{"id":948,"date":"2020-08-07T15:57:25","date_gmt":"2020-08-07T13:57:25","guid":{"rendered":"https:\/\/dotinum.com\/blog\/?p=948"},"modified":"2026-02-26T16:25:25","modified_gmt":"2026-02-26T15:25:25","slug":"how-do-we-evaluate-a-clients-strategy-identify-key-business-goals-and-make-final-agreements","status":"publish","type":"post","link":"https:\/\/dotinum.com\/blog\/how-do-we-evaluate-a-clients-strategy-identify-key-business-goals-and-make-final-agreements\/","title":{"rendered":"How do we evaluate a client&#8217;s strategy, identify key business goals and make final agreements"},"content":{"rendered":"\n<p style=\"text-align: center;\"><em><strong>TL;DR<\/strong> This article outlines our straightforward approach to legal agreements, payments, and project results. We believe contracts should remain clear and concise, with legal costs kept in check to avoid consuming resources better spent on development, testing, or marketing. Our payment policy is milestone-based, ensuring transparency and fairness throughout the project. Ultimately, our focus is on delivering a web application that users enjoy and that helps you achieve your business goals.<\/em><\/p>\n\n\n\n<nav aria-label=\"Table of Contents\" class=\"wp-block-table-of-contents\"><ol><li><a class=\"wp-block-table-of-contents__entry\" href=\"https:\/\/dotinum.com\/blog\/how-do-we-evaluate-a-clients-strategy-identify-key-business-goals-and-make-final-agreements\/#credibility-and-trust\">Credibility and trust<\/a><\/li><li><a class=\"wp-block-table-of-contents__entry\" href=\"https:\/\/dotinum.com\/blog\/how-do-we-evaluate-a-clients-strategy-identify-key-business-goals-and-make-final-agreements\/#business-goals\">Business goals<\/a><\/li><li><a class=\"wp-block-table-of-contents__entry\" href=\"https:\/\/dotinum.com\/blog\/how-do-we-evaluate-a-clients-strategy-identify-key-business-goals-and-make-final-agreements\/#scope-of-the-project\">Scope of the project<\/a><\/li><li><a class=\"wp-block-table-of-contents__entry\" href=\"https:\/\/dotinum.com\/blog\/how-do-we-evaluate-a-clients-strategy-identify-key-business-goals-and-make-final-agreements\/#analytical-process\">Analytical process<\/a><\/li><li><a class=\"wp-block-table-of-contents__entry\" href=\"https:\/\/dotinum.com\/blog\/how-do-we-evaluate-a-clients-strategy-identify-key-business-goals-and-make-final-agreements\/#legal-stuff\">Legal stuff<\/a><\/li><li><a class=\"wp-block-table-of-contents__entry\" href=\"https:\/\/dotinum.com\/blog\/how-do-we-evaluate-a-clients-strategy-identify-key-business-goals-and-make-final-agreements\/#payments\">Payments<\/a><\/li><li><a class=\"wp-block-table-of-contents__entry\" href=\"https:\/\/dotinum.com\/blog\/how-do-we-evaluate-a-clients-strategy-identify-key-business-goals-and-make-final-agreements\/#results\">Results<\/a><\/li><li><a class=\"wp-block-table-of-contents__entry\" href=\"https:\/\/dotinum.com\/blog\/how-do-we-evaluate-a-clients-strategy-identify-key-business-goals-and-make-final-agreements\/#faq\">FAQ<\/a><ol><li><a class=\"wp-block-table-of-contents__entry\" href=\"https:\/\/dotinum.com\/blog\/how-do-we-evaluate-a-clients-strategy-identify-key-business-goals-and-make-final-agreements\/#do-i-need-to-worry-about-long-and-complicated-contracts\">Do I need to worry about long and complicated contracts?<\/a><\/li><li><a class=\"wp-block-table-of-contents__entry\" href=\"https:\/\/dotinum.com\/blog\/how-do-we-evaluate-a-clients-strategy-identify-key-business-goals-and-make-final-agreements\/#how-does-the-payment-process-work\">How does the payment process work?<\/a><\/li><li><a class=\"wp-block-table-of-contents__entry\" href=\"https:\/\/dotinum.com\/blog\/how-do-we-evaluate-a-clients-strategy-identify-key-business-goals-and-make-final-agreements\/#what-if-i-am-not-satisfied-with-the-final-result\">What if I am not satisfied with the final result?<\/a><\/li><\/ol><\/li><\/ol><\/nav>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">We are glad you found us! Because we are very active in many outbound marketing channels, our first question is: how have you spotted us? Have you seen our articles on Linkedin, footer info in one of our already completed projects or maybe someone recommended us to you?<\/span><\/span><\/p>\n\n\n\n<h2 id=\"credibility-and-trust\" class=\"wp-block-heading\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\"><b>Credibility and trust<\/b><\/span><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Every business relationship starts with trust \u2014 and trust has to be earned, not assumed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When you reach out to us, we don&#8217;t push straight to a proposal. We start with a conversation. That might be a few emails back and forth, or a video call via Zoom, Google Meet, or Teams \u2014 whatever works for you. If you&#8217;re in the area, we&#8217;re also happy to meet in person at our office in Wroc\u0142aw.