The Value of a BA: Knowledge Management

Thursday, January 19, 2012 by Aaron Whittenberger

KnowledgeOne of the strategic roles that the Business Analyst (BA); Enterprise Analyst (EA) or Enterprise Architect (EA), can perform for the organization is the maintenance of an internal knowledge base, often called an internal Business Analysis Body of Knowledge.  This would be a centralized, electronic repository of artifacts concerning the organization and the environment in which it operates.  This is not a task defined in the IIBA® BABOK®, however would fall under the knowledge area of Enterprise Analysis.

This repository should describe not only the organization but the environment in which it operates. It should include an Enterprise Architecture; divided into Business Architecture, Information Architecture, Application Architecture, Technology Architecture and Security Architecture.  Along with that it should include BA training and information material to quickly ramp up newly hired Business Analysts.  Also, some type of mechanism to ensure you are capturing the business knowledge of Business Analysts who are leaving the organization, so that valuable business knowledge does not walk out the door.

When a Cincinnati, Dayton or other community business has a BA community that is actively maintaining a centralized, electronic internal body of knowledge; that organization is well on a maturity path from a BA Practice to a Business Analysis Center of Excellence (BACoE).

By maintaining this body of knowledge within the organization, the Cincinnati, Dayton or organizations across the country and globe can help deliver business analysis services across the organization at the same level of service, move its business analysts among the business lines and business units within the organization with ease and little ramp-up time, make better business decisions based on an enterprise-wide knowledge base, enable business management consulting within the organization.  These business decisions can have significant impact on the company’s bottom line.

Does your organization have an internal business analysis body of knowledge?

The Value of a BA: Assessing Organizational Readiness

Monday, January 16, 2012 by Aaron Whittenberger

Last week I began to demonstrate the value a Business Analyst (BA) brings to the table in the area of Solution Validation by talking about how they bring value by ensuring the thorough testing of the solution prior to implementation.  Let’s continue in this area with an often overlooked and underutilized task of the BA “Assessing Organizational Readiness”.

Readiness AssessmentIt would be unfruitful for an enterprise application development team to take a project through the project life cycle (PLC) and implement the solution if nobody in the organization is going to use it.  I have witnessed many times a solution gets implemented and the business users don’t like the new process and often times find ways around it.  Business users try to continue on a path of “doing it the way we have been doing it for years”; which makes the job of the BA more difficult as he/she is the Agent of Change within the organization.  To get the business users out of that mindset and accept new, more efficient, ways of doing things is one of the goals of assessing organizational readiness.  This task is centered on identifying whether the organization, and the people in it, is ready to effectively use a solution ready for implementation.  The Business Analyst should identify the forces that support and oppose the proposed change to the organization.  In this way the BA can work to mitigate the opposition of the change, by identifying any training needs or other techniques that will make implementation of the solution go more smoothly and be effectively used for its intended purpose.

Some of the techniques that a BA may use to assess the organizational readiness are Data Flow diagrams and Process Models, to show the change the proposed solution will have on the organization and business users; Organizational Models to help identify stakeholders or groups of stakeholders that will be affected by the proposed IT business solution; Focus Group, Interviews and Surveys can help identify business users’ concerns about the proposed application solution; Risk Analysis helps identify all potential risks to the organization for implementing the proposed solution and develop a mitigation strategy for each risk; Force Field Analysis to identify the forces for and against the IT business solution; and SWOT Analysis to identify the organization’s Strengths, Weaknesses, Opportunities and Threats in preparing for the proposed change.

When doing these techniques to identify the organization’s readiness to accept the change required, the BA needs to be aware of the Culture of the organization and the impact the proposed solution will have on it; Operations and how the IT business solution will change how the organization accomplishes its processes; Security, physical and electronic, how the changes the solution will bring about affects the security of the organization; and Stakeholders, stakeholder groups, locations, functions, processes and concerns in relation to the enterprise application being affected.

An organization of Cincinnati, Dayton or other business community can benefit by effectively utilizing a BA for assessing the readiness of the organization to accept and effectively use an IT business solution by enabling necessary change management practices, decreasing solution implementation timelines, freeing up other project resources to move on to other responsibilities, identifying training needs and assists in identifying transition requirements necessary for solution implementation.

Do you do any type of Organizational Readiness Assessment prior to IT business solution implementation?

The Value of a BA: Maintaining Requirements for Re-use

Wednesday, January 11, 2012 by Aaron Whittenberger

Requirements Re-useThere is no doubt that a considerable amount of resources of an organization is spent on requirement definition and documentation no matter where the maturity of the Business Analysis practice within the organization.  The business has a considerable interest in requirements that lead to IT business solutions and it can define the direction and prosperity of the entire organization.

By maintaining requirements for re-use the Business Analyst (BA) can considerably reduce the resources spent on requirements definition and documentation.  In this way the BA identifies long-termed used requirements of the organization that may be used by multiple systems, or continually come up for solutions on multiple projects.  These may include requirements that the organization must meet on an ongoing basis, as well as requirements that are implemented as part of an IT business solution.

Whether these requirements are maintained in a repository or not; they must be identified, clearly defined and available to all BAs within the organization.  When a requirement must be changed, the change must be communicated to the BA community and understood by the business community concerned.

Maintenance of requirements for re-use can facilitate impact analysis of new, proposed changes to the business, reduce analysis time and effort, assist in the maintenance of previously implemented IT business solutions and support other business initiatives; including training, corporate governance and standards compliance.

Cincinnati and Dayton companies; and companies across the globe need to mature their BA practice within the organization toward effective maintenance management of business requirements, including requirements for re-use.  This will give these organizations the benefits stated above and continue the BA practice on the path toward a Business Analysis Center of Excellence (BACoE).

Do you have an effective requirements management process?  Do you use a software requirements repository tool to accomplish this?

Should You Implement a Business Analysis Center of Excellence?

Monday, December 5, 2011 by Aaron Whittenberger

BACoE deliver knowledgeIn a previous article, at beginning of the year, I discussed the “Top 10 Business Analysis Trends for 2011” as described by ESI International, a business analysis education provider and an IIBA® Endorsed Education Provider (EEP). Looking back upon the year, I see how very close they were on the emergence of these trends. One in particular, number 7, “Resurgence of Centers of Excellence” strikes me.  It hits home because this also seems to be on the  rise in the Cincinnati and Dayton markets.
 

