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Prepared For EDELWEISS

February 20, 2015

Prepared By ESI International

901 North Glebe Road, Suite 200

Arlington, VA 22203 Tel: (703) 558-3000

Fax: (703) 558-3001

© Copyright ESI International

December 2009

All rights reserved.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of ESI International and the Client for whom the report is generated.

CBAP © is a registered certification mark owned by International Institute of Business Analysis.

IIBA © , BABOK © , and Business Analysis Body of Knowledge © are registered trademarks owned by International Institute of Business Analysis.

ESI International

Arlington, VA USA

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I. Introduction

The purpose of the “BA Appraise : A Knowledge Assessment ® ” (BA Appraise ® ) is to evaluate an individual’s knowledge and skills related to business analysis best practices. The assessment examines the individual’s knowledge and skills, related to the best practices in business analysis as determined by ESI and the business analysis knowledge areas of the International Institute of Business Analysis's (IIBA ® ) A Guide to the Business Analysis Body of Knowledge (BABOK ® Guide) . The individual assessment results are then used to identify overall organizational needs and priorities for targeted improvement in business analysis performance. ESI administered the assessment, including access management, registration, access, and results reporting, for EDELWEISS.

The purpose of this report is to provide an overall performance summary of the BA Appraise ® assessment along with a set of ESI business analysis training recommendations and priorities. The recommendations presented herein are designed to provide optimum return and improvement in business results.

3 participants from EDELWEISS completed the assessment.

II. Overview of BA Appraise ®

ESI’s BA Appraise ® is an 80-question, multiple-choice online assessment that examines an individual’s knowledge in business analysis best practices and BABOK ® Guide knowledge areas. Upon completion of the BA Appraise ® assessment, individuals receive a Results Summary through e-mail that reports their performance against business analysis best practices and BABOK ® Guide knowledge areas. The Results Summary also provides guidance and recommendations to help individuals develop a training plan to remediate any knowledge gaps.

This BA Appraise ® report has been developed specifically for EDELWEISS to assess the individuals' assessment results collectively to ensure EDELWEISS chooses the appropriate path for further development of organizational knowledge and skills in business analysis. The results analyzed in this report are intended to provide an overall performance summary against business analysis best practices and BABOK ® Guide knowledge areas. This organizational summary will ensure EDELWEISS selects the appropriate remediation steps—including training and professional services—that will optimize return on investment and improvement in business results.

IIBA ® , BABOK ® , and Business Analysis Body of Knowledge ® are registered trademarks owned by International Institute of Business Analysis.

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The BA Appraise ® report consists of five sections:

I. Introduction: This section identifies for whom the report was generated, the total number of respondents, and the numerical data that go into populating the report.

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II. Overview of BA Appraise ®: This section provides the information around what the report is to measure and what areas the report will map to for ease of reference:

II-a. Business Analysis Best Practices: Explains the 23 top practices that ESI has determined to be most valuable in any project.

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II-b. BABOK® Guide Knowledge Areas: Explains the six knowledge areas and the underlying competencies area as determined by the IIBA®.

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III. BA Appraise ® Group Performance Results: The section introduces the analysis of the results of the assessment against the two mapping areas for the report:

III-a. Performance against Business Analysis Best Practices: Provides the analysis of the assessment against ESI’s 23 best practices in business analysis.

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III-b. Performance against BABOK ® Guide Knowledge Areas: Provides the analysis of the assessment against BABOK ® Guide ’s knowledge areas and underlying competencies.

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IV. Prioritization of Group Training Needs: This section explores the training courses and other items available to the organization that would help close the identified gaps.

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V. Raw Data: This section provides the mapping of each individual’s scores who completed the assessment to the business analysis best practices and knowledge areas.

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II-a. Business Analysis Best Practices

The business analysis best practices used in this report to examine organizational and individual knowledge and skills were identified by ESI subject matter experts. These best practices represent the key business analysis activities that are applicable to most projects regardless of industry. Although the degree to which each best practice is performed may vary based on organization, project complexity, risk, or other factors, a successful business analyst should be aware of and know how to perform each best practice. The best practices correspond to the six basic phases of business analysis: analyze the enterprise, define vision and scope, plan requirements, elicit requirements, analyze and document requirements, and assess and validate requirements.

