Business Analysts as Leaders & Champions of Change Presented by Tom Ryder November 22, 2013 Today’s Discussion • About me © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 2 Today’s Discussion • About me • Background on UPS © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 3 Today’s Discussion • About me • Background on UPS • Transformation and change at UPS – How Business Analysis became a profession and Business Analysts became an integral and valuable contributor to the business © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 4 Today’s Discussion • About me • Background on UPS • Transformation and change at UPS – • How Business Analysis became a profession and Business Analysts an integral and valuable contributor to the business Great for you and UPS, what about me? © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 5 Today’s Discussion • About me • Background on UPS • Transformation and change at UPS – • How Business Analysis became a profession and Business Analysts an integral and valuable contributor to the business Great for you and UPS, what about me? © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 6 About Me • At UPS 20 years – 15 of which have been in a business analysis role • B.S. Finance St. John’s University • M.S. Management Information Systems, New Jersey Institute of Technology • Assignment in 2009 on the UPS Application Life Cycle (ALM) transformation – UPS Business Analysis Competency & Training Program – Establish UPS Enterprise Business Analysis Practice • UPS Business Analysis Practice Lead December 2009 – July 2012 • Business Analysis Manager July 2012 – present • Contributed to the first IIBA Business Analyst Competency Model • Participated in IIBA webinar panel discussions • Participant at Business Analyst Conferences © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 7 UPS at a Glance • UPS is the world’s largest package delivery company • Founded ? • $55 billion corporation • 397,100 Employees • Serves more than 220 countries -- 8.8 million daily customers • Unmatched customer service • Moves more than 16.3 million packages a day • 39.5 million daily tracking requests • Reaches every address in North America and Europe • Leading global logistics provider • Ranked 8th overall of the Information Week 500 ranking of the most innovative U.S. users of business technology in 2012 © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 8 UPS at a Glance • UPS is the world’s largest package delivery company • Founded 1907 • $55 billion corporation • 397,100 Employees • Serves more than 220 countries -- 8.8 million daily customers • Unmatched customer service • Moves more than 16.3 million packages a day • 39.5 million daily tracking requests • Reaches every address in North America and Europe • Leading global logistics provider • Ranked 8th overall of the Information Week 500 ranking of the most innovative U.S. users of business technology in 2012 © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 9 Over a Century of Innovation © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 10 Over a Century of Innovation © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 11 Transformation and Change at UPS • UPS CIO, Dave Barnes, was awarded the Enterprise CIO Forum 2012 Transformational CIO Award which recognizes CIOs who recognize the strategic use of information technology. • In 2009 an effort to improve our application lifecycle management was launched under the leadership of Dave Barnes, the CIO – Goal: become a more efficient I.T. organization – Add more value to the business – Focus on process and people – Business Analysts were recognized as crucial to the transforming the organization – Improve the Business Analysts, improve the business © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 12 What We Wanted from our Business Analysts • Understand the business, business needs and business problems • Problem solvers • Make recommendations to improve business processes / software / organizational structure – help develop the solutions, innovate • BAs to be change agents for the organization – Lead change by challenging the business and showing them new possibilities • Good BAs add value to both a project and an organization • Common established expectations • Accountability • Standard skills • To be valued by the organization: – Skilled Business Analysts will be sought out by the organization to be part of a project team • BAs who invest in themselves – Culture of continuous self improvement • Add value to the business © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 13 What We Wanted from our Business Analysts • Understand the business, business needs and business problems • Problem solvers • Make recommendations to improve business processes / software / organizational structure – help develop the solutions, innovate • BAs to be change agents for the organization – Lead change by challenging the business and showing them new possibilities • Good BAs add value to both a project and an organization • Common established expectations • Accountability • Standard skills • To be valued by the organization: – Skilled Business Analysts will be sought out by the organization to be part of a project team • BAs who invest in themselves – Culture of continuous self improvement • Add value to the business © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 14 Transformation and Change at UPS • Challenges: – Change is hard – Over 330 people identified as Business Analysts when we started – No single understanding, approach or expectations for business analysts – Parochial views to what BAs did and what was best approach – Expectations of Business Analysts was not always high enough – Who are the good BAs? – “I'll know them when I see them.” – Accountability was not always there © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 15 Transformation and Change at UPS • Challenges: – Change is hard = No pain, no gain: we recognized change would be hard – We told everyone it would be, we were open and honest – Over 330 people identified as Business Analysts when we started – Now about 270 – What happened? – Raised the bar – Clearly defined role communicated – Professional development – Accountability – Expectations that BAs are problem solvers and there to help the business – BAs empowered to ask why and challenge – It’s the BA’s job to challenge the business to ensure the solution being developed meets their needs © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 16 Results • Business Analysis is viewed and respected as a profession • Business Analysts s are an integral part of the business and I.T., bringing the two together • Business Analysts are not only assigned to projects, they are sough out – “We need a BA!” – “Who is the BA on the project?” • Stakeholders know