Current situation
Explain the workflow, system, market, or business requirement as it stands today.
Start with context
Send a project brief.
Describe the service you are considering, your current timing, and the practical context around the requirement.
Before you get in touch
Provide enough context for a focused first conversation.
A complete specification is not required. The useful starting information is the service area, current situation, immediate priority, timing, and any operational constraints that could affect scope.
Immediate priority
Identify what needs attention and the timing that should be considered.
Relevant connections
Note the people, systems, vendors, processes, or jurisdictions that may affect the discussion.
Clear answers
Questions about starting a discussion
What should a project brief include?
Include the service of interest, current situation, immediate requirement, timing, indicative budget and currency, and any practical context that may affect the work.
Should I submit a brief or book a call?
Submit a brief when you want to provide written context first. Book the 30-minute call when a focused conversation is the more useful starting point. Both options are available.
What is the 30-minute call intended to cover?
The call is intended to identify the relevant service area, explain the immediate priority, place the requirement in its operating context, and clarify possible next steps.
Do I need to be affiliated with RiaFin?
No. RiaFin Professional Services are open to professionals, firms, and organizations irrespective of RiaFin affiliation or framework alignment.