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Business
Analysis
2020 Rob Moores
Asda Stores
2020 Context
2020
Cost
of IT
Re-Use
Pace of
Change
Agilit
y
Virtual
Value
Chains
Composab
ility
Cloud
Services
Integra
tion
Complex
ity
Knowled
ge
Managem
ent
1. Agile roles and skills; SAFe, Scrum,
Kanban
2. High Tech Anthropology
3. Service Oriented Design
4. Requirements Patterns
5. Lean – and lean start up
6. Systems Dynamics
7. Storytelling
8. Human Centred Design
9. Servant leadership
10.Risk-based approach to BA work based on
finite capacity
2020 Skills and
Behaviours
11.Business domain
knowledge
12.Design Thinking /
Lean Start Up
13.Capabilities
modelling
14.Value stream mapping
15.Estimation
16.Dude’s Law
17.Cost of Delay
18.Weighted Shortest Job
First
2020
Cost
of IT
Re-Use
Pace of
Change
Agility
Virtual
Value
Chains
Composab
ility
Cloud
Services
Integra
tion
Complex
ity
Knowled
ge
Managem
ent
High Tech Anthropology (HTA)
2020
Cost
of IT
Re-Use
Pace of
Change
Agilit
y
Virtual
Value
Chains
Composab
ility
Cloud
Services
Integra
tion
Complex
ity
Knowled
ge
Managem
ent
Servant Leadership
2020
Cost
of IT
Re-Use
Pace of
Change
Agilit
y
Virtual
Value
Chains
Composab
ility
Cloud
Services
Integra
tion
Complex
ity
Knowled
ge
Managem
ent
Services & Capabilities
2020
Cost
of IT
Re-Use
Pace of
Change
Agilit
y
Virtual
Value
Chains
Composab
ility
Cloud
Services
Integra
tion
Complex
ity
Knowled
ge
Managem
ent
Prioritising Demand
2020
Cost
of IT
Re-Use
Pace of
Change
Agility
Virtual
Value
Chains
Composab
ility
Cloud
Services
Integra
tion
Complex
ity
Knowled
ge
Managem
ent
High Tech Anthropology (HTA)
Why ?
Complexity of
user
environment and
structure of
services
High Tech Anthropology (HTA)
 Term coined by Menlo
Innovations
 Core element is working in
situ to develop a deep
understanding of the end
user & identify
unarticulated requirements
 AEIOU Framework
 Activities
 Environment
 Interactions
 Objects
 Users
High Tech Anthropology
The HTA Discovery Phase
Projec
t
Kickof
f
Observa
tions &
Intervi
ews
Defini
ng the
Proble
m
Person
as
Person
a
Mappin
g
Roles
&
Goals
Workfl
ows
Business
Object Model
Conceptual
Designs
Design
Assessments
Finalized
Designs
Epics/Features/
Stories*
The HTA Design Phase
* And sometimes storyboards /
screenplays
2020
Cost
of IT
Re-Use
Pace of
Change
Agilit
y
Virtual
Value
Chains
Composab
ility
Cloud
Services
Integra
tion
Complex
ity
Knowled
ge
Managem
ent
Servant Leadership
Why? Retention &
motivation through
respect for the
individual and team:
velocity; a core tenet
of Agile ways of
working
Servant Leadership
The highest type of ruler is one
of whose existence the people are
barely aware… When his task is
accomplished and things have been
completed, all the people say,
“We ourselves have achieved it !”
