The Salesforce Business Analyst Handbook Proven Business Analysis Techniques and Processes for a Superior User Experience and Adoption
Become a proficient Salesforce business analyst with the help of expert recommendations, techniques, best practices, and practical advice Purchase of the print or Kindle book includes a free eBook in the PDF format. Key Features Learn the intricacies and nuances of every stage of a project's im...
| Autor principal: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Birmingham :
Packt Publishing, Limited
2022.
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| Edición: | 1st ed |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009703316406719 |
Tabla de Contenidos:
- Intro
- Title Page
- Copyright and Credits
- Contributors
- About the reviewers
- Table of Contents
- Preface
- Part 1: Planning and Analysis - BRD/Prioritized Product Backlog
- Chapter 1: Identifying Requirements
- The role of business analysis in identifying requirement sources
- Types of requirements
- Securing support from the project sponsor
- Common sources where you can identify business requirements
- Document analysis
- Identify key stakeholders
- Navigate the organization
- Current system usage
- Identify the key end user
- Needs decomposition
- Get a system walkthrough
- Active participation
- Existing systems
- Note-taking
- Assumptions
- Meeting minutes
- Real-life scenarios with examples
- Scenario 1
- Scenario 2
- Scenario 3
- Practical tips for success
- Summary
- Questions
- Further reading
- Chapter 2: Elicitation and Document Requirements
- Elicitation planning
- Elicitation tasks
- Requirement elicitation techniques
- Observation
- Brainstorming
- Surveys
- Interviews / focus groups
- Conference room pilots / requirements workshops
- Prototyping
- Process models
- User stories
- Requirement documentation
- The art of elicitation
- Practical tips for success
- Summary
- Questions
- Further reading
- Chapter 3: Prioritizing Requirements
- The importance of requirement prioritization
- Reviewing prioritization techniques
- MoSCoW analysis
- Story mapping
- Dependency map between requirements
- Managing prioritization meetings
- Practical tips for success
- Simple CRM requirement prioritization and roadmap scenario
- Summary
- Questions
- Further reading
- Chapter 4: Process Flows - "As-Is" versus "To-Be"
- Reviewing the process flow
- Process flow types
- Understanding and capturing the current state "as-is"
- Current state swim lane process flow diagram.
- Proven techniques to capture the current state
- Identifying gaps and improvement/automation opportunities
- Developing the future state - "to-be"
- Future state swim lane process flow diagram
- Benefits of creating process flows
- Summary
- Questions
- Further reading
- Chapter 5: Business Requirements Document
- Reviewing the need for business requirements documentation
- Understanding user requirements and use cases
- Exploring functional and non-functional requirements
- Functional requirements
- Non-functional requirements
- Learning what level of detail is sufficient
- Requirements matrix (prioritized product backlog)
- Explaining a typical business requirement document and its key attributes
- Practical tips for success
- Summary
- Questions
- Further reading
- Part 2: Design, Development, and Testing - Iterative Cycles with Prototypes and Conference Room Pilots
- Chapter 6: Solution Design and Functional Document
- Understanding solution design
- Identifying functional requirements
- Identifying non-functional requirements
- Reviewing data conversion requirements
- Understanding the functional requirements matrix
- Developing the function document
- Practical tips for success
- Summary
- Questions
- Further reading
- Chapter 7: Demonstrate Functionality Using Prototypes
- The need for prototyping and its categories
- Categories of prototype
- When to do prototyping
- Prototype stages
- What and how do you prototype?
- Tools to document prototyping
- The benefits of prototyping
- Practical tips for success
- Summary
- Questions
- Further reading
- Chapter 8: Exploring Conference Room Pilots
- Understanding what CRPs are
- Exploring the timing and participants of CRPs
- Scope CRP
- Design CRP
- Build CRP
- Test CRP
- Facilitating CRPs
- Managing scope creep during CRPs.
- Reviewing the benefits of CRPs
- Practical tips for success
- Summary
- Questions
- Further reading
- Chapter 9: Technical and Quality Testing
- Planning testing activities
- Testing strategy
- Testing levels
- Testing methods
- Testing schedule
- Testing approach
- Testing phases
- Types of testing
- Sample test script/case fields
- Benefits of testing
- Practical tips for success
- Summary
- Questions
- Further reading
- Chapter 10: Requirements Traceability Matrix
- Understanding the importance of an RTM
- Learning what to capture in an RTM
- Exploring types of traceability
- Reviewing an RTM template sample
- Benefits of an RTM
- Practical tips for success
- Summary
- Questions
- Further reading
- Part 3: End User Testing, Communication, Training, and Support
- Chapter 11: User Acceptance Testing
- Identifying the right set of UAT users
- Learning how to help UAT users test effectively
- Getting feedback on usability
- Exploring the need for UAT
- Reviewing the benefits of UAT
- Practical tips for success
- Summary
- Questions
- Further reading
- Chapter 12: Communication and Knowledge Management
- End user communication
- Different knowledge management types
- Explicit knowledge
- Tacit knowledge
- Knowledge artifacts accessibility
- Benefits of communication and knowledge management
- Practical tips for success
- Summary
- Questions
- Chapter 13: End User Training
- Planning for training
- Preparing for training
- Setting up the training environment
- Reviewing types of training materials
- Understanding the importance of in-person or live training
- Facilitating a training session
- Benefits of end user training
- Practical tips for success
- Summary
- Questions
- Chapter 14: Post Go-Live Support / User Forums
- Super care
- Production support
- User forums.
- Topics to cover during the user forum
- Delivery cadence
- Benefits of production support
- Practical tips for success
- Summary
- Questions
- Assessments
- Chapter 1 - Identifying Requirements
- Chapter 2 - Elicitation and Document Requirements
- Chapter 3 - Prioritizing Requirements
- Chapter 4 - Process Flows - "As-Is" versus "To-Be"
- Chapter 5 - Business Requirements Document
- Chapter 6 - Solution Design and Functional Document
- Chapter 7 - Demonstrate Functionality Using Prototypes
- Chapter 8 - Exploring Conference Room Pilots
- Chapter 9 - Technical and Quality Testing
- Chapter 10 - Requirements Traceability Matrix
- Chapter 11 - User Acceptance Testing
- Chapter 12 - Communication and Knowledge Management
- Chapter 13 - End User Training
- Chapter 14 - Post Go-Live Support / User Forums
- Index
- Other Books You May Enjoy.
