Your Requirements
Discovery and clarification of client requirements is essential to successful projects and service. Requirements can be as simple as a one page outline of project deliverables or service level agreement points. For more complex projects it might be a longer document that provides details on multiple phases of a project's requirements and implementation.
Thinking through requirements while capturing the process in a discussion document is a simple yet essential process.
Some examples of client needs that will be turned into specific requirements:
Service Description |
Client Needs |
Strategic Help's Initial Meeting Discussion Topics |
| Calendar - conf room reservations | Auto-responding full Resource calendar accounts | |
| Calendar - sharable individual calendars | Full user account with sharable calendars, management access to all calendars and email accounts | |
| Push email compatible with Blackberry, iPhone, and Windows Mobile phones | Active Sync or Blackberry Enterprise connector activated on all designated accouints | |
| Integrated Database |
Bring together clients, prospects, and company/organizations into one accessible "place." | Look at available CRM options. |
| Customer relationship Management | Do we need the big application that lives on our in-house server? | Look at available hosted or cloud CRM options. |
| Intranet knowlegebase | We want to collect our organization's collective experience where we can all benefit from it. | Compare pros and cons of CRM, Blog applications, Wiki-style solutions, and full blown Intranet CMS knowledge base sites. |
| Event Registration | We put on 1-3 events per year and would like a streamlined way to do online registration. | Determine needs and compare online registration services and applications. |
| Remote Access | Secure VPN connection to company server and LAN resources | Various options will discuss at next meeting |
| Remote Access | Remote desktop for approved staff | " |
| Remote Access | Secure password policy | Implement secure password policy via server - with higher security comes a degree of inconvenience and expectation of users should be realistically set. |
Simple but gets the process started and leads to specific detailed requirements in the course of discussion and development.