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HOWTO GATHERVISION AND SCOPE
REQUIREMENTS FOR SOFTWARE SOLUTIONS
THE BUSINESS ANALYSIS QUESTIONS FOR SOFTWARE SOLUTIONS SERIES
The right questions to the right person,
in the right place,
at the right time…
AGENDA
 Vision
 Current State
 Business Needs
 Future State
 BusinessValue
 Scope
 Scope Definition
 Gap Analysis
 Context
 Constraints
 Risks
 Assumptions
 Dependencies
 Stakeholders
 Sponsor
 Regulator
 Domain SME
 End-user
 Current State
 Business Need
 Future State
 BusinessValue
VISION
CURRENT STATE
Internal influencers;
⁃ From which stakeholders can information be obtained about the
current internal context of the organization?
⁃ What are the current limitations?What are the boundaries that
influence change?
⁃ What is the current function, process, service, or other capabilities
of the company? What are the advantages and disadvantages of the
processes?
⁃ How are performance evaluations made in the company's current
situation?What is being measured? How is it measured and
evaluated?
⁃ How efficient are the existing processes?
⁃ What are the costs?
For more visit
CURRENT STATE
External influencers;
⁃ Which stakeholders need to be contacted for external
information about the project?
⁃ What is the current situation in the sector in which the company
is located?
⁃ Who are the company's competitors?
⁃ Who are the current customers of the company?
⁃ What is the technological situation in the world, region, country,
and sector?
⁃ What are the economic factors in the world, region, country, and
sector?
For more visit
BUSINESS NEEDS
⁃ What is the business problem?
⁃ What problems occur with business processes?
⁃ How often do the problems occur?
⁃ What is the root cause of the problems?What is the source of
the problems?
⁃ What are the future problems if the problem is not solved?
⁃ What are the business objectives?
⁃ How will the business objective support the strategic goals of the
company?
⁃ What problems will occur if the business objectives are not met?
For more visit
FUTURE STATE
⁃ What new capabilities does the company want?
⁃ What new IT systems does the company want to have?
⁃ What new machines, devices, and equipment does the company
want to have?
⁃ What new processes,jobs, and functions does the company want
to establish?
⁃ What new policies does the company want to implement?
⁃ What new locations does the company want to establish?What
countries, regions?
⁃ What new personnel qualifications does the company want to
have?
For more visit
BUSINESSVALUE
⁃ Why are we making this change?
⁃ What are the tangible benefits to be achieved by the change?
⁃ What are the financial benefits? (Increase in sales, an increase in
market share, an increase in profitability, increase in revenue, etc.)
⁃ What is the competitive advantage sought?
⁃ What are the new devices, machines, equipment, and companies
you want to own or manufacture?
⁃ What are the intangible benefits to be gained from the change?
⁃ What are the benefits and values expected in the abstract? (Brand
awareness, customer satisfaction, public benefits, branding,
compliance, etc.).
⁃ Has the business value been approved?
For more visit
CHECKLIST
⁃ Has the scope and constraints of the project been determined for
the change?
⁃ Has it been clarified how companies will change if the intended
change is realized at the completion of the project?
⁃ Has the business value to be achieved as a result of the project
been determined?
⁃ Has it been determined how the success of the project/solution
will be measured and clarified? Have the criteria been clarified?
⁃ Has it been determined which stakeholders will participate in the
current state and gap analysis work? Have the stakeholders been
involved?
⁃ Has it been determined how the current state, business value, and
gap analysis work will be documented? Are they properly
documented? For more visit
 Scope Definition
 Gap Analysis
SCOPE
SCOPE DEFINITION
⁃ What processes,businesses and operations are affected by the
changes?
⁃ What time limit, start-end time, has been set for the change?
GAP ANALYSIS
⁃ What is the gap between what is needed and what is currently in
place?
⁃ What units does the scope of the work include? Which business
units should we include in the study?
⁃ What existing business services and end-to-end processes will be
affected by this project?
For more visit
 Constraints
 Risks
 Assumptions
 Dependencies
CONTEXT
CONSTRAINTS
⁃ What time limit, start-end time, has been set for the change?
⁃ What is the budget for the change?
⁃ Is there a regulatory requirement or compliance??
