Tag: Career

Three Keys to Building a Strong Process Management Foundation

Written by Madison Lundquist on August 29, 2024. Posted in Articles.

Effective process management is not something that can be built overnight but is critical to the success of process management programs. Recent research by APQC indicates that only 52% of organizations feel their process management programs are somewhat effective, and only 11% feel they are very effective. However, the survey findings also point out three opportunities for growth:

Align process programs with organizational strategy
Measure process performance
Ensure a strong focus on process governance

Organizations looking to leverage opportunities for growth and to build their process program on a strong foundation should consider the points outlined in this article.

First, the structure.

Organizations can structure their process team in a variety of ways; and most often, the same way won’t work best for every organization. According to APQC’s research, most organizations (44%) have centralized process teams, 29% have federated teams, 14% have decentralized teams, and 13% follow an ad hoc approach.

While organizations will favor the structure that works best with their organization’s overall structure; there are pros and cons to consider with each structure.

Next, align to strategy.

Process work has traditionally involved teams driving efficiencies in cost, cycle time, and throughput. However, over the last few years, process teams are shifting these tactical objectives under broader organizational drivers.

While some organizations are not aligning to strategy as well as they should, 49% of organizations do align their process efforts to organizational strategy.

Strategy and process management activities should intertwine and inform each other. The following best practices lead to greater alignment of strategy with the work of the rest of the organization:

Planning – Do not limit strategic planning processes to the corporate level, and make sure that the planning process is constantly evolving with business needs and forecasts. Continuous improvement is a best-practice mantra.
Measurement – Use qualitative data in addition to carefully selected quantitative data points to set strategic plans but remember that financial numbers only tell part of the story. Qualitative information can provide the context needed to make valid decisions.
Organizational structure, communication, and culture – Strategic plans should include processes for communicating strategy. The organization will never be aligned if strategy is not clearly and consistently communicated and discussed. Embed strategic planning into people’s roles, driving employees to feel motivated to contribute and feel that their time is valued.
Process design – Integrate the strategic planning process with quality processes. Be sure that quality and strategy inform each other and enable enterprise success.

Lastly, measure process performance.

Once organizations have selected their team structure and defined their strategy, it’s time to consider how they will measure the performance of their process efforts. When organizations were asked how they use measures in managing process performance, 30% of organizations only use ad hoc measures, and 16% have no process measures at all.

Measurement enables decision making at all levels in the organization. Without measuring, leaders manage and make changes in the dark, without a clear view of which changes need to be made and where.

Determining which measures align with strategic goals is the first step. Once the organization selects the initial sets of measures for the different audiences (e.g., executives, business units, departments, managers, frontline workers), those measures can be tracked over time and tweaked as necessary. When an organization can look at its performance on a granular level and see how those pieces roll up into high-level metrics, it can begin to adjust in the places where they will make the biggest difference.

Don’t forget about process governance.

Organizations can have the best process program strategies, linked to organizational objectives and with smart measures in place; however, if the right governance is not in place, those plans can fail.

Governance encompasses all the structural elements that help process management function and often dictates the efficiency and speed at which an organization implements and embeds process management into its practices. Appropriate governance ensures that the right changes are made to processes and that policies surrounding process design and management are clear and relevant to the entire enterprise.

According to APQC’s survey, 75% of organizations have process owners present in their organization and 57% have process improvement specialists. Only 38% of organizations have champions or steering committees, which vitally provide oversight and governance for process work, help to prioritize opportunities, and align processes and process work with organizational strategy and objectives. Thankfully, the number of process sponsors and champions at organizations has improved since the last time this survey was conducted in 2020, showing the increased importance organizations have placed on these more strategic process roles.

Process management programs are not built overnight, and they all follow a different path. Starting with the key topics outlined in this article can help organizations get off on the right foot.

Best of: 10 Soft Skills You’ll Need To Be A Successful Business Analyst

Written by Lee Templeton on August 21, 2024. Posted in Articles.

