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American Meridian University 
Understanding a Customer Requirements Matrix 
Part of The American Meridian University Series On Quality Systems Management Tools 
Professor Sharon L. Burton, Director of Publishing Initiatives, American Meridian University 
and 
Dr. Bob Gee, Founder, American Meridian University
Learning Objectives 
At the end of this video users should be able to: 
• Articulate the usage of a Customer Requirements Matrix 
• Explain how to develop a Customer Requirements Matrix 
• Demonstrate the development of a Customer Requirements 
Matrix 
© American Meridian University, 06/02/2014 www.amu-edu.com
What is a Customer Requirements Matrix? 
Customer Requirements Matrix is a tool for: 
• Addressing requirements tracking 
• Speaking to scope creep 
• Providing what features a product or service should have and why 
© American Meridian University, 06/02/2014 www.amu-edu.com
What is the Value of a Customer 
Requirements Matrix? 
Customer Requirements Matrix Helps Users: 
• Understand the business domains 
• Reveal outputs 
• Understand the quality characteristics 
• Describe the business domains 
• Comprehend what to measure 
• Know the targets 
• Understand the importance to customers of what to measure 
• Learn the customers’ view of the gaps 
• Establish the ranking order of the processes being measured 
© American Meridian University, 06/02/2014 www.amu-edu.com
Creation Time to Allot for the Customer 
Requirements Matrix 
From Start to finish allow 5 hours: 
• Data Collection: 1-3 hours 
• Diagramming the Customer Requirements Matrix: 1 hour 
• Walking through Customer Requirements Matrix 
with Stakeholders: 1hour 
© American Meridian University, 06/02/2014 www.amu-edu.com
How to Develop a Customer Requirements 
Matrix? 
Input the Headings 
© American Meridian University, 06/02/2014 www.amu-edu.com
How to Develop a Customer Requirements 
Matrix? 
Input the Data Under the Headings 
© American Meridian University, 06/02/2014 www.amu-edu.com
How to Develop a Customer Requirements 
Matrix? 
Input the Scoring 
© American Meridian University, 06/02/2014 www.amu-edu.com
How to Understand CRM Work Prioritization? 
Stakeholder Work Prioritization Breakdown: 
• Review the ranking 
• Prioritize the ranking by numerical weight 
• Verify the data with the stakeholders 
Verify the Ranking 
© American Meridian University, 06/02/2014 www.amu-edu.com 
Numerical Weight
Bibliography 
Campos, J., & Balland, HJ-c. (2012). The voice of the customer for project development, 4th edition; 
Your illustrated guide to obtaining prioritizing and using customer requirements and 
creating winning. West Linn, OR: Rapidinnovation Press. 
Chaudhuri, A., & Bhattacharyya, M. (2009). A combined QFD and integer programming framework 
to determine attribute levels for conjoint study. International Journal Of Production 
Research, 47(23), 6633-6649. doi:10.1080/00207540802350757 
Gin-Shuh, L., Tsung-Yu, C., & Shu-Fen, K. (2006). Applying fuzzy quality function deployment to 
identify service management requirements for an ocean freight forwarder. Total Quality 
Management & Business Excellence, 17(5), 539-554. doi:10.1080/14783360600587994 
Liang, G. (2010). Applying fuzzy quality function deployment to identify service management 
requirements for customer quality needs. Quality & Quantity, 44(1), 47-57. 
doi:10.1007/s11135-008-9178-7 
Raynor, D. (2014) Why use a requirements diagram? Part 1. Retrieved from 
http://www.batimes.com/articles/why-use-a-requirements-matrix-part-1.html 
© American Meridian University, 06/02/2014 www.amu-edu.com
Visit American Meridian University 
Thank you for reviewing this educational material. 
American Meridian University 
http://www.amu-edu.com/ 
We welcome your questions and comments. 
© American Meridian University, 06/02/2014 www.amu-edu.com

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Customer Relationship Matrix_American Meridian University_Quality Tools Series 2014

