Tag: Methodologies

Deep Listening: Avoid Hearing What You Want To Hear

Written by Adrian Reed on February 16, 2023. Posted in Articles.

Elicitation is a key business analysis skill. Whether it’s one-on-one interviews, workshops, observation or one of the many other techniques, elicitation is a key source of information. As BAs, it’s easy to think that we are highly attuned listeners, carefully scouring the airwaves for tasty morsels of relevant information. Of course, this is probably true. However, have you ever reflected on how deeply you pay attention and listen? For example, have you ever:

Quickly checked your email in a meeting (where something critical could be mentioned, but you weren’t expecting it)
Been tired at the end of the day so tried to rush a conversation
Skim-read an email and missed a key detail
Missed a key piece of information in a document
By the time you interview the sixth person, you think you already know the answer so ‘tune out’ for part of the interview

If you haven’t, then you probably deserve a medal. I’m sure most of us have indulged in some—or all—of these behaviors at some point in our careers. While there might be good reasons to do so in some cases, doing so will affect the ability to listen deeply. Notably, by ‘listening’ here, I’m also referring to ‘reading’ of information, as I suspect we all spend a lot of time ‘listening’ to our colleagues through their emails and comments on documents etc.

Miscommunication Is Rife

It’s easy to miss the point when listening or reading. As an example, I was wandering around a large supermarket here in the UK, and I picked up a bottle of own-brand hand wash. I was looking on the back of it, and noticed the following statement in bold:

[Supermarket name] is against animal testing and funds alternatives

It struck me that this is a deliberate piece of misdirection. If you were scanning it quickly to look for information about whether the product is tested on animals, you might see that statement and think “oh, they’re against animal testing, so it’s fine”. This is similar to a case where a listener hears what they expect to hear, or what they want to hear! However, the statement taken at face value doesn’t confirm (or refute) whether the product was (or wasn’t) tested on animals. It just says the supermarket is against animal testing and funds alternatives. Yet many readers’ might inadvertently apply their own meaning to it.

Granted, you’re unlikely to be reading a statement on the back of a hand wash bottle at work, and it’s unlikely that folks will be deliberately trying to deceive. But it’s very easy to miss tiny nuances in verbal or written communication. Take these statements:

“I broadly agree with what is proposed” (what does broadly mean? Are there areas of disagreement? If so, what are they?)
“I agree with points 1 and 3”. (OK. Do you disagree with point 2?)
“This is a real pain point for us.” (What does ‘pain point’ mean? Does our definition of ‘pain point’ agree with theirs?)

These are just three specific examples, but I’m sure you get the point.

Curiosity Is A Prerequisite To Listening Deeply

Deep listening is hard, and a skill that one could probably work on for their entire life. I have heard it said multiple times that people tend to listen to respond; by the end of the speaker’s sentence the listener is tuned out thinking how to respond. As a BA, this might translate into thinking about the next question.

It is almost as if we are scared of silence. Like silence will be interpreted as some awful slight on our stakeholders. Yet in reality a (relatively short) amount of silence can be useful. In my experience, people will often pause, reflect, and add more insight when given a bit of breathing space. Of course, what is considered an appropriate length of silence varies, and certainly it shouldn’t be excessive!

A common thread throughout this is curiosity. If we are genuinely curious about the stakeholder, the subject-matter, their perspectives and so on then it’s easier to focus in and listen. If we lose curiosity or get distracted by the busy-work of organizational life it’s far too easy to tune out.

Here’s to remaining curious, and to listening deeply!

Best of BATimes: BRD Vs FRD

Written by Arpan Rewatkar on January 18, 2023. Posted in Articles.

Documentation is the most important aspect for any BA.

The documentation is useful to depict the requirements and the detailed discussion about new features and change request if any. There are many different types of documents that a BA prepares. Some of the important ones are listed below –

Business Requirement Document (BRD)
User Stories
Use Case Specification Document
Functional Requirement Document (FRD)
Requirements Traceability Matrix (RTM)
Market Requirements Document (MRD)
Product Requirements Document (PRD)

Apart from these there are several other documents that is created by Business Analyst. It helps in understanding the business process and business events. A business events is a trigger that gives birth to the requirement. These requirements are then fulfilled by opting for IT solution.

