a business analysis perspective on business process management
TRANSCRIPT
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A Business Analysis Perspective on Business Process Management
October 2013
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Discussion Points
! Why have Roles?
! What is Business Analysis?
! Who is the Business Analyst?
! Business Analysis & Business Process
Management
! Business Analyst as a Business Process Analyst
! What’s Next?
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Why Roles?
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Process
Role
Tool
Information
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Business Analysis
Transforms organizational
needs
into solutions through
controlled organizational
change
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Business Analysis V2* Definition
! “..the set of tasks and techniques used to work as
a liaison among stakeholders to understand the
structure, policies, and operations of an
organization & recommend solutions that
enable the organization to achieve its goals.”
6"* International Institute of Business Analysis ©
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Business Analysis V3 Draft* Definition
the practice of
enabling change
in an organizational context
by defining needs
and recommending solutions
that deliver value
to stakeholders
7"
IIBA Business Analysis Core Concept Model
International Institute of Business Analysis, BABOK® Guide v3 Draft
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Shifting World
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Evolving Capabilities
! Tools & Methodologies & Standards
– Cloud Computing
– Business Process
Management
– Agile Development
– Enterprise Architecture
– Business Analytics
– Business Rules & Decision Engines
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Business Analysis is the 1st step in effective organizational
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Business Analysis Body of Knowledge® V2
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Business Process Management Process
Level Change System Operational System
Enterprise • Create process architecture • Develop Process Measurement
system • Align processes
• Manage enterprise processes
• Monitor & report on process performance
Process • Understand processes • Analyze processes • Redesign processes • Implement redesigned processes • Roll-out redesigned processes
• Manage & execute specific processes
Implemen- tation
• Implement projects to support process change (e.g., IT, HR) !
• Resource & support functions (e.g., training, Information Technology)!
Define & prioritize changes
Define & prioritize change Institute & align continuous improvement
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Business Analysis in BPM Process
Level Change System Operational System
Enterprise • Create process architecture • Develop Process Measurement
system • Align processes
• Manage enterprise processes
• Monitor & report on process performance
Portfolio • Understand processes • Analyze processes • Redesign processes • Implement redesigned processes • Roll-out redesigned processes
• Manage & execute specific processes
Projects • Implement projects to support process change (e.g., IT, HR) !
• Resource & support functions (e.g., training, Information Technology)!
Define & prioritize changes
Define & prioritize change Institute & align continuous improvement
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! Operates at Different Levels in the Organization – Identifies need for
change
– Formalizes change
– Implements change
! May be only a piece of someone’s job
! May have different titles
Business Analysis in the Organization
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Business Analysis in the Organization
Defines, Aligns & Informs Strategy
Optimizes Business Capability
Delivers Change
Supports Operations
Enterprise
Business Unit or Portfolio
Project
Production
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Business Analysis in the Organization
! Job
! Role
! Discipline
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Who does Business Analysis?
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! Anyone who analyzes a business to provoke, prioritize, or prevent change
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BA as Business Process Analyst Process Level Change System BA Titles
Enterprise • Create process architecture • Develop Process
Measurement system • Align processes
" Enterprise Architect " Business Architect " Enterprise Business
Analyst " Solutions Architect " Systems Design Analyst
Process • Understand processes • Analyze processes • Redesign processes • Implement redesigned
processes • Roll-out redesigned processes
" Process Architect " Process Owner " Business Rules Analyst " Business Systems
Analyst " Business Process Analyst
Implementation • Implement projects to support process change (e.g., IT, HR) !
" Business Analyst!
