What is the Pur­po­se of Preli­mi­na­ry Pro­ject Assessment

The preli­mi­na­ry pro­ject assess­ment (PPA) is the pro­cess that is aimed at eva­lua­ting the tech­ni­cal requi­re­ments and appro­xi­ma­ting the cost of a given pro­ject. Bes­i­des the­se esti­ma­ti­ons, PPA’s goal is to ans­wer some of the key busi­ness ques­ti­ons that ari­se befo­re the deve­lo­p­ment even starts:

  • How can we ensu­re the time­ly deli­very of an application?
  • What poten­ti­al road­blocks can we encoun­ter mid-development?
  • Can the pro­ject be sca­led to meet incre­a­sing con­su­mer demands?
  • What are some major steps towards deli­vering a high-qua­li­ty product?
  • How can we ensu­re that our pro­duct has a com­pe­ti­ti­ve edge?

Why PPA is Important?

First of all, the preli­mi­na­ry assess­ment allows you as a busi­ness owner to esti­ma­te the poten­ti­al ROI (returns on invest­ments) and it gives you a clear under­stan­ding of what can be done as well as at what cost.

Second, it pro­vi­des trans­pa­ren­cy bet­ween a soft­ware deve­lo­p­ment com­pa­ny and its cli­ent. Having a trans­pa­rent pro­cess is cru­cial, for a varie­ty of rea­sons, both stra­te­gic and in terms of publi­ci­ty. It allows IT com­pa­nies to spend less time on rese­arch, gives a clear cus­to­mer focus and invol­ves the cus­to­mer in the deve­lo­p­ment process.

The PPA also gives a soft­ware deve­lo­per com­pa­ny the chan­ce to com­mu­ni­ca­te requi­re­ments rela­ted to addi­tio­nal deli­ver­a­bles and leverage the expe­ri­ence gai­ned from simi­lar projects.

How is PPA Structured

In most cases the PPA can be bro­ken down into several sta­ges, let’s move through each step by step, shall we.

  1. Initi­al con­ta­ct. It is a star­ting point for prac­ti­cal­ly any pro­ject. You approach a IT firm with a request to assess a project.Probably, you’ll be asked to fill in an app­li­ca­ti­on form with very typi­cal and strai­ght­for­ward ques­ti­ons. This is whe­re your input ends, and a soft­ware deve­lo­p­ment com­pa­ny takes over.
  2. The first thing that a com­pa­ny will do is deci­de on the tech­no­lo­gy stack for your pro­ject. Or in simp­ler terms, what kind of tools, ope­ra­ting sys­tem, and rela­ted sup­port pro­grams are necessa­ry to deli­ver this par­ti­cu­lar project.
  3. Then it’s time to draw a com­po­nent dia­gram that will logi­cal­ly map out all tech­no­lo­gy parts.
  4. After the map is com­ple­ted the cost of each com­po­nent can be esti­ma­ted, which is usual­ly hap­pens during an expert mee­ting of seni­or staff.

The next step is not is not always the same, becau­se it assu­mes that eit­her the­re are still some blanks in developer’s under­stan­ding and addi­tio­nal infor­ma­ti­on from the cli­ent is requi­red or if a cus­to­mer asks for a more accu­ra­te estimation.

  1. In both cases, the com­pa­ny pres­ents its esti­ma­ti­ons to you and arran­ges a fol­low-up ques­ti­ons mee­ting, whe­re two par­ties go back and for­ward try­ing to eli­mi­na­te any remai­ning uncertainties.
  2. Final­ly, the detail­ed cost break­down can be delivered.

Fol­lowing Up on Pro­ject Assessment

Very rare­ly, the preli­mi­na­ry assess­ment stands on its own. Typi­cal­ly, in the indus­try of IT, it is fol­lo­wed by a detail­ed eva­lua­ti­on. The PPA gives cli­ent under­stan­ding of how the pro­ject will be deli­ve­r­ed, while the second assess­ment usual­ly ela­bo­ra­tes on it and takes a look at ent­i­re endea­vor in hig­her reso­lu­ti­on, so to speak.

The nice thing about preli­mi­na­ry assess­ment is that it is doesn’t real­ly requi­re a gre­at resour­ce input and can be given wit­hin a real­ly short timeframe.

