International Institute of Business Analysis The Evolving Role of the Business Analyst August 2008

Our Sponsor – Forte Solutions Group The IIBA ™ would like to thank Forte Solutions Group for sponsoring our first webinar www.theiiba.org © 2008, International Institute of Business Analysis With more than 40-years of cumulative experience, Forte Solutions Group is a unique boutique consulting firm specializing in Business Analysis and Initiative Management for Strategic and Project-based initiatives for Commercial and Government sector clients.

The IIBA ™ would like to thank Forte Solutions Group for sponsoring our first webinar

International Institute of Business Analysis The Evolving Role of the Business Analyst : Our Next Super Hero! August 2008

Discussion Points Why Now – the case for Business Analysis? Who is the Business Analyst? Where is the Profession Heading? What does it mean to you? www.theiiba.org © 2008, International Institute of Business Analysis

Why Now – the case for Business Analysis?

Who is the Business Analyst?

Where is the Profession Heading?

What does it mean to you?

Why Now? The Case for Business Analysis Global Economy – resources, competition Right-sourcing – core competencies, supply chain Integrated Organizations – focus on customer Just-in-time delivery – no mistakes, reputation Information Technology Spend – operational, strategic, demographic Role of Technology – can do anything www.theiiba.org © 2008, International Institute of Business Analysis

The Case for Business Analysis

Global Economy – resources, competition

Right-sourcing – core competencies, supply chain

Integrated Organizations – focus on customer

Just-in-time delivery – no mistakes, reputation

Information Technology Spend – operational, strategic, demographic

Role of Technology – can do anything

Why Now? www.theiiba.org © 2008, International Institute of Business Analysis For many years, organizations have been designing solutions without a clear understanding of the market need, often with many assumptions Success was hit or miss although the cost of a miss was survivable With the global economy, increased competition and the availability of many alternatives, consumers have come to expect more - and can choose from a variety of alternatives The impacts of a mistake can now be very costly The Case for Business Analysis

For many years, organizations have been designing solutions without a clear understanding of the market need, often with many assumptions

Success was hit or miss although the cost of a miss was survivable

With the global economy, increased competition and the availability of many alternatives, consumers have come to expect more - and can choose from a variety of alternatives

The impacts of a mistake can now be very costly

Why Now? When the delivery does not meet expectation www.theiiba.org © 2008, International Institute of Business Analysis

When the delivery does not meet expectation

It’s about the Deliverable www.theiiba.org © 2008, International Institute of Business Analysis In the beginning… Build Implement Planning Late & Expensive Missing Piece But it is …

It’s about the Deliverable www.theiiba.org © 2008, International Institute of Business Analysis Some Progress was made… Build Implement Testing Poor Quality Missing Piece Plan But it still has …

It’s about the Deliverable www.theiiba.org © 2008, International Institute of Business Analysis Filled in another hole … Build Implement Definition of need Doesn’t solve the problem Missing Piece Plan Test But it still …

It’s about the Deliverable www.theiiba.org © 2008, International Institute of Business Analysis Addressed a BIG gap… Build Implement Plan Test Define Doesn’t Quite fit But it still … The Big Picture Missing Piece

It’s about the Deliverable www.theiiba.org © 2008, International Institute of Business Analysis Et Voilà! … Build Implement Plan Test Describe Define

What is Describe and Define? How an organization works? Why the organization exists? What are its goals and objectives? How does it accomplish those objectives? How does it need to change to better accomplish those objectives or to meet new challenges? It is about defining the scope of solutions www.theiiba.org © 2008, International Institute of Business Analysis Describe Define It is about Business Analysis!

How an organization works?

Why the organization exists?

What are its goals and objectives?

How does it accomplish those objectives?

How does it need to change to better accomplish those objectives or to meet new challenges?

It is about defining the scope of solutions

What is Business Analysis? www.theiiba.org © 2008, International Institute of Business Analysis The set of tasks, knowledge, & techniques required to identify business needs & determine solutions to business problems. Solutions often include a systems development component, but may also consist of process improvement or organizational change. Business Analysis Body of Knowledge ®

What is Business Analysis? www.theiiba.org © 2008, International Institute of Business Analysis Business Analysis Body of Knowledge ® (BABOK ® ) Knowledge Areas Purpose Business Analysis Planning & Monitoring Determine what we need to do Enterprise Analysis Understand the business problem & scope of possible solutions Elicitation Find out what the real needs of our stakeholders are Requirements Analysis Describe the characteristics & qualities of the solution the meets the stakeholder needs Solutions Assessment & Validation Determine whether a particular solution is right for our stakeholders Requirements Management & Communications Ensure that stakeholders agree on what needs to be delivered

Business Analysis Professional The Definition Works as a liaison among stakeholders to elicit, analyze, communicate and validate requirements for changes to business processes, policies, and information and information systems Understands business problems and opportunities in the context of the requirements and recommends solutions that enable the organization to achieve its goals www.theiiba.org © 2008, International Institute of Business Analysis Possible revision in BABOK ® V2 Business analysis is the set of tasks and techniques used to work as a liaison among stakeholders in order to understand the structure, policies, and operations of an organization, and recommend solutions in order to enable that organization to achieve its goals

The Definition

Works as a liaison among stakeholders to elicit, analyze, communicate and validate requirements for changes to business processes, policies, and information and information systems

Understands business problems and opportunities in the context of the requirements and recommends solutions that enable the organization to achieve its goals

Business Analysis Professional www.theiiba.org © 2008, International Institute of Business Analysis Communication Analysis Implementation Skills Consulting Domain Knowledge Facilitation Negotiation Conflict Management Formal (presentation, documentation) Logic Decision Analysis Process & Data Modeling Systems Thinking Relationship Management Strategic Planning Coaching Skills Delegation and Management Skills IT Knowledge Process Change Organizational Change Quality Assurance Project Management Products Processes Markets Systems Core Competencies

