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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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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

Securing support from the project sponsor

Securing support from a project sponsor is another important factor for any project to succeed. The business analysis process and the Business Analyst play a vital role in securing confidence and trust with the project sponsors. Business analysis involves defining the requirements, designing the solution, communicating, validating the solution, and training activities so that they are well positioned to access and identify project impacts. They can act as the eyes and ears of the project sponsor. The project sponsor often depends on project managers and Business Analysts for all key decision-making. Just like gaining confidence and trust from subject matter experts (SMEs), project team members, and super users, we have to gain the project sponsor’s confidence and trust too. One of the most important activities is to keep the sponsor in the loop at all times.

As a Business Analyst, you can gain project sponsors’ trust and confidence by assisting them with information and the decision-making process. This is possible through good planning and communication. Let’s outline what you should be doing to help the sponsor:

  • Present information accurately and concisely at the appropriate level.
  • Issues are bound to arise, so be prepared with the information and facts to facilitate smooth decision-making.
  • At each stage of the project, provide a summary of the business analysis work while highlighting achievements and any risks.
  • As a key resource, be prepared and provide recommendations with pros and cons.
  • Be truthful, transparent, and courageous to deliver unpleasant information. Be able to say “No.”

Gaining confidence and trust will help Business Analysts navigate business analysis work smoothly, efficiently, and productively. This will help the project team and you, as a Business Analyst, in areas such as the following:

  • Resources availability for SMEs and other project resources
  • Timely decision making
  • Provide direction – define the scope, prioritize requirements, and so on
  • Influence escalations, resolve conflicts, and motivate
You have been reading a chapter from
The Salesforce Business Analyst Handbook
Published in: Nov 2022
Publisher: Packt
ISBN-13: 9781801813426
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