Business analyst interviews check two things: that you know the craft of requirements, and that you can keep a room of people with different goals moving towards one answer. Expect a few questions on your path and the role, a block on elicitation, requirement documents, acceptance criteria and process models, some checks on UAT, agile work and basic SQL, and a case where you think out loud. The rest are stories from past projects and what-would-you-do calls. Each question shows what the interviewer is listening for, a shape for your answer and a sample you could say. Swap in your own projects before the day.
Search all questions by round, difficulty and level, or save the ones you want to practice.
Motivation
Core job: understand the problem, then define what the solution must do and why.
The bridge: keep business, delivery and testing working from the same understanding.
The limits: a BA doesn't decide priorities alone or design the technical solution.
“I'd say a BA makes sure the team builds the right thing. Before anything gets built, I find out what problem the business is really trying to solve, who's affected, and what 'done' looks like. Then I write that down in a form everyone can use: the business can confirm it's right, developers can build from it, and testers can check against it. During delivery I answer questions, handle changes and help with testing so nothing gets lost in translation. What I don't do is decide priorities on my own, that's the product owner or sponsor, and I don't design the technical architecture. I bring the options and the trade-offs, and the right people decide.”
Saying a BA just takes notes in meetings, or claiming the BA decides what gets built.
Elicitation
The toolbox: interviews, workshops, observation, document analysis, surveys, prototyping.
How you choose: by the number of people, how well they can describe the work, and how much conflict there is.
Example: one project where the choice mattered.
“The ones I use most are one-to-one interviews, group workshops, observing people at work, reading existing documents and reports, surveys, and quick prototypes or wireframes. I pick based on the situation. If I need depth from a few experts, I interview them one at a time. If several teams have to agree, I run a workshop so the disagreements surface in the room, not later. When people say 'it's simple, we just process the form', I watch them do it, because the real steps and workarounds only show up on screen. Surveys work when I need a broad view from many users. And when people can't describe what they want, a rough prototype gets better reactions than any question. Usually I combine two or three.”
Naming only meetings and email, or listing techniques with no sense of when each fits.
The block: who, and why they couldn't or wouldn't help.
Make it easy: prepare, shorten the ask, go to them.
Other sources: documents, reports, other users.
Result: what you got, and whether you had to escalate.
“On a payroll change project, the one person who really understood the overtime rules was the payroll supervisor, and it was her busiest month. She kept cancelling. So I stopped asking for an hour. I read the policy documents and old tickets first, drew a draft process, and wrote down only the questions I couldn't answer myself, about eight of them. Then I asked for fifteen minutes at her desk at a time she chose. Because I'd done the groundwork, she mostly just corrected my draft, which is much faster for someone busy. She actually offered a second slot after that. I also spoke to two of her team for the everyday cases, so I only needed her for the tricky rules. I didn't need to escalate at all.”
Saying you waited until they were free, or escalated to their manager at the first cancellation.
Requirements
Functional: a behaviour the system must perform, a feature or rule.
Non-functional: a quality the system must have, such as speed, security, availability or usability.
Make it testable: a number or a clear condition, not an adjective.
“A functional requirement describes what the system does. On an expense tool I worked on, one was: the system must send a claim to the employee's line manager for approval once it's submitted. A non-functional requirement describes how well it has to do things, the qualities around the features. On the same tool: the approval screen must load within two seconds for nearly all requests at normal load, and only the claimant, their manager and finance can see a claim. The trap with non-functionals is writing 'fast' or 'secure'. I always push for a number or a condition someone can test, because otherwise nobody can say whether it's been met, and non-functionals tend to get discovered late, when they're expensive to fix.”
Giving 'the system should be user-friendly' as a finished non-functional requirement.
| BRD | the business need, goals, scope and high-level requirements, written for the business. |
|---|---|
| FRD | how the system must behave in detail, written for the delivery team. |
| User stories | small, valuable slices of need, refined just in time in an agile backlog. |
Choosing: match the format to the method, the contract and the audience.
“A BRD, the business requirements document, answers why and what at a business level: the problem, the objectives, scope, stakeholders and high-level needs. Its readers are the sponsor and business owners, and it's what they sign off. An FRD, the functional requirements document, goes a level down into how the system has to behave: screens, rules, data, integrations, error handling. That's for designers, developers and testers. User stories come from agile work. Each one is a small need from a user's point of view with acceptance criteria, and they're detailed just before the team builds them rather than all up front. On a fixed-scope vendor project I'd write a BRD and an FRD, because the contract needs a baseline. On an agile product team I'd keep a short vision and scope page, then work in stories.”
Saying they are all the same document with different names, or that agile teams need no written requirements.
Definition: how an actor reaches a goal with the system, step by step.
Sections: actors, preconditions, trigger, main flow, alternate and exception flows, postconditions.
Versus stories: a use case covers the whole interaction; a story is a small slice of value to discuss and build.
“A use case describes how someone, the actor, uses a system to reach a goal, step by step. I include the actor, the preconditions that must be true first, the trigger, the main success flow, the alternate flows where things go a different but valid way, the exception flows where something fails, and the postconditions, meaning what's true once it's done. For 'withdraw cash' at an ATM, an alternate flow is picking a preset fast-cash amount instead of typing one, and an exception is insufficient funds or a wrong PIN. A user story is much smaller and lighter. It's a placeholder for a conversation: who wants what and why, plus acceptance criteria. I'd use a use case when the interaction is complex or high risk, and often a single use case gets broken into several stories for the backlog.”
Describing only the main flow and skipping the alternate and exception paths, which is where most missed requirements hide.
What it is: a table linking each requirement back to its business need and forward to design, build items and test cases.
Coverage: every requirement has a test, and nothing gets built that no requirement asked for.
Change impact: when a requirement changes, you see at once what else it touches.
Keep it light: on agile teams, links between epics, stories and tests in the backlog can do the same job.
“It's a table that links each requirement in two directions. Backwards to where it came from, the business objective or the person who asked for it, and forwards to the design, the build items and the test cases that cover it. I use it for three things. Coverage: before UAT I can show every requirement has at least one test, and that nothing's being built that no requirement asked for, which is how gold-plating gets caught. Change impact: when someone wants to change a requirement, I can see straight away which screens, stories and tests it touches. And sign-off: at the end it shows the business owner what was delivered and tested against what they asked for. On agile teams I don't keep a separate spreadsheet. Linking epics, stories and tests in the backlog does the same job with less upkeep.”
Describing it as a plain list of requirements with no links to sources or tests.
Categories: Must have, Should have, Could have, Won't have this time.
The test for Must: without it the release fails or is unusable, illegal or unsafe.
Where it breaks: everything is a Must; fix it with the test and a cap on how much effort the Musts can take.
“MoSCoW sorts requirements into Must have, Should have, Could have and Won't have this time. A Must is something without which the release is pointless, unsafe or illegal. A Should is important but there's a workaround. A Could is nice if there's time, and a Won't is agreed out of this release, which is useful because it's written down. Where I've seen it go wrong is when every stakeholder labels everything a Must, so the list means nothing. What helped was asking for each Must, 'If this weren't there on day one, would we still go live?' and keeping Musts to no more than about three fifths of the effort, which is what DSDM, the method MoSCoW comes from, suggests. That leaves room to absorb surprises. Once that