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Tag: Assessment

Why Does my Development Project Need a Business Analyst?

The short answer: Because you want a project delivered on time, meets your specifications, and works for the end customers.

The long answer: The following project is a real example to illustrate the missing pieces and how a business analyst could have made a huge impact. Do you see similarities with a project you have?

Background

A team member (let’s call him Guy) worked with the client managing multiple Excel spreadsheets. Guy saw a pain point and realized he could do something about it. He suggested building a web application with relational databases to help the team. The client liked this idea because they realized this new tool would impact forecasting and reporting – affecting the bottom line.

Guy set to work with the client outlining the project and developing the tool. A talented project manager (Pam) joined the project. Despite Guy’s knowledge of the business process and technical skills and Pam’s attention to detail, this product was behind schedule. The end customers found that this tool relieved some pain points but didn’t address all of their needs or use cases.

What happened?

Why did a product that started out so promising end behind schedule and not fully addressing the end customers’ need?
Simply put, because there was no business analyst. Guy spent his time working with the client to understand the use cases instead of developing the tool. Pam spent the majority of her time collecting the requirements from the client. No one talked to the end customers. The only requirements provided where the “Shalls” included in the contract that did not cover the full scope of the tool. And most importantly, no one ensured Guy spent his time developing instead of gathering user stories.

What does a business analyst provide?

The most important value a business analyst provides is getting the right information to the software developer in the right manner. The business analyst works with the team to make sure the product delivered fits their needs. In this case, a business analyst allows the developer to focus on developing code.

Business analysts bring:
• An understanding of the business needs and the client needs
• A full understanding of user stories and use cases for the end customer
• Detailed requirements translating the customer needs into technical tasks
• Clear communication with the developer to create the right tool
• Detailed work with the project manager to confirm deliverables are on time and meet the contractual obligations

Wrap up

So why should I spend extra money for a business analyst? Because omitting this crucial team player will cost me in time and quality of the final product.

Do you have an example of a project that succeeded because of a business analyst’s work? Do you have a project that could have been better with the help of a business analyst?

From the Archives – The Value of Business Analysis: Assessing Organizational Readiness

Originially Published 10/27/14

One of the key roles of Business Analysts in the solution implementation process is to assess the readiness of the organization to take full advantage of the new solution. This is the role in which the Business Analyst acts as a Change Agent in the organization. Whether this is a software enhancement, new system implementation, business architecture, business intelligence, data, business process, product change, or change implemented by a customer, supplier or regulator, effective communication of the upcoming change to all affected by the change is important to preparing the organization to capture the expected benefit of the change.

The Goal

The goal of an organizational readiness assessment is to make sure that all affected parts of the organization, inside and outside the organization, is ready for a change that is about to take place within the organization. Effective communication is the key element in informing the organization that a change is on its way. The communication plan should include a description of the change, why this change is necessary and being made, how it will impact all the parts (business units) of the organization and the necessary steps of organizational change to prepare for the change. When the change is big enough, simple communication may not be enough to prepare the organization for the change, and training requirements need to be identified.

External Initiated Change

Sometimes a change is initiated by an external organization or agency that impacts your organization. This may be a customer, supplier or business partner that makes a change for their organization that impacts yours; such as they change a system interface you use to get information to or from them, or they change a business process that impacts your processes. Sometimes this is a regulatory agency that enacts a new legislation or guideline that your organization must conform to. This mostly impacts organizations in heavily regulated industries such as financial services, pharmacy or biotech.

Internal Change Affecting Others

Your organization may make a change of its systems or operations that affect your customers, suppliers or business partners. Your communication plan must extend beyond the walls of your organization; you must inform your business partner(s) of the upcoming change, timeline and the expected impact upon their organization.

Internal Change Affecting Only Your Organization

Then there is the change that affects only your organization. Whether this is a system change or operational change, effective communication throughout the organization may determine the success or failure of the change. It may not be that the solution or change was bad or inappropriate for the organization, but the acceptance of the change was not successful. This could simply because affected business units were not informed or prepared for the organizational change; or possibly just not prepared in time for the change.

