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A
"Business Analyst" (BA) is a role that can mean different things to different
people. In some companies, the BA plays a technical role with very little
business knowledge; while in other companies, the BA has a full understanding
of the business with very little knowledge of the IT systems and architecture.
In
today's times - the BA has come to become a person of great value to an
organization, and who is a generalist capable of functioning competently in
diverse roles. Typically, these people have a broad educational background and
a diverse skill set with a wide range of work experience in different jobs and
industries. In essence, they are able to visualize the "big picture" - that is
- understand the business from different perspectives, as well as the
technology side of what can be effectively used to improve the business.
The
Business Analyst Skills in a broad perspective comprises of the person being a
Business Planner, Systems Analyst, Project Manager, Subject Area Expert,
Organization Analyst, Financial Analyst, Technology Architect, Data Analyst,
Application Analyst, Application Designer, and Process Analyst.
As we
drill down deeper into the specific roles of a BA and understand the essential
skills required for each of the roles, it would give a clear picture.
The
major roles of a BA, as defined by certification experts are:-
1. Define and Scope Business Areas
The BA
must be sure that the project scope is clear and complete before the start of detailed
requirements gathering. The BA may be given the scope pre-defined by the
project sponsor or may be responsible for defining and documenting the scope as
part of the requirements gathering task.
Defining
and documenting the project scope requires the BA to understand why the project
has been initiated, and the objectives of the project. An important
contribution of the BA to the project is the analyzing of the business problem
without "jumping" to a solution.
In
addition, a complete project scope will name and define all the stakeholders
that will be involved with the project, including people, systems, internal
departments, and external organizations.
Other
important components of the project scope documentation include the project
viewpoint, project assumptions, and business risks. These components give the
BA the information necessary to prioritize and focus the requirements
gathering.
Finally
the project scope should include a high-level description of the business
processes. It may also include a list of items that specifically will not be
included in the scope. This gives the entire project team a complete
understanding of the work that the BA will be doing during the detailed
requirements gathering phase.
One
additional task required of the BA, is the creation of an organized system for
maintaining project information. A glossary should be started along with a
filing system for maintaining all of the information that will be gathered
during the project.
Essential
Skills Required:
- Facilitation skills to bring multiple
groups together to scope project and get consensus
- Ability to document the project scope
using business terminology
- Project scope documentation techniques
2. Elicit Requirements
The
most important task of a BA is to gather the detailed requirements that clearly
and completely define the project. We use the word gather because the BA must
be sure to ask the right questions of the right people to gather accurate
requirements. Further, we use the word elicit, since the BA must be able to get
people to say all that they have to and not leave anything as assumptions.
It is
critical that the BA initially gathers Business Requirements and completely
understand the business needs before defining a software solution.
The BA
must assess the type of project, the people involved, and the volume of
information required; and then determine how and where to find the
requirements. BAs have a variety of techniques available to them including
interviews, facilitated information gathering sessions, surveys,
questionnaires, observation, and existing documentation from which to choose.
In addition, the BA will often have many people with whom to talk and several
existing automated systems about which to learn.
Gathering
complete, detailed requirements is an iterative process that involves the BA
asking questions, pondering answers, asking follow-up questions, and bringing
divergent opinions to consensus. It also involves prioritizing the requirements
to assure that the most critical issues are addressed by the project solution.
Essential
Skills Required:
- Asking the right questions
- Active listening
- Interviewing techniques
- Facilitation techniques
- Documentation
- Ability to categorize requirements
3. Analyze and Document Requirements
Requirements
are analyzed and documented using an iterative approach. As each of the requirements
is documented, additional questions will arise requiring the analyst to probe
deeper. There are many different approaches to documenting requirements. The BA
is responsible for following their organization's standard documentation format
or for creating their own. When developing a documentation format, the BA must
consider the best format for communicating with the information technology team
and the best format for communicating with the business area experts. Both
groups must be able to read and review the document and clearly understand the
requirements. Some requirements are more appropriately documented in textual
descriptions, others in diagrams or graphical displays. The BA must also
determine the appropriate level of detail for the documentation.
Ideally,
the entire organization uses a consistent documentation format and approach.
This makes the review process easier for people working on multiple projects.
It also allows the organization to constantly improve the format as quality
enhancements are discovered. The BA is often the person leading the development
and maintaining the standard documentation format.
Typically
there are many requirements. To organize them and make them easy to review,
they are divided into categories or groupings. It may be good to categorize
requirements into Business, Functional, and Technical.
Essential
Skills Required:
- Analysis Skills
- Understand the system development
methodology
- Utilize modelling techniques
- Categorization skills
- Prototype user interfaces
- Develop a textual template for
requirements
4. Communicate Requirements
The BA
should be the best communicator on the project team. The role is to act as a
liaison between the business area experts and the technical team. This role
requires the BA to "speak" both languages. The BA must also work very
closely with the Project Manager to ensure that the project plan is adhered to
and scope creeps / changes are approved and documented.
As the
requirements documentation is being created, the BA will conduct informal and
formal requirements reviews. These review sessions increase the quality of the
document by finding missing or unclear requirements. It is important that the
information is presented to the business and technical audiences in a manner
that is most appropriate for their understanding. Summaries of the requirements
or various graphical representations may be appropriate as part of the reviews.
Understanding your audience is critical to the successful communication of the requirements.
Essential
Skills Required:
- Run effective meetings
- Active listening skills
- Precision questioning techniques
- Conduct formal and informal
presentations
- Write clear emails, memos, and status
reports
- Conduct a comprehensive requirements
review
- Change management
- Write review summaries
5. Identify Solution
The BA
should work closely with the Business Area Experts to make a recommendation for
a solution and work with the technical team to design it. This recommendation
may include software changes to existing systems, new software, procedural or
workflow changes, or some combination of the above. If software automation is
part of the solution, the BA should assist with the screen design, report
design, and all user interface issues by providing detailed functional
requirements.
If a
software package is going to be purchased, the BA works with the Business Area
Experts, IT personnel, and the potential vendors to discuss the requirements
and verify that the package selected will meet the needs. The BA may also be
responsible for writing the Request for Proposal (RFP). Detailed business and
functional requirements should be completed to accurately reflect the needs for
the software and a thorough review should be conducted.
Essential
Skills Required:
- High level understanding of the software
design
- Ability to evaluate vendor software
packages
- Ability to estimate solution costs and
benefits and build a business case for implementation
6.Verify Solution meets the Requirements
The BA
should remain involved in the project even after the technical team takes over.
The BA reviews the technical designs proposed by the design team for usability
issues and to assure that the requirements are being satisfied. Once the
solution is developed into software, the BA is uniquely qualified to assess the
software and determine how well it meets the original project objectives.
The BA
should work closely with the Quality Assurance team and to assist with the
entire testing process. Testing is based on requirements, so the BA's intimate
knowledge of the requirements allows accurate design of test cases. If there is
no Quality Assurance team available, the BA can still assist with User
Acceptance testing, the time when the Business Area Experts are asked to
approve the software for implementation. As the software is tested, the BA ensures
that it is clearly documented and reports defects and variances from
requirements.
Essential
Skills Required:
- Basic understanding of system design
concepts
- Knowledge of software usability
principles
- Understanding of testing principles
- Ability to write and review test cases
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