Scope

1 area implies 6 topics across 2 modules

Lead to Opportunity+ Add more

You did not pick these

Supply Chain Management

Your streams cross into this module, so the work happens there too. That is the part most scoping exercises miss.

The end-to-end

Lead-to-Order

Customer Relationship Management

  1. 01Contact-to-Leadimplied
  2. 02Lead-to-Opportunity
  3. 03Opportunity-to-Quoteimplied
  4. 04Quote-to-Orderimplied

Data in and out

What actually crosses the boundary, which way, how often, and what it costs when it stops.

Crosses your scope boundary

Customer ordersSales Force Automation

Continuous

Order Processing \u00b7 without it: Orders are rekeyed and differ from what was agreed.

Integration points

Every module boundary a stream crosses is an interface. The ones marked straddle your scope — you are changing one side and not the other, which is the interface most often missed at scoping and found during testing.

Customer Relationship ManagementSupply Chain Management

Quote-to-Order

One side of this is outside your scope

Concerns raised

Australian obligations in scope

Nothing AU-specific in this scope.

Everything in scope — 6 topics

The ones you chose, and the ones they brought with them. An implied topic cannot be dropped on its own — it is here because of a pick, and the pick is named.

You picked these — 1

Sub-stream · Customer Relationship Management

Came with them — 5 you did not pick

Module · Customer Relationship Managementhere because of Lead to Opportunity
Contact to Lead
Sub-stream · Customer Relationship Managementhere because of Lead to Opportunity
Sub-stream · Customer Relationship Managementhere because of Lead to Opportunity
Quote to Order
Sub-stream · Customer Relationship Managementhere because of Lead to Opportunity
Process · Customer Relationship Managementhere because of Lead to Opportunity

Next

This is a diagnosis, not a plan

Build takes the same scope and turns it into the documents somebody has to write — the investment brief, the business case, the plans — starting with what each one needs as an input before its headings can be answered honestly.

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