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Going to the Atlanta IIBA Chapter Meeting »

Welcome! This site specializes in providing tips and tools for Business Analysts and systems development in general. If you're new here, you may want to subscribe to my RSS feed. If you'd prefer, you can also receive my posts directly to your e-mail. Thanks for visiting!

I just RSVP’d to attend this coming Tuesday’s Atlanta IIBA chapter meeting. This will be my first time attending, and I’m really looking forward to it.

I know of one or two readers in the chapter that have happened by this blog, so for you and any others who may have happened by, I look forward to meeting with you on Tuesday.

For those of you in the area, here are the details as I know them:

When:
Tuesday, February 26, 6:30 PM

Where:
UPS
55 Glenlake Parkway NE, Atlanta
Sandy Springs, GA 30328

RSVP by February 22, 2007– events@atlanta.theiiba.org
Cost to attend – Free for Greater Atlanta Chapter members, $5 for non-members

Topic: “Redefining the Requirements Equation: RLA = T3.”
Speaker: Keith Barrett, Business Development Manager, Sky I.T. Group

I get my information on IIBA happenings in Atlanta from the chapter website, and the IIBA Atlanta Yahoo Group.

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Happy 1st Birthday, Blog! »

birthday.jpgActually, the true 1 year anniversary was on the 9th, but I thought I’d do as I do for most other birthdays, and forget it completely until a week or so has passed. So, we’ve been at it for a little over a year, and I think it is an appropriate time to thank all of you who have stopped by to read and comment on my posts. Thanks for subscribing to my feed and occasionally bookmarking my posts. I’d probably blog just for my own benefit anyway, but it sure is more enjoyable when you get to exchange ideas with other respected and accomplished practitioners of the trade, and benefit from their experience and expertise.

I have more to say, but first here are a few fun facts about jonathanbabcock.com’s first year (thanks to the productologist for the idea).

Number of visitors: Approximately 12,300 unique visitors. I can’t give the exact number because 3 tracking mechanisms each return slightly different results. Ok, I’m not breaking any records, but it’s more than I would have guessed a year ago.

Number of Posts: 67 (an average of just over 1 per week)

Number of Subscribers: Typically between 100 and 120 on a given day.

First commenter: Michael Schaffner. By the way, Mike’s “Why I Blog” post that he wrote about a week after I began my blog helped me understand the value of establishing a personal brand and inspired me to get off my tail and start taking blogging seriously.

My Favorite Posts:

Number of different blog themes used: 4. In case you’re interested, here’s the list:

One of the reasons I wanted to begin blogging was so I could learn more about “why” we do the things the way we do as business analysts. I wanted to learn more about how other people in other types of environments deal with challenges common to all business analysts.

I spend each working day in the trenches applying process, methodology, my own professional skills, etc., to make projects work. Over time, I have improved quite a bit at the daily, tactical business analysis activities. What I found that I didn’t have as a daily practitioner was an effective outlet to help me broaden my knowledge of the general concepts, approaches and skills that would make me as well-rounded a BA as possible. I think the blog has definitely helped in that area. Instead of an extension of work, this has really become an enjoyable hobby.

Another benefit I’ve found is that actually composing my thoughts in printed form has helped me evaluate them more fully, and challenge them in ways I hadn’t before. Sharing my thoughts on the Web has pushed me to do some additional research into some of the things I’d always believed and to challenge previous assumptions to make sure that they would withstand the scrutiny of an informed and intelligent base of readers (you guys!).

Anyway… the blog has been great for me. I hope it has been of some use to you, and will continue to get better with age. Again, thanks!

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On Business Analysis in an Agile Setting »

 

agileanalyst.jpg

I’ve noticed a recurring discussion around various business analysis-oriented websites of late concerning the relevance and value of the Business Analyst, especially in an agile environment. Some argue that with agile, “business analyst” responsibilities are carried out by software developers or technical architects, eliminating unneeded layers of communication (read; BA’s).

