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The BA Guide | Jeremy Aschenbrenner

Looking to get ECBA®, CCBA®, or CBAP® certified or recertified? - This course qualifies for 8 PD Hours/CDUs.

Use business analysis techniques to create and recommend the best strategies and solutions to help your organization meet its goals.

When an organization has a big idea but doesn’t have a clue how to bring it to life, it is your responsibility as a Business Analyst to help them bridge that gap…

And it’s my duty as The BA Guide to teach you how.

This course will take you through my 5-Step Strategy Analysis process

Read more

Looking to get ECBA®, CCBA®, or CBAP® certified or recertified? - This course qualifies for 8 PD Hours/CDUs.

Use business analysis techniques to create and recommend the best strategies and solutions to help your organization meet its goals.

When an organization has a big idea but doesn’t have a clue how to bring it to life, it is your responsibility as a Business Analyst to help them bridge that gap…

And it’s my duty as The BA Guide to teach you how.

This course will take you through my 5-Step Strategy Analysis process

  1. Analyze the Current State – Learn how to determine where the organization is today so you’re able to move forward fully prepared.

  2. Define the Future State – Understand exactly how to define what a “successful result” is – in order to achieve success, you first need to understand what success looks like.

  3. Assess the Risks – Minimize possible pitfalls and stumbling blocks by identifying them early and taking them into consideration in your planning.

  4. Determine a Change Strategy – Learn how to consider all possible options and determine which to put forward as your recommendation - then, define a strategy for how you intend to make the change.

  5. Create a Business Case – Document all of the previous elements together in a persuasive and cohesive way that gets you approval to move forward with the project.

Within each step, you’ll learn the techniques, tools, and skills through the use of practical, real-world examples – meaning you won’t just understand the 5 steps, you’ll also know how to apply them.

Course enrollment grants you lifetime access, with no expiration, to all the course lectures, activities, handouts, and quizzes. In addition, you’ll also receive 1-on-1 support for any questions or uncertainties that come up. And this all comes with a money-back guarantee. You have nothing to lose and so much to gain.

Let’s hear what our current students have to say:

“This is a great course. The real life examples are great for new or inexperienced BAs to connect to the theories taught to real world. A very comprehensive course and excited for the next courses in this series.” – Amy

“I am a college student that is studying science. Not once did I ever consider business as a career option for me. That goes to say I do not have a business background. However, Jeremy explains fully and in detail of each lecture perfectly to where I can understand. This is awesome.” – Sandhya

“The courses provided by Jeremy and The BA Guide are fantastic. I'm currently working through my 5th Business Analysis course and I continue to be amazed at the quality of the courses. I have learned an incredible amount and would recommend the course to anyone looking to increase their business skills.” - Camden

What is included in the course?

  • Over 8 hours of high-quality video lectures that break down all the concepts covered in an easy-to-understand, step-by-step format.

  • A 40-page Student Workbook that will enhance your learning and your information retention from the course, as well as giving you reference material after you’ve completed the course.

  • 10 Business Analysis Templates so you have all the tools you need to immediately conduct a strategy analysis while on the job.

  • 7 Practice Activities to help you cement what you’ve learned and give you an opportunity to put your newly acquired skills to the test.

In addition to all the tools you’ll need to start conducting strategy analysis, you’ll also get a foot into the industry by way of an industry expert…

I’m not just the instructor who wrote this course, I will also act as both a resource and a mentor to guide you to a long and rewarding career in Business Analysis.

Still not convinced?

“Another great course in The BA Guide / Jeremy Aschenbrenner series. Although you can take this course individually, I highly recommend that anyone considering this course get the entire series and work through them sequentially. Well worth it.” – Liz

“Great quality work. I like how Jeremy breaks everything down, so it's understandable even if you don't have any background in the business analysis. Awesome courses. ” - Oleg

“I'm in consulting and I have been able to compare what I've learned so far with the materials taught in the course and it's great because I can pick up the concepts and look at my next projects with this approach. I recommend it for anyone that wants to get into consulting.” - Carlos

And if you’re still not sure – here’s my promise to you:

This course comes with a 30-day money-back guarantee. That means, if you aren’t completely satisfied with your purchase, I’ll give you a refund – no questions asked.

