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0 © Copyright 2012 Enfocus Solu7ons Inc. All Rights Reserved. Create a Business Analysis Center of Excellence: Improve Business Outcomes and Innovation John E. Parker, CVO Enfocus Solutions Inc. www.enfocussolutions.com

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Page 1: Create a Business Analysis Center of Excellencemedia.modernanalyst.com/Center_Of_Excellence_EnfocusSolutions.pdf · ©"Copyright2012"Enfocus"Solu7ons"Inc."All"Rights"Reserved."" 0

0  ©  Copyright  2012  Enfocus  Solu7ons  Inc.  All  Rights  Reserved.    

Create a Business Analysis Center of Excellence: Improve Business Outcomes and Innovation

John E. Parker, CVO Enfocus Solutions Inc.

www.enfocussolutions.com

Page 2: Create a Business Analysis Center of Excellencemedia.modernanalyst.com/Center_Of_Excellence_EnfocusSolutions.pdf · ©"Copyright2012"Enfocus"Solu7ons"Inc."All"Rights"Reserved."" 0

1  ©  Copyright  2012  Enfocus  Solu7ons  Inc.  All  Rights  Reserved.    

John  E.  Parker  •  Chief  Visionary  Officer  of  Enfocus  Solu7ons  Inc.  •  Previous  Posi7ons  

o  President  and  CEO  of  Enfocus  Solu7ons  Inc.  incep7on  through  February  2013  

o  EVP  and  Cofounder,  Spectrum  Consul7ng  Group  o  EVP  and  CTO,  MAXIMUS  Inc.  o  Outsourced  CIO  for  HSHS  (Large  Healthcare  System)  o  KPMG  Partner  

•  Exper7se  o  IT  Strategic  Planning  o  Business  Analysis  o  Recovering  Troubled  and  Challenged  Projects  o  Enterprise  Architecture  o  Development  Methodologies  (Agile,  Waterfall,  RUP,  Design  

First,  FDD,  TDD)  o  Financial  and  Cost  Benefit  Analyses  o  Business  Process  Improvement,  Reengineering,  and  

Management  

Contact: •  http://enfocussolutions.com •  [email protected]

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2  ©  Copyright  2012  Enfocus  Solu7ons  Inc.  All  Rights  Reserved.    

Why  Focus  on  Business  Analysis  

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3  ©  Copyright  2012  Enfocus  Solu7ons  Inc.  All  Rights  Reserved.    

Why  Focus  on  Business  Analysis?  

•  Deliver  More  Successful  Projects  o  Eliminate  major  causes  of  challenged  or  failed  projects  (Poor  requirements,  Lack  of  User  

Input,  Changing  Requirements)  o  Reduce  Scope  Creep  (Significant  cause  of  project  delays  and  cost  overruns)  

•  Eliminate  Waste  o  Less  rework  –  (40%  of  project  costs  is  related  to  rework,  70%  of  this  is  from  poor  requirements)  o  Eliminate  unnecessary  func7onality  (49%  of  funcIonality  is  never  used)  

•  Deliver  More  Business  Value  o  Realize  more  benefits  through  Benefits  Realiza7on  Management  (Studies  show  3x  

improvement  when  benefits  realizaIon  is  applied)  o  Obtain  be]er  understanding  of  business  needs  

•  Achieve  Results  Faster  o  Iden7fy  and  deliver  quick  wins  o  Deliver  high  value  func7onality  earlier  through  feature  priori7za7on  

•  Provide  BeCer  SoluDons  o  Gain  a  be]er  understanding  of  business  needs  o  Understand  various  stakeholder  perspec7ves  o  Achieve  higher  user  acceptance  and  support  

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4  ©  Copyright  2012  Enfocus  Solu7ons  Inc.  All  Rights  Reserved.    

Challenges  for  Business  Analysis  

•  New  profession  –    o  Lack  of  understanding  o  Low  maturity  level  o  Significant  varia7on  in  roles  and  responsibili7es  in  and  between  organiza7ons  

•  Fragmented  repor7ng  and  organiza7on  o  Many  different  7tles  o  Significant  varia7on  in  roles  and  responsibili7es  o  Organiza7onal  placement  (Some  report  to  IT,  some  report  to  business)  

•  Percep7on  o  Oben  viewed  as  non-­‐strategic  (Requirement  Writers)  o  Value  not  fully  understood  o  Development  is  rapidly  to  agile:  There  is  no  formal  business  analysis  role  in  agile  

•  Integra7on  into  exis7ng  processes  o  Project  management  prac7ces  o  Systems  development  lifecycles  o  Business  process  improvement  o  Business  units  

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5  ©  Copyright  2012  Enfocus  Solu7ons  Inc.  All  Rights  Reserved.    

