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The Four Thinking Perspectives
of the Successful Business Analyst




          Copyrights (c) 2011 Pragmatic Cohesion
                                                   1
                         Consulting
Thinking                          SYSTEM        HOLISTIC
PERSPECTIVES                       Perspective   Perspective




                                                                   Copyrights (c) 2011 Pragmatic Cohesion Consulting
               Business Analysis
                                   ANALYZING     GATHERING
                 PROCESSES



INTEGRATOR                          Manage        Manage
                 MANAGING
 Perspective                        Analysis     Gathering



GENERALIST                         Document      Document
               DOCUMENTING
Perspective                         Analysis     Gathering



 BUSINESS ANALYSIS COMPASS TM THINKING PERSPECTIVES            2
Managing
                                              N
More Dynamic

                      Manage                                 Manage
                                                            Gathering
                      Analysis   NW                   NE




                                                                                         Copyrights (c) 2011 Pragmatic Cohesion Consulting
     Analyzing W                              M                         E Gathering
Less Dynamic




                                                       SE       Document
                     Document      SW                           Gathering
                      Analysis
                                          S
               More Structured          Documenting                Less Structured
                                                                                     3
                             BUSINESS ANALYSIS COMPASS TM
Cardinal Points
• The Business Analysis Compass identifies 8 Cardinal
  Points that correspond to:
   – 4 Main Processes applied to Business Requirements:
      •   Managing (North)
      •   Gathering ( East)
      •   Analyzing(West)
      •   Documenting( South)
   – 4 Sub-processes derived from the intersection of the 4
     Main Processes:
      •   Manage Gathering( North-East)
      •   Document Gathering( South-East)
      •   Manage Analysis(North-West)
      •   Document Analysis(South-West).

                       Copyrights (c) 2011 Pragmatic Cohesion
                                                                4
                                      Consulting
Thinking Perspectives
• The Business Analyst uses specific ways of
  thinking (Thinking Perspectives) when conducting
  the Business Analysis Compass Main Processes.

       Main Process                         Thinking Perspective
     Managing (North)                                 INTEGRATOR
    Documenting( South)                               GENERALIST
      Analyzing(West)                                   SYSTEM
      Gathering ( East)                                HOLISTIC

                  Copyrights (c) 2011 Pragmatic Cohesion
                                                                   5
                                 Consulting
Thinking Perspectives
• The Business Analyst combines two ways of
  thinking to effectively carry out each Sub-
  Process of the Business Analysis Compass

       Sub-Process                         Thinking Perspectives
   Manage gathering (NE)                   INTEGRATOR+HOLISTIC
  Document gathering (SE)                   GENERALIST+HOLISTIC
   Manage analysis (NW)                     INTEGRATOR+SYSTEM
  Document analysis (SW)                    GENERALIST+SYSTEM

                  Copyrights (c) 2011 Pragmatic Cohesion
                                                                   6
                                 Consulting
Thinking Perspectives Definitions
• The following slides are exerts from Dr. Harold
  Kurstedt book “Management Systems Theory,
  Applications, and Design”-Chap 1.1.27
  Fundamental Concepts III
• I hope that they inspire you and provide you
  insights into the complex thinking perspectives
  of highly effective Business Analysts.


                Copyrights (c) 2011 Pragmatic Cohesion
                                                         7
                               Consulting
INTEGRATOR Perspective
• “The purpose of the integrator is to bring all the
  appropriate pieces together to form a system so
  each piece does its job and together the pieces
  meet the aim of the system.”
• “The integrator must integrate and differentiate
  the needs of all stakeholders of the organization.”
• “Integrators provide continuity,
  comprehensiveness, and completeness for a
  system.”
                  Copyrights (c) 2011 Pragmatic Cohesion
                                                           8
                                 Consulting
Integrator Perspective
• “They can mix so the components are still distinguishable
  and mix so the components aren’t distinguishable.”
• “[Integrator must be confortable identifying and dealing
  with] extensive and intensive qualities according to what
  happens to the quality when it is divided into parts. If we
  break a chocolate bar in two pieces, each piece has a
  different mass than the original: thus mass would be called
  an extensive quality, since it depends on maintaining the
  full extent of the system. On the other hand, when we
  break the chocolate bar in half, each piece retains the same
  ‘chocolateness’, which is therefore said to be an intensive
  quality.”
                     Copyrights (c) 2011 Pragmatic Cohesion
                                                              9
                                    Consulting
Integrator Perspective
• “An organization often brings a large number of
  parts together and then has a gap. In this case,
  the parts don’t completely satisfy the needs of
  the whole. The integrator has to recognize the
  gaps and then to learn whatever is needed to fill
  the gaps.”
• “Recognize that if you optimize the whole, you
  sub-optimize at least some of the parts. The
  integrator must get people to appreciate and
  commit to sub-optimize their part for the good of
  the whole.”

