Skip to main content

How to handover BA stuff during transition?

I am in transition period now. And among other handovers, I am also responsible for handing over the bastion of 'BA stuff' to another designated person (DP). To begin with, the stuff for handing over was entire project documents and related training about the project to the DP. Predictably, I had to sit along with the DP and perform or make him perform all the tasks related to the project on UAT environment including population of various tables and necessary configurations. Also, the need of the project and nuances of the project had to be described and clarified. To the DP's credit, this project was new to him. Also, he wasn't given complete training of the platform/workflow.  The DP was also the new process owner of the workflow.

This got me wondering how to handover the BA stuff during transition. I did a little research and found few links. The description in the links pointed more towards documents and contact matrices. But what about the various process steps and understanding about the process that the BA has accumulated over the entire period of the project? Will the documents and contact matrices enough for the new BA to understand the business process(s), the way project is implemented, and the other nuances? How to handle things post-handover?

I am wondering about the process I followed. I shared the documents with the DP and then we jointly went through each and every step of the workflow, sort of UAT. We also discussed various issues that cropped up. It turned out that most of the issues were configuration issues only. This resolved a lot of queries the DP had about the workflow and clarified the understanding of the workflow itself to the DP. This is definitely a lengthy and time consuming process. But the advantages outweigh these burdens.

This again made me wondered if other solutions are possible. One could be having two BAs for the project. Is it feasible considering cost involved in having two BAs for one project especially for a single client?

Links on 'how to handover a project to a business analyst'
http://aoteastudios.com/2011/07/24-things-to-find-out-when-taking-over-a-project/
http://stackoverflow.com/questions/1377184/how-to-hand-over-a-project-systematically

Comments

Popular posts from this blog

Marketing in Professional Services: Lessons from Inside the Legal Industry - Part 3

In Parts 1 and 2, I looked at how legal firms grow through strategic content and high-quality deliverables. In this final part, I turn to the human and forward-facing side of growth: building relationships, defining a clear vision, and modernizing marketing by using business-focused language over legal jargon. Together, these elements shape how firms connect, communicate, and compete in today’s market. Business Development: The Role of Relationships and Vision One of the most critical lessons I learned is that business development is always a direct reflection of leadership vision . Some firms lean heavily on relationship-driven, personalized sales. Others prioritize broad-based marketing and visibility. Networking events and industry conferences became an important space — not necessarily for immediate client wins, but for gathering market intelligence: Emerging policy directions The movement and priorities of key industry players New business ...

Technology Transfer and IP Licensing from a Marketing Perspective

 In today’s fast-paced, technology-driven world, intellectual property (IP) is no longer just a legal asset or a checkbox for investors. IP has become a powerful marketing tool—cutting across industries and departments. Whenever there's a conversation around mergers and acquisitions, divestments, spin-offs, or joint ventures, two terms often come up: technology transfer and licensing . Technology transfer is exactly what it sounds like—the sharing or transmission of technology. This can include know-how, skills, manufacturing methods, and other proprietary knowledge. But here's the key: there is no transfer of IP ownership and no permission to use the IP unless explicitly stated. The IP stays with the original owner. You’ll typically see this kind of collaboration between universities and industries, governments and private entities, or within multinational corporations—where regional teams share innovations to boost R&D and bring products from the lab to the market. ...

Why effective change management is necessary?

A simple Google search throws various search results on 'change management'. We have implemented lot of change requests so that the workflow is simplified and caters to users in a more effective way. Here, I sum up the reasons as to why not just change management but effective change management is necessary for success of implemented projects. 1. Simplifying the workflow: The designing of workflow goes through a rigorous process. Even then when the workflow is implemented, there are still some aspects which can be simplified. The reason for the same is because different users are using the workflow. When different users use the workflow, different ideas come to simplify the workflow. 2. Catering to growing business: During the planning and analysis phase, the process flows are documented according to current business objects and accordingly designing of workflow is initiated. In most cases, the business objects and the aim of designing a workflow is to reduce waste by stre...