18 years of proven training for business systems analysts in requirements and testing
IIBA Endorsed Education Provider

The problems most companies have with software development are due to poor requirements rather than coding. Developers know how to code but the business requirements are most often incomplete and don’t effectively communicate the business needs. The lack of effective requirements gathering and writing leads to 82% of the software re-design and maintenance efforts causing companies to waste millions of dollars a year on ineffective software implementations and lost product to market opportunities (based on a study done by James Martin).

Surveys of Pierson Requirements Group’s customers have found that using Pierson’s training and implementing collaborative requirements techniques has lead them to a savings of 25 – 40% of time and cost over the entire project or 3 to 4 months out of a year long project. Pierson Requirements Group provides both on-site and virtual instructor led training classes. The next scheduled Requirements Gathering & Writing is September 22 – 24 and October 4 – 6. For more information, contact jmatthews@piersonrequirementsgroup.com or click on the link http://www.piersonrequirementsgroup.com/contact.php.

http://www.prlog.org/10863376-pierson-requirements-group-announces-virtual-business-requirements-gathering-writing-class.html

 

Business requirements gathering and writing works best when the business analyst doesn’t throw the requirements over the cubicle wall to IT!  Using collaborative requirements gathering sessions for scoping, high level requirements and detailed requirements should be conducted.  If you involve the technical team in the detailed requirements sessions, you will have less churn and less chaos.  Below is a description of the focus group sessions the Business Analyst can conduct:

  • The first step would be to review the requirements use cases from the requirements sessions previously conducted.
  • Once you have reviewed the high level requirements, you are ready to identify how the system will work with the SMEs, and Technical Leads.  Using the requirements use cases, develop the detailed steps of the flows on the use cases.  Using a ping-pong method, identify what the user will do and what the system response should be and document.  The Business Analyst can use an Activity Diagram with swimlanes technique to help identify the detailed steps in the use case.
  • While you are identifying the detailed steps, you can also note where you have screens and reference them on the use case.  The Business Analyst should lead the Subject Matter Experts (SMEs) and the Technical Team in a brainstorming session using the storyboarding technique to collaboratively build screen mock-ups.
  • The Business Analyst should then further define the screen specifications by capturing the details of the data fields on the screens with the team. 

A good article that supports the importance of collaborative detailed requirements sessions as described above is as follows:  http://advice.cio.com/jim_vaughan/10442/project_managers_need_to_engage_it_at_the_right_time

Pierson Requirements Group, Inc. has trained Microsoft project teams in JAD Facilitation using Use Cases and the Unified Modeling Language (UML).  Pierson has also provided training to the Program Managers at Microsoft in Business Requirements Gathering & Writing using JAD, Use Cases and UML.

For more information please contact wpierson@piersonrequirementsgroup.com or call 203-322-1606.  Check out the website for www.piersonrequirementsgroup.com.

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Pierson has trained and mentored the U.S. Census Bureau Re-design division on their templates, requirements process tools and methods.  Pierson has trained all the project teams including the Project Managers, Subject Matter Experts, Business Analysts, Technical Managers, Programmers and Branch Chiefs in the new Re-design requirements gathering and writing process.

Click on the course name to view the course content.   Business Requirements Gathering & Writing using JAD, Use Cases and UML.

For more information please contact wpierson@piersonrequirementsgroup.com or call 203-322-1606.  Check out the website for www.piersonrequirementsgroup.com.

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Iterative Development is a process that speeds the delivery of functionality to end-users by segmenting a system into pieces for delivery, rather than delivering all of the system functionality in one large implementation. The iterative process utilizes a spiral methodology and is also customer driven following an evolutionary process using continuous application engineering in a timeboxed fashion with a dedicated professional team. The goal of the iterative approach is to reduce the time between requests and delivery of Business Application Systems. Some of the primary characteristics of iterative development projects are:

 

·         There is a strict deadline for basic functionality

·         Can be released in increments

·         Uses techniques such as time-boxing, dedicated teams and focus sessions

·         Business users are involved throughout the project and JAD is used

·         Total project time is usually 3 – 6 months

Roles

 

The execution of an Application Project can involve a number of different actors, each with a specific role and set of responsibilities. The following table defines all the different roles and responsibilities that can be found on an Application Development Project. These roles always exist although the size and characteristics of the project may cause the same person to carry out more than one role.

