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Business Analyst Tools (Tools I Use as a Generalist Business Analyst) 

BA BLOCKS
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Every practice has its own tools and business analysis is no exception. You might be surprised to find that the tools that we generalist business analysts need for most of our daily work are actually quite simple.
This is my video response to the community question that came to us from one of the aspiring business analysts in our community 2 weeks ago: "What are some of the tools that you use as a generalist BA in real life".
The bottom line is: Focus on becoming effective with the simplest tools possible.
LEARN HOW TO RUN EFFECTIVE WORKSHOPS
We now have a course that will teach you how to use MS Visio to run your own stakeholder workshops: bablocks.com/visio-for-busine...
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9 фев 2020

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Комментарии : 122   
@BABLOCKS
@BABLOCKS 4 года назад
Start learning business analysis today 👉 bablocks.com/start/
@toddkoehler2487
@toddkoehler2487 11 месяцев назад
I tried signing up for the free event a couple times, but I'm not receiving any kind of email confirmation. Is this normal? Am I doing something wrong,
@BABLOCKS
@BABLOCKS 11 месяцев назад
Hi Todd, we see your registration on July 3. Emails will be going out next week. See you there on day one.
@toddkoehler2487
@toddkoehler2487 11 месяцев назад
Thank you so much!
@GloryJoy1
@GloryJoy1 10 месяцев назад
I guess I came late
@d11i37n31
@d11i37n31 2 года назад
Thank you for this tutorial! Very well organized and straight to the point. Well done. Thank you.
@AbrewOfMusic
@AbrewOfMusic Год назад
Love the canvas vs. tab reasoning and completely agree, this is my big concern with tools like Notebook.
@fredrickandrew798
@fredrickandrew798 2 года назад
Thanks for your advice. Apparently it is very helpful and constructive to my future understanding of business analysis.
@afrochic68
@afrochic68 3 месяца назад
You have essentially described how to use Visio like Miro! Brilliant! So simple! I have struggled with Miro… but really good with PPT.
@thuynh7961
@thuynh7961 2 года назад
Great intructor! Very easy to understand and organized!
@pasof
@pasof Год назад
Just amazing to see how you work so efficiently. Thanks
@BABLOCKS
@BABLOCKS Год назад
Thank you. Being able to produce output more in less time is a key part of increasing your value as a BA.
@FeanorsBest
@FeanorsBest 3 года назад
If you are adopting an agile methodology such as Scrum, than two of your key artefacts become product backlog and sprint backlog, and you definitely need a tool to manage, prioritise and trace your requirements for efficient management of your team and project/product. For this, I have experienced Jira. It is very effective in terms of visibility, provides right set of metrics such as velocity, burn out charts, control chart, eports such as Issue created vs Resolved Issues, etc. There are other similar tools in the market, and they have become increasingly important in your IT projects. Visio is very effective, but there are also alternative and easier tools to learn and apply, such as LucidCharts. If you know and become familiar with one particular software, it is easy to switch to another. Kudos for the video, by the way 👍🏻
@BABLOCKS
@BABLOCKS 3 года назад
Excellent insights Korhan. The basic tools described here are enough to get a BA to start producing some of the main artefacts, but they are definitely not enough to help manage the many other aspects of a project (Agile or Waterfall). Thanks for highlighting this fact.
@beatricekemoi7386
@beatricekemoi7386 2 года назад
@@BABLOCKS can you teach me Visio
@beautifullifewithrichathak918
@beautifullifewithrichathak918 2 года назад
Can you tell me where can i get visio tool.. Is it a freeware
@navneetpandey9531
@navneetpandey9531 Год назад
​@@BABLOCKS ❤
@2sweet2be4got10
@2sweet2be4got10 3 года назад
I like the centered area approach
@julie_chen
@julie_chen 2 года назад
i am glad to have come across your channel.
@OluwatosinOladipo-pj4ue
@OluwatosinOladipo-pj4ue Год назад
Thank you so much, this is so insightful and helpful. I just started my Business Analysis Career, I would really appreciate your advice and help on Visio and other tools. Many thanks.
@cgourdin12
@cgourdin12 2 года назад
Really great content! Thanks so much for this.
@anggafebrian2279
@anggafebrian2279 3 года назад
Thank you very much sir.... This Video Very Important for me, Regards From Indonesia.
