Business Analyst Induction

1. Objective
This document aims to provide the business analyst with knowledge regarding the main activities to be
carried out and the artifacts to be delivered in every phase of a software development project in Axcess
Financial.

2. Project Phases
2.1

Inception Phase

There are two important activities that the business analyst should be able to carry out during the
Inception Phase. These activities and the artifacts related to are listed in the following chart:
Activity

Artifact

1. Elaborate the
Business
Requirements
Document (BRD)

BRD

2. Carry out the JAD

Sessions

Meeting
Minutes

Axcess Financial

Objective
Identify the business
needs at a first glance,

Extract most of the

functional and non
functional requirements
of the project at a lowmedium detail level

Reference Material
(uploaded in Alfresco)
Mastering Requirements Process
Second Edition.pdf
Route:
Axcess Financial Enterprise
Architecture Site -> Team
Reference Material -> Books and
Guides reference
Meeting Minutes Template.docx
Route:
Cash Generator Site -> EPOS ->
01 Inception Phase -> 02 JAD
Sessions

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2.2

Elaboration Phase

Once the Inception Phase is completed, the business analyst should have a better understanding of the
business needs and requirements. Therefore, the Elaboration Phase takes place and the main activities
related to this phase can be resumed in the following chart.
Activity
1. Conduct meetings with stakeholders

2. Communicate actively within the business analysts

team

3. Conduct meetings with team members from

different areas: Development, Quality Assurance,
etc.
4. Elaborate the artifact that will be reviewed and
used by the Development, Architectural and Quality
Assurance teams

2.2.1

Objective
Carry out a detailed level of requirements
analysis.
Show the progress of the proposed solution by
the use of screen mock-ups or activity
diagrams.
Foster a teamwork environment.
Align the requirements and business needs
understanding within the team.
Foster a teamwork environment.
Align the requirements and business needs
understanding among the different team
members.
Be an accurate and reliable start point of the
development, testing, and implementation
processes.

Artifact

The artifact to be provided by the business analyst in this phase is the Use Case Specification, whose
template can be found in Cash Generator Site -> EPOS -> 02 Elaboration Phase -> 01 Use Cases.
Besides the specification of a use case, the production of this artifact implies the elaboration of:
i.
ii.
iii.
iv.

2.2.2

A use case diagram, accessed through the html version of the EA project.
An activity diagram, accessed through the html version of the EA project.
Screen mock-ups, accessed through screen shots pasted on the use case specification word
document.
A table with input and output data included in the use case specification word document.

Enterprise Architecture

This section describes the way the business analyst should work using the Enterprise Architecture Tool.
A. For each module:
1. List the functional and non functional requirements and upload them to the EA tool within the
Requirements Package.

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Refer to the Requirements Management in Enterprise Architecture.pdf book uploaded in
Cash Generator Site -> Team Reference Material as a helpful reading for the business analyst to
accomplish this task.
As a first instance, the requirements can be extracted from the documents generated during the
Inception Phase:
i.
BRD
ii.
JAD Meeting Minutes
iii.
List of enhancements identified and prioritized
For the EPOS project, the documents to be used for this purpose are:
i.
BRD: EPOS -> 01 Inception Phase -> 01 BRD -> EPOS CashGenerator BRD v10.docx
ii.
iii.

iv.
v.

JAD Meeting Minutes: EPOS -> 01 Inception Phase -> 02 JAD Sessions -> 02 Meeting
Minutes
Business Rules & Considerations: EPOS -> 01 Inception Phase -> 02 JAD Sessions -> 01
Business Rules & Considerations.
List of Enhancements: EPOS -> 01 Inception Phase -> 02 JAD Sessions -> 04 Enhancement
Sessions -> JAD Enhancement Sessions - List & Priorities.xlsx.
CashGen (EPOS) Enterprise Vision and Enhancements: EPOS -> -> 01 Inception Phase -> 02
JAD Sessions -> 04 Enhancement Sessions.

In the Enterprise Architecture, the Requirements Package is used as it can be seen in the figure
below:

Figure 1 - Requirements Package

2. Design the Domain Model taking as an input the requirements identified in the previous step. The
idea is that this domain model will be refined as the elaboration phase progress.

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Business Analyst Induction

Refer to chapter #2 from the UseCaseDriven.pdf book uploaded in Axcess Financial Enterprise

Architecture Site -> Team Reference Material -> Books & Guide Reference as a helpful reading for
the business analyst to accomplish this task. The password to read the book is
hflores_98@yahoo.com
In the Enterprise Architecture, the Domain Analysis View Package from the Analysis View Package
is used as it can be seen in the figure below:

Figure 2 - Domain Analysis View Package

3. Work with a centralized Actors Diagram Package within the Use Case View Package. If a new
actor is identified, this package is the right place to add it.

Figure 3 - Actos Diagram

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4. Work with a centralized Package Diagram that consolidates all the uses cases identified by each
module. This gives the analyst and any stakeholder a better overview of the scope of the project.
In the Enterprise Architecture, the Package Diagram from the Use Case View Package is used as
it can be seen in the figure below:

Figure 4 - Package Diagram

5. Create the Use Case Model for the module assigned to the business analyst, e.g., Sales Counter,
Buying Counter, etc.
In the Enterprise Architecture, the Use Case View Package is used as it can be seen in the figure
below:

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Business Analyst Induction

Figure 5 - <Module> Use Case Model

6. Map the requirements with use cases to ensure traceability.

Figure 6 - Relate Requirements with Use Case

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For each Use Case (Parent):
1. Design the Activity Diagram. In the Enterprise Architecture, the Activity Diagram Package from the
Analysis View Package is used as it can be seen in the figure below:

Figure 7 - Activity Diagram

2. Do the Use Case Specification. For this purpose, refer to the Use Case Specification template
uploaded in Cash Generator Site -> EPOS -> 02 Elaboration Phase -> 01 Use Cases.
The name of the file comprises: name of the project + Use Case Code + Description of the use case
parent. For example: EPOS-BC-UC01-Create a Direct Purchase.docx

3. Do the Screen Mockup using Pencil, as simple as possible to be showed to the end user.
The website to download this tool is: http://pencil.evolus.vn/en-US/Home.aspx

Important:
Before uploading any artifact (use case specification) in Alfresco, the business analyst should make sure
that the steps described in this section are done accurately.

Axcess Financial

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