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How to Thrive as a Business Analyst in the New Normal

The Pandemic hit us suddenly and yes it came without any notice to our lives as a transient thing but became the new normal way of life.

Some of us were initially worried thinking about what lies ahead, some were shocked, some found pleasure being relieved from the daily commute, time on the road, and traffic jams.

With the COVID 19 pandemic hitting us globally, organizations have embraced remote working as the new way for 2020, and some have announced it for 2021 also.

Moving to WFH

IT industry has moved to this new model in a relatively easier way, and the transition is relatively smoother.

But for the traditional industries, it’s a big shift, and the mode of working and infrastructure needed rethinking, planning, and to be worked out.

In most countries, the pandemic hit so suddenly that it left no time to prepare for the upcoming times. Going remote isn’t an easy task for many, as we may think.

However, as it’s popularly said, every cloud has a silver lining; similarly, every challenge comes with an opportunity. It’s up to us to step up and embrace this change and take benefit of the opportunity.

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Though many are happy with the new way of working for the reasons like: 

  •           The extra time gained from the commute
  •           The better work-life balance
  •           Increased productivity
  •           Saving of money and resources
  •           Lesser distractions

However, many challenges started to unfold as the new normal started sinking in, and this seemed like here to stay for some more time.

For this article, we will take a deeper look into the business analysis profession, what seemed to have worked well, the new challenges thrown, and how we can make the best of it in the new normal.

As a business analyst, one is responsible for:

  • Leading change and bringing new technology and products to the organization
    •     Gathering existing and new requirements/processes/features as part of the automation/new product
    •     Coming up with solutions to business problems/needs
  • Developing new systems/solutions to take care of any manual process / better performance / better revenue stream / more efficient process / better user experience
    •     Elicitation of requirements
    •     Modeling of requirements
    •     Signing off on requirements from the stakeholders
    •     Managing changes, if any to requirements.
    •     Development and implementation of the solution
    •     User acceptance testing
    •     User training

The business analysis profession is primarily involved in communication (written, verbal, visual), and the absence of face-to-face meetings brought new challenges.

Practical challenges for BAs in remote working

As part of the solutioning, requirements elicitation, user story reviews, prototyping, or any other phase of the project a BA needs to have close interaction and work with stakeholders, the tech team, the QA team, and other BAs.

Some specific challenges are:

Staying Engaged with Stakeholders

Most of these tasks were done traditionally with stakeholders using pre-dominantly following techniques such as Workshops, walk-throughs/Reviews, Brainstorming, and Observations.

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Here is a list of challenges and a few things that worked for many business analysts as shared by them when we asked them – https://www.linkedin.com/feed/update/urn:li:activity:6687061335701778432/

Challenges most of the business analysts faced:

  1.      Getting stakeholder engagements
  2.      Getting to know the non-verbal cues
  3.      Meetings can get off track.
  4.      Getting clear communications
  5.      Getting approval and clarity on requirements
  6.      Staying updated with the status
  7.      Bonding with the team
  8.      Figuring out the way everyone’s schedule and style of working
  9.      Making everyone comfortable and be participative in the meeting
  10.      Multiple time zones and the work timings followed with the new way.

Here is a set of guidelines for business analysis professionals to work effectively and efficiently in this new way and to make the transition smooth.

Few practices that worked well for most:

  1.      Breaking the ice – to get better participation from stakeholders and team
  2.      Give some background and the solution’s objective to get everyone talking for the requirements elicitation meetings. Silence kills participation.
  3.      Having catch-up calls, one in the morning for planning and one at day end for a status update, is good to keep everyone updated.
  4.      Scheduling meeting with clear agenda well in advance.
  5.      Starting the meetings by giving a brief background of past discussions and agreements.
  6.      Spend initial 5 minutes in setting out expectations and responsibilities like who will take notes, who will take responsibility for which part, who is expected to share inputs or information, who will get sign off, etc. A RACI matrix may be of help here. Meetings with clear agenda, expectation, success criteria, ownerships, and tasks assigned to members are more effective.
  7.      Wrapping up the meetings with the major discussion points and decisions made.
  8.      Being better prepared for the meetings/requirements elicitation sessions having gone through all the previous documents, changes suggested, and the mockups/processes/documentation.
  9.      Keeping all the documents needed open in the background for the meetings
  10.      Schedule 1:1s with colleagues and mentors to get feedback, schedule 1:1s with customers to check on them.
  11.      Get stakeholders/team take accountability and responsibility to stick on to the commitments and deadlines.
  12.      Following basic rules like muting when not speaking and using the chatbox to communicate points instead of disturbing the flow
  13. Use visuals and demos to gather better inputs or feedback. Start showing similar applications to gather/understand requirements and collect feedback instead of doing it verbally. Some popular visual/diagramming tools are
    1. Visio
    2. BizAgi Process Modeler
    3. Zoom white Board
  14.      Use collaboration tools to be more effective, like:
  •      Zoom
  •      Webex
  •      Go to meeting
  •      Go to Webinar
  1.      Being open about being away from work/break timings. Transparency is the key; keep everyone up to date, even if it’s good or bad. In this new normal, trust keeps us going –
  2.      Stay connected with the team through IM or chat options.
  3. Most draw a line between work and family

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Many say they love the new way since they can avoid the commute and have a good cup of tea at home in the morning before starting their day.

They can avoid office distractions and have their best productive time put to work.

Some say they can have a good time with children and pets, and having them close brings their best self out


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Overcoming the CHALLENGES

Maintaining Work Discipline

Few things that will help when you start as a practice/discipline:

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  • Setting up a workspace –
    •     Comfortable – A work desk/table with comfortable sitting arrangements. Couch, Bean bag, a bed should be avoided.
    •     Clean – Keep your workspace organized and clean to have a better/ productive day.
    •     Organized with your daily needs – Notebooks, drawing board (if you are a visual BA), pens, markers, etc.
    •     Good to have a green view
  • Avoid noise/distraction-free environment –
    •     Have a workspace set up in a place that’s away from the sounds of a pet, dishes, or cooking.
    •     Invest in a good pair of headphones to cut down on noise for conference calls.
    •     Make sure you are in proper attire if you are expecting a video call.
  • Keep back up for power and network outage.
    •     Most of the smartphones can be used as a mobile hot spot as the internet back up.
  • Make your availability known.
    •     Communicate your break timings (lunch, coffee, etc.) to your team and others
    •     Sign out of the instant communications applications like chat, IM, etc, when taking a break.
    •     Ensure your availability as per your official working hours

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  • Keep track of your tasks and plan your day.
    •     Keep track of your tasks and time spent.
    •     Plan your day at the beginning of the day
    •     Make your day plan known to others in the team with dependencies and support needed from the team.
    •     Share your day-end update with the team to ensure smooth working with the team.
  • Time Management
    •     Stick to your work timings – Remote working doesn’t mean you can start anytime you wish and end it at any time you wish.
    •     Be self-managed by keeping distractions to the minimum.
    •     Have your tasks for the day seen in front of you either as a sticky note or a day planner

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Upskill to keep yourself updated –

As the famous saying of Dr. Deming goes, “Learning is not compulsory nor is survival.”

Time and again, it has been proven that upskilling and getting certified puts one at the forefront in the job market, makes one eligible for the best opportunities and promotions.

Hence please keep some time booked or marked in your calendar for learning new skills, tools, or a certification.

Organizations have realized the importance of having highly skilled and matured BAs to enhance their delivery capabilities. So, when the demand for BAs is on the rise, how do you set yourself apart in a highly competitive world? Well, the answer is certification is one of the best and independent ways of showcasing your skills.

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IIBA Certifications are the most sought-after BA certifications for business analysts to excel in their careers.

If you are a BA and looking for upskilling and certification and unsure of the level of certification that you should seek, then here is a basic guide:

The beginners and newbies without any BA experience should pursue ECBA.

For professionals with 2+ years of BA, work-experience should pursue CCBA.