 

Add and remove roles as appropriate.  Make sure the responsibilities of each role are clearly understood.  It is as important to list client responsibilities to ensure client resources have the appropriate authority.

Role

Responsibilities

Roles

 

 

 

  Project Manager

Produce Project Definition Document.

Manage project schedule.

Manage project budget.

Manage change, issues risk and status.

  Technical Manager

Schedule and manage day-to-day development activities.

Resolve technical issues.

  Test/QA Manager

Define system test plan & test cases.

Execute system test plan.

Schedule testing resources.

Ensure application adheres to standards.

  Business Analyst

Analyze and document client requirements.

  Developer

Produce Prototype (optional).

Produce Design Document.

Code the application.

Unit test code.

Fix bugs in a timely manner.

  Tester

Test the application to ensure it complies with the Requirements & Design Documents.

 

 

<Client> Roles

 

  Sponsor/Champion

Sign-off on major deliverables and budget.

Participate in phase-end reviews.

Assign client resources to the project.

Eliminate roadblocks and motivate staff.

  Client Project Manager

Primary point of contact for Hallmark.

Sign-off on major deliverables.

Approve change requests & change budget.

Participate in phase-end reviews.

Coordinate client meetings, participation in workshops, training and status meetings.

  Other Client Representatives

Participate in analysis & design workshops.

Ensure the requirements specification meets the needs of the organization.

Participate in User Acceptance Testing.

 

 

TBD Roles

 

  Rollout manager

Plan and manage installation activities.

Plan/coordinate conversion activities.

  Support manager

Provide ongoing product support.

  Training manager

Develop training plan (with client lead).

Develop training material.

Train employees on the system.

  Documentation manager

Develop user documentation & help.

The purpose of an iterative development approach is to separate a development project into logical and manageable units for incremental delivery.  The completion of each iteration adds to the knowledge about the system being developed and reduces the risk when progressing to the next iteration.  It also provides a repeatable method for business system development.  It provides business user sign off and approval before continuing to commit resources to the project.

 

Reusability is also described throughout the system development process.  Reusing previously developed parts in a product is a significant way of decreasing the product’s life cycle cost.  Reuse in software engineering means deliverables that can be reused later.  This includes all the information and knowledge that has been developed, such as; system architectures, development methods, program code and completed algorithms.

Requirements Gathering & Writing Class

The Requirements Gathering and Writing class focuses on how to gather and write the different levels of requirements.  After attending Pierson’s training, customers have achieved a 30 – 40% time and cost saving in the requirements phase.  The class teaches how to implement UML and use case best practices for requirements gathering and writing for enhancements and new software development projects.  The workshop is one third lecture and two thirds hands on exercises for writing project scope definitions, business requirements and functional specifications requirements.

 

The seminar focus is on:

 

·         Understanding the different levels of requirements

 

·         The requirements management process

 

·         Characteristics and guidelines for writing effective requirements and use cases

 

·         Communication techniques for gathering requirements

 

·         Writing skills and instructions for writing successful scoping, requirements documents and detailed requirements

 

·         Practical exercises in scoping, business objectives, functional requirements, non-functional requirements, use cases and screen and reporting specifications

 

·         Writing and critiquing use cases and requirements using guidelines and checklists



Schedule

Date: June 2 – 4, 2010
Time: 1:00 pm to 5:00 pm EST
Duration: 3 half day sessions
Cost: $750.00
PDUs: 12
CDU’s towards CBAP recertification: 12

Register

Contact us to Register for the Requirements Gathering & Writing Virtual Class

Cost: $750.00

·         Live Instructor-Led Interactive sessions (4 hours per day over a 3 day period)

·         Training material presented via the web and live interactive instruction by phone or the web

·         Interactive exercises both in groups and individually

·         All participants receive printable .pdfs of materials

·         PDUs, CDUs and Certificates of successful completion are provided

Questions? Call or Email at 203- 322-1606 jmatthews@piersonrequirementsgroup.com

Click here to view the agenda

 

Instructor: Joy Matthews, Pierson Requirements Group, Inc.

