Discover
Understand your goals, workflows, and operating environment.
Plan orders, execution, balances, deposits and withdrawals, and admin tools around the business model and operational requirements. Distinguish full-platform projects from individual modules, and separate demonstration environments from live asset operations.
Trading interfaces, market data, order books, orders, and execution states
Order processing, matching engines, or integration with existing engines
Internal ledgers, balance consistency, and reconciliation
Deposits and withdrawals, approvals, limits, and exception handling
Administrative access, audit records, and monitoring
Understand your goals, workflows, and operating environment.
Define features, priorities, and integration requirements.
Build the agreed scope and review progress together.
Prepare testing, deployment, and operational handover.
You don’t need a finished specification.
Start with the problem you want to solve.