Lao-Tzu
Tao Te Ching
5th century BC
The Servant Leadership Paradigm
An Alternative to Servant
leadership: the HIPPO Effect
2020
Cost
of IT
Re-Use
Pace of
Change
Agilit
y
Virtual
Value
Chains
Composab
ility
Cloud
Services
Integra
tion
Complex
ity
Knowled
ge
Managem
ent
Services & Capabilities
Why ? Need for
speed; & agility
ability to consume
& externalise
services; language
of EAs
Services & Capabilities
 Service oriented design
 Capabilities
 Requirements / function
patterns (very briefly)
Service
Consumer
Service
Service
Provider
Capabilit
y
required by
provides
possesses
offered
by /
provided
by
consumes /
uses
Service
Specificatio
n
Service
Level
Agreement
Commercial
Agreement
identifies
Interface
provides
access to
defines
Service Oriented Design
service
capabil
ity
people systems process
es
other
assets
leadersh
ip
organisa
tion/man
agement
capabil
ity
capabil
ity
External
view
Internal
view
service
Services & Capabilities
A service exposes
the latent value in
a capability
Business capabilities
are dependent on IT and
other resources for their
realisation
Services deliver
value to the
consumer
Service Oriented Design
http://www.servicetechmag.com/I55/1011-3
2020
Cost
of IT
Re-Use
Pace of
Change
Agilit
y
Virtual
Value
Chains
Composab
ility
Cloud
Services
Integra
tion
Complex
ity
Knowled
ge
Managem
ent
Prioritising Demand
Why ? Demand
continues to
outstrip supply;
deliver the most
value the soonest
Prioritising Demand
 Dude’s law
 Cost of Delay (CoD)
 Weighted Shortest Job
First (WSJF)
Dude’s Law
If you don’t have a
good reason
for the project, it
doesn’t matter
how well you do it.
Dude’s Law, Cost of Delay & WSJF
We complete the Weighted Shortest Job First (WSJF) because
that is the one that delivers the biggest bang for our
buck. The “Weight” we use is the cost of delay.
Cost of Delay
Duration
Value
=
Business
value
of the
feature
Decay in
value
over time
Information
discovery
value
(weekl
y)
(weekl
y)
Featur
e
Cost of
Delay
per week
Duration
In weeks
?
A £1 5 ?
B £4 1 ?
C £5 2 ?
Dude’s Law, Cost of Delay & WSJF –
Worked Example
Featur
e
Cost of
Delay
per week
Duration
In weeks
Value
Index
A £1 5 0.2
B £4 1 4.0
C £5 2 2.5
Dude’s Law, Cost of Delay & WSJF –
Worked Example
Duratio
n
Value/
Benefits
A
B
C
Weeks Cost/W
k
Cost/W
k
Tot.
Cost
1-5 £1+£4+
£5
£10 £50
6 £4+£5 £9 £9
7-8 £5 £5 £10
Total
CoD:
£69
Total Cost of Delay Using
FIFO (A-B-C)
Featur
e
Cost of
Delay
per week
Durati
on
In
weeks
Value
Index
A £1 5 0.2
B £4 1 4.0
C £5 2 2.5
Duratio
n
Value/
Benefits
A
B
C
Total Cost of Delay Using
WSJF (B-C-A)Weeks Cost/W
k
Cost/W
k
Tot.
Cost
1 £1+£4+
£5
£10 £10
2-3 £1+£5 £6 £12
4-8 £1 £5 £5
Total
CoD:
£27
Featur
e
Cost of
Delay
per week
Durati
on
In
weeks
Value
Index
A £1 5 0.2
B £4 1 4.0
C £5 2 2.5
Value/
Benefits
Featur
e
Cost of
Delay
per week
Durati
on
In
weeks
Value
Index
A £1 5 0.2
B £4 1 4.0
C £5 2 2.5
A
B
C
A
B
C
CoD using FIFO
= £69
CoD using WSJF =
£27
Extra value =
£42
Duratio
n
Dude’s Law, Cost of Delay & WSJF
Shortest Job First (WSJF)
because that is the one that
delivers the biggest bang for
our buck. The “Weight” we use
is the cost of delay
Therefore ...
