DREAMTECH SOFTWARE REQUIREMENTS TEMPLATE
Version: 1.0
Review date: 2026-07-15

Use this checklist to prepare a comparable brief for software, ERP, web, or mobile suppliers. Replace the prompts with approved facts. Assign an owner and due date to every open item. This template is planning guidance, not legal, security, financial, accessibility, clinical, or regulatory advice.

1. DOCUMENT CONTROL
- Project name:
- Organization and legal entity:
- Document owner:
- Version and date:
- Status: Draft / In review / Approved
- Reviewers and roles:
- Final approver:
- Change history:

2. PROBLEM AND OUTCOME
- Who experiences the current problem?
- What happens today, and how often?
- What evidence or baseline is available?
- What is the operational or user impact?
- What happens if nothing changes?
- What measurable outcome should the project support?
- How and when will that outcome be measured?

3. SCOPE
- Included departments, branches, countries, processes, products, and user groups:
- Included phase-one workflows:
- Explicit exclusions:
- Possible later phases:
- Fixed constraints: budget governance, date, policy, provider approval, procurement, data, or infrastructure:

4. OWNERS AND DECISIONS
- Executive sponsor:
- Product owner:
- Process owner(s):
- Data owner:
- Security/privacy owner:
- Technical/infrastructure owner:
- Finance/procurement/legal reviewers:
- User representatives and accessibility reviewer:
- Test and acceptance owner:
- Training and support owner:
- Open decisions, owner, and due date:

5. USERS AND OPERATING CONTEXT
For each user group record:
- goals and frequent tasks;
- permissions and approvals;
- devices, browsers, operating systems, and shared-device use;
- network, power, and offline conditions;
- language, terminology, date, number, and currency needs;
- accessibility and assistive-technology needs;
- location, frequency, support, and training needs.

6. CURRENT AND FUTURE WORKFLOWS
For every priority workflow record:
- trigger and preconditions;
- normal steps and handoffs;
- decisions, rules, approvals, and segregation of duties;
- exceptions, rejection, correction, cancellation, retry, and escalation;
- records, reports, notifications, and completion state;
- current pain points and controls that must remain;
- proposed future workflow;
- owner and acceptance evidence.

7. FUNCTIONAL REQUIREMENTS
For every requirement record:
- unique identifier;
- testable statement;
- rationale and source;
- priority: Must / Should / Could / Not this phase;
- owner and dependencies;
- acceptance method and approver;
- status and release.

8. DATA AND MIGRATION
- Entities, fields, identifiers, definitions, and data owner:
- Source systems and system-of-record decision:
- Sensitivity, lawful use, access, retention, deletion, and export:
- Validation, duplicates, missing data, and quality rules:
- Migration volume, history, attachments, and transformations:
- Trial runs, cleanup responsibility, reconciliation, rejected records, cutover, rollback, and sign-off:

9. INTEGRATIONS
For every provider or system record:
- business purpose and owner;
- official documentation and current account/onboarding status;
- sandbox and production access;
- authentication and secret ownership;
- data exchanged, frequency, limits, and retention;
- retries, idempotency, reconciliation, monitoring, and alerting;
- versioning, provider support, fallback, and acceptance tests.

10. QUALITY REQUIREMENTS
- Performance targets by representative device and network:
- Availability, monitoring, maintenance, and recovery objectives:
- Capacity, growth, and rate limits:
- Browser, device, platform, and version support:
- WCAG target and manual assistive-technology/zoom test plan:
- Localization and content ownership:
- Usability/task-success criteria:
- Reporting accuracy and reconciliation:
- Maintainability, automated tests, documentation, deployment, and observability:

11. SECURITY AND PRIVACY
- Identity, authentication, authorization, and least privilege:
- Administrator access and segregation of duties:
- Encryption and secret management:
- Audit logs, alerts, monitoring, and incident ownership:
- Secure development, dependency, vulnerability, and patch process:
- Backup encryption and recovery testing:
- Data classification, minimization, consent, sharing, retention, deletion, and sensitive exports:
- Required legal, sector, privacy, or independent security review:

12. ANALYTICS AND REPORTING
For each event or report record:
- purpose and user;
- fields, definition, formula, filter, and source;
- refresh frequency, timezone, access, and export;
- quality check, owner, and known limitation;
- personal-data, consent, and retention rule where applicable.

13. ACCEPTANCE AND RELEASE
For each milestone record:
- deliverable and review period;
- environment and test data;
- acceptance criteria and evidence;
- approver and defect treatment;
- payment relationship;
- migration reconciliation, security, accessibility, performance, user acceptance, training, operating procedure, backup, recovery, rollback, and launch-support requirements.

14. OWNERSHIP AND HANDOVER
- Source-code repository and usage rights:
- Data, domain, hosting, cloud, app-store, provider, analytics, and support accounts:
- Design files, content, licenses, certificates, secrets, and backups:
- Architecture, configuration, API, operating, test, deployment, and support documentation:
- Build/deployment access, training, export, and transition assistance:

15. SUPPORT AND LIFECYCLE
- Warranty scope and period:
- Service hours and channels:
- Severity, response, restoration, and escalation:
- Monitoring, maintenance, backup, and security patching:
- Upgrade and custom-code compatibility responsibility:
- Training, knowledge transfer, and new-feature process:
- Recurring fees, renewal, termination, export, and exit support:

16. COMMERCIAL ASSUMPTIONS
- Discovery, design, implementation, migration, integration, infrastructure, testing, training, warranty, and support line items:
- Provider fees, licenses, travel, taxes, currency, and price-validity date:
- Internal organization effort:
- Options and exclusions:
- Named risk contingency:
- Milestones and change-control method:
- Multi-year operating, upgrade, and exit cost:

17. RISKS, ASSUMPTIONS, DEPENDENCIES, AND OPEN QUESTIONS
For each item record:
- description and evidence;
- likelihood and impact;
- owner and mitigation;
- trigger, due date, and status.

18. FINAL TRACEABILITY CHECK
Confirm that each must-have requirement has:
- source and responsible owner;
- rationale and priority;
- design/configuration/implementation decision;
- test or evidence method;
- acceptance authority;
- release status.

Reference overview: ISO/IEC/IEEE 29148:2018, Requirements Engineering
https://www.iso.org/standard/72089.html