Business demand survey experience sharing

Business demand survey experience sharing

1. convene special interview kickoff meeting and interview communication meeting for specific work content. The project owner of the customer will introduce the situation and arrange work tasks to the relevant departments or interviewees, and pay attention to the persons who need to participate in specific interviews at the meeting, collect the basic information of the interviewee (including name, department, contact number, and email ).

2. Before the formal interview, provide the interview outline or demand survey form to the interviewees, and inform the customer of the need to prepare according to the outline. Even if the customer does not enter the survey form, the interview outline allows the interviewee to think ahead, sort out the response ideas, collect relevant information, or prepare and reserve more appropriate interviews.

3. Before the formal interview, we will first introduce the interview agenda to the interviewees. This section describes the overall interview process, the main content of each link, and the approximate time. The interviewee must first establish a global overall impression, so that both parties can grasp the interview time and pace together.

4. Before starting an interview with the specific work content, we will give a brief overview of the background of the project and other relevant information, and quickly draw up the baseline of the ideas of the interviewees. Note: The focus of different types of objects should be different. Management focuses on the global, Macro, and overall objectives and architecture; Business Objects focus on business-related background and industry development; the technical target focuses on the current situation of the customer system, the expectations of the project, and related applications and development trends in the industry.

5. The interview content should be standardized in terms of the Agenda and other big frameworks, while the content of specific conversations and other details should be as divergent as possible. The conversation process is dominated by divergence, supplemented by guidance. If the interviewee is familiar with the interview content and is prepared for proactive, systematic, and clear communication, he or she should give priority to the speaker. This is because important valuable information may be found from casual details of the interviewees (if guided communication is used, it is easy to restrict the ideas of the interviewees, resulting in a one-Answer situation ); when talking about unexpected important information, the customer should seize the opportunity to actively explore and fully collect the requirements that were not taken into account in the preliminary preparation stage. If the content of the interviewee is insufficient and he does not know where to start, he or she needs systematic guidance. At this time, he or she can answer questions more than just say nothing.

6. the quick, accurate, and original transcript of the interview process is very important. The good memory is not as bad as the head of the pen. The customer's interview should be recorded as full as possible, and the original record must be kept without increasing the understanding of any individual. The understanding and arrangement of requirements should be a comprehensive analysis and comprehensive understanding of the overall needs after the interview. The final part of demand analysis generally confirms the analysis results, and the only evidence is from the interview records. At this time, the original records of the customer interviews are very, very, and very important. In the absence of original interview records as materials, the subsequent demand analysis results may deviate from the customer's actual needs, which will adversely affect the overall work of the project.

7. When multiple people participate in an interview with a person who is interviewed, it is recommended to have a clear division of labor and perform their respective duties. It can be supplemented by one person, or each person has another division of labor, for example, someone is responsible for the business needs, someone is responsible for the technical part, and someone is responsible for the management part.

8. Note that the record should be clearly recorded, and the recorder should keep a tacit understanding with the questioner. If multiple people participate in the interview at the same time, try to record the records at the same time. In addition, the submitter should not make detailed records when asking questions. At this moment, the submitter is upgraded to the primary recorder, so that the submitter has enough time to train his mind, consider the problem, understand the customer's description, and promptly discover doubts and clarify them in person.

9. questions and concerns about the interview content should be clarified in person as much as possible to reduce post-addition and prevent secondary interviews. A successful interview can effectively reduce the cost of thinking switching, ensure the rigor and integrity of the communication in a specific scenario, and thus ensure the quality of the interview. If the interviewer is worried about failing to accurately understand the intention of the interviewee, try to communicate and clarify in person; after the fact, it is generally a demand confirmation and confirmation work, and when the demand is supplemented or re-investigated, the Thinking of the interviewee is often not as perfect and rigorous as that of formal interviews, which may mislead and prejudice the project.

10. After the professional content of the interviewee is communicated, the customer is guided to communicate with each other. For example, when interviewing the management, you can discuss the requirements and suggestions of the management for the business department and technical department based on the needs and objectives of the project. When interviewing the business department, the respondent can be guided to put forward requirements and suggestions for the management department and technical department according to the project requirements. When interviewing the technical department, they can communicate with the interviewee from the technical implementation and project construction and management perspectives, it is recommended that the Management Department standardize management and business process formulation, which is conducive to system construction and maintenance and project implementation.

[However, In the demand interview stage, the basic principle of requirement information collection is to be as full and complete as possible. If the demand collection is insufficient, the possibility that the developed software products cannot meet the user's needs is greater. However, whether the demand exceeds the scope of System Construction and functional requirements of the current business contract is another issue. In the demand interview, it is inevitable that the respondent's requirements are out of scope. In this regard, we will discuss it in the subsequent articles]

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