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David Mantica ASPE Inc. IIBA Lexington, KY Wednesday, August 19 th BA Role or Skill:

BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

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Page 1: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

David Mantica

ASPE Inc.

IIBA Lexington, KY

Wednesday, August 19th

BA Role or Skill:

Page 2: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

Agenda

• A look at the SDLC – Crossing the Chasm

– Decisions in SDLC

– Overview and Roles in the SDLC

– The Challenge

– Model of the Challenge

– Need

• BA brief history– What is it

– Growth

• Disruptions – Agile

– PMI PBA

• BA Evolution model– BA evolutionary model

– Moving to being a trusted advisor

– The outgrowth of the PM role • What is a PM to do?

– Career Path

– Trusted Advisor pathway

Page 3: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

THE SDLC

Section One

Page 4: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

A Picture of the SDLC

The “Chasm”

Business Analysts

Project Managers

“Translators”

The Business Camp The Technical Camp

Internal Business Customers

“Biz Talk”

IT Department

“Tech Talk”

Systems and software must reflect the needs of your business functions and your goals.

Page 5: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

Mission

Business Environment

Goals

and

Objectives

Projects

Business Needs/

OpportunitiesIT Needs/

Opportunities

STAKEHOLDERS

RESULTS

Vision Values

Page 6: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

Overview of the SDLC

• SDLC = Systems and Software Development Lifecycle– Methodology used to build software or systems

– Positions in-between the business and hard core IT

– Organization that develops software and business systems for an organization

• Positions in the SDLC can include:– Process modeling (BPM)

– Requirements Elicitation (BA)

– Project / Portfolio Management (PM)

– Testing (QA, QC, Testers)

– Systems Architecture (EA)

– Developers/Programmers

Page 7: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

SDLC Overview“In Project”

Phases

Roles Initiation

Planning /

Requirements

Design /

Development Testing

Acceptance /

Deployment

Project Sponsor

Approve project

Allocate funds

Charter project

Approve Plan

Approve changes

Approve changes

Approve changes

Project Manager

Investigate constraints

Write charter

Begin WBS

Populate WBS Complete plan

Monitor & control

Manage changes

Monitor & control

Manage changes

Monitor & control

Manage changes Close project

Customer

Identify need

Request project

Identify high-level

requirements

Identify requirements Approve

requirements

Evaluate design

implications

Evaluate implementation

Approve changes

Evaluate defect

implications Approve changes

Acceptance testing

Evaluate defect

implications Approve changes

Accept product

Business

Analyst

Analyze need Investigate options

Study feasibility

Recommend approach

Document deliverables

Identify BA tasks

Document

requirements Finalize

requirements

Validate design implications

Validate

implementation Maintain

requirements

Triage defects

Maintain requirements

Support acceptance testing

Triage defects

Maintain requirements

Support deploy-ment & training

Software Testers

Identify testing tasks

Estimate effort

Design test strategy

Develop test cases,

data, etc Change tests

Test software Test system integration

Report defects Test changes

Support acceptance testing

Document defects Test changes

Software Developers

Identify development

tasks Estimate effort

Design software

Develop software

Unit test Software integration

Implement changes

Deploy to test

environment

Correct defects Implement changes

Deploy to acceptance

environment Correct defects

Implement changes

Deploy product

Page 8: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

Defining Our Challenge

• Our development teams are building something that doesn’t exist.

• The customer is attempting to describe what they imagine this non-existent product should be.

• Our developers then try to imagine what the customer is describing and the build the product they believe they heard the the customer describe.

• And finally, the first opportunity anyone has to truly see if the product built is one that the customer needs and wants is after development is complete.

Page 9: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

How do I get what I want from my efforts?

Where does software development fit?

