Pulled requirements from the kickoff, workshop, and Slack threads — eight updated, two flagged as risks. They're in the requirements log. Let me know if these look right.
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Draft Statement of Work
Discovery
Acme Corp
CRM
2m ago
1. Overview
This Statement of Work covers the implementation of a custom CRM solution for Acme Corp, including data migration, integrations, and user training.
2. Timeline
Target launch: Q2 2026. Discovery and requirements gathering complete by end of February.
3. Scope
Core CRM configuration, Salesforce integration, historical data migration, and reporting dashboards.
4. Authentication
Users will access the system via standard login. Access controls will be managed through role-based permissions.
Datafruit
Meridian Health Partners
Looks good, can you draft the BRD?
Done. BRD draft is finalized with requirement traceability, risk notes, and recommended next actions. The two at-risk items are scoped as conditional: API ownership forks the estimate into two scenarios, and migration criteria is flagged as a blocker before SOW.
Thought 6s
Compared extracted requirements against Northstar Payers and Regional Health engagements
Calculated effort ranges per workstream with risk-adjusted buffers
Flagged gaps and ambiguities in the extracted requirements set
Forked BRD scenario paths based on API ownership uncertainty
Mapped requirement IDs into BRD sections and recalculated margin impact
Meridian Health Partners - Salesforce Health Cloud Implementation
Business Requirements Document · Version 1.0 Draft · February 27, 2026
Client: Meridian Health Partners
Sources: Kickoff call, discovery workshop, Slack follow-ups
Requirements
IDRequirementStatusSource
REQ-01Core Salesforce Health Cloud configurationConfirmedKickoff
REQ-02Eligibility and claims integration via client-owned APIAt riskWorkshop
REQ-03Historical data migration from legacy claims systemOpenKickoff
REQ-04Provider directory sync with NPI registryConfirmedSlack
REQ-05Real-time eligibility verification at point of serviceConfirmedWorkshop
REQ-06Role-based access control for billing and care staffConfirmedKickoff
REQ-07Custom reporting dashboardsOpenSlack
REQ-08UAT environment and go-live supportConfirmedKickoff
Two items at risk: REQ-02 (API ownership) and REQ-03 (migration criteria). Resolve before finalizing SOW.
Traceability
Kickoff call (Feb 24, 2026)
REQ-01, REQ-03, REQ-06, REQ-08
Discovery workshop (Feb 25, 2026)
REQ-02, REQ-05
Slack follow-ups (Feb 25-26, 2026)
REQ-04, REQ-07
Your projects aren't failing in delivery.
They fail before delivery starts — when discovery, scope, and handoff aren't structured.
You quoted 400 hours. You'll deliver 600.
Estimates are built on fragmented discovery. When scope shifts, delivery absorbs the cost. Unstructured pre-sales turns assumptions into unpaid work.
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Scope
ExpectedActual
Margin
40
ExpectedActual
Scope shifts. Your docs don't.
What sales heard isn't always what delivery builds. Decisions live in inboxes and meeting notes. By the time misalignment surfaces, contracts are signed.
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Workshop notesDelivery plan
No Record. No Defense.
When clients push back, there's no traceable source of truth. Discovery becomes "he said, she said." Without traceability, scope isn't defensible.
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