How To Be a Great Business Analyst
Are you a business analyst who wants to be better at what you do? Have you been recently promoted to being a business analyst and have no idea what is expected of you? Well never fear, my friends, for we here at Swimlane Flowcharts are here to help you. The business analyst role is critical to the success of any significant project and there are many resources available to help the aspiring BA improve at their job. In this post we are highlighting a number of resources than can help you become a great business analyst.
The first book I recommend is The Business Analyst’s Handbook by Howard Podeswa. This book was the first of it’s kind that I saw – a book designed specifically for the business analyst. Given the importance of the position as a liaison between the business and information technology team I don’t know why there wouldn’t have been more written about this key role but there really hasn’t been. Of course since the advent of the International Institute of Business Analysis professional association there has been more written material on this position, but in the end I still like this book the best.
One thing to keep in mind is that this book has solid reference material that experienced Business Analysts can utilize on virtually any assignment. This is not the best book for a new Business Analyst and is really geared towards a practitioner that understands their craft and appreciates additional guidance. But that shouldn’t discourage new BAs from purchasing this book. After all, someday you too will be that experienced practitioner!
Next up on our recommended list is Seven Steps to Mastering Business Analysis by Barbara A. Carkenord. Don’t let the textbook-like cover fool you. This book is not just for academics – it is for real life business analysts out in the fields.
This book provides a how to approach to mastering business analysis work. It will help build the skill sets of new analysts and all those currently doing analysis work, from project managers to project team members such as system analysts, product managers and business development professionals, to the experienced business analyst. It also covers the tasks and knowledge areas for the new 2008 v.2 of The Guide to the Business Analysis Body of Knowledge and will help prepare business analysts for the IIBA CBAPA certification exam.
The best aspect of the book is it’s use of real world, practical examples. It really helps to understand the topic. Here is one of the most succinct reviews I’ve found:
Barbara Carkenord has really gotten it right! This book takes you through what is needed to analyze a business completely and correctly, which will feed into the best solutions for that business. ‘Seven Steps’ is well laid out, understandable, and hits all the right notes. I would recommend this book not only to new business analysts, but also to seasoned analysts looking to hone their skills.
I think that says it all.
If you can’t succeed at being a business analyst after reading and absorbing these guides to being a business analyst then perhaps you are in the wrong line of work!
Making Swimlane Flowcharts with Google Docs
I have used a variety of business process mapping software to create flowcharts over the years and none has impressed me as much as the simple flowcharting available now in Google Docs. It is so easy to create swimlane flowcharts and other useful business process modeling documents that if I were starting a small business I would certainly consider using Google Docs for all of my documentation needs.
In the past I have used Office 2007 for example flowcharts that I have posted on here like this swimlane flowchart example. And frankly I think it looks pretty good. Pretty easy to make them, but not super easy. And of course Office isn’t cheap.
So it was with great interest this morning that I read New flowchart shapes and multi-line text in drawings from the official Google Docs blog. I didn’t realize that Google docs had any flowcharting at all!
Well, indeed it does and it is very, very easy to create a simple swimlane flowchart in a matter of minutes. Here is what it looks like when you are in edit mode:
And here is what it looks like when inserted into a document:
To make the swimlanes you simply add a large rectangle for each lane you would like to draw. Remember that in a swimlane flowchart each lane represents a different person, group, team, etc. There are a wide variety of different flowchart shapes to choose from and there are connectors like arrows as you would expect. Regarding the arrows I was a little disappointed that they are not smart arrows than can be snapped to each shape effectively, they don’t seem to have any relation to the shapes which I think could use some improvement.
However, remember that Google Docs are free! And these can be easily shared with members of your team for business process collaboration, which is what I think, other than cost, is the biggest benefit to using Google Docs.
Looking for a cheap business process mapping tool to create your own swimlane flowcharts? Give Google Docs a try!
4 Simple Business Process Management Tools
You’ve probably navigated your way to this site because you have an interest in business process management, however you choose to describe it. I say that because business process management means something different to each and every person. In my worldview it is all about aligning a business with the needs of it’s customers, and those can be external customers in a normal scenario or it could be internal customers if you are running an internal shared services organization, for example. No matter how you define customer, BPM is all about ensuring you have optimized your relationship with your customer in a way that is mutually beneficial to the both of you. Truly it is a process optimization process.
The problem that I have with business process management is that it seems as though as more and more vendors have hopped on the bandwagon of trying to sell technology tools to meet the needs of companies wanting to improve their processes that they have made it too complex and too expensive.
Ask someone what BPM tools are available and you’ll get a spewing of vendors like Appian, BEA Systems, Cordys, EMC, Global360, HandySoft, IBM, Lombardi Software, Metastorm, Pegasystems, Tibco Software and Ultimus offering suites that include modelers, asset managers, business rules engines, and process management and deployment tools. There are business process management tools, document automation tools, workflow design tools – this list just goes on and on.
I have gone through a number of outstanding process optimization projects that resulted in an improved customer experience that was mutually beneficial to my company – the very definition of BPM – but we didn’t use millions of dollars of business process management tools to make these improvements, we used a handful of simple tools. I would like to describe them here and suggest that these may be all you need when combined with a team of RFSers (Really Freaking Smart):
Original Post-It Notes are one of the simplest yet effective tools you can invest in. It is amazing what a smart group of people can do with a bunch of Post-It Notes and some pens. If you want to really learn how such a simple tool can be most effective you owe it to yourself to invest in
Rapid Problem Solving with Post-It Notes, a great little book that will give you plenty of ideas for how to optimize your use of this very simple business process management tool.
While it is true that there are plenty of cheaper process mapping tools to choose from, the Gold Standard in my opinion is Microsoft Visio Professional 2007. You can pick up a copy for under $500, which is dirt cheap compared to most business process management tools. Take the results of your Post-It Note brainstorming sessions and use Visio to actually draft up the process you are working on improving. To get the most out of Visio I recommend purchasing the Visio 2007 Bible, which as the name implies is literally the bible when it comes to maximizing your use of Visio.
Once you have reached the point where you have documented your process there will need to be a lot of back and forth between the process improvement team members in regards to improving the process. What you need now is a simple document management system. If you are a pure Microsoft shop perhaps your best bet is truly Microsoft SharePoint, but for the rest of us looking to get a full-featured document management system without a lot of overhead or expense, then I think WordPress is the way to go. Easy to install, maintain and use. And the best part of it is that it is free. Invest a small amount in a great WordPress Theme and a book like WordPress for Business Bloggers and you will be all set to go.
Finally, I would be remiss in not plugging my own site here – you’ve got to learn everything you can about Swimlane Flowcharts because these are the absolute most important kinds of flowcharts that you will use when trying to optimize a business process. Check out my flowchart examples and learn from them so that you can apply the principals to your own project.
So that’s it – 4 Simple Business Process Management Tools that you can use to implement BPM within your organization at a cost that is millions less than what the big vendors will want to charge you.
Good luck in your process improvement projects!