Business  Analysis  v  Business  Analyst  Business  analysis  “is  the  set  of  tasks  and  techniques  used  to  work  as  a  liaison  among  stakeholders  in  order  to  understand  the  structure,  policies,  and  operaIons  of  an  organizaIon,  and  to  recommend  soluIons  that  enable  the  organizaIon  to  achieve  its  goals.”    A  business  analyst  “is  any  person  who  performs  business  analysis  acIviIes,  no  maPer  what  their  job  Itle  or  organizaIonal  role  may  be.”    “Business  analysis  pracIIoners  include  not  only  people  with  the  job  Itle  of  business  analyst,  but  may  also  include  business  systems  analysts,  systems  analysts,  requirements  engineers,  process  analysts,  product  managers,  product  owners,  enterprise  analysts,  business  architects,  management  consultants,  or  any  other  person  who  performs  the  tasks  described  in  the  BABOK®  Guide,  including  those  who  also  perform  related  disciplines  such  as  project  management,  soXware  development,  quality  assurance,  and  interacIon  design.”  

Source:  BABOK  Version  2,  IIBA  

Business  Analysis  is  not  men7oned  once  in  the  the  current  version  of  the  PMBOK.  

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Transforming  Business  Analysis    

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Business  Analysis  Improvement  Areas   PotenDal  Benefit  Reduce  Rework  for  Plan  Driven  Projects   10-­‐15%  of  Project  Costs  

Reduce  the  Number  of  Itera7ons  for  Agile  Projects  

10-­‐20%  Savings  on  Agile  Projects  

Eliminate  Unnecessary  Features   20-­‐30%  of  Project  Costs  

Catch  Defects  Earlier  and  Prevent  Produc7on  Defects  

10-­‐20%  Savings  on  Project  and  Maintenance  Costs  

Achieve  Higher  Project  Success  Rates   5-­‐10%  of  Project  Poriolio  

Deliver  Be]er  Business  Outcomes  and  Achieve  Greater  Benefits  Realiza7on  

1.5  to  2x  increase  in  actual  benefits  realized  

Eliminate  Manual  Workaround   Produc7vity  Increase  

Be]er  Vendor  Management  and  Be]er  Leverage  of  Offshore  Resources  

10-­‐30%  Savings  in  Outside  Resource  Costs  

Deliver  Results  Faster   NPV  of  Receiving  Benefits  Earlier  

DemonstraDng  a  High  ROI  for  BA  Investment  

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Reduce  Waste  from  Rarely  or  Never  Used  FuncDonality  

Source:  Standish  Group  Report  at  XP  Conference  2002  by  Jim  Johnson  

 

Opportunity:    64%  of  sobware  development  is  rarely  or  never  used.    Outcomes:  Savings  in  development,  deployment  and  maintenance  costs      RecommendaDons:  •  Break  solu7on  into  small  chunks  that  deliver  value  (Features)  

•  Assign  a  BA  and  Sponsor  to  each  feature  •  Priori7ze  features  and  eliminate  ones  of  li]le  or  no  value  

•  Define  both  stakeholder  and  solu7on  requirements  

•  Don’t  over-­‐engineer    •  Develop  requirements  based  on  the  solu7on  scope  

•  Manage  the  project  based  on  the  solu7on  scope  

Poten7al  Opportunity:    10-­‐30%  of  Project  Costs  

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Reduce  Development  Rework  

Opportunity:      •  Data  from  Carnegie  Mellon  indicate  that  

60-­‐80%  of  sobware  development  cost  is  rework  

•  Requirement  defects  account  for  70-­‐85%  of  rework  costs  (Source:  Sobware  Quality  Engineering)  

•  Errors  found  late  in  the  development  cycle  can  cost  organiza7ons  up  to  200  7mes  more  than  if  detected  in  requirements  phase  (Source:  IBM)  

 Outcomes:  Savings  in  development,  deployment  and  maintenance  costs      RecommendaDons:  •  Develop  be]er  requirements  •  Improve  requirements  valida7on  •  U7lize  features  to  develop  requirements  

Poten7al  Opportunity:    10-­‐15%  of  Project  Costs  

Source:  IBM  

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Achieving  a  Return  from  Business  Analysis  

•  BA  Processes  cross  over  mul7ple  func7onal  areas.    BA  processes  must  be  defined  end-­‐to-­‐end  addressing  integra7on  with  PM,  QA,  DEV,  Customers,  and  Users.  

•  Reduc7on  in  cycle  7mes  is  cri7cal  for  successful  Business  Analysis.  Reduc7on  in  cycle  7mes  requires  o  Moving  away  from  Large  Requirement  Documents  to  Just  Enough  Just-­‐in-­‐Time  o  Transi7oning  from  managing  data  instead  of  paper  documents  o  Breaking  projects  into  small  chunks  (Features)  and  delivering  to  development  when  

ready  (bundles)  o  Geong  faster  feedback  by  con7nuously  reviewing  and  valida7ng  requirements  instead  

of  wai7ng  for  large  documents  to  be  produced  •  64%  of  sobware  func7onality  that  is  developed  is  rarely  or  never  used.  This  represents  significant  waste  and  a  big  opportunity  for  cost  savings.  These  savings  can  be  harvested  by  using  features  and  carefully  priori7zing  the  features.  