Diagrammatically the documents can be pictured as a simple sheets of papers which contains some useful matter.

Let’s take a look at the similarities and striking differences between BRD and FRD.

Business Requirement Document

BRD highlights “Business Requirements” – i.e., high-level business goals of the organization developing the product or solution with the help of IT.
In other words it describes at very high level the functional specifications of the software
A formal document illustrating the requirement provided by the client
The requirements could be collected either by verbal or written or both
Created by a Business Analyst (usually) who interacts with the client
Entire work is executed under the supervision of the Project Manager
It is derived from the client interaction and requirements

The BRD is important since it is the foundation for all subsequent project deliverable, describing what inputs and outputs are associated with each process function. It describes what the system would look like from a business perspective. Following are the most common objectives of BRD –

To arrive at a consensus with stakeholders
To provide input into the next phase of the project
To explain how customer/business needs will be met with the solution
Holistic approach to business needs with the help of strategy that will provide some value to the customer

Basically, stakeholder’s requirements can be small or big. Thus it needs to be break wherever it requires and should be taken as multiple requirements.

Format of BRD –

There are many formats or templates that the organization follows. However, it depends upon the practices that is carried in the organization. For a product based company the BRD format is different as compared to service based firms. Standard format which is followed in most organizations are shown below. It is important to note that for clear understanding of the document we should include list of acronyms used.

The BRD template contains –

document revision
approvals
RACI chart
introduction
business goals
business objectives
business rules
background
project objective
project scope
in-scope functionality
out-scope functionality
assumptions
constraints
risks
business process overview (modelling diagrams for instance, Use Case and Activity Diagram)
legacy systems
proposed recommendations
business requirements
appendices
list of acronyms
glossary of terms
related documents

Now let’s try to dig more in FRD..

Functional Requirement Document

FRD highlights “Functional Requirements” i.e., functionality of the software in detail
Depending on the product, FRD document can be between 10 to 100 pages
It too describes at a high level the functional and technical specification of the software
Usually created by Business Analyst under the supervision of technical expert, for instance System Architect
In a small and medium sized organizations a BA take care of this
Few companies did not create FRD, instead they used BRD as it is detailed enough to be used as FRD as well
FRD is derived from the BRD

Actually, the process to reach the expectancy of the BRD is an FRD itself. Here an analyst after discussing with stakeholders and project manager ponder on questions like –

How we develop the expected requirement(s)?
What are the features and functionalities?
What are the tools and/or systems used and their dependencies?
How will the customer reacts when they start using the solution?
Any assumptions or constraints?

Most common objectives of FRD –

Depict each process flows for each activity interlinking dependencies
Holistic view for each and every requirements, steps to built
Estimating detailed risks for each new change request
Highlight the consequences if the project health is weak to avoid scope creep

The FRD should document the operations and activities that a system must be able to perform.

Format of FRD –

Likewise BRD, FRD has a somewhat different format focusing more on risks and interfaces. Although there is no such standard format that a Business Analyst should opt for. Companies belonging to different domains use their own template. For instance, you would find many points would be repeating as in BRD.

But there should be no confusion for BA to prepare this document.

The FRD template contains –

Introduction – It should contain Purpose, Scope, Background, References, Assumptions and constraints, document overview
Methodology
Functional Requirements
Modelling Illustrations – Context, User Requirements, Data Flow Diagrams, Logical Data Model/Data Dictionary, Functional Requirements
Other Requirements – Interface Requirements, Hardware/Software Requirements,
Glossary

Now the use of BRD or FRD in organizations depends on the organization policies, practices followed by the project team and stakeholders. As in my organization all projects are being hoped from Waterfall to Agile. If the stakeholders is positive with the documents then BA will design the same. But if there is a need for the continual delivery of working product then documentation will not be preferred.

However, documentation will remain a valid artefact of any project in distant future.

Published: 06/12/2017

Best of BATimes: 99 Tips To Be A Fantastic Business Analyst

Written by Bronia Anderson-Kelly on November 10, 2022. Posted in Articles.

