Essential Discovery Documents * Gartner reported that approximately 60% of projects fail due to issues related to scope creep, lack of clear requirements, scoping and inadequate planning. Detailed business, customer and technical documentation was seen to significantly increased success rate. Functional Design User Stories Technical Design High Level Design The High-Level Design (HLD) gives The Functional Design Document is The Technical Design Document is User stories outline the functional the senior stakeholders and intended to provide sponsors, intended to provide sponsors, requirements with enough detail to stakeholders, funders, and the management a high level view of customer IT, business users, and the estimate their size, without fully project team a high level description project team a high level description how the system will look and operate defining them. of the functional business needs that of the planned technical at the end of the project. It covers: This helps quantify the amount of the solution will address. components and architecture of the work required and sizes the expected ● Architecture solution. This document must be sufficient for solution. This baseline is essential for ● Hardware stakeholders to understand and This document must be sufficient for release planning and tracking ● Networking agree to the business needs the stakeholders to understand and progress against the expected scope. ● Software modules and project will deliver. agree that it is reasonable and will fit components within the context of the customer's environment. ● User transaction flow. Technical Design Template High Level Design (HLD) Functional Design Template User Story Template Essential Mapping Documents Mapping documents such as: a project roadmap, capability map, customer journey, and architecture diagram provides a structured and detailed approach to project planning and execution, ensuring alignment with strategic goals, addressing customer needs, and managing technical complexity. Thus Facilitating informed decision-making by providing detailed insights into different facets of the project AND Ensures all stakeholders have a common understanding and are aligned with the project’s goals and plans. Customer Journey Map Project Roadmap Capability Map Architecture Diagram * Gartner Report

A Partner Readiness Guide to Deliver Like Salesforce - Page 16 A Partner Readiness Guide to Deliver Like Salesforce Page 15 Page 17