Business
Analysis for
Robotic Process
Automation
Student
Workbook
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Table of Contents
Table of Contents.........................................................................................................................2
Module 1: Domain Analysis..........................................................................................................4
1.1 Key Questions.....................................................................................................................4
1.2 Glossary..............................................................................................................................5
1.3 Activity 1: Journal................................................................................................................6
1.4 Activity 2: Requirement Types............................................................................................7
1.5 Activity 3: Requirement vs. Design.....................................................................................8
Module 2: Domain Analysis..........................................................................................................9
2.1 Key Questions.....................................................................................................................9
2.2 Glossary............................................................................................................................10
2.3 Activity 1: Analysis Models................................................................................................11
2.4 Activity 2: Planning for Elicitation & Collaboration............................................................12
2.5 Activity 3: Facilitation Guide..............................................................................................13
2.6 Activity 4: Stakeholder Analysis........................................................................................14
2.7 Activity 5: Business Analysis Approach, Tasks, and Risks..............................................16
Module 3: Domain Analysis........................................................................................................18
3.1 Key Questions...................................................................................................................18
3.2 Glossary............................................................................................................................19
3.3 Activity 1: Goals and Objectives Brainstorming................................................................20
3.4 Activity 2: Problem/Opportunity Statements.....................................................................21
3.5 Activity 3: The Importance of Standards: Notation...........................................................22
3.6 Activity 4: The Importance of Standards: Taxonomy........................................................24
3.7 Activity 5: Business Context Diagram: Co-Op Application Portal.....................................25
3.8 Activity 6: Evaluating Requirements Statements..............................................................26
3.9 Activity 7: Creating Requirements Statements.................................................................27
3.10 Activity 8: Adding Non-Functional Considerations/Qualifiers to Requirements
Statements..............................................................................................................................29
Module 4: Domain Analysis........................................................................................................30
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4.1 Key Questions...................................................................................................................30
4.2 Glossary............................................................................................................................31
4.3 Activity 1: Evaluating the Use Case Basic Flow...............................................................33
4.4 Activity 2: Evaluating Business Rule Types......................................................................35
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Module 1: Domain Analysis
1.1 Key Questions
What is business analysis?
What does a Business Analyst (BA) do?
Where does business analysis occur in business, product, and/or system development
lifecycles?
How do I apply business analysis practices, and how can they help me, my company, or
my clients?
How does business analysis enable the design and development of intelligent automation
solutions?
Notes
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1.2 Glossary
Throughout this module, define in your own words the terms listed in the table.
Term Definition
Changes
Needs
Solutions
Contexts
Stakeholders
Value
Business Analyst
Requirement
Design Definition
Notes
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1.3 Activity 1: Journal
Answer the following questions:
1. My initial reaction to learning about the domain of business analysis is...
2. Based on the first class, I find the following aspects of business analysis interesting
becasue...
3. I am interested in learning more about...
Notes
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1.4 Activity 2: Requirement Types
Using the requirements architecture, identify the most appropriate type of requirement for each
of the statements listed in the table.
Requirements Type
1. Account Manager must view six-months sales data
across multiple organizational units in a single view.
2. The goal is to reduce the amount of time needed to
pick and pack customer orders.
3. Display information in English and French.
4. Medical Office Administrator must be able to record
and access a medical patient’s history.
5. New users must receive hands-on instructions when
using the system.
Notes
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1.5 Activity 3: Requirement vs. Design
Using the requirements architecture, identify the most appropriate type of requirement for each
of the statements in the table.
Requirements Design
1. Account Manager must view six-months sales data
across multiple organizational units in a single view.
2. The goal is to reduce the amount of time needed to
pick and pack customer orders.
3. Display information in English and French.
4. Medical Office Administrator must be able to record
and access a medical patient’s history.
Notes
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Module 2: Domain Analysis
2.1 Key Questions
How do we begin the process for eliciting requirements?
How do we ensure they are correct?
When do we use appropriate techniques, or produce models, that ensure our stakeholders
can use the outcome of our work?
Notes
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2.2 Glossary
Throughout this module, define in your own words the terms listed in the table.
