F O C U S   Q U A L I T Y            E X P E R I E N C E




           The Emerging Certified
    Business Analysis Profe...
Agenda

 Challenges BAs face
 The BA: A key role
 The Business Analyst role is being recognized
 The future of the Busines...
Exciting Time to be a BA!
Challenges BAs Face
               Lack of organizational
               understanding of their role
               No sta...
A Key Role
                The BA is
  “Requirements Communications Central:”

  Project
  Manager                        ...
A Key Role
 The Business Analyst has been described as an
 “agent of change”
 The BA holds a unique role:
   Enterprise-wi...
A Key Role
 Now more than ever, industry emphasis on:
   Scope definition and change management
   Requirements elicitatio...
The BA Role is Being
Recognized
                Studies continually show that
                poor requirements are a caus...
Requirements Failures

 66% of software projects are not expected to finish
 on time and on budget
 Completed projects hav...
Outsource/Offshore
Strategies
 Obtaining goods or services by contract from an
 outside source
 Recent Results:
   Impacts...
IT Specialization

 Roles continue to specialize as software
 development professionals become more
 sophisticated
 Histor...
Complex Maintenance
Projects
  Most business areas have some process
  automation so business changes involve
  maintenanc...
Customer Focus

 72% of CIOs surveyed by CIO Magazine said their
 number one priority is to improve the customer
 relation...
Quality Initiatives

 Capability Maturity Model Integration
   Process improvement approach
   Rigorous, testable, leveled...
Quality Initiatives

 Six Sigma
   Developed by Motorola engineers
   Identifies improvement points that have greatest eff...
The Future of the BA
 Role/title will solidify; increased demand for
 certification of skills/competency
 Ratio of Busines...
The Future of the BA Role

 Only 10% of CIOs surveyed by CIO Magazine said
 that technical proficiency is an important ski...
The Future of the BA Role

 BA to executive management
   Top IT Exec’s Most Important Personal Attributes
     Leadership...
The Future of the BA Role

“Professions, by definition, rely on a body of
theoretical and practical knowledge, often built...
The IIBA

           Vision: The world's leading
           association for business
           analysis professionals


 ...
IIBA Goals

             Create and develop awareness
             and recognition of the value
             and contribut...
What is the BABOK?

                     Captures the sum of
                     knowledge within the
                   ...
The BABOK
Enterprise Analysis




                      "A leader's job is to look into the
                             future, and...
Enterprise Analysis

 Purpose
   Understand the big picture
         Capture the view of the business
         to provide ...
Enterprise Analysis

                      Inputs
                        Business Strategic Plan
                        ...
Requirements Planning and
Management


• Vision without action is a
  daydream. Action without
    vision is a nightmare.
...
Requirements Planning and
Management
              Purpose
                Specify how the business analysis
             ...
Requirements Planning and
Management
 Inputs
    Business Environment
    Analysis
    Enterprise Requirements
    Scope
 ...
Requirements Elicitation




                     “Seek and ye shall find!”
Requirements Elicitation

 Purpose
   Elicit requirements from various
   stakeholder groups
         Identify the tasks, ...
Requirements Elicitation

                     Inputs
                       List of Stakeholders
                       E...
Requirements Analysis and
Documentation



"Countless, unseen details
     are often the only
    difference between
     ...
Requirements Analysis and
Documentation
                Purpose
                  Analyze the data
                       ...
Requirements Analysis and
Documentation
 Inputs
   Enterprise Requirements
   Scope
   A bunch of requirements
 Outputs
  ...
Requirements Communication



                   Think like a wise man but
                       communicate in the
     ...
Requirements Communication
  Purpose
    Communicate the outcome
          Present & communicate
          requirements to...
Requirements Communication
                Inputs
                  Requirements package
                  Notes from requ...
Solution Assessment &
 Validation


