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Business Analysis Process

Tableau Learning Partner Instructor

The Business Analysis Process course will give you a foundational understanding of the process of business analysis and will introduce you to a framework that can be used within a variety of industries and organizations. You’ll see how an analyst assesses a business problem, prepares business requirements, and implements a solution. You will learn how to identify stakeholders, to analyze them, and to define their role in a business analysis project. You’ll also learn how to gather requirements from these stakeholders, analyze them, and create a business requirements document that conforms to industry best practices. Lastly, you’ll explore the functions and practical uses of crafting visual models, gaining hands-on experience in creating common models used by business intelligence analysts.

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The Business Analysis Process course will give you a foundational understanding of the process of business analysis and will introduce you to a framework that can be used within a variety of industries and organizations. You’ll see how an analyst assesses a business problem, prepares business requirements, and implements a solution. You will learn how to identify stakeholders, to analyze them, and to define their role in a business analysis project. You’ll also learn how to gather requirements from these stakeholders, analyze them, and create a business requirements document that conforms to industry best practices. Lastly, you’ll explore the functions and practical uses of crafting visual models, gaining hands-on experience in creating common models used by business intelligence analysts.

This course is for anyone who is curious about entry-level roles that demand fundamental Tableau skills, such as business intelligence analyst or data reporting analyst roles. It is recommended (but not required) that you have some experience with Tableau Public, but even if you're new to Tableau Public, you can still be successful in this program.

By the end of the course, you will be able to:

-Demonstrate an in-depth knowledge of the business analysis process.

-Describe the methods used to identify stakeholders, and define their role in a business analysis project.

-Describe the methods used for gathering requirements from stakeholders.

-Create a business requirements document that conforms to industry best practices.

-Create a visual model of a business process.

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What's inside

Syllabus

Business Analysis Process
Welcome to the Business Analysis Process course, the second course in the Tableau Business Intelligence Analyst Professional Certificate. In the previous course, you briefly learned about the differences between business analytics and business analysis. While this certificate is geared toward preparing you for a career in business analytics, it is important for you to understand the field of business analysis for the reasons listed below. Note that business analytics is performed by a business intelligence (BI) analyst, whereas business analysis is performed by a business analyst. As a BI analyst, understanding the role of a business analyst can help you to better collaborate with them to gather data from various parts of the organization, identify issues, and recommend solutions based on data insights. This collaboration can result in better-informed decision-making and more effective strategies for achieving business success. In this course, you’ll learn about a framework for the business analysis process, which, at a high level, involves understanding the business problem, determining the requirements to solve the problem, and then delivering a solution. This week, you’ll dive into the first part of the framework, which involves understanding the business problem.
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Requirements Elicitation
Welcome to the second week of the Business Analysis Process course! Last week, you learned about what goes into assessing a business problem. After understanding the problem, it might be tempting to start immediately thinking about the solution, but it’s important to first take time to gather more information from stakeholders to ensure the problem is solved effectively. This process of gathering requirements is the focus of this module. Specifically, you will learn what it means to gather and analyze business requirements, why it is important, and specific techniques to elicit requirements. Let’s get started!
Business Analysis Visual Models
Welcome to the third week of the Business Analysis Process course! In the previous week, you learned how to gather and analyze business requirements. This week, we will be delving into the world of visual models for business analysis. Visual models are an essential tool for business analysts, as they help to communicate complex information in a simple and intuitive way. In this module, you will learn about the purpose and applications of visual models and get hands-on practice creating two specific types of visual models. Let’s begin!
Business Requirements Document
Welcome to the fourth and final week of the Business Analysis Process course! Last week, you learned how to create different visual models that can be used for business analysis. In this final week, you will learn how to create a business requirements document to outline your analysis and potential solutions. Additionally, you will learn how solutions are communicated, implemented, and evaluated. Time to dive in!

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Introduces the foundational concepts of Business Analysis and provides a framework that is applicable to a variety of industries and business organizations
Focuses on teaching the Business Analyst's role in understanding a business problem and how to define solutions
Emphasizes gathering, analyzing, and documenting business requirements, and creating visual models to illustrate business processes
Suitable for individuals interested in entry-level roles, such as Business Intelligence Analyst or Data Reporting Analyst, requiring fundamental Tableau skills

