Business Requirement Discovery

The adventure begins! Implementing a new system such as an Enterprise Resource Planing (ERP) or Enterprise Performance Management (EPM) in an organisation is a long iterative process with definite phases (with a tendency to overlap) – even extending beyond “go-live”, the point at which the new system is actively in place. If you’re still not sure about whether or not your organisation should invest in a new system, check out our 5 steps for a successful business requirement discovery. The end destination is a new era of an integrated, growth-friendly business management system, bringing with it, new heights of productivity and effective communication within an organisation.

5 Steps for a Successful Business Requirement Discovery

Discover the key steps to ensure a successful business requirement discovery process and pave the way for strategic growth, effective solutions, and enhanced decision-making.

Establish The Project Team

The team must have representatives from all areas of the business and consist of members with up-to-date procedural knowledge in their area and experienced system users who are familiar with the system's capabilities and limitations. The team leader should understand the organisation's operations and future direction well. An ERP project may be seen as solely an IT project by some. The project should involve and impact the entire business.

Hold Discovery Meetings

To ensure a successful discovery of business requirements, it is crucial for the implementation team to conduct in-depth interviews with project team members. This allows for a comprehensive understanding of various aspects of the business at a granular level. The team will seek to gain insight into current and future plans, as well as thoroughly examine existing processes to identify any pain points within the system.

Identify Potential Gaps, Risks, and Solutions

The implementation team identifies areas where the current system fails to meet the company's needs and develops potential solutions that are aligned with the new system. Any areas that require workarounds outside the system will be given particular attention. The team will then present recommended solutions for the project team to evaluate and test.

Document Key Processes and Requirements

The current documentation will aid the implementation team in creating the project plan. Meetings with teams and executives identify gaps between customer needs and system capabilities, affecting the system's requirements. Discussing broader strategy with executives is included, as new initiatives may impact system requirements. E.g., if opening 30 new stores, implications for system setup likely.

Build The Project Plan

The implementation project plan acts as a roadmap, guiding the implementation, development, and project teams. It evolves as you work through the Design and Development processes, outlining tasks and priorities. It's a communication tool for all involved, ensuring everyone understands and agrees on the project's objectives and business processes. The plan is the project's foundation and the discovery process's end goal.

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