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 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 |
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Publish-Subscribe |
☐ Yes ☐ No |
☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 |
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Request-Reply |
☐ Yes ☐ No |
☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 |
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Streaming |
☐ Yes ☐ No |
☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 |
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Fan-out |
☐ Yes ☐ No |
☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 |
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Broadcast |
☐ Yes ☐ No |
☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 |
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3. Integration Requirements
Integration Type |
Required |
Priority |
Details |
Protocols |
REST APIs |
☐ Yes ☐ No |
☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 |
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Legacy Systems |
☐ Yes ☐ No |
☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 |
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Cloud Services |
☐ Yes ☐ No |
☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 |
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Mobile Applications |
☐ Yes ☐ No |
☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 |
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IoT Devices |
☐ Yes ☐ No |
☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 |
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Third-party Services |
☐ Yes ☐ No |
☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 |
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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
Metric |
Current |
Target |
Peak |
Measurement Method |
Messages per Second |
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Response Time |
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End-to-end Latency |
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Concurrent Users |
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Data Volume per Day |
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2. Scalability Requirements
Aspect |
Current |
6 Months |
1 Year |
3 Years |
Notes |
Message Volume |
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Users/Consumers |
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Geographic Regions |
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Data Storage |
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Processing Power |
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3. Reliability and Availability
Requirement |
Target |
Current |
Acceptable |
Critical |
System Uptime |
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Message Delivery Success Rate |
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Recovery Time Objective (RTO) |
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Recovery Point Objective (RPO) |
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Mean Time Between Failures (MTBF) |
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Mean Time To Recovery (MTTR) |
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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 |
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SOX |
☐ Yes ☐ No |
☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 |
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PCI-DSS |
☐ Yes ☐ No |
☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 |
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ISO 27001 |
☐ Yes ☐ No |
☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 |
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Industry-specific |
☐ Yes ☐ No |
☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 |
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Technical Constraints and Preferences
1. Technology Stack
Component |
Current |
Preferred |
Constraints |
Programming Languages |
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Frameworks |
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Databases |
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Cloud Platform |
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Container Platform |
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Monitoring Tools |
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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 |
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Annual Licensing |
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Infrastructure |
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Personnel |
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Training |
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Support |
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Total Cost of Ownership |
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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 |
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Technology Obsolescence |
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Scalability Limits |
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Security Vulnerabilities |
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Integration Complexity |
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Performance Degradation |
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2. Business Risks
Risk |
Impact (1-5) |
Probability (1-5) |
Mitigation Strategy |
Cost Overruns |
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Timeline Delays |
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Vendor Failure |
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Compliance Violations |
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Customer Impact |
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Competitive Disadvantage |
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Solution Evaluation Criteria
1. Evaluation Weights
Category |
Weight (%) |
Rationale |
Functional Fit |
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Performance |
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Scalability |
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Reliability |
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Security |
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Cost |
|
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Vendor Stability |
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Community Support |
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Ease of Use |
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Total |
100% |
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2. Success Metrics
Metric |
Target |
Measurement Method |
Frequency |
Message Processing Rate |
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System Uptime |
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Response Time |
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Cost per Message |
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Implementation Time |
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User Satisfaction |
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Recommended Next Steps
2. Evaluation Phase
3. Decision Phase
Additional Requirements:
Assumptions:
Dependencies:
Constraints:
Stakeholder Feedback:
Document Status: ☐ Draft ☐ Review ☐ Approved ☐ Final
Last Updated: __
Next Review Date: __