Whether you are an aspiring or a seasoned Business Analyst, this course is a must.

This course is the second course of the Business Analysis Process Series:

  1. Identify and Define the Problem

  2. => Conduct a Strategy Analysis <=

  3. Plan the Project

  4. Understand and Elicit Requirements

  5. Analyze, Model, and Organize Requirements

  6. Manage, Prioritize, and Validate Requirements

  7. Transition to the Solution

  8. Complete a Solution Evaluation

Whilst taking the previous course isn’t a requirement, I do recommend it as it will help your understanding of the material covered as we will be building on skills and techniques taught in the previous course lectures.

By the end of this course, you’ll have learned how to analyze an organization’s situation and subsequently recommend the best strategies to help them take their “big idea” from vision to fruition.

So, if you want to earn the prestige of being able to say you’re a Business Analyst who can help organizations make their goals a reality, enroll today.

Enroll now

What's inside

Learning objectives

  • Learn how to assess and analyze the current state (as-is) of an organization to get a good feel for their structure, culture, and capabilities
  • Understand how to properly define project success by identifying the conditions that need to be met within the future state (to-be)
  • Understand how to use gap analysis to uncover the necessary changes to get the organization from the current as-is state to the future to-be state
  • Learn how to utilize the brainstorming and workshop techniques to identify, assess, and mitigate risks to the project and the organization
  • Learn how to determine viable solutions and recommend the best solution to meet the business needs and fill the identified gap
  • Gain the ability to conduct a cost-benefit analysis to validate when the recommended solution will give a return on investment
  • Learn to create a business case by tying all of the learnings together into a single document that provides reasoning and financial justification for action
  • Show more
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Syllabus

Welcome to the Course!

This course is part of a series of courses called the Business Analysis Process Series. In this lecture we tell you where this course fits within that series.

Read more

Welcome to our official kickoff of the course! Here we will begin to explain the full process of conducting a strategy analysis.

You have tickets for a local sporting event. The problem is, you are at home and the sporting event is at a stadium across town. Let's use our Strategy Analysis Process to solve this problem.

In this lecture, we provide you a ZIP file that contains all of the downloadable resources for the course. While those downloads are still available on appropriate lectures throughout the course, we're providing this ZIP file for convenience and to avoid some of the nuances and issues with downloading the files individually. It is our recommendation that you download this file now and then pull up the files as they are referenced within the course. Happy learning!

Don't forget to download the included student workbook for this course!

What are some of the key terms that you will be hearing throughout this course? Watch this lecture to find out!

Here are some additional terms related to projects.

What is a project team? Come and find out!

At this point there are 3 Key roles in a project team, The Project Sponsor, The Project Manger and The Business Analyst.

The Strategy Analysis Process is the most important part of this course, in this lecture we cover the first step.

A continuation of the previous lecture about the first step of the Strategy Analysis Process. In this part we review the needs of the business.

The third part to Analyzing the Current State. In this part we cover performing an Organizational Assessment.

The fourth part to Analyzing the Current State. In this part we cover understanding capabilities.

The fifth part to Analyzing the Current State. This lecture covers Assessing Policies.

This lecture provides an overview of the technique, Document Analysis.

Here are some benefits and cautions of the technique, Document Analysis.

Here is a helpful template to assist you whenever you do a Document Analysis!

This lecture is the sixth part of Analyzing the Current State, where we cover Assessing Processes.

This lecture is here to teach you about the basics of Process Flow Charts. It is also the seventh part to Analyzing the Current State.

A tool used in Process Flow Charts commonly is Swimlanes. Come and learn all about them!

The ninth part to Analyzing the Current State, where we cover Analyzing Technology and Infrastructure.

This lecture is the tenth part to Analyzing the Current State, it covers Understanding Business Architecture.

The eleventh part to Analyzing the Current State. In this lecture we cover Identifying External Influencers.

The twelfth part to Analyzing the Current State. In this lecture we introduce our real world example, Bob's Towing.

The thirteenth part to Analyzing the Current State. We continue with our real world example Bob's Towing, and provide you with a project!

The fourteenth part to Analyzing the Current State. This lecture continues the Bob's Towing Example.

