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Requirements Matrix

Add the client's brief in the form below. Cobl structures the needs, success criteria and constraints in one matrix, with the points still to confirm.

Requirements matrix
Needs, criteria and constraints in one clear matrix.
true
true
true
Discovery notes (opt.)
Client brief or specifications (opt.)
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List the client's needs in a matrix.

Covered by

Get each need with its priority, criterion and source.

Which needs are still unclear?

Covered by

See the points to confirm and the question for each.

What are the success criteria?

Covered by

Get the measurable criteria the client will use.

Export the matrix to Excel.

Covered by

Receive the matrix as Excel, A4 or a dashboard.

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Structure the client's needs in one clear matrix

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.sh{width:300px;background:#fff;border-radius:10px;overflow:hidden;box-shadow:inset 0 0 0 1px #e8e7e6,0 6px 20px -6px rgba(23,23,23,.10);font-size:12.5px}.bar{display:flex;align-items:center;gap:8px;padding:9px 12px;border-bottom:1px solid #e8e7e6;font-size:12.5px;font-weight:600;white-space:nowrap}.ft{font-size:9px;font-weight:700;padding:3px 5px;border-radius:4px;background:#dcf5e4;color:#137a41}.r{display:grid;grid-template-columns:26px 1fr 66px;border-bottom:1px solid #efeeed}.r:last-child{border-bottom:0}.r>div{padding:10px 9px;border-left:1px solid #efeeed;white-space:nowrap}.r>div:first-child{border-left:0;color:#a6a4a2;text-align:center;background:#fafafa}.pr{font-weight:600}.new{animation:wrX 5s ease-out infinite}@keyframes wrX{0%,20%{clip-path:inset(0 100% 0 0)}42%,92%{clip-path:inset(0 0 0 0);opacity:1}100%{clip-path:inset(0 0 0 0);opacity:0}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="sh"><div class="bar"><span class="ft">XLSX</span>Helix-Requirements-Matrix.xlsx</div><div class="r"><div>7</div><div>Live ETA for each truck</div><div class="pr">Must</div></div><div class="r new"><div>8</div><div>Works with their TMS</div><div class="pr">Should</div></div></div></div></body></html>

Every need, one line

Needs, priorities and constraints from meetings and documents.

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.pg{background:#fff;width:270px;box-sizing:border-box;padding:24px 28px 26px;box-shadow:0 6px 20px -6px rgba(23,23,23,.10);border-radius:4px}.k{font-size:8.5px;letter-spacing:.12em;color:#767473;text-transform:uppercase;border-bottom:1px solid #181818;padding-bottom:6px;display:flex;justify-content:space-between}.n{font-size:44px;line-height:1;margin-top:18px}.s{font-size:11.5px;color:#545352;margin-top:10px}.s b{color:#181818;font-weight:600}.n{animation:wr 5s ease-out infinite}@keyframes wr{0%,18%{clip-path:inset(0 0 100% 0)}40%,92%{clip-path:inset(0 0 0 0);opacity:1}100%{clip-path:inset(0 0 0 0);opacity:0}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="pg"><div class="k"><span>Success criteria</span><span>4</span></div><div class="n serif">&lt; 2 hours</div><div class="s">to flag <b>95%</b> of late trucks</div></div></div></body></html>

Measurable success

The criteria the client will use to judge the project.

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.r{display:flex;align-items:center;justify-content:space-between;gap:12px;width:300px;box-sizing:border-box;background:rgba(23,23,23,.94);color:#fff;border-radius:14px;padding:16px 18px;box-shadow:0 14px 36px -8px rgba(0,0,0,.25)}.r .t{font-size:11.5px;color:rgba(255,255,255,.6);white-space:nowrap}.r .n{font-size:20px;line-height:1.2;margin-top:4px;white-space:nowrap}.p{background:#9eff78;color:#181818;border-radius:99px;padding:4px 10px;font-size:13px;font-weight:600;white-space:nowrap}.p{animation:pop 5s infinite}@keyframes pop{0%,24%{opacity:0;transform:scale(.6)}32%{opacity:1;transform:scale(1.08)}38%,92%{opacity:1;transform:scale(1)}100%{opacity:0;transform:scale(1)}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="r"><div><div class="t">To confirm · go-live date</div><div class="n serif">Is June 1 fixed?</div></div><span class="p">Ask Marta K.</span></div></div></body></html>

Points to confirm

What is still unclear, with the question to ask.