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Requirements Gathering:
The first step to project
success
Proprietary & Confidential
Copyright 2014, WG Consulting, LLC
24/7/2014
 70% of organizations have suffered at least one project failure in the prior 12 months.
 50% of respondents also indicated that their project failed to consistently achieve
what they set out to achieve!
 Many organizations fail to measure benefits so they are unaware of their true status
in terms of benefits realization.
Source: KPMG Study, Global IT Management Survey
Dec 2010
The Facts
Proprietary & Confidential
Copyright 2014, WG Consulting, LLC
34/7/2014
 Interviews with 600 people closely involved in software development projects finds that
even at the start of a project many people expect their projects to fail!
 “Fuzzy business objectives, out-of-sync stakeholders, and excessive rework” mean that
75% of project participants lack confidence that their projects will succeed.
 78% of respondents reported that the “Business is usually or always out of sync with
project requirements”
What are the statistics?
Proprietary & Confidential
Copyright 2014, WG Consulting, LLC
44/7/2014
 Too many project managers either overlook the importance of requirements
management or fail to understand the difference between scope, requirements, and
expectations.
 In fact, 60-80 percent of project failures can be attributed directly to poor requirements
gathering, analysis, and management (Meta Group, now a part of Gartner).
G. Chandrashekar of the ProjectSmart blog wrote,
“Innumerable studies have shown that requirements gathering is the single most important
step…It’s far more expensive to fix a requirements error than a coding error. But somehow
everyone seems to believe that a requirements specification document is the easiest part to
produce…It can’t be further from the truth. No one ever built a good structure without the
right foundation. Make sure that you take time to gather the requirements fully and analyze
them in depth.”
What is the problem?
Proprietary & Confidential
Copyright 2014, WG Consulting, LLC
54/7/2014
Why Projects Fail….
Proprietary & Confidential
Copyright 2014, WG Consulting, LLC
64/7/2014
 The requirements gathering or the discovery phase is essential to the
success of any project.
 Many experienced project managers would agree that if the
requirements are identified correctly and early in the project cycle there
would be a significant reduction in the project budget.
 If an effort to save time and project dollars, requirements gathering is
often overlooked or is not allocated enough time or budget.
Why are requirements important?
Proprietary & Confidential
Copyright 2014, WG Consulting, LLC
74/7/2014
Five key components of requirements gathering
1. Gathering requirements comes first, defining scope comes second.
It is fairly common in the project management world for people to use
the terms “requirements” and “scope” synonymously. But they are
different. “Requirements” define what is needed and “Scope” is how you
are going get there.
 “Requirements” are the demands, needs, and specifications for a
product as outlined by project stakeholders. The Deep Fried Brain
Blog defines requirements as what the customer needs.
 “Scope” is defined as the work that needs to be accomplished to
deliver a product, service, or result with the specified features and
functions.
Proprietary & Confidential
Copyright 2014, WG Consulting, LLC
84/7/2014
Five key components of requirements gathering
2. There are two types of requirements: project requirements and
product requirements.
Project Requirements define how the work will be managed. Project
requirements focus on who, when, where, and how something gets
done.
Product Requirements include high level features or capabilities that the
business team has committed to delivering to a customer.
Project requirements must be defined first and then products evaluated
based on the best fit to these needs.
Proprietary & Confidential
Copyright 2014, WG Consulting, LLC
94/7/2014
Five key components of requirements gathering
3. Make sure you adequately document all the requirements.
The requirements gathering process should be iterative and all discussions
documented and verified to make sure requirements were understood
correctly.
Requirements should be evaluated throughout the project to make sure
systems are not overly complicated, over designed and address the initial
needs defined at the beginning of the project.
Proprietary & Confidential
Copyright 2014, WG Consulting, LLC
104/7/2014
Five key components of requirements gathering
4. Select the best methodology for the project.
The approach when developing a project must be determined for each
engagement based on the project team, the organization and the goals of
the project. In some cases, a hybrid of these methodologies is ideal.
A few examples of project methodology include:
RAD (Rapid Application Deployment) Spiral
• Used for less structured projects
• Projects are divided to smaller
initiatives
• Prototyping is used
Spiral
• Incremental build
• Additional functionality added later
• Prototyping used
Waterfall
• Tightly defined objectives
• Controlled process
• Major milestones with accountability
JAD (Joint Application Design)
• Involves the client or end user in the
design and development of an
application
• Collaborative workshops
• Requires dedicated resources
Scrum
• Flexible and collaborative
• General guidelines are set but
constantly reevaluated
• Inspect and reevaluate
Proprietary & Confidential
Copyright 2014, WG Consulting, LLC
114/7/2014
Five key components of requirements gathering
5. Engage a diverse cross section of users
It is always important to engage a broad group of users. Requirements
gathering sessions are usually effective in involving groups of users.
