Business Requirements Document (BRD)

Table of Contents

1. Introduction
2. Business Objectives
3. Project Scope
4. Stakeholder Analysis
5. Requirements
   • Functional Requirements
   • Non-Functional Requirements
6. Assumptions
7. Constraints
8. Risks
9. Glossary
10. Appendices
11. Approval

Introduction

Project Genesis aims to solve the problem of follow-up emails that are personalized and not canned or templated. This document outlines the business objectives, project scope, stakeholder analysis, requirements, assumptions, constraints, risks, and approval process for Project Genesis.

Business Objectives

The primary business objective of Project Genesis is to enhance the effectiveness of follow-up emails by ensuring they are personalized and tailored to the recipient, thereby improving engagement and conversion rates.

Project Scope

• In-Scope:

  • Development of a system to personalize follow-up emails
  • Integration with existing CRM to access recipient's name, contact info, and prior interactions
  • Inclusion of a consultative approach in the email content

• Out-of-Scope:

  • Development of a new CRM system
  • Email delivery infrastructure

Stakeholder Analysis

• Internal Stakeholders:

  • Sales Team
  • Marketing Team
  • IT Department

• External Stakeholders:

  • Clients
  • CRM Vendor

Requirements

Functional Requirements

1. Requirement ID: FR-001

   • Description: The system needs to access the recipient's name and contact info from the CRM.
   • Priority: High
   • Source: Sales Team

2. Requirement ID: FR-002

   • Description: The system needs to know what the recipient's company does.
   • Priority: High
   • Source: Marketing Team

3. Requirement ID: FR-003

• Description: The system needs to track any prior interactions with the recipient's company.
• Priority: High
• Source: CRM Vendor

4. Requirement ID: FR-004
   • Description: The system should use a consultative approach in the sales process.
   • Priority: Medium
   • Source: Sales Team

Non-Functional Requirements

1. Requirement ID: NFR-001

   • Description: The system should have a user-friendly interface.
   • Priority: Medium
   • Source: IT Department

2. Requirement ID: NFR-002

   • Description: The system should comply with data privacy regulations.
   • Priority: High
   • Source: Legal Team

Assumptions

• The CRM system has APIs available for integration.
• Data privacy compliance is managed by existing systems.

Constraints

• Budget limitations may affect the scope of the project.
• Timeline constraints due to existing project schedules.

Risks

• Risk: Data privacy issues could arise.

  • Mitigation: Ensure compliance with data privacy regulations.

• Risk: Integration challenges with the existing CRM system.

  • Mitigation: Conduct thorough testing and have a fallback plan.

Glossary

• CRM: Customer Relationship Management
• API: Application Programming Interface

Appendices

N/A

Approval

• Prepared by: Dave Cumberpatch
• Email: dave.cumberpatch@salesforce.com
• Date: 11/28/2024
• Approved by: [Approver's Name]
• Date: [Approval Date]