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The templates in this resource offer a starting point for your software development project.

Use them to
clarify your technical needs and align them with your business goals.

But know that technicalGathering


Requirements Templates
teams need more than a completed requirements gathering template in order to
build successful digital solutions. Good requirements begin with a conversation. Nothing compares to
talking through your painpoints and goals with experienced Technical Architects in real time.

Not sure whether some of these topics apply to your project? Ready talk about your ideas in more detail?Talk to us. The Mento
An idea for a new app can look straighforward on paper.
But when it comes to understanding its critical details fully, complexities can
quickly add up and expand project scope if the right contingencies aren't in place.

Answer these prompts to think through more about


your product's conceptual aspects and their technical implications.

Define Concept
Prompt Response Notes
Describe your general idea.
What problem(s) are you solving?
Who
What is impacted by
outcome(s) doesthisyour
problem, and howand
idea achieve, does
howit impact them?
does this solve the tools,
Does
Apart your
fromidea involve
those impacted coordination with any
by the problem, areother
thereexisting systems,
additional types of
problem(s)?
or
users that will need to interact with your solution in order forDoes
functionality? What are they, and how are they involved? this limit
it to work?
the types
What of environments areand devices in which your idea can be used?own
Apart are
fromthey, andthat
those how will they
use involved?
your solution,Will
whoyou need
cares to hire
about the your
success
employees
of your idea?to What
fill anyoutcome(s)
of these roles?
do they need in order for your idea to be
considered a success to them?
What are essential components for your MVP?

Define Market
What tradeoffs might users face when adopting your solution over
available options? For example, they might need to invest effort
transferring
Prompt their content/settings to the new platform; lose access to some Response Notes
Are therenetworks
popular other tools on the market
or proprietary that attempt
features tobysolve
offeredtools aand the problem(s)?
competitor; or they If
Does
so, whatyouris
Is it importantidea need
different
that to compete
about
your thegoes
idea against
outcome(s) robust
youra idea
live within services supported
achieves?
specific timeframe? If so,
might
by largesimply trade versatility for specialization to address a more specific
why?
need Forestablished
(or example,
vice versa).
companies?
the If so,
product may bewhy might these
a component of companies be
a larger solution
incapable
that has a specific release date; the solution must be functional before theas
of (or uninterested in) capitalizing on your idea as effectively
you?
start of a specific event; or the solution must is competing for first-to-
market status with a specific competitor.

Define User Flows


Define the key types of users who will use your product. "Type" doesn't
Prompt
indicate a market segment (e.g. male vs female) but rather a distinct series Response Notes
of permissions (e.g. teacher, student, counselor, TA).
What
What are theend
is the keyresult
tasksof
each user needs
completing to complete
each in your
key task, and whysolution?
does the user
want to complete it?
What
Is steps
a user aretonecessary
able complete toallcomplete each
of the key key
tasks task?
separately, or are some key
tasks
Are prerequisites
there any forthat
factors other key tasks?
would change the steps involved in completing
Will multiple users ever need to interact (directly or indirectly) through a
key
yourtask?
solution, or are all of the key tasks for a given user completely
independent
Do you needfrom the actions
to restrict otherofusers
any types usersmay perform inuser
(or individual the system?
accounts)
from performing actions or accessing information?

Define UI/UX
Think of all the pages your application needs to include, from About Us
and FAQs, to interfaces for using specific site features. What is the
Prompt
hierarchy of these pages? Describe each page and the features to be Response Notes
included there.
What is the first thing that users see when they enter the application?
What flow should the screens follow? (Splash, login, forgotten password)
What should the navigation bar feature?
What would your sitemap feature?
What interfaces/OSs
Does the UX need to will yourroles
support solution support?
beyond that of customer, such as an
administrator?

Define Data Needs


Prompt
Imagine your data as columns in an Excel table. What are the different Response Notes
columns? (Name, age, password, etc.)
Is that data highly sensitive?
Are you storing regulated data?
How often will users enter data in your solution?
Will data from other sources/organizations be integrated in the solution?
Will data be streamed constantly, or only when the page loads?
How does your digital solution need function in order to serve both users and your business?
Dive deeper into your requirements by answering the following questions.

Usability Requirements / Constraints


Question Response
Are there any special requirements that relate to the ease with
which the any
Are there system can be used
requirements (including
regarding thenovice users)?
“look and feel” of
the
Aresystem?
there any requirements regarding the consistency of the
user interface,
Are you bothtowithin
obligated theonline
provide systemsupport
and with
forother
your
systems?
product?
Will hover text or context sensitive help be required?
Are there any requirements for what type of users will access
the
Aresystem?
there any(internal, external?)
accessiblity requirements?

Infrastructure Requirements / Constraints


Question Response
Is the use of specific technologies required (web, logon,
hardware, operating
Is the use of specificsystems, etc)? protocols, or data formats
technologies,
required
Are therefor
anyinterfacing
constraintsoron
integrating with
the version of other systems? the
Web Browsers
system must support?
What desktop operating systems must be supported?