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The following best practices are included in this report:

Analyze the Enterprise

1. Perform stakeholder analysis 2. Develop facilitation skills 3. Develop organizational and industry knowledge 4. Employ problem solving skills 5. Define the business case

Define Vision and Scope

6. Define the AS-IS and TO-BE states 7. Develop knowledge of solution development methodologies 8. Define the solution scope

Plan Requirements

9. Plan business analysis activities 10. Manage communication and conflict with stakeholders 11. Use traceability to manage requirements 12. Perform impact and risk analysis 13. Measure the performance of business analysis activities

Elicit Requirements

14. Select the appropriate elicitation techniques 15. Perform requirements elicitation 16. Manage changes to requirements

Analyze and Document Requirements

17. Prioritize requirements 18. Write effective requirements 19. Select the appropriate modeling techniques 20. Prepare requirements documentation

Assess and Validate Requirements

21. Select the appropriate testing techniques 22. Validate and verify requirements 23. Assess solution performance

At least one question in the BA Appraise ® assessment reflects each best practice to ensure that individuals understand the principles behind performing the best practice.

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II-b. BABOK ® Guide Knowledge Areas

The BABOK ® Guide is an internationally recognized standard for business analysis. This report examines organizational and individual knowledge and skills against the knowledge areas identified in the second version of the BABOK ® Guide . The IIBA ® also addresses underlying competencies as a knowledge area that should be developed for business analysts. The knowledge areas, including the underlying competencies area, are described below:

Business Analysis Planning and Monitoring : This area covers planning how business analysts elicit, monitor, manage, validate, and verify requirements . The area includes stakeholder identification and selecting the approach that will be taken for business analysis.

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Elicitation : This area describes how business analysts gather requirements, including the identification of and preparation for the techniques that will be performed for elicitation . The area also describes how the elicitation results should be confirmed with stakeholders.

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Requirements Management and Communication : This area describes how business analysts manage changes to requirements and how requirements should be communicated to stakeholders.

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Enterprise Analysis : This area describes how business analysts identify the business need and the solution scope for responding to the business need. This area includes feasibility studies and identifying the drivers behind the solution.

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Requirements Analysis : This area describes how business analysts examine and prioritize requirements for the solution to ensure the solution meets stakeholder needs. In this area, the specification and modeling of requirements is also explained.

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Solution Assessment and Validation : This area describes how business analysts assess the solution to ensure it meets the business need and stakeholder requirements. It also includes assessing the performance of solution after delivery to the customer.

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Underlying Competencies : This area describes the analytical thinking and problem solving skills, behavioral characteristics, business knowledge, communication skills, interaction skills, and software application knowledge needed by the business analyst.

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The BA Appraise ® reports include an analysis of individual and organizational results against the BABOK ® Guide knowledge areas. ESI includes this analysis to provide further guidance on identifying opportunities for improving organizational knowledge of business analysis.

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III. BA Appraise ® Group Performance Results

The table and graphs below show the results from the BA Appraise ® assessment completed by the group of 3 participants from EDELWEISS. The results are separated into two subsections:

Results against business analysis best practices •

Results against BABOK ® Guide knowledge areas •

A description of how to read and analyze each table and figure is included.

III-a. Performance against Business Analysis Best Practices

Each question in the BA Appraise ® assessment is mapped to at least one business analysis best practice. Each best practice corresponds to a business analysis phase. The following graph shows the group results for the assessment by business analysis phase. This graph can be used to identify the business analysis phases for which the organization has significant knowledge and for which additional knowledge development may be required.

Percentage of Correct Answers by Business Analysis Phase

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The following graphs show the results of the assessment for each business analysis best practice by the applicable business analysis phase:

Analyze the Enterprise Phase – Results for Individual Best Practices

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Define Vision and Scope Phase – Results for Individual Best Practices

Plan Requirements Phase – Results for Individual Best Practices

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Elicit Requirements Phase – Results for Individual Best Practices

Analyze and Document Requirements Phase – Results for Individual Best Practices

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III-b. Performance Against BABOK ® Guide Knowledge Areas

Each question in the BA Appraise ® assessment is mapped to at least one BABOK ® Guide knowledge area. The following graph shows the group results for the assessment by BABOK ® Guide knowledge area. The graph also identifies the BABOK ® Guide knowledge areas for which the organization has significant knowledge and for which additional knowledge development may be required.

Assess and Validate Requirements Phase – Results for Individual Best Practices

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IV. Prioritization of Group Training Needs

The following tables map the results from the BA Appraise ® assessment to ESI’s core business analysis curriculum and other courses. The numbers in the tables indicate the average percentage of correct scores from the group results, which relate to the content of the courses in ESI curricula. This information can be used to prioritize the rollout of customized ESI courses for employees at EDELWEISS.

The tables should be interpreted by focusing on the lower percentages: the lower the percentage shown in the tables, then the higher the need for training in that particular area. If the results show an overall weakness against business analysis best practices or BABOK ® Guide knowledge areas, the first recommended course is Foundations of Business Analysis because this course includes the fundamentals of business analysis across all best practices and knowledge areas.