The facilitator of these discussions is critical providing leading questions,
understand the business and be able to gather information effectively.
It is often difficult for participants to articulate their daily routines and
processes. The success of requirements gathering is contingent on the
ability to extract detailed and high level information and then create a
global picture of the needs of the organization.
Proprietary & Confidential
Copyright 2014, WG Consulting, LLC
124/7/2014
Requirements: The first critical step
“A good beginning makes a good ending.”
 The requirements gathering process may not guarantee a successful project but
provides a foundation for project that can be managed to meet well defined
objectives.
 Requirement gathering sessions should be designed to define business
processes, owners, and reporting needs.
 Requirements sessions should set a proactive tone for the project. Many project
teams get into the mindset of being reactive is addressing issues. A clear, concise
requirements document will create the baseline to building scope, project plans,
risk mitigation plans.
 Requirements provide the stepping stone to deriving scope. There are times
where at the end of the requirements phase, scope cannot be clearly defined. It
is essential at this point that the project methodology is modified to perhaps
include a proof of concept or prototyping phase.
Proprietary & Confidential
Copyright 2014, WG Consulting, LLC
134/7/2014
Requirements: The first critical step
 Our requirements sessions are designed to be interactive and not follow a script.
This environment allows users to learn from the other subject manager experts
in the sessions as well as create a baseline for strong communication.
 These sessions should include how communication will be delivered, the project
team and their roles on the project and tools that will be used to document such
as an issues log, requirements matrix, or weekly status reports.
 A clear set of defined goals and objectives, reviewed throughout the term of the
project is a essential to manage expectations and avoid project pitfalls.
Proprietary & Confidential
Copyright 2014, WG Consulting, LLC
144/7/2014
In general, one of the biggest problems that globally/nationally dispersed teams face in
requirements gathering and systems analysis is communication.
Proprietary & Confidential
Copyright 2014, WG Consulting, LLC
154/7/2014
Why are we different
1. We follow the research and study what works. Our professionals have
researched the results of project success and project failure. The WG team
utilizes world-class methodologies to deliver value-creating solutions
based on each client’s unique operating needs. Our team’s thorough
understanding of operational and regulatory risk is the key to competitive
results that mitigate such risks for our valued clients.
2. We adapt our approach to your needs. Best business practices have
their value, but these processes cannot be applied to all organizations.
Project methodology and approach can only be determined based on an
understanding of users, business processes, resources, knowledge of the
software and the requirements of the project.
Proprietary & Confidential
Copyright 2014, WG Consulting, LLC
164/7/2014
Why are we different
3. We have been there. Our team is comprised of professionals with at
least 15 years of industry and consulting experience. Our consultants have
been IT analysts, administrators, project managers, FP&A managers, and IT
professionals that have broad industry experience. This experience
provides you with an educated, agile team that can adapt to the project
methodology, culture and needs of your organization.
4. Communication. Our consultants focus on constant and effective
communication with the client in the form of documentation, weekly
meetings, demonstrations and training sessions.
Proprietary & Confidential
Copyright 2014, WG Consulting, LLC
174/7/2014
Our consultants bring many years of relevant experience to our engagements. We provide
proven methodologies and efficiently organized teams to match each client’s specific project
needs.
Criteria
• Deep Project
Management &
Delivery Skills
• Relevant Industry
Experience
• Well-versed in
Industry Best
Practices
• Client Success is the
Primary Focus
Client Benefit
• Experienced and
Right-sized team
• Efficient Project
Delivery
Methodology
• Collaborative
Client/Consultant
Partnership
• Plans Aligned with
Key Strategic
Objectives
Consultant 7Consultant 6Consultant 5Consultant 4Consultant 3Consultant 2Consultant 1
What Sets Us Apart
WG Consulting Headquarters: 1415 Louisiana, Suite 3450 Houston, TX 77002
Houston London Singapore
www.wgconsulting.com
WG Consulting, LLC @thewgcpromise WG Consulting
Andy Roehr
Managing Director
aroehr@wgconsulting.com
O: 832.581.4990
C: 512.656.4341
Wedge International Tower
1415 Louisiana, Suite 3450
Houston, TX 77002
Roger Liau
Director
rliau@wgconsulting.com
O: 832.581.4990
C: 713.628-8682
Wedge International Tower
1415 Louisiana, Suite 3450
Houston, TX 77002
Joel Jarratt
Managing Director
jjarratt@wgconsulting.com
O: 832.581.4990
C: 832.458.8184
Wedge International Tower
1415 Louisiana, Suite 3450
Houston, TX 77002
Michelle Welch
Director
mwelch@wgconsulting.com
O: 832.581.4990
C: 281.896.2223
Wedge International Tower
1415 Louisiana, Suite 3450
Houston, TX 77002
Contact Information

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Requirements Gathering for Project Management Success

  • 2. Proprietary & Confidential Copyright 2014, WG Consulting, LLC 24/7/2014  70% of organizations have suffered at least one project failure in the prior 12 months.  50% of respondents also indicated that their project failed to consistently achieve what they set out to achieve!  Many organizations fail to measure benefits so they are unaware of their true status in terms of benefits realization. Source: KPMG Study, Global IT Management Survey Dec 2010 The Facts
  • 3. Proprietary & Confidential Copyright 2014, WG Consulting, LLC 34/7/2014  Interviews with 600 people closely involved in software development projects finds that even at the start of a project many people expect their projects to fail!  “Fuzzy business objectives, out-of-sync stakeholders, and excessive rework” mean that 75% of project participants lack confidence that their projects will succeed.  78% of respondents reported that the “Business is usually or always out of sync with project requirements” What are the statistics?
