BUSINESS REQUIREMENTS

Begin with the operating requirement.

Four common business situations connect the current operating issue to the advisory, integration, data or software services most likely to address it.

Manual work and approvals

Map one workflow that currently depends on email, spreadsheets or repeated data entry. Define the approval authority, exception path and completion evidence before selecting automation.

Information required for assessment

Which event starts and ends the work?
Where is information entered more than once?
Who approves exceptions and where is that decision stored?

Compare relevant services

Customer and sales systems

Clarify which system owns the customer record and how consent, quotations, orders and support activity should pass between people and applications.

Information required for assessment

Which system is the authoritative customer record?
Where are consent and approval captured?
What must happen after a quotation or request is accepted?

Compare relevant services

Management reporting and data

Trace the source of each measure, agree its business definition and establish a repeatable ingestion and reconciliation process before building a management view.

Information required for assessment

Which decisions use the report?
Who owns each source and definition?
What totals or records prove that the result reconciles?

Compare relevant services

Portals and business applications

Define user roles, content, forms, documents and transaction steps before prototyping or implementing a portal or tailored application.

Information required for assessment

Which user groups need access?
What can each role view, create, approve or correct?
Which actions must remain recorded for later review?

Compare relevant services