Time really does fly! I canโt quite believe itโs just over two weeks until the start of theย virtual Business Analysis Conference Europe 2020ย (#BA2020). I am speaking at the event with a presentation entitledย “Systems Thinking: Practical BA Techniques for Business Agility.“, and soย I canโt help but get a little excited about the event. Itโs always a…
As anyone who has implemented a business process will tell you, whenever humans are involved there will be variation. It doesnโt matter how well-documented or well-drawn a process model is, people will put their own interpretation and their own โflairโ onto a process. This can lead to a temptation to continue specifying the process in increasing levels of detail until almost every movement and every keystroke are documented. It can lead to a temptation to rigidly enforce standardisation, to ensure that all processes are consistently followed irrespective of who is undertaking them.
There might be specific contexts when this level of control is necessary, particularly in safety critical applications. Yet in many others it is overkill, and this level of rigidity can act as handcuffs that constrain staff from actually meeting real customer needs. However many personas we create, however much data we collect, we will never uncover every customer need. There will be circumstances that we couldnโt have predicted, and this might involve us needing or wanting to service customer needs that we canโt easily predict in advance. These tricky situations might be โmoments of truthโ from the customerโs perspective.
This is when our customer-facing colleagues are faced with a dilemma: should they do what the process (and by implication the organisation) is dictating that they should do? Or should they find an option that is more suitable for the context that they find themselves in. Should they use their own judgement to balance the customerโs needs against those of the organisation?
As many of you know, I enthusiastically believe in the value that good quality Business Analysis can bring, and I love speaking, writing and presenting on this and many other topics! In a break from my normal โblogโ style, I have a very quick update for you.
It’s been a somewhat ‘unusual’ year for events and conferences, hasn’t it? I was very pleased to see that the BA Conference Europe is going virtual, meaning that it’s possible to attend from anywhere in the world. Iโm really excited to announce Iโll be speaking, with a session entitled: Systems Thinking: Practical BA Techniques for Business Agility. I can’t wait!
Progressing change is an inherently human endeavour. It doesnโt really matter how slick a change โprocessโ is, if people arenโt on-board with a common understanding of what needs to change then the initiative is unlikely to be as successful as it otherwise could have been. One challenge that we face when working with others is…
When people think of business analysis, they think of many things, but they probably donโt think of martial arts or magic.ย In this article, Paula Bell and Adrian Reed talk about these seemingly curve-ball topics, and their relevance to business analysis.
When people think about business analysis, they probably donโt think about magic or martial arts. Are there really similarities?
Organisational change is hard at the best of times, and one โwarning signโ Iโve learned to look out for is when people position a chosen โsolutionโ as logical, straightforward and somehow โeasyโ to implement. This is typified by the following statement:
โBut weโre just <<insert nature of change here>>, how hard can that be. Itโs not rocket science is it?!โ
These types of statements are often hard to rebut because they are built on logic, from the perspective of the person that expresses them. However, they rarely embrace the complexity of the situation and environment that is being changed. Let me explain, with a bit of a curve-ball exampleโฆ the tricky issue of weight loss.
Ever Tried To Lose Weight?
One thing you probably donโt know about me (unless youโve known me for a very long time), is I used to look quite different to the way I do now. Going back a few decades, I was somewhat overweight. If you saw a picture of me from back then you almost certainly wouldnโt recognise me.
When creating or โimprovingโ some kind of product, business process or service, a question that will often crop up is that of purpose. We might (quite logically) ask what the underlying purpose of the thing is, and we might even be tempted to define some kind of measures around what โsuccessโ looks like.
As outlined in my previous article, what โsuccess looks likeโ is very likely to vary depending on who we ask. It stands to reason that the perceived purpose (i.e. what โoughtโ to be) is likely to vary too. Ask ten people what an insurance companyโs primary purpose ought to be and youโll get ten different answersโprobably all of which are valid. (โMake moneyโ, โprotect policyholdersโ, โprovide information so as to reduce riskโ might be three possibilities). If the insurance company is to be successful an โaccommodationโ 1 between a range of possible and valid perspectives is likely to emerge. Lurch too far to one extreme and the viability of the organisation comes into question. The challenge is understanding which perspectives are keyโwhich form environmental constraints (e.g. regulation) and which others lead to strategic choices (e.g. which markets or customer segments to focus on).
