06 pm&ba dynamic duo prioritize & trace luigi pantarotto

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Preparing Preparing Preparing Preparing Prioritize Prioritize Prioritize Prioritize and Trace and Trace and Trace and Trace the Requirements the Requirements the Requirements the Requirements Luigi Pantarotto, MBA, CBAP®, PMP® SAS Business Advisory Leader MKT Solutions IIBA Italy VP Marketing & Communication 28 February 2014

description

Priorityze and Trace Requirements. In the ICT World Gartner says that Requirements Management must confront new disruptive external forces: Generation Y will make in the future the 'Buy' paradigm preferred over 'Make' and a gap in the ability of measuring, aligning and managing Business Value is emerging. Prioritization is key to focus efforts to achieve the maximum Business Value. Lessons learned are discussed and a prioritizing by consensus exercise is performed with the audience, using the Voting technique. But in a world of complex Business Solutions, Tracing is key as well, in order to trace back solutions requirements to original or new business requirements. The example is from a Marketing Business Solution, where a simple coverage matrix allows tracing back of solution requirements to different possible business requirements.

Transcript of 06 pm&ba dynamic duo prioritize & trace luigi pantarotto

Page 1: 06 pm&ba dynamic duo prioritize & trace luigi pantarotto

PreparingPreparingPreparingPreparingPrioritize Prioritize Prioritize Prioritize and Trace and Trace and Trace and Trace the Requirementsthe Requirementsthe Requirementsthe Requirements

Luigi Pantarotto, MBA, CBAP®, PMP®

SAS Business Advisory Leader MKT Solutions

IIBA Italy VP Marketing & Communication

28 February 2014

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28/02/2014 PRIORITIZE & TRACE REQUIREMENTS 2

Requirements Management must confront Requirements Management must confront Requirements Management must confront Requirements Management must confront new new new new disruptive external disruptive external disruptive external disruptive external forcesforcesforcesforces

• Future: Make vs. buy becomes buy vs. make*

“The workforce generational shift will become stronger and more *apparent as Generation Y users (people born between 1981 and 1989) demand new and different IT services and value. They will challenge old paradigms; they will turn the make-versus-buy decision into a buy-versus-make one, choosing "outside first" as the new standard in IT investment strategies.”

• Gap: Business Value measure, align & manage*

“In the next three to five years, IT and sourcing organizations have to embrace a strong business approach. They need to show IT value aligned to business metrics and manage their service providers against business outcomes. […] IT will require a much tighter alignment, collaborative mindset and mutual recognition of interdependency for success between business and IT managers and users.”

(*)Source: 2013 Strategic Road Map for Outsourcing Competencies, Gartner, 26 Jun 2013

BIZ. REQ.s

SOL.REQ.s

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RequirementsRequirementsRequirementsRequirements’ ’ ’ ’ PrioritizePrioritizePrioritizePrioritize & Trace& Trace& Trace& Trace

• Prioritize Identity Card• K.A., Elements &

Techniques

• Unsuccess Stories• The ***** spider

• A ‘Make’ Solution feasible, at the end

• Exercise - Voting• Vote your Coffe Machine

• Trace Identity Card• K.A., Elements &

Techniques

• Exercise – CoverageMatrix:

• A ‘Buy’ Marketing Solution

28/02/2014 PRIORITIZE & TRACE REQUIREMENTS 3

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RequirementsPrioritize

RequirementsAnalysis

• Basis for Prioritization

• Challenges

Voting(also MoSCoW

and Timeboxing/budgeting)

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UnsuccessUnsuccessUnsuccessUnsuccess StoriesStoriesStoriesStories

• The ***** spider

• Unfeasibility…

… and the Swiss pusher

28/02/2014 PRIORITIZE & TRACE REQUIREMENTS 5

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PRIORITIZE & TRACE REQUIREMENTS 6

UnsuccessUnsuccessUnsuccessUnsuccess Stories Stories Stories Stories –––– the ***** spiderthe ***** spiderthe ***** spiderthe ***** spider

28/02/2014

OutcomeOutcomeOutcomeOutcome: : : : painspainspainspains for the PM!for the PM!for the PM!for the PM!

