Model the real work
Use record types, fields, forms, stages, roles, tasks, approvals, and terminology that match how the organization operates.
ZephCMS brings configurable workflows and the information around them into one working system. Use this page to understand the product, the starting points, and the questions that determine fit before moving into a tailored conversation.
The product is not presented as a universal answer. It is a configurable starting point for organizations that need workflow, records, documents, permissions, and reporting to stay connected.
Use record types, fields, forms, stages, roles, tasks, approvals, and terminology that match how the organization operates.
Keep documents, contacts, events, correspondence, decisions, and public outputs tied to the right work.
Use roles, office boundaries, sensitivity, permissions, and controlled publishing to make access intentional.
Treat discovery, configuration, migration, testing, training, launch, and stabilization as one implementation path.
Each solution area can be discussed on its own and connected to a wider ZephCMS workflow when the use case supports it. Exact scope is established through discovery and proposal evidence rather than inferred from a category label.
Give people a clear place to find approved records, download published files, and follow public-facing request paths.
Organize searchable records with useful metadata, versions, permissions, retention context, and controlled access.
Connect intake, assignments, tasks, documents, deadlines, correspondence, approvals, decisions, and reporting.
Connect medicolegal workflows spanning intake, investigation, examination, evidence, certification, disposition, and release.
A useful evaluation should make it obvious which behaviors are already part of the product, which depend on configuration, which require an integration or service dependency, and which cannot be responsibly answered until the operating environment is understood.
Use this state only for behavior Zeph Tech can demonstrate in the maintained product without depending on a customer-specific integration or future commitment. A proposal should still identify relevant version, module, deployment assumptions, and any limits that matter to the buyer's scenario.
Use this state when the product can support the intended outcome only after fields, terminology, roles, workflows, forms, reports, publishing rules, or other deployment-specific settings are designed and tested. Configuration should have an owner and acceptance scenario, not merely a statement that it is flexible.
Use this state when the outcome depends on another identity provider, API, data source, external system, network path, messaging service, interface standard, or third-party component. The integration should identify direction, authentication, data ownership, failure behavior, monitoring, support ownership, and test evidence.
Use this state when a responsible answer depends on facts not yet known: source-system condition, data volume, retention obligations, availability targets, accessibility scenarios, hosting constraints, migration quality, security authority, user concurrency, or implementation responsibilities. “Requires discovery” is preferable to turning an unknown into an implied promise.
For material requirements, a proposal or fit review should distinguish included product behavior, configuration work, custom work if any, integration dependency, customer responsibility, Zeph Tech responsibility, third-party responsibility, assumption, exclusion, evidence available before award, evidence deferred to implementation, and the acceptance criterion that closes the item.
This is especially important for migration, security architecture, hosting, identity, interfaces, accessibility, reporting, performance, recovery, records lifecycle, and exit because those outcomes depend heavily on the buyer's environment and obligations.
The 26-row worksheet turns the product conversation into an evidence register spanning workflow, roles, documents, records, security, migration, accessibility, integrations, recovery, support, commercial scope, production acceptance, and early-life review.
Define operating stages, exceptions, terminology, record types, required documents, publication boundaries, retention, search, reporting, and who owns the resulting information. The goal is to know what the system must preserve and what a successful user journey looks like.
Define sensitive-data boundaries, identity lifecycle, privileged access, required audit events, integration dependencies, environments, performance expectations, availability objectives, recovery responsibilities, monitoring, release control, and support escalation before production assumptions harden.
Define migration scope and reconciliation, accessibility scenarios, training readiness, included versus dependency-driven work, exit requirements, production gates, exception authority, and the first operating review. A requirement is stronger when the acceptance evidence is known before implementation begins.
For each material area, record one of four outcomes: fit demonstrated, fit achievable through defined configuration, dependent on a named integration or external condition, or unresolved pending discovery. Then assign the owner, evidence required, next decision point, and consequence if the assumption proves false. The result should be usable as an implementation input if the organization proceeds.
Use product-neutral tools to define requirements and evidence before relying on a ZephCMS walkthrough—or any vendor walkthrough—as the basis for a decision.
Move from operating problem through requirements, evidence, scoring, migration, continuity, and exit.
Open the seven-stage toolkit → 02Challenge security claimsUse 50 evidence-first questions across governance, identity, data, development, infrastructure, detection, response, supply chain, and assurance.
Open the security questionnaire → 03Prove migration readinessIdentify source, data, file, relationship, access, validation, cutover, rollback, and recovery risks before scope is promised.
Open migration readiness → 04Bring the real workflowUse a focused conversation to test product fit, unresolved requirements, implementation assumptions, and next steps.
Request a fit review →Security, accessibility, governance, infrastructure, data, migration, compliance, policy, and delivery choices shape whether a system will work in practice. The evidence standard should not change because Zeph Tech also builds the product.