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How Much Rework Do You Have?

As a requirements solution vendor we talk with people every day about their requirements issues, assist them to understand the root causes, and help them articulate a business case for investing in a solution. For most companies, the biggest single inefficiency in their software development efforts is the amount of rework that’s done due to inadequate requirements.  (The reasons as to why the requirements are inadequate are many and beyond this post but stay tuned for a new paper on the topic that goes into more depth).

When we ask people how much rework they have done on their software projects, the answer varies consistently between 5% and 25%.  I find this fascinating since industry statistics show the average rework rate to be considerably higher (Forrester: 30%; voke: 40%).  Why do people regularly report lower rework rates?  Here are some reasons based on these conversations:

Vocabulary

On many projects, rework is simply known by a different name.  In many cases it appears as contingency or padding in other line items within the budgeting process.  In others a large amount of rework is pushed in to maintenance, and in extreme cases a new project may even be positioned.

Awareness

We have had countless conversations where people were simply unaware that rework happened. One reason is related to the vocabulary mentioned above where the rework may be disguised and dispersed under different budget items hiding the true nature of this expenditure as rework.

Scope

It seems that most people only consider the rework that takes place in the development aspect of a project. The total cost of rework depends on many factors including your development process and where you may be in the development cycle, but should  include all impacted areas as well, such as: planning & estimating; all forms of testing (unit test, integration testing, regression testing, etc.); product documentation; user support; services and training; etc.  When all these are factored in, the true magnitude of rework becomes much clearer.

Denial

Rework implies that something was done wrong, requiring work to be repeated.  Nobody likes to be associated with this and for many it is difficult to come to terms with the amount of rework that actually takes place on the average software project.  While initial discussion may start with the claim of minimal rework, after a little inquiry the rate tends to creep up.  I recall one time in particular where the initial rate of 7% rework ended up being 35% after our conversation.

Combinations of the above

Various combinations of the above may be at work, each contributing to the low rework numbers that people report, and may actually believe, on a regular basis.

I wouldn’t be surprised if there are more reasons and would love to hear any you’re aware of. As people realize the true magnitude of rework on software projects, it quickly becomes a prime target for improvement initiatives.

Don’t forget to leave your comments below.


Tony Higgins is Vice-Presidentof Product Marketing for Blueprint, the leading provider of requirements definition solutions for the business analyst. Named a “Cool Vendor” in Application Development by leading analyst firm Gartner, and the winner of the Jolt Excellence Award in Design and Modeling, Blueprint aligns business and IT teams by delivering the industry’s leading requirements suite designed specifically for the business analyst.

How to Become a Hyper-Productive Business Analyst

BAtimes_March15_featureBeing a Business Analyst can often feel like being a rag-doll in the mouth of a large dog.  You often have a diverse group of stakeholders who all have different wants, availability, communication schedules, deadlines, priorities, documentation requirements and the like.  Meanwhile you are responsible for obtaining approved requirements from everyone in a seemingly unreasonable timeframe and can’t even get properly started because you keep getting called into meetings that have no bearing on your specific work.  Some days can feel like you’ve made little or no progress on any of your main deliverables, even if you’ve been ‘heads down’ all day.

Personal productivity is a critical factor that influences the overall performance of a Business Analyst.  Personal productivity is a concept that goes beyond the typical time management topics that concentrate more on the allocation and prioritization of activities.  To be productive, you need to maximize the results of your actions while minimizing the amount of effort that you need to spend in order to accomplish a task.  After all, most of us don’t want to work more in order to get more done; we need to learn how to get more done in less time.

Over the past few years I have experimented with various actions to determine what things I can do within the Business Analyst role which can help to improve my productivity.  Over this time period I have worked with several clients in a wide variety of projects, ranging from strategic enterprise analysis and needs assessments to scrum-driven software development.  Through my experimentation I have found several principles that have had a dramatic impact on how much I can get done in a given timeframe, regardless of the work environment or constraints. 

Clear Your RAM

As human beings we have a limited amount of short-term memory available to us.  We use this memory to keep track of things that we sub-consciously understand we don’t need to know forever; stuff like taking out the trash on garbage day or even the deadline for our requirements document.  The more information we internalize and try to keep ‘top of mind’, the more difficult it is for us to focus on accomplishing a task or processing new information.  As Business Analysts we are often constantly bombarded with new information and must perform many thought-intensive tasks, so if we’re trying to keep track of numerous mental markers we’re bound to be less productive than we could be.

