Brd Creation

BRD vs. FRS:

• BRD: WHAT the business needs and WHY (business perspective)
• FRS: HOW the system will meet those needs (technical perspective)

BRD Structure

1. Executive Summary

Purpose: Provide a concise overview for busy executives

Contents:

• Project name and brief description
• Business problem or opportunity (2-3 sentences)
• Proposed solution overview (2-3 sentences)
• Expected business benefits
• High-level timeline and budget
• Key success metrics

Length: 1 page maximum

Writing Tips:

• Write this section LAST (after completing the rest of the BRD)
• Use business language, not technical jargon
• Focus on business value and ROI
• Make it compelling - this may be all executives read

Example:

Project: Mobile App Development for Customer Self-Service

Business Problem: Customers currently must call our support center for account inquiries, order tracking, and returns, resulting in 15,000+ monthly support calls and $450K annual support costs. Customer satisfaction scores for support are 3.2/5.

Proposed Solution: Develop a mobile application (iOS and Android) enabling customers to self-serve for common inquiries, track orders in real-time, and initiate returns without agent assistance.

Expected Benefits: Reduce support call volume by 60% (9,000 calls/month), save $270K annually in support costs, improve customer satisfaction to 4.5/5, and increase customer retention by 15%.

Investment: $180K development cost, 4-month timeline

ROI: Payback in 8 months, $540K savings over 2 years

2. Business Objectives

Purpose: Define what the business wants to achieve

Contents:

• Primary business objective
• Secondary objectives
• Alignment with company strategy
• Success criteria (measurable)

Format: Use SMART criteria (Specific, Measurable, Achievable, Relevant, Time-bound)

Example:

Primary Objective: Reduce customer support costs by 60% within 6 months of mobile app launch

Secondary Objectives:

1. Improve customer satisfaction score from 3.2 to 4.5 within 3 months of launch
2. Increase customer retention rate by 15% within 12 months
3. Enable 24/7 customer self-service capabilities

Strategic Alignment: Supports company's digital transformation initiative and customer-first strategy

Success Criteria:

• 70% of customers download and activate the app within 6 months
• 60% reduction in support call volume
• 4.5+ app store rating
• 80% of users complete tasks without contacting support

3. Background & Context

Purpose: Provide context for why this project is needed

Contents:

• Current situation description
• History and evolution of the problem
• Previous attempts to solve (if any)
• Market or competitive drivers
• Regulatory or compliance drivers (if applicable)

Example:

Our customer support center currently handles 15,000 calls per month, with 70% being routine inquiries (order status, account balance, return requests) that don't require human expertise. Industry benchmarks show that companies with self-service mobile apps reduce support costs by 50-70% while improving customer satisfaction.

Our main competitors (CompanyX and CompanyY) launched mobile apps in 2024 and have seen significant improvements in customer satisfaction and retention. Customer surveys indicate that 65% of our customers prefer mobile self-service over calling support.

Previous attempts to address this through a web portal in 2023 achieved only 15% adoption due to poor mobile experience and lack of push notifications for order updates.

4. Stakeholder Analysis

Purpose: Identify who is impacted and their needs

Format: Table with stakeholder roles, interests, and requirements

5. Scope Definition

5.1 In-Scope

Purpose: Clearly define what WILL be included

Format: Categorized list of features/capabilities

Example for E-commerce Mobile App:

Account Management:

• User registration and login
• Profile management
• Password reset
• Biometric authentication (Face ID, Touch ID)

Order Management:

• Order history viewing
• Real-time order tracking
• Order details and invoice download
• Reorder functionality

Product Browsing:

• Product catalog browsing
• Product search and filtering
• Product details and images
• Wishlist management

Customer Support:

• FAQ and help center
• Live chat integration
• Support ticket submission
• Call-back request

Notifications:

• Order status push notifications
• Promotional notifications
• Delivery updates

5.2 Out-of-Scope

Purpose: Explicitly state what will NOT be included (manage expectations)

Example:

• In-app purchasing (Phase 2)
• Augmented reality product preview (Phase 2)
• Social media integration (Future consideration)
• Loyalty program management (Separate project)
• International shipping (Q3 2026 expansion)

6. Business Requirements

Format: Organized by category with clear, business-focused language

6.1 Functional Requirements (High-Level)

BR-001: User Authentication

• Requirement: System shall provide secure user authentication
• Business Value: Protect customer data and ensure privacy
• Priority: Must Have
• Success Criteria: 99.9% successful authentication rate, < 3 seconds login time

BR-002: Order Tracking

• Requirement: System shall provide real-time order status and tracking
• Business Value: Reduce "where is my order" support calls (currently 35% of call volume)
• Priority: Must Have
• Success Criteria: Real-time updates within 5 minutes of status change

BR-003: Push Notifications

• Requirement: System shall send push notifications for order updates
• Business Value: Proactive communication reduces customer anxiety and support calls
• Priority: Must Have
• Success Criteria: 90% notification delivery rate, opt-in rate > 60%

6.2 Non-Functional Requirements (High-Level)

BR-NFR-001: Performance

• App shall load within 3 seconds on 4G connection
• API response time < 2 seconds for 95% of requests
• Support 50,000 concurrent users

BR-NFR-002: Availability

• 99.9% uptime during business hours (6 AM - 11 PM)
• Planned maintenance windows outside business hours

BR-NFR-003: Security

• Comply with PCI DSS for payment data
• Encrypt all data in transit (TLS 1.3)
• Support biometric authentication
• Session timeout after 15 minutes of inactivity

