This webinar is
brought to you by
IIBA® Chennai Chapter
Document Analysis
®
Presenter
Venkadesh Narayanan,
BSME, MBA, CBAP®, PMI-PBA®, CBPP®, CPRE-FL
Principal Consultant
Former Indian Civil Servant [IRAS 2001 Batch]
LinkedIn Profile
www.fhyzics.com | cs@fhyzics.com | 900-304-9000 | 900-305-9000 | 900-306-9000
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Thank You Note
®
IIBA® Global Leadership Meet at Chennai
®
Agenda
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A Document Analysis Story
Cost of Doing Business Analysis
Document Analysis Technique
Research Types
What is Document Analysis?
Sources of Document Analysis
Stages of Document Analysis
Types of Document Analysis
Document Analysis Worksheets
Case Study-1 Movie : Thani Oruvan
Document Analysis : ABC
Categorization
The Purpose of Document Analysis
Business Analysis Centre of
Excellence
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Organizational Process Asset
Forms of Organizational Process
Asset
Case Study-2: Launch of New
Airline
Sample Air Ticket
Document Analysis : Air Ticket
Mind Map
The Pros & Cons of Document
Analysis
Competencies of Conducting
Document Analysis
Q&A
A Document Analysis Story
On July 4, 1956, Betty placed her one-month-old son Peter in
his baby carriage on the patio of her New York home.
Courtesy : Document Analysis
By Elizabeth Bauchner
https://www.fbi.gov/about-us/history/famous-cases/the-weinberger-kidnapping
Cost of Doing Business Analysis
Business Analyst
Compensation
Stakeholder’s
Compensation
Execution Cost
Opportunity Cost
Document Analysis Technique
The most important & most ignored technique in the
field of Business Analysis
Document Analysis may be credited as the one and
only technique that a Business Analyst may use in all
her projects each and every time
Research Types
• Research can be either primary or secondary. Primary
research is new research, carried out to answer specific issues
or questions. It can involve questionnaires, surveys or
interviews with individuals or small groups.
• Secondary research makes use of information previously
researched for other purposes and publicly available. This is
also known as 'desk research'. Secondary research includes
published research reports in a library, surveys or the Internet.
It can also include scientific reports produced by medical
councils, universities or government, for example, the Royal
College of Physicians, the British Heart Foundation and the
Department of Health.
What is Document Analysis?
Document Analysis is a means to elicit requirements by
studying available documentation on existing and
comparable solutions and identifying relevant information.
Document analysis may include analysis of business plans,
market studies, contracts, requests for proposal, statements of
work, memos, existing guidelines, procedures, training guides,
competing product literature, published comparative product
reviews, problem reports, customer suggestion logs, and
existing system specifications, among others.
What is Document Analysis?
• Identifying and consulting all likely sources of requirements
will result in improved requirements coverage, assuming the
documentation is up to date.
• Document analysis is used if the objective is to gather
details of existing solutions, including business rules,
entities, and attributes that need to be included in a new
solution or need to be updated for the current solution.
• This technique also applies in situations where the subject
matter experts for the existing solutions are no longer with
the organization, or are not going to be available throughout
the duration of the elicitation process.
Sources of Document Analysis
Business plans
Market studies
Contracts
Request for proposals
Statements of work
Memos
Existing guidelines
Policies
Training guides
Competing product literatures
Published comparative product reviews
Problem reports
Customer suggestion logs
Existing systems specifications
Standard operating procedures
Stages of Document Analysis
Stages of Document Analysis
Preparation
• Evaluate which existing system and business documentation is
relevant, available and appropriate for study.
Document Review
• Study the material and identify relevant business details.
• Document business details as well as questions for follow-up with
subject matter experts.
Wrap-up
• Review and confirm the selected details with subject matter
experts.
• Organize information into requirements format.
• Obtain answers to follow-up questions.
Types of Document Analysis
Quantitative
• Content Analysis
Qualitative
• Semiotics
• Discourse analysis
• Interpretative analysis
• Conversation analysis
• Grounded Theory
Format
Document Analysis Worksheets
http://www.archives.gov/education/lessons/worksheets/
Case Study-1
Movie : Thani Oruvan
• Police training manuals
• National level IPS based
movies
• Film industry related
documents
• Terminologies used in film
industry
• Understanding the role of a
Director
• Character study
Document Analysis : ABC Categorization
5%
Defining
Documents
15%
Asserting
Documents
80%
Reference
Documents
The Purpose of Document Analysis
To save stakeholders time
To give confidence to the stakeholders
To gain informal authority over stakeholders
Business Analysis Centre of Excellence
Business Analysis Related Standards
Domain Related Standards
Business Principles and Practices
Regulatory Framework
Process & Project Documentation
Organization Vision, Mission, Goal and Strategy
Template and Other Documents
Organizational Process Asset
All materials used by groups within an organization to define,
tailor, implement, and maintain their processes.
Define
Tailor
Implement
Maintain
Forms of Organizational Process Asset
Physical
Library
Enterprise
Content
Management
System
Individual
Ownership
Case Study-2 : Launch of New Airline
Sample Air Ticket
Document Analysis : Air Ticket
Document Type
Document Nature
Authenticity
Issued By
Printed Document
Ticket (Travel Authorization)
Credible
Indigo Airlines
Document Analysis : Air Ticket
Passenger Information
Passenger Name [First Name & Last Name]
Alpha; First – 15; Last – 15
Passenger Gender
Alpha; 5
Passenger Category [Child/Adult]
Alpha; 5
Ticket Confirmation Status
Alpha; 5
Passenger Class
Alpha; 10
Airlines PNR
Alphanumeric; 8
CRS PNR
Alphanumeric; 8
Document Analysis : Air Ticket
Passenger Information
Ticket Number
Alphanumeric; 8
Basis
Alphanumeric; 8
Ticket Price
Number; 10
Price Currency
Alphanumeric; 5
Flight Number
Alphanumeric; 8
Meal Preference
Alpha; 10
Mobile Number
Number; 15
Document Analysis : Air Ticket
Travel Information
Airline Name
Alpha; 10
Mode of Travel
Alpha; 10
Date of Journey in DD/MM/YYYY Format
Number; 10
Source Location
Alphanumeric; 15
Destination Location
Alphanumeric; 15
Document Analysis : Air Ticket
Travel Information
Departure Time and Date
Alphanumeric; 20
Arrival Time and Date
Alphanumeric; 20
Departure Airport
Alphanumeric; 50
Arrival Airport
Alphanumeric; 50
Tour Code
Alphanumeric; 15
PF Acct. Code
Alphanumeric; 15
Mind Map
Xmind
iMindMap
The Pros & Cons of Document Analysis
Pros
• Gains an extensive knowledge about the area of business
analysis activity.
• Save a lot of time of stakeholders
• Presents the BA as a knowledgeable person
• Helps the BA to drive the BA project
Cons
• Collecting the relevant documents is a challenge
• BA should be a good reader to take advantage of this
technique
• Consumes relatively a lot of time
Competencies for Conducting Document Analysis
Learning
Creative
Thinking
Attitude for
Research
Comprehension
Modeling
Systems
Thinking
Q&A
29/07/2015 V1.0
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IIBA® Chennai Chapter
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