Start Consultation
Resources

Practical guides, checklists and downloads for better digital systems.

Prepare software requirements, POS workflows, healthcare appointment systems, cybersecurity controls, website content, customer portals and project consultation details.

Search Console Downloads Planning Toolkit Resource Library Decision Assistant FAQ Hub Project Checklist Support & Tracking
View Company Profile Submit Project Information
Featured resource shelf

Start with the most useful business documents.

Open the company profile or use the planning guides to prepare project details.

Checklist

Software Requirement Checklist

Prepare users, screens, approvals, reports, database fields and workflow rules.

PlanningSoftware
Open Checklist
Checklist

POS & Inventory Checklist

Prepare product master, SKU/barcode, cost price, tax, stock and daily reports.

POSInventory
Open POS Guide
Guide

Healthcare Appointment Guide

Plan patient registration, doctor schedules, appointment slots, queue and reminders.

HealthcareAppointments
Open Healthcare Guide
Checklist

Cybersecurity Readiness

Review access roles, activity logs, backup, permissions and secure administration.

SecurityAccess
Open Security Checklist
Guide

Business Automation Starter

Understand which manual workflow should be digitized first and how to start.

AutomationWorkflow
Open Automation Guide
Resource documents

Every resource button opens a specific guide or action.

Company Profile opens the PDF file. Other resources open the relevant planning guide directly in the resource documents area until separate PDF files are prepared.

Checklist

Software Requirement Checklist

For custom software, ERP, CRM, portals, dashboards and business automation projects.

Prepare these before consultation

Workflow stepsWrite the current process from request to completion.
User rolesList admin, staff, manager, customer and approval users.
Required screensPrepare forms, dashboards, reports and customer views.
Data fieldsList important fields, documents and record history.
Approval rulesDefine who can approve, reject, edit or export records.
ReportsPrepare sample PDF, Excel or dashboard reports.
Submit Requirements Project Preparation List
Checklist

POS & Inventory System Checklist

For retail, trading, restaurants, stock-based operations, billing and inventory control.

Required POS planning details

Product masterProduct name, category, unit, SKU/barcode and description.
PricingCost price, selling price, discounts, VAT and price levels.
Stock controlOpening stock, stock in/out, low-stock alerts and reorder levels.
Billing screenCashier flow, payment types, receipts and return process.
ReportsDaily sales, product movement, stock summary and cashier report.
AccessCashier, admin, manager, inventory user and audit logs.
View POS Solution Discuss POS Project
Guide

Healthcare Appointment Planning Guide

For clinics, medical centers, reception teams and appointment-based service workflows.

Required healthcare planning details

Doctor scheduleDoctors, departments, availability and appointment duration.
Patient fieldsName, contact, file number, visit type and required documents.
Reception flowBooking, check-in, waiting, queue status and visit completion.
Reminder rulesEmail, SMS or WhatsApp reminders and timing rules.
ReportsDaily appointments, no-shows, doctor schedule and visit history.
AccessReception, doctor, admin and management permission levels.
View Healthcare Solution Discuss Appointment System
Checklist

Cybersecurity Readiness Checklist

For safer system access, permission planning, activity history and backup preparation.

Required security planning details

User rolesAdmin, manager, staff, customer and restricted users.
PermissionsWho can view, create, approve, edit, delete or export data.
Audit logsActions that should be recorded for admin review.
BackupBackup frequency, storage plan and recovery expectations.
Login securityPassword rules, session handling and admin access.
Data protectionSensitive records, attachments and access restrictions.
View Security Solution Request Security Review
Guide

Website & Customer Portal Planning Guide

For websites, customer portals, order tracking, ticket systems and online service workflows.

Required website and portal planning details

Page structureHome, services, industries, resources, about, support and contact pages.
Customer actionsLogin, submit request, upload file, track status or create ticket.
FormsRequired fields, attachments, categories and submission flow.
Admin panelManage requests, statuses, users, replies and reports.
NotificationsEmail, SMS or WhatsApp update requirements.
ContentBrand logo, service text, images, FAQs and company profile.
View Web & Portal Solution Discuss Portal Project
Guide

Business Automation Starter Guide

For replacing repeated manual work with structured forms, dashboards, approvals and reports.

