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Event of PMI® Switzerland Chapter - Geneva




Project Manager
Business Analyst
Project Manager and Business Analyst.
Allies or Ennemies?

 Marc Bonnemains
 MSc, MBA, PhD, PMP®
 Self-taught Expert


     http://ca.linkedin.com/in/marcbonnemains

     http://www.viadeo.com/fr/profile/marc.bonnemains




                                                       PMI presentation Geneva – BA&PM - PMI   1
Event of PMI® Switzerland Chapter - Geneva




  Project Role Definition                                         Role not Title

       Project Manager (PM)
                « The person assigned by the performing organization to
                achieve the project objectives ». (PMI, PMBok, Fourth ed.)


       Business Analyst (BA)
                « A business analyst works as a liaison among stakeholders in
                order to understand the structure, policies, and operations of
                an organization, and to recommend solutions that enable the
                organization to archieve its goals ». (IIBA)


       In summary
                PM is accountable to delivery solution through project
                management
                BA is accountable to define value




Dec. 8 , 2011                                                  Copyright © 2011 Marc Bonnemains   2
Event of PMI® Switzerland Chapter - Geneva



  Context
       New Paradigm in Project Management
                Project success =
                    (on time + on budget + on quality) x business value
                Changing Views of Project Management




       News Factors
                Hight Complexification and Uncertainty
                Model-Driven Engineering (MDE)
                Business Process Management (BPM)
                Value Management (VM)
                Corporate Social Responsibility (CSR)

Dec. 8 , 2011                                                  Copyright © 2011 Marc Bonnemains   3
Event of PMI® Switzerland Chapter - Geneva



  Context
       New Paradigm in Project Management




                      Source: Value-Driven Project Management by Harold Kerzner,Frank P. Saladis, 2007



Dec. 8 , 2011                                                        Copyright © 2011 Marc Bonnemains    4
Event of PMI® Switzerland Chapter - Geneva



  Business Analyst - Who is he ?

       Not New!
                Mediator or the bridge between technology and the business
                Historically, known as

                  •   Business Consultant            •   Data Analyst
                  •   Management Consultant          •   Product Managers
                  •   System Analyst                 •   Enterprise Analyst
                  •   Change Manager                 •   Product Owner
                  •   Business System Analyst        •   Entreprise Analyst
                  •   Systems Analyst                •   Business Architects
                                                     •   Requirements engineers
                                                     •   …




       But today!
                We assiste at the professonalization thru IIBA




Dec. 8 , 2011                                                     Copyright © 2011 Marc Bonnemains   5
Event of PMI® Switzerland Chapter - Geneva



  Business Analyst                      - What is he doing?

       Requirements
                Business Requirements, Stakeholder Requirements, Solution
                Requirements, Transition Requirements
       Facilitator
                Mediator or the bridge between the Technical and Business
                end of stakeholders
       Communication
                BA Communication Plan
       Risks
                BA Risks Management Plan




Dec. 8 , 2011                                                 Copyright © 2011 Marc Bonnemains   6
Event of PMI® Switzerland Chapter - Geneva



  Implications of The Two Roles
Having two roles naturally creates divisions, conflict,
competition…

And Fears…


                PM Fear about BA                                 BA Fear about PM
     •      BA collecting requirements                   •   PM is unwilling to fully
            without effective coordination,                  investigate and analyse
            facilitation, or realistic deadline              stakeholder needs
     •      BA will create unrealistic                   •   PM doesn’t understand the
            expectations with stakeholders                   complexity of defining,
     •      PM left out of the loop on critical              analysing, and managing
            meetings and conversation with                   requirements
            sponsors and stakeholders                    •   PM sees the BA as an asistant
     •      BA don’t have functional or                  •   PM moves after the end of the
            technical knowledge to articulate                project, but BA stays and lives
            requirements correctly                           with the consequences


Dec. 8 , 2011                                                          Copyright © 2011 Marc Bonnemains   7
Event of PMI® Switzerland Chapter - Geneva



  The 3 C’s for an Effective Partnership

       Clear Roles and Responsabilities
                RACI…


       Commitment to Open Communication
                Communication Channels:
                Business Domain vs. Project




       Collaboration Based on Mutual Trust, Need, and
       Respect


Dec. 8 , 2011                                               Copyright © 2011 Marc Bonnemains   8
Event of PMI® Switzerland Chapter - Geneva



  Key Areas of Overlapping Responsabilities

                       Scope                                 Requirements

     Project Scope                                   Collect Requirements
                                                          Requirements Mgmt Plan
     Solution Scope                                       Tracing Requirements
                Solution Scope                            Documenting Requirements