Elements of the Organizational Readiness Assessment

When assessing the readiness of the organization for an upcoming change, you must assess the organization’s culture, operations and impact of the change on the organizational units. Proper assessment of these elements will give a full picture of the state of the organizational preparedness to make the necessary change to use the new solution.

Culture Assessment

Assess the beliefs, attitudes and feelings of the affected people within the organization and their willingness to accept the proposed change. The goal of this assessment is to determine whether the affected people understand the reason for the change, whether they believe that the change will be beneficial to them and the organization, and they understand why the change is required. So, in general, you trying to determine if the people affected by the organizational change want this change to be successful.

Operational Assessment

Assessing the organization’s operations determines whether the organization is able to take advantage of the new capabilities of the change, and evaluate whether the people within the organization are prepared to make use of the new solution. Determine if training is necessary and has been performed, whether new policies or procedures have been defined, whether IT systems are in place to support the new solution are in place, and whether the solution is capable of performing at the required level to give the organization the expected benefit.

Impact Assessment

Impact assessment assesses whether the people within the organization understand how the change will affect them. Some things that need to be examined are the functions, location, tasks and concerns of these people and the impact of the change on these things.

Transition Requirements

From this organizational assessment you may be able to identify transition requirements; capabilities needed to get from the current state to the new solution. Once the new solution is implemented these capabilities are no longer needed. Training is such a capability. Training on a new or enhanced system, new procedures or business process may be necessary, but once everyone affected is trained continual training is not necessary. For a system migration, it may be necessary to migrate data from the old system to the new system. Once the data is transferred, it will not be necessary to perform that function again. You may have manipulated servers or system communication channels to move that data more easily and quickly. Once the data is migrated, you may remove those capabilities.

Implementation Plan

The organizational assessment may identify transitional requirements, and these may become part of the Implementation Plan. The implementation plan is the plan for implementing the new solution, or how we get from current state to the new solution. The implementation plan will identify the culture, operational, systems and stakeholder changes that must be made to make full use of the capabilities of the solution being implemented. This is the essence of the organizational change; the execution of the implementation plan takes the organization from its current state through the changes necessary to prepare for the main organizational change to take place.

Conclusion

Changes within organizations aren’t just made, they are planned then executed. Assessing the state of the organization and the steps the organization must make, on a culture, operational, technical and stakeholder impact level is necessary to ensure that the organization will gain the most benefit from the new change solution. Proper organizational readiness assessment will help ensure that the organization is prepared to implement a new change solution for the organization and take full advantage of the new capabilities of that solution.

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Requirements Come in Many Forms

ferrer sept23sm“What’s in a name? That which we call a rose 
By any other name would smell as sweet.”
– William Shakespeare, Romeo and Juliet
“You say po-tay-toe, I say po-tah-toe……..You say to-may-toe, I say to-mah-toe…..
let’s call the whole thing off!”
– George and Ira Gershwin, Shall We Dance or Quit This Project?
 
Requirements come in many forms. For concepts slipp’ry ‘twixt our brains
Goals and visions, points of pain. Needs and wants, gaps versus norms
Approaches, scope and upside gains. Costs and plans, assumptions named

A business case, with risks in place. Analysis to gray cells whisked
Away in meetings, don’t explain. Don’t make us think – it’s HARD in rhyme
And only then transitions? — tsk!

Look and feel pushed to design. Test quality at rollout time
And if performance is not so keen? Don’t forget the root cause blame
Change requests, poor user training. So many words, what DO they mean?
– Marcos Ferrer, CBAP

Let’s use the BABOK 2.0 requirements definitions to decide what words mean (yay standards). BABOK recognizes 5 major requirements types:

  • Business Requirements
  • Stakeholder Requirements
  • Solution Requirements Functional
  • Solution Requirements Non-Functional (don’t tempt your users to agree here)

Transition Requirements

We’ll take a simple, yet frustrating example. An executive wants to organize all of the workers tasks around how much time it takes to do the task. The idea is to do more tasks by doing the quick ones first (don’t laugh – if you haven’t run into stuff like this you are a lucky BA, but may lack skill from lack of exposure).

