Enhance CRM Reporting for Data-Driven Insights Workflow

Gather Requirements

Type: Fill Checklist

The Gather Requirements step is an essential process in defining the scope of a project or initiative. It involves collecting information on what needs to be done, by whom, and when. This step requires collaboration with stakeholders, customers, and team members to understand their needs, expectations, and constraints. During this step, the requirements are documented and prioritized based on their impact, feasibility, and business value. This includes identifying key performance indicators (KPIs), risk factors, and any dependencies that may affect the project's success. The outcome of Gather Requirements is a comprehensive set of functional and non-functional requirements that serve as a blueprint for the subsequent development phases. This step ensures that all parties involved have a shared understanding of what needs to be delivered, minimizing misunderstandings and miscommunications later on.