Overview
Custom features work best when the business goal, user flow, data requirements, and acceptance criteria are clear before development starts.
When this helps
Use this guide when requesting calculators, portals, integrations, dashboards, custom forms, automations, or plugin development.
Recommended steps
- Describe the user problem the feature solves.
- Map the desired flow from start to finish.
- List required fields, data sources, permissions, and notifications.
- Approve a scope before build work begins.
- Test the feature in staging before launch.
Information XMLA may need
- Feature goal
- Example websites or screenshots
- Required data fields
- Integration credentials
- Approval and test users
Next step
Send XMLA the desired outcome first; we can turn it into a scope, feature plan, and launch path.