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Guidelines

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For those interested  in using my services, here are some useful guidelines which can help make our collaboration more productive and reduce development cost.

  1. The first step is to clearly define what we are trying to achieve and what the different metrics are: the input, output, performance requirements, what is to be delivered and in what time frame, etc. This will allow me to give a more accurate time and cost estimate and will also help us determine when the project is completed.
  2. Estimates are just that, so the fact that I say “it should take X hours or Y days” doesn’t mean it will take exactly that amount of time. I try to be as conservative as possible, as I don’t like unpleasant surprises myself. I sometimes do finish projects sooner than estimated. It is also common for software projects to turn out to be more complicated during the implementation phase than expected during the initial phases.
  3. Please do not make assumptions when you describe your system. So do not expect that because a certain element or behavior seems obvious, it will also be obvious to me.
  4. Related to #3, give as many details as possible. For example, instead of “the system buys when the moving average crosses the median line” use “the system buys at market when the SMA of close with a period of 5 bars crosses over the median line between high an low calculated as (high + low)/2”.
  5. Even if we follow #3 and #4., there will always be elements that need to be clarified – that is the nature of software development, so please be prepared to answer many questions.
  6. This will be an iterative process, so you will receive intermediate versions or results that you can test yourself to make sure that they meet your functional expectations. Based on your feedback, I will then continue the work.
  7. Also, related to #6, the project will certainly change as we go along, based on new facts or a better understanding of the problem that comes only when trying to actually implement an idea. As a consequence, the initial assumptions and time estimates may have to be adjusted accordingly.

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