《十大卓越技能》ppt課件

1、The Top Ten Skills your Mother forgot to tell you that you needed to be a Business AnalystWho is Kathleen Barret?1 12 2Senior Business Consultant,Requirements Management / Business Analysis Centre of Competency Lead,BMO Financial GroupPresident,International Institute of Business Analysis IIBAWho is

2、 BMO Financial Group?lFounded in 1817 as Canadas first chartered bank, BMO Financial Group is one the largest financial services providers in North AmericalAssets $256 billionlEmployees 34,000lInformation Technology 3,500lServices include:lBMO Bank of Montreal - Personal & Commercial Banking Can

3、adian lBMO Nesbitt Burns - Investment & Wealth Management CanadianlHarris Bank Financial Services Mid-West USlHarris Nesbitt Investment Bank USIntroductionSo you want to be a Business AnalystWhat is a Business AnalystBusiness Analysts are responsible for identifying the business needs of their c

4、lients 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 requiremen

5、ts. 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 or

6、ganization, 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

7、individual Business Analyst may perform some or all of these related functions.The 10 “SkillslAnalystlFacilitatorlNegotiator lArtist / ArchitectlPlanner lCommunicatorlDiplomatlExpert / ConsultantlStrategistlRevolutionary Describe each role Identify the skill or activity required Provide an example o

8、f the type of training available to support its developmentThe Analyst“Help determine solutions to business problemsThe ultimate problem solverThe AnalystAnalytical & Systems ThinkingUnderstand & make judgments about a situation by breaking it apart into smaller pieces or by tracing the impl

9、ications of a situation in a step-by-step wayOrganize the problem, opportunity or situation in a systematic waySet prioritiesIdentify causal or If-Then relationshipsSynthesize the component parts in the context of a whole systemTrainingProblem Solving & Decision MakingProvide participants with t

10、he 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 sit

11、uations, separate concerns, establish priorities & initiate appropriate action The Facilitator“Key facilitator within an organization“Elicits requirementsEnsures positive, continuous discussion & progressThe FacilitatorFacilitation / Requirements Elicitation FacilitationFacilitationCreate a

12、positive and constructive group environmentMaintain the group focusLead the discussion toward stated goalsElicitationElicitation Use questioning techniques and other tools to discover process and data from a group of users or stakeholdersTrainingFacilitating Client RequirementsProvide the methodolog

13、y and skills needed to discover client requirements in a meeting environmentElicit 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 produ

14、ctive requirements gathering sessionThe Negotiator“Act as a bridge between the client, stakeholders & solution teamMaintain balance between potentially conflicting needs of various stakeholdersThe Negotiator Consensus & Agreement Building Help others reach agreement around a project or a set

15、 of ideasTake on contentious issues or entrenched interests to bring about a beneficial resolutionNegotiation: Negotiation: Ensuring win-win solutions when two parties start from different positionsConsensus and Agreement Building:Consensus and Agreement Building: Working together, assisting others,

16、 to reach a common understanding and commitmentConflict Management:Conflict Management: Bringing disagreements into the open to help diffuse themTrainingPower CommunicationsCommunicate effectively with team members, manage client expectations to reach consensus & to ensure successful project out

17、comesUtilize 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 stakeholdersHandle objections effectivelyUnderstand Emotional Int

18、elligence and how it applies to self management and effective communicationThe Artist / Architect“Solutions often include a systems development component but may also consist of process improvement or organizational changeThe BA contributes to the successful solution of the problemThe Artist / Archi

19、tectModelingData ModelingData ModelingDevelop an accurate representation of the business information needsProcess ModelingProcess ModelingDevelop an accurate representation of the business processesFunctional / User-Centered DesignFunctional / User-Centered DesignDemonstrate and apply knowledge of u

20、sability factors and techniquesProfile targeted user groups to understand who will be using the productTrainingBusiness Process ModelingDescribe the various methods of modeling business processesCreate business process models based on case study examplesAnalyze the process models for gaps, process i

21、mprovements, and strategic significanceTrainingUser Centered DesignDefine user-centered designExplain the eight steps to web-design & the rules for good designDefine effective web navigation and page layoutDescribe web accessibilityList the key elements of usability testingTrainingData ModelingD

22、escribe data modeling & when to use itIdentify different data modeling deliverables & how they fit into the processDefine high-level data definition & detail data specificationThe PlannerOr “Requirements ManagerThe BA is the “project manager of the requirements activitiesThe BA needs to

23、plan & manage his/her activities to ensure a successful outcome within the identified project constraintsThe PlannerRequirements Planning & Management Assure the clients requirements for products or systems are accurately identified, captured, and tracked throughout the project life cyclePla

24、nningPlanningDefine, organize and schedule requirements management activities in a way that is consistent with the organizations culture and standardsManageManageExecute planned requirements management activities while remaining flexible to changing requirements and project deadlinesTrainingProject

25、Management FundamentalsDefine requirements scope & objectivesDescribe tasks & activities required to meet the objectivesEstimate resources required to complete tasksSchedule tasks & activitiesMonitor & modify plan as requiredThe Communicator Or “TranslatorThe BA draws out the needs o

26、f the various stakeholders, captures them in the form of a document & feeds it back for validation & agreementThe Communicator Verbal & Written Communications Verbal communicationVerbal communicationUse discussion, conversations and interviews to further understandingSpeak clearlyActivel

27、y listenWritten communicationWritten communicationCreate clear, complete and useable documentation to support the requirements management process and to report findings to other stakeholders TrainingA few courses contribute to the development of this roleWriting Effective Use CasesDescribe the proce

28、ss, methods, steps & questions to use when employing a Use-Case driven approach to gathering and defining requirementsWriting Detail Requirements SpecificationsDescribe how to decompose the features & functions from the High Level Requirements Document into a Detailed Requirements Specificat

29、ionThe DiplomatCombination of other rolesFacilitatorNegotiatorPlannerArtist / ArchitectThe BA ensures the client is satisfied with the solutionThe DiplomatClient Relationship ManagementEstablish & maintain a positive working relationship with the clientConsider or anticipate the needs of the cli

30、ent throughout the requirements process Have insight and appreciation of client needs, priorities, goals & competitive advantageTrainingA synthesis of the training provided for the other roles contributes to the development of this skillFacilitating Client RequirementsPower CommunicationsProject

31、 Management ModelingThis role develops with maturityThe Expert / Consultant“To help determine solutions to business problemsThe BA needs to understand the:BusinessIndustryCompetitionThe Expert / ConsultantProfessional Knowledge Understand key business fundamentals, industry levers & the drivers

32、of the financial health and viability Demonstrate working knowledge of the business/organization & of software and application development best practicesTrainingThis role develops with experience, maturity & an increased understanding of the industryFormalized training would be industry spec

33、ificThe StrategistThink outside of the “boxSee both the “forest & the “treesThe StrategistStrategic Business PlanninglDevelop, link and communicate long-range visions, goals or plans to support achievement of business goalslTranslate visions & strategies into tactical planslAlign Current Act

34、ions with organizations strategic goalslThink in future-oriented termslUnderstand external impact on internal strategylPlan actions to fit strategy & handle external eventsTrainingAs with the Consultant or Expert role, the Strategist develops with experience, maturity & an increased understanding of the industryRevolutionaryBy contributing to a solution, the BA introduces changeThe BA helps manage the impact of the changeThe RevolutionaryOrganizational Change ManagementDiscover & define areas for changeConduct impact analysesActively champion the cause for change TrainingOr