'Analysis in Outsourcing Company - Case Studies by Jekaterina Lebedeva, Anna Brikmane, LV
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'Analysis in Outsourcing Company - Case Studies by Jekaterina Lebedeva, Anna Brikmane, LV






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'Analysis in Outsourcing Company - Case Studies by Jekaterina Lebedeva, Anna Brikmane, LV 'Analysis in Outsourcing Company - Case Studies by Jekaterina Lebedeva, Anna Brikmane, LV Presentation Transcript

  • Business Analysis in Outsourcing Company November 6, 2013 Experience Report
  • About Us  C.T.Co Ltd. is a Europe-oriented IT solutions and services provider  C.T.Co Ltd. has extensive experience serving large companies in the financial services industry:  Insurance and Reinsurance  Banking  C.T.Co Ltd. is a project-oriented organization page 2
  • Kate Alighieri Pyramid © – A Journey from Inferno to Paradiso  Paradiso: a project setup when Company BSAs work directly with clients  Purgatorio: a project setup when Company BSAs work with BAs on customer side  Inferno: BSA efforts and body are sold, but the purpose is vague. Good sample would be reverse engineering for a maintained/legacy project Protean Wheel of Fortune: set of factors that  impact your location within Pyramid page 3
  • Protean Wheel Drivers Reasonable Factors Company Strategic Plans Analyst’s (BSA) Skills and Techniques Underlying Competences Trustworthiness Leadership Communications Skills Real Factors All the factors above may fail due to various reasons, so you may find yourself in Inferno or Paradiso one day page 4
  • Not on top of the Alighieri? So what? Keep calm… Locate yourself on a pyramid Stakeholder Analysis Force Field Analysis If at first you don’t succeed try, try and try it again Keep repeating useful consoling Proverbs… It’s better to light a candle than curse the darkness Who has never tasted bitter, knows not what is sweet page 5
  • Project Setup: Paradiso Business Analysis Planning and Monitoring Some Advantages  Possibility to create more refined Plans for analytical activities  Reducing the lack of clarity in the scope Some Challenges  Status Reports for various stakeholders (Company, Customers) Risk Mitigation Hint – agree and include into Requirement Management Plan, reduce the formalities where feasible  Advanced spectrum of responsibilities for Lead BA Risk Mitigation Hint – delegate, create guidelines, establish rapport and trust with PM page 6
  • Project Setup: Paradiso Requirements Elicitation Some Advantages:  No multiple intermediaries, less room for misinterpretation, garbled visions, ability to have early involvement of business stakeholders Analysis in Outsourcing Company - Case Studies  Advanced spectrum of Elicitation Techniques Some Challenges:  Every technique could be more efficient, but more sophisticated/demanding to apply Risk Mitigation Hint => careful selection of Elicitation Techniques  Number/count of stakeholders increased, risk of getting too many requirements (often controversial ones), Business do not know precisely what they want  Risk Mitigation Hint => attention on Stakeholder Analysis, identify Gate Keepers, create and agree on conceptual/vision documents page 7
  • Project Setup: Paradiso Requirements Analysis Some Advantages  Proximity to Product Owners enables to produce low fidelity requirements model in a reasonable time Some Challenges  High fidelity model – detailed and refined specifications are expected to be produced as a result of analysis (expectations from IT personnel) prior to project stage despite the fact that the projects are supposed to function in Agile mode Risk Mitigation – manage expectations, define “the doneness” of the specifications – what is considered “enough to start development and design tests”, work on iterative basis and work to promote iterative approach on requirements analysis/give a big friendly hand to prioritization page 8
  • Project Setup: Paradiso  Requirements Management and Communication: artifacts storage/traceability might be the challenges at earlier elaboration stages. Once solved become a bliss and salvation for the ongoing work. Strong synchronization with IT stakeholders required (QA, Software Architecture, Development), working in triage mode Analysis in Outsourcing Company - Case Studies  Enterprise Analysis: more clear understanding the place for the future application, business processes not fully hidden from Analyst Solution Assessment and Validation: less risk to develop what is not  required due to possibility to demonstrate to business/conduct FATs and UATs page 9
  • Artifacts  Agreement on artifacts:  Surprise! Some artifacts could be provided/developed by customer for document analysis  Typical project artifacts that could be maintained solely by customer business expert or together with BSA: Analysis in Outsourcing Company - Case Studies  Glossary  Data Dictionary  Business Processes  Reference Data Values  High-level business requirements/Conceptual documents page 10
  • Data Dictionary/Data Catalogue Sample page 11
  • Reference Value/Common Codes sample page 12
  • Business Requirements Sample page 13
