IIBA Membership. Member Benefits include:

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1 IIBA Membership Member Benefits include: Webinars exclusive access to talk to authors and experts in the profession Books 24x7 $700 value, annually Quick Tips for Better Business Analysis BA Connection Newsletter Free downloads of BABOK Guide IIBA Competency Model Discounted fees for the CBAP and CCBA Exams ( C ) I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s 1

2 Approving Requirements January 19, 2012

3 Changing Change. Develop the Professional. Develop the International Institute of Business Analysis 3

4 Vision and Mission The world's leading association for Business Analysis professionals Develop and maintain standards for the practice of business analysis and for the certification of its practitioners IIBA is an international not-for-profit professional association for business analysts. 4 I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s

5 Tom Karasmanis IIBA Product Manager Tom Karasmanis is a Senior Consultant with 25 years' experience in Information Technology, including roles as a Business Architect, Business/Systems Analyst, Project Leader, Technical Architect, and Software Engineer. He has worked in publishing, healthcare, public sector, banking, financial services, insurance, supply chain, telecommunications, and retail. Tom served as Chief Architect of the IIBA from 2009 to He is currently IIBA Product Manager of Being a BA: Technical Excellence and Vendor Showcase. Tom is a management consultant in business architecture and business analysis, assisting organizations to build or improve their BA practices. He speaks regularly at international conferences. Tom holds a Bachelor of Applied Science in Chemical Engineering from the University of Toronto and is active in the business analysis and business architecture communities. ( C ) I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s 5

6 Outline Introductions and Housekeeping 12:00 Vendor Presentations 12:05 Blueprint 12:05 Polarion 12:20 Top Team Analyst 12:35 Questions and Answers 12:50 Close 12:59 Extended Q&A 1:00 I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s 6

7 Question and Answer How to Ask Questions Use the Question box to ask questions. Selected questions will be answered at the end, but you can ask at any time. Include the vendor s name if you want a specific vendor to respond. Short, specific questions, please! Tony Higgins David Merrill IIBA Host Tom Karasmanis Ashu Potnis 7 I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s

8 Approving Requirements Approving requirements Part of task 4.1 Manage Solution Scope and Requirements Purpose Obtain and maintain consensus among key stakeholders regarding the overall solution scope and the requirements that will be implemented. 8 ( C ) I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s

9 Approving Requirements Description This task involves securing approval of requirements from those stakeholders who have the appropriate authority. Approval of requirements may be sought at the end of a project phase or at a number of intermediate points in the business analysis process. ( C ) I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s 9

10 Approving Requirements Description Approved requirements may be baselined Subsequent changes (if permitted) require change control process with approval Solution scope is required as a basis for requirements management and used to determine whether a proposed requirement supports the business goals and objectives. 10 ( C ) I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s

11 Elements Approving Requirements Solution Scope Management Conflict and Issue Management Presenting Requirements for Review Obtaining Approval With understanding 11 ( C ) I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s

12 Thoughts Approving Requirements Impact of new requirements Traceability Reuse 12 ( C ) I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s

13 IIBA Vendor Showcase Requirements Approval Blueprint Software Systems January 20, 2012

14 Blueprint improves the economics of developing IT enabled business applications. Our collaborative requirements solution improves the processes of Authoring rich requirements, Validating requirements, Managing requirements, and Integrating them with all other disciplines in the lifecycle. Founded % focused on Requirements Mature solution - 7 major releases Blueprint Facts: 150+ large deployments Large development staff 45+ Dedicated & focused support organization

15 Sneak Preview

16 Extensive, effective collaboration leads to meaningful approvals Collaborate Approve

17 Fast and Easy Review Blueprint Perfect for distributed reviewers No Installation No exchanging files Easy to invite others Secure

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19 < full shot of experience >

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21 Support For Different Types of Reviews Ad-hoc Review of Individually selected items Informal Review of Grouped items Formal Review / Approve of baselined items

22 Easy to setup and manage

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26 Easily Organize Reviews

27 Self service input/review Invite to Review Participate in Review Artifact Share Notifications Artifact Comments/Discussion Comment Agree/Disagree Mention Follow Activity Feed Edits, comments, approvals, review states

28 Extensive, effective collaboration leads to meaningful approvals Collaborate Approve

29 More Information Expected Launch: March 2012 Check website throughout January & February for Additional Information

30 APPROVING REQUIREMENTS WITH POLARION David Merrill Systems Engineer Polarion Software, Inc.

31 Approving Requirements with Polarion Who is Polarion? Approvals and BABOK Different Approval Types A Day in the Life of an Approver

32 Polarion: Driven by its Customers

33 Approvals essential to Polarion Customers Does the Project Framework meet our standards? Will the product work? Do we commit resources to begin? Approvals Who is responsible for decisions?

