Business Analysis Center of Excellence - Modern Analyst

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0 © Copyright 2013 Enfocus Solu8ons Inc. All Rights Reserved. Business Analysis Center of Excellence The Cornerstone of Business Transformation John E. Parker, CEO Enfocus Solutions Inc. www.enfocussolutions.com February 20, 2013

Transcript of Business Analysis Center of Excellence - Modern Analyst

0  ©  Copyright  2013  Enfocus  Solu8ons  Inc.  All  Rights  Reserved.    

Business Analysis Center of Excellence The Cornerstone of Business Transformation

John E. Parker, CEO Enfocus Solutions Inc.

www.enfocussolutions.com

February  20,  2013  

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John  E.  Parker  (Introduc3on)  •  President  and  CEO  of  Enfocus  Solu8ons  Inc.  •  Previous  Posi8ons  

o  EVP  and  Cofounder,  Spectrum  Consul8ng  Group  o  EVP  and  CTO  of  MAXIMUS  o  Outsourced  CIO  for  HSHS  (Large  Healthcare  System)  o  KPMG  Partner  

•  Exper8se  o  IT  Strategic  Planning  o  Business  Analysis  o  Recovering  Troubled  and  Challenged  Projects  o  Outsourcing  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  

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Discussion  Overview  

•  Business  analysis  value  proposi8on  •  Current  state  of  business  analysis  maturity  •  Business  analysis  competency  and  maturity  models  •  BA  Centers  of  Excellence  and  Communi8es  of  Prac8ce  •  Building  business  analysis  capabili8es  •  Q  &  A  

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Problems Business Impact

Business Analysis Is more than just Requirements

Benefits not realized Solutions not aligned with

business need Low Stakeholder Satisfaction

Solutions do not solve the business problem

Lack of maturity in business process

management

Failed or challenged projects Lower productivity – more rework

Developer frustration Higher costs & schedule delays

Unused functionality

Lack of Maturity in Requirements

Development & Management

Business  Analysis  is  Important  

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Current  State  of  Business  Analysis  Maturity    •  Business  analysis  maturity  is  low  for  most  organiza8ons.  •  Effec8ve  requirements  management  does  not  necessarily    equate  to  business  analysis  maturity.  

•  The  profession  of  business  analysis  is  rela8vely  new:  o  IIBA  was  formed  in  2004.  o  IIBA  chapters  were  not  created  un8l  2008.  o  Less  than  2,500  Cer8fied  BAs  (2,230  CBAP,  184  CCBAs).  

•  IIBA’s  competency  model  is  geared  towards  individuals,  not  organiza8ons.  

•  There  is  no  recognized  standard  for  measuring  Business  Analysis  maturity:  o  Kicy  Hass  and  Associates.  o  CompassBA/PM™  CMM.  o  IAG  Requirements  Management  Maturity  Model.  o  CMMI  Requirements  Development  and  Requirements    

Management.  o  Enterprise  Agility’s  BAMM.  o  Enfocus  Business  Analysis  Maturity  Model.  

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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  func8onality  (Standish  Group  research  shows  that  49%  of  

funcJonality  is  never  used)  •  Deliver  More  Business  Value  

o  Realize  more  benefits  through  Benefits  Realiza8on  Management  (Studies  show  3x  improvement  when  benefits  realizaJon  is  applied)  

o  Obtain  becer  understanding  of  business  needs  •  Achieve  Results  Faster  

o  Iden8fy  and  deliver  quick  wins  o  Deliver  high  value  func8onality  earlier  through  feature  priori8za8on  

•  Provide  Becer  Solu8ons  o  Gain  a  becer  understanding  of  business  needs  o  Understand  various  stakeholder  perspec8ves  o  Achieve  higher  user  acceptance  and  support  

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Challenges  for  Business  Analysis  

•  New  profession    o  Lack  of  understanding  o  Low  maturity  level  o  Significant  varia8on  in  roles  and  responsibili8es  in  and  between  

organiza8ons  •  Fragmented  repor8ng  and  organiza8on  

o  Many  different  8tles  o  Significant  varia8on  in  roles  and  responsibili8es  o  Organiza8onal  placement  (Some  report  to  IT,  some  report  to  business)  