Clearing your equivalent of Random Access Memory allows you to not have that nagging feeling in the back of your head that you need to get something else done or may be forgetting something important while you’re working on a task.  In order to get to this state of mind you need to develop a process that allows you to immediately document thoughts that could be stored in short term memory and thus interfere with accomplishing your current task.  This documentation should be done in a format that will allow you to trust that you will be able to retrieve the information at the appropriate time.  For some people a simple to-do list tucked in their pocket or smartphone may be sufficient.  For others a more sophisticated system like David Allen’s Getting Things Done ensures there is a place for everything and everything is in its place. 

Whatever you do and whatever tool you use, you must feel comfortable letting go of non-pertinent thoughts so you can ensure that your mind is able to focus on the task at hand.  Learning simple techniques can help you clear your mind once you’re comfortable with your chosen documentation system. Things like brief meditation can possibly be used to help you remove those lingering thoughts before you begin working on what you need to.

Eliminate Distractions

How many of you think that you are a great multi-tasker?  In the truest sense of the term (i.e. doing two or more things simultaneously) you are actually pretty horrible.  Research demonstrates that humans cannot do more than one thing simultaneously, and when it comes to rapid switching back and forth between multiple actions, most of us can only really handle two tasks even somewhat decently.  In the golden age of social networks, instant messaging, pop-up notifications and the like, we are ever more prone to face multiple stimuli concurrently, all of which serve to distract us from accomplishing the task that we set out to do.  I find that when I remove as many distractions as possible during thought-intensive activities, such as requirements analysis, I am 3-4 times more productive than if I allow myself to even have the slightest possibility of being distracted. 

Here are some things you can do to eliminate distractions in your day to day life:

  • Close your e-mail and as well as setting you the phones to go to voicemail and/or putting them (since we all seem to now have more than one) on silent. The lure of virtual contact with people by responding quickly to e-mails is one of the greatest time wasting activities we face today. If you need to focus on getting something done, this is the one thing you can do to dramatically improve your productivity. While you’re at it, close all non-essential tabs on your browser and minimize other windows. If you are in an ‘always available’ environment, put on appropriate auto-responder or voicemail messages to explain your absence.
  • Find a ‘right noise’ place for you to get work done. Some people are hyper-productive only when it’s completely quiet in their surroundings. Others enjoy the white noise of a bustling coffee shop or open office work setting. Figure out which type of environment you thrive in and go there when it is time to get serious work done.

Outsource Your Work

No, I’m not talking about hiring a Virtual Assistant or two and then heading to Antigua for a couple of weeks, but where appropriate it makes a lot of sense to have your stakeholders do things that as Business Analysts we are used to do on their  behalf.  In many circumstances this will save you (and ironically enough, them as well) loads of time and allow you to focus on your “value-add” to the process.

For instance, I used to believe that in order to gather high quality requirements myself or another BA would need to run a requirements session or perform other elicitation activities and then document the results.  This involved a lot of preparation and execution on my behalf and in many cases resulted in having to perform redundant activities across multiple stakeholders and subsequently collating and aggregating the findings. 

With one client I decided to see how much of the requirements elicitation process I could outsource to the SMEs themselves.  I held one meeting with multiple stakeholder groups to set the scope of the activity they need to perform, give them examples of what types of results I was looking for and described what would happen in future sessions.  I then let the participants work in groups or individually on their own time to develop their own requirements and then send them to me.  I only needed to follow up with one group to clarify on what they had written, the rest were in a very solid format that I could easily transpose into our knowledge repository.  All told I performed my elicitation activities in about 15-25% of the time it would have taken for me to normally get the same results.

I’ve done similar outsourcing with requirements prioritization, requirements management, requirements verification and validation, solution validation, and solution performance assessment. In each case I was able to shave off at least half of the time it would have taken for me to perform the activities on my own.

Leverage Asynchronous Activities

With many interactive activities I think most of us are used to working in a synchronous manner; we have something we need to get done that requires the involvement of someone else so we schedule a meeting to discuss the item or plan to work on the task together.  While there are many times that a synchronous forum is appropriate and the best method to accomplish something (for example, arriving at a decision or recommendation), there are many things that can be as effectively accomplished in an asynchronous manner that allow us to maximize our productivity by minimizing the amount of time we need to be involved in certain aspects of the task at hand.