                 Copyrights (c) 2011 Pragmatic Cohesion
                                                          10
                                Consulting
Generalist Perspective
• “…think like a generalist. You want to bring the lessons
  learned from one application to another application.
  You don’t want to start from absolute scratch for every
  problem you try to solve.”
• “A generalist is good at metaphors and functional
  relationships.”
• “…the key to generalizing one situation to another are
  the areas of similarity between situations or
  phenomena. We can generalize from a frog to a snow
  flake only in the way a frog is similar to a snow flake.
  Neither is made by humans. Both are affected by
  gravity”

                    Copyrights (c) 2011 Pragmatic Cohesion
                                                             11
                                   Consulting
Generalist Perspective
• “To a generalist, there’s not one right way to do a
  thing. There are any number of good ways to solve a
  problem.”
• “We need generalists: people who can combine
  knowledge from many specialties into a
  comprehensive attack on a problem.”
• “A generalist then is someone who can use concepts
  from more than one field. ...A generalist doesn’t simply
  sum fields, he combines them. He is able to stand
  outside of, comment on, and combine his fields of
  expertise because he has a broader perspective that
  integrates the fields”

                    Copyrights (c) 2011 Pragmatic Cohesion
                                                             12
                                   Consulting
Generalist Perspective
• “The generalist provides something a
  specialist or a non-specialist cannot provide,
  the integrating perspective. ...The generalist
  thus is valuable not just because he
  contributes new answers, but also because he
  asks new questions”




                Copyrights (c) 2011 Pragmatic Cohesion
                                                         13
                               Consulting
Generalist Perspective
• “Generalists and specialists differ in their
  aesthetics of knowledge. A specialist sees the
  world as naturally organized into domains, but
  a generalist sees a whole with domains
  imposed by humans. They have different
  intellectual goals. A generalist gets pleasure
  from statements like ‘this idea is similar to
  that one’ while a specialist gets pleasure from
  working out the details of one idea.”
                 Copyrights (c) 2011 Pragmatic Cohesion
                                                          14
                                Consulting
Generalist Perspective
• “Specialists emphasize the discovery of new
  facts and the creation of new ideas as the way
  to increase knowledge while generalists
  emphasize the creation of new links among
  existing ideas and the organization of existing
  facts and theories.”




                 Copyrights (c) 2011 Pragmatic Cohesion
                                                          15
                                Consulting
Holistic Perspective
• “The holistic perspective deals with ideas like
  meaning, purpose, essence, and soul”
• “The soul of an organization is its spirit…The spirit
  inspires enthusiasm, devotion, commitment,
  dedication, and a regard for the honor and the
  values of the group.”
• “Holistic thinking is an example of an extension
  those of us who practice analytic thinking must
  make if we want to be systems thinkers”
                   Copyrights (c) 2011 Pragmatic Cohesion
                                                            16
                                  Consulting
Holistic Perspective
• “In the holistic perspective, we have to be able
  to read between the lines; interpret empty
  space (blank space on a page or silence in
  discussion); understand the flow and feeling
  of a single line, word, or image; and realize the
  meaning or essence of the system”
• “The meaning comes as much or more from
  what isn’t apparent than from what is.”

