“ba techniques you can use everyday!”...sample scope diagram –cafeteria ordering system. ......

“BA Techniques You Can

Use Everyday!”September 19, 2018 6:00PM – 8:00pm

About the Speakers – Kris Miller, CBAP

Kris Miller received her CBAP certification in December

2012 and has a bachelor’s degree in International

Business from San Jose State University. Kris is also

currently working as a Business Analysis on-line course

instructor thru the UC Davis Extension program. Kris

has also previously served on the IIBA-SVC Chapter

board as the 2017 VP of Membership and VP of

Education & Certification in 2015. Kris is excited to

share her knowledge about IIBA certifications.

About the Speakers – Tami Tactacan, CBAP

Tami Tactacan has over 26 years of experience as a

Business Analyst and is currently a Business Solutions

Analyst at K-LOVE and Air1 Radio Networks. She was

the 2016 VP of Education & Certification for the IIBA-

SVC Chapter, which helped her and some of her study

group participants pass the CBAP exam for the BABOK

v2. She was also the 2017 IIBA-SVC Chapter President.

Tami loves sharing about what she knows about

obtaining her CBAP to help other analysts avoid the

pitfalls she experienced.

Presentation Content

Present One Technique for each BABOK

Knowledge Area

Overview of the Knowledge Area

Overview of the Tasks Within Each Knowledge Area

Review One Technique for Each Knowledge Area

Perform a Technique Activity for One Task within a

Knowledge Area

Business Analysis Book of Knowledge

(BABOK) & Knowledge Areas

The BABOK Guide is the collection of knowledge within the profession of business analysis and reflects current generally accepted practices. It describes business analysis areas of knowledge, their associated activities and tasks, and the skills necessary to be effective in their execution.

6 Knowledge Areas:

1. Business Analysis Planning & Monitoring

2. Elicitation & Collaboration

3. Requirements Life Cycle Management

4. Strategy Analysis

5. Requirements Analysis & Design Definition

6. Solution Evaluation

Business Analysis Planning & Monitoring

The Business Analysis Planning & Monitoring knowledge area describes

the tasks, activities and techniques that are required for successful

definition and planning of business analysis project phase to achieve a

controlled start.

Defining and determining business analysis processes

Identifying stakeholders

Defining roles and responsibilities of stakeholders in the business analysis effort

Developing estimates for business analysis tasks

Planning how the business analyst will communicate with stakeholders

Planning how requirements will be approached, traced, and prioritized

Determining the deliverables that the business analyst will produce

Determining the metrics that will be used for monitoring business analysis work


Task: Plan Stakeholder Engagement

The purpose is to plan an approach for establishing and

maintaining effective working relationships with the

stakeholders.

Involves conducting a thorough stakeholder analysis to identify

all of the involved stakeholders and analyze their

characteristics. The results of the analysis are then utilized to

define the best collaboration and communication approaches

for the initiative and to appropriately plan for stakeholder

risks.

Technique: Stakeholder List, Map, Personas

Used to depict the relationship of stakeholders to the solution

and to one another.

Stakeholder Summary

Name Project Title Project Stake Description

Jane

Doe

Project

Sponsor

Primary end user

of project

solutions

Oversees development of the

project charter, vision and

scope.

John

Smith

Executive

Sponsor

CFO and will

ultimately be

accountable

Approves the final requirements

and ensures they align with the

goals of the enterprise.

Phil

Miller

Quality

Assurance

Sample Ensures projects solutions meets

the quality standards of the

organization.

Document an inventory of Stakeholders Interests

ACTIVITY

Pair up

Think of a recent project

How many stakeholder personas were there?

What would you put on the listing?


Elicitation & Collaboration

The knowledge area is considered the main path for discovering

requirements and design information. It describes the tasks a

business analyst performs to obtain and confirm information from

stakeholders.

It is collaborative

It is not a “phase”

It is ongoing as long as analysis work is occurring

Should not be considered an “isolated” activity

May trigger additional elicitation activities to obtain details to

fill in gaps and increase understanding


Task: Conduct Elicitation

The purpose of Conduct Elicitation is to draw out, explore, and identify information relevant to the change.

Stakeholders may collaborate in elicitation by:

Participating and interacting during the elicitation activity, and

Researching, studying, and providing feedback on documents, systems, models, and interfaces.

Technique: Observation

Used to gain insight about how work is currently done, possibly in different locations and in different circumstances.

ACTIVITY

Following

Directions


Requirements Life Cycle Management

Describes the tasks that business analysts perform in order to manage

and maintain requirements and design information from inception to

retirement.

Maintain relationships between requirements, designs, solution

components and other work products

Ensure accuracy and relevance of requirements and designs

Facilitate reuse of requirements and designs where appropriate

Understand the value, urgency and risks associated with

requirements and designs

Evaluate new and changing stakeholder needs

Help stakeholders reach agreement on requirements and designs


Task: Prioritize Requirements

The purpose of Prioritize Requirements is to rank

requirements in the order of relative importance.

