Investigation of Existing Systems

Basically, there are two major ways that we will be investigating the current setup of our client.

Questionnaire/follow-up
Interview

By sending the initial questionnaire to your client, you find out what they need assistance with, and you should find out what sort of system they have in place at the moment. It's important that you have a clear picture in your mind of what your client wants to accomplish.

After sending the initial email (or having the initial interview), you need to follow it up with another conversation to get more details. *Remember to document all of this stuff with screenshots, video, sound recordings, etc*