Business Information Analysis

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Business Information Analysis – 4 Days

Description

The emphasis of this four-day Business Information Analysis workshop is on the gathering and specifying of the Business Information.  As data is typically global (i.e. shared by many within the organisation), information analysis is a critical task for any organisation.

The inability to specify an organisation-wide set of data and their relationships can lead to mass redundancy of data and unsynchronized information as sell as dead data (gathered, updated and never used).  This is regardless of any latest database implementation or stringent manual procedures.

Communication between the Business Owner and the Business Analyst is obviously the most critical during the analysis stage.  Business Information Analysis draws heavily on graphical as well as textual documentation (models) to assist in this critical gathering activity.  Because we can’t see analysis (although we can easily see design and implementation aspects), we need models to help us convey the Business Requirements.  Two widely accepted and applicable models for Information Analysis of Entity Relationship Diagrams and Data models which graphical represents an organisation’s stored data as Entities (cohesive groupings of facts), Relationships (associations between Entities) and Data Elements (business facts).

A real world case study is used to show the importance of deriving a logical view of data and their relationships in an organisation.  This logical view removes any design characteristics for folders, file cabinets, 3-part forms and sequential files, network/hierarchical/relational databases, mass storage devices, etc.  That may be place today so that they do not corrupt the new design of stored data.

The major focus of logical modeling is to derive a Business Value Stream partitioned model that reflects the most customer-orientated, stable and maintainable view of the business data.  This logical view of the Business Information will flow naturally into the Enterprise/organisation Information Model and into data design.

Audience

Analyst, Product Developers or any information systems or business professionals actively involved in producing a business requirements definition or product development or process improvement / engineering.  No Information Technology (IT) experience required.

Prerequisites

NQF 3 / Matric and at least one years working experience from a business or systems development perspective.  Computer Literacy.

Format

Instructor led, with approximately 6 hours of exercise for the delegate to test each new tool or technique in the classroom environment.  The case study takes the delegate through the 4 stages of information analysis i.e. as is design, as is analysis, to be analysis, to be design

Objectives:

After completing this workshop the delegate will be able to:

  • Start analysing in a structured approach and know what deliverables are required i.e. Process models, process specifications, Entity Relationship Diagrams, entity, relationship and data specifications and the data dictionary.
  • Which models are the most appropriate to use, flow charts, data flow diagrams (DFD), entity relationship diagrams (ERD), functional decomposition, object orientation, narrative text etc.
  • How to identify a process from stimulus to response (Organisational Value Streams)
  • How to separate design issues from business issues
  • How to apply Quality Assurance to each deliverable
  • Use a systematic top down approach to information modelling
  • Normalise data to 3rd normal form
  • Develop a logical ERD
  • Understand “what is a repository?” and why they are important.
  • Identify the characteristics required from a case tool and understand the difference between a modelling tool and a case tool
  • Understand what is ‘analysis paralysis’ and how to ensure it doesn’t set in.
  • Develop a Business Requirements document that can be used as input to design (the Technical Specification / Functional Specification)

Course Content

The Need for Models

  • How Do We Currently Specify Business Requirements?
  • Models for Analysis
  • What to Model
  • Process-Oriented Models
  • Data-Oriented Models
  • Process & Data-Oriented Models
  • Samples of Models
  • How We “See” the Business
  • The Complete Specification – The Organisation’s Repository

Overview of Information Analysis

  • Definition of Information Analysis
  • The Context of Information Analysis
  • Tools for the Information Analyst
  • Definition of an Information Model
  • Sample Information Models
  • Using ERDs to Model Design and Analysis Issues
  • Definition of an Entity
  • Sample Entity Specification
  • Definition of a Relationship
  • Sample Relationship Specification
  • Definition of a Data Element
  • Sample Data Element Specification
  • Sample Complete Information Analysis Specification
  • Detailed View of Information Analysis Methodology
  • Separating Analysis/Design and Current/New Issues

Analysis of Entities

  • The Universal Entity Concept
  • Definition of an Entity
  • How do we Form Entities?
  • Rules for Validating Entity Types
  • Entity-Type and Entity Occurrence
  • Discovering Entities Using Top-down Information Analysis
  • Discovering Entities Using a Process Specification
  • Sample entity specification

The Need for Models

  • How Do We Currently Specify Business Requirements?
  • Models for Analysis
  • What to Model
  • Process-Oriented Models
  • Data-Oriented Models
  • Process & Data-Oriented Models
  • Samples of Models
  • How We “See” the Business
  • The Complete Specification – The Organisation’s Repository