•  The  real  benefit  from  be]er  business  analysis  is  delivering  be]er  business  solu7ons  that  result  in  be]er  business  outcomes  (Increased  Revenue,  Lower  Costs,  and  Higher  Produc7vity)  

•  Developing  requirements  collabora7vely  results  in  be]er  requirements.  Be]er  requirements  achieves  less  rework,  lower  costs,  and  be]er  solu7ons.  

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Times  Have  Changed!!!  It  is  7me  to  Abandon  Requirements  Prac7ces  of  the  70s  

Area   Old  Way   New  Way  

Development  Lifecycle   Waterfall   Agile/Kanban  

Requirement  Format   “Shall  Statements”   User  Stories  

Requirements   Documents   Data/Backlog  

Messaging   Developer  Focused   Business  Focused  

Focus   Technical  Solu7ons   Business  Outcomes  

Requirement  Wri7ng   Requirements  Analyst   Collabora7ve  Team  Effort  

Elabora7on   All  Details  Up-­‐Front   Just  Enough  Just  In  Time  

Test  Cases   Developed  in  Test  Phase   Developed  Up-­‐Front  and  used  in  DEV  and  TEST  

Requirement  Tool   Word  or  Excel   Business  Analysis  Tool  

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Developing  Requirements  

The  Old  Way  –  Documents  •  BRD  –  Business  Requirements  Document  •  MRD-­‐  Market  Requirements  Document  •  URD  –  User  Requirements  Document  •  FRD  –  Func7onal  Requirements  Document  •  UIRD  –  User  Interface  Requirements  Document  •  SRS  –  Systems  Requirements  Specifica7on  

The  New  Way  –  Data  •  Objec7ves  •  Impacts  •  Features  •  Bundles  •  Releases  

The  New  Way  –  Integrated  Database  Mul7ple  disciplines  working  together  to  create  an  integrated  requirement  repository  that  includes  business,  stakeholder,  and  solu7on  requirements.  

The  Old  Way  –  MulDple  Versions  of  Paper  Documents  An  single  analyst  crea7ng  versions  of  requirement  documents  in  Word  and  then  wai7ng  for  stakeholders  to  review  and  approve.    

The  New  Way  –  Data  IntegraDon  Requirement  data  is  transmi]ed  to  applica7on  and  tes7ng  environments  electronically.    

The  Old  Way  –  Paper  Documents  Sent  to  Development  Large  paper  documents  were  sent  to  Development  for  building  and  tes7ng  the  system  

The  New  Way  –Business  Value  and  Outcomes    The  Old  Way  –  Technical  SoluDons  

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Stakeh

olde

r    Re

quire

men

ts  

Solu7o

n  Re

quire

men

ts  

Busin

ess    Re

quire

men

ts  

Users  

Execu7ve  Sponsor  

Developers  

Quality  Assurance  

Project  Manager  

Opera7ons  &  Support  

Technical  SMEs  

Business  Analyst   Business  SMEs  

User  Experience  

Developing Requirements is a Team Sport Transforming Business Analysis Requires More than Just Training Business Analysts

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Collaborative Requirements

CollaboraDon  is  business  analysts,  business  stakeholders,  users  and  technical  stakeholders  working  with  together  to  develop  requirements.  The  various  par7es  work  together  by  sharing  knowledge,  learning,  and  building  consensus  in  terms  of  what  is  needed  to  build  the  solu7on.    One  leading  consulIng  firm  found  that  they  were  able  to  capture  93-­‐95%  of  the  funcIonality  by  using  a  collaboraIve  requirements  approach  versus  only  65%  when  a  more  tradiIonal  interviewing  method  was  used.  In  addiIon,  there  was  significantly  higher  user  saIsfacIon  for  soluIons  that  were  built  with  collaboraIve  requirements  

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Who  owns  Primary  Responsibility  for  Requirements  

Budget  %  of  Target  

Time  %  of  Target  

FuncDonality  %  of  Target  

Stakeholder  Time  %  of  Target  

IT     162.9   172   91.4   172.9  

Business   196.5   245.3   110.1   201.3  

Jointly  Owned   143.4   159.3   103.7   163.4  

Source  IAG  Business  Analysis  Benchmark,  2008  

Joint  Responsibility  for  Requirements  Makes  a  Big  Difference  

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Agile  Development   COTS  &  SaaS  

Plan-­‐Driven  Development  (Waterfall)  