Percentage of Correct Answers by BABOK® Guide Knowledge Area

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Average Group Percentage by ESI Core Business Analysis Course

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Average Group Percentage by Selected ESI Courses

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V. Raw Data

The tables on the subsequent pages present the unanalyzed results from the BA Appraise ® assessment for each participant.

The following legend can be used to analyze each table:

Scoring Legend0 - 58 = Requires Attention59 - 75 = Adequate76 - 100 = Proficient

Gautam Gupta

Supriya Rao

Yusuke Oba

Knowledge Averages

Bus

ines

s A

naly

sis

Pla

nnin

g an

d M

onito

ring

Req

uire

men

ts M

anag

emen

t and

C

omm

unic

atio

n

Ent

erpr

ise

Ana

lysi

s

Elic

itatio

n

Req

uire

men

ts A

naly

sis

Sol

utio

n A

sses

smen

t and

Val

idat

ion

Und

erly

ing

Com

pete

ncie

s

50% 60% 90% 77.8% 46.7% 60% 83.3%

35.7% 40% 60% 88.9% 53.3% 90% 41.7%

64.3% 80% 70% 100% 100% 70% 83.3%

50.0% 60.0% 73.3% 88.9% 66.7% 73.3% 69.4%

Individual Participant Results by BABOK ® Guide Knowledge Area

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Individual Participant Results by Best Practices in the Analyze the Enterprise Phase

Gautam GuptaSupriya RaoYusuke Oba

Knowledge Averages

Per

form

sta

keho

lder

ana

lysi

s

Dev

elop

faci

litat

ion

skill

s

Dev

elop

org

aniz

atio

nal a

nd in

dust

ry

know

ledg

e

Em

ploy

pro

blem

sol

ving

ski

lls

Def

ine

the

busi

ness

cas

e

66.7% 75% 66.7% 100% 100%100% 50% 33.3% 50% 50%100% 75% 66.7% 100% 100%88.9% 66.7% 55.6% 83.3% 83.3%

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Individual Participant Results by Best Practices in the Define the Vision and Scope Phase


Knowledge Averages

Def

ine

the

AS

-IS

and

TO

-BE

sta

te

Dev

elop

kno

wle

dge

of s

olut

ion

deve

lopm

ent m

etho

dolo

gies

Def

ine

the

solu

tion

scop

e100% 50% 50%50% 50% 50%50% 100% 0%

66.7% 66.7% 33.3%

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Individual Participant Results by Best Practices in the Plan Requirements Phase


Knowledge Averages

Pla

n bu

sine

ss a

naly

sis

activ

ities

Man

age

com

mun

icat

ion

and

conf

lict w

ith

stak

ehol

ders

Use

trac

eabi

lity

to m

anag

e re

quire

men

ts

Per

form

impa

ct a

nd r

isk

anal

ysis

Mea

sure

the

perf

orm

ance

of b

usin

ess

anal

ysis

ac

tiviti

es

25% 100% 100% 100% 50%25% 33.3% 66.7% 50% 50%75% 100% 33.3% 50% 50%

41.7% 77.8% 66.7% 66.7% 50.0%

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Individual Participant Results by Best Practices in the Elicit Requirements Phase

Gautam Gupta

Supriya Rao

Yusuke Oba

Knowledge Averages

Sel

ect t

he a

ppro

pria

te e

licita

tion

tech

niqu

es

Per

form

req

uire

men

ts e

licita

tion

Man

age

chan

ges

to r

equi

rem

ents

83.3% 75% 50%

100% 100% 0%

83.3% 100% 50%

88.9% 91.7% 33.3%

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Knowledge Averages

Prio

ritiz

e re

quire

men

ts

Writ

e ef

fect

ive

requ

irem

ents

Sel

ect t

he a

ppro

pria

te m

odel

ing

tech

niqu

es

Pre

pare

req

uire

men

ts d

ocum

enta

tion

66.7% 100% 37.5% 16.7%66.7% 66.7% 37.5% 16.7%100% 100% 100% 83.3%

77.8% 88.9% 58.3% 38.9%

Individual Participant Results by Best Practices in the Analyze and Document Requirements Phase

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Individual Participant Results by Best Practices in the Assess and Validate Requirements Phase


Knowledge Averages

Sel

ect t

he a

ppro

pria

te te

stin

g te

chni

ques

Val

idat

e an

d ve

rify

requ

irem

ents

Ass

ess

solu

tion

perf

orm

ance

66.7% 20% 100%100% 60% 100%100% 80% 100%

88.9% 53.3% 100.0%

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