by Aoife city womanchile via Flickr
Guest post by Laura Brandenburg of Bridging the Gap.
In an ideal world, the business analyst and project manager work seamlessly together to help the business achieve the most valuable solution. The Business Analyst owning the scope of the solution and the Project Manager owning the scope of the implementation. The ideal world is dependent on your organization having standard roles, clear project sponsorship, and every individual understanding their role and being perfectly qualified to fulfill that role.
The ideal world rarely happens.
I know within the Business Analyst profession, we often find professionals with a varied background that may or may not have had the opportunity to learn about how to do the role. We come from the ranks of SMEs, QA, and sometimes even PM. We find our way into business analysis because we are good communicators and learn the techniques of business analysis as we go. On the other side of the fence are formally trained BAs (and PMs) who know how everything should work and nearly nothing about how things happen in real organizational life.
To top things off we Business Analysts are a fairly idealistic bunch. We have some great ideas and a passion for our products but we can also wreak havoc on a nice little project with a specific estimate and a set-in-stone target date.
What follows are a few frustrations I’ve heard about business analysts from my project manager cohorts and a few ideas for how you can help the Business Analyst in these situations. No choking allowed. Work your PM magic.
No estimates
My BA has no idea how long the requirements will take!
We are hard-pressed to provide an estimate, or provide estimates for such a broad range with so many assumptions that they do little to help you plan the project.
How you can help
Recognize that we often start a project from an ambiguous hole of muck. “Defining scope” and “gathering requirements” sound simple but in reality are mucky processes. Some stakeholders know exactly what they want, others are difficult to work with and eliciting the requirements is like finding a needle in the haystack. Others are unavailable for our meetings, cancel at the last minute, or send someone in their stead who knows nothing about the project.
When you ask “how long will it take to gather requirements”, first we get frustrated because you said “gather” instead of “elicit” and then our mind goes into a tailspin trying to think of all the factors and tasks we need to do and all the things we do not yet know because we haven’t had the time to ask. We want to provide you with a number that we can deliver on. And very often the factors are complex and the details to hang out to scarce.
Instead of looking for a hard number at the outset, agree to talk through the factors, list out reasonable assumptions that you’re willing to help us realize, securing commitments from stakeholders, and giving us an appropriate amount of time to dig into the project before coming up with a detailed plan and meaningful estimate. This is often the starting point of a new project and a great time to start with a collaborative effort. After all, we’ll be in this together for quite awhile…
Analysis takes a seemingly long time
“We are still discussing it.”
We go off into a hole to “analyze” for weeks on end, producing nothing that fits into your WBS charts and generating a lot of meetings and discussion.
How you can help
First off, did you ask us for a plan before you set us off to do requirements? Were we given full license in our discovery process or did you explain the project constraints so we could help you manage them?
If the answer is yes, and you did not get an answer, recognize that you are probably not working with a senior Business Analyst. Help them set milestones, break down the work they need to do, and track toward some intermediary goals.
If the answer is “no” then what were you doing while we were off analyzing? We are probably just as frustrated with you for not starting a plan and providing input on project boundaries. In fact, we probably think we’re doing part of your job while you are “waiting for the requirements”.
Dig in and start the conversation. A senior Business Analyst should be able to give you a plan for what they are doing in this analysis phase. The plan will probably have a lot of “if/thens” meaning that as we go through discovery and make preliminary decisions, the plan takes different paths. A senior BA will appreciate your help in aligning the rest of the team at the appropriate touch points and helping drive the key decisions that will keep the analysis moving.
We like perfect solutions
“No, you can’t cut scope. We absolutely have to do….”
We tend to be perfectionists. We spend a lot of time understanding what the business wants and we can get invested in our ideas about the solution. We can gold plate the requirements.
How you can help
Trust that we are committed to delivering value. Expect that we’ve already done some work to separate out the truly low priority requirements (if not, again a sign your working with a junior analyst that may need a mentor). Given that we’re working from a defined set, tell us what it will take to achieve our requirements. Help us help the business make informed decisions about priorities at a more granular level by providing some idea of the cost of implementation. (Like it or not, it’s really difficult to prioritize a list of “must haves” without having a general idea of the cost of implementation.)
