Getting Started with Requirements Analysis

Overview

Requirements Analysis is a paid add-on feature and must be enabled prior to use. Contact your account manager, or accountmanagers@responsive.io, to enable it.

The Requirements Analysis feature offers a comprehensive set of tools that aid proposal management teams in the various aspects of the proposal writing process. These tools help teams stay on top of their work by efficiently identifying requirements, creating accountability, tracking progress and compliance, and more to produce well-crafted proposals.

Select the applicable tab for your edition of Responsive.

• Prerequisites

  Dictionary

  A Dictionary is a list of keywords that help the system identify requirements or criteria specified in an RFP document. Users can create custom dictionaries that tailor their search to meet their specific needs and ensure they identify all of the relevant requirements from a document. See Setting up the Dictionary for Requirements Analysis to see how to set up dictionaries.

  Document shredding matrix structures

  Document shredding matrix structures are a set of column headers that you can customize to evaluate requirements in a way that is unique to your needs. See Creating Document Shredding Matrix Structures for more information..

  Roles and permissions

  Each user role in Responsive has a different set of permissions as described below.

  Standard role permissions

  • Super Admin: The Super Admin role governs the Requirements Analysis Settings in Organization Settings and has access to View Workspace, Create/Edit Workspace, Add New Fields, and Edit Compliance, Traceability, and Responsibility Matrices in any Business Unit (BU).
    Note: Business Units is an add-on feature and must be enabled prior to use. Contact your account manager, or accountmanagers@responsive.io, to enable it.
  • Admin: The Admin role governs the Requirements Analysis Settings in Organization Settings and has access to View Workspace, Create/Edit Workspace, Add New Fields, and Edit Compliance, Traceability, and Responsibility Matrices from the BUs they are associated with.
  • Manager: The Manager role has access to View Workspace, Create/Edit Workspace, Add New Fields, and Edit Compliance, Traceability, and Responsibility Matrices assigned to them within the BUs they have access to.
  • Team Member: The Team Member role can View Workspace and Edit Compliance Traceability, and Responsibility Matrices assigned to them within the BUs they have access to.

  Custom role permissions

  Super Admins and Admins with appropriate permissions can create Custom Roles and can provide access to Requirements Analysis Settings as well as View Workspace, Create/Edit Workspace, Add New Fields, and Edit Compliance, Traceability, and Responsibility Matrices as they see fit.

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

  Prerequisites

  Dictionary

  A Dictionary is a list of keywords that help the system identify requirements or criteria specified in an RFP document. Users can create custom dictionaries that tailor their search to meet their specific needs and ensure they identify all of the relevant requirements from a document. See Setting up the Dictionary for Requirements Analysis to see how to set up dictionaries.

  Document shredding matrix structures

  Document shredding matrix structures are a set of column headers that you can customize to evaluate requirements in a way that is unique to your needs. See Creating Document Shredding Matrix Structures for more information.

  Roles and permissions

  Each user role in Responsive has a different set of permissions as described below.

  Standard role permissions

  • Super Admin: The Super Admin role governs the Requirements Analysis Settings in Organization Settings and has access to View Workspace, Create/Edit Workspace, Add New Fields, and Edit Compliance, Traceability, and Responsibility Matrices in any Business Unit (BU).
    Note: Business Units is an add-on feature and must be enabled prior to use. Contact your account manager, or accountmanagers@responsive.io, to enable it.
  • Admin: The Admin role governs the Requirements Analysis Settings in Organization Settings and has access to View Workspace, Create/Edit Workspace, Add New Fields, and Edit Compliance, Traceability, and Responsibility Matrices from the BUs they are associated with.
  • Manager: The Manager role has access to View Workspace, Create/Edit Workspace, Add New Fields, and Edit Compliance, Traceability, and Responsibility Matrices assigned to them within the BUs they have access to.
  • Team Member: The Team Member role can View Workspace and Edit Compliance Traceability, and Responsibility Matrices assigned to them within the BUs they have access to.

  Custom Role Permissions

  Super Admins and Admins with appropriate permissions can create Custom Roles and can provide access to Requirements Analysis Settings as well as View Workspace, Create/Edit Workspace, Add New Fields, and Edit Compliance, Traceability, and Responsibility Matrices as they see fit.