Requirement Change Surveillance Report
Status: New Potential Requirement Change Detected
Source Document: Project_Helios_Weekly_Client_Sync_Notes
Project: Helios CRM Platform

1. Summary
A potential high-impact requirement change was detected in the meeting notes from the weekly client sync. The client, InnovateCorp, suggested adding a new data integration feature to the Reporting Dashboard, which represents a deviation from the currently defined scope.
2. Detected Change Details



Field
Detail




Change Type
New Feature / Integration


Description
A request was made to integrate real-time data from the Marketo marketing automation platform directly into the Reporting Dashboard.


Source Text
"...it might be useful for execs if the dashboard also included real-time data from the marketing automation platform (Marketo). This would be a great value-add. He asked if we could explore that."


Originator
David Miller (Product Owner, InnovateCorp)



3. Risk and Impact Analysis

Impact Level: High
Affected Module: Reporting Dashboard (REQ-DASH-004)
Analysis:

Scope Creep: This feature is not documented in the current Statement of Work or the official requirements repository.
Technical Complexity: Requires API integration with a third-party service (Marketo), which may necessitate new authentication protocols, data mapping, and error handling logic not previously scoped.
Resource Impact: This will likely require additional developer and QA hours, potentially impacting the Q4 development timeline for the "Advanced User Permissions" module.
Budget Impact: Potential cost overrun due to unscheduled development and testing effort.



4. Suggested Actions & Repository Updates


Immediate Action:

Flag for Review: The Project Manager should create a formal Change Request based on this finding.
Clarify with Client: Schedule a follow-up meeting with David Miller to define the specific data points, API requirements, and expected performance for the Marketo integration.



Suggested Requirement Repository Update (Pending Approval):

Create New Requirement REQ-DASH-007:

Title: Marketo Data Integration for Reporting Dashboard.
Description: The Reporting Dashboard shall connect to the InnovateCorp Marketo API to display real-time marketing analytics. Specific metrics to be defined.
Status: Proposed.





5. Proactive Stakeholder Alerts Triggered

Project Manager: Sarah Jenkins (Urgent: Scope change evaluation required)
Lead Developer: Tom Chen (Info: Potential new integration workstream)
Sales/Account Manager: (Info: Opportunity for change order/contract update)