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Lesson 4 - Knowledge Areas
Lesson 4 - Knowledge Areas
Knowledge areas represent areas of specific business analysis expertise that encompass several tasks.
Business Analysis
Planning and Strategy Analysis
Monitoring
This involves assessing the initiative from a stakeholder, scope, organizational environment,
and expected outcomes perspective.
Plan Business Analysis Approach
It is also important for the Business Analyst to understand any existing methodologies or any
previously defined and repeatable standard Business Analysis practices.
The Business Analyst should tailor any such standardized processes to suit the needs of a
particular initiative.
Plan Business Analysis Approach
The Business Analyst should repeat the processes, techniques, and tools which
have proven to work well for the organization.
Plan Stakeholder Engagement
The Business Analyst plans for stakeholder engagement by working on an approach for establishing
and maintaining effective working relationships with the stakeholders.
Plan Stakeholder Engagement
When planning the stakeholder engagement, the number of stakeholders will add to stakeholder
complexity.
The Business Analyst must consider the format and engagement models accordingly.
Plan Business Analysis Governance
The purpose is to define how decisions are made about requirements and designs
including reviews, change control, approvals, and prioritization.
Plan Business Analysis Governance
Factors that ensure smooth running of governance Business Analysis activities during
the project are:
When planning the Governance approach, the Business Analyst should include the following aspects:
Business Analysis information includes all the Business Analysis artifacts generated
during different Business Analysis activities in a project.
A plan should be agreed on early in the project to manage, link, and track all types
of Business Analysis information.
Plan Business Analysis Information Management
A Business Analyst should plan for aspects such as the level of detail of information and
how the information should be organized, accessed, and stored.
The Business Analyst should also plan for any relationships that might exist between
information types and agree on any specific characteristics or attributes.
Identify Business Analysis Performance Improvements
The Business Analyst must understand the most appropriate elicitation approach and
what to consider when choosing techniques, logistics, and stakeholder engagement.
Elicitation and Collaboration Tasks
Manage stakeholder
collaboration
Elicitation
Conduct elicitation
and
collaboration
tasks
Communicate Business
Analysis information
Confirm elicitation results
Prepare for Elicitation
The purpose is to understand the scope of the elicitation activity, select appropriate techniques, and
plan for appropriate supporting materials and resources.
A Business Analyst will define the key outcomes of the elicitation activity sessions.
Prepare for Elicitation
Business Analyst will use a combination of different approaches, techniques, and styles
to obtain and complete the elicitation activities.
Conduct Elicitation
The purpose is to draw out, explore, and identify information relevant to the change.
Conduct Elicitation
Collaborative
Vestibulum congue
Three
common
types of
elicitation
Conduct Elicitation
The Business Analyst is responsible for confirming the elicitation results obtained after
the elicitation activity has concluded.
This involves checking if the information gathered is accurate, complete, and consistent
with previously documented elicitation results.
Confirm Elicitation Results
The purpose is to check the information gathered during an elicitation session for
accuracy and consistency with other information.
Confirm Elicitation Results
The Business Analyst should always check the information obtained during an elicitation
session to uncover any:
• Errors
• Conflicting information
• Missing information
• Potential ambiguity that might need to
be clarified with stakeholders
Confirm Elicitation Results
The Business Analyst should compare the elicitation results against any existing
information and the results of similar sessions to ensure the information is consistent.
The Business Analyst may need to engage stakeholders to clarify or confirm that
the information was correctly captured during the elicitation session.
Confirm Elicitation Results
Depending on the accuracy of the information it might be required to plan additional elicitation
sessions to elaborate or clarify any misinformation or discrepancies with stakeholders.
Confirm Elicitation Results
The Business Analyst may apply the following techniques to communicate the Business
Analysis information gathered during elicitation sessions.
The purpose is to ensure stakeholders have a shared understanding of Business Analysis information.
Communicate Business Analysis Information
Communicating the information at the right time in understandable formats to the intended
stakeholder is a success factor.
