Match the solution to the missing decision or connection

The right project shape depends on what your team already knows and what the current tools can support. A clearer public explanation, a structured request and a private review workspace solve different problems. Combining them is useful only when the relationships are understood.

When customers cannot identify the appropriate enquiry

A business website can explain approved capabilities, product families and the information needed for the first conversation. A catalogue can then organise specific references, units and documents where the range requires that structure.

This combination is suitable when visitors have enough information to compare products or describe a requirement, but the current site does not help them do so. It does not replace qualified advice about suitability. Start with business websites and supplier catalogues.

When requests arrive without the details staff need

A quote form can preserve selected catalogue context and ask for the information required at the next review. The receiving flow should make incomplete or uncertain information visible. Adding more required fields is not automatically an improvement; each should serve a specific decision.

If staff can already review the request in a suitable existing tool, a small connection may be sufficient. If the review involves several line-level questions, proposed alternatives and corrections, an internal workspace may need its own scope. Compare quote intake with workflow tools.

When the right document depends on the customer relationship

A portal can connect a file with an organisation, an authorised contact and a particular quotation or task. The design should distinguish public product information from material that needs restricted sharing. It should also account for changes to that relationship.

A general library with a login may be too broad when some users must see only particular documents. Conversely, moving every public sheet into a portal can add unnecessary account work. Document portals begin with the approved audience for each kind of material.

When repeated entry changes the meaning of records

A connection can reduce manual copying if the source and destination meanings are established. It needs a decision about identity, units, document basis, corrections and failed transfers. Automating an ambiguous exchange can make the same error arrive more quickly and at greater scale.

System-connections work can inspect the supported interface and demonstrate the receiving result. The first delivery may be a controlled exchange with a visible review boundary rather than a fully unattended process.

When the current site is becoming difficult to maintain

Renewal can address structure, platform constraints and the treatment of old entrances. Support can address agreed ongoing changes and investigation. These should be considered separately from routine content approval: the business still needs people who can verify product facts and languages.

Use website renewal for a planned transition and support and care for a defined ongoing responsibility. The repair-or-replace guide helps compare the necessary change with the system you already have.

To choose a starting point, complete one path through the worksheet. Identify the first place where a person cannot make the required decision from the information available, then describe that gap.