BAPDD2013Accessorizing Your BA ToolbeltGreg Swearingen, PSPO1 Senior Business Analyst/Consultant, QuickSolutions

Carole SchwarzIT Process Management/Requirements Capability, Nationwide Insurance

Reshma Pathare, CBAP, CSM, PMP, CSQA Business Consultant, Nationwide Insurance

Faye Thompson, JD, PSMISenior Agile Consultant, CareWorks Tech

Facilitator: Carol C. Fleming, CBAP VP of Technology – IIBA Columbus Chapter

Senior Business Analyst, Smart IT

BAPDD2013Accessorizing Your BA Toolbelt

Purpose of session is to present and discuss tools used to assist with business analysis activities:•Greg – Wireframing with PowerPoint and Balsamiq•Carole – IBM Rational Requirements Composer (RRC) and Rational Team Concert (RTC) •Reshma – Trello •Faye – JIRA and SharePoint

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Wireframing Overview

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What is wireframing?

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Wireframing

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BAPDD2013Wireframing

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• A quick sketch• A visual

representation of the written requirements

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All you need with PowerPoint •A collection of icons

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For this wireframe•PowerPoint text boxes•Balsamiq icons•Andreas Wulf’s free Windows 8 icons•Christian Naths’ free Redacted font set•Paint.Net free graphics tool

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Considerations•High Fidelity vs. Low Fidelity

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High Fidelity

Wireframing

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Low Fidelity

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Considerations•High Fidelity vs. Low Fidelity•Your Team•ROI

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PowerStory adds to PowerPoint•Use case story boarding

Balsmiq•Dynamic icons

PowerPoint •Easy to use

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Rational Requirements Composer Overview

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The Question: How do we improve requirements quality?

Rational Requirements Composer-Nationwide Insurance Implementation

Requirements ManagementTraceabilityImpact AnalysisScope ManagementDependenciesBuild to Run Transition

Requirements DevelopmentElicitation TechniquesElaboration Validation TechniquesPrioritization

Reuse from Run to Plan/Build

BAPDD2013Rational Requirements ComposerBenefits: Improved Requirements traceability

BAPDD2013Rational Requirements ComposerBenefits: Enables a Business and Application/Asset view of requirements

BAPDD2013Rational Requirements ComposerBenefits: Reuse

BAPDD2013Rational Requirements ComposerBenefits: Consistency across Business Units and Enterprise

Bonus: Analysts can move across business units without major on boarding

BAPDD2013Rational Requirements Composer

• RRC/RTC is tightly integrated

Benefits: Connects business requirements to agile design requirements

Bonus: RTC is tightly integrated, and part of the Rational ALM solution

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Summary of Capabilities• Traceability backwards and forwards– out-of-the box links or create your own

• Business Process Diagrams – link from Activity/Step to Use Case or Story

• Wireframes– any type of image file

• Storyboarding– Progressive UI development

• Reviews/Approval process• Suspicious Links notification

Rational Requirements Composer

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• Application Release Management• Iterations, Plans, Builds, Releases• Burnup and Burndown, Velocity• Captures the work associated with

requirements, development and test• Supports Agile-based practices as well as

Waterfall and Iterative• New Integrations allows for Continuous

Release & support for DevOps

Rational Team Concert

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Trello Overview

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Trello - Board

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Trello - Adding a Card

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• Trello - Adding details to a card

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• Trello - Managing the Board

BAPDD2013Trello – Pros and ConsPros:• Free! Free !! Free!!!• Open to members and non-members• Private or Public Boards (limited to a group of members or

anyone)• Natural user interface with Kanban-like ‘look-and-feel’ • Ease of use, visibility and tracking, collaborative (i.e. Keyboard

shortcuts, color-coded lists, assign multiple users to cards)• Available on iPhone / Android / Windows• Developer API• Secure SSL/HTTPS connection• Google Drive / Dropbox/Local pc• Add-on features like Calendar view of cards , convert Email into

card

BAPDD2013Trello – Pros and ConsCons:• Cards/tasks cannot be assigned to multiple

Boards / Projects• Limited email integration• Limited number of labels• No tagging capability• Difficult to move/copy etc. multiple cards• No due dates per tasks, only per card• Checklist are not easily visible inside cards

BAPDD2013Trello – Business A/C• $25 per month or $200 per year per organization• Google Apps integration (email / drive / calendar /

docs / sheets / slides).• Administrative controls Choose email domains,

restrict board visibility, organization admins to manage organization boards

• Bulk data export• Observers - board members that can view the board,

vote, and comment, but are not able to edit, move, or create cards

• Better member control and visibility - more insight into member activity, like de-activating members who leave the org.