Published on August 29, 2019

1. BA yourself

This is one thing that only some professions can do. An Actuary can’t actuary himself, a developer can’t code herself, a mechanic can’t mechanic himself. We can analyze ourselves. Use your skills. Decide what a fantastic BA is; research, interview, question and then review yourself. Do some gap analysis and then formulate an action plan.

2. Be nice

No one wants to work with a jerk. No one wants to help and supply information to a jerk so engender support. Thank people, go out of your way to be personable, establish friendships and mutually positive working relationships.

3. Understand project lifecycles

Get to know all the steps in project lifecycles, not just your own and especially the intricacies and peculiarities of the adaptation used by your organization.

4. Be a mentee

There is much to be learned from Analysts further along the road than you.

5. Present well

Don’t dress like a scruff, smell nice, clean your teeth. These are surely basics but I have met people in business who have overlooked these things and they are avoided. You can’t be avoided and be successful.

6. Prep prep prep

When you go to meet a stakeholder, especially for the first time, prepare. Understand who they are in the business and project context. Ask them for any pertinent information to be sent for your review in advance. Maximize the time with them to appear (or be) effective and efficient and they will happily give you more.

7. Be on time

Your prompt arrival in the office and at meetings will give you more poise than if you rush in late. It is the fruitage of an organized and self-correcting individual.

8. Work on your confidence

We’re not all naturally confident but by reassuring ourselves of our abilities in our BA skills or in our industry knowledge we can instill the needed confidence and trust from our business stakeholders that we can understand their world view and needs.

9. Don’t reject difficult things

They help you grow. Be the BA that accepts unusual assignments and see your career enriched and flourishing.

10. Get good at cost benefit analysis

Don’t leave this to the PM. At project inception, or for minor changes, be able to determine with appropriate certainty whether to accept or reject activity. Maintain a project which can stand-up on its own merits.

11. Be optimistic

Pointing out the bad may be necessary but if you find yourself always the nay-sayer then fix it. Problems are our business. Our optimism can make for a gentler change process.

12. Get your desk in order

Give your workspace a make-over. Keeping it clean and orderly can help you be organized and looks a lot more respectful.

13. Go to a conference or two

Hear some new stuff. Mingle with your peers. Feel proud to be part of a greater something.

14. Help others

You have a project deadline, sure, there’s always one looming but give your fellow BAs your assistance. It will broaden your knowledge and strengthen your team.

15. Be strict about your change management

Keep a record of changing requirements and details about them. It will save you the red face when, inevitably, someone will ask you later for paperwork.

16. Do your actions

If the PM has to continually chase you for your actions they will resent it.

17. Don’t be offended by the red pen

Your work will be reviewed, heavily. Welcome critique and correction. Never be upset about any proposed edits. The individual has spent time immersing themselves in your work and for that you can be grateful. It will make your work better, or at least more acceptable to your audience.

18. Volunteer to share your knowledge

Blog, post, present at lunch-and-learns, write-up how-to guides. There are always people who don’t know what you know so share.

19. Model

Use models a lot. Business people invariably find models easier to verify than paragraphs of information and it brings the potential delivery to life. Architects, Developers and Data Analysts thrive on a well-produced model.

20. Learn, learn and learn some more

If you have the means then don’t stop learning. There is so much training available in BA skills, industry knowledge, peripheral project skills, business knowledge, techniques and soft skills.

21. Offer plentiful walk-throughs

By walking-through your outputs with developers, testers and business representatives you reduce the risk of misinterpretations.

22. Finish your projects

This is especially true if you are a contractor. It’s not good practice to leave a project part-way through if you can help it.

23. Develop strategies for juggling

You will have to work on many things at once. Find what works for you to avoid loss of productivity. If you have yet to nail this there are plenty of productivity tips and hacks on the internet.

24. Clear paths for people

Be someone who anticipates down-stream problems and blockers for yourself and others and intervene.

25. Categorize people but know your exceptions

Use personality and character traits to help you understand the motivations and reactions of your team but note that exceptions exist. Tailor your interactions to fit.