                 Copyrights (c) 2011 Pragmatic Cohesion
                                                          17
                                Consulting
Holistic Perspective
• “In the holistic perspective, we deal with the
  system at a higher level than the components,
  thus rendering the components to be
  contributors to the essence of the system.
  Each component can add to the essence, but
  the essence so permeates the system,
  removing a component doesn’t hurt the aim.
  We form closure around the empty space.”

                Copyrights (c) 2011 Pragmatic Cohesion
                                                         18
                               Consulting
Holistic Perspective
• “We show a process as a flow diagram
  connecting components, activities, and
  resources. In truth, the process is invisible.
  What you see is the individual worker, the
  individual machine, the individual product.
  You must look beyond the physical into what
  the workers, machines, and products are,
  what they do, and what they do it for. That’s
  the totality. You must see the forest rather
  than the individual trees.”
                 Copyrights (c) 2011 Pragmatic Cohesion
                                                          19
                                Consulting
Holistic Perspective
• “So far, only the human mind can come to a
  conclusion with incomplete or missing data. The
  human mind can come to a gestalt with some
  criteria and importances clearly defined and
  others only in their hearts, indefinable.”
• “A group of human minds can consider things no
  analytic model can and the group can render a
  synergistic answer. So, we have to figure out how
  to effectively bring stakeholders together to come
  up with the best answer through holistic
  thinking.”

                  Copyrights (c) 2011 Pragmatic Cohesion
                                                           20
                                 Consulting
Holistic Perspective
• “The group of participating stakeholders must include
  everyone (or their representative) who will gain or lose
  by one alternative being selected or ranked over
  another. This holistic model allows the emphasis of
  perception over reality. Analytic models can’t deal with
  perception.”
• “…a meeting of the right people with mutual respect,
  good communications, a good process for
  participation, and a shared purpose.”
• “Synergy is what you get when the holistic perspective
  is working. In synergy the whole is greater than the
  sum of its parts.”

                    Copyrights (c) 2011 Pragmatic Cohesion
                                                             21
                                   Consulting
Holistic Perspective
• “The significant value of this perspective is
  that holistic thinking focuses us on what is
  desirable, whereas analytic thinking puts
  acceptability first”




                 Copyrights (c) 2011 Pragmatic Cohesion
                                                          22
                                Consulting
System Perspective
• “In the system perspective, we recognize the
  importance—actually necessity— of each
  component…. If we change a component or
  the relationship of a component to other
  components, we run the risk of changing the
  system and its aim”
• “Well-defined relationships ensure each
  component plays its role in causing the system
  to carry out its mission to meet its aim.”

                Copyrights (c) 2011 Pragmatic Cohesion
                                                         23
                               Consulting
For Comments and Questions contact didier@pragmaticohesion.com


                     Copyrights (c) 2011 Pragmatic Cohesion
                                                                 24
                                    Consulting

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The four thinking perspectives of the successful business analyst

