Orivian Toolkit — orivian.ai/toolkit
Internal Tool Requirements Worksheet
A worksheet for scoping an internal tool before replacing spreadsheets, manual handoffs, or disconnected workflows.
Internal Tool Requirements Worksheet
A worksheet for scoping an internal tool before replacing spreadsheets, manual handoffs, or disconnected workflows.
Best for
Businesses considering a custom internal tool, dashboard, portal, or workflow system.
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Current workflow
Question 1
What process are you trying to improve?
Question 2
Where does the workflow start?
Question 3
Where does it end?
Question 4
Who owns each step?
Question 5
Which tools are involved today?
Question 6
Where does the process usually break down?
Users and roles
Question 1
Who will use the tool daily?
Question 2
Who only needs visibility?
Question 3
Who can create records?
Question 4
Who can approve or complete work?
Question 5
Who needs admin access?
Core features
- ✓Create and edit records
- ✓Track statuses
- ✓Assign owners
- ✓Upload or attach documents
- ✓Send notifications
- ✓Filter and search records
- ✓Show dashboard summaries
- ✓Export or report on activity
- ✓Connect to existing systems
MVP boundaries
Question 1
What must the first version do?
Question 2
What can wait until later?
Question 3
Which edge cases should stay manual at first?
Question 4
What would make the first version successful?
Question 5
What should we intentionally not build yet?
Results
How to keep the first version focused
- Build around the core workflow first, not every edge case.
- Replace the most painful manual steps before adding advanced features.
- A focused internal tool should create clarity, reduce duplicate entry, and make ownership obvious.
- If the requirements list keeps growing, define what belongs in version two.
Related Orivian pages
Next step
Want help turning this into a working system?
Orivian can help prioritize the right workflow, dashboard, AI use case, or internal tool and turn it into a practical first version.