Kupe also wrote on this subject this week at BA Times. He describes it as a topic of a discussion panel at the Building Business Capabilities conference earlier this month. The eight comments posted to Kupe’s article show a few people that have been involved in implementing Business Analysis Centers of Excellence (BACoE).  

So now you ask yourself “Should we setup a BACoE for our company?” You can answer that question by rephrasing it “Will our company benefit from a BACoE?” Setting up a BACoE for the purpose of saying that you have one, is not good enough. How will the organization benefit from having a BACoE? What is the purpose of the BACoE? So find the value add to the organization that a BACoE can provide and you will find the purpose and benefit of having a BACoE and that will make it worth implementing.

One thing to realize when implementing a BACoE is that it is a process that takes time. It isn’t a something that you setup and it is done. It will take continual improvement of your documentation4, processes, tools and training material keeps your BACoE delivering the best possible value to the organization. I have described this process of continual improvement before. So don’t implement the BACoE and never revisit it, not only continually use the material of the BACoE, but continually improve that material. Keep your BACoE as innovative and up-to-date as possible. That is how you will best serve your organization.

Would your organization benefit from a BACoE?  Your friends at STAR BASE Inc. would love to explore that possibility with you.

BA: One Size Fits All

Wednesday, April 13, 2011 by Aaron Whittenberger

I am often asked for advice on BA Career paths, Certifications, What technique to use, templates, tools, and so on.. It seems to me that everyone is looking for that “One size fits all” solution on how to perform the role of the BA. The one path up the BA Career Ladder, the one way to go about getting your certification, should I learn DOORS, RequisitePro or Composer?

 

One thing that I have learned in my many years of doing BA work is that there is no “One size fits all” way of delivering the BA role. Your BA approach will be different depending on the type of project you are involved in. It will differ for a COTS project vs. Capability Gap Analysis. Your approach and tasks that you perform will be different if you are doing enhancements to an ERP system vs. a Vendor Assessment. The techniques you use would be different as well as the templates you may use.

 

Robin Grace handled the template issue in her article on BA Times entitled It’s Time for Template Zombies to Die. Often BAs looking for a template to use will get one from a friend that works for a much larger firm, or a new hire BA brings one with them from a larger firm. The smaller firm uses the template as is, even though there are sections that do not pertain to the type of BA work that the firm does. It may be at times Management will ask “It took you three days to write a two-page document?” Sometimes the response is to make the document 10 pages, and all you have done is added a lot of fluff with no meat. Often, that fluff ends up in the template for the document. Instead of adding fluff, remind Management, “it is more than just writing a document; there is quite a bit of analysis done to make that document right”.  Often people go by what they see and forget about the work done behind the scenes to get to the deliverable. When you do come across a template to use remember this is just a guideline, it can be changed to fit your current situation. Feel free to remove, add or reword sections of the template to make it usable for your task.

 

I have written many times about the BA Career path. In my last article, I surmised that there are as many paths up the BA Career Ladder as there are people willing to forge them. Getting career advice from those that have gone before you is great and can help you forge ahead, but it does not mean there is one and only one way to climb the career ladder. Advice is helpful, but you are still in charge of your career.  

So in any given situation, instead of looking for the “correct” way to handle the situation, do what any good BA would do. Identify and consider all possible solutions, expand your knowledge so you can assess all possible solutions, identify the risks of each solution and select the best possible solution given the knowledge you have at the time. Remember, the “One size fits all” solution does not exist.

BA: 10 Qualities of a Great BA Consultant

Wednesday, September 29, 2010 by Aaron Whittenberger
Today I read a couple of blog posts concerning the qualities to look for in Consultants.  The first blog titled “Top 10 Qualities Of A Great Consultant” listed Does the consultant have non-profit experience as the first quality.  I was ready to fire off my reply, but as I kept reading I realized that this was written for the non-profit sector.  The second blog titled “10 Qualities To Look For When Hiring Consultants” listed several qualities that would be very difficult to “look for” prior to hiring the consultant.  It would be very difficult to pose questions during an interview to gage the Consultant’s A Penchant for Facts, Sift and Filter Out, Think Ahead, Precision, Self Discipline or Honest to a Fault.  Also if you do not need the consultant to fulfill a leadership role within the organization or IT business solutions team then Leadership is not a quality to look for in applicants. 

My colleague, Jeff Welsh, wrote a two piece blog on the "Seven Deadly Sins of Consulting", in which he notes the seven things that a Consultant should never do when engaged at a client.  A lot of them are common sense things and some of them come from experience.  After reading all these blogs, I have compiled a list of qualities to look for in applicants for a BA role within your organization.  Questions can be formed during an interview to help gage the applicant’s ability in these areas.   

1.    Depth and breadth of experience and knowledge


A review of the resume/CV will show the applicant’s prior work experience.  The more senior, critical or strategic activities you wish the consultant to perform, the greater work experience and knowledge you will want the consultant to have.  Also, ensure the consultant’s work experience is relevant to the tasks you will ask the consultant to perform.  Such as, if you are implementing a new ERP package, find a consultant that has done ERP implementation projects.

2.    Dedication to profession and work

The BA Consultant should have great dedication to the BA profession and to his/her own work.  A consultant that stays abreast of BA resources, keeps up-to-date on training and/or has achieved BA certification is showing dedication to the profession.  Every business person should take great pride in their work and deliverables.  The BA Consultant is no different.

3.    Excellent communication skills and interpersonal savvy

Effective communication is essential for Consultants.  Oral and written communication skills are a necessity.  Communication to the client should be relevant and timely.  Miscommunication and Under communication to the client tend to shorten your stay at the client.  One of the posts noted above stated “Honest to a Fault”.  Sometimes, blunt honesty backfires and cause greater issues.  Finesse and tact should always be practiced when handling sensitive issues. 

4.    Customer focused

All Consultants, including BA Consultants, should always be focused on delivering value to the customer.  During the interview probe the Consultant’s commitment to the customer.  