For example, I have minimized the amount of structured walkthrough sessions that I perform with my clients by leveraging online collaboration tools such as wikis or multi-user office applications (e.g. Google Docs/Office Live) to allow individuals to provide feedback on requirements documents.  Rather than having 5-15 people in a meeting room at the same time and wasting the bulk of the collective mindshare in the room by going over items one at a time I have found that I get higher quality responses and more in-depth and thoughtful revisions by allowing people to work on their reviews on their own time.  The bonus is that the review process is usually shorter as well; I set a relatively short time limit on the review process which gives the reviewers a sense of urgency and priority to the activity, as opposed to spending the better part of a day trying to fit a review session into everyone’s schedule three weeks out from today. 

For simple tasks that require input I have also found that polls with a comments feature to be a great way to arrive at a majority decision or response quickly.  The key with these methods is to have buy-in from the stakeholders who will be responsible for doing things on their own time.  Otherwise such techniques enable the stakeholder to ignore their duties or claim they weren’t properly informed or involved.

Focus on High Value Options

This one probably seems self-evident, but as a Business Analyst you need to focus on doing things that provide the best value to your stakeholders at a given point in time.  Sometimes what is laid out in the project plan, while logical, may not give you enough time to focus on the things that really matter to deliver the results that are really crucial to the success of the project.  Doing those status reports may seem like a big deal but if you miss your due date on your requirements document then it may be that your efforts were a little misplaced.

In my experience Pareto’s Law applies to most Business Analyst activities; stakeholders receive 80% of the benefits of project activities from 20% of the project’s efforts.  As a result I am always thinking about which activities offer the most bang for the client’s buck and prioritize my actions accordingly.  After completing high-value activities I meet with the stakeholders to reassess the other activities and see if they’re still worth pursuing, or if new high value efforts have been identified.

To help with this constant assessment and select which activity to do when I use a backlog-like list of outcomes and actions that could be worked on.  This allows me to review my top priority items at a glance and pick the one that best fits the time slot I currently have to work on something. Since I can only work on one thing at a time I constantly juggle what is at or near the top to ensure that both long and short term goals are being properly addressed. 

If I notice that some to do’s are constantly low on the list but my stakeholders have expectations for those things to be done, I work with them to clarify the value of these activities and determine if there are ways to either automate or outsource their performance if they are indeed valuable.  Otherwise I suggest they are added to the ‘if there’s time’ pile of activities that are worked on only if all activities relating to direct value outputs are completed.

Finding Your Productivity Sweet Spot

Becoming hyper-productive is highly dependent on each person; what makes you able to efficiently complete things could be completely different than someone else in the exact same situation.  The key to improving your personal productivity is to track your performance of activities and quickly perform a self-assessment when you’re doing tasks.  This doesn’t have to be onerous or documentation-heavy; just keep track of your time on a task and your thoughts about how productive you felt on the activity.  Jot down some pertinent environmental factors (noise level, distractions, stakeholder engagement, etc.).  Then once a week take a look at the tasks you’ve performed and see what worked well and why.

Over time you can reap the benefits of increased productivity by examining how to reduce your effort on specific tasks and find ways to help you focus on doing one thing at a time. These efficiency gains should help you set greater goals for yourself and deliver greater value to your organization and stakeholders.

Don’t forget to leave your comments below.


Jarett Hailes is President of Larimar Consulting Inc. and a Certified Business Analysis Professional.  He has worked with large and small organizations as a Business Analyst, Project Manager and Management Consultant, and is also a Scrum Certified Product Owner and ScrumMaster.


How a Business Analyst Should Prioritize Knowledge Transfer

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

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

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

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

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

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

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

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

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

All the best,

Kupe    

Don’t forget to leave your comments below.

Soft Skills Sustain Success

Like any other “business case”, this one starts with a business problem or opportunity. The problem is that a large percentage of business “change” projects (most involving IT) fail to meet their goals. In too many cases this failure is total.

Failure, including dismal failure, is NOT theoretical – examples abound. The IRS has spent 10 billion dollars twice on two projects over two decades without achieving their “business” goals and objectives. The Department of Homeland Security is scrambling to save some of the $110 million they spent on projects to track “Guest Visitors” – projects that resulted in unusable code and flawed requirements documentation.

