How to Install the Business Investigation and Analysis System.

When we talk, we can discuss your business and work out the best place to start. Every business needs different things, so we can mix and match elements of the systems to suit your business. Installing the systems follows the three stages below.

01

Create a Strategic Action Plan

02

Implement the Plan Priorities

03

Track Revenue and Growth

get the system

Roadmap for the
Business Investigation and
Analysis System

There are Ten Steps in the Business Investigation and Analysts System and Three Checkpoints when a decision is made to stop at that Step or continue onto the next Checkpoint.

1. Develop an Information Investigation Plan (IIP)

Prepare an information-investigation plan to determine the solution. First, we identify the information needed to define the problem and solution. Then, where can we find the information? Next, how can we obtain the information? Finally, what order to get the information?

Output: Document Analysis. Information Investigation Plan (IIP).

2. Investigate and Define the Problem

In this step, we define the problem owner, prepare an information-gathering plan to determine the problem, and elicit information about the problem. We then analyse the information, determine the real problem to be solved, and confirm that with the problem owner.

Output: Root Case Analysis. Problem Statement. Vision Statement.

3. ​ Define the Solution and Product Scope

We develop a vision of the solution and acceptance criteria with the problem owner and determine stakeholders. Then, conduct risk analysis and justification for solving the problem. Finally, we identify solution constraints, functional goals, and business objectives. 

Output: Decision Documents (product scope, business case, project charter).

4. ​ Confirm Alignment and Financial Justification (CP Alpha)

We review organisational vision, mission statements, strategic and business plans, and policy to ensure the solution or product aligns and supports achieving goals and objectives. In addition, we provide financial justification for solving the problem.

This step if Checkpoint Alpha, a decision is made stop here or continue to Checkpoint Bravo.

Output: ROI Analysis. Cost/Benefit Analysis. Risk Analysis. Feasibility Study.

5.  Define and Model the Problem Domain

Obtain information to describe and diagram the problem domain. First, we understand completely why the problem exists and what conditions cause the problem. Then, we determine the functional areas impacted by the problem and its solution. Finally, we identify neighbouring constituencies, intersecting processes, and ancillary benefits.

Output: Current State Baseline of the Problem Domain. Problem Domain Diagram or Model.

6.  Determine the Best Solution

Analyse the information to determine potential solutions for the problem. First, we analyse and model the solution. Then, we create the necessary models and diagrams. Finally, we confirm our analysis with the affected product stakeholders that the part of the solution that affects them will work and is acceptable.

Output: Entity Relationship Diagram. Data Flow Diagram. Activity Diagram. Use Cases.

7.  Write the Solution Documentation (CP Bravo)

Confirm with the stakeholders that the solution completely and accurately solves the problem. First, we get parts of the solution confirmed as they are defined. Then, we check the technical and project feasibility and validate requirements with the solution team and stakeholders. Finally, we get the solution document approved by the executive decision-maker.

This is Checkpoint Bravo, a decision is made here to stop here or continue to Checkpoint Charlie. 

Output: Solution Diagram, Data, Process & Behaviour Models. Requirements Documents. Business Rules. Event Analysis. Gap Analysis. User Stories.

8.  Implement Monitor the Solution

Turn the solution definition into an operational system or process. First, we work with the solution team throughout product implementation. Then, we make sure the solution document matches the solution, and document, evaluate and review any changes. Then, we prepare user test cases and ensure the solution successfully transitions into the business environment.

Output: Requirements Changes. Acceptance Testing.

9.  Confirm the Business Problem Has Been Solved

Prove that the product has achieved an acceptable level of confidence that it will behave as expected under all circumstances of interest. First, we establish the basic criteria against which quality assurance judges the quality of the product. Then, we confirm that the final definition of correct behaviour (the solution document) matches the delivered product. Finally, we make sure the product solves the original problem and proves the solution is effective and stays effective by measuring the results.

Output: Unit, Integration, System, and Acceptance test results. Bug/Defect Report.

10.  Manage Transition and Change (CP Charlie)

Prepare the business for a successful transition to the new process. First, we create a sense of urgency for change, create a guiding coalition, and develop a vision of the changed environment. Then, we communicate the change vision and empower action to affect change. Finally, we generate short-term wins, consolidate gains, produce more change, and anchor new cultural approaches.

This is Checkpoint Charlie, it marks the end of the project. At this stage Lessons Learned regarding the Business Investigation and Analysis Project should be conducted.

Output: Change Management Plan. Change Impact Diagram. Training Plan. User Manuals. Help-desk. Updated Baseline Requirements Document. Lessons Learned.

Case Studies about Business Investigation and Analysis

Read Case Studies about some of the Business Investigation and Analysis projects I have been part of during the past 20+ years.

Get in touch

Hey! I am looking forward to starting a project with you!
Give me a call on +64 20 4165 4856 or use the form to send me an email. I normally reply within 48 hours. I look forward to talking with you soon.

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