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©2014 
CapTech 
Ventures, 
Inc. 
www.captechventures.com 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved. 
IT 
Management 
ConsulAng 
Systems 
IntegraAon 
Data 
Management 
Agile 
Techniques 
for 
Analysts
Who 
Knows 
Agile? 
Director/VP 
Product 
Manager 
3% 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved. 
ScrumMaster 
46% 
Project 
Manager 
16% 
15% 
Developer 
10% 
Product 
Owner 
4% 
QA 
2% 
ExecuAves 
2% 
BA 
2% 
Source: VersionOne 2013 State of Agile Survey
Agile 
Analysis 
Principles 
See 
the 
Whole 
Get 
Real 
Using 
Examples 
Understand 
What 
is 
Doable 
Think 
as 
a 
Customer 
Analyze 
to 
Determine 
What 
is 
Valuable 
SAmulate 
CollaboraAon 
and 
ConAnuous 
Improvement 
Avoid 
Waste 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved.
See 
the 
Whole 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved.
Business 
Capability 
Analysis 
§ Capabili@es 
are 
the 
ability 
of 
the 
business 
to 
transform 
something 
to 
help 
achieve 
a 
goal 
§ Increase 
revenue 
§ Reduce 
cost 
§ Improve 
service 
§ Compliance 
§ Agile 
facilitates 
frequent 
reassessment 
of 
business 
needs 
§ Teams 
must 
maintain 
a 
constant 
view 
of 
the 
business 
capabili@es 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved.
§ Provides 
a 
graphic 
view 
of 
elements 
involved 
in 
business 
capability 
analysis 
§ Shows 
what 
capabili@es 
should 
be 
addressed 
first 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved. 
An 
Outcome 
Capability 
Map 
AAnn 
OOuuttccoommee 
Performance Gap 
Customer Value 
Risk 
• Business Risk 
• Technology Risk 
• Organizational Risk 
• Market Risk 
Business Value
Personas 
§ Fic@onal 
characters 
that 
exemplify 
user 
interac@on 
§ Help 
understand 
value 
from 
the 
standpoint 
of 
a 
par@cular 
customer 
§ Goes 
deeper 
than 
tradi@onal 
actor 
descrip@on 
• SoluAons 
can 
be 
prioriAzed 
based 
on 
how 
well 
they 
address 
the 
needs 
of 
a 
persona 
• Provides 
a 
human 
“face” 
to 
focus 
empathy 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved. 
• Personas 
can 
be 
created 
that 
try 
to 
embody 
traits 
of 
every 
user 
which 
is 
not 
realisAc 
• Not 
a 
good 
subsAtute 
for 
a 
real 
user
Personas 
Exercise 
You 
are 
working 
on 
a 
project 
to 
create 
a 
smart 
phone 
app 
for 
the 
DC 
tourism 
board 
(washington.org) 
In 
your 
group, 
create 
a 
persona 
for 
one 
of 
the 
users 
of 
the 
Give 
your 
persona 
a 
name 
and 
create 
their 
personality 
and 
moAvaAon 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved. 
app
Get 
Real 
Using 
Examples 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved.
Use 
Concrete 
Examples 
§ Communicate 
with 
the 
team 
and 
the 
customer 
§ Use 
the 
appropriate 
level 
of 
granularity 
§ Drives 
§ Acceptance 
criteria 
§ Developer 
design 
§ FuncAonal 
tesAng 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved.
Behavior 
Driven 
Development 
§ Expresses 
product 
needs 
as 
concrete 
examples 
§ As 
the 
project 
progresses 
examples 
grow 
in 
clarity 
and 
detail 
§ Examples 
should 
be 
real 
life 
business 
scenarios 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved.
How 
to 
create 
a 
scenario 
GIVEN 
<a 
context> 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved. 
