Pre-project survey is an official NewVision engagement format that appears across the site and on multiple solution pages. The main page explains that every project starts with a pre-project survey offsite to understand customer expectations, determine the necessary customization scope and assess data sources at a high level.
Where it is used / why it matters
This step matters because NewVision positions it as the point where solution fit, data availability and implementation needs are clarified before deeper project work starts. It reduces the risk of misalignment and helps prepare a more realistic project scope.
Key points
- Officially described as the starting step of every project.
- Used to understand customer expectations and customization needs.
- Includes high-level data source assessment.
- Closely linked to later PoC and implementation stages.
Related concepts
See also Proof of Concept (PoC), Implementation, Integrations, Data availability and Request demo.