Requirements Elicitation
Client Project Briefing
Learn how Implementing Requirements Elicitation Techniques established a global standard for capturing, documenting, and prioritizing needs effectively. We were engaged by a leading international bank to design and implement this framework, serving as the foundation for a three‑year rollout across 62 countries. The effort was driven by the organization’s need to bring order, consistency, and predictability to a rapidly expanding portfolio of global initiatives, each with its own stakeholders, regulatory demands, and operational complexities. Establishing a unified approach became essential to improving alignment and ensuring that critical requirements were understood and acted upon across regions.
The initiative unified practices, reduced inefficiencies, and strengthened governance, while enabling teams to collaborate more effectively. It also created the conditions for more disciplined decision‑making, clearer traceability, and earlier identification of risks and dependencies. Ultimately, the program delivered a substantive best practice for the firm, enhancing performance and driving measurable business impact worldwide. These improvements set the stage for the deeper organizational transformation detailed in the sections that follow.
"Effective Requirements Elicitation is a new offering for us, and it has already made a significant impact on the accuracy of our projects. We look forward to the global rollout and to measuring reductions in rework across team projects, illustrating how much this approach improves performance at scale." - Executive V.P. of Learning at a Global Bank
Related Consulting
Related Training
Related Research
Client
The client is a global Fortune 500 financial institution, recognized as one of the world’s largest banks. With operations spanning retail, institutional, and investment services, the organization manages complex projects across diverse geographies and business lines. Its footprint includes thousands of employees operating in highly regulated markets, each with unique compliance, stakeholder, and reporting requirements.
Challenge
The bank faced escalating complexity in managing requirements across its global portfolio. With initiatives spanning 62 countries and multiple business divisions, teams relied on inconsistent methods for gathering, documenting, and prioritizing requirements. This fragmentation led to avoidable rework, misalignment between regions, and delays in decision‑making. Recognizing that these issues were systemic rather than isolated, the client sought a standardized, enterprise‑wide approach that could establish a common baseline for requirements elicitation and improve cross‑functional coordination.
The absence of a unified framework introduced deeper operational and governance risks. Projects were routinely slowed by clarification cycles, conflicting interpretations of scope, and uneven stakeholder engagement practices. Critical dependencies surfaced late, triggering downstream redesigns and delivery disruptions. Leadership lacked a reliable way to compare project readiness, assess risk, or enforce consistent standards across portfolios. As global programs grew in scale and interdependency, these gaps compounded, reducing predictability, increasing execution friction, and constraining the bank’s ability to deliver complex initiatives with confidence.
Solution
AMS partnered with the client to design and implement a global Requirements Elicitation Techniques program that addressed both the tactical gaps and the broader organizational challenges identified during discovery. The engagement began with a comprehensive assessment of existing practices across regions, business units, and project types. This gap analysis revealed significant variation in how teams approached stakeholder engagement, documentation standards, and prioritization methods. Using these insights, AMS developed a tailored framework that combined best‑practice elicitation techniques with tools and templates aligned to the bank’s governance model. The solution was intentionally designed to be modular and scalable, ensuring it could be adopted consistently across diverse environments without disrupting local operating rhythms.
Implementation occurred over a three‑year global rollout, during which the framework was deployed across 62 countries and embedded into multiple business lines. More than 1,500 participants were trained through a blend of instructor‑led sessions, hands‑on exercises, and application‑focused resources that reinforced real‑world use. AMS equipped teams with standardized methods for stakeholder analysis, traceability, and clear documentation, while also establishing a common vocabulary and expectations for requirements quality. The program ultimately created a unified model for requirements management, reducing ambiguity, strengthening alignment, and enabling greater accuracy, efficiency, and scalability across the bank’s global operations.
Benefits
The engagement established a durable best practice for the firm, creating a unified and repeatable standard for requirements elicitation that is now embedded across the enterprise. With a common framework in place, teams operate with greater clarity and alignment, reducing ambiguity at the outset of projects and minimizing the rework that previously slowed delivery. The training of more than 1,500 participants ensured broad adoption and built a shared competency across business lines, enabling teams to approach stakeholder analysis, documentation, and prioritization with a consistent level of rigor. This shift not only improved the quality of requirements but also strengthened cross‑functional communication, allowing teams in different regions to collaborate more effectively and make decisions with greater confidence.
By integrating the framework into the organization’s project lifecycle, the bank realized measurable improvements in accuracy, risk management, and execution discipline. Projects now benefit from earlier identification of dependencies, clearer traceability, and more predictable handoffs between teams. Leadership gained greater visibility into project readiness and delivery risk, supported by standardized artifacts and a common vocabulary for evaluating requirements quality. These enhancements collectively improved the bank’s ability to deliver complex initiatives at scale, reducing delivery friction and increasing the likelihood of successful outcomes across its global portfolio. The result is a more resilient, efficient, and strategically aligned organization, one equipped to manage complexity and sustain performance in a rapidly evolving environment.
Join the ranks of leading organizations that have partnered with AMS to drive innovation, improve performance, and achieve sustainable success. Let’s transform together, your journey to excellence starts here.