agile analysis techniques by harlan bennett and kevin pious
DESCRIPTION
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 WasteTRANSCRIPT
©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
©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
©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
©2014 CapTech Ventures, Inc. All rights reserved.
See the Whole
©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
©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
©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
©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)
©2014 CapTech Ventures, Inc. All rights reserved.
Get Real Using Examples
©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
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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
©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
©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
©2014 CapTech Ventures, Inc. All rights reserved.
Understand What is Doable
©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
©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
©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
©2014 CapTech Ventures, Inc. All rights reserved.
Think as a Customer
©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
©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
©2014 CapTech Ventures, Inc. All rights reserved.
Analyze to Determine What is Valuable
©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?
©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
©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
©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
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S@mulate Collabora@on and Con@nuous Improvement
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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
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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
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Avoid Waste
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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
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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”
©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