Prioritization is the act of ranking requirements to

determine their relative importance to stakeholders.

When a requirement is prioritized, it is given greater or

lesser priority.

Technique: Prioritization

Used to gain an understanding of a single or small

group of stakeholders' basis of prioritization or

priorities.

ACTIVITY

Write your 5 top

priorities in buying

a car – one per

index card

We will put you in

groups


Strategy Analysis

Describes the business analysis work that must be performed to

collaborate with stakeholders in order to identify a need of strategic or

tactical importance (the business need), enable the enterprise to

address that need, and align the resulting strategy for the change with

higher and lower-level strategies.

Define the future and any transition states needed to address the business

need.

Discover possible solutions to apply the capabilities of the organization in order

to reach the desired set of goals and objectives.

Ongoing activity as changes in the business need occurs or new information

results in an adjustment to the change strategy.

Strategy may be captured in a strategic plan, product vision, business case,

product roadmap or other artifacts.

Strategy Analysis

Strategy Analysis

Task: Define Current State

The purpose of Analyze Current State is to understand the reasons

why an enterprise needs to change some aspect of how it operates

and what would be directly or indirectly affected by the change.

Technique: Process Modelling

Describes how work occurs within the current solution.

ACTIVITY

Making a Pizza

What are the steps?

How do we know we are done?

Strategy Analysis

Requirements Analysis & Design Definition

The Requirements Analysis and Design Definition knowledge area

describes the tasks that business analysts perform to structure and

organize requirements discovered during elicitation activities, specify

and model requirements and designs, validate and verify information,

identify solution options that meet business needs, and estimate the

potential value that could be realized for each solution option.

Describe requirements using analytical techniques

Ensure requirements and designs are internally consistent and high quality

Ensure requirements and designs deliver business value

Structure requirements and designs so they cohesively support the business

purpose

Identify potential solutions

Recommend the solution that provides the greatest overall value


Task: Specify & Model

The purpose of Specify and Model Requirements is to analyze,

synthesize, and refine elicitation results into requirements and

designs.

Technique: Scope Modeling

Used to visually show a scope boundary.

PRESENTATION

Scope

Diagram


Sample Scope Diagram – Cafeteria

Ordering System

Solution Evaluation

The Solution Evaluation knowledge area describes the tasks that

business analysts perform to assess the performance of and value

delivered by a solution in use by the enterprise, and to recommend

removal of barriers or constraints that prevent the full realization of

the value.

Determine how the performance of a solution will be assessed

Assess solution performance to understand value delivered

Investigate solution issues that may be leading to poor performance

Investigate issues external to the solution that may be leading to

poor performance

Identify actions that can be taken to increase the value delivered by

a solution

Solution Evaluation

Solution Evaluation

Task: Recommendations on Solutions

The purpose of Specify and Model Requirements is to

analyze, synthesize, and refine elicitation results into

requirements and designs.

Technique: Decision Matrices

Used to visually show a scope boundary.

PRESENTATION

Solution

Vendor Matrix

Solution

Weighted

Matrix

Solution Evaluation

Solution Evaluation - SampleCriteria ABC Solution Sam’s Software Joe’s JAVA Carrie’s Comp

One Time Set up

Fees

$0 – part of our

current solution

$1,000 $0 $1,500

Annual Cost $8,000 $14,500 $8,950.00 $5,000

Discounts? 3yr Contract; NP

discount

NP discount No NP Discount No NP Discount

Customers Us, NCR, Hertz NY Times, Red Cross n/a CCP and other

small companies

Reporting Expanded dashboards limited n/a n/a

Data Import

capability/Int.

Unlimited import Unlimited import 2 imports a year n/a

Summary Known vendor,

integrates well with

us

Could be a good

solution but pricey

Could be a good

solution but

reporting is needed

Not compatible

with our needs

Grade A B B C

PMI Business Analysis Guide

Weighted ranking Matrix Example Table 2.5

Criteria (Weight)

Items to be

ranked

Increase

Revenues

(Weight .3)

Decrease

Claims

(Weight .4)

Ease of

Implementatio

n (Weight .2)

Cost (Weight .1) Total

Votes

Final

Rank

XYZ Software

Package

1 X .3 = .3 1 X .4 = .4 1 X .2 = .2 2 X .1 = .2 1.1 2

Develop

smartphone

interfaces in-

house

2 X .3 = .6 2 X .4 = .8 1.4 1

Outsource

interface

development

2 X .2 = .4 1 X .1 = .1 .5 3

What Are Your Favorite Techniques?

Conclusion1. Business Analysis Planning & Monitoring

Tasks: Plan Stakeholder Engagement

Technique: Stakeholder List, Map, Personas

2. Elicitation & Collaboration

Task: Conduct Elicitation

Technique: Observation

3. Requirements Life Cycle Management

Task: Prioritize Requirements

Technique: Prioritization


Tasks: Define Current State

Technique: Process Modeling







Conclusion


Tasks: Define Current State

Technique: Process Modeling







Technique Secret!

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