《十大卓越技能》PPT课件.ppt

The Top Ten Skills your Mother forgot to tell you that you needed to be a Business Analyst A founding member of the Who is Kathleen Barret? 12 Senior Business Consultant, Requirements Management / Business Analysis Centre of Competency Lead, BMO Financial Group President, International Institute of Business Analysis (IIBA) Who is BMO Financial Group? lFounded in 1817 as Canadas first chartered bank, BMO Financial Group is one the largest financial services providers in North America lAssets $256 billion lEmployees 34,000 lInformation Technology 3,500 lServices include: lBMO Bank of Montreal - Personal & Commercial Banking (Canadian) lBMO Nesbitt Burns - Investment & Wealth Management (Canadian) lHarris Bank Financial Services (Mid-West US) lHarris Nesbitt Investment Bank (US) Introduction lSo you want to be a Business Analyst What is a Business Analyst Business Analysts are responsible for identifying the business needs of their clients and stakeholders to help determine solutions to business problems. The Business Analyst is responsible for requirements development and requirements management. Specifically, the Business Analyst elicits, analyzes, validates and documents business, organizational and/or operational requirements. Solutions are not predetermined by the Business Analyst, but are driven solely by the requirements of the business. Solutions often include a systems development component, but may also consist of process improvement or organizational change. The Business Analyst is a key facilitator within an organization, acting as a bridge between the client, stakeholders and the solution team. Business analysis is distinct from financial analysis, project management, quality assurance, organizational development, testing, training and documentation development. However, depending on an organization, an individual Business Analyst may perform some or all of these related functions. The 10 “Skills” lAnalyst lFacilitator lNegotiator lArtist / Architect lPlanner lCommunicator lDiplomat lExpert / Consultant lStrategist lRevolutionary Describe each role Identify the skill or activity required Provide an example of the type of training available to support its development The Analyst l“Help determine solutions to business problems” lThe ultimate problem solver The Analyst Analytical & Systems Thinking lUnderstand & make judgments about a situation by breaking it apart into smaller pieces or by tracing the implications of a situation in a step-by-step way lOrganize the problem, opportunity or situation in a systematic way lSet priorities lIdentify causal or If-Then relationships lSynthesize the component parts in the context of a whole system Training Problem Solving & Decision Making lProvide participants with the skills and tools they need to determine root issues and plan for success lIdentify and find solutions to problems lApply creative thinking skills, resulting in improved solutions lApply decision-making methodology lAnticipate & plan for problems before they occur lUse a process tool to analyze situations, separate concerns, establish priorities & initiate appropriate action The Facilitator l“Key facilitator within an organization” l“Elicits requirements” lEnsures positive, continuous discussion & progress The Facilitator Facilitation / Requirements Elicitation lFacilitation lCreate a positive and constructive group environment lMaintain the group focus lLead the discussion toward stated goals lElicitation lUse questioning techniques and other tools to discover process and data from a group of users or stakeholders Training Facilitating Client Requirements lProvide the methodology and skills needed to discover client requirements in a meeting environment lElicit business & system requirements from stakeholders using a variety of meeting management techniques bases on the types of meeting (e.g., modeling, kick-off, status, etc.) lUse group management methods to ensure an productive requirements gathering session The Negotiator l“Act as a bridge between the client, stakeholders & solution team” lMaintain balance between potentially conflicting needs of various stakeholders The Negotiator Consensus & Agreement Building lHelp others reach agreement around a project or a set of ideas lTake on contentious issues or entrenched interests to bring about a beneficial resolution lNegotiation: Ensuring win-win solutions when two parties start from different positions lConsensus and Agreement Building: Working together, assisting others, to reach a common understanding and commitment lConflict Management: Bringing disagreements into the open to help diffuse them Training Power Communications lCommunicate effectively with team members, manage client expectations to reach consensus & to ensure successful project outcomes lUtilize influence and communication skills to manage client and peer relationships lManage difficult conversations & more effectively deal with conflict lPractice negotiation skills that result in consensus with your client and stakeholders lHandle objections effectively lUnderstand Emotional Intelligence and how it applies to self management and effective communication The Artist / Architect l“Solutions often include a systems