Business Analyst Documents and Its Uses

As a business analyst, understanding the documents needed to move a project forward is key. From requirements and reports to project plans and user stories, the right documents can help manage resources, time, and costs while ensuring the desired objectives are met. Explore seven essential business analyst documents here.

Business Analyst Documents
Business Analyst Documents

Business Requirements Document (BRD).

The Business Requirements Document (BRD) provides a comprehensive overview of the business requirements that must be met in order for the proposed project or system to be successful. It outlines the scope, process flow, objectives, and deliverables for each phase of the project. This document generally forms part of the project charter, which provides an outline of all stakeholders involved in the project, defines purpose and scope and clarifies roles and responsibilities.

Requirements Traceability Matrix (RTM).

The Requirements Traceability Matrix (RTM) is a document that maps out the business and technical requirements between the project phases. It serves as an audit trail for tracking progress on the project. The RTM helps ensure that all of the requirements have been implemented in a timely and accurate manner, enabling teams to track changes in design or implementation when needed. This document can be used as reference throughout the life cycle of the project to maintain clear communication among stakeholders, identify any gaps or redundancies, and manage risk.

SOW and Acceptance Criteria.

The Statement of Work (SOW) is a document that outlines the scope, timeline, and deliverables expected in the work agreement between the business analyst and their client. The Acceptance Criteria is used to define and validate successful completion of project tasks or deliverables. It sets out the conditions that must be met for a result or deliverable to be accepted by all stakeholders as required quality. By including both documents in the project requirements, stakeholders can detect errors early on and ensure expectations are managed appropriately.

Process Flows / Workflows.

Process Flows, also known as Workflows, are visual diagrams that illustrate the flow of activities and tasks that must be completed in order to achieve a particular goal. Process Flow diagrams are particularly useful for identifying potential areas of improvement and automation opportunities. Additionally, they can help members from all cross-functional teams understand the overall process better and how their individual contributions impact each other’s work.

Use Cases and User Stories.

A Use Case is a document that outlines the different steps or scenarios necessary to complete an activity. For example, if you are designing a website, you would likely create several use cases, such as one outlining the steps necessary to buy a product and another outlining the process for creating a new user account. User Stories are similar to Use Cases in that they document the different scenarios necessary to achieve a goal. However, User Stories generally focus on how users interact with the product rather than what tasks need to be completed. This can also help stakeholders understand potential user needs better and improve usability of products and services.

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