Business Analysis Fundamentals: In-House Training This course is part of IIL's Business Analysis Certificate Program (BACP), a program designed to help prepare individuals to pass the IIBA® Certification exam to become a Certified Business Analysis Professional (CBAP™). This course teaches participants the overall process of business analysis and where it fits in the bigger picture of the project life cycle and the business context. The course is interactive and combines discussion, active workshops, and demonstrations of techniques. The goal is bottom-line results that cut through the real-world problems facing people seeking to improve the way they operate to develop new and improved systems and products or otherwise deliver results through project performance. What you will Learn At the end of this program, you will be able to: Define the solution scope Work with the development team in the systems testing stage Ensure the solution is usable in the business environment Foundation Concepts Defining the business analyst (BA) function The role of the BA as change agent An introduction to the BABOK® Guide BA roles and relationships through the project life cycle (PLC) Business Analysis Planning and Monitoring Overview of business analysis planning and monitoring (BAP&M) Business analysis planning and monitoring - process and tools Business analysis planning and monitoring - roles and responsibilities Business analysis planning and monitoring - governance, information management, and performance improvement Elicitation and Collaboration Overview of elicitation and collaboration Elicitation and collaboration techniques Requirements Life Cycle Management Overview of requirements life cycle management Requirements life cycle management task details Strategy Analysis Overview of strategy analysis Analyze current state Define future state Assess risks Define change strategy Requirements Analysis and Design Definition Overview of requirements analysis and design definition (RA&DD) The anatomy of requirements RA&DD task descriptions RA&DD techniques Solution Evaluation Overview of solution evaluation Solution evaluation tasks Solution evaluation in development stages Underlying Competencies Overview of underlying competencies (UC) Underlying competencies
Assuring Quality Through Acceptance Testing: In-House Training It is also the business analyst's responsibility to confirm that the resulting solution developed by IT does, in fact, solve the defined problem. This is done first through testing, especially acceptance testing, and then through monitoring of the installed solution in the user community. It is the business analyst's job to define the business problem to be solved by IT. It is also the business analyst's responsibility to confirm that the resulting solution developed by IT does, in fact, solve the defined problem. This is done first through testing, especially acceptance testing, and then through monitoring of the installed solution in the user community. The business analyst is not only concerned with the testing itself, but also with the management and monitoring of the users doing the acceptance testing, and recording, analyzing, and evaluating the results. What you will Learn Upon completion, participants will be able to: Create a set of acceptance test cases Manage and monitor an acceptance test stage where users perform the testing Work with the development team in the systems testing stage Assess the solution once it is in the business environment Foundation Concepts The role of the business analyst An introduction to the BABOK® Guide BA roles and relationships through the project life cycle Introduction to assuring software quality through acceptance testing The Scope of IT Testing Overview of testing stages The testing process Testing documentation Pre-Acceptance Testing The BA's role in testing Early development testing stages (unit and integration) Late development testing stage (system) The Acceptance Test Stage - Part I (Planning, Design, and Development) Overview of user acceptance testing Acceptance test planning Designing user acceptance tests Developing individual user acceptance test cases Building effective user acceptance test scenarios The Acceptance Test Stage - Part II (Execution and Reporting) Operating guidelines Execution Reporting Post-Acceptance Testing Overview Project implementation Project transition (project closure) Production through retirement Testing Commercial Off-the-Shelf (COTS) Software Overview Selecting the software Implementing the software Summary What did we learn and how can we implement this in our work environments?