Such problems are not limited to government ventures, nor are they ascribable to “bad ideas” or “less brilliant” practitioners. Blackberry was the dominant handheld smart phone for years, and is now struggling to remain relevant. Search engines come and go, and even Google feels the risks (patents expire, and winners are not always beloved, and lawsuits continue to settle behind the scenes).

Countless smaller, un-newsworthy projects fail every day, some to be abandoned and others to be repeated. Most common of all – many projects that are out of immediate public view “declare victory”. This happens in spite of the fact that everyone involved (especially the users of the “change”) knows the projects are challenged or even failures. The Space Shuttle program (not just the two failed flights) is one extremely public example (no comments please, unless you first look up the original stated goals and objectives of the Shuttle program).

OK, this is just a blog, so I am going to stray for a minute, for BOK sake. Some say that Google’s brilliance is not their patented search technology, but is actually a “business rules” based success (read the BOK technique of “business rules analysis”). Much of Google’s revenue is generated from a business policy of aggressively and consistently using other people’s intellectual property (search Ford, find Chrysler AdWords) combined with knowledge of the browsing public’s “private” behaviors and actions to generate revenue. The simplicity of their interface is quite brilliant, but exists only to hide the “back room”, where the deals get made.

Then we have the example of the iPad – an Apple product that people buy just to find out what it does! This is no small feat – “tablet” type computers have been tried repeatedly and have always failed in the past. Look at GE, which has a sustained success record that is the envy of many organizations and a history going all the way back to Thomas Edison. Consider the Post Office and the Social Security Administration and even your local Department of Motor Vehicles – these institutions have all improved operations and automation, even as other agencies have struggled. What about all the “un-newsworthy” projects that succeed (G.E.’s latest toaster is probably profitable, IIBA’s outsourced delivery of online CBAP tests has resulted in 400% growth in CBAP test takers, the U.S. Mint’s online coin sales and automated subscriptions seem to work for most people).

What is different? Is it just pure luck? If only luck is involved, we can quit right here. Assuming that there is more than luck involved, can we try to understand the difference?

Let’s try some Root Cause Analysis. According to an oft-cited 1995 Standish Group report (the “Chaos” report), projects that fail or succeed seem to fail or succeed for reasons like the following, organized according to how they seem to relate to each other:

FAIL

SUCCEED

Lack of User Input (we take “User” to mean “Stakeholder”, a more “modern term and important concept)

User (Stakeholder) Involvement

Incomplete Requirements & Specifications

Clear Statement of Requirements

Changing Requirements & Specifications

 

Lack of Executive Support

Executive Management Support

Lack of IT Management

Ownership

Technology Incompetence

Competent Staff

Lack of Resources

Hard-Working, Focused Staff

Technology Illiteracy

 

Unrealistic Expectations

Realistic Expectations

Unclear Objectives

Clear Vision & Objectives

Lack of Planning

Proper Planning

Unrealistic Time Frames

 

Didn’t need it (the project outcome) any longer

Smaller Project Milestones

New Technology

 

Other

Other

 Let’s start with “Lack of User Input” vs. “User Involvement”. I will use a table structure in place of the “fishbone” diagram for ease of reading (and writing!).

FAIL

SUCCEED

Lack of User Input because:

User Involvement

Users aren’t given time to provide input because:

  • No one asked for their time
  • Inaccurate planning & estimation
  • It isn’t worth their time
  • It isn’t a priority for their manager
  • Too much time is (has been) wasted in the process

 

Users are given time

Users don’t want to cooperate or give bad information because:

  • They are afraid for jobs and stability
  • They are loyal to friends and secrets
  • They are obligated by Union loyalties
  • They don’t trust the process
  • They don’t trust the organization
  • Their jobs ARE ACTUALLY at risk

Users want to cooperate and give their best information

There are no Users because:

  • The project involves a new invention
  • The outcome is invisible to users
  • The project is new to the organization
  • The users have all quit
  • The users were all hit by a truck

Project gets cancelled or it is handled as a “research and development” project or an internal “systems” project or leadership is changed and the users rehired.

Users don’t do anything or can’t because:

  • The current process is completely broken
  • The current process exists to create jobs
  • Users are not asked to do anything
  • Users are punished for taking action

Hence the project, hopefully not in place of improved leadership.

