Business Requirements Document (BRD)
Table of Contents
Introduction
The purpose of this Business Requirements Document (BRD) is to outline the requirements for connecting and replacing our legacy CRM system with Salesforce. This document details the business objectives, project scope, stakeholder analysis, and specific requirements necessary to achieve a seamless transition.
Business Objectives
The primary business objectives for this project are:
- To connect our legacy, home-grown CRM system to Salesforce.
- To migrate all contact information from our legacy system to Salesforce.
- To improve CRM capabilities and overall business efficiency through the use of Salesforce.
Project Scope
In-Scope:
- Development of code to connect the legacy CRM system to Salesforce.
- Migration of all contact information from the legacy CRM system to Salesforce.
- Testing and validation of data migration to ensure accuracy and integrity.
- Training for end-users on the new Salesforce system.
Out-of-Scope:
- Development of new CRM functionalities beyond those offered by Salesforce.
- Integration with systems other than the legacy CRM.
- Post-migration support beyond the initial training period.
Stakeholder Analysis
Internal Stakeholders:
- Project Sponsor: [Name]
- Project Manager: [Name]
- IT Department: [Names]
- Sales Department: [Names]
- Customer Service Department: [Names]
External Stakeholders:
- Salesforce Implementation Partner: [Name]
- Third-party Vendors: [Names]
Requirements
Functional Requirements
Requirement ID: FR-001
- Description: Develop code to connect the legacy CRM system to Salesforce.
- Priority: High
- Source: IT Department
Requirement ID: FR-002
- Description: Migrate all contact information from the legacy CRM system to Salesforce.
- Priority: High
- Source: IT Department
Requirement ID: FR-003
- Description: Validate and test the accuracy and integrity of the migrated data.
- Priority: Medium
- Source: QA Team
- Requirement ID: FR-004
- Description: Provide training sessions for end-users on using Salesforce.
- Priority: Medium
- Source: HR Department
Non-Functional Requirements
Requirement ID: NFR-001
- Description: Ensure data migration process is completed within a downtime window of no more than 24 hours.
- Priority: High
- Source: IT Department
Requirement ID: NFR-002
- Description: Ensure that migrated data complies with all relevant data privacy and security regulations.
- Priority: High
- Source: Legal Department
Requirement ID: NFR-003
- Description: Ensure the new Salesforce system can handle a minimum of 10,000 concurrent users.
- Priority: Medium
- Source: IT Department
Assumptions
- The legacy CRM system’s data is clean and ready for migration.
- Necessary resources (hardware, software, personnel) will be available when needed.
- Salesforce will provide necessary support during the migration process.
- Training materials will be readily available for end-users.
Constraints
- Limited budget for the entire project.
- Tight timeline to complete the migration before the end of the fiscal year.
- Dependence on third-party vendors for specific integration tasks.
Risks
- Risk of data loss or corruption during migration.
- Mitigation: Perform multiple test migrations and validate data integrity.
- Risk of system downtime during the migration process.
- Mitigation: Schedule migration during off-peak hours and ensure a rollback plan is in place.
- Risk of user resistance to the new system.
- Mitigation: Conduct comprehensive training and provide ongoing support.
Glossary
- CRM: Customer Relationship Management
- IT: Information Technology
- QA: Quality Assurance
- NFR: Non-Functional Requirement
- FR: Functional Requirement
Appendices
- [Appendix A] Technical Specifications for Data Migration
- [Appendix B] Training Schedule for End-Users
- [Appendix C] Detailed Project Timeline
Approval
- Prepared by: Salesforce
- Email: mikemeier@mad-tech.ai
- Date: 11/21/2024
- Approved by: [Approver's Name]
- Date: [Approval Date]
Document Link
Salesforce Business Requirements Document