26. Don’t jump to solutions

Have problem-formulating conversations to focus your mind away from solution-mode.

27. Form collaborative relationships

When you collaborate you are more likely to get early and continuous buy-in, nothing will come as a surprise to your end client and you get immediate feedback on your work. It’s worth the extra effort.

28. Find your key SME voices

The quality of Subject Matter Experts is not equal. I have seen business users hide information for a variety of reasons (most understandably) making elicitation more than the usual effort and I have had System Testers guess answers and present information as fact. Hunt for good sources of information and verify what is said.

29. Play requirements back

Saying things like: “So if I understand this right, what you needs is…” saves misunderstanding.

30. Work to uncover implicit requirements

What assumptions have you or your customers made that they haven’t vocalized. Set aside some time and thought to uncovering these.

31. Know your audience

The level of detail that you go to should reflect your audience, know this before you start your elicitation. Get it wrong and you either waste time or have to re-work.

32. Recognize that accuracy is important

Particularly in your written English. If you can’t get that right, what else might get called into question.

33. Start with context

Ask: “Why the project exists?”, “What will be the end results?”, “What benefits are sought?” Then work from there.

34. Document what you won’t build..

..and get it agreed. It doesn’t mean it can’t be changed but it will at least be recognized as a change rather than something that you missed.

35. Get creative

With care not to promise an outcome, suggest ideas and alternatives to users during elicitation. Possible options can be used as a sort of model to tease out other requirements.

36. Read widely

The IT industry is constantly changing and working practices follow hot on the heels. Our understanding of business practice, psychology, methods for collaboration and effecting change progresses. Manuals, how-to guides and handbooks to support our work are plentiful.

37. Don’t forget your non-functionals

If you don’t include these in your document template as standard, add a section for each non-functional as a reminder to consider it.

38. Don’t gild the lily

It may not be scope creep as such but it’s easy to gold-plate our requirements with unnecessary items. Admirably this is usually in response to wanting to deliver the best but these types of extras add up. Work out what your Minimum Viable Product is and then be sure to note any additions as just that.

39. Revisit your prioritizations often

Work with your group of SMEs to get your product features delivered in the right order but remember that things change so schedule re-prioritizations throughout delivery.

40. Evaluate your own skills

Choose a couple of areas for improvement, write them down and formulate some actions that will help you improve them.

41. Look for “free”/cheap benefits

By knowing what’s off-the-shelf or can be achieved with relative ease you can maximize the product and minimize the cost.

42. Ask for feedback

At suitable points during and at the end of projects get personal feedback. Asking people who will give you constructive critique is valuable. Keep it. In years to come you can see how this helped you to change and grow.

43. Find balance

Don’t neglect your personal life. Finding a good work-life balance helps you cope with the ups and downs of projects.

44. Connect with others

Associate with other Business Analysts. Everyone knows different things and that diversity is valuable. Learn, share, help and be helped.

45. Know when to shut up

You’ve raised a risk or an issue but no action has been taken, so you raise it again or differently. It’s good practice to be assertive but there comes a point when you have sufficiently noted it and taking it further causes consternation. Learn where that point is and stop before you reach it.

46. Be a mentor

You know more than you think you know. Give back to the profession by sharing that with someone following in your footsteps.

47. Work as a team

When you work with other BAs, even if you’re tasked on different items, work together. Peer review, support, offer and ask for opinion and share experience.

48. Make your research visible

If you do background reading, conduct surveys, read manuals, hold workshops then put your findings as links or appendices to your documents. Don’t make someone who may need to pick up your work at some later point have to start from scratch.

49. Expand your comfort zone

Do something a little bit uncomfortable, just a little. It will make you capable of more in the future.

(See www.batimes.com/articles/personal-growth-through-discomfort.html)

50. Be agnostic to the solution

If you begin with a pre-determined solution or have a particular software package in mind you won’t be working on behalf of your client.

51. Be flexible to software development lifecycles

Learn to work waterfall, agile, fragile, whatever your client wants. Help them build on what they have.

52. Work with positive people

When you get a choice, pick to spend your work hours with optimists. Lift your chin up and thrive with them.

