Requirements for Packaged Software

Description: Technology has been moving at the speed of light and as a result, new solutions present themselves every day.  COTS (commercial off the shelf), SaaS (software as a service), cloud solutions, and other 3rd party options for many companies have become the norm vs. customized software.  Requirements for these new solution approaches are not easier – they are in fact harder!  It requires strong analysis and leadership skills to ensure these projects are implemented correctly with the right requirements.  This course will help you understand how to elicit and document requirements for these solution options and how they fit into an RFI/RFP/RFQ (request for information, quote & proposal) process.  Additionally, you will learn how to select vendors, what to look for in vendor demos, what to be aware of during solution implementation, and the general common mistakes made so that you can prevent and/or fix them when they happen. Packaged software does not have to be hard and you can make it easy for your users once you know what to do.  

Length: 1 Day

CDU/PDU: Earn 7 CDU/PDU for both IIBA and PMI certification

Perquisites: We recommend the Introduction to Business Analysis course or equivalent experience.

Intended Audience: Anyone that participates in RFI/RFQ/RFP processes or requirements for packaged software.


  • Learn the ins/outs of requirements for packaged software

  • Learn how to handle RFI/RFP/RFQ processes

  • Learn techniques to elicit requirements for packaged software

Course Topics

  • What is packaged software?

  • Why requirements are different for packaged software

  • The role of the Business Analyst in packaged software

  • Fit/gap analysis

  • How to select vendors

  • RFI/RFP/RFQ process

  • What you need to consider for data, process, interfaces, interactions, integration, reporting and overall scope


business analyst IIBA endorsed education provider

The Uncommon League is an IIBA Endorsed Education Provider.  This course is aligned with the BABOK 3.0.

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Bob Prentiss

Bob Prentiss

Enterprise Solutions Instructor - Bob Prentiss is our fearless leader and innovator. Bob is passionate about helping you think, learn and work differently. Bob is an awesome trainer, speaker, mentor, coach, and author. Collector of all things dragon related and Dr. Who fan. Bob is CBAP certified with 25+ years of experience in corporate America; with a background in managing BA centers of excellence, assessing and managing BA maturity, quality, and competency. Bob is an award winning curriculum developer. Bob has presented numerous keynote, workshops, seminars, conferences, and training sessions across North America. Bob is a founding member and past President of the IIBA MSP Chapter.

Jen Battan

Jen Battan

Public Course Instructor - Jennifer Battan, the Out of the Box BA, has an energetic passion injecting innovation and creative problem solving techniques into how BAs do their day to day work. Her passion is helping teams apply the art and science of business analysis techniques with fresh, modern perspectives.  Jen is an internationally recognized conference speaker, educator and thought leader within the business analysis and creative problem solving communities. She served on her local IIBA (International Institute of Business Analysis) Chapter board as President and various roles for more than seven years, and led a content development and writing team for the Guide to the IIBA Body of Knowledge.  Jen has been a passionate volunteer with the Minnesota Destination Imagination Affiliate for more than 18 years, serving as an Appraiser, Regional Challenge Master, and Volunteer Dissector (Challenge Editor) inspiring today's learners to utilize diverse approaches in applying 21st century skills and creativity.