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The Salesforce Business Analyst Handbook

You're reading from   The Salesforce Business Analyst Handbook Proven business analysis techniques and processes for a superior user experience and adoption

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Product type Paperback
Published in Nov 2022
Publisher Packt
ISBN-13 9781801813426
Length 232 pages
Edition 1st Edition
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Author (1):
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Srini Munagavalasa Srini Munagavalasa
Author Profile Icon Srini Munagavalasa
Srini Munagavalasa
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Toc

Table of Contents (21) Chapters Close

Preface 1. Part 1: Planning and Analysis – BRD/Prioritized Product Backlog
2. Chapter 1: Identifying Requirements FREE CHAPTER 3. Chapter 2: Elicitation and Document Requirements 4. Chapter 3: Prioritizing Requirements 5. Chapter 4: Process Flows – “As-Is” versus “To-Be” 6. Chapter 5: Business Requirements Document 7. Part 2: Design, Development, and Testing – Iterative Cycles with Prototypes and Conference Room Pilots
8. Chapter 6: Solution Design and Functional Document 9. Chapter 7: Demonstrate Functionality Using Prototypes 10. Chapter 8: Exploring Conference Room Pilots 11. Chapter 9: Technical and Quality Testing 12. Chapter 10: Requirements Traceability Matrix 13. Part 3: End User Testing, Communication, Training, and Support
14. Chapter 11: User Acceptance Testing 15. Chapter 12: Communication and Knowledge Management 16. Chapter 13: End User Training 17. Chapter 14: Post Go-Live Support / User Forums 18. Assessments 19. Index 20. Other Books You May Enjoy

Practical tips for success

Let us take a look at a few pointers that might help you with your prioritization activities. They are very useful and important and can potentially save you a lot of pain and time:

  • Manage expectations by progressive prioritization and by being transparent.
  • Set expectations with stakeholders that not all requirements may be implemented.
  • Ask the right question:
    • What problem are we trying to solve?
    • What happens if we implement it?
    • What happens if we do not implement it?
  • Involve the right stakeholder who is relevant to a specific session. For example, if you are discussing the account management process, there is no value in inviting all quote/contract management stakeholders.
  • Not all stakeholders are the same. Some have a bigger say on what to prioritize because of their rank, knowledge, role, and so on.
  • Whenever you reprioritize, make sure you are not breaking something else. You need to re-run whatever technique you used before, plus...
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