User input is never sought because:

  • There are no users (see above)
  • No one knows or believes that it matters
  • The users are too expert for the project team to understand

User input is always sought

Users cannot be observed because:

  • Thinking is impossible to “observe”
  • Work rules, law or social convention forbid observation
  • User behavior changes under observation
  • Cost of observation is high (deep sea divers)
  • Users don’t do anything (see above)

 

Users know what they do or can be observed

Users don’t know what they do because:

  • It is not easy to explain thinking in words – explaining how I wrote this is much harder than simply writing it
  • It is not easy to explain actions in words (explain “hitting .330 in the Major Leagues, as opposed to the more general process of merely “hitting a baseball”).
  • Users may have invented their own processes, without enough understanding to document (“it just works”)
  • What users do is complex and cannot be explained to non-experts
  • Users don’t repeat any process in their jobs
  • Users don’t do anything (see above)

Users know what they do or can be observed

Now, let’s keep it simple (frankly, I am out of time and space for this blog). Given that we know some success and failure factors, do we really need to keep digging into causes of causes and ultimate causes? If a logger were failing to cut logs, we would expect leadership (not the same as “the leader”) to intervene and help fix it. If a logger were failing to cut logs on Mars, we would expect leadership to intervene and put a stop to the wasted effort.

When we build lists like “Unclear Objectives”, but fail to clarify objectives, this can only be a failure of leadership, unless we enter a new society where “underlings” give themselves their own job, and raises too. To quote one of the participants in the Chaos study, a programmer who was interviewed as part of a focus group:

“Sometimes you have to make a decision you don’t like. Even against your own nature. You say well, it’s wrong, but you make that decision anyway. It’s like taking a hammer to your toe. It hurts.”

And another, an IT manager:

“Probably 90% of application project failure is due to politics!”

Apparently failure doesn’t hurt enough, because to challenge destructive forces one must risk displeasing one’s overseers, and that is far more painful. Only leadership, starting from above, can change this, and only when it values leadership over power.

Once again the BA profession must face it – while some problems cannot be solved with mere leadership (you can’t yet code up a physicist, or an artist, or a fair judge), the majority of problems can be traced to poor leadership, and not just from the bosses.

If you can face the challenge, leadership training, soft skills, communication, even sales – these investments will pay you the most. There is no lack of intelligence (the engineers knew the Space Shuttle was at huge risk), only a lack of influence by intelligence.

If we can stop just knowing what we know, and embrace the need to sell and teach and politic for what we know, we have the best chance to do good work and be recognized.

Keep up the good work, all you BA folk!

Don’t forget to leave your comments below.

How to Handle Tight Deadlines as a Business Analyst

BA_Nov30_FeaturePicWhen you are assigned a complex project that has a short timeframe (as often happens), it can be nerve wracking – I know this from experience. It’s like driving a racing car – you have to push close to the limits but any error can throw you completely off the track.

The first thing that I do when I get a project like that is considering the reasons for the deadline. You can end up with a tight deadline for a variety of reasons. The deadline may be mandated by the management. It can be determined by interdependencies between projects. It can be defined by market compliance rules. In other cases it’s estimated using the work breakdown structure for the project but ends up being too short because of wrong assumptions.

So how can you as a business analyst make sure that circumstances don’t control you and your team, and you deliver your project successfully? Keep in mind that sometimes you can be successful even if you don’t meet the original deadline!

Here is a visual summary of deadline causes and ways of handling them:

BA_Nov30_Article_cropped

Let’s look into the ways of handling deadlines in more detail.

Manage the Manager

Management sometimes sets up deadlines with a good “buffer” to allow themselves time for decision making at the end of the project, or because they don’t expect to get results on time and want to push things along by moving the deadline forward. This can be best mitigated by having good communication with the management.

However, what can you do if your manager does set an unreasonably short deadline? Find the tolerance level of your project sponsor (management) and of the key stakeholders who can influence the sponsor. Talk to end users to understand the severity of not delivering on time. There can be scope for negotiation.

Shuffle Dependencies

If your deadline is constrained by dependencies, you can talk to project managers of the upstream and downstream projects to get a better understanding of the interconnections. You might be able to find a way to reorganise things and either get what your project needs delivered earlier, or move the deadline for your own project.

