Optimized Business Analysis (BA) Tasks and Techniques: BABOK v2.0; ”The set of tasks and techniques used to work as a liaison among stakeholders in order to understand the structure, policies, and operations of an organization, and recommend solutions that enable the organization to achieve its goals.” BABOK v3.0; ” The practice of enabling change in an organizational context by defining needs and recommending solutions that deliver value to stakeholders.”
December 24, 2014
Requirements Management & Communication - 4.5 Communicate Requirements (IIBA® BABOK® v2.0)
Mathieu Gouanou's Foreword:
Chapter 4 Task Matrix - 4.5 Communicate Requirements
Overview:
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Requirements Management & Communication - 4.4 Prepare Requirements Package (IIBA® BABOK® v2.0)
Mathieu Gouanou's Foreword:
Chapter 4 Task Matrix - 4.4 Prepare Requirements Package
Overview:
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Requirements Management & Communication - 4.3 Maintain Requirements for Re-use (IIBA® BABOK® v2.0)
Mathieu Gouanou's Foreword:
Chapter 4 Task Matrix - 4.3 Maintain Requirements for Re-use
Overview:
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Requirements Management & Communication - 4.2 Manage Requirements Traceability (IIBA® BABOK® v2.0)
Mathieu Gouanou's Foreword:
Chapter 4 Task Matrix - 4.2 Manage Requirements Traceability
Overview:
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Requirements Management & Communication - 4.1 Manage Solution Scope & Requirements (IIBA® BABOK® v2.0)
Mathieu Gouanou's Foreword:
Chapter 4 Task Matrix - 4.1 Manage Solution Scope & Requirements
Overview:
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Requirements Management & Communication under BABOK® v2.0
Mathieu Gouanou's Foreword:
Review of the IIBA® BABOK® v2.0 Chapter 4 Task Matrix.
The Requirements Management and Communication Knowledge Area describes the activities and considerations for managing and expressing requirements to a broad and diverse audience. These tasks are performed to ensure that all stakeholders have a shared understanding of the nature of a solution and to ensure that those stakeholders with approval authority are in agreement as to the requirements that the solution shall meet.
Communicating requirements helps to bring the stakeholders to a common understanding of the requirements. Because the stakeholders represent people from different backgrounds and business domains, this communication is both challenging and critical to the success of any initiative. It involves determining which sets of requirements are relevant to a particular stakeholder group and presenting those requirements in an appropriate format for that audience.
Management of requirements assists with understanding the effects of change and linking business goals and objectives to the actual solution that is constructed and delivered. Over the long term, it also ensures that the knowledge and understanding of the organization gained during business analysis is available for future use.
Nota bene: the performance of all requirements management and communication activities
are governed by the business analysis plans and business analysis performance metrics should be tracked.
Requirements Management and Communication Input/Output Diagram
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Elicitation - 3.4 Confirm Elicitation Results (IIBA® BABOK® v2.0)
Mathieu Gouanou's Foreword:
Chapter 3 Task Matrix - 3.4 Confirm Elicitation Results
Overview:
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Elicitation - 3.3 Document Elicitation Results (IIBA® BABOK® v2.0)
Mathieu Gouanou's Foreword:
Chapter 3 Task Matrix - 3.3 Document Elicitation Results
Overview:
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Elicitation - 3.2 Conduct Elicitation Activity (IIBA® BABOK® v2.0)
Mathieu Gouanou's Foreword:
Chapter 3 Task Matrix - 3.2 Conduct Elicitation Activity
Overview:
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Elicitation - 3.1 Prepare for Elicitation (IIBA® BABOK® v2.0)
Mathieu Gouanou's Foreword:
Chapter 3 Task Matrix - 3.1 Prepare for Elicitation
Overview:
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Elicitation under BABOK® v2.0
Mathieu Gouanou's Foreword:
Review of the IIBA® BABOK® v2.0 Chapter 3 Task Matrix.