What is wrong with this requirement? If your answer is “nothing”, you don’t have to read the rest. If you aren’t sure, keep reading. If you can articulate exactly what is wrong and why, you should be writing this blog.

Let’s break this requirement out into BABOK categories, across ALL the requirements types and levels.

Step one: What is the executive’s “requirement” in BABOK?

First and foremost, it is a “stakeholder” requirement, and requires some kind of analysis (thought) to make it into a “real” requirement. According to BABOK the “requirement” is “stated” and/or confirmed (“You really said that? – OK, got it”)

Step two: What kind of analysis?

We might consider breaking the statement down into more detail – what are the tasks and how long does each one take. This is the naïve analyst (naïve IT analyst) approach, and will lead to a failed implementation if not stopped immediately.

The business analyst approach is to consider the business requirement that is driving the stakeholder “requirement”. SO, what is the business requirement analysis that might help fix the stakeholder “requirement” (save it or build it – you are running out of time.

Maybe the business requirement is a vision: “Let’s do shortest tasks first so we can get more work done.”

NOPE – that doesn’t help – restating the stakeholder requirement as a vision leaves us where we were, and even BABOK says that “visions” are the least likely “requirements” to be ongoing / valid as stated.

Maybe the business requirement is a business need: “We need to do shortest tasks first in order to get more work done.”

ICK – again, restating the stakeholder requirement as a “business need” didn’t move the ball – we are still stuck with organizing tasks in an “overly simple” (to be kind) way OR getting into a fight with a stakeholder.

Maybe the business requirement is a capability gap: “We can’t get enough work done because we are not able to organize shortest tasks first.”

Phooey – this doesn’t help, because even though it is true (we are not able to figure out which tasks are shortest, and hence can’t do them first) it is not clear that filling this gap will result in a winning system.

Maybe the business requirement is a business solution approach, as in “Let’s get more work done by doing shortest tasks first”.

Hmmm… this might be better, if only because it shows that:

  1. We want to get more work done (or at least the executive does).
  2. We can use the approach of doing shortest tasks first.

NOW we have some analysis – we broke the stakeholder requirement into TWO parts – a business solution approach and another part. The other part – is it also a requirement?

BABOK offers solution scope business requirements, as in “The business solution shall get more work done.”

Nope – I have seen such requirements, and yet calling them “solution scope” is off.

BABOK offers business case requirements, as in “Organizing tasks to do shortest first will accomplish 10% more tasks in the same amount of time.”

This sounds like what the executive is imagining, but notice that the statement above is NOT a business case and hence is not a business case requirement. The statement is a “justification” statement with no evidence or analytical cost vs. benefit computation. It is, as stated, simply another stakeholder “requirement” – a statement of stakeholder thinking minus any serious attempt to prove feasibility or estimate payback.

To make this into a “business case” requirement would suggest making an actual business case, including feasibility (what are the shortest tasks – what happens if we try them first – what are the longest tasks, and their relation to the short ones?). I for one am in favor, and yet I know that if I insist on a business case it sounds like I am questioning the executive’s thinking, who (theoretically) is responsible for due diligence before writing checks for projects.

Again, NO GOOD, unless:

  • We don’t like the executive and want to be mouthy (demand the business case and avoid the executive by getting fired or whatever)
  • We intend to build whatever we think without discussing it and hence risking conflict
  • We intend to build what the executive seems to have asked for (that’s right – when IT builds what you tell them to build it might mean that “you asked for it” and how words don’t mean what they mean, be trilingual! and what’s more that the IT team figures you deserved “it”.
  1. You are an IT genius even though you chose to go into “people work” like management, or sales and got B’s (C’s?) in math.
  2. IT doesn’t like you enough to do what is right even though you won’t listen
  3. IT knows from experience that if you see any deviation from your exact instructions you will pitch a fit, and they gave up trying years ago., and are prepared to

We are out of business requirements, and surely we don’t want “Let’s do shortest tasks first to get more work done” to be a Solution requirement (functional or “quality” non-functional) or a Transition requirement.

