Corporate Overview: We would like to start with:
Systems Overview: A description of the systems currently in place would be good next, including comments about systems that should stay in place or need integration with the new system.
Internet utilization/plans: What role does the internet (both public and internal use) play currently and what are the plans for utilizing web-based tools?
Functional Requirements: We would like to talk with the individual departments or functional areas. Typically this meeting is held in your conference room with each department head in attendance. The length of the meeting depends on the size of the organization, interactions with other groups and number of business functions or processes. We will appreciate your guidance on the timing and order of the groups. Topics for the functional meetings usually cover:
Requirements Analysis Summary Document: After we complete the onsite meeting we will incorporate all of our notes and findings into a summary document that we will provide to you.
A typical example of the table of contents may include the following:
The overall goal and purpose of this document is to identify areas where improvements are needed and provide recommendations that are targeted to:
We want to be as efficient as possible and honor everyone’s time during this process. We would like you to request that each group bring an example of any documents, reports and excel spreadsheets they currently use or would like to use with the system. We would like to be able to take examples with us if that is possible.
It would help our planning for you to prepare a quick list of the departments or areas, and primary person in each area and their position or title and email to us prior to the Discovery meeting.
We look forward to meeting with you. To get started today, please contact us at 1-800-670-0059 or email firstname.lastname@example.org.
Crestwood Associates LLC.
(Formerly Stanley Stuart Yoffee & Hendrix, Inc.)
1060 Maitland Ctr Commons Blvd.
Maitland, FL 32751
6750 N. Andrews Ave.
Ft. Lauderdale, FL 33309