If your com­pa­ny is inte­res­ted in a pro­ject assess­ment, then you can con­ta­ct us at Intech­core. We offer a com­ple­te­ly free preli­mi­na­ry pro­ject assess­ment for your IT project.

What is the most com­pe­ti­ti­ve niche that you can think of?
What comes to mind immedia­te­ly is some­thing along the line of real esta­te busi­ness, adver­ti­sing and of cour­se legal prac­ti­ce. Lawy­ers are com­pe­ti­ti­ve by the very natu­re of their occup­a­ti­on. Think of it, their job con­sists of pre­pa­ring the case (wha­te­ver that may be) and direct­ly com­pe­ting with oppo­sing side to defend the inte­rest of their client.
We tend to think, becau­se of movies and TV shows, that most action hap­pens in the courtroom. But not­hing can be fur­ther from the truth. Most of the time is spent on a rese­arch of simi­lar cases, pre­pa­ring the case, rea­ding through the end­less legal codes nights after nights and making up best strategy.
While the cha­ris­ma of a lawy­er plays a major part in the job, we often over­look the sheer data pro­ces­sing that goes behind the sce­nes. Today, the tech­no­lo­gy can be a gre­at resour­ce to step up your game and impro­ve exis­ting work­flows that are not up-to-date

Docu­ment systematization

Email sys­tems, shared dri­ve or other typi­cal legal prac­ti­ce soft­ware solu­ti­ons, uti­li­zed wide­ly in other indus­tries, are not a good pick for law firms. Sim­ply becau­se you have a vast amount of docu­ments for each case. Plus you need an orga­ni­zed data­ba­se of all the legal codes and case histo­ry. It’s a lot of files. Back in a day, when the­re were no DMSs (docu­ment manage­ment sys­tem), big law firms had ent­i­re libra­ries at their dis­po­sal. And of cour­se, manu­al files fall into cha­os very quickly.
Modern DMS allows seam­less sys­te­ma­tiz­a­ti­on, tag­ging docu­men­ta­ti­on, hier­ar­chi­cal struc­tu­re and logi­cal index­ing. Ever­ything that a libra­ry would have, only now.

DMS pro­vi­des easy search & quick access

In order to orga­ni­ze the case, you need to pull data from many dif­fe­rent sources. Tran­scripts, past cases, you name it. Orga­niz­a­ti­on of docu­ments tog­e­ther with the abi­li­ty to search and retrie­ve any docu­ment is one of the grea­test deman­ds for law organizations.
But again, if you just found a 3,000-page docu­ment with cur­rent “health­ca­re code”, the­re are still over 3,000 pages to look through. Well, that’s whe­re fil­te­ring results through meta­da­ta and opti­cal cha­rac­ter reco­gni­ti­on (OCR) con­ver­si­on come in han­dy. This allows you to drill down to your data­ba­se and find a very spe­ci­fic pie­ce of infor­ma­ti­on very quickly.

High secu­ri­ty through legal prac­ti­ce software

Now, we all know that secu­ri­ty and pri­va­cy are not a joke in the world of legal prac­ti­ce. Dis­clo­sing your client’s pri­va­te infor­ma­ti­on inten­tio­nal­ly or other­wi­se will end your busi­ness, no ques­ti­ons asked. Having an inse­cu­re docu­ment sys­tem puts you in a posi­ti­on, whe­re cli­ents can­not trust you. The­re­fo­re any decent DMS needs to have mul­ti­ple levels of secu­ri­ty as well as docu­ment reduc­tion backup.
Fur­ther­mo­re, having an advan­ced digi­tal secu­ri­ty lets law firms per­form audit more effi­ci­ent­ly. All the ques­ti­ons like who made chan­ges to the file and when? Who emai­led it and to whom did it go? Knowing that, allows you to com­ply with inter­nal and exter­nal regulations.

Cloud tech­no­lo­gy allows seam­less collaboration

If you are run­ning a law firm, chan­ces are good that your employees can­not be at the office at all times and the­re­fo­re don’t have access to docu­ments. And sen­ding files via email is one of the hig­hest secu­ri­ty risks you can take. Docu­ment manage­ment pro­gram will give you alter­na­ti­ves for a secu­re cli­ent and employee communications.
DMS can be set up to requi­re authen­ti­ca­ti­on of the reci­pi­ent to retrie­ve any docu­ment. By using a cloud-based por­tal solu­ti­on, you can exchan­ge and col­la­bo­ra­te on docu­ments quick, inex­pen­si­ve, easy, and safe.