Process  Improvement  

Business  Analysis  

Transforming  Business  Analysis  

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Transforming  Business  Analysis  

1.  Transforma7on  Requires  Much  More  than  Just  Training  Business  Analysts  

3.  Achieving  Business  Outcomes  Requires  Good  Business  Requirements  

4.  Delivering  Value  Requires  Defini7on  and  Management  of  Solu7on  Scope  

2.  Organiza7ons  Must  Transform  from  Archaic  Methods  and  Processes  

6.  Defini7on  of  Stakeholder  Requirements  is  Key  for  User    Adop7on  

5.  Understanding  Impacts  and  Gaps  is  cri7cal  for  Enabling  Change  

8.  Solu7on  Assessment  and  Valida7on  Delivers  Be]er  Solu7ons  

7.  High  Quality  Solu7on  Requirements  and  Data  Integra7on  Reduce  Rework  

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End-­‐to-­‐End  TransformaDon  Effec7ve  Business  Analysis  Requires  Integra7on  into  Exis7ng  Processes  

Project  Management  

Business  Stakeholders  Development   Quality  

Assurance  User  

Experience  Business  

Architecture  

Business  Analysis  

•  Successful  projects  •  Fewer  Delays  

•  Higher  Sa7sfac7on  •  Increased  Produc7vity  •  Less  workarounds  

•  Less  Rework  •  Faster  Time  to  Delivery  •  Lower  Costs  

•  Fewer  Defects  •  Defects  Caught  earlier  

•  Higher  quality  solu7ons  

•  Increased  Revenues  •  Lower  Costs  •  Faster  7me  to  market  

•  Business  Alignment  

• WBS  based  on  features,  bundles  and  releases  

•  All  7  requirement  types  as  defined  in  PMBOK  

•  Impact  based  risk  management  

•  UCD  incorporated  into  process  

•  Ac7ve  user  par7cipa7on  

•  Requirements  delivered  electronically  

•  Par7cipate  in  elabora7on  of  requirements  

•  Create  test  cases  from  acceptance  criteria  

•  QA  for  requirements  as  well  as  solu7on  

•  Con7nuous  par7cipa7on  

•  Priori7za7on  of  solu7on  scope  

•  Scope  7ed  to  objec7ves  •  Improved  transparency  

•  Requirements  traced  to  architectural  components  

•  Par7cipate  in  requirements  development  

Transforma6on  

Outcomes  

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End  to  End  Improvement  Using  Business  Analysis  From  Business  Need  to  Business  SoluDon  

Business  Need  

Solu7on  Concept  &  Scope  

User  Needs  

Define  and  Design  Solu7on  

Build  Solu7on  

Test  Solu7on  

Deliver  Solu7on  

Business  Requirements  

Solu7on  Scope  

Stakeholder  Requirements  

Solu7on  Requirements  

Transi7on  Requirements  

Idea7on  to  Features   Features  to  Requirements   Requirements  to  Value  

Solu7on  Assessment  

Verifica7on  &  Valida7on  

Features   Bundles   Releases  Vision  

Development  Lifecycle  

Business  Analysis  Lifecycle  

Project  Management  WBS  

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Stakeholder  Analysis  and  Requirements  Developing  Stakeholder  Requirements  Requires  Understanding  Who  the  Stakeholders  Are  

Customer   Users   Technical  Stakeholders  

GRC  Stakeholders  

• Cost  • ROI  • Strategy  • Timeframe  • Outcomes  • Goals  • Objec7ves  

• Ac7vi7es  • Usability  • User/System  interac7on  

• Process  Design  • Informa7on  Needs  • Sales  and  Marke7ng  Needs  

Business  SME  

• Standards  • Policies  • Controls  • Compliance  

• Architecture  • Support  • Business  Con7nuity  • Security  • Capacity  

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Requirements  TransformaDon  Developing  Good  Requirements  is  at  the  Core  of  good  Business  Analysis  

The  Goal  is  to  move  away  from  paper:  Manage  Data  not  Documents  

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Business  Analysis  Process  TransformaDon  

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Requirement  Types  

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Requirement  Types  Requirement  Types  Defined  in  Both  PMBOK  and  BABOK  

•  Business  requirements,  which  describe  the  higher-­‐level  needs  of  the  organizaIon  as  a  whole,  such  as  the  business  issues  or  opportuniIes,  and  the  reasons  why  a  project  has  been  undertaken.  

