PHÂN TÍCH KINH DOANH (BA)

Chương 4

KHƠI GỢI VÀ HỢP TÁC

(Elicitation and Collaboration)
12/03/2024

Nguyễn Duy Thanh

(thanhnd@buh.edu.vn)
 AGENDA

 Introduction
 Core Concept Model in EC
 Prepare for Elicitation
 Conduct Elicitation
 Confirm Elicitation Results
 Communicate Business Analysis Information
 Manage Stakeholders Collaboration
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 Knowledge Area Relationships

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Overview of EC [5]

1. Prepare for Elicitation

2. Conduct Elicitation
3. Confirm Elicitation Results
4. Communicate Business Analysis Information
5. Manage Stakeholders Collaboration
 Core Concept Model in EC

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HUB - MIS (2024) 6
 4.1 - PREPARE FOR ELICITATION

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 PREPARE FOR ELICITATION

• Prepare for Elicitation involves ensuring that the stakeholders

have the information they need to provide and they
understand the nature of the activities they are going to
perform

• Purpose: Understand the scope of the elicitation

activity,select appropriate techniques, and plan for (or
procure) appropriate supporting materials and resources

• Description: Business analysts prepare for elicitation by

defining the desired outcomes of the activity, considering the
stakeholders involved and the goals of the initiative.

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HUB - MIS (2024)
 INPUT [2]

• Needs

• Stakeholders Engagement Approach

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 ELEMENTS [5] (1 of 4)

• Understand the Scope of Elicitation

• Select Elicitation Techniques

• Set up Logistics

• Secure Supporting Material

• Prepare Stakeholders

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 ELEMENTS [5] (2 of 4)

1. Understand the Scope of Elicitation: To determine the type

of business analysis information to be discovered during the
elicitation activity and the techniques that may be used,
business analysts consider

2. Select Elicitation Techniques: In most cases, multiple

techniques are used during an elicitation activity. The
techniques used depend on cost and time constraints, the types
of business analysis information sources and their access, the
culture of the organization, and the desired outcomes…

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 ELEMENTS [5] (3 of 4)

3. Set Up Logistics: Logistics are planned prior to an elicitation

activity; The logistics for each elicitation activity include
identifying:
– The activity's goals
– Participants and their roles
– Scheduled resources, including people, rooms, and tools
– Locations
– Communication channels
– Techniques
– Languages used by stakeholders…

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 ELEMENTS [5] (4 of 4)

4. Secure Supporting Material: Business analysts identify

sources of information that are needed to conduct the
elicitation activity; There might be a great deal of information
needed to conduct elicitation including people, systems,
historical data, materials and documents

5. Prepare Stakeholders: Business analysts may need to educate

stakeholders on how an elicitation technique works or what
information is needed; It may be helpful to explain an elicitation
technique to stakeholders not involved in the activity to help
them understand validity and relevance of information elicited.

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 GUIDELINES & TOOLS [4]

• Business Analysis Approach

• Business Objectives

• Existing Business Analysis Information

• Potential Value

HUB - MIS (2024)

 TECHNIQUES [8]

1.Brainstorming
2.Data Mining
3.Document Analysis
4.Estimation
5.Interviews
6.Mind Mapping
7.Risk Analysis & Management
8.Stakeholders List, Map / Personas

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 (5) Interviews (p.290)

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 Elements
• Interview Goal
• Potential Interviewees
• Interview Questions
• Interview Logistics
• Interview Flow
• Interview Follow Up
• Interview Type.

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 STAKEHOLDERS [4]

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 OUTPUTS

• Elicitation Activity Plan: It includes…

– Logistics
– Scope of the elicitation activity
– Selected techniques
– Supporting materials.

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 4.2 - CONDUCT ELICITATION

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 CONDUCT ELICITATION

• Conduct Elicitation describes the work performed to

understand stakeholders needs and identify potential solutions
that may meet those needs

• Purpose: The purpose of Conduct Elicitation is to draw out,

explore, and identify information relevant to the change

• Description: There are 3 common types of elicitation

– Collaborative
– Research
– Experiments.

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HUB - MIS (2024) 23
 INPUTS

• Elicitation Activity Plan

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 ELEMENTS [2] (1 of 2)

• Guide Elicitation Activity

• Capture Elicitation Outcomes

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 ELEMENTS [2] (2 of 2)

1. Guide Elicitation Activity: Understanding the proposed

representations of business analysis information, which were
defined in planning, helps ensure that the elicitation activities
are focused on producing the intended information at the
desired level of detail

2. Capture Elicitation Outcomes: Conducting elicitation is

frequently iterative and takes place in a series of sessions - in
parallel or in sequence - according to the scope of the elicitation
activity; If the elicitation activity is unplanned, outcomes are
captured and integrated into appropriate planned outcomes.

HUB - MIS (2024) 26

 GUIDELINES & TOOLS [4]

• Business Analysis Approach

• Existing Business Analysis Information

• Stakeholders Engagement Approach

• Supporting Materials

HUB - MIS (2024) 27

 TECHNIQUES [18]
1.Benchmarking & Market Analysis 10. Interface Analysis
2.Brainstorming
3.Business Rules Analysis
4.Collaborative Games
5.Concept Modelling
6.Data Mining
7.Data Modelling
8.Document Analysis
9.Focus Groups
HUB - MIS (2024)
11. Interviews
12. Mind Mapping
13. Observation
14. Process Analysis
15. Process Modelling
16. Prototyping
17. Survey or Questionnaire
18. Workshops
28
 (9) Focus Groups (p.279)

HUB - MIS (2024) 29

 Elements

• Focus Group Objective

• Focus Group Plan
• Participants
• Discussion Guide
• Assign a Moderator and Recorder
• Conduct the Focus Group
• After the Focus Group.

