Requirements
Translate operating needs into traceable, testable requirements.
SaaS implementation portfolio
How I approach a software implementation, from requirements to launch.
This simulated project shows how I gather requirements, plan a configuration, prepare data, run testing, and support a launch.
Configuration
Design roles, statuses, routing rules, validations, and automations.
Data readiness
Map, cleanse, validate, and reconcile records before import.
Go-live
Coordinate UAT, training, cutover checks, and operational handoff.
Flagship case study
CommunityConnect intake implementation
This simulated project follows a community services team moving from shared inboxes and disconnected spreadsheets to a structured intake and case routing platform.
Project scope. I created this portfolio project to practise the implementation process. It is not paid client work or a production deployment.
12approved requirements
18configuration rules
10mapped data fields
24UAT scenarios
01 / Context
The operating problem
Requests arrived through several channels, ownership was unclear, statuses varied by employee, and reporting required manual spreadsheet work. The rollout needed a consistent workflow without exposing sensitive notes to the wrong roles.
02 / Design response
The implementation approach
Start with requirements, configure the smallest workable process, prepare only active records, test each user role, and then launch with training, short term support, and a clear handoff owner.
03 / Configuration evidence
A controlled request lifecycle
Every transition has an owner, entry condition, and validation rule.
01New
02In triage
03Assigned
04In progress
05Waiting on client
06Closed
AccessRole-based notes and queue visibility
RoutingService category plus postal region
UrgencySupervisor alert and response target
ClosureDisposition required before lock
04 / Automation and integration design
A workflow that can fail safely
I designed this platform-neutral automation to show the trigger, decision logic, system action, exception path, and support owner. It is a simulated design, not a live automation or integration.
A validated request enters the New queue.
Category, region, urgency, and consent are evaluated.
The request is assigned to the correct service queue.
The owner receives the due date and required next step.
The decision and run result are written to the audit log.
No record moves forward silently. The error, time, request ID, and retry count are logged.
The design defines the request and response fields without claiming that a real API was connected.
Each result has an expected status, audit entry, owner, and recovery action.
The handoff includes the rule owner, support path, change log, and rollback condition.
The control matrix contains six sample rules with triggers, conditions, actions, failure handling, audit fields, owners, and tests.
Download the automation control matrix05 / Work product
Project files
The workbook contains the detailed records summarized on this page.
Implementation control book
The workbook brings the requirements, configuration, data mapping, UAT, risks, and launch checks together.
Download the workbookProduct requirements document
The specification covers scope, rules, exceptions, acceptance criteria, and release checks.
Read the product specificationTraining and handoff plan
The plan includes training by user group, launch support, rollback ownership, and a review after 30 days.
Review the processData quality review
I used a simulated dataset to write validation rules, SQL checks, KPI definitions, and a dashboard.
Explore the data review06 / Validation
What I would test before launch
Functional: creation, routing, statuses, closure controls, and dashboards.
Security: positive and negative role-permission scenarios.
Migration: valid imports, unmapped values, duplicates, and reconciliation.
Adoption: staff complete key tasks using role-based guidance.
Implementation process
The five steps used in this project
- 01Discover
Clarify users, goals, constraints, current steps, and success measures.
- 02Design
Turn needs into a proposed workflow, requirements, roles, and decisions.
- 03Configure
Build settings, permissions, routing, templates, and validation rules.
- 04Validate
Prepare data, execute UAT, log defects, and confirm readiness.
- 05Enable
Train by role, launch deliberately, monitor, and transfer ownership.
About
A technical background and experience helping customers
I hold a Computer Systems Technician - Software Engineering diploma from Sheridan College and bring nearly four years of customer-facing experience, including telephone technical support and structured issue documentation.
I am targeting junior functional implementation, customer onboarding, business applications, and systems coordination roles where learning the product, communicating clearly, checking data carefully, and following through on details matter.