Business System Requirements — EXEVO Designers Network

Step 1 of 8 · Business Information

Tell us about the business.

The basics — who you are and how the system will be used.

Business Name *

Business Owner *

Business Type / Industry *

Main Products / Services *

Business Location(s) *

How long has the business operated? *

Who will primarily use the system? *

Owner Manager Accountant Other

How many people will enter or view information? *

Step 2 of 8 · Income & Sales

How does money come into the business?

This shapes how sales and income get recorded in the system.

Main sources of income *

How do customers normally pay? *

Credit Sales

Do you allow customers to take goods/services and pay later? *

Yes

No

If yes, what should the system track? *

Step 3 of 8 · Expenses

What does the business spend on?

List your typical expenses, roughly how much, and how often — one per line (e.g. "Rent — 15,000 — Monthly").

Typical expenses *

How would you like expenses categorized? *

Step 4 of 8 · Workers & Payments

Who works here, and how are they paid?

This section matters most — the system will track agreed pay versus what's actually been paid.

Workers

How are workers normally paid? *

If pay comes in installments, what should the system calculate automatically? *

Example: monthly salary is Ksh 45,000, paid as three weekly installments of Ksh 10,000 — what should it work out for you?

Do workers receive any of the following? *

Step 5 of 8 · Inventory / Stock

What does the business stock?

If the business doesn't hold physical stock, feel free to skip ahead.

Main items stocked *

Would you like the system to flag low-stock items? *

Yes

No

If yes, what should count as "low stock"? *

Do you purchase stock from different suppliers? *

Yes

No

If yes, what should be recorded? *

Step 6 of 8 · Debts

Who owes whom?

Both money the business owes, and money owed to the business.

Money the business owes others

Would you like the system to automatically show: *

Total business debt Amount already paid Remaining balance Due dates Payment history Other

Money owed to the business

Does anyone currently owe the business money? *

Yes

No

Would you like automatic tracking of overdue payments? *

Yes

No

Step 7 of 8 · Performance & Reports

What should the system show you automatically?

This is where the automation becomes most useful.

Monthly financial performance — what should be shown? *

Total income Total expenses Total worker payments Total stock purchases Net profit/loss Outstanding customer debts Total business debts Cash position Other

Would you like to compare: *

What would you like to see immediately on the dashboard? *

Which reports would you like the system to generate? *

Monthly financial summary Worker payment summary Inventory report Income report Expense report Debt report Customer outstanding balances Annual summary Other

Should reports be printable/exportable to PDF? *

Yes

No

Step 8 of 8 · Final Details

Last few things.

This rounds out what we need to design the full system.

Anything else you'd like calculated or automated? *

Any areas you may want to add later? *

Final Requirements

1. Most important thing you want this system to help you accomplish *

2. Second most important thing *

3. Third most important thing *

Anything currently done manually you'd like simplified or automated? *

Anything else we should know about how the business operates? *