Tuesday, 01 February 2011 14:13

How a Business Analyst Should Prioritize Knowledge Transfer

Written by 
Rate this item
(0 votes)

Kupe_Blog_Feb1My friend and fellow author on BA Times, the Bad Ass BA, just wrote an article, The Bad Ass BA Observes the Hunt for the Right Business Analyst.  In the article she discusses different types of business analysis job requisitions that are currently on all the job boards.  One type that she highlighted got me thinking about an issue which companies deal with every day.  The type of job requisition she touched on was the "clone the 25-year veteran who just retired" job opening. This is where a hiring manager wants to have someone with the exact experience and knowledge of someone that has been working on the same application and with the same customers for years.

Why do some hiring managers need that?  They have relied on that one person to work on that application and with the customer base far too long.  Why do they do that?  A big reason is that the customer gets comfortable with a particular individual and they do not like change. So as long as the person they love does not want to pursue other opportunities they will stay there until they leave the company due to a staff reduction or reach retirement age. 

This particular post will not address the ways a BA manager can help spread the knowledge to avoid this situation.  An earlier blog post, The Sadness of the Silo'd BA, touched on this subject. This post will focus on what the new BA who is replacing the long established BA should focus on to be most effective. Until organizations start pairing BAs, BAs will be in silos and will continue to be the only ones with certain knowledge.  Coming onto a new project team, a Business Analyst needs to obtain as much information from the departing BA as possible. If you are the incoming BA there is so much information you need that it often feels like you are drinking from a fire hose. You have limited time with the outgoing BA, so you have to prioritize the topics you cover. 

Conventional wisdom may lead you to believe the main priority should be the application(s). That in fact should be the lowest priority.  Yes, you need to learn the features of the application and as much about the application as possible, especially if you are also responsible for production support.  But there are other team members that often have knowledge about the application.  QA Analysts and developers have in-depth knowledge of the application, so use them for support until you have had time to get caught up on the application. 

Your top priority should be focusing on the stakeholder(s) who may be most upset about a new BA coming onto the project.  Have the departing BA schedule time with those stakeholders to personally introduce you one-on-one.  It is in your best interest to make these stakeholders feel comfortable. Ask them what you can do to make the transition easiest on them.  The reality is that the departing BA is departing.  The stakeholder may be upset, but if you ask for their input on making the transition smooth you are taking the first step in winning them over. 

Next, get the departing BA to give you a brain dump on how all the stakeholders like to communicate.  Which ones like formal meetings and which ones prefer hallway conversations?  Get a list of those that like formal documentation and those that do not require formality. Understand what communication medium the stakeholders prefer; email, text, phone, face to face, etc.  What stakeholders are usually positive on projects, which ones bring conflict?  Are there stakeholders that don't get along?  Are there stakeholders that dominate meetings?  I think you get the gist of where I am going.

The BA who is departing understands and subconsciously considers all these factors when interacting with each individual stakeholder.  That's why they love him/her. Since it has become second nature for the departing BA, it may not be easy for them to think of the answers to your questions. 

The easier thing for the departing BA is to give you a demo of the application.  Fight the urge to allow that to happen unless you have the time - after the analysis of the stakeholder(s) has been completed. 

My one warning on the subject is to validate what you have been told.  We all have biases and the departing BA may bring theirs when answering these questions.  Take into consideration what you have been told - but make your own final judgment as you interact with these individuals.

All the best,

Kupe    

Don't forget to leave your comments below.

Read 3587 times Last modified on Tuesday, 27 March 2012 13:46
Kupe Kupersmith

Kupe Kupersmith, President, B2T Training, possesses over 14 years of experience in the business analysis profession. He has served as the lead Business Analyst and Project Manager on projects in the utility, television and sports management and marketing industries. Kupe is a Certified Business Analysis Professional (CBAP) through the IIBA. Kupe is a trained improvisational actor and performed for years in clubs around Atlanta.  He is a big believer that we can work and learn while having fun. Kupe is a connector and has a goal in life to meet everyone!