Facilitation

Negotiation

Conflict Management

Formal (presentation, documentation)

Logic

Decision Analysis

Process & Data Modeling

Systems Thinking

Relationship Management

Strategic Planning

Coaching Skills

Delegation and Management Skills

IT Knowledge

Process Change

Organizational Change

Quality Assurance

Project Management

Products

Processes

Markets

Systems

Business Analysis Professional Performs many roles Analyst Facilitator Negotiator Artist / Architect Planner Communicator Diplomat Expert / Consultant Strategist Revolutionary www.theiiba.org © 2008, International Institute of Business Analysis

Performs many roles

Analyst

Facilitator

Negotiator

Artist / Architect

Planner

Communicator

Diplomat

Expert / Consultant

Strategist

Revolutionary

Business Analysis Superheroes! www.theiiba.org © 2008, International Institute of Business Analysis Truth Understood the Need Agile Negotiation Right on target

Business Analysis Professional www.theiiba.org © 2008, International Institute of Business Analysis Knowledge Continuum Maturity Skill Tactical Strategic

Business Analysis Professional www.theiiba.org © 2008, International Institute of Business Analysis Practitioner is a “jack of all trades”, performing multiple roles e.g., business analyst, project manager, tester, etc. Practitioner possesses solid or advanced business subject matter expertise e.g., capital markets Hybrid Practitioner SME or Domain Practitioner Consulting Practitioner Current Flavours Practitioner possesses solid or advanced skills in the enterprise knowledge areas e.g., process, strategy business casing Generalists

Where is the BA Profession Heading? www.theiiba.org © 2008, International Institute of Business Analysis Finance Consumer Products Energy Manufacturing Construction Others …. Product Software Infrastructure Others … Process Data Elicitation Negotiation Strategy Others … Industry Function Competency The profession will mature along three axis Industry Competency Function The Developing Marketplace

Finance

Consumer Products

Energy

Manufacturing

Construction

Others ….

Product

Software

Infrastructure

Others …

Process

Data

Elicitation

Negotiation

Strategy

Others …

The profession will mature along three axis

Industry

Competency

Function

Where is the BA Profession Heading? www.theiiba.org © 2008, International Institute of Business Analysis Centre of Excellence “ Strategic Alignment” Community of Practice “ Support” BA Bureau “ Maturity”

Where is the BA Profession Heading? www.theiiba.org © 2008, International Institute of Business Analysis Framework Environment Resources Business Alignment Standards & Methodologies Organization & structure Competency/ career development Enterprise Analysis Metrics Governance Training & dev Customer relationships Tools Assessment Team dev Virtual… Knowledge Management

Where is the BA Profession Heading? www.theiiba.org © 2008, International Institute of Business Analysis Age of Product Lines Marketplace Stability Competition Number of Employees Geographic Dispersion Number of Product Lines Marketplace Uniformity Established product lines & stable markets require limited business analysis Competitive and developing markets have a critical need for highly experienced generalists and specialists in the competency domain (e.g., strategic, marketplace analysis) Larger organizations can support higher levels of specialization Smaller organizations may be more dependent on generalists and hybrid BAs (i.e., possess knowledge across multiple professional domains) Multiple product lines may require a combination of generalists and highly specialized individuals Highly specialized industries or niche markets will require specialists MATURITY SIZE DIVERSITY Organizations need for BAs =  (maturity, size, diversity)

Established product lines & stable markets require limited business analysis

Competitive and developing markets have a critical need for highly experienced generalists and specialists in the competency domain (e.g., strategic, marketplace analysis)

Larger organizations can support higher levels of specialization

Smaller organizations may be more dependent on generalists and hybrid BAs (i.e., possess knowledge across multiple professional domains)

Multiple product lines may require a combination of generalists and highly specialized individuals

Highly specialized industries or niche markets will require specialists

In Conclusion Demand for BA role is growing because organizations recognize that building a solution is not sufficient – they must understand the needs first The BA profession will develop along three axis Industry Function Competency Demand for greater specialization will grow as understanding of the value of the BA and formalization of the role continue Organizations must understand need to determine the type and maturity of BA required www.theiiba.org © 2008, International Institute of Business Analysis

Demand for BA role is growing because organizations recognize that building a solution is not sufficient – they must understand the needs first

The BA profession will develop along three axis

Industry

Function

Competency

Demand for greater specialization will grow as understanding of the value of the BA and formalization of the role continue

Organizations must understand need to determine the type and maturity of BA required

www.theiiba.org © 2008, International Institute of Business Analysis

Next Webinar: September 16, 2008 Understanding the Certified Business Analysis Professional ™ (CBAP ® ) Designation Tuesday, September 16, 2008, 8:00 p.m. to 9:00 p.m. E.D.T. Presented by Michael Gladstone, CBAP ® , IIBA Vice President, Certification and Chief Information Officer Discussion points : What is CBAP ® and what makes it unique? The need for the CBAP ® designation in today’s business environment CBAP ® application requirements To register, go to the IIBA ™ Website at www.theiiba.org www.theiiba.org © 2008, International Institute of Business Analysis

Understanding the Certified Business Analysis Professional ™ (CBAP ® ) Designation

Tuesday, September 16, 2008, 8:00 p.m. to 9:00 p.m. E.D.T.

Presented by Michael Gladstone, CBAP ® , IIBA Vice President, Certification and Chief Information Officer

Discussion points :

What is CBAP ® and what makes it unique?

The need for the CBAP ® designation in today’s business environment

CBAP ® application requirements

To register, go to the IIBA ™ Website at www.theiiba.org