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Prepare your project brief
A useful demonstration agenda
| Topic | What to request |
|---|---|
| Client access | Which interfaces and branding options apply to the proposed arrangement |
| Accounts and instruments | A representative workflow, configuration boundaries and access roles |
| Connected systems | A proposed CRM/account flow and data/execution responsibility map |
| Operations | Monitoring ownership, incident route and handover documents |
Ask which parts can be shown in a demonstration environment and which require a project-specific review. A demo request does not assume that every module or third-party connection is already available.