•  Percep8on  o  Ojen  viewed  as  non-­‐strategic  (e.g.,  as  requirement  writers)  o  Value  not  fully  understood  o  Development  is  rapidly  moving  to  agile:  There  is  no  formal  business  

analysis  role  in  agile  •  Integra8on  of  business  analysis  into  exis8ng  processes  

o  Project  management  prac8ces  o  Systems  development  lifecycles  o  Business  process  improvement  o  Business  unit  opera8ons  

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Business  Analysis  Cultural  ShiI  From  Systems  Analysis  to  Business  Analysis  

•  Transi8on  from  systems  analyst  to  business  analyst  role  o  Start  projects  with  problem  iden8fica8on  and  solu8on  conceptualiza8on,  not    

developing  solu8on  requirements.  o  Solu8ons  must  involve  more  than  just  changes  to  systems.  o  Transi8on  from  wri8ng  big  up-­‐front  paper  requirements  documents  to  

developing  and  maintaining  agile  requirements.  •  Focus  on  improving  business  outcomes  

o  Help  the  business  define,  achieve  and  measure  results.  o  Place  more  focus  on  delivering  valuable  solu8ons  vs.  wri8ng  requirements.  o  Implement  effec8ve  benefits  realiza8on  prac8ces.  o  Demonstrate  quan8fiable  impact.    o  Enable  business  change.  

•  Facilitate  collabora8on  between  technical  and  business  stakeholders  o  Increase  transparency  to  business  stakeholders.  o  Facilitate  becer  user  input  through  stakeholder  engagement.  o  Achieve  becer  understanding  with  technical  stakeholders.  

•  Promote  ideas  and  innova8on  

   

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Maximize  Value  through  Business  Analysis  

Source:  Enfocus  Solu8ons  Inc.  

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What  is  Needed  to  Build  Business  Analysis  Capabili3es?  

Strategic  Alignment   Governance   Processes  &  

Prac3ces  

Informa3on  Technologies  

Skills  &  Competencies   Culture  

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IIBA’s  Business  Analysis  Competency  Model    BA  Performance  Competencies    53  defined  Performance  Competencies  form  the  base  of  the  model.  They  are  categorized  by  BABOK®  Guide  Knowledge  Areas  and  represent  the  competencies  that  encompass  the  BA  role.      Indicators/Observable  Behaviors    Examples  of  indicators  are  the  heart  of  the  model.  Each  Performance  Competency  has  related  indicators.  Each  descrip8on  of  a  behavioral  Indicator  encompasses  the  BA  drawing  on  their  knowledge,  skill,  and  experience  to  select  the  correct  behavior  that  brings  successful  results.    

More  than  individual  skills  and  competencies  are  needed  to  build  mature  business  analysis  capabili8es.  

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Business  Analysis  Capability  Maturity  Levels  

Process unpredictable, poorly controlled and reactive

Business requirements defined and managed

Valuable solutions are delivered and aligned with the business

Enterprise portfolio managed for business value

Focus on innovations used to gain competitive advantage

4.0 Managed

1.0 Initial

2.0 Defined

5.0 Innovating

3.0 Aligned

1

2

3

4

5

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Enfocus  Business  Analysis  Maturity  Model™  

1.  Ini8al   2.  Defined   3.  Aligned   4.  Managed   5.  Innova8ng  

Business  analysis  methods  are  not  well  established  and  defined.  Deep  fragmenta8on  exists  across  the  organiza8on  -­‐  one  area  does  it  one  way  while  another  unit  is  following  a  different  process  for  genng  the  same  thing  done.  Things  get  done  through  individual  effort  as  opposed  to  a  standardized  process.    

All  five  types  of  requirements  are  defined  and  managed  in  a    consistent  way.    

•  Business  requirements  •  Stakeholder  requirements  

•  Func8onal  requirements  •  Nonfunc8onal  requirements  

•  Transi8on  requirements          

More  advanced  business  analysis  techniques  are  used  to  address  business  and  organiza8onal  change.  All  projects  are  now  aligned  with  business  goals  and  objec8ves.        