Joy is the co-founder of Pierson Requirements Group which specializes in business systems requirements analysis and design best practices. Joy provides corporate training and consulting services to companies around the world and has assisted to implement requirements management best practices at hundreds of organizations in requirements gathering, requirements and system design methodologies.  Joy has over 20 years experience in Applications Development, Business Analysis, Requirements Management and Software Testing.

List of interview questions to define the user requirements for the new EDW

 

What data will go in the warehouse?

How will they use that data?

 

What Type of Data is needed?:

What information is important to access?

 

Sources of Data: What data is needed from excel format, etc.

 

What type of reporting is needed? 

 

What is the method of accessibility?

 

Technical Questions:

What questions/problems you would like to be answered by mining in EDW?

 

How many years of information would you like to store?

 

How often the data should be refreshed in the EDW?  How often to load data, weekly, monthly?

 

What kind of reports you would like to see?  What kind of information is needed? i.e.  HR data- turnover from start date to end date.

 

What format you would like to see your reports? Pie chart, bar chart, etc.

 

Use Case Template

Use Case #

#1

Author:

Author’s name

Iteration:

Filled (outlining the high level business requirements and identifying the alternate and exception scenarios)

Finished- completed in the Functional Specification to identify the detailed system requirements for the use case and how the  user interaction with the system should work

Name:

Use case name Verb noun

Category:

Category name – optional; use this field only if you’ve divided your use cases into functional groups (or categories).

Actor(s):

 End users performing this activity and/or systems that interface with this activity.

Description:

This use case describes…provide a brief summary of the use case.

Pre-Conditions

List any pre-conditions here in a bullet list.  What are the state of things prior to executing this use case?  What conditions must be true before this use case begins?  A pre-condition is a constraint that must be true before this use case can operate.  Often, other use cases are stated as pre-conditions.

E.g. database initialized, record already found, security established

Assumptions

Items that are outside the control of development (including the out of scope) AND must be in place before the use case can run.

Business Trigger

What is the business event that causes this use case to occur?

Flow of Events (Basic Path)

Step

Action 

This is the primary flow.  Supply the detailed flow descriptions here in a numbered style text.  You should have 3 -9 steps.  Document how the use case starts and ends.  Indicate what the customer wants the system to do.  Use the active voice.  The actor and the system perform the actions.  Use present tense.  Name the actor based upon the role that the actor represents in the problem domain.  The flow should contain the step #, Actor Action, System Action, Screen (if available) and Event.  The events are documented to better understand the major functions/processes the Actors are performing on the system. This information will later be used to create the event list template.

1

The use case begins when…

2

 

3

 

4

The use case ends when…

Post Conditions

List any post conditions here in a bullet list.  What are the state of things after you execute this use case?  What is the next step?  Indicate the successful post-conditions and the failed post-conditions.  E.g. Client added to the database, Resource ‘X’ assigned to project ‘Y’.

Alternate Scenarios

Step

Branching Action

1

Alternate flows are generally considered to be choices that are intentionally made by an actor.  Each alternate flow is labeled with an identifier in the form  A#1.  Each alternative flow is also named with a one-sentence description.  Each alternative flow has a set of steps numbered in sequential order.  It then statements are alternate scenarios.

Note:  the step number here refers to step in the basic path where the alternate scenario branches off of the basic path.

2

 

3

 

Exception

Scenarios

Exception flows are generally considered to be choices that are not intentionally made by the actor and normally result from significant error conditions.  What are the what ifs?  The errors that can happen.  Each exceptional flow is labeled with an identifier in the form E#1.  Each exceptional flow is also named with a one-sentence description.

Business Rules Validated

List any business rules associated with this use case, e.g. guests cannot order a quantity greater than 3 of any one item; to calculate tax in the state of Massachusetts, multiply the total by .05.

Special Requirements

In many situations you will uncover requirements that do not fall within the scope of the use case description, list those here, e.g. volumes, usability issues, time constraints, security issues.

Issues

List any questions and issues to be addressed by the end of the discovery stage.

Design Comments

This section is optional.  State any design comments and/or suggestions and clearly identify them as either comments/suggestions or as customer-stated, design constraints.  This can include suggestions or constraints on the GUI as well as other parts of the system.  These will be used as considerations by the design team when designing the classes that will implement the use case.  Also can use this section to document system rules.