LHCL CRM — Client Discovery Questionnaire

Section A

Current Workflow & Pain Points

Understanding how your team currently manages employee data and what challenges you face.

1How do you currently manage employee records? (Select all that apply)

2What are your biggest frustrations with the current process?

e.g., data getting lost, hard to search, outdated records, no visibility across sites

3How often do you need to look up or update employee information?

4Who currently has access to the employee spreadsheet, and who should have access in the new system?

5What devices does your team primarily use? (Select all that apply)

6How reliable is internet at your locations?

Location	Always On	Mostly Reliable	Intermittent	Rare / None
Head Office
Project Sites (rural)
Project Sites (urban)

Section B

Reports & Analytics

Help us understand what insights matter most to your business decisions.

7What reports do you currently generate manually? (Select all that apply)

8How important is each report type for the initial release?

Report Type	Must Have	Nice to Have	Not Needed
Headcount by site / location
Employee demographics (gender, age, state)
Hiring trends (new hires per month/quarter)
Attrition / termination analysis
Staff by profession / job role
Banking / financial summary
Pension fund compliance
HMO / health coverage
NIN / BVN / TIN compliance audit
Data completeness / missing info report

9Who are the primary consumers of these reports?

e.g., CEO, HR Manager, Site Managers, Government agencies

10In what format do you need reports delivered? (Select all that apply)

View on screen (with charts) Download as PDF Download as Excel / CSV Print-friendly format Email scheduled reports

Section C

Analysis & Business Insights

Understanding what data-driven questions you want the system to answer.

11What business questions do you wish you could answer quickly? (Select all that apply)

12Would you like a dashboard overview when you open the app? If so, what should it show?

e.g., total staff count, new hires this month, alerts for missing data, pending approvals

13Do you need to compare data across sites? If yes, what comparisons matter most?

e.g., headcount, turnover rate, hiring speed, compliance scores

14Are there any government or regulatory reports you are required to submit?

15Would automated alerts be useful? Which would you want? (Select all that apply)

Missing employee data (NIN, BVN, etc.) Employees without pension setup Upcoming employment anniversaries Sudden headcount changes at a site Data sync failures

Section D

MVP Feature Priorities

Help us understand what features are essential for the first release vs. what can come later.

16Please rate each feature for the initial release (MVP):

Feature	Must Have	Should Have	Nice to Have	Not Needed
Search employees by name, staff number, phone
Add / edit / view employee records
Filter employees by site / location
View / manage sites and locations
Reports with charts and graphs
Export data to Excel / CSV
Export reports to PDF
Works offline (no internet needed)
Mobile-friendly (works on phones)
User roles (admin, manager, viewer)
Google Sheets sync
Import from existing spreadsheet
Audit trail (see who changed what)
Nightly backup of all data

17Are there any features not listed above that you consider essential for the first release?

Section E

Employee Data & Management

Understanding what data matters most and how employees are managed day-to-day.

18Are there employee data fields you want to add that aren't in the current spreadsheet?

e.g., department, supervisor, shift schedule, contract type, salary grade

19What is your employee lifecycle? What stages does someone go through?

e.g., Application → Interview → Hired → Probation → Active → Terminated / Resigned

20Do employees transfer between sites? If so, how often and how is it currently tracked?

21Which employee data fields are considered sensitive and should have restricted access? (Select all that apply)

Bank account details BVN (Bank Verification Number) NIN (National ID Number) Pension / RSA details TIN (Tax ID) HMO / health info Salary / compensation Criminal record info

22How many new employees are typically onboarded per month across all sites?

Less than 10 10 – 50 50 – 100 More than 100

23Do employees currently have ID cards? Should the system generate them?

Section F

Branding, Future Vision & Final Thoughts

Your preferences on look & feel and where you'd like this platform to go long-term.

24From the Brand Review PDF, which logo concept did you prefer?

Concept A — Network Hex (Navy & Gold) Concept B — Shield Builder (Teal & Emerald) Concept C — Crane Pulse (Indigo & Coral) Concept D — Compass Diamond (Purple & Blue) None — I have a different direction in mind

25Do you have a preferred app name, or any of these appeal to you?

Suggestions: HexForce, BuildNet, CrewShield, FieldPulse, SiteSync, VertexCRM, NexaBuild, ConstructLink

26Did you like the dark-mode UI style shown in the mockups?

Love the dark mode — keep it Prefer light mode Offer both (user can switch) No preference

27Beyond employee management, what else should the platform handle in the future? (Select all that apply)

28What would make this project a success for you? What does "done right" look like?

29Is there anything else you'd like us to know that would help us build the right product?

30Contact details for follow-up questions:

Name Role / Title Phone Email

Client Discovery
Questionnaire

Client Discovery
Questionnaire

📝 How to Complete This Form

Current Workflow & Pain Points

Reports & Analytics

Analysis & Business Insights

MVP Feature Priorities

Employee Data & Management

Branding, Future Vision & Final Thoughts

Ready to Submit?

Client DiscoveryQuestionnaire

Current Workflow & Pain Points

Reports & Analytics

Analysis & Business Insights

MVP Feature Priorities

Employee Data & Management

Branding, Future Vision & Final Thoughts

Ready to Submit?

Thank You!

Client Discovery
Questionnaire