Just three ideas. I’m sure there is more. I’d like be interested to hear your comments or additional frustrations…
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{ 26 comments… read them below or add one }
Laura,
I was a BA for a while. your three here are very true. Another one that might be a fallout of all of these (or perhaps it stands on it’s own) is Confusing the customer. Many times, if the customer does not know thier business well or if you tend to be more technical of a BA and speak in potential solutions, the customer can quickly begin to feel uncomfortable with their place in the world. But, othere customers love being led. It is up to the BA to determine when to lead and when yo simply document.
Thanks for the topic!
Jason Edleman
Very interesting comment Jason. I’d tend to agree with Laura, if the customer doesn’t know their business well then perhaps an alternate POC for the BA is in order.
Eliciting requirements is a topic I think we need more thoughts on here at pmStudent.com
Any takers? If you want to write about requirements elicitation just let me know! Contact form or just reply to this comment thread.
Yes, requirement elicitation is an art. The BABOK covers some basic concepts in how to elicit requirements. A good BA should be familiar with most elicitation techniques and apply them where needed. I can write more in later blog or article.
George
Thanks George, I’ll be in touch!
Laura,
I was a BA for a while. your three here are very true. Another one that might be a fallout of all of these (or perhaps it stands on it’s own) is Confusing the customer. Many times, if the customer does not know thier business well or if you tend to be more technical of a BA and speak in potential solutions, the customer can quickly begin to feel uncomfortable with their place in the world. But, othere customers love being led. It is up to the BA to determine when to lead and when yo simply document.
Thanks for the topic!
Jason Edleman
Very interesting comment Jason. I’d tend to agree with Laura, if the customer doesn’t know their business well then perhaps an alternate POC for the BA is in order.
Eliciting requirements is a topic I think we need more thoughts on here at pmStudent.com
Any takers? If you want to write about requirements elicitation just let me know! Contact form or just reply to this comment thread.
Yes, requirement elicitation is an art. The BABOK covers some basic concepts in how to elicit requirements. A good BA should be familiar with most elicitation techniques and apply them where needed. I can write more in later blog or article.
George
Thanks George, I’ll be in touch!
Hi Jason, Thanks for your comment. It’s a good one, but instead of viewing this as “confusing the customer” reconsider this as asking challenging questions about their business to ensure project success. I’m sure neither a BA nor a PM wants to work on a project that is misinformed. And if the customer doesn’t know the business well, it’s an indication that the right stakeholders aren’t involved. If you just choose to document the requirements you get, you are very likely to turn up new requirements late in the process when the real stakeholders surface. Better to deal with this one upfront and continue to challenge (or confuse) than gloss over it and deal with the downstream impacts.
I completely agree though, if the BA is introducing confusing technical jargon, that would be a frustration and something that should be addressed.
Laura
Laura,
thanks for understanding where I am coming from on my comment. I have been in a situation whereby I could only document what they gave because there was no single stakeholder that knew the end to end process. It took many sessions for everyone to understand how they all fit together; Providing an education, if you will, on their own process and where it can improve. As with any project, communication is key!
Thanks again.
Jason
Sounds like you were the BA! As a BA I’ve often been in the situation of helping a customer/business stakeholder understand that process so that we can make the right technology change. Otherwise, you end up making a change that causes more problems than it solves.
Hi Jason, Thanks for your comment. It’s a good one, but instead of viewing this as “confusing the customer” reconsider this as asking challenging questions about their business to ensure project success. I’m sure neither a BA nor a PM wants to work on a project that is misinformed. And if the customer doesn’t know the business well, it’s an indication that the right stakeholders aren’t involved. If you just choose to document the requirements you get, you are very likely to turn up new requirements late in the process when the real stakeholders surface. Better to deal with this one upfront and continue to challenge (or confuse) than gloss over it and deal with the downstream impacts.
I completely agree though, if the BA is introducing confusing technical jargon, that would be a frustration and something that should be addressed.
Laura
Laura,
thanks for understanding where I am coming from on my comment. I have been in a situation whereby I could only document what they gave because there was no single stakeholder that knew the end to end process. It took many sessions for everyone to understand how they all fit together; Providing an education, if you will, on their own process and where it can improve. As with any project, communication is key!
Thanks again.
Jason
Sounds like you were the BA! As a BA I’ve often been in the situation of helping a customer/business stakeholder understand that process so that we can make the right technology change. Otherwise, you end up making a change that causes more problems than it solves.
“Recognize that we often start a project from an ambiguous hole of muck.”
I loved that line!