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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 Business Analysis Process with these activities:
Review topic: Process Analysis
Reviewing process analysis will prepare you for deeper understanding of the course's focus on frameworks for business analysis and industry best practices.
Browse courses on Process Analysis
Show steps
  • Break down the process into its component steps.
  • Identify a process to analyze that is related to your work or personal life.
  • Identify any bottlenecks or inefficiencies in the process.
Review: The Lean Startup by Eric Ries
This book provides valuable insights into the principles of lean methodology, which can be applied to the business analysis process to enhance efficiency and effectiveness.
Show steps
  • Read the book and take notes on key concepts.
  • Identify how lean principles can be applied to business analysis projects.
  • Discuss your findings with a peer or mentor.
Follow tutorials on Advanced Tableau Features
Exploring advanced Tableau features through tutorials will broaden your capabilities in data visualization and analysis, enhancing your value as a business intelligence analyst.
Browse courses on Tableau
Show steps
  • Identify areas where you want to enhance your Tableau skills.
  • Find tutorials that cover those specific features.
  • Follow the tutorials and practice the techniques.
Five other activities
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Show all eight activities
Create a Business Requirements Document template
Creating a BRD template will strengthen your understanding of the structure and content of a BRD and how it aligns with industry best practices.
Show steps
  • Identify the sections and subsections that are typically included in a BRD.
  • Define the purpose and scope of each section.
  • Create a template that includes the appropriate headings and formatting.
Create a business requirements document (BRD)
Reinforces understanding of requirements elicitation and documentation best practices.
Browse courses on Requirements Gathering
Show steps
  • Gather and analyze business requirements from various stakeholders
  • Craft a clear and concise business requirements document (BRD) that outlines the project's scope, objectives, and constraints
  • Review and iterate on the BRD based on stakeholder feedback
Conduct a business analysis on a real-world scenario
Provides hands-on experience applying the business analysis process to identify problems and develop solutions.
Browse courses on Business Analysis
Show steps
  • Identify a business problem within an organization or industry
  • Gather requirements from stakeholders through interviews and documentation analysis
  • Analyze requirements to determine the scope and feasibility of the project
  • Develop a solution that meets the identified business needs
  • Present the solution to stakeholders for feedback and approval
Develop a Visual Model for a Business Process
Creating a visual model will provide you with hands-on experience in applying the concepts of visual modeling to real-world business scenarios.
Show steps
  • Choose a business process to model.
  • Identify the key stakeholders and their roles in the process.
  • Select an appropriate visual modeling technique (e.g., flowchart, swimlane diagram).
  • Create the visual model.
Mentor Junior Business Analysts
Mentoring others will solidify your understanding of business analysis concepts and provide practical experience in guiding others through the learning process.
Show steps
  • Identify junior business analysts who are seeking mentorship.
  • Share your knowledge and experience with them.
  • Provide guidance and support to help them develop their skills.
  • Regularly assess progress and provide feedback.

Career center

Learners who complete Business Analysis Process will develop knowledge and skills that may be useful to these careers:
Business Analyst
Business analysts are responsible for understanding business problems and developing solutions to address them. This course provides a foundational understanding of the business analysis process, which can help business analysts to be more effective in their roles. The course covers topics such as how to identify stakeholders, gather requirements, and create business requirements documents. This knowledge can help business analysts to better understand the needs of the business and develop solutions that meet those needs.
Data Analyst
Data analysts use data to solve business problems. This course can help data analysts to develop the skills they need to be successful in their roles. The course covers topics such as how to gather and analyze data, and how to communicate data insights to stakeholders. This knowledge can help data analysts to make better use of data to improve business outcomes.
Business Intelligence Analyst
Business intelligence analysts use data to identify trends and patterns that can help businesses make better decisions. This course can help business intelligence analysts to develop the skills they need to be successful in their roles. The course covers topics such as how to gather and analyze data, and how to communicate data insights to stakeholders. This knowledge can help business intelligence analysts to make better use of data to improve business outcomes.
Management Consultant
Management consultants help businesses to improve their performance. This course can help management consultants to develop the skills they need to be successful in their roles. The course covers topics such as how to identify business problems, gather requirements, and develop solutions. This knowledge can help management consultants to better understand the needs of businesses and develop solutions that meet those needs.
Product Manager
Product managers are responsible for developing and launching new products. This course can help product managers to develop the skills they need to be successful in their roles. The course covers topics such as how to identify customer needs, gather requirements, and develop product roadmaps. This knowledge can help product managers to develop products that meet the needs of customers and achieve business goals.
Project Manager
Project managers are responsible for planning, executing, and closing projects. This course can help project managers to develop the skills they need to be successful in their roles. The course covers topics such as how to identify project stakeholders, gather requirements, and develop project plans. This knowledge can help project managers to better manage projects and achieve project goals.
Data Scientist
Data scientists use data to solve business problems. This course can help data scientists to develop the skills they need to be successful in their roles. The course covers topics such as how to gather and analyze data, and how to communicate data insights to stakeholders. This knowledge can help data scientists to make better use of data to improve business outcomes.
Operations Research Analyst
Operations research analysts use mathematical and analytical techniques to solve business problems. This course can help operations research analysts to develop the skills they need to be successful in their roles. The course covers topics such as how to gather data, develop models, and analyze results. This knowledge can help operations research analysts to make better use of data to improve business outcomes.
Software Engineer
Software engineers design, develop, and maintain software systems. This course can help software engineers to develop the skills they need to be successful in their roles. The course covers topics such as how to gather requirements, design software systems, and test software. This knowledge can help software engineers to develop software systems that meet the needs of users and achieve business goals.
Financial Analyst
Financial analysts use financial data to make investment recommendations. This course can help financial analysts to develop the skills they need to be successful in their roles. The course covers topics such as how to gather and analyze financial data, and how to communicate financial insights to stakeholders. This knowledge can help financial analysts to make better use of data to improve investment decisions.
Risk Analyst
Risk analysts identify and assess risks that could affect a business. This course can help risk analysts to develop the skills they need to be successful in their roles. The course covers topics such as how to identify risks, assess risks, and develop risk mitigation plans. This knowledge can help risk analysts to better manage risks and protect businesses from harm.
Compliance Officer
Compliance officers ensure that businesses comply with laws and regulations. This course can help compliance officers to develop the skills they need to be successful in their roles. The course covers topics such as how to identify compliance risks, develop compliance programs, and monitor compliance. This knowledge can help compliance officers to better manage compliance risks and protect businesses from legal liability.
Accountant
Accountants prepare and maintain financial records. This course can help accountants to develop the skills they need to be successful in their roles. The course covers topics such as how to record financial transactions, prepare financial statements, and file tax returns. This knowledge can help accountants to better manage financial records and comply with laws and regulations.
Tax Preparer
Tax preparers prepare tax returns for individuals and businesses. This course can help tax preparers to develop the skills they need to be successful in their roles. The course covers topics such as how to calculate taxes, complete tax forms, and file tax returns. This knowledge can help tax preparers to better prepare tax returns and comply with tax laws.
Auditor
Auditors examine financial records to ensure accuracy and compliance. This course can help auditors to develop the skills they need to be successful in their roles. The course covers topics such as how to gather evidence, analyze evidence, and report on findings. This knowledge can help auditors to better identify and report on financial irregularities.

