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Portfolio and
JAMES
THE BUSINESS Leveraging Business Analysis
EXPERT PRESS Project Management Collection
DIGITAL LIBRARIES for Project Success Timothy J. Kloppenborg, Editor
Second Edition
EBOOKS FOR
BUSINESS STUDENTS Vicki James
Leveraging
Curriculum-oriented, born-
digital books for advanced Only 39 percent of projects today are successful. Nearly half of the
business students, written projects that fail do so because of “poor requirements manage-
by academic thought ment” (PMI 2014). Leveraging Business Analysis for Project Success,
leaders who translate real-
Business
Second Edition explores the role of the business analyst in setting a
world business experience project up for success. It informs and educates project managers,
into course readings and sponsors, and organization leaders on what is necessary for proj-
Analysis
reference materials for ect success. This book goes beyond requirements management
for Project
tribute to increased profitability through project selection, scope
professional careers.
definition, and postimplementation evaluation.
POLICIES BUILT The reader will learn about the history of business analysis,
BY LIBRARIANS
Success
professional organizations and resources to support the profes-
• Unlimited simultaneous sion, and what to expect from the business analysis professional
usage at each phase of the project lifecycle as presented in a case study
• Unrestricted downloading
throughout the book. Project leaders will better be able to support
and printing
• Perpetual access for a
one-time fee
the business analysis needs of the project by understanding the
skills, expertise, tasks, resources, and time needed to do business Second Edition
• No platform or analysis right and maximize the return on investment for each
maintenance fees project.
• Free MARC records
• No license to execute Vicki James is a project professional with extensive experience
in project management and business analysis over the past
The Digital Libraries are a
20 years in both the public and private sectors as a consultant
comprehensive, cost-effective
and on staff. She is passionate about learning and sharing best
way to deliver practical
treatments of important practices in these fields of endeavor. This learning has resulted Vicki James
business issues to every in multiple certifications in project management, business analy-
student and faculty member. sis, and Agile. She has coauthored Strategies for Project Sponsorship
(Berrett-Koehler Publishers 2013) and contributed to The Com-
plete Project Manager (Berrett-Koehler Publishers 2012), by Randall
Englund and Alfonso Bucero, and to Going It Alone: Essential Tips for
For further information, a the Independent Consultant, by Karl Wiegers.
free trial, or to order, contact:
sales@businessexpertpress.com Portfolio and
Project Management Collection
www.businessexpertpress.com/librarians
Timothy J. Kloppenborg, Editor
Leveraging Business
Analysis for Project
Success
Leveraging Business
Analysis for Project
Success
Second Edition
Vicki James
Leveraging Business Analysis for Project Success, Second Edition
Copyright © Business Expert Press, LLC, 2019.
10 9 8 7 6 5 4 3 2 1
Keywords
agile; business analysis; business analyst; business case; product manage-
ment; product manager; product owner; requirements; scrum; waterfall
Contents
Foreword................................................................................................ix
Introduction.........................................................................................xiii
Part 1 Business Analysis Explained ........................................... 1
Chapter 1 Business Analysis Defined..................................................3
Chapter 2 The History of Business Analysis........................................9
Chapter 3 The Many Hats of the Business Analyst
(Typical Roles).................................................................17
Part 2 What Your Business Analyst Should Be Doing for You ...19
Chapter 4 The Setup.........................................................................21
Chapter 5 Before the Project.............................................................23
Chapter 6 Initiating the Project........................................................31
Chapter 7 Planning the Project.........................................................39
Chapter 8 Working the Project.........................................................51
Chapter 9 Monitoring and Controlling the Project...........................67
Chapter 10 Finishing the Project........................................................75
Chapter 11 After the Project...............................................................83
Part 3 Organizational Strategies for Business Analysis............. 87
Chapter 12 Understanding the Project Track Record..........................89
Chapter 13 The Project Power Team...................................................93
Chapter 14 Business Analysis Communities.......................................99
Afterword............................................................................................103
Appendix A.........................................................................................105
Appendix B.........................................................................................109
Appendix C.........................................................................................111
Appendix D.........................................................................................113
References............................................................................................117
About the Author.................................................................................119
Index..................................................................................................121
Foreword
Product manager is the new business analyst! This is the theme of this
second edition.