Given  standard  performance  baselines,  business  analysts  can  now  measure,  benchmark  and  evaluate    performance  across  the  enterprise.    Enterprise  poroolio  management  prac8ces  are  used  to  manage  business  benefits  across  the  enterprise.    

Business  analysts  work  with  business  units  to  link  enterprise  goals  and  strategies  to  programs.  Business  analysts  work  as  internal  consultants  with  business  units  to  evaluate  innova8ons  to  gain  a  compe88ve  advantage.  

Projects   Business  Alignment   Enterprise  PorWolio  

Business  Model  Innova3on  

Stage:  

Focus:  

Business  requirements  defined  and  managed    

Solu8ons  aligned  with  the  business  

Enterprise  poroolio  managed  for  business  value  

Innova8ons  used  to  gain  compe88ve  advantage  

Survival  

•  Elicita8on  •  Solu8on  scope  •  Requirements  development  

•  Requirements  management  

•  PM  Partnership  •  Stakeholder  engagement  &  communica8ons  

•  Business  analysis  planning  and  management  

•  Solu8on  analysis  •  Business  case  development  •  Business  rules  •  Business  process  improvement  

•  Organiza8onal  change    •  IT  service  strategy  and  design  

•  Project  poroolio  management  

•  Process  poroolio  management  

•  Service  poroolio  management  

•  Business  Model  /Capabili8es  Analysis  

•  Compe88ve  market  analysis  

•  Enterprise  poroolio  management  

•  Innova8on    management  

Capabili3es:  

Descrip3on:  

Goal:  

Community  of  Prac8ce   Enterprise  Poroolio  Management  Office  

EPMO  manages  enterprise  innova8on  

Awareness  of  the  importance  of  business  analysis    

Center  of  Excellence  

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Enfocus  Business  Analysis  Maturity  Model™  Business  Analysis  Capabili3es  

Defined   Business  Analysis  Planning  and  Management  Defined   Stakeholder  Engagement  and  Communica8ons  Defined   Solu8on  Analysis  Defined   Solu8on  Scope  Defini8on  Defined   Stakeholder  Analysis  Defined   Elicita8on  Defined   Requirements  Development  Defined   Requirements  Management  Defined   Solu8on  Assessment  and  Verifica8on  Defined   Solu8on  Evalua8on  and  Acquisi8on  Aligned   Business  Case  Development  and  Use  Aligned   Business  Rules  Management  Aligned   Business  Process  Improvement  Aligned   Business  Performance  Measurement  Aligned   Organiza8onal  Change  Management    Aligned   IT  Service  Strategy  and  Design  Aligned   Transi8on  Management  Aligned   Benefits  Realiza8on  Management  Managed   Process  Poroolio  Management  Managed   Project  Poroolio  Management  Managed   Stakeholder  Poroolio  Management  Managed   IT  Service  Poroolio  Management  Innova8ng   Enterprise  Business  Architecture  Innova8ng   Enterprise  Poroolio  Management  Innova8ng   Business  Model  Analysis  Innova8ng   Innova8on  Management  

2.  

5.  

3.  

4.  

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Improving  Business  Analysis  Maturity  A  Key  Star8ng  Point  for  Business  Analysis  Maturity  

Community  of  Prac3ce  (CoP)  A  Community  of  Prac8ce  is  a  group  of  like  prac88oners  coming  together  to  share  resources  (i.e.,  knowledge,  experiences,  and  ideas).  This  group  collaborates  to  discuss  topics  that  can  help  make  an  impact  on  their  work  and  projects.  CoPs  are  started  at  the  grass  roots  (the  prac88oners)  level  with  licle  to  no  management  oversight.  Online  collabora8on  tools  are  ojen  used  to  share  templates,  blog,  and  con8nue  conversa8ons  via  forums.    Center  of  Excellence  (CoE)  A  Center  of  Excellence  helps  implement  and  support  improvement  ini8a8ves  to  meet  organiza8onal  goals  (i.e.,  improve  project  success).  A  BA  CoE  is  responsible  and  held  accountable  for  improving  the  business  analysis  process  for  an  organiza8on.  Processes  and  standards  are  developed,  communicated,  implemented,  measured,  and  con8nually  improved  at  the  direc8on  of  a  CoE.  A  project  management  office  (PMO)  is  a  type  of  CoE.  