Required automation planning details

Manual tasksIdentify repeated work, duplicate entry and approval delays.
Input formsDefine what users submit and which fields are mandatory.
Status flowDraft, submitted, approved, rejected, completed or closed.
DashboardPending, completed, delayed, approved and rejected summaries.
NotificationsAlerts for request, approval, completion and follow-up.
IntegrationEmail, WhatsApp, payment, API, Excel or PDF export needs.
View Business Software Start Automation Discussion

Planning toolkit for real projects.

Before software development starts, the project becomes clearer when workflows, users, reports and documents are prepared in advance.

Before requesting software

Define the workflow first.

List the current manual steps, who handles them and what report is needed at the end.

Before building POS

Prepare product and stock details.

Collect product names, SKU/barcode, cost price, selling price, tax rules, stock and reorder levels.

Before healthcare system

Map appointment and reception flow.

Prepare doctor schedule, appointment duration, patient fields, queue rules and reminder requirements.

Before website or portal

Prepare pages, access and content.

List page names, forms, customer actions, files, order status, ticket flow and admin access.

Before cybersecurity controls

Identify users and permissions.

Define user roles, admin rights, data access, activity logs, backup needs and sensitive records.

Before cloud or integrations

List systems to connect.

Prepare payment gateway, email, SMS, WhatsApp, APIs, existing databases and export needs.

Resource library

Organized by project type.

Choose the category that matches your current project or business requirement.

Company & Service Documents

Company ProfileSoftware and cybersecurity overview.
Open
Service OverviewSoftware, cloud, security and support areas.
View
Engagement ModelsStarter, growth and enterprise paths.
View
Project Delivery ProcessHow systems are scoped, built and supported.
View

Software Planning

Software Requirement ChecklistUsers, screens, reports and rules.
Open
User Role Planning SheetAdmin, staff, customer and manager roles.
Open
Dashboard Requirement SheetCharts, KPIs, summaries and exports.
Open
Database Field PlanningRecords, forms, attachments and history.
Open

POS & Inventory

POS Module ChecklistBilling, tax, cashier and receipts.
Open
Product Master TemplateItem, category, cost and selling price.
Open
Barcode / SKU PlanningCode structure and product identification.
Open
Inventory Report ChecklistStock, low stock and movement reports.
Open

Healthcare Systems

Appointment System GuideSlots, reception, queue and reminders.
Open
Patient Flow Planning SheetRegistration to visit completion.
Open
Reception Dashboard ChecklistQueue, status, doctor schedule and actions.
Open
Reminder Flow GuideEmail, SMS or WhatsApp reminder planning.
Open

Cybersecurity

Basic Security ChecklistAccess, logs, backup and monitoring.
Open
User Access Control GuideRoles, permission levels and admin rights.
Open
Backup Planning ChecklistContinuity and recovery planning.
Open
Audit Log ChecklistActivity history and review controls.
Open

Website & Portal

Website Content ChecklistPages, services, forms and contact flow.
Open
Customer Portal PlanningLogin, status, requests and uploads.
Open
Support Ticket WorkflowRequest categories, status and SLA.
View
Order Tracking ChecklistCustomer tracking and internal updates.
View

Not sure what to open first?

Choose the resource based on what you are planning. This path helps you move from idea to project preparation.

I want a company overviewOpen the WeDoCodes company profile for software, cybersecurity, systems and service capabilities.
Open About
I want to build custom softwareStart by preparing workflow, users, screens and report requirements.
Open Checklist
I want POS or inventory softwarePrepare product master, barcode, stock, tax and sales report needs.
Open POS Guide
I want a healthcare appointment systemPrepare doctors, appointment slots, reception flow, queue and reminders.
Open Healthcare Guide
I want cybersecurity controlsPrepare user roles, access limitations, logs, backups and security review points.
Security Checklist
I want a website or customer portalPrepare pages, forms, customer actions, file uploads and admin workflows.
Portal Guide
FAQ knowledge base

Questions grouped by project area.

