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How to Best Develop
      Requirements for
     SharePoint Projects


       Dux Raymond Sy, PMP




Watch Recording http://vimeo.com/23587778
What Does This Mean?




8       5        4          9   1   7   6   3   2   0




Twitter: @meetdux #spsatl
What Does This Mean?




                            SharePoint




Twitter: @meetdux #spsatl
Presentation Objectives
¡  In this presentation, you will learn the best practices in
    developing 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




Twitter: @meetdux #spsatl
Dux Raymond Sy, PMP, MVP
                    ¡  Managing Partner, Innovative-e, Inc.

                    ¡  SharePoint Server MVP

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

                    ¡  For more information, connect with Dux

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

                            ¡  Twitter: twitter.com/meetdux

                            ¡  LinkedIn: meetdux.com/li

                            ¡  Blog: meetdux.com


Twitter: @meetdux #spsatl
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

¡  Q & A




Twitter: @meetdux #spsatl
Why are Requirements So Difficult?




Twitter: @meetdux #spsatl
Twitter: @meetdux #spsatl
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




Twitter: @meetdux #spsatl
What’s So Special About SharePoint?




Twitter: @meetdux #spsatl
Requirements Focus




Twitter: @meetdux #spsatl
Example: Defining Business Need is a MUST
¡  In a recent study, information workers today
    spend 45 mins/day searching for information
  ¡  In a team of 20 people, that’s 900 mins/day
  ¡  In 3 months, that’s 54000 mins or about 37 person
      days

¡  How much does this cost in time & money?

¡  What if search productivity can be increased by
    15%?
  ¡  That’s gaining 7 mins back from the 45 mins lost




Twitter: @meetdux #spsatl
Example: Mapping Requirements
¡  Business requirements

     ¡  SharePoint shall increase s earch 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 server shall have two web front ends and a
         dedicated SQL Server which has at least dual processors


Twitter: @meetdux #spsatl
How Do You Develop Requirements?
¡  Requirements development is iterative
  ¡  Business
  ¡  User
  ¡  System

¡  Key Steps
  1. Requirements Elicitation
  2. Analyzing Requirements
  3. Validating Requirements
  4. Documenting Requirements




Twitter: @meetdux #spsatl
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

¡  Q & A




Twitter: @meetdux #spsatl
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


Twitter: @meetdux #spsatl
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?




Twitter: @meetdux #spsatl
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




Twitter: @meetdux #spsatl
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

¡  Q & A




Twitter: @meetdux #spsatl
What is Requirements Analysis?
¡  Requirements analysis takes elicited information and
    makes sense of it




Twitter: @meetdux #spsatl
Analysis Process
1.  Profile Users

2.  Model stated requirements

3.  Gap analysis

4.  Identify the real requirements




Twitter: @meetdux #spsatl
Example: Process Flow Diagram




Twitter: @meetdux #spsatl
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

¡  Q & A




Twitter: @meetdux #spsatl
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




Twitter: @meetdux #spsatl
Example: Prioritizing SharePoint Features




Twitter: @meetdux #spsatl
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

¡  Q & A




Twitter: @meetdux #spsatl
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




Twitter: @meetdux #spsatl
What Makes a Great Requirement?




Content + Structure = Readability




Twitter: @meetdux #spsatl
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




Twitter: @meetdux #spsatl
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 server shall have two web front ends and a
         dedicated SQL Server which has at least dual processors



Twitter: @meetdux #spsatl
Example: Requirements Document




Twitter: @meetdux #spsatl
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

¡  Q & A




Twitter: @meetdux #spsatl
Resources
¡  Article: How to Prioritize Business Needs Before Implementing
    SharePoint http://bit.ly/8sCiVR


¡  Article: How to Define Measurable and Traceable
    Requirements for SharePoint Projects http://bit.ly/9AzTDy


¡  Article: Project Management Resources for SharePoint 2010
    Projects http://bit.ly/cBYl7X

¡  Download: Innovative-e Requirements Development Sample
    Templates http://www.meetdux.com/dl/req4sp.zip




Twitter: @meetdux #spsatl
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://meetdux.com/feedback

Twitter: @meetdux #spsatl
Thank You!