It is important for a Business Analyst to pay attention to the tone, style, and language used when
communicating Business Analysis information to a particular stakeholder audience.
Communicate Business Analysis Information
Information and feedback flows between the Business Analysts and the stakeholders in a two-
way communication format.
Communicate Business Analysis Information
The Business Analyst may deliver the information in different ways such as formal
documentation, informal documentation, or presentations.
The Business Analyst should work with stakeholders to ensure that the information is
accurate and relevant to the purpose of what the delivery is working towards.
Manage Stakeholder Collaboration
The Business Analyst works with many different stakeholders across the
breadth of the Business Analysis work activities.
These stakeholders hold different levels of influence and power in terms of the approvals
and buy-in of the work products or deliverables of the Business Analysis function.
Manage Stakeholder Collaboration
In many cases, the stakeholders are also the primary source of information.
Therefore, it is important for the Business Analyst to confirm the roles of the stakeholders
to ensure that the right stakeholders are involved.
Manage Stakeholder Collaboration
New stakeholders should be incorporated into the Business Analysis activities in terms of their
role, influence, responsibilities, cultural attitude, and any other authority they may have..
Manage Stakeholder Collaboration
A strong relationship with the stakeholders will help the Business Analyst.
Therefore, efforts must be taken to build sound and trusted relationships with the
stakeholders throughout the initiative.
Requirements Life Cycle Management
Requirements Life Cycle Management
The Business Analyst performs tasks and activities as part of their role to manage the life cycle of
requirements throughout any initiative, from the start to the end.
The goal is to ensure that all the types of requirements and designs are aligned and consistent
with each other and are also maintained and implemented in the initiative's solution.
Requirements Life Cycle Management Tasks
Trace requirements
Approve Maintain
requirements requirements
Tasks
The purpose is to ensure that requirements and designs at different levels are aligned to one
another and to manage the effects of the change to one level on related requirements.
Trace Requirements
Tracing identifies and documents the lineage of each requirement, including its:
Relationship to other
requirements
The purpose of requirements traceability is to trace where each requirement or design originates
from and what its life cycle is throughout the project.
Trace Requirements
Knowing why and where ensures that once the solution is delivered, it solves the original requirement.
The Business Analyst will know who to contact and be able to manage the risk, scope, and any
change associated with that requirement.
Reasons to Trace Requirements
Requirements traceability provides a clear view of requirements in a way that allows the team to plan
and allocate which requirements to include into which releases.
Therefore, requirements must be allocated to the same release period and the same resource
group for implementation.
Maintain Requirements
The purpose is to retain requirement accuracy and consistency throughout and beyond the change
during the entire requirements life cycle and to support reuse of requirements in other solutions.
Maintain Requirements
Many factors can influence the requirements regularly when working with requirements on an
initiative.
It is important to keep the requirements accurate and consistent throughout the entire initiative.
The task is important to the overall life cycle of the requirements as it reflects the level of importance
that stakeholders place on a specific requirement relative to all other requirements.
Prioritize Requirements
Each stakeholder has their opinion of the relative importance of each of the requirements.
The Business Analyst has to facilitate a session with all the stakeholders involved to prioritize the
requirements according to an agreed prioritization method.
Prioritize Requirements
Prioritization of requirements is an ongoing activity. The Business Analyst needs to closely monitor
and actively manage it in close collaboration with all other stakeholders.
Every Business Analyst knows that change is a constant factor that must be managed during any initiative.
Assess Requirements Changes
The purpose is to evaluate the implications of proposed changes to requirements and designs.
Assess Requirements Changes
The Business Analyst must determine whether a proposed change to a requirement will
increase the value of the overall solution.
If it will increase the value, it is important to then determine what action should be taken to
make this happen.
Assess Requirements Changes
The Business Analyst will reach the stage in the requirements life cycle when the requirements and
designs must be approved for the life cycle to progress to the next stage of an initiative.
Approve Requirements
The purpose is to obtain agreement on and approval of requirements and designs for Business
Analysis work to continue or solution construction to proceed.