5.    Results oriented

The BA Consultant should be dedicated to delivering results.  If the applicant’s resume/CV does not show their achievements and results then probe the Consultant’s dedication to adding value and delivering results in a timely manner during the interview.

6.    Can see the “big picture” and work in the details

Having the “big picture” view, knowing how your activities fit into that picture, and then being able to work in the details of your activities is truly an art.  Consultants are often asked to perform the tedious tasks, such as research and document activities that require hours of repeating processes.  It is not glorifying or high-profile work, but necessary to be completed.  Being able to go beyond customer expectations doing these kinds of tasks is a way to prove your value to the client.  While working in the details, not taking your eyes off the big picture and ensuring that decisions are made that keep the big picture in tact is also an art.

7.    Team player

Personality conflicts are always detrimental to the team unity.  Bringing on Consultants that do not work well with the team causes people management issues and divert resources to handle those personality conflicts rather than more productive activities.  Derogatory comments about other consultants, or worse the client’s employees, is a fast track to causing team conflict.  As Jeff puts it “don’t be a prima donna”.

8.    Creative thinking

Sometimes solutions to complex business problems require the ability to leap beyond conventional thinking.  They require creative solutions that require creative and conceptual thinking.  Situational questions can devolve the Consultant’s ability to “think out of the box”.
 
9.    Personal organization

Being personally organized helps deliver results sooner.  Having to continually search for documentation or other items can be a great waste of time.  Being able to remember meeting appointments and being on time to meetings show a good degree of personal organization.

10.    Dependable

Being where you are suppose to be at the time you’re suppose to be there is a great attribute for Consultants.  Being punctual really is greatly appreciated by the client, so when you are going to be late to work or an appointment communicate the delay.  That too is appreciated.

So if you are responsible to bring in consultants to help your IT business solutions staff you have some guidelines to look for when determining who to bring in to complete your IT staffing.  If you are a BA Consultant make sure you exceed customer expectations in the areas above and you will have a satisfied customer.

BA: Am I Certifiable?

Thursday, August 5, 2010 by Aaron Whittenberger
Like Adriana Beal, I am often asked by BAs and aspiring BAs if I think that becoming certified would be a good career move.  Adriana covered the Certified Business Analysis ProfessionalTM (CBAP®) certification from the International Institute of Business Analysis (IIBA®) very well.  She noted two situations in which she, and I, would recommend you to obtain the CBAP® certification:
  • the job titles on your work history do not reflect your experience in business analysis (they include other titles such as programmer, software developer, financial analyst, etc.) and/or;
  • you spent many years doing business analysis work for one company (perhaps even with the title of BA), but never obtained post secondary education, and is finding it difficult to get your resume noticed by other companies.
So I will cover the new Certification of Competency in Business AnalysisTM (CCBATM), just introduced by the IIBA.  This certification is targeted to the intermediate BA who has not yet achieved the 5 years of BA work experience required by the CBAP®.  The IIBA has positioned this certification as a stepping stone to the CBAP®, as such it does not have a recertification process.  The CCBATM is good for 5 years and it is expected that within that time most recipients will achieve their CBAP® certification.  If not, you will have to sit for the CCBATM exam again.

So is it a good idea to get the CCBATM certification?  There are many good reasons to obtain a certification; Adriana points many of them out in her article so I will not repeat them here.  However, I am often asked this question by BAs with no or less than one year of work experience.  They clearly do not meet the requirements of the CCBATM certification; so what is the alternative for them?

The alternative to a certification for someone who is just starting out their BA career is a “certificate” from an education provider that you have completed some training in a specific area.  It is advisable to get your training from an Endorsed Education Provider (EEPTM) of the IIBA so that you know that what is being taught is in line with the IIBA Business Analysis Body of Knowledge® (BABOK®).  One other recommendation for those just starting out their BA career, go ahead and join the IIBA now.  Just putting your IIBA membership on your resume shows your dedication and passion for the BA profession.  It also gives you an excellent talking point during interviews.

As you are beginning your career as a BA, concentrate on improving your BA skills and gaining experience in a breadth of BA tasks and techniques.  Remember, work experience can stand alone on your resume; a certification (or certificate) can not.

Seven Deadly Sins of Consulting, Part 1.

Friday, July 23, 2010 by Jeff Welsh

You have probably heard your parents or grand-parents talk about when they were younger and how they had to walk to school, up hill both ways.  When they shared this story with you it was to prepare you for times when things weren’t so easy and to provide you with their knowledge and advice from their hard earned experience. I wish that someone would have shared the list below with me earlier in my career.  It might have saved me a few grey hairs and sleepless nights.  I have to admit, I have been guilty of a couple of these in the past, but that’s why it’s called experience.

1. Bill for time not worked.  This will be the quickest way to end up out of a consulting gig. Make sure you bill the client only for the time you actually work. This can be tricky if your clients are friends. When you go to a job like this, you know there will be a period of time spent socializing, especially when you first arrive. Don't bill for this time. Start the billing period when you start working.  Sometimes clients will have celebrations during the day.  If you don’t want to appear anti-social, by not going, just don’t bill.  If there are any questions, ask the account manager to find out. If you are the account manager, ask your client manager at one of your one to one meetings if it’s ok to bill.  Some client’s have a culture where that is part of the expectation.

2. Negotiate rates and make deals with the client.  If you work for a consulting firm, you know there are channels for clients to go though to make requests..  Most firms have some sort of account manager to handle those issues.  Direct the client to the account manager.  I had one consultant that actually went so far as to look in the client’s AP system to see how much we were getting paid and then wanted to negotiate a higher rate with the client.  This particular action did not end well for the consultant and he has not been able to be considered for other assignments in this client even when his skill set was ideal.  Never, ever work out a side deal or moonlight with a client this can comprise your integrity and jeopardize the trust between  you, the consulting company and inevitably the client.

3. Act like a prima donna.  Yes, you’re good, that’s why you have been hired. I actually heard a consultant tell the client that their employees were stupid.  Hello? You are there to serve those employees.  You don’t know what kind of constraints they have had to work with.  Hind sight is always 20-20.  Its always far better to politely make suggestions. You may find out your brilliant idea was considered previously and there was a very valid reason for it not being implemented.  It’s much better to NOT have egg on your face or your foot in your mouth.