For professionals with 5+ years of BA, work-experience should pursue CBAP.

There are many other intangible benefits of learning and certification like

  •     Improved confidence
  •     Making one a trusted leader by management
  •     A huge help in navigating the job market
  •     Improved ability to guide and mentor team members
  •     Ability to provide better business opportunities/decisions to stakeholders
  •     Improved ability to lead successful change efforts
  •     Higher productivity and better self-esteem

Handling Yourself – Physically, Mentally, and Emotionally

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  •     Exercise – Find time for exercise to keep yourself physically fit – it’s proven that exercise helps us release chemicals like endorphins, serotonin, and dopamine that boosts our sense of well-being and suppresses hormones that cause depression and anxiety.
  •     Meditation – Helps you remain calm among stressful and hectic schedules and when things go out of your control.
  •     Emotionally – Stay in touch with friends and immediate family members over the phone, messages, video calls to make one feel connected and emotionally secured.
  •     Pick up hobbies that make you happy like cooking, painting, music or gardening, etc, which can be done without getting out or risking your safety.
  •     Unwind during the weekends and try to destress yourself.
  •     Share responsibilities at home with your partner. Teach your kids to take responsibility for keeping their room clean, picking up things after their play hours, helping you with chores like watering plants, laundry, pet care, etc.

Cut yourself from negativity.

We don’t control many things in our lives, but we certainly control the way we react or respond to it Hence, it’s important to keep the positive side up and negativity at bay, be it negative people, news, incident, or thoughts.

Focus on the IMPACT you create

  •     See the value you bring to the table in your project.
  •     Acknowledge the contributions you make to the stakeholders.
  •     Value the effort saving with automation you made
  •     Value your impact on your family
  •     Don’t measure things with the number of unsuccessful attempts to see your resilience and persistence.

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Remember that it’s not the situation that makes or breaks you; it’s how you respond to it that makes all the difference. When you stay positive, you pass on the positive energy to your team and your immediate family, and the people around you.

Your organization, team, and family need the most positive version of you NOW.

Rising to the Challenge

Visions. Missions. Goals. Objectives. They are great for creating a shared understanding and bringing teams together for a common purpose… until they’re not.

Having a team contribute to the goals and objectives for their project or area can be a great way to communicate the organisations vision and promote team cohesion. Measuring progress against objectives can help maintain momentum and allow the team to see progress, identify issues, and share success.

Sounds great, right? Or alternatively…

Visions and goals are just overly-optimistic business jargon that serve no real purpose. They have no bearing on my work and discussing them is a waste of time when I could be doing something more important. Objectives are just a way for management to shirk their responsibilities, and measuring objectives leads to unnecessary paperwork and micromanagement.

As Business Analysts, it is drilled into us how important a shared vision and/or goal is when coordinating a team of individuals to implement and sustain business change. Cascading visions and objectives can be a great way to align work across an organisation, ensuring the goals and objectives of the component parts contribute to the organisation vision and/or mission as-a-whole. It is accepted practice to set, regularly review and tweak goals and objectives, and there are several techniques to support the discovery, definition, communication and monitoring of goals and objectives, including MOST, SMART, and Balanced Scorecards.

However, for some, it can be hard to see the point of goal and objective setting. There can be a variety of reasons for this, including but not limited to:

  •     Feeling threatened by the prospect of being managed/measured
  •     Disappointment with previous efforts to define and deliver on goals and objectives
  •     Difficulty seeing how the wider vision relates to their day-to-day work
  •     General resistance to change

In cases where you have several individuals that feel this way, trying to define goals and objectives as a group is likely to prove fruitless.

So how can you bring a team together without a shared goal? Are there other ways to create a clear, shared purpose for a team?

The Challenge.

An alternative to setting a goal is to set a challenge. Having a challenge to overcome can create the clear direction and purpose required to coordinate work across a team.

The difference between a goal and a challenge you ask? Not a lot.