What is the answer? How do you present the stakeholder requirement to “Let’s organize the system around “shortest tasks” first in order to get more work done.” In such a way that it opens discussion instead of shutting down communication and trust with the (very excited at the brilliance of her idea) executive?

Answer in the comments below for a chance to write your own blog in this very space (yes, with editorial help) and have fun, fearless BA readers!

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Getting the “User” out of User Stories

In my travels I spend a good deal of my time discussing Scrum Product Ownership, Product Backlogs, and inevitably User Stories. Stories are containers or artifacts, which have nearly become ubiquitous for handling software requirement within agile teams.

Most seem to be a using the standard phrasing construct for his or her stories:

As a – User
I want – Feature or Functionality
So that – Business why, What problem does it solve?

Because the “User” clause is so simple, I see many teams who fill out their user stories in a by-rote fashion. They’ll literally have hundreds and hundreds of user stories, features, themes, and epics and all of them have “User” as the user.

I think they’re missing a wonderful opportunity to make their user stories, well, more usable and more customer-centric. That’s where I want to go in this article.

The “User”

I consider the user clause in the user story to be a “mini persona”. I’m not a UX expert, but to me a user persona is a description of a user, or better yet, one of your customers. It gives sufficient background on them, their experience level, their perspective, and their problem space, that it helps someone to “visualize” the specific customer.

From a software perspective it helps with all aspects of software delivery. Most importantly it helps us in creating the customers experience in I using our products.

A Story

In 2009 I joined a company that was implementing Scrum to deliver an email marketing, SaaS product. The company’s name was iContact and if you’ve followed my writing, you’ve probably heard about them before. When I first joined, I had a fast paced challenge to ramp up quickly.

Sometime in my first few days, I overheard a couple of Scrum team members talking. As I got closer, they seemed to be talking about me – Bob.

One of them said – It’s not clear to me whether Bob would approve of the design of this feature. It assumes an awful lot of application knowledge when setting up the report template.

Another replied – I think Bob is a bit smarter than you’re giving him credit for. Sure, he’s managing a small business and is overloaded with everything that is involved in that. But he’s a 40-something, college grad, with solid technology and computer skills. Point is – I think he’ll be able to quickly “figure it out”.

Still another replied – I disagree. Bob is not that smart and I believe he’s more technology phobic than literate. Remember, he had to call Geek Squad to install and setup his computer system. He’s fairly clueless, so we’ll need to make it more intuitive.

At this point, I wanted to interrupt their conversation and set the record straight that (a) I certainly wasn’t clueless, (b) I wasn’t technology phobic, and (c) that I didn’t appreciate them talking about me in the hallways.

But then it dawned on me that they weren’t talking about me. Whew! They were talking about the customer Bob, or actually our persona of a customer which we named Bob. I was incredibly glad that I didn’t embarrass myself 

Persona’s

My story actually helps define a great deal of the intent behind develop customer persona’s within your design teams and then sharing it across your agile teams. It helps the team to start to understand the customer. By giving them just enough information to put themselves “into” the customers’ perspective.

In this case, one of our personas was named Bob. Bob had a particular profile with respect to his background and needs for the Small-Medium sized Business eMail marketing tool we had built at iContact.

What was even more exciting was the fact that the team was talking about Bob as if he was real. And they were actively considering him, his unique perspective, and his needs for the system as they built out new features. That’s exactly the point of developing the personas in the first place.

There were Five

In our case Bob wasn’t alone. We had developed a set of five personas to represent key aspects of our customer base. For example, one of the personas was very well educated and the other had a high school diploma. One of the personas was relatively comfortable with computers and technology and one of them was not—being simply a storekeeper trying to “dip their toe” into email marketing.

We hung printouts of the personas all over the place to remind everyone of “who” are customers were and “who” were building our products for. That’s another reason that conversation was going on, we had had socialized our personas so well that they became almost real people.

