Requirements for Packaged Software

Full Version 1-Day – ½ Day & Workshops Versions Available
Earn CDU and PDU Credits


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.  

Internationally Endorsed and Aligned with Best Practices

business analyst IIBA endorsed education provider

Bob the BA is an IIBA Endorsed Education Provider.  This course is aligned with the BABOK 3.0.

Earn PDU / CDUs for both IIBA and PMI certification or recertification.


Our goal at Bob the BA is to help you think, learn and work differently so you can make an impact back on the job. If you always do what you have always done, you will end up right where you were before you were trained right?  So at Bob the BA we take a different approach because we know we learn best by doing and not through lecture. Our courses are always hands-on, practicing through exercises, activities, facilitated discussions, case studies, role play, workshops, printed materials and presentations.

Who Should Take This Course?

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

Building Customized Training Experiences as Unique as You

Bob the BA delivers training experiences that focus on topics you need and that are relevant for your organization.  Buy only what you need - no customization fees, ever.  Our training is flexible with onsite or virtual course options.  We got your back.