53. Don’t plagiarize

It’s fine to get inspiration from other text but word them in your own way. The process of breaking something and re-working it allows you to assimilate it properly.

54. Create your own templates, improve others

If templates don’t exist within your organization start to build a repository as you work. Have one eye on how a future project may use the template. If your organization does have templates, seek ways to improve them.

55. Hone your toolkit

Rich pictures, sequence diagrams, business model canvas, running workshops.. and the other scores of tools and techniques in the BA toolkit. Practice them and then get them into your workplace. The more the merrier.

56. Encourage newbies

We were all new once. The profession is constantly refreshed with new and trainee BAs. Welcome people. Help them.

57. Don’t get stereotyped

Take on projects in areas that you haven’t done before so that you have experience and confidence in delivery in as wide a range of topics and disciplines as possible.

58. Avoid too much future-proofing

While it’s a very useful consideration some attempts at future proofing just don’t fit with the future when you get there. Unless it has wide application and has relatively no cost or impact to the project don’t overengineer it.

59. The devil is in the detail

Ask for detail and then spend time understanding complexities. If you don’t, annoying requirements will rear their ugly heads later, when you’re further down the road than is desirable.

60. Order your own tasks

It’s in our nature to do enjoyable things or things which are easy or small first and then rush others. Avoid this by monitoring deadlines and dependencies taking into account impacts from other people and their availability.

61. Decide what your goals are

Ask yourself where you want to be in 5 years and put a plan into place. It may be various certifications, it may be working on certain types of projects, with technologies or in specific locations. Work out the steps you need to get there.

62. Ask for help

No man is an island. There is no shame in asking for help whether about your career, with techniques or technical aspects.

63. Archive and catalogue

Don’t leave files, part finished documents, reference material and other artefacts as collateral damage of your work. Archive your documents, catalogue your information and generally make it easy for people to work out what are the most recent versions and what supports them.

64. Have a to-do list

Don’t risk forgetting important tasks for something as simple as keeping a list. Be organised.

65. Its ok to make mistakes

We are human and mistakes are inevitable. Know that you will make them and decide that dealing with them diligently and humbly will be appreciated and respected.

66. Estimate using metrics

If you’re asked to estimate for a piece of work, use quantitative methods as much as possible and share the information on which it is based.

67. Add a glossary

I have not seen a BA deliverable yet that hasn’t benefitted or would benefit from a glossary (either within the document or at project level). To determine what goes into it, consider your audience. You may need to add business terminology to give framework from IT readers and IT and project terminology for the business.

68. Vanilla is not the only flavor

Don’t forget about alternative flows. The abnormal activities are generally the pain points for most businesses. Overlook them at your peril.

69. Get your must-haves right

The MoSCoW rating is incredibly useful and the priority of requirements must be stated explicitly but it is only useful if you have ratified that a must-have requirement is absolutely necessary. Double check.

70. Chunk up your work and take breaks

By creating a series of much smaller tasks you maintain motivation as you complete activities and as a result have natural break points to re-energize you ready for the next task.

71. Speak up

If you see a possible method of improvement have the courage to vocalize it, respectfully and professionally.

72. Flesh out a plan but be flexible

Plan your assignments in a work-breakdown structure, so you can keep an eye on your own progress but don’t be too rigidly stuck to it that you can’t make the most of stakeholder time when they are available.

73. Do it now

If you get the choice between doing it now and doing it tomorrow; do it now. Procrastinating individual items adds up to lost time and missed deadlines.

74. Be motivated and committed

Volunteer enthusiastically, actively pursue end goals, deliver on your deadlines.

75. Find your USP

Maybe you’re a people person, good with data, can see the bigger picture, are an influencer, have specific technical expertise or domain knowledge, run killer workshops, are highly accurate….everyone has a unique selling point. Whatever it is, find it and use it.

76. Be an observer

Keep an eye on what your peers are doing. Look for cross-over and gaps between their work and yours.

77. Don’t cut corners

Guessing, not completing research fully, ignoring the quiet opposing viewpoint, not determining the full stakeholder group, failing to verify background information, removing valid approval stages are all ways to store up later problems. Don’t cut corners.

