business-analyst
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ChineseBusiness Analyst
业务分析师
Overview
概述
Run a structured business analysis workflow for requirements elicitation, process modeling,
stakeholder alignment, and solution validation. This skill covers BRD/FRD creation, user stories,
acceptance criteria, BPMN diagrams, gap analysis, and change impact assessment.
运行结构化业务分析工作流,涵盖需求获取、流程建模、利益相关者对齐及解决方案验证。该技能包含BRD/FRD文档创建、用户故事撰写、验收标准制定、BPMN流程图绘制、差距分析及变更影响评估。
Features
功能特性
- Requirements elicitation techniques (interviews, workshops, observation, document analysis)
- BRD and FRD document templates with section-by-section guidance
- User story writing with INVEST criteria and acceptance criteria patterns
- BPMN process modeling with swimlane diagrams
- Gap analysis framework and change impact assessment templates
- 需求获取技术(访谈、研讨会、观察、文档分析)
- 带分节指导的BRD和FRD文档模板
- 符合INVEST标准的用户故事撰写及验收标准模板
- 带泳道图的BPMN流程建模
- 差距分析框架及变更影响评估模板
Usage
使用方法
- Identify the user's BA need (requirements, process modeling, user stories, or solution validation)
- Follow the corresponding workflow below
- Produce structured outputs: BRD/FRD documents, user stories, BPMN diagrams, or gap analysis reports
- 识别用户的业务分析需求(需求类、流程建模类、用户故事类或解决方案验证类)
- 遵循下方对应的工作流
- 生成结构化输出:BRD/FRD文档、用户故事、BPMN流程图或差距分析报告
Examples
示例
-
User: "Gather requirements for a new feature" Agent: Runs Requirements Elicitation workflow, conducts stakeholder interviews, produces BRD with functional and non-functional requirements
-
User: "Map our order fulfillment process" Agent: Runs Process Modeling workflow, creates BPMN diagram with swimlanes, identifies bottlenecks and handoff points
-
User: "Write user stories for login" Agent: Runs User Story Writing workflow, produces stories with INVEST criteria and Given/When/Then acceptance criteria
-
用户:“为新功能收集需求” Agent:启动需求获取工作流,开展利益相关者访谈,生成包含功能与非功能需求的BRD
-
用户:“绘制我们的订单履行流程” Agent:启动流程建模工作流,创建带泳道的BPMN图,识别瓶颈与交接节点
-
用户:“为登录功能撰写用户故事” Agent:启动用户故事撰写工作流,生成符合INVEST标准并带有Given/When/Then验收标准的故事
When to Use
适用场景
- Elicit and document business requirements (BRD, FRD, user stories)
- Map as-is/to-be processes and run gap or impact analysis
- Facilitate workshops and translate between business and technical teams
- Produce cost-benefit, SWOT, or root-cause analysis for business decisions
- 获取并记录业务需求(BRD、FRD、用户故事)
- 绘制现状/目标流程并开展差距或影响分析
- 主持研讨会,搭建业务与技术团队间的沟通桥梁
- 为业务决策生成成本效益分析、SWOT分析或根本原因分析报告
Workflow Selection
工作流选择
- User wants to gather or document requirements → Workflow 1: Requirements Elicitation
- User wants to map or improve a process → Workflow 2: Business Process Analysis
- User wants to evaluate a business decision → Workflow 3: Data-Driven Business Analysis
- User wants to produce documentation → Workflow 4: Documentation & Communication
- 用户需收集或记录需求 → 工作流1:需求获取
- 用户需绘制或优化流程 → 工作流2:业务流程分析
- 用户需评估业务决策 → 工作流3:数据驱动型业务分析
- 用户需生成文档 → 工作流4:文档编制与沟通
When NOT to Use
不适用场景
- Dashboard design, metric catalogs, or analytical SQL → use
bi-analyst - Data platform or enterprise architecture decisions → use
data-architect - Cross-service system design, ADRs, architecture review → use
senior-system-architecture - Customer support SLAs, billing ops, or CS health scoring → use
customer-ops-specialist - Revenue recognition, month-end close, or ASC 606 contract analysis → use
senior-revenue-accountant - UX flows, wireframes, and design handoff → use
product-designer - Labeling/RLHF platform product roadmap and quality systems → use
product-management-human-data-platform - Cross-team program execution, RAID, exec status → use
technical-program-manager - MSA, SaaS, vendor/customer contract redlines → use
commercial-counsel - HR operational processes and employee lifecycle checklists → use
people-operations-specialist - Strategy, issue trees, steerCo business cases → use
business-consultant - Business model research, TAM, competitor monetization → use
business-model-researcher
- 仪表板设计、指标目录或分析型SQL → 使用
bi-analyst - 数据平台或企业架构决策 → 使用
data-architect - 跨服务系统设计、ADR、架构评审 → 使用