4. Miscommunicate or undercommunicate when engaged at a client I believe that the client should know what is going on with their project.  Many times I have had to be the bearer of bad news.  I also like weekly status reports to let the client know what I have worked on and what I’m planning on doing.  If at all possible I like to let them know a percent complete.  Years ago, I heard another consultant tell the client he was “unit testing”.  The client assumed that meant he had all the functionality done and was testing.  The reality was he had about 10% of the functionality done and was testing just that one small piece.  When the truth came out, it was not pretty.

Tomorrow I will finish off the last 3 sins.
To be continued……

BA: Building Maturity one Building Block at a time!

Monday, June 28, 2010 by Aaron Whittenberger
What an exciting time to be a Business Analyst!  Why do I say that?  Because there is so much going on within and for the profession; within organizations worldwide as well as for the profession globally.

Those that follow the discussion forums on the Business Analysis groups (BA Forum, IIBA®, Modern Analyst) on LinkedIn, have seen me post and comment.  I have seen conversations develop into two opposite points of view, usually between two individuals, and neither side is willing to change their view, nor consider the other view.  When conversation degrade to name calling, you just know that if these two individuals were in the same room that they would be putting on the boxing gloves and it would be a knock-down, drag-out fight to the end.   What I think these people are missing…or seem to forget…is history.

Whether you wish to admit it or not, the profession of Business Analysis is still very much in its infancy.  It is growing dramatically all over the world.  Look at the IIBA membership and chapter start-ups over the past few months.  This leaves very widely spread opinions as to what the job of a Business Analyst is.  Business Analysis or the IIBA does not enjoy the history and recognition that Project Management and the PMI® receive today.  Someday it will, and the IIBA is growing maturity one building block at a time.  Let’s take a look.

The PMI was incorporated in 1969, offers 5 certifications, has over 300,000 certified individuals and the PMBOK® is in its Fourth Edition.  The IIBA was incorporated in 2006, offers one certification and is adding its second by end of the year, has less than 1,000 certified individuals and the BABOK® is in its Second Edition.  Even ITIL® can be traced back to the British Government of the 1980’s.  Six Sigma also got its beginnings in the 1980’s.  So the IIBA and the Business Analysis profession does not get the recognition that these other professions, methodologies and/or approaches get at the C-level within organizations.  It took some time for organizations to recognize these others, they want to see quantifiable results.  Business Analysis is getting there; they are proving their value to organizations every day; and with time it too will get its due recognition.

So what is the International Institute of Business Analysis® (IIBA®) doing to help the cause?  A few months ago they launch the Online Library, last month they release the second version of the BA Competency Model, and recently have announced their second certification level.  Promised in coming months is the Agile extension to the BABOK.  Make no mistake about it, the IIBA stands behind and for the Business Analysis profession.  They are building maturity one building block at a time.  As with all previous professions, methodologies and/or approaches organizations will be slow, but will eventually, adapt and recognize the value.  BA Center of Competency and Center of Excellence are beginning to get recognized for the value they bring to the organization.

So why is it an exciting time to be a BA?   Because we current practitioners are in on the ground floor.  How often do you get an opportunity to define a profession for the world? Just as the framers of the PMI and PMBOK did 40 years ago, we forge a new area for the world to follow.  Wouldn’t you grab the bull by the horns?

Where Does the BA Fit into Your Organization?

Monday, February 15, 2010 by Aaron Whittenberger
I attended the CIO Speaker series sponsored by the Cincinnati Chapter of the IIBA®.  The January meeting showcased the CIO and Deputy CIO of FirstGroup America.  It was not part of their presentation, but a question was asked of them “should the BA report to IT or to the Business?”  This alludes to the bigger question “where does the BA fit into the organization?”

This is the question that many organizations are still trying to answer today.  Many organizations are just realizing the benefits of the BA role.  One thing to realize, is those of us in the BA arena today are in the forefront of an infantile and growing profession.  The International Institute of Business Analysis (IIBA)®, the professions governing body, was formed in 2004; incorporated in 2006.  There are 827 certified professionals (CBAP)® in the world.  Compared to the Project Management Institute (PMI)®, which was incorporated in 1969, offer five certification programs and has nearly 300,000 certified professionals.  You may say that your company has had BAs for the last 5 or 10 years.  Then I say your company is one of the forward-thinking organizations that has recognized the benefits that the BA role provides in developing IT business solutions.

Now I believe this discussion will go on for years; but as this is my blog, here I get to put my two cents in.  First, let’s define the role of the BA in which we discuss.  Many organizations have a quality assurance team, department or processes within the IT application development team.  As these people support system or user acceptance testing procedures, these people are Business Analyst.  For this discussion, I refer to the Business Analyst that works on the front end of the project life cycle.  Who develops the Enterprise Architecture, gathers business requirements for business process improvements and makes the business case for IT business solutions projects to make those improvements.

As the role of the BA is to develop requirements and make the business case for IT application development projects, this is an IT function; therefore the BA is an IT position and should report to the IT management as opposed to the Business management.  Although the duties that the BA performs may put him/her in front of external customers of the company, their goal is not to perform the business of the company but to recommend IT business solution projects to improve business processes within organization; this is an IT function.

If your organization is large enough to use terms such as Business Process Organization (BPO) and Project Management Office (PMO); then you should find the BA at the heart of the BPO.  The purpose of the BPO is to analyze and recommend improvements to business processes.  So now you say that in most organizations the BPO is a business team; I would reply that it should be a combination business and IT team.  The improvement to business processes may require a business solution, such as upgrade or replace business machinery or training; or an IT solution, such as application enhancement, system training or system upgrade.  Therefore, the BPO should be made up of business positions and IT positions working together to determine the best solution to business issues.

One thing that I would change in many organizations is that I believe the BA should sit more in the vicinity of the business unit(s) that they support as opposed to sit in the IT Department.  BAs will be much more effective when they fully understand the business processes in place, issues that business workers face and the daily going-ons within the business unit(s).  Also, easy approachability to the BA for the business gains buy-in to the duties and recommendations of the BA.

So there is my opinion on the subject, what is yours?

