Best Practice Report

The Revenue Technology Requirements Discovery Guide

February 15th, 2023
With contributors:
Cristina De Martini , Katie Linford , Fernando Pena , Chantelle Fynn , Kate Pierpont


Before selecting new or replacement revenue technology, revenue operations leaders must undertake a thorough requirements discovery process to validate the need for the proposed solution, establish its scope, and determine the functionality it should deliver. After deciding that deploying a new technology solution is the right approach, leaders should then document a rigorous set of requirements and other considerations to guide the organization’s selection of the right vendor. This report provides guidance on how to undertake the discovery process and develop a suitable business solution document.

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