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Business Analysis Methodology
       and Framework



                        David Peters
                        Principal Consultant


                                               2
Discussion Points
• What is a Framework
• What is a Methodology
• Methodology Components (UMA)
• Business Analysis Framework
• Customisation
• Availability
• Look and Play

                                 3
What is a Framework?
• A Partially completed solution
                  Various degrees
                  of completion


• Various options to complete




                                    4
What is a Methodology?
It Describes:    Unified Methodology Architecture:
            Who              Role       (UMA)
      does What              Task
      with What        input Work Product
to produce What        output Work Product
            When             Process
            How              Guidance
            Why              Outcome

                                                5
Relationships
                                          Steps
             Role                  Task
Primary
                    Performs
and
Additional
                               Input                       Guidance
Skill Set
Competency Level               Output                      Checklists
                                                           Concepts
                                                           Guidelines
                                                           Templates
                                                           Examples
                               Work Product                Term Definitions
                    Artifacts, Outcomes and Deliverables   etc.




                                                                              6
Practices and Disciplines
Tasks (and their associated Roles and Work Products)
can be grouped into:
• Practices
      and
• Disciplines

Either or both can be used to organise tasks


                                                       7
Practices and Disciplines (contd.)
• Practices
   – A practice is an approach to solving one or several
     commonly occurring problems. Practices are intended
     as "chunks" of methodology for adoption, enablement,
     and configuration.
     (Vertical Slices)                         See Practices and
                                                Disciplines Matrix
• Disciplines
   – A Discipline is a categorization of Tasks based upon
     similarity of concerns and cooperation of work effort.
     (Horizontal Slices)

                                                                     8
Business Analysis Framework
Domain Scope


                      Why                                     Value           Business Objectives

Solution Scope
                      What                          Entities    Processes
                                                                                   Business Requirements
       Traceability




                                                        Business Rules
                              (high level)      Logical Data     Functionality          Functional
                                   what         Model            and Workflow
                      How                                                               Requirements
                                                      Technology Platform
System Scope
                                                         Interfaces                       Non-Functional
                                how
                                                                                          Requirements
                             (detail)   Physical Data Model      System Specification
                                                                                             Technical
                      (technical)                                                            Requirements
                                             DDL                            Code
    Product                             Data Base                     Application            Transitional
                                                                                             Requirements
                                               Data                      Process


                                                                                                            9
Practices and Disciplines Matrix
                                          Why (Objective)
 Practice BA          Business   Business       Functional     Non-Functional   Transitional   Solution
           Planning   Case       Requirements   Requirements   Requirements     Requirements   Validation




                         How (Tasks, Techniques)




      Outcome
                  Deliverable              Outcomes and Deliverables
(Scope BA Work)
                  (Work Plan)


                                                                                                        10
Practices and Disciplines Matrix
                                                         Why (Objective)
                    Practice BA       Business Business     Functional     Non-Functional   Transitional   Solution
               Discipline    Planning Case     Requirements Requirements   Requirements     Requirements   Validation
               Planning &
               Monitoring

               Elicitation
What (Focus)




               Analysis
                                           How (Tasks, Techniques)

               Management &
               Communication


               Validation &
               Verification



                          Outcome
               (Scope BA Work) Deliverable                Outcomes and Deliverables
                               (Work Plan)


                                                                                                                        11
Practices and Disciplines Matrix
                                                         Why (Objective)
                    Practice BA       Business Business     Functional     Non-Functional   Transitional   Solution
               Discipline    Planning Case     Requirements Requirements   Requirements     Requirements   Validation
               Planning &
               Monitoring
                                            Prepare

               Elicitation                    Elicit         Pyramid




                                                                                                              Evaluate
What (Focus)




                               Plan




               Analysis                     Analyse             Do
                                                                                          How
               Management &                                        What
                                                                                        produced
               Communication                Document             produced

               Validation &
               Verification                  Review


                          Outcome
               (Scope BA Work) Deliverable                Outcomes and Deliverables
                               (Work Plan)


                                                                                                                         12
Practices and Disciplines Matrix
                                   Why (Objective)
What (Focus)




                                                     When ?