  • 1. American Meridian University Understanding a Customer Requirements Matrix Part of The American Meridian University Series On Quality Systems Management Tools Professor Sharon L. Burton, Director of Publishing Initiatives, American Meridian University and Dr. Bob Gee, Founder, American Meridian University
  • 2. Learning Objectives At the end of this video users should be able to: • Articulate the usage of a Customer Requirements Matrix • Explain how to develop a Customer Requirements Matrix • Demonstrate the development of a Customer Requirements Matrix © American Meridian University, 06/02/2014 www.amu-edu.com
  • 3. What is a Customer Requirements Matrix? Customer Requirements Matrix is a tool for: • Addressing requirements tracking • Speaking to scope creep • Providing what features a product or service should have and why © American Meridian University, 06/02/2014 www.amu-edu.com
  • 4. What is the Value of a Customer Requirements Matrix? Customer Requirements Matrix Helps Users: • Understand the business domains • Reveal outputs • Understand the quality characteristics • Describe the business domains • Comprehend what to measure • Know the targets • Understand the importance to customers of what to measure • Learn the customers’ view of the gaps • Establish the ranking order of the processes being measured © American Meridian University, 06/02/2014 www.amu-edu.com
  • 5. Creation Time to Allot for the Customer Requirements Matrix From Start to finish allow 5 hours: • Data Collection: 1-3 hours • Diagramming the Customer Requirements Matrix: 1 hour • Walking through Customer Requirements Matrix with Stakeholders: 1hour © American Meridian University, 06/02/2014 www.amu-edu.com
  • 6. How to Develop a Customer Requirements Matrix? Input the Headings © American Meridian University, 06/02/2014 www.amu-edu.com
  • 7. How to Develop a Customer Requirements Matrix? Input the Data Under the Headings © American Meridian University, 06/02/2014 www.amu-edu.com
  • 8. How to Develop a Customer Requirements Matrix? Input the Scoring © American Meridian University, 06/02/2014 www.amu-edu.com
  • 9. How to Understand CRM Work Prioritization? Stakeholder Work Prioritization Breakdown: • Review the ranking • Prioritize the ranking by numerical weight • Verify the data with the stakeholders Verify the Ranking © American Meridian University, 06/02/2014 www.amu-edu.com Numerical Weight
  • 10. Bibliography Campos, J., & Balland, HJ-c. (2012). The voice of the customer for project development, 4th edition; Your illustrated guide to obtaining prioritizing and using customer requirements and creating winning. West Linn, OR: Rapidinnovation Press. Chaudhuri, A., & Bhattacharyya, M. (2009). A combined QFD and integer programming framework to determine attribute levels for conjoint study. International Journal Of Production Research, 47(23), 6633-6649. doi:10.1080/00207540802350757 Gin-Shuh, L., Tsung-Yu, C., & Shu-Fen, K. (2006). Applying fuzzy quality function deployment to identify service management requirements for an ocean freight forwarder. Total Quality Management & Business Excellence, 17(5), 539-554. doi:10.1080/14783360600587994 Liang, G. (2010). Applying fuzzy quality function deployment to identify service management requirements for customer quality needs. Quality & Quantity, 44(1), 47-57. doi:10.1007/s11135-008-9178-7 Raynor, D. (2014) Why use a requirements diagram? Part 1. Retrieved from http://www.batimes.com/articles/why-use-a-requirements-matrix-part-1.html © American Meridian University, 06/02/2014 www.amu-edu.com
  • 11. Visit American Meridian University Thank you for reviewing this educational material. American Meridian University http://www.amu-edu.com/ We welcome your questions and comments. © American Meridian University, 06/02/2014 www.amu-edu.com

Editor's Notes

  1. Legend: 5 Highest, 1 Lowest Legend Explanation: Used same legend as on the Force Field Analysis for consistency. Internal Customer: Represents the Institution Research Questions 1.      What is the current state of the problems in deciphering virtual learning? 2.      What does the data indicate are the most prevalent factors affecting the overall quality of virtual learning as a product? 3.       What is the financial impact and return on investment on an organization to improve virtual learning as a product?
  2. Legend: 5 Highest, 1 Lowest Legend Explanation: Used same legend as on the Force Field Analysis for consistency. Internal Customer: Represents the Institution Research Questions 1.      What is the current state of the problems in deciphering virtual learning? 2.      What does the data indicate are the most prevalent factors affecting the overall quality of virtual learning as a product? 3.       What is the financial impact and return on investment on an organization to improve virtual learning as a product?