Executive Summary
Brief overview of the project, the client, the business problem being solved, and the proposed system.
4.8
on G2
Free Consulting Template
Requirements for [client] [project]
Use this template to requirements for [client] [project].
| Field | Details |
|---|---|
| Category | Consulting |
| Owner | [Team or owner] |
| Version | [Version number] |
| Effective Date | [Date] |
| Review Cycle | [Monthly / Quarterly / Annual / Event-based] |
| Status | [Draft / In Review / Approved] |
Brief overview of the project, the client, the business problem being solved, and the proposed system.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
List high-level business requirements with IDs (BR-001, BR-002, etc.), descriptions, and business justification for each.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Present a detailed table of functional requirements with columns: ID, Requirement, Module/Area, Priority (Must/Should/Could/Won't — MoSCoW), Status, and Acceptance Criteria.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Document all external system interfaces including source/target system, data exchanged, direction, protocol, and frequency.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Define data entities, volume estimates, data quality rules, and migration requirements from legacy systems.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Cover performance, availability, scalability, security, and compliance requirements with measurable targets.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
List all assumptions made and known constraints (budget, timeline, technology, regulatory). Use Markdown tables for structured requirements. Include requirement IDs for traceability.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Document review conclusions, approvals, unresolved items, and next review date.
| Role | Name | Date | Notes |
|---|---|---|---|
| Preparer | [Name] | [Date] | [Notes] |
| Reviewer | [Name] | [Date] | [Notes] |
| Approver | [Name] | [Date] | [Notes] |
Template Structure
Use this consulting template as a starting point, then customize each section to match your internal workflow, evidence, and signoff needs.
Brief overview of the project, the client, the business problem being solved, and the proposed system.
List high-level business requirements with IDs (BR-001, BR-002, etc.), descriptions, and business justification for each.
Present a detailed table of functional requirements with columns: ID, Requirement, Module/Area, Priority (Must/Should/Could/Won't — MoSCoW), Status, and Acceptance Criteria.
Document all external system interfaces including source/target system, data exchanged, direction, protocol, and frequency.
Define data entities, volume estimates, data quality rules, and migration requirements from legacy systems.
Cover performance, availability, scalability, security, and compliance requirements with measurable targets.
List all assumptions made and known constraints (budget, timeline, technology, regulatory). Use Markdown tables for structured requirements. Include requirement IDs for traceability.
Write a System Requirements Specification document for an IT consulting engagement. Structure with these sections:
Brief overview of the project, the client, the business problem being solved, and the proposed system.
List high-level business requirements with IDs (BR-001, BR-002, etc.), descriptions, and business justification for each.
Present a detailed table of functional requirements with columns: ID, Requirement, Module/Area, Priority (Must/Should/Could/Won't — MoSCoW), Status, and Acceptance Criteria.
Document all external system interfaces including source/target system, data exchanged, direction, protocol, and frequency.
Define data entities, volume estimates, data quality rules, and migration requirements from legacy systems.
Cover performance, availability, scalability, security, and compliance requirements with measurable targets.
List all assumptions made and known constraints (budget, timeline, technology, regulatory).
Use Markdown tables for structured requirements. Include requirement IDs for traceability.
Atlas Insurance is replacing its legacy policyholder management system with a modern CRM platform to unify sales, service, and claims workflows. This specification defines the functional and non-functional requirements for the Salesforce Financial Services Cloud implementation, covering 450 internal users across three regional offices.
| ID | Requirement | Justification |
|---|---|---|
| BR-001 | Unified customer view across all product lines | Agents currently toggle between 4 systems to see full customer history |
| BR-002 | Automated lead scoring and assignment | Manual lead distribution causes 48-hour average response delay |
| BR-003 | Integrated policy document generation | Reduce document preparation time from 2 hours to 15 minutes |
| ID | Requirement | Module | Priority | Acceptance Criteria |
|---|---|---|---|---|
| FR-001 | System shall display all policies, claims, and interactions on a single customer page | Customer 360 | Must | All active and historical records visible within 3 seconds |
| FR-002 | System shall auto-score leads based on demographic and behavioral data | Sales | Must | Scoring model produces results within 1 minute of lead creation |
| FR-003 | System shall generate policy documents from templates with pre-filled customer data | Documents | Should | Documents generated in PDF format with all fields populated |
| FR-004 | System shall support multi-language correspondence (English, French, Spanish) | Communications | Should | Templates available in all three languages |
| FR-005 | System shall provide a self-service portal for policyholders | Portal | Could | Policyholders can view policies and submit claims online |
| Interface | Source | Target | Data | Protocol | Frequency |
|---|---|---|---|---|---|
| Policy Sync | Legacy PMS | Salesforce | Policy records | REST API | Nightly batch |
| Claims Feed | ClaimsCenter | Salesforce | Claim status updates | MuleSoft ESB | Real-time |
| Payment Data | SAP FI | Salesforce | Premium payments | SFTP/CSV | Daily |
| Requirement | Target | Measurement |
|---|---|---|
| Page load time | < 3 seconds | Salesforce Lightning Performance Dashboard |
| System availability | 99.9% uptime | Monthly uptime report excluding planned maintenance |
| Concurrent users | 200 peak | Load testing with realistic user journeys |
Record a walkthrough, training session, or process demonstration. Docsie AI turns it into structured documentation using this template as the starting framework.
Use the template manually, or let Docsie generate the first draft from source footage.
Handover of [project] to [client] operations
Migrating [data type] from [source] to [target]
Configuration of [module] in [ERP system]
Go-live preparation for [system] deployment
Technical architecture for [client] [project]
User acceptance testing for [system/module]
Template FAQ
Common questions about using and generating a system Requirements Specification.
Q: What is a system Requirements Specification?
A: A system Requirements Specification is a structured document for requirements for [client] [project].
Q: Can I download this system Requirements Specification as Word or PDF?
A: Yes. This page includes free downloads in DOCX, PDF, and Markdown formats so you can edit, share, or import the template into your documentation system.
Q: Can Docsie generate this from a video?
A: Yes. Upload a process walkthrough, training recording, or screen capture to Docsie, then use this template structure to generate a first draft automatically.