You might already know the technical skills you’ll need to be a great Business Analyst (BA) but do you know the essential soft skills? The role of a BA is deeply rooted in working with people. You’ll often be coordinating with stakeholders, running workshops, or presenting documentation to teams. To be a successful BA you’ll need the following soft skills to compliment the technical ones.

Rapport Building

You’ll need to build rapport with your stakeholders early in a project which you can do in many ways. While you’re waiting for a meeting to start ask your stakeholders questions like, “how is your day going?”, “what are you doing in the weekend?”. I’ve been in meetings where everyone is silent until the workshop begins. Take advantage of this time to build rapport by finding common interests, showing empathy or complimenting them on something such as a tie, a picture in the background of the Zoom or their promptness. This may seem trivial, but it will set you up to succeed as the project rolls out. Your stakeholders will be more likely to attend meetings/workshops, feel more comfortable contributing and start to champion the project and the changes you’re making within the organization.

Empathy

The Oxford Dictionary defines Empathy as ‘The ability to understand and share the feelings of another’. This is an important soft skill for a BA because we need to put ourselves in our stakeholders’ shoes to understand the problems we are trying to solve. To have empathy means to understand the pain points within the organizations Current State which is essential when we’re trying to fix them. Try to imagine how frustrating it must feel to have outdated, manual process at work when the technology we use at home is so advanced these days. Use empathy to speak to these pain points and get stakeholder buy in and drive user adoption.

Enthusiasm

Depending on the scope of your project Stakeholders may be attending a lot of workshops and meetings so it’s important to be enthusiastic and positive about what you’re doing. Let’s be honest there’s nothing worse than a dull or dry workshop consisting of people talking at you with slides of written content. To get people to come along for the journey we need to engage them and be enthusiastic about what we’re doing. Speak positively about the benefits and outcomes of your project, show visual diagrams and ask questions to get people involved. Having a positive and bright disposition will pick people up when they engage with you, help them focus on the content and be more likely to contribute.

Active listening

When we’re working on current state or establishing things like user journeys, user personas, use cases or processes a key soft skill you’ll need is Active Listening. Active listening is a pattern of listening that means listening to verbal and non-verbal cues without judging or jumping to conclusions. When you’re active listening you’re not thinking about what to say next you are completely focused on the person communicating. Don’t interrupt them or propose solutions at this stage, instead paraphrase and reflect what you’ve heard back to the person. This will ensure you don’t miss anything, don’t misinterpret anything and help you understand the paint points your users are experiencing in more depth.

Creativity

When making changes to the organization such as processes, we need to find solutions that work for everyone. For this we will need to think outside the box because realistically we may not be able to meet everyone’s needs, or some people may just be averse to the changes. To facilitate the transition, we can use creative visualizations to get everyone on board the journey; Miro, Figma and Visio are great tools for creating visual diagrams. You can do role plays during workshops, online or in person to outline the steps of a new process. Be creative and use your imagination to make it fun and engaging for your stakeholders.

Adaptability

As a BA you may find yourself on new projects for new businesses often and every situation will be unique. You will need to assess each business’s unique culture, ways of working and environment. Some businesses may be very formal and highly governed while others may be casual and more agile in their approach. To be successful in all these environments you need to be able to adapt, this means finding the right language, terminology, pace, document structure and hierarchy. Recently I worked on a project for a very successful company that still had a startup mentality. They embraced agile ways of working and feared having their autonomy taken away, because of this the word ‘Governance’ was a trigger for many of the staff. We had to adapt our language to suit the client and instead of ‘Governance’ we used ‘Guidelines’. Be adaptable and understand the culture you are working in, don’t work against it, work with it.

Communication

Clear and concise communication is important to be successful as a BA. When working with people things can get lost in translation, its our jobs as BAs to ensure they don’t get lost! Be willing to speak up and ask for more detail if you don’t understand something or when you notice others aren’t understanding it either. At times you may need to control the pace of a discussion, to speed it up to keep people engaged or to slow it down if it is moving too fast. There are times when you will need to paraphrase what someone has said to communicate it more effectively to the broader audience. You can use terms like “what I’m hearing is…” or “To put that another way might be…”. Utilizing your communication skills will ensure workshops and meetings stay on topic and you get what you need out of them.

