Demo requirement · owner: Demo Team
Discovery Portal demo workspace
A sanitized walkthrough of how CiderSoft captures client requirements, assigns ownership, tracks answers, and exports delivery-ready scope.
Questions
26
Answered
20
Approved
7
Assets
4
Sanitized discovery sections
| Section | Questions | Answers | Status |
|---|---|---|---|
| Business Goals Launch a self-service client onboarding portal with a clean approval handoff. | 8 | 8 | 100% answered |
| Users & Permissions Admins, client sponsors, SMEs, BAs, and reviewers each see only their lane. | 6 | 5 | 83% answered |
| AI & Automation AI drafts follow-up questions, summarizes meetings, and highlights missing decisions. | 7 | 4 | 57% answered |
| Launch Readiness MVP scope, signoff checkpoints, rollout plan, and support ownership are tracked. | 5 | 3 | 60% answered |
Sample requirement table
| Prompt | Status | Priority | Owner | Answer preview |
|---|---|---|---|---|
| Map the client intake flow from first call to approved scope. | Answered | High | Demo BA | Stakeholders confirmed intake, review, approval, and export stages. |
| Define what information is required before a project can move to planning. | Answered | Highest | Demo PM | Required fields include sponsor, goals, users, integrations, timeline, and risks. |
| Clarify what AI-generated content must be reviewed by a human. | Needs clarification | High | Demo SME | Recommendation: draft-only AI with named approver before client-visible output. |
| Confirm export formats needed by delivery teams. | Approved | Medium | Demo PM | Markdown and PDF discovery packet for handoff; CSV matrix for backlog import. |
| Identify data that should never appear in a public demo. | Answered | Highest | Security Review | Real client names, emails, contracts, candidate data, and attachments stay hidden. |
Sample Kanban handoff
Read-only example board using fake project data.
Open 1
Assigned 1
Demo requirement · owner: Demo Team
Answered 2
Demo requirement · owner: Demo Team
Demo requirement · owner: Demo Team
Needs clarification 1
Demo requirement · owner: Demo Team
Approved 1
Demo requirement · owner: Demo Team