Overcoming a challenge is as good a goal as any. However, while the end-result may be the same, the mindset for getting there can be quite different:


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  •      ‘How can we contribute to the organisation vision?’ vs. ‘What challenges do we face in meeting the demands of the organisation?’
  • ‘What is our common purpose?’ vs. ‘What is stopping us from moving forward together?’
    •     ‘How do we measure progress against the objective?’ vs. ‘What steps have we taken to overcome the challenge?’

In the same way you can analyse and decompose goals to create objectives and requirements, a challenge can be further decomposed into target conditions and steps. Ultimately, challenges can be reworded to create goals, target conditions objectives, and steps requirements – meaning they can still be analysed and aligned to the visions/goals of the wider organisation/department.

Are there techniques that can help?

Yes, there are. More generic techniques such as Brainstorming, Mind Mapping and Affinity Mapping can help with the initial identification of challenges. However, when it comes to decomposing challenges into target conditions and steps, the A3 is a particularly useful technique.

The A3 (so named because they generally cover a single sheet of landscape A3) is a technique that has been developed and used as part of the Toyota Kata and adopted by Lean organisations. It is used to identify, define and manage process improvements. While Toyota uses A3’s as part of a wider process improvement philosophy and cultural mindset, an A3 can be a powerful stand-alone technique for supporting the discovery, definition and documentation of challenges, as well as record any progress in overcoming them.

The main idea behind the A3 can be summarised in four simple steps:

  1.      Understand the Challenge
  2.      Grasp the Current Condition
  3.      Establish the next Target Condition
  4.      Experiment towards the Target Condition

Templates for setting out an A3 vary. I have provided an example below. However, it is important to note that regardless of how sections are laid out on the page, it is important that the four key elements of the A3 are tackled in the order set out above – Challenge, Current Condition, Target Condition, Experiments. It’s also important to realise that the Target Condition should be the next Target Condition – there may be multiple Target Conditions before a Challenge is overcome.

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There are a couple of benefits to using the A3 technique:

  •     Its very logical, so will likely suit people who have a more logical mindset
  •     It’s can be used as a way of documenting and allocating discrete pieces of work
  •     It works well for situations where the path from the Current to the Target Condition is unclear, allowing time to think, explore options, and experiment – rather than feeling forced to articulate a solution straight away.

In the end…

Challenges and Target Conditions may be used as an alternative to the traditional approach of setting cascading goals and objectives. Involving team members in the process of discovering and defining challenges can be a good team-building exercise, especially in circumstances where a team feel removed from the vision of the wider organisation. A3’s can be used as a framework for documenting challenges and working towards overcoming them. While not a panacea for dealing with resistors and detractors, it is another tool that may prove useful in any journey the involves coordinating groups of people, aligning goals and objectives, and creating a shared vision to support the successful implementation of business change.  

Resources:

Toyota Kata: Managing People for Improvement, Rother, Mike, 2009.

Anna Rajander, February 2021.

Resources for the Investigative Analyst: Take your pick!

Being a Business Analyst (BA) is a lot like being an investigative journalist.

You often must dig through lots of seemingly useless information to find the truth that can set you on the right path for your project.

Here are a few frequently overlooked items that you can utilize as resources and analyze to help uncover useful information:

1) Meeting Recordings: What can I gain by listening to a recording? Well, it gives you an opportunity to pause and think through:

  1. What a stakeholder quoted?
  2. What a developer suggested?
  3. What a tester recommended?

These meetings can be analyzed and translated into process flows or current state diagrams. At the very least, by hearing a recording, you are now caught up with what was missed!

2) Presentations: I like to observe how slides are presented and structured during meetings. When slides have an organic progression of a topic, it is easy to follow along. When slides have too much information, I can get lost. Revisiting the slide deck after the meetings can help gain a better understanding of the topic or prompt you to jot down follow up questions. Analyzing the style or format of the slides that the author applied can trigger ideas or suggestions for your next presentation!

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3) Email: Checking your inbox is like a daily chore in our professional and personal lives. What kind of analysis could I perform? Watch for those long email chains that includes all the back-and-forth conversations, they could be a potential input for Responsibility/ RACI (Responsible, Accountable, Consulted and Informed) matrix. Yes, it is exhausting to scroll all the way down, but it gives you an understanding of all the stakeholders involved and can provide a fuller perspective.

