Erin Brockovich: The Business Analyst
Recently I saw Erin Brockovich for the nth times (yes I can't remember how many times I have seen Erin Brockovich). It is needless to say that it is a great movie but at the same time it teaches you so much about how to go about your work.
How can we Business Analysts learn from Erin Brockovich and perform our tasks better:
- When you get a business case or a business problem investigate a bit further, just like erin did.
- Talk to people, visit them understand their problem.
- If the business is new for you talk to the subject matter experts no matter from where you get hold of them. Talk to them try to understand the business and the industry.
- Get involved in the project and keep the positive energy flowing. Be available for others to come and communicate with you.
- Always be aligned to the client, even when you are talking about their costs.
- Always take time out to build relationships with the client, it pays a lot.
- There will be resistance from some people in the client take that in your stride.
- Continue doing your good work and the resistance will melt away.
- Take good care of your loved ones, take time out for them as they are the ones who are going to keep your lifeline going on. You don't want to lose them.
Tarun Chandel
The Business Analyst
How to stay on top of your work
As Business Analysts we face some very hectic days, especially at the start of the projects. All of us have seen days when we keep running in and out of Requirement Gathering workshops and meetings with the stakeholders. These workshops and meetings generally last the whole day and the routine continues for days.In midst of all these meetings the Business Analyst is supposed to make sense of the business problems and keep working on the deliverables as well. There are so many things going on that it becomes difficult to stay on top of your work.
Here are some tools that I have been using, it works really well for me. I hope it helps you.
- Get Offline and maintain a personal notebook to record all the project related info: Yes it is very important that you get off your laptop. Your laptop is your workstation and it believe it will distract you with so many things like mails, pings from other people, your use cases and other documents and deliverables. It is important that you move away from your laptop to organize your work. Invest in a personal notebook to maintain all the project related information.
- Keep calendar marked for important dates and tasks: As there are tonnes of things going around in the project you need to stay on top of the so many different dates. When is the next workshop, whne is the next meeting with the stakeholder, when is the deliverable due dats, when is the date to respond to all the queries, when is your boss visiting you, when is the meeting with the tech team .... Yes the dates will drive you crazy. We do use Outlook for organizing our meetings but it is also very important that we keep an offline record in our notebook. So that we can plan our work accordingly.
- Tip: Paste prints of monthly and yearly views of the calendars
- Tip: Color code the meetings.
- Keep all the important numbers handy: We meet so many new people in a project and you never know who you might need at what stage of your project. Though we all have a phone and you have their number in it but it is difficult to remember all the name (yes it is not easy for me) and unless we have a phone with great search tool (my phone doesn't have it) it is better to have the list of number ready to use.
- Tip: Take a printout and paste the list at the start of the notebook.
- Divide the notebook into sections: Divide the notebook logical sections. This will help you to find the appropriate information quickly. Also it helps you to better organize the information.
- Spend half an hour at the start of everyday to plan your day: This is the most important activity. When you start our day by going through the notebook you get a quick snapshot of the current status of the project. You should start your day with looking at the upcoming important dates and tasks for the day. It will help you to plan your day and keep tab on the day's activities.
- Spend half and hour at the end of the day to fill the gaps and updating the work book: End your day with updating the notebook with the learnings of meetings and workshops you attended during the day. You must do this exercise without postponing it to the next day. It doesn't take more than half an hour to complete this activity but it will help you to stay on top of your work.
- Carry the book to every meeting and keep taking notes: Do carry this notebook to every meeting you attend and make small notes. This will help you to sync up at the end of the day. Believe me when you are attending more than one meeting everyday it takes a lot out of you and it becomes difficult to remember each and everything. These notes will help you to retain pointers to important decisions or discussions you had in the meeting.
- Over the time it will become the most important BA tool: If you maintain the notebook properly it will become the most important BA tool as it is going to help you to do you Business Analysis tasks better.
Points to remember:
Not easy to do, there is a learning curve.
Tip: Keep doing it religiously for a month and it will definitely help you to stay on top of your work.
Tarun Chandel
The Business Analyst
Back with a Buddha Moment
Alrite it's been a really long time that I have posted anything here. Blame me, curse me but please excuse me for the long absence. I promise I will make up for the lost time in coming months.
