Requirements Gathering & Scoping

Methods for discovering organizational needs and defining implementation scope.

The Discovery Phase

A successful implementation starts with deep understanding of business requirements and pain points.

Key Activities

1. Stakeholder Interviews: Meet with department leads (Finance, Sales, Warehouse, HR) to document existing workflows.
2. Gap Analysis: Identify standard ERP features versus custom requirements.
3. Functional Requirements Document (FRD): Create an approved blueprint outlining expected system behaviors.
4. Scope Boundaries: Clearly distinguish Phase 1 must-haves from future roadmap items.