34 BABOK: Requirements Management and Communication Communication and Collaboration Accessible Information of Requirements and Scope Appropriate Views for Engineers, Reviewers, and Approvers a stakeholder cannot consent to requirements if they are not aware of them (paragraph 4.1.3) The Business Analyst as the Information Owner Control Information Elements Requirements Plan and Solution Scope Stakeholder Roles and Responsibilities Conflict and Issue Management Techniques for Requirements Approval Scope: Document vs. Artifact Approval Establishing Approval Baselines and Signoff Enforce Approvals through secure Workflows All the Other Approvals During the Work: Peer review and stage/gate Approval QA Approval and Product Acceptance General Approval to Release Sources: BABOK, Version 2, Section 4.1

35 Foundation for Approvals Why some Projects Fail: Inadequate Requirements Principal cause: lack of due diligence at the requirements phase Causes 60-80% of failure according to research groups Inability to Track and All Artifacts and Process Requirements Management is not enough Traceability between ALL project data is paramount Approvals are the gates and checkpoints for Success evidence in poor tool set selection in that end users found it difficult to sign-off design work - in that they could not relate process and data model output with their reality and practical knowledge of the business processes. Source: A Study in Project Failure, Drs. John McManus and Trevor Wood-Harper

36 Approval Multiplicity Initial Customer Approval From BABOK, Section 4.1: Preliminary Approval Peer Review/Approval Executive Acceptance Workflow Process Approval Manager Approval

37 This image cannot currently be displayed. Polarion is the Solution Application Lifecycle Management is our passion. Polarion Requirements Polarion ALM Polarion Requirements is subset of Polarion ALM

38 Polarion: Dealing with Different Approval Types Document Approval Approve and sanction Revisions of Documents All types of Requirements and Design Specifications a stakeholder cannot consent to requirements if they are not aware of them (paragraph 4.1.3) The Business Analyst as the Information Owner Requirement and Artifact Approval Agile Just in Time Approval Stakeholder Roles and Responsibilities Change Conflict and Issue Management Workflow Approval Each ALM Artifact has a Lifecycle Workflows enforces preconditions for Approval Workflows respond to Disapproved/Rejections Workflow engine relates all Artifact types Secure Signoff Satisfy Non-Repudiation standards and Example: FDA, CFR 21Part 11 Electronic Signature instead of Paper Signatures Transparent Approval Traceability

39 Polarion: Dealing with Different Approval Types Document Approval Approve and sanction Revisions of Documents All types of Requirements and Design Specifications a stakeholder cannot consent to requirements if they are not aware of them (paragraph 4.1.3) The Business Analyst as the Information Owner Requirement Artifact Approval Agile Just in Time Approval Stakeholder Roles and Responsibilities Change Conflict and Issue Management Workflow Approval Each ALM Artifact has a Lifecycle Workflows enforces preconditions for Approval Workflows respond to Disapproved/Rejections Workflow engine relates all Artifact types Secure Signoff Satisfy Non-Repudiation standards Example: FDA, CFR 21Part 11 Electronic Signature instead of Paper Signatures

40 Polarion Approvals Import Existing Documents Easily Microsoft Word, Excel, and Other Formats (Project, CSV, and more)

41 Polarion Approvals Import Existing Documents Easily Microsoft Word, Excel, and Other Formats (Project, CSV, and more) Collaborate with external Stakeholders/Approvers Approval Cycle: MS Word and Excel Round-Trip Stakeholders do not require access to Polarion for approval and changes

42 Polarion Approvals Import Existing Documents Easily Microsoft Word, Excel, and Other Formats (Project, CSV, Other) Collaborate with external Stakeholders/Approvers Approving cycle: MS Word and Excel Round-Trip Stakeholders do not require access to Polarion for approval and changes Assign any number of approving Stakeholders

43 Polarion Approvals Import Existing Documents Easily Microsoft Word, Excel, and Other Formats (Project, CSV, Other) Collaborate with external Stakeholders MS Word and Excel Round-Trip Stakeholders do not require access to Polarion for approval and changes Assign any number of approving Stakeholders Approve with Secure, Electronic Signature

44 Polarion Approvals Import Existing Documents Easily Microsoft Word, Excel, and Other Formats (Project, CSV, Other) Collaborate with external Stakeholders MS Word and Excel Round-Trip Stakeholders do not require access to Polarion for approval and changes Assign any number of approving Stakeholders Approve with Secure, Electronic Signature Monitor and React to Approved and Disapproved View all Current Approval status Approval History is Traceable

45 Polarion Approvals Import Existing Documents Easily Microsoft Word, Excel, and Other Formats (Project, CSV, Other) Collaborate with external Stakeholders MS Word and Excel Round-Trip Stakeholders do not require access to Polarion for approval and changes Assign any number of approving Stakeholders Approve with Secure, Electronic Signature Monitor and React to Approved and Disapproved Workflow Approvals Just in Time Agile Methods Formal Stages and Gate Approvals

46 Polarion Approvals Import Existing Documents Easily Microsoft Word, Excel, and Other Formats (Project, CSV, Other) Collaborate with external Stakeholders MS Word and Excel Round-Trip Stakeholders do not require access to Polarion for approval and changes Assign any number of approving Stakeholders Approve with Secure, Electronic Signature Monitor and React to Approved and Disapproved Workflow Approvals Just in Time Agile Methods Formal Stages and Gate Approvals Document Approvals

