A Business Analysis Perspective on Business Process Management

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1 A Business Analysis Perspective on Business Process Management October 2013

2 Discussion Points! Why have Roles?! What is Business Analysis?! Who is the Business Analyst?! Business Analysis & Business Process Management! Business Analyst as a Business Process Analyst! What s Next?

3 Why Roles?

4 Process Role Tool Information

5 Business Analysis Transforms organizational needs controlled organizational change into solutions through

6 Business Analysis V2* Definition!..the set of tasks and techniques used to work as a liaison among stakeholders to understand the structure, policies, and operations of an organization & recommend solutions that enable the organization to achieve its goals. * International Institute of Business Analysis 6"

7 Business Analysis V3 Draft* Definition the practice of enabling change in an organizational context by defining needs and recommending solutions that deliver value to stakeholders IIBA Business Analysis Core Concept Model International Institute of Business Analysis, BABOK Guide v3 Draft 7"

8 Shifting World 8"

9 Evolving Capabilities! Tools & Methodologies & Standards Cloud Computing Business Process Management Agile Development Enterprise Architecture Business Analytics Business Rules & Decision Engines

10 Business Analysis is the 1 st step in effective organizational 10"

11 Business Analysis Body of Knowledge V2

12 Business Process Management Process Level Change System Operational System Enterprise Create process architecture Develop Process Measurement system Align processes Process Understand processes Analyze processes Redesign processes Implement redesigned processes Roll-out redesigned processes Implementation Implement projects to support process change (e.g., IT, HR)! Manage enterprise processes Monitor & report on process performance Define & prioritize changes Manage & execute specific processes Define & prioritize change Institute & align continuous improvement Resource & support functions (e.g., training, Information Technology)!

13 Business Analysis in BPM Process Level Change System Operational System Enterprise Create process architecture Develop Process Measurement system Align processes Portfolio Understand processes Analyze processes Redesign processes Implement redesigned processes Roll-out redesigned processes Projects Implement projects to support process change (e.g., IT, HR)! Manage enterprise processes Monitor & report on process performance Define & prioritize changes Manage & execute specific processes Define & prioritize change Institute & align continuous improvement Resource & support functions (e.g., training, Information Technology)!

14 Business Analysis in the Organization! Operates at Different Levels in the Organization Identifies need for change Formalizes change Implements change! May be only a piece of someone s job! May have different titles

15 Business Analysis in the Organization Enterprise Business Unit or Portfolio Defines, Aligns & Informs Strategy Optimizes Business Capability Project Delivers Change Production Supports Operations

16 Business Analysis in the Organization! Job! Role! Discipline

17 Who does Business Analysis?! Anyone who analyzes a business to provoke, prioritize, or prevent change 17"

18 BA as Business Process Analyst Process Level Change System BA Titles Enterprise Create process architecture Develop Process Measurement system Align processes Process Understand processes Analyze processes Redesign processes Implement redesigned processes Roll-out redesigned processes Implementation Implement projects to support process change (e.g., IT, HR)! " Enterprise Architect " Business Architect " Enterprise Business Analyst " Solutions Architect " Systems Design Analyst " Process Architect " Process Owner " Business Rules Analyst " Business Systems Analyst " Business Process Analyst " Business Analyst!

19 Business Analysis Competencies*! Discipline Competencies Specific to business analysis Tied to Knowledge Area tasks! Foundational Competencies Six Underlying areas Critical to the role but not unique to the business analysis *Based on IIBA BA Competency Model

20 Discipline Competencies Elicitation Requirements Analysis Solution Assessment & Validation BA Planning & Monitoring Requirements Management & Communications Enterprise Analysis 20

21 Enterprise Analysis " Identify and define business needs " Identify opportunities for improvement " Understand overall business structure, strategy and impact on work efforts " Understand organizational culture, structure and impact on work efforts " Understand business architecture and can assess capability gaps " Identify and propose possible solution approach " Describe and select a solution approach from a number of different options " Define the new capabilities that the project, iteration or work effort will deliver " Determine justification of investment for proposed solution

22 Business Analysis Planning & Monitoring! Select appropriate business analysis approach " Evaluate project complexity, assumptions, constraints and dependencies " Identify all stakeholders " Determine stakeholder influence and relationship needs " Build and manage stakeholder (internal and external) relationships! Develop a business analysis work-plan to manage own and teams activities, tasks, deliverables and schedule

23 Business Analysis Planning & Monitoring " Develop effective communication plan to meet project and stakeholder needs! Plan requirements approval and change! Identify and communicates risks and issues that may require changes to plans or scope! Measure and track quality of business analysis work! Report on business analysis measurements! Improve business analysis performance by taking preventative and corrective action! Comply with and upholds organizational standards! Respond to changing organizational priorities

24 Elicitation " Ensure appropriate stakeholders are involved in elicitation activities " Obtain needed information from stakeholders to form requirements! Capture information provided in elicitation sessions! Validate requirements with stakeholder

25 REQ Management & Communications! Obtains the needed approvals on solution requirements! Manages changes to requirements " Manages conflicts and issues to resolution " Traces requirements from business case to implemented solution! Leverages the uses of traceability! Identifies and maintains requirements for reuse! Prepares requirements documentation! Presents requirements in understandable format! Confirms that stakeholders have a shared understanding of requirements! Uses appropriate communication method based on stakeholder! Assesses impacts of changes to requirements

26 Requirements Analysis! Prioritizes requirements effectively based on factors including business value, cost to deliver and time constraints " Organizes and synthesizes large amounts of information provided by stakeholders " Understands appropriate use of various analysis techniques! Develops abstract models that describe a business domain! Identifies and communicates factors other than requirements that affect which solutions are viable! Ensures that requirements and models meet the needed quality to effectively guide further work " Ensures that all requirements support the delivery of business value, fulfills goals and objectives, and meets a stakeholder need

27 Solution Assessment & Validation! Assesses solution proposals and demonstrate which proposal will be most effective! Allocates stakeholder and solution requirements among solution components to maximize business value " Assesses the organizational readiness for the new solution " Defines capabilities and requirements to support transition to new solutions " Validates that the solution meets the business need! Determines the most appropriate response to identified defects " Measures and evaluates solutions for value and opportunities

28 Underlying Competencies Business Knowledge Communication Skills Software Application Behavioural Characteristics Interaction Skills Analytical Thinking & Problem Solving 28

29 Underlying Competencies Business Knowledge Business principles & practices Industry knowledge Organization knowledge Communication Skills Oral Teaching Written Software Application General purpose applications Specialized applications Analytical Thinking & Problem Solving Creative thinking Decision Making Learning Problem Solving Systems Thinking Behavioural Characteristics Ethics Personal Organization Trustworthiness Solution knowledge Interaction Skills Facilitation & negotiation Leadership & influencing Teamwork 29

30 What s Ahead? 30"

31 What s Ahead in the Market? Increasing frequency & magnitude of changes! The most successful companies will Adopt standards & practices (Business Analysis, BPM) Increase formalization of BA & BPA roles Embrace the discipline of business analysis from enterprise to implementation level

32 What s Next? Your Responsibility! Understand change system within your organization: activities performed, functions involved! Ensure participants understand their contribution to successful outcomes! Adopt industry standards (BABOK Guide) & formal roles to clarify responsibilities & ensure consistent outcomes If you don t do something today, you will be late tomorrow (Miroslav Zielinski)

33 Kathleen ca.linkedin.com/in/kathleenbarret CONTACT ME

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