Customer Requirements Document archives - Quality Assurance and Project Management

Quality Assurance and Project Management:

Customer Requirements Document

Jan 16 2009   10:12AM GMT

Understand customer requirements and make your customer understand



Posted by: Jaideep
CRD, Customer Requirements Document, business requirements, customer requirements, defect free software

You not only have to understand the customer but sometimes you have to make customer understand what exactly he requires to enhance his business. Many a times, a customer is not able to chalk out clearly what business requirements he wants to get embedded in the software. He is not clear about what exactly he should get embedded in the software to get the optimum out of the software and business mix. He might be having a broad idea about what he wants to see as a final product, but may not be able to define what the core components of this product are. Customer would say the team to study their business as they are doing it, without getting involved in it. This could be serious and the seriousness if not understood rightly in time (emphasize on ‘understood’, rightly’ and ‘in time’), would lead to disastrous results.

Customer is not for experimentation. Clear and crisp ‘Requirement freezing’ is the right start. Customer may be required to be educated on what business, requirements and rules can be built in the software. A simulations or scenario generation is important to make customer understand how the software will work once completed. Customer needs to understand very clearly at the initial phases - What ease or comfort will the software bring out to business processes by giving out certain set of business results. Customer has to understand very clearly the other part of the story too. The software definitely will require certain extra skill sets, enhancements, or extra efforts once it is completed and implemented at customer site.

Jan 14 2009   10:10AM GMT

Digging the 10 precious ‘Experience’ Treasures



Posted by: Jaideep
SDLC, business management, Bug Management, CRD, Customer Requirements Document, team management, customer requirements

Past is not to be buried. It contains a treasure called EXPERIENCE. In software development this treasure is of ample importance for acquiring skills required to handle the unwarranted turns and twists during the development (and implementation) period.
What we can learn from the past is the hiccups that caused delays and stoppages in a development project. We can use that learning as a tool to tackle the problems occurred during the project life cycle. The learning could be in the form of:
1. Handling customer
2. Freezing customer requirements
3. Preparation of documents
4. Selection of a project manager
5. Development Team formation
6. Key users committee formation at customer end
7. Management committee formation at customer and development end
8. Team coordination
9. Tester’s involvement in the development
10. Choosing a right methodology for project management


Oct 20 2008   10:30AM GMT

10 Must-do for Vendor to have clear Software requirements in first go!



Posted by: Jaideep
Project Management, SDLC, Project Lifecycle, Customer Requirements Document, software requirement

This is in continuation of my previous blog where I listed the 10 most important must-dos for customer to have clear software requirements in first go. Ten most important must-dos for vendor to have clear software requirements according to me would be:
Vendor End:

  • 1. Understand that an unclear or incomplete software requirement is never going to build good software.
    2. Ensure that management selects the right person(s) for the purpose.
    3. Ensure that management at back office is continuously involved in the whole process as per plan.
    4. Ensure that customer management is clear in their goals to be achieved by this software.
    5. Ensure that customer has identified the right people who are actually the process owners and not the subordinates of the process owners.
    6. Do not hesitate in analyzing the each sub process station.
    7. Ensure that analyst gets process owner’s ample time to document each and every process requirement well.
    8. Don’t trust on your mind. Document along with the understanding of the process or soon after it. Keep getting it vetted by the process owners.
    9. Keep updating customer management after the finish of each process.
    10. Don’t compromise with time and documentation.
  • Note: Please do not hesitate in giving your valuable add-ons. I might have missed out certain important points (if! Any!!).


    Oct 17 2008   11:22AM GMT

    10 Must-do for Customer to ensure clear Software requirements in first go!



    Posted by: Jaideep
    Project Management, SDLC, Project Lifecycle, Customer Requirements Document, software requirement

    Having clear software requirements is very important as it is going to be the foundation of the software to-be-built. Having clear software requirements in first go is equally important especially in case of overseas client. Few things are very well known to all:

  • 1. Face to face interaction brings out more clarity as compared to any other mode of communication.
    2. Documents collected and prepared are the vital asset of software requirements.
    3. Selection of right person for the customer/software requirements study is very crucial (and sometimes it hurts at a very late stage)
    4. Travel and time is a cost that is affecting the overall Project Cost, Margins and Profits - irrespective of whether customer or vendor is bearing it in the beginning.
  • Keeping all this in mind, the 10 must-do to have clear software requirements in first go, which I am listing below. There could be many more (which I would like to be added in the comments section), but these come to my mind as most important:
    Customer End:

  • 1. Ensure that management knows the purpose of the project
    2. Ensure that management is continuously involved in whole process.
    3. Ensure that the vendor representative(s) coming for the purpose is the right person(s). They should not only be the master of their domain but should have fairly good number of years of business exposure too.
    4. Ensure that the process owners are the right persons to explain the process.
    5. Ensure that the process owners have their process charts ready with them, the document is going to help really.
    6. Ensure that the processes are sequenced in proper fashion.
    7. Ensure that the time should not be the constraint for process owners. Devoting 6-8 hours for 2 days is always better than devoting 2 hours per day for 10 days. After all more time spent by the vendor representative is equal to more cost to the customer (overall project cost).
    8. Ensure that the analysts (vendor representatives) keep updating their documents during the understanding of process or at the finish of a process. Let not a lot remain in the mind and be documented later.
    9. Ensure that both the managements (vendor and customer) finally sign the document finally prepared (both have equal ownership on whatever has been documented).
    10. Do not get bogged down by the size or volume of the document. Let it is as elaborative and explanatory as possible. Just be sure that it is crisp and to-the-point. Attach hand written papers, reports, formats, legacy manual with specific markings of important features required to be built in the new software.
  • Note: Please do not hesitate in giving your valuable add-ons. I might have missed out certain important points (if!). A similar set of guidelines for the vendor end, I would be posting in my next blog.


    Oct 15 2008   10:34AM GMT

    Reasons of Unclear Software Requirements



    Posted by: Jaideep
    Project Management, Quality Assurance, SDLC, Project Lifecycle, STLC, Bug Management, CRD, Customer Requirements Document, software requirement

    Broadly there are two main loopholes in case of unclear software requirements – vendor and customer. Unclear Software Requirements could lead to disaster not only for the vendor but for customer also as I stated in my previous blog. To vendor it may cost money, time, reputation, business and at worst the closure of business. To customer it costs time, money, employees trust in its management, management confidence in selecting a vendor and at worst a decision to not to streamline their business in terms of a new software.

    The main reasons of unclear software requirements could be:-
    (Vendor Part):

  • The vendor representative deputed for studying software requirements is inexperienced in terms of customer business
    The vendor representative’s tenure is too short at customer site to study its business and requirements
    The vendor representative is not curious enough to dig down each process at customer site
    The vendor representative being poor at documentation
    The vendor representative thinks collection of relevant forms and reports is a waste
    The vendor representative keeps more in his mind than documenting (the business rules, processes and requirements)
  • (Customer Part):

  • No clear cut representative(s) identified
    Business clarity is delivered by the person other than actual process owner
    Process owners too occupied
    Process owners depute their subordinates and perceive they will explain the correct picture
    Management before signing the final documents do not vet each process and business rule
    Poor management’s involvement
    Wrong perception that vendor will build a strong software that will meet all their requirements on its own

  • Oct 10 2008   10:56AM GMT

    Why pay to vendor for understanding customer requirements?



    Posted by: Jaideep
    Project Management, SDLC, Project Lifecycle, CRD, Customer Requirements Document

    In normal scenario when an order is finalized between a vendor and a customer, for building new software by the vendor, the payment terms are set in such a manner that some percentage of the project cost is paid soon after the completion of customer requirements study, generally on finalization and submission of customer requirements document (CRD) by the vendor to the customer. The completion of this phase shows that the vendor has clearly understood the customer and business requirements and is capable enough to build all those requirements in the software product that he is going to build for the customer.

    Customer’s ultimate goal is to acquire or purchase the final product that fully meets its functional and business requirements. Then why customer should pay out of his pocket for something at a stage that is of no use to the customer. The requirement study is the need of vendor and not the customer. Customer finally needs a product.

    What if the product built is incapable of meeting customer’s requirements. Then why not customer pays to vendor just once at the time of product delivery, User Acceptance and implementation completion?

    Do we buy a complete car or pay in parts – for steering, for body, for brakes, for seats, for belts… and so on…

    Just a thought…