Tasks - 1.4.2.1 | Real-time Business Case Challenge | Business Analysis
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Interactive Audio Lesson

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Phase 1: Elicit Requirements

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0:00
Teacher
Teacher

Let's begin with the first phase, which is about eliciting requirements. What do you think 'eliciting requirements' means?

Student 1
Student 1

Does it mean gathering what the stakeholders need?

Teacher
Teacher

Exactly! It's about uncovering the needs and expectations of stakeholders. Can anyone name the key stakeholders for our grocery project?

Student 2
Student 2

The customers and store staff?

Student 3
Student 3

Also the delivery team and admin!

Teacher
Teacher

Right! Now, when we conduct interviews, we should document notes. What technique can we use to organize stakeholder responsibilities?

Student 4
Student 4

A stakeholder matrix?

Teacher
Teacher

Correct! Remember RACI helps clarify roles. Can anyone explain what RACI stands for?

Student 1
Student 1

Responsible, Accountable, Consulted, and Informed!

Teacher
Teacher

Great job! Summarizing these roles is essential to our project. Let's wrap up this session by recalling the deliverables for this phase.

Teacher
Teacher

They include a Stakeholder List, Interview Notes, and a Requirement Summary.

Phase 2: Document Requirements

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0:00
Teacher
Teacher

Moving on to our second phaseβ€”documenting requirements. Who can tell me what a user story is?

Student 2
Student 2

Is it a way of capturing user needs in a narrative format?

Teacher
Teacher

Exactly! User stories should follow the INVEST criteria: Independent, Negotiable, Valuable, Estimable, Small, and Testable. Can someone give me an example of how we might write a user story for our project?

Student 3
Student 3

As a customer, I want to add products to my cart so that I can purchase them.

Teacher
Teacher

Good! Now, let’s learn how to define acceptance criteria using Gherkin syntax. Can anyone recall the structure of a Gherkin statement?

Student 4
Student 4

Given, When, Then!

Teacher
Teacher

That's right! So, let's engage activelyβ€”what might an acceptance criterion be for our user story?

Student 1
Student 1

Given I have products in my cart, when I click checkout, then I should see the order summary.

Teacher
Teacher

Excellent! This is crucial for ensuring our project meets user expectations. Let’s conclude with the key documents we should have: User Stories, Acceptance Criteria, and a Requirements Traceability Matrix.

Phase 3: Model the System

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Teacher
Teacher

Today, we will dive into modeling the system. Can someone explain the purpose of a Use Case Diagram?

Student 3
Student 3

It shows interactions between users and the system!

Teacher
Teacher

Correct! Now, what about an Activity Diagram? What does that illustrate?

Student 2
Student 2

It represents the flow of activities, like how customers interact from browsing to checkout.

Teacher
Teacher

Exactly! Visualizing these flows helps clarify processes. Now, who can tell me why wireframes are beneficial?

Student 4
Student 4

They help us visualize the layout and functionality of key screens.

Teacher
Teacher

Exactly right! Wireframes are essential for user experience design. This phase's documents include Use Case and Activity Diagrams and Wireframes. Let’s summarize why these are important in our project.

Phase 4: Test Planning

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Teacher
Teacher

Now, let's touch upon Phase 4β€”Test Planning. Why is testing an important aspect of our project?

Student 1
Student 1

It ensures that our product functions as expected!

Teacher
Teacher

Exactly! Writing test cases is a key part. What information is typically included in a test case?

Student 2
Student 2

ID, steps, and expected results.

Teacher
Teacher

Correct! And how do we ensure our test cases align with the requirements?

Student 3
Student 3

We can map them to our Requirement Traceability Matrix!

Teacher
Teacher

Spot on! Planning how to log defects is also part of this phase. Can anyone explain why tracking defects is crucial?

Student 4
Student 4

It helps us improve the system by resolving issues before the final release.

Teacher
Teacher

Well done! Remember, even if testing is optional for this scenario, it increases the quality of our project. Solid execution here will lead to greater confidence in our deliverables.

Phase 5: Presentation & Review

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Teacher
Teacher

Finally, let's go to the last phaseβ€”presentation and review. Why is presenting our project critical?

Student 4
Student 4

It allows us to share our findings and get feedback!

Teacher
Teacher

Absolutely! Our presentation should summarize the problem, solution scope, user stories, and key diagrams. How many slides should we aim for?

