BMH Digital Systems

Forge Workspace

BMH Forge Console

Strategic Intake — Simple English

A clearer version of the strategic intake form for normal business owners, managers, and teams who need help explaining what they want built.

Environment

Delivery Intelligence Layer

Tell Us About the Project

Project Basics

What should we call this project?

Business Details

Business NameIndustryLocation

Who Should We Speak To?

Main Contact

NameJob Title / RoleEmail AddressPhone Number

About the Business

What does your business do?How do you make money?

How many years have you been operating?Roughly how many people are in the business?

What Are You Trying to Fix or Build?

Main Goal

What do you want this system to help you do?

What are the biggest problems right now?

Add the main issues you are dealing with.

What happens if nothing changes?

What Kind of System Do You Think You Need?

What should this be?

Add the kind of system you think you need.

Who will use it?

Add the kinds of users who need access.

What should it connect to?

Add any tools or systems it should connect with.

Does anything need to update live?

Add anything that should happen in real time.

How Do Things Work Right Now?

Current Process

Walk us through how the work currently happens

Current Tools and Friction

What tools are you using now?

Add the tools you currently rely on.

Where do things slow down, break, or get messy?

Add the biggest pain points in the current process.

How Do Customers Interact With You?

Customer Journey

What kind of customers do you mostly serve?

How do customers usually reach you?

Add the main ways customers interact with you.

What information do you collect from them?

Add the main data points you collect.

Better Customer Experience

What kind of customer experience do you want?

What Does Success Look Like?

How Will You Measure Success?

What would show that this project is working?

Add the outcomes that matter most to you.

What Should Improve Inside the Business?

What internal improvements do you want?

Add the improvements you want to see in operations.

Automation, AI, and Security

Automation and AI

What should happen automatically?

Add the tasks you would like the system to handle automatically.

Anything smart or AI-based you would like?

Add any AI ideas, even if you are unsure.

Any future ideas for this system?

Security and Access

Do you need POPIA compliance?Should different users have different access levels?Does any sensitive data need extra protection?Backup / recovery needs

Budget and Timing

Budget

What budget range do you have in mind?Would you be open to building this in phases?

Timing

When would you like this to go live?

Long-Term Thinking

Growth

How should this help your business grow?

Connected Systems

Do you want this connected to more tools later?

Scale

What should this handle in future?

Submit to Forge

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