Karl Wiegers, one of my favorite reads on software methodology, addresses the topic briefly here.

One of the points he makes, and with which I agree is that we can “[t]hink of the analyst function as being a project role, not necessarily a job title. This role can be performed by various people on the project who have the skills, knowledge and temperament for it.”

That’s where I think the IIBA may find peace with certain agile evangelists (see the comments section - link requires registration). Depending on the environment, developers could certainly be called on to carry out some of the software related “business analyst” responsibilities. I don’t think that marginalizes the broader role of the Business Analyst, though. “Who does what” in a company is governed by any number of factors, including budget, headcount, and the available skill sets among the company’s pool of employees, to name just a few.

Wiegers goes on to warn that some developers may not be comfortable wearing the “analyst hat.” I can relate - in reverse fashion. A number of years ago as a new consulting analyst I was staffed on a project as a software developer. I like to think I did a fairly decent job, given my lack of experience and training, but I won’t even pretend that my performance would have matched someone with training, experience, and who enjoyed software development. Additionally, while I was willing to fill the role, I didn’t (and don’t) particularly enjoy coding software.

To that I’d add that even if the developer is great at analysis, sometimes business solutions just won’t involve software development. Who does the analysis for those projects? From my humble vantage point, business analysis is not at all limited to requirements for software development solutions. If a Business Analyst’s role is to identify stakeholder need, and then help identify the best solutions to meet those needs, then it seems perfectly reasonable that some solutions will not involve software development at all. This is where what the IIBA refers to as “enterprise analysis” comes into play.

Some solutions may involve tweaking business processes through personnel (staffing) changes, changes in sales or marketing approach, or myriad other ways that may not even require the first line of code. In these situations, I’m not sure how interested software developers are going to be in fulfilling the responsibilities of the business analyst.

For me, the bottom line is that there is a place for enterprise business analysis, and a place for software requirements analysis. Often, those roles will be filled by a business analyst, but they don’t have to be. Different methodologies work better in different environments. In some shops, agile is the way to go. In others, it’s a waterfall or some derivative of the waterfall method that makes the most sense. While the titles of who performs the work may differ, business analysis skills are critical in any methodology.

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Onshore vs. Offshore »

orangeglobe.jpg Matt Lockhart of Magenic Technologies, Inc. posted an excellent article at TechLinks a while back on things that need to be considered when determining whether development work should be done on or offshore.

Among others, Lockhart draws attention to topics such as budget, relationship management, onsite travel, CMM considerations, the risks of miscommunication, and economic and political risks that need to be carefully weighed out before deciding to go offshore.

The way I see it, offshore outsourcing of IT work - chiefly development and QA - is not going away. Those of us stateside will have to learn to adapt and thrive in this new type of environment in order to remain marketable. For many of us, retooling may be necessary.

From a business analyst’s perspective, I’m not so naive as to think that my role couldn’t possibly be performed overseas, but I don’t think that the role of the onshore BA is going away anytime soon. I’ve alluded elsewhere on this blog to the notion that the business analyst role can be at least as much a business role as an IT role. Until companies start farming out their marketing, finance and operations to offshore MBA’s - and I don’t see that happening anytime soon - then there should remain plenty of work for the BA in helping define business problems and objectives and refining business processes.

Anyway, if you’re interested at all in the dynamics and trade-offs involved in offshore vs. onshore development arrangements, I think you’ll find this read well worth your while.

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With requirements, discussions matter most »

Business Analyst

This post is based on a quote I read and liked from the article, “When Requirements Go Bad: Part II” by Kurt Bittner. The article is available from Dr. Dobb’s Requirements Development e-zine (free subscription required). According to Bittner:

We need to banish the practice of writing requirements that we can “throw over the wall” to developers or testers and instead pursue a more open, communicative approach. What is important to realize is that requirements are what motivate discussions, but it is the discussion that matters most.

Well said. While I’ve taken an occasionally rocky path to get there, my experience as a BA has led me to the same conclusion.

