Elicitation Techniques

1. Brainstorming

  • Brainstorming is a creative technique used to generate a large number of ideas, solutions, or approaches to address a specific problem, challenge, or opportunity. It encourages free-thinking and collaboration, where participants can openly contribute their thoughts without judgment to explore a wide variety of potential solutions.
  • This technique is especially useful when a new process needs to be identified and/or for custom development
  • Purpose:
    • Stimulates creative thinking and fosters innovative ideas.
    • Helps uncover new perspectives and unconventional solutions.
    • Promotes collaboration among diverse stakeholders, encouraging input from all participants.
    • Generates a wide range of potential solutions to explore and refine.
  • Common Techniques:
    • Traditional Brainstorming: A group session where participants quickly share ideas, typically using a whiteboard or sticky notes to capture everything.
    • Mind Mapping: Ideas are visually organized around a central theme using branches.
      • Useful for understanding relationships between concepts.
    • Round-Robin Brainstorming: Participants take turns sharing one idea at a time.
      • Encourages equal participation and prevents dominant voices from taking over.
    • Brainwriting or Silent Brainstorming: Participants write down their ideas individually before sharing with the group, ensuring that introverted participants also have a voice.
      • This also helps reduce groupthink and ensures everyone’s input is considered.
    • SCAMPER: A structured technique where ideas are generated using prompts:
      • Substitute
      • Combine
      • Adapt
      • Modify
      • Put to another use
      • Eliminate
      • Reverse
    • Starbursting: Focuses on generating questions (who, what, when, where, why, how) rather than solutions.
      • Ensures thorough exploration of a problem or idea.
    • SWOT Analysis: Structured approach analyzing Strengths, Weaknesses, Opportunities, and Threats.
      • Useful for strategic planning and decision-making.
    • Rapid Ideation: Participants generate as many ideas as possible within a set time limit.
      • Encourages creativity without judgment.
    • Nominal Group Technique (NGT): Each participant ranks ideas individually, then the group discusses and votes on priorities.
      • Helps in structured decision-making.
    • Crazy 8s: A design-focused technique where participants sketch 8 ideas in 8 minutes.
      • Used in UX and wireframing to quickly explore concepts.
  • See Guide to Effective Brainstorming for a step-by-step guide on effective brainstorming.

2. Diagramming

  • Diagramming is a technique that helps visually represent processes, systems, workflows, data flows, and relationships between entities. It provides a clear and structured way to communicate complex information, enabling stakeholders to understand business processes, system requirements, and areas for improvement.
  • Purpose:
    • Clarity & Communication – Helps convey complex ideas and relationships effectively.
    • Process Understanding – Provides insights into workflows, inefficiencies, and redundancies.
    • Requirement Analysis – Supports identifying gaps and refining business requirements.
    • Stakeholder Collaboration – Bridges communication gaps among business users, developers, and project teams.
    • Decision Making – Aids in visualizing impacts and dependencies to support strategic decisions.
  • Common Diagram Types
    • Process Flow Diagrams – Depict the sequence of activities in a business process.
    • Use Case Diagrams – Show interactions between users (actors) and a system.
    • Entity-Relationship Diagrams (ERD) – Represent data models and relationships.
    • Swimlane Diagrams – Assign responsibilities to different stakeholders in a process.
    • Data Flow Diagrams (DFD) – Illustrate how data moves within a system.
    • Wireframes – Low-fidelity visual structures for UI/UX design.
    • State Diagrams – Represent system states and transitions.
  • Common Diagramming Tools
    • Draw.io (for wireframes, process flows, and ERDs)
    • Microsoft Visio (for professional process maps and flowcharts)
    • Lucidchart (for collaborative diagramming)
    • BPMN Tools (e.g., Bizagi, Signavio for business process modeling)
  • See Diagramming for a more in-depth look at visual representation types.

3. Document Analysis

  • Document Analysis is the process of reviewing and evaluating existing documentation to extract relevant information, identify gaps, and derive business insights.
  • Purpose
    • Helps understand current processes, policies, and requirements.
    • Identifies inconsistencies or missing information.
    • Provides a foundation for requirement elicitation and validation.
    • Supports decision-making by leveraging historical and regulatory documents.
  • Examples:
    • Business process documents
    • Policies and procedures
    • Contracts and agreements
    • System manuals and technical specifications
    • Compliance and regulatory guidelines
    • Historical reports and meeting minutes
  • See Document Analysis Checklist for a guide on performing effective document analysis.