Eliciting requirements is a key task in business analysis. Because the requirements serve as the foundation for the solution to the business needs it is essential that the requirements be complete, clear, correct, and consistent. Leveraging proven means to elicit requirements will help meet these quality goals. The definition of elicitation in the dictionary (http://www.merriam webster.com/dictionary/elicit) is :
1. to draw forth or bring out (something latent or potential)
2. to call forth or draw out (as information or a response)
These definitions highlight the need to actively engage the stakeholders in defining requirements.
This chapter of the IIBA® BABOK® v2.0 includes details for eliciting business, stakeholder, solution, or transition requirements. The business analyst should understand the commonly used techniques to elicit requirements, should be able to select appropriate technique(s) for a given situation, and be knowledgeable of the tasks needed to prepare, execute and complete each technique.
Eliciting requirements is not an isolated or compartmentalized activity. Typically, requirements are identified throughout the elicitation, analysis, verification and validation activities. For example, requirements may be elicited in interviews or requirements workshops. Later, when those requirements are used to build and verify model(s), gaps in the requirements may be discovered. This will then require eliciting details of those newly identified requirements.
To fully examine and define the requirements a combination of complementary elicitation techniques is typically used. A number of factors (the business domain, the corporate culture and environment, the skills of the analyst and the requirements deliverables that will be created) guide which techniques will be used.
Elicitation deliverables depend on the elicitation techniques used, e.g., interview notes, survey responses, glossary terms, and so forth.
It is expected that at some point while performing elicitation that sufficient material will have been elicited from the business experts to allow analysis activities to begin. The combined results of all the elicitation techniques used will serve as input to building the selected analytical models. Missing, incomplete or incorrect requirements will ideally be exposed during the analysis activities, thus requiring additional elicitation.
Elicitation Input/Output Diagram
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
December 23, 2014
Business Analysis Planning & Monitoring - 2.6 Manage Business Analysis Performance (IIBA® BABOK® v2.0)
Mathieu Gouanou's Foreword:
Chapter 2 Task Matrix - 2.6 Manage Business Analysis Performance
Overview:
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Business Analysis Planning & Monitoring - 2.5 Plan Requirements Management Process (IIBA® BABOK® v2.0)
Mathieu Gouanou's Foreword:
Chapter 2 Task Matrix - 2.5 Plan Requirements Management Process
Overview:
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Business Analysis Planning & Monitoring - 2.4 Plan Business Analysis Communication (IIBA® BABOK® v2.0)
Mathieu Gouanou's Foreword:
Chapter 2 Task Matrix - 2.4 Plan Business Analysis Communication
Overview:
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Business Analysis Planning & Monitoring - 2.3 Plan Business Analysis Activities (IIBA® BABOK® v2.0)
Mathieu Gouanou's Foreword:
Chapter 2 Task Matrix - 2.3 Plan Business Analysis Activities
Overview:
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Business Analysis Planning & Monitoring - 2.2 Conduct Stakeholder Analysis (IIBA® BABOK® v2.0)
Mathieu Gouanou's Foreword:
Chapter 2 Task Matrix - 2.2 Conduct Stakeholder Analysis
Overview:
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Business Analysis Planning & Monitoring - 2.1 Plan Business Analysis Approach (IIBA® BABOK® v2.0)
Mathieu Gouanou's Foreword:
Chapter 2 Task Matrix - 2.1 Plan Business Analysis Approach
Overview:
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Business Analysis Planning & Monitoring under BABOK® v2.0
Mathieu Gouanou's Foreword:
Review of the IIBA® BABOK® v2.0 Chapter 2 Task Matrix.
The Business Analysis Planning and Monitoring Knowledge Area defines the tasks
associated with the planning and monitoring of business analysis activities, including:
- Identifying stakeholders
- Defining roles and responsibilities of stakeholders in the business analysis effort
- Developing estimates for business analysis tasks
- Planning how the business analyst will communicate with stakeholders
- Planning how requirements will be approached, traced, and prioritized
- Determining the deliverables that the business analyst will produce
- Defining and determining business analysis processes
- Determining the metrics that will be used for monitoring business analysis work
In addition, this knowledge area describes the work involved in monitoring and reporting on work performed to ensure that the business analysis effort produces the expected outcomes. If these outcomes do not occur, the business analyst must take corrective action to meet stakeholder expectations.