Auto­ma­ted time and bil­ling with case-manage­ment software

One of the pro­blems that many law firms face is bil­ling over­ti­me hours sin­ce lawy­ers spend slee­p­less nights going through all the case infor­ma­ti­on and stra­te­gi­zing. On average, any lawy­er in the US spends over 8 hours a mon­th on admi­nis­tra­ti­ve and non-bill­ab­le tasks. Case manage­ment solu­ti­on inte­gra­ted with DMS in a sin­gle IT infra­st­ruc­tu­re can signi­fi­cant­ly redu­ce the loss of valu­able time and con­vert it into bill­ab­le hours.

Why Choo­se Cus­tom Solution?

The­re are many rea­dy out-of-box solu­ti­ons out on the mar­ket that are aimed at hel­ping law firms to bet­ter mana­ge their docu­ment assets as well as impro­ve over­all manage­ment pro­cess. Howe­ver, such soft­ware very often pro­ves its­elf to be inef­fi­ci­ent, for a cou­p­le of reasons.

  • First, small and mid-size law firms are usual­ly very sec­tor-ori­en­ted. Mea­ning, that they focus on a spe­ci­fic judi­cial field such as cri­mi­nal jus­ti­ce, insuran­ce, taxes and so on. Becau­se the judi­cial sys­tem is so vast, law firms have to focus on a very spe­ci­fic part of it. And the­se dif­fe­rent parts have their own set of regu­la­ti­ons and spe­ci­fic requi­re­ments. So, you eit­her would have to look for a soft­ware that was built for your prac­ti­ce or uti­li­ze a sub-opti­mal technology.
  • Second rea­son. Depen­ding on your coun­try of ope­ra­ti­on, the law which you prac­ti­ce would be very dif­fe­rent, which leads again to eit­her end­less search for a very spe­ci­fic solu­ti­on or using some­thing that may be not cohe­rent with laws of your country.

That is why we at Intech­core are spe­cia­li­zing in the deve­lo­p­ment of DMS and case manage­ment sys­tems for law firms and cor­po­ra­te legal depart­ments. Our soft­ware solu­ti­ons are built spe­ci­fi­cal­ly to com­ply with spe­ci­fic regu­la­ti­ons reques­ted and to faci­li­ta­te your exis­ting assets, impro­ving over­all pro­duc­ti­vi­ty and crea­ting a cost-effi­ci­ent IT infrastructure.


Soft­ware Qua­li­ty Assuran­ce (also abbre­via­ted as SQA), can be defi­ned as a sys­te­ma­tic pro­cess which ensu­res that the deve­lo­ped soft­ware meets and com­plies with the stan­dar­di­zed qua­li­ty spe­ci­fi­ca­ti­ons. It keen­ly checks the adhe­rence to the soft­ware pro­duct stan­dards, pro­ce­du­res and pro­ces­ses all throughout the soft­ware deve­lo­p­ment life cycle and also the test cycle. The eva­lua­ti­on is done through pro­duct eva­lua­ti­on, pro­cess moni­to­ring, pro­ject manage­ment, and more. Read more

Defi­ni­ti­on of the term “Pro­of of Concept”

Befo­re tal­king about the use of Pro­of of Con­cept in Soft­ware Deve­lo­p­ment let’s talk about the Pro­of of Con­cept in general.

The Pro­of of Con­cept is usual­ly a pro­cess of veri­fi­ca­ti­on if cer­tain ide­as or methods are via­ble. The Pro­of of Con­cept usual­ly is kept incom­ple­te and small for cost and time effi­ci­en­cy goals.

Rea­sons to use Pro­of of Con­cept by Soft­ware Developers

Ear­ly Deve­lo­p­ment Cycle

A Pro­of of Con­cept can gene­ral­ly be used in ear­ly deve­lo­p­ment cycle of a soft­ware or to sell the con­cept of the soft­ware. Vali­da­ti­on of tech­ni­cal fea­si­bi­li­ty, iden­ti­fi­ca­ti­on of the pos­si­ble expec­ta­ti­ons from a plat­form, iden­ti­fi­ca­ti­on of poten­ti­al stumb­ling blocks and deter­mi­na­ti­on of the scope and cus­to­miz­a­ti­on level requi­red necessa­ri­ly to com­ple­te a pro­ject are some of the con­cepts of ear­ly deve­lo­p­ment cycle of a soft­ware whe­re PoC can be used.

