The first thing you need to do is talk to the client and find out what it is they want to do. The conversation shouldn’t necessarily be technical in nature but rather cover the general problem(s) that exist and what proposed solutions there might be, if this is known. Examples of problems that might be solved at a company are:
Could you do the same thing via “some kinda database thingie?”
When you’re talking about these problems with the client, it’s okay to start thinking in the back of your mind how these issues might be solved using FileMaker products (or other ones, when FileMaker isn’t suitable). But geekspeak need not come into the conversation unless the client is already familiar with FileMaker Pro or is generally technically savvy.
Focus on finding out exactly what the client is interested in trying to do and take good notes. Also keep in mind that, even though you could surely use the consulting dollars, in the final analysis, maybe new software isn’t what the client needs in order to be able to process orders in less than eight minutes. Maybe what’s needed is for everyone to have access to a more reliable network connection, or a quieter work environment, or more of the office’s light bulbs working.
A good solution is an honest one, and clients will appreciate it (and keep coming back) when you say things like, “Ah, you don’t need all those bells and whistles. Just take this 7MB image of a gopher off of the main menu layout and that will speed things up tenfold!”
Here’s a good list of questions to ask any client. They help you understand not only the current proposed project at hand but also the client’s company and workplace in general. Be sure to only ask questions relevant to the current situation.
Don’t waste a client’s time with trivia.
These questions are concerned with general information about the company what they do and how they do it.
These questions are concerned with general information about the project your firm has been called in to discuss.
Network/IT Environment Description
These questions are concerned with the information technology infrastructure the company has.
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