Sunday, March 1, 2020

'Customer is Always Right' - Is it?

The role of a Business Analyst (BA) is mostly defined as the bridge between the engineering team/ development team and the customer. BA speak to the customer analyses the requirements and document them which then be passed to the development team for implementation.

What is expected from the BA? What should we as BAs do to contribute towards project success? Is documenting each word mentioned by the customer/stakeholders during the meetings? Below is what I do -
Background Study - This is key. A Ba walking to the customer should do her/his homework about

- Organization
- Business Domain
- Stakeholders

Organization - I try my best to understand the background of the organization. I read the web site and any other articles on the internet about the company. I even try to remember/memories some statements which I may use when talking to the customer(s). Now you may ask why - Explaining my thought process, I believe that in business meetings a BA should showcase that he/she believes in the vision and the mission of the organization. This is much important in creating a good first impression during the meetings/sessions.

Type of Business / Domain - BA typically works in multiple domains. S/he normally does not have a choice when it comes to projects but to work on any assignment which comes across. Being a BA I have worked in Energy, Telecommunications, E- Learning, Healthcare, Manufacturing and Aviation domains. I am not a SME in any of these domains but I always try to learn the area’s most important to me. This has always helped to win the stakeholders. I talk to people as much as possible and I read as many articles as possible.

Stakeholders - Stakeholder Analysis - YES. I do that too and without stopping there I also read about each and every stakeholder. Simply I spy on them. I visit their LinkedIn and even Facebook or Instagram. Now ask me why- I believe in the statement - " Birds of Same Feathers Flock Together" and if I manage to show myself as a bird of the same flock it definitely helps me to attack the stakeholders during the very first meeting itself. This is much important for a successful and sustainable relationship with the customers which indirectly leads to the project success.

First Meeting is crucial. I try to analyze the meeting participants. I study the way they speak, interests, motive or even ulterior motives as much as possible. I categorize them and this categorization has always helped me in the almost all the projects. I let the business stakeholders speak and I capture each work. In reality the first meeting is the ice breaker. Almost everyone brags and the reality is yet to come.

Second Meeting till Infinity of Meetings - This is where I use my ground work. I first try and create a good relationship with the stakeholders. Some stakeholders are the worst creatures you would not want to meet ever again in your life still they are your "CUSTOMERS" hence I always smile. Be pleasant. Remember to put the right foot else you will not end up where you want which is successful project closure with positive feedback about the BA.



Let me now talk to you about the actual topic which I wanted to talk to you which is art if dealing with the customers.
Okay now customer is NOT always right. Sometimes everything they say may be wrong or incomplete or partially right. We should NOT accept everything they say but think logically and take what’s required for the analysis. Remember garbage in garbage out - if you take the right things you will succeed else you will fail.

This is where the relationships set as well as the stakeholder categorization is used. Always remember that they have the upper hand and you’re doing a job.

Rule 01 - This is not your father company or family business. Hence do not be emotional. Your brain should work not heart. Let me tell you if your passionate like me this is little hard. But control.

Rule 02 - Do your job right. As the BA you should be 100% right. Know your point well before you go and explain to your customer. If you make a mistake you will lose the credibility. It takes a lot of time and effort to build it again or you will never be able to do it ever again. So be extra careful.

Rule 03-Be very tactical. Use the right language rather right words. Do never forget they have the upper hand and you have to work with them until the project end. Make them feel that you want the best for them and get their consent. Some people like to be the boss which is alright. Let them be and make them feel that their opinion matters most.

Rule 04: If they agree with you - good job else still it is a good job since you as the BA you actually did your job. And remember take the consent for whichever the decision in written form. Do not be a part of the blame game which may happen if something goes wrong.

Rule 05 - You may encounter hot arguments or even hear heart breaking statements. Remember rule number 01 and speak to them again as you always did in the past.

That is all I do- Anyways appreciate your comments and thoughts. This is my experience and how I handle and there may be many other better ways of handling such scenarios.