Reading list

We've selected 19 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 Business Analysis Process.
Provides a comprehensive guide to Tableau, covering topics such as data visualization, data analysis, and data exploration. It valuable resource for business analysts who want to master Tableau.
Provides a comprehensive overview of the business analysis process, from planning and requirements gathering to solution development and implementation. It valuable resource for business analysts of all levels.
Provides a comprehensive overview of the business analysis and intelligence process, including techniques for eliciting requirements, creating visual models, and documenting solutions. It valuable resource for anyone new to the field.
This handbook practical guide to the business analysis process, covering topics such as stakeholder analysis, requirements gathering, and solution development. It useful reference for business analysts at all levels.
Comprehensive guide to requirements engineering, covering the entire lifecycle of requirements from elicitation to validation. It valuable resource for both software engineers and business analysts.
Provides a practical guide to data visualization, covering topics such as data visualization principles, data visualization techniques, and data visualization tools. It valuable resource for business analysts who want to communicate data effectively.
Provides a comprehensive overview of business analysis techniques, including techniques for eliciting requirements, creating visual models, and documenting solutions. It valuable resource for business analysts at all levels.
Practical guide to using visual models in business analysis. It covers a variety of modeling techniques, including use cases, activity diagrams, and data flow diagrams.
Practical guide to business process modeling, covering the entire lifecycle of process modeling from discovery to implementation. It valuable resource for both business analysts and process engineers.
Classic textbook on object-oriented analysis and design. It covers all aspects of the object-oriented development lifecycle, including requirements gathering, analysis, design, implementation, and testing.
Is the official guide to the Unified Modeling Language (UML). It provides a comprehensive overview of the UML, including its syntax, semantics, and usage.
Provides a comprehensive overview of business intelligence, covering all aspects of the BI lifecycle, from data collection to analysis to reporting.
Provides a comprehensive overview of data mining, covering all aspects of the data mining process, from data collection to analysis to interpretation.
Provides a comprehensive overview of econometrics, covering all aspects of the econometric process, from data collection to analysis to interpretation.
Provides a comprehensive overview of marketing research, covering all aspects of the marketing research process, from problem definition to data collection to analysis to reporting.
Provides a comprehensive overview of financial management, covering all aspects of the financial management process, from financial planning to capital budgeting to investment analysis.
Provides a comprehensive overview of operations management, covering all aspects of the operations management process, from process design to inventory management to quality control.
Provides a comprehensive overview of strategic management, covering all aspects of the strategic management process, from environmental analysis to strategy formulation to strategy implementation.

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