"Greatness is not in where we
  stand, but in what direction
  we are moving. We must ...
Solution Assessment &
Validation
                 Purpose
                   Ensure the best solution is
                 ...
Solution Assessment &
Validation
 Inputs
   Prioritized, approved requirements
   High level understanding of technology
 ...
Fundamentals

               "Every morning in Africa, a
                gazelle wakes up. It knows it
                  m...
Fundamentals

 Purpose
   Ensure an effective business
   analysis resource
      Defines the general competencies,
      ...
Overview of CBAP Program

 CBAP: Certified Business Analysis Professional
 CBAP program designed to comply with ISO and
 A...
Requirements to Sit for
the Exam
 5 years (7500 hrs) of business analysis work
 experience in the last ten years
 Document...
Certification Process

  Submit to IIBA Certification Manager at least two
  months prior to exam:
    Completed CBAP appl...
Certification Process

If approved:
   Receive eligibility letter indicating date and location
   of the exam
   Notify II...
Certification Process

 Candidates who pass will be notified and may use
 CBAP designation.
 Candidates who fail may re-ta...
Upcoming Exam Schedule

Exam Date                            Application Deadline
  London, UK – ppd Fall 2007           T...
CBAP Application

 Personal Information: Name, contact info, IIBA
 member data
 Company Information: Name, size and primar...
CBAP Application

 Knowledge area expertise: Complete a task survey
 related for 4 of the 6 knowledge areas and
 underlyin...
CBAP Exam Format

 150 Questions
 Questions created follow Bloom’s Taxonomy
 All questions are multiple choice with one co...
CBAP Exam Format
         KNOWLEDGE AREA                   PERCENTAGE of
                                             QUES...
CBAP Exam Prep

 Read the BABOK
 Start a study group
 Take a BA training course
 Be prepared to draw from your experience
...
Conclusion

 The future looks great for Business Analysts
 Get involved in the IIBA to help promote the role
 Get involved...
About B2T Training

 We offer a systematic approach to learning how to
 perform as a BA
   Great mix of lecture discussion...
About B2T Training

 Course offerings
   Essential Skills for the Business Analyst
   Detailing Business Data Requirements...
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The Emerging Certified Business Analysis Professional

