Business Requirements Document

BRD

Project: <Insert Name Here>

Business Area: <Finance, Manuf, Etc...>

Project Manager: <Insert Name Here>

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- For Internal Use Only
Business Lead: <Insert Name(s) Here>

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DOCUMENT CONTROL

Change Record
Date Author Version Change Reference

Reviewers
Date Name Organization Role

Approval
Date Name Organization Role

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- For Internal Use Only

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Table of Contents
DOCUMENT CONTROL......................................................................................................................................... 2
EXECUTIVE SUMMARY........................................................................................................................................ 5
Business Process Overview....................................................................................................................................5
Summary of Changes.............................................................................................................................................5
PROCESS FLOWS................................................................................................................................................. 6
Current Process......................................................................................................................................................6
Note: This is a mandatory section; however, the project management team will ultimately determine if
this section should be completed for a specific release.........................................................................................6
Proposed Process...................................................................................................................................................6
Proposed Process Steps..........................................................................................................................................6
INITIATIVE.......................................................................................................................................................... 6
Business Strategy...................................................................................................................................................6
Opportunity............................................................................................................................................................7
BUSINESS REQUIREMENTS.................................................................................................................................. 7
ASSUMPTIONS AND SUPPORTING DATA............................................................................................................. 7
SUPPORTING DATA AND RESEARCH.................................................................................................................... 7
POST GO-LIVE BUSINESS SUPPORT AND MAINTENANCE......................................................................................7
ISSUES................................................................................................................................................................ 8
Open Issues............................................................................................................................................................8
Closed Issues..........................................................................................................................................................8
RISKS.................................................................................................................................................................. 9
Open Risks..............................................................................................................................................................9
Closed Risks............................................................................................................................................................9
DATA MIGRATION AND CONVERSATION REQUIREMENTS..................................................................................10
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DATA MIGRATION ASSUMPTIONS / EXPECTATIONS........................................................................................... 10
- For Internal Use Only
DATA TYPES...................................................................................................................................................... 10
PERFORMANCE REQUIREMENTS....................................................................................................................... 11
SARBANES-OXLEY IMPACT................................................................................................................................ 11
POLICY IMPACT................................................................................................................................................. 11
TEST REQUIREMENTS........................................................................................................................................ 11
APPENDIX A – TERMS AND DEFINITIONS........................................................................................................... 12

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APPENDIX B – PROCESS CHANGES BY COUNTRY/LOCATION...............................................................................12

EXECUTIVE SUMMARY
Provide a general overview and if applicable, include a description of the business
requirements.

Business Process Overview

Provide an overview of the business process.

Summary of Changes
Provide a high-level summary of the changes to the requirements in this version of the BRD.
For example, the addition of new countries, the addition of new user requirements, etc. In
other words, describe the reasons behind the writing of this version of the BRD. Include a list
of all the high-level business requirements that will be addressed by this BRD.

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- For Internal Use Only

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PROCESS FLOWS

Current Process
Provide the current “as is” process flow in a swim lane flowchart format. Copy and paste from
the previous BRD or process document, if applicable.

Note: This is a mandatory section; however, the project management team will
ultimately determine if this section should be completed for a specific release

Proposed Process
Display the proposed “to be” process flow in a swim lane flowchart format in this section,
including process Step IDs based on business requirements. An example is shown below.

Proposed Process Steps

Insert sub section content here…

Step ID Description of Output

Step

INITIATIVE
In the subsections below, concisely document the initiative to show its basis in Business
and IT strategy, and its timeliness.
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Business Strategy - For Internal Use Only
How does this initiative align with business strategy? What business process does it
support? Who is the owner of this business process? Where is the business strategy
documented? Is there a documented business architecture? Business roadmap?
Business process model? Who is eliciting and documenting the business requirements?
Are there multiple business stakeholders? Is this initiative client-funded? Who is the
primary business sponsor/champion for this initiative?