•  Stakeholder  requirements,  which  describe  needs  of  a  stakeholder  or  stakeholder  group.  •  Solu6on  requirements,  which  describe  features,  funcIons,  and  characterisIcs  of  the  

product,  service,  or  result  that  will  meet  the  business  and  stakeholder  requirements.  SoluIon  requirements  are  further  grouped  into  funcIonal  and  nonfuncIonal  requirements:  o  Func6onal  requirements  describe  the  behaviors  of  the  product.  Examples  include  

processes,  data,  and  interacIons  with  the  product.  o  Nonfunc6onal  requirements  supplement  funcIonal  requirements  and  describe  the  

environmental  condiIons  or  qualiIes  required  for  the  product  to  be  effecIve.  Examples  include:  reliability,  security,  performance,  safety,  level  of  service,  supportability,  retenIon/purge,  etc.  

•  Transi6on  requirements  describe  temporary  capabiliIes,  such  as  data  conversion  and  training  requirements,  needed  to  transiIon  from  the  current  “as-­‐is”  state  to  the  future  “to-­‐be”  state.  

 Two  Addi6onal  Requirement  Types  Defined  in  PMBOK  

•  Project  requirements,  which  describe  the  acIons,  processes,  or  other  condiIons  the  project  needs  to  meet.  

•  Quality  requirements,  which  capture  any  condiIon  or  criteria  needed  to  validate  the  successful  compleIon  of  a  project  deliverable  or  fulfillment  of  other  project  requirements.  

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Requirement  Types  

Requirement  Type   Purpose   Project  Risk  Business  Requirement   Describe  why  the  project  is  being  

undertaken  from  a  business  perspec7ve.  

Expected  business  outcomes  will  not  be  achieved    

Stakeholder  Requirements   Stated  from  the  user's  point  of  view  and  describe  what  is  needed  for  the  user  to  do  his  or  her  job.    

User  needs  will  not  be  met  resul7ng  in  refusal  to  use  the  system  or  costly  workarounds  

Solu7on  Requirements    (Func7onal  and        Nonfunc7onal)  

Stated  from  the  system's  perspec7ve  and  describes  what  the  system  must  provide  to  sa7sfy  the  business  and  user  requirements.    

Results  in  costly  rework,  budget  and  schedule  overruns,  subop7mal  solu7ons  that  deliver  li]le  value  to  the  business.  

Transi7on  Requirements   Describe  what  is  needed  to  transi7on  from  the  current  (AS-­‐IS)  to  the  the  future  state  (TO-­‐BE).  Includes  such  things  as  data  conversion  and  training  requirements.  

Systems  delays,  customer  service  interrup7ons,  costly  roll-­‐backs  

Failure  to  define  Each  Type  of  Requirement  is  a  Major  Project  Risk  

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Requirements  Model  Objec7ves   Features  

Business  Requirements  

Stakeholder  Requirements  

Func7onal  Requirements  

Nonfunc7onal    Requirements  

Transi7on  Requirements  

Use  Cases  Personas  

Data  Conversion   Training  

Performance  

Presenta7on   Data  

Usability   Flexibility   Reliability  

Needs   Scenarios  

Process   Logic  

Business  Rules  Interfaces  

Support  

Standards   Security  

Business  Problem  

Impact  (Gap)  Analysis  

Organiza7onal  Context  

Business  Case  

Requirement  (Shall  Statements,  Pa]erns,  User  Stories)  

Cut-­‐Over  

Requirements  Elabora7on  (A]ributes)  

User  Experience  

Performance  Measures  

Condi7ons  of  Sa7sfac7on  

Acceptance  Criteria  

Test  Cases  

Verifica7ons  

Verifica7ons  

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Why  Word  and  SharePoint  do  not  Work  

•  Requirements  are  more  data  intensive  than  document  intensive  •  Mul7ple  people  need  to  work  on  the  requirements  at  one  7me.  This  is  impossible  or  very  

difficult  with  a  word  processor  such  as  Word.  It  is  important  to  track  who  and  when  changes  were  made.  

•  Requirements  need  to  be  managed  as  backlog  items  to  support  agile  and  complex  projects  o  Development  itera7ons  o  Different  Teams  

•  Requirements  are  more  than  just  text  o  Related  Business  rules  o  Visualiza7ons  (Process  models,  data  flow  diagrams,  wireframes  etc.)  o  Related  documents,  videos,  screenshots,  etc.  o  Rela7onships  and  traceability  

•  Requirements  need  to  be    managed  individually  and  collec7vely  o  Priori7za7on  o  Bundling  o  Lifecycle  management  

•  Review  and  valida7on  is  con7nuous  process  not  a  single  event  like  a  word  document  •  Each  type  of  requirement  needs  different  types  of  data  (Pa]erns)  •  Requirements  need  to  be  traced  forward  and  backwards  from  the  source  where  they  were  

created  to  deployment  in  the  solu7on  •  Oben  7me,  it  is  necessary  to  gather  addi7onal  data  to  make  a  requirement  complete,  this  is  

oben  done  with  ac7on  items.  Trying  to  track  all  of  these  in  word/SharePoint  can  be  a  nightmare.  

