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Requirements Assessment Template

This template provides a structured approach to gathering and documenting requirements for messaging system selection. Use this as a checklist and documentation tool for your project.

Project Information

Project Name: __
Date: __

Prepared by: __
Stakeholders: __

Executive Summary

Business Context

  • Project Objectives:
  • Success Criteria:
  • Timeline:
  • Budget Range:

High-Level Requirements Summary

  • Primary Use Case:
  • Expected Message Volume:
  • Critical Success Factors:
  • Major Constraints:

Functional Requirements Assessment

1. Message Delivery Requirements

Requirement Priority (1-5) Details Success Criteria
Delivery Guarantee ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 At-most-once / At-least-once / Exactly-once % delivery success rate
Message Ordering ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 Global / Partition / No ordering required Ordering requirements
Message Persistence ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 Temporary / Durable / Archival Retention period
Dead Letter Handling ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 Automatic / Manual / Not required Error handling strategy

2. Messaging Patterns

Pattern Required Priority Use Case Volume
Point-to-Point ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Publish-Subscribe ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Request-Reply ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Streaming ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Fan-out ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Broadcast ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5

3. Integration Requirements

Integration Type Required Priority Details Protocols
REST APIs ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Legacy Systems ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Cloud Services ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Mobile Applications ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
IoT Devices ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Third-party Services ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5

4. Message Routing and Filtering

Capability Required Priority Details
Content-based Routing ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Header-based Routing ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Geographic Routing ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Load Balancing ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Message Transformation ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5

5. Security Requirements

Security Feature Required Priority Details
Authentication ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Authorization ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Message Encryption ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Transport Security ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Audit Logging ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Multi-factor Authentication ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5

Non-Functional Requirements Assessment

1. Performance Requirements

Metric Current Target Peak Measurement Method
Messages per Second
Response Time
End-to-end Latency
Concurrent Users
Data Volume per Day

2. Scalability Requirements

Aspect Current 6 Months 1 Year 3 Years Notes
Message Volume
Users/Consumers
Geographic Regions
Data Storage
Processing Power

3. Reliability and Availability

Requirement Target Current Acceptable Critical
System Uptime
Message Delivery Success Rate
Recovery Time Objective (RTO)
Recovery Point Objective (RPO)
Mean Time Between Failures (MTBF)
Mean Time To Recovery (MTTR)

4. Compliance and Regulatory Requirements

Regulation Applicable Priority Requirements Validation Method
GDPR ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
HIPAA ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
SOX ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
PCI-DSS ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
ISO 27001 ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Industry-specific ☐ Yes ☐ No ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5

Technical Constraints and Preferences

1. Technology Stack

Component Current Preferred Constraints
Programming Languages
Frameworks
Databases
Cloud Platform
Container Platform
Monitoring Tools

2. Deployment Preferences

Preference Selection Rationale
Deployment Model ☐ Cloud ☐ On-premise ☐ Hybrid
Managed vs. Self-hosted ☐ Managed ☐ Self-hosted ☐ Mixed
Multi-cloud Strategy ☐ Yes ☐ No ☐ Future consideration
Disaster Recovery ☐ Active-Active ☐ Active-Passive ☐ Backup only

3. Operational Requirements

Requirement Current Capability Target Gap
24/7 Monitoring ☐ Yes ☐ No ☐ Yes ☐ No
Automated Deployment ☐ Yes ☐ No ☐ Yes ☐ No
Log Management ☐ Yes ☐ No ☐ Yes ☐ No
Performance Monitoring ☐ Yes ☐ No ☐ Yes ☐ No
Incident Response ☐ Yes ☐ No ☐ Yes ☐ No

Cost Considerations

1. Budget Constraints

Cost Component Current Budget 3-Year Projection
Initial Implementation
Annual Licensing
Infrastructure
Personnel
Training
Support
Total Cost of Ownership

2. Cost Optimization Preferences

Preference Priority Notes
Open Source Solutions ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Pay-as-you-go Pricing ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Reserved Capacity ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5
Multi-year Contracts ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5

Risk Assessment

1. Technical Risks

Risk Impact (1-5) Probability (1-5) Mitigation Strategy
Vendor Lock-in
Technology Obsolescence
Scalability Limits
Security Vulnerabilities
Integration Complexity
Performance Degradation

2. Business Risks

Risk Impact (1-5) Probability (1-5) Mitigation Strategy
Cost Overruns
Timeline Delays
Vendor Failure
Compliance Violations
Customer Impact
Competitive Disadvantage

Solution Evaluation Criteria

1. Evaluation Weights

Category Weight (%) Rationale
Functional Fit
Performance
Scalability
Reliability
Security
Cost
Vendor Stability
Community Support
Ease of Use
Total 100%

2. Success Metrics

Metric Target Measurement Method Frequency
Message Processing Rate
System Uptime
Response Time
Cost per Message
Implementation Time
User Satisfaction

1. Immediate Actions

  • Validate requirements with stakeholders
  • Prioritize requirements based on business impact
  • Identify proof-of-concept scenarios
  • Shortlist 2-3 candidate solutions

2. Evaluation Phase

  • Conduct technical proof-of-concept
  • Perform cost-benefit analysis
  • Validate performance benchmarks
  • Assess vendor support and roadmap

3. Decision Phase

  • Create evaluation scorecard
  • Present findings to stakeholders
  • Make final selection
  • Plan implementation roadmap

Notes and Comments

Additional Requirements:


Assumptions:


Dependencies:


Constraints:


Stakeholder Feedback:



Document Status: ☐ Draft ☐ Review ☐ Approved ☐ Final
Last Updated: __
Next Review Date: __