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 (17) Survey or Questionnaire (p.350)

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 Elements

• Prepare
• Distribute the Survey or Questionnaire
• Document the Results.

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 STAKEHOLDERS [7]

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 OUTPUTS

• Elicitation Results (unconfirmed): It captures information in a

format that is specific to the elicitation activity.

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 4.3 - CONFIRM ELICITATION RESULTS

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 CONFIRM ELICITATION RESULTS

• Confirm Elicitation Result involves ensuring that stakeholders

have a shared understanding of the outcomes of elicitation, that
elicited information is recorded appropriately, and the business
analyst has the information sought from an elicitation activity
• Purpose: Check the information gathered during an elicitation
session for accuracy and consistency with other information

• Description: Elicited information is confirmed to identify any

problems and resolve them before resources are committed to
using the information. This review may discover errors,
omissions, conflicts and ambiguity.

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HUB - MIS (2024)
 INPUTS

• Elicitation Results (unconfirmed)

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 ELEMENTS [2] (1 of 2)

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 ELEMENTS [2] (2 of 2)

1. Compare Elicitation Results Against Source Information: Task

Conduct Elicitation describes sources from which elicitation
results may be derived, including documents and stakeholder
knowledge; The business analyst may lead follow-up meetings
where stakeholders correct the elicitation results

2. Compare Elicitation Results Against Other Elicitation Results:

Business analysts compare results collected through multiple
elicitation activities to confirm that the information is consistent
and accurately represented.

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 GUIDELINES & TOOLS [2]

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 TECHNIQUES [4]

1.Document Analysis
2.Interviews
3.Reviews
4.Workshops

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 (4) Workshop (p. 363)

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 Elements

• Prepare for the Workshop

• Workshop Roles
• Conduct the Workshop
• Post Workshop Wrap-up.

HUB - MIS (2024) 44

 STAKEHOLDERS [3]

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 OUTPUTS

• Elicitation Results (confirmed): Integrated output that the

business analyst and other stakeholders agree correctly
reflects captured information and confirms that it is relevant
and useful as an input to further work.

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 4.4 - COMMUNICATE BUSINESS ANALYSIS
INFORMATION

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 COMMUNICATE BA INFORMATION

• Communicate Business Analysis Information provides

stakeholders with the information they need at the time they
need it

• Purpose: Ensure that stakeholders have a shared understanding

of business analysis information

• Description: Business analysts must communicate appropriate

information to stakeholders at the right time and in formats that
meet their needs.

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HUB - MIS (2024) 49
 INPUTS [2]

• Business Analysis Information

• Stakeholders Engagement Approach

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 ELEMENTS [2] (1 of 3)

• Determine Objectives & Format of Communication

• Communicate Business Analysis Package

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 ELEMENTS [2] (2 of 3)

1. Determine Objectives & Format of Communication: Business

analysis information packages may be prepared for a number of
reasons including the following:
– Communication of requirements/designs to stakeholders
– Early assessment of quality and planning
– Evaluation of possible alternatives
– Formal reviews and approvals
– Inputs to solution design
– Conformance to contractual and regulatory obligations
– Maintenance for reuse…

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 ELEMENTS [2] (3 of 3)

2. Communicate Business Analysis Package: The purpose of

communicating the business analysis package is to provide
stakeholders with the appropriate level of detail about the
change so they can understand the information it contains;
Selecting the appropriate communication platform is also
important - Common communication platforms include:
– Group collaboration
– Individual collaboration
– E-mail or other non-verbal methods.

HUB - MIS (2024) 53

 GUIDELINES & TOOLS [2]

• Business Analysis Approach

• Information Management Approach

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 TECHNIQUES [3]

1. Interviews
2. Reviews
3. Workshops

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 (2) Reviews (p. 326)

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 Elements

• Objectives
• Techniques
• Participants.

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Review Roles
 STAKEHOLDERS [6]

• Customer
• Domain Subject Matter Expert
• End User
• Implementation Subject Matter Expert
• Tester
• Any Stakeholders

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 OUTPUTS

• Business Analysis Information (communicated)

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 4.5 - MANAGE STAKEHOLDERS
COLLABORATION

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 MANAGE STAKEHOLDERS COLLABORATION

• Manage Stakeholders Collaboration describes working with

Stakeholders to engage them in the overall business analysis
process and to ensure that the business analyst can deliver the
outcomes needed

• Purpose: The purpose of Manage Stakeholders Collaboration is

to encourage stakeholders to work towards a common goal

• Description: Business analysis work lends itself to many

collaboration opportunities between group of stakeholders on
the business analysis work products.

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HUB - MIS (2024) 63
 INPUTS [2]

• Stakeholders Engagement Approach

• Business Analysis Performance Assessment

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 ELEMENTS [3]

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 GUIDELINES & TOOLS [5]

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 TECHNIQUES [4]

1. Collaborative Games
2. Lessons Learned
3. Risk Analysis & Management
4. Stakeholders List, Map / Personas

HUB - MIS (2024) 67

 (1) Collaborative Games (p.243)

HUB - MIS (2024) 68

 Elements

• Game Purpose
• Process
• Outcome
• Examples of Collaborative Games
– Vision box
– Feature Tree
– Sail boat.

HUB - MIS (2024) 69

 Examples of Collaborative Games

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 (3) Risk Analysis & Management (p.329)

HUB - MIS (2024) 71

 Elements

• Risk Identification
• Analysis
• Evaluation
• Treatment:
– Avoid
– Transfer
– Mitigate
– Accept
– Increase.

HUB - MIS (2024) 72

 STAKEHOLDERS […]

• All Stakeholders

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 OUTPUTS

• Stakeholders Engagement

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