Use case · Requirements and Solution Analysis

Every stakeholder heard. One set of requirements.

Shelly interviews the people who will own, use, and support a new solution, in parallel and on their schedule. She reconciles what they need and returns consolidated requirements, a solution analysis, and a first estimate your team can refine.

Talk to Shelly See the process

Reporting platform replacement

Illustration

Stakeholders interviewed: 14 of 14
Requirements captured: 62
Conflicts to resolve: 9
Effort estimate: 2 to 3 quarters
Status: Ready for review

The reality

You know how discovery really goes.

Discovery isn't slow because people don't want to help. It's slow because it depends on getting everyone in the same room, and that almost never happens.

01
Getting 15 stakeholders into workshops takes three weeks of calendar wrangling.
02
The loudest voice in the room shapes the requirements. Everyone else nods or stays quiet.
03
Your best business analysts spend their time scheduling, transcribing, and chasing follow-ups.
04
Conflicting requirements surface during the build, when they're most expensive to fix.
05
The effort estimate and ROI case get written last, in a hurry, from memory.

The process

Your discovery phase, with Shelly.

Step 1

Scope the work

Today

A kickoff meeting, a stakeholder list in a spreadsheet, and a workshop schedule that keeps slipping.

With Shelly

You define the initiative, the goals, the stakeholder list, and what a complete requirement looks like. Shelly takes it from there.

Step 2

Interview everyone in parallel

Today

Workshops happen one at a time, weeks apart.

With Shelly

Shelly calls each stakeholder, or they call her, whenever it suits them. She asks about their current process, pain points, must-haves, and nice-to-haves, and follows up when an answer is vague.

Step 3

Bring in what's already documented

Today

Existing process docs, prior projects, and system documentation are reviewed separately, if at all.

With Shelly

She reads your existing documentation alongside the interviews, so requirements reflect how things actually work today.

Step 4

Reconcile conflicts

Today

Conflicts show up in UAT.

With Shelly

She cross-references every interview against the rest, flags where stakeholders disagree, and names who said what so the right people can resolve it early.

Step 5

Analyze options and estimate

Today

The solution analysis and estimate are written at the end, under pressure.

With Shelly

She drafts a solution analysis with options, a first effort estimate, and an ROI view based on what stakeholders told her about cost, time, and value.

Step 6

Hand off to delivery

Today

Someone turns workshop notes into a requirements document and tickets by hand.

With Shelly

You get a structured requirements document and draft Jira tickets, each traced back to the stakeholder and conversation it came from.

Proven in the field

3 weeks of discovery. Done in 3 days.

A national medical liability insurer needed input from 30 stakeholders before modernizing its data platform. Shelly ran the interviews in parallel and cross-referenced every answer against existing documentation. Findings, scorecards, and requirements were ready in 3 days instead of 3 weeks.

stakeholders interviewed

3 days

to findings and requirements

faster than traditional discovery

The deliverables

What lands on your desk

Consolidated requirements.

One prioritized set, grouped by theme, with must-haves separated from nice-to-haves.

Conflict log.

Every disagreement between stakeholders, with who said what and a suggested resolution.

Solution analysis.

Options compared on fit, cost, effort, and risk.

Effort estimate and ROI view.

A first estimate your team can refine, not a blank page.

Draft Jira tickets.

Ready for your team to review and load into the backlog.

Full evidence trail.

Every requirement links back to the stakeholder and conversation it came from.

You stay in control.

Shelly drafts. Your team decides. You choose who she talks to, what she asks about, and what she can read. Every conversation is logged, and your data stays isolated to your organization.

See how Shelly handles security →

Sample output

Every requirement, traced to its source.

This is what your team reviews. Illustrative example.

Reporting platform replacement

Stakeholders: 14 interviewed · Requirements: 62 · Conflicts: 9

ID	Requirement	Priority	Raised by
R-07	Daily refresh of claims data by 7 AM	Must-have	Claims Ops, Finance, Actuarial
R-12	Self-service filters by region and line of business	Must-have	9 of 14 stakeholders
R-31	Export to Excel with formatting preserved	Nice-to-have	Finance

Shelly flagged: Finance needs month-end figures locked after close (R-18). Actuarial needs restated figures to flow through (R-22). These conflict. Recommend a joint decision before design.

Sources: Interviews with Finance Director (Oct 12), Actuarial Lead (Oct 13) · Current-state reporting inventory

Getting started is simple.

What you provide

The initiative goals, your stakeholder list, and any existing documentation.

What Shelly works with

Process documents, system documentation, prior project materials, and your requirements template if you have one.

How fast

Shelly can start interviewing within a week of kickoff.

Questions delivery leaders ask

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Built for

CIOs and IT leaders scoping new platformsPMOs running intake and discoveryProduct owners gathering requirements across teamsTransformation and consulting leads running stakeholder discovery

Try it on one real initiative.

Tell Shelly about a project you're scoping. In about 10 minutes, she'll show you how she gathers and challenges requirements.

Every stakeholder heard. One set of requirements.

You know how discovery really goes.