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Business Analysis Competencies*
! Discipline Competencies
– Specific to business analysis
– Tied to Knowledge Area tasks
! Foundational Competencies
– Six Underlying areas
– Critical to the role but not unique to
the business analysis
*Based on IIBA BA Competency Model
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Discipline Competencies
Enterprise Analysis
Solution Assessment &
Validation
BA Planning & Monitoring
Elicitation
Requirements Management &
Communications
Requirements Analysis
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Enterprise Analysis " Identify and define business needs
" Identify opportunities for improvement
" Understand overall business structure, strategy and impact on work
efforts
" Understand organizational culture, structure and impact on work efforts
" Understand business architecture and can assess capability gaps
" Identify and propose possible solution approach
" Describe and select a solution approach from a number of different
options
" Define the new capabilities that the project, iteration
or work effort will deliver
" Determine justification of investment for proposed solution
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Business Analysis Planning & Monitoring
! Select appropriate business analysis approach
" Evaluate project complexity, assumptions, constraints and dependencies
" Identify all stakeholders
" Determine stakeholder influence and relationship needs
" �Build and manage stakeholder (internal and external) relationships
! Develop a business analysis work-plan to manage own and teams activities, tasks, deliverables and schedule
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Business Analysis Planning & Monitoring
" Develop effective communication plan to meet project and stakeholder needs
! Plan requirements approval and change
! Identify and communicates risks and issues that may require changes to plans or scope
! Measure and track quality of business analysis work
! Report on business analysis measurements
! Improve business analysis performance by taking preventative and corrective action
! Comply with and upholds organizational standards
! Respond to changing organizational priorities
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Elicitation
" Ensure appropriate stakeholders are involved in
elicitation activities
" Obtain needed information from stakeholders
to form requirements
! Capture information provided in elicitation
sessions
! Validate requirements with stakeholder
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REQ Management & Communications ! Obtains the needed approvals on solution requirements
! Manages changes to requirements
" Manages conflicts and issues to resolution
" Traces requirements from business case to implemented solution
! Leverages the uses of traceability
! Identifies and maintains requirements for reuse
! Prepares requirements documentation
! Presents requirements in understandable format
! Confirms that stakeholders have a shared understanding of requirements
! Uses appropriate communication method based on stakeholder
! Assesses impacts of changes to requirements
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Requirements Analysis
! Prioritizes requirements effectively based on factors including business value, cost to deliver and time constraints
" Organizes and synthesizes large amounts of information provided by stakeholders
" Understands appropriate use of various analysis techniques
! Develops abstract models that describe a business domain
! Identifies and communicates factors other than requirements that affect which solutions are viable
! Ensures that requirements and models meet the needed quality to effectively guide further work
" Ensures that all requirements support the delivery of business value, fulfills goals and objectives, and meets a stakeholder need
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Solution Assessment & Validation
! Assesses solution proposals and demonstrate which proposal will be most effective
! Allocates stakeholder and solution requirements among solution components to maximize business value
" Assesses the organizational readiness for the new solution
" Defines capabilities and requirements to support transition to new solutions
" Validates that the solution meets the business need
! Determines the most appropriate response to identified defects
" Measures and evaluates solutions for value and opportunities
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Underlying Competencies
Analytical Thinking & Problem Solving
Behavioural Characteristics
Communication Skills
Business Knowledge
Interaction Skills
Software Application
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Underlying Competencies
Analytical Thinking & Problem Solving • Creative thinking • Decision Making • Learning
• Problem Solving • Systems Thinking
Behavioural Characteristics • Ethics • Personal Organization • Trustworthiness
Communication Skills • Oral • Teaching • Written
Business Knowledge • Business principles
& practices • Industry knowledge • Organization
knowledge • Solution knowledge Interaction Skills
• Facilitation & negotiation
• Leadership & influencing
• Teamwork
Software Application • General purpose applications • Specialized applications
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What’s Ahead?
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What’s Ahead in the Market?
Increasing frequency & magnitude of changes
! The most successful companies will
– Adopt standards & practices (Business Analysis,
BPM)
– Increase formalization of BA & BPA roles
– Embrace the discipline of business analysis from
enterprise to implementation level
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What’s Next?
Your Responsibility
! Understand change system within your organization: activities performed, functions involved
! Ensure participants understand their contribution to successful outcomes
! Adopt industry standards (BABOK Guide) & formal roles to clarify responsibilities & ensure consistent outcomes
If you don’t do something today, you will be late tomorrow (Miroslav Zielinski)