I haven’t had a BA for a looong time, and I tell you what, if I did they would be my bestest buddy in the whole wide world.
Unless…..
They insisted on using reams of paper listing requirements that are difficult to interpret by a casual reader and refuse to use things like use cases and other whiz-bang visual tools. These help make it not-so painfully clear to everyone generally what is required, with the lists of requirements as detail.
“Recognize that we often start a project from an ambiguous hole of muck.”
I loved that line!
I haven’t had a BA for a looong time, and I tell you what, if I did they would be my bestest buddy in the whole wide world.
Unless…..
They insisted on using reams of paper listing requirements that are difficult to interpret by a casual reader and refuse to use things like use cases and other whiz-bang visual tools. These help make it not-so painfully clear to everyone generally what is required, with the lists of requirements as detail.
@Josh that same quote jumped out to me as well! So true.
Another frustration that would be worth exploring is how to get multiple BAs on a project coordinated; especially when each BA is entrenched with a system or department. Tricky stuff there – you can spend a week debating the merits of push vs. pull of data!
OMG I know exactly what you’re talking about! I just had a traumatic flashback…thanks a lot…
@Josh that same quote jumped out to me as well! So true.
Another frustration that would be worth exploring is how to get multiple BAs on a project coordinated; especially when each BA is entrenched with a system or department. Tricky stuff there – you can spend a week debating the merits of push vs. pull of data!
OMG I know exactly what you’re talking about! I just had a traumatic flashback…thanks a lot…
Thanks all!
@Josh I have the same feelings about PMs. I am working without one right now and it’s not nearly as fun….a good PM would be my bestest buddy.
I think our profession generally is finally starting the march away from the long requirements documents. Of course, in some organizations there are many components to this change as the requirements process is so heavily interlocked with other processes (including audit requirements) so it remains (sometimes to the BAs own chagrin).
@ejly Multiple BAs is an interesting one. The way you phrase your frustration speaks to me that you’ve been working more with SMEs that are inside a specific department instead of a central group of BAs that are focused across projects. That’s where we start to see value in concepts like a BAO (Business Analyst Office) or BACoE (Business Analyst Center of Excellence) as these tend to be more cross-functional and aligned with the larger business strategy.
Laura
Thanks all!
@Josh I have the same feelings about PMs. I am working without one right now and it’s not nearly as fun….a good PM would be my bestest buddy.
I think our profession generally is finally starting the march away from the long requirements documents. Of course, in some organizations there are many components to this change as the requirements process is so heavily interlocked with other processes (including audit requirements) so it remains (sometimes to the BAs own chagrin).
@ejly Multiple BAs is an interesting one. The way you phrase your frustration speaks to me that you’ve been working more with SMEs that are inside a specific department instead of a central group of BAs that are focused across projects. That’s where we start to see value in concepts like a BAO (Business Analyst Office) or BACoE (Business Analyst Center of Excellence) as these tend to be more cross-functional and aligned with the larger business strategy.
Laura
[ Editor note: Sorry, Gravity Garden. You only get to leave a comment with a link to your website if you add some value and your comment is relevant to the conversation being had. Bad form, my friend. {hits the delete key} ]
[ Editor note: Sorry, Gravity Garden. You only get to leave a comment with a link to your website if you add some value and your comment is relevant to the conversation being had. Bad form, my friend. {hits the delete key} ]
I’d like to see more contributors start their posts with some context setting. For example, the language of this post is limited to IT/software, and also assumes that everyone reading it knows what a business analyst is and does. It also assumes a particular approach to delivery in the discussion of the relationship between the PM and the BA.
I understand that PMs from other application areas may learn something from reading a post like this (for example, construction PMs might be able to apply some of these lessons to dealing with the architect on their projects), but it sure would be nice to have the author establish the context rather than forcing us to make assumptions.
Might also produce better, more thoughtful articles.
I’d like to see more contributors start their posts with some context setting. For example, the language of this post is limited to IT/software, and also assumes that everyone reading it knows what a business analyst is and does. It also assumes a particular approach to delivery in the discussion of the relationship between the PM and the BA.
I understand that PMs from other application areas may learn something from reading a post like this (for example, construction PMs might be able to apply some of these lessons to dealing with the architect on their projects), but it sure would be nice to have the author establish the context rather than forcing us to make assumptions.
Might also produce better, more thoughtful articles.
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