@weedosutra
@weedosutra 3 года назад
Thank you!
@marianomedina07
@marianomedina07 3 года назад
very useful, thank you!!
@asmamiah4352
@asmamiah4352 5 месяцев назад
Very Helpful. Thank you!
@michaelchurch494
@michaelchurch494 3 года назад
Excellent!
@maxinechantel8361
@maxinechantel8361 Год назад
Really helpful! Thank you
@souvikpal7382
@souvikpal7382 3 года назад
This is great!
@linhledieu5403
@linhledieu5403 2 года назад
Nice tips, thank you
@alyzachangco
@alyzachangco 3 года назад
Thank you so much for this!
@BABLOCKS
@BABLOCKS 3 года назад
You're very welcome.
@pontusnellgard8706
@pontusnellgard8706 2 года назад
Awesome video. Short and to the point. I have a somewhat unrelated question. Is that a tv behind you or how did you have such a smooth way of interacting with your screen? I have tried several times but often encounter issues when filming a presentation against a tv-screen.
@myprojectanalysis
@myprojectanalysis Год назад
Thanks
@adewuyicatherine1307
@adewuyicatherine1307 3 года назад
Great video! Is there a free version of visio for download?
@AymanHaidar
@AymanHaidar 4 года назад
Brief and straightforward. Glad to see that I am very well accustomed to using these tools. Maybe I should pursue a career in Business Analysis. Thanks a lot.
@BABLOCKS
@BABLOCKS 4 года назад
Feel free to join us inside our community at BABLOCKS.COM Ayman. There is plenty of material and support there to help you decide if the profession is right for you.
@siddharthratra6541
@siddharthratra6541 3 года назад
Excellent
@makarand1985
@makarand1985 2 года назад
Great Video !!!
@mtumishiishmaelakitch6824
@mtumishiishmaelakitch6824 Год назад
Very useful for me
@victorwestmann
@victorwestmann 2 года назад
What about MS Project? Do you think it matters as well? One other question... what do you think are the top 5 diagrams needed for a BA in the day to day? Just want your opinion on this. Thanks!
@zahrabeyrami4442
@zahrabeyrami4442 3 года назад
it was very useful
@ultra332211
@ultra332211 2 года назад
Brilliant
@The_Cry_Baby1
@The_Cry_Baby1 Год назад
Thank you sir for this interesting presentation. Could you please propose some interesting Books about How a business analyst should generally do his job? This could be very useful for me as i am currently learning the basics of the job.👍😁
@BolaAdesope
@BolaAdesope 4 года назад
Good stuff Emal. Clean, clear and concise video. Let’s chat over the phone
@lauranewlin6441
@lauranewlin6441 3 года назад
Good video!!
@BABLOCKS
@BABLOCKS 3 года назад
Glad you found it helpful Laura.
@Diiiiiiiiiime
@Diiiiiiiiiime Месяц назад
Awesome Video! Do you have any videos explaining how to perform this one-pager method in Visio?
@BABLOCKS
@BABLOCKS Месяц назад
No, sorry, we dont have a video on how to set this up yet, but we plan to make this type "Tpis & tricks" for Visio, Word, PPT, Excel, etc avaialble in the new platform we're launching in 2025.
@jayrawr2147
@jayrawr2147 3 года назад
Great video! Love the insight. Keep it up! 👍🏼
@BABLOCKS
@BABLOCKS 3 года назад
Thank you. Will do. We'll be releasing more videos regularly here, but the videos we post on RU-vid are just a small sample of the materials inside our community. Our membership is sitll free of charge. Consider becoming a member: bablocks.com/membership/
@sapnagupta6394
@sapnagupta6394 3 года назад
Hi very nice and crystal clear information, one question though, what if the org you work for doesn't buy the license for their people to work on visio, how to learn it then, coz everyday practice make a huge impact on your learning right
@BABLOCKS
@BABLOCKS 3 года назад
Hi Sapna, MS Visio licenses are not that expensive if you choose to purchase a subscription. If you're interested in learning the tool, you can subscribe to it for a few dollars per month and use it on your own.
@acheronregyri9398
@acheronregyri9398 3 года назад
I would love to hear more from you about how you build your flow charts and effectively diagram your Visio canvases. Please reach out or do a video on that.
