Nice article. Decided to share
it with my friends.
Especially with the those who
willing to pursue a career in Business
Analysis, Consultancy and Testing.
Written by Ian
Partridge
I'm sure there must
be a thesis somewhere on this question: How do you know whether a specific
decision or action definitely influences the actual event? I like soccer
analogies - in a pre-World Cup game
against Argentina, Sven-Goran
Eriksson then manager of the English
national team, was praised for his tactical decision to bring on Peter
Crouch and the 3-2 victory that resulted. Yet, Eriksson was slated for
poor substitution decisions during the actual tournament when those
decisions did not lead to a more positive outcome. In truth, can you really
prove these decisions have either a positive or negative outcome? England
may have beaten Argentina without the introduction of Crouch and, during the
World Cup, the outcome of the games could have been even worse if the
substitutions hadn't been made!
I would like to
think deliberate decisions and actions can influence a positive outcome, and
I especially believe this is the case when business analysts work on
projects and are able to play an effective role.
Too often I have
experienced misunderstanding of what the business
analyst role is and what it can add to a project. This article looks at
how business analysis activity can have a massive impact on the outcome of a
change program.
Context and Challenges
Following an earlier
company acquisition, a leading telecommunication company initiated an IT
project to decommission a legacy billing and customer care system and
migrate to the company's strategic systems.
Similar projects in
the past had taken at least 18 months to complete, were poorly managed, and
had run over time and budget. This particular project had been initiated
twice before, had not progressed, and there was no documented output.
However, expectations had been set by IT that the project would be completed
in five months.
Contractual
arrangements with the vendors of both legacy and target systems were driving
accelerated delivery time scales, and a staff rationalization program was
underway in the impacted business area in preparation for the new system.
No resources had
been allocated to the project - apart from me, the lead business analyst.
I am a strong
advocate of best
practice; however, proven methodologies, training and technical skills
very rarely provide a ready guide for dealing with challenges such as these!
Scope of the Project
The company's
project methodology was to undertake an initial feasibility phase or, what
it was to be in this case, an unfeasibility phase! There was a view among
senior management that the changes would impact about 5,000 customers and
could be achieved by manually keying customer details from one system to
another. In fact, the scoping activity completed as part of the analysis
made clear that this was a business transformation project, migrating
systems that were at the very heart of the acquired company, and involving
very significant changes:
-
100,000 customers would be impacted, and nearly every interaction they had
with the business would change: changes to bills and billing dates; the
company brand they were familiar with; changes to the TV channels they
received; and other services gained or lost
-
The opportunity to adopt a standard operating model - based on virtual
contact centers, centers of excellence and consistent national processes.
Managing Expectations ... or Trying To
At a meeting to
discuss the way forward that involved senior stakeholders and the recently
appointed project manager, I highlighted the issues regarding scope, risks
regarding previous projects of this type, and the opportunities the project
provided. Although the stakeholders took the issues on board, the time
constraints remained, and it was agreed to undertake a five-week impact
analysis.
It would be nice to
recount that the business analysis view was readily accepted, but this
wasn't the case. Often, the task-focused, project
management view of implementation conflicts with the business analysis
objective of a quality implementation that delivers value and business
benefit. This was the case here. Again, best practice would say that success
factors would be agreed upon and defined at initiation, yet this had
been ignored The first two bastions of project management - time and cost -
were being pushed hard with little consideration being given to the third -
quality!
With business analysis resources increased to three and a remit to engage
technical staff, a framework was agreed upon to carry out a gap analysis
between target and source systems. An aggressive schedule of workshops was
planned, and senior managers across the business were consulted to ensure
the project scope fully addressed the benefit opportunities and business
goals. This also provided the chance to get commitment from areas supplying
subject matter experts (SMEs)
to the project, as well as re-setting expectations around required activity
and time-scales.
A key success for
the gap analysis was fully engaging the SMEs attending workshops. The
approach we took was to be clear about:
-
The drivers of the project
-
Why we were doing this work in a tight time-scale
-
Why we needed their involvement
This simple, yet
often overlooked, approach had immediate benefits: contact centre staff were
surprised at the high cost of extending the support of the legacy billing
system. They thought the motive for the change was purely headcount
reduction. Involving staff in the decision-making reduced resistance to
change and led to more motivation and commitment.
The output
of the gap analysis highlighted two things:
-
The impact of replacing these legacy systems was extremely broad and deep.
More than 100 sub-systems and interfaces would need to be changed or
decommissioned. No simple keying of customer details!
-
The work was estimated to take 10 months to complete.
Business Requirements and Detailed Analysis
I'm still surprised
that in many organizations, and on many projects, the benefit of doing
analysis and undertaking requirements is not better understood. I won't go
into the pros and cons of various techniques other than recommending that
the activity needs to be:
-
Fit-for-purpose
-
Appropriate to the organization
-
Communicated, in terms of its value, to relevant stakeholders
The output of doing
this work on a major project is, undoubtedly, documentation. There were two
main concerns we had to counter: the perceived lack of value of the
analysis, and that this was seen as the reason to extend the project
timescale by five months. I have often seen that tight project timescales
lead to under-analysis; business managers sometimes prefer "doing" to
understanding the "what" and the "how." I'm sure many people have
experienced solutions to problems that weren't properly understood, or
delays due to extensive change requests. Moving to "doing" too quickly only
creates a false sense of progress. With good analysis, you reap what you
sow.
