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The Business Analyst role within 
Solution Driven Projects 
Stuart Peek 
Business Analyst 
Wednesday 22nd October 2014 
The Business Analyst role 
within Solution Driven Projects
Agenda 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
Introduction 
Objectives & Purpose 
Background 
Survey 
Demand for Business Change 
Business Analysis Approach 
Benefits of the Correct Approach 
Challenges of the Wrong Approach 
Summary 
Conclusions 
Q & A 
The Business Analyst role 
within Solution Driven Projects
Introduction 
About me; 
– Business Analyst 10+ years 
– Experience of different types of projects across different 
• 
sectors 
• About the topic; 
– 
– 
– 
– 
– 
Solution Driven projects are becoming more 
Importance of requirements management 
Application of the Business Analysis skill set 
What works well, and not so well 
Case study approach; share my experiences 
common 
The Business Analyst role 
within Solution Driven Projects
Objectives & 
Purpose 
• 
To 
• 
To 
• 
To 
share my experiences as a Business Analyst 
explain 
discuss 
the nature of Solution Driven projects 
context and implications for the typical BA role 
• 
• 
To 
To 
share examples, research and learnings 
explain how the BA supports ‘Transforming the Business’ 
The Business Analyst role 
within Solution Driven Projects
Specsavers 
Background 
• 
• 
Specsavers; a global eye care and hearing care provider 
Founded in 1984, with over 1700 stores across 10 countries 
The Business Analyst role 
within Solution Driven Projects
Specsavers 
Organisation 
• 
• 
BAs located globally, and sit within functional teams 
Most solution driven projects happen within Strategic 
Projects team 
• 
• 
• 
• 
• 
Company growth through acquisitions 
Vast number of systems and processes globally 
Need to consolidate to reduce issues and increase 
Target Operating Models (TOM) defined 
RFI / RFP process to select solution partner 
efficiency 
The Business Analyst role 
within Solution Driven Projects
Background 
• What is a ‘Solution Driven’ project? 
– 
– 
Build from scratch; traditional BA role 
Solution Driven; ‘Commercial Off The Shelf’ (COTS) software 
Build 
from 
scratch 
Solution 
Driven 
project 
• 
• 
Evolution of the trend over time; 
Case study; IT Solution Business 
build → purchase 
Change (Master Data) 
The Business Analyst role 
within Solution Driven Projects
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
Introduction 
Objectives & Purpose 
Background 
Survey 
Demand for Business Change 
Business Analysis Approach 
Benefits of the Correct Approach 
Challenges of the Wrong Approach 
Summary 
Conclusions 
Q & A 
The Business Analyst role 
within Solution Driven Projects
Survey of Business 
Analysts 
• 
• 
• 
• 
Survey of 36 Business Analysts in August 2014 
Gather information and views of other BAs 
Goal of underpinning the topic by providing evidence 
Aim of understanding the nature of 
in other organisations 
Solution Driven projects 
• Makes this topic more meaningful 
The Business Analyst role 
within Solution Driven Projects
Survey of Business 
Analysts 
• Do you feel you understand • Have you worked in a 
Business Analysis role 
within a 'Solution Driven' 
what a 'Solution Driven' 
project is? 
project in the last year? 
4 4 10 
Yes 
No 
Somewhat 
Yes 
28 26 No 
The Business Analyst role 
within Solution Driven Projects
Survey of Business 
Analysts 
• If 'Yes', what proportion of 
your Business Analysis time 
do you normally spend on 
• Do you feel 'Solution Driven' 
projects are becoming more 
common, when compared to 
'Solution Driven' projects? developed solutions? 
6 6 
0-25% 14 
25-50% 
50-75% 
75-100% 
Yes 
No 
Unsure 
18 
6 
10 4 
The Business Analyst role 
within Solution Driven Projects
Survey of 
Business 
Analyst 
s 
“..it makes no 
sense to reinvent 
the wheel”. 
• Other comments; 
‘Solution Driven’ is 
a term I am 
hearing more and 
more frequently”. 
“Sometimes a solution 
driven project is the 
way to go when you 
severe timehacvoenstraints…” 
“I don't think the 
difference is as big “…the solution to the 
problem is only 
within the number of 
options offered...” 
as it's made out to 
“Never heard the 
be at times.” 
term 'Solution 
driven' before.” 
