Best Practices in Gathering Requirements for SharePoint Projects

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Poor requirements can be attributed to failed SharePoint implementations. The key to successful SharePoint implementation is properly developing requirements. A lot of people know that this is important, however, only a handful of folks truly understand what it takes to do this right.In this presentation participants will be able to identify:- The key components of requirements gathering process- Why requirements traceability is paramount in defining ROI in SharePoint projects- Why having a well defined business case is necessary to effectively initiate requirements gatheringPresented at the Atlanta SharePoint Users Group Meeting on August 17, 2009

Transcript of Best Practices in Gathering Requirements for SharePoint Projects

Microsoft Alpharetta August 17, 2009 6.30pm (EDT)

Best Practices in Gathering Requirements for

SharePoint Projects

Dux Raymond Sy, PMP

What Does This Mean?

8 5 4 9 1 7 6 3 2 0

What Does This Mean?

SharePoint

Presentation Objectives

  In this presentation, you will learn the best practices in gathering requirements for SharePoint Projects

   In addition, you will be able to identify:

  Why having a well defined business case is necessary to effectively initiate requirements gathering

  The key components of requirements gathering process

  Why requirements traceability is paramount in defining ROI in SharePoint projects

Dux Raymond Sy, PMP

  Managing Partner, Innovative-E, Inc.

  Author, “SharePoint for Project Management” by O’Reilly Media

  Contract Author & Instructor, Learning Tree International

  For more information, connect with Dux

  E-Mail: dux.sy@innovative-e.com

  LinkedIn: meetdux.com/li

  Blog: meetdux.com

  Twitter: twitter.com/meetdux

Agenda

  What are Requirements?

  Eliciting is Not the Same as Gathering

  Analysis Doesn’t Lead to Paralysis

  Too Legit to Quit?

  Put it on Paper

  Summary

Why are Requirements So Difficult?

Write the Requirements for

What is a Requirement?

  A requirement is something wanted or needed

  Formally documented and written statements

  Capabilities needed to solve a problem

  Conditions of a delivered system, services, product, or process

  Constraints on the system, service, product, or process

  Requirements are not

  Verbal, informal statements or conversations in the hallways

  Solutions that state how to solve the problem or meet the objectives

  Characteristics of other systems, services, products, or processes

  Project budgets, plans, or implementation details

What’s So Special About SharePoint?

Requirements Focus

Example: Defining SharePoint Requirements

  Business requirements

  SharePoint shall increase user productivity by 15 percent

  User requirements

  The user shall be able to retrieve search results within five seconds of submitting a search request that can support a maximum of 10,000 simultaneous search requests

  System requirements

  SharePoint Search shall be able to perform 10,000 simultaneous search requests

Key Components of Requirements Gathering

1.  Requirements Elicitation

2.  Analyzing Requirements

3.  Validating Requirements

4.  Documenting Requirements

Agenda

  What are Requirements?

  Eliciting is Not the Same as Gathering

  Analysis Doesn’t Lead to Paralysis

  Too Legit to Quit?

  Put it on Paper

  Summary

How Many Squares Do You See?

What is Requirements Elicitation?

  Elicitation: gathering and understanding what stakeholders and users need

  Done at both an organizational (business) and a more detailed user level

  Elicitation is a human-based activity

  Determine requirements sources

  Decide how to gather information

  Involves research, reading, talking, and observing

  Business-level context and framework

  How the end users do their jobs

  What would help them do their jobs better

  Within the scope of our system, product, or process

Elicitation Process

1.  What do I need to know?

2.  Where do I get this information?

3.  Get the information

4.  Organize what you know

5.  Do I have enough information?

Goal is to Build a SharePoint Solution

  How would you like to drive a Lamborghini Diablo?

  BTW, you just learned how to ride a bike yesterday

Agenda

  What are Requirements?

  Eliciting is Not the Same as Gathering

  Analysis Doesn’t Lead to Paralysis

  Too Legit to Quit?

  Put it on Paper

  Summary

What is Requirements Analysis?

  Requirements analysis takes elicited information and makes sense of it

Analysis Process

1.  Profile Users

2.  Model stated requirements

3.  Gap analysis

4.  Identify the real requirements

Example: Process Flow Diagram

Agenda

  What are Requirements?

  Eliciting is Not the Same as Gathering

  Analysis Doesn’t Lead to Paralysis

  Too Legit to Quit?

  Put it on Paper

  Summary

What is Requirements Validation?

  Requirements validation allows the user(s) to confirm and prioritize the real requirements

  Essential to identify what it will take to deploy SharePoint

  Resources

  Time

  Skillsets

Example: SharePoint Project Schedule

Agenda

  What are Requirements?

  Eliciting is Not the Same as Gathering

  Analysis Doesn’t Lead to Paralysis

  Too Legit to Quit?

  Put it on Paper

  Summary

Generate a Requirements Document

  Formally communicates

  Overall quantitative and qualitative characteristics

  Functionality of the desired end result or outcome

  Should include

  Requirement Statements

  Process Diagrams

  Traceability Matrix

What Makes a Great Requirement?

Content + Structure = Readability

Writing Requirement Statements

  <Subject> shall be able to <capability> within <criterion>

  <Subject> shall be able to <capability>

  Where criterion is assumed to be 100 percent of the stated capability

Example: Defining SharePoint Requirements

  Business requirements

  SharePoint shall increase user productivity by 15 percent

  User requirements

  The user shall be able to retrieve search results within five seconds of submitting a search request that can support a maximum of 10,000 simultaneous search requests

  System requirements

  SharePoint Search shall be able to perform 10,000 simultaneous search requests

Example: Requirements Document

Agenda

  What are Requirements?

  Eliciting is Not the Same as Gathering

  Analysis Doesn’t Lead to Paralysis

  Too Legit to Quit?

  Put it on Paper

  Summary

Questions?

E-Mail: dux.sy@innovative-e.com

LinkedIn: meetdux.com/li

Blog: meetdux.com

Twitter: twitter.com/meetdux

How did you like the presentation? http://sp.meetdux.com/post_feedback.aspx

Summary

  You have learned the best practices in gathering requirements for SharePoint Projects

   In addition, you are able to identify:

  Why having a well defined business case is necessary to effectively initiate requirements gathering

  The key components of requirements gathering process

  Why requirements traceability is paramount in defining ROI in SharePoint projects

Thank You!