Step 1:
Discovery & Consultation
Laying the foundations for a tailored, high-performance download platform
At Smart Downloads, we begin every project with a thorough discovery process. This initial phase ensures we understand your goals, your users, and the specific requirements of your software or digital products.
Rather than jumping straight into design or code, we take the time to properly align your business objectives with the platform we’ll create. This results in a more focused, efficient development process — and a far more successful end product.
Understanding Your Business
We start by learning about your organisation and the software or apps you distribute. This gives us a full picture of who you are, what you offer, and who your users are.
We’ll explore:
- The type of software you’re offering (e.g. desktop apps, mobile tools, SaaS, open-source utilities)
- Your target audience: consumers, developers, business users, or enterprise clients
- The typical user journey — from discovery and download to updates and support
- Whether you’re building from scratch, relaunching, or replacing an existing platform
Defining Clear Objectives
Together, we identify the key outcomes you want to achieve. These might include:
- Increasing user downloads or engagement
- Launching new monetisation models (freemium, subscription, pay-per-download)
- Improving the user experience and reducing friction
- Simplifying internal file and version management
- Supporting international access, multiple products, or future scalability
If objectives are broad or high-level, we’ll help define them in measurable terms so they guide our design and technical planning.
Mapping Functional Requirements
Once your goals are defined, we move on to outlining the key features your platform needs.
This typically includes:
Download & File Management
- Uploading and organising files and software versions
- Download tracking and file expiry options
- Public vs. restricted access based on licence or payment
User Features
- Custom dashboards for registered users
- Download history and notifications
- Beta or private release access (if required)
Admin Tools
- File version control and tagging
- Licence or subscription management
- User activity logs and download statistics
Integrations
- Payment gateways (Stripe, PayPal, etc.)
- Analytics tools (Google Analytics, Hotjar)
- Email marketing platforms (Mailchimp, ConvertKit)
- Third-party API or licence verification systems
Reviewing Existing Systems
If you already have a platform or partial setup, we’ll audit what exists and determine what should be:
- Migrated to the new platform (e.g. user data, download logs, licence keys)
- Updated or replaced
- Removed or consolidated
We’ll also review your current branding, navigation, and content structure so that improvements can be built on a strong foundation.
Compliance & Risk Planning
From the start, we account for regulatory and user trust considerations, including:
- GDPR compliance (privacy, cookies, data handling)
- Secure user registration and file access protocols
- Clear terms of use and licensing options
- Optional age or region-based access restrictions
Compliance & Risk Planning
From the start, we account for regulatory and user trust considerations, including:
- GDPR compliance (privacy, cookies, data handling)
- Secure user registration and file access protocols
- Clear terms of use and licensing options
- Optional age or region-based access restrictions
What You’ll Receive
Following this step, you’ll receive a comprehensive discovery document which includes:
- A summary of your project objectives
- A prioritised list of platform features
- A proposed site structure and user journey overview
- Integration, compliance and hosting considerations
- A clear project estimate with milestone options
- A suggested timeline for each development phase
- Notes on optional features for future scalability
This document acts as your project roadmap — designed to eliminate uncertainty and ensure all stakeholders are aligned before we begin the next stage.
The Outcome
The Discovery & Consultation phase sets the tone for the entire project. You’ll come away with a clear understanding of what your platform will do, how it will be built, how long it will take, and what it will cost — all backed by expert recommendations and technical clarity.
It’s a collaborative, strategy-led step designed to ensure we’re building the right solution from day one.