RISKS
⁃ Is the project budget sufficient?
⁃ What are the risks to the project?
⁃ What are the risks to the solution?
⁃ What are the regulatory risks?
⁃ What are the industry risks? For more visit
ASSUMPTIONS
⁃ What assumptions are the solution and project based on?
⁃ What can be done to clarify these assumptions?
⁃ Who are the sources of the assumptions?
DEPENDENCIES
⁃ Will the entire project be done with the project team or will part
of the project be done by other teams?
⁃ Which tasks require which inputs? Accordingly, what about
stakeholder buy-in, review, and collaboration?
⁃ How will the dependencies and integrations be documented?
For more visit
 Sponsor
 Regulator
 Domain SME
 End-user
STAKEHOLDERS
SPONSOR
⁃ Who has the authority to set the scope, budget, and other
constraints of the project or solution?
⁃ Who has the final say on controversial issues related to the
project?
REGULATOR
⁃ Is there a law or standard that the developed system must comply
with? If so, who is the point of contact?
⁃ Is there an agreement that the developed system must comply
with? If so, who is the point of contact?
⁃ Is there an agreement that needs to be addressed in terms of
compliance with the project?
For more visit
DOMAIN SME
⁃ From whom can we get information about business processes and
business rules?
⁃ Who will determine how the functions will work in the system?
END-USER
⁃ Who will use the system?
⁃ Who will use the system's screens, reports, and functions?
⁃ Who will enter data into the system?
⁃ Who will use the system to generate reports?
⁃ Who will retrieve information from the system? For more visit
The right questions to the right person, in the right
place, at the right time…
One of the most important prerequisites for a
successful IT software project and the right software
solution is to conduct an effective business analysis. A
good business analysis is only possible with the right
questions. I wrote the Business Analysis Questions for
Software Solutions as a supportive reference for
conducting successful business analysis studies.
It is not only for the analysts at the beginning of their
careers but also for the experienced ones.
For more …
▪ 2000+ sample questions
▪ 4 categories
▪ 300 sample requirements
▪ 25 checklists
▪ 22 exercises
kadir.camoglu@gmail.com
THANK YOU!

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How to Gather Vision and Scope Requirements for Software Solutions

  • 1. HOWTO GATHERVISION AND SCOPE REQUIREMENTS FOR SOFTWARE SOLUTIONS THE BUSINESS ANALYSIS QUESTIONS FOR SOFTWARE SOLUTIONS SERIES
  • 2. The right questions to the right person, in the right place, at the right time…
  • 3. AGENDA  Vision  Current State  Business Needs  Future State  BusinessValue  Scope  Scope Definition  Gap Analysis  Context  Constraints  Risks  Assumptions  Dependencies  Stakeholders  Sponsor  Regulator  Domain SME  End-user
  • 4.  Current State  Business Need  Future State  BusinessValue VISION
  • 5. CURRENT STATE Internal influencers; ⁃ From which stakeholders can information be obtained about the current internal context of the organization? ⁃ What are the current limitations?What are the boundaries that influence change? ⁃ What is the current function, process, service, or other capabilities of the company? What are the advantages and disadvantages of the processes? ⁃ How are performance evaluations made in the company's current situation?What is being measured? How is it measured and evaluated? ⁃ How efficient are the existing processes? ⁃ What are the costs? For more visit
  • 6. CURRENT STATE External influencers; ⁃ Which stakeholders need to be contacted for external information about the project? ⁃ What is the current situation in the sector in which the company is located? ⁃ Who are the company's competitors? ⁃ Who are the current customers of the company? ⁃ What is the technological situation in the world, region, country, and sector? ⁃ What are the economic factors in the world, region, country, and sector? For more visit
  • 7. BUSINESS NEEDS ⁃ What is the business problem? ⁃ What problems occur with business processes? ⁃ How often do the problems occur? ⁃ What is the root cause of the problems?What is the source of the problems? ⁃ What are the future problems if the problem is not solved? ⁃ What are the business objectives? ⁃ How will the business objective support the strategic goals of the company? ⁃ What problems will occur if the business objectives are not met? For more visit