78. Run your own project

Is it possible to start a little business of your own? Doing this lets you really test your BA skills.

79. Display kindness and patience

When projects get pressurized this will make you stand out and be someone others want to have around.

80. Understand your Subject Matter Experts

Put yourself in their shoes. You’ve invited them to sit in a long meeting? Make it interesting, schedule breaks and bring biscuits.

81. Get your unfinished specs reviewed

Reduce your own risk of large rework by shipping parts of your document early and get feedback.

82. Take the initiative

Make suggestions. Improve your own team’s processes. Create bodies of knowledge. Organize socials Involve yourself.

83. Keep your requirements updated to the end

A change has been made at the eleventh hour, everyone knows about it, is there any need to take time-out to correct the documentation, especially when the pressure is on?….Yes. If you don’t, no-one will be sure of any of it in the future.

84. Take a step back

During meetings and workshops, take time to observe; interactions between people, gauge motivations. There is a lot more to be learned than comes in through the ears.

85. Control/Challenge scope

Consider scope constantly. It is the bread and butter of getting the optimal solution for the composite group of stakeholders.

86. Mock stuff up

User interfaces, documents, reports. Let your end users see and play with the final product at the design stage.

87. Minute your meetings

It doesn’t have to be War and Peace but make notes. Dictate, doodle or mind map if it’s a more effective or efficient method for you.

88. Give people a “starter for 10”

People provide what you want more quickly if they’re not starting from scratch. If you have a template, provide it. If you want data, provide the table to be populated. If you want a quote, propose a sentence.

89. Learn standards

If there is a UML or ISO way of doing something then try to use it. It’s less ambiguous.

90. Use data analysis tools

Many Business Analyst roles include research in data. You can be more self-reliant if you are capable at manipulating it.

91. Use requirement ‘numbering’ for more than a unique reference

Use prefix letter, suffix letters and sub-numbering to store information about the source (stakeholder or actor), expected delivery method (various IT systems, manual processes, teams, department or companies) and dependencies on other requirements.

Eg, CS75-S.1 (CS = Customer Services, S = SQL, .1 = 1^st child requirement)

92. Don’t be vague

Make requirements specific. Eg the phrase “needs to be run regularly” should be “needs to be run twice a day, usually at 12pm and 5pm” and the phrase “other systems use it” should be “three Access databases, listed in Appendix C, link directly to the data”

93. Find your best packages

Find and get proficient with tools and application supporting BA work. Eg, for producing and tracking requirements, for producing diagrams, flows and other models, collaborating and conducting meetings, managing work, etc.

94. Change control your documents

Applying version control saves your readers’ time. Be specific about what’s changed in your version history and use function for highlighting changes.

95. Understand development basics

Gain some knowledge in the basics of development; processes, data and events, components and re-use, integration with other applications, design principles and constraints. Learning to write in a pseudo code style can help with that mentality.

96. Understand test basics

Gain some knowledge in the basics of testing; test condition design, what a tester needs from your documentation.

97. Conduct Stakeholder Analysis

Don’t leave this to your project manager, do your own. Know who your influencers are, your VIPs and any potential “troublemakers”.

98. Ask effective questions

Questions are the keys that unlock treasure troves of information. Closed questions are useful when you need to be specific and open questions are needed to allow free-flow of knowledge transfer. Learn how to make them effective and unbiased.

99. Get qualified

There are a number of qualifications tracks available in various jurisdictions. International Institute of Business Analysis, British Computer Society and International Requirements Engineering Board. For gaining knowledge in the fundamentals as well as sharpening practitioner skills it is invaluable and a résumé necessity.

The Tyranny Of “Default”: Be Careful When Choosing Analysis Techniques/Artifacts!

Written by Adrian Reed on November 3, 2022. Posted in Articles.

At its essence, a lot of what we do as business analysts involves co-creating a shared understanding. Whether that’s a shared understanding of a problematic situation, or of a set of requirements or features, a common theme is that we work to understand different perspectives and ensure that people are ‘on the same page’.