The Business Analysts must ensure clear communication of requirements, designs, and other
Business Analysis information to the stakeholders.
Approve Requirements
The level of formality associated with the approval processes depends on the type of delivery
approach that is being followed.
Predictive Adaptive
Approve Requirements
Predictive Adaptive
The approvals are often performed The requirements are often approved
during the end of phase meetings or on a just-in-time basis prior to build and
change control meetings. implementation activities.
Approve Requirements
Involve all the impacted stakeholder groups during the assessment of the proposed change
Ensure they receive the relevant communication about providing their responsibility to
approve the change
Strategy Analysis
Strategy Analysis
It describes the business analysis work that must be performed to collaborate with the
stakeholders to identify a business need.
Assess Risks
Analyze Current State
Work begins by defining and analyzing the current state of the organization or
business area under consideration.
Analyze Current State
BABOK®
Why an enterprise Guide V3
What would be directly
needs to change some
or indirectly affected by
aspect of how it
the change
operates
Analyze Current State
When analyzing the current state, gain a good understanding of why the change is needed.
It is important to understand that the current state is analyzed and explored in just enough
detail to validate and confirm the need for a change in a particular situation.
Analyze Current State
The current state can be described at different levels, ranging from the entire
organization to small parts of a solution.
Analyze Current State
Internal and external influencers and other changes can affect the current state in ways
that force changes in the:
The elements that a business analyst should consider to analyze the current state include:
Business needs are the problems and opportunities of strategic importance experienced by
the enterprise. They can come from different levels within the organization:
An organization has been using a legacy accounting software package for more than five years.
This is a strategic goal that has been identified and needs to be achieved.
In this scenario, since the existing software vendor is out of business, the
issues or problems identified and raised by the organization’s employees
using the software package are not resolved.
The purpose is to determine the set of necessary conditions to meet the business need.
The Business Analyst considers the assumptions and constraints to ensure that:
It is an important task in Business Analysis activity that supports the business in their journey to
define the future vision for the solution to their business needs.
The Business Analyst considers these elements to define the future state:
Assessing risks is about analyzing the risks and actively managing their potential impact on the
solution.
The Business Analyst identifies risks associated with the current state, the desired future state,
a specific change or change strategy, or any other area within the enterprise.
Assess Risk
The purpose is to develop and assess alternative approaches to the change and then
select the recommended approach.
It is a key task in Business Analysis as it supports the transition of the enterprise from the
current state to the desired future state in a planned and systematic manner.
Define Change Strategy
While developing the change strategy, describe the change by answering the key questions:
Defining a change strategy involves identifying several strategies and selecting the
strategy that is most appropriate for the situation such as:
Change strategies can involve achieving only some parts of a future state initially.
Therefore, they include only some components of a complete solution.
The change strategy should clarify which parts of the solution are complete and
which parts of the value can be realized.
Requirements Analysis and Design Definition
Requirements Analysis and Design Definition
The purpose is to analyze, synthesize, and refine elicitation results into requirements and designs.
The Business Analyst analyzes and creates representations of this information in a format
that is understandable by other stakeholder groups who need the information.
Specify and Model Requirements
The term requirements is used when the focus of the specifying and modeling activity is on
understanding the business need.
The outputs generated from these types of analysis activities are referred to as requirements.
Specify and Model Requirements
The term designs is used when the focus of the specifying and modeling activity is on
understanding the solution.
The outputs generated from these types of analysis activities are referred to as designs.
Specify and Model Requirements
It is important to verify the requirements for Business Analysts to ensure that quality standards
have been met and that requirements are fit for purpose.
A good requirement should always have important and critical characteristics fulfilled.
Verify Requirements
The purpose is to ensure that requirements and design specifications and models meet
quality standards and are usable for the purpose they serve.
The verifying requirements task ensures that the requirements and designs have been
defined correctly by the Business Analyst.
Verify Requirements
Requirements and designs must be prepared in a way that is effective and relevant for the
intended purpose and meets the needs of the stakeholder.