  1. 1. F O C U S Q U A L I T Y E X P E R I E N C E The Emerging Certified Business Analysis Professional Jonathan “Kupe” Kupersmith, CBAPTM, Director, Business Analysis B2T Training President, Greater Atlanta IIBA Chapter
  2. 2. Agenda Challenges BAs face The BA: A key role The Business Analyst role is being recognized The future of the Business Analyst The IIBATM Demystifying the BABOKTM Overview of CBAPTM exam program
  3. 3. Exciting Time to be a BA!
  4. 4. Challenges BAs Face Lack of organizational understanding of their role No standard format for requirements documentation, no standard development methodology Solutions have been chosen before the analysis is complete Not enough time for requirements
  5. 5. A Key Role The BA is “Requirements Communications Central:” Project Manager Technical Team Member Technical Subject Matter Team Member Business Expert Analyst Subject Matter Expert Business Subject Matter Information Expert
  6. 6. A Key Role The Business Analyst has been described as an “agent of change” The BA holds a unique role: Enterprise-wide awareness Understanding of the business problem or opportunity High-level and detailed project knowledge Business Analyst toolkit
  7. 7. A Key Role Now more than ever, industry emphasis on: Scope definition and change management Requirements elicitation and management Process improvement and reusability Validation and verification A “do more with less” directive
  8. 8. The BA Role is Being Recognized Studies continually show that poor requirements are a cause of project failure Outsourcing of development - only successful with excellent requirements IT roles continue to specialize A lot of maintenance projects on complex, integrated systems Focus on customer facing software (websites) Quality initiatives
  9. 9. Requirements Failures 66% of software projects are not expected to finish on time and on budget Completed projects have only 52% of proposed functionality 82% of projects have time overruns Average cost overrun – 43% over budget Source: 2003 Standish Chronicles
  10. 10. Outsource/Offshore Strategies Obtaining goods or services by contract from an outside source Recent Results: Impacts US programmer jobs Increases focus on detailing requirements
  11. 11. IT Specialization Roles continue to specialize as software development professionals become more sophisticated Historically business analysis has been performed by PMs, systems analysts, developers, business users As a result the BA role emerges
  12. 12. Complex Maintenance Projects Most business areas have some process automation so business changes involve maintenance projects. Software applications are large and complex with many interfaces Analyzing the impact of a change is critical
  13. 13. Customer Focus 72% of CIOs surveyed by CIO Magazine said their number one priority is to improve the customer relationship. Working closely with internal business customer Working on strategic business issues Managing stakeholders
  14. 14. Quality Initiatives Capability Maturity Model Integration Process improvement approach Rigorous, testable, leveled ISO 9000 International Organization for Standardization Worldwide standards for conformity and organizational practice
  15. 15. Quality Initiatives Six Sigma Developed by Motorola engineers Identifies improvement points that have greatest effect on bottom line Sarbanes-Oxley (SOX) US Legislation HR 3762-2 Requires strict financial and IT controls
  16. 16. The Future of the BA Role/title will solidify; increased demand for certification of skills/competency Ratio of Business Analysts to Programmers will increase Increasing expectation of quality requirements The scope of the BA’s work will increase Shift from software requirements to solution requirements
  17. 17. The Future of the BA Role Only 10% of CIOs surveyed by CIO Magazine said that technical proficiency is an important skill to be successful. The most important personal skills: Communication – 70% Understanding the Business – 58%
  18. 18. The Future of the BA Role BA to executive management Top IT Exec’s Most Important Personal Attributes Leadership ability – 50% Strategic thinking – 39.9% Business understanding – 39.5% Communication skills – 31.6% Source: 2007 CIO Insight magazine, Survey for CIOs
  19. 19. The Future of the BA Role “Professions, by definition, rely on a body of theoretical and practical knowledge, often built up over generations. That body of shared knowledge is the foundation that allows a profession’s practitioners to confront the issues they face with a common language. By applying theory and experience, they can work together to develop new best practices as challenges arise.” Source: ComputerWorld.com Written by: Michael Hugos, Principal, Center for Systems Innovation and author
  20. 20. The IIBA Vision: The world's leading association for business analysis professionals Mission: To develop and maintain standards for the practice of business analysis and for the certification of its practitioners
  21. 21. IIBA Goals Create and develop awareness and recognition of the value and contribution of the role of the business analysis professional Define the BABOK Define the business analysis profession by providing certification to its members Provide a forum for knowledge sharing