Light at the End of the Tunnel

Friday, September 18, 2009 by Jeff Welsh

Its good to see Cincinnati and Dayton area companies starting to embrace open source as an alternative to custom application development.  As an IT Strategy consultant, I can say there is a place for both.

STAR BASE, Inc. just landed another Magento project.  I have written about Magento before and this post has links to several others.   These are not your father’s shareware packages. The packages we are working with are what I’m calling Commercial Open Source. 

I’m curious, why have you or your company not implemented an open source option?  Is it because the light at the end of the tunnel looks more like a train?  Maybe we’re just ahead of the curve again and I need a little bit of Patience.

 

Cincinnati companies show a commitment to Business Analysis

Thursday, September 17, 2009 by Aaron Whittenberger

I attended the first meeting of the season for the Cincinnati IIBA® Chapter. They are doing a series entitled CIO Speaker Series, where they have the CIO from prominent companies in the Cincinnati area who have demonstrated a solid commitment to promoting the effective practice of Business Analysis in their organizations come and speak on how that commitment is put into practice within their organization.

Now I really thought this was going to be boring but the speaker; Jeff Wolverton, Senior VP and CIO of Great American Financial Resources, Inc. (GAFRI), captured my attention when he spoke about how he used the area of Business Analysis to turn his IT organization around and assist them in providing better IT business solutions.

Jeff has been with GAFRI for 11 years and has held the position of CIO for the past 8 years, but they have really put an emphasis on the area of Business Analysis and have begun to reap the benefits thereof here in the last year and a half.

He demonstrated how putting Business Analysis first changed the reputation of his IT staff within the organization from an IT production support group that is slow in delivering business applications that are often bug ridden, to an IT staff that develops great business application solutions that work for the business. GAFRI IT staff went from delivering solutions and telling the business to report any bugs found and they will fix them to delivering business solutions where they had found 85% of all bugs prior to user acceptance testing.

Jeff also spoke about how in last year’s economy where IT budgets in most organizations were being slashed, he received a double-digit increase; the largest increase in his 8 years as CIO. So how do you get that kind of budget increase and turn around the reputation of your IT staff and the business application solutions that they deliver? GAFRI did it by getting to the business requirements behind the business requests and implementing a systematic, repeatable project delivery process.

Jeff and his team put into place a new IT business solutions delivery process from the requirements gathering phase to project delivery (implementation). This new process was going to take much longer than the old process. What use to take a week will now take two to four weeks.  How do you get business buy-in to wait for their business applications? When you deliver a business application solution in which the business usually reports several bugs during testing to delivering a solution in which the business reports almost no bugs, they see value in the new process.

GAFRI’s new IT business solution delivery process put emphasis on two areas: requirements gathering and application testing. They created new roles within their IT staff and put people in place with very specific duties to gain measurable increased value in these areas. They not only put IT staff through training, but they put the business through training on the new delivery process and the business role on working with the IT staff to drive better IT business solutions.

The first new IT role is the Requirements Analyst. This person works with the business in the beginning of the project to elicit and form clear and concise business requirements for the IT business solution. So many times when IT delivers a project they get the punch line to that Dr. Seuss rhyme about the Super Programmer, where the requester says ‘You gave me just what I asked for but not what I need!’. The Requirements Analyst works throughout the project, in a diminishing role, to ensure that the IT solution will meet the needs of the business.

The second new IT role created is the Test Analyst. Typically, testing is thought of after development is complete or nearing completion. In GAFRI’s model test plans are created before or as development starts and are based on the business requirements of the project. The Test Analyst either performs or supports IT Quality Assurance testing and supports User Acceptance Testing.

GAFRI is a shining example of how commitment to the area of Business Analysis can reap many benefits for the organization, both for IT and the business. The end result is better IT business solutions.

Teaching Old Dogs New Tricks

Wednesday, September 2, 2009 by Mark Murphy
Sometimes the solution to a problem is staring you right in the face.  Sometimes you already know the answer but can't see it because the pieces are labeled in a way that is outside the scope of the solution.  Sometimes you can just use an old tool to provide a piece of functionality you thought you needed to code a home grown solution for.  Recently, such a time occurred for me.

I was in a meeting discussing the logistics of transferring multiple gigs of text data across the internet.  The source computer was an iSeries, the target was something else.  Much of the discussion centered on network latency and the time it was going to take to transfer that much data, and how processes were going to have to be pushed back a day because the window was too short.  Well I said why don't we just zip up the file and send it that way.  Data files tend to be highly compressible, up to 90%.  "Can you do that on an iSeries."  That was the infrastructure guy.  Why not, I can run Java on it.  I shouldn't be too hard to find something, even if I have to write a simple Java program.  "Don't do anything we won't be able to understand."  That was one of the RPG programmers.  IMHO, the legacy tag belongs with those who use the technology, and the technologies  they choose to use rather than with the hardware and operating system.  For me it was a challenge.

A day later I had a working command using a tool that is bundled with every Java Development Kit.  I knew this, but it took a slight memory jog from a college to remind me.  A JAR file is a ZIP file with a different extension.  IBM explicitly provides a tool to convert a database file to a CSV file, or a flat text file, but to compress that file into a ZIP file you need to use the JAR utility and give the file a .ZIP extension.  Works like a champ.  IBM even provides an alternate JAR utility that acts more like a command line compression utility to create zip files, but instead of calling it zip, or izip or something like that they call it ajar.

Well, a short CL later and I have a full featured program that takes a database file name, a zip file name and path (in the integrated file system or IFS), and a format selector (*DLM or *FIXED).  It probably would have made more sense to name that format *CSV instead of *DLM, but IBM's conversion utility calls it *DLM.  The output is a zip file with the name and path as specified in the input parameters.

