Value Design
Uncover & Align
Align business goals and value statements and uncover the business and technical requirements the solution needs to achieve the desired outcomes.


Business Requirements
Work with stakeholders to define and align project outcomes.

Deliverable
Business Requirements Document

Ideal Format & Timing
- Half-day workshop with key stakeholders
- 2-3 days

Key Activities
- Identify key tasks or activities the system needs to perform.
- Uncover business outcomes that will measure the project’s impact on the business.
- Build alignment across the business on the ultimate measures of success toward which all parties are working.

Benefits
- Creates a tangible list of metrics to measure success and the impact on the organization.
- Identifies success metrics shared across the business to align various groups throughout the business.

Functional Requirements
Understand the key tasks, processes, and needs the system must perform, including controls and compliance considerations.

Deliverable
Functional Requirements Document

Ideal Format & Timing
- Working sessions and workshops with SMEs
- 3-4 weeks

Key Activities
- Identify key tasks or activities the system needs to perform.
- Identify the processes that facilitate those tasks and uncover users' needs.
- Capture nuances and exceptions and determine how to address them in the overall design.

Benefits
- Identifies key processes within each main business function to better capture the system's requirements.
- Highlights nuances and exceptional needs earlier in the process, minimizing design rework.

Technical Requirements
Understand the technical-level requirements to support the system, integrations, and data flows.

Deliverable
Technical Requirements Document

Ideal Format & Timing
- Working sessions and workshops with SMEs
- 3-4 weeks

Key Activities
- Break down the functional requirements into their technical needs and requirements.
- Understand data flows, validations, errors, timing, and reprocessing workflows on the dataset.
- Identify and design integration formats and "handshake" points within the end-to-end flow.

Benefits
- Achieves an accurate scope on the integration and data needs early in the process.
- Helps users understand file and data formats at key connection points to ensure the solution design supports these needs.
- Builds cohesion among all parties and vendors to understand requirements and accurately plan dependencies.