 If all the work is the same
duration, then we do the job
with the highest cost of delay
first
 If all the work has the same
cost of delay, then we do the
shortest job first
 Duration works best where unit
cost is
Cost of Delay
Duration
Value
=
Business
value
of the
feature
How value
decays
over time
Informati
on
discovery
value
2020 Context
2020
Cost
of IT
Re-Use
Pace of
Change
Agilit
y
Virtual
Value
Chains
Composab
ility
Cloud
Services
Integra
tion
Complex
ity
Knowled
ge
Managem
ent
1. Agile roles and skills; SAFe, Scrum,
Kanban
2. High Tech Anthropology
3. Service Oriented Design
4. Requirements Patterns
5. Lean – and lean start up
6. Systems Dynamics
7. Storytelling
8. Human Centred Design
9. Servant leadership
10.Risk-based approach to BA work based on
finite capacity
11.Business domain
knowledge
12.Design Thinking /
Lean Start Up
13.Capabilities
modelling
14.Value stream mapping
15.Estimation
16.Dude’s Law
17.Cost of Delay
18.Weighted Shortest Job
First
Appendices
Business Analysis Shared Services
AEIOU Framework
AEIOU is a heuristic to help interpret observations gathered by ethnographic
practice in industry. Its two primary functions are to code data, and to
develop building blocks of models that will ultimately address the objectives
and issues of a client.
Activities: are goal-directed sets of actions—paths towards things people
want to accomplish. What are the modes people work in, and the specific
activities and processes they go through?
Environments: include the entire arena where activities take place. What is
the character and function of the space overall, of each individual's spaces,
and of shared spaces?
Interactions: are between a person and someone or something else; they are
the building blocks of activities. What is the nature of routine and special
interactions between people, between people and objects in their environment,
and across distances?
Objects: are building blocks of the environment, key elements sometimes put
to complex or unintended uses (thus changing their function, meaning and
context). What are the objects and devices people have in their environments
and how do they relate to their activities?
© Copyright 2009, 2010, 2011
A. Nicklas Malik,
All Rights Reserved
Services & Capabilities – in
Business Architecture context
Do I have
enough
people to
do the
work?
How many
people do I
need to do
the work?
What
should I
focus on
with the
time /
people I
have?
TraditionalApproach
AgileApproach
Risk-Based Approach

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Next Generation BA: what new skills and behaviours do BAs need to develop in the next 5 years

Editor's Notes

  1. I’m Rob Moores from Asda, and I’m going to talk about the skills and behaviours that I believe BAs will need to adopt over the next 5 years. I started my career in IT on 1st April 1985 so I have just over 30 years experience across many different sectors and sizes of organisation, so while this is a personal view, I hope it is an informed view. I’m not going to claim that all of these are new – but I hope some of them will be new to you and to the BA community generally.
  2. So before diving into what the skills and behaviours are I should first say a bit about why I think we need to adapt and adopt … This presentation isn’t about the case for change and there’s probably nothing you haven’t seen before on this slide so I’ll just briefly highlight a few of the points … Cost pressures within the business, and the pace of change are putting massive pressures on IT departments. Put quite simply we can’t continue to do more with less – the low hanging fruit is well and truly plucked ! One alternative is to re-use what we already have – except for the most part that functionality is locked up in massive silo applications. Value chains are becoming more virtualised - across enterprises. Tech is enabling this but again it has a serious impact on the BA whose life suddenly becomes a lot more complex with capabilities fragmented across a lot more different providers.
  3. So I started with a bit of a brainstorm, just listing out all the skills and behaviours that I think we need to focus on – and it ended up being a big list for a 20 minute presentation! And I’ve tried to focus on different types of skill and behaviour. Hopefully that will cover most of the context identified in the previous slide
  4. Anthropology is the study of humans from a broad range of perspectives: cultural, societal, linguistic, built environment. The high-tech version originates from a company called Menlo Innovations
  5. Servant leadership is a core tenet of Agile – and the concept in its modern form has been around since 1970. The term was coined by Robert K. Greenleaf in his essay of 1970 titled “The Servant as a Leader.”
  6. As BAs we’re used to mainly working with processes and functions as our models. However, the language of capabilities is being increasingly used, and there is a renewed interest in service orientation. As you can see the concept of services addresses almost all of the challenges that I’ve identified.
