Aug 23, 2026
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This article proposes five practitioner frameworks for specifying agentic systems: the Agentic Requirements Stack, the Autonomy Boundary Canvas, Tool Contract Specification, the Escalation and Handoff Matrix, and the Agentic Traceability Ledger. Each is illustrated through a running hypothetical cas...
This article proposes five practitioner frameworks for specifying agentic systems: the Agentic Requirements Stack, the Autonomy Boundary Canvas, Tool Contract Specification, the Es...
Have you ever wondered, what is a learning state? Or what connection does it have with peripheral vision? Have you ever tried to model excellence through role models? Can you remem...
User stories can describe what an AI agent should accomplish—but they rarely define how much authority it should have, when it must stop, or who is accountable when it gets a...

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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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The intention of these viewpoints is to make it easier to see and understand the real business problem. This article focuses on the fourth viewpoint, the Future-How, which looks at the solution to the business problem. It does this by assessing alternatives, and then choosing the best solution to that real business problem.
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For business analysts working in an environment where there is a gap between SMEs and the delivery of an IT-based solution for business needs, requirements are documented to bridge that gap. You are reading this because you are a business analyst responsible for documenting detailed requirements and, in the case of this article, business needs involving one or more user interfaces (UIs) or reports.

The objective of this article is to answer the question, “How much detail is necessary?” Spoiler alert – quite a bit. This is to avoid, as much as possible, a BA having to go back to a SME when designers or developers have business-level questions about a UI or report. Or worse – designers or developers not asking questions. Instead, making assumptions about what the business needs and proceeding to deliver the solution based on those assumptions.

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Business rules cover a very broad space. Across the entire space, however, you can be sure about one central idea – business logic should not be buried in procedural programming languages. Call it rule independence.  Why is rule independence important to you? Because rules entangled in procedural code won’t ever be agile. Rules change all the time – and in a digital world the pace of change is always accelerating. How you can stay on top of it is the central question in business agility.

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If we look at the previously proposed process end to end, it starts with the customer journey. The journey is mapped to the internal business processes, systems, and data sources. For both the customer facing and internal parts of the journey user stories are created to document the gaps between the as-is and to-be states - effectively form the backlog for the change. For each story, acceptance criteria are prepared in a way that enforces the expected behaviour in the system. Ideally, those should be the scenarios that are likely to appear on the real life journeys and not the hypothetical future scenarios. These scenarios when implemented and tested feed back to the journey and underlying layers changing them as the new functionality is introduced.

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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

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