4. Focus Groups

  • A Focus Group is a facilitated discussion involving a small group of participants to gather insights, opinions, and feedback on a specific topic, product, service, or process.
  • Purpose:
    • Helps understand user needs, preferences, and pain points.
    • Provides qualitative insights that surveys or data analysis might miss.
    • Encourages diverse perspectives through group interaction.
    • Validates assumptions and refines requirements before implementation.
  • Key Characteristics:
    • Typically consists of 6 to 12 participants.
    • Led by a moderator who ensures focused discussion.
    • Uses open-ended questions to encourage detailed responses.
    • Participants are selected based on relevant criteria (e.g., end-users, customers, stakeholders).
  • See Focus Group Guide for step-by-step guidance on facilitating effective focus groups.

5. Interface Analysis

  • Interface Analysis is the process of identifying, defining, and evaluating the interactions between systems, applications, and hardware to ensure seamless communication and data flow.
  • Purpose:
    • Identifies how different systems or components interact.
    • Ensures data consistency, accuracy, and security across integrated systems.
    • Helps detect gaps, inefficiencies, or potential failure points in system integration.
  • Common Types of Interfaces:
    • Application Interfaces (API) – Communication between different applications or services.
    • System Interfaces – Integration between software, databases, and hardware components.
    • Hardware Interfaces – Interaction between physical devices (e.g., IoT, embedded systems).
  • See Interface Analysis Guide for step-by-step guidance on conducting effective interface analysis.

6. Interviews

  • An Interview is a structured, semi-structured, or unstructured conversation between a business analyst and one or more stakeholders to gather requirements, clarify business needs, and explore challenges or opportunities.
  • Purpose:
    • Helps gather in-depth qualitative insights directly from stakeholders.
    • Identifies business needs, expectations, and pain points.
    • Clarifies ambiguous or conflicting requirements.
    • Builds rapport and trust with stakeholders.
  • Types of Interviews:
    • Structured – Predefined questions, consistent format (useful for standardized data collection).
    • Semi-Structured – A mix of predefined questions with flexibility for follow-up discussions.
    • Unstructured – Open-ended, free-flowing conversation to explore topics in-depth.
  • See Interview Guide for step-by-step guidance on conducting effective interviews.

7. Observation

  • Observation is a technique where a business analyst studies stakeholders, processes, or systems in their natural environment to understand workflows, identify inefficiencies, and uncover implicit business needs.
  • Purpose:
    • Captures real-world behaviors, interactions, and challenges.
    • Identifies undocumented processes or inefficiencies.
    • Helps validate stakeholder feedback by seeing actual workflows.
    • Useful when stakeholders struggle to articulate their needs.
  • Types of Observation:
    • Active (Participatory): The analyst engages in the process while observing.
    • Passive (Non-Participatory): The analyst watches without interfering.
    • Structured: Uses predefined checklists and objectives.
    • Unstructured: Open-ended observation with flexible focus areas.
  • Common Use Cases:
    • Understanding how users interact with a system or tool.
    • Identifying inefficiencies in business processes.
  • See Observation Guide for step-by-step guidance on conducting effective observations.

7. Workshops

  • A Workshop is a structured, interactive, and collaborative session where business analysts, stakeholders, and subject matter experts come together to discuss, explore, and solve specific business problems, gather requirements, and create solutions.
  • Purpose:
    • Encourages collaboration and active participation among stakeholders.
    • Facilitates creative problem-solving and idea generation.
    • Helps ensure that requirements and solutions are aligned with business needs.
    • Fosters a sense of ownership and commitment among participants.
  • Types of Workshops:
    • Requirements Elicitation Workshops – Gather business requirements, discuss scope, and identify user needs.
    • Design Workshops – Collaborate on designing system interfaces, workflows, or processes.
    • Prioritization Workshops – Prioritize features, functionalities, or projects based on business value.
    • Process Mapping Workshops – Define and map out business processes and workflows.
    • Brainstorming Workshops – Generate ideas for solutions or innovations.
  • See Workshop Guide for step-by-step guidance on facilitating effective workshops.