Availability, Reliability, Accessibility Requirements / Constraints


Question Response
How will the application be accessed by end users (Internet,
Intranet, VPN,have
Will all users corporate network, wireless,
to be authenticated VRU/IVR)?
to access the system?
Will
Doesany
the anonymous
system haveaccess be allowed?
to be available 24x7x365?
How long does data have to be retained?
How often does data need to be backed up? Are there any
time
If theconstraints withdata
system stores regards to restoring
maintained archived
by other data?
systems, How
how
often
often does
does data need
this data to
needbe backed up so that
to be synchronized? it complies with
Does
the the system
maximum need to function
acceptable if Internet isWhat is the
not available?
maximum acceptable timeloss
for of data?
which the data can be stale or
out of date?

Performance & Scalability Requirements / Constraints


Question Response
What is the anticipated total number of users for the system?
Do you expect the total number of users to grow within the
next
Whatfive years?
is the If so what
anticipated is theofpercentage
number concurrentofusers
growth per
(number
year?
of users using the system at the same time)?
What are the primary transactions or business functions
provided byanticipated
What is the the system?transaction volume per day, week,
month,
Do you and/or
expect year of the system?
the transaction volume to grow within the
next
Whatfive
are years? If so, what
the acceptable is the percentage
response of growth
times for each per
transaction?
year?
Do the response times need to be maintained on average,
peak usage,
Are there anyorconstraints
both? on the manner in which the
application is scaled?

Supportability Requirements / Constraints


Question Response
Does the system need to support multiple languages? If so
which ones?
Does the system need to support multiple time zones,
currency,
Do systemorfailures
numberneed
formats? If so which reported
to be proactively ones? and
recorded?
Are there any system monitoring / supporting standards that
must be adhered
Are there to? Monitoring,
any constraints maintenance,
with regards or support
to installation and/or
hooks?
configuration?
Are there any special requirements regarding system
maintenance?
Are there any constraints regarding system deployments?
Are there any constraints regarding the testability of the
system,
Who willsuch as testing hooks
be responsible that allow integration
for installation, deployment,with
testing tools?
upgrades, monitoring,
Who is responsible forand support?
adding Will any of these tasks
new features?
be handed to other organizations?

Security & Business Continuity Requirements / Constraints


Question Response
Does the system need to provide A&A and adhere to
corporate
Does any ofA&A
the policies (password
data captured by thelength,
systemrequired
need to be
characters,
protected? etc)?
For Is single
example, sign-on
privacy required?
information, sensitive
Are there any audit or logging constraints required to
information, passwords, etc? If so what data should be
maintain compliance with regulations or internal policies?
protected? Will the system generate data that should
For example, do actions need to be tracked with regards onlytobe
viewable by a specific role?
when they occurred and by whom? What actions must be
audited / logged?
s?

Not Applicable to Project


(provide reason why)

Not Applicable to Project


(provide reason why)

aints
Not Applicable to Project
(provide reason why)

Not Applicable to Project


(provide reason why)
(provide reason why)

Not Applicable to Project


(provide reason why)

Not Applicable to Project


(provide reason why)
About Business Canvas Models

A business canvas model is a template for developing new or documenting


existing business models. Its elements capture a company’s or a product's value
1. Customerinfrastructure,
proposition, Segments customers, and finances. It helps companies
All the people
illustrating and organizations
potential trade-offs asfortheywhich
weigh thedifferent
organization create
business value. These
strategies.
include simple users and paying customers. There are different types of
2. Value propositions
customer segments, whichanmay include
Use this tool to visualize existing or amass
new market,
businessniche
model,market, segmented
or a product
For each
(based oncustomer
development segment
age/strategy.
gender/ there
location/
Nine is a specific
basicincome),
elements etc. value proposition.
typically make up an These are the
organization's
bundles,
business
3. Channelsproducts,
model: and services that create value for the customers. Value
propositions can be quantitative (competitive pricing or greater efficiency) or
Describe
qualitativethrough
(overallwhich touchpoints
customer experience the organization
and outcomes). is interacting with
customers and delivering
4. Customer Relationships value. An organization can reach its clients either
through its own channels (storefront), partner channels (major distributors), or a
To ensure theofsurvival
combination both and success of any businesses, companies must identify
the
5. Revenue Streams they want to create with their customer segments.
type of relationship
Various forms of customer relationships include personal assistance, dedicated
The way assistance,
personal a company self-service,
makes income from each customer
communities, segment. Examples of
and co-creation.
revenue streams
6. Key Resources include asset sale, usage fees, subscription fees, licensing, and
advertising.
These are the resources necessary to creating value for the customer. They are
considered an asset to a company since they sustain and support the business.
7. Key Activities
These resources could be human, financial, physical, and intellectual.
The most important activities in executing a company's value proposition. An
example for Bic, the pen manufacturer, would be creating an efficient supply
8. Key Partners
chain to drive down costs.
In order to optimize operations and reduce risks of a business model,
organization usually cultivate buyer-supplier relationships so they can focus on
9. Cost Structures
their core activity. Complementary business alliances also can be considered
This describes
through the moststrategic
joint ventures, important monetary
alliances consequences
between while
competitors oroperating
non-
under different business models. Examples of cost structures:
competitors.
9A. Cost-Driven
This business model focuses on minimizing all costs and having no frills. e.g.
Low cost airlines
9B. Value-Driven
Less concerned with cost, this business model focuses on creating value for
their products and services. e.g. luxury apparel brands
Business Model Canvas
Key Partners Key Activities Value Propositions

Key Resources

Cost Structure
el Canvas
Customer Relationships Customer Segments

Channels

Revenue Streams

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