I have to create the ServiceNow requirement gathering document for the client.

[Community Alums]

I have to create the ServiceNow requirement gathering document for the client. Can anyone please suggest what it should include?

[SumanthDosapati]

@Community Alums 

It depends on what type of requirements you are gathering.

But here is something for you to keep in hand

1. Project Overview – Purpose, objectives, stakeholders.

2. Scope Definition – In-scope & out-of-scope modules.

3. Current Process & Pain Points – Existing challenges.

4. Functional Requirements – Forms, workflows, SLAs.

5. Integrations – Systems to be connected.

6. User Roles & Access – Visibility, approvals.

7. Reporting Needs – KPIs, dashboards.

8. Data Migration – Import requirements.

9. Non-Functional Requirements – Security, performance.

10. Timelines & Assumptions – High-level milestones.

Accept the solution and mark as helpful if it does, to benefit future readers.
Regards,
Sumanth

[Dr Atul G- LNG]

Hi @Community Alums 

I am a BA and BPC, and conducting workshops and requirement gathering is part of my daily job. To clarify, there is no specific document provided by ServiceNow for me to use. In our workshops, we first present the OOTB functionality of the modules. If there are any differences, we capture the 'why' behind them in user stories. You can also refer to the OOTB stories. All these documents are easily available on Now Create. In the current scenario, we did not create any specific requirement documents; everything gets captured as part of the story, which is quick and easy to get signed off.

https://youtu.be/QyvYXRFdXEg?si=iEBZw5-AEHNkUJ7Z

I am happy, if you need to connect 1-1 .

[Vishal Jaswal]

ServiceNow Requirement Gathering Template

1. General Information

Field	Description
Request Title
Requested By
Business Unit / Department
Date Submitted
Priority
Due Date / Target Completion

2. Business Requirement

Field	Description
Business Objective
Problem Statement
Expected Outcome
Stakeholders

3. Functional Requirements

Field	Description
Use Case / User Story
Modules / Applications Involved
Form Fields Required
Business Rules / Workflow Logic
Notifications / Alerts
UI Requirements

4. Technical Requirements

Field	Description
Integrations Needed
Data Sources
Security / Role Access
SLAs / Performance Expectations
Audit / Logging Requirements

5. Reporting & Metrics

Field	Description
Reports or Dashboards Needed
KPIs or Metrics

6. Dependencies and Constraints

Field	Description
Upstream / Downstream Dependencies
Known Constraints / Risks

7. Sign-Off

Field	Description
Prepared By
Date Prepared
Approved By
Approval Date