Per­for­mance Issu­es Identification

Soft­ware deve­lo­pers can also use PoC to iden­ti­fy per­for­mance issu­es of the pro­ject. The­se days most of the soft­ware deve­lo­pers assem­ble various app­li­ca­ti­ons and solu­ti­ons by using the func­tions and ser­vices offe­red by other app­li­ca­ti­ons and using cer­tain inte­gra­ti­on methods. The­se inte­gra­ti­on methods are used in the over­all con­text of the soft­ware to test them with tri­al pro­ducts. It also hel­ps in vali­da­ting the assump­ti­ons regar­ding the pos­si­bi­li­ties pro­vi­ded by the frame­work or platform.

In this way the results pro­vi­ded by the use of Pro­of of Con­cept inclu­de the con­fi­dence fac­tors of tech­ni­cal fea­si­bi­li­ty along with the fac­tors influ­en­cing the over­all esti­ma­te of the efforts as well as the scope of efforts.

Tips to crea­te an effec­ti­ve Pro­of of Con­cept Project

While crea­ting an effec­ti­ve PoC Pro­ject you need to pre­pa­re docu­ments simi­lar to tra­di­tio­nal Soft­ware Deve­lo­p­ment pro­ject  covering the func­tio­n­al and tech­ni­cal requi­re­ments. Here are few tips below:

  • The soft­ware deve­lo­pers who are going to use Pro­of of Con­cept to deve­lop their Soft­ware later should pre­pa­re and dis­play the same archi­tec­tu­re in the PoC project
  • If secu­ri­ty is one of the main issu­es for a pro­ject then the­re shall be con­cept shall inclu­de a mem­ber area GUI with a log­in screen
  • All necessa­ry menus and tabs inclu­ding search, home-page with logo and the links for the other sub-func­tions of the pro­ject shall be inclu­ded in the concept
  • The deve­lo­pers can use dif­fe­rent pages to show the inter­face of the PoC pro­ject after log­in depen­ding on the roles of the users
  • Inclu­de a dash­board UI if requi­red for PoC
  • PoC can be used to show the scope of inter­lin­king of one or two pages or modu­les. Make sure only the most important sec­tions of the app­li­ca­ti­on are included
  • Crea­te a sam­ple report with an exci­ting UI to illus­tra­te the pro­ces­ses and KPIs
  • Inclu­de a sam­ple graph, if your pro­ject is aimed to use graphs

Crea­ting PoC Documentation

The ent­i­re design of the soft­ware should be also tho­rough­ly exp­lai­ned in the docu­men­ta­ti­on of you PoC. Fol­lowing points with brief descrip­ti­on can be inclu­ded in PoC documentation.

  • The details of archi­tec­tu­re to be used in soft­ware development
  • The third par­ty tools and all the tech­no­lo­gies to be used in soft­ware deve­lo­p­ment can be added to this docu­men­ta­ti­on, exp­lai­ning the rea­sons of choo­sing them
  • All the modu­les to be deve­lo­ped can be inclu­ded in PoC docu­men­ta­ti­ons with brief details of its functionality
  • The methods used for ensu­ring the secu­ri­ty of the pro­ject can also be inclu­ded in this documentation.
  • Each and every menu used in the PoC pro­ject can also be exp­lai­ned in it.

How Intech­core can help

At Intech­core we have a vast expe­ri­ence of exe­cu­ting PoC for our cli­ents. Take a look as our ser­vice offer Pro­of of Con­cept in Soft­ware Deve­lo­p­ment and do not hesi­ta­te to get in touch with us. Our ser­vice repre­sen­ta­ti­ves would be glad to ans­wer any remai­ning ques­ti­ons and get your soft­ware pro­ject star­ted the right way, gua­ran­te­eing the smooth ride without risks and obstacles.

Look at our PoC ser­vice offer 

While deve­lo­ping a soft­ware plat­form, every com­pa­ny faces some pro­blems throughout dai­ly ope­ra­ti­ons. While some pro­blems in soft­ware deve­lo­p­ment can be com­plex and inter­de­pen­dent, others are easy to hand­le. In this post, we will dis­cuss some of the most com­mon pro­blems you might expe­ri­ence during the soft­ware deve­lo­p­ment lifecycle.
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