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Comparing  BA  Organiza3onal  Structures  

Scacered    Silos  

Formal  Hierarchy  

Disconnected  from  others  in  domain  

Goal  is  business  unit  outcomes  

People  are  hired  into  posi8on  

Center  of  Excellence  

Structured  Department  

Tightly  connected  to  others  in  domain  

Goal  is  building  organiza8onal  capabili8es  

People  hired  to  fill  a  role  or  provide  exper8se  

Community  of  Prac8ce  

Informal  Peer  Groups  

Loosely  connected  to  others  in  domain  

Goal  is  knowledge  acquisi8on  &  sharing  

Voluntary  enrollment  

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What  do  CoEs  and  CoPs  do?  

1.  Support:  Provide  support  to  their  members  in  providing  becer  service  to  business  units.  

2.  Guidance:  Maintain  standards,  methodologies,  tools  and  knowledge  repositories.  

3.  Shared  Learning:  Coordinate  training  and  cer8fica8ons,  skill  assessments,  team  building  to  encourage  shared  learning.  

4.  Measurements:  Demonstrate  they  are  delivering  the  valued  results  that  jus8fied  their  crea8on  through  the  use  of  performance  metrics.  

5.  Governance:  Ensure  that  the  organiza8on  invests  in  the  most  valuable  projects  and  coordinates  ac8vi8es  with  other  corporate  interests.  

 

CoPs  provides  more  or  less  the  same  services  as  CoEs  in  terms  of  items  1-­‐4,  but  has  no  official  authority  over  deployment  of  

company  resources  such  as  people,  places,  equipment,  or  budget.  

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3  Key  Ingredients  for  a  Community  of  Prac3ce  Domain:  A  community  of  prac8ce  is  not  merely  a  club  of  friends  or  a  network  of    people.  It  has  an  iden8ty  defined  by  a  shared  domain  (i.e.  Business  Analysis).  Membership  implies  a  commitment  to  the  domain,  and  therefore  a  shared  competence  that  dis8nguishes  members  from  other  people.      Community:  In  pursuing  their  interest  in  their  domain,  members  engage  in  joint  ac8vi8es  and  discussions,  help  each  other,  and  share  informa8on.  They  build  rela8onships  that  enable  them  to  learn  from  each  other.  A  website  in  itself  is  not  a  community  of  prac8ce.  Having  the  same  job  or  the  same  8tle  does  not  make  for  a  community  of  prac8ce  unless  members  interact  and  learn  together.      Prac3ce:  A  community  of  prac8ce  is  not  merely  a  community  of  interest-­‐-­‐people  who  like  certain  kinds  of  movies,  for  instance.  Members  of  a  community  of  prac8ce  are  prac88oners.  They  develop  a  shared  repertoire  of  resources:  experiences,  stories,  tools,  ways  of  addressing  recurring  problems—in  short,  a  shared  prac8ce.    

Source:  Communi3es  of  Prac3ce:  A  Brief  Introduc3on  EJenne  Wenger:  (www.ewenger.com)  

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Types  of  Communi3es  

•  Helping  Communi3es  provide  a  forum  for  community  members  to  help  each  other  with  everyday  work  problems,  issues,  and  needs.    

•  Best  Prac3ce  Communi3es  develop  and  disseminate  best  prac8ces,  guidelines,  and  procedures  for  their  members  use.    

•  Knowledge  Stewarding  Communi3es  organize,  manage,  and  steward  a  body  of  knowledge  from  which  community  members  can  draw.    

•  Innova3on  Communi3es  create  breakthrough  ideas,  new  knowledge,  and  new  prac8ces.    