@BABLOCKS
@BABLOCKS 3 года назад
Here is a short demo showing how visio can help you produce process maps quickly. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-AUAKfmZCJ9g.html If you're interested in learning more, you can see our full course on this at: bablocks.com/visio-for-business-analysts/
@alexypolivany7148
@alexypolivany7148 2 года назад
Some Visio alternatives- Miro and lucidchart. Tanks for the video
@BABLOCKS
@BABLOCKS 2 года назад
Thanks for sharing Alex. These alternatives do exist, but Visio tends to be the standard tool that's required in many enterprise environments. This is the reason that it still appears in most BA job applications as a required skill. Regardless of the tool, an analysts ability to deliver with the tool is the ultimate determining factor in whether a BA will be successful or not.
@tarunupadhyay2355
@tarunupadhyay2355 3 года назад
Emal, I would like to request you, Can you please make a video for any banking domain project tutorial(As a BA) ?
@BABLOCKS
@BABLOCKS 3 года назад
Hi Tarun, This may be something we handle inside our community. We'll try to secure time with a banking domain expert to help us understand the banking industry. This may take some time to achieve, but it's definitely part of the plan.
@josephojo5185
@josephojo5185 Месяц назад
I would like to learn how to create Entity Diagram, and High-Level Document Designs. Do you have videos on them?
@YUNGMONEY5423
@YUNGMONEY5423 3 года назад
Do you have a course for these tools as well as different techniques for a BA in one?
@BABLOCKS
@BABLOCKS 3 года назад
We have a Visio course that covers the workshops overall, but no single course that teaches all the tools in one. You can find more details here: bablocks.com/courses/
@urbanmetal7802
@urbanmetal7802 4 года назад
Do you recommend requirements management software for a product development team with a few BAs, UX designers and QAs?
@BABLOCKS
@BABLOCKS 4 года назад
Requirements management tools tend to be very cumbersome and are rarely used by companies in practice. I'd recommend patching together a tool-set that works best for you and your team. I use Visio + Word for most of my own work, but there are many other tools available that you can use. For wireframes, see balsamiq.com/. For process design, see www.lucidchart.com/.
@vishalbv8763
@vishalbv8763 3 года назад
May I know the Job role of BA in ERP Business.And technical knowledge required?
@norpriest521
@norpriest521 Год назад
Great video. I got a job as insurance business analyst (for digital solutions) Please recommend me where to learn end to end process/project in insurance domain Thanks a lot sir 🙏
@shasNem
@shasNem 3 года назад
You got a new subscriber
@BABLOCKS
@BABLOCKS 3 года назад
Welcome to the channel Shashank
@rasein
@rasein 3 года назад
Good video for a BA learner, Question - What is Canvas & how to build it, is it MS Word or you build using Power apps
@BABLOCKS
@BABLOCKS 3 года назад
The canvas is in Visio itself. When you first open up visio, the blank white space you see is called the Canvas. You can expand that canvas to go from a regular 8.5x11 size to any size you need. Expanding the canvas like this lets you keep all your diagrams in the same place.
@rasein
@rasein 3 года назад
@@BABLOCKS Thanks for you reply, this really helps.
@felicitemurebwayire2078
@felicitemurebwayire2078 2 года назад
So interested, I want to pursue this specialization. I'm just a beginner BA BLOCK is there any guidance that can help me?
@varunmistry7590
@varunmistry7590 2 года назад
I'll be studying Business analytics(more data-oriented) and project management-IT. Can I work as a business analyst(management role) upon completing these courses? as I'll have knowledge of data and management?
@Baidaba.la.strada
@Baidaba.la.strada 3 месяца назад
Loved your video, you have a new subscriber... I learnt python, power bi, SQL, excel and now I'm thinking about azure... but the road map is not as clear as I would like it to be. I want to land a job as a bussines analyst but I'm a little bit lost. This video is 4 years old, is visio still relevant? or should I learn other tools in order to land a BA job? Thanks
@vaishnavibollaboina6620
@vaishnavibollaboina6620 3 года назад
Hello how to master visio could you suggest any resources or plz make videos on it
@citizenphaid1880
@citizenphaid1880 2 года назад
I work for a finance company working on the implementation of new products and features for the workforce. We typically use DevOps to detail and plan out the User Stories etc but I find this to be a constraint having used Requirements and Solutions documents in the past to evidence what the ask and the delivery is. Does anyone else have to co tend with this scenario?
