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MethodGroup
                        business analysis specialists




Is a BA required on an Agile
team?
Lucas Murtagh – Lead Business Analyst
MethodGroup – Business Analysis Specialists
MethodGroup
          business analysis specialists




Agenda
Agenda
    Introduction
    Projects
       What are projects?

       How projects work and why some succeed and some fail

    Business Analyst
       What role do BAs perform?

       Good BAs Vs Bad BAs

    Agile Concepts
       So how does agile work?

    Traditional Vs Agile Analysis
    Wrap Up – We need to change our behaviour to become Agile
    Questions?
MethodGroup
                business analysis specialists




Introduction
A little about me




                     Lucas Murtagh
A little about me




                     Born in 1974
A little about me




         Lived in the bush for most of my teens
A little about me




            Studied actuarial & maths at Uni
A little about me




 Spent first five years of career crunching numbers in
    Actuarial and developing complex systems to
                    understand risk
A little about me




        Got offered a job as a full time gambler
A little about me




             Got married and had some kids
A little about me




                     Had to get a real job
A little about me




               Became a BA…..Real Job!
A little about me




                Worked on lots of projects
A little about me




                 Across many industries
A little about me

                      Telecommunications
                     Throroughbred Racing
                             Mining
                            Banking
                      Wealth Management 
                           Insurance
                             Media
                            Property
                      Asset Management
A little about me




  A variety of subject areas, sizes and complexities
A little about me




                 Some projects went well
A little about me




             Some projects didn’t go so well
MethodGroup
MethodGroup


                Clear philosophy
                     Simple
                   Structured
                  Collaborative
                Industry Aligned
          Approach to Business Analysis
The world is changing




       IT is moving faster than the business
  Companies are subscribing to services rather than
                building applications
The world is changing




             What does this mean for us?
MethodGroup
            business analysis specialists




Projects
© 2009 Forrester Research, Inc. Reproduction Prohibited
Rusty and Waterfall


     Slow to market
     Documentation is out of date by the time it’s
      complete
     Product/Solution is out of date by the time it’s
      delivered
     Silo behavior
     May be restricted by what has been agreed in
      contracts
     Worker slave relationships within project

         It must have some good points….
Definition of Project


  1.    Project:“A temporary endeavor undertaken to create a unique
        product, service or result”
  2.    Has a definite beginning and end
  3.    Is Unique
  4.    Consumes resources
  5.    Starts with an objective
Where do Objectives come from (worst
practice)?
      From a senior manager’s posterior
      As a knee-jerk reaction to a media article
      From a big lunch with a supplier
      From something someone said over drinks at a conference
      From the Chairman’s wife not being able to get through to the
       call centre
      From the need to be seen to be doing something
      From hearing that’s what they do in the US
Where do Objectives come from (best
practice)?

      An efficient business will continually forecast the emerging
       threats and opportunities in their market
      An efficient business will continually measure and analyse the
       effectiveness of their operation and will thereby identify
       opportunities for improvement 
      Based on these inputs an efficient business will devise and
       maintain an explicit business strategy including strategic
       objectives
      An efficient business will identify the programmes of work
       required to deliver the strategic objectives
      Project objectives should trace up through programme
       objectives to the overall business strategy
      All objectives will be SMART
Example of a reasonably clear objective

   JFK Stated this one objective in a speech         It is Timely, there is time component to
                                                     the objective


   It was Realistic with   Our goal is, before this
   the technology          decade is out, to send a man                         It is Measurable,
   available at the                                                             either the
   time (although          to the moon and return him
                                                                                astronaut returns
   ambitious) to send a    safely to earth                                      alive or he does
   man to the moon         John F Kennedy                                       not


                 Congress passed the funding – it was Agreed


                                                                      SMART!
Why Projects Succeed

 Project Success Factors                      % of Responses

 1. User Involvement                          15.9
 2. Executive Management Support              13.9
 3. Clear Statement of Requirements           13.0
 4. Proper Planning                           9.6
 5. Realistic Expectations                    8.2
 6. Smaller Project Milestones                7.7
 7. Competent Staff                           7.2
 8. Ownership                                 5.3
 9. Clear Vision & Objectives                 2.9
 10. Hard-Working, Focused Staff              2.4
 Other                                        13.9