The Business Analyst role 
within Solution Driven Projects
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
Introduction 
Objectives & Purpose 
Background 
Survey 
Demand for Business Change 
Business Analysis Approach 
Benefits of the Correct Approach 
Challenges of the Wrong Approach 
Summary 
Conclusions 
Q & A 
The Business Analyst role 
within Solution Driven Projects
Case Study 
Background 
• 
• 
• 
Business driver for change = reduce known 
Product Master Data IT Solution 
quality issues 
Third party IT Solution provider (ERP); 
Original scope 
Revise 
d 
scope 
The Business Analyst role 
within Solution Driven Projects 
HR 
Corporate 
Finance 
Supply 
Chain 
Logistics 
Retail
Demand for Business 
Change 
• Important for the BA to be involved as early as possible 
– the problem statement 
– 
– 
– 
Understand 
Get common understanding of the need for business 
Build BA relationship with stakeholders 
Engage early in Project Lifecycle 
change 
• RFI / RFP process to select the solution provider 
– Requirements based selection process 
• 
• 
Use solution provider delivery methodology 
Knowledge Transfer via the BA 
– Inbound 
– Outbound 
(OUM) 
The Business Analyst role 
within Solution Driven Projects
Project 
Organisations 
• Project structure and organisation 
– 
– 
– 
– 
Stakeholders 
Business Analysts 
Functional Consultants 
Internal versus external resources 
Internal External 
System 
Integrator Sponsor Busines 
s 
User 
Busines 
s 
Analyst Regulator 
Project 
Manager 
Functional 
SM Consultant 
E 
Tester 
The Business Analyst role 
within Solution Driven Projects
Business Analysis 
Approach 
• Interactions with project stakeholders and third parties 
– 
– 
– 
– 
Business users have a day job too 
Assume Business users have limited working knowledge 
Disagreement is common; win the hearts and 
minds 
Assess Business Readiness 
• 
• 
• 
Decide and agree responsibilities 
Make use of BA peer reviews 
Plan knowledge acquisition 
up front 
– 
– 
– 
Known knowns 
Known unknowns 
Unknown unknowns 
The Business Analyst role 
within Solution Driven Projects
Business Analysis 
Approach 
• 
• 
• 
Maintain flexibility and openness to change 
Understand core BA competencies and how to apply them 
Typical Work Products; why and when to 
them 
produce 
– Lack of a Business Requirements 
Use of BA ‘Toolkit’ 
– Key techniques 
– Pros and Cons 
Equal focus on the as-is & to-be 
Conference Room Pilots (CRP) 
– Iterative and Waterfall combined 
Document (BRD) 
• 
• 
• 
The Business Analyst role 
within Solution Driven Projects
Busines 
s 
Analysi 
s 
Approac 
h 
• CRP process 
Gap Listing - 
MoSCoW 
Outside of CRP Analysis of 
Business Configuration Extension 
The Business Analyst role 
within Solution Driven Projects 
Gaps 
Change to Oracle Oracle 
Governance Governance 
Board Board 
Desired Result 
= No 
Work through 
each Scenario 
Sign Off 
Desired Result 
= Yes
Business Analysis 
Approach 
• Manage the gaps 
Busines 
s 
Functionality 
Standard 
Product 
Configuration 
Extension 
The Business 
Analyst 
role 
within Solution Driven Projects
Business Analysis 
Approach 
• Third parties have to grow knowledge of your organisation 
– This will increase as the project progresses 
– Two-way exchange of understanding 
Business Process Reengineering is required 
Users are more willing if they contribute to shaping the 
necessary changes 
• 
• 
• What not to 
– Too much 
– Too much 
Plan for the 
do, and why 
reliance on third parties 
modification of the ‘vanilla’ software product 
• future 
– How to know when knowledge tasks are ‘complete’ 
– Organisational Process Assets, Work Products and 
Deliverables 
The Business Analyst role 
within Solution Driven Projects
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
Introduction 
Objectives & Purpose 
Background 
Survey 
Demand for Business Change 
Business Analysis Approach 
Benefits of the Correct Approach 
Challenges of the Wrong Approach 
Summary 
Conclusions 
Q & A 
The Business Analyst role 
within Solution Driven Projects
Benefits of the Correct 
Approach 
• 
• 
• 
• 
• 
• 
Efficient way of assessing organisational readiness 
Increases the positive perception of the BA 
Develops the BA and improves BA maturity 
Delivers positive business change 
Helps to reduce TCO of an IT solution 
Enables agility for future business change 
The Business 
Analyst 
role 
within Solution Driven Projects
Challenges of the 
Wrong 
Approac 
h 
• 
• 
• 
• 
• 
• 
• 
Why have a BA at all? 
