1 Understanding Business Analyst Role

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Wipro confidential Copyright 2009 Wipro Ltd 1

CRM Business Analyst Training

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Understanding Role of aBusiness Analyst Sid Mishra

[email protected]
mailto:[email protected]:[email protected]


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CRM BA


CRM BA Training: Program PlanWeek Theme Session

#

Session Details

1 Basics of BA1 Understanding Business Analyst Role,

2High Level CRM Process Overview

2 Requirement Basics

3 Requirements and its types &

Overcoming Challenges in Requirement Gathering,

4 Requirement Gathering Techniques

3Communications and

Presentation Skills

5 Written Communication Skills & Presentation techniques

3Functional Design

6 Gap Analysis and Solution MappingAssignment: Requirement Gathering & Analysis (get 3-4 set of requirements), business

user interviews.

4

Functional Design

7 Functional Design Techniques, Review

Using and Creating Templates

Assignment: Solution Mapping and Functional Design , document preparation

Requirement

Gathering and GAPAnalysis

8 Requirement Analysis and Solution Preparation

Process Flows, Use Case Preparation Techniques (Theory)

5 Industry Focus9 Industry Focus: Telecom/ Pharma

5Things to Remember

and Practice

10 How to Approach new assignment &

How to carry yourself @ Customer site

6 Assessment11 Assignment presentation


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CRM BA



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CRM BA


Project Failure - Key Reasons


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CRM BA


Whats Going On


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CRM BA



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CRM Business Analyst TrainingWho is a Business Analyst?



CRM BA


WHY A BA role is important



CRM BA


Who is a Business Analyst?What do the participants think? BA understands the business requirements, the

way the business works and come up withsolutions for the challenges faced and then makethe development and testing team understandthose requirement

Following are the roles of BA1. Gathering client Requirements2. Business Requirement Document preparations.3. Presentations to clients about the organization,structure and plan for successful execution ofproject

Business Analyst is an expert who has goodknowledge and understanding of the domain he isworking with. He is the person responsible to mapthe current business process as it is or suggestsuitable changes (if required) while translating theneeds of the customer and aligning it with theenabler (tool/software).

The role requires analyzing the business needs ofthe customer to identify the problems (if any) withthe existing system and propose solutions.

A Business Analyst interacts with customer ,develops understanding of the functional aspectof the business and proposes solution for anyproblem customer is facing.

BA is bridge to bring multiple groups together toagree on project scope and build consensus. Itgathers and understands the requirements andexplain them to the technical team. Basically hisrole is to act as a liaison between the businessarea experts and the technical team.

BA is kind of role which acts a bridge between theservice provider and the client. He assesses thebusiness requirements of the client and proposessolutions. The solutions provided will be more offunctional detail than technical.

BA maps the client requirements with thetechnology that is being used to provide solution.A BA would analyze the client businessrequirement ,come up with solutions for thechallenges faced and then make the developmentteam understand those requirement , so that theycan build a product based on those requirements

A person in a BA role is someone who would berequired to understand the business requirements,bring them out from whatever inputs the customer

may provide and then provide solutions to fulfillthem. A BA should also be aware of the technicallimitations as well as enablers to provide feasibleand achievable solutions. Communication isimportant to be able to negotiate so that there is awin-win for both customer as well as solutionproviders.

The Start to Finish Guy

The Domain Expert

The Bridge

The Problem Solver

The Techno-Functional Nurd



CRM BA


A Business Analyst is a person who acts as a

liaison between business people who have a

business problem and technology people who

know how to create automated solutions.

ITBusiness

What is a business analyst?



CRM BA


Business AnalystAdding value to each phase of SDLC

1. Planning

2. Scope

the project

3. Gather requirements

and analyze

4. Design a

solution

5. Build the

solution

6. Test the

solution

7. Implement

the solution

8. Gatherinformation for

enhancements

Project

Life Cycle



CRM BA


BA Role Overview Gather > Understand > Analyze

customer business requirements

Scoping and Phase Planning

Impact Analysis and BusinessProcess Change mapping

Product Capability and GapAnalysis

Develop Functional Solution

Guide and Influence Design

High Level Test Strategy andguide Test Plan development

Participation in Project Reviewand Post Project meeting

Prepare Training Plan andConduct Training

Preparation of reusable

templates, training material Sales / Pre-sales support



CRM BA


BA Role: Multiple Titles Business Systems Analyst

Data or Process Analyst Business Unit Manager

Solution Architect

Business Information Manager

..and many more!