Term Definition
Analysis
Techniques
Models
Framework
Elicitation
Collaboration
Workshops
Approach
Stakeholder
Analysis
Notes
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2.3 Activity 1: Analysis Models
For your academic institution, develop one of the following models: Domain Model, Process
Model, Interface Model. Use your Student Workbook to complete the table.
Model Type Model Example
Domain Model
Process Model
Interface Model
Notes
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2.4 Activity 2: Planning for Elicitation & Collaboration
Based on the models produced for the academic institution in Unit 1, plan for and conduct an
elicitation session to verify and validate the model produced.
Step Specific Tasks/Techniques Notes/Results
1. Prepare
2. Conduct
3. Analyze/Synthesize
4. Verify & Validate
5. Communicate & Manage
Notes
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2.5 Activity 3: Facilitation Guide
Using Activity 2 as an example, how could you better prepare to conduct a workshop session?
Create a plan to detail key considerations for each phase of your facilitated workshop/session.
Workshop Purpose
Workshop Objectives
Workshop Agenda
Time Focus/Questions Results/Findings
Next Steps/To-Do
Notes
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2.6 Activity 4: Stakeholder Analysis
How could you identify and classify different types of stakeholders?
Determine the techniques you could apply to source stakeholder information when starting a
new initiative.
Types of Stakeholders
Stakeholder Purpose Types and Examples
Stakeholder Analysis Sources and Techniques
Sources and Techniques Notes
1.
2.
3.
4.
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Notes
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2.7 Activity 5: Business Analysis Approach, Tasks, and
Risks
How can you identify and classify different types of stakeholders? Determine the techniques
you could apply to source stakeholder information when starting a new initiative.
Approach Section Approach Details & Tasks Notes
Requirements Approach
Elicitation Approach
Review Approach
Approval Approach
Identify and define key business analysis risks that you have to consider prior to starting any
business analysis initiative. For each type of risk, identify approaches that could be used to
mitigate these risks.
Risk Types Risk Type Definitions Risk Type Mitigation
Approach
Requirements
Assumptions
Requirements
Constraints
Requirements
Dependencies
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Notes
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Module 3: Domain Analysis
3.1 Key Questions
What is expected of me as a BA while working on a project?
How do I begin analysis? What should I do when I am first assigned to a new initiative?
How do I know what this initiative needs to address? How do I know I’m doing the right
thing?
What is the impact of this initiative? How complex is the process?
What is scope? What is the difference between project scope and requirements scope?
Notes
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3.2 Glossary
Throughout this module, define in your own words the terms listed in the table.
Term Definition
Discovery Analysis
Vision
SIPOC Model
Business
Requirements
Process
Process Analysis
Requirements
Scope
Stakeholder
Requirements
Business Context
Diagram (BCD)
Notes
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3.3 Activity 1: Goals and Objectives Brainstorming
Based on your course/program of study, create goals that the program may seek to achieve.
For each goal identified, consider objectives that will enable the quantification and specificity of
that goal.
Goals Objectives
1.
2.
3.
4.
Notes
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3.4 Activity 2: Problem/Opportunity Statements
Review the problem/opportunity statements provided. Are either of these statements
acceptable starting point for an initiative? What issues do they pose? What may it be missing?
Problem/Opportunity Issues or missing Enhanced Statements
elements?
Statement
1. Student accounts and
academic performance
information cannot be accessed
on smart phones or tablets.
2. We need to comply with Bill C-
28, Canada’s Anti-Spam
Legislation (CASL).
Notes
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3.5 Activity 3: The Importance of Standards: Notation
Take time to review the map presented and consider the given questions.
Questions Notes
1. What is happening in this process?
2. What problems to do you identify with the
notation?
3. As a BA, what would you have to do if
using this as an input for your analysis?
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Notes
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3.6 Activity 4: The Importance of Standards: Taxonomy
Take time to review the map presented and consider the given questions.
Questions Notes
1. What level is this map?
2. What problems do you identify with the
level?
3. As a BA, what would you have to do if
using this as an input for your analysis?
Notes
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3.7 Activity 5: Business Context Diagram: Co-Op
Application Portal
Using the description provided, create a BCD (DFD L0). To do this, identify the elements
(center/scope, external entities, and data flows) to inlcude in the context diagram from the
summary.