Over  70%  of  OrganizaDons  use  Word  to  Develop  Requirements  

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ObjecDves   Impacts   Features   Bundles   Releases  

Business  Outcomes   SoluDon  Scope   Build  and  Test   TransiDon  Gaps  

Why  are  we  doing  this?  

What  needs  to  be  done?  

What  will  change?  

How  will  the  solu7on  be  built  or  acquired?  

How  will  the  organiza7on  transi7on  to  the  new  solu7on?  

Requirement Containers

Business  Requirements  

Business  Requirements  

Stakeholder  Requirements  

Solu7on  Requirements  

Quality  Requirements  

Solu7on  Requirements  

Quality  Requirements  

Transi7on  Requirements  

Business  Sponsor  

Process  or  Service  Owner  

Feature  Sponsor  (SME)  

Development  Team  

Release  Team  

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Work  Breakdown  Structure  Features,  Bundles,  and  Releases  fit  Perfectly  into  a  WBS  

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Requirement  TransformaDon  Summary  10  RecommendaDons  to  Achieve  Breakthrough  Performance  

1.  Focus  on  managing  data  instead  of  producing  paper  documents.  Use  a  tool  such  as  Enfocus  Requirements  Suite™  instead  of  Word  or  Excel.  

2.  Create  and  implement  a  requirements  model  that  includes  all  the  requirement  types  specified  in  BABOK  and  PMBOK.  

3.  Develop  requirements  collabora7vely  instead  of  in  isola7on.  Share  accountability  –  every  Feature  should  have  a  sponsor.  

4.  Define  solu7on  scope  (Features)  before  defining  solu7on  requirements.  5.  Develop  requirements  itera7vely  and  incrementally  in  layers.  6.  Con7nuously  review  and  validate  requirements  instead  of  reviewing  and  

approving  requirements  aber  large  paper  documents  are  completed.  7.  Keep  stakeholder  requirements  separate  from  solu7on  requirements  but  

trace  solu7on  requirements  to  stakeholder  requirements.  8.  Adjust  the  amount  of  requirement  detail  (elabora7on)  to  the  needs  of  the  

project.  Deliver  just  enough  detail  just  in  7me  for  development.  9.  Integrate  requirement  silos  (Business  Analysts,  Systems  Analysts,  UCD,  QA,  

Architects).  Mul7ple  silos  exacerbate  communica7on  problems  and  cause  delays.  

10.  Focus  on  delivering  be]er  business  outcomes  and  more  value  instead  of  producing  piles  of  paper.  

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What  About  Agile  Development?  

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Agile  Business  Analysis  

Product  Owner   Team   Scrum  Master  

• Priori7ze  Backlog  • Write  Epics,  Themes,  User  Stories  •  Elicit  Needs  from  Stakeholders  • Define  Vision  and  Scope  • Develop  Acceptance  Criteria  (Confirma7ons)  

• Define  When  Done  • Define  Nonfunc7onal  Requirements  

• Define  Transi7on  Requirements  •  Ensure  User  Stories  meet  Current  Business  Needs  

•  Elaborate  User  Stories  (Conversa7ons)  

•  Evaluate  solu7ons  for  user  stories  (Nego7a7on)  

•  Develop  Test  Cases  from  acceptance  criteria    

•  Write  User  Stories  to  reduce  technical  debt  

BA  Responsibili7es  are  split  between  Product  Owner  and  Team  

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Agile  Business  Analysis  

TradiDonal  BA   Agile  BA  

Requirements  are  documented  in  Use  Cases,  Func7onal  requirements,  UI  Specifica7ons,  and  Business  Rules.  

Requirements  are  documented  in  themes,  epics,  and  user  stories  

Requirements  are  very  specific  with  very  li]le  room  for  nego7a7on  

Requirements  are  nego7able,  knowing  there  are  mul7ple  ways  to  solve  the  problem  

Significant  effort  is  placed  on  geong  all  the  requirements  right  up-­‐front.  

Deliver  just  enough  detail  just  in  7me.  Addi7onal  details  are  added  during  development  itera7ons.  

Oben,  there  is  a  wall  between  BA  and  Development  

BA  is  fully  integrated  in  the  agile  process  either  working  as  a  Product  Owner  or  a  Team  Member  

Significant  effort  is  devoted  to  producing  large  paper  documents  

Requirements  are  managed  in  a  backlog  

BAs  oben  dictate  the  solu7on  with  li]le  room  for  interpreta7on  

The  Team  and  Product  Owner  work  together  to  explore  various  solu7ons  

Significant  amount  of  7me  is  waster  geong  sign-­‐off  or  approval  of  requirements  

Focus  is  on  ensuring  that  the  requirements    address  business  needs  and  the  requirements  reflect  business  priori7es  

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Agile  Requirements  

Requirement  Type   Agile  Requirement  

Business  Requirements   Vision  and  Scope  (Themes  and  Epics)  

Stakeholder  Requirements   User  Story  (Card)  

Solu7on  Requirements   User  Story  (Conversa7ons  and  Confirma7on)  

Transi7on  Requirements   Release  Requirements/Condi7ons  of  Sa7sfac7on  

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Agile  Business  Analysis  

Objec7ve  

Feature  

Bundle  

Release  

Requirement  

Objec7ve  (Theme)  

Epic  

Sprint  

Release  

User  Story  

Plan-­‐Driven  Project   Agile  Project  

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Agile  Requirements  TransformaDon  Summary  Agile  Requirements  Need  Improvement  Too!!!  

