New Client Questionnaire

1. Please enter your company name

2. Please enter your first and last name

3. Please enter your email address

4. Project Objectives and Goals For resource augmentation/outsourcing: Please provide a high-level overview of your goals for expanding team capacity, including outcomes or improvements you hope to achieve. For project-based work: Please describe the primary objectives for the project(s), along with any specific deliverables or outcomes you wish to achieve.

5. Scope of Work and Deliverables Are there any specific deliverables or milestones expected during the engagement?

6. Team Composition and Experience Level Please specify the number of resources needed for your project and the preferred mix of experience levels (e.g. Junior, Mid-Level, Senior) for each role. Additionally, if certain roles require senior resources or a specific skill set, please highlight these requirements.

7. Technology Stack and Core Competencies Please outline the key technologies, programming languages, or tools that the team will work with. Are there any specific skills or competencies you prioritize for seamless integration with your current setup?

8. Industry Knowledge and Domain Experience Are there any specific industry or domain knowledge requirements (e.g. finance, healthcare, e-commerce) that would benefit the project? If so, please elaborate on the domain-specific skills needed.

9. Estimated Budget Range Do you have an estimated budget range for the resources required, or any flexibility in adjusting resource levels based on budget constraints?

10. Workload and Duration of Engagement For resource augmentation/outsourcing: Can you provide an estimated duration for the engagement and the expected working hours or weekly capacity for each team member? For project-based work: Are there specific phases or a timeline you envision for completing each stage of the project?

11. Timeline for Onboarding and Availability What is the ideal start date for onboarding resources, and do you have a timeline for when the team should be fully operational? Do you have any critical deadlines or peak times that we should consider in planning the engagement timeline?

12. Project Management and Oversight Responsibilities For resource augmentation/outsourcing: Will the resources be managed directly by your internal team, or are you expecting Bridge BSS to provide project management and oversight as part of the engagement? For project-based work: Are there specific project-based management practices or reporting structures you prefer as we manage and oversee the development of your project?

13. Communication Preferences Are there specific communication preferences or progress reports you'd like to establish, such as tools or meeting frequencies?

14. Change Management and Flexibility How do you handle changes or adjustments in scope, and do you foresee any challenges that could affect project delivery?

15. Equipment and Software Provisions Are there any non-standard or domain-specific tools, software, or equipment essential for this project/work that Bridge BSS should be aware of to ensure compatibility and seamless integration with your existing systems?

16. Value-Added Services Are there additional services or areas where our expertise could add value beyond the primary project scope, such as data analysis, automation, or strategy consulting?

17. Performance Metrics and Success Criteria What key metrics or KPIs do you consider essential for measuring resource performance? How often would you like updates or performance reviews on the team's progress?

18. Security and Compliance Requirements Are there any security, compliance, or data privacy standards the resources need to adhere to? If applicable, please provide details on any relevant certifications or background checks required.

New Client Questionnaire

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New Client Questionnaire

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