Gathering And Documenting Your Bi Business Requirements

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Business requirements are critical to any project. Recent studies show that 70% of organisations fail to gather business requirements well. What is worse is that poor requirements can lead a project to over spend its original budget by 95%.

Business Intelligence and Performance Management projects are no different. This session will provide a series of tips, techniques and ideas on how you can discover, analyse, understand and document your business requirements for your BI and PM projects. This session will also touch on specific issues, hurdles and obstacle that occur for a typical BI or PM project
• The importance of business requirements and a well defined business requirements process
• Understanding the difference between a “wish-list” or vision and business requirements
• The need and benefits of having a business traceability matrix

Start your BI projects on the right foot – understand your requirements

Gathering And Documenting Your Bi Business Requirements

  1. 1. Gathering Business Requirements Nikita Atkins (nikita.atkins@au1.ibm.com)
  2. 2. Why?
  3. 3. > Companies that have poor requirements practices will be on budget less than 20% and 50% of the time the project will experience massive time and budget overruns. Companies that fall into this category will spend, on average, $5.87 million for that $3 million project. That is a 95% increase in budget. > 60% of system errors are due to inadequate specification and design > Top 3 reasons out of 10 that systems fail to meet cost and schedules is because of requirements: • Changes in Requirements, • Inadequate Requirement Specification and • Lack of user input
  4. 4. > 56% of errors in installed systems due to poor communication between user and development during requirements development > 82% of staff time (especially IT staff) is spent correcting requirements errors in installed systems > 24-40% of a project’s budget consumed due to requirements errors
  5. 5. Cost to Repair a Defect or Error > Requirements = $500 - $1000 > Design = $2,500 > Build = $5,000 > Unit Test = $10,000 > UAT = $25,000 > Maintenance = $100,000
  6. 6. Why Requirements for BI is so Difficult > Broad Objectives and Endless Possibilities > Hard and Soft Deliverables > Identifying Start and End Point > Ever Changing Scope
  7. 7. Mistake 1: Just Another IS/IT Project > Common but dangerous mistake • IS/IT start with Technical Requirements • Information • Tools and Software • BI start with Business Requirements • Alignment and Governance • People, Processes and Culture • Support, SLAs and Capabilities • Fully engage business stakeholders • Large amount of “unknowns”
  8. 8. Mistake 2: Traditional Requirements Give employees what they need not what they want • Strategic Goals & Objectives • Role and Responsibilities • Key Performance Indicators • Tools and Enablers • Industry Best Practices • Decisions and Questions • Rewards and Incentives
  9. 9. Mistake 3: Using Wrong Jargon > Using unnecessary, vague or complex jargon when communicating & gathering requirements • Employees instead of Users • Software purpose instead of name • Process instead of department name > Business Metadata
  10. 10. Mistake 4: Don’t Manage Project Scope > What is in and out of scope > Scope too large > No defined end point > Don’t forget the 3 legged stool: • Scope (Quality) • Time • Resources
  11. 11. Mistake 5: Making Documents too Complex Complex Requirements Documents = Complex Project = Too Hard Basket? • Simple template • Line items and cross references • Visualisation tools • Requirements traceability matrix • Drill-through matrix
  12. 12. Mistake 6: Not Understanding Prerequisites Mixing up Program and Project Requirements • Finite beginning and end • Build and implement something • Support business processes • Scope • Standards
  13. 13. Mistake 6: Not Understanding Prerequisites Strategic Plan Business Case Project Charter Business Strategic Goals BI Roadmap Scope Statement Requirements Strategic Program Project Requirements Planning Roadmap Scope Program of Work Req. Analysis Vision Standards Business Model Use Cases Strategy BICC Context Specifications Objectives Governance Processes Architecture
  14. 14. Mistake 7 – Not Having A Clear Methodology > Elicitation - Gather, Draw Out, Extract > Analysis - Refining, Understanding, Decomposing > Specification - Consistent, Accessible and Reviewable Documentation > Validation - Correct, Quality, Test Cases, Correct Ambiguities and Vagueness
  15. 15. IBM Cognos Solution Implementation Methodology (SIM)
  16. 16. Mistake 8 – Not Having Traceability > Source Systems > Metrics and KPIs > Dimensions > BI and Reporting Objects > Training > Documentation > Any Deliverables
  17. 17. Keys to Requirements Traceability > Unique Numbering > Cross Referencing > Referred To During Project > Key To Testing > Simple to Understand > Easy to Search For
  18. 18. Mistake 9 – Not Linking to Testing Usability, Data Quality, Operational Readiness User Business Requirements Verify Acceptance Testing Business Analysts Business Users System Design Testing Application, BAs / Developers BAs / Developers Integration, Performance Component Development Testing Developers Developers Scorecards, Dashboards, Cubes, Reports, Models & DW
  19. 19. Mistake 10 – Know Your Tools Requirements • Brainstorming • Domain Models • Requirements • Quality Review • Document • Use Cases Document • Peer Review Analysis • User Stories • Technical • Customer Review • Focus Groups • Process Models Requirements • IT Review • Interface Analysis • Interface Designs • Non-Technical • Project Sponsor • Interviews • Workflow Models Requirements • Phase Gate • Models • Business Rules • Requirements • Requirements • Manuals • Metrics Dictionary Attributes Presentation • Observations • Business Glossary • Prioritisation • Prototyping • Data Dictionary Matrix • Reverse • Risk Assessment • Risk Management Engineering • Value Mapping Plan • Surveys • Change • Workshops Management Plan Elicitation Analysis Specification Validation
  20. 20. Cognos Professional Services – The Enablers Solution Planning Services Solution Implementation Services Project Guardian Assist Services Services Services Business Improvement Services
  21. 21. Related Reading > Business Analysis Essential Library • Professionalizing Business Analysis: Breaking the Cycle of Challenged Projects • The Business Analyst as Strategist: Translating Business Strategies into Valuable Solutions • Unearthing Business Requirements: Elicitation Tools and Techniques • Getting it Right: Business Requirement Analysis Tools and Techniques • The Art and Power of Facilitation: Running Powerful Meetings • • From Analyst to Leader: Elevating the Role of the Business Analyst

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