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We&#8217;ve been building software since 2002. That&#8217;s over 20 years of completed projects, long-term clients, and lessons learned. You can read about our history, meet our team, and review our past work. We&#8217;re also happy to connect you with current clients who can share their experience working with us directly.<\/p>\n\n\n\n<p>We&#8217;ll ask about your company too. How long have you been in business? What have your previous tech projects looked like? What worked, what didn&#8217;t? The more we know upfront, the better we can serve you.<\/p>\n\n\n\n<h2 id=\"business-goals\" class=\"wp-block-heading\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\"><b>Business goals<\/b><\/span><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">Before we even ask you how your web application should look like or work, there is a handful of even more important questions that need to be answered.<\/span><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">What is the main reason for starting a new web development project? What do you want do achieve and why? If we understand your goals and objectives, we may come up with a much better solution.<\/span><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">How do you know if a web application is good for users and has potential to conquer the market? It is not because it has all features possible, so users can do everything they need &#8211; that approach ended long time ago. Today, what makes a good website or web application is solving real problems of real people, fast and with minimal effort. More effort should be spent on things such as user experience, returning visitors rate or likeliness for recurrent transactions, which are more difficult to describe and later to assess.<\/span><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">We often discourage our customers to add all features possible in the first version of the application. It is a much better idea to focus on most important ones, that will still give full value to end users, but will allow to test our customer\u2019s business ideas quicker and within a smaller budget.<\/span><\/span><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"950\" height=\"640\" src=\"https:\/\/dotinum.com\/blog\/wp-content\/uploads\/2020\/08\/sticky-notes.png\" alt=\"sticky notes\" class=\"wp-image-952\" srcset=\"https:\/\/dotinum.com\/blog\/wp-content\/uploads\/2020\/08\/sticky-notes.png 950w, https:\/\/dotinum.com\/blog\/wp-content\/uploads\/2020\/08\/sticky-notes-300x202.png 300w, https:\/\/dotinum.com\/blog\/wp-content\/uploads\/2020\/08\/sticky-notes-768x517.png 768w, https:\/\/dotinum.com\/blog\/wp-content\/uploads\/2020\/08\/sticky-notes-534x360.png 534w\" sizes=\"auto, (max-width: 950px) 100vw, 950px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">If we know and understand your \u201cwhy\u201d, we can come with a better offer you, which will result in solutions better tailored for you. It is a win-win game.<\/span><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">Unlike most other software houses, we do not only work for external customers &#8211; we run a few successful online businesses ourselves. We know what it is like, you need to pay attention to sales, marketing, human resources, customer support, payment handling, accounting and finally on the technical side &#8211; your website, on-line store or web application.<\/span><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">Our experience will help design the best web application possible &#8211; not only from the technical point of view, but from the business side just as well.<\/span><\/span><\/p>\n\n\n\n<h2 id=\"scope-of-the-project\" class=\"wp-block-heading\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\"><b>Scope of the project<\/b><\/span><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">It\u2019s finally time to talk about your project from the technical side. How well have you described your project? Do you only have a brief, with list of features you would like to be implemented? Or do you have a full technical documentation, including mockups, user stories, flow diagrams or even database architecture design?<\/span><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">At this stage it is very important for both you and us to know what precisely needs to be done in order to deliver a product that will meet your needs.