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Find out what they want so you can give them what they need.

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One way to gather buinsess requirements for a SharePoint Solution.

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Find out what they want so you can give them what they need.

  1. 1. One way to gather business requirements<br />Find outwhat they want<br />so you can give them<br />what they need<br />
  2. 2. Tamara Bredemus – Independent Consultant<br />Who am I?<br />Background – Business Education Liaison, Waitress, Business Analyst, Baker, Operations Supervisor, Actor, Process Improvement, Dog Mom, Bad Speller and SharePoint Junkie<br />
  3. 3. Who am I?<br />Ignorance<br />Code-Free<br />Front of House<br />Order out of Chaos<br />Lazy<br />Best Business Analyst Asset…<br />
  4. 4. Requirement gathering(ish)<br />Case Study <br />My Favorite Tricks<br />Questions<br />What are we going to dofor an hour?<br />
  5. 5. Requirement Gathering(ish)<br />
  6. 6. Ask<br />
  7. 7. Ask<br />Know yourself<br />Before<br />
  8. 8. Prepare for personalities<br />Before<br />
  9. 9. Learn the lingo<br />Before<br />
  10. 10. Find experts<br />Before<br />
  11. 11. Survey<br />Method<br />
  12. 12. Interview<br />Method<br />
  13. 13. Shadow<br />Method<br />
  14. 14. Brainstorm<br />Method<br />
  15. 15. Determine meeting goal<br />Meeting<br />Goal<br />
  16. 16. Share meeting goal<br />Meeting<br />
  17. 17. Gather tools<br />Meeting<br />
  18. 18. Gather tools<br />Meeting<br />
  19. 19. Gather tools<br />Meeting<br />
  20. 20. Gather tools<br />Meeting<br />
  21. 21. Gather tools<br />Meeting<br />
  22. 22. Ask<br />What to ask<br />
  23. 23. Ask<br />What do you want to do?<br />Why?<br />
  24. 24. Ask<br />What is the current process?<br />Why?<br />
  25. 25. Ask<br />What should we keep?<br />Why?<br />
  26. 26. Ask<br />What should we change?<br />Why?<br />
  27. 27. Ask<br />If you ruled the world, how would it be done?<br />Why?<br />
  28. 28. Ask<br />What did I forget to ask?<br />
  29. 29. Ask<br />Who else should I talk to?<br />
  30. 30. Listen<br />Documentation<br />
  31. 31. Listen<br />Current process<br />
  32. 32. Listen<br />Future process<br />
  33. 33. Listen<br />Future process<br />
  34. 34. Listen<br />Future process<br />
  35. 35. Listen<br />Future process<br />
  36. 36. Listen<br />Mock up<br />
  37. 37. Listen<br />Matrix<br />
  38. 38. Build<br />Start Build<br />
  39. 39. Build<br />Create List<br />
  40. 40. IT<br />IT break<br />
  41. 41. Build<br />Changes to forms<br />
  42. 42. Build<br />Create workflows<br />
  43. 43. Wait<br />Let users use it<br />
  44. 44. Ask<br />Rinse & Repeat<br />Is system being used?<br />What works?<br />What is holding it back?<br />Why?<br />
  45. 45. Listen<br />Rinse & Repeat<br />Document change requests<br />Why change requested<br />Benefit of change<br />Estimate time to make change<br />
  46. 46. Build<br />Rinse & Repeat<br />Make changes<br />Review changes with user<br />Tweak changes<br />Wait<br />
  47. 47. Case Study<br />I hate combining spreadsheets<br />
  48. 48. Client<br />Case Study<br />Family owned company started in 1942<br />Residential, commercial and industrial property appraisals<br />Over 40 branches around the country<br />Approx 60 Branch Managers<br />Continuous client contact<br />
  49. 49. Issue<br />Case Study<br />Combining information from 60 Managers<br />Cut and paste into master spreadsheet<br />Different formats<br />Typos<br />Corrupted<br />Erased<br />10 hours per month for Executive Admin to just combine data<br />
  50. 50. Why<br />Case Study<br />Managers must meet client contact goals<br />20 Visits<br />3 Industry Events<br />3 Presentations<br />Client contact is reviewed monthly<br />Sold accounts are compiled into report<br />
  51. 51. Learn the lingo<br />Branch Manager = Sales person<br />Contact = Client Contact<br />Call = Sales Call<br />Call Type = Sales call category<br />Before<br />
