Great Business Analyst Qualities

I have worked as a business analyst since before being a Business Analyst was a thing. At the time people made up all kinds of names for it, and the most common job title I had used at the time was “systems liaison,” since I ended up being the guy who liaised between the people in the business side of things – the “users” – and the developers of the applications they use.

I had been running a junior securities lending sales desk at one of the bigger broker dealer firms for a short period, and it didn’t feel as though it was a perfect fit for me. But something else was emerging in the business, and that was that a lot of the manual processes were beginning to be automated. In other words, instead of looking up inventory on a thick wad of computer printout, writing orders on paper forms, and having someone run those sheets down to a key punch operator, we were building terminal screens that the traders could use to query and enter data and cut out all the looking up and running about. Very exciting.

At first there was very little formalized discipline involved. It was very much a seat-of-the-pants kind of process. People asked for stuff and we’d delivery it, one way or another, and things sometimes got messy. At some point it became obvious that we needed a more formalized approach to testing, and so that became part of my role as well.

At the same time I was learning to do some very basic coding of my own, utilizing rapid-development tools and report writing software to take up some of the slack left because, in the early days, we were working with a limited number of developers and efficiency tools. This helped me understand better what the people on the development side were doing. And as it turns out that most of the BA’s that I have been working with over the past several years have mainly come from two backgrounds: either they were developers in a previous life, or they were very hands-on operations people.

Of all the BA’s I have worked with over the past few decades the best have had certain sets of qualities.

Domain Expertise

It may not be necessary, but it’s useful if you have a practical knowledge of the business in which you working, primarily because the conversations you are going to have with the users of systems you will be developing or enhancing are going to be a higher quality. There will also be a great deal of information you will already have at your fingertips, and will not have to going seeking it either from the users themselves, with whom you may have limited access, or by reading various reams of domain-related documentation, which is often badly written and nearly impossible to understand out of context.

With domain expertise, you will also eventually gain SME status (subject matter expert), which is in itself a useful thing to have on your resume, and valuable, of course, to your employers and that sales staff who are selling your skills to their clients and prospects, if you are in a consultative role.

Ability to Learn Well and Quickly

One’s education never comes to an end for business analysts, even if one has been a subject matter expert in one’s field for quite some time. There will always be changes in the market, people experimenting with new products and services, and even some requests that may seem odd and unreasonable at first. Newness is never in short supply. If you are working for a software or services vendor, your clients and prospects are going to expect you to understand what they are talking about without wasting much time. So keep your brain in good repair, challenge it often, and don’t watch too much TV, or hang out on social media. Read and/or do cross-word puzzles, Rubix Cube, Luminosity, whatever. You’re going to need a well-greased engine under the hood, so aim to tax yourself mentally in your off-hours at a higher level than you’re taxed on the job. I happen to find reading and writing ridiculously difficult modern poetry and playing jazz guitar works for me.

It turns out people with musical backgrounds are generally well-primed for this kind of work. Some of the best developers and business analysts I’ve worked with – the real genius types – have been through a rigorous musical training. In fact a business owner I know, whose company produces educational iPhone apps for children, once told me he will only hire developers with a musical background. He really believes that musical training produces the kind of brain wiring that best suits developers. I believe the same can be said for other art forms as well.

One of the best BA’s I’ve worked with is a real science fiction buff, and it is my opinion that quality speculative fiction also challenges and stretches one’s belief systems and cognitive skills in a way that helps him generate solutions like very few BA’s I know.

The key is, I believe, if you have a side passion, something that challenges you, then definitely give it your time and energy, as there will be a residual cognitive benefit on the job, even if there seems to be no obvious connection.

Curiosity

Some of the best BA’s I’ve worked with must have been the kind of kids that mixed the wrong chemicals together in their home chemistry sets, and either blew things up, or ruined the furniture. Or perhaps they took apart all the clocks in the house and put them back together wrong. The drive to understand, to want to experiment and explore, take things apart, will sometimes get you in trouble, but it will also benefit you greatly as a BA, so don’t stifle it. Feed it good materials and let it grow into the monstrosity it deserves to become. Many of the tasks you will take on will draw on the same inclinations that cause trouble in other contexts, and they can naturally help you to absorb more easily and fully the material and requirements you are dealing with, and will also motivate you to think outside of the box.

Analytical/Critical Skills

This one should go without saying, but I’m going to mention it anyway, as there is no over-emphasizing the fact that a well-tuned rational mind, equipped with analytical tools, is not only a great asset for a business analyst, but is wholly a requirement.

