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Business Analysis Study Notes

Certification Notes for Business Analysis Certification Complete Connect:


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    April 2020
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  Business Analysis  Geet Sehgal     ○ Allow the Org. to grow by   ○ Product owner, CEo , developer, product manager, project manager  etc.  ○ All activities necessary to identify Business Problems and find their  solutions : Not simple  - Three major levels of detail usage :   - Enterprise level :   - Identifying problems  - Developing case  - How to express the outcomes  - Agile :   - Project charters and scope documents  - Without solid analysis there is no basis of this  - Identify stakeholders , express stakeholder etc. is  dependent on the SDM  - Waterfall SDM :  Operational Business Analysis : SFR & SQR (non functional  requirements)  - Traditional SDM   1. Applications are packaged these days. Organisations needs change so  adjust workflows etc to take full advantage  2. It’s a hot topic globally  3. BA still approves the business probability of success  1.  1  REQUIREMENTS :          - Understanding what they are :  - Feature that a future solution has to enable  - A function that a future solution has to execute  - Xyz  - Xyz  - Depends on SDM and Lifecycle :  - 4 fundamental types of requirements :  - Business​ Requirements : Very high level and a typical project will  express very few  - Stakeholders​ Requirements : Segmented about the stakeholders  involved  - Solution requirements : Segmented further to enable the solution  about the technology involved. There can be very large number of  solution requirements  - Transition requirements : Detailed and bridges the gap between the  current solution available today and the future solution.  Details on each type :  Business Requirements : Executive level  - Primarily to prioritize and resource project : Charts and Diagrams  - In Agile : epics, features and user stories  - Defaults recommended structure : need/ want/will/should do something ex :  Increase sales by x number this quarter  Stakeholders requirements : Self authored by various ​stakeholders  2  - JRP’s   - Workshops  - Interviews  - Limit premature technology requirements          - Can be expressed as simple statements, use cases, workflows etc using  models and structures  - Agile : User stories (can be utilised anywhere)  - I,We,can,cannot, do, without etc. (statement structures)  Solution requirements :  - Come in two flavours : Solution functional requirements, non functional  requirements  - Analysis of IT systems, stakeholders and business requirements, Associated  stakeholders i​ nterviews (IT Group)  - List of functions : solution use cases, prototypes, mockups, process models,  data models, user stories,    - Calculation  - Deviation rules  - Authority rules  - Event responses  Quality solutions requirements :  - Legal requirements  - SLA  - Corporate standards  - Reliability/Availability/Maintainability/flexibility/useability  Transition requirements  3  - “As is” to “to be”  - Interfaces  - Database conversions  - Training programs and   - Job aids          Examples: ​Sales personnel​ must attend xyz before using xyz solution  Transition requirements feeds into the new business requirements :  If you ignore one that becomes a gap. The volume of the requirements have to be  right at the right size.  Agile SDM :   As late as possible  Waterfall or other :   In the initial phase  Requirement is definitely non trivial  Technique and tools :   BA is the process of studying the Process and suggesting solutions to any  roadblocks.  3 levels :   Strategic : Visions, goals, strategy  Tactical : initiative level, t​ echniques​, interviewing, baselining, benchmarking etc.  functional ​decomposition  Operational : Initiative, themes, business epics, arch. Epics, user epics, user stories.  Work on specific business analysis.  Process mapping, lessons learnt analysis, etc.   Very few use this bifurcation. Not necessarily a BA does what a BA should and vice  versa    4          Requirements​ solutions groups :  Tools -   1. BPMN, activity diagrams and DFD’s  2. BA, ERD’s, Entities, types, user views  3. Business rules :  4. Backlog maintenance matrices  5. Story workshops, requirements discovery workshops  6. Story points, function points  7. Write business use cases : Interaction between the technology solution and  the people using it.  IIBA - 2008 survey insights  1. Brainstorming  2. Change requests  3. Interviewing skills  4. Acceptance testing  5. Visual diagrams : process model, data models  6. Issue tracking  7. Workshops  Prototyping, impact analysis, document analysis, test case  BOTTOM LINE:   Not trivial and substantial      SDM - Software Development Management    5          4 types of SDM and influence:  1. SDLC is a workflow of delivering and maintaining   - Requirements doc, databse design etc  -  Major player in defining the solution  Levels of intensity : Timings, form in which things are documented, ad-hoc aka  chaotic approach.  