Business Analysis Techniques : 99 essential tools for success

347 Pages·2014·7.43 MB·English

by  Cadle

BUSINESS ANALYSIS
TECHNIQUES
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BUSINESS ANALYSIS
TECHNIQUES
99 essential tools for success
Second edition
James Cadle, Debra Paul and Paul Turner
© 2014 James Cadle, Debra Paul and Paul Turner
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iv
CONTENTS
List of figures and tables vii
Authors x
List of abbreviations xi
Alphabetical list of techniques xiii
Preface xviii
1. BUSINESS STRATEGY AND OBJECTIVES 1
Introduction 1
Strategy analysis – external business environment 3
Strategy analysis – internal capability 9
Strategy definition 14
Strategy implementation 17
Performance measurement 30
References 33
Further reading 33
2. INVESTIGATE SITUATION 34
Introduction 34
Qualitative investigation 35
Quantitative investigation 59
Documenting the results 70
References 77
Further reading 78
3. CONSIDER PERSPECTIVES 79
Introduction 79
Stakeholder identification 81
Stakeholder analysis 84
Stakeholder management 108
References 116
Further reading 117
4. ANALYSE NEEDS 118
Introduction 118
Organisation modelling 119
Business process analysis 127
Business change identification 152
References 158
Further reading 158
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CONTENTS
5. EVALUATE OPTIONS 159
Introduction 159
Identify options 160
Shortlist options 161
Prepare business case 169
Present business case 188
References 196
Further reading 196
6. DEFINE REQUIREMENTS 197
Introduction 197
Requirements elicitation 200
Requirements analysis 226
Requirements development 238
Requirements modelling 258
References 285
Further reading 286
7. MANAGE CHANGE 287
Introduction 287
Organisational change 288
People change 295
Benefits management and realisation 308
References 314
Further reading 315
Postscript – which techniques do I really need? 316
Index 319
vi
LIST OF FIGURES AND TABLES
Figure 1.1 Porter’s Five Forces framework 7
Figure 1.2 Resource Audit 11
Figure 1.3 The Boston Box 13
Figure 1.4 SWOT analysis 14
Figure 1.5 Ansoff’s matrix 16
Figure 1.6 The McKinsey 7-S model 18
Figure 1.7 Leavitt’s Diamond 20
Figure 1.8 Model showing strata and sample level 1–3 capabilities 25
Figure 1.9 Value stream for a passenger flying to a holiday destination 27
Figure 1.10 The POPITTM model 29
Figure 1.11 Balanced Business Scorecard 32
Figure 2.1 The main stages of interviewing 35
Figure 2.2 The structure of an interview 36
Figure 2.3 Repertory grid using 7-point scale 40
Figure 2.4 Repertory grid of issues relating to document storage 41
Figure 2.5 Workshop process 42
Figure 2.6 The elements of a survey 60
Figure 2.7 Activity sampling sheet (completed) 64
Figure 2.8 Sampling analysis summary sheet 65
Figure 2.9 Special-purpose record for complaints handling 66
Figure 2.10 Detailed weekly timesheet 67
Figure 2.11 Example of a document specification form 68
Figure 2.12 Example of a rich picture (of a sales organisation) 71
Figure 2.13 Example of a mind map 73
Figure 2.14 Fishbone diagram (using the ‘six Ps’) 74
Figure 2.15 Context diagram 76
Figure 3.1 The stakeholder wheel 83
Figure 3.2 Power/interest grid 85
Figure 3.3 Extended power/interest grid 86
Figure 3.4 Social network analysis (after Cross and Prusak) 89
Figure 3.5 Persona template 93
Figure 3.6 Example persona 94
Figure 3.7 Cynefin contexts 97
Figure 3.8 Business Activity Model for a high-street clothing retailer 105
Figure 3.9 RASCI chart 106
Figure 3.10 Thomas–Kilmann conflict mode instrument 112
Figure 4.1 Systemic analysis approach 118
Figure 4.2 Types of value proposition 121
Figure 4.3 Porter’s value chain 122
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LIST OF FIGURES AND TABLES
Figure 4.4 Partial value chain of primary activities – example 124
Figure 4.5 Value chain for an examination body 125
Figure 4.6 Organisation Diagram showing external environment 126
Figure 4.7 Completed Organisation Diagram 127
Figure 4.8 Context diagram supporting event identification 130
Figure 4.9 Activity diagram notation 133
Figure 4.10 Example of an activity diagram 133
Figure 4.11 Partial activity diagram showing multiple outcomes from
a decision 135
Figure 4.12 Business process notation set 136
Figure 4.13 Business process model with detailed steps 138
Figure 4.14 Business process model showing rationalised steps 139
Figure 4.15 Diagram showing steps in the Review Complaint task 142
Figure 4.16 Decision table structure 147
Figure 4.17 Example decision tree 151
Figure 5.1 The process for evaluating options 159
Figure 5.2 Options identification 161
Figure 5.3 Shortlisting options 162
Figure 5.4 Incremental options 163
Figure 5.5 Elements of feasibility 164
Figure 5.6 Force-field analysis 168
Figure 5.7 Types of cost and benefit 170
Figure 5.8 Formula for a presentation 194
Figure 6.1 Example of a user classification document 202
Figure 6.2 Example of a user story 210
Figure 6.3 Planning poker cards 212
Figure 6.4 Storyboard for a travel agent 216
Figure 6.5 Example of a wireframe layout 223
Figure 6.6 Hothousing process 225
Figure 6.7 Outer and inner timeboxes 227
Figure 6.8 Example of the structure of a typical timebox 228
Figure 6.9 Example of a requirements catalogue entry 242
Figure 6.10 Links between requirements and other development
elements 257
Figure 6.11 Actor accessing a business use case using Podeswa’s
notation 259
Figure 6.12 Example business use case diagram 261
Figure 6.13 Basic elements of a use case diagram 263
Figure 6.14 Additional use case notation 264
Figure 6.15 Use case description for ‘Assign resources’ 266
Figure 6.16 Examples of entities 268
Figure 6.17 One-to-many relationship between entities 269
Figure 6.18 Optional relationship 269
Figure 6.19 Many-to-many relationship 269
Figure 6.20 Resolved many-to-many relationship 270
Figure 6.21 Extended data model 270
Figure 6.22 Recursive relationship 271
Figure 6.23 Many-to-many recursive relationship 271
Figure 6.24 Exclusive relationship 271
Figure 6.25 Separated exclusive relationship 272
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