                 Communications                                    Risks

     Communications Mgmt                             Risks Mgmt
                BA Communication Mgmt                    BA Risks Mgmt

     Stakeholder Mgmt
                Stakeholder Indentification
                BA Communication Plan                                        PMBok components
                                                                             BABok components

Dec. 8 , 2011                                                      Copyright © 2011 Marc Bonnemains   9
Event of PMI® Switzerland Chapter - Geneva



  Books of Knowledges

          9 knowledge areas                       6 knowledge areas
          in 5 main processes




        Source : www.pmi.org
                                             Source : www.th eiiba.org




Dec. 8 , 2011                                                      Copyright © 2011 Marc Bonnemains   10
Event of PMI® Switzerland Chapter - Geneva



  PMBok and BABok Compared
   It is a mapping between PMBok and BABok Knowledge Areas




Dec. 8 , 2011                                         Copyright © 2011 Marc Bonnemains   11
Event of PMI® Switzerland Chapter - Geneva



  Conclusions

                PMBok main focus is on project parameters
                BABok main focus is on solution parameters


                PMBok is not explicit about eliciting, analysing and
                documentating requirements
                BABok is not explicit about all project management
                activities



                The PMBok and the BABok together are excellent
                PM and BA are necessary to archive project business
                value




Dec. 8 , 2011                                                Copyright © 2011 Marc Bonnemains   12
Event of PMI® Switzerland Chapter - Geneva



  PM and BA Crossroads

Relationship between PM and BA responsibilities




                                       Source : Darya Duma et Max Locke, Procept Associates Ltd.

Dec. 8 , 2011                                        Copyright © 2011 Marc Bonnemains         13
Event of PMI® Switzerland Chapter - Geneva



  PM and BA Working Togerther




                                                                               Lessons
                                                                              Lessons
                                                                               Learned
                                                                              Learned




                            Source: Adapted from International Institut of Business Analyst, 2011



Dec. 8 , 2011                                          Copyright © 2011 Marc Bonnemains             14
Event of PMI® Switzerland Chapter - Geneva



  Project Management: BA’s Perspective




                                                           Source: AoteaStudios, 2010
Dec. 8 , 2011                                 Copyright © 2011 Marc Bonnemains        15
Event of PMI® Switzerland Chapter - Geneva


                                                                                                      (P) PMBok process
  PMBok and BABok Processes                                                                           (B) BABok process
  It is an interpretation of how both BOKs tasks correlate to each other




                                                                           Source: Adapted from www.PMRoadTrip.com, 2011
Dec. 8 , 2011                                                                      Copyright © 2011 Marc Bonnemains      16
Event of PMI® Switzerland Chapter - Geneva


                                                                                                     (P) PMBok process
  PMBok and BABok Processes                                                                          (B) BABok process
  It is an interpretation of how both BOK tasks correlate to each other




                                                                          Source: Adapted from www.PMRoadTrip.com, 2011
Dec. 8 , 2011                                                                     Copyright © 2011 Marc Bonnemains      17
Event of PMI® Switzerland Chapter - Geneva


                                                                                                     (P) PMBok process
  PMBok and BABok Processes                                                                          (B) BABok process
  It is an interpretation of how both BOK tasks correlate to each other




                                                                          Source: Adapted from www.PMRoadTrip.com, 2011
Dec. 8 , 2011                                                                     Copyright © 2011 Marc Bonnemains      18
Event of PMI® Switzerland Chapter - Geneva



  Ressources aditionnelles - Bibliography
Business Analyst, from iiba Web site: www.theiiba.org
Casing Out the Problem By Steve Blais, PMP®, from allPM.com Web site:
   http://www.allpm.com/modules.php?op=modload&name=News&file=article&sid
   =1720&mode=thread&order=0&thold=0
Why Does a Project Need a Project Manager and a Business Analyst? by Barbara
   Carkenord, PMP®, from allPM.com Web site:
   http://www.allpm.com/modules.php?op=modload&name=News&file=article&sid
   =1517&mode=thread&order=0&thold=0
The Business Analyst: The Pivotal IT Role of The Futur By Kathleen B. Hass, PMP® a
   white paper, Management Concepts
   http://www.slideshare.net/thumbarger/2008-business-analyst-the-pivotal-role-
   of-the-future-2
Integrating Project Management and Business Analysis By Jamal Moustafaev, BBA,
    MBA, PMP®, Thinktank Consulting http://www.slideshare.net/thumbarger/2008-
    business-analyst-the-pivotal-role-of-the-future-2
The New Methodology. By Fowler, M. from martinfowler.com Web site:
   http://www.martinfowler.com/articles/newMethodology.html
The Pivotal Role of the Business Analyst in a Service-Oriented World, from theiiba
   Web site: download.theiiba.org/files/May-1-2006OFFICIALFINALWhitepaper.pdf