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How to Best Develop Requirements for SharePoint Projects @ #SPSATL

  • 1. How to Best Develop Requirements for SharePoint Projects Dux Raymond Sy, PMP Watch Recording http://vimeo.com/23587778
  • 2. What Does This Mean? 8 5 4 9 1 7 6 3 2 0 Twitter: @meetdux #spsatl
  • 3. What Does This Mean? SharePoint Twitter: @meetdux #spsatl
  • 4. Presentation Objectives ¡  In this presentation, you will learn the best practices in developing 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 Twitter: @meetdux #spsatl
  • 5. Dux Raymond Sy, PMP, MVP ¡  Managing Partner, Innovative-e, Inc. ¡  SharePoint Server MVP ¡  Author, “SharePoint for Project Management” by O’Reilly Media ¡  For more information, connect with Dux ¡  E-Mail: dux.sy@innovative-e.com ¡  Twitter: twitter.com/meetdux ¡  LinkedIn: meetdux.com/li ¡  Blog: meetdux.com Twitter: @meetdux #spsatl
  • 6. 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 ¡  Q & A Twitter: @meetdux #spsatl
  • 7. Why are Requirements So Difficult? Twitter: @meetdux #spsatl
  • 9. 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 Twitter: @meetdux #spsatl
  • 10. What’s So Special About SharePoint? Twitter: @meetdux #spsatl
  • 12. Example: Defining Business Need is a MUST ¡  In a recent study, information workers today spend 45 mins/day searching for information ¡  In a team of 20 people, that’s 900 mins/day ¡  In 3 months, that’s 54000 mins or about 37 person days ¡  How much does this cost in time & money? ¡  What if search productivity can be increased by 15%? ¡  That’s gaining 7 mins back from the 45 mins lost Twitter: @meetdux #spsatl
  • 13. Example: Mapping Requirements ¡  Business requirements ¡  SharePoint shall increase s earch 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 server shall have two web front ends and a dedicated SQL Server which has at least dual processors Twitter: @meetdux #spsatl
  • 14. How Do You Develop Requirements? ¡  Requirements development is iterative ¡  Business ¡  User ¡  System ¡  Key Steps 1. Requirements Elicitation 2. Analyzing Requirements 3. Validating Requirements 4. Documenting Requirements Twitter: @meetdux #spsatl
  • 15. 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 ¡  Q & A Twitter: @meetdux #spsatl
  • 16. 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 Twitter: @meetdux #spsatl
  • 17. 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? Twitter: @meetdux #spsatl
  • 18. 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 Twitter: @meetdux #spsatl
  • 19. 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 ¡  Q & A Twitter: @meetdux #spsatl
  • 20. What is Requirements Analysis? ¡  Requirements analysis takes elicited information and makes sense of it Twitter: @meetdux #spsatl
  • 21. Analysis Process 1.  Profile Users 2.  Model stated requirements 3.  Gap analysis 4.  Identify the real requirements Twitter: @meetdux #spsatl
  • 22. Example: Process Flow Diagram Twitter: @meetdux #spsatl
  • 23. 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 ¡  Q & A Twitter: @meetdux #spsatl
  • 24. 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 Twitter: @meetdux #spsatl
  • 25. Example: Prioritizing SharePoint Features Twitter: @meetdux #spsatl
  • 26. 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 ¡  Q & A Twitter: @meetdux #spsatl
  • 27. 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 Twitter: @meetdux #spsatl
  • 28. What Makes a Great Requirement? Content + Structure = Readability Twitter: @meetdux #spsatl
  • 29. 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 Twitter: @meetdux #spsatl
  • 30. 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 server shall have two web front ends and a dedicated SQL Server which has at least dual processors Twitter: @meetdux #spsatl
  • 32. 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 ¡  Q & A Twitter: @meetdux #spsatl
  • 33. Resources ¡  Article: How to Prioritize Business Needs Before Implementing SharePoint http://bit.ly/8sCiVR ¡  Article: How to Define Measurable and Traceable Requirements for SharePoint Projects http://bit.ly/9AzTDy ¡  Article: Project Management Resources for SharePoint 2010 Projects http://bit.ly/cBYl7X ¡  Download: Innovative-e Requirements Development Sample Templates http://www.meetdux.com/dl/req4sp.zip Twitter: @meetdux #spsatl
  • 34. 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://meetdux.com/feedback Twitter: @meetdux #spsatl