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BA  Centers  of  Excellence  3  Stages  of  Development  

Stage  1  Project-­‐Centric  

Stage  2  Enterprise  Focused  

Stage  3  Business  Strategy  

BACoE’s  are  almost  always  project-­‐centric  in  their  early  forma8ve  phase.  The  goals  of  the  BACoE  at  this  stage  are  to  build  the  confidence  of  and  become  an  indispensable  resource  to  the  project  teams.  During  this  early  phase,  the  BACoE  is  building  trus8ng  rela8onships  with  business  analysts,  project  managers,  func8onal  mangers,  and  project  teams.  In  addi8on  to  developing  business  analysis  prac8ce  standards,  the  BACoE  is  providing  services  to  the  project  teams,  and  training  and  mentoring  to  develop  business  analysts  and  high-­‐performing  project  teams.  

As  the  BACoE  begins  to  win  confidence  across  the  organiza8on,  it  is  likely  that  it  will  evolve  into  an  enterprise-­‐wide  resource  serving  the  en8re  company.  At  this  point,  the  BACoE  begins  to  facilitate  the  implementa8on  of  an  effec8ve  poroolio  management  system.  The  BACoE  is  building  the  founda8on  to  serve  as  a  strategic  business  asset  providing  management  with  8mely  and  accurate  decision  support  informa8on.  

During  the  third  stage  of  development,  the  BACoE  is  considered  a  strategic  asset  serving  the  execu8ve  team.  At  this  point,  it  is  well  understood  that  business  analysis  has  a  posi8ve  effect  on  profitability  and  that  organiza8ons  achieve  strategic  goals  through  well  priori8zed  and  executed  projects.  Emphasis  at  this  stage  is  in  business  analysis  through  the  BACoE.  Strategic  ac8vi8es  for  the  BACoE  include:  

•  Conduc8ng  research  and  providing  the  execu8ve  team  with  accurate  compe88ve  informa8on  

•  Iden8fying  and  recommending  viable  new  business  opportuni8es  

•  Preparing  the  project  investment  decision  package  to  facilitate  project  selec8on  and  priori8za8on  

•  Managing  expected  business  benefits  during  project  execu8on  and  measuring  actual  business  benefits  ajer  the  new  solu8on  is  deployed  

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Resources  for  Communi3es  of  Prac3ce  

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RequirementCoach™  Community  of  Prac3ce  

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RequirementCoach™  Analyst  Community  

Knowledge  Portal   Discussion  Forums   eLearning  Delivery  

Mobile  apps  

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RequirementCoach™  Analyst  Community  Knowledge  Content  

Analyst  Briefs   Methodology   BA  Techniques   Prac8ce  Aids  

Prac8ce  Guide   Visualiza8on  Methods   Reference  Guides   Third  Party  Materials  

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Forums  An  Excellent  Method  to  Capture  and  Share  Knowledge  

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What  is  Needed  to  Build  Business  Analysis  Capabili3es?  CoEs  and  CoPs  both  contribute  to  Business  Analysis  Maturity  

Strategic  Alignment   Governance   Processes  &  

Prac3ces  

Informa3on  Technologies  

Skills  &  Competencies   Culture  

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Business Analysis Maturity Progression

Initial Defined Aligned Managed Innovating

Current

6 mths

12 mths

24 mths

48 mths

CURRENT

FUTURE

Strategic Alignment

Governance

Process & Practices

Information Technology

Skills & Competencies

Culture

Linkage between corporate priorities

and BA capabilities

Transparent accountability,

decision making, rewards

Standardized approach,

techniques & methods

Knowledge management, collaboration, and

automated business analysis support

Skills, competencies, and domain knowledge

Beliefs and values leading to attitudes committing to value of business analysis

No linkage

Uncoordinated

Various methods

Limited (e.g., Word) Individual effort

Reviews

Corporate

agenda

Invo

lvem

ent

Wid

ely

acce

pte

d

Rou

tin

e

Full control End-to-end

oversight

Process

initiated

Limited commitment

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Strategic  Alignment  Business  Analysis  Maturity  Progression  

Defined  BA  Role   Project  Management  Alignment  

SDLC  Alignment  

Business  Alignment  

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

BA  processes  and  pracJces,  including  reporJng  

relaJonships  must  align  and  support  project  management  

processes.  