  • 1. The Four Thinking Perspectives of the Successful Business Analyst Copyrights (c) 2011 Pragmatic Cohesion 1 Consulting
  • 2. Thinking SYSTEM HOLISTIC PERSPECTIVES Perspective Perspective Copyrights (c) 2011 Pragmatic Cohesion Consulting Business Analysis ANALYZING GATHERING PROCESSES INTEGRATOR Manage Manage MANAGING Perspective Analysis Gathering GENERALIST Document Document DOCUMENTING Perspective Analysis Gathering BUSINESS ANALYSIS COMPASS TM THINKING PERSPECTIVES 2
  • 3. Managing N More Dynamic Manage Manage Gathering Analysis NW NE Copyrights (c) 2011 Pragmatic Cohesion Consulting Analyzing W M E Gathering Less Dynamic SE Document Document SW Gathering Analysis S More Structured Documenting Less Structured 3 BUSINESS ANALYSIS COMPASS TM
  • 4. Cardinal Points • The Business Analysis Compass identifies 8 Cardinal Points that correspond to: – 4 Main Processes applied to Business Requirements: • Managing (North) • Gathering ( East) • Analyzing(West) • Documenting( South) – 4 Sub-processes derived from the intersection of the 4 Main Processes: • Manage Gathering( North-East) • Document Gathering( South-East) • Manage Analysis(North-West) • Document Analysis(South-West). Copyrights (c) 2011 Pragmatic Cohesion 4 Consulting
  • 5. Thinking Perspectives • The Business Analyst uses specific ways of thinking (Thinking Perspectives) when conducting the Business Analysis Compass Main Processes. Main Process Thinking Perspective Managing (North) INTEGRATOR Documenting( South) GENERALIST Analyzing(West) SYSTEM Gathering ( East) HOLISTIC Copyrights (c) 2011 Pragmatic Cohesion 5 Consulting
  • 6. Thinking Perspectives • The Business Analyst combines two ways of thinking to effectively carry out each Sub- Process of the Business Analysis Compass Sub-Process Thinking Perspectives Manage gathering (NE) INTEGRATOR+HOLISTIC Document gathering (SE) GENERALIST+HOLISTIC Manage analysis (NW) INTEGRATOR+SYSTEM Document analysis (SW) GENERALIST+SYSTEM Copyrights (c) 2011 Pragmatic Cohesion 6 Consulting
  • 7. Thinking Perspectives Definitions • The following slides are exerts from Dr. Harold Kurstedt book “Management Systems Theory, Applications, and Design”-Chap 1.1.27 Fundamental Concepts III • I hope that they inspire you and provide you insights into the complex thinking perspectives of highly effective Business Analysts. Copyrights (c) 2011 Pragmatic Cohesion 7 Consulting
  • 8. INTEGRATOR Perspective • “The purpose of the integrator is to bring all the appropriate pieces together to form a system so each piece does its job and together the pieces meet the aim of the system.” • “The integrator must integrate and differentiate the needs of all stakeholders of the organization.” • “Integrators provide continuity, comprehensiveness, and completeness for a system.” Copyrights (c) 2011 Pragmatic Cohesion 8 Consulting
  • 9. Integrator Perspective • “They can mix so the components are still distinguishable and mix so the components aren’t distinguishable.” • “[Integrator must be confortable identifying and dealing with] extensive and intensive qualities according to what happens to the quality when it is divided into parts. If we break a chocolate bar in two pieces, each piece has a different mass than the original: thus mass would be called an extensive quality, since it depends on maintaining the full extent of the system. On the other hand, when we break the chocolate bar in half, each piece retains the same ‘chocolateness’, which is therefore said to be an intensive quality.” Copyrights (c) 2011 Pragmatic Cohesion 9 Consulting
  • 10. Integrator Perspective • “An organization often brings a large number of parts together and then has a gap. In this case, the parts don’t completely satisfy the needs of the whole. The integrator has to recognize the gaps and then to learn whatever is needed to fill the gaps.” • “Recognize that if you optimize the whole, you sub-optimize at least some of the parts. The integrator must get people to appreciate and commit to sub-optimize their part for the good of the whole.” Copyrights (c) 2011 Pragmatic Cohesion 10 Consulting
  • 11. Generalist Perspective • “…think like a generalist. You want to bring the lessons learned from one application to another application. You don’t want to start from absolute scratch for every problem you try to solve.” • “A generalist is good at metaphors and functional relationships.” • “…the key to generalizing one situation to another are the areas of similarity between situations or phenomena. We can generalize from a frog to a snow flake only in the way a frog is similar to a snow flake. Neither is made by humans. Both are affected by gravity” Copyrights (c) 2011 Pragmatic Cohesion 11 Consulting
  • 12. Generalist Perspective • “To a generalist, there’s not one right way to do a thing. There are any number of good ways to solve a problem.” • “We need generalists: people who can combine knowledge from many specialties into a comprehensive attack on a problem.” • “A generalist then is someone who can use concepts from more than one field. ...A generalist doesn’t simply sum fields, he combines them. He is able to stand outside of, comment on, and combine his fields of expertise because he has a broader perspective that integrates the fields” Copyrights (c) 2011 Pragmatic Cohesion 12 Consulting
