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Набір бізнес-аналітика

Аналіз за BABOK від початку до кінця: план, виявлення, аналіз стратегії, вимоги й правила, рев'ю, трасування та оцінка рішення.

Шаблонів: 24, кроків: 6, у порядку використання. Відкрийте будь-який шаблон у редакторі, заповніть його та експортуйте в PDF, DOCX або HTML.

Крок 1

Планування

  1. Business Analysis Plan Template

    Повний

    Plan for BA work: approach decision, stakeholder engagement, decision rights and change control, information management, BA performance measures, effort, risks

    BABOK Guide v3, chapter 3 (structure only)
  2. Requirements Management Plan Template

    Стандарт

    Elicitation approach, RACI, requirement attributes, prioritisation, baseline and change control, traceability, metrics

    BABOK Guide v3 (named); ISO/IEC/IEEE 29148:2018 clause 6.6
  3. Stakeholder Register and Engagement Plan Template

    Стандарт

    Stakeholder register with interest, influence, attitude, power/interest grid, engagement gaps, actions and communication preferences

Крок 2

Виявлення вимог

  1. Discovery Workshop Plan and Record Template

    Повний

    Workshop series plan and record: objectives, participants, data requests, schedule, agendas, capture IDs, pain points, requirements, fit-gap, playback

    IIBA BABOK Guide v3 (Elicitation and Collaboration, Workshops); SAP Activate Explore
  2. Stakeholder Interview Guide Template

    Повний

    Interview programme and question bank: information and agreement script, structure, core and role questions, NFR probes, probing techniques, notes sheet, coding, coverage

    IIBA BABOK Guide v3 (Interviews); ISO/IEC 25010:2023; GDPR Art. 5 and 13
  3. Workshop Agenda Template

    Стандарт

    Workshop: purpose and output, facilitation roles, participants, accessibility and remote logistics, pre-work, decision methods, timed agenda, results, actions

Крок 3

Аналіз

  1. Current-State (As-Is) Assessment Template

    Повний

    As-is baseline: applications, integrations, data, infrastructure, security (CSF 2.0), operations (DORA), quality, cost (FOCUS), contracts, findings, gaps

    TOGAF 10th Ed. (baseline, gap analysis names); AWS portfolio assessment; ISO/IEC 25010:2023; NIST CSF 2.0; DORA metrics; FOCUS 1.4
  2. Business Capability Map and Heatmap Template

    Повний

    Capability modelling rules, L1 to L3 hierarchy, definitions catalogue, maturity and importance scoring, heatmap, value stream and app mapping

    TOGAF Series Guide: Business Capabilities, Version 2 (G211); BIZBOK Guide v15
  3. SWOT Analysis Template

    Стандарт

    SWOT with decision scope, impact scale, evidence and source columns, summary quadrant, TOWS cross-analysis (SO, WO, ST, WT), ranked actions

    SWOT technique; TOWS matrix (Weihrich, 1982)
  4. PESTLE Analysis Template

    Стандарт

    Political, economic, social, technological, legal and environmental factors with dated evidence, impact x likelihood scores, priorities, monitoring

  5. Fit-Gap Analysis Template (Fit-to-Standard for ERP, CRM, SaaS)

    Повний

    Fit-to-standard workshops, classification rules, fit-gap register, gap scoring, resolution options, upgrade impact, decisions, backlog handoff

    Fit-to-standard concept of SAP Activate (Explore) and the Dynamics 365 implementation guide
Крок 4

Специфікації

  1. Business Requirements Specification (BRS) Template

    Повний

    Business purpose, measurable objectives, processes, rules, business requirements with attributes, success metrics (BRS/BRD)

    ISO/IEC/IEEE 29148:2018 (Edition 3 at DIS)
  2. Stakeholder Requirements Specification (StRS) Template

    Повний

    Stakeholder needs per group with attributes, business context, operational modes, scenarios and traceability (StRS)

    ISO/IEC/IEEE 29148:2018 (Edition 3 at DIS)
  3. Business Process Document Template (SIPOC)

    Стандарт

    Business process description: owner, scope, SIPOC, swimlane process map, step table, controls, KPIs, exceptions, related processes

  4. Fully Dressed Use Case Template (Cockburn)

    Стандарт

    One actor goal: scope, level, stakeholders and interests, guarantees, main scenario, lettered extensions, variations

    Alistair Cockburn, Writing Effective Use Cases (2001); OMG UML 2.5.1
  5. Business Rules Catalogue Template

    Стандарт

    Business rules: types and conventions, catalogue with ID, statement, type, source, owner, enforcement level, details, enforcement points, change log

    BABOK Guide v3 technique 10.9; OMG SBVR 1.5
  6. Data Requirements Specification Template

    Стандарт

    Data entities, dictionary, ISO/IEC 25012 quality requirements, retention, privacy classification, lineage, interfaces and migration

    ISO/IEC 25012:2008 characteristic names
  7. NFR Catalogue Template (ISO/IEC 25010:2023, 29148)

    Повний

    NFR register with metric, target, minimum, priority, source, verification; 25010:2023 categories plus operability, compliance, cost; traceability

    ISO/IEC 25010:2023; ISO/IEC/IEEE 29148:2018
Крок 5

Верифікація

  1. Requirements Review Checklist Template

    Стандарт

    Requirements inspection: review details, per-requirement checks by 29148 characteristic, set checks, defect log, defect density summary, sign-off

    ISO/IEC/IEEE 29148:2018 5.2.5 and 5.2.6 (names only); INCOSE GtWR v4
  2. Requirements Traceability Matrix (RTM) Template

    Стандарт

    Forward and backward links from business need to tests and results, coverage metrics, orphan analysis, change impact

    ISO/IEC/IEEE 29148:2018 (Edition 3 at DIS stage)
  3. Change Request and Change Log Template

    Стандарт

    Project change request with impact on scope, schedule, cost, quality and risk, options, CCB decision record, change log and flow

Крок 6

Оцінювання та безпека

  1. Feasibility Study Template (TELOS)

    Повний

    Feasibility study across technical, economic, legal, operational and scheduling dimensions with scoring, costs, risk and sensitivity

    TELOS feasibility framework
  2. Business Case Template (Five-Case Model)

    Повний

    Strategic, economic, commercial, financial and management cases, options appraisal, NPV, IRR, WACC, payback, sensitivity, benefits and risks

    HM Treasury business case guidance (five case model); Green Book 2026 (discounting updated 2026-10-28)
  3. Solution Evaluation Report Template

    Стандарт

    Post-launch evaluation: measures with baseline, target and actual, attainment, solution and enterprise limitations, recommendations, decision

    BABOK Guide v3, chapter 8 (structure only)