Presales Questions

Since 2007 we have helped many organizations to incorporate processes into Confluence.

To help your determine wether the Workflow Plugin is right for you, we have identified a number of questions that will allow us understand better your needs.

Confluence Experience

• How long have you been using Confluence?
• What version and license size of Confluence are you using?

Process / Workflow questions

• Is this an existing process or a new one?
• How well is your existing process documented?
• Has the process been automated before?
• Does your organization use other workflow solutions?
• How often do you expect to need to revise the process?

Content

• Do you handle all your content as Confluence pages or do you use attachments? (Word documents, diagrams, mockups, etc)
• What is the subject matter of your documents?

Stakeholders

• What players are there in your process?
• What notifications do you need to send to people?
• Who has authority to define, and redefine this process?

Integration

• Are you wanting to integrate document content with external systems?
• Do you want to import content from other systems?

Publishing

• Do you want to publish a copy to outside sites?
• Do you need to retain multiple versions of final documents?

Evaluation Stage

• When did you start using the Workflows Plugin?
• If you haven't started using the workflows plugin when do you expect to?
• Where are you in your decision-making process?
• What is the timeline for this problem?
• How involved do you want your staff to be?