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Business & Process Analysis
PM and BA a strategic alliance to succeed in projects
Bolzano, 18/05/2018
Graziella D'Amico PMI PBA, CBAP,PMP, UNI11648Direttore PMI® - NIC Branch Lombardia
"In short, business analysis is a set of
activities performed to identify business
needs and recommend relevant solutions,
and to elicit, document and manage
requirement … “
"Business Analysis for Practitioners: A Practice
Guide“
“Essential capability that cascades across
and throughout portfolio, program and
project management”
“The PMI Guide to Business Analysis”
Strategy
Define change
Implement Change
Business Activity
Business Monitoring
BA’s domain
Busine
ss ne
eds
Objecti
ves
Solution definition
Benefit measures
Solution
Measures of value
Align
Business Analysis: What’s that?
"In short, business analysis is a set of
activities performed to identify business
needs and recommend relevant solutions,
and to elicit, document and manage
requirement … “
"Business Analysis for Practitioners: A Practice
Guide“
“Essential capability that cascades across
and throughout portfolio, program and
project management”
“The PMI Guide to Business Analysis”
Strategy
Define change
Implement Change
Business Activity
Business Monitoring
BA’s domain
Busine
ss ne
eds
Objecti
ves
Solution definition
Benefit measures
Solution
Measures of value
Align
Portfolio
Program
ProjectOperation
Business Analysis: What’s that?
A growing emphasys
“Project enables Business Value
creation”
PMBOK ®
Guide 6Th
ed.
“Project drives change”
PMBOK®
Guide 6Th
ed.
The success of a project is no more measured only in terms of compliance with the requirements but in term of achieving Business Value
BA skills are an essential complement for a PM today.
Business Value
5
Business Value
6
Value: Value or importance of
something
Benefit: measurable
improvement after a change
tangible intangible
DisbenefitImplementation transition costs +
operational costs+ intangibles
Why improving Business Analysis
capabilities?
www.pmi.org –Pulse of Professionism® 2016
How is a Business Analyst?
“Any resource who is performing the work of business analysis” “The PMI Guide to Business Analysis”
“Business anlysis may be performed by any individual who is responsible for performing the work
regardless of the person’s title” “Business Analysis for Practitioners: A practice Guide”
"…are responsible for working with stakeholders to define an organization’s business requirements in
order to shape the output of projects and ensure they deliver the expected business benefit. the
discovery, analysis and overall management of the requirements for a project.. “PMI-PBA® Handbook”
Il BA is a facilitator
A professionalism not a profession
PMI for BA
Thought Leadership & Communities
Pulse Researches
BA Resource Library
PM.com BA Forum
Professional Development
E-Learning Courses
Seminars World
Sessions
PMI World Congress BA
Track
Standards & Practice Guide
Business Analysis Practice Guide
Requirements Management
Practice Guide
BA Foundational Standard
Certification
PMI-PBA
What’s new with“The PMI Guide to BA”?
PMI Guide to BA: WHATBA for Practitioners: A Practice Guide: HOW TO
Domains
Need Assessme
nt
BA Planning
Elicitation&Analysis
Traceability &
Monitoring
Solution
Evaluatio
n
Tasks and techniques
Knowlegde Areas
Process Groups
•Need Assessment•Stakeholder engagement•Elicitation•Analysis•Traceability & Monitoring•Solution Evaluation
•Defining & Aligning•Initiating•Planning•Executing• Monitoring & controlling•Releasing2015
2017
BA Process Groups
Defining and
Aligning PG
Pre project: from need to
solution definition
Produce Product roadmap and
Business Case
Identify stakeholders
An ongoing process
Post- project Solution evaluation
Initiating PG
Support Project Charter
Development
Planning PG (All the BA activities must be planned)
Stakeholder engagement and communication
Elicitation
Analysis
Tracing and monitoring
Solution evaluation approach
Executing PG
Requirement are elicited
modelled, verified, validated
traced, and approved
Development result is evaluated
Transition is prepared
Monitoring and
Controlling PG
BA activities performancis
assessed
Change to Requirement are
managed
Stakeholder engagement and communication is
managed
Releasing PG
Release acceptance is
obtained
BA and PM topics: a strict correlation
Scop
e M
anag
emen
t
Po
rfo
lio
man
age
Proj
ect
m
anag
e
Scope
Integratio
Risk
Stakeh
Plan
Comm
Pro
gram
BA & Portfolio
BA & PM (1)
Integration Management
Initiating Planning ExecutingMonitoring &
Controlling Closing
Develop Project Charter
Develop Project Management Plan
Close Project or Phase
Manage Project
KnowledgePerform Integrated
Change Control
Conduct BA Planning
Contribute to PM plan
Manage Change to
requirement and other product
information is integrated to
ICC
Obtain Solution
acceptance for release
contributes to validate project or phase results
Business Analyst elicit and analyse knowledgeto produce knowledge.
