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Document Structure

Chapter 2: Organizing your specifications for maximum clarity

The Perfect Specification Template

A well-structured document guides readers through your requirements logically. Here's the proven template we recommend for all application specifications:

1. Executive Summary

One paragraph overview of the project, its purpose, and expected outcomes.

Example:
"We need an inventory management system to replace our spreadsheet-based tracking. The system should handle 500+ SKUs, provide real-time stock levels, and integrate with our existing Odoo sales module. Expected outcome: 50% reduction in stock-outs and 30% faster order fulfillment."

2. Business Context

Current situation, problems faced, and why this solution is needed now.

Include:
• Current process description
• Pain points and inefficiencies
• Cost of not solving this problem
• Business impact metrics

3. Users and Roles

Who will use the system and what they need to accomplish.

Format:
Warehouse Manager: Views dashboards, approves transfers
Stock Clerk: Records receipts, performs counts
Sales Team: Checks availability, reserves stock

4. Functional Requirements

Detailed features and capabilities, organized by module or user flow.

Best Practice:
FR1. [MUST] System shall track product quantities by location
FR2. [MUST] System shall alert when stock falls below minimum
FR3. [SHOULD] System shall suggest reorder quantities
FR4. [NICE] System shall predict future stock needs

5. Data Requirements

What information needs to be stored, imported, or integrated.

Specify:
• Data fields and types
• Validation rules
• Import sources and formats
• Integration points

6. User Interface Requirements

How users will interact with the system.

Don't Design, Describe:
"Dashboard should show key metrics at a glance"
"Product search must be accessible from any screen"
"Mobile-responsive for warehouse tablet use"

7. Business Rules

Logic, calculations, and constraints that govern the system.

Be Explicit:
• "Orders cannot exceed available stock + pending deliveries"
• "Minimum stock = 2 weeks average sales + safety buffer"
• "Only managers can override stock warnings"

8. Success Criteria

How to measure if the implementation meets your needs.

Make it Measurable:
✓ Process 100 transactions per hour
✓ Generate reports in under 5 seconds
✓ Zero data loss during migration
✓ 95% user task completion without training

Download Our Template

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