1.  Focus  on  managing  data  instead  of  producing  paper  documents.  Use  a  tool  such  as  Enfocus  Requirements  Suite™  instead  of  Post-­‐It-­‐Notes.  

2.  Create  and  implement  a  requirements  model  that  includes  all  the  requirement  types  specified  in  BABOK  and  PMBOK.  Remember  in  Agile  Requirements  are  nego7able,  not  rigid  specifica7ons.  

3.  Define  Business  Analysis  Responsibili7es  by  role:  Product  Owner  and  Team.  4.  Focus  on  ways  to  keep  business  stakeholders  engaged  and  ac7ve.    The  product  owner  can  not  do  

it  all.  5.  Start  with  Epics  and  Features  not  stories.  6.  Maintain  three  backlogs:  

1.  Feature  Backlog  –  Coordina7on  with  Business  Stakeholders  (Use  Tool  such  as  Enfocus  Requirements  Suite)  

2.  Story  Backlog  –  Coordina7on  with  Team  (Use  tool  such  as  Enfocus  Requirements  Suite™)  3.  Task  Backlog  –  Maintained  by  Team  (Use  tool  such  as  JIRA  or  Rally)  

7.  Consider  the  three  C:  1.  Card  –  User  Story  2.  Confirma7on  –  Test  Cases  or  Acceptance  Criteria  3.  Conversa7ons  –  Design  Decisions  

8.  Focus  on  delivering  real  value.  Real  value  is  the  delivery  of  working  features  to  users-­‐  not  the  development  of  sobware  using  stories.  

9.  Adjust  the  amount  of  requirement  detail  (elabora7on)  to  the  needs  of  the  project.  Deliver  just  enough  detail  just  in  7me  for  development.  Try  to  minimize  the  number  of  development  itera7ons  by  delivering  the  right  amount  of  detail  up-­‐front.  

10.  Use  retrospec7ves  and  learn  by  doing.    Con7nue  to  make  adjustments  as  needed  throughout  the  project.  

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Centers  of  Excellence  

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BA  Centers  of  Excellence  3  Stages  of  Development  

Phase  1  Project-­‐Centric  

Phase  2  Enterprise  Focused  

Phase  3  Business  Strategy  

•  Be]er  requirements  •  Business  requirements  •  Stakeholder  requirements  •  Solu7on  requirements  •  Transi7on  requirements  

•  Focus  on  end-­‐to-­‐end  processes  •  Business  Analysis  •  Project  Management  •  Quality  Assurance  •  Development  •  Test  •  Business  Units  

•  Project  Manager  and  Business  Analyst  Project  Life  Cycle  Collabora7on  

•  Consistent  applica7on  of  Improved  prac7ces  and  techniques  

•  Transi7on  from  requirement  documents  to  managing  data  

   

•  Business  Architecture  •  Business  process  design  and  improvement  

•  Delivering  Business  Outcomes  •  Business  Value  Maximiza7on  •  Enterprise  poriolio  Management  •  Benefits  Realiza7on  

•  Outcome  driven  innova7on  •  Value  crea7on  •  Compe77ve  advantage  •  Breakthrough  concepts  •  Strategic  priori7za7on  

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RecommendaDons  for  CreaDng  a  BA-­‐COE  

•  Do  not  create  an  Island  –  Focus  on  Integra7on  o  Business  Units  –  Execu7ves,  SMEs,  and  Users  o  Project  Management  o  Systems  Development  Lifecycle  o  Quality  Assurance  o  Technical  SMEs  –  Architects,  Security,  Opera7ons,  Support  

•  Do  not  repeat  the  Mistakes  of  the  Last  40  Years  o  Focusing  Solely  on  Solu7on  Requirements  o  Delivery  Technical  Solu7ons  vs.  delivering  Business  Outcomes  o  Producing  Large  Paper  Requirement  Documents  o  Crea7ng  Big  Requirements  Up  Front  (BRUF)  o  Not  Developing  Requirements  Collabora7vely  o  Stakeholder  Review  and  Approval  vs.  Stakeholder  Engagement  

•  Focus  on  Six  Key  Components  o  Strategic  Alignment  o  Governance  o  Processes  and  Prac7ces  o  Informa7on  Technology  o  Skills  and  Competencies  o  Culture  

•  Don’t  Take  on  Too  Much  Too  Fast  

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What  is  Needed  to  Build  Business  Analysis  Capability?  