4) Notes: Missed attending a meeting? Missed recording a meeting? Notes can come to the rescue. Raw or clean notes, they are extremely helpful to get a coworker caught up or can be a memory refresher. In addition, notes can be a powerful input to build decision logs or can feed an action item tracker. Tada, now I know why we did what we did!

5) Chat conversations: I was working on a project one time and there was some confusion about the scope. I recalled I had a casual chat conversation a long time ago relating to the same project with the developer. I searched my chat history and bingo! I was able to pull up what we had chatted about. Fast forward…six months later, this back in the day chat helped the developer and I comprehend what was discussed in the past, what was missed in the previous release and perform a comparative analysis to identify the scope.

6) Artifacts: Grab a document or a diagram that was probably created by a team member or your peer. Study their style and how you can improve your next set of deliverables. Perhaps, it could be an eye opener to how one of the artifacts that you had authored in the past could have been trimmed down by replacing the written content with diagrams instead. 

Conclusion:

Next time, when you are wondering, how to make information gathering more productive, I hope the above ideas can lend a helping hand and prove to be beneficial in your next investigation journey. Remember, it is the little things that can make a big difference or rather the little clues that can lead to the ultimate truth!

Leaders, Followers and Trusted Advisors

You may be interested in developing your leadership skills as a BA – but have you ever stopped to think about the quality of your followership skills?

We live in a world where the quality of leadership is considered to be absolutely critical to the success or failure of projects and organisations, but almost no emphasis is placed on the concept of followership. The role of ‘followers’ in organisations is often minimised, though clearly good leadership relies on good followership to actually get things done.

There are negative connotations with the word follower, no one wants to see themselves as a follower, we all want to emphasise our leadership skills and qualities. We seem to ignore the fact that being a leader almost always involves being a follower too. Everyone has a boss.

Types of Leaders

There are many leadership styles. Some are adopted consciously by leaders who understand their own values, reflect on their own behaviours and understands the impacts of their words and actions. Others are the product of default actions or inherited approaches. Leadership has been the focus of a great deal of academic research, thousands of books, millions of seminars, webinars, training courses and qualifications. The implication is clear: leadership is a skill that can be taught and honed. Where is the training on becoming a better follower? Who would attend that course?

Types of Followers

Being an effective follower does not mean always agreeing with those in leadership positions, it does not mean blindly going along with any idea or initiative which comes from leaders. It is about taking responsibility, owning problems, appropriately challenging things which don’t make sense or could be improved.  Leaders need followers they can count on to tell them the truth in a professional, concise and constructive way.

Being a good follower is something we can take pride in as BAs, as it depends on two skills we already have. The first is critical thinking, the second is active participation.


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BA Dec2 2020

Critical Thinking

Business Analysts must apply critical thinking skills all the time to be successful in our roles. The term ‘critical thinking’ encompasses the ability to systematically solve problems, construct and evaluate arguments, make logical connections, highlight gaps and inconsistencies. All of these skills can be applied in a positive and collaborative way and ‘critical’ should not be confused with ‘criticism’.

Leaders should encourage independent thinking from their followers, as leaders cannot provide all the answers and need input and scrutiny for the ideas and strategies put forward.

Participation

When we choose to act or not act, care or not care, volunteer or step back, we are sending clear messages about our levels of participation within our organisations. BAs often rail against the deterministic attitude of “we have always done it that way” or nods around the table leading to no action, and we must be vigilant about these  behaviours in ourselves.

 ‘Activism’ may or may not be in line with direction set by leaders. It is the role of leaders to listen to dissenting voices, if they have applied critical thinking and are actively participating even if it is not what the leader wants to hear, and it is the role of followers to engage in a positive and constructive way even if they don’t like where the leader is headed.

Participation begins with the courage to speak up, and in particular ask good questions, which is something BAs should be well practiced in.

