Template Contents
Analysing business and process needs is a CORE part of the business analysts skills.
So use these templates and spend productive time conducting a thorough analysis.
Search here for any template you need so you don't have to scroll through them all:
33. Value Proposition Analysis Template
The customer perspectives of an organisation.
Why customers choose the organisation
Why a customer will purchase from you rather than another supplier
The Value Proposition Analysis answers these questions
Extremely helpful when improving processes
3 customer categories:
- Owners or Senior Managers
- Partners or Resellers
- End Customers
34. Value Chain Analysis Template
Originally developed by Michael Porter
Very useful for Business Process Improvement
It helps to understand the VALUE an organisation delivers
AND it helps ensure a customer focus
This template gives a working example of a Finance Service Centre
But is also great for an organisation overall.
FIRST find the value DOING activity
Then ask yourself this:
‘What is this value chain for?’
35. Organisation Diagram Template
This diagram pulls together the external business environment and internal value chain
It helps to show what the org is facing in the external environment
The value chain process is shown within the box representing the organisation
It really helps us Analysts communicate with business managers and staff
How?
By setting out the areas of work, providing basis for discussing process related areas.
36. Business Event Analysis Template
Events are occurrences where and org MUST respond
Business Event Analysis examines a business system or an area of activity.
Then identifies events that the org needs to handle
There are a few event types:
- External Events
- Internal Events
- Time-Based Events
Events also help YOU clarify all the components within a particular area
You can even uncover tacit knowledge in identifying areas the user didn’t see as important.
37. Business Process Modelling Template
The one you’ve been waiting for?
I say that because:
Business Process Modelling is one of the BEST, MOST POPULAR and BENEFICIAL for understanding a business process end-to-end
It shows many of the key elements of a business process
- Business Events
- Tasks
- Actors
- Sequence Flow
- Decisions
- Endpoint or Outcome
- The timeline (optional)
There are many approaches
But in my view:
UML is a great way
Or Rummler Brache is another good way to build a process model
Read more about process modelling in my post Process Mapping How to achieve Ultimate Benefits
38. Business Rules Analysis Template
Business Rules underpins the way an org carries out its work.
They determine decisions, information distribution AND tasks.
Business Rules include
- Legal & Regulatory
- Organisational Policy
- Operational Procedures
There’s little point in challenging legal and regulatory rules
HOWEVER, Operational rules are the most likely to be challenged
It is vital that business rules a considered during business process modelling
So download the template and get to work immediately.
39. Decision Tables and Trees Template
This template shows a set of conditions that may be combined to determine the required course of action
Providing a CLEAR, unambiguous means of documenting conditions
Decision Trees offer a different means of showing conditions.
Combining them enables you to determines the correct course of action
The Book gives some great examples of decision analysis so make sure you purchase it today.
40. Gap Analysis Template
Concerned with examining two views of a business situation
1. As it is NOW
2. As it SHOULD BE in the future
That’s it
It’s a simple concept and the typical approach to a gap analysis is:
1. INVESTIGATE, model and analyse the current situation. The output? A set of As-Is Business Process Models
2. ANALYSE perspectives and develop a representation of the desired situation. The output? Usually a set of ‘To-Be’ process models
3. IDENTIFY actions needed to take your business from the current situation to the desired situation by comparing the two views. The output? A list of Change actions that need to be made.