Strategic  Alignment   Governance   Processes  &  

PracDces  

InformaDon  Technologies  

Skills  &  Competencies   Culture  

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Strategic  Alignment  Business  Analysis  COE  

Defined  BA  Role   Project  Management  Alignment  

SDLC  Alignment  

Business  Alignment  

Role  and  responsibiliIes  of  the  BA  must  defined  and  clearly  understood  by  all.  

BA  Processes  and  PracIces,  including  reporIng  

relaIonships  must  align  and  support  project  management  

processes.  

BA  Processes  and  Prac7ces  must  align  and  support  systems  development  

processes  

Business  Analysis  services  must  support  the  needs  of  

the  business.  

Best  pracIce  examples  of    BA  arIfacts  such  as  

requirements,  problem  statements,  visions,  etc.  

Best  pracIce  examples  of    BA  arIfacts  such  as  

requirements,  problem  statements,  visions,  etc.  

Strategic  Capabili7es  

Core  capabiliIes  should  be  idenIfied,  a  gap  analysis  conducted,  and  a  program  developed  to  build  BA  

capabiliIes  

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Governance  Business  Analysis  COE  

Execu7ve  Support  

Measurement   Funding  

COE  Charter  

Strong  ongoing  ExecuIve  Support  is  required  

EffecIve  KPIs  should  be  in  place  to  measure  COE  

performance  

COEs  require  funding  to  pay  for  staff  development,  technology,  and  support    

Clear  objecIve  and  responsibiliIes  should  be  defined  including  defined  reporIng  relaIonships  

Best  pracIce  examples  of    BA  arIfacts  such  as  

requirements,  problem  statements,  visions,  etc.  

Best  pracIce  examples  of    BA  arIfacts  such  as  

requirements,  problem  statements,  visions,  etc.  

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Processes  and  PracDces  Business  Analysis  COE  

Business  Analysis  Framework  

Business  Analysis  Prac7ce  Guidelines  

Business  Analysis  Techniques  

Business  Analysis  Visualiza7on  Methods  

Example    Ar7facts  

Methodology  that  describes  the  tasks  for  performing  business  analysis  acIviIes  

Guidelines  for  performing  business  analysis  acIviIes  defined  in  the  framework  

Alter  the  way  business  analysis  tasks  are  performed  or  describe  a  specific  format  for  the  output  of  a  task.    

Describe  how  to  improve  the  communicaIon  of  business  analysis  arIfacts  through  graphic  visualizaIons.  

Best  pracIce  examples  of    BA  arIfacts  such  as  

requirements,  problem  statements,  visions,  etc.  

Best  pracIce  examples  of    BA  arIfacts  such  as  

requirements,  problem  statements,  visions,  etc.  

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InformaDon  Technology  Business  Analysis  COE  

Knowledge  Management  

Business  Analysis  Sogware  

CollaboraDon  

Share  knowledge  on  business  processes,  pracIces  and  domain  

knowledge  

Provide  automated  support  for  business  analysis  processes  

Enable  collaboraIon  between  business  and  technical  stakeholders  

Reusable  Objects  

Reusable  BA  ArIfacts  that  can  be  reused  among  projects  

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Skills  and  Competencies  Business  Analysis  COE  

Competency  Model  

Learning  &  Professional  Development  

Reference  Library  

A  defined  competency  model  is  needed  to  guide  individual  BA  

development  

The  COE  should  offer  ongoing  educaIon  to  

build  BA  skills.  

Comprehensive  resources  on  a  variety  of  topic  should  be  available  for  BAs  to  learn  and    

grow.  

Reusable  BA  ArIfacts  that  can  be  reused  among  projects  

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Culture  Building  Effec7ve  BA  Capabili7es  Requires  Significant    Changes  to  Culture  

ExecuDves   Technical  Stakeholders  

Business  Stakeholders  

ExecuIves  should  see  BA  as  strategic  to  the  organizaIon  and  

essenIal  for  project  success  

Technical  Stakeholders  should  clear  value  from  bePer  requirements  and  see  less  rework  and  

frustraIon.  

Comprehensive  resources  on  a  variety  of  topic  should  be  available  for  BAs  to  learn  and    

grow.  

Reusable  BA  ArIfacts  that  can  be  reused  among  projects  

Project  Managers  

Project  managers  should  see  the  BA  as  essenIal  partners  for  delivering  successful  projects.  

Business  Analysts  

BAs    must  view  themselves  as  more  than  just  requirement  

writers.  

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Q&A  

Contact: John Parker http://enfocussolutions.com [email protected]