Free BRD Sample Template
BRD Sample
I. Introduction
The Business Requirements Document (BRD) serves as a crucial foundation for aligning stakeholders and guiding a project from initiation to completion. It defines clear, actionable goals, expectations, and deliverables while minimizing risks and misunderstandings. The following BRD sample will outline the requirements for a project focused on developing a customer relationship management (CRM) system, intended to enhance the company's client interaction capabilities.
Prepared by: [YOUR NAME]
Contact: [YOUR EMAIL]
Company: [YOUR COMPANY NAME]
Address: [YOUR COMPANY ADDRESS]
II. Project Overview
The objective of this project is to develop a CRM system designed to improve customer engagement, automate tasks, and provide actionable insights for business decision-making. This system will integrate with existing platforms and provide a scalable solution to meet the needs of the growing client base.
Project Start Date: January 15, 2050
Project End Date: December 20, 2050
III. Project Objectives
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Enhance Customer Engagement: Provide a 360-degree view of customers to enable personalized communication.
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Automate Key Processes: Streamline lead generation, customer support, and marketing campaigns.
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Improve Data Insights: Use data analytics to generate actionable reports for better decision-making.
IV. Scope of the Project
In-Scope:
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CRM Development: Custom-built CRM system tailored to the business needs.
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Integration: Seamless integration with existing systems (ERP, email marketing platforms).
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Training: Comprehensive training for internal teams.
Out-of-Scope:
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Development of a mobile application (to be considered in a future phase).
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Third-party integrations with non-essential systems.
V. Requirements
Functional Requirements:
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User Management: Ability to create, modify, and delete user accounts with different access levels.
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Reporting: Generate daily, weekly, and monthly reports on customer interactions and sales performance.
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Task Automation: Automated follow-up reminders for sales and support teams.
Non-Functional Requirements:
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Performance: The system should handle up to 10,000 concurrent users.
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Security: All customer data should be encrypted using AES-256 encryption.
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Availability: The system should have 99.9% uptime.
VI. Stakeholders
|
Stakeholder |
Role |
Responsibility |
Contact |
|---|---|---|---|
|
Jolie Cassin |
Project Manager |
Overall project oversight, scheduling, resource allocation |
jolie@you.mail |
|
Trace Durgan |
Business Analyst |
Requirement gathering, stakeholder communication |
trace@you.mail |
|
Rocky Orn |
Lead Developer |
Development of CRM system |
rocky@you.mail |
VII. Timeline
The following table outlines the key milestones and deadlines for this project:
|
Milestone |
Description |
Date |
Responsible |
|---|---|---|---|
|
Project Kickoff |
Initial project meeting |
January 15, 2050 |
Jolie Cassin |
|
Requirement Sign-Off |
Approval of final business requirements |
February 5, 2050 |
Trace Durgan |
|
System Development Complete |
CRM system development finished |
October 30, 2050 |
Rocky Orn |
|
User Acceptance Testing |
Testing phase with end users |
November 15, 2050 |
Maria Turner |
|
Final Delivery |
Project handover |
December 20, 2050 |
Jewell Ward |
VIII. Conclusion
This BRD outlines the critical requirements and goals for the development of a custom CRM system. By adhering to this document, all stakeholders will ensure that the project is delivered on time, within scope, and aligned with the business objectives. Upon completion, the CRM system will streamline client interactions and drive better business outcomes for [YOUR COMPANY NAME].