WHEN 
<an 
event> 
THEN 
<an 
outcome> 
There 
can 
be 
mulAple 
GIVEN 
and 
THEN 
statements 
in 
a 
scenario, 
but 
there 
should 
only 
be 
one 
WHEN
Usage 
Considera@ons 
§ Developers 
and 
Testers 
use 
the 
examples 
to 
show 
them 
what 
the 
product 
needs 
to 
do 
§ BAs 
iden@fy 
the 
scenarios 
with 
the 
users 
by 
asking 
“what-­‐if” 
ques@ons 
• Expressed 
customer 
need 
in 
natural 
language 
• Supports 
producAon 
of 
effecAve 
test 
cases 
• Scenarios 
can 
be 
easily 
prioriAzed 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved. 
• Possible 
to 
miss 
important 
scenarios 
• Can 
be 
too 
many 
scenarios 
if 
business 
rules 
are 
complex
Understand 
What 
is 
Doable 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved.
Rela@ve 
Es@ma@on 
§ Team 
ac@vity 
§ Es@ma@on 
is 
con@nuous 
§ Accuracy 
will 
increase 
§ Teams 
will 
build 
confidence 
§ Largely 
based 
on 
points 
§ Can 
be 
impacted 
by 
team 
changes 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved. 
Project 
Release 
Sprint 
Knowledge 
Complexity 
Size 
Uncertainty 
Story Points
Planning 
for 
Delivery 
§ Important 
to 
think 
about 
what 
is 
pragma@c 
and 
doable 
§ Balance 
capacity 
and 
demand 
Planning 
• Team 
pulls 
top 
priority 
work 
items 
off 
backlog 
and 
esAmates 
units 
of 
work 
Review 
• Product 
Owner 
reviews 
planned 
work, 
approves 
esAmates 
and 
authorizes 
team 
to 
execute 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved. 
ExecuAon 
• Team 
executes 
on 
planned 
work 
Review 
• Product 
Lead 
reviews 
output 
and 
determines 
if 
Acceptance 
Criteria 
have 
been 
met
Real 
Op@ons 
§ Helps 
define 
when 
to 
make 
the 
decision 
§ Three 
Rules 
§ OpAons 
have 
value 
§ OpAons 
expire 
§ Never 
commit 
early 
unless 
you 
know 
why 
§ Only 
priori@ze 
un@l 
the 
next 
investment 
decision 
point 
§ Determining 
when 
the 
op@ons 
expire 
is 
important 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved.
Think 
as 
a 
Customer 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved.
Story 
Elabora@on 
§ Lowest 
level 
of 
story 
decomposi@on 
§ Just-­‐in-­‐@me 
§ Produces 
the 
detailed 
requirements 
§ Facilita@on 
skills 
are 
key 
• Decreases 
elicitaAon 
Ame 
• Avoids 
documenAng 
requirements 
that 
will 
probably 
change 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved. 
• Can 
be 
difficult 
to 
determine 
exactly 
when 
to 
document 
• ElaboraAng 
the 
story 
with 
enough 
detail
Story 
Mapping 
§ View 
of 
the 
sequence 
of 
ac@vi@es 
to 
be 
supported 
§ Usage 
and 
Priority 
§ Connects 
stories 
together 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved. 
Epics 
User 
Stories 
Steps 
• Prevents 
losing 
the 
big-­‐ 
picture 
• Shows 
end-­‐to-­‐end 
value 
• Hard 
to 
do 
with 
large 
products 
• Do 
not 
show 
dependencies 
between 
specific 
requirements
Analyze 
to 
Determine 
What 
is 
Valuable 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved.
Kano 
Analysis 
Group 
1: 
You 
are 
in 
the 
market 
for 
a 
$18,000 
new 
car 
Group 
2: 
You 
are 
in 
the 
market 
for 
a 
new 
smart 
phone 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved. 
Group 
3: 
You 
want 
to 
spend 
a 
weekend 
at 
a 
hotel 
for 
vacaAon 
What 
are 
some 
features 
that 
would 
make 
you 
choose 
one 
brand 
over 
another?
