Business AnalysisThe Fundamentals

Learning ObjectivesReceive and develop for approval a business requirements document for a new report request within a specific timeframe.

Complete a face-to-face requirement gathering session with trainer.

Complete a face-to-face requirements review session with trainer.

Define Business Analysis

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Business Analysis is the practice of enabling change in an organizational

context, by defining needs and recommending solutions that deliver

value to stakeholders.

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Execution of Business Analysis

Do you know what the current status of the project is, because if not then you cannot enable change.

Current vs. Future Status

A business need is something that will: save a resource, increase a resource or reduce an expense. A want is everything else

Needs vs. Wants

You are the architect – define the solution, illustrate the value, implement and evaluate the response.

Solutions & ValueSolutions & Value

Defining

needs

Enabling

ChangeBusin

ess analy

sis

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If (PM – BA) = ChaosAnd (PM + BA) = Solution Then BA = [ ]

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Actors Involved in Business Analysis

Business OwnerThe person or entity that is the owner/leader of the functional area being evaluated.

Project ManagerThe person who is in charge of the overall project that works in conjunction with the Business Owner.

Business AnalystYou. The person that asks the questions, develops the solutions and prepares the documentation for the process to work.

Action PersonnelAll other personnel involved in the project that have an action item related to or in support of the project that does not fall into the first three categories.

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Our Sweet Spot

The business analyst is the center of attention during the project start phase because this role will be the point of contact for various roles in each of the three major players.- Coordinate with subject matter

experts- Coordinate with

development/technical personnel

Business AnalystProject

Manager

Action Personnel

Business owner

The Business Analysis Process

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Is it truly a problem if you don’t know it’s a problem?

- Probably every PM ever…

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Business Analysis Process

Step 1Understanding the “why” for the project. Complete the business requirements and begin developing project timeline.

Step 2Developing the “how” through course of action (COA) evaluation. Targeting the “when” by conducting asset evaluation. Securing the “who” from the Project Manager.

Step 3Create the “what” in functional requirements. Submit for approval from business owners.Finalize timeline to transition to the development phase.

Step 4Evaluate the “where” -> where along in the development process are we?

Define results in after action review.

Gather & Receive

Evaluate & Assess

Supervise &

refine

Develop &

Approve

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When Do I Engage?The project management cycle begins with creating a plan, but can you make a plan if you don’t know all the facts?

Business analysis starts before the project management life cycle (PMLC) even begins.

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Business Analyst QuestionsWHY: Why does the business owner need this report? HOW: How will the business owner use this report?

-> How will this report improve process, increase efficiency, increase revenue?WHEN: When is the report needed? When does it need to be delivered?WHO: Who is in the population? Who is going to receive this report?

-> Can this person/entity receive this type of information?WHAT: What are the parameters required for this report?

- > Time, demographics, geography, financial, etc. WHERE: Where do I send this report? Where [how] will the BO measure the results?

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No.

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Gathering Information

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Elicit details in order to gather information through open-ended questions.

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Information Gathering

Information is best gathered when there is a conversation occurring

between two or more people. Schedule a requirements session.

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Requirement Etiquette

Do’s Don’tPrepare complete, clear, correct and consistent requirements documents.

Prepare illustrations and process guides for complex concepts & situations.

Confirm or annotate any assumption.

Follow standard technical writing guidelines.

Rehearse prior to submission meeting.

Document referenced material.

Provide incomplete requirements to someone in the business that could assume they are final.

Provide unrealistic expectations.

Make assumptions without support documentation.

Use poor grammar or writing skills.

Just “wing” the meetings.

Practical Exercise

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Practical Exercise

Business Owner

Business Analyst

✳ An employee of HCSC is needing a report developed for the implementation of a new wellness program their client is initiating. He is looking for your help to understand Aerial.

✳ You’re the business analyst assigned, how do you begin the process helping your client?