Author: Bill Phillips

How I Became a Salesforce Business Analyst

How I Became a Salesforce Business Analyst

Well, this is my 4th “How I Became ...” article. Of all the articles I’ve written, these have been the most popular. Letting people know your path helps others envision how they can do it too, and that the course is NEVER perfect. It resonates. And I enjoy poking a bit of fun at myself … Continue reading How I Became a Salesforce Business Analyst

Announcing – AAC Certification Course on Udemy

Announcing – AAC Certification Course on Udemy

Hello everyone, If you've not seen my announcement on LinkedIn, I have been very busy developing a course called Preparing for the Agile Analysis Certification Exam. It has been published on the Udemy platform, so it is available to everyone. This is a self-paced version of the course I have taught to Business Analysts across … Continue reading Announcing – AAC Certification Course on Udemy

Techniques: Visioning

Techniques: Visioning

Visioning is used to determine the desired outcome for an initiative worded in a concise and approachable manner.Agile Extension to the BABOK®  Guide – section 7.24 When Patriots coach Bill Belichek meets with his team to begin practices, I would imagine that the first thing he says is something like “Our goal for this season … Continue reading Techniques: Visioning

Loading Account Information in Salesforce with Data Import Wizard

Loading Account Information in Salesforce with Data Import Wizard

When dealing with a new installation of Salesforce, one of the first things needed is to load data from whatever sources into the new Salesforce Org. It is essential to consider which information needs to be loaded first.

We Are Neo

We Are Neo

Recently I was talking with someone who is transitioning into Business Analysis. One of the things we talked about is "What other job do you know where you get paid to learn from experts." Our endless curiosity is met by an endless supply of industries, sectors, changing demands, new technologies, and on and on. There … Continue reading We Are Neo

Three Factors in Choosing the Best Technique

Three Factors in Choosing the Best Technique

In Agile, many techniques can be used to improve different aspects of the processes. Many of them may on the surface appear to be similar in purpose. But when you look closer, there may be a distinction that favors one over another for specific situations. So, how do we determine which technique is appropriate to … Continue reading Three Factors in Choosing the Best Technique

Goals of Agile Analysis at the Delivery Horizon

Coming into Delivery, the Strategy has identified a need to be met, and the Initiative Horizon has identified a solution and its features. When working as an Analyst in the Delivery horizon, the key is to expend the least effort to discover information and support informed decisions about the solution. I’m sure you realize it … Continue reading Goals of Agile Analysis at the Delivery Horizon