The concerns were
addressed by briefing the main project stakeholders on what we were doing
and why, covering all the detail that would underpin the project plan and
providing visibility of the work to be carried out. We also highlighted how
independent research supported the link between clearly understood
requirements and success - especially for complex projects.
Documentation
We couldn't avoid
the fact that a reasonable amount of documentation would be produced due to
the breadth of work. To make this as pragmatic as possible, a document
template was defined from scratch to ensure that only the relevant
information was captured, that it was easy to populate, and that it would be
consistent and easy to read. The format was agreed upon by major
stakeholders, ensuring expectations were managed and avoiding resistance to
receiving documents.
As for the gap analysis, we were to engage many SMEs and would need to cover
a fair degree of technical input. The work was divided into work streams,
each assigned a lead BA and a lead technical analyst (TA) with my role as an
overarching lead. Excellent relationships were fostered between the BAs and
TAs, helped by the co-dependence of our roles, to make the work a success.
Relationships
I have always
believed the softer skills are a far greater asset to a business analyst
than the more technical ones. Interpersonal skills make the difference when
resolving issues, managing conflict, communicating, influencing, etc. Active
relationship building proved really effective on this project. Just as
engaging workshop attendees had encouraged participation, and two-way
communication helped address resistance to change, good relationships with
TAs helped gain more buy-in from SMEs. In the end, more than 100 SMEs
contributed to this phase of the project. I have seen situations where BAs
and TAs do not work well together and have even heard a TA accuse BAs of
"sucking out what we know and then documenting it." This is perhaps a little
extreme, though there is some truth in it when you consider what BAs do in
terms of facilitating understanding.
The lead TAs on the
project were given joint responsibility on authorship of documents produced.
This was not only to address the workload but also resulted in their feeling
fully bought into the analysis work and championing the output. As well as
being another benefit of having a clearly agreed and pragmatic template,
this also really helped in achieving sign-off for the work.
Sign-Off
Whilst communicating
the template and approach for documenting the analysis, I also defined and
gained acceptance for a sign-off process from the managers who were acting
as operational sponsors. They were the people who would be committing their
resource to the project, would be receiving the change into their areas, and
their approval would be the measure as to whether the analysis was fit for
purpose and a success. Attitude to formal sign-off can vary greatly within
organizations, even where this is part of the internal governance of project
methodologies and frameworks. I really believe that without proper sign-off
you don't have commitment, true buy-in or a proper baseline to manage
further change by.
Reviewing the
sign-off process led to a better understanding of the issues faced by
sponsors, principle of which was the appearance of large documents in their
inboxes with no real clarity of what they were really being asked to sign
off, little understanding of impacts and insufficient time to review. The
answer was a clear schedule of when each output document would be completed.
The schedule had been agreed to by the BAs and TAs to ensure it was
realistic but challenging, with each document being completed in three
stages:
-
A
final draft, quality reviewed with the document authors and work stream
leads
-
A
structured document walkthrough with BA and TA leads and nominated SMEs and
managers
-
A
final issue for sign-off by the sponsors
This proved
really effective for the following reasons:
-
Everyone was focused on delivering work to meet the time-scales in the
schedule. Involvement in planning this and agreeing to it achieved
commitment from everyone.
-
The quality review sessions made sure work was a good standard, consistent
across all the areas, and that there was acceptable coverage of analysis.
-
The structured walkthroughs ensured all feedback was captured together and
facilitated challenge and understanding of different viewpoints. You knew
everyone had read the document as you were going through it with them.
-
Sponsors signed off documents quickly as their direct reports were heavily
involved in agreeing to them during the walkthrough sessions.
Summary
Following the
approval of this phase, the project moved into development and
implementation and went live over a weekend with no problems of any
significance. Although it was a month late due to data migration issues, it
was described as the most successful migration project undertaken by the
company.
A review of lessons
learned highlighted the appropriateness of the approach taken to analysis.
The effectiveness of working relationships between BAs and TAs, clarity of
scope, division of work across functional areas, and the actual
documentation were credited as contributing to project success.
The company used the
analysis approaches described above as the blueprint for a subsequent
migration project that had been on the back-burner for a number of years,
and without doubt, the experience of this project gave the company the
confidence to undertake it.
Given the
opportunity, business analysts can make a real difference to the projects
they work on, and the success that follows is no accident.
Don't
forget to leave your comments below
Ian
Partridge is an experienced BA manager and business change
professional. Currently working as a contractor/BA consultant, Ian has more
than 12 years of experience, including media, asset management,
telecommunications, banking and retail. For more information visit www.2broconsulting.com.
Ian can be reached at ian@2broconsulting.com and
ianbpartridge@blueyonder.co.uk.