  7. I’ve interviewed dozens and dozens of BAs over the years, and whenever I ask them how they prioritise requirements they say they use MOSCOW. This usually involves asking the customer what functionality fits into each category – not a very rigorous method. I’d like to discuss an alternative that provides a rational economic justification for requirements prioritisation – Dude’s Law and it’s application
  8. I think that the real need for this skill comes from the increasing complexity of the user environment and the way that the organisations’ services are constructed, with businesses increasingly consuming a lot of services from external sources including the cloud - – and increasingly working as virtual organisations
  9. Anthropology is the study of humans from a broad range of perspectives: cultural, societal, linguistic, built environment. The term HTA was coined by a company called Menlo Innovations – and you can read all about it in this book – Joy Inc From our perspective HTA is the study of our customers – really getting into the detail of how they work – how they behave and interact with each other, their stakeholders, their physical environment, their organisational environment. Being an HTA involves “camping out” where the users are – really getting embedded into their work or play environment In the situation that I described, where services are being delivered by a range of organisations in a virtual value chain, there is a real skill in eliciting business requirements that can span many organisations and service end points So a good HTA will understand users in a very holistic way – and they may well use the AEIOU framework to assist them The AEIOU framework is both a framework and a handy acronym – that helps you as a BA ensure that you cover all the bases while you are embedded in the business [Talk through the acronym as per the slide – note that environment can include clothing, and objects can include devices]  
  10. You can see from the phases and steps within HTA that it uses a number of techniques, constructs and models that you may be familiar with… In a real sense, HTA is a “back to basics” approach with a deep focus on the user based on recognising the more complex environment in which our customers work…
  11. [Make the link between retention and velocity]
  12. As you can see, the concept of servant leadership has been around for a very long time! The term Servant Leadership, was coined by Robert K. Greenleaf in his essay of 1970 titled “The Servant as a Leader.” Other well-known authors in this space are Stephen Covey and Ken Blanchard. Simply put, it is a concept which talks about a leader being one whose natural tencency is to serve as opposed to lead. Telling colleagues what to do is replaced by removing impediments to improvement. This is particularly important for knowledge workers who like to feel empowered – they don’t like or need micro-managing.
  13. The philosophy of Servant Leadership sits very well with the Agile philosophy. If you study the Agile Manifesto and the principles, you will read terms like individuals, interactions, collaboration, trust etc. There is no concept of a hierarchy, no concept of a manager, as it tends to talk of self-managed/self-organized teams. Thus, a leader has to be one who rather than throwing rank, tries instead to help the team and makes sure that the immediate needs of the team are addressed and the immediate problems solved. Foe example instead of asking a team why its stories don’t get accepted by the client, a Servant Leader will end up discussing how the acceptance criteria and definition of “done” can be better articulated A word of caution: it can be easy to focus on the servant aspect rather than the leader aspect. So these are the three elements that I see as core to servant leadership. They are all aspirational and something to work towards Having a vision: a future state that we all want to get to making sure colleagues have the motivation, the tools and the competencies to do work towards the vision: through performance and talent management and PDPs empowering those who are at the coal face make the decisions that they need to, to get the right things done in the right way. A fundamental underlying principle here is that knowledge workers – rather than their managers – are the people best placed to assess, design and implement
  14. So what is a service ? There are many definitions – and ITIL is a good place to look for one. For the purposes of this presentation let’s stick with a simple definition: A means of Party A providing something of value to Party B – through a defined interface, and over a period of time As you can see the concept of services addresses almost all of the challenges that I’ve identified. The concept of services can be used to describe and analyse almost anything from major organisations down to a simple IT function We can talk about services at any level: the NHS, payment services, SAAS, a VC service, a screen-scrape service So they are very easy to understand for both business and IT, and they get us focused on the value that we’re delivering and on the service user – the customer. So they are very easy to understand for both business and IT, and they get us focused on the value that we’re delivering and on the service user – the customer. “Capabilities” are of course the height of fashion amongst Business Architects, and you will need to at least understand what a capability is in order to talk with an architect! I’ll touch on the differences between a service and a capability – after the next slide.
