Analysis & Requirements

• Pre-Analysis (Form Analysis, Grouping, Discovery)

• Review existing paper, PDF, and digital forms to identify structure, data elements, rules, and dependencies

• Analyze form variations to determine reuse opportunities and standardization

• Group related forms and use cases to reduce duplication and support scalable design

• Identify upstream and downstream system touchpoints and data dependencies

• Requirements Gathering for form Outputs

• Elicit functional and non-functional requirements for digital forms and generated PDFs

• Capture validation rules, conditional logic, field behaviors, and user flows

• Define document output requirements including layout, content rules, and data population

• Ensure requirements account for accessibility, compliance, and operational needs

• Requirements Workshops & Stakeholder Engagement

• Plan and facilitate workshops with Process, Product, Business, LRC, and Branding teams

• Translate business intent into clear, actionable requirements

• Resolve conflicting requirements and document agreed decisions

• Act as the central point of coordination for requirements-related discussions

Documentation & Artifacts

• Create and Maintain Analysis Artifacts

• Produce and update Detailed Functional Requirements (DFR) documents

• Develop use case matrices linking business scenarios to form and document behavior

• Create wireframes or low-fidelity layouts to support design and development discussions

• Maintain traceability between requirements, designs, and delivered outputs

• Template Assessment and Definition

• Review existing forms and document templates to assess suitability and gaps

• Recommend standard templates for reuse across multiple use cases

• Define template structures to support multilingual and regulatory needs

• Approvals & Sign-Offs

• Coordinate reviews and approvals across all required stakeholder groups

• Track feedback, changes, and final sign-off status

• Ensure approved artifacts are version-controlled and audit-ready

Data & Integration

• Data Mapping

• Identify authoritative data sources for each form field and document element

• Map data from source systems to eFES Lite forms and PDF outputs

• Document transformation rules, defaults, and dependencies

• XML Mapping

• Define and document XML structures used for document generation

• Ensure alignment between XML schemas, data sources, and CCM templates

• Support developers by clarifying data structures and resolving mapping issues

Compliance & Regulatory Assessment

• French Translation Support

• Coordinate with translation teams to support bilingual form and PDF delivery

• Ensure translated content aligns with approved English requirements

• Validate layouts and data behavior in both EN and FR

• Regulatory & Accessibility Alignment

• Ensure requirements meet legal, regulatory, privacy, and accessibility standards

• Support audits and compliance reviews by providing clear documentation