And Here it is:

             PGM        PARM(&DBF &ZIPFILE &FORMAT)


             DCL        VAR(&DBF) TYPE(*CHAR) LEN(32)
             DCL        VAR(&ZIPFILE) TYPE(*CHAR) LEN(255)
             DCL        VAR(&FORMAT) TYPE(*CHAR) LEN(6)
             DCL        VAR(&FILE) TYPE(*CHAR) LEN(10)
             DCL        VAR(&LIB) TYPE(*CHAR) LEN(10)
             DCL        VAR(&MBR) TYPE(*CHAR) LEN(10)
             DCL        VAR(&CMD) TYPE(*CHAR) LEN(255)
             DCL        VAR(&TEXTFILE) TYPE(*CHAR) LEN(15)
             DCL        VAR(&TEMPFILE) TYPE(*CHAR) LEN(40)
             DCL        VAR(&ERRLOOP) TYPE(*CHAR) LEN(1) VALUE(N)
             DCL        VAR(&INTER) TYPE(*CHAR) LEN(1)

             MONMSG     MSGID(CPF0000 QSH0000) EXEC(GOTO CMDLBL(ERROR))

             RTVJOBA    TYPE(&INTER)

             CHGVAR     VAR(&FILE) VALUE(%SST(&DBF 3 10))
             CHGVAR     VAR(&LIB) VALUE(%SST(&DBF 13 10))
             CHGVAR     VAR(&MBR) VALUE(%SST(&DBF 23 10))

             /* Ensure ZIP directory exists for error logging */
             MKDIR      DIR('/zip')
             MONMSG     MSGID(CPFA0A0)

             /* Delete &zipfile if it exists */
             RMVLNK     OBJLNK(&ZIPFILE)
             MONMSG     MSGID(CPFA0A9)

             /* build text file name */
             IF         COND(&FORMAT *EQ *DLM) THEN(DO)
                CHGVAR     VAR(&TEXTFILE) VALUE(&FILE *TCAT '.csv')
             ENDDO
             ELSE       CMD(DO)
                CHGVAR     VAR(&TEXTFILE) VALUE(&FILE *TCAT '.txt')
             ENDDO

             /* generate temporary file name */
             RTVTMPIFSN NAME(&TEMPFILE)
             IF         COND(&TEMPFILE *EQ ' ') THEN(CHGVAR VAR(&TEMPFILE) +
                          VALUE('/tmp/$$__tempfile'))

             /* export DBF to temporary file */
             CPYTOIMPF  FROMFILE(&LIB/&FILE &MBR) TOSTMF(&TEMPFILE) +
                          MBROPT(*REPLACE) STMFCODPAG(*STDASCII) +
                          RCDDLM(*CRLF) DTAFMT(&FORMAT) RMVBLANK(*TRAILING)
             MONMSG     MSGID(CPF2817) EXEC(DO)
                SNDPGMMSG  MSGID(CPF9898) MSGF(QCPFMSG) MSGDTA('Error +
                             converting Database File to Interface File') +
                             MSGTYPE(*DIAG)
                GOTO       CMDLBL(ERROR)
             ENDDO

             /* Send 'compressing' status message */
             IF         COND(&INTER *EQ '1') THEN(SNDPGMMSG MSGID(CPF9897) +
                          MSGF(QCPFMSG) MSGDTA('Compressing file ' *CAT +
                          &FILE) TOPGMQ(*EXT) MSGTYPE(*STATUS))

             /*---------------------------------------------------------------*/
             /* This command is using the unix environment to zip up the file */
             /* extracted above.  All errors are logged to a text file        */
             /* named error.txt.  The 2>> operator redirects stderr to the    */
             /* file following it, and adds any messages to the end of the    */
             /* file.                                                         */
             /*                                                               */
             /* The following unix utilities are used here:                   */
             /*  ajar - create an archive                                     */
             /*                                                               */
             /* The following environment variables are used here:            */
             /*  QIBM_QSH_CMD_ESCAPE_MSG - Sends QSH0005 as an escape message */
             /*        if the exit status is not 0 (Qshell error condition)   */
             /*---------------------------------------------------------------*/
             /* Send an escape message if the command fails */
             ADDENVVAR  ENVVAR(QIBM_QSH_CMD_ESCAPE_MSG) VALUE(Y) +
                          REPLACE(*YES)

             /* Create &zipfile from temporary file */
             CHGVAR     VAR(&CMD) VALUE('ajar -c -M' *BCAT &ZIPFILE *BCAT +
                          '''' *CAT &TEMPFILE *TCAT ''' :' *BCAT &TEXTFILE +
                          *BCAT '2>>' *BCAT '/zip/error.txt')
             QSH        CMD(&CMD)
             MONMSG     MSGID(QSH0005) EXEC(DO)
                SNDPGMMSG  MSGID(CPF9898) MSGF(QCPFMSG) MSGDTA('Error +
                             creating ZIP file') MSGTYPE(*DIAG)
                GOTO       CMDLBL(ERROR)
             ENDDO

             /* Delete temporaty file */
             RMVLNK     OBJLNK(&TEMPFILE)
             MONMSG     MSGID(CPFA0A9)

             /* Exit Normally */
             GOTO       CMDLBL(OUT)


             /* Process Errors */
 ERROR:      IF         COND(&ERRLOOP *EQ Y) THEN(GOTO CMDLBL(OUT))
             CHGVAR     VAR(&ERRLOOP) VALUE(Y)

             /* Delete temporaty file */
             RMVLNK     OBJLNK(&TEMPFILE)
             MONMSG     MSGID(CPFA0A9)

             /* Send Escape message */
             SNDPGMMSG  MSGID(CPF9898) MSGF(QCPFMSG) MSGDTA('Error +
                          Processing File') MSGTYPE(*ESCAPE)

 OUT:        ENDPGM

Check it out.  Create a ZIP file using the Java Archive utility.  A Rose by any other name would smell as sweet!

Is the IIBA Buckling Down Too Hard?

Tuesday, August 4, 2009 by Aaron Whittenberger
I have return.....from my eight month siesta.  No, I have not been in Mexico; so I can guarantee that I do not have the swine flu.  Although Mexico is on my bucket list, I don't believe now is a great time to visit.  I am back and still on my soap box.  What has gotten me back on my soap box are some recent articles and blogs I have read complaining that the International Institute for Business Analysis ® has made the application and recertification process for their Certified Business Analyst Professional (CBAP)® certification too stringent.

I have been and continue to be a strong proponent for IT certifications.  Even since I obtained my CBAP® certification last year the application process has changed.  The exam itself is now based on version 2.0 of the Business Analysis Body of Knowledge (BABOK)®.