Student 1
Student 1

6 to 8 slides!

Teacher
Teacher

Correct! And including the next steps in our presentation is essential. What's a good way to engage our audience during this presentation?

Student 2
Student 2

By storytelling and inviting questions!

Teacher
Teacher

Exactly! Also, consider recording a walkthrough for better engagement. In summary, practice your presentation skills to effectively convey the value of your project.

Introduction & Overview

Read a summary of the section's main ideas. Choose from Basic, Medium, or Detailed.

Quick Overview

This section outlines the tasks involved in preparing a mini-project for a real-time business case challenge.

Standard

The section details the various phases and deliverables required to complete a mini-project as a Business Analyst, focusing on requirements elicitation, documentation, system modeling, testing, and presentation.

Detailed

The section provides a comprehensive guide to executing a mini-project that simulates a Business Analyst's workflow. It is structured around a project scenario of developing an Online Grocery Ordering System, detailing phases including requirement elicitation, documentation, modeling, optional testing, and final presentation. Each phase includes specific tasks and expected deliverables like stakeholder identification, user stories, diagrams, and a presentation, aimed at fostering practical skills in business analysis.

Audio Book

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Phase 1: Elicit Requirements

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Phase 1: Elicit Requirements

Tasks:
- Identify stakeholders (e.g., customers, store staff, delivery team, admin)
- Conduct 2–3 mock interviews or prepare stakeholder personas
- Create a stakeholder matrix (with RACI if possible)

Deliverables:
- Stakeholder List & Roles
- Interview Notes / Persona Profiles
- Stakeholder Requirement Summary

Detailed Explanation

In this first phase, students will learn how to elicit requirements from various stakeholders involved in the project. Identifying stakeholders means recognizing who will be affected by the project or who has an interest in its outcome. Mock interviews help simulate real conversations to gather insights, while a stakeholder matrix helps to clarify roles and responsibilities. The deliverables in this phase include a list of stakeholders, notes from the interviews, and a summary of their requirements.

Examples & Analogies

Imagine planning a community event and needing input from various groups: vendors (store staff), volunteers (admin), attendees (customers), and delivery services (delivery team). Just like gathering their opinions helps shape the event, eliciting requirements gives a clear understanding of the needs for the grocery ordering system.

Phase 2: Document Requirements

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Phase 2: Document Requirements

Tasks:
- Write 5–8 user stories using INVEST format
- Define acceptance criteria using Gherkin (Given–When–Then)
- Categorize requirements: business, functional, non-functional
- Create a Requirement Traceability Matrix (RTM)

Deliverables:
- User Stories Document
- Acceptance Criteria Sheet
- BRD or FRD (can be simplified)
- RTM in Excel or Table format

Detailed Explanation

In this phase, students learn to document requirements effectively. User stories describe features from an end-user perspective and follow the INVEST criteria (Independent, Negotiable, Valuable, Estimable, Small, Testable). Acceptance criteria set the conditions that must be met for a feature to be considered complete. Categorizing requirements into business, functional, and non-functional ensures clarity in what needs to be built. Finally, the Requirement Traceability Matrix (RTM) links requirements to their sources, making it easier to track them throughout the project.

Examples & Analogies

Creating user stories is like writing recipe instructions: each step (or story) needs to be clear and easy to follow. Think of acceptance criteria as the β€˜taste test’ β€” the dish has to meet certain standards before it can be served. By organizing the ingredients (requirements) in categories, you ensure that no important flavor is left out!

Phase 3: Model the System

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Phase 3: Model the System

Tasks:
- Draw Use Case Diagram for order placement
- Draw Activity Diagram for customer flow (browse β†’ checkout)
- Create Wireframes or Mockups (use Draw.io, Balsamiq, or Figma)

Deliverables:
- Use Case Diagram
- Activity Diagram
- Low-fidelity Wireframes (for 2–3 key screens)

Detailed Explanation

Modeling the system involves creating visual representations of how the system will function. The use case diagram outlines interactions between users (actors) and the system for specific tasks, such as placing an order. The activity diagram captures the flow of actions a customer takes while navigating the system, from browsing to checkout. Wireframes are basic designs of screens showing the layout of elements, allowing stakeholders to visualize the final product before development starts.

