Professional Documents
Culture Documents
your Mother forgot to tell you that you needed to be a Business Analyst
A founding member of the
in 1817 as Canadas first chartered bank, BMO Financial Group is one the largest financial services providers in North America
Services
include:
BMO Bank of Montreal - Personal & Commercial Banking (Canadian) BMO Nesbitt Burns - Investment & W ealth Management (Canadian) Harris Bank Financial Services (Mid-W est US) Harris Nesbitt Investment Bank (US)
Introduction
So
The 10 Skills
Analyst Facilitator Negotiator Artist
Describe each role Identify the skill or activity required Provide an example of the type of training available to support its development
The Analyst
Help
The Analyst
Analytical & Systems Thinking
Understand
& 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
Organize the problem, opportunity or situation in a systematic way Set priorities Identify causal or If-Then relationships Synthesize the component parts in the context of a whole system
Training
Problem Solving & Decision Making
Provide
participants with the skills and tools they need to determine root issues and plan for success
Identify and find solutions to problems Apply creative thinking skills, resulting in improved solutions Apply decision-making methodology Anticipate & plan for problems before they occur Use a process tool to analyze situations, separate concerns, establish priorities & initiate appropriate action
The Facilitator
Key
facilitator within an organization Elicits requirements Ensures positive, continuous discussion & progress
The Facilitator
Facilitation / Requirements Elicitation
Facilitation
Create a positive and constructive group environment Maintain the group focus Lead the discussion toward stated goals Use questioning techniques and other tools to discover process and data from a group of users or stakeholders
Elicitation
Training
Facilitating Client Requirements
Provide
the methodology and skills needed to discover client requirements in a meeting environment
Elicit 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.) Use group management methods to ensure an productive requirements gathering session
The Negotiator
Act
as a bridge between the client, stakeholders & solution team Maintain balance between potentially conflicting needs of various stakeholders
The Negotiator
Consensus & Agreement Building
Help
others reach agreement around a project or a set of ideas Take on contentious issues or entrenched interests to bring about a beneficial resolution
Negotiation: Ensuring win-win solutions when two parties start from different positions Consensus and Agreement Building: W orking together, assisting others, to reach a common understanding and commitment Conflict Management: Bringing disagreements into the open to help diffuse them
Training
Power Communications
Communicate
effectively with team members, manage client expectations to reach consensus & to ensure successful project outcomes
Utilize influence and communication skills to manage client and peer relationships Manage difficult conversations & more effectively deal with conflict Practice negotiation skills that result in consensus with your client and stakeholders Handle objections effectively Understand Emotional Intelligence and how it applies to self management and effective communication
often include a systems development component but may also consist of process improvement or organizational change The BA contributes to the successful solution of the problem
Modeling
Process
Modeling
Functional
/ User-Centered Design
Demonstrate and apply knowledge of usability factors and techniques Profile targeted user groups to understand who will be using the product
Training
Business Process Modeling
Describe
the various methods of modeling business processes Create business process models based on case study examples Analyze the process models for gaps, process improvements, and strategic significance
Training
User Centered Design
Define
user-centered design Explain the eight steps to web-design & the rules for good design Define effective web navigation and page layout Describe web accessibility List the key elements of usability testing
e
Training
Data Modeling
Describe
data modeling & when to use it Identify different data modeling deliverables & how they fit into the process Define high-level data definition & detail data specification
g
The Planner
Or Requirements Manager The BA is the project manager of the requirements activities The BA needs to plan & manage his/her activities to ensure a successful outcome within the identified project constraints
The Planner
Requirements Planning & Management
Assure
the clients requirements for products or systems are accurately identified, captured, and tracked throughout the project life cycle
Planning
Define, organize and schedule requirements management activities in a way that is consistent with the organizations culture and standards Execute planned requirements management activities while remaining flexible to changing requirements and project deadlines
Manage
Training
Project Management Fundamentals
Define
requirements scope & objectives Describe tasks & activities required to meet the objectives Estimate resources required to complete tasks Schedule tasks & activities Monitor & modify plan as required
The Communicator
Or Translator The 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
Verbal
communication
Use discussion, conversations and interviews to further understanding Speak clearly Actively listen
Written
communication
Create 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
Describe the process, methods, steps & questions to use when employing a Use-Case driven approach to gathering and defining requirements Describe how to decompose the features & functions from the High Level Requirements Document into a Detailed Requirements Specification
The Diplomat
Combination
of other
roles
Facilitator
The
The Diplomat
Client Relationship Management
Establish
Consider or anticipate the needs of the client throughout the requirements process Have insight and appreciation of client needs, priorities, goals & competitive advantage
Training
A
synthesis of the training provided for the other roles contributes to the development of this skill
Facilitating
key business fundamentals, industry levers & the drivers of the financial health and viability Demonstrate 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
Think outside of the box See both the forest & the trees
The Strategist
Strategic Business Planning
Develop,
link and communicate long-range visions, goals or plans to support achievement of business goals Translate visions & strategies into tactical plans
Align Current Actions with organizations strategic goals Think in future-oriented terms Understand external impact on internal strategy Plan 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
By
contributing to a solution, the BA introduces change The BA helps manage the impact of the change
The Revolutionary
Organizational Change Management
Discover
Training
Organizational Change Management
Provides
Building an understanding of the change process Examining the factors critical to successful implementation of the change Identifying historical barriers that may impact this change Identifying the resistance to change & determine the causes of the resistance Developing an effective strategy to deal with resistance
Level 1
Class room Simulation Process Assessment
Level 2
Knowledge Assessment
Level 3
Simulation Accreditation