Software planning
Software planning: what to work out before you build
“We need an expense-approval app” sounds straightforward. But who can approve a request? What happens when a receipt is missing? Does approval trigger a payment? Software planning is where your team works through these questions, before developers have to guess the answers.
Start with the problem and the people doing the work
Before listing features, understand what needs to improve. Talk to the people who do the work and follow a real example from start to finish.
- The outcome: what should become easier, faster, or more reliable?
- The workflow: who does what, which rules apply, and what happens when something goes wrong?
- The scope: what belongs in this project, and what can stay as it is?
For an expense app, the goal might be to stop requests getting lost in email. Submission, review, and decision tracking belong in the plan. Automatic reimbursement might remain with the existing payroll process.
Make the important decisions clear enough to build
A feature name is a starting point. “Upload a receipt” still needs rules about storage, access, and what counts as a complete submission. Work through:
- Requirements: what each feature does, who can use it, and which exceptions it handles.
- Technical choices: the data, integrations, security, and technology needed to support that behaviour.
- Acceptance checks: observable results that show whether it works as intended.
These decisions should connect. If only an assigned reviewer can see a receipt, that requirement affects access controls and testing. If the app must trigger payment, you need to revisit the decision to leave payroll out.
Check that the plan is practical
A technically sound idea still needs to fit the team’s time, budget, skills, and existing systems. Before committing to the work:
- Identify dependencies and agree what needs to happen first.
- Estimate the effort and decide which work matters most.
- Record assumptions, risks, and unanswered questions, with someone responsible for resolving them.
- Agree how the team will test, release, and support the application.
Planning continues as you learn. When a decision changes, review the requirements, technical choices, and delivery work it affects. A useful plan helps the team make those changes together.
How AlphaTales helps with that planning
Keeping those decisions consistent takes work. AlphaTales helps your team develop the workflows, feature specifications, and technical direction from the business information you provide.
- Workflows: use the project context, clarification answers, and research to suggest how the application should work.
- Features: choose suggestions to expand into specifications, then review requirements, permissions, and acceptance scenarios.
- Architecture: use the planned work, data needs, integrations, and supplied organisation standards to prepare a technical recommendation.
In our expense example, the receipt-access rule helps explain why the plan needs file storage and access controls. The diagram below shows how those kinds of product decisions inform the technical recommendation.
- System boundaries
- Stack choices
- Implementation decisions
Planned work → System boundaries. The architecture should support the workflows and features you’ve chosen, without relying on something you’ve left out.
Conceptual view of related planning inputs. These inputs are considered together. This is not a product screenshot.
Review the proposal, then hand over the agreed plan
Technical Architecture presents the proposed architecture style, technology stack, system diagram, and implementation decisions with their rationale. Your team checks whether the proposal fits the application and resolves any open questions.
When ready, select the workflows, feature specifications, and architecture for a Dev Pack. Developers and compatible AI coding tools receive the reviewed context behind the build.
Your team still owns priorities, estimates, delivery scheduling, implementation review, and testing. AlphaTales supplies planning material to support that work.
Put it into practice with your application
Bring the problem you want to solve and the systems you already use. We’ll show you how AlphaTales can help you work through the plan.
Book a demoFor steps inside the app, see the Technical Architecture and Dev Pack guides.