Picture by Enzo Maisano
http://www.dpchallenge.com/profile.php?USER_ID=34938http://www.dpchallenge.com/profile.php?USER_ID=34938




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CRM Business Analyst TrainingWhy is it so important to get aright BA?


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CRM BA


*sourced from Barry Boehm

Relative Cost of Correcting Requirements Errors

Tim

einUnits


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CRM BA


Common issues caused by incorrect BA selection BAs often lack the right skills

BAs can have undue project influence BAs can be out of date

BAs can act as a communication barrier

BAs can reduce stakeholder influence

BAs often over analyze

BAs can reduce feedback


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CRM BA


Top 6 reasons for project failurewhich Business Analysis can mitigate Incomplete requirements

Measure of success for Business Analysts! Target: Zero.

Lack of user involvement BAs scope a project including who is impacted and therefore who needs to

be engaged

Unrealistic expectations Poorly defined? Open to misinterpretation? Blame the BA!

Lack of senior exec support If the project objectives dont matter to the exec, they wont support BA must ensure the exec define SMART measures and targets

Changing requirements Measure of success for Business Analysts! Target: minimise.

Lack of planning At least the analysis should be planned properly!

Delivery is not the best time to analyse requirementsUrban Wisdom




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CRM Business Analyst TrainingKey Skills for a BA


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CRM BA


Communication is the Key


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CRM BA


ELICIT

EXCELLENTREQUIREMENTS

TECHNICAL

AWARENESS

CUSTOMER DRIVEN

SCOPE DEFINITION and

CHANGE MGMT

METHODOLOGY

PRACTICES

DOCUMENT

REQUIREMENTSBUSINESS PROCESS

RE-ENGINEERING

VERIFICATION

& VALIDATION

ANALYTICAL SKILLS

COMMUNICATION

ELICIT

EXCELLENTREQUIREMENTS

TECHNICAL

AWARENESS

CUSTOMER DRIVEN

SCOPE DEFINITION and

CHANGE MGMT

METHODOLOGY

PRACTICES

DOCUMENT

REQUIREMENTSBUSINESS PROCESS

RE-ENGINEERING

VERIFICATION

& VALIDATION

ANALYTICAL SKILLS

COMMUNICATION

Essential Skills for the Business Analyst


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CRM BA


Essentials for BA Communication

Clear, precise, effective

Industry

Study the processes and pain-points in the industry

Be aware of the latest trends inthe industry

Gather data about WiproCustomer engagements in theindustry

Client

Understand the Customer,Google around..

If its a existing Wipro customer,gather information about priorwork done and customer specificissues (if any)

CRM Vertical / Product Specific

Study the CRM Vertical offerings

Superficial awareness of coreproduct is not sufficient

CRM core product

Understanding of CRM Platforms

Knowledge of key functional

areas in CRM Good understanding of Process

Automation, Workflow,Configuration/Customization

Geography

Understand Geographic

challenges for IT landscape Know the behavioral patterns in

the geography you are visiting


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CRM BA


Must be an outstanding communicator

Must understand the SDLC

Must enjoy very detailed research and recording

Must be skilled at organizing and managing large amounts of informationin various forms

Must be customer-focused

Must be flexible Must come prepared with a toolkit of techniques to elicit excellent

requirements

Who makes a great business analyst?


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CRM Business Analyst TrainingWhy you need PM as well as BA?


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CRM BA


Why Does a Project Need a PM and a BA? Having both a Project Manager (PM) and a Business Analyst (BA) is

critical to a projects success.

Each role provides specialized capabilities that can make the differencebetween a project that succeeds and one that struggles.

The PM and BA each play distinct, critical roles on a project

Both have a common ultimate goal, but focus on different aspects toachieve it

It is difficult to wear both hats effectively on the same project The roles often intersect but also diverge


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CRM BA


Role Differentiation between PM & BA

Usually the 1st person assigned to

the project Responsible for planning the project

and ensuring the team follows theplan

Manages changes, handles problems,keeps the project moving

Manages people, money, risk

Chief communicator of good or badnews to the Business Sponsors and ITManagement

Usually assigned to the project after it

has started Responsible for bridging the gap

between the Business and IT

Learn the business inside and out

Essentially the architect of effectivebusiness systems

Job title, definition andresponsibilities viewed inconsistentlyacross the industry

Project Manager Business Analyst


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