A quick search of trends on Indeed.com shows that product manager
is fourth on the list of job titles in the software development category.
with a peer who pointed out that analyst has the connotation of entry or
mid-level role. Product manager does a much better job of describing the
role that requires great skill and dedication in the practice of business
analysis to ensure products delivered add value to the organization. The
term business analysis professional will be used throughout the book to
cover a variety of job titles including, but not limited to, business analyst,
business systems analyst, product manager, and product owner.
I recently attended an International Institute of Business Analysis,
Seattle Chapter presentation, Product Management 101, by Angela
Govila, where she describes product management in a nutshell.
Product management in a nutshell
Finally, the discussion on Agile and Scaled Agile has been expanded to
accommodate this ever-growing trend.
I hope you enjoy Leveraging Business Analysis for Project Success, Second
Edition, but more importantly, I hope it brings about changes in your
organization that contribute to realizing an increase in the value delivered
from projects.
Introduction
Challenges Today
Projects throughout the world are challenged. Think of your projects.
What percentage were completed on time, on budget, and with the antic-
ipated scope? What percentage never made it to the finishing line to land
in the big project junk pile in the sky? Organizations such as Gartner and
the Standish Group provide statistics each year that tell the same story.
The fact is only 36 percent of projects today are completed successfully,
with an additional 47 percent in the challenged category.
60%
50%
40%
30%
20%
10%
0%
2004 2006 2008 2010 2012 2014 2016
1
V. James, R. Rosenhead, and P. Taylor. 2013. Strategies for Project Sponsorship
(Virginia, VA: Management Concepts Press).
2
Project Management Institute (PMI), www.pmi.org
INTRODUCTION xv
“Collect Requirements?”
I have a hard time with this as a project task. The International
Institute of Business Analysis’s BABOK Guide refers to this activity
as elicit requirements. I think of project requirements like Easter eggs
at an Easter Egg Hunt. We can collect those that are right in front
of our face. But to get all of the Easter eggs, we need to do some
analysis. We need to do a little digging, interview stakeholders (Dad),
and explore until we find the last Easter egg. Because if we don’t find
the last Easter egg, we may have a big stinky mess on our hands down
the road.
This is how we should treat our requirements to avoid a big stinky
mess in our projects. Thorough analysis makes for great requirements.
3
PMBOK ® Guide, 4th edition, page 75.
4
PMBOK ® Guide, 5th edition, page 69.
xvi INTRODUCTION
PMI’s 2017 annual global Pulse of the Profession study revealed that
“inaccurate requirements gathering” remained a primary cause of proj-
ect failure (37 percent) in 2014 (up from 32 percent in 2013). This
fact, plus PMI’s focus on this practice area, led us to research this cause
of failure in-depth and publish our findings in this report. (Pulse of the
Profession, Executive Summary)
5
Credential offered by the IIBA. Credential holders have demonstrated 7,500 hours
of experience in business analysis activities in addition to 21 hours of education, and
have passed a rigorous exam proving expert knowledge in the area of business analysis.
6
A. Smith. 2014. “Requirements Management: A Core Competency for Project and
Program Success.” PMI’s Pulse of the Profession, 2014. http://www.pmi.org/~/media/
PDF/Knowledge Center/PMI-Pulse-Requirements-Management-In-Depth-Report
.ashx, (accessed October 5, 2014).
7
Project Management Institute. 2015. Business Analysis for Practitioners: A Practice
Guide (Newtown Square, PA: Project Management Institute).
8
Project Management Institute. 2017. “Success Rates Rise: Transforming the high
cost of low performance”. PMI’s Pulse of the Profession, 2017. https://www.pmi.org/-/
media/pmi/documents/public/pdf/learning/thought-leadership/pulse/pulse-of-the-
profession-2017.pdf
INTRODUCTION xvii
The PMI also states that this is the main reason for the creation of the
PMI-PBA credential.
The bottom-line is that the PMI is on a mission to enhance the core
competencies of those who elicit and manage requirements for projects
and programs. This is very much like the mission that IIBA has had
since 2003.
Recent Trends
You can see in some of the more current trends how organizations are
working to try improving the success rates of projects and bringing more
value to the business with these projects. They are finding that none pro-
vide the magic bullet that leads to project success.
