You're reading from The Salesforce Business Analyst Handbook Proven business analysis techniques and processes for a superior user experience and adoption

Product type Paperback

Published in Nov 2022

Publisher Packt

ISBN-13 9781801813426

Length 232 pages

Edition 1st Edition

Tools

Salesforce

Concepts

Business Process Management

Author (1):

Srini Munagavalasa

Preface

1. Part 1: Planning and Analysis – BRD/Prioritized Product Backlog

2. Chapter 1: Identifying Requirements FREE CHAPTER

3. Chapter 2: Elicitation and Document Requirements

4. Chapter 3: Prioritizing Requirements

5. Chapter 4: Process Flows – “As-Is” versus “To-Be”

6. Chapter 5: Business Requirements Document

7. Part 2: Design, Development, and Testing – Iterative Cycles with Prototypes and Conference Room Pilots

8. Chapter 6: Solution Design and Functional Document

9. Chapter 7: Demonstrate Functionality Using Prototypes

10. Chapter 8: Exploring Conference Room Pilots

11. Chapter 9: Technical and Quality Testing

12. Chapter 10: Requirements Traceability Matrix

13. Part 3: End User Testing, Communication, Training, and Support

14. Chapter 11: User Acceptance Testing

15. Chapter 12: Communication and Knowledge Management

16. Chapter 13: End User Training

17. Chapter 14: Post Go-Live Support / User Forums

18. Assessments

19. Index

20. Other Books You May Enjoy

Practical tips for success

A few practical tips that can be of benefit during your CRP sessions are as follows:

Use templates: Standardize and use the same format for all your CRPs, for example, Agenda, PowerPoint Deck, or an issues/enhancement tracker. This helps participants get comfortable with processes and procedures.
Communication with stakeholders and project team members: Send status reports periodically with action items and due dates to all participants and possibly include their managers and other project team members who are not at the meeting. Make all artifacts available (a read-only version) on a central document management system that team members can access, such as a SharePoint/Teams site or a document management tool of your choice.
Engage leads: Always make it a point to engage leads so that resources assigned to the project are completely motivated for the entire duration of the session. Also, provide feedback, especially where positive, to respective...