  • 13. Generalist Perspective • “The generalist provides something a specialist or a non-specialist cannot provide, the integrating perspective. ...The generalist thus is valuable not just because he contributes new answers, but also because he asks new questions” Copyrights (c) 2011 Pragmatic Cohesion 13 Consulting
  • 14. Generalist Perspective • “Generalists and specialists differ in their aesthetics of knowledge. A specialist sees the world as naturally organized into domains, but a generalist sees a whole with domains imposed by humans. They have different intellectual goals. A generalist gets pleasure from statements like ‘this idea is similar to that one’ while a specialist gets pleasure from working out the details of one idea.” Copyrights (c) 2011 Pragmatic Cohesion 14 Consulting
  • 15. Generalist Perspective • “Specialists emphasize the discovery of new facts and the creation of new ideas as the way to increase knowledge while generalists emphasize the creation of new links among existing ideas and the organization of existing facts and theories.” Copyrights (c) 2011 Pragmatic Cohesion 15 Consulting
  • 16. Holistic Perspective • “The holistic perspective deals with ideas like meaning, purpose, essence, and soul” • “The soul of an organization is its spirit…The spirit inspires enthusiasm, devotion, commitment, dedication, and a regard for the honor and the values of the group.” • “Holistic thinking is an example of an extension those of us who practice analytic thinking must make if we want to be systems thinkers” Copyrights (c) 2011 Pragmatic Cohesion 16 Consulting
  • 17. Holistic Perspective • “In the holistic perspective, we have to be able to read between the lines; interpret empty space (blank space on a page or silence in discussion); understand the flow and feeling of a single line, word, or image; and realize the meaning or essence of the system” • “The meaning comes as much or more from what isn’t apparent than from what is.” Copyrights (c) 2011 Pragmatic Cohesion 17 Consulting
  • 18. Holistic Perspective • “In the holistic perspective, we deal with the system at a higher level than the components, thus rendering the components to be contributors to the essence of the system. Each component can add to the essence, but the essence so permeates the system, removing a component doesn’t hurt the aim. We form closure around the empty space.” Copyrights (c) 2011 Pragmatic Cohesion 18 Consulting
  • 19. Holistic Perspective • “We show a process as a flow diagram connecting components, activities, and resources. In truth, the process is invisible. What you see is the individual worker, the individual machine, the individual product. You must look beyond the physical into what the workers, machines, and products are, what they do, and what they do it for. That’s the totality. You must see the forest rather than the individual trees.” Copyrights (c) 2011 Pragmatic Cohesion 19 Consulting
  • 20. Holistic Perspective • “So far, only the human mind can come to a conclusion with incomplete or missing data. The human mind can come to a gestalt with some criteria and importances clearly defined and others only in their hearts, indefinable.” • “A group of human minds can consider things no analytic model can and the group can render a synergistic answer. So, we have to figure out how to effectively bring stakeholders together to come up with the best answer through holistic thinking.” Copyrights (c) 2011 Pragmatic Cohesion 20 Consulting
  • 21. Holistic Perspective • “The group of participating stakeholders must include everyone (or their representative) who will gain or lose by one alternative being selected or ranked over another. This holistic model allows the emphasis of perception over reality. Analytic models can’t deal with perception.” • “…a meeting of the right people with mutual respect, good communications, a good process for participation, and a shared purpose.” • “Synergy is what you get when the holistic perspective is working. In synergy the whole is greater than the sum of its parts.” Copyrights (c) 2011 Pragmatic Cohesion 21 Consulting
  • 22. Holistic Perspective • “The significant value of this perspective is that holistic thinking focuses us on what is desirable, whereas analytic thinking puts acceptability first” Copyrights (c) 2011 Pragmatic Cohesion 22 Consulting
  • 23. System Perspective • “In the system perspective, we recognize the importance—actually necessity— of each component…. If we change a component or the relationship of a component to other components, we run the risk of changing the system and its aim” • “Well-defined relationships ensure each component plays its role in causing the system to carry out its mission to meet its aim.” Copyrights (c) 2011 Pragmatic Cohesion 23 Consulting
  • 24. For Comments and Questions contact didier@pragmaticohesion.com Copyrights (c) 2011 Pragmatic Cohesion 24 Consulting