What documents does a business analyst prepare at the pre-sale stage?

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The first document that a business analyst prepares is a draft of the solution concept (Vision and Scope). It structures the available data about the client's company and the expected scope of the project. Each enterprise has its own template of the solution concept. Vision and Scope should be clear and concise. This document allows you to easily understand the connection between the customer's goals and what solution will be effective in achieving them. A laconic presentation using diagrams and charts is an excellent option.

At the next stage, the analyst creates a description of the functionality (Feature list). This document allows you to estimate the upcoming costs of implementing the project. In order to make the solution more understandable, you can create a connection diagram or Mind map.

It is essential to discuss the project limitations accurate mobile phone number list and assumptions regarding its implementation with the staff. If the client has provided little information, the number of unclear points will be large. It is necessary to think through the bottlenecks in advance. This will allow you to correctly assess the risks for both parties and make a convincing proposal for the customer.
The list of documents that a business analyst prepares at the pre-sale stage depends on time and financial constraints, as well as the specifics of the company's activities. In addition to the main artifacts listed above, you can prepare:

Wireframes and user flows. Allow you to visualize the project.
Various canvases. Will help to understand the specifics of the client's business.
Matrices, comparative tables, diagrams, etc. From simple (site map, role matrix, BPMN of the main business process, etc.) to complex (GAP, SWOT analysis, etc.).



Demo of a boxed solution. Allows you to create a vision of the benefits of cooperation with your company in the client.
Description of personas and user scenarios.
Other documents that will be important when conducting presales.
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The final stage of pre-sale is the formation of an offer for the customer. As a rule, this document includes marketing, commercial and technical parts. The analyst participates in the work on the offer and introduces the team to the expected time costs at different stages of activity. Remember that when drafting this document, the main factor is to find the intersection points of the customer's needs and the capabilities of your company.

What documents does a business analyst prepare at the pre-sale stage?
What documents does a business analyst prepare at the pre-sale stage?
At the pre-sale stage, the client often does not know what solution may be optimal in his case. He is waiting for an expert assessment of the situation and an initiative proposal from the IT company. It is important for the company to show its features from the favorable side and get the client. In such a situation, the functions of the IT consultant are often performed by the business analyst. If he can offer an effective solution to the customer's problems, then trust in him increases.