 Source: Standish Group, Chaos report, 2007
Why Projects Fail

                 Project Challenged Factors      % of Responses
 1. Lack of User Input                                12.8%
 2. Incomplete Requirements & Specifications          12.3%
 3. Changing Requirements & Specifications            11.8%
 4. Lack of Executive Support                         7.5%
 5. Technology Incompetence                           7.0%
 6. Lack of Resources                                 6.4%
 7. Unrealistic Expectations                          5.9%
 8. Unclear Objectives                                5.3%
 9. Unrealistic Time Frames                           4.3%
 10. New Technology                                   3.7%
 Other                                                23.0%
    Source: Standish Group, Chaos report, 2007
Why projects fail – My Experience

    The real problem trying to be solved is not understood

    The solution is agreed before the problem is understood

    There’s no planning. Not just the PM but BAs as well

    People don’t talk

    People infer and assume rather than getting the facts

    Project teams don’t work together to achieve the
     goal….SILOS and blame
Why projects succeed – My Experience


     Everyone is on the one page and understand the end
      goal

     Everyone has a clear role, deliverables and realistic
      scope/schedule

     The project team works together. The business, IT
      and Vendors are one. Not Silos

     The right skills are on the project
MethodGroup
               business analysis specialists




Business Analysts
BA ROLE IN PROJECTs

              Every project team needs:
     Someone who understands the business domain
     Someone who understands how people behave
     Someone who looks at the bigger organizational
      problems 
     Someone who helps with the management of
      artefacts and requirements
     Someone who can help create diagrams/models to
      illustrate system working better
     Someone who can help capture learnings and adapt
The IIBA defintion


    A business analyst works as a liaison among
     stakeholders in order to elicit, analyze, communicate
     and validate requirements for changes to business
     processes, policies and information systems. The
     business analyst understands business problems and
     opportunities in the context of the requirements and
     recommends solutions that enable the organization to
     achieve its goals.
What are BAs really doing


    Working in Business and IT projects. Mostly IT.
    90% of the time BAs deliver
       Business Requirements
       Functional/Non Functional Requirements
       Use Cases/ User Stories
       Requirements Traceability
       Process Maps and Procedures
       Data Modelling
       Lots of workshops/1-1 stakeholder interviews
       PA services to PM!!!
Good BAs

    Have fantastic written and verbal communication
    Build trusted relationships with Stakeholders and their
     team
    Keep all stakeholders on the one page
    Plan their activities
    Have a clear approach to completing deliverables
    Use modelling, benchmarking and reviews to identify
     gaps and ensure quality of business needs and solutions
    Don’t over analyse.
    Identify and communicate risks and issues
    Love unraveling ambiguity
    Are proactive
Bad BAs

    Write down what the stakeholder tells them to write
     down
    Create the requirements themselves rather than
     engaging the business. Become SMEs
    Write confusing requirements and define a solution
     rather than understanding the business need
    Document to-be processes without testing they will
     work
    Sign up to unrealistic deadlines
    Say yes rather than ask why
    Act as a PA rather than BA
    Are reactive
MethodGroup
                  business analysis specialists




Agile Concepts
The Agile Philosophy


     Individuals and interactions over processes and tools

     Working software over comprehensive documentation

     Customer collaboration over contract negotiation

     Responding to change over following a plan
© 2009 Forrester Research, Inc. Reproduction Prohibited
Kate and Agile


     Fast to Market
     Collaborative
     Everyone is clear of what they’re responsible for
      delivering
     Team commits to each other
     Continuous review of approach, products and
      outcomes



Sounds great but must choose the right project
Agile Methods


     SCRUM
     Lean
     XP




        Scrum is the most commonly seen
Scrum’s 3 + 3 + 3
Three roles

       Product Owner – Describes the Vision. Represents the business and its
        stakeholders. BA often perform this role. 
              Helps write user stories
              Prioritises the product backlog


       ScrumMaster – Runs the process. Makes sure the team adheres to the rules
              Sounds a bit like a Project Manager


       Development Team – Build the product
              Self organising
              Analyse, Design, Build Test & Train
Scrum’s 3 + 3 + 3
Three artifacts 
     Product Backlog
             List of the features requirements that need to be delivered
             Provides an overview of the business value and development effort
              required to build
             BA play a very important role in helping formulate and prioritizing this list


