Avoiding 6 common pitfalls in Software Project Pre-Sales

Avoiding 6 common pitfalls in Software Project Pre-Sales

  1. Underestimating project complexity. Without a deep understanding of requirements and technical details, timelines and budgets can be unrealistic. The team should estimate all features at least a high level. You can use min/max, 3-pert, analogous with experts estimation technics for this task. Add a buffer, and think about what amount of development speed will you get with selected accelerators, frameworks, tools.
  2. Missing key team members. If necessary areas of expertise are not represented, critical aspects of the project may be overlooked. Our pre-sales team includes professionals from development, business analysis, design, and project management to provide comprehensive scoping and staffing plans. It is recommended to have people who will actually deliver the project be on pre-sales activities.
  3. Ignoring risks. We identify and assess potential risks like technical challenges or resource constraints, then develop proactive mitigation plans (even before development starts). With risks on the radar, you can proactively plan ways to avoid or mitigate them if they occur. So consider deep risk assessment. Especially for T&M projects.
  4. Lack of communication. We ensure all stakeholders understand goals, timelines, and budgets by communicating them clearly and consistently throughout the pre-sales process. This alignment minimizes confusion and conflicts once the project is underway. And you should find an actual goal of the project. E.g. developing a micro-service platform is not the goal, it’s an instrument to achieve one.
  5. Unrealistic expectations. We are transparent about what can be delivered within specified timelines and budgets. While optimistic, we under-promise and over-deliver to exceed expectations. Proactively managing expectations leads to a satisfied client and a successful project. This is especially critical when you work with non-technical customers.
  6. Ignoring budget and time concerns. We rigorously evaluate budgets and timelines to ensure they are feasible and address any issues promptly. It is easier to make adjustments before the project starts than trying to squeeze things in later. Don’t forget to document your concerns, decisions and your tactics to achieve project goals.


In summary, with careful planning and management, the pre-sales phase can lay a strong foundation for a successful software project delivery. By understanding requirements, including the right team, assessing risks, communicating well, setting realistic expectations, and evaluating constraints, we can avoid common pitfalls and start your project off on the right foot.

Good luck with the great things you build. And let all your project be green!

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