The Business Case for Requirements Traceability Deb Marshall, CBAP Columbus Ohio IIBA Chapter BAPDD September 5, 2014

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD  What is Requirements Traceability  When (and when not) to trace requirements  How the benefits outweigh the costs  Why Requirements Traceability is essential to the success of every project 2 Presentation Objectives To answer the following questions:

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 3 Requirements Traceability Requirements traceability identifies and documents the lineage of each requirement …its relationship to other requirements …and other artifacts in the development process. A Guide to the Business Analysis Body of Knowledge (BABOK Guide), version 2.0, pp. 68 ©2005, 2006, 2008, 2009, International Institute of Business Analysis. Per the BABOK 2.0…

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD How often do you use Requirements Traceability on your projects? 4 Quick Pulse Check… Who on your project do you most need to convince of the value of Requirements Traceability?

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 5 Traceability: Between Requirements Types Business Stakeholder Solution Building Business Capability Conference, October, 2010 EBG Consulting Inc., Copyright © 2010 Goal Feature Use Case / User Story Functional Requirement Non-Functional Requirement (Why) (What) (How, When, Where)

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 6 Traceability: Horizontal and Vertical Kannenberg, A. & Saiedian, H. (2009, July). Why Software Requirements. Retrieved May 16, 2014 from Cross Talk Online:

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 7 Perceptions AdministriviaMind-Numbing BoringWaste of time Non-value Added Tedious

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 8 BENEFITS JUSTIFICATION Making the Business Case “Presents the information necessary to support a go/no go decision to invest and move forward with a proposed project” A Guide to the Business Analysis Body of Knowledge (BABOK Guide), version 2.0, p. 97 ©2005, 2006, 2008, 2009, International Institute of Business Analysis. CONSTRAINTS

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 9 Making the Business Case Effort BENEFITS When you have a hammer, everything looks like a nail. JUSTIFICATION CONSTRAINTS

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 10 Making the Business Case Tools BENEFITS Effort JUSTIFICATION CONSTRAINTS

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 11 Making the Business Case Schedule BENEFITS ToolsEffort JUSTIFICATION CONSTRAINTS

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 12 Making the Business Case Scope “When business objectives are traced to detailed requirements such as business rules, data elements, and use cases it is clear how they will be accomplished.” BENEFITS A Guide to the Business Analysis Body of Knowledge (BABOK Guide), version 2.0, pp ©2005, 2006, 2008, 2009, International Institute of Business Analysis. Schedule ToolsEffort JUSTIFICATION CONSTRAINTS

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 13 Making the Business Case “Traceability ensures that every requirement has a business purpose, and that no requirement is superfluous.” BENEFITS Masters, M. (2011, May 16). An Introduction to Requirements Traceability. Retrieved May 16, 2014 from Modern Analyst: JUSTIFICATION CONSTRAINTS Schedule ToolsEffort Scope

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 14 Making the Business Case BENEFITS Change JUSTIFICATION Schedule ToolsEffort CONSTRAINTS Scope By following traceability links…quickly see how many artifacts will be affected by a proposed change…make an informed decision about the costs and risks associated with that change. Kannenberg, A. & Saiedian, H. (2009, July). Why Software Requirements. Retrieved May 16, 2014 from Cross Talk Online:

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 15 Making the Business Case Quality BENEFITS JUSTIFICATION CONSTRAINTS Change Scope Schedule ToolsEffort

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 16 Making the Business Case JUSTIFICATION Quality BENEFITS CONSTRAINTS Change Scope Schedule ToolsEffort Organizational / Cultural

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD Project / Release Planning Project Tracking & Monitoring Change Management Risk Management Cost Management –Project –On-going Support –Future enhancements 17 Project Leadership

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD Architect / Developer: More Concise Design Minimizes Gold-plating Reduces Rework / Refactoring 18 Technical Quality Assurance / Control: Seriously?!?!? Priority-based testing

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 19 Business Analysts ExecutionEfficient Quality Strategic Influencing Relationship Management Alignment End-to-end Visibility Buy-in Collaboration Build Trust Subject-matter expert Increased likelihood of delivering business value

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 20 Making the Business Case JUSTIFICATION Quality BENEFITS CONSTRAINTS Change Scope Schedule ToolsEffort Organizational / Cultural Alignment Visibility Buy-In Trust SME Efficient

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 21 Making the Business Case JUSTIFICATION CONSTRAINTS Schedule ToolsEffort Quality BENEFITS Change Scope Alignment Visibility Buy-In Trust Efficient Organizational / Cultural SME

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD Insurance - Claims – Rental Cars 22 Example - Strategic Claims System Claim Policy Rental System Reservation Invoice Automated Matching Reconciliation and Payment

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 23 Example - Influencing Banking – Teller System

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD Focus on value-based traceability Right-size Adopt “Connect-the-dot” mindset Avoid the hammer-nail pitfall Share what you know When all else fails, show them 24 Keys to success

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD 25 Requirements Traceability ConnectedStrategic AlignmentInfluencing Collaboration & Trust

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD What is Requirements Traceability When (and when not) to trace requirements How the benefits outweigh the costs Why Requirements Traceability is essential to the success of every project 26 In Closing Presentation Objectives:

The Business Case for Requirements Traceability Presented by Deb Marshall, CBAP 2014 IIBA Columbus BAPDD Thank you! 27 Questions?