funda of business analysis

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Bite sized tr aining sessions: Fundamentals of Business Analysis

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Page 1: Funda of Business Analysis

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Bite sized training sessions:

Fundamentals ofBusiness Analysis

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Objectives 

• Analyse the reasons why the fundamentalcomponents of all Business Analysis tools

and methods must be the same

• Examine fundamental components of

Business Analysis

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There is a chain of reasoning that leads from the statement of a problem to the implementation of solutions… 

POST-IMPLEMENTATIONBusiness Analysts feed back to the Owner how well their 

measure of success has been achieved

Owners defines measures of success and $targets

…Business Analysts confirm & document  

Strategists determine the strategy to hit the targets…Business Analysts help do market research, create strategy, challenge &

documentSponsors establish a Programme that delivers the strategy

…Business Analysts document Programme TOR 

and help build the Business Case

Programme Managers

Institute Projects that implement the programme…Business Analysts document the Project TOR  

Project Stakeholders …Business Analysts specify requirements for 

Projects (in the Business Model)

Design Analysts design solution that satisfies the requirements…Business Analysts write functional specifications, protect 

requirements & document compromises

Project managersImplement solution

…Business Analysts help with -Process and data migration

-Cutover planning-Rollout

Solution Builders & Businesstest solution…Business Analysts ensure tested against requirements 

Solution Builders build solution

…Business Analysts protect requirements & document compromises 

UsersAccept solution…Business Analysts help with 

-$MEASURING $BENEFITS $REALISATION

Setting the scene: scope of the Business Analyst role

$Money!

…involving up to 10 groups of people… 

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Stakeholders

Drivers

Objectives Objectives Objectives Objectives  Objectives

Drivers  Drivers Drivers

ChangeRequirements

ChangeRequirements

ChangeRequirements

ChangeRequirements

ChangeRequirements

Chain Of Reasoning:

Change Requirements must be assumed to be wrong until they are  proved to beright

Stakeholders

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Scope of analysis of change

requirements

• Change requirements can be for (amongst others)  – Processes

 – Organisation units – Locations

 – Channel

 – Data – Applications

 – Technologies

 – Non-functionals

…oh – and the valid intersections!!!

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Change Requirements Scope -

Example

• We need to change how we take orders (process)… • …by the tele-orders team (organisation unit)… 

• …at our Leeds contact centre (location)… 

• …by phone or email (channel) 

• …to capture alternate delivery addresses (data)… • …on the Chordiant system (application)… 

• …running on the intranet (technology)… 

• …and make it available 24/7/365 (non-functional).

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Fundamental Components of

Business Analysis

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All the Links in the Chain Of Reasoning

 The problems / opportunities that

the business face

 The measures and targets that willenable us to declare the change

project has been successful

Driver 

ProjectObjective

ChangeRequirement

Business Rule

 Addressed asmeasured by

Delivered by

Enforces

Definitions of what changes are requiredthat will affect the measures of success

(objectives) sufficiently for the project tobe declared successful

What rules must be implementedby the changes specified in the

requirements

Description

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How to forge links in the Chain Of Reasoning

Problem / opportunity analysis

SMART objectives

Business… Functional… 

Non-functional… 

…high level  …mid level  

Process modelProcess specification

Non-functional specificationsData model

Attribute specification

…low level  

Driver 

ProjectObjective

ChangeRequirement

Business Rule

 Addressed asmeasured by

Delivered by

Enforces

Specific  – there is a precise definition of the objective

Measurable  – there are units that the objective will be measured in

Achievable  – the measures can be achieved ‘in the real world’  

Relevant  –this project will actually affect this objective

 To-die-for – the project has failed if it does not achieve the

objective

Analysis products

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All methods and all approaches HAVE to cover all links in the Chain OfReasoning

Driver 

ProjectObjective

ChangeRequirement

Business Rule

 Addressed asmeasured by

Delivered by

Enforces

Problems

OpportunitiesThreats

Constraints

Agile “product backlog” 

7 types of ISEB requirements

6 types if IIBA requirements

Vision

Benefit

Target

Agile “product backlog” 

More process and data modelling

than you can shake a stick at

AKA… 

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EXAMPLE way of documenting… 

Problem / opportunity analysis Driver 

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Problem / opportunity analysis