I was recently reading a book from the Dalai Lama the leader in exile of Tibet and a quote just got stuck in my head. I modified the quote to make it relevant to the Business Analysis Blog (the embolden words are my modification).
We must ultimately develop more than mere academic knowledge of the Business Analysis. We must integrate the truths of the Business Analysis teaching into the depths of our very being, so that they become reflected in our lives.Buddha momemt for the Business Analysis blog!
Collaboration is of little value if it remains an idea. It must become our attitude towards others, reflected in all our thoughts and actions.
- Modified version of The Dalai Lama's Golden words, taken from his book An Open Heart
I hope all of you are doing good. There is lot more to say so please keep coming back :)
Tarun Chandel
The Business Analyst
Matt's Journey for a Perfect Business Analysis Role
Matt was recently looking for a job shift. Matt is a Business Analyst and is open to relocate to any place given that the work he gets should be good and in the profile of a Business Analyst. When Matt started his search on internet job portals he stumbled upon a lot of job openings for Business Analysts. He soon realized that BAs are required almost all over the world be it USA, UK, Rest of Europe, South Africa, Australia, India, Singapore or New Zealand (place he always wanted to visit).
Here are some of the Business Analysis Job Ads that Matt found:
| USA | Job Profile and Skills Required |
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| UK | Job Profile and Skills Required |
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| Switzerland | Job Profile and Skills Required |
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| Singapore | Job Profile and Skills Required |
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| India | Job Profile and Skills Required |
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After going through the Ads Matt found that the Job Description of a Business Analyst role differs at various places. The Business Analysis skills needed at different location varies as well. He decided to make a list of similar qualities that were needed at all the locations, at the same time it made sense to make a matrix of special skills needed depending on the location.
| Country | Job Profile and Skills Required |
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After reading a bit more about the Business Analysis profession on internet and talking to his Business Analyst friends and seniors Matt realized that these qualities are not really geography specific and the categorization doesn't present the true picture of the Business Analysis practice all over the world. He decided to look at the whole picture from a different perspective, ignoring the geographies for a while. Matt decided to look at definition of Business Analyst, a liaison between the Customer and the Development team. There he found the correct axis for his measurement:
- Where is the customer and
- Where is the development team?
Responsibilities of a Business Analyst at Customer Location:
- Lead working sessions with client to capture product requirements and translate those requirements into structured Product Definition Documents.
- Developing process flows from high-level concepts.
- Ask the right questions at sufficient detail in order to capture the essence of the product requirements.
- Liaise with technology team to provide constant business understanding and support.
- Serve as a client representative in briefings, meetings, and conferences.
Responsibilities of a Business Analyst in case of Distributed team (thanks to outsourcing):
- Liaise with offshore and onshore teams to provide constant business understanding and support and keep both the team on the same page.
Business Analysis Skills needed at the Customer end:
- Experience in Solution Design, Business Analyst (BA), Architecture, Consulting
- Ability to lead working sessions with client to capture product requirements and translate those requirements into structured Product Definition Documents
- Demonstrates strong interpersonal skills, with the members of the Development Team.
- Excellent Communication and Inter-personal Skills.
Tarun Chandel
The Business Analyst
*With the help of a fictional character Matt I tried to capture the Roles and Responsibilities of a Business Analysts in different situations. I am sure that the list can be extended further, please share your expereinces so that we can have a comprehensive list.
2009 A year of Business Analysis
Business Analysis Meet, London
Hi fellow Business Analysts,
I am planning a Business Analysis Meet in London in January. Though the date is not yet final but most probably it will be 10th January 2009 (Saturday). The idea is fairly simple, it is going to be a gathering of BAs to discuss the issues and learning in the field of Business Analysis.
I will be adding more details as and when it becomes clear.
Looking forward to meet all the BAs in London.
Update:
Due to lack of time the meeting will have to rescheduled to some later date in the January. We did have a Business Analyst Lunch in Canary Wharf on 18th December. There were 30 odd BAs at the lunch and we had some interesting discussions and a good lunch as well :) I am keen on doing more such small Lunch meetings than having a full fledged Meet of 6 - 7 hours. Drop me a mail or a comment what would you prefer.
Tarun Chandel
The Business Analyst
Business Analysis Tools: Storyboards
What are Storyboards?
