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Uncover & Align

Align business goals and value statements and uncover the business and technical requirements the solution needs to achieve the desired outcomes.

Business Requirements

Work across stakeholders within the business to define and align the outcomes to be achieved by the project.

Deliverable

Business Requirements Document

Ideal Format & Timing

  • Half-day workshop with key stakeholders
  • 2-3 days total

Key Activities

  • Identify key tasks or activities the system needs to perform
  • Uncover business outcomes that will measure the project's impact on the business
  • Build alignment across the business on the ultimate measures of success all parties are working towards

Benefits

  • Creates a tangible list of metrics to measure success and the impact on the organization
  • Identifies success metrics shared across the business to align various groups throughout the business

Functional Requirements

Understand the key tasks, processes, and needs the system must perform, including controls and compliance considerations.

Deliverable

Functional Requirements Document

Ideal Format & Timing

  • Working sessions and workshops with SMEs
  • 3-4 weeks total

Key Activities

  • Identify key tasks or activities the system needs to perform
  • Identify the processes that facilitate those tasks and uncover users' needs
  • Capture nuances and exceptions and determine how to address them in the overall design

Benefits

  • Identifies key processes within each main business function to better capture the system's requirements
  • Highlights nuances and exceptional needs earlier in the process, minimizing design rework

Technical Requirements

Understand the technical-level requirements to support the system, integrations, and data flows.

Deliverable

Technical Requirements Document

Ideal Format & Timing

Working sessions and workshops with SMEs
3-4 weeks total

Key Activities

Break down the functional requirements into their technical needs and requirements
Understand data flows, validations, errors, timing, and reprocessing workflows on the data set
Identify and design integration formats and "handshake" points within the end-to-end flow

Benefits

Achieve an accurate scope on the integration and data needs early in the process
Understand file and data formats at key connection points to ensure the solution design supports these needs
Build cohesion among all parties and vendors to understand requirements and accurately plan dependencies

Value Management

The solution to tech-project regret

Companies across all industries struggle to successfully implement the software they've purchased, resulting in unrealized value, frustration, and regret. Regret often occurs when problems are misdiagnosed as a symptom or not fully known or understood. Focusing on business-value outcomes helps ensure the real problems are solved.