These types of considerations apply at a more granular level also. Not only can we ask โwhat is the purpose of this companyโ we can also ask โwhat is the purpose of this product/service/processโ. Almost certainly the same types of differences in perspective will occur. Donโt believe me? Ask three people what the underlying purpose of the โIssue parking ticket when someone has parked illegallyโ process is (i.e. why it is done). Youโll likely get a range of opinions from โmake moneyโ, โincrease safetyโ or โto ensure the rule of law is respectedโ.
Thanks so much for being a subscriber/reader of my blog, I really appreciate it. ๐ย I hope that youโre finding the content useful and interesting.ย In a break from my regular โblog styleโ, I just wanted to let you know about some other resources that might be of interest to you.
BA Digest: A regular round-up of BA related articles
Iโve been creating the BA Digest newsletter for a few years now. I send this out every 4-8 weeks, and it is a round-up of a whole range of articles/videos/interesting content from around the web. I recently realised that not everyone who reads my blog might be aware of this ๐
A few days ago I was walking around Canoe lake in Southsea, lost in my own thoughts. I felt a sudden adrenaline rush as I involuntarily slowed down and swerved to avoid a small object that had dropped from above, followed by a bird (a gull) that swooped down to retrieve it. I was taken aback; Iโd probably walked past gulls doing this hundreds of times before but had never consciously thought about what they were doing and why. It was only because I nearly collided with one of them that my attention was drawn to it!
I paused for a second and watched from the side-lines. There are at least two varieties of gulls that swoop down into the water and retrieve shellfish (some sort of clam or muscle). The shellfish, understandably, arenโt keen on this encounter so tend to have their shells in the โclosedโ protective position. The gulls have figured out that the concrete besides the lake can be used as a tool for opening the shells. A shell dropped from high enough will open or shatter, leaving a tasty morsel for the gull to enjoy.
One of the first jobs I had was in an insurance brokerโs office. This was back in the day when (believe it or not) people used to buy home and motor insurance face-to-face or over the phone from a local broker. I sat in front of a monochrome โgreen-screenโ monitor in an office full of folders, secure filing cabinets and a lot of physical paperwork. Many of the โinformation systemsโ we used were entirely manual, including a โdate fileโ that was nothing more complex than an expanding folder with 31 pockets. If you wanted to remind yourself to review a particular item on the 28th, youโd put it in the pocket marked โ28โ…
A lot of my work was administrative and customer facing. It was a small office, and work was triggered by information or requests arriving. When I started work, we didnโt have e-mail, so the primary ways that information got in or out of the office were by:
Post (delivered daily, batched and sent daily)
Fax
Phone call
Face-to-face
Occasional courier/urgent document delivery
Since many of the processes were manual, work was very tangible and visible. Motor policies were applied for via a โProposal Formโ, at which point a handwritten โCover Noteโ was written. The proposal form was then sent to the insurance company by post. They then sent a โCertificateโ back a few days later. I am aware of how frighteningly archaic this all sounds, but it really wasnโt that long ago…
This tangibility somehow meant that there was an inherent hierarchy of attention. Letโs imagine it was first thing in the morning and Iโve sorted the post and Iโm working through it (based on the urgency of the items). The phone rings, Iโll pick that up because it requires an urgent response, itโs synchronous and somebody is there waiting for attention. If somebody walks in, I certainly wonโt hang up the phone, but Iโd gesture to the person to take a seat so they know Iโll be with them as soon as I can. If a fax came, or if a second bundle of mail arrived whilst I was on the phone or speaking face-to-face with someone, so what? Itโs asynchronous, it can (probably) wait. I certainly wouldnโt let a newly-arrived fax or letter interrupt a face-to-face conversation with a customer (unless there was a very, very good reason to do so).
Technology and Intangibility Disrupts the Perceived Hierarchy