// DISCOVERY QUESTIONNAIRE

Tell us what you need.

About 10 minutes. Your answers let us come back with mockups and the logic of your toolset within five business days - no commitment until you like what you see. Answer what you can; “not sure” is a perfectly good answer anywhere.

// 01 - COMPANY & CONTACT

Company name *

Your name and role *

Best email for follow-up *

Phone (optional)

How many locations/branches do you have, and where?

How did you hear about us?

P21 user group Referral Other

// 02 - YOUR P21 ENVIRONMENT

Is your Prophet 21 cloud-hosted or on-premises?

Cloud-hosted On-premises Not sure

What P21 version are you on? (if known)

Do you have the Epicor P21 API license?

Yes No Not sure

Roughly how many P21 users do you have?

// 03 - THE TOOL YOU NEED

In your own words: what problem should this tool solve? What does “fixed” look like a month after go-live?

Who would use it day-to-day (roles, and roughly how many people)?

How is this handled today (existing software, paper, spreadsheets, workarounds)?

Rough volumes - e.g., transactions or orders per day, busiest-hour users:

Must-haves vs. nice-to-haves (two short lists):

// 04 - INTEGRATIONS & HARDWARE

If payments are involved: who is your payment processor, and do you take cards in person, online, or both?

If shipping is involved: which carriers and do you have your own accounts?

What hardware do you have or plan to have? (receipt printers, label printers, barcode scanners, cash drawers - makes/models if handy)

// 05 - HOSTING & IT

Can you host a VM on your own infrastructure?

Yes No Prefer you host it

Who manages your network/IT (in-house team, MSP/outside firm)?

// 06 - TIMELINE & EXPECTATIONS

When would you ideally want this live?

Budget comfort zone (USD; optional - helps us right-size the first proposal)

Anything else we should know?

Got it - thank you.

Tell us what you need.