A focused practice for CRM and ERP discovery — automated stakeholder interviews, structured gap analysis against a 200+ capability library per platform, and a complete suite of business analyst documentation. Built for UK SMEs. UK & EU data residency.
No other UK platform combines asynchronous AI interview bots, live API-driven gap analysis against the incumbent system, and a complete auto-generated BA documentation suite — in one engagement.
Upload your stakeholder list (Finance Director, Sales Manager, Operations Lead, IT Manager). RequireFlow AI dispatches a personalised interview bot to each via email or Slack. Role-aware questioning — 'What CRM features do you need for lead management?' — with adaptive follow-ups: 'You mentioned lead scoring — what criteria should trigger a hot lead?' Stakeholders respond asynchronously, eliminating ten-plus workshop sessions. NLP extracts functional requirements, clusters by module (Sales, Marketing, Customer Service, Reporting) and traces every line back to its source response.
Connect your incumbent platform — Salesforce, HubSpot, Microsoft Dynamics, SAP, Oracle NetSuite — and RequireFlow AI inspects what is actually configured today. Findings such as 'Current CRM has basic lead tracking but no AI-powered lead scoring' are reconciled against stakeholder requirements to auto-generate a costed gap report: 'Gap 1: No AI lead scoring (required by Sales Director). Recommendation: Salesforce Einstein. £12,000/year. 4 weeks.' Effort, cost and timeline bands are computed for every gap.
Requirements plus gap analysis flow directly into a complete implementation pack: Functional Design Document with user stories and acceptance criteria; Use Cases with actors, pre/post-conditions and workflows; Test Plans with cases mapped to requirements for full traceability; RACI Matrix; phased Implementation Roadmap. Exportable as Microsoft Word, PDF and Confluence-compatible Markdown — ready for sign-off, no business analyst write-up required.
A repeatable, auditable sequence. Each step concludes with a tangible artefact — never a meeting summary.
Provide the names and roles of those whose input matters — Finance Director, Sales Manager, Operations Lead, IT Manager. Connect the incumbent CRM or ERP via API at the same time.
Each stakeholder receives a personalised bot via email or Slack. Role-specific questions, adaptive follow-ups, no scheduling — replacing ten-plus workshop sessions with parallel async conversations.
Functional requirements are drawn from every response, clustered by module (Sales, Marketing, Customer Service, Reporting), with full traceability back to the originating stakeholder line.
RequireFlow AI inspects the connected CRM/ERP, contrasts current capabilities with stakeholder requirements, and auto-generates a costed remediation report — recommendation, vendor module, price and timeline per gap.
Functional Design Document, Use Cases, Test Plan, RACI matrix and Implementation Roadmap — generated automatically and exported as Word, PDF or Confluence-ready Markdown.
All client data hosted within UK and EU jurisdictions. Hosted in eu-west-2 with no cross-border transfer.
Row-level security on every table. Cross-tenant access tests run automatically on every deployment.
Architected against the CE+ control set. Independent penetration testing prior to every paying engagement.
Establish your workspace in under a minute. Your first engagement is complimentary.