This can cause some challenges when we want to communicate complex ideas. Text is a challenging media to convey complexity, and the English language is just brimming with words that have multiple meanings. For that reason, it’s very usual to use a combination of text, models and conversations to ensure that key stakeholders are aligned.

When we create a model, we are essentially codifying some information in a way that can be later referred to. Codifying typically involves using some form of notation (whether that’s a business process modeling notation, or the symbols of an alphabet when writing text), and there will usually be particular rules on what elements of the notation mean and how they should be used. For example, particular shapes on a process model represent particular things, particular words in a textual paragraph have a particular meaning.

Yet when we encode our analysis in this way, how often do we reflect and think “will my stakeholders understand this?”. Will the consumers of the information both know how to read it, and, ideally like referring to it as it’s a format that works for them? Perhaps we don’t think about this quite as often as we could…

The Tyranny Of “Default”

I have a confession to make. I love Business Process Model & Notation (BPMN). I could quite easily ‘geek out’ and create process models to an executable level, using just about every BPMN symbol and construct that is available to me. But, as those of you who are familiar with BPMN will attest, if I did that the resulting diagram wouldn’t be very accessible to the average stakeholder. It would be somewhat akin to me sending an email in French to someone who only speaks English. It might be possible to pick out some elements of the communication and work out what is going on… but it’d be very difficult to draw conclusions.

This absolutely isn’t an argument against BPMN by the way—it’s stil one ofl my preferred notations—but it highlights the importance of thinking of the artifact’s audience and choosing an appropriate level. With BPMN, I might create a ‘view’ of a process using a cut-down palette of symbols, and model at a much higher level, so it is more intuitive. Equally, I might choose to use ‘boxes, arrows, diamonds and lines’ instead where it is appropriate to do so…

The key point here is flexibility. It is very easy to get stuck in a rut and choose a technique because it’s the default. You probably have a favorite approach or technique, which might mean you tend to default to a particular type of artifact. Or perhaps your organization has templates or tools that ‘nudge’ you towards a particular style. That can be useful, it can embed consistency… but it can also lead to things being articulated in a particular way “because that’s the way we do it here, and that’s the way that we’ve always done it”. Neither of which, on their own, are particularly compelling reasons.

Light The Fuse: Ask “Why Are We Using User Stories”

If you like a bit of controversy, next time you are working on an agile project, ask “why do we use user stories here?”. Usually, the response will be a blank face, followed by either “because we’re agile” or “well… the tool is set up for user stories… so….that’s what we do”.

But are these really valid responses? There’s certainly nothing in the agile manifesto that decrees user stories are mandatory. The term ‘user story’ isn’t in the Scrum guide at all. So why default to user stories?

Of course, user stories do have merit, particularly in agile. Yet the choice to use them should be a conscious one. In fact, user stories alone are probably not enough… they will probably need to be supplemented with regular collaboration, acceptance criteria and you might even decide to document some journeys or prototypes. It’s likely that most successful teams already do this, but it is worth highlighting. Some of this might emerge as you discover more about the requirements… but having at least an idea of what the requirements architecture will look like up front will save pain later (e.g. “We might use prototypes, so let’s agree that one prototype will span multiple user stories… we’ll capture the links here…).

So, this article certainly isn’t criticizing user stories. However, as with any profession, we need to regularly challenge ourselves and challenge our ‘defaults’. It is worth remembering that we have a wide toolkit at our disposal. If a plumber approached your sink with a hammer and started smashing it (rather than figuring out the right tool for the context), you’d be somewhat annoyed. An explanation of “ah, I always use a hammer” is unlikely to help. The same is true in our profession too… and it is worth remembering how broad our toolkit is. Which provides us with many possibilities!

Business Analysis Portfolio: An Aid for Professional Development

Written by Anna Rajander on October 27, 2022. Posted in Articles.

Have you ever had a sense of business analysis déjà vu – the feeling you have used a particular business analysis technique before, but can’t quite remember what you did or how you did it? I know I have!