Storyboards are graphic organizers such as a series of illustrations or images displayed in sequence for the purpose of previsualizing a motion graphic or interactive media sequence, including website interactivity. [Wikipedia]
How Storyboards are used by the Moviemakers and Business Analysts?
Movie makers use the storyboards to illustrate the story better. They break the story into scene and then they work on the details of one scene at a time. It is not necessary that they do the storyboarding of each and every scene. Sometime movie makers do the storyboarding of only few important scenes. In the software industry we learn from a variety of fields and storybording is something that we have picked up from movie makers. As a Business Analyst we try to see the bigger picture of the business problems of the client. To get it right storyboards help a lot. Just like movie makers we break the bigger picture of Business into smaller sections and then focus on one section at a time. This way we enrich our knowledge of client's business piece by piece, section by section. We can easily identify where we need to more research, where we need more analysis. Storyboarding not only helps BA in creating a bigger picture but a High Definition bigger picture where you can zoom to finer details.
Uses and Benefits of using Storyboards:
- Helps a BA in identifying the areas where more information is needed.
- Helps a BA in identifying the areas where more analysis is needed.
- View the bigger picture (in High Definition)
- Easy to communicate the understanding to clients
- Helps in organizing the work.

Storyboards help a Business Analyst in creating a High Definition Bigger Picture of client's business.
Where do BAs use the Storyboards:
- In the Enterprise Analysis Phase, for creating the Business Case.
- In the Requirement Elicitation Phase just before the Prototype is created.
CGarison: I only use story boards when mapping processes in realtion to new software implementation. Yes, before proto as well. But only for new processes (screens/systems) into existing flows.
Ranjan: I used storyboards after the use cases were written. Prototyping and story boards go in parallel. It can only be done after the detail requirements are written. It takes a lot of skill to do it, MS-Visio is a great tool to use for Storyboarding.
How much should a Business Analyst Storyboard?
Ranjan also shared a very important point that, Storyboards are good only if your project needs it and you have to decide to what extent you want to do it. I completely agree with him on this point depending on the time at hand, the complexity of the business problem, the budget and the resources, you take a decision to go for detailed Storyboarding. You can make your picture as High Resolution as you want but, there is a cost involved to it. So decide in advance when you want to go for detailing. May be you can pick certain areas and go for detailing of those. What I typically do is I use the brown paper wall and story cards to make a quick storyboard and then decide which section to detail right now and which section to pick up later.
Creating a Storyboard on a brown paper wall with help of Storycards and Post-its helps in identifying the right sections to focus on. I use legend post-its (notice pink one) to identify sections where I need to do more analysis (dark pink) and where I need input from the client (light pink). Also I keep myself reminding about the Horizontal Analysis and Vertical Analysis.
Points to keep in mind while Storyboarding:
- Keep it simple: Keep the story simple, do not make it complicated.
- Break the story into scenes: Breaking the story into scenes or sections will help you to organize the story better. It will also help you in identifying the shortcomings, if any, in the story. While making a Storyboad, do the Horizontal and Vertical analysis of storyboard, that will ensure completeness of the story.
- Make it collaborative: The idea behind storyboarding is to make the complete picture clear. To make sure that you have covered every aspect of the story, involve your clients in the storyboarding session. Check the logic flow (“necessary and sufficient” arguments)
- Tell a good story: In the end keep in mind to tell a good story.
The Business Analyst
Business Analyst: Face of the Organization
Business Analyst is the person who interacts directly with the client. Business Analyst is the face of implementation team for the client. As Business Analysta we have to communicate a lot with our client, it's important to keep in mind that we represent the whole team and the whole organization (especially in the current scenario of outsourcing). All our actions will make a difference in the manner client perceives our team or our company. It's the responsibility of a Business Analyst to build the confidence of client in himself and that in process will build the client's confidence in our team and in our organization.
Tarun Chandel
The Business Analyst
Business Analysis Tool: Mindmaps for documenting Brainstorming sessions
One of the tools that I have recently started using for carrying out my work as a Business Analyst is Mindmaps. It is a simple yet very effective way of organizing your thoughts. I personally find it very useful during the brainstorming sessions. During the brainstorming stage a Business Analyst has tons of ideas flying all around. Mindmaps allow a BA to clearly organize these ideas.