47 Polarion Approvals Import Existing Documents Easily Microsoft Word, Excel, and Other Formats (Project, CSV, Other) Collaborate with external Stakeholders MS Word and Excel Round-Trip Stakeholders do not require access to Polarion for approval and changes Assign any number of approving Stakeholders Approve with Secure, Electronic Signature Monitor and React to Approved and Disapproved Workflow Approvals Just in Time Agile Methods Formal Stages and Gate Approvals Document Approvals Create and Reuse Project Frameworks and Templates Maintain Full Traceability and Auditability

48 Architecture for Approvals

49 Polarion: Approving Development

50 Next Actions: Download Whitepaper at: Agile, Requirements Management and Regulatory Compliance: A Practical Live Approach Polarion Requirements Fact Sheet Benefits of a Unified Platform Visit Download a 30-day Free Trial Test Drive Polarion Online THANK YOU! David Merrill Systems Engineer Polarion Software, Inc. david.merrill@polarion.com

51 Reviews & Approvals 4.1 in IIBA BABOK

52 Approval Techniques SRS Document Approvals TopTeam can automatically generate documents Online Approvals TopTeam can secure approvals via Web browsers (digital signatures if needed)

53 End Users System Architects & Developers Product & Project Managers Reviews & Approvals Peer Business Analysts Project Sponsors Subject Matter Experts

54 Common Understanding

55 Long! Incomprehensible!

56 Effective techniques help users visualize and understand Requirements prior to Approvals

57 Scenarios based Requirements

58 Help stakeholders visualize Requirements Completed Flow-of-Events

59 Screen Mockups

60 Solution Walkthroughs

61 Users can simulate application prototypes in their Web Browser

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63 Such techniques lend themselves better to online interactive approvals

64 Define Lifecycle of Requirements

65 Build & Send Packages for Reviews

66 FYI System Architects & Developers Business Analyst Informal Review Peer Business Analysts Product & Project Managers Formal Approval End Users Project Sponsors Subject Matter Experts

67 Users view pending approvals in their Web Browsers

68 Users Reviews using their Web Browsers

69 Users can add review comments Sketch Mode

70 Users can add review comments Hi Fidelity Mode

71 Users can simulate applications in their Web Browsers and give high quality feedback

72 Users Approve artifacts with digital signatures

73 Raise Issues & Change Requests

74 Issues List Get the big picture

75 Approval Status Tracking

76 Baseline Establish Baselines Use Case Rent Video Version 1.03 User Story Stream Video Version 1.03 Requirement B Version 1.04 Screen Mockup Member Registration Version 1.01 Baselines for the Project << current state >> Version 1.02 Version 1.02 Version 1.03 Version 1.00 Requirements Review and Approval II Version 1.01 Version 1.01 Version 1.02 Requirements Review and Approval I Version 1.00 Version 1.00 Version 1.01 Requirements Gathering Iteration I Version 1.00

77 Identify Changes (Diff)

78 Use Cases Business Rules Requirements Trace Links Business Process Diagrams Screen Mockups Open Source

79 Collaborate across cubicles or across continents San Francisco New York London Sydney Windows Desktop Client Web Access and Collaboration Offline Client

80 Requirements User Stories Use Case Scenarios Entity-Attributes Business Process Modeling End-to-End Traceability Test Cases and more

81 integrations Quality Center Team System (TFS) Microsoft Excel Microsoft Word TopTeam Open API

82 Requirements Definition Requirements Management End-to-End Traceability Versioning and Baselining for all artifacts Branching and artifact Sharing Change & Release Management Issue, Defect, Task Tracking Test Case Management

83 Learn more or try it yourself TopTeamAnalyst.com "I am enjoying using TopTeam. It allows me more creative time, instead of document formatting time, so my analysis is better and more detailed." Carl Knowlan Senior Analyst & Product Manager Houston, Texas

84 Question and Answer How to Ask Questions Use the Question box to ask questions. Selected questions will be answered at the end, but you can ask at any time. Include the vendor s name if you want a specific vendor to respond. Short, specific questions, please! Tony Higgins David Merrill IIBA Host Tom Karasmanis Ashu Potnis 84 I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s

85 Question and Answer How to Ask Questions Use the Question box to ask questions. Selected questions will be answered at the end, but you can ask at any time. Include the vendor s name if you want a specific vendor to respond. Short, specific questions, please! Tony Higgins David Merrill IIBA Host Tom Karasmanis Ashu Potnis 85 I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s

86 Contact Information Register for more webinars on the Professional Development page of our website under Webinars. IIBA.org/PD community.iiba.org Tony Higgins BluePrint Ashu Pontis TopTeam Analyst David Merril Polarion International Institute of Business Analysis 86

87 Changing Change. Develop the Professional. Develop the International Institute of Business Analysis 87