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Requirements Elicitation Techniques

A silent visual guide to the core elicitation techniques, when to use each, and how to turn raw input into clear, testable requirements.

Free

Free 3-minute video lesson. A silent visual guide to the core elicitation techniques, when to use each, and how to turn raw input into clear, testable requirements. Short, visual and to the point, so you can watch it between meetings and apply it the same day.

This short silent video walks through the elicitation techniques business analysts rely on most: interviews, workshops, observation, document analysis, surveys and prototyping. You will see when each technique fits, what can go wrong, and a simple five-step routine to prepare, run and confirm an elicitation session. It closes with practical tips for ERP projects, where process demos often beat interviews. Ideal for new business analysts, functional consultants and project managers who want sharper requirements and fewer surprises during testing.

What you'll learn

  • Why elicitation matters
  • Six core techniques
  • Interviews vs workshops
  • Observation vs surveys
  • Before the session
  • During the session
  • Questions that uncover needs
  • Separate need from solution
  • ERP elicitation tips
  • After the session
  • Common mistakes
  • Key takeaway

Who it's for

Business analysts, product owners and consultants who capture, model and manage requirements.

Go deeper

Pair this lesson with the related free e-books and templates in the resource library, and read the latest practical articles on the blog.

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.