Source: https://tendernation.io/opportunities/01a13c97-4e82-734d-85fe-aad48672cc34/requirements-gathering-crm

awarded GB open procedure Suitable for SMEs

# Requirements Gathering (CRM)

[The Growth Company](https://tendernation.io/buyers/the-growth-company)

Estimated value

£35,000 to £50,000

Published

2 Mar 2023

Deadline

Closed

28 Oct 2022

## Who can bid

- Buyer says suitable for SMEs

    The buyer ticked “suitable for SMEs” on the notice. Anyone can still bid.
- Buyer says suitable for VCSEs

    The buyer ticked “suitable for voluntary, community and social enterprises” on the notice.
- Small contract value

    Valued under £135,018 including VAT, the lowest Procurement Act threshold for goods and services.
- Open procedure

    Anyone can submit a full tender; there is no shortlisting stage.

[More contracts for small businesses and VCSEs](https://tendernation.io/opportunities/for-small-businesses)

## About this tender

GC Business Growth Hub objective is to introduce a new CRM product that optimises outcomes for GC Business Growth Hub (data, service delivery, social and economic impact etc.)

Robust gathering of requirements from all stakeholders is critical to the success of this project, to ensure that

- we procure the best software solution to meet our needs
- once delivered, colleagues and clients receive a slick and efficient system that allows their needs to be met with minimal effort
- funder requirements are met without unnecessary complexity of process

We have chosen to outsource this activity to specialists rather than undertake the activity in-house.

There are also several central stakeholders whose requirements need to be considered (marketing, contracts officers, compliance, BI, enquiries teams etc.). In addition, there are a range of different funded programmes whose current additional requirements need to be understood and assessed for whether they are expected to be necessary in the future.

The engagement is to gather requirements from all relevant business areas, in 2 stages.

- Initial mid-level requirements gathering (needed now to support with procurement of the most appropriate software solution; Dynamics is expected to be the preferred option)
- Further fine detail requirements gathering and written specification (blue print) (needed to support the configuration and set up of the product once procured)

Requirements need to be captured in such a way to detail the outcome to be achieved, not the method by which it is to be done. The expectation is not to simply recreate what we have in our existing CRM but to focus on essential end results.

Rigor and check and challenge is to be applied to gain certainty that there is a definite need for complex requirements. Where these have been validated, robust rationales are to be documented.

The successful supplier will run the relevant workshops with stakeholders to gather and refine requirements into a complete and clear set of user stories that can be used to build (configure) the end product.

Product recommendations and configuration activity once procured are out of scope.

Stakeholders will have been identified and grouped ready for initial workshops to take place.

The following activity is required / expected:

- Mid -level requirements gathering (expected timeframe: 4 weeks)
- Fine detail requirements gathering (expected timeframe: 12 weeks)

Read full description

## CPV classification

Business analysis consultancy services

Source

Contracts Finder (UK)

[View official notice](https://www.contractsfinder.service.gov.uk/notice/f05acf89-1017-4f59-be5b-e5b2a947e9a1)

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