Business and System Requirements Analysis and System Blueprint

Prepared for:

[Customer name] ([CUSTOMER NAME] International)

Project Name
Project Code
Version
Document Status
Release Date
Document Author
Ammended Date
On behalf of

Sage Pastel, A Division of Sage South Africa (PTY) LTD, Softline Technology Park, 102 Western Services
Road, Gallo Manor Ext 6,Johannesburg,2031, Tel: (011) 304 3000, Fax: (011) 304 3001

[Customer name] Scoping Report

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Document Review and Approval

Role

Name

Position

Signed

System Sponsor
(Customer)
System Owner
(Customer)
Project Manager
(Customer)
Project Consultant (SPI)
Project Manager (SPI)
Revision History
Status

Version

Release Date

INTRODUCTION
[Customer name] Scoping Report

Reason
Made

For

Issue/

Changes

4
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TERMINOLOGY

ABOUT [CUSTOMER NAME]

SOLUTION ARCHITECTURE

PROPOSED ROLLOUT PHASES

GENERAL LEDGER

ACCOUNTS PAYABLE

ACCOUNTS RECEIVABLE

INVENTORY MANAGEMENT

10

SALES AND PURCHASE ORDER ENTRY

11

JOB COSTING

12

FIXED ASSETS

13

PROCUREMENT

14

BIC MANAGEMENT TOOL (BIC STANDARD AND ADVANCED)

15

CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

16

MULTI-LINGUAL MODULE

17

INTEGRATION REQUIREMENTS

18

GAPS IDENTIFIED

19

SIGN OFF AND ACCEPTANCE

20

[Customer name] Scoping Report

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Introduction
This document outlines the information of the requirements that facilitates the implementation of Pastel
Evolution in the [Customer name] Environment. It is aimed at providing an overview and hilgh level
analysis of the various business processes at [Customer name] as well as an understanding of what the
expectation is with regards to implementing these business processes in a computerised and
automated environment of Pastel Evolution.

Terminology
The below table provides definitions of special terms, acronyms and abbreviations that will be referenced
throughout the document.
Abbreviation/Term

Description

GL

General Ledger

COA

Chart of Accounts

AR

Account Receivables (Customer)

AP

Accounts Payables

BIC

Business Intelligence Centre

CRM

Customer Relationship Manager ( Contact Manager)

Companies

Referring to Divisions and Subsidiaries

IT

Information Technology

FM

Financial Manager

CFO

Chief Financial Officer

SQL

Structured Query Language

SSMS

SQL Server Management Studio

GRV

Goods Received Voucher

SINV

Supplier Invoice

SPI

Sage Pastel International

PMO

Project Management Officer

WIP

Work in progress

PM

Project Manager

PR

Purchase Requisition

UDF

User Defined Fields

HOD

Head Of Department

REQ

Requistion

PO

Purchase Order

PROC

Procurement

[Customer name] Scoping Report

(Supplier)

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About [Customer name]

[Write a brief description about the customer, its systems, operations, challenges]

Solution Architecture
[Replace below architect diagram example with customer specific proposed solution architecture.
Pastel Evolution Proposed Solution Architecture
Hosted server SA
BIC reporting tool

MOZ

NIG

ZAM

KEN

TAN

FTP layer

Branch Server
hosted in
MOZAMBIQUE

Maputo
Maputo

Branch Server
hosted in
MOZAMBIQUE

Tete
Tete

[Customer name] Scoping Report

Branch Server
hosted in
NIGERIA

Lagos
Lagos

Branch Servers
hosted in
NIGERIA

Abuja
Abuja

Branch Servers
hosted in
ZAMBIA

Lusaka
Lusaka

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Branch Servers
hosted in
ZAMBIA

Kitwe
Kitwe

Branch Servers
hosted in
KENYA

Nairobi
Nairobi

Branch Servers
hosted in
TANZANIA

Dar
Dar Es
Es Salaam
Salaam

Proposed Rollout phases

[Draft a description of what the different phases of the solution rollout will comprise. Ie phase 1 includes core
and add-on modules. Pha[e 2 includes fixed assets and BIC]

[Customer name] Scoping Report

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GENERAL LEDGER

[Customer name] Scoping Report

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ACCOUNTS PAYABLE

[Customer name] Scoping Report

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ACCOUNTS RECEIVABLE

[Customer name] Scoping Report

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INVENTORY MANAGEMENT

[Customer name] Scoping Report

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SALES AND PURCHASE ORDER ENTRY

[Customer name] Scoping Report

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JOB COSTING

[Customer name] Scoping Report

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FIXED ASSETS

[Customer name] Scoping Report

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PROCUREMENT

[Customer name] Scoping Report

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BIC MANAGEMENT TOOL (BIC STANDARD AND

ADVANCED)

[Customer name] Scoping Report

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CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

[Customer name] Scoping Report

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MULTI-LINGUAL MODULE

[Customer name] Scoping Report

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INTEGRATION REQUIREMENTS

[Customer name] Scoping Report

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GAPS IDENTIFIED

[Customer name] Scoping Report

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Sign off and Acceptance

Report Acceptance Record
Date:
Project: [Customer name] Requirements Analysis
Recommendations reviewed by (Customer Name):

Acceptance review team (Name, Title/Organization):

1.

Acceptance Notes

The person signing the acceptance warrants that he/she is authorized to do on behalf of the above
mentioned company.
I ___________________________________________have read, understand and accept the above terms
and conditions detailed recommendation outline.
On behalf of __________________________________________________ (Company Name)

____________________________________
Authorized Person (Signature)
[Customer name] Company

_______________________
Date

____________________________________
Authorized Person (Signature)
[WITNESS]

_______________________
Date

____________________________________
Authorized Person (Signature)
Sage Pastel

_______________________
Date

[Customer name] Scoping Report

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