Product 
Characteris@cs 
Threshold 
• Absolutely 
necessary 
• Challenge 
to 
elicit 
Performance 
• Linear 
increase 
in 
saAsfacAon 
• Easier 
to 
elicit 
Excitement 
• DramaAcally 
increase 
customer 
saAsfacAon 
• Not 
met 
by 
anything 
currently 
on 
the 
market 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved.
MoSCoW 
Analysis 
Must 
Could 
Should 
Won’t 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved. 
• Powerful 
in 
prioriAzing 
backlogs 
• Can 
be 
subjecAve 
if 
there 
is 
not 
a 
clear 
focus 
on 
business 
value
Purpose 
Alignment 
Model 
§ Assess 
ideas 
based 
on 
customer 
and 
business 
value 
§ Rates 
capabili@es 
or 
products 
in 
two 
dimensions 
Partner 
DifferenAaAng 
Who 
Cares? 
Parity 
Market 
Differentiation 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved. 
Mission Critical
S@mulate 
Collabora@on 
and 
Con@nuous 
Improvement 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved.
Con@nuous 
Improvement 
§ Product 
and 
Process 
§ Healthy 
teams 
rely 
on 
trust 
§ Role 
of 
the 
BA 
is 
to 
create 
the 
environment 
where 
everyone 
can 
contribute 
value 
Retrospec@ve 
• What we 
did 
well 
• What 
improvements 
can 
we 
make 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved. 
• What 
could 
we 
do 
beYer 
• Focus 
on 
the 
process 
not 
the 
people
Structured 
Games 
Product 
Box 
• Construct 
a 
box 
for 
the 
product 
as 
if 
it 
was 
being 
sold 
in 
a 
retail 
store 
Affinity 
Map 
• Write 
down 
features 
on 
sAcky 
notes, 
put 
them 
on 
a 
wall 
and 
move 
them 
into 
themes 
Fishbowl 
• Divide 
team 
into 
two 
groups 
• One 
group 
speaks 
about 
a 
topic 
which 
others 
listen 
and 
document 
their 
observaAons 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved.
Avoid 
Waste 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved.
Ways 
to 
Avoid 
Waste 
During 
BA 
Ac@vi@es 
§ Avoid 
producing 
documenta@on 
before 
it 
is 
needed 
§ Ensure 
commitments 
are 
met 
§ Make 
commitments 
as 
late 
as 
possible 
§ Elicit, 
analyze, 
specify 
and 
validate 
requirements 
with 
the 
same 
models 
§ Models 
should 
be 
as 
simple 
as 
possible 
§ Close 
proximity 
to 
customers 
and 
dev 
team 
§ Con@nuous 
aYen@on 
to 
technical 
excellence 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved.
Lightweight 
documenta@on 
§ Documenta@on 
should 
not 
create 
overhead 
§ Must 
create 
value 
§ Compliance 
documenta@on 
does 
create 
value 
§ Make 
documenta@on 
part 
of 
the 
living 
code 
base 
where 
possible 
§ “Working 
so[ware 
over 
extensive 
documenta@on” 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved.
Ques@ons? 
©2014 
CapTech 
Ventures, 
Inc. 
All 
rights 
reserved. 
See 
the 
Whole 
Think 
as 
a 
Customer 
Analyze 
to 
Determine 
What 
is 
Valuable 
Get 
Real 
Using 
Examples 
Understand 
What 
is 
Doable 
SAmulate 
CollaboraAon 
and 
ConAnuous 
Improvement 
Avoid 
Waste

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Agile Analysis Techniques by Harlan Bennett and Kevin Pious

  • 1. ©2014 CapTech Ventures, Inc. www.captechventures.com ©2014 CapTech Ventures, Inc. All rights reserved. IT Management ConsulAng Systems IntegraAon Data Management Agile Techniques for Analysts
  • 2. Who Knows Agile? Director/VP Product Manager 3% ©2014 CapTech Ventures, Inc. All rights reserved. ScrumMaster 46% Project Manager 16% 15% Developer 10% Product Owner 4% QA 2% ExecuAves 2% BA 2% Source: VersionOne 2013 State of Agile Survey
  • 3. Agile Analysis Principles See the Whole Get Real Using Examples Understand What is Doable Think as a Customer Analyze to Determine What is Valuable SAmulate CollaboraAon and ConAnuous Improvement Avoid Waste ©2014 CapTech Ventures, Inc. All rights reserved.
