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Decision Guide

How to Write a Software Project Brief: An SME Guide

A good brief leads to a good proposal. The 7 critical areas we look for in software requests, and how to fill them in.

·3 min readProject ManagementSMEWriting a Brief
Contents

We receive dozens of proposal requests every year. Half of them start with: "We want to build an e-commerce site, how much would that cost?"

We've learned there's no honest way to answer that question as asked. A pocket knife and a butcher's knife are both "knives," but their prices are very different.

A good brief saves time for both sides. You get a realistic proposal, we get an accurate plan. In this article, we're sharing the 7 areas we end up asking about whenever they're missing from a brief.

The 7 Essential Areas

1. Current State

What exists today? Nothing at all, an old system, a competitor's product? Without understanding the current state, it's hard to grasp the scope.

Wrong: "We don't have any software." Right: "Right now we track everything in Excel and take orders over WhatsApp. We want to automate this."

2. Target Outcome (Measurable)

"We want to be more efficient" isn't a brief. The goal needs to be measurable.

Wrong: "We want to speed things up." Right: "We want to reduce order processing time from 3 days to 4 hours."

3. Number and Profile of Users

Who's going to use it? How many people? What's their technical level? A 10-person internal team versus 10,000 external users implies completely different architectures.

4. Budget Range (Realistic)

Don't avoid the question "what's your budget?" Without knowing the budget, "can we do this?" can't be answered.

Some helpful reference points:

  • A simple corporate website: $1,000-2,500
  • A medium-complexity web application: $2,500-7,500
  • A mobile app (iOS + Android): $4,500-12,000
  • An enterprise ERP module: $6,000+

5. Timeline

Why this date? Is it realistic? If there's a seasonal launch or a trade show date, mention it; it affects decisions along the way.

6. Existing Systems and Integrations

Accounting, ERP, shipping, payment systems: which ones exist, and which ones need to talk to the new system? Every integration adds work.

7. Decision-Making Authority

Who do you need to convince? Is there a partner involved? If a proposal needs multiple approvals, that extends the process.

The most common mistake

Briefs usually list what's wanted, but not the constraints. Information like "we don't have an internal IT team" or "this needs board approval" directly affects the process.

Brief Template

Fill in the following sections:

Project Name:
Company / Industry:

1. CURRENT STATE
   What are you using now? Where's the pain point?

2. GOAL
   What will be different once this project is done?
   How will you measure success?

3. USERS
   Who will use it? How many people? Technical level?

4. SCOPE
   Must-haves:
   Nice-to-haves:
   Out of scope:

5. INTEGRATIONS
   Which systems does it need to talk to?

6. BUDGET RANGE
   $-$ (approximate is fine)

7. TIMELINE
   When does this need to be ready? Why this date?

8. DECISION PROCESS
   Whose approval is needed?

Filling out this template takes 30-60 minutes, but it saves you 3-4 rounds of back-and-forth, and a lot of mutual wasted time.

Conclusion

A good brief doesn't just get you a better proposal; it prevents the "this isn't what I expected" disappointment after the project is done. Once the agreement is on paper, both sides are working from the same page.

Author

KELD Team

Software Studio

As the KELD Digital team, we write about software decisions. Every article comes out of a team discussion, shaped by client questions, real projects, and sometimes our own mistakes.

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Corporate sites, SaaS interfaces, and e-commerce platforms.

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How to Write a Software Project Brief: An SME Guide - KELD Digital