  • 4. Proprietary & Confidential Copyright 2014, WG Consulting, LLC 44/7/2014  Too many project managers either overlook the importance of requirements management or fail to understand the difference between scope, requirements, and expectations.  In fact, 60-80 percent of project failures can be attributed directly to poor requirements gathering, analysis, and management (Meta Group, now a part of Gartner). G. Chandrashekar of the ProjectSmart blog wrote, “Innumerable studies have shown that requirements gathering is the single most important step…It’s far more expensive to fix a requirements error than a coding error. But somehow everyone seems to believe that a requirements specification document is the easiest part to produce…It can’t be further from the truth. No one ever built a good structure without the right foundation. Make sure that you take time to gather the requirements fully and analyze them in depth.” What is the problem?
  • 5. Proprietary & Confidential Copyright 2014, WG Consulting, LLC 54/7/2014 Why Projects Fail….
  • 6. Proprietary & Confidential Copyright 2014, WG Consulting, LLC 64/7/2014  The requirements gathering or the discovery phase is essential to the success of any project.  Many experienced project managers would agree that if the requirements are identified correctly and early in the project cycle there would be a significant reduction in the project budget.  If an effort to save time and project dollars, requirements gathering is often overlooked or is not allocated enough time or budget. Why are requirements important?
  • 7. Proprietary & Confidential Copyright 2014, WG Consulting, LLC 74/7/2014 Five key components of requirements gathering 1. Gathering requirements comes first, defining scope comes second. It is fairly common in the project management world for people to use the terms “requirements” and “scope” synonymously. But they are different. “Requirements” define what is needed and “Scope” is how you are going get there.  “Requirements” are the demands, needs, and specifications for a product as outlined by project stakeholders. The Deep Fried Brain Blog defines requirements as what the customer needs.  “Scope” is defined as the work that needs to be accomplished to deliver a product, service, or result with the specified features and functions.
  • 8. Proprietary & Confidential Copyright 2014, WG Consulting, LLC 84/7/2014 Five key components of requirements gathering 2. There are two types of requirements: project requirements and product requirements. Project Requirements define how the work will be managed. Project requirements focus on who, when, where, and how something gets done. Product Requirements include high level features or capabilities that the business team has committed to delivering to a customer. Project requirements must be defined first and then products evaluated based on the best fit to these needs.
  • 9. Proprietary & Confidential Copyright 2014, WG Consulting, LLC 94/7/2014 Five key components of requirements gathering 3. Make sure you adequately document all the requirements. The requirements gathering process should be iterative and all discussions documented and verified to make sure requirements were understood correctly. Requirements should be evaluated throughout the project to make sure systems are not overly complicated, over designed and address the initial needs defined at the beginning of the project.
  • 10. Proprietary & Confidential Copyright 2014, WG Consulting, LLC 104/7/2014 Five key components of requirements gathering 4. Select the best methodology for the project. The approach when developing a project must be determined for each engagement based on the project team, the organization and the goals of the project. In some cases, a hybrid of these methodologies is ideal. A few examples of project methodology include: RAD (Rapid Application Deployment) Spiral • Used for less structured projects • Projects are divided to smaller initiatives • Prototyping is used Spiral • Incremental build • Additional functionality added later • Prototyping used Waterfall • Tightly defined objectives • Controlled process • Major milestones with accountability JAD (Joint Application Design) • Involves the client or end user in the design and development of an application • Collaborative workshops • Requires dedicated resources Scrum • Flexible and collaborative • General guidelines are set but constantly reevaluated • Inspect and reevaluate
  • 11. Proprietary & Confidential Copyright 2014, WG Consulting, LLC 114/7/2014 Five key components of requirements gathering 5. Engage a diverse cross section of users It is always important to engage a broad group of users. Requirements gathering sessions are usually effective in involving groups of users. The facilitator of these discussions is critical providing leading questions, understand the business and be able to gather information effectively. It is often difficult for participants to articulate their daily routines and processes. The success of requirements gathering is contingent on the ability to extract detailed and high level information and then create a global picture of the needs of the organization.