               Outcome
                     Deliverable

                                                              13
Workflow
           Click on Activity to drill
             down to Role-Task-
                Work Product




                                        14
Workflow Detail




                  15
Does one Methodology fit all?
• Varying Factors?




                                   16
Varying Competency Levels




                                                     Supervision
                     Knowledge


                                  Experience




                                                                       Complexity



                                                                                           Scope
• Entry Level    Some but
                 Narrow
                                 Little to none   Needs
                                                  constant
                                                                   Little
                                                                   understanding
                                                                                    Narrow



                 Deep in         Some but         Minimal          Broadening       Deepening
• Junior         Some areas      narrow                                             Broadening


                 Deep in many    Wide             Provides         Good             Wide
• Intermediate   areas                                             understanding


                 Wide and        Vast             Leads            Creative         Vast

• Senior
                 deep




                                                                                                   17
Many Techniques
 Very
                        Data Requirements
Detailed                (entities, Attributes
                                                                      Database Design
                        Relationships)                          System Use case
                                                                Description
                                     Essential Process
                                     Description
             Business Use case
                                                                                  Screen Prototype
             Description             Glossary
                                                                Screen Storyboard
                      Process
                      Maps             Workflow Diagram                          Workflow Diagram

                                           Business Use case
             Decomposition                 Description                      Workflow Diagram
             Diagram
                                                                       System Use case
                                                                       Description
                 Context Level
                 DFD Diagram             Workflow Diagram
                                                                  Use Case Diagram

                                                               User Story
 High
 Level
             Business                                                                    Functional
           Requirements                                                                 Requirements


                                                                                                       18
Diverse Jargon
Problem Scope
                           Domain Scope
                                                                                   BAUS (Business Area
                                         Business Initiative                       Under Study)
                                                                     Value
                      Project Scope
 Solution Scope
                                   System Scope                                       BUA (Business Area
                                                           Entities    Processes
      Traceability




                       Product Scope                                                  under Analysis)
                                                               Business Rules
                                                       Logical Data     Functionality      SUD (System
                      Project Scope                    Model            and Workflow       under Design)
                                                             Technology Platform
System Scope
                      Design Scope                              Interfaces
                          System Scope         Physical Data Model      System Specification

                     Software Scope
                                                    DDL                            Code
    Product           Solution                 Data Base                     Application
                                                      Data                      Process


                                                                                                        19
Standards - Flexibility Dichotomy
                          Two Approaches To Documenting Requirements
   Few Fixed Templates                                     Many Suitable Templates


                                         VS




                                                   Flexibly Packaged    Appropriately
“Boxed”           Sent down the                                         delivered
                  “Conveyor”

          Cannot Change              Methodology               Can Change
                                      (Wisdom)

                                                                                 20
Does one Methodology fit all?
• No, because of:
  – Project Complexity
  – Project Type
  – Project Size
  – Stakeholders
  – Skill Sets
  – And more
 So, we need to be able to Customise

                                       21
Eclipse Process Framework Composer




                                 22
IBM Rational Method Composer




                               23
Publish It




             24
Let’s Look and Play




                      25
Conclusions
• We need to Plan
• We need a Methodology
• It must be easily accessible
• It must be easy to use
  – Novices and Experts

• It must be customisable

                                 26
Any Questions?

The IndigoCube Business Analysis Practice is
committed to assisting clients to perform
Business Analysis better through solutions in
   ‒ Business Analyst Assessments
   ‒ Methodology Provisioning
         Creation
         Customisation
         Implementation
   ‒ Skills Development

                                                27
28

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Business Analysis Methodology and Framework Overview