       Sprint Backlog
              The sprint backlog is the list of work the team must address during the
               next sprint.
              Work is not allocated. Team members pick the next task as required
              Can be split up into “Done”, “In Progress” and “To-Do”


       Burndown Chart
              Charts the work remaining in a sprint
Scrum’s 3 + 3 + 3
Three Meetings
     Sprint Planning Meeting
             Select what work is to be done
             Prepare the Sprint Backlog that details the time it will take to do that
              work, with the entire team
             Identify and communicate how much of the work is likely to be done
              during the current sprint
     Daily Scrum Meeting
             What have you done since yesterday?
             What are you planning to do today?
             Do you have any problems that would prevent you from accomplishing
              your goal?
     Sprint Review Meeting
             Review the work that was completed and not completed
             Present the completed work to the stakeholders (a.k.a. “the demo”)
             What went well during the sprint? What could be improved in the next
              sprint?
The Agile Overview
Agile works best when

     Project delivery (and ROI) can be incremental
     Core team can be co-located and are dedicated
      (business and technology) 
     Governance model allows for high visibility and adaptive
      planning
     High commitment and availability of stakeholders and
      executive sponsors 
     Scope and/or High Level Requirements are not stable or
      clearly known 
     A small team structure which is cross-functionally skilled
      is feasible 
     Majority of development is on a single system, although
      may interface to many 
     Project has low external dependencies on vendors or
      other projects
There are tools to help you confirm your
project is a candidate for agile




http://www.hostfrontier.com/.../008_Agile%20Project%20Selection%20Criteria.xls
MethodGroup
                business analysis specialists




Agile Analysis Vs Traditional
Analysis
Agile Vs Traditional Analysis

                           Requirements planning activities
        Set the stage to gather requirements for the project, identify stakeholders etc.


                Traditional
                                       Agile
    Project chartering sessions to                 Conduct product vision and
     define vision, identify                          roadmapping workshops
     stakeholders etc
                              Design and plan release and
    Analyse overall high level plan                 iteration planning workshops
     for project delivery- tasks, time,
     delivery dates
Agile Vs Traditional Analysis

                              Requirements elicitation activities
        Identify the sources of requirements and then elicit requirements from those sources.



                Traditional
                                            Agile
    Plan elicitation techniques                       Plan and conduct short
     suitable for project and                           requirements modelling
     stakeholders
                                      sessions throughout each
    Plan, design, and conduct                          iteration
     requirements workshops over                       identify user acceptance test
     weeks/months
                                      data in real-time while story is
                                                        being designed/coded/prepare
                                                        for testing
Agile Vs Traditional Analysis

                         Requirements analysis activities
       Understand and refine requirements further so as to help customer prioritize


                Traditional
                                  Agile
    Define full scope up front
                  Work with customer, to define
    Develop analysis models for all              high-level scope up-front (just-
     requirements
                                enough scope)
                                                 Work with customer to define
                                                  user stories and develop
                                                  supporting models if-and-when
                                                  needed through each iteration
                                                 Customer is responsible for
                                                  prioritization based on business
                                                  needs and ROI
Agile Vs Traditional Analysis

                    Requirements specification activities
                Refine and organise requirements into documentation

               Traditional
                               Agile
    Write a full-blown requirements         Customer and team work
     specification document
                   together to write user stories
                                             Create user acceptance tests
                                              for each story
                                             Determine the form and format
                                              of any other documentation
                                              that is necessary and sufficient
                                              for requirements-related work-
                                              in-progress, handover, or
                                              product documentation.
Agile Vs Traditional Analysis

                Requirements management activities
       Monitor the status of requirements and control changes if any

                Traditional
                                 Agile
                                               Smallest necessary requirements
    Write Requirements Management              attributes are established for each
     Plan
                                      backlog item
    Establish requirements baseline,          Use simple requirements mapping
     document change control                    and organization techniques such
     processes and generate                     as story cards on the wall
     requirements traceability matrices
       Changes are considered an
    Conduct change control meetings
           important aspect of the Agile
                                                approach and these are
                                                incorporated quite simply as part
                                                of the next iteration
MethodGroup
           business analysis specialists




WRAP UP
Tips to being a great BA in Agile 

        Work beyond the title of ‘Business Analyst’

    A change in mindset is required- same work, different
     tools/format/techniques/physical environment
    Learn to keep the requirements slices to a bare
     minimum necessary until it is just about to be
     developed
    Connect the development team to the ultimate
     sources of business needs
    Get the clients closely involved in the development of
     the project
    You are not the sole custodian of all the requirements,
     you are part of a self-organizing empowered team
    We need to be more adaptable
MethodGroup
              business analysis specialists




QUESTIONS?