Summary BCD
George Brown College would like to
create a Co-Op Application Management
Portal. This portal will enable employers
to submit co-op job postings, allow co-op
office staff to review and decision
(approve, decline) postings, and provide
students with the opportunity to search,
view, and apply to approved co-op job
postings. Student applications will be
submitted via the portal and sent directly
to employers. Application metrics will be
captured and send to co-op office staff
and college management in the form of a
report.
Notes
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3.8 Activity 6: Evaluating Requirements Statements
Review the High-level/Requirements Scope statements. Are they acceptable? What issues do
they pose? What may they be missing?
Requirements Issues or missing Enhanced Statements
Statement elements?
1. The system must
generate weekly MIS
reports.
2. Vendors must be able to
access records, reports,
etc.
3. Interfaces between
systems will provide
information to ERP
application.
4. An audit log shall be
available showing who
did what and when.
Notes
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3.9 Activity 7: Creating Requirements Statements
Review the BCD for the proposed Co-Op Application Management Portal. Based on the
human entities identified in the BCD, use the information flows to help in creating
High-level/Requirements Scope statements. One sample statement has been created in the
diagram.
HLR # Definition
HLR001
HLR002
HLR003
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HLR004
HLR005
HLR006
HLR007
HLR008
HLR009
HLR010
Notes
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3.10 Activity 8: Adding Non-Functional
Considerations/Qualifiers to Requirements Statements
Review the above Co-Op Application Portal Requirements Scope statements. For each,
identify and/or consider potential non-functional qualifiers to enhance these requirements.
HLR # Non-Functional Considerations/Qualifiers
HLR001
HLR002
HLR003
HLR004
HLR005
HLR006
HLR007
HLR008
HLR009
HLR010
Notes
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Module 4: Domain Analysis
4.1 Key Questions
How do we elaborate on the scope that has now been defined?
How do we ensure that our requirements will be addressed in future state?
What details are necessary for designers and developers to do their work?
How detailed do specifications need to be?
Notes
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4.2 Glossary
Throughout this module, define in your own words the terms listed in the table.
Term Definition
Solution
Requirement
Functional
Requirements
Non-Functional
Requirements
Use Case Diagram
Use Case
Specification
Business Rule
Data Requirements
Interface Analysis
Report
Requirements
Notes
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4.3 Activity 1: Evaluating the Use Case Basic Flow
Use Case
George Brown College would like to create a Co-Op Application Management Portal. This
portal will enable employers to submit co-op job postings, allow co-op office staff to review and
approve eligible postings, and provide students with the opportunity to search, view, and apply
to approved co-op job postings. Student applications will be submitted via the portal and sent
directly to employers. Application metrics will be captured and sent to co-op office staff and
college management in the form of a report.
Review this use case describing the how an employer will submit a job posting to the proposed
Co-Op Application Management Portal. Identify what information and or steps might be
missing. Identify what best practices have not been applied.
Use Case Flow
Step # Step Description Summary of Findings
1 The system presents employer with job
posting landing page.
2 User adds job posting details.
3 System requests job posting attachment if
user details have been successfully added.
4 User opens attachment search.
5 -7 User navigates to folder, selects job posting,
and attaches it.
8 System prompts user to save job posting.
9 Employer can save once satisfied.
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Notes
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4.4 Activity 2: Evaluating Business Rule Types
Scenario
George Brown College would like to create a Co-Op Application Management Portal. This
portal will enable employers to submit co-op job postings, allow co-op office staff to review and
approve eligible postings, and provide students with the opportunity to search, view, and apply
to approved co-op job postings. Student applications will be submitted via the portal and sent
directly to employers. Application metrics will be captured and sent to co-op office staff and
college management in the form of a report.
Each of the statements is a business rule. For each, determine which type and sub-type best
describes the rule defined.
Business Rule Statement Type Sub-Type
1. A co-op employer is defined as any business
who provide suitable co-op employment to a
student.
2. International students must have a valid co-op
work permit to apply for co-op jobs.
3. Co-op employers must ensure that co-op jobs
will provide with a minimum of 360 working
hours.
4. Employer co-op tax credit will be 50% of
students total compensation through the
duration of co-op.
5. A student must maintain a GPA of 3.0 to apply
for co-op jobs.
6. A student must submit both a resume and
cover letter when applying for a co-op job.
7. Students will be provided with 72 hours to
accept a co-op job offer.
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Notes
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