Recovering Troubled Projects: In-House Training Despite our best intentions, many of the projects that organizations undertake either don't achieve their intended business results or end in complete failure. Most seasoned project managers have had their share of experiences with difficult or troubled projects and unless they are careful, they will encounter more. This workshop does not focus on 'failed' projects but rather on those projects which without appropriate intervention would be headed for failure. Failed projects are those beyond help and which should be terminated. Here we focus on projects that are salvageable. It is an exercise-driven, no-nonsense, professional practice-focused workshop positioning the participant to immediately apply the tools and lessons learned in the classroom. The workshop employs the use of both illustrative and practical/working case studies. Illustrative case studies will examine insights from real-world troubled projects. Participants will be asked to bring descriptions of their own examples of troubled projects on which they're currently working or on which they have worked in the past. A number of these will be used as the basis for the practical/working case studies. The approach builds on and complements the disciplines addressed in Project Management Institute's PMBOK® Guide and also addresses issues that arise when managing projects in a complex environment. What You Will Learn You will learn to: Recognize the value of a structured project recovery process Explain the reasons most projects fail Analyze the causes of a project's troubles Construct a negotiation process to use with key stakeholders Apply an effective strategy to planning the recovery effort Manage, evaluate, and adjust the ongoing recovery effort Foundation Concepts Recognizing a troubled project Defining the project recovery process The Reasons Projects Fail Putting failure in perspective Reviewing management issues Analyzing planning issues Exploring complexity issues Assess the Project Stabilizing the project Determining preliminary Go / No-Go Conducting a detailed recovery assessment Negotiate the Recovery Reviewing the basics of negotiation Setting reasonable expectations Obtaining appropriate PM authority Securing key stakeholder support Plan the Recovery Planning for recoveries Rebuilding the project team Reshaping the project plan Managing parallel activities Planning for change management Implement and Adjust the Project Implementing project recoveries Facilitating change Enabling continuous learning Fostering the project team Sustaining stakeholder engagement
Project Risk Management: In-House Training Have you been surprised by unplanned events during your projects? Are you and your project team frequently fighting fires? Well, you are not alone. Uncertainty exists in any project environment. While it's impossible to predict project outcomes with 100% certainty, you can influence the outcome, avoid potential risks, and be ready to respond to challenges that arise. In this course, you'll gain the proper knowledge needed to identify, assess, plan for, and monitor risk in your projects. You'll learn how to set up and implement risk management processes, helping you to minimize uncertainty and achieve more consistent, predictable outcomes as a result. What You Will Learn You'll learn how to: Demonstrate to others how the risk management processes in A Guide to the Project Management Body of Knowledge (PMBOK® Guide) apply to your project's environment, especially for high-risk projects Adapt these processes for a particular high-risk project team's operating principles Explain the importance of using risk management best practices at single and enterprise project levels Lead an initiative to implement risk management best practices in your project environment Foundation Concepts Risk-related definitions The risk management process High-risk projects and project failures Classical failures in implementing risk management Plan Risk Management Project risk management and governance Risk management planning for high-risk projects High-risk variations on a risk management plan Identify Risk Adapting the risk identification process for high-risk projects Recognizing risks spontaneously Confirming and structuring risk events for treatment Wrapping up risk identification for high-risk projects Perform Qualitative Risk Analysis Adapting qualitative risk analysis for high-risk projects Accelerating risk analysis Clearing risk action Wrapping up qualitative risk analysis for the next level Perform Quantitative Risk Analysis Adapting quantitative risk analysis for high-risk projects Ensuring effective risk analyses with data quality assessments Building a foundation for quantitative risk analysis Using discrete quantitative tools Using continuous quantitative tools Wrapping up quantitative risk analysis for high-risk projects Plan Risk Responses Adapting risk response planning for high-risk projects Optimizing active risk response strategies Leveraging contingencies for high project performance Wrapping up risk response planning for high-risk projects Implement Risk Responses Implementing Risk Responses Process Executing Risk Response Plans Tools and Techniques Best Practices Continuous Risk Management Monitor Risks Adapting risk monitoring for high-risk projects Optimizing risk plan maintenance Weaving risk reassessment into the project's progress Maintaining a continuous 'vigil' in high-risk project environments