BA activity driven by external third parties 
Reluctance for business to accept change 
Desire to short-cut BA effort; rapid implementation 
Difficulties with acquiring IT solution knowledge 
Apprehension about working within solution-driven 
Potentially loose some core BA skills 
projects 
The Business Analyst role 
within Solution Driven Projects
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
Introduction 
Objectives & Purpose 
Background 
Survey 
Demand for Business Change 
Business Analysis Approach 
Benefits of the Correct Approach 
Challenges of the Wrong Approach 
Summary 
Conclusions 
Q & A 
The Business Analyst role 
within Solution Driven Projects
Summary 
• 
• 
• 
• 
• 
• 
• 
• 
Be flexible and open minded to change 
Get involved early, and start at the beginning 
Grow and develop your BA toolkit 
Know the difference between ‘vanilla’ and bespoke 
Business users have 
a day job 
too 
Aim for self-reliance 
internally 
Keep It Simple 
Plan for the future 
The Business Analyst role 
within Solution Driven Projects
Conclusion 
s 
• 
• 
Solution Driven projects are becoming more common 
Business Analysts underpin the success of such projects 
• 
• 
• 
People; build and maintain key relationships 
Process; have equal focus on the as-is and to-be 
Technology; understand and manage the gaps 
The Business Analyst role 
within Solution Driven Projects
Q & A 
? 
The Business Analyst role 
within Solution Driven Projects

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The Business Analyst Role Within Solution Driven Projects

  • 1. The Business Analyst role within Solution Driven Projects Stuart Peek Business Analyst Wednesday 22nd October 2014 The Business Analyst role within Solution Driven Projects
  • 2. Agenda • • • • • • • • • • • Introduction Objectives & Purpose Background Survey Demand for Business Change Business Analysis Approach Benefits of the Correct Approach Challenges of the Wrong Approach Summary Conclusions Q & A The Business Analyst role within Solution Driven Projects
  • 3. Introduction About me; – Business Analyst 10+ years – Experience of different types of projects across different • sectors • About the topic; – – – – – Solution Driven projects are becoming more Importance of requirements management Application of the Business Analysis skill set What works well, and not so well Case study approach; share my experiences common The Business Analyst role within Solution Driven Projects
  • 4. Objectives & Purpose • To • To • To share my experiences as a Business Analyst explain discuss the nature of Solution Driven projects context and implications for the typical BA role • • To To share examples, research and learnings explain how the BA supports ‘Transforming the Business’ The Business Analyst role within Solution Driven Projects
  • 5. Specsavers Background • • Specsavers; a global eye care and hearing care provider Founded in 1984, with over 1700 stores across 10 countries The Business Analyst role within Solution Driven Projects
  • 6. Specsavers Organisation • • BAs located globally, and sit within functional teams Most solution driven projects happen within Strategic Projects team • • • • • Company growth through acquisitions Vast number of systems and processes globally Need to consolidate to reduce issues and increase Target Operating Models (TOM) defined RFI / RFP process to select solution partner efficiency The Business Analyst role within Solution Driven Projects
  • 7. Background • What is a ‘Solution Driven’ project? – – Build from scratch; traditional BA role Solution Driven; ‘Commercial Off The Shelf’ (COTS) software Build from scratch Solution Driven project • • Evolution of the trend over time; Case study; IT Solution Business build → purchase Change (Master Data) The Business Analyst role within Solution Driven Projects
  • 8. • • • • • • • • • • • Introduction Objectives & Purpose Background Survey Demand for Business Change Business Analysis Approach Benefits of the Correct Approach Challenges of the Wrong Approach Summary Conclusions Q & A The Business Analyst role within Solution Driven Projects
  • 9. Survey of Business Analysts • • • • Survey of 36 Business Analysts in August 2014 Gather information and views of other BAs Goal of underpinning the topic by providing evidence Aim of understanding the nature of in other organisations Solution Driven projects • Makes this topic more meaningful The Business Analyst role within Solution Driven Projects
  • 10. Survey of Business Analysts • Do you feel you understand • Have you worked in a Business Analysis role within a 'Solution Driven' what a 'Solution Driven' project is? project in the last year? 4 4 10 Yes No Somewhat Yes 28 26 No The Business Analyst role within Solution Driven Projects
  • 11. Survey of Business Analysts • If 'Yes', what proportion of your Business Analysis time do you normally spend on • Do you feel 'Solution Driven' projects are becoming more common, when compared to 'Solution Driven' projects? developed solutions? 6 6 0-25% 14 25-50% 50-75% 75-100% Yes No Unsure 18 6 10 4 The Business Analyst role within Solution Driven Projects
  • 12. Survey of Business Analyst s “..it makes no sense to reinvent the wheel”. • Other comments; ‘Solution Driven’ is a term I am hearing more and more frequently”. “Sometimes a solution driven project is the way to go when you severe timehacvoenstraints…” “I don't think the difference is as big “…the solution to the problem is only within the number of options offered...” as it's made out to “Never heard the be at times.” term 'Solution driven' before.” The Business Analyst role within Solution Driven Projects
