agile analysis techniques by harlan bennett and kevin pious

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©2014 CapTech Ventures, Inc. www.captechventures.com IT Management ConsulAng Systems IntegraAon Data Management Agile Techniques for Analysts

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Harlan Bennett, Senior Consultant, CapTech Kevin Pious, BA Center of Excellence Lead, CapTech Most of the key skills that analysts have can be applied to any type of project methodology. However, there are certain principles that more closely apply to Agile business analysis. Based on the Agile Extension to the Business Analysis Body of Knowledge, we will look at some key principles that analysts need to follow that will help lead to overall project success. The key principles are: • See The Whole • Think as a Customer • Analyze to Determine What is Valuable • Get Real Using Examples • Understand What is Doable • Stimulate Collaboration and Continuous Improvement • Avoid Waste

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Page 1: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

     ©2014  CapTech  Ventures,  Inc.      www.captechventures.com    

IT  Management  ConsulAng  Systems  IntegraAon  Data  Management  

Agile  Techniques  for  Analysts  

Page 2: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Who  Knows  Agile?  

ScrumMaster  46%  

Project  Manager  16%  

Director/VP  15%  

Developer  10%  

Product  Owner  4%  

Product  Manager  

3%  

QA  2%  

ExecuAves  2%  

BA  2%  

Source: VersionOne 2013 State of Agile Survey

Page 3: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Agile  Analysis  Principles  

See  the  Whole  

Get  Real  Using  Examples  

Understand  What  is  Doable  

Think  as  a  Customer  

Analyze  to  Determine  What  is  Valuable  

SAmulate  CollaboraAon  and  ConAnuous  Improvement  

Avoid  Waste  

Page 4: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

See  the  Whole  

Page 5: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Business  Capability  Analysis  

§  Capabili@es  are  the  ability  of  the  business  to  transform  something  to  help  achieve  a  goal  §  Increase  revenue  §  Reduce  cost  §  Improve  service  §  Compliance  

§  Agile  facilitates  frequent  reassessment  of  business  needs  

§  Teams  must  maintain  a  constant  view  of  the  business  capabili@es  

Page 6: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

An  Outcome  

Capability  Map  

An  Outcome  An  Outcome  Performance Gap

Customer Value

Risk •  Business Risk •  Technology Risk •  Organizational Risk •  Market Risk

Business Value

§  Provides  a  graphic  view  of  elements  involved  in  business  capability  analysis  

§  Shows  what  capabili@es  should  be  addressed  first  

Page 7: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Personas  

§  Fic@onal  characters  that  exemplify  user  interac@on  §  Help  understand  value  from  the  standpoint  of  a  par@cular  customer  

§  Goes  deeper  than  tradi@onal  actor  descrip@on  

 •  SoluAons  can  be  prioriAzed  based  on  how  well  they  address  the  needs  of  a  persona  

•  Provides  a  human  “face”  to  focus  empathy  

 •  Personas  can  be  created  that  try  to  embody  traits  of  every  user  which  is  not  realisAc  

•  Not  a  good  subsAtute  for  a  real  user  

Page 8: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Personas  Exercise  

Give  your  persona  a  name  and  create  their  personality  and  moAvaAon  

In  your  group,  create  a  persona  for  one  of  the  users  of  the  app  

You  are  working  on  a  project  to  create  a  smart  phone  app  for  the  DC  tourism  board  (washington.org)  

Page 9: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Get  Real  Using  Examples  

Page 10: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Use  Concrete  Examples  

§  Communicate  with  the  team  and  the  customer  §  Use  the  appropriate  level  of  granularity  §  Drives  

§  Acceptance  criteria  §  Developer  design  §  FuncAonal  tesAng  

Page 11: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Behavior  Driven  Development  

§  Expresses  product  needs  as  concrete  examples  §  As  the  project  progresses  examples  grow  in  clarity  and  detail  

§  Examples  should  be  real  life  business  scenarios  

Page 12: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

How  to  create  a  scenario  

GIVEN    <a  context>  

WHEN    <an  event>  

THEN    <an  outcome>  

There  can  be  mulAple  GIVEN  and  THEN  statements  in  a  scenario,  but  there  should  only  be  one  WHEN  

Page 13: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Usage  Considera@ons  

 •  Expressed  customer  need  in  natural  language  

•  Supports  producAon  of  effecAve  test  cases  

•  Scenarios  can  be  easily  prioriAzed  

 •  Possible  to  miss  important  scenarios  

•  Can  be  too  many  scenarios  if  business  rules  are  complex  

§  Developers  and  Testers  use  the  examples  to  show  them  what  the  product  needs  to  do  

§  BAs  iden@fy  the  scenarios  with  the  users  by  asking  “what-­‐if”  ques@ons  

Page 14: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Understand  What  is  Doable  

Page 15: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Rela@ve  Es@ma@on  

§  Team  ac@vity  §  Es@ma@on  is  con@nuous  

§  Accuracy  will  increase  §  Teams  will  build  confidence  §  Largely  based  on  points  

§  Can  be  impacted  by  team  changes  Project  

Release  

Sprint  

Knowledge   Complexity  

Size   Uncertainty  

Story Points

Page 16: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Planning  for  Delivery  

