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How to Prepare for Your Business Requirements Gathering Workshop

What is a Business Requirements Gathering Workshop?Prepare for your requirements gathering workshop

Using Dynamics CRM can help your business reach new heights and one event that defines the success of your CRM application is the business requirements gathering workshop. A successful requirements gathering workshop will help you design an application that seamlessly fits into your day-to-day business activities, accurately capture your data, track your processes and provide you with invaluable business insight. On the other hand, a poor requirements gathering workshop can result in an expensive financial loss, reputational damage and a disappointing application that does not adeptly support your business. As a requirements gathering workshop participant there are a few things you can do to ensure a successful outcome is achieved.

Steps to a Successful Requirements Gathering Workshop

  1. Get the right people in the room – There are three types of business roles that are absolutely vital to a successful requirements gathering workshop: The subject matter expert – who knows your business, processes, bylaws etc. The decision maker – who can make important and necessary decisions during the workshop and the visionary – who is aware of the long term business strategy and can align the application and requirements to the business’ vision.
  2. Be clear about your processes – Unclear business processes lead to uncertain requirements which result in a poorly built application. As a participant, you can come prepared with in-depth knowledge of your business processes; this includes the current state, key pain points/gaps and an ideal future state. It is also useful to bring with you any process documentations that you may have.
  3. Understand the application’s capability – it always helps to have a good overview of the application in which you will be building your business processes. With online resources like YouTube, you can easily get access to information about the application and formulate meaningful conversations on how your requirements can be met, while making the most of its rich functionality.
  4. Prepare yourself – lastly but most importantly, take care of yourself. Workshops can be an all-day event that require high levels of concentration and quality decision making skills. It is always advisable to get a good night’s rest for the active day. Bring whatever you need to, in order to make sure you are comfortable on the day of the workshop and go in with the mindset to solve problems and shape the future of your business.

Nawal MohsinaWritten by Nawal Mohsina
Principal Consultant, mcaConnect