<\/span><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">For example, If you need an e-commerce platform with a product configurator, we need to know:<\/span><\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li> <span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">what kind of products do you want to have in your configurator?<\/span><\/span> <\/li>\n\n\n\n<li> <span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">do you want to sell also standardized products?<\/span><\/span> <\/li>\n\n\n\n<li> <span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">how do you want your products visualized? via layers of photos or 3D models?<\/span><\/span> <\/li>\n\n\n\n<li> <span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">what configurable parameters will your products have? what are their marginal conditions and dependencies?<\/span><\/span> <\/li>\n\n\n\n<li> <span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">what will be the calculations for pricing?<\/span><\/span> <\/li>\n\n\n\n<li> <span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">how do you want to be able to manage the configurator? do you want to be able to add new materials for example?<\/span><\/span> <\/li>\n\n\n\n<li> <span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">do you need integration with your existing website or an online store?<\/span><\/span> <\/li>\n<\/ul>\n\n\n\n<h2 id=\"analytical-process\" class=\"wp-block-heading\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\"><b>Analytical process<\/b><\/span><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">If you are not a software house and need one to take good care of your project, chances are you need a team of people with a technical background and multi-year experience working on similar web projects. This is where we can help.<\/span><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">We will ask you a ton of questions. Their goal is not only to estimate the amount of work needed to be allocated for your project, but also to help you realize dependencies between modules in your project, as well as all possible use scenarios. Quite often during later stages of the analytical processes we hear from our customers \u201chey, I have not realized users can do it that way, we need to handle these new scenarios or maybe let\u2019s do it differently\u201d. That is normal and very desirable. We can design a better product altogether!<\/span><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">This is also the right time for intentional simplification of some business processed in order to make sure the project still fits into your budget. You can also decide that some features or use cases will not be handled by the application at the initial stage of development, if they are not critical for your business model.<\/span><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">The final outcome of the analytical process is a document that describes how the web application should work and what should be under the hood. The document then can be evaluated by any other software house and their response should be \u201cthis is a very well described project, based on that we can give a price estimate too\u201d.<\/span><\/span><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"950\" height=\"640\" src=\"https:\/\/dotinum.com\/blog\/wp-content\/uploads\/2020\/08\/business-meeting.png\" alt=\"business meeting\" class=\"wp-image-955\" srcset=\"https:\/\/dotinum.com\/blog\/wp-content\/uploads\/2020\/08\/business-meeting.png 950w, https:\/\/dotinum.com\/blog\/wp-content\/uploads\/2020\/08\/business-meeting-300x202.png 300w, https:\/\/dotinum.com\/blog\/wp-content\/uploads\/2020\/08\/business-meeting-768x517.png 768w, https:\/\/dotinum.com\/blog\/wp-content\/uploads\/2020\/08\/business-meeting-534x360.png 534w\" sizes=\"auto, (max-width: 950px) 100vw, 950px\" \/><\/figure>\n\n\n\n<h2 id=\"legal-stuff\" class=\"wp-block-heading\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\"><b>Legal stuff<\/b><\/span><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">Nobody likes legal talk, except of course lawyers, that do that for a living, but we are unable to do business without it. They say agreements are written to be used during difficult times. It is true, but we still prefer to keep legal agreements compact and brief. Legal counsel costs should not dominate the project\u2019s budget reducing testing or marketing expenses.<\/span><\/span><\/p>\n\n\n\n<h2 id=\"payments\" class=\"wp-block-heading\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\"><b>Payments<\/b><\/span><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">Our policy is simple and fair. After initial talks and your decision to work with us we do require upfront payment that will cover the work needed for a first stage of your project. Then successive payments are due once we reach a specific milestone as defined in our agreement.