  15. If we unpack the structure of a service this is what we might find (noting that there are many different ways to understand services) [Talk through the components on the screen - noting that the service specification is the bit that has our traditional functional and non-functional requirements] Note that this is a simplified view – e.g. there is no service payer or service broker in the model. Composability is the ultimate objective – supports business agility, re-use, lowers cost of implementation etc This way of modelling services lends itself well to patterning. By patterning I mean creating a re-usable description / model of the service that can be held in a pattern library and referenced / used over and over
  16. * NOTE THAT CALLOUTS BUILD ON CLICK * So what have services got to do with capabilities ? Capabilities are the HOW to the services WHAT – and notice that the HOW is not just about IT systems … [Talk through slide callouts]
  17. Finally on this topic …There is a great deal of professional skill involved in creating great services. Most of the literature is around application services, but the principles apply equally at the logical level as well ass the physical …. So a function that is described as a service still needs all of these attributes … [Highlight a few of the principles especially composability – which is the big payoff for service orientation]
  18. The last skill I want to cover today is a better way to prioritise demand … Why ? Read from screen …
  19. I’m going to cover 3 concepts: (read from screen) Is anyone familiar with all / any of these ?
  20. Dude’s Law was coined by a very well-known Agile coach called David Hussman and is very useful for quick and effective prioritization. Anyone know or guess why it’s called Dude’s Law ? Dude’s Law says Value = Why over How if (H)ow increase and (W)hy is constant, then (V)alue is reduced.   As you drive the mechanics (H)ow towards zero, which you could call leaning out your processes, (V)alue increases even if Why is constant) To enable us to compare alternatives and prioritise we have to give Why and How a number. Then the Value will be a number and we can compare that number against other numbers … So lets see what that looks like … … with a caveat that Dude’s Law can be implemented in several different ways depending on the context …
  21. Here the “Why” in Dude’s Law becomes the Cost of Delay – and the How becomes the duration – and we’ll use weeks as the time period So the Cost of Delay is just that: – if this feature delivers x in benefit each week, then we incur a cost for every week that we delay it’s implementation - remember that a feature delivers no value until it’s being used ! An easy way to understand CoD is as the inverse of the anticipated Benefits. That cost of delay has 3 components (on the screen) – but I won’t cover these in this presentation due to time For the “How” we’re going to use time - the duration of the project – because we’re focusing on the cost of delaying it’s implementation – which grows over time Applying the formula gives the Weighted Shortest Job – not the Shortest Job – and that will be the Job with the highest Value result … So if we want to implement the feature that has the highest value we should use WSJF There is an assumption around cost here: this works well with a fixed team (and hence a fixed cost) that has to make choices over what to prioritise it’s work on. If we move outside that, we need to get more sophisticated By the way this works well with relative estimation techniques (e.g. Fibbonachi sequence) – you don’t need real numbers
  22. So in this example the solution has 3 features … So which should we implement first ? Quite often we stick with FIFO – the person requesting Feature A has been waiting the longest so we should do that first - in this case A then B then C It would be quite natural to say C because that has the largest cost of delay and if you multiply that cost by the number of weeks you get the biggest number But you would of course be wrong … because in applying Dude’s Law we DIVIDE the cost of delay by the duration – and that gives us something quite different …
  23. Dude’s Law gives us a relative Value Index as shown here … showing us that we should implement in the sequence B then C then A In the next few slides I’ll show that this sequence delivers value a lot more quickly than FIFO.
  24. So this is what the Total cost of delay looks like using FIFO
  25. … so we are delivering an extra £42 of value during this period. And of course the £s could be £00,000s and the duration could be months. When you also consider that value usually decays over time, earlier implementation becomes even more important.
  26. So to summarise ... [Read through screen ]
  27. So that’s a very quick run through of some of the skills and behaviours that I believe BAs need to focus on – in the context o f the challenges that I’ve identified I’ll be pleased to take any questions now, and discuss these with you afterwards Thank you for listening !
  28. If we want to dive deeper into services and capabilities and look at how they relate to other elements, particularly those that drive change then the EBMM is a great tool Nick Malik – Microsoft Architect This is ONE of many viewpoints articulated in Nick’s EBM model – I’ve used it because it shows the relationship between a service and a capability