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What concrete information should we gather up front for a portal project?

Web Applications & Customer Portals · 2026-10-12

Discovery for Web Applications & Portals should capture audiences and their tasks, service goals, and the current tech landscape (platforms, data flows, integrations), plus constraints around performance and governance. Include examples of user journeys, content structure, and delivery constraints, and run a discovery workshop to align scope and create a shared pre-production plan.

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Use this answer as a practical starting point. Current scope, specifications, compatibility, availability, pricing, timing and next steps should be confirmed directly with Annex where they affect a decision.

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