Global Project Management: In-House Training: In-House Training In this course, you will dig deeper-and differently-into project management processes, tools, and techniques, developing the ability to see them through the lens of global and cultural project impacts. In today's increasingly global environment, managing a project with customers and support organizations spread across multiple countries and continents is a major challenge. From identifying stakeholders and gathering requirements, to planning, controlling, and executing the project, the basic logistics of a global project present their own standard challenges. However, with additional cultural, language-based, and regional elements, global projects involve more complexities than teams often realize. There are unique communication needs, cultural awareness elements, varying customs and work expectations, and critical legal differences to consider. In this course, you will dig deeper-and differently-into project management processes, tools, and techniques, developing the ability to see them through the lens of global and cultural project impacts. This will leverage you to problem solve differently on global projects, prevent problems, and ensure success. The goal is for you to effectively navigate the challenges of leading projects with multi-regional footprints and globally diverse sets of stakeholders. What you Will Learn At the end of this program, you will be able to: Determine when a project meets the criteria of being a true global one Articulate global project needs based on the project grid and framework Identify and analyze global project stakeholders Recognize cultural differences and articulate how they impact project work Determine global project estimating, scheduling, and staffing challenges Assess global project risks and develop problem-solving responses Analyze complex cultural situations and align optimal project communication and negotiation tools and techniques Apply best practices for conducting virtual team work and mitigating virtual challenges Evaluate ways to control for global project scope, cost, and procurement Align customer management best practices with global customer needs Implement key global project closing activities Foundation Concepts What is a global project? What makes a global project different? A global project management framework Initiating the Global Project Launching a global project Respecting cultural differences Identifying and analyzing stakeholders Developing the communications plan Defining the ideal global project manager Crafting a global project charter Planning the Global Project Gathering requirements for a global project Defining the scope, region by region Estimating and scheduling for global projects Staffing the global project Developing the global risk management plan Executing the Global Project Managing global stakeholder expectations Embracing cultural diversity Honing global negotiation techniques Procuring goods and services on a global basis Managing global legal and regulatory issues at the micro and macro level Monitoring and Controlling the Global Project Status reporting Virtual communication Cost control Schedule control Scope control Customer satisfaction Closing the Global Project Contract closure at the macro and micro levels Administrative closure with global reach Lessons learned
Business Intelligence: In-House Training Business Intelligence (BI) refers to a set of technology-based techniques, applications, and practices used to aggregate, analyze, and present business data. BI practices provide historical and current views of vast amounts of data and generate predictions for business operations. The purpose of Business Intelligence is the support of better business decision making. This course provides an overview of the technology and application of BI and how it can be used to improve corporate performance. What you will Learn You will learn how to: Specify a data warehouse schema Identify the data and visualization to be used for data mining and Business Intelligence Design a Business Intelligence user interface Getting Started Introductions Agenda Expectations Foundation Concepts The challenge of decision making What is Business Intelligence? The Business Intelligence value proposition Business Intelligence taxonomy Business Intelligence management issues Sources of Business Intelligence Data warehousing Data and information Information architecture Defining the data warehouse and its relationships Facts and dimensions Modeling, meta-modeling, and schemas Alternate architectures Building the data warehouse Extracting Transforming Loading Setting up the data and relationships Dimensions and the Fact Table Implementing many-to-many relationships in data warehouse Data marts Online Analytical Processing (OLAP) What is OLAP? OLAP and OLTP OLAP functionality Multi-dimensions Thinking in more than two dimensions What are the possibilities? OLAP architecture Cubism Tools OLAP variations - MOLAP, ROLAP, HOLAP BI using SOA Applications of Business Intelligence Applying BI through OLAP Enterprise Resource Planning and CRM Business Intelligence and financial information Business Intelligence User Interfaces and Presentations Data access Push-pull data access Types of decision support systems Designing the front end Presentation formats Dashboards Types of dashboards Common dashboard features