Review these questions before starting a consultation.

Software Development POS & Inventory Healthcare Systems Websites & Portals Cloud & Integrations Cybersecurity Support & Maintenance Billing & Project Process
Software Development

Planning questions

  • Which workflow should be digitized first?
  • Who will use the system every day?
  • Which reports are required for management?
  • Which screens, forms and approvals are required?
POS & Inventory

Retail questions

  • Do products need SKU or barcode?
  • Should stock be tracked by branch?
  • Are cost price, VAT and low-stock alerts required?
  • Which payment methods and receipt format are needed?
Healthcare Systems

Clinic questions

  • How are appointment slots created?
  • Do doctors have different schedules?
  • Are reminders needed by SMS, email or WhatsApp?
  • Should the reception team manage queue status?
Websites & Portals

Portal questions

  • Will customers log in?
  • Should users upload documents?
  • Do customers need order or ticket status?
  • Which admin users will manage portal requests?
Cloud & Integrations

Connection questions

  • Which systems should connect?
  • Is payment gateway integration required?
  • Are PDF, Excel or API exports needed?
  • Should notifications be connected to email, SMS or WhatsApp?
Cybersecurity

Access questions

  • Who can view, edit, approve or delete?
  • Should user activity be logged?
  • What backup routine is required?
  • Which records should be restricted by role?
Support & Maintenance

Support questions

  • Who should report support issues?
  • Which modules need regular updates?
  • Should support include user training?
  • What response priority is required for business-critical issues?
Billing & Project Process

Project questions

  • What is the expected project scope?
  • Which deliverables should be completed first?
  • Will the project be delivered in phases?
  • Which approval is required before development starts?
Project preparation checklist

Prepare your project before consultation.

The more clearly these points are prepared, the faster we can map the correct solution path.

Current workflowStep-by-step process from request to completion.
Current Excel filesSheets used for stock, reports, approvals or tracking.
Sample reportsPDF, Excel or manual reports that must be generated.
User rolesAdmin, staff, customer, manager and approval users.
Required screensForms, dashboards, customer views and admin panels.
Approval flowWho requests, reviews, approves and receives status.
Communication methodEmail, SMS, WhatsApp or internal notifications.
Existing softwareCurrent tools, databases, hosting or manual systems.
Required devicesDesktop, tablet, mobile, cashier screen or display screen.
Launch timelineExpected start date, priority and delivery phases.
Support expectationMaintenance, training, updates and improvement needs.
Security needsRoles, logs, backup, permissions and data restrictions.

Need help preparing these details?

Send the available files and describe your current process. WeDoCodes can help convert that into a structured software requirement plan.

Start Consultation
Support and tracking center

Quick access for clients and project inquiries.

Open client actions for tracking, support, project information and company documents.

Track an Order

Check request or project status where order tracking is enabled.

Open tracking →

Request Support

Submit a support request for systems, websites or technical assistance.

Request support →

Project Information

Share workflow, documents, users and reports before consultation.

Submit details →

Resource Center

Open WeDoCodes guides, checklists and project preparation resources.

Open Resources →

Careers

Explore future opportunities and team-related information.

View careers →
Guides and updates

Useful reading for better system planning.

These guides explain common preparation points before starting a software, POS, portal or cybersecurity project.

Guide

How to prepare for custom software development

Understand the workflow, users, records and reports that should be prepared before development.

Open guide →
Checklist

What every POS system should include

Product master, barcode, tax, price, stock movement, low-stock alerts and daily sales reports.

Open checklist →
Security

Why user roles matter in business software

Role-based access protects records, reduces mistakes and makes approval workflows clearer.

Open checklist →
Healthcare

How appointment systems improve clinic reception

Booking slots, doctor schedules, queue visibility and reminders improve front-desk coordination.

Open guide →
Portal

What to prepare before building a customer portal

Customer login, request forms, ticket status, document uploads and admin controls should be planned early.

Open guide →

Ready to plan your system?

Download the right profile, prepare your checklist or start a consultation with WeDoCodes.

Start Consultation Open About