Trusted Advisors

Many BAs do not seek  traditional leadership positions, but do want to have a level of influence, feel our voice is heard and make a positive contribution. This utopia is often described as becoming a ‘trusted advisor’.  How can we become trusted, so that our advice is both sought and impactful? There is no single route to becoming a trusted advisor, as it is dependent on the organisational context, levels of knowledge and experience, relationships and hierarchies, our attitude and the approach of those around us. But it starts with two skills: making an active contribution and applying critical thinking and (in other words,  being an effective follower!).

Conclusion

If we are able to move away from the negative connotations of being a follower, and see the role as equal but different to leadership, we can recognise the importance of both skill sets.

By considering the quality of our followership skills, and prompting conversations about the type of followers that contribute to the success of organisations, we can promote participation, celebrate critical thinking and achieve better outcomes together.

Further reading:

[1https://hbr.org/1988/11/in-praise-of-followers“>https://hbr.org/1988/11/in-praise-of-followers

[2] Goffee & Jones (2019) Why should Anyone be led by you?

Minimum Viable Product (MVP) Released: Move on or Resume?

What’s next? If you are like me, then you are pondering the next item on your to-do list and you can relate to this question.

I end up planning for the next task while my current one is still in progress. Typically, a multi-year project is broken into phases. Prior to the completion of the first phase, discussions are already under way for the next phase. As humans, it is natural to get excited about the new features in an application and want to continually improve on those features. Yet, it is worthwhile to take a pause from “What’s next” or “What’s new”, so that the team can reflect on parking lot items and lessons learned to help define product value.

Here are a few action items that a Business Analyst (BA) or any team member can resume post MVP release:

  • Revisit the user’s wish list: I have worked on initiatives where we got so focused with the delivery of MVP that the immediate next step was to continue to improve the released MVP. In this process, the wish list of the end users or “nice to have” requirements that were tabled were permanently left off.

How can I help? Record, revisit and re-evaluate wish list items on the backlog once the dust settles down with the MVP release. Follow up discussions relating to these items act as a reminder and help discover new backlog items.

  • Address edge cases: Recall exceptional scenarios that came up in previous meetings? Often, these exceptions do not transpire on a regular basis and end up on the back burner because the goal initially is to just rollout the MVP.

How can I help? Schedule a discussion, create a project plan and address the one-off scenarios. Risk and prioritize these scenarios to determine which ones will be in the next MVP release and which ones will potentially never need attention.


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  • Reiterate “New functionality vs value: I was shopping online once, and the website met all the primary needs of an online shopper. However, it was when I had entered all the payment information, I was notified that an item was not in stock. As an online customer, I see more value in receiving live inventory updates for an item instead of the fancy features offered on the website. From the vendor’s perspective, MVP release could be “complete”, but did anyone analyze and evaluate what is truly valuable to an online customer?

How can I help? Perform value analysis. Collaborate with the business partners to define “value”. Value may look very different from the lens of a manager vs the lens of an end user.

  • Update glossary: I have attended meetings where participants call out terms and abbreviations. When it is a global project, there is an extra layer of chaos since there are a myriad of words and languages thrown all over the place. A lack of standard global terminology is an ongoing problem.

How can I help? Volunteer to author this list and get the definitions reviewed by business partners. Maintain a glossary as a living document in a central repository where everyone can review it after every MVP iteration.

  • Gather feedback: Are the users inundated with the new application or functionality? Are they forced to adopt the new application? Do they feel it is the same way of doing business but in a new application this time?

How can I help? A survey is a great option to capture the true sentiments of a user. It gives them an opportunity to vote on their likes and helps the team determine value for the next MVP release.

Have you resumed tasks that were placed on hold due to the MVP release? What are the action items you would like to pick up from where you left off? Think about it!! You do not want to keep improving the last MVP endlessly and overlook the features that never made it to the MVP release.  The end goal is not to get so absorbed with the MVP that the tasks or action items post MVP release slip through the cracks.

“Strive Not to Be A Success, But Rather to Be of Value” – Albert Einstein