Briefing books and scorecards Querying and Reporting Reporting emphasis Retrofitting Talking back Key Performance Indicators Report Definition and Visualization Typical reporting environment Forms of visualization Unconstrained views Data mining What is in the mine? Applications for data mining Data mining architecture Cross Industry Standard Process for Data Mining (CISP-DM) Data mining techniques Validation The Business Intelligence User Experience The business analyst role Business analysis and data analysis Five-step approach Cultural impact Identifying questions Gathering information Understand the goals The strategic Business Intelligence cycle Focus of Business Intelligence Design for the user Iterate the access Iterative solution development process Review and validation questions Basic approaches Building ad-hoc queries Building on-demand self-service reports Closed loop Business Intelligence Coming attractions - future of Business Intelligence Best practices in Business Intelligence
Use Cases for Business Analysis: In-House Training The use case is a method for documenting the interactions between the user of a system and the system itself. Use cases have been in the software development lexicon for over twenty years, ever since it was introduced by Ivar Jacobson in the late 1980s. They were originally intended as aids to software design in object-oriented approaches. However, the method is now used throughout the Solution Development Life Cycle from elicitation through to specifying test cases, and is even applied to software development that is not object oriented. This course identifies how business analysts can apply use cases to the processes of defining the problem domain through elicitation, analyzing the problem, defining the solution, and confirming the validity and usability of the solution. What you will Learn You'll learn how to: Apply the use case method to define the problem domain and discover the conditions that need improvement in a business process Employ use cases in the analysis of requirements and information to create a solution to the business problem Translate use cases into requirements Getting Started Introductions Course structure Course goals and objectives Foundation Concepts Overview of use case modeling What is a use case model? The 'how and why' of use cases When to perform use case modeling Where use cases fit into the solution life cycle Use cases in the problem domain Use cases in the solution domain Use case strengths and weaknesses Use case variations Use case driven development Use case lexicon Use cases Actors and roles Associations Goals Boundaries Use cases though the life cycle Use cases in the life cycle Managing requirements with use cases The life cycle is use case driven Elicitation with Use Cases Overview of the basic mechanics and vocabulary of use cases Apply methods of use case elicitation to define the problem domain, or 'as is' process Use case diagrams Why diagram? Partitioning the domain Use case diagramming guidelines How to employ use case diagrams in elicitation Guidelines for use case elicitation sessions Eliciting the problem domain Use case descriptions Use case generic description template Alternative templates Elements Pre and post conditions Main Success Scenario The conversation Alternate paths Exception paths Writing good use case descriptions Eliciting the detailed workflow with use case descriptions Additional information about use cases Analyzing Requirements with Use Cases Use case analysis on existing requirements Confirming and validating requirements with use cases Confirming and validating information with use cases Defining the actors and use cases in a set of requirements Creating the scenarios Essential (requirements) use case Use case level of detail Use Case Analysis Techniques Generalization and Specialization When to use generalization or specialization Generalization and specialization of actors Generalization and specialization of use cases Examples Associating generalizations Subtleties and guidelines Use Case Extensions The <> association The <> association Applying the extensions Incorporating extension points into use case descriptions Why use these extensions? Extensions or separate use cases Guidelines for extensions Applying use case extensions Patterns and anomalies o Redundant actors Linking hierarchies Granularity issues Non-user interface use cases Quality considerations Use case modeling errors to avoid Evaluating use case descriptions Use case quality checklist Relationship between Use Cases and Business Requirements Creating a Requirements Specification from Use Cases Flowing the conversation into requirements Mapping to functional specifications Adding non-functional requirements Relating use cases to other artifacts Wire diagrams and user interface specifications Tying use cases to test cases and scenarios Project plans and project schedules Relationship between Use Cases and Functional Specifications System use cases Reviewing business use cases Balancing use cases Use case realizations Expanding and explaining complexity Activity diagrams State Machine diagrams Sequence diagrams Activity Diagrams Applying what we know Extension points Use case chaining Identifying decision points Use Case Good Practices The documentation trail for use cases Use case re-use Use case checklist Summary What did we learn, and how can we implement this in our work environment?