  • 12. Proprietary & Confidential Copyright 2014, WG Consulting, LLC 124/7/2014 Requirements: The first critical step “A good beginning makes a good ending.”  The requirements gathering process may not guarantee a successful project but provides a foundation for project that can be managed to meet well defined objectives.  Requirement gathering sessions should be designed to define business processes, owners, and reporting needs.  Requirements sessions should set a proactive tone for the project. Many project teams get into the mindset of being reactive is addressing issues. A clear, concise requirements document will create the baseline to building scope, project plans, risk mitigation plans.  Requirements provide the stepping stone to deriving scope. There are times where at the end of the requirements phase, scope cannot be clearly defined. It is essential at this point that the project methodology is modified to perhaps include a proof of concept or prototyping phase.
  • 13. Proprietary & Confidential Copyright 2014, WG Consulting, LLC 134/7/2014 Requirements: The first critical step  Our requirements sessions are designed to be interactive and not follow a script. This environment allows users to learn from the other subject manager experts in the sessions as well as create a baseline for strong communication.  These sessions should include how communication will be delivered, the project team and their roles on the project and tools that will be used to document such as an issues log, requirements matrix, or weekly status reports.  A clear set of defined goals and objectives, reviewed throughout the term of the project is a essential to manage expectations and avoid project pitfalls.
  • 14. Proprietary & Confidential Copyright 2014, WG Consulting, LLC 144/7/2014 In general, one of the biggest problems that globally/nationally dispersed teams face in requirements gathering and systems analysis is communication.
  • 15. Proprietary & Confidential Copyright 2014, WG Consulting, LLC 154/7/2014 Why are we different 1. We follow the research and study what works. Our professionals have researched the results of project success and project failure. The WG team utilizes world-class methodologies to deliver value-creating solutions based on each client’s unique operating needs. Our team’s thorough understanding of operational and regulatory risk is the key to competitive results that mitigate such risks for our valued clients. 2. We adapt our approach to your needs. Best business practices have their value, but these processes cannot be applied to all organizations. Project methodology and approach can only be determined based on an understanding of users, business processes, resources, knowledge of the software and the requirements of the project.
  • 16. Proprietary & Confidential Copyright 2014, WG Consulting, LLC 164/7/2014 Why are we different 3. We have been there. Our team is comprised of professionals with at least 15 years of industry and consulting experience. Our consultants have been IT analysts, administrators, project managers, FP&A managers, and IT professionals that have broad industry experience. This experience provides you with an educated, agile team that can adapt to the project methodology, culture and needs of your organization. 4. Communication. Our consultants focus on constant and effective communication with the client in the form of documentation, weekly meetings, demonstrations and training sessions.
  • 17. Proprietary & Confidential Copyright 2014, WG Consulting, LLC 174/7/2014 Our consultants bring many years of relevant experience to our engagements. We provide proven methodologies and efficiently organized teams to match each client’s specific project needs. Criteria • Deep Project Management & Delivery Skills • Relevant Industry Experience • Well-versed in Industry Best Practices • Client Success is the Primary Focus Client Benefit • Experienced and Right-sized team • Efficient Project Delivery Methodology • Collaborative Client/Consultant Partnership • Plans Aligned with Key Strategic Objectives Consultant 7Consultant 6Consultant 5Consultant 4Consultant 3Consultant 2Consultant 1 What Sets Us Apart
  • 18. WG Consulting Headquarters: 1415 Louisiana, Suite 3450 Houston, TX 77002 Houston London Singapore www.wgconsulting.com WG Consulting, LLC @thewgcpromise WG Consulting Andy Roehr Managing Director aroehr@wgconsulting.com O: 832.581.4990 C: 512.656.4341 Wedge International Tower 1415 Louisiana, Suite 3450 Houston, TX 77002 Roger Liau Director rliau@wgconsulting.com O: 832.581.4990 C: 713.628-8682 Wedge International Tower 1415 Louisiana, Suite 3450 Houston, TX 77002 Joel Jarratt Managing Director jjarratt@wgconsulting.com O: 832.581.4990 C: 832.458.8184 Wedge International Tower 1415 Louisiana, Suite 3450 Houston, TX 77002 Michelle Welch Director mwelch@wgconsulting.com O: 832.581.4990 C: 281.896.2223 Wedge International Tower 1415 Louisiana, Suite 3450 Houston, TX 77002 Contact Information