Public information
List service pages, locations, agent profiles and content updates. Identify who approves the material.
Prepare the request and staff work before choosing a scope.
An estimate depends on the people, information and tools the first delivery must support.
Requests and follow-up
Describe introductory inquiries, existing-client requests, renewal tasks and document status. Choose one first improvement and identify its staff owner.
Current vendors
Identify agency-management, CRM, document and communication tools. Supported interfaces, existing records and vendor permissions shape connection work.
Approved operating requirements
The agency and its qualified reviewers define fields, access, retention and communication requirements. Separate private records from public information.
Checks and maintenance
Include fictional requests, failed-update checks, rollout timing and ownership of routine follow-up. Separate development from vendor fees, data preparation and ongoing support.