Examples & Analogies

Think of modeling a system like designing a theme park. The use case diagram is like a map showing where people can enter certain rides (interactions), the activity diagram illustrates the path they take from one ride to another, and wireframes are initial sketches of how the park will look, giving a sense of layout before the attractions are built.

Phase 4: Test Planning (Optional)

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Phase 4: Test Planning (Optional)

Tasks:
- Write 3–5 test cases
- Map them to requirements in RTM
- Identify a sample defect (if any) from testing

Deliverables:
- Test Case Table (ID, Steps, Expected Result)
- Defect Log (Optional, for extra challenge)

Detailed Explanation

Test planning focuses on ensuring that the system works as intended. Writing test cases involves outlining steps to verify that each requirement performs correctly. Mapping these cases back to the RTM ensures that all requirements are covered by tests. Identifying defects highlights any issues found during testing, leading to necessary corrections. The deliverables include a table listing the test cases and, optionally, a defect log that details any issues discovered.

Examples & Analogies

Testing can be compared to quality checking in a kitchen. When a chef creates a new dish, they might write down the steps for others to replicate (test cases). They also need to check if the dish meets customer expectations (mapping to requirements), and if any flavors are off, they note them down to fix them before serving.

Phase 5: Presentation & Review

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Phase 5: Presentation & Review

Tasks:
- Create a summary presentation (6–8 slides max)
- Include business problem, solution scope, user stories, diagrams, and next steps
- Present your project to peers or mentor (live or recorded)

Deliverables:
- Slide Deck (PDF or PPT)
- Optionally, record a 5-minute video walkthrough

Detailed Explanation

The final phase involves compiling all work into a clear presentation. The presentation should summarize the business problem, outline the proposed solution, detail user stories, and display diagrams created during the project. This step emphasizes the importance of communication skills in conveying project findings effectively, either in a live setting or through a recorded format. The deliverables include a slide deck, with an option for a video walkthrough to elaborate on the project.

Examples & Analogies

Think of this presentation as the grand unveiling of a new product. Just as a company might launch a new gadget by highlighting its features and benefits to an audience, you need to showcase your project and explain how it addresses the predetermined business problem. Engaging your audience helps them understand the value you've created.

Definitions & Key Concepts

Learn essential terms and foundational ideas that form the basis of the topic.

Key Concepts

  • Elicit Requirements: The process of gathering needs and expectations from stakeholders.

  • User Stories: A technique to describe product features from the user's perspective.

  • Acceptance Criteria: A part of the user story defining conditions for success.

  • RACI Matrix: A tool for clarifying stakeholders' roles in a project.

  • Modeling Diagrams: Visual tools for illustrating system functions and user interactions.

Examples & Real-Life Applications

See how the concepts apply in real-world scenarios to understand their practical implications.

Examples

  • Example of a User Story: As a user, I want to track my order status so that I can stay updated on delivery.

  • Acceptance Criteria Example: Given my order is confirmed, when I check the status, then I should see the current tracking information.

Memory Aids

Use mnemonics, acronyms, or visual cues to help remember key information more easily.

🎡 Rhymes Time

  • Elicit, document, and present, BAs ensure the project is well-spent.

πŸ“– Fascinating Stories

  • Once upon a time, a team set to build a grocery site. They began by talking to users to understand their needs before diving into tasks.

🧠 Other Memory Gems

  • Remember the key steps with 'E-D-M-P': Elicit, Document, Model, Present.

🎯 Super Acronyms

For RACI, think 'Responsible, Accountable, Consulted, Informed'β€”the project's guiding light!

Flash Cards

Review key concepts with flashcards.

Glossary of Terms

Review the Definitions for terms.

  • Term: Stakeholders

    Definition:

    Individuals or groups who have an interest in the outcome of a project.

  • Term: User Stories

    Definition:

    Short, simple descriptions of a feature told from the perspective of the user.

  • Term: Acceptance Criteria

    Definition:

    Conditions that a product must satisfy to be accepted by a user or customer.

  • Term: RACI Matrix

    Definition:

    A responsibility assignment matrix that clarifies roles and responsibilities.

  • Term: Wireframes

    Definition:

    Visual representations of a user interface to show how different elements will look and behave.

  • Term: Test Cases

    Definition:

    Specific conditions under which a tester assesses if a feature works as intended.