Business Analysis Planning & Monitoring Input/Output Diagram
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Business Analysis (BA) Tasks & Techniques: Foundation - 7
Mathieu Gouanou's Foreword:
Underlying Competencies (IIBA® BABOK® v2.0)
The underlying competencies are skills, knowledge and personal characteristics that support the effective performance of business analysis. Th underlying competency areas relevant to business analysis include:
Analytical Thinking and Problem Solving supports effective identification of business problems, assessment of proposed solutions to those problems, and understanding of the needs of stakeholders. Analytical thinking and problem solving involves assessing a situation, understanding it as fully as possible, and making judgments about possible solutions to a problem.
Behavioral Characteristics support the development of effective working relationships with stakeholders and include qualities such as ethics, trustworthiness, and personal organization.
Business Knowledge supports understanding of the environment in which business analysis is performed and knowledge of general business principles and available solutions.
Communication Skills support business analysts in eliciting and communicating requirements among stakeholders. Communication skills address the need to listen to and understand the audience, understanding how an audience perceives the business analyst, understanding of the communications objective(s), the message itself, and the most appropriate media and format for communication.
Interaction Skills support the business analyst when working with large numbers of stakeholders, and involve both the ability to work as part of a larger team and to help that team reach decisions. While most of the work of business analysis involves identifying and describing a desired future state, the business analyst must also be able to help the organization reach agreement that the future state in question is desired through a combination of leadership and facilitation.
Software Applications are used to facilitate the collaborative development, recording and distribution of requirements to stakeholders. Business analysts should be skilled users of the tools used in their organization and must understand the strengths and weaknesses of each.
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Business Analysis (BA) Tasks & Techniques: Foundation - 6
Mathieu Gouanou's Foreword:
Techniques (IIBA® BABOK® v2.0)
Techniques provide additional information on different ways that a task may be performed or different forms the output of the task may take. A task may have none, one, or more related techniques. A technique must be related to at least one task.
Th BABOK® Guide does not prescribe a set of analysis techniques that must be used. The techniques described in this document are those that have been demonstrated to be of value and in use by a majority of the business analysis community. Business analysts who are familiar with these techniques are therefore likely to be able to perform effectively under most circumstances that they are likely to encounter. However, these techniques are not necessarily the best possible ones to use in any given situation, nor are they necessarily able to address every situation effectively. Similarly, it is unlikely that a business analyst will be called on to demonstrate expertise with every technique defined in the BABOK® Guide.
A subset of the techniques in the BABOK® Guide can be described as being in widespread use. These techniques are in regular use by a majority of business analysts and see occasional use by the vast majority of practitioners, and it is likely that many if not most organizations will expect business analysts to have a working knowledge of these techniques. Th techniques that fall into this category are:
- Acceptance and Evaluation Criteria Definition (9.1)
- Brainstorming (9.3)
- Business Rules Analysis (9.4)
- Data Dictionary and Glossary (9.5)
- Data Flow Diagrams (9.6)
- Data Modeling (9.7)
- Decision Analysis (9.8)
- Document Analysis (9.9)
- Interviews (9.14)
- Metrics and Key Performance Indicators (9.16)
- Non-functional Requirements Analysis (9.17)
- Organization Modeling (9.19)
- Problem Tracking (9.20)
- Process Modeling (9.21)
- Requirements Workshops (9.23)
- Scenarios and Use Cases (9.26)
More details about the IIBA® BABOK® v2.0 techniques can be found under chapter 9.
The BABOK® Guide may in some cases group similar techniques, or techniques that share a single purpose, under a single heading. For example, the Data Modeling (9.7) technique covers class models and entity-relationship diagrams and could in principle cover concept maps, term and fact models, object role models, and other less widely-adopted analysis techniques.
Each technique in the BABOK® Guide is presented in the following format:
Purpose:
Defines what the technique is used for, and the circumstances under which it is most
likely to be applicable.