Patience

You may find yourself in a situation where you already know the journey ahead for your stakeholders for example a company is implementing an out-of-the-box solution. You’ll need patience to assess their current state to find gaps and bring the stakeholders along for the journey so they can get excited about their new technology and processes, even though you already know the outcome. Another example of using patience is in workshops where different participants repeat information to you, you need to actively listen so they feel heard, but it could get a little boring for you. Lastly, not everyone you encounter is going to be a great communicator, some people talk for too long, some people get off topic, some people are hard to understand, and you need to listen to these stakeholders trying to communicate ineffectively and decipher what they’re saying, this takes patience.

Improvisation

You will find yourself in meetings with technical people, non-technical people and people from all different units of the business. Analogies are a great way to explain complex strategies or technology to people that don’t understand what you’re talking about. If someone doesn’t understand something a great way to describe it to them in terms they can understand may be using analogies. You can improvise and tell them about “One time I went to the supermarket and at the checkout this happened…. Which is like this technology system that does this…”. You will get better at this over time and come to understand what works for stakeholders from different Business Units.

Conflict Resolution

Often our stakeholders may disagree on things like current state or how future state should be. We need to manage both points of view and bring the team to a consensus where possible. Consensus may not be possible in all situations, but we still need to handle the conversations constructively so that everyone agrees upon the next steps. Some pointers for conflict resolutions are

Defuse Anger and facilitate communication
Separate people from problems
Listen first, talk second
Set out the facts
Explore options together

Using these tips, we can find a way to move forward together and keep the project on track.

People Process and Tooling (The PPT framework) is a great way to approach IT changes within an organization. I believe the most important aspect in this framework is people because the technology and processes are no good if the people within the organization don’t use them. You can use these soft skills as a BA’s when engaging people to ensure organizational changes are adopted and in turn, you will be successful too.

The Deadline Dilemma: Unpacking the Reality of Arbitrary Timelines

Written by Adrian Reed on August 15, 2024. Posted in Articles.

Perhaps I’ve been doing this job so long that I’ve become a little cynical, but I have a theory. I suspect that 80% (or more) of deadlines that are given are completely arbitrary. They are either based on ‘finger in the air’ guesstimates of when something is needed, or (in some cases) they are just plucked out of thin air. What is particularly difficult is when the person setting the deadline has no real idea of what the work is or how long the work will take.

An Example: The Deadline That Creeps Up

In a previous role, a long time ago, I was working on what I believed to be a very time critical deliverable. Once it was complete a senior executive would be using it, and I was told that the deadline was non-negotiable. The project manager was very clear: the work has to be completed, there can be no slippage. Initially, it looked just about achievable, so I set off doing my work.

As is so often the case, the work turned out to be more complex than anyone had realized. I escalated, and explained things were likely to take longer than anyone had assumed, and was told that there’s no chance of extending the deadline. Since I was enjoying the work and the deadline seemed so important I was happy to put in some late nights. Towards the end, I worked some weekends too, and just about got it over the line in time. I was tired, but it felt good as I uploaded the final version and emailed the senior stakeholder.

However, that feel-good factor soon faded when I immediately got a response: an automated ‘out of office’ explaining that the stakeholder was on vacation for a week. Investigating further, I find that yes, this person is on vacation, and this had been planned for a long time (they hadn’t taken emergency leave at short notice).

The deliverable wouldn’t be utilized for a week. There was actually a week of ‘slack’ built into the plan, but nobody told me. I could have slept more and I needn’t have worked the weekend…

My Bad: Not Asking “What Is The Implication Of This…”

It would be easy to blame the project manager or senior stakeholder in this story, but I don’t. In fact, it taught me something really important about deadlines. When a deadline is tight, it’s important to ask questions to understand how ‘hard’ and constrained it is. Ultimately here, we’re testing the constraints. Questions include:

There are many other questions too, and the intention here is to understand what is a real, immovable constraint and what isn’t.

