Elicit Requirements
using Observation
Type of Observations
Why doing it
When to run it
How to run it
Active
Actively engage with the user by
asking questions to better understand
the described process
Passive:
Observe by only looking at what the user does.
Only after the session, ask clarifcation questions.
Users will forget to mention things during workshops or interviews
Understand how they interact with other systems
Measure interruption and when they abandon the process
Find opportunities for improvements
Improve existing
Dynamics 365
Before you implement
Dynamics 365
Before the session
During the session
After the session
Select the ROLES and USERS
Determine the KEY processes
you will be focusing on
Use a Screen Recording
if the user allows it
Let them know that they are in control.
And they can stop the session anytime
Share your notes with the Users
Share recommendations with your team