  • Project Setup: Purgatorio Business Analysis Planning and Monitoring Some Advantages:  Possibility to have some initial analysis plans (high-level plans)  Possibility to do stakeholder analysis from both sides (BSA and customer BA) Some Challenges:  Insensitivity of sample size (drawing of faulty conclusions based on small samples)  Coordinating the analysis plans  Distributed teams, cultural diversities, mental models Risk Mitigation  Constantly communicate and work on common plans  Contribute to creation and maintenance of a non-judgemental environment  Obtain project management support, understand the place of analysis plans in overall project plans page 14
  • Project Setup: Purgatorio Requirements Elicitation Some Advantages:  Major/significant part of activities are often done by Business Analysts on customer side Some Challenges:  Conflicting requirements from different stakeholders  Unspoken or assumed requirements  Difficulty gaining access to the right stakeholders Risk Mitigation  Continually motivate BSA and external BAs to communicate and cooperate with each other. page 15
  • Project Setup: Purgatorio Requirements Analysis Some Advantages:  Having business requirements ready, some business specifications may be ready for detailed/system analysis Some Challenges:     Balancing with Software Architecture to be in line with requirements Managing Expectations with QA/Testing Team Coordinating the analysis plans Distributed teams, cultural diversities, mental models Risk Mitigation  Communicate and constantly synchronize with Architects, work on your communication skills - be polite and assertive  Make Use Case/Feature meetings with involved personnel (triage BADEVQA)  Contribute to creation and maintenance of a non-judgemental and friendly environment  Work with Terminology – have a common Glossary in the project page 16
  • Project Setup: Purgatorio Requirements Management and Communication Some Advantages  Already existing collaboration tools on customer side Some Challenges  Multiple tools to store documentation artifacts (requirements package)  Vague traceability structure  Requirements’ package review on client side – time constraints/too complex models  A lot of change requests and it is more challenging to elicit the real need behind the CR due to intermediaries Risk Mitigation Hints  Revise/check the traceability – is it possible to go from business requirement till more detailed/system specifications  Conduct requirements presentations instead of sending lengthy documents  Explain the necessity of sign-off (at least partial) page 17
  • Project Setup: Purgatorio: Enterprise Analysis & Solution Assessment and Validation Some Advantages  Typically done on customer side/not required from our company Some Challenges  Option #1: “Big picture” is not visible, almost hidden  Option #2: Not totally hidden, but still vague Risk Mitigation Hint No explicit hints, skillful elicitation & underlying competencies are required to get more information on business processes when required  More attention to review and sign-off should be paid  page 18
  • Project Setup: Purgatorio: Solution Assessment and Validation Some Advantages  Having a hidden force - great QA team within company finding a lot of tricky test scenarios and identifying gaps  Participate in a demo sessions with business (upon agreement with business people) Some Challenges  QA teams are very productive - bombarding BSAs with test scenarios/review/document tasks Risk Mitigation Hint  Establishing cooperation mode with QA team – agree on review cycles /overall cooperation to function in efficient mode  BSA’s participation in FAT/UAT as a person who communicates and clarifies requirements, contribution of BSAs to acceptance criteria in the form of testing primers  Explaining the notion of “business case” – prioritization aspects/what actually happens from business side page 19
  • Project Setup: Inferno Some Advantages:  Could be less stressful in a very beginning of assignment  Status updates do not attract much attention (management seems uninterested in the results of BSA’s work – often due to high load on other projects/tasks) Some Challenges:  No clear view on the reasons why BSAs are assigned to the project or opinions highly differ  No counterparty is assigned on customer’s side/no direct connection with the customer  Key stakeholders are not available to share the knowledge Risk Mitigation hints  Work closely with Project Managers on both sides, start with internal PM to define initial scope of activities and their purpose. Ask for help/resources to organize short interviews with key people  Interview key stakeholders identifying gaps in existing requirements/systems  Do not rush immediately into elicitation and analysis activities once the first target is identified  Pay attention to analysis plans first  Pay attention to the skill set – be not afraid to ask for additional resources and if those cannot be provided report it as a risk  Get out of Inferno – either the Protean Wheel will lift the project to Purgatorio page 20 or Paradiso or consider changing the project
  • Recommended Reading Business Analysis & Leadership. Influencing Change ed. by P. Pullan , J. Archer T. P. Wise Trust in Virtual Teams M. Scannel, M. Abrams et al. The Big Book of Virtual Team Building Games N. M. Setle-Murphy Leading Effective Virtual Teams Agile Extension to the Babok page 21
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