Describe the first usable release
An appointment companion, a staff scheduling app and a product that supports clinical decisions are different projects. Define the first user journey and its boundary. Specify whether a mobile website can meet the need or whether device capabilities and app-store distribution are necessary.
List the users and their permissions, the devices you must support, the systems the app must connect to and the process it replaces. Include a route for people who cannot use the app. A short prototype can expose misunderstandings before a supplier prices a full build.
Separate the budget into work packages
- Discovery: research, workflow mapping, technical investigation and a written scope.
- Design: prototypes, content, accessibility evaluation and testing with intended users.
- Delivery: application code, administration tools and documented interfaces.
- Assurance: security testing, recovery exercises and any specialist assessment your intended use requires.
- Launch: migration, staff training, release preparation and operational handover.
- Running costs: infrastructure, third-party services, support, monitoring and future platform updates.
Ask what changes the estimate
Request a range tied to explicit assumptions, with the most uncertain items identified. A supplier cannot reliably estimate an integration without knowing whether access is available, what the interface supports and whether a test environment exists. Resolve those questions early.
Ask how scope changes are agreed and what evidence marks a milestone as complete. Compare proposals using acceptance criteria rather than counting screens. A screen showing a booking confirmation is not finished if the booking can silently fail in the receiving system.
Use a quote comparison worksheet
For each work package, record the supplier's price, exclusions, dependency owner, acceptance evidence and ongoing charge. Keep tax treatment and contract period consistent. Do not treat an illustrative allowance as a supplier quotation.
Before committing, identify who will own accounts, repositories, documentation and data exports. Reserve time for operational testing and handover. A build that your team cannot support or exit is not fully costed, even when the initial delivery price appears attractive.



Further reading
These primary sources provide additional context for the project decisions above.
Related decisions
Turn the brief into a working service
Kay & Co. can help you scope the work, design the experience and deliver the right solution for your organisation.
Explore software & apps services or discuss your project.
Try the free Healthcare Digital Planner to find your starting priority.