<\/span><\/span><\/p>\n\n\n\n<h2 id=\"results\" class=\"wp-block-heading\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\"><b>Results<\/b><\/span><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-family: Calibri, serif;\"><span lang=\"en-US\">The final result is a deployed web application that your users regularly use and enjoy. You reach your business goals, earn more money and can fund further application evolution and support. If you are not happy with the final result, neither are we!<\/span><\/span><\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-text-color has-background has-link-color has-text-align-center wp-element-button\" href=\"https:\/\/dotinum.com\/#contact\" style=\"color:#ffffff;background-color:#39b5ff\">Contact us<\/a><\/div>\n<\/div>\n\n\n\n<h2 id=\"faq\" class=\"wp-block-heading\">FAQ<\/h2>\n\n\n\n<h3 id=\"do-i-need-to-worry-about-long-and-complicated-contracts\" class=\"wp-block-heading\">Do I need to worry about long and complicated contracts?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">No. We keep legal agreements compact and straightforward, designed to protect both sides without unnecessary complexity.<\/p>\n\n\n\n<h3 id=\"how-does-the-payment-process-work\" class=\"wp-block-heading\">How does the payment process work?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">An upfront payment is required after you decide to work with us, covering the first stage of your project. Subsequent payments are tied to milestones clearly defined in the agreement<\/p>\n\n\n\n<h3 id=\"what-if-i-am-not-satisfied-with-the-final-result\" class=\"wp-block-heading\">What if I am not satisfied with the final result?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Your satisfaction is our priority. If you are not happy with the deployed application, we are not either, and we will work with you to address the issues.<\/p>\n\n\n\n<h3 class=\"text-text-100 mt-2 -mb-1 text-base font-bold\">Do you work with clients outside Poland?<\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Yes. We work with clients across Europe and the United States. Initial meetings take place via Zoom, Google Meet, or Teams. Time zone differences with US-based clients are manageable \u2014 we routinely schedule calls in the morning CET to accommodate US East Coast and Central time zones. All project communication, documentation, and agreements are handled in English.<\/p>\n<h3 class=\"text-text-100 mt-2 -mb-1 text-base font-bold\">How long does the discovery phase take?<\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">For most projects, the analytical and discovery phase takes between two and four weeks. More complex platforms with multiple integrations or custom configurator logic may require additional time. We&#8217;d rather invest in getting the specification right than rush into development with open questions that cost more to resolve later.<\/p>\n<h3 class=\"text-text-100 mt-2 -mb-1 text-base font-bold\">What documents do I need to prepare before our first meeting?<\/h3>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">You don&#8217;t need to arrive with a full specification \u2014 that&#8217;s what we help you build. It&#8217;s useful to bring any existing documentation you have: a brief, a list of desired features, competitor examples, mockups, or notes from previous development attempts. The more context you can share about your business and goals, the faster we can move through the early stages.<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"<p>TL;DR This article outlines our straightforward approach to legal agreements, payments, and project results. We believe contracts should remain clear and concise, with legal costs kept in check to avoid consuming resources better spent on development, testing, or marketing. Our payment policy is milestone-based, ensuring transparency and fairness throughout the project. Ultimately, our focus is [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":949,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_crdt_document":"","footnotes":""},"categories":[34],"tags":[80,81],"class_list":["post-948","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","tag-business-goals","tag-clients-strategy"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How do we evaluate a client&#039;s strategy, identify key business goals and make final agreements - Blog Dotinum.com<\/title>\n<meta name=\"description\" content=\"Before we start working together we need to know few things. 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