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BA Role in Agile Projects

  • 1. MethodGroup business analysis specialists Is a BA required on an Agile team? Lucas Murtagh – Lead Business Analyst MethodGroup – Business Analysis Specialists
  • 2. MethodGroup business analysis specialists Agenda
  • 3. Agenda   Introduction   Projects   What are projects?   How projects work and why some succeed and some fail   Business Analyst   What role do BAs perform?   Good BAs Vs Bad BAs   Agile Concepts   So how does agile work?   Traditional Vs Agile Analysis   Wrap Up – We need to change our behaviour to become Agile   Questions?
  • 4. MethodGroup business analysis specialists Introduction
  • 5. A little about me Lucas Murtagh
  • 6. A little about me Born in 1974
  • 7. A little about me Lived in the bush for most of my teens
  • 8. A little about me Studied actuarial & maths at Uni
  • 9. A little about me Spent first five years of career crunching numbers in Actuarial and developing complex systems to understand risk
  • 10. A little about me Got offered a job as a full time gambler
  • 11. A little about me Got married and had some kids
  • 12. A little about me Had to get a real job
  • 13. A little about me Became a BA…..Real Job!
  • 14. A little about me Worked on lots of projects
  • 15. A little about me Across many industries
  • 16. A little about me Telecommunications Throroughbred Racing Mining Banking Wealth Management Insurance Media Property Asset Management
  • 17. A little about me A variety of subject areas, sizes and complexities
  • 18. A little about me Some projects went well
  • 19. A little about me Some projects didn’t go so well
  • 21. MethodGroup Clear philosophy Simple Structured Collaborative Industry Aligned Approach to Business Analysis
  • 22. The world is changing IT is moving faster than the business Companies are subscribing to services rather than building applications
  • 23. The world is changing What does this mean for us?
  • 24. MethodGroup business analysis specialists Projects
  • 25. © 2009 Forrester Research, Inc. Reproduction Prohibited
  • 26. Rusty and Waterfall   Slow to market   Documentation is out of date by the time it’s complete   Product/Solution is out of date by the time it’s delivered   Silo behavior   May be restricted by what has been agreed in contracts   Worker slave relationships within project It must have some good points….
  • 27. Definition of Project 1.  Project:“A temporary endeavor undertaken to create a unique product, service or result” 2.  Has a definite beginning and end 3.  Is Unique 4.  Consumes resources 5.  Starts with an objective
  • 28. Where do Objectives come from (worst practice)?   From a senior manager’s posterior   As a knee-jerk reaction to a media article   From a big lunch with a supplier   From something someone said over drinks at a conference   From the Chairman’s wife not being able to get through to the call centre   From the need to be seen to be doing something   From hearing that’s what they do in the US
  • 29. Where do Objectives come from (best practice)?   An efficient business will continually forecast the emerging threats and opportunities in their market   An efficient business will continually measure and analyse the effectiveness of their operation and will thereby identify opportunities for improvement   Based on these inputs an efficient business will devise and maintain an explicit business strategy including strategic objectives   An efficient business will identify the programmes of work required to deliver the strategic objectives   Project objectives should trace up through programme objectives to the overall business strategy   All objectives will be SMART
  • 30. Example of a reasonably clear objective JFK Stated this one objective in a speech It is Timely, there is time component to the objective It was Realistic with Our goal is, before this the technology decade is out, to send a man It is Measurable, available at the either the time (although to the moon and return him astronaut returns ambitious) to send a safely to earth alive or he does man to the moon John F Kennedy not Congress passed the funding – it was Agreed SMART!
  • 31. Why Projects Succeed Project Success Factors % of Responses 1. User Involvement 15.9 2. Executive Management Support 13.9 3. Clear Statement of Requirements 13.0 4. Proper Planning 9.6 5. Realistic Expectations 8.2 6. Smaller Project Milestones 7.7 7. Competent Staff 7.2 8. Ownership 5.3 9. Clear Vision & Objectives 2.9 10. Hard-Working, Focused Staff 2.4 Other 13.9 Source: Standish Group, Chaos report, 2007