  22. 22. What is the BABOK? Captures the sum of knowledge within the business analysis profession Associated skills, activities & tasks Reflects currently accepted practices Owned & enhanced by the professionals who apply it
  23. 23. The BABOK
  24. 24. Enterprise Analysis "A leader's job is to look into the future, and to see the organization not as it is…but as it can become."
  25. 25. Enterprise Analysis Purpose Understand the big picture Capture the view of the business to provide context Support initiatives & long-term planning Includes strategic planning, business case development, cost/benefit analysis, feasibility studies Value Provides a context/foundation on which to evaluate all future issues & challenges
  26. 26. Enterprise Analysis Inputs Business Strategic Plan Strategic Goals Outputs Business Architecture Feasibility Study Business Opportunity Scope Statement Business Case Initial Risk Assessment
  27. 27. Requirements Planning and Management • Vision without action is a daydream. Action without vision is a nightmare. • ~Japanese Proverb
  28. 28. Requirements Planning and Management Purpose Specify how the business analysis team will conduct its business analysis activities over the life of the project Value Ensures a common understanding across the requirements team Specifies tools, resources & contributors & ensures availability Allows for monitoring & addressing of requirements challenges Coordinates with other project work Ensures changes are captured correctly and consistently
  29. 29. Requirements Planning and Management Inputs Business Environment Analysis Enterprise Requirements Scope Feasibility Study Outputs Project team list Project stakeholder analysis Work Breakdown Structure Communications Tools Process definition for requirements change Metrics/governance process for requirements
  30. 30. Requirements Elicitation “Seek and ye shall find!”
  31. 31. Requirements Elicitation Purpose Elicit requirements from various stakeholder groups Identify the tasks, knowledge & techniques for capturing the requirements Value Defines the broad classifications of requirements (e.g., functional, usability, non-functional, constraints) Describes the various techniques used to elicit requirements, for example:
  32. 32. Requirements Elicitation Inputs List of Stakeholders Enterprise Requirements Scope Work Breakdown Structure Outputs Requirements
  33. 33. Requirements Analysis and Documentation "Countless, unseen details are often the only difference between mediocre and magnificent."
  34. 34. Requirements Analysis and Documentation Purpose Analyze the data Define the methods, tools & techniques used to structure the raw data collected during requirements gathering Identify gaps in the information Define the capabilities of the solution Value Transforms the business need into clearly described capabilities Provides the foundation for selecting the best alternative among the solution options
  35. 35. Requirements Analysis and Documentation Inputs Enterprise Requirements Scope A bunch of requirements Outputs Requirements Package
  36. 36. Requirements Communication Think like a wise man but communicate in the language of the people. ~ William Butler Yeats (1865 - 1939)
  37. 37. Requirements Communication Purpose Communicate the outcome Present & communicate requirements to all stakeholders & implementers of the project Bring the group to consensus & gets approval Value Presents the requirements in a format & structure that is appropriate for its intended audience Brings the various stakeholders to a common understanding Formalizes agreement
  38. 38. Requirements Communication Inputs Requirements package Notes from requirements gathering sessions Project stakeholder analysis Outputs Enterprise requirements scope changes Amendments to requirements Outstanding requirements issues Signoff and/or approval of requirements or requirements package
  39. 39. Solution Assessment & Validation "Greatness is not in where we stand, but in what direction we are moving. We must sail sometimes with the wind and sometimes against it - but sail we must and not drift, nor lie at anchor." - Oliver Wendell Holmes
  40. 40. Solution Assessment & Validation Purpose Ensure the best solution is chosen Value Articulates how the business analysis professional should work with the other project team members to design and produce the solution Identifies the approach to evaluating alternative solutions once requirements have been formally signed off
  41. 41. Solution Assessment & Validation Inputs Prioritized, approved requirements High level understanding of technology potential and constraints Organization’s RFP/RFQ standards Technology solutions options QA Standards and procedures Outputs RFP/RFQ Solution design Description of software release / phases Employee procedure documentation Employee training Assessment of solution usability High level requirements for next release
  42. 42. Fundamentals "Every morning in Africa, a gazelle wakes up. It knows it must run faster than the fastest lion or it will be killed...every morning a lion wakes up, it knows it must outrun the slowest gazelle or it will starve to death. It doesn't matter whether you are a lion or a gazelle...when the sun comes up, you'd better be running."
