Information management use case
Supporting a client with information requirements
The everyday situationA client needs useful requirements for this project, rather than a generic list copied from another appointment.
Available with configurationAll use cases
Aventa's role
How Aventa could help
With the client’s purpose and project sources captured, Aventa can help the advisor organise information needs and clarification questions for agreement.
Practical outputs
What you could produce or manage
- Information needs for agreement
- Clarification questions
- Project context record
Professionals in control
What remains with the project team
Aventa helps structure and record the work. The project team remains responsible for appointments, professional judgement, approvals and project decisions.