Tough Lessons Learned

I’ve worked projects in the past in which we would spend 3-4 weeks of requirements analysis with various users and stakeholders and then bring what we considered to be, for all intents and purposes, a “finished product” to be signed off by the design, development and QA teams.

Needless to say, those sessions were often not the most enjoyable. The dialog that the teams needed to ensure that they understood what they were expected to deliver had not taken place, and they just didn’t have enough familiarity with the project to be comfortable signing what was, by all appearances, a blank check for their labor. Of course, we worked to resolve concerns and improve the specification, but this meant adding days, and sometimes weeks to the requirements phase of the project.

Here’s one solution..

One thing my team has done that has been working much better it to pull together a quick, unrefined, “skeleton” requirements document as quickly as possible, and then invite the project team for a requirements “working session.” Note, I am careful to not give the impression that it is a formal review session or that there is any expectation of the participants other than that they express their thoughts, questions and concerns. This helps to establish them as true stakeholders in the project and to assume a collaborative role and not just a reactionary one.

One thing that I think we, as business analysts, occasionally forget is that the downstream delivery teams are our customers, too - and in a very real way. We need to make sure that they have an opportunity to develop a true sense of ownership for the project early on and that they understand what the requirements are all about.

Now, regarding these working sessions - By default, I plan for 3 iterations of these before bringing a document before the team for approval. Obviously, we’ll hold more or fewer sessions as necessary.

Mitigating the “waterfall effect”

Another benefit of these iterative working sessions up front and earlier in the requirements analysis phase is that you mitigate the “waterfall effect”, or the notion that one phase be entirely complete before work begins on the following phase of the lifecycle. I think this is what Kurt Bittner was referring to with the “throwing requirements over the wall” comment.

What I’ve found is that, be it in theory or in fact, design doesn’t wait until the final review is over and documents are signed. After the first iteration, designers, developers and QA folks are able to start mulling ideas. Sometimes they’ll hold a whiteboard session right after the meeting. If not to design, to start thinking in terms of impacts to systems, and brainstorming design options. With each iteration the they have a clearer idea of what the project will require, the constraints they’ll be working under, and the technical challenges they’ll need to work through. By the time we’ve been through a few iterations, they have a pretty good idea of what the design will look like, even if it hasn’t been fully formalized and documented.

Another thing that has become easier with the notion of this more team-oriented approach to functional requirements is that the approval process is much, much easier. Document signatories don’t feel like they’re signing their lives away without understanding the fine print. They feel like they have ownership in the document, and they understand that their approval simply means that requirements are “complete” to the extent that design and development can proceed with a comfortable level of risk. If further changes or iterations are required, we’ll get back to the table and work it out through the change management process.

Anyway, this is something that has worked for my team. In our shop, we refer to our methodology as sort of a “modified waterfall”. We do identify and track to different phases, but we’ve also adopted some more agile practices in that our requirements and design processes are purposely both collaborative and iterative. You might say that if we have a “wall”, at least it has a nice, large, open door in the middle!

What types of things have worked for you to improve the lines of communication and collaboration in your requirements process? Please feel welcome to comment on this post, or contact me.

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A couple new features at JB.com »

Just wanted to let you know that I’ve added a couple new features to my blog at JB.com.

Bookmarks

I’ve added a few pages of links that I’ve collected on topics relating to business analysis. Currently, the categories are business analysis, communication, methodology, requirements and use cases. Many of the bookmarks are for articles to which I’ve referred in blog posts. Some I just enjoyed and wanted to keep handy for reference. You can find my bookmarks on the navigation bar at the top of the blog under “JB’s Bookmarks.” Anyway, I thought that some of you may find them useful or interesting, so go check out the links pages when you get a few minutes to spare.