development component but may also consist of process improvement or organizational change” lThe BA contributes to the successful solution of the problem The Artist / Architect Modeling lData Modeling lDevelop an accurate representation of the business information needs lProcess Modeling lDevelop an accurate representation of the business processes lFunctional / User-Centered Design lDemonstrate and apply knowledge of usability factors and techniques lProfile targeted user groups to understand who will be using the product Training Business Process Modeling lDescribe the various methods of modeling business processes lCreate business process models based on case study examples lAnalyze the process models for gaps, process improvements, and strategic significance Training User Centered Design lDefine user-centered design lExplain the eight steps to web-design & the rules for good design lDefine effective web navigation and page layout lDescribe web accessibility lList the key elements of usability testing Training Data Modeling lDescribe data modeling & when to use it lIdentify different data modeling deliverables & how they fit into the process lDefine high-level data definition & detail data specification The Planner lOr “Requirements Manager” lThe BA is the “project manager” of the requirements activities lThe BA needs to plan & manage his/her activities to ensure a successful outcome within the identified project constraints The Planner Requirements Planning & Management lAssure the clients requirements for products or systems are accurately identified, captured, and tracked throughout the project life cycle lPlanning lDefine, organize and schedule requirements management activities in a way that is consistent with the organizations culture and standards lManage lExecute planned requirements management activities while remaining flexible to changing requirements and project deadlines Training Project Management Fundamentals lDefine requirements scope & objectives lDescribe tasks & activities required to meet the objectives lEstimate resources required to complete tasks lSchedule tasks & activities lMonitor & modify plan as required The Communicator lOr “Translator” lThe BA draws out the needs of the various stakeholders, captures them in the form of a document & feeds it back for validation & agreement The Communicator Verbal & Written Communications lVerbal communication lUse discussion, conversations and interviews to further understanding lSpeak clearly lActively listen lWritten communication lCreate clear, complete and useable documentation to support the requirements management process and to report findings to other stakeholders Training A few courses contribute to the development of this role Writing Effective Use Cases lDescribe the process, methods, steps & questions to use when employing a Use-Case driven approach to gathering and defining requirements Writing Detail Requirements Specifications lDescribe how to decompose the features & functions from the High Level Requirements Document into a Detailed Requirements Specification The Diplomat lCombination of other roles lFacilitator lNegotiator lPlanner lArtist / Architect lThe BA ensures the client is satisfied with the solution The Diplomat Client Relationship Management lEstablish & maintain a positive working relationship with the client lConsider or anticipate the needs of the client throughout the requirements process lHave insight and appreciation of client needs, priorities, goals & competitive advantage Training lA synthesis of the training provided for the other roles contributes to the development of this skill lFacilitating Client Requirements lPower Communications lProject Management lModeling lThis role develops with maturity The Expert / Consultant l“To help determine solutions to business problems” lThe BA needs to understand the: lBusiness lIndustry lCompetition The Expert / Consultant Professional Knowledge lUnderstand key business fundamentals, industry levers & the drivers of the financial health and viability lDemonstrate working knowledge of the business/organization & of software and application development best practices Training This role develops with experience, maturity & an increased understanding of the industry Formalized training would be industry specific The Strategist lThink outside of the “box” lSee both the “forest” & the “trees” The Strategist Strategic Business Planning lDevelop, link and communicate long-range visions, goals or plans to support achievement of business goals lTranslate visions & strategies into tactical plans lAlign Current Actions with organizations strategic goals lThink in future-oriented terms lUnderstand external impact on internal strategy lPlan actions to fit strategy & handle external events Training As with the Consultant or Expert role, the Strategist develops with experience, maturity & an increased understanding of the industry Revolutionary lBy contributing to a solution, the BA introduces change lThe BA helps manage the impact of the change The Revolutionary Organizational Change Management lDiscover & define areas for change lConduct impact analyses lActively champion the cause for change Training Organizational Change Management lPr