Validate Requirements
The purpose is to ensure that all requirements and designs align with the business
requirements and support the delivery of needed value.
Validate Requirements
Requirements validation is performed throughout the life cycle of the requirements and designs
and ensures that these are aligned with business needs.
It is also performed to ensure that all stakeholders remain in alignment with what is required.
The purpose is to ensure that the requirements collectively support one another to fully
achieve the objectives.
It is about establishing the structure of all the requirements to form cohesive requirements
that support the business objectives for the change.
Define Requirements Architecture
The requirements architecture is the way that the requirements are put together to get a
holistic view of the requirements.
The Business Analyst performs activities in terms of implementing the requirements prepared
to achieve the business value. This is referred to as identifying the design options.
The purpose is to estimate the potential value for each design option and to establish which
one is most appropriate to meet the enterprise’s requirements.
Value can be described in terms of finance, reputation, or even impact on the marketplace.
It is required to build a prototype or proof of concept first to determine the best design option.
Solution Evaluation
Solution Evaluation
Prototypes or proof of concept are working but limited versions of a solution that
demonstrates value.
Pilot or beta releases are limited versions of a solution used to work through problems to
understand how well it delivers value before the full release.
● It is tested by a selected
group of users.
Operational Releases
Operational releases are full versions of a partial or complete solution used to:
Execute a process
Solution Evaluation
Solution evaluation:
● Describes these tasks that analyze the actual
value being delivered
● Identifies the limitations which prevent the value
from being realized
● Makes recommendations to increase the value of
the solution
● Includes any combination of performance
assessments, tests, and experiments
● May combine both objective and subjective
assessments of value
Solution Evaluation Tasks
The purpose is to define performance measures and use the data collected to evaluate the
effectiveness of a solution in relation to the value it brings.
When solutions do not have built-in performance measures, the Business Analyst works with the
stakeholders to measure the solution’s effectiveness.
Measure Solution Performance
Performance may be assessed through key performance indicators (KPIs) aligned with:
The purpose is to provide insights into the performance of a solution in relation to the value it brings.
The purpose is to determine the factors internal to the solution that restrict the full realization of value.
The assessment activities are similar and involve the same considerations.
Assess Enterprise Limitations
The purpose is to determine how factors external to the solution are restricting value realization.
Technical Reporting
Culture
components structures
Operations Stakeholder
interests
Assessing enterprise limitations identifies root causes and describes how enterprise
factors limit value realization.
Assess Enterprise Limitations
This assessment may be performed at any point during the solution’s life cycle.
The assessment activities are similar and require the same skills.
Recommend Actions to Increase Solution Value
The purpose is to understand the factors that create differences between potential value and
actual value and to recommend a course of action to align them.
The various tasks help to measure, analyze, and determine the causes of unacceptable
solution performance.
Recommend Actions to Increase Solution Value
It may also consider long-term effects and contribution of solutions to the stakeholders.
This task may include recommendations to adjust the organization maximum solution
performance and value realization.
Knowledge Check
Knowledge
Check The purpose of __________ is to draw out, explore, and identify information relevant to
1 the change.
B. Trace requirements
C. Conduct elicitation
B. Trace requirements
C. Conduct elicitation
The purpose of the conduct elicitation task is to draw out, explore, and identify information relevant to the change.
Knowledge
Check Which of the following Business Analysis knowledge areas has the define requirements
2 architecture task?
C. Strategy analysis
C. Strategy analysis
The requirements analysis and design definition knowledge area includes the define requirements architecture task.
Knowledge
Check
What is the purpose of the assess solution limitations task?
3
A. Determine the factors internal to the solution that restrict the full realization of value
B. Determine how factors external to the solution are restricting value realization
A. Determine the factors internal to the solution that restrict the full realization of value
B. Determine how factors external to the solution are restricting value realization
The purpose of assessing solution limitations is to determine the factors internal to the solution that restrict the full
realization of value.
Key Takeaways