Mar 15, 2026
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This article is a practical case study from my work modernizing financial document collection and I-20 issuance for undergraduate international students at a public university. I’m focusing on the business analysis decisions behind the change: how we uncovered hidden dependencies, clarified ow...
This article is a practical case study from my work modernizing financial document collection and I-20 issuance for undergraduate international students at a public university. I&r...
This article examines how the job of planning the roadmap and choosing which features should be prioritized is being changed by AI agents, according to this story. Instead of going...
This article introduces a new model for risk management that is led by business analysts (BAs). This model builds upon traditional frameworks by incorporating user-center...

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Learning about mental models and how to apply them to their work is one of the best investments for business analysts interested in achieving the level of deep thinking that leads to better outcomes for their projects and organizations.  There is incredible power in using inversion at the outset of a project to imagine ourselves in a future where the solution has not only been delivered, but is in the hands of end-users to get their job done. Rather than simply going through the typical project phases in forward motion, we can then look backward and gain additional perspective into what might go wrong so that preventive steps can be taken to avoid those bad outcomes.

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Several years ago I was looking for examples using the generalization / specialization technique with use cases. They are not easier to find. And they are typically limited to a use case diagram like the two below. This article provides examples of both the diagrams and the scenarios for a future gas station business.

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Have you heard of agile business analyst? Does this even make sense? Agile is to move quickly. How can a business analyst move quickly when (s)he is loaded with effort of understanding the scope, collecting, analyzing, and defining requirements, convincing and negotiating with stakeholders, make a technical team understand the requirements and ensure delivery as committed?
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In Part 1 of this series John Seddon argued that Agile, as practiced, is bereft of knowledge, hence its ubiquitous failure. Here he argues that ‘get knowledge’ is the starting-place for effective change.

Part 2: Knowledge: the prerequisite for profound change

It may seem heretical to suggest that we make change without knowledge, but, as Deming pointed out, experience is not equivalent to knowledge; you can spend 20 years in an organisation without knowing how to change it for the better. Leaders, clients and stakeholders describe requirements or problems to solve on the basis of their current world view, governed by information from their current control systems, but what if their world view is flawed? What if there are bigger and different problems to solve?

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Five S can be applied in any work environment and prepares a work area for a follow-on Lean process improvement effort. In this case, 5S prepares my garage for Lean process improvement in doing home activities like automobile maintenance, appliance repair, and hobbies like gardening and woodworking. But, remember the preparation benefit is only realized if 5S is sustained. As I said I am the worst (ugly) in keeping the “new world order” in my garage.

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Templates & Aides

Templates & AidesTemplates & Aides: find and share business analysis templates as well as other useful aides (cheat sheets, posters, reference guides) in our Templates & Aides repository.  Here are some examples:
* Requirements Template
* Use Case Template
* BPMN Cheat Sheet

Community Blog - Latest Posts

In a competitive and rapidly evolving financial landscape, understanding member needs is vital to maintaining strong relationships and delivering meaningful value. Yet for many institutions, especially those with legacy processes, collecting structured member feedback can be surprisingly underdeveloped. This was the case at the Federal Home Loan Ba...
One of the most underrated skills for a business or system analyst in integration projects is knowing when to recommend a message queue — tools like RabbitMQ, Kafka, or Azure Service Bus. Let’s be honest: not every integration needs one. But when it does, queues can save your system from chaos. What Queues Actually Solve Messag...
When designing ERP integrations (for AR/AP document flows), Business/System Analysts often face a range of “gotcha” questions — technical, architectural, and sometimes unexpected. Here are some of the real-world questions I ask clients during the API and ERP connector discovery phase: What’s the minimum required ERP v...

 



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