Business Requirements Document

1. Introduction

1.1 Purpose

This Business Requirements Document (BRD) defines the requirements for the enhancement of the Support & Growth website. The document aims to align stakeholder expectations, ensure clear communication, and guide the development team in delivering a high-quality solution.

1.2 Background

Support & Growth is a leading provider of culturally responsive and equitable mental health therapy services. To better serve our clients and therapists, we need to enhance our website to integrate with TherapyflowCRM, improve user experience, and comply with relevant regulations.

2. Business Objectives

2.1 Goals

• Enhance User Experience: Redesign the website to provide a seamless, intuitive interface for clients and therapists.
• Integrate TherapyflowCRM: Implement TherapyflowCRM to streamline client data management and appointment scheduling.
• Improve Accessibility: Ensure compliance with accessibility standards to cater to all users.
• Optimize Performance: Enhance site performance to support high traffic and quick load times.
• Ensure Compliance: Adhere to data protection regulations and privacy standards.

2.2 Stakeholders

• Therapists: Require access to client management, session notes, and communication tools.
• Clients: Need user-friendly interfaces for managing appointments, accessing resources, and updating profiles.
• Administrative Staff: Require tools for user management, reporting, and operational oversight.
• Marketing Team: Needs integration with analytics and marketing tools to track performance and engagement.

3. Functional Requirements

3.1 User Roles and Permissions

• Clients: Manage profiles, schedule appointments, and access therapy resources.
• Therapists: Access and update client profiles, session notes, and treatment plans.
• Admins: Oversee user management, website content, and generate operational reports.

3.2 Features and Functions

• Client Management:
  • Create and manage profiles.
  • Schedule and track appointments.
  • Access resources and communication tools.
• Therapist Tools:
  • Maintain session notes and treatment plans.
  • Track client progress.
  • Securely communicate with clients.
• Reporting:
  • Generate performance and engagement metrics.
  • Analyze client satisfaction and operational efficiency.
• Integration:
  • Sync with TherapyflowCRM for comprehensive client and appointment management.
  • Integrate with email and calendar systems.

3.3 User Experience and Design

• UI/UX:
  • Modern, responsive design optimized for various devices.
  • User-friendly interface ensuring ease of navigation.
  • Accessibility compliance (WCAG 2.1).

4. Non-Functional Requirements

4.1 Performance

• Load Time: Target page load time under 2 seconds.
• Scalability: Support growing numbers of users and data.

4.2 Reliability

• Uptime: 99.9% availability.
• Backup: Daily backups with disaster recovery procedures.

4.3 Usability

• Accessibility: Full compliance with accessibility standards.
• Support: Comprehensive support resources and training materials.

5. Technical Requirements

5.1 Technology Stack

• Platform: WordPress with custom themes/plugins.
• Hosting: Reliable hosting with SSL certification.

5.2 Integration Requirements

• APIs: Integration with TherapyflowCRM APIs.
• Data Sync: Seamless data exchange for client and appointment management.

6. Project Constraints

6.1 Budget and Resources

• Budget: Estimated at.
• Resources: Includes development team, UI/UX designers, and project manager.

6.2 Timeline

• Kick-off: July 2024.
• Development: August 2024.
• Testing & Deployment: October 2024.

7. Acceptance Criteria

7.1 Success Criteria

• Integration: Effective implementation with TherapyflowCRM.
• User Satisfaction: Positive feedback and high engagement rates.

7.2 Testing

• Types: Functional, usability, and performance testing.
• Acceptance: User acceptance testing involving key stakeholders.

8. Appendices

8.1 Glossary

• CRM: Customer Relationship Management.
• UI/UX: User Interface/User Experience.

8.2 References

• Documentation: Guides on CRM integration and web development best practices.

8.3 Attachments

• Diagrams: Site maps, wireframes, and flowcharts.