Comments  

 
0 # Cecilie Hoffman 2011-02-01 08:10
Kupe, ooh ooh, you have just confirmed that my next article should address the four areas of experience that a well-rounded BA should have. I want to sound the bell for what you said about finding out the preferred communication modalities of the stakeholders as part of knowledge transfer, *and* drum roll on that bell with respect to validating what you have been told before you belive biases. For example, learning that all the sales people love phone calls and will respond to email a month late can be acted on with little risk. Learning that Ms. PeachFuzzSweate r is a pain in the patoutie and should be the last person consulted on any issue needs careful, thoughtful, respectful consideration before acting on that advice. There is an opportunity for the new BA to turn a difficult situation into a new positive relationship. Just because the former BA had a problem with Ms PeachFuzzSweate r doesn't mean that the new BA will have the same problem. Moreover, it is more than likely that this stakeholder would be thrilled to be treated as an important stakeholder, consulted early in the process, and kept in touch with on a regular basis, just like all the other stakeholders.
Reply | Reply with quote | Quote
 
 
0 # Susan Berger 2011-02-01 20:50
Kupe, good article with concrete ideas, but how often is the incumbent still there when you get hired for a new job? Not sure I've ever had that happen in my career. Usually by the time the hiring gets done, the incumbent is long gone and you are left to sink or swim on your own.
Reply | Reply with quote | Quote
 
 
0 # Kupe Kupersmith 2011-02-01 23:01
@Cecilie - I'm glad we are inspiring each other! You definitely have to consider the messenger! @ Susan - You are correct. Thanks for bringing up that point. There are times when the incumbent is long gone. Fortunately for me, I have had instances where I had access to the incumbent. If the incumbent is gone there are others that can help. Projects did not stop when the incumbent left (at least I hope not!). Find out who has been working with the stakeholders and take them to lunch for a good brain dump. Then it is time to dive in and start using those relationship building skills we all need. The priority still remains the same. Just because you don't have the incumbent to make the connection for you, you should still focus on the stakeholders first...then the application.
Reply | Reply with quote | Quote
 
 
0 # Sue Hania 2011-02-03 03:16
I agreed with Kupe's point about digging into the relationships helps to understand the environment you are about to be launched into. Hopefully we all have the common sense to use your instincts when considering opinions, but use the facts to guide you to use the right stakeholders. It's up to the new person to build a new relationship. I also like to gather information on what works and what doesn't. Cecili e, I'm looking forward to your article!
Reply | Reply with quote | Quote
 
 
0 # Bennett M 2011-02-03 12:27
Hmmm...interest ing. I've always wondered who is the more ' valuable ' person in the dept/organizati on. The person who has accumulated 25 years of experience and is an SME whom many are dependent upon for in-depth knowledge, or the higher-ranking Execs who possess far more soft skills but are easily replaceable. A VP of Marketing can be replaced by another VP of marketing from elsewhere, but how do you replace a 25 year SME veteran ? Now, the peculiarities of various stakeholders can be discerned from other staff members. Quite likely they've felt the same way of those individuals as the 25 year veteran. What poses the greatest challenge is how to extract 25 years of material into 2 weeks of condensed brain drain. And that's assuming the veteran is willing to engage in such an exercise. In fact, many of them tend to be reluctant and prefer to coast by their last few weeks in relative comfort. In addition to Kupe's suggestion, I would recommend making their last 2 weeks the best they've every had at the organization. Let's face it, they deserve it after such a long tenure and hopefully the vet would reciprocate by sharing their wealth of knowledge even after they've left the company if and when called upon.
Reply | Reply with quote | Quote
 
 
0 # Kupe Kupersmith 2011-02-04 02:08
@Bennett M - what a great tip to build/secure that relationship with the departing BA. Thanks for sharing.
Reply | Reply with quote | Quote
 
 
0 # Penny Mallet, Dallas Tx 2011-02-04 02:16
Wonderful....Ku pe!
Reply | Reply with quote | Quote
 
 
0 # @Karen 2011-02-04 03:08
Kupe, Great article, but I have a followup article for you. What you should do if your the silo'ed BA! (Unless that has been written, but my search didn't find it). Keep writing!
Reply | Reply with quote | Quote
 
 
0 # Kupe Kupersmith 2011-02-04 03:19
Thank @Karen. Very clever username by the way! Should I have written "@@Karen"? Anyway, let me ponder more on the silo'd BA and see if I have new info for a blog post. In general the silo'd BA like any other BA needs to work on relationship building skills. As long as you keep reading...I'll keep writing!
Reply | Reply with quote | Quote
 
 
0 # Lynne Forrester 2011-02-08 04:53
Please, more on silo'd BAs.
Reply | Reply with quote | Quote
 

Add comment