BA  processes  and  prac8ces  must  align  and  support  systems  development  

processes.  

Business  analysis  services  must  support  the  needs  of  

the  business.  

Best  pracJce  examples  of    BA  arJfacts  such  as  

requirements,  problem  statements,  visions,  etc.  

Best  pracJce  examples  of    BA  arJfacts  such  as  

requirements,  problem  statements,  visions,  etc.  

Strategic  Capabili8es  

Core  capabiliJes  should  be  idenJfied,  a  gap  analysis  conducted,  and  a  program  developed  to  build  BA  

capabiliJes.  

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Governance  Business  Analysis  Maturity  Progression  

Execu8ve  Support  

Measurement   Funding  

COE  Charter  

Strong  ongoing  ExecuJve  support  is  required.  

EffecJve  KPIs  should  be  in  place  to  measure  COE  

performance.  

COEs  require  funding  to  pay  for  staff  development,  

technology,  and  support.    

Clear  objecJve  and  responsibiliJes  should  be  defined  including  defined  reporJng  relaJonships.  

Best  pracJce  examples  of    BA  arJfacts  such  as  

requirements,  problem  statements,  visions,  etc.  

Best  pracJce  examples  of    BA  arJfacts  such  as  

requirements,  problem  statements,  visions,  etc.  

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Processes  and  Prac3ces  Business  Analysis  Maturity  Progression  

Business  Analysis  Framework  

Business  Analysis  Prac8ce  Guidelines  

Business  Analysis  Techniques  

Business  Analysis  Visualiza8on  Methods  

Example    Ar8facts  

Methodology  that  describes  the  tasks  for  performing  

business  analysis  acJviJes.  

Guidelines  for  performing  business  analysis  acJviJes  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  communicaJon  of  business  analysis  arJfacts  through  graphic  visualizaJons.  

Best  pracJce  examples  of    BA  arJfacts  such  as  

requirements,  problem  statements,  visions,  etc.  

Best  pracJce  examples  of    BA  arJfacts  such  as  

requirements,  problem  statements,  visions,  etc.  

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Informa3on  Technology  Business  Analysis  Maturity  Progression  

Knowledge  Management  

Business  Analysis  SoIware  

Collabora3on  

Share  knowledge  on  business  processes,  pracJces  and  domain  

knowledge.  

Provide  automated  support  for  business  analysis  processes.  

Enable  collaboraJon  between  business  and  technical  stakeholders.  

Reusable  Objects  

Reusable  BA  arJfacts  that  can  be  reused  among  projects.  

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Skills  and  Competencies  Business  Analysis  Maturity  Progression  

Competency  Model  

Learning  &  Professional  Development  

Reference  Library  

A  defined  competency  model  is  needed  to  guide  individual  BA  

development.  

The  COE  should  offer  ongoing  educaJon  to  

build  BA  skills.  

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

grow.  

Reusable  BA  ArJfacts  that  can  be  reused  among  projects  

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Culture  Building  Effec8ve  BA  Capabili8es  Requires  Significant    Changes  to  Culture  

Execu3ves   Technical  Stakeholders  

Business  Stakeholders  

ExecuJves  should  see  BA  as  strategic  to  the  organizaJon  and  

essenJal  for  project  success  

Technical  Stakeholders  should  clear  value  from  be[er  requirements  and  see  less  rework  and  

frustraJon.  

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

grow.  

Reusable  BA  ArJfacts  that  can  be  reused  among  projects  

Project  Managers  

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

Business  Analysts  

BAs    must  view  themselves  as  more  than  just  requirement  

writers.  

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Requirements  Excellence  Framework™  

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Next  Steps:  

•  Visit    www.enfocussolu8ons.com  for  more  informa8on  about  our  company  and  our  product.  

•  Contact  our  sales  department  for  more  informa8on  or  to  schedule  a  demo.  

•  Select  Enfocus  Solu8ons  as  your  tool  vendor  and  partner.  

John  Parker  [email protected]  

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Q  &  A