Dec. 8 , 2011                                                 Copyright © 2011 Marc Bonnemains   19
Event of PMI® Switzerland Chapter - Geneva



  Ressources aditionnelles - Bibliography
Project scope and requirements by Sarath Sasikumar, PMP and Mahindra Satyam,
    CBAP, http://www.slideshare.net/tictactoe123/project-scope-and-requirements-
    management
PM and BA Collaboration at RTP IIBA Chapter, 2008 by Razvan Radulian
   http://www.why-what-how.com/library/presentations/ColaborationPMandBA-
   RazvanRadulian-RTPIIBA-2008.pdf
The Business Analyst/Project Manager: A New Partnership for Managing Complexity
   and Uncertainty by Robert K. Wysocki, John Wiley and Sons, 2010




Dec. 8 , 2011                                                Copyright © 2011 Marc Bonnemains   20

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Project Manager and Business Analyst - Allies or Ennemies

  • 1. Event of PMI® Switzerland Chapter - Geneva Project Manager Business Analyst Project Manager and Business Analyst. Allies or Ennemies? Marc Bonnemains MSc, MBA, PhD, PMP® Self-taught Expert http://ca.linkedin.com/in/marcbonnemains http://www.viadeo.com/fr/profile/marc.bonnemains PMI presentation Geneva – BA&PM - PMI 1
  • 2. Event of PMI® Switzerland Chapter - Geneva Project Role Definition Role not Title Project Manager (PM) « The person assigned by the performing organization to achieve the project objectives ». (PMI, PMBok, Fourth ed.) Business Analyst (BA) « A business analyst works as a liaison among stakeholders in order to understand the structure, policies, and operations of an organization, and to recommend solutions that enable the organization to archieve its goals ». (IIBA) In summary PM is accountable to delivery solution through project management BA is accountable to define value Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 2
  • 3. Event of PMI® Switzerland Chapter - Geneva Context New Paradigm in Project Management Project success = (on time + on budget + on quality) x business value Changing Views of Project Management News Factors Hight Complexification and Uncertainty Model-Driven Engineering (MDE) Business Process Management (BPM) Value Management (VM) Corporate Social Responsibility (CSR) Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 3
  • 4. Event of PMI® Switzerland Chapter - Geneva Context New Paradigm in Project Management Source: Value-Driven Project Management by Harold Kerzner,Frank P. Saladis, 2007 Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 4
  • 5. Event of PMI® Switzerland Chapter - Geneva Business Analyst - Who is he ? Not New! Mediator or the bridge between technology and the business Historically, known as • Business Consultant • Data Analyst • Management Consultant • Product Managers • System Analyst • Enterprise Analyst • Change Manager • Product Owner • Business System Analyst • Entreprise Analyst • Systems Analyst • Business Architects • Requirements engineers • … But today! We assiste at the professonalization thru IIBA Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 5
  • 6. Event of PMI® Switzerland Chapter - Geneva Business Analyst - What is he doing? Requirements Business Requirements, Stakeholder Requirements, Solution Requirements, Transition Requirements Facilitator Mediator or the bridge between the Technical and Business end of stakeholders Communication BA Communication Plan Risks BA Risks Management Plan Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 6
  • 7. Event of PMI® Switzerland Chapter - Geneva Implications of The Two Roles Having two roles naturally creates divisions, conflict, competition… And Fears… PM Fear about BA BA Fear about PM • BA collecting requirements • PM is unwilling to fully without effective coordination, investigate and analyse facilitation, or realistic deadline stakeholder needs • BA will create unrealistic • PM doesn’t understand the expectations with stakeholders complexity of defining, • PM left out of the loop on critical analysing, and managing meetings and conversation with requirements sponsors and stakeholders • PM sees the BA as an asistant • BA don’t have functional or • PM moves after the end of the technical knowledge to articulate project, but BA stays and lives requirements correctly with the consequences Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 7
  • 8. Event of PMI® Switzerland Chapter - Geneva The 3 C’s for an Effective Partnership Clear Roles and Responsabilities RACI… Commitment to Open Communication Communication Channels: Business Domain vs. Project Collaboration Based on Mutual Trust, Need, and Respect Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 8