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Leading Cross-Cultural Virtual Teams: In-House Training High-performing teams are a must in this world of intense competition and higher expectations. Global virtual teaming has become a necessity as organizations become increasingly distributed and suppliers and clients actively engage in joint projects. Teams work across geographical and organizational boundaries to deliver solutions and services to global users where distance and differences, both geographic and cultural, amplify the effect of issues and factors that are relatively straightforward when managing a team of people in the same location. This course delivers practical concepts and techniques that participants will start using immediately on their global projects. What you will Learn At the end of this program, you will be able to: Define relationships among foundational concepts (leadership and three dimensions of diversity) and explain their potential impacts on project performance Describe key components of successful project leadership and build selected Transformational Leadership skills Prepare to convert project challenges stemming from personal or cultural diversity into potential competitive advantage Implement selected best practices to meet key challenges facing virtual project teams Foster and grow an environment that supports continued success for CCVTs Foundation Concepts Basic definitions Critical success factors for leading cross-cultural virtual teams (CCVTs) A roadmap to success for leading CCVTs Leadership Excellence in Any Project Environment Leading effectively in a global environment Transformational leadership The four components of Transformational Leadership Leveraging Personal Diversity Overview of personal diversity Mind styles The theory of multiple intelligences Connecting Transformational Leadership and personal diversity Embracing Cultural Diversity Introduction to cultural intelligence The impact of culture Cultural Dimensions Theory The Culture Map Managing Virtual Diversity Overview of virtual diversity Virtual time management Virtual processes and technology Virtual leadership Creating an Environment for Success Supporting a cross-cultural virtual-team (CCVT-) friendly environment Building a foundation of trust Developing a team charter Recap and review Summary and Next Steps Personal action plan
Virtual Agile Teams: In-House Training Agile teams are a must in this world of intense competition, marketing demands, and changing expectations. Global virtual teaming has become a necessity as organizations become increasingly distributed, with suppliers and clients actively engaged in joint projects. Agile Teams now work across geographical, organizational, and cultural boundaries to deliver solutions and services to global users. Distance and differences may amplify the effect of issues and factors that are relatively straightforward for co-located Agile teams. This workshop delivers practical concepts and techniques that participants will start using immediately with their virtual Agile teams. The goal of the course is to enable you to successfully execute your preferred Agile or Scrum methods in a virtual project team environment. What you will Learn At the end of this program, you will be able to: Explain the characteristics of a virtual team and how they differ from a co-located team Build an effective virtual Agile team using a Team Charter approach Develop Release Plans, including prioritizing user stories, with a virtual Agile Team Construct a Sprint plan, including effective user story estimates, virtually Execute a Sprint, including essential Agile or Scrum ceremonies, virtually Conduct effective virtual meetings in an environment supportive of Agile and Scrum methods Foundation Concepts Agile Mindset and Values Agile Benefits and Methods Scrum Overview Co-located vs. Virtual Teams Forming Virtual Agile Teams Exploring Virtual Leadership Focusing on Virtual Agile Leaders Developing a Virtual Agile Team Charter Meeting Team Challenges in a Virtual Environment Planning Releases with a Virtual Agile Team Planning releases overview Estimating user stories Prioritizing user stories Setting release parameters Getting consensus on the release plan Planning a Sprint for a Virtual Project Sprint Planning Overview Confirming Sprint Scope with Virtual Agile Teams Developing a Sprint Delivery Plan for Virtual Agile Teams Running a Sprint in a Virtual Environment Self-organizing a Sprint for a Virtual Agile Team Using Scrum tools in a Virtual Environment Conducting End of Sprint Meetings in a Virtual Environment Iterating as a Virtual Agile Team Creating an Environment for Success Piloting a virtual Agile team Creating an Agile-friendly virtual environment