I have heard that CBAP® applicants are rejected due to the IIBA® reducing their documented hours for tasks or deliverables that do not qualify as business analysis work.  Such reduction of hours left them short of the 7,500 hour requirement.  Some applicants are unaware of the new 900 hour requirement in four of the six knowledge hours, again leaving them short of the requirement. 

First of all I believe that the application process itself is more rigorous than the exam.  It is part of the whole process of obtaining the certification.  The IIBA® , by putting all applicants through a rigorous review process, protects the value of the certification.  A couple of tips I can give you in applying for the CBAP® certification:
  1. Document more than the minimum 7,500 hours of business analysis work.  This ensures that if your hours are reduced in the review process that you will still have enough hours to qualify to sit for the exam.  This goes for total hours as well as hours in each of the knowledge areas.  I personally documented 9,000 hours on my application.
  2. Put the language on your application in the wording of the BABOK®.  By putting your work tasks and deliverables in the language of the profession it is less likely that the hours will be discounted in review.
     
Remember that any certification worth getting will not be a give-me.  You will have to work for it.  Any certification worth getting will have a re-certification process, usually just as rigorous as the original application process itself.  In my opinion, the CBAP ® certification and the business analysis profession is what turns IT solutions into IT business solutions.  When it comes to web application development or any business application development projects, the business analyst is as much a valued resource as the project manager.  Business analysis done right can help ensure the success of your IT business solutions projects.

End of an Office Era

Friday, May 22, 2009 by Matt Warman

 

 

Microsoft has announced that support for Office 2000 ends on July 14th, with Office Update closing on August 1st. In case management and application development members think "well that’s an old version, nobody hacking it anymore", 15 bugs were fixed this year, 12 critical. If you are thinking of upgrading, Office 2007 uses a new format. I would suggest using Open Office unless you using a lot of macros in your Office. Open Office can read your Word documents, but uses an open, readable format. My kids use Open Office for their school work, even though the school requires Word. The best part is that Open Office is free. Try it out in a test environment, and let some of your users try it out for a while. People are change adverse, but there can be valid concerns. Document the issues and create a transition document if you decide to use it in your business.

Think Change

Friday, March 20, 2009 by Michael Kiffmeyer

Organizations that build strong value-driven cultures frequently achieve high performance.  The values that are developed must touch every department in the organization or the overall operation will fall short of its targeted goals.

As an IT consulting firm in Cincinnati, we see many different approaches from many different companies and it is the “out-of-the-box thinkers that seem to continually apply lateral thought process on a continual basis and always stay a few steps ahead of their competition.

One would think that IT departments would observe and learn from this but way too often they do not pay attention to the business drivers of the organization and continue to stay with the same IT infrastructure year in and year out and resist change on any level.

There are those that would argue that “if it isn’t broke don’t fix it” and I agree to a point but I believe that if IT professionals are going to contribute to building a strong value-driven culture that works to achieve the business goals of the organization they are going to have to look at new approaches that may enhance the very work they are held accountable for.

Being responsible for business development for our Cincinnati IT consulting firm, over the past couple of weeks I have approached several clients and potential clients with some new value propositions.  Many do not want to talk about them, nor are some even curious on what they are.  Everyone has a full plate and little capacity for a new application development services, IT training or IT consulting project.

However, here is a question that I have for these individuals.  If it is true that information technology changes every fifteen to eighteen months, how can the IT systems and enterprise IT applications that you have had in place for the last three to five years continue to be relevant or simply as efficient as they could be?  Do you not owe it to yourself to at least listen to what an IT consulting firm here in Cincinnati has to offer?  Perhaps that IT consultant has significant experience with a solution that can make a difference but you are unaware of it because you are resistant to change and everything is running 'smoothly'.  I can understand your hesitation but what if the new solution could greatly improve your IT infrastructure, decrease costs, fuel improved productivity or more effectively balance your IT staffing needs?   Wouldn’t it behoove you to at least listen?
 

You guys have nothing to worry about, we're professionals…

Friday, March 20, 2009 by Jeff Welsh

You guys have nothing to worry about, we're professionals…Professional what?  I think that is a great line from Ferris Bueller's Day Off.  I thought of it when I was looking at this post.   In it the author makes the point that is better to hire a IT professional sometimes rather than doing it yourself.    His rationale is that most companies are not in the application development business, so why try and internally do something that is outside your core competency.

Here are some reasons that you might want to bring in an IT Consultant.

1. Knowledge and Experience - The key advantage that an IT Consultant brings to the table is that they have a diverse amount of training and education that is expensive to hire in-house. They may also bring certifications to the table that gives them more credibility and knowledge about ways to improve your company’s use of technology.

2. Strategic Involvement - An IT Consultant could begin as a consultant for you and will investigate your current use of technology and will present you with a wide variety of options for improving your use of technology. Often, they will know more about what kind of options are out there and will have the ability to quickly identify with your business and help you choose the right solution.  Wellness Check anyone?

3. Custom Software Solutions - The ideal solution for your company will be something that is unique and works better for you than anyone else. A good IT Consultant will have the ability to either combine different software packages to best meet your needs or design and write a custom piece of software that is best for your company. In either case, they will have the ability to expertly match your processes with the software’s functionality, giving you the results that you’ve been striving for.  Open Source Solutions could work well.

4. Implementation - Unfortunately, selecting the right software is only half the battle. You must be able to implement the software and train your staff on the proper way to use the software. At STAR BASE we call this mentoring.

5. System Analysis - If you’ve already got a software package that meets your needs and are just looking for a couple of ways to manipulate your current software to improve effectiveness, an IT Consultant can help. They have a diverse knowledge and understanding of software and have the ability to work with a variety of packages, find ways to improve them, and find solutions for your company.  
 

Why should I use a Framework?

Thursday, February 5, 2009 by Mark Murphy
Frameworks have become the rage in OO application development, and despite the inherent need for programmers to build it themselves, using a well designed and well supported framework can save you significant time when developing applications for the web.  Let's face it, web applications have a whole set of constraints and threats that local applications don't have, not the least of which is security.  An IT Strategy Consultant can help you choose a framework that will boost your productivity and make your applications more secure.