  • 9. Event of PMI® Switzerland Chapter - Geneva Key Areas of Overlapping Responsabilities Scope Requirements Project Scope Collect Requirements Requirements Mgmt Plan Solution Scope Tracing Requirements Solution Scope Documenting Requirements Communications Risks Communications Mgmt Risks Mgmt BA Communication Mgmt BA Risks Mgmt Stakeholder Mgmt Stakeholder Indentification BA Communication Plan PMBok components BABok components Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 9
  • 10. Event of PMI® Switzerland Chapter - Geneva Books of Knowledges 9 knowledge areas 6 knowledge areas in 5 main processes Source : www.pmi.org Source : www.th eiiba.org Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 10
  • 11. Event of PMI® Switzerland Chapter - Geneva PMBok and BABok Compared It is a mapping between PMBok and BABok Knowledge Areas Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 11
  • 12. Event of PMI® Switzerland Chapter - Geneva Conclusions PMBok main focus is on project parameters BABok main focus is on solution parameters PMBok is not explicit about eliciting, analysing and documentating requirements BABok is not explicit about all project management activities The PMBok and the BABok together are excellent PM and BA are necessary to archive project business value Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 12
  • 13. Event of PMI® Switzerland Chapter - Geneva PM and BA Crossroads Relationship between PM and BA responsibilities Source : Darya Duma et Max Locke, Procept Associates Ltd. Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 13
  • 14. Event of PMI® Switzerland Chapter - Geneva PM and BA Working Togerther Lessons Lessons Learned Learned Source: Adapted from International Institut of Business Analyst, 2011 Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 14
  • 15. Event of PMI® Switzerland Chapter - Geneva Project Management: BA’s Perspective Source: AoteaStudios, 2010 Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 15
  • 16. Event of PMI® Switzerland Chapter - Geneva (P) PMBok process PMBok and BABok Processes (B) BABok process It is an interpretation of how both BOKs tasks correlate to each other Source: Adapted from www.PMRoadTrip.com, 2011 Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 16
  • 17. Event of PMI® Switzerland Chapter - Geneva (P) PMBok process PMBok and BABok Processes (B) BABok process It is an interpretation of how both BOK tasks correlate to each other Source: Adapted from www.PMRoadTrip.com, 2011 Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 17
  • 18. Event of PMI® Switzerland Chapter - Geneva (P) PMBok process PMBok and BABok Processes (B) BABok process It is an interpretation of how both BOK tasks correlate to each other Source: Adapted from www.PMRoadTrip.com, 2011 Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 18
  • 19. Event of PMI® Switzerland Chapter - Geneva Ressources aditionnelles - Bibliography Business Analyst, from iiba Web site: www.theiiba.org Casing Out the Problem By Steve Blais, PMP®, from allPM.com Web site: http://www.allpm.com/modules.php?op=modload&name=News&file=article&sid =1720&mode=thread&order=0&thold=0 Why Does a Project Need a Project Manager and a Business Analyst? by Barbara Carkenord, PMP®, from allPM.com Web site: http://www.allpm.com/modules.php?op=modload&name=News&file=article&sid =1517&mode=thread&order=0&thold=0 The Business Analyst: The Pivotal IT Role of The Futur By Kathleen B. Hass, PMP® a white paper, Management Concepts http://www.slideshare.net/thumbarger/2008-business-analyst-the-pivotal-role- of-the-future-2 Integrating Project Management and Business Analysis By Jamal Moustafaev, BBA, MBA, PMP®, Thinktank Consulting http://www.slideshare.net/thumbarger/2008- business-analyst-the-pivotal-role-of-the-future-2 The New Methodology. By Fowler, M. from martinfowler.com Web site: http://www.martinfowler.com/articles/newMethodology.html The Pivotal Role of the Business Analyst in a Service-Oriented World, from theiiba Web site: download.theiiba.org/files/May-1-2006OFFICIALFINALWhitepaper.pdf Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 19
  • 20. Event of PMI® Switzerland Chapter - Geneva Ressources aditionnelles - Bibliography Project scope and requirements by Sarath Sasikumar, PMP and Mahindra Satyam, CBAP, http://www.slideshare.net/tictactoe123/project-scope-and-requirements- management PM and BA Collaboration at RTP IIBA Chapter, 2008 by Razvan Radulian http://www.why-what-how.com/library/presentations/ColaborationPMandBA- RazvanRadulian-RTPIIBA-2008.pdf The Business Analyst/Project Manager: A New Partnership for Managing Complexity and Uncertainty by Robert K. Wysocki, John Wiley and Sons, 2010 Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 20