The fifteenth part to Analyzing the Current State. In this lecture, we continue to talk about Bob's Towing.

The sixteenth and final part to Analyzing the Current State.

An overview of the second step to the Strategy Analysis Process, Defining the Future State.

The second part to Defining the Future State. In this lecture we cover what we are looking to achieve with this step.

The third part to Defining the Future State. Here we cover the elements.

The fourth part to Defining the Future State. Come and learn about setting business goals and objectives!

The fifth part to Defining the Future State. This lecture shows you some examples of setting business goals and objectives using the SMART goal technique.

Defining the solution scope helps to define new capabilities that the project will deliver!

There is sometimes confusion between the Solution Scope and the Project Scope, come and learn the difference!

How do you Define the Future Scope? This lecture talks about writing Solution Scope Statements to Define the Future Scope.

Ever wonder how to know when to move on from the solution scope? This lecture is for you!

We try to make things as easy as possible for you, so we created a handy dandy notes sheet and explain how to use it in this short video.

Identifying constraints can really help you in the long run. This lecture provides you with how to not only find the constraints, but also what the most common ones are!

In this lecture we provide the answer to the question "What changes need to take place for you to achieve your outcome?"

The thirteenth part to Defining the Future State. In this lecture we talk about identifying assumptions.

The fourteenth part to Defining the Future State. This lecture provide insight into Validating Potential Value.

This lecture provides an introduction to our real world example, Bob's Towing.

In this lecture, we continued to help Bob's Towing with the next step in  Conducting a Strategy Analysis.

The conclusion to Defining the Current State!

This section starts the third step to Conducting a Strategy Analysis, Assessing the Risks.

There are many different steps to Assessing Risks, in this lecture we introduce you to them

In order to Assess the risks, we first need to know what those risks are.

In the next few lectures, we are going to be talking about the technique of brainstorming. In this lecture, the basics!

In this video we talk about the steps to performing a brainstorming session.

What are some of the benefits and cations to brainstorming? Here are some things to consider before using this technique!

This lecture provides a template to help you with your brainstorming!

Now that the risks are identified, we now need to determine probability and impact.

In the next few lectures, we are going to be talking about the elicitation technique, workshops!

This lecture walks you through the steps to conducting a workshop.

You may be thinking, what are some of the benefits and cautions to performing a workshop? We provide the answer to that question in this lecture!

We have created a template to help you with conducting your workshop!

Now that we have gone through workshops, you might be wondering "Why?". In this lecture we help tie on workshops to Assessing Risks.

Now that we have rated the risk based of of probability and impact, we need to prioritize certain risks.

Here we explain the Risk List and Assessment template, a template we have created to make thing a little more easier for you!

Before we determine our next action, we first need to look at the risk tolerance of the company or business.

Now that we know the risk tolerance of the company or business, we can identify the actions that we need to take in order to move forward.

We are again continuing our Bob's towing example, except this time we are using what we learned in this section to assess the risks for Bob's towing.

Part two of assessing risks foe Bob's Towing.

This lecture wraps up what we learned about assessing risks, and concludes the section.

This lecture provides and overview of the fourth step in Conducting a strategy Analysis, Determining a Strategy.

We introduce you to the elements of the Change Strategy that we will be covering in this section.

In this lecture we talk about Gap Analysis, and how to use it in this step.

Here we love to make things easier for you, so we have created a very handy template to help you with your Gap Analysis.

We can now move on from doing our rework, to actually Defining the Change Strategy.

In the previous lecture, we came up with a list of potential options, now we can analyze all of those options.

After analyzing your options, you want to look at the option within the solution scope. Come and learn how!

When Analyzing options, an important thing to do is a Cost Benefit Analysis.

The previous lecture talked about a Cost Benefit Analysis,. We have provided you with a template to help that process go a bit smoother!

This is a short lecture with some helpful tips on analyzing!

After define your options, you need to make recommendations. Come and learn about them!

Want something to make Scoring Matrices easier? Well we have your back! We have created a helpful template for all of your Scoring Matrix needs!

Now it's time to define Transition states and releases by using three steps!

This lecture will help you visualize better how the three different methodologies flow together.

