Operix01 / CONTEXT
Common challenges
- Standard products do not fit important exceptions or access rules
- Shared Excel files no longer support concurrent updates, history, or audit needs
- Manual transfer and reconciliation remain between systems
- The requested scope keeps expanding and the first release cannot be agreed
02 / SCOPE
Scope of support
We design from who uses each piece of information, under which permission, and for which decision—not from the number of screens. Existing products are compared first so custom development is limited to the areas that truly need it.
- Requirements based on users, workflows, permissions, and exceptions
- Web applications, admin tools, and API integrations
- Validation, audit logs, backup, and monitoring design
- Acceptance testing, migration, training, and operational handover
Use cases
- Customer, project, and interaction history management
- Request, approval, rejection, and resubmission workflows
- Product, inventory, and price master management
- Data integration between external and core systems
How we work
- Confirm purpose, users, exclusions, and constraints
- Map current work and exceptions
- Agree a prototype and priority features
- Implement and review in short increments
- Complete acceptance, migration, and access checks
- Release, monitor, operate, and prioritize improvements
Who this is for
- Companies with a material gap between packaged software and actual operations
- Teams requiring clear history, access control, and auditability
- Organizations that want to start with a minimal scope and expand deliberately
03 / HANDOVER
Deliverables
Deliverables are agreed for the project scope.
- 01Requirements, workflow, and access design
- 02Application and source code
- 03Test, migration, and release records
- 04Monitoring, backup, incident, and change procedures
04 / IMPLEMENTATION
Implementation considerations
Decide the boundary between packaged software and custom development
For standardized areas such as accounting, attendance, and CRM, packaged products may offer stronger updates, compliance support, and operating history. Custom development can be limited to distinctive workflows and cross-department rules.
Requirements are written as users, triggers, inputs, decisions, exceptions, outputs, and evidence—not simply as requested screens. This separates interface preferences from necessary business capability.
Define functional and operational requirements together
Access control, audit logs, backup, monitoring, recovery objectives, support channels, and change approval affect the architecture as much as visible features. Leaving them until release creates avoidable redesign.
The first release focuses on a complete, usable workflow rather than isolated screens. Lower-priority requests remain visible in a backlog with decision criteria.
Make migration and acceptance part of the design
Legacy data receives mapping, cleansing, duplicate, and reconciliation rules before migration. Representative users test normal, boundary, invalid, access, and recovery scenarios against agreed business outcomes.
After release, monitoring and feedback are reviewed with an owner and schedule. Continued development is based on evidence rather than accumulating unprioritized requests.
05 / FAQ
Frequently asked questions
Should we always build custom software?
No. We compare packaged products, configuration, integration, and custom development, then limit custom work to justified gaps.
Can you begin with a prototype?
Yes. A small prototype can validate workflow, usability, integration risk, and priority before a larger commitment.
Who owns the source code?
Ownership, repositories, third-party components, licenses, and handover conditions are agreed in the proposal and contract.
Do you support the system after launch?
Yes. Monitoring, incident response, backup, changes, and improvement cadence are defined for the required operating level.
06 / REFERENCES
References
Check current official documentation when assessing methods and operating conditions.
- Information-technology Promotion Agency, JapanCybersecurity guidelines for SMEs, version 4.0 ↗
- Ministry of Economy, Trade and IndustryDigital transformation (DX) in industry ↗