Be Smart About Compliance Deadlines

If you’re working on a compliance project, it may have a firm deadline established by the market bodies. In this case find out if there is a transition period. It is usually provided because market participants have differing levels of compliance and don’t have the same resources available to make the transition. You can also evaluate the impact of breaching the deadline (such as fines for non-compliance), and prioritise the parts of the project which would have the highest financial impact if they are overdue.

Double Check Estimates

When it comes to deadlines defined by estimation, it’s a good idea to double check the estimates. Ask what facts and assumptions were taken into account when the task was initially estimated.

Watch Out For Changes

Once the project starts, you have to watch out for changes in the project environment. Changes will affect project completion time, so work with the team and stakeholders to update the WBS and the schedule.

Organising Work On Projects with Fixed Deadlines

After you’ve applied the practices above and you are sure that you’ve done everything you can to negotiate a reasonable deadline for your project, the next phase is organising your work in the best possible way to meet the deadline.

I’ve found that the following practices help me complete projects on time:

  • Determine the business context which will be affected by the change to status quo
  • Define the scope of the solution required to satisfy the identified business need
  • Plan short iterations to verify the project direction
  • Align the solution with the existing business processes and IT infrastructure

Each of these practices is discussed in more detail below.

Determine Business Context

Completing this step successfully often determines the success or failure of the project.

Many organizations that operate in a competitive environment have well defined and standardized processes. Many others don’t however, so be prepared to discover them. Explore the business processes which may be affected by the new solution. Learn which systems are used by the business within these processes. Embedding new solutions into these business landscapes should be considered thoroughly to reduce resistance to changes and exclude redundancy in project management, solution delivery and transition to the new state. If done right, it also gives a business analyst an opportunity to find ways to add value to the business.

The rationale for the project should be identified by the project manager, while the business analyst should identify business drivers and actual business needs.

Define Solution Scope

This is the exciting part of the project, but defining solution scope has never been an easy task. Short timeframes and technological changes which may occur during your project make it even more challenging.

In general, to cope with this task the project team needs a solid foundation to build on – well documented processes and good infrastructure. Knowing and using best industry practices can often point you towards defining a sustainable solution and save exploration and research time.

When it comes to defining solution scope, my approach is to use only the “must” requirements for the “initial” solution, and prioritise the remaining “should” requirements into subsequent phased releases (“final” solution).

You must work closely with the solution architect and play an active role in exploring available options. Often the overlap between business analysis and system architecture saves a lot of time – I have saved up to a third of project time by ensuring that the architect could use my documents as a useful starting point in producing a detailed design of the solution.

Plan Short Iterations

I’m still on the fence with regards to the Agile method. Its value is clear in software development (at least for certain kinds of projects) but when it comes to business analysis, I’m not so sure. However, short iterations are one useful technique in Agile which can reduce project time. Use them to get a summary of the completed and outstanding tasks, evaluate changes to the project scope, and identify feasible shortcuts.

Project manager and business analyst need to present a unified front in dealing with business stakeholders. Face to face communication is essential to make short iterations work for analysing the current situation, required changes and making decisions on the next steps. Informal communication style helps too – really, there’s just no time for strict formalities if you want to get things done. It’s very important for the project manager to arrange a “green corridor” for access to authorities and clear the way for the team to focus on delivering rather than struggling with bureaucracy.

As a business analyst, you also have to do your share to deliver results quickly by being professional and active in all your activities (industry research, compliance requirements and so on). Make sure that communication is well maintained between everyone involved in the project.

Align Business and IT Infrastructure

Most of the time new solutions are embedded into the existing environment. It’s a good idea to make maximum use of the existing components and processes to make the introduction of the new solution less intrusive and to minimise the number of temporary patches and business interruptions.

I try to present the solution in terms of interacting services to achieve this. I transform business references to applications and systems into services and show how they could interact. This approach allows me to show the business users how all pieces of the business, including external parties and outsourced services, come together and how the new solution will improve overall efficiency.

Conclusion

Whenever you get a project with a short deadline, don’t forget that there are two major considerations: what can be done to change the deadline, and what is the best way to organise your work to meet the deadline.

The practices presented in this article should help you address each of these considerations.

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Sergey Korban is the Business Analysis Expert at Aotea Studios, publisher of innovative visual learning resources for business analysts. We think business analysis should be easy to learn! We deliver practical knowledge visually, with a minimum of text, because that’s an efficient way to learn. Find out more at http://aoteastudios.com