Continuing the previous lecture, we talk about the key differences between the terms Adaptive and Predictive.

This lecture helps break down the 3 methodologies Waterfall, Iterative and Agile.

The next aspect of Determining the Change Strategy is determining a project schedule.

Now we need to figure out our Transition and Release plan, the next key part of Determining the Change Strategy.

Now that you have learned the steps to Determining the Change Strategy, we will apply it to our real world example Bob's Towing.

A continuation of the last lecture, about applying the steps to Determining the Change Strategy to Bob's Towing.

Part three of the Bob's Towing example.

The fourth and final part to our Bob's Towing example.

Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Includes a 40-page student workbook, which may help learners retain information and serve as a reference after completing the course
Provides 10 business analysis templates, giving learners tools to immediately conduct a strategy analysis on the job
Qualifies for 8 professional development units, which may be helpful for those seeking or maintaining ECBA, CCBA, or CBAP certifications
Recommends taking the entire series sequentially, which may require a significant time investment for learners seeking quick results
Builds on skills and techniques taught in the previous course lectures, so learners may benefit from prior experience or coursework

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Reviews summary

Structured strategy analysis for bas

According to the course description and included testimonials, learners say this course provides a clear and comprehensive understanding of strategy analysis. It is described as being structured around a practical 5-step process, making complex concepts easy to understand, even for those without a business analysis background. Students appreciate the use of real-world examples like 'Bob's Towing' and the provision of useful resources including a workbook and templates. The course is marketed as qualifying for professional certification hours and offering 1-on-one instructor support. It's noted that this is the second course in a recommended series.
Course is second in the Business Analysis Process Series.
"Although you can take this course individually, I highly recommend that anyone considering this course get the entire series..."
"This course is the second in the Business Analysis Process Series."
"Taking the previous course is recommended for better understanding of the material."
Provides templates, workbook, and practice activities.
"The course provides useful templates so I have the tools needed immediately."
"I found the included student workbook and practice activities very helpful."
"The 10 Business Analysis Templates alone are incredibly valuable for immediate use on the job."
Qualifies for professional certification hours.
"This course qualifies for 8 PD Hours/CDUs for ECBA, CCBA, or CBAP."
"I took this course to help with my ECBA certification."
"It's great that this course counts towards professional certifications."
Uses a clear, step-by-step 5-step framework.
"This course took me through the 5-Step Strategy Analysis process."
"I learned the techniques... through the use of practical... examples – meaning you won’t just understand the 5 steps..."
"The course follows a clear, structured 5-step process for strategy analysis."
Connects theory to real-world business application.
"The real life examples are great for new or inexperienced BAs to connect to the theories taught to real world."
"I can pick up the concepts and look at my next projects with this approach."
"I appreciate the use of practical, real-world examples to understand how to apply the steps."
Concepts are explained in an easy-to-follow manner.
"Jeremy explains fully and in detail of each lecture perfectly to where I can understand."
"I do not have a business background. However, Jeremy explains fully..."
"I like how Jeremy breaks everything down, so it's understandable even if you don't have any background."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Conduct a Strategy Analysis using Business Analysis with these activities:
Review Project Management Fundamentals
Refresh your understanding of project management principles to better grasp the project-related aspects of strategy analysis.
Show steps
  • Review the project lifecycle phases.
  • Study key project management terms.
  • Practice creating a simple project plan.
Review 'Business Model Generation'
Gain a deeper understanding of business models to enhance your ability to analyze an organization's current state and define its future state.
Show steps
  • Read the sections on value propositions and customer segments.
  • Apply the Business Model Canvas to a familiar company.
  • Reflect on how this framework informs strategy analysis.
Create a SWOT Analysis for a Local Business
Practice applying SWOT analysis, a key technique for assessing the current state of an organization, by analyzing a local business.
Show steps
  • Choose a local business to analyze.
  • Research the business's strengths, weaknesses, opportunities, and threats.
  • Create a visual representation of the SWOT analysis.
  • Write a brief summary of your findings.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Conduct Cost-Benefit Analysis Exercises
Sharpen your skills in conducting cost-benefit analyses, a crucial part of determining a change strategy and creating a business case.
Show steps
  • Find sample project scenarios online.
  • Identify costs and benefits for each scenario.
  • Calculate the benefit-cost ratio.
  • Interpret the results and make recommendations.
Develop a Business Case Template
Solidify your understanding of business cases by creating a reusable template that incorporates all the key elements discussed in the course.
Show steps
  • Review the course materials on business cases.
  • Identify the essential sections of a business case.
  • Design a template with clear headings and prompts.
  • Populate the template with sample data.
Read 'The Strategy Book'
Expand your knowledge of strategic frameworks and tools to enhance your ability to determine effective change strategies.
View Alter Ego: A Novel on Amazon
Show steps
  • Read the chapters on strategic analysis and planning.
  • Compare the frameworks presented in the book with those discussed in the course.
  • Reflect on how these frameworks can be applied in real-world scenarios.
Analyze the Strategy of a Successful Company
Apply the strategy analysis process to a real-world company to deepen your understanding and analytical skills.
Show steps
  • Choose a successful company to analyze.
  • Research the company's history, mission, and values.
  • Analyze the company's current state, future state, risks, and change strategy.
  • Document your findings in a comprehensive report.