Description:
Describes what the technique is and how it is used.
Elements:
The format and structure of this section is unique to each technique. Th elements section
describes key concepts that are needed to understand how to use the technique.
Usage Considerations:
Describes conditions under which the technique may be more or less effective.
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Business Analysis (BA) Tasks & Techniques: Foundation - 5
Mathieu Gouanou's Foreword:
Tasks (IIBA® BABOK® v2.0)
Each knowledge area describes the tasks performed by business analysts to accomplish the purpose of that knowledge area. Each task in the BABOK® Guide is presented in the following format:
Purpose:
Each task has a purpose. Th purpose is a short description of the reason for a business analyst to perform the task and the value created through performing the task.
Description:
A task is an essential piece of work that must be performed as part of business analysis. Each task should be performed at least once during the vast majority of business analysis initiatives, but there is no upper limit to the number of times any task may be performed.
Tasks may be performed at any scale. Each task may be performed over periods ranging from several months in time to a few minutes. For example, a business case may be a document several hundred pages long, justifying a multi-billion dollar investment, or a single sentence explaining the benefice that a change will produce for a single individual.
A task has the following characteristics:
- A task accomplishes a result in an output that creates value to the sponsoring organization - that is, if a task is performed it should produce some demonstrable positive outcome which is useful, specific, visible and measurable.
- A task is complete - in principle, successor tasks that make use of outputs should be able to be performed by a different person or group.
- A task is a necessary part of the purpose of the Knowledge Area with which it is associated.
The BABOK® Guide does not prescribe a process or an order in which tasks are performed.
Some ordering of tasks is inevitable, as certain tasks produce outputs that are required inputs for other tasks. However, it is important to keep in mind that the BABOK® Guide only prescribes that the input must exist. Th input may be incomplete or subject to change and revision, which may cause the task to be performed multiple times. Iterative or agile lifecycles may require that tasks in all knowledge areas be performed in parallel, and lifecycles with clearly defied phases will still require tasks from multiple knowledge areas to be performed in every phase. Tasks may be performed in any order, as long as the necessary inputs to a task are present.
The description of a task explains in greater detail why the task is performed, what the task is, and the results the task should accomplish.
Input:
An input represents the information and preconditions necessary for a task to begin. Inputs may be:
- Explicitly generated outside the scope of business analysis (e.g., construction of a software application).
- Generated by a business analysis task.
There is no assumption that the presence of an input or an output means that the associated deliverable is complete or in its final state. Th input only needs to be sufficiently complete to allow successive work to begin. Any number of instances of an input may exist during the lifecycle of an initiative.
Requirements:
Requirements are a special case as an input or output, which should not be surprising given their importance to business analysis. Thy are the only input or output that is not produced by a single task. Requirements can be classified in a number of different ways and exist in any of a number of different states. When listed as an input or output in this section of the task, the following format will be used to indicate the classification and state of a requirement or set of requirements:
Classification Requirements [State or States] . If no classification or states are listed, any or all requirements may be used as an input or output. For example, Requirements [Stated] means that the requirement may have any classification, whereas Business Requirements would mean that the business requirements may be in any possible state (e.g. verified, prioritized, stated, or combinations thereof).
States may also be combined in some cases. For example, Requirements [Prioritized and Verified] should be read to indicate that the requirements have been both prioritized and verified. Requirements [Prioritized or Verified] means that the requirements may be prioritized, verified, or both.
In general text, the state will be written fist, followed by the classification (e.g. stated requirements, verified business requirements, etc.) Again, if no state or classification is indicated, it means that the requirement is not restricted to any particular state or classification.
Elements:
Th format and structure of this section is unique to each task. Th elements section describes key concepts that are needed to understand how to perform the task.