  • 4. See the Whole ©2014 CapTech Ventures, Inc. All rights reserved.
  • 5. Business Capability Analysis § Capabili@es are the ability of the business to transform something to help achieve a goal § Increase revenue § Reduce cost § Improve service § Compliance § Agile facilitates frequent reassessment of business needs § Teams must maintain a constant view of the business capabili@es ©2014 CapTech Ventures, Inc. All rights reserved.
  • 6. § Provides a graphic view of elements involved in business capability analysis § Shows what capabili@es should be addressed first ©2014 CapTech Ventures, Inc. All rights reserved. An Outcome Capability Map AAnn OOuuttccoommee Performance Gap Customer Value Risk • Business Risk • Technology Risk • Organizational Risk • Market Risk Business Value
  • 7. Personas § Fic@onal characters that exemplify user interac@on § Help understand value from the standpoint of a par@cular customer § Goes deeper than tradi@onal actor descrip@on • SoluAons can be prioriAzed based on how well they address the needs of a persona • Provides a human “face” to focus empathy ©2014 CapTech Ventures, Inc. All rights reserved. • Personas can be created that try to embody traits of every user which is not realisAc • Not a good subsAtute for a real user
  • 8. Personas Exercise You are working on a project to create a smart phone app for the DC tourism board (washington.org) In your group, create a persona for one of the users of the Give your persona a name and create their personality and moAvaAon ©2014 CapTech Ventures, Inc. All rights reserved. app
  • 9. Get Real Using Examples ©2014 CapTech Ventures, Inc. All rights reserved.
  • 10. Use Concrete Examples § Communicate with the team and the customer § Use the appropriate level of granularity § Drives § Acceptance criteria § Developer design § FuncAonal tesAng ©2014 CapTech Ventures, Inc. All rights reserved.
  • 11. Behavior Driven Development § Expresses product needs as concrete examples § As the project progresses examples grow in clarity and detail § Examples should be real life business scenarios ©2014 CapTech Ventures, Inc. All rights reserved.
  • 12. How to create a scenario GIVEN <a context> ©2014 CapTech Ventures, Inc. All rights reserved. WHEN <an event> THEN <an outcome> There can be mulAple GIVEN and THEN statements in a scenario, but there should only be one WHEN
  • 13. Usage Considera@ons § Developers and Testers use the examples to show them what the product needs to do § BAs iden@fy the scenarios with the users by asking “what-­‐if” ques@ons • Expressed customer need in natural language • Supports producAon of effecAve test cases • Scenarios can be easily prioriAzed ©2014 CapTech Ventures, Inc. All rights reserved. • Possible to miss important scenarios • Can be too many scenarios if business rules are complex
  • 14. Understand What is Doable ©2014 CapTech Ventures, Inc. All rights reserved.
  • 15. Rela@ve Es@ma@on § Team ac@vity § Es@ma@on is con@nuous § Accuracy will increase § Teams will build confidence § Largely based on points § Can be impacted by team changes ©2014 CapTech Ventures, Inc. All rights reserved. Project Release Sprint Knowledge Complexity Size Uncertainty Story Points
  • 16. Planning for Delivery § Important to think about what is pragma@c and doable § Balance capacity and demand Planning • Team pulls top priority work items off backlog and esAmates units of work Review • Product Owner reviews planned work, approves esAmates and authorizes team to execute ©2014 CapTech Ventures, Inc. All rights reserved. ExecuAon • Team executes on planned work Review • Product Lead reviews output and determines if Acceptance Criteria have been met
  • 17. Real Op@ons § Helps define when to make the decision § Three Rules § OpAons have value § OpAons expire § Never commit early unless you know why § Only priori@ze un@l the next investment decision point § Determining when the op@ons expire is important ©2014 CapTech Ventures, Inc. All rights reserved.