Asides

Often I’ll have a quick thought and would like to post it on my blog, but I don’t want to clog it (and my feeds) with overly brief or non-substantive posts. I’ve recently discovered a trend where bloggers will compose more brief posts termed as “asides” to blog pages. Asides are short, quick comments that I want to share, but that probably don’t warrant a full blog post. These asides will appear on the side column of the blog, and typically will not appear in my RSS feed, so check-in at the site from time to time if you’d like to see what’s new there.

 

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A Call to Participate! »

benjamin_franklin.jpg

The “Junto”

For some reason, last week I picked up and began reading from Benjamin Franklin’s autobiography. In it, he mentions a mutual improvement society that he and several of his acquaintances founded in colonial Philadelphia to compare ideas, to critique each other’s publications, and to gather sociably. They called it “Junto.” The idea behind Junto was that in gathering like-minded individuals with a common cause for civil discourse, all participants stood to benefit.

From Wikipedia:

Franklin organized a group of friends to provide a structured forum for discussion. The group, initially composed of twelve members, called itself the Junto (Latin for meeting). The members of the Junto were drawn from diverse occupations and backgrounds, but they all shared a spirit of inquiry and a desire to improve themselves, their community, and to help others.

That association drew me to think about our day, and about the field of business analysis. What a wealth of information is available and easily accessible to us today! Through blogs, e-zines, messages forums, professional publications and social and professional networking groups one can learn a great deal about business analysis and the broader use and implementation of technology to solve business problems.

I subscribe to and religiously read dozens of feeds and online articles each day to try to learn new tricks of the trade, make professional contacts, and to generally improve my skill and performance as a business analyst. With time, I’ve noticed that I often gain as much benefit from reading the work of normal, daily business analysis practitioners as I do from the established experts and renowned thought-leaders. For that reason I decided to begin this blog to contribute, perhaps in some small way, to that growing body of knowledge.

Anyway, I’ll wrap up my philosophical interlude now and get to the point of this post.

Add your voice

There are lots of good reasons to add your “voice” to mine and the many others that blog on business analysis, and other related topics. If you’ve learned some hard lessons, have some opinions on what works and what doesn’t, have some tips on how to do things better or more efficiently, etc., etc., then why not share them?

Forgive the following allusion, but I did major in marketing…. As the sample size of ideas on industry best (and worst) practices increases, we all gain a clearer picture of what those practices are. The IIBA is doing a great job of formalizing standards and methods in the business analysis body of knowledge. That said, the BABOK can’t and shouldn’t be expected to address all the aspects of any scenario that a business analyst may face. As I see it (and I’m of the impression that IIBA leadership would agree), industry best practices are not invented by governing bodies, but are proposed, tested and refined through practice and constructive discourse by everyday workers in the field - like myself and many readers of this and similar blogs.

As a single case in point, if you look around on the leading BA community web sites and blogs, you’ll find that a common topic is that of defining what exactly the business analyst is, and what exactly a business analyst does. There are lots of valid and interesting ideas floating around to which I’ve added some of my own. That’s where our modern BA “Junto” comprised of dialogs carried out via blogs, mesage boards, and networking groups comes into play. In my mind, we all have an opportunity to contribute in defining and shaping the role of the business analyst.

I’m not saying we should all go out and buy domains and webspace to set up our own blogs, but that we all find some way to participate. There are lots of resources available. If starting your own blog is not your cup of tea - and it isn’t for everyone - then you can add comments to others’ blog posts. Additionally, there are some great message forums and networking communities and websites in which you can participate and share what you know. See the blogrolls on the sidebar of my front page for just a few ideas.

If you have a new blog or have found a useful site dealing with business analysis or a related field (software development methodology, project management, communication, organizational skills, professionalism, leadership, etc.), and would like folks to know about it, please comment here to add the name of your blog and a brief description. The reach of my blog isn’t yet as espansive as many, but it is growing. I’d also be curious to know about you myself.

Anyway, I don’t anticipate a mass-movement as a result of this one simple (although admittedly long-winded) blog post, but hopefully a few of you will get off the fence and join in the collaborative, online BA community. Here’s to discovering many more valuable business analysis resources and contacts!

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