Cal pal tal method :  System development lifecycle change to SDM  BA is typically a member of the change review board.  Iterative methodology :   Inception, elaboration, construction, transition  Focus of the requirements is release specific.  Agile approach 12st century :  Manage change by m ​ aintaining communications​ between the developer and  business community.  One of them is SCRUM approach :   Includes a full time BA is its a complex thing.   BA you will not be able to pick the ideal methodology but you can significantly  improve the methodology at place  WATERFALL​ METHODOLOGY :  6          1. Manufacturing approach - Might be involved in creating a case, P ​ resentation  to sr. management.   2. SMEs and developer defines transition requirements.   3. Acceptance change are fed to change management process. The BA will be a  major player in the analysis.   4. Testing is not a recognised responsibility still BA performs sometimes. Verify  and Validate  5. Iterative methodologies : IBM Rational Unified Method  Role :  The BA :  > Each phase is similar to your role in Waterfall process : Mission statement and  high level ​business objectives  > Each goes through various iterations to get to final product.  > Typical Requirements elicitation etc. : Separating activities   OOSD : UML - Daigraming symbols :  Use cases are a great documentation method from a user POV  UML allows for extension : then leads to SME’s Use cases  Transition phase :   Creating test plans, test cases  Help the development team to transition from the ​development phase.  AGILE   1. Highest priority : Early Valuable software, Changing requirements, Work  together daily  7          2. Face to face conversations for most effective and efficient way to transferring  knowledge  3. The BA as product owner, the BA as developer and the BA (overall)  4. With any ​communication​ about the product, some degree of information  about the following required  - The Vision  - The Strategy  - High level stakeholders requirements  5. Sufficient solution as per the need of XP, Crystal, DSDM, Kanban, FDD, SCRUM  Approach or scrum/XP hybrid  6. Each small chunk is a known as sprint : goes through the following iterative steps  - Analysis  - Design  - Coding   - Testing  - IN XP (User story is developed) : Estimate and c​ oordinate​ individual work   The project starts with vision : Or any other form of representation  - Define: business problems it’s going to solve  - Features  - Benefits  - Characteristics  - Performance  - Reliability  - Platforms   - Standards  - Applications  Essentialities of AGILE:  8          Most common is a “Product Backlog”  - Kanban board  - Feature set or something similar  - Product owner maintains the backlog and BA is tasked with it  - Contain Business epics, requirement, user story formats used to elicit  - Backlog lives : Agile team prioritizes the log : Mostly informal  Notes can be on a napkin are also as an acceptable form.  Scrum and scrum XP hybrids : THe role of anyone in an agile team is fluid and can  change at any moment as per the requirement of the project based on the user  story.  Hence require : High flexibility and many skills   The BA needs a versatile set of tools to satisfy the agile premise. Decomposing or  flushing out :  True balancing act to find the requirements are good. The BA facilitates the  requirements for the sprint. The team may have to intervene.   Intent of the requirements are much needed too.   The responsibility :  Also, Testing reports for the developers  Research : Agile succeed more than structured or spiral approach. ​Organizations  are pushing the size envelope. Complexity and rate of change is increasing  continuously.  2. Future :  Likely scenarios :  9          Actual Duties vary from one to next organization. Sometimes it’s very senior  positions. Recognize the importance of these.  Mostly these are super users of applications and find suitable solutions to  problems from users perspective.  Mostly some people wear these three major hats :  - Natural analysis skills which need fixing  - Professional trainings are sometime much needed  - Courage to ask anyone tough questions and challenge the status quo  - Ability to analyse the facts and identify the need of improvement areas  - None of these computer expertise  - These are valuable in anyone in any organization  These are core skills for anyone to survive in 21st century.  Candidates who can do BA have high level problem solving capability.   Another dimension of learning : 1. Reading  2. ​Writing   3. Arithmetic  4. Speaking   LEAN Business analysis :  Connect with G ​ eet Sehgal​ below:  Click here  Click here  Click here  Click here  Click here  Click here    10                11