BR-NFR-004: Usability

• Support iOS 15+ and Android 12+
• Comply with WCAG 2.1 Level AA accessibility standards
• Support English and Spanish languages
• Intuitive UI requiring no training

BR-NFR-005: Compliance

• GDPR compliance for EU customers
• CCPA compliance for California customers
• SOC 2 Type II compliance

7. Assumptions

Purpose: Document what we're assuming to be true

Example:

1. Customers have smartphones with iOS 15+ or Android 12+
2. Existing backend APIs can support mobile app requirements with minor enhancements
3. Customer support team will be trained on new escalation process
4. Marketing will drive app adoption through email and social campaigns
5. IT infrastructure can handle projected user load
6. Third-party services (push notifications, analytics) will remain available

8. Constraints

Purpose: Document limitations and restrictions

Categories:

• Technical: Must use existing AWS infrastructure, must integrate with legacy order management system
• Budget: $180K total budget (development, testing, deployment)
• Timeline: Must launch by Q2 2026 for seasonal campaign
• Resource: 2 mobile developers, 1 QA, 1 BA available
• Regulatory: Must comply with app store guidelines (Apple, Google)
• Business: Cannot disrupt current web experience during development

9. Dependencies

Purpose: Identify what this project depends on

Example:

10. Risks & Mitigation

11. Success Metrics & KPIs

Adoption Metrics:

• App downloads: 70% of active customers within 6 months
• Monthly active users (MAU): 60% of downloads
• Daily active users (DAU): 25% of MAU

Business Impact Metrics:

• Support call reduction: 60% decrease within 3 months
• Cost savings: $270K annually
• Customer satisfaction: Increase from 3.2 to 4.5
• Customer retention: 15% improvement

Technical Metrics:

• App store rating: 4.5+ stars
• Crash rate: < 1%
• App load time: < 3 seconds
• API response time: < 2 seconds (95th percentile)

Engagement Metrics:

• Average session duration: > 3 minutes
• Feature usage: 80% use order tracking, 60% use account management
• Push notification opt-in: > 60%

12. Timeline & Milestones

13. Budget Estimate

14. Approval & Sign-off

Domain-Specific BRD Considerations

E-commerce BRDs

Focus Areas:

• Customer journey and conversion optimization
• Payment and security requirements
• Inventory and order management integration
• Multi-channel consistency
• Seasonal traffic and scalability

Key Metrics: Conversion rate, cart abandonment, average order value, customer lifetime value

ERP BRDs

Focus Areas:

• Business process transformation
• Change management and training
• Data migration and cleansing
• Integration with existing systems
• Compliance and audit requirements

Key Metrics: Process efficiency, cost reduction, data accuracy, user adoption

CRM BRDs

Focus Areas:

• Sales process optimization
• Lead management and conversion
• Customer 360-degree view
• Marketing and sales alignment
• Reporting and analytics

Key Metrics: Lead conversion rate, sales cycle time, customer satisfaction, pipeline value

CDP BRDs

Focus Areas:

• Data unification strategy
• Privacy and consent management
• Segmentation and personalization
• Marketing activation channels
• Data governance

Key Metrics: Data completeness, segment accuracy, campaign performance, ROI

Mobile/Web BRDs

Focus Areas:

• User experience and engagement
• Performance and responsiveness
• Cross-platform consistency
• Offline capabilities
• App store optimization

Key Metrics: User engagement, session duration, retention rate, app store rating

BRD Best Practices

Writing Style

✅ Do:

• Use clear, concise business language
• Write for your audience (executives, not developers)
• Focus on business value and outcomes
• Use active voice
• Be specific and measurable
• Include visual aids (diagrams, charts)

❌ Don't:

• Use technical jargon or acronyms without explanation
• Include implementation details (save for FRS)
• Make vague statements ("improve efficiency")
• Assume prior knowledge
• Write overly long sentences

Structure & Format

• Use consistent formatting and numbering
• Include table of contents for documents > 10 pages
• Use tables for structured information
• Include page numbers and version control
• Use headers and white space for readability

Collaboration

• Involve stakeholders early and often
• Review drafts with business owners
• Get technical feasibility validation
• Iterate based on feedback
• Maintain version history

Quality Checks

• Executive summary is compelling and concise
• Business objectives are SMART
• Scope is clearly defined (in and out)
• Requirements are business-focused, not technical
• Success metrics are measurable
• Assumptions and constraints are documented
• Dependencies and risks are identified
• Budget and timeline are realistic
• Document is well-formatted and professional
• All stakeholders have reviewed and approved

Tools for BRD Creation

Lark

• Use Lark Docs for collaborative BRD writing
• Use comments for stakeholder feedback
• Use version history to track changes
• Share with stakeholders for review and approval

Notion

• Create BRD template in Notion
• Use database properties for metadata (version, status, owner)
• Link to related requirements and user stories
• Embed diagrams and mockups

Figma

• Create process flow diagrams
• Design user journey maps
• Build wireframes to illustrate concepts
• Embed Figma links in BRD

Next Steps After BRD Approval

1. Create detailed Functional Requirements Specification (FRS) - see frs-creation skill
2. Develop use cases - see use-case-documentation skill
3. Create user stories for Agile development - see user-story-writing skill
4. Design process maps - see process-mapping skill
5. Plan UAT - see uat-planning skill

References

• BABOK® Guide - Business requirements documentation standards
• IIBA Standards - Professional BA documentation practices
• PMI PMBOK® Guide - Project charter and business case development
• IEEE 29148 - Requirements engineering and documentation standards