Career center

Learners who complete Conduct a Strategy Analysis using Business Analysis will develop knowledge and skills that may be useful to these careers:
Strategy Analyst
Strategy Analysts are key players in helping organizations chart their future course. This course offers a comprehensive guide to strategy analysis, which is the core function of this role. A Strategy Analyst will find immense value in the course's breakdown of the strategy analysis process, from assessing the current state to defining the future state and creating a compelling business case. The practical examples and templates provided in the course enable a Strategy Analyst to immediately apply these skills to real-world scenarios. This course is an investment in the skills necessary for strategic success.
Business Systems Analyst
A Business Systems Analyst focuses on improving business processes and systems. This course directly supports the role by providing a structured approach to strategy analysis, crucial for identifying areas of improvement. The course's emphasis on analyzing the current state, defining the future state, and assessing risks aligns perfectly with the responsibilities of a Business Systems Analyst. Specifically, the techniques learned in this course, such as gap analysis and cost-benefit analysis, are essential for evaluating and recommending optimal strategies. For a Business Systems Analyst, this course provides the tools necessary to effectively bridge the gap between business needs and technical solutions.
Process Improvement Specialist
Process Improvement Specialists focus on streamlining and optimizing business processes. This course's emphasis on analyzing the current state and defining the future state aligns perfectly with the goals of this role. A Process Improvement Specialist benefits from the course's teachings on identifying gaps, assessing risks, and developing a change strategy. The tools and techniques provided, such as process flow charts and gap analysis templates, enable a Process Improvement Specialist to effectively identify areas for improvement and implement solutions that enhance efficiency and productivity. With this course, process improvement becomes more effective.
Management Consultant
Management Consultants advise organizations on how to improve their performance and efficiency. This course provides a solid foundation for this career by teaching a structured approach to strategy analysis. A Management Consultant benefits from the five-step strategy analysis process taught in the course, which includes analyzing the current state, defining the future state, assessing risks, determining a change strategy, and creating a business case. The course's focus on practical, real-world examples ensures that a Management Consultant can immediately apply these techniques to help organizations achieve their goals. This course ensures consultants can guide companies toward success.
Business Architect
Business Architects develop and maintain a holistic view of an organization's strategy, processes, and technology. This course enables Business Architects to understand how to analyze the current state, define the future state, and determine a change strategy. The course's focus on business architecture as part of analyzing the current state provides a foundational understanding for this role. The comprehensive approach taught in this course provides the skills necessary to align business strategy with operational execution. This course allows business architects to lead organizational transformation.
Management Analyst
Management Analysts, often working as consultants, help organizations solve problems and improve efficiency. The structure of this course, which focuses on a five-step strategy analysis process, mirrors the analytical approach used by Management Analysts. Specifically, the course provides tools for assessing current states, defining desired future states, and creating actionable plans for change. Someone stepping into a Management Analyst role will find the course useful because it covers skills needed to solve a variety of business problems. This course helps build a strong foundation in strategic problem solving.
Product Manager
Product Managers guide the development and launch of new products and features. This course's focus on understanding business needs and defining successful outcomes is directly applicable to product strategy. A Product Manager benefits from the course's emphasis on defining the future state, assessing risks, and creating a business case. The techniques learned, such as cost-benefit analysis and solution scope definition, are crucial for making informed decisions about product development and ensuring a return on investment. This course helps Product Managers create successful products.
Financial Analyst
Financial Analysts evaluate financial data to make recommendations to organizations or individuals. This course can prepare someone to use cost benefit analysis in service of a strategy, a skill which is critical to excelling as a Financial Analyst. A Financial Analyst should understand how strategic decisions impact the financial health of an organization through the lens of risk assessment. This course helps Financial Analysts improve overall organizational performance.