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Opportunity
We move from strategy to initiative when we understand the business requirements and
have (or expect to have) effective capabilities to meet them. How do we know that this is
the right time? What would happen if we didn’t do this now? Do we have (or when will we
have) a roadmap showing needed capabilities and emerging solution opportunities on a
timeline?

BUSINESS REQUIREMENTS
PSD Business Requirements Priority Release Impacted Notes
Rule and Description Teams
#

ASSUMPTIONS AND SUPPORTING DATA

Provide a list of the assumptions, constraints, and dependencies, along with any data or
research finding that supports the business requirements.
Consider the following when completing this section:
 What are the key constraints—business, business process, and system?
 Include other constraints, such as resources, time, etc.
 What are the external constraints? For example, partner capabilities.

SUPPORTING DATA AND RESEARCH

This section is optional.
Include data and research findings, if any, to support the key assumptions, constraints, HDS
and Confidential
dependencies listed previously. - For Internal Use Only

POST GO-LIVE BUSINESS SUPPORT AND MAINTENANCE

Provide a description of the ongoing maintenance or support resources, such as personnel,
procedures, policies, forms, reports, etc., which might be needed to support the proposed
process detailed in this BRD.

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ISSUES

Open Issues
Record open issues related to this BRD for this specific release.
Note: As issues are closed, they should be moved out of this section into the “Closed Issues”
section.

Issue # Description Date Opened Business Impact

Closed Issues
Record closed issues related to this BRD for this specific release.
Issue # Description Date Closed Resolution

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RISKS
List all risks associated with the proposed process, both within and outside your control.
Refer to the following link for additional training resources that provide a better understanding
of the risk definition process:

Open Risks
Record open risks associated with the business requirements for this specific release.
Note: As risks are closed, they should be moved out of this section into the “Closed Risks”
section.
Issue # Risk Status Response or Mitigation Owner

Closed Risks
Record closed risks related to this BRD for this specific release.
Issue # Risk Closing Resolution Owner
Date

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DATA MIGRATION AND CONVERSATION REQUIREMENTS
Provide any known data migration and conversion requirements.

DATA MIGRATION ASSUMPTIONS / EXPECTATIONS

Provide any data migration assumptions or expectations for the business requirements.

DATA TYPES
List any data types related to the data migration and conversation.
This section is optional; however, the project management team will determine whether this
section should be completed for a specific release.
Field Name Data Type

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PERFORMANCE REQUIREMENTS
List the performance requirements for key transactions, transaction volumes, etc.
This section is marked as optional; however, the project management team will determine
whether this section should be completed for a specific release.

SARBANES-OXLEY IMPACT
Describe the impact of the new business requirements on the existing SOX compliance
areas.
Consider the following when completing this section:
 Include the impact, if any, on business processes and any potential IT impacts such as
Segregation of Duties (SOD), permissions, etc.
 Insert links to existing SOX documents that might be applicable.
ote. This section must be reviewed with the SOX Team as part of the BRD completion
process.

POLICY IMPACT
Describe the impact of the new business requirements on the existing Policy areas.
Consider the following when completing this section:
 Include the impact, if any, on core and cross-functional policy impacts
 Insert links to existing Policy documents that might be applicable.

TEST REQUIREMENTS
Describe any special testing requirements that may be needed to validate the design and
implementation of the business requirements.
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This section is marked as optional; however, the project management team will determine
- For Internal Use Only
whether this section should be completed for a specific release.
ote. This section is not intended to be an all-inclusive list of the testing needs. It is only
intended to include testing considerations that were discovered in the process of
creating this BRD that might not be self-evident or that might help the testing teams
ensure that their test plan is comprehensive.

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APPENDIX A – TERMS AND DEFINITIONS

This section is optional.

Capture any unique terms used in this BRD, which might need to be defined to reviewers
and approvers.
Term Definition

APPENDIX B – PROCESS CHANGES BY COUNTRY/LOCATION

This section is optional.

Capture any process changes based on the requirements identified in this document. This
can include setups and ongoing maintenance changes. A sample table is provided below.
Country/Location Process Change Summary Impact

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Last Updated: 8-Dec-21