Being Clear on Estimates

Equally, alongside asking questions, it is important to drive analysis deadlines on analysis estimates, rather than accepting arbitrary deadlines. There is often uncertainty, and if it is necessary to have a detailed plan up front, then the schedule ought to be based on a practitioner’s assessment of how long the work will take. If a deadline is found to be arbitrary or malleable, then planning forward and explaining what is possible in a particular timeframe can be a useful approach. Whatever approach is taken, getting regular feedback, updating estimates and pivoting accordingly is important, as is managing expectations.

In summary: understanding what is a real constraint and what isn’t is crucial. This can be achieved by asking provocative but important questions.

Beyond the Buzzword: A New Era of Collaboration or Competition?

Written by Aman Fogat on August 8, 2024. Posted in Articles.

During a recent project, I found myself in the midst of a significant breakthrough. Our team was tasked with producing a comprehensive set of artifacts and documentation—a process typically spanning an entire week. This time, we decided to harness the power of AI to expedite the process. Remarkably, what usually took us seven days was accomplished in a single day.

As we marveled at the efficiency of our AI tools, my Senior Business Analyst turned to me with a thoughtful expression. “Do you think our jobs are at risk?” they asked, a hint of concern in their voice. “AI has done in one day what we usually do in a week. Are we becoming obsolete?”

I was momentarily taken aback. The question lingered in my mind as I pondered the implications of this technological leap. It was clear that AI was reshaping the way we worked, but what did this mean for the future of our roles as business analysts? Would we become redundant, or would AI simply redefine our responsibilities?

Understanding AI and Its Limitations

AI refers to the simulation of human intelligence in machines designed to perform tasks that typically require human cognitive functions. These tasks include reasoning, problem-solving, and learning from data. While AI excels at automating repetitive processes, analyzing large datasets, and generating insights, it has inherent limitations. AI lacks the ability to fully comprehend contextual nuances, emotional subtleties, and complex decision-making scenarios that require human judgment.

The Core Responsibilities of Business Analysts

Business analysts play a vital role in organizations by identifying business needs, proposing solutions, and facilitating communication between stakeholders. Their responsibilities include analyzing and improving business processes, managing stakeholder expectations, and guiding organizational change. These tasks involve a deep understanding of human behavior, organizational dynamics, and ethical considerations—areas where AI currently falls short.

Stakeholder Management and Negotiation: One of the critical aspects of the BA role involves managing relationships with various stakeholders and negotiating between differing interests. These activities require a level of empathy, negotiation skills, and cultural understanding that AI struggles to replicate. AI may analyze data and automate tasks, but it cannot navigate the complexities of human interaction and build consensus among diverse groups.

The Impact of AI on Business Analysis

Ethical Decision-Making: Business analysts often face decisions with significant ethical and practical consequences. AI systems, despite their advanced capabilities, cannot replicate human ethical reasoning or take responsibility for decisions. The ability to navigate complex ethical dilemmas remains a critical aspect of the BA role.

Human Interaction: The role of a business analyst involves extensive human interaction, such as negotiating between stakeholders, translating business needs into technical solutions, and managing change. These interactions require empathy, negotiation skills, and an understanding of organizational culture—skills that are challenging for AI to mimic.

Strategic Decision-Making: Business analysts are tasked with making decisions that impact various aspects of an organization. AI can assist by providing data-driven insights, but the responsibility for interpreting these insights and making strategic decisions will continue to rest with human analysts. The ability to balance data with human judgment is essential for effective decision-making.

AI as an Enhancement Tool

Rather than replacing business analysts, AI is poised to enhance their capabilities. By automating routine tasks and analyzing large volumes of data, AI can support BAs in their work, allowing them to focus on more strategic and value-added activities.

Increased Efficiency: AI can streamline data analysis and automate repetitive tasks, freeing up business analysts to concentrate on high-value activities such as strategy development, problem-solving, and stakeholder engagement. This shift enables BAs to leverage their expertise in areas where human insight is indispensable.

Collaboration with AI: Embracing AI as a collaborative tool will be key for business analysts. By integrating AI technologies into their workflows, BAs can enhance their productivity and effectiveness. Continuous learning and adaptation will be essential for BAs to stay ahead in an evolving landscape.