@BABLOCKS
@BABLOCKS 2 года назад
Hi Citizen, yes, it is nearly impossible to use Azure DevOps on its own for this purpose without accompanying it with a word document or wiki page (Azure's wiki is currently not as strong as confluence so MS word may be a better option for now). Breaking items into user stories works when you have little to no cross cutting universal items to describe. On larger projects it's nearly impossible to do user stories without supplementary material.
@wizofaffect
@wizofaffect 2 года назад
How do I create a gigantic canvas on Visio?
@shashikanthmicheals3473
@shashikanthmicheals3473 3 года назад
Hello BA Blocks, very nice Video and explanation But i Just want to know that is Business Analyst easy to learn than other software fields.
@BABLOCKS
@BABLOCKS 3 года назад
Generally speaking, most non-technical people find business analysis easier than learning how to code/program. There are, however, some technical people who find it easier to code than to work with business people to help them understand their needs. It really depends on what type of person you are.
@mercyadaga5923
@mercyadaga5923 3 года назад
I'm interested in learning how to maximize my use of visio
@BABLOCKS
@BABLOCKS 3 года назад
Hi Mercy, We have full course to teach business analysts how they should be running their workshops using MS Visio. Take a look here: bablocks.com/visio-for-business-analysts/
@abhijeetsingh3285
@abhijeetsingh3285 3 года назад
I see a lot of BA talking about SQL, modelling with R/python, and some visualisation tools say Power BI or tableau. How essential is to have those skills? Are these pre requisites for a fresher, in getting a job as BA?
@BABLOCKS
@BABLOCKS 3 года назад
Hi Abhijeet, It depends on whether you are aiming for a BA role or a business analytics role. Generally speaking, SQL will benefit business analysts, but getting into analytics will require R/Python/PowerBI etc. This video will give you a better sense of the skills you'll need for each role: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-_6ApCP7qEKw.html
@wyntamaxwell2766
@wyntamaxwell2766 2 года назад
that's more on the data analytics side of things. if you working a project that require projections or say aggregation of massive data then it might be required
@nellyyanto7791
@nellyyanto7791 8 месяцев назад
Da7w 0v9s
@JMJ-rb2ze
@JMJ-rb2ze Год назад
Thank you for this… also for a Business Analysts is it essential to learn Power BI and Tableau along with MS excel and MS Visio? Which one is more important Tableau or PBi?
@BABLOCKS
@BABLOCKS Год назад
Hi RM, No, those tools are not required for business analysis unless you are working on an analytics project. This is usually the skillset required of business analytics and data analyst professionals.
@JMJ-rb2ze
@JMJ-rb2ze Год назад
@@BABLOCKS I c. Thank you. May I get a list of requirements to become a BA in a top company as a fresher? What makes me eligible to apply for this role? Also do you offer MS visio training courses?
@2sweet2be4got10
@2sweet2be4got10 3 года назад
To an extent it hardly understand entity models (so creating it sometimes leaves me with questions) which makes me have a lot of issues preparing databases as well....something just doesn't click for me and I neeeeeeed to get it together
@BABLOCKS
@BABLOCKS 3 года назад
Entity modeling is a little more abstract than some of the other BA skills so it can take some time. With some effort and good training, you'll eventually pick it up.
@rachanasahas1899
@rachanasahas1899 3 месяца назад
HI ,CAN EXPLAIN WHAT IS THE ROLE OF BUSINESS ANALYST IN REGARDS TO AZURE DATA FACTORY, ETL TOOLS
@BABLOCKS
@BABLOCKS Месяц назад
Business system analysts typically support the ETL process by performing data mapping, and partaking in the data cleansing initiative by performing data extracts, cleanups, and imports using SQL. Business analysts without these technical skills must rely on a developer to do the heavy lifing through SQL. I hope that helps.
@jaszzy26
@jaszzy26 3 года назад
Sba?
@moneymitch6790
@moneymitch6790 3 года назад
just a copy paste to move from visio to word?
@BABLOCKS
@BABLOCKS 3 года назад
Yes sir, you can just copy directly from Visio (CTRL+C) and paste into Word (CRTL+V). It's as simple as that.
