Various companies. Various tasks for the site.
Six model situations that help you choose the direction and scope of work. Find out what the customer needs, what needs to be retained and how to evaluate the result.
These are scenarios to make decisions. The actual implementation has a separate description ↗
Scenario 01
A workshop with several points or types of service
The customer must be directed to the correct service, location and number. General contact may not be enough when you handle cars, trucks and machinery differently.
What needs to be kept
- division of services and points
- telephone numbers and hours assigned to the appropriate part
- directions and old offer addresses
How to approach the decision
If the site only presents this information, you may want to consider migrating. Simplifying the backend should maintain the needed contact breakdown. If there is a visit management system in place, we define its role separately.
Check example
Access the offer of a specific service from your phone. Check whether the appropriate point is visible and whether the button selects the correct number, also outside the home page.
Scenario 02
Installer or finishing company with a gallery of projects
The client is looking for a contractor for a specific job and wants to see similar projects. Photos help him assess the scope, so they are part of the offer.
What needs to be kept
- recognizable services, e.g. installation and service
- implementation groups and related photos
- how to add more works
How to approach the decision
A rarely updated gallery may fit into a page with ready-made files. If an employee frequently adds new projects, convenient editing is needed. A large photo archive needs to be counted and described in scope, even with few tabs.
Check example
Open the selected implementation on your phone. Confirm correct photos, larger preview and go to contact. Compare speed without removing materials needed by the customer.
Scenario 03
Transport priced based on route and date
The company needs data to prepare an offer. A generic "transport please" message may not be sufficient if the route, date and size of the group or load are missing.
What needs to be kept
- types of journeys or transports
- necessary questions for the quote
- the right recipient and a clear way of confirmation
How to approach the decision
The inquiry form does not have to be a booking system. If it only collects data for a conversation, we set the fields and shipping. If it confirms the date or price automatically, a separate process description is needed. We do not change the meaning of the button during migration.
Check example
Send marked TEST inquiry without real reservation. Confirm that the recipient has received the necessary fields and can respond. The message is intended to correspond to what was actually ordered.
Scenario 04
The website refers to reservations in a separate system
The customer views the offer on the company's website and selects a date in an external service. The correct purpose of the link and the continuity of this path are important.
What needs to be kept
- address of the appropriate facility or calendar
- account and terms of the external service
- telephone or other necessary contact channel
How to approach the decision
The link to the standalone system itself may remain after a simple site has been migrated. This is different from a calendar that stores appointments inside WordPress. First, we determine the location of the data and whether the page only sends, embeds a view or participates in the entire process.
Check example
Check if the button leads to the correct service and facility. The actual booking test requires controlled conditions so as not to miss your appointment or trigger your payment.
Scenario 05
The company changes the schedule, offer or messages on its own
For the team, publishing the fix quickly may be more important than the number of pages. A few tabs do not mean that the panel is unnecessary.
What needs to be kept
- ability to be edited by the right person
- typical tasks, e.g. replacing the layout and photos
- how to check the public version
How to approach the decision
First, it is worth tidying up the current editor or repairing the save. A basic, no-panel migration can increase your dependency on the contractor. If the company selects the files, it must first agree on how and when changes will be ordered.
Check example
The person who will maintain the site performs the agreed upon typical fix and checks the result. The login or contractor's demonstration alone does not confirm the comfortable operation of the company.
Scenario 06
Rental with catalog and telephone contact
The customer needs to know the device, how to determine availability and the collection rules. The catalog does not necessarily have to indicate a store.
What needs to be kept
- devices and current information about them
- confirmed terms of use and contact
- addresses used in offers or QR codes
How to approach the decision
A directory with telephone scheduling can work on a simple website. Live availability, payments and confirmed reservations require a separate system. Before transferring, we also confirm that the materials are up to date, instead of copying outdated rules.
Check example
Find a specific device and go to the established contact method. Make sure the website clearly explains how to get availability confirmation and what the next step is.
Which element decides for you?
List an important customer activity and one typical change performed by the company. These two examples will help you assess whether ready-made files are enough or whether you still need a panel and an additional system.