Page 10: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

New Project Law: s + s + $ ≠ how Agile sees project world

Schedule: Scope: Budget:

‣ Project delivered within the timeframe originally identified

‣ No date slips

‣ Every milestone achieved

‣ Everything originally requested is delivered

‣ Everything delivered works perfectly as the customer requested, no bugs

‣ Did not spend a single cent more than originally estimated to spend

‣ Did not need any additional resources, hardware, etc. throughout entire project

on time all scope within budget

happy customer

+ +

Page 11: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

BA Brief History

• Software Engineers (very technical)

• Systems Analysts (Design Document)– Connected by Architect work

• IIBA BA vision (2003) – In project focus on need based on defined project

scope

• 2015 beyond “out of project” definition of need and understanding of business function– Enterprise Analysis / Business Architecture

Page 12: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

Critical SDLC Position: BA

Position Overview

– Enterprise Analysis (business case)

– Project scope

– Process modeling

– Requirements Analysis, Elicitation, Management

– Converting from technical (systems) to business (functional) requirements

Position Profile

– Should act a lot like a Product Manager

– Should have solid user knowledge of system, power user

– Should be technical enough to “talk-the-talk”

– Much more concerned about outcome than budget, schedule or costs

– Must be able to state business case of system/software

Page 13: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

Who or What Governs the BA Role

International Institute of Business Analysis (IIBA)

– www.iiba.org

– Started in Canada, now based in Atlanta

– 11 years old

– BA Body of Knowledge (BABOK) • Current version 2.0, but moving to 3.0 by late 2014 or early 2015

– Two certifications: • Certified Business Analyst Professional (CBAP)

• Certification of Competency in Business Analysis (CCBA)

– New PMI-PBA certification potential impacts

Overall

– Still in infancy

– Doers know it and love it. Companies don’t know what it is or offers

– BA position means something slightly different to different organizations

– BABOK 3.0 getting a lot of negative feedback

Page 14: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

Growth in BA Role• Median pay: $76,200

Top pay: $109,000 10-year job growth: 22.1%Total jobs*: 544,400

• What they do all day? These tech experts keep companies caught up with the latest technology to improve efficiency and production. Better computer programs can mean big cost cuts for businesses, so IT business analysts are in high demand, especially these days. --J.A.

Source CNN Money

Page 15: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

DISRUPTION

Section Two

Page 16: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

Important Observation

VS.Plan-driven Development Adaptive Development

What is Agile??

Page 17: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

• Transformational way of working

• Built on a foundation of principles and values– No one-inch-thick rule book

• From those values and principles come practices– Like daily stand-up, retrospective, story points, etc.

• Practices are organized into flavors– Agile “flavor” model on next slide

Highly extendable – very similar to open source Scrum is to Agile like Red Hat is to Linux

Agile in a Nutshell

Page 18: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

The Mechanics of Scrum,

where does BA fit??

Page 19: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

• First off, Iterations are work-specific, not role-specific

• Work specific BA actions include:– Chunk requirements into User Stories

– Provide input on need and prioritization of Stories

– Write non-functional test cases

– Perform non-function tests / acceptance tests

– Write specifics

– Write documentation / training

• In Iteration, work focuses on only one aspect of the BA skill set. In Agile a lot of the role is in and around Iteration zero

BA Role In Iteration

Page 20: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

• IIBA (International Institute of Business Analysis)

– Sees the BA as a role

– Specific function in defining what is going to be done and how it is going to be done

• Agile (the way of working)

– Sees the BA as a skill

– Focused around writing and managing requirements and testing output at user interface level

• How does PMI see BA Work?

Is BA Work A Role or a Skill?

Page 21: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

PMI-PBA Demographics and Certification Vision

• Based on the make up of the PMI-PBA designation PMI sees the BA as a skill

– It is something that can be added to a professional’s set of skills and tools

– Anyone in the SDLC and beyond can gain these skills based on their experience level

– The skills certified are tied to “in project” BA work

– The skills are transfer to what is needed in an agile production environment

Page 22: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

The BA Evolutionary Model

Page 23: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

BA Trends: “Out of Project”

1. Future State Modeling 1. Automation process and data flows

2. Enterprise Analysis1. Reviewing solution options

2. Business case development

3. Business Architecture1. Organization strategy and function by business unit

2. Planning organization adjustments based on automation / project goals before project execution

3. In-depth understanding of business capabilities and functions

Page 24: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

BA Career Path

Page 25: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

Moving into the role of Internal management consultant

Page 26: BA Role or Skill - PMI Hampton Roads · • A look at the SDLC –Crossing the Chasm –Decisions in SDLC –Overview and Roles in the SDLC –The Challenge –Model of the Challenge

Thank you!!!I appreciate your time.

David Mantica

President, ASPE Training