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JIRA

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• Suite of tools for capturing, managing and tracking work from idea to Production

• Track team activity against planned work• Easy to set up and use, so entire team

(including Product Owners and Users) have continual insight into status

• Fits into most budgets• Plug-in system, so you pay for the functionality

that you use

JIRA - Overview

BAPDD2013JIRA – Work Tracking

•Allows all Team Members and Users to add bugs/stories/ enhancement requests on the fly

•Track all related information, including points estimates, detailed requirements, supporting documentation via attachment, feature identification

BAPDD2013JIRA Agile – Backlog Management

• fka GreenHopper

• Drag-and-drop stories/tasks/ bugs in priority order of customer value

BAPDD2013JIRA Agile – Kanban• Slide cards to indicate status

• Creates BVC that is instantly updatable

BAPDD2013JIRA Agile - Kanban• Set WIP constraints to focus team efforts

• Another visual indicator of impacts to schedule

BAPDD2013JIRA Agile - Burndown• Calculates Burndown and Velocity

• Allows for visual display of scope changes that impacted development pace

BAPDD2013JIRA Agile – Additional Metrics

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• Workflows• Ease of use, visibility and tracking, collaborative• Assign Issue Keys for traceability• Mobile site makes available anywhere • Developer API, with numerous existing plug-ins• Affordability

www.atlassian.com

JIRA – Other Considerations

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SharePoint

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• Team collaboration tools easily built into a single site, including intranet portals, file management, social networks, websites, site-wide search, and business intelligence

• Closely integrated with Office– Interface is familiar– Easily use in conjunction with other Office

applications

SharePoint - Overview

BAPDD2013SharePoint – Group/Project Sites

• Create single project site• Knowledge Sharing• Calendar/schedule• Announcements

BAPDD2013SharePoint – Document Repository

Permissions-based repository which allows for versioning and document preservation

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• Ease of use for new users• Highly customizable• Accessible remotely with appropriate setup

SharePoint – Other Considerations

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Resources & Tools

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• Wireframes Magazine -- wireframes.linowski.ca • Smashing Magazine -- www.smashingmagazine.com• Help Authoring Tools and Techniques forum -- http://

groups.yahoo.com/neo/groups/HATT/info• Christian Naths’ free Redacted font -- https://

github.com/christiannaths/Redacted-Font -- Redacted Font sdf df ddfsdfs ddfds

• PowerStory -- http://power-story.com• Balsamiq -- http://www.balsamiq.com• Trello – www.trello.com (there is also a blog and a strong

user community that provides answers to FAQs etc and a forum to post your questions and get responses

Resources & Tools

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• Andreas Wulf’s free icons for PowerPoint -http://designmodo.com/windows-8-wireframe/

• Cucumber - http://www.cukes.info • Cucumber on GitHub -

https://github.com/cucumber/cucumber• Axiom open source - build custom projects• MS Team Foundation Server (TFS) plug in for

Excel can help with requirements traceability; can view all team members' activities in one place

Resources & Tools

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• Red Mine - requirements plug-ins for storyboards; issue tracker

• Basecamp/Highrise/Campfire – http://37signals.com/

• Pivotal Tracker - agile PM tool; iteration manager - track stories thru development process

• Mind Mapping - iThoughts HD for Apple; MindJet; Xmind;

Resources & Tools

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• http://www.modernanalyst.com/• Mingle - www.thoughtworks.com• Rally Software - http://www.rallydev.com/• Prezzi - http://prezi.com/

Resources & Tools

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Questions/Comments

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Reshma Pathare, CBAP, CSM, PMP, CSQA Business Consultantrpathare@cohaa.org

Carole SchwarzIT Process Management - Requirements Capabilityschwarc6@nationwide.com

Greg Swearingen, PSPO1Senior Business Analyst / Consultantgregs@gergman.com

Faye Thompson, JD, PSMISenior Agile Consultantfthompson@cohaa.org

Accessorizing Your BA ToolbeltPanelists