  43. 43. Fundamentals Purpose Ensure an effective business analysis resource Defines the general competencies, skills, techniques or knowledge needed to effectively perform business analysis but are not unique to business analysis Value Articulates non-specific professional skills that are necessary in order for a business analysis professional to be successful in performing his/her role
  44. 44. Overview of CBAP Program CBAP: Certified Business Analysis Professional CBAP program designed to comply with ISO and ANSI standards Candidate must demonstrate required knowledge and competencies of a Business Analyst as defined by IIBA in the BABOK Membership in IIBA not required Certification provides benefits to the individual and to the employer/client/customer
  45. 45. Requirements to Sit for the Exam 5 years (7500 hrs) of business analysis work experience in the last ten years Documented experience and expertise in at least four of the six knowledge areas of the BABOK A high school or equivalent education 21 hours of professional development in the last four years directly related to business analysis or the underlying fundamentals Two professional references
  46. 46. Certification Process Submit to IIBA Certification Manager at least two months prior to exam: Completed CBAP application form Two completed sealed recommendations Signed CBAP code of conduct agreement CBAP exam special accommodation form if needed Application fee - $450 for IIBA members, $575 for non-members
  47. 47. Certification Process If approved: Receive eligibility letter indicating date and location of the exam Notify IIBA to reschedule Required to sit within one year of approval If not approved: IIBA will inform of reason and return application fee less administrative fee of $125 May re-apply in three months after remedying reasons for rejection
  48. 48. Certification Process Candidates who pass will be notified and may use CBAP designation. Candidates who fail may re-take once within the one-year period after waiting at least three months Fee to re-take is $250 for IIBA members and $375 for non-members After one year, you must re-apply Candidates whose applications are audited must provide validation documentation as requested by IIBA
  49. 49. Upcoming Exam Schedule Exam Date Application Deadline London, UK – ppd Fall 2007 TBD Atlanta, GA – June 19, 2007 April 30, 2007 Minn., MN – June 26, 2007 May 7, 2007 Houston, TX – June 28, 2007 May 7, 2007 Sydney, Aus – Aug. 07, 2007 June 15, 2007 Melbourne, Aus –Aug. 08, 2007 June 15, 2007 Boston, MA – November 1, 2007 Sept. 7, 2007 Vancouver, BC – November 8, 2007 Sept. 17, 2007 Chicago, IL – November 13, 2007 Sept. 21, 2007 San Francisco CA – Oct. 18, 2007 August 27, 2007
  50. 50. CBAP Application Personal Information: Name, contact info, IIBA member data Company Information: Name, size and primary business activity Work Experience: project dates and description contact information of someone who can verify the project and your work organizational info total hours on the project, description of your business analysis activities (tasks and deliverables)
  51. 51. CBAP Application Knowledge area expertise: Complete a task survey related for 4 of the 6 knowledge areas and underlying fundamentals covered in the BABOK Education history Professional development: Information related to training meeting the necessary 21 hours of professional development
  52. 52. CBAP Exam Format 150 Questions Questions created follow Bloom’s Taxonomy All questions are multiple choice with one correct answer The exam is based on Version 1.6 of the BABOK You are given 3.5 hours to take the exam
  53. 53. CBAP Exam Format KNOWLEDGE AREA PERCENTAGE of QUESTIONS Introduction and Enterprise Analysis 22.0 Requirements Planning & Management 22.7 Requirements Elicitation 18.7 Requirements Analysis & Documentation 20.7 Requirements Communications 10.7 Solution Assessment & Validation 5.3 Fundamentals Incorporated into the other knowledge areas
  54. 54. CBAP Exam Prep Read the BABOK Start a study group Take a BA training course Be prepared to draw from your experience A large part of the certification is your application Get a good night’s rest
  55. 55. Conclusion The future looks great for Business Analysts Get involved in the IIBA to help promote the role Get involved in the IIBA to help promote your career It is up to us The better we understand and perform, the profession will gain credibility
  56. 56. About B2T Training We offer a systematic approach to learning how to perform as a BA Great mix of lecture discussion and hands on exercises Our focus is training BA’s All of our instructors are practicing BAs Our small class sizes allow for in-depth discussion and personal attention We offer an application-based certification
  57. 57. About B2T Training Course offerings Essential Skills for the Business Analyst Detailing Business Data Requirements Detailing Process and Business Rule Requirements Facilitating Requirements for Business Analysts Requirements Validation Advanced Business Analysis Techniques IIBA CBAP Prep Study Guide – Coming in July For more info got to www.b2ttraining.com

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