  • 1.
  • 2. Business Analysis Methodology and Framework David Peters Principal Consultant 2
  • 3. Discussion Points • What is a Framework • What is a Methodology • Methodology Components (UMA) • Business Analysis Framework • Customisation • Availability • Look and Play 3
  • 4. What is a Framework? • A Partially completed solution Various degrees of completion • Various options to complete 4
  • 5. What is a Methodology? It Describes: Unified Methodology Architecture: Who Role (UMA) does What Task with What input Work Product to produce What output Work Product When Process How Guidance Why Outcome 5
  • 6. Relationships Steps Role Task Primary Performs and Additional Input Guidance Skill Set Competency Level Output Checklists Concepts Guidelines Templates Examples Work Product Term Definitions Artifacts, Outcomes and Deliverables etc. 6
  • 7. Practices and Disciplines Tasks (and their associated Roles and Work Products) can be grouped into: • Practices and • Disciplines Either or both can be used to organise tasks 7
  • 8. Practices and Disciplines (contd.) • Practices – A practice is an approach to solving one or several commonly occurring problems. Practices are intended as "chunks" of methodology for adoption, enablement, and configuration. (Vertical Slices) See Practices and Disciplines Matrix • Disciplines – A Discipline is a categorization of Tasks based upon similarity of concerns and cooperation of work effort. (Horizontal Slices) 8
  • 9. Business Analysis Framework Domain Scope Why Value Business Objectives Solution Scope What Entities Processes Business Requirements Traceability Business Rules (high level) Logical Data Functionality Functional what Model and Workflow How Requirements Technology Platform System Scope Interfaces Non-Functional how Requirements (detail) Physical Data Model System Specification Technical (technical) Requirements DDL Code Product Data Base Application Transitional Requirements Data Process 9
  • 10. Practices and Disciplines Matrix Why (Objective) Practice BA Business Business Functional Non-Functional Transitional Solution Planning Case Requirements Requirements Requirements Requirements Validation How (Tasks, Techniques) Outcome Deliverable Outcomes and Deliverables (Scope BA Work) (Work Plan) 10
  • 11. Practices and Disciplines Matrix Why (Objective) Practice BA Business Business Functional Non-Functional Transitional Solution Discipline Planning Case Requirements Requirements Requirements Requirements Validation Planning & Monitoring Elicitation What (Focus) Analysis How (Tasks, Techniques) Management & Communication Validation & Verification Outcome (Scope BA Work) Deliverable Outcomes and Deliverables (Work Plan) 11
  • 12. Practices and Disciplines Matrix Why (Objective) Practice BA Business Business Functional Non-Functional Transitional Solution Discipline Planning Case Requirements Requirements Requirements Requirements Validation Planning & Monitoring Prepare Elicitation Elicit Pyramid Evaluate What (Focus) Plan Analysis Analyse Do How Management & What produced Communication Document produced Validation & Verification Review Outcome (Scope BA Work) Deliverable Outcomes and Deliverables (Work Plan) 12
  • 13. Practices and Disciplines Matrix Why (Objective) What (Focus) When ? Outcome Deliverable 13
  • 14. Workflow Click on Activity to drill down to Role-Task- Work Product 14
  • 16. Does one Methodology fit all? • Varying Factors? 16
  • 17. Varying Competency Levels Supervision Knowledge Experience Complexity Scope • Entry Level Some but Narrow Little to none Needs constant Little understanding Narrow Deep in Some but Minimal Broadening Deepening • Junior Some areas narrow Broadening Deep in many Wide Provides Good Wide • Intermediate areas understanding Wide and Vast Leads Creative Vast • Senior deep 17
  • 18. Many Techniques Very Data Requirements Detailed (entities, Attributes Database Design Relationships) System Use case Description Essential Process Description Business Use case Screen Prototype Description Glossary Screen Storyboard Process Maps Workflow Diagram Workflow Diagram Business Use case Decomposition Description Workflow Diagram Diagram System Use case Description Context Level DFD Diagram Workflow Diagram Use Case Diagram User Story High Level Business Functional Requirements Requirements 18
  • 19. Diverse Jargon Problem Scope Domain Scope BAUS (Business Area Business Initiative Under Study) Value Project Scope Solution Scope System Scope BUA (Business Area Entities Processes Traceability Product Scope under Analysis) Business Rules Logical Data Functionality SUD (System Project Scope Model and Workflow under Design) Technology Platform System Scope Design Scope Interfaces System Scope Physical Data Model System Specification Software Scope DDL Code Product Solution Data Base Application Data Process 19
  • 20. Standards - Flexibility Dichotomy Two Approaches To Documenting Requirements Few Fixed Templates Many Suitable Templates VS Flexibly Packaged Appropriately “Boxed” Sent down the delivered “Conveyor” Cannot Change Methodology Can Change (Wisdom) 20
  • 21. Does one Methodology fit all? • No, because of: – Project Complexity – Project Type – Project Size – Stakeholders – Skill Sets – And more So, we need to be able to Customise 21
  • 23. IBM Rational Method Composer 23
  • 25. Let’s Look and Play 25
  • 26. Conclusions • We need to Plan • We need a Methodology • It must be easily accessible • It must be easy to use – Novices and Experts • It must be customisable 26
  • 27. Any Questions? The IndigoCube Business Analysis Practice is committed to assisting clients to perform Business Analysis better through solutions in ‒ Business Analyst Assessments ‒ Methodology Provisioning Creation Customisation Implementation ‒ Skills Development 27
  • 28. 28