  52. 52. Find experts<br />3 Branch Managers<br />Branch Managers enter call data<br />Head of Marketing<br />Leads monthly review of calls with Branch Managers<br />Executive Assistant<br />Compiles spreadsheets<br />Before<br />
  53. 53. Interview<br />Small Group Interview<br />Branch Managers remote<br />Head of Marketing & Executive Assistant in room<br />Method<br />
  54. 54. Meeting<br />Share meeting goals<br />In today’s meeting we will:<br />1) Map the current Sales Tracking System.<br />2) Identify possible improvements for Sales Tracking System.<br />3) Agree on vocabulary.<br />
  55. 55. Ask<br />What do you want to do?<br />Make sure client contact goals are met<br />Track sold accounts<br />
  56. 56. Ask<br />What is the current process?<br />Branch Manager list client contacts in spreadsheet<br />Private<br />
  57. 57. Ask<br />What is the current process?<br />Spreadsheet saved to shared drive or emailed to Executive Assistant<br />Private<br />
  58. 58. Ask<br />What is the current process?<br />Executive Assistant compiles data from 60 spreadsheets<br />
  59. 59. Ask<br />What is the current process?<br />Head of Marketing filters by date & reviews with Branch Manager<br />Private<br />
  60. 60. Ask<br />What should we keep?<br />Columns on this spreadsheet<br />Private<br />
  61. 61. Ask<br />What should we change?<br />Double entry<br />Pre-defined reports<br />Mavericks<br />Emailed spreadsheets<br />Everyone enter info in one spot<br />
  62. 62. Ask<br />Did not use<br />If you ruled the world, how would it be done?<br />What did I forget to ask?<br />Who else should I talk to?<br />
  63. 63. Listen<br />List Matrix<br />
  64. 64. Listen<br />Map workflows<br />Emails<br />Reminder day before<br />Reminder day of<br />Reminder day after<br />
  65. 65. Listen<br />Views - Company<br />Company by alpha<br />My Companies<br />
  66. 66. Listen<br />Views - Contacts<br />Contacts by company<br />My Contacts<br />Contacts alpha<br />
  67. 67. Listen<br />Views - Calls<br />Calls grouped by Branch Manager<br />Calls grouped by month<br />Calls grouped by type<br />Sold<br />My Calls<br />
  68. 68. Listen<br />Mock up<br />
  69. 69. Build<br />Company list<br />
  70. 70. Build<br />Contact list<br />
  71. 71. Build<br />Call list<br />
  72. 72. Build<br />Call list<br />
  73. 73. Build<br />3rd Party Tool<br />
  74. 74. Build<br />3rd Party Tool<br />
  75. 75. Build<br />Change forms<br />
  76. 76. Build<br />Create views<br />Stay tuned for walk through<br />
  77. 77. Build<br />Create workflows<br />
  78. 78. Build<br />Create workflows<br />
  79. 79. Build<br />Create navigation page<br />
  80. 80. Walk through<br />
  81. 81. Ask<br />Rinse & Repeat<br />Don’t use as desired<br />Use as spreadsheet<br />Reduced combining time by 90%<br />
  82. 82. Ask<br />Rinse & Repeat<br />Want to view notes from last call<br />Find Calls by Company<br />Find Calls by Contact<br />View Company notes within call<br />
  83. 83. Contact<br />Tamara Bredemus<br />Tamara.bredemus@live.com<br />@tamarabred<br />
  84. 84. Favorite<br />BA Sites<br />Lots of top 10 lists: http://blogs.techrepublic.com.com/10things/?p=287<br />Modern Analyst – Everything BA & SA, with a little PM on the sidehttp://www.modernanalyst.com/Home/tabid/36/Default.aspx<br />Ask Honest Questionshttp://www.stickyminds.com/sitewide.asp?Function=edetail&ObjectType=COL&ObjectId=3264<br />
  85. 85. Favorite<br />SP Sites<br />Free solutions - some client side<br />http://www.codeplex.com/<br />End User SharePoint – Great videos and step-by-step instructionshttp://www.endusersharepoint.com/<br />TechNet SharePoint Forum – Post questions & offer solutionshttp://social.technet.microsoft.com/Forums/en-US/category/sharepoint<br />Path to SharePoint – A blog with tips & best practices for end users<br />http://blog.pathtosharepoint.com/<br />Twitter<br />@justsharepoint – tweets collection of SP tweets.<br />

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