The Future of Business Analysis

The role of business analysts is not on the brink of extinction; instead, it is evolving in response to technological advancements. AI will not replace business analysts but will transform how they work. The future will see BAs leveraging AI to handle routine tasks, analyze data, and generate insights, while they continue to focus on strategic activities that require human creativity and judgment.

In conclusion, AI is reshaping the business analysis profession by augmenting the role of business analysts rather than rendering it obsolete. As AI tools become more integrated into business processes, BAs will find new opportunities to enhance their impact and contribute to organizational success. Embracing this change and adapting to new technologies will ensure that business analysts remain valuable assets in the evolving business landscape.

Decoding Stakeholder Signals: Beyond Formal Feedback in Business Analysis

Written by Adrian Reed on July 31, 2024. Posted in Articles.

If I asked you how often you get feedback from your stakeholders, what would your response be?

I suspect many people reading this will actively solicit feedback quarterly or annually for a formal appraisal process. That is very useful, but consciously created feedback of this type is only one source of valuable insight. Feedback is all around us, but it often requires us to look for it. However, it is well worth being vigilant, as when we spot feedback we can reflect on it and adapt.

Feedback as a Signal

Rather than thinking about feedback as something that has to be formally solicited, let’s imagine stakeholders let us know their thoughts, feelings and intentions through a series of signals, and those signals can be consciously or unconsciously given. Sometimes they’ll say something directly, other times we might need to read between the lines and observe their actions.

This is similar to driving a car. If you’re in the driving seat of a car, you’ll be scanning the road for turn signals (indicator lights). These tend to indicate another driver’s intention to turn or maneuver. However, we all know that not all drivers use these lights! We’ve probably all experienced situations where you notice a small change in another driver’s trajectory, so you hold back a bit… and instinct serves you well as they cut over multiple lanes of traffic. There are many subtle cues that indicate what a driver is about to do, although on the road rarely is it possible to validate our instinct. You can’t ask the driver what they are about to do: it’s necessary to wait and see.

A similar analogy can be drawn with organizational stakeholders, however we have the advantage that we can ask them what their intent is. Let’s examine an example:

Example: The Absent Stakeholder

Imagine you have a stakeholder who is crucial to the success of your project, and they are regularly ditching meetings or arriving very late. They always arrive unprepared, and rarely make decisions as they are too busy. You have sympathy for them, they seem to be spread so thinly.

Arguably there is a wider organizational issue here, as the stakeholder has too much work to do. However, assuming the person is effective at managing their workload, then there’s an unpalatable truth to swallow here. By saying “too busy” they are actually giving a subtle feedback signal which could be interpreted as “this is not a priority for me right now”.

This last sentence might be a difficult one to read, and they might say (and genuinely think) that the project is important. But if they are not prioritizing their time in a way that supports the project, they are unconsciously signaling that it isn’t significantly important for them to spend their limited time on.

This is no criticism, they may well be doing the best they can in difficult circumstances, and we should absolutely do what we can to make sure we support them and respect their schedules. Yet, left unchecked this might lead to a project that limps along, with other stakeholders getting increasingly resentful that progress isn’t being made.

Sadly, there’s no easy solution to this, however it’s important to address the issue head on. Ensuring the stakeholder knows why they are so important and valued, the benefit of the project to them and the implications of their non-participation is crucial. Offering to do what we can to lighten the load for them will often be appreciated, and it is worth asking if they have a delegate who can help. Ultimately, if they are truly crucial and can’t delegate, then perhaps delaying the project is a better option.

Indeed, openly saying “would it be better to delay this project to a time when our crucial stakeholders have enough bandwidth to support it?” could potentially prompt a useful (albeit often difficult and emotion-filled) discussion!

Interpretation Is Hard

Once you start looking for feedback signals, they are all around us. However, interpretation is hard. It’s important to speak to stakeholders to understand what is going on for them, rather than assuming. The key is to start looking, and make any adjustments early. That way we can make things better for our stakeholders and our project teams—and who wouldn’t want to do that?