Checklist for HubSpot Integrations & Apps Development

Phase I - Requirement Engineering (Feasibility)

The Process

1. Initial Consultation

• Understand the client's business needs and objectives.
• Discuss the scope and potential impact of the HubSpot integration or app.

2. Requirement Specification

• Gather detailed requirements from the client.
• Ensure requirements are clear, achievable, and correctly understood.

3. Feasibility Analysis

• Assess the technical feasibility of the requirements..
• Connect with the HubSpot Apps Marketplace team if needed.
• Identify any potential challenges or limitations.

4. Cybersecurity Assessment

• Evaluate cybersecurity needs and risks.
• Plan for data protection and compliance with relevant cybersecurity standards.

5. Regulatory Compliance Check

• Identify any industry-specific regulations that must be adhered to.
• Ensure the project plan includes steps to meet these regulatory requirements.

6. Technical Specification Development

• Create a detailed technical plan, including technology stack, architecture, and integration points.
• Define the workflow and user experience for the app or integration.

7. Cost Estimation

• Provide a detailed quote for the project.
• Include cost breakdowns for development, testing, deployment, and maintenance.

8. Timeline Projection

• Develop a realistic timeline for the project.
• Include key milestones and deliverables.

8. Approval and Agreement

• Present the project quote and technical specification/plan to the client.
• Obtain approval and sign-off from the client.

Phase I Deliverables

• Confirmation of feasibility.
• Provide a project quote.
• Ensure everything is ready for the Project Execution phase and there are no unknowns.
• Deliver detailed technical specifications to the client

Phase II - Project Execution

The Process

1. Project Kickoff

• Officially start the project.
• Ensure all stakeholders have a clear understanding of the project plan and timelines.

2. Development

• Begin coding and development of the app or integration.
• Follow the technical specifications and adhere to best practices.

3. Regular Progress Updates

• Provide regular updates to the client:

1. As requested by the client
2. Full progress reports on Fridays
3. If the client cannot use Slack for regulatory reasons, identify their communication channel of preference.

• Adjust timelines and strategies as needed based on feedback and progress.

4. Quality Assurance

• Conduct thorough testing, including unit testing, integration testing, and user acceptance testing.
• Ensure the product meets all requirements and is free of bugs.

5. Security and Compliance Review

• Perform security audits and compliance checks.
• Address any vulnerabilities or compliance issues.

6. Deployment

• Deploy the app or integration in a controlled environment.
• Monitor for any issues during the initial launch phase.

7. Training and Documentation

• Provide training to the client on using and managing the app or integration.
• Deliver comprehensive documentation for future reference.

8. Post-Deployment Support

• Offer support and maintenance services post-deployment.
• Address any issues or updates as required.

9. Project Closure

• Officially close the project once all objectives are met, and the client is satisfied.
• Conduct a post-mortem analysis to identify lessons learned and areas for improvement.

Phase II Deliverables

• Product delivery and deployment.
• Documentation.
• Training materials.
• Support, as needed.