Techniques: (IIBA® BABOK® v2.0)
Each task contains a listing of relevant techniques. Some techniques are specific to the performance of a single task, while others are relevant to the performance of a large number of tasks (and are listed in Chapter 9: Techniques of the IIBA® BABOK® v2.0). If a particular task can use both kinds of techniques, the ones found in Chapter 9 will be listed under a “General Techniques” subsection. If there are no subsections, then all techniques may be found in Chapter 9. For additional information, see Techniques (1.6 of the IIBA® BABOK® v2.0)
Stakeholders:
Each task includes a listing of generic stakeholders who are likely to participate in the execution of that task or who will be affected by it. A generic stakeholder represents a class of people that the business analyst is likely to interact with in a specific way. The BABOK® Guide does not mandate that these roles be filed for any given initiative. Any stakeholder can be a source of requirements, assumptions, or constraints.
This list is not intended to be an exhaustive list of all possible stakeholder classifications, as it would simply not be possible to compile such a listing. Some additional examples of people who fi into each of these generic roles are provided in the Generic stakeholders Figure below. In most cases, there will be multiple stakeholder roles found within each category. Similarly, a single individual may fill more than one role.
The Business Analyst:
By definition, the business analyst is a stakeholder in all business analysis activities. The BABOK® Guide is written with the presumption that the business analysis is responsible and accountable for the execution of these activities. In some cases, the business analyst may also be responsible for the performance of activities that fall under another stakeholder role. Th most common roles to be assigned to business analysts, in addition to the business analysis role, are the Domain Subject Matter Expert, Implementation Subject Matter Expert, Project Manager, and Tester. Guidance on performing these additional roles falls outside the scope of the BABOK® Guide, as these roles are not part of
the discipline of business analysis.
Generic stakeholders Figure:
Output:
An output is a necessary result of the work described in the task. Outputs are created, transformed or change state as a result of the successful completion of a task. Although a particular output is created and maintained by a single task, a task can have multiple outputs.
An output may be a deliverable or be a part of a larger deliverable. Th form of an output is dependent on the type of initiative underway, standards adopted by the organization, and best judgment of the business analyst as to an appropriate way to address the information needs of key stakeholders.
As with inputs, an instance of a task may be completed without an output being in its final state. The input or output only needs to be sufficiently complete to allow successive work to begin. Similarly, there may be one or many instances of an output created as part of any given initiative. Finally, the creation of an output does not necessarily require that subsequent tasks which use that work product as an input must begin.
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Business Analysis (BA) Tasks & Techniques: Foundation - 4
Mathieu Gouanou's Foreword:
Knowledge Areas (IIBA® BABOK® v2.0)
Knowledge areas define what a practitioner of business analysis needs to understand
and the tasks a practitioner must be able to perform.
Business analysts are likely to perform tasks from all knowledge areas in rapid succession, iteratively, or simultaneously. Tasks may be performed in any order as long as the required inputs are available. In principle, a business analysis effort may start with any task, although the most likely candidates are Define Business Need (5.1) activities of the IIBA® BABOK® v2.0 or Evaluate Solution Performance (7.6) activities found in the IIBA® BABOK® v2.0.
Knowledge areas are not intended to represent phases in a project. It is certainly possible and permissible to proceed from performing enterprise analysis activities, to requirements analysis activities, to solution assessment and validation activities, and treat each as a distinct phase in a project. However, the BABOK® Guide does not require that you do so, and it should not be construed as a methodology for the performance of business analysis.
The seven Knowledge areas of the IIBA® BABOK® v2.0
Business Analysis Planning and Monitoring (Chapter 2) is the knowledge area that covers how business analysts determine which activities are necessary in order to complete a business analysis effort. It covers identification of stakeholders, selection of business analysis techniques, the process that will be used to manage requirements, and how to assess the progress of the work. Th tasks in this knowledge area govern the performance of all other business analysis tasks.
Elicitation (Chapter 3) describes how business analysts work with stakeholders to identify and understand their needs and concerns, and understand the environment in which they work. The purpose of elicitation is to ensure that a stakeholder’s actual underlying needs are understood, rather than their stated or superficial desires.