Not just for design

And the personas didn’t simply stop at design. For example, our testers found them incredibly useful in determining what and how to test. We were constantly using risk-based testing techniques and prioritizing our testing. When decisions on what, how and when to test were being mad, we often examined the personas—knowing that we had to keep our customers “whole” as a part of our testing efforts.

Here’s a wonderful article that speaks to this aspect of persona development.

Wrapping up

So instead of stories that all looked like this:

As a – User
I want – Feature or Functionality
So that – Business why, What problem does it solve?

We had stories that looked like this:

I’m Bob
I want – Feature or Functionality
So that – I can achieve very specific goals for my business

As well as stories for Jane, Todd, Beatrice, and Sam.

You might think that it doesn’t make a difference. But I found that “putting on the hat of the customer” makes a great deal of difference in how we:

  • Envisioned
  • Prioritized
  • Designed
  • Built
  • Tested
  • and Deployed

Our products. In the end, it’s ALL about the customer. And while we say that, personas make it much easier to envision who they really are.

Stay agile my friends,
Bob.

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References

The Key to Success is MEASUREMENT

Every line is the perfect length if you don’t measure it.”
Marty Rubin ― 

On Saturday June 14th I will be competing in the 7th Annual Paddle for a Cause to raise money for cancer patients via the Dean Randazzo Cancer Foundation. The race is a 22.5 miles around Absecon Island through the back bays, inlets and ocean. If the race could be boiled down to just one word it would be—grueling. It was designed that way to reflect the fight against cancer. The Stand UP (SUP) Paddleboard race is so demanding that you have to commit to a strict training schedule or you simply will not finish. For those who do finish, it takes over five hours to complete and the time is chock full of physical and psychological challenge.

When training for the race you have to measure everything. Your stroke count, your fluid intake, your sleep, the tides, the winds, the weather patterns, the air temperature and the ocean conditions. It can be a highly dynamic task. The measurement tools of this trade are predominantly a Garmin watch which allows you to set and record various parameters as well as a good friend who will keep your stroke rate honest after two hours of hard paddling. In the figure below you can see a snapshot of one of my recent training sessions and the parameters that we (me, my Garmin and my trusty friend) recorded.

cgallaher June6

The quantified self-movement takes on a whole new meaning when you are three hours into a “grueling” paddle, especially when you are alone (without the friend this time) and nearly two miles off the coast. It is at that moment when you not only realize how critical the training measurements and tools really are, but you also truly understand the value of the metrics as it relates to the leading and lagging indicators in relation to your performance (and to their ability to bring you back to shore).

For example, the metrics tell you were you are in the present, the lagging indicators tell you where you were in the past and the leading indicators tell you where you will be in the future. So, if I want to look at my present performance, I would read the metric for distance paddled. If I want to see how my performance has been since the start of the race, I would look at the lagging indicator which would be my average speed. If I want to know where I will end up in the future, I would look at a leading indicator which would be my current pace in terms of miles per hour.

The point is this: The key to any success is MEASUREMENT. It shows you where you have been, where you are now, and where you have the potential to go tomorrow.

Business leaders are no different than Stand UP Paddle athletes. Once you sift through all the noise (weather, rough surf, market dynamics, competitive landscape), there is always one thing that can be counted on and this is our ability to measure the right things at the right time. Measurement done right is one of the highest leverage activities any individual or organization can perform and the single greatest asset in driving improved performance. Find any successful athlete or business person and you will find someone who has mastered measurement.

To test the power of this assertion, pick one habit that you want to change and really start to measure it. Place a defined metric against the habit and then track your results. For example, if you want to walk 10 miles per week, write the number of miles walked on your sneakers after each workout. If you want to improve your project performance, start with something simple like measuring the amount and the average duration of open action items. Another key point to remember when selecting a metric is that you want to utilize the “measurement” for the purpose of improvement— not to make judgments or to prove a point. Measurements that are property selected and executed can truly optimize efficiency and create positive performance for everyone involved.

When I make my 22.5 mile paddle around Absecon Island in a couple of weeks, I will be relying on my training— my methodical measurements over time— to bolster my confidence and to sustain me through tough seas.

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