Author: Bill Phillips

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

The Will to Overcome All Obstacles

About two years ago, I started on a journey that has changed my perspective on everything. At that time, I was overweight and had just come out of pneumonia, followed by the flu, back to back. I was disengaged from my family because I was constantly tired. And I decided it was time to do … Continue reading The Will to Overcome All Obstacles

Goals of Agile Analysis at the Initiative Horizon

From the Strategy Horizon, we understand the overall purpose of an initiative and its intended impact. But there is a lot that remains undetermined at this point. The initiative may have the organization's backing, but that doesn't define exactly how it will work, what resources are involved, or how much it will cost. The role … Continue reading Goals of Agile Analysis at the Initiative Horizon

How to Avoid Delegation Through Abdication

How to Avoid Delegation Through Abdication

As I am writing this, I have recently finished a panel discussion on Agile Transformation given at my IIBA Chapter. One of the recurring themes of any discussion involving Business Analysis is stakeholder engagement. Lack of stakeholder engagement shows up in a myriad of ways ranging from indifferent behaviors to actual hostility toward anything involving … Continue reading How to Avoid Delegation Through Abdication