Requirements Management and Communication (Chapter 4) describes how business analysts manage conflicts, issues and changes in order to ensure that stakeholders and the project team remain in agreement on the solution scope, how requirements are communicated to stakeholders, and how knowledge gained by the business analyst is maintained for future use.
Enterprise Analysis (Chapter 5) describes how business analysts identify a business need, refine and clarify the definition of that need, and define a solution scope that can feasibly be implemented by the business. Ths knowledge area describes problem definition and analysis, business case development, feasibility studies, and the definition of solution scope.
Requirements Analysis (Chapter 6) describes how business analysts prioritize and progressively elaborate stakeholder and solution requirements in order to enable the project team to implement a solution that will meet the needs of the sponsoring organization and stakeholders. It involves analyzing stakeholder needs to define solutions that meet those needs, assessing the current state of the business to identify and recommend improvements, and the verification and validation of the resulting requirements.
Solution Assessment and Validation (Chapter 7) describes how business analysts assess proposed solutions to determine which solution best fits the business need, identify gaps and shortcomings in solutions, and determine necessary workarounds or changes to the solution. It also describes how business analysts assess deployed solutions to see how well they met the original need so that the sponsoring organization can assess the performance and effectiveness of the solution.
Underlying Competencies (Chapter 8) describes the behaviors, knowledge, and other characteristics that support the effective performance of business analysis.
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Business Analysis (BA) Tasks & Techniques: Foundation - 3
Mathieu Gouanou's Foreword:
Key Concepts (IIBA® BABOK® v2.0)
Domains:
A domain is the area undergoing analysis. It may correspond to the boundaries of an organization or organizational unit, as well as key stakeholders outside those boundaries and interactions with those stakeholders.
Solutions:
A solution is a set of changes to the current state of an organization that are made in order to enable that organization to meet a business need, solve a problem, or take advantage of an opportunity. The scope of the solution is usually narrower than the scope of the domain within which it is implemented, and will serve as the basis for the scope of a project to implement that solution or its components.
Most solutions are a system of interacting solution components, each of which are potentially solutions in their own right.
Business analysis helps organizations define the optimal solution for their needs, given the set of constraints (including time, budget, regulations, and others) under which that organization operates.
Requirements:
A requirement is:
- A condition or capability needed by a stakeholder to solve a problem or achieve an objective.
- A condition or capability that must be met or possessed by a solution or solution component to satisfy a contract, standard, specification, or other formally imposed documents.
- A documented representation of a condition or capability as in (1) or (2). As implied by this definition, a requirement may be unstated, implied by or derived from other requirements, or directly stated and managed. One of the key objectives of business analysis is to ensure that requirements are visible to and understood by all stakeholders. The term “requirement” is one that generates a lot of discussion within the business analysis community. Many of these debates focus on what should or should not be considered a requirement, and what are the necessary characteristics of a requirement. When reading the BABOK® Guide, however, it is vital that “requirement” be understood in the broadest possible sense. Requirements include, but are not limited to, past, present, and future conditions or capabilities in an enterprise and descriptions of organizational structures, roles, processes, policies, rules, and information systems. A requirement may describe the current or the future state of any aspect of the enterprise.
Requirements Classification Scheme:
The the BABOK® Guide (IIBA® BABOK® v2.0), use the following classification scheme to
describe requirements:
- Business Requirements are higher-level statements of the goals, objectives, or needs of the enterprise. Thy describe the reasons why a project has been initiated, the objectives that the project will achieve, and the metrics that will be used to measure its success. Business requirements describe needs of the organization as a whole, and not groups or stakeholders within it. Thy are developed and defied through enterprise analysis.
- Stakeholder Requirements are statements of the needs of a particular stakeholderor class of stakeholders. They describe the needs that a given stakeholder has andhow that stakeholder will interact with a solution. Stakeholder requirements serveas a bridge between business requirements and the various classes of solution requirements. They are developed and defied through requirements analysis.