A good framework relies on well researched design patterns like Model-View-Controller (MVC) to make it easier to apply coding techniques like Don't Repeat Yourself (DRY).  While this can appear to make applications more complex, in practice a modular application based on an MVC framework will help maintain consistency of the application.  If there is only one piece of code that calculates item prices, then wherever those prices are needed, they will always be calculated the same way.  This may seem totally intuitive, but you would be surprised the number of applications I have seen where the same task is coded separately in each place it is needed.  In fact that is how the monolithic programming style worked.  Each program contained all of its code, and it was, usually, easy to see where that program needed to be changed to fix the pricing rule.  Unfortunately, it was much harder to find all the programs that the pricing rule needed to be changed in.

A good framework will contain an abstraction layer to shield you from the nuances of your specific database.  When the time comes to change database engines you won't be stuck with a major rewrite.  Yea, I know you have used the XXX database forever, and will never change.  And in Cincinnati, pigs can fly!  Acquisitions, mergers, changing business requirements, and other things can cause your simple IT Infrastructure to become complicated beyond your ability to effectively manage it.  Consolidation frequently involves choosing a database and porting everything else over to it.

A good framework has a thriving developer community behind it.  This makes it easier to retain application developers, get training, and get questions answered.  This also means that security threats are quickly addressed to keep your data safe in the brave world of the internet.

As a good IT strategy, choosing and using the right framework can boost the productivity of you application development staff, and make your applications more consistent and more secure.

The End of an Era

Thursday, February 5, 2009 by Mark Murphy
It’s the end of an era.  I have been at the same client now for over a dozen years, but the economy and a large ERP project have taken their toll.  Now there is no money to keep me on board.  It’s been a good run, and I have seen a lot of stuff, but I can’t say I am not looking forward to seeing something new.  Twelve years is a long time to be in the same place.  When I first started IT consulting in Cincinnati, OH, I had six or seven different clients in the first two years; sometimes two at a time.  It never ceases to amaze me the number of ways there are to approach a given problem, and I never tire of learning new things.

As I reflect on the last decade, I realize that I love working with the iSeries and i5/OS.  You might say I have become somewhat of a bigot for that platform.  I don’t know of any other platform that is as stable and reliable as the iSeries.  It is easy to learn, easy to use, you plug it in and it works.  Hardware and OS upgrades do not create a need for rebuilding or redesigning applications.  The same box can safely serve multiple loads, and the OS is actually able to (and does) keep jobs from stepping on each other.  Despite being on the cutting edge of technology, IBM i as it is now known has the ‘legacy’ tag.

As a result, IBM has merged the System i hardware with the System p, and launched Power Systems.  The OS is your choice: AIX, IBM i, or Linux.  That lets them continue to support i without having to build separate hardware for that ‘legacy’ platform.  Oh, and by the way, when IBM reports sales numbers, the old System i hardware is still reported by itself, and being older technology, those sales numbers are in a freefall.  System p numbers however, are reported combined with Power Systems, and include the numbers for all Power Systems whether they are being sold with IBM i, AIX, or Linux.  To be honest, it isn’t the hardware that matters, but the operating system that gives a computer its character, but the reporting of the new Power Systems gives a false impression that customers are leaving IBM i in droves.  Perception is reality, and IBM, intentionally or not, is killing off the i.

It isn’t just IBM though.  There aren’t many programmers coming out of college that want to program using RPG.  And everyone knows that IBM i can only use RPG against a DB2 database that really isn’t DB2. <sarcasm off>  It is rare that you find Java, PHP, or MySQL running on an i.  Even though Java has been available almost since it’s inception, and PHP has been available since i5/OS V5R3.  Two releases of the OS later, people still as me if IBM still upgrades the operating system or the hardware.  Yes but perception is reality.  I still love the box, and the OS.  It is as close to an appliance as anyone in the computer industry will ever get, while still being able to scale to mainframe proportions.

What is a poor RPG programmer to do?  Learn Java, learn PHP, bring your skills into the 21st century.  It is the end of an era, and you don’t want to be caught with the legacy tag.

Talent Challenges

Thursday, January 29, 2009 by Michael Kiffmeyer

There is trouble in the near future for talent needs and it is coming in various flavors:
 

  • According to the Bureau of Labor statistics, in 2010 over 10M jobs in the United States will go unfilled – in 2022 it will be 30M jobs
  • College graduation rates are down to 54% and 75% of new jobs will require a college degree
  • Making the wild assumption that Baby Boomers (44 – 62 years old) will leave the workforce when they are retirement eligible (is that at 55 or 65?) – there isn’t enough Gen X (28 – 43 years old) to replace them (78M Boomers versus 40M Gen Xers). Gen Y (7 – 27 years old) is big (70M), but still lacks the experience (hello…most haven’t even graduated) to make an immediate impact
  • The average time in a company for Gen X is four years; for Gen Y it’s more like two and while the Boomers have been pretty loyal in the past, but the technology market hasn’t exactly rewarded them for that loyalty.
  • According to an AARP survey of Boomers - 31% of mature workers became responsible for a dependent parent; 23% had an adult child move back home; and 16% were providing child care or day care for grandchild.  50 to 80 hour work weeks, while tolerated by Boomers and some Gen Xers, won’t be tolerated by Gen Y and won’t be of interest to Boomers as they ‘mature’ in their careers and many take on the care of family members. So, since everyone knows that a 40 hour work week for technology professionals is a joke – who’s going to be doing all the work?

Well, I was thinking there are a couple of answers here but those answers will involve a major paradigm shift in the way we think about our workforce today. 

Baby Boomers are learning very quickly that retirement will have to be postponed because of our current economic conditions.  This wealth of knowledge can be instrumental in assisting those organizations that are struggling with Information Technology Staffing because these folks are going to be around a little longer than they planned!
 
Information technology departments will have to create a hybrid workforce model that will be made up of Baby Boomers, Gen Xers and Gen Yers.  Still another approach is to work closer with IT outsourcing partners to ensure you have the talent that you need.  My organization, STAR BASE, Inc. makes finding superior IT talent for IT jobs a fulltime pursuit.

Finally, another emerging model that will be downsized IT department with only mission critical personnel and several part-timers that will be used from time-to-time.  This model will be subsidized from time-to-time by outsourced to information technology staffing partners that can assist in bridging the gap.