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The development of the software will be guided by the Scrum framework and Agile methodology.

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The project will kick off with an initial planning phase, termed "Sprint 0." During this phase, the team will collaborate closely to establish a release schedule. This schedule will outline the timeline for rolling out specific functionalities. The planning will take into account both business priorities and the structural dependencies critical for efficient code development. More details in section Schedule

Once the release schedule is established, the process of requirements validation and elaboration will commence, guided by Contractor’s business analyst function and Customer’s service manager or analogous professional.

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The requirements validation and elaboration process will be visualized through a series of meetings known as Joint Application Design (JAD) sessions. These sessions are critical for ensuring that all project requirements are thoroughly understood and agreed upon by all stakeholders.

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Discovery JAD Session

In the initial JAD sessions, known as discovery sessions, the technology implementation lead will collaborate with Client’s business users and stakeholders to examine existing workflows. The goal is to map these workflows to system requirements, identifying any gaps and potential areas for automation.

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Info

Business Requirement Example: The system shall enable user management of client data.

  • Epic: As a user with the necessary permissions, I need a user interface to manage client data efficiently.

    • User Story 1: As a privileged user, I need to create client records to initiate the application process for new clients.

    • User Story 2: As a privileged user, I need to edit client records to update or correct client information.

    • User Story 3: As a privileged user, I need to delete irrelevant or erroneous client records not linked to active transactions.

See updated requirements list here

Additional user stories might include functionalities like deactivating and merging client records.

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For reviewing and approving user stories, identified stakeholders will be given access to Jira. Jira is utilized not only for managing user story reviews and approvals but also for various other project activities. An example of how this process is visualized can be seen in a sample User Story Review Board in Jira, see example

Technical JAD Sessions

As the project progresses, the focus shifts to Technical JAD sessions. These sessions are critical for defining detailed field specifications and setting clear acceptance criteria for each functionality. The acceptance criteria are structured using a "Given-When-Then" format:

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