Overview of Information Analysis

  • Definition of Information Analysis
  • The Context of Information Analysis
  • Tools for the Information Analyst
  • Definition of an Information Model
  • Sample Information Models
  • Using ERDs to Model Design and Analysis Issues
  • Definition of an Entity
  • Sample Entity Specification
  • Definition of a Relationship
  • Sample Relationship Specification
  • Definition of a Data Element
  • Sample Data Element Specification
  • Sample Complete Information Analysis Specification
  • Detailed View of Information Analysis Methodology
  • Separating Analysis/Design and Current/New Issues

Analysis of Entities

  • The Universal Entity Concept
  • Definition of an Entity
  • How do we Form Entities?
  • Rules for Validating Entity Types
  • Entity-Type and Entity Occurrence
  • Discovering Entities Using Top-down Information Analysis
  • Discovering Entities Using a Process Specification
  • Sample entity specification

Exercise 1

 The Flavours of Entities

  • Flavours of Entities
  • Discovering Supertype and Subtypes
  • A Supertype/Subtype Test
  • Specifying Optional/Mandatory Business Data Rules
  • Sample Supertype/Subtype Models
  • Supertype/Subtype Rules

Analysis of Relationships

  • Eliminating Data Redundancy through Relationship
  • Definition of a Relationship
  • Defining Meaningful Relationships
  • Representing Relationship Cardinality
  • Relationship Type and Relationship Occurrence
  • Discovering Relationships
  • Capturing Necessary Relationships
  • Specifying Organisation-wide Relationship Connection Rules
  • Specifying Organisation-wide Relationship Cardinality
  • Sample Relationship Specification (Value Stream Level View)

Exercise 2

 Analysis of Data Elements

  • Definition of a Data Element (attribute)
  • Sample Data Element Specification
  • Discovering Data Elements
  • Data Elements Names
  • Data Element Format, Content/Domain

Exercise 3

 Normalisation – Bottom Up Information Analysis

  • The Need for Attribution and Normalisation
  • Definition of Normalisation
  • First Normal Form
  • Second Normal Form
  • Third Normal Form
  • The Benefits and Limitations of Normalisation

Exercise 4

 Organisational Value Stream Modelling

  • Organisational Value Stream Definitions
  • Classical Vs. Organisational Value Stream Partitioning
  • Organisational Value Stream Naming
  • What Constitutes A Total Organisational Value Stream
  • Organisational Value Stream Source and Stimulus
  • Organisational Value Stream Processing and Memory
  • Organisational Value Stream Response and Recipien
  • Organisational Value Stream Level Vs. Detail Level Modelling
  • Separating Organisation Value Streams
  • Types Of Value Streams
  • Definition of Strategic Value Streams
  • Recognising Strategic Value Streams
  • Definition of Systems Value Streams
  • Definition of Business Value Streams
  • Definition of Regulatory Value Streams
  • Definition of Dependent Value Streams
  • Determining Value Streams Types
  • Business Value Stream Partitioning Vs. Human or Computer Partitioning
  • Data Cohesion Vs. Data Conservation of Business Value Streams
  • Understanding Value Stream Primers
  • Benefits of Business Value Stream Methodology

The Need for Process Analysis

  • The Task of the Information Analyst
  • Overview of Data Flow Diagrams
  • Sample Business Value Stream Process Model
  • Encapsulating Business Value Stream Memory
  • Sample Process Analysis Business Value Stream Memory Input
  • The Synergy of Process and Information Analysis

Business Value Stream Driven Information Analysis

  • Modeling Analysis Data Store Redundancy
  • Forming the Organisation’s Information Model
  • Adding business Value Stream Memory to the Information Model
  • Important Levels of the Information Model
  • Data Element Conservation across the Organisation
  • Data Entity Conservation across the Organisation
  • Relationship Conservation across the Organisation
  • Object Conservation across the Organisation
  • Sample Business Value Stream Models
  • Re-usability Via the Business Engineering Methodology
  • Progressing from Design to Analysis Information Models

Exercise 5

Exercise 6

Forward into Design

  • Sample Beginnings of Design
  • The Analysis Specification IS the Business
  • The Essential Corporate Library
  • Engineering the Organisation
  • Cost & Benefits of Creating a Customer Focused Organisation
  • Costs and Benefits of Business Process Analysis

BABOK KNOWLEDGE AREA

  • Enterprise Analysis
    • Define Solution Scope
  • Business Analysis Planning & Monitoring
    • Task: Plan BA Activities
  • Elicitation
    • Task: Document Elicitation Activity
    • Task: Confirm Elicitation Results
  • Requirements Management & Communication
    • Task: Maintain Requirements for Re-use
    • Task: Prepare Requirements Package
  • Requirements Analysis
    • Task Prioritize Requirements
    • Task: Organise Requirements
    • Task: Specify and Model Requirements
    • Task: Verify Requirements
  • Techniques
    • Scope Modelling
    • Process/Flow Models
    • Data Dictionary & Glossary
    • Data Modelling
    • Document Analysis