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

Listed here are a few practical tips that added value to my own RTMs:

RTMs can get very complex. No matter what tool you use, try to keep it simple and extract an Excel or PDF version (at least one daily snapshot) and make it available to all project team members.
Certain business rules cannot be traced, and you do not waste project time and effort writing test scripts for those unless they are critical for your organization. For example, a user will use only company domain-specific emails and not personal emails, or users should be on the company network/VPN to access an application.
Keep your RTM current. Anytime there are changes to any project artifacts such as BRD, FDD, DDD, and test scripts, make sure the RTM is reviewed and updated.
The RTM responsibility should be given to only a few team members so that only they are authorized to make additions or updates to the matrix. Always keep track of the version, even if you manage the...