Not only will you be faced with a lot of material and half-baked ideas, but you may often need to gather requirements from the users themselves, and not everyone you talk to is going to be able to present a cogent picture of what it is they want you to do. You will get a lot of fragments of ideas, and things that need to be done, but there will be plenty of detective work, piecing things together, in order to form your own representation that you can then play back to the client or user.

Along with the obvious tools and certification trainings familiar with in the market, for those of you who are often in the position where you are interviewing clients and users to gather requirements, I recommend Jonathan Altfeld’s Knowledge Engineering training course. Jonathan was an Expert Systems programmer early in his career, which means he built artificial intelligence systems that imitate human decision making, particularly experts in a particular functional domain. Jonathan has taken this experience to help produce rapid learning systems, by extracting the key cognitive patterns that make up domain expertise, similar to what is discussed in Malcolm Gladwell’s Blink, so that people can learn in a few weeks what usually takes years of experience working in that domain. Why this will be useful for you, is having an understanding of the Jonathan’s modelling process, or the like, will help you develop the ability to build better models, in real time, of what and how the user is thinking, and what kinds of tools would best suit the thinking strategies they use to get the best results. In other words, by making a study of the way your users think, you can create the applications and enhancements that will best compliment their reflexive skill sets and expertise.

Creativity

Great BA’s are the great under-appreciated geniuses of the tech world. They may be the undiscovered Steve Jobs’ or Elon Musks, generating solution after solution without the big rewards or celebrity status. You might not have the big, world-altering ideas (at least not yet), but you are possibly just as brilliant for the number of smaller solutions you generate in a single day or week. There’s something to be said for that as well.

This is a huge topic that there is really no end to discussing. In some ways, creativity sits side-by-side with learning and curiosity, since all learning is a creative act of building internal representations of things in the world that are new to you. And of course, curiosity helps make that more natural and efficient.

I attempt to address creativity in a number of my posts, and will continue to do so. I give different perspectives on developing creative habits here, here, here and here, as well as in a number of other posts. At one point, I taught college creative writing classes at The New School, in New York City, so this is a favorite topic of mine.

There are of course endless selections of books about how to develop creativity, about what it is, and what types of people end up being the most creative, and some of them are useful to read. My opinion is that you are likely already as creative as you need to be, otherwise you would not have survived and flourished as well as you have. You may not be aware of how creative you are, however, and there are things you can do to take notice, and better utilize that ability (if it can actually be considered an ability at all, or a collection, perhaps, of personality quirks). I also tend to believe that books about creativity are not as good as experiencing actual creative artifacts, i.e. great creative works of fiction and poetry, music and other works of art.

And of course, it helps to be exposed to the work of some of our best creative entrepreneurs, scientific geniuses, and so forth, i.e. the Elon Musks, Teslas (the person, not the company), the Einsteins, Jobs’ and David Bowies of the world.

Communication Skills

Communication skills are likely the most important skills you’ll have as a BA, and those you have the most control over developing. You will be gathering requirements, producing documentation for developers that requires clarity and precision, communicating and managing expectations, managing conflicts, hand-holding, presenting information back to users, presenting new development through demonstrations, slide presentations, flow charts.
Know how to ask questions that will give you quality information. Learn to dig, form hypotheses about what it people want and need, and test those hypotheses by presenting the information back to the source. Learn to write and speak with clarity.
A practice of reading and writing regularly can help develop these skills, but there are other less obvious ones, as you can learn in certain types of training, i.e. soft skills types of training. You may need to learn to be a better listener, and in order to do so may need someone to bring to your attention that you are ever having noisy conversations going on in your head and rarely hear the person you are talking to completely because you are talking at them. And this is a huge challenge for people like me, who have a good deal of domain expertise and think they know everything (when obviously we don’t). I often have to check myself and make sure I am not making assumptions about what I’m being told, that I don’t automatically identify it with material in one of my comfortable and familiar boxes. This is where those of you with less domain expertise and knowledge may have an advantage, and I benefit from having you at my side, keeping a second set of eyes and ears on things so I do not end up being a victim of being too full of myself.
I participated in an NLP (Neuro-linguistic Programming) training, some years back, and I learned better how to listen, observe body language, ask useful questions, gain rapport and how to better use language and body language to reflect back, persuade and better ease through uncomfortable conversations. It is something I recommend, and will pay for itself over the years. Again, Jonathan Altfeld, whom I mentioned above, and who has an NLP training practice focused on business solutions, has a number of useful training materials available. There are likely live NLP training events near where you live and work, or derivations of NLP or other useful communication trainings which will help you develop into great BA’s and even entrepreneurs, since everything you need to know as a BA are the building blocks of any kind of enterprise.