Market Research Analyst
Market Research Analysts study market conditions to examine potential sales of a product or service. This course can help someone create strategies to succeed in this role, since it prepares them to analyze the current state of a business, define the future state, assess risks, and figure out a change strategy. A Market Research Analyst should also understand the importance of collecting and interpreting data so that companies can make decisions based on calculated metrics. This course can help Market Research Analysts improve overall sales and marketing performance.
Data Analyst
Data Analysts interpret data and transform it into actionable information, and this course's lessons on analyzing the current state of any business, defining the future state, assessing risks, and figuring out a change strategy may be useful. A Data Analyst should understand the importance of collecting and interpreting data so that companies can make decisions based on calculated metrics. A Data Analyst can use this course to take a company's raw data, process it, and use it to develop improved strategies.
Budget Analyst
Budget Analysts are responsible for helping organizations manage their finances by developing and monitoring budgets. This course's lessons on analyzing the current state of a business, assessing risks, and developing cost-benefit analyses may be useful for this role. An effective Budget Analyst should know how to measure their companies' financial performance using data. By learning about financial metrics, Budget Analysts can improve their budget forecasting abilities.
Project Manager
Project Managers are responsible for planning, executing, and closing projects. This course may be useful, as it provides valuable insights into strategy analysis, which is crucial for successful project planning. The skills acquired in this course help a Project Manager understand how to define project success, assess risks, and develop a change strategy. The emphasis on creating a business case is also highly relevant, as it equips a Project Manager with the ability to justify projects and secure necessary resources. This course may help ensure that projects align with organizational goals and deliver a return on investment.
Business Development Manager
A Business Development Manager focuses on identifying and pursuing new business opportunities. This course's emphasis on strategy analysis may be useful in this role, as it provides a framework for evaluating potential ventures. The course's coverage of market analysis, risk assessment, and business case development provides insights relevant to a Business Development Manager, as it enhances their ability to assess the viability of new opportunities and develop effective strategies for growth. For a Business Development Manager, this course may help in making informed decisions and driving successful business expansion.
Operations Research Analyst
Operations Research Analysts use advanced analytical techniques to improve organizational efficiency. This course may be useful, as it provides a strong foundation in strategy analysis and problem-solving. The course's emphasis on assessing risks, determining change strategies, and creating business cases aligns with the responsibilities of an Operations Research Analyst. By mastering the techniques taught in this course, an Operations Research Analyst is better equipped to optimize processes and drive organizational performance. This course may help Operations Research Analysts solve complex problems.
Compliance Officer
Compliance Officers ensure that an organization adheres to laws, regulations, and internal policies. This course may be useful for Compliance Officers, as it covers the analysis of current states, risk assessment, and the development of change strategies. A Compliance Officer who understands these concepts is well-equipped to identify and mitigate compliance risks, develop effective policies, and implement changes that ensure adherence to relevant regulations. This course may help Compliance Officers reduce risk and improve organizational governance.

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Conduct a Strategy Analysis using Business Analysis.
Introduces the Business Model Canvas, a tool for visualizing and analyzing business models. It provides a structured approach to understanding how organizations create, deliver, and capture value. This book valuable resource for understanding the different components of a business model and how they fit together.
Provides a comprehensive overview of strategic thinking and planning. It offers various frameworks and tools that can be applied to the strategy analysis process. While not a prerequisite, it provides additional depth and breadth to the course material. It useful reference for understanding different strategic approaches.

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