Iiba May 20 2009 How To Faciltate Business Analysis and Discovery Meetings
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Transcript of Iiba May 20 2009 How To Faciltate Business Analysis and Discovery Meetings
Requirements Discovery and Modeling(or How To Facilitate Business Analysis and Discovery Meetings)
Chuck BoudreauEnterprise Business ArchitectIIBA Colorado Springs May 20, 2009
About Compassion International
• compassion.com• blog.compassion.com
Where Compassion Works
Compassion’s Global Partners
How Compassion Works
Today is Special Day
• May 20, 2009• 1,000,000th sponsored child (concurrently)
About Compassion IT
• 155 IT staff (not including contractors)• Sybase legacy technology• Microsoft strategic technology• Serves internal customers
o Sales/marketingo Sponsor/donor serviceso Beneficiary program services
Assumptions About You
• Involved in IT software projects• Interested in seeing how others approach
business analysis and discovery• Want to learn some techniques that work
in order to apply in your context• Busy...need to keep it practical
Topics of Discussion
• Motivation for various IT business analysis deliverables
• Techniques and mindset for leading requirements discovery activities
• Other training and learning resources• Q&A throughout
Question: How’s It Working for You?
• Requirements discovery• Clarity of business goals• Testable requirements• Access to SMEs
Stake in the Ground
• Biggest risks in project are not technical• Lack of clarity is the biggest risk • Reduce risk by eliminating uncertainty
(increasing clarity)
Stake in the Ground
• Content in the deliverables you produce is wrongo It is less wrong as you engage more people in the
process of reviewing• People stink at process conformity, but they are
good at pointing out what’s out of alignment
Reminder: IT Enables Business
• Initial deliverables should represent business context
• Focus on “what” first• Focus on “how” later
Business Analysis Deliverables
• Business glossary• BPMN diagrams• Use cases• Features matrix• State charts
Business Glossary
• Terms used in the business context• Cultivated real-time in discovery
meetings• Living document
Business Process Model Notation (BPMN) Diagrams• Describe the business context for the
system under discussion• Cultivated real-time in discovery
meetings
Use Cases
• Essentialo Business language: the “what”o Reviewed by the business
• Detailedo Derived from the essential use caseso Implementation/technical language: the “how”o Reviewed by the technology implementers
Tips on Use Cases
• Avoid the “tyranny of the template”• Cultivate real-time in discovery
meetings• Know when it starts
o TUCBW• Know when it ends
o TUCEW• Capture issues in the work-in-progress
Features matrix
• “The ability to…”
State Charts (Sometimes)
• Managing and tracking key entities through their lifecycle
• Sometimes makes a good organizing metaphor
Preparing for Discovery
• Meet participants ahead of time• Arrange to have two business analysts
in meetings• Get meeting rooms with big walls or
whiteboards• Camera (preferably wireless)• Markers, stickies, candies, toys
Great Opening Lines
• What are yours?• How do you open the dialog
Try These on for Size
• What does your system manage and track?
• Describe the business events that cause you or your staff (or system) to take action?
Unfolding the Details
• “What happens next?”• “What data to you need?”• Avoid technical details• Work the documents
o Business glossaryo BPMN diagramso Use cases
Dealing With Problems
• Setting goals and planning on how to measure meeting progress
• Getting to the whiteboard right away• Shifting into the “as is” when discussing “to be”• Lack of velocity/ low energy• Three-minute rule• Overbearing people
Remember
• The focus is on describing software behavior in a business setting
Other Resources
• Read the Agile Manifesto http://agilemanifesto.org/ • Visit Gary Evans’ website http://www.evanetics.com • Read “What is an Agile Culture?” at
http://www.evanetics.com/Articles/ar_essays/AgileCulture.htm • Bookmark and review the content of your choosing at Gary Evans’ site at
http://www.evanetics.com/ (my personal favorites below)• Tales of Fragility http://www.evanetics.com/Articles/ar_essays/fragility.htm • Honeybees and Spiders http://www.evanetics.com/Articles/ar_essays/bees&spiders.htm • Articles on Use Cases http://www.evanetics.com/Articles/ar_usecases/ar_usecases.htm