  • 32. Why Projects Fail Project Challenged Factors % of Responses 1. Lack of User Input 12.8% 2. Incomplete Requirements & Specifications 12.3% 3. Changing Requirements & Specifications 11.8% 4. Lack of Executive Support 7.5% 5. Technology Incompetence 7.0% 6. Lack of Resources 6.4% 7. Unrealistic Expectations 5.9% 8. Unclear Objectives 5.3% 9. Unrealistic Time Frames 4.3% 10. New Technology 3.7% Other 23.0% Source: Standish Group, Chaos report, 2007
  • 33. Why projects fail – My Experience   The real problem trying to be solved is not understood   The solution is agreed before the problem is understood   There’s no planning. Not just the PM but BAs as well   People don’t talk   People infer and assume rather than getting the facts   Project teams don’t work together to achieve the goal….SILOS and blame
  • 34. Why projects succeed – My Experience   Everyone is on the one page and understand the end goal   Everyone has a clear role, deliverables and realistic scope/schedule   The project team works together. The business, IT and Vendors are one. Not Silos   The right skills are on the project
  • 35. MethodGroup business analysis specialists Business Analysts
  • 36. BA ROLE IN PROJECTs Every project team needs:   Someone who understands the business domain   Someone who understands how people behave   Someone who looks at the bigger organizational problems   Someone who helps with the management of artefacts and requirements   Someone who can help create diagrams/models to illustrate system working better   Someone who can help capture learnings and adapt
  • 37. The IIBA defintion   A business analyst works as a liaison among stakeholders in order to elicit, analyze, communicate and validate requirements for changes to business processes, policies and information systems. The business analyst understands business problems and opportunities in the context of the requirements and recommends solutions that enable the organization to achieve its goals.
  • 38. What are BAs really doing   Working in Business and IT projects. Mostly IT.   90% of the time BAs deliver   Business Requirements   Functional/Non Functional Requirements   Use Cases/ User Stories   Requirements Traceability   Process Maps and Procedures   Data Modelling   Lots of workshops/1-1 stakeholder interviews   PA services to PM!!!
  • 39. Good BAs   Have fantastic written and verbal communication   Build trusted relationships with Stakeholders and their team   Keep all stakeholders on the one page   Plan their activities   Have a clear approach to completing deliverables   Use modelling, benchmarking and reviews to identify gaps and ensure quality of business needs and solutions   Don’t over analyse.   Identify and communicate risks and issues   Love unraveling ambiguity   Are proactive
  • 40. Bad BAs   Write down what the stakeholder tells them to write down   Create the requirements themselves rather than engaging the business. Become SMEs   Write confusing requirements and define a solution rather than understanding the business need   Document to-be processes without testing they will work   Sign up to unrealistic deadlines   Say yes rather than ask why   Act as a PA rather than BA   Are reactive
  • 41. MethodGroup business analysis specialists Agile Concepts
  • 42. The Agile Philosophy   Individuals and interactions over processes and tools   Working software over comprehensive documentation   Customer collaboration over contract negotiation   Responding to change over following a plan
  • 43. © 2009 Forrester Research, Inc. Reproduction Prohibited
  • 44. Kate and Agile   Fast to Market   Collaborative   Everyone is clear of what they’re responsible for delivering   Team commits to each other   Continuous review of approach, products and outcomes Sounds great but must choose the right project
  • 45. Agile Methods   SCRUM   Lean   XP Scrum is the most commonly seen
  • 46. Scrum’s 3 + 3 + 3 Three roles   Product Owner – Describes the Vision. Represents the business and its stakeholders. BA often perform this role.   Helps write user stories   Prioritises the product backlog   ScrumMaster – Runs the process. Makes sure the team adheres to the rules   Sounds a bit like a Project Manager   Development Team – Build the product   Self organising   Analyse, Design, Build Test & Train
  • 47. Scrum’s 3 + 3 + 3 Three artifacts   Product Backlog   List of the features requirements that need to be delivered   Provides an overview of the business value and development effort required to build   BA play a very important role in helping formulate and prioritizing this list   Sprint Backlog   The sprint backlog is the list of work the team must address during the next sprint.   Work is not allocated. Team members pick the next task as required   Can be split up into “Done”, “In Progress” and “To-Do”   Burndown Chart   Charts the work remaining in a sprint
