The Margin LabsThe Margin Labs

Case study

AI-Assisted Delivery & Requirements

Led by LukeAI + ERP
  • Faster backlog creation
  • Traceable requirements
  • Clearer client validation
  • Practical AI, not novelty

Challenge

Discovery information was high-volume, inconsistent and hard to convert into delivery-ready backlog items, slowing every ERP implementation down.

What was built

Redesigned requirements collection using AI voice-to-text, trained model workflows and structured prompts, translating stakeholder language into Gherkin-style user stories, acceptance criteria and tasks.

The story

How it ran.

ERP discovery generates a lot of words. A two-hour workshop with five stakeholders produces dozens of pages of transcript, hundreds of half-formed requirements and an exhausted business analyst trying to turn it into a backlog. The traditional path: a week of writing up, a round of client validation, a round of correction, then another week of rewriting. By the time the backlog landed, the workshop was a fortnight old and the stakeholders had moved on.

We rebuilt the front of the process around voice capture. Workshops were recorded with consent. AI transcription gave us clean, timestamped text within minutes of the session ending. That alone removed the longest delay in the old workflow, but the real leverage was in what came next.

Prompt-engineered structuring took the transcript and produced a first draft in Gherkin form: given, when, then. The structure forced clarity. If a requirement could not be expressed as a behaviour with a trigger and an outcome, it surfaced as a question rather than a vague paragraph. The business analyst became an editor rather than a transcriber.

Acceptance criteria were generated alongside each story, drawn from the same transcript with explicit citations back to the source. Traceability was the non-negotiable: every story carried a link to the workshop minute it came from, every acceptance criterion carried the stakeholder utterance that justified it. Client validation became a comparison exercise rather than a memory test.

The output landed with the client inside two working days. Validation rounds got shorter because the stakeholders could see exactly which sentence had produced which story. Corrections were precise. The backlog made it into the delivery tool with traceability intact, and the delivery team had context the old process never preserved.

The lesson worth keeping: AI here did not replace the analyst. It moved the analyst up the value chain, from transcription to judgement. The structuring was repetitive enough that a model could do it well; the editing was nuanced enough that it still needed a human. Practical AI is the kind that gets used on the next project without anyone calling it AI.

Methodology

The sequence we ran.

  1. 1

    Voice capture: record workshops with consent; minimise the delay between session and transcript.

  2. 2

    AI transcription: clean, timestamped text within minutes, not days.

  3. 3

    Prompt-engineered Gherkin: force every requirement into given-when-then form; surface ambiguity as questions.

  4. 4

    Acceptance criteria with traceability: every criterion carries its source utterance.

  5. 5

    Editor-led validation: analysts edit and judge; the model handles the repetition.

Architecture

What sat behind it.

Capture

  • Workshop recording with consent management
  • Timestamped transcription pipeline
  • Stakeholder utterance index

AI

  • Prompt-engineered Gherkin generation
  • Acceptance criteria drafting with source citations
  • Ambiguity flagging back to analysts

Backlog

  • Delivery tool integration with story import
  • Per-story traceability links to source minutes
  • Client validation view

Lessons

What we would carry forward.

  • AI accelerates but does not replace. Move the analyst up the value chain; do not remove them.
  • Traceability is the difference between accepted requirements and contested ones.
  • Force structure early. Given-when-then surfaces ambiguity that prose hides.
  • Practical AI is the kind that gets used on the next project without ceremony.

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