Business analysis is a broad and varied profession that can involve everything from narrow, well defined tasks to broad, strategic assessments. Business analysis can be performed in the context of a specific project or initiative, as part of pre- or post-project activities, or in support of ongoing operations. Over the course of a career, a Business Analyst can be exposed to numerous project delivery methods, business domains, and organizational cultures. It is this variety and continuous learning that bring many practitioners to the profession in the first place.

The BABOK contains 50 techniques, the 3^rd edition of BCS’s Business Analysis Techniques 123 – it is impossible to be an expert in all business analysis techniques! While some techniques will become the mainstay of a business analyst’s arsenal, other techniques will be used infrequently to assist in specific circumstances. A final, polished piece of analysis is often achieved by carefully selecting and combining multiple techniques to build a coherent picture that encompasses different perspectives. Business context, stakeholder preference and understanding, project constraints, and a Business Analysts own personal experience can all impact technique selection.

Creating a work portfolio is a good way to keep track of the techniques you have employed in the past and the outputs you have delivered. As you move through your career, your portfolio can provide:

reference material to support the delivery of similar analysis products.
illustrative examples to use when explaining analytical approaches and deliverables to managers and junior Business Analyst colleagues.
a record of professional development and growth.
inspiration when applying for new positions or promotions.

Your portfolio can include:

Work Samples: Where possible, maintain copies of business analysis outputs you have produced for future reference.
Templates: Templates are particularly useful for those structured techniques that are performed infrequently. Generic templates can be adapted to different business contexts and domains.
Articles and Reference Material: Keep a record of the sources you have referenced when delivering analysis, either by keeping copies and/or maintaining a catalogue of useful books, articles, and websites.
Work Diary: Narrative descriptions can be used to record what you did and how you did it in enough detail for you to reference should you ever need to perform a similar task again. Use a work diary to record information about the business context, tasks perform, stakeholders consulted, and/or techniques used in the production of an analysis deliverable. Work diaries are particularly useful in circumstances where contractual restrictions, privacy and/or secrecy prevent you from holding original copies of your work. You can also use business analysis techniques in your work diary entries, such as mind maps, process models and scenarios.
Course Material: Include information from any courses, study groups and/or conferences you attend that might be of use in the future.

Some things to consider for your portfolio:

Maintain it – review your work and add to your portfolio regularly. While routine maintenance is recommended, project gateways, end of employment/contact, and/or end of year are good times to take stock of what you have achieved, what you have learnt, and what information you want to retain.
Organize it – you are more likely to use an organized resource then an unorganized one. How you organize your portfolio is very much dependent on you and how you work. However, aligning your portfolio with BABOK Knowledge Areas or stages of the Business Analysis Process is often a good starting point. Also consider using naming conventions and keywords to tag portfolio items to assist with searching as your portfolio grows.
Remember context – the amount of work required to deliver a single, pristine business analysis output is often deceiving. A myriad of techniques may be employed on route to the final, acceptable product. It is good practice to file your work with some contextual information to remind yourself of the business situation, intermediate steps, additional techniques, and issues you had on the journey to the polished artifact.
The good, bad and ugly – while you shouldn’t dwell on the negative, remember that bad experiences are learning opportunities too. Using a work diary entry to reflect on a situation where a particular approach didn’t work can provide useful learnings for the future, as well as help put bad experiences behind you.
Be mindful of copyright – remember that the copyright for work you have been paid to produce for another entity is almost certainly held by a third party. Take care to respect all copyright. When in doubt, de-identify information and/or use work diary entries in place of original copies. In cases where you do own the copyright, you may still want to take care when sharing material as it is your IP!
Be creative – while you will most likely draw on your professional roles for the most of your portfolio examples, there are other, creative ways to build your portfolio. Many aspects of life can benefit from a bit of business analysis rigour – getting your home budget under control, selecting the best suburb to move to, or assisting a community organization to suggest a few. It may sound flippant but using techniques in general life can be a good way to try new techniques, apply techniques in a different context, and build examples to draw on in the future, particularly when you are just starting your business analysis journey. (You never know, it may also help you achieve a better outcome for you, your family, and/or community group!)
Use it – a portfolio is only valuable if it is used… so remember to use it!