@normallife3045
@normallife3045 3 года назад
Google docs, sheets and Zoho tool set are also good than MS.
@BABLOCKS
@BABLOCKS 3 года назад
Those tools can work well until your documents get a little larger. But the tools you use are less important than how you use them. Thanks for sharing your perspective.
@cityboy-zo3hk
@cityboy-zo3hk 4 месяца назад
Please how can I be connected to you ?
@divyalakshmivlogs1993
@divyalakshmivlogs1993 2 года назад
Hi Sir, I want to upgrade myself from Test engineer to Business analysts.. your videos help me a lot. Thankyou. Can you please tell me that can I buy macbook air M1 and will it be compatible to use for business analysts tools, sql, power bI and tableau , because I see windows apps not compatible with mac. So Eagerly Waiting for your reply.
@sahilsingla5493
@sahilsingla5493 8 месяцев назад
And if we know only c++,is there any role of c++in business analysis???
@BABLOCKS
@BABLOCKS 8 месяцев назад
There's no direct role for c++ in business analysis but c++ being an object oriented language gives you the object oriented design foundation you need to perform deep requirements and data analysis work.
@mayursharma2278
@mayursharma2278 3 года назад
I do all this stuff in Confluence + draw.io
@BABLOCKS
@BABLOCKS 3 года назад
Yes, if you have no other choice, then you must use whatever tools are avaialble to you. There are benefits and drawbacks of using MS Office vs the tools from Atlassian.
@livelifeoutdoors182
@livelifeoutdoors182 3 года назад
As a BA. how much tech skills do you need to be successful? As in understanding coding languages, and computer science? Surely, if you're telling businesses what to do with their IT systems, you must need to be quite confident with IT?
@BABLOCKS
@BABLOCKS 3 года назад
There are some business analysts who require close to no technical skills (e.g. business process analysts), and then there are other analysts who require quite a bit of technical skills (e.g. business system analysts). Whether you need technical skills or not depends on what type of BA role you're aiming for. This article can give you a better idea of the different types of BA roles: learn.ba/three-ba-archetypes-business-analyst-skills/
@DAIO12345
@DAIO12345 3 года назад
You sound so Canadian
@BABLOCKS
@BABLOCKS 3 года назад
Eh!?
@bankoledada
@bankoledada Год назад
is visio still a thing - i think miro and mural has taken the shine off miro. I have visio but hardly ever use it as its not a progressive tool my stakeholders like to see
@BABLOCKS
@BABLOCKS Год назад
Hi Bankole, Small businesses are switching to Mural and Miro, but Visio is still the dominant tool in enterprises because of Microsoft's ability to sell into enterprise (Office 365, Sharepoint, Azure, Visio). Going from Visio to Miro and Mural is quite easy as many of the shortcuts are the same. I hope that helps.
@rishabhkhare3656
@rishabhkhare3656 2 года назад
Hi, I am working in retal Banking domain. I want to do business analysis, but while going through online job opening they are demanding experience and background from IT CS engineering. Kindly guide is business analysis worth for me.
@fragranceconnoisseur325
@fragranceconnoisseur325 3 года назад
Putting everything on one sheet confuses everybody, zooming out in scrolling left to right
@BABLOCKS
@BABLOCKS 3 года назад
It may seem that way at first, but you'll never go back to the old way of doing things once you've mastered MS Visio. Consider this course to help you get there: bablocks.com/visio-for-business-analysts/
@roshanvannam
@roshanvannam 3 года назад
in short....USE KISS principle...."Keep It Simple Stupid" :P
@BABLOCKS
@BABLOCKS 3 года назад
Very wise words. Thanks for sharing Roshan.
@Stuck313
@Stuck313 Месяц назад
Yeah, but now you have to navigate this mess of a canvas to find what you are looking for..
@BABLOCKS
@BABLOCKS Месяц назад
Give it a try. You'll never go back to using tabs ever again!
@abhijeetsingh3285
@abhijeetsingh3285 3 года назад
I see a lot of BA talking about SQL, modelling with R/python, and some visualisation tools say Power BI or tableau. How essential is to have those skills? Are these pre requisites for a fresher, in getting a job as BA?
@johnwig285
@johnwig285 Год назад
SQL & a visualisation tool yes, but the rest nope because that is more of a Data Analyst rather than Business Analyst
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