SMART objectives

EXAMPLE way of documenting… 

Driver 

ProjectObjective

 Addressed asmeasured by

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EXAMPLE way of documenting… 

Problem / opportunity analysis

SMART objectives

Business… Functional… 

Non-functional… 

…high level  …mid level  

Driver 

ProjectObjective

ChangeRequirement

 Addressed asmeasured by

Delivered by

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EXAMPLE way of documenting… 

Problem / opportunity analysis

SMART objectives

Business… Functional… 

Non-functional… 

…high level  …mid level  

Process modelProcess specification

Non-functional specificationsData model

Attribute specification

…low level  

Driver 

ProjectObjective

ChangeRequirement

Business Rule

 Addressed asmeasured by

Delivered by

Enforces

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EXAMPLE PROCESS RULES

ConductTraining

Time to startTraining course

ProvideBA support

Monitor Analysis

quality

BA requestssupport

Analysis PhaseOf Projectconcludes

 A BA can request one of 4 types of support:1. Phone or email based query about a specific point2. Informal review of a project deliverable3. Formal review of full set of project deliverables4. Facilitated workshop of how to apply analysis to a specific project

1. In the case of phone or email query about a specific pointthe BA poses the question and the training provider will provide guidance for how the technicalities of Business Analysis apply tothe problem

Informal reviews of project deliverables will be done by email and will only discuss the technicalities of Business Analysis in relation tothe document

Formal reviews will involve the BA sending the full set of Analysis deliverables to the training provider who will critique them from atechnical perspective and then deliver the feedback in a one-to-one structured feedback session on the client site

Facilitated workshops will be initiated by the BA - the training provider will supply workshop agenda and prerequisites which the BA

will use to organise the workshop. The training provider will then facilitate the workshop for the project.

Process execution rules

Process dependency rules

1. Who is interacts with process2. Where they are3. Availability of process4. Volumetrics5. Performance of process6. Security & Authorisation levels

Non-functional Rules

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Course

Delegate

AnalysisDeliverable

 Attends

Supplies

EXAMPLE DATA RULES

Support Type

Data relationship rules

receives

1. Who is allowed access to the data?2. How long must this data be kept?

3. How many instances of it must be supported?

Non-Functional Rules

Attributes

1. Name2. Start Date3. Course duration

Attributes1. Name

2. Contact details

Attributes1. Name2. Content

3. Review feedback

Attributes1. Name

2. Description

Course.Start DateDefinition: the date/time the course is scheduled to start

Data type: NumericSize: 12Domain: DatetimeData rules:• Format is DD/MM/YYYY HH:MM• When created must be in the future• Cannot be a Saturday or Sunday or Bank Holiday

Data content rules

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Conclusions• There is a chain of reasoning that leads from the statement of a problem to

implemented solutions

• It doesn’t matter how you get from problem to solution – what method or approach –  but you will HAVE to… 

• Define the problem being fixed (drivers)

• Define how you will know they have been fixed (objectives)

• Define what has to change to achieve objectives (high level requirements)

• Define how big the changes have to be to achieve objectives (scope)

• Define what process changes are required (process requirements)

• Define what data changes are required (data requirements)

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BA Q&A (I) - TOR

what factors caused this project to come in to being?  Driver analysis how will you know the project has been successful?  smart Objectives how big is the solution?  scope what applications and technologies will the solutionimpact  scope what data will be migrated?  scope where will it be able to do it?  scope where will the solution impact?  scope who is impacted by the solution?  scope What changes will the project make that will deliver theobjectives? high level functional requirements what processes does the solution cover?  scope & high level functional

requirements what will the solution be able to do?  high level functional requirements 

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BA Q&A (II) – Process & Data Modelswhat is the process sequence of the solution?  process models 

who is involved with each process process models & process non-

functional what are the rules that each process executes?  process logic what data does each process need to be able to

execute?  process logic how fast will each process be?  process non-functional how many transactions must each be able to perform?

 process non-functional

 where will each process be used?  process non-functional who is allowed to use each process?  process non-functional how are all the different sets of data related to each

other?  data model what needs to be known about each set of data?

 data attributes

 how long will data be kept?  data non-functional how much data will be kept?  data non-functional who can access what data?  data non-functional 

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Questions?

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