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IRIS Phase 1 · Scoping

Tell us how the work runs today.

Seven short sections, about twenty minutes. Answer what you can and skip what you cannot — an incomplete form is more useful to us than no form, and we record what was skipped rather than guessing at it. New to this? Read about IRIS Phase 1 first.

Company & contacts01 / 07

This picks the starting vocabulary, not the ceiling. If none of these fit, IRIS uses a general business footing that works from day one.

Trades you self-perform, services you sell, what you are known for. If you are in construction, IRIS carries trade language for fifteen specialties and this tells us which ones matter.

Current software stack02 / 07
What you run today
Documents & volumes03 / 07
Document types you deal with
Reporting you do today04 / 07

Include the ones nobody asked for but everybody expects.

Biggest time sinks05 / 07

Describe it the way you would to a colleague. This is the question IRIS is built around.

Security & compliance06 / 07
What applies to you
Your questions for us07 / 07

This downloads your answers as a file, then offers you an email to iris@magnoliasystems.ai. Nothing leaves your computer until you send it.