  • 18. Think as a Customer ©2014 CapTech Ventures, Inc. All rights reserved.
  • 19. Story Elabora@on § Lowest level of story decomposi@on § Just-­‐in-­‐@me § Produces the detailed requirements § Facilita@on skills are key • Decreases elicitaAon Ame • Avoids documenAng requirements that will probably change ©2014 CapTech Ventures, Inc. All rights reserved. • Can be difficult to determine exactly when to document • ElaboraAng the story with enough detail
  • 20. Story Mapping § View of the sequence of ac@vi@es to be supported § Usage and Priority § Connects stories together ©2014 CapTech Ventures, Inc. All rights reserved. Epics User Stories Steps • Prevents losing the big-­‐ picture • Shows end-­‐to-­‐end value • Hard to do with large products • Do not show dependencies between specific requirements
  • 21. Analyze to Determine What is Valuable ©2014 CapTech Ventures, Inc. All rights reserved.
  • 22. Kano Analysis Group 1: You are in the market for a $18,000 new car Group 2: You are in the market for a new smart phone ©2014 CapTech Ventures, Inc. All rights reserved. Group 3: You want to spend a weekend at a hotel for vacaAon What are some features that would make you choose one brand over another?
  • 23. Product Characteris@cs Threshold • Absolutely necessary • Challenge to elicit Performance • Linear increase in saAsfacAon • Easier to elicit Excitement • DramaAcally increase customer saAsfacAon • Not met by anything currently on the market ©2014 CapTech Ventures, Inc. All rights reserved.
  • 24. MoSCoW Analysis Must Could Should Won’t ©2014 CapTech Ventures, Inc. All rights reserved. • Powerful in prioriAzing backlogs • Can be subjecAve if there is not a clear focus on business value
  • 25. Purpose Alignment Model § Assess ideas based on customer and business value § Rates capabili@es or products in two dimensions Partner DifferenAaAng Who Cares? Parity Market Differentiation ©2014 CapTech Ventures, Inc. All rights reserved. Mission Critical
  • 26. S@mulate Collabora@on and Con@nuous Improvement ©2014 CapTech Ventures, Inc. All rights reserved.
  • 27. Con@nuous Improvement § Product and Process § Healthy teams rely on trust § Role of the BA is to create the environment where everyone can contribute value Retrospec@ve • What we did well • What improvements can we make ©2014 CapTech Ventures, Inc. All rights reserved. • What could we do beYer • Focus on the process not the people
  • 28. Structured Games Product Box • Construct a box for the product as if it was being sold in a retail store Affinity Map • Write down features on sAcky notes, put them on a wall and move them into themes Fishbowl • Divide team into two groups • One group speaks about a topic which others listen and document their observaAons ©2014 CapTech Ventures, Inc. All rights reserved.
  • 29. Avoid Waste ©2014 CapTech Ventures, Inc. All rights reserved.
  • 30. Ways to Avoid Waste During BA Ac@vi@es § Avoid producing documenta@on before it is needed § Ensure commitments are met § Make commitments as late as possible § Elicit, analyze, specify and validate requirements with the same models § Models should be as simple as possible § Close proximity to customers and dev team § Con@nuous aYen@on to technical excellence ©2014 CapTech Ventures, Inc. All rights reserved.
  • 31. Lightweight documenta@on § Documenta@on should not create overhead § Must create value § Compliance documenta@on does create value § Make documenta@on part of the living code base where possible § “Working so[ware over extensive documenta@on” ©2014 CapTech Ventures, Inc. All rights reserved.
  • 32. Ques@ons? ©2014 CapTech Ventures, Inc. All rights reserved. See the Whole Think as a Customer Analyze to Determine What is Valuable Get Real Using Examples Understand What is Doable SAmulate CollaboraAon and ConAnuous Improvement Avoid Waste