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Business
Analysis
Based on BABOK Guide Version 2
A Pocket Guide
Jarett Hailes
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Trademark notices
IIBA, the IIBA logo, BABOK Guide and Business Analysis Body of Knowledge
are registered trademarks owned by International Institute of Business Analysis.
CBAP, CCBA, and the CBAP and CCBA logos are registered certification
marks owned by International Institute of Business Analysis.
Certified Business Analysis Professional, Endorsed Education Provider, EEP
and the EEP logo are trademarks owned by International Institute of Business
Analysis.
Certification of Competency in Business Analysis is a trademark owned by
International Institute of Business Analysis.
Although this publication has been composed with most care, author nor
editor can accept any liability for damage caused by possible errors and/or
incompleteness in this publication.
No part of this publication may be reproduced in any form by print, photo print,
microfi lm or any other means without written permission by the publisher.
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Preface
There is nothing so useless as doing efficiently that which should not
be done at all.
- Peter Drucker
Understanding needs. Defi ning objectives. Prioritizing problems and
opportunities. Selecting the right solution. Ensuring what is delivered is
effective. All these activities and more rely on effective business analysis.
The profession of business analysis is rapidly changing and evolving.
As organizations realize how crucial it is to be able to successfully
manage and deliver change in order to survive and thrive in the global
economy, demand for business analysis skills will continue to increase.
To this day, people still have difficulty understanding the purpose
of business analysis and how it fits with other professions that are
involved in the same activities within organizations. In 2003 the
International Institute of Business Analysis (IIBA) was formed to
defi ne and develop standards for the profession and help business
analysis practitioners (called Business Analysts) improve their skills.
The IIBA developed A Guide to the Business Analysis Body of Knowledge
(BABOK Guide) to provide Business Analysts and other stakeholders
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Contents
1
INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1.1
1.2
1.3
1.4
1.5
1.6
1.7
1.8
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ELICITATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
3.1
3.2
3.3
3.4
ENTERPRISE ANALYSIS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
5.1
5.2
5.3
5.4
5.5
REQUIREMENTS ANALYSIS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
6.1
6.2
6.3
6.4
6.5
6.6
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Contents
UNDERLYING COMPETENCIES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
8.1
8.2
8.3
8.4
TECHNIQUES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
9.1
9.2
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10
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1
1.1
Introduction
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12
1.2
Introduction
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14
1.3
Each person and group within this collection has different viewpoints,
skills, backgrounds and priorities that make it difficult for them to see
how to effectively utilize the organizations resources in order to solve
problems and capitalize on opportunities:
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Introduction
Executives may be able to see the big picture but dont have a deep
understanding of the organizations capabilities to decide which
components should be leveraged for a particular initiative;
Front-line staff may not be empowered or realize how to make
changes that will work towards the companys strategic objectives,
or have their own vision and priorities that compete with the
executive view;
Managers are too busy putting out the daily fi res to dedicate time
to bridge the vision and priorities of their staff and superiors;
Suppliers, vendors and even different departments within the same
organization are conversant in the language of their domains, but
may not be able to effectively interpret how other stakeholders
think and talk.
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15
16
1.4
About IIBA
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Introduction
1.5
The BABOK Guide defi nes the scope of what it means to perform
business analysis and how the major concepts and tasks that make up
this profession relate to one another.
BABOK Guide History
January 2005 (Version 1.0): outline and key defi nitions;
October 2005 (Version 1.4): draft content of some knowledge areas;
June 2006 (Version 1.6): details for most knowledge areas;
October 2008 (Version 1.6 errata);
March 2009 (Version 2.0): refi ne, simplify, and integrate knowledge areas,
tasks and techniques.
17
18
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Introduction
1.6
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19