what they are getting and what to expect – Not note takers – Problem solvers leading change – Continuous professional development © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 17 What Can You Do? What can you do as a Business Analyst to be a leader and a change agent? What can you do to add value to the business? What can you do to increase your value to the organization? © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 18 What Is a Leader and Who Are They? • What is a leader? • Who do you think of an admire as a leader? • What makes you think of them as a leader? © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 19 What Is a Leader and Who Are They? • What is a leader? • Who do you think of an admire as a leader? • What makes you think of them as a leader? • “Who are the good BAs?” • What makes a good Business Analyst? © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 20 Definitions • • Leadership: • “A process of social influence in which one person can enlist the aid and support of others I the accomplishment of a common task.” • “The process by which a person influences others to accomplish an objective.” Business Analysis: • “Business Analysis is the practice of enabling change in an organizational context, by defining needs and recommending solutions that deliver value to stakeholders.” • “The Business Analyst is an agent of change. Business Analysis is a disciplined approach for introducing and managing change to organizations.” © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 21 What You Can Do • Set an example • Know your stuff – Build your skill foundation – Analytic, communication and time management – Continuous professional development – Hone your skills, enhance your techniques – Develop new skills – Seek knowledge (webinars, IIBA, training) – Stay current – Learn from your mistakes – Retrospective – A person who doesn’t make mistakes is unlikely to make anything. – Learn from others – Who are the good business analysts? – Talk to them © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 22 What You Can Do • Know your environment – Know your business – What does your business do? – What are the corporate goals and strategy to meet them? – “Leadership is the capacity to translate vision into reality.” – Warren G. Bennis – Understand the company’s financials – Know your stakeholders – Understand your audience – Know your competition – Who are they? – How do they compete and match up? – Understand the needs to the business and I.T.’s capabilities – “As a rule, he (or she) who has the most information will have the greatest success.” – Benjamin Disraeli – Challenge the business – Explain you are challenging them to make sure the problem is fully understood, a solution developed that meets their needs and allows them to succeed. © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 23 What You Can Do • Relationship Building – Build good relationships – Network – Participate – Communicate – Ask questions – Be an active listener – People like to talk to someone who is a good listener – Communicate your interest – Do what you say you will do – Be accessible – Help others – Be honest and open – Full disclosure – No one likes delivering bad news, but it must be done – Maintain integrity – Build your reputation © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 24 What You Can Do • Understand change is inevitable – Prepare for change – Anticipate and look for change – Understand and get ahead of the change to help control and influence – “Don’t follow the puck, go to where the puck is going.” – Wayne Gretzky – Be open – Ask questions to understand – Understand root cause to help with the change – Participate © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 25 What You Can Do • Understand change is inevitable – Prepare for change – Anticipate and look for change – Understand and get ahead of the change to help control and influence – “Don’t follow the puck, go to where the puck is going.” – Wayne Gretzky – Be open – Ask questions to understand – Understand root cause to help with the change – Participate • Emphasize quality – Ensure your work is the best it can be – Ask for help (peer reviews, etc.). – Ensure your work is useful to the stakeholders. – Raise the bar on quality. – “Be a yardstick of quality. Some people aren't used to an environment where excellence is expected.” – Steve Jobs © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 26 What You Can Do • It has to start with you. • Ask yourself what you can do to be an influencer, to be a change agent, to be a leader so you can add value to your organization and by doing so increase your own value. • Ask others what you can do. © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 27 What You Can Do • It has to start with you. • Ask yourself what you can do to be an influencer, to be a change agent, to be a leader so you can add value to your organization and by doing so increase your own value. • Ask others what you can do. • Develop a plan and hold yourself accountable. – Write it down – Ask what will it cost you if you don’t do this? © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 28 What You Can Do • It has to start with you. • Ask yourself what you can do to be an influencer, to be a change agent, to be a leader so you can add value to your organization and by doing so increase your own value. • Ask others what you can do. • Develop a plan and hold yourself accountable. – Write it down – Ask what will happen you if you don’t do this? • Help others do the same. © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 29 What You Can Do • It has to start with you. • Ask yourself what you can do to be an influencer, to be a change agent, to be a leader so you can add value to your organization and by doing so increase your own value. • Ask others what you can do. • Develop a plan and hold yourself accountable. – Write it down – Ask what will happen if you don’t do this? • Help others do the same. • “A rising tide lifts all boats.” – John F. Kennedy © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 30 What You Can Do • It has to start with you. • Ask yourself what you can do to be an influencer, to be a change agent, to be a leader so you can add value to your organization and by doing so increase your own value. • Ask others what you can do. • Develop a plan and hold yourself accountable. – Write it down – Ask what will happen if you don’t do this? • Help others do the same. • “A rising tide lifts all boats.” – John F. Kennedy • “Our horizon is as distant as our mind’s eye wishes it to be.” – James E. Casey © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 31 © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 32 THANK YOU © Copyright 2013 United Parcel Service of America, Inc. All Rights Reserved 33