Discovery and clarification of your requirements is essential to successful projects and service. Requirements can be as simple as a one page outline of project goals and deliverables. For more complex projects it might be a longer document that provides details on multiple phases of a project’s requirements and phased 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 resource calendar accounts | |
| Calendar – sharable individual calendars | User account with sharable calendars, management access to all calendars and email accounts | |
| Cell phone email | Move to modern email system that provides secure apps. | |
| Integrated Database | Bring together clients, prospects, and company/organizations into one accessible “place.” | Further client discovery necessary for more detailed requirements. Look at available cloud-based CRM options. |
| On-premise apps | Do we need the big application that lives on our in-house server? | Most organizations have already migrated to cloud, but not all are there yet. Look at available hosted or cloud CRM options. |
| Intranet knowlegebase | We want to collect our organization staff knowledge where it can be updated easily, all benefit from it, the wheel is not constantly reinvented. | Available via the major cloud platforms: Google Workspace and Microsoft 365 (Teams) |
| 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 connection to company resources | Available via the major cloud platforms: Google Workspace and Microsoft 365 (Teams) |
| System and Staff Security policies | Where are the weak links in our human and system level security? | Audit and make recommendations. Doesn’t need to be high cost. |
| Onboarding and Hardware deployment | Need to simplify technology onboarding, hardware deployment, and resource tracking. | Determine how to customize Strategic Help’s onboarding systems to fit client’s requirements. |