Agile
Agile methods, especially Scrum, became all the rage rolling into the
mid-2000s and going even stronger in 2018. It promised to be a way
to deliver projects without a heavy investment of documentation and
requirements upfront. The problem isn’t that Scrum is not a way to
gain additional value from the projects an organization takes on. It is.
xviii INTRODUCTION
However, tell anyone that you are doing an Agile project, and the first
thing that comes to mind is that there is not any project documentation.
Wrong! The Manifesto for Agile Software Development9 states: “Working
software over comprehensive documentation.” Agile is not a license to
skip documenting the business need, but rather it provides processes
to do this in a just in time manner, a manner that may not be acceptable
to some organizations or project teams.
Starting with the title, we can see this is a manifesto for software
development. The development of software is a small piece of the overall
9
Manifesto for Agile Software Development. http://agilemanifesto.org
10
D. Rico, H. Sayani, and S. Sone. 2009. “Future of agile methods (Chapter 24).” In
Business Value of Agile Software Methods: Maximizing ROI with Just-in-Time Processes
and Documentation (Fort Lauderdale, FL: J. Ross Publishing), p. 175.
INTRODUCTION xix
11
http://project-pro.us/2012/04/14/agile_not_pm_framework
xx INTRODUCTION
value they bring to the final solution. The product owner is also
responsible for eliciting, documenting, and communicating the require
ments for each of the user stories (features). This book is for the product
owner.
I am a fan of Scrum when the following conditions exist:
Scaled Agile
Organizations began to see the benefits that Agile and Lean brought in
delivering successful projects but were looking to apply the same a gility to
larger-scale projects. Scaled Agile12 came to the rescue with a new Scaled
Agile Framework (SAFe®). SAFe provides a framework to scale large
organizational projects across many engineering teams. This is handled
through the use of various levels of backlog. A backlog is a prioritized
list of features or functions that will add value to the product and to
the organization. Depending on the level of SAFe needed, there may be
a portfolio-level backlog of features that can feed many program-level
backlogs. Each program-level backlog, in turn, feeds many team-level
backlogs. Many teams will work independently to deliver features that
will integrate into a single system. Thorough business analysis for clarity
in understanding the value, and therefore, the priority of each feature
or function is critical to success in SAFe. Business analysis is also a criti-
cal component for successful integration that results in a single cohesive
integrated solution.
12
https://www.scaledagile.com
INTRODUCTION xxi
The Product Owner is responsible for maximizing the value of the prod-
uct resulting from work of the Development Team. How this is done
may vary widely across organizations, Scrum Teams, and individuals.
The Product Owner is the sole person responsible for managing the
Product Backlog. Product Backlog management includes the following:
The Product Owner may do the aforementioned work, or have the De-
velopment Team do it. However, the Product Owner remains accountable.
The Product Owner is one person, not a committee. The Product
Owner may represent the desires of a committee in the Product Back-
log, but those wanting to change a Product Backlog item’s priority
must address the Product Owner.
For the Product Owner to succeed, the entire organization must
respect his or her decisions. The Product Owner’s decisions are visible
in the content and ordering of the Product Backlog. No one can force
the Development Team to work from a different set of requirements.
Source: Schwaber, K. and J. Sutherland. 2017. The Scrum Guide™, the Definitive
Guide to Scrum: The Rules of the Game.
Lean
5 Lean Principles
Value: Identity what really matters to the customer
Value Stream: Ensuring every activity adds customer value
Flow: Eliminating discontinuities in the value stream
Pull: Production is initiated by demand
Perfection: Retaining integrity via Jidoka (autonomation) and
Poka-Yoke (mistake-proofing)
13
Definition from the Lean Manufacturing Facilitator’s Glossary. http://tpslean.com/
glossary/leanproductiondef.htm
xxiv INTRODUCTION
We Do Analysis
1
Project Management Institute. 2017. The PMI Guide to Business Analysis (Newtown
Square, PA: Project Management Institute).
4 LEVERAGING BUSINESS ANALYSIS FOR PROJECT SUCCESS
The following two lists, activities and work produced, offer additional
perspective on what a business analysis professional does.
When we compare our current project team roles with the activities
and work produced, you may find that many jobs do the activities and
product the work described of a business analyst. Some common proj-
ect roles that do business analysis include product manager, product
owner, data analyst, project manager, technical writer, and developer.
If the two preceding lists sound like what you do, then you do business
analysis.
But nothing had stopped the rush of the Italians (see page 158)
To face page 160
CHAPTER XIII