  • 13. • • • • • • • • • • • Introduction Objectives & Purpose Background Survey Demand for Business Change Business Analysis Approach Benefits of the Correct Approach Challenges of the Wrong Approach Summary Conclusions Q & A The Business Analyst role within Solution Driven Projects
  • 14. Case Study Background • • • Business driver for change = reduce known Product Master Data IT Solution quality issues Third party IT Solution provider (ERP); Original scope Revise d scope The Business Analyst role within Solution Driven Projects HR Corporate Finance Supply Chain Logistics Retail
  • 15. Demand for Business Change • Important for the BA to be involved as early as possible – the problem statement – – – Understand Get common understanding of the need for business Build BA relationship with stakeholders Engage early in Project Lifecycle change • RFI / RFP process to select the solution provider – Requirements based selection process • • Use solution provider delivery methodology Knowledge Transfer via the BA – Inbound – Outbound (OUM) The Business Analyst role within Solution Driven Projects
  • 16. Project Organisations • Project structure and organisation – – – – Stakeholders Business Analysts Functional Consultants Internal versus external resources Internal External System Integrator Sponsor Busines s User Busines s Analyst Regulator Project Manager Functional SM Consultant E Tester The Business Analyst role within Solution Driven Projects
  • 17. Business Analysis Approach • Interactions with project stakeholders and third parties – – – – Business users have a day job too Assume Business users have limited working knowledge Disagreement is common; win the hearts and minds Assess Business Readiness • • • Decide and agree responsibilities Make use of BA peer reviews Plan knowledge acquisition up front – – – Known knowns Known unknowns Unknown unknowns The Business Analyst role within Solution Driven Projects
  • 18. Business Analysis Approach • • • Maintain flexibility and openness to change Understand core BA competencies and how to apply them Typical Work Products; why and when to them produce – Lack of a Business Requirements Use of BA ‘Toolkit’ – Key techniques – Pros and Cons Equal focus on the as-is & to-be Conference Room Pilots (CRP) – Iterative and Waterfall combined Document (BRD) • • • The Business Analyst role within Solution Driven Projects
  • 19. Busines s Analysi s Approac h • CRP process Gap Listing - MoSCoW Outside of CRP Analysis of Business Configuration Extension The Business Analyst role within Solution Driven Projects Gaps Change to Oracle Oracle Governance Governance Board Board Desired Result = No Work through each Scenario Sign Off Desired Result = Yes
  • 20. Business Analysis Approach • Manage the gaps Busines s Functionality Standard Product Configuration Extension The Business Analyst role within Solution Driven Projects
  • 21. Business Analysis Approach • Third parties have to grow knowledge of your organisation – This will increase as the project progresses – Two-way exchange of understanding Business Process Reengineering is required Users are more willing if they contribute to shaping the necessary changes • • • What not to – Too much – Too much Plan for the do, and why reliance on third parties modification of the ‘vanilla’ software product • future – How to know when knowledge tasks are ‘complete’ – Organisational Process Assets, Work Products and Deliverables The Business Analyst role within Solution Driven Projects
  • 22. • • • • • • • • • • • Introduction Objectives & Purpose Background Survey Demand for Business Change Business Analysis Approach Benefits of the Correct Approach Challenges of the Wrong Approach Summary Conclusions Q & A The Business Analyst role within Solution Driven Projects
  • 23. Benefits of the Correct Approach • • • • • • Efficient way of assessing organisational readiness Increases the positive perception of the BA Develops the BA and improves BA maturity Delivers positive business change Helps to reduce TCO of an IT solution Enables agility for future business change The Business Analyst role within Solution Driven Projects
  • 24. Challenges of the Wrong Approac h • • • • • • • Why have a BA at all? BA activity driven by external third parties Reluctance for business to accept change Desire to short-cut BA effort; rapid implementation Difficulties with acquiring IT solution knowledge Apprehension about working within solution-driven Potentially loose some core BA skills projects The Business Analyst role within Solution Driven Projects
  • 25. • • • • • • • • • • • Introduction Objectives & Purpose Background Survey Demand for Business Change Business Analysis Approach Benefits of the Correct Approach Challenges of the Wrong Approach Summary Conclusions Q & A The Business Analyst role within Solution Driven Projects
  • 26. Summary • • • • • • • • Be flexible and open minded to change Get involved early, and start at the beginning Grow and develop your BA toolkit Know the difference between ‘vanilla’ and bespoke Business users have a day job too Aim for self-reliance internally Keep It Simple Plan for the future The Business Analyst role within Solution Driven Projects
  • 27. Conclusion s • • Solution Driven projects are becoming more common Business Analysts underpin the success of such projects • • • People; build and maintain key relationships Process; have equal focus on the as-is and to-be Technology; understand and manage the gaps The Business Analyst role within Solution Driven Projects
  • 28. Q & A ? The Business Analyst role within Solution Driven Projects