senior-system-architecture - 客户支持SLA、账单运营或客户成功健康评分 → 使用
customer-ops-specialist - 收入确认、月末结账或ASC 606合同分析 → 使用
senior-revenue-accountant - UX流程、线框图及设计交接 → 使用
product-designer - 标注/RLHF平台产品路线图与质量体系 → 使用
product-management-human-data-platform - 跨团队项目执行、RAID、高管状态汇报 → 使用
technical-program-manager - MSA、SaaS、供应商/客户合同修订 → 使用
commercial-counsel - HR运营流程与员工生命周期检查清单 → 使用
people-operations-specialist - 战略规划、议题树、SteerCo业务案例 → 使用
business-consultant - 商业模式研究、TAM、竞品变现分析 → 使用
business-model-researcher
Core Workflows
核心工作流
1. Requirements Elicitation
1. 需求获取
Step-by-step process:
-
Prepare
- Review existing documentation, systems, and pain points
- Identify stakeholders (sponsors, users, implementers)
- Define scope boundaries (in-scope, out-of-scope)
-
Elicit
- Interview key stakeholders using open-ended questions
- Observe users in their current workflow (shadowing)
- Review existing reports, data, and system outputs
- Run workshops for complex or cross-functional needs
-
Analyze & consolidate
- Group requirements by theme (functional, non-functional, technical)
- Resolve conflicts between stakeholders
- Prioritize using MoSCoW or weighted scoring
-
Validate
- Walk through requirements with stakeholders
- Confirm understanding with prototypes or examples
- Get formal sign-off before proceeding
分步流程:
-
准备阶段
- 审阅现有文档、系统及痛点
- 识别利益相关者(发起人、用户、实施人员)
- 定义范围边界(范围内、范围外)
-
获取阶段
- 使用开放式问题访谈关键利益相关者
- 观察用户当前工作流(影子跟随法)
- 审阅现有报告、数据及系统输出
- 针对复杂或跨职能需求开展研讨会
-
分析与整合阶段
- 按主题分组需求(功能型、非功能型、技术型)
- 解决利益相关者间的冲突
- 使用MoSCoW或加权评分法进行优先级排序
-
验证阶段
- 与利益相关者共同审阅需求
- 通过原型或示例确认理解一致性
- 推进前获取正式签字确认
2. Business Process Analysis
2. 业务流程分析
Analysis workflow:
-
Map the current state (as-is)
- Identify actors, steps, decisions, and handoffs
- Note time spent, pain points, and error rates
- Document data inputs and outputs at each step
-
Identify gaps and inefficiencies
- Redundancies, manual workarounds, bottlenecks
- Missing integrations, duplicate data entry
- Compliance risks or audit gaps
-
Design the future state (to-be)
- Streamline or automate steps
- Eliminate non-value-add activities
- Define new roles, systems, and data flows
-
Plan the transition
- Phased rollout vs big-bang
- Change impact assessment
- Training and communication plan
分析工作流:
-
绘制当前状态(现状)
- 识别参与者、步骤、决策点及交接环节
- 记录耗时、痛点及错误率
- 记录各步骤的数据输入与输出
-
识别差距与低效点
- 冗余环节、手动变通方案、瓶颈
- 缺失的集成、重复数据录入
- 合规风险或审计缺口
-
设计未来状态(目标)
- 简化或自动化步骤
- 消除非增值活动
- 定义新角色、系统及数据流
-
规划过渡方案
- 分阶段上线 vs 一次性切换
- 变更影响评估
- 培训与沟通计划
3. Data-Driven Business Analysis
3. 数据驱动型业务分析
Analytical techniques:
| Technique | When to Use | Output |
|---|---|---|
| Cost-benefit analysis | Evaluate initiatives | ROI, payback period, NPV |
| SWOT analysis | Strategic planning | Strengths, weaknesses, opportunities, threats |
| Root cause analysis | Problem diagnosis | 5 Whys, fishbone diagram |
| Process mining | Understand actual vs documented process | Bottleneck map, variant analysis |
| Benchmarking | Compare performance | Gap vs industry leaders |
分析技术:
| 技术 | 适用场景 | 输出 |
|---|---|---|
| 成本效益分析 | 评估举措 | ROI、投资回收期、净现值 |
| SWOT分析 | 战略规划 | 优势、劣势、机会、威胁 |
| 根本原因分析 | 问题诊断 | 5Why分析法、鱼骨图 |
| 流程挖掘 | 对比实际流程与文档流程 | 瓶颈地图、变体分析 |
| 基准测试 | 绩效对比 | 与行业领导者的差距 |
4. Documentation & Communication
4. 文档编制与沟通
Key documents:
| Document | Purpose | Audience |
|---|---|---|
| Business Requirements Document (BRD) | What the business needs and why | Business stakeholders, project sponsor |
| Functional Requirements Document (FRD) | How the system should behave | Developers, QA, solution architects |
| User Stories | Feature from user perspective | Agile team, product owner |
| Process Flow | Visual step-by-step workflow | All stakeholders |
| Data Dictionary | Definitions of fields and terms | Technical team, data consumers |
核心文档:
| 文档 | 用途 | 受众 |
|---|---|---|
| Business Requirements Document (BRD) | 明确业务需求及原因 | 业务利益相关者、项目发起人 |
| Functional Requirements Document (FRD) | 定义系统应具备的行为 | 开发人员、QA、解决方案架构师 |
| 用户故事 | 从用户视角描述功能 | 敏捷团队、产品负责人 |
| 流程流程图 | 可视化分步工作流 | 所有利益相关者 |
| 数据字典 | 定义字段与术语 | 技术团队、数据使用者 |