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UnsuccessUnsuccessUnsuccessUnsuccess Stories Stories Stories Stories –––– the ‘the ‘the ‘the ‘MakeMakeMakeMake’ ’ ’ ’ solutionsolutionsolutionsolutionfor the for the for the for the SwissSwissSwissSwiss smokesmokesmokesmoke ‘pusher’‘pusher’‘pusher’‘pusher’

• Context

• Project Manager in charge of Business Analysis & technical SME

• Project Manager leading at the same time a ‘near-shore’ prototyping team

• Big $$$ customer!

• Challenges

• ‘We are the best’ company culture

• Biz. req.s getting more and more complex

• Very powerful legal department

28/02/2014 PRIORITIZE & TRACE REQUIREMENTS 7

OutcomeOutcomeOutcomeOutcome: : : : arrivalarrivalarrivalarrival of a real BA!of a real BA!of a real BA!of a real BA!

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ExerciseExerciseExerciseExercise ---- vote vote vote vote youryouryouryour CoffeeCoffeeCoffeeCoffee MachineMachineMachineMachinetop top top top prioritypriorityprioritypriority innovative innovative innovative innovative killingkillingkillingkilling requirementrequirementrequirementrequirement

1. George Clooney as testimonial

2. Different capsules business vs family

3. Wooden 100% recyclable frame

4. Low cost – high volume manufacture

5. Metal V shaped capsule anti contamination

28/02/2014 PRIORITIZE & TRACE REQUIREMENTS 8

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RequirementsTrace

RequirementsManagement & Communication

• Relationship

• Impact Analysis

• Config. Mgmt. System

CoverageMatrix

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ExerciseExerciseExerciseExercise –––– trace Marketing trace Marketing trace Marketing trace Marketing Solution Solution Solution Solution ReqsReqsReqsReqsback to Business back to Business back to Business back to Business RequirementsRequirementsRequirementsRequirements

• Business Requirements

1. Make more campaigns

2. Increase campaign redemption

3. Measure campaign ROI

4. Maximise overall results respecting my Contact Policy

• Solution Requirements

a) Customer DB

b) Campaign Studio

c) Data mining

d) Marketing Optimization

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KeyKeyKeyKey MessagesMessagesMessagesMessages• Prioritize Requirements

1. Less is More

2. Challenge the Business: spiders bite!

3. Challenge the Technical SME: unfeasibility does not exist!

• Trace Requirements

1. It’s a ‘secret weapon’ against the bad change

2. Keep the Biz. engaged!

3. Always be covered, with the right cover!

28/02/2014 PRIORITIZE & TRACE REQUIREMENTS 11

«Prioritizing, to select which requirements

the analysis & implementation effort will

focus most is challenging, but the effort

on the project value is tremendous»*

«Tracing is the ‘red-thread’ connecting

requirements, fundamental because it

guarantees that the project will

implement only the requirements that

provide value to the organization»*

Source: Mastering the Project Requirements, Access How Good you Are, M. Maritato, 2013

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Contacts

Luigi Pantarotto

[email protected]

[email protected]

• LinkedIn: it.linkedin.com/in/lpantarotto/

• www.italy.iiba.org

28/02/2014 PRIORITIZE & TRACE REQUIREMENTS 12

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Business

Analysis

Planning &

Monitoring Elicitation

Requirements

Management &

Communication

Enterprise

Analysis

Requirements

Analysis

Solution

Assessment &

Validation

� Plan BA

Approach

� Conduct

Stakeholder

Analysis

� Plan BA Activities

� Plan BA

Communication

� Plan

Requirements

Management

Process

� Manage BA

Performance

� Prepare for

Elicitation

� Conduct

Elicitation

Activity

� Document

Elicitation

Results

� Confirm

Elicitation

Results

� Manage Solution

Scope &

Requirements

� Manage

Requirements

Traceability

� Maintain

Requirements for

Re-use

� Prepare

Requirements

Package

� Communicate

Requirements

� Define

Business

Need

� Assess

Capability

Gaps

� Determine

Solution

Approach

� Define

Solution

Scope

� Define

Business Case

� Prioritize

Requirements

� Organize

Requirements

� Specify and Model

Requirements

� Determine

Assumptions &

Constraints

� Verify

Requirements

� Validate

Requirements

� Assess Proposed

Solution

� Allocate

Requirements

� Assess

Organizational

Readiness

� Define Transition

Requirements

� Validate Solution

� Evaluate Solution

Performance

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Business Analysis knowledge areas’ tasks

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v2.0