Become a Business Analysis Detective
These notes were taken while studying using Salesforce's free self-learning portal, Trailhead. Specific content based on this blog post by Sarah Orens dated April 29, 2020.
- Good business analysts figure out what their users really need, and why they need it
What are requirements?
- Requirements are something that someone needs, in this case, needs as stated by a stakeholder
- To be a requirement, it must be quantifiable and verifiable
- Not to make something “prettier” or “more user-friendly,” since this not measurable
- To be a requirement, it must be quantifiable and verifiable
- The stakeholder, not the Business Analyst or Salesforce Admin, owns the requirements
Why do we need requirements?
- Requirements tell:
- Salesforce Admin what problem needs to be solved,
- Test Engineers what to test, and
- Managers how they can see the progression of a project
- Requirements document a contract between you and the stakeholder, identifying what needs to happen before a project can be considered “completed”
Requirement elicitation
- Several ways to gather requirements, each with their pros and cons. Ex:
- Interviews
- Workshops
- Using comparable, rival products
Documenting
- Once you arrive at a comprehensive list of requirements, its critical to document them
- Documenting creates clarity for the project
- More requirements do not equal better requirements
- Try to write each requirement as one short sentence
- Not necessary to get the wording perfect on the first try - keep them simple and concise
- Once you think the requirements are in a good place, the next step is to send them to the stakeholders and review together
- Together, you can then agree on what you’ve discovered and what a complete project will look like
- When all the stakeholders sign off and agree to the written requirements, you can mark the elicitation project complete