- Solution Requirements describe the characteristics of a solution that meet businessrequirements and stakeholder requirements. Thy are developed and defied throughrequirements analysis. Thy are frequently divided into sub-categories, particularlywhen the requirements describe a software solution:▷ Functional Requirements describe the behavior and information that the solution will manage. Thy describe capabilities the system will be able toperform in terms of behaviors or operations—specific information technologyapplication actions or responses.▷ Non-functional Requirements capture conditions that do not directly relate tothe behavior or functionality of the solution, but rather describe environmentalconditions under which the solution must remain effective or qualities thatthe systems must have. Thy are also known as quality or supplementaryrequirements. These can include requirements related to capacity, speed,security, availability and the information architecture and presentation of theuser interface.
- Transition Requirements describe capabilities that the solution must have in order to facilitate transition from the current state of the enterprise to a desired future state, but that will not be needed once that transition is complete. Thy are differentiated from other requirements types because they are always temporary in nature and because they cannot be developed until both an existing and new solution are defied. Thy typically cover data conversion from existing systems, skill gaps that must be addressed, and other related changes to reach the desired future state. They are developed and defied through solution assessment and validation.
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Business Analysis (BA) Tasks & Techniques: Foundation - 2
Mathieu Gouanou's Foreword:
What is Business Analysis? (IIBA® BABOK® v2.0)
Business analysis is the set of tasks and techniques used to work as a liaison among stakeholders in order to understand the structure, policies, and operations of an organization, and to recommend solutions that enable the organization to achieve its goals.
Business analysis involves understanding how organizations function to accomplish their purposes, and defining the capabilities an organization requires to provide products and services to external stakeholders. It includes the definition of organizational goals, how those goals connect to specific objectives, determining the courses of action that an organization has to undertake to achieve those goals and objectives, and defining how the various organizational units and stakeholders within and outside of that organization interact.
Business analysis may be performed to understand the current state of an organization or to serve as a basis for the later identification of business needs. In most cases, however, business analysis is performed to define and validate solutions that meet business needs, goals, or objectives.
Business analysts must analyze and synthesize information provided by a large number of people who interact with the business, such as customers, staff IT professionals, and executives. Th business analyst is responsible for eliciting the actual needs of stakeholders, not simply their expressed desires. In many cases, the business analyst will also work to facilitate communication between organizational units. In particular, business analysts often play a central role in aligning the needs of business units with the capabilities delivered by information technology, and may serve as a “translator” between those groups.
A business analyst is any person who performs business analysis activities, no matter what their job title or organizational role may be. Business analysis practitioners include not only people with the job title of business analyst, but may also include business systems analysts, systems analysts, requirements engineers, process analysts, product managers, product owners, enterprise analysts, business architects, management consultants, or any other person who performs the tasks described in the BABOK® Guide, including those who also perform related disciplines such as project management, software development, quality assurance, and interaction design.
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
Business Analysis (BA) Tasks & Techniques: Foundation - 1
Mathieu Gouanou's Foreword:
What is the Business Analysis Body of Knowledge?
A Guide to the Business Analysis Body of Knowledge® (BABOK® Guide) is a globally
recognized standard for the practice of business analysis. The BABOK® Guide describes
business analysis areas of knowledge, their associated activities and tasks, and the skills
necessary to be effective in their execution.
Th primary purpose of the BABOK® Guide is to define the profession of business analysis.
It serves as a baseline that practitioners can agree upon in order to discuss the work they
do and to ensure that they have the skills they need to effectively perform the role, and
defies the skills and knowledge that people who work with and employ business analysts
should expect a skilled practitioner to demonstrate. It is a framework that describes the
business analysis tasks that must be performed in order to understand how a solution
will deliver value to the sponsoring organization. Th form those tasks take, the order
they are performed in, the relative importance of the tasks, and other things may vary,
but each task contributes in some fashion, directly or indirectly, to that overall goal.
Source for Business Analysis Tasks and Techniques: IIBA® BABOK® v2.0 or IIBA® BABOK® v3.0. For additional information, please visit http://www.theiiba.org.
IIBA® is a trademark owned by International Institute of Business Analysis.
Business Analysis Body of Knowledge® and BABOK® are registered trademarks owned by International Institute of Business Analysis.
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