  • 8. FUTURE STATE ⁃ What new capabilities does the company want? ⁃ What new IT systems does the company want to have? ⁃ What new machines, devices, and equipment does the company want to have? ⁃ What new processes,jobs, and functions does the company want to establish? ⁃ What new policies does the company want to implement? ⁃ What new locations does the company want to establish?What countries, regions? ⁃ What new personnel qualifications does the company want to have? For more visit
  • 9. BUSINESSVALUE ⁃ Why are we making this change? ⁃ What are the tangible benefits to be achieved by the change? ⁃ What are the financial benefits? (Increase in sales, an increase in market share, an increase in profitability, increase in revenue, etc.) ⁃ What is the competitive advantage sought? ⁃ What are the new devices, machines, equipment, and companies you want to own or manufacture? ⁃ What are the intangible benefits to be gained from the change? ⁃ What are the benefits and values expected in the abstract? (Brand awareness, customer satisfaction, public benefits, branding, compliance, etc.). ⁃ Has the business value been approved? For more visit
  • 10. CHECKLIST ⁃ Has the scope and constraints of the project been determined for the change? ⁃ Has it been clarified how companies will change if the intended change is realized at the completion of the project? ⁃ Has the business value to be achieved as a result of the project been determined? ⁃ Has it been determined how the success of the project/solution will be measured and clarified? Have the criteria been clarified? ⁃ Has it been determined which stakeholders will participate in the current state and gap analysis work? Have the stakeholders been involved? ⁃ Has it been determined how the current state, business value, and gap analysis work will be documented? Are they properly documented? For more visit
  • 11.  Scope Definition  Gap Analysis SCOPE
  • 12. SCOPE DEFINITION ⁃ What processes,businesses and operations are affected by the changes? ⁃ What time limit, start-end time, has been set for the change? GAP ANALYSIS ⁃ What is the gap between what is needed and what is currently in place? ⁃ What units does the scope of the work include? Which business units should we include in the study? ⁃ What existing business services and end-to-end processes will be affected by this project? For more visit
  • 13.  Constraints  Risks  Assumptions  Dependencies CONTEXT
  • 14. CONSTRAINTS ⁃ What time limit, start-end time, has been set for the change? ⁃ What is the budget for the change? ⁃ Is there a regulatory requirement or compliance?? RISKS ⁃ Is the project budget sufficient? ⁃ What are the risks to the project? ⁃ What are the risks to the solution? ⁃ What are the regulatory risks? ⁃ What are the industry risks? For more visit
  • 15. ASSUMPTIONS ⁃ What assumptions are the solution and project based on? ⁃ What can be done to clarify these assumptions? ⁃ Who are the sources of the assumptions? DEPENDENCIES ⁃ Will the entire project be done with the project team or will part of the project be done by other teams? ⁃ Which tasks require which inputs? Accordingly, what about stakeholder buy-in, review, and collaboration? ⁃ How will the dependencies and integrations be documented? For more visit
  • 16.  Sponsor  Regulator  Domain SME  End-user STAKEHOLDERS
  • 17. SPONSOR ⁃ Who has the authority to set the scope, budget, and other constraints of the project or solution? ⁃ Who has the final say on controversial issues related to the project? REGULATOR ⁃ Is there a law or standard that the developed system must comply with? If so, who is the point of contact? ⁃ Is there an agreement that the developed system must comply with? If so, who is the point of contact? ⁃ Is there an agreement that needs to be addressed in terms of compliance with the project? For more visit
  • 18. DOMAIN SME ⁃ From whom can we get information about business processes and business rules? ⁃ Who will determine how the functions will work in the system? END-USER ⁃ Who will use the system? ⁃ Who will use the system's screens, reports, and functions? ⁃ Who will enter data into the system? ⁃ Who will use the system to generate reports? ⁃ Who will retrieve information from the system? For more visit
  • 19. The right questions to the right person, in the right place, at the right time… One of the most important prerequisites for a successful IT software project and the right software solution is to conduct an effective business analysis. A good business analysis is only possible with the right questions. I wrote the Business Analysis Questions for Software Solutions as a supportive reference for conducting successful business analysis studies. It is not only for the analysts at the beginning of their careers but also for the experienced ones. For more … ▪ 2000+ sample questions ▪ 4 categories ▪ 300 sample requirements ▪ 25 checklists ▪ 22 exercises