PM
BO
K®
Gu
ide
The
PM
I Gu
ide
to B
A
Business case (Assemble
BC) & Benefit
management plan
(Determine Solution
Evaluation Approach) are input of
Project charter and Close project or
phase
Knowledge in SME’s minds
shared verbally!
Scope Management
Initiating Planning Executing Monitoring &
ControllingClosing
Plan Scope Management
Validate Scope
Collect Requirements
Control Scope
Define Scope
Create WBS
BA & PM (2)
BA planning processes
mainly concern Scope
management plan
Elicitation, Analysis,
Prioritization and Assess Design
Options define requirement Scope and WBS
Confirm Elicitation Results, Verify and Validate
requirementsSelect and approve
requirementscontribute to Monitoring and
Controlling project scope
BA work
is on
product
scope
PM
BO
K®
Gu
ide
The
PM
I Gu
ide
to B
A
Project Risk Management
Initiating Planning ExecutingMonitoring &
ControllingClosing
Plan Risk ManagementImplement Risk
Responses Monitor Risks
Identify Risks
Perform Qualitative Risk
Analysis
Perform Quantitative Risk
Analysis
Plan Risk Responses
BA & PM (3)
Identify and analyse product riskscontribute to Project Risk Management
PM
BO
K®
Gu
ide
The
PM
I Gu
ide
to B
A
BA & PM (4)
Project Stakeholders Management
Initiating Planning Executing Monitoring &
Controlling Closing
Identify Stakeholders
Plan Stakeholder Engagement
Manage Stakeholder Engagement
Manage Stakeholder
Communication
Monitor Stakeholder Engagement
PM
BO
K®
Gu
ide
The
PM
I Gu
ide
to B
A
Identify Stakeholders
Conduct Stakeholder Determine Stakeholder Engagement and Commuincation Approach
Prepare for Transition to Future State
Manage Stakeholder Engagement and Communication
Project Manager or Business Analyst
PM and BA may be the same person in an organization. But mostly it is not true
It seems they have
convergent objectives from
different perspectives
PM side BA side
Ren
é M
agrit
teLe
Déc
alco
man
ie. 1
966
Focus onsolution
Focus on execution
and on achievement of stakeholders’ objectives
www.pmi.org
Together is the only way
Getting PMI PBA® ?
PBA - Eligibility requirements
21
Laurea Magistrale
Diploma o laurea
triennale
BA experience
7,500h (5 years) workingas a practitioner
of BusinessAnalysis in the last 8
years
4,500h (3 years) workingas a practitioner
of BusinessAnalysis in the last 8
years
2000h working in project teams (cumulate with the previous) – for PMP yet
certified
35 contact hours
Project experience
Training on Business Analysis
Educational background
New exam on June 25th
Question mix
Domain % Exam
Needs Assessment 18%
Planning 22%
(Elicitation &) Analysis 35%
Traceability/Monitoring 15%
Evaluation 10%
• 200 multiple choice questions
• only 175 are evalutated (but which ones?)
• 4 h test– about 1 min each
• Context to be understood
• English
The content outline (knowledge and competencies) will not change Questions mix or grouping to be checked. After June 25