It is not necessary to use a Mindmap software to draw the mindmaps, we can simply use a notepad and a pencil. I personally tend to use the brown paper and stickies to make the mindmaps during the brainstorming session and after the session is over, I quickly make a soft copy of the final map using the software.

Is mindmap a deliverable of a Business Analyst? NO, mindmap is not a deliverable. During the time of brainstorming stages BAs do not have to deliver as they are in the process of understanding the business and the issues of the client. Mindmap is a tool that helps a Business Analyst in documenting the brainstorming session better. As a good practice I send a copy of the mindmap as an email attachment to the stakeholders to validate my understanding of the business. Because mindmap is a very small pictorial presentation of the business it hardly takes any time for the stakeholders to go through it and it gives a clear picture of the understanding a BA. This helps me in keeping everyone on the same page after the brainstorming session.
A brainstorming session is a very effective way to get loads of ideas in a short span of time but at the same time it gives a false feeling to the client that they have revealed all the necessary info to you. After a brainstorming session it is necessary that you set the expectations of your client right by letting them know what have you understood and what areas were you focusing on. In case you don't do that it may lead to a situation that the client is under the impression that you know a lot while you are still in the early stages of making sense. Mindmaps is an effective way to let the client know how much you have understood from the session and dissipate the confusion, if any.
Do let me know how do you take down the learning from a brainstorming session.
Tarun Chandel
The Business Analyst
Business Analysis Blog Job Board
With a lot of Business Analysts visiting The Business Analysis Blog, listing a Job Opening here will give a good chance to find the right Business Analyst for your requirement.
List the Job openings for Business Analysts for an introductory price of $5 for 30 days.
Please send an email to tarunchandel at gmail.
Tarun Chandel
The Business Analyst
Business Analyst - Why to Stay Updated?
As a Business Analyst we should always keep ouurself updated with the future plans of our client. If the client is planning to change their strategies for future where can we fit in?
If we don't it may happen that one day we will wake up and project will be over as the client decided to move on to something else. Remember the idea is to be a trusted partner with our client.
Also we should keep your eyes and ears open about the market state of your client. It should not happen that your client is going bankrupt and we are the last one to know about it. We want to make sure that our company has sent the invoice to the client before such calamity hits them.
Follow the KYC Policy (Know Your Customer Policy) it will lead to less surprises and much less shocks.
Tarun Chandel
The Business Analyst
Business Analyst Focus on your Client's Customers
A Business Analyst should focus on the customers of his client.I have written about this point a couple of times in past and I got some mails asking me why the Business Analyst should focus on all this?
As a Business Analyst our primary role is to get the requirement for the current project right, no matter what that has to be correct and our complete focus should be on that. As a Business Analyst, while performing our day-to-day tasks we interact a lot with the stakeholders and we get the best opportunity to understand the business of our client. We can use the knowledge that we gather in our day-to-day work, to gain more business from the same client.
You got it; the idea is to get more business from the same client.If we need more business from the same client, we need to focus on things that are important to their business. The most important thing for any business is the satisfaction of its customers. Bingo, that is where we should focus as well. If we can tell them how our solution will help them serve their customers better we have good chances of getting the business.
Everyone seeks people who can work as partners and treat the problem as their own. While performing the Business Analysis activities, the understanding of business that we gained and relationship with customer that we build, will help us in this area. But, only if we are helping them meet their requirements (back to our primary task of Business Analysis, a vicious circle :))
A Business Analyst’s success should be measured in terms of how he helped the client in serving their customer better. If we can help our customer to create value for their customers, we will never run out of business and will help us beat the 1000s of other IT Solution providers (there’s our appraisal ☺).
What are the things that a Business Analyst should look for when gathering information about the client?
- What are the numbers they (client) are interested in?
- Who are their customers and what do they serve to them? It is important that you do your share of research. It will help you understand better how your solution is going to help your customer.
- How are they better/worse than their competitors? It is important because in case their competitors start eating the market share it will hit you someday.
- Who are the decision makers? It is important to know the organizational hierarchy of the customer and at the same time do a RACI mapping of it. That way you will know the exact role everyone plays in the organization. This will help you to target right people to build your bonds with.
- How can you help them?
Tarun Chandel
The Business Analyst