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Large-Scale Tech PM Guide in Jordan & GCC | Geel Tech

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Geel Tech’s Methodology for Managing Large-Scale Tech Projects in Jordan & GCC is a practical, step-by-step guide for running complex software builds (ERP, HRMS, and custom business platforms) from discovery to delivery—focused on clarity, documentation, and predictable execution.

What this guide covers

  • How large projects start (discovery + scope definition)

  • What to document before development begins

  • How proposals, contracts, and milestones are structured

  • Team setup, UI/UX workflow, and development stages

  • Testing, UAT, delivery, handover, and support

Phase 1: Discovery (From first contact to first concept)

Goals of discovery

  • Align on the business problem (not just features)

  • Define the system type (web, mobile, ERP, HRMS, custom platform)

  • To keep requirements realistic and measurable, align early with a computer systems analyst mindset: define inputs, outputs, roles, and acceptance criteria.

Discovery checklist

  • Core objectives and success criteria

  • Target users and departments (HR, finance, operations, admin)

  • Current process pain points (manual work, approvals, reporting)

  • Must-have integrations (ERP, APIs, payment gateways, SSO)
    If your platform includes payments (subscriptions, deposits, checkout), choosing the right gateway early prevents rework—see our payment gateway selection guide.

  • Compliance/security needs (access control, audit logs, data retention)

Output of discovery

  • High-level scope and assumptions

  • Initial feature list (prioritized)

  • Risks and open questions log

Phase 2: Analysis & documentation (The foundation)

Why documentation matters in large projects

Documentation reduces rework, protects scope, and makes delivery measurable—especially when multiple teams/modules are involved. 

Documentation package checklist

  • SRS (Software Requirements Specification)

  • BRD (Business Requirements Document)

  • System Analysis Document

  • RTM (Requirements Traceability Matrix)

  • UAT Scenarios (User Acceptance Testing)

  • Solution Architecture

Practical tips for strong requirements

  • Write requirements as testable statements (clear “done” criteria)

  • Separate “must-have” from “nice-to-have”

  • Attach sample screens/flows for complex processes (approvals, roles)

Phase 3: Technical & financial proposal (Clear from day one)

What a good proposal should include

  • Team breakdown (Backend, Frontend, Mobile, QA, PM)

  • Tech stack (example: Laravel, Flutter, React, MySQL)

  • Timeline by phase (design, development, QA, UAT, launch)

  • Deliverables list (documents + source code + environments)

Estimation checklist (to avoid surprises)

  • Modules and sub-modules mapped to effort

  • Third-party services and licensing assumptions

  • Integration scope (APIs, data migration, legacy systems)

  • Performance and security requirements

Phase 4: Contracting & governance

What should be defined in the contract

  • Scope boundaries + change request process

  • Milestones and acceptance criteria

  • Ownership and intellectual property terms

  • Support window and response expectations (if applicable)

Change control (critical for ERP/HRMS)

  • Every new requirement becomes a change request

  • Each change request includes: impact on time, cost, and scope

  • Approve changes before building them

Phase 5: Team setup & task distribution

Role structure that scales

  • Project Manager (single point of contact)

  • Tech Lead(s) per domain/module

  • Developers assigned by module ownership

  • QA integrated early (not only at the end)

Tooling checklist (examples)

  • GitHub for version control and code reviews

  • Trello/Notion for sprint planning and documentation

  • A clear ticket workflow (Backlog → In Progress → Review → QA → Done)

Phase 6: UI/UX design workflow

UX principles for business systems

  • Reduce steps for common tasks (requests, approvals, reporting)

  • Make roles obvious (employee vs manager vs admin)

  • Design for real data density (tables, filters, exports)

UI/UX deliverables checklist

  • User flows

  • Wireframes (where needed)

  • High-fidelity screens in Figma

  • Component states (loading, empty, error)

  • Approval/feedback cycle before development starts

Phase 7: Development (Build the system module by module)

Recommended build sequence

  1. Core architecture + roles/permissions

  2. Database structure + main entities

  3. Core modules (HR, finance, operations—depending on system)

  4. Integrations (APIs, ERP connectors, payments if relevant)

  5. Reporting and exports

  6. Admin tools and audit logging

Development quality checklist

  • Code reviews for all merges

  • Environment separation (dev/staging/production)

  • Logging and monitoring plan

  • Security basics: least-privilege access, input validation, encryption where needed

Phase 8: Testing, UAT, and final delivery

QA testing checklist

  • Functional testing per module

  • Regression testing per release

  • Performance checks for heavy screens (reports, dashboards)

  • Security checks for roles and permissions

UAT (Client acceptance) checklist

  • UAT scenarios mapped to RTM

  • Bug/feedback triage process

  • Acceptance sign-off per milestone

Final delivery package

  • Source code + repository access

  • Full documentation set

  • Deployment notes + environment configuration

  • Admin/user training materials (short guides)

Phase 9: Training & support (Post-launch readiness)

Training checklist

  • Admin training (roles, settings, permissions)

  • Department training (daily workflows)

  • “How to report issues” guide (screenshots, steps, environment)

Support checklist (best practice)

  • Defined channels (ticket/email/WhatsApp—whatever fits operations)

  • Severity levels (critical, high, normal)

  • Patch and release schedule

Common pitfalls in large-scale projects (and how to avoid them)

Scope creep

  • Fix: strict change request workflow + milestone acceptance

Late testing

  • Fix: QA from early sprints + UAT scenarios prepared upfront

Unclear ownership

  • Fix: module ownership + a single PM communication lane

Overbuilding before validation

  • Fix: ship core workflows first, then enhancements after real user feedback

FAQ

What’s the ideal documentation set for ERP/HRMS projects?

At minimum: SRS, BRD, RTM, architecture overview, and UAT scenarios mapped to requirements.

How do you keep timelines predictable in Jordan & GCC projects?

Use milestone-based delivery, strict change control, and clear acceptance criteria per phase.

Should UI/UX happen before development?

Yes for large systems. Approving flows and screens early prevents costly rework during development.

When should integrations be built?

After core entities/modules are stable, unless the integration is required to validate the workflow early.

For organizations looking to build complex ERP/HRMS or custom platforms with predictable delivery, explore our custom software development services in Jordan & GCC.

Conclusion

Large-scale software projects succeed when discovery is structured, documentation is complete, delivery is milestone-based, and QA/UAT are planned from day one. Using a clear methodology makes complex systems easier to build, test, and hand over—especially across multi-team environments in Jordan and the GCC.

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