  • 48. Scrum’s 3 + 3 + 3 Three Meetings   Sprint Planning Meeting   Select what work is to be done   Prepare the Sprint Backlog that details the time it will take to do that work, with the entire team   Identify and communicate how much of the work is likely to be done during the current sprint   Daily Scrum Meeting   What have you done since yesterday?   What are you planning to do today?   Do you have any problems that would prevent you from accomplishing your goal?   Sprint Review Meeting   Review the work that was completed and not completed   Present the completed work to the stakeholders (a.k.a. “the demo”)   What went well during the sprint? What could be improved in the next sprint?
  • 50. Agile works best when   Project delivery (and ROI) can be incremental   Core team can be co-located and are dedicated (business and technology)   Governance model allows for high visibility and adaptive planning   High commitment and availability of stakeholders and executive sponsors   Scope and/or High Level Requirements are not stable or clearly known   A small team structure which is cross-functionally skilled is feasible   Majority of development is on a single system, although may interface to many   Project has low external dependencies on vendors or other projects
  • 51. There are tools to help you confirm your project is a candidate for agile http://www.hostfrontier.com/.../008_Agile%20Project%20Selection%20Criteria.xls
  • 52. MethodGroup business analysis specialists Agile Analysis Vs Traditional Analysis
  • 53. Agile Vs Traditional Analysis Requirements planning activities Set the stage to gather requirements for the project, identify stakeholders etc. Traditional Agile   Project chartering sessions to   Conduct product vision and define vision, identify roadmapping workshops stakeholders etc   Design and plan release and   Analyse overall high level plan iteration planning workshops for project delivery- tasks, time, delivery dates
  • 54. Agile Vs Traditional Analysis Requirements elicitation activities Identify the sources of requirements and then elicit requirements from those sources. Traditional Agile   Plan elicitation techniques   Plan and conduct short suitable for project and requirements modelling stakeholders sessions throughout each   Plan, design, and conduct iteration requirements workshops over   identify user acceptance test weeks/months data in real-time while story is being designed/coded/prepare for testing
  • 55. Agile Vs Traditional Analysis Requirements analysis activities Understand and refine requirements further so as to help customer prioritize Traditional Agile   Define full scope up front   Work with customer, to define   Develop analysis models for all high-level scope up-front (just- requirements enough scope)   Work with customer to define user stories and develop supporting models if-and-when needed through each iteration   Customer is responsible for prioritization based on business needs and ROI
  • 56. Agile Vs Traditional Analysis Requirements specification activities Refine and organise requirements into documentation Traditional Agile   Write a full-blown requirements   Customer and team work specification document together to write user stories   Create user acceptance tests for each story   Determine the form and format of any other documentation that is necessary and sufficient for requirements-related work- in-progress, handover, or product documentation.
  • 57. Agile Vs Traditional Analysis Requirements management activities Monitor the status of requirements and control changes if any Traditional Agile   Smallest necessary requirements   Write Requirements Management attributes are established for each Plan backlog item   Establish requirements baseline,   Use simple requirements mapping document change control and organization techniques such processes and generate as story cards on the wall requirements traceability matrices   Changes are considered an   Conduct change control meetings important aspect of the Agile approach and these are incorporated quite simply as part of the next iteration
  • 58. MethodGroup business analysis specialists WRAP UP
  • 59. Tips to being a great BA in Agile Work beyond the title of ‘Business Analyst’   A change in mindset is required- same work, different tools/format/techniques/physical environment   Learn to keep the requirements slices to a bare minimum necessary until it is just about to be developed   Connect the development team to the ultimate sources of business needs   Get the clients closely involved in the development of the project   You are not the sole custodian of all the requirements, you are part of a self-organizing empowered team   We need to be more adaptable
  • 60. MethodGroup business analysis specialists QUESTIONS?