§  Important  to  think  about  what  is  pragma@c  and  doable  

§  Balance  capacity  and  demand  

Planning  

•  Team  pulls  top  priority  work  items  off  backlog  and  esAmates  units  of  work  

Review  

•  Product  Owner  reviews  planned  work,  approves  esAmates  and  authorizes  team  to  execute  

ExecuAon  

•  Team  executes  on  planned  work  

Review  

•  Product  Lead  reviews  output  and  determines  if  Acceptance  Criteria  have  been  met  

Page 17: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Real  Op@ons  

§  Helps  define  when  to  make  the  decision  §  Three  Rules  

§  OpAons  have  value  §  OpAons  expire  §  Never  commit  early  unless  you  know  why  

§  Only  priori@ze  un@l  the  next  investment  decision  point  

§  Determining  when  the  op@ons  expire  is  important  

Page 18: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Think  as  a  Customer  

Page 19: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Story  Elabora@on  

§  Lowest  level  of  story  decomposi@on  §  Just-­‐in-­‐@me  §  Produces  the  detailed  requirements  §  Facilita@on  skills  are  key  

 •  Decreases  elicitaAon  Ame  •  Avoids  documenAng  requirements  that  will  probably  change  

 •  Can  be  difficult  to  determine  exactly  when  to  document  

•  ElaboraAng  the  story  with  enough  detail  

Page 20: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Story  Mapping  

§  View  of  the  sequence  of  ac@vi@es  to  be  supported  

§  Usage  and  Priority  §  Connects  stories  together  

User  Stories

Epics

Steps

 •  Prevents  losing  the  big-­‐picture  

•  Shows  end-­‐to-­‐end  value  

 •  Hard  to  do  with  large  products  

•  Do  not  show  dependencies  between  specific  requirements  

Page 21: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Analyze  to  Determine  What  is  Valuable  

Page 22: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Kano  Analysis  

Group  1:  You  are  in  the  market  for  a  $18,000  new  car  

Group  2:  You  are  in  the  market  for  a  new  smart  phone  

Group  3:  You  want  to  spend  a  

weekend  at  a  hotel  for  vacaAon  

What  are  some  features  that  would  make  you  choose  one  brand  over  another?  

Page 23: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Product  Characteris@cs    

Threshold  • Absolutely  necessary  • Challenge  to  elicit  

Performance  •  Linear  increase  in  saAsfacAon  • Easier  to  elicit  

Excitement  • DramaAcally  increase  customer  saAsfacAon  • Not  met  by  anything  currently  on  the  market  

Page 24: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

MoSCoW  Analysis  

Must   Could  

Should   Won’t  

 •  Powerful  in  prioriAzing  backlogs  

 •  Can  be  subjecAve  if  there  is  not  a  clear  focus  on  business  value  

Page 25: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Purpose  Alignment  Model  

§  Assess  ideas  based  on  customer  and  business  value  §  Rates  capabili@es  or  products  in  two  dimensions  

Partner   DifferenAaAng  

Who  Cares?   Parity  

Market Differentiation

Mission Critical

Page 26: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

S@mulate  Collabora@on  and  Con@nuous  Improvement  

Page 27: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Con@nuous  Improvement  

§  Product  and  Process  §  Healthy  teams  rely  on  trust  §  Role  of  the  BA  is  to  create  the  environment  where  everyone  can  contribute  value  

Retrospec@ve  •  What we  did  well  •  What  improvements  can  

we  make  

•  What  could  we  do  beYer  •  Focus  on  the  process  not  

the  people  

Page 28: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Structured  Games  

• Construct  a  box  for  the  product  as  if  it  was  being  sold  in  a  retail  store  

Product  Box  

• Write  down  features  on  sAcky  notes,  put  them  on  a  wall  and  move  them  into  themes  

Affinity  Map  

• Divide  team  into  two  groups  • One  group  speaks  about  a  topic  which  others  listen  and  document  their  observaAons  

Fishbowl  

Page 29: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Avoid  Waste  

Page 30: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Ways  to  Avoid  Waste  During    BA  Ac@vi@es  

§  Avoid  producing  documenta@on  before  it  is  needed  §  Ensure  commitments  are  met    §  Make  commitments  as  late  as  possible  §  Elicit,  analyze,  specify  and  validate  requirements  with  the  same  models  

§  Models  should  be  as  simple  as  possible  §  Close  proximity  to  customers  and  dev  team  §  Con@nuous  aYen@on  to  technical  excellence  

Page 31: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Lightweight  documenta@on  

§  Documenta@on  should  not  create  overhead  §  Must  create  value  §  Compliance  documenta@on  does  create  value  §  Make  documenta@on  part  of  the  living  code  base  where  possible  

§  “Working  so[ware  over  extensive  documenta@on”  

Page 32: Agile Analysis Techniques by Harlan Bennett and Kevin Pious

©2014  CapTech  Ventures,  Inc.    All  rights  reserved.  

Ques@ons?  

See  the  Whole  

Think  as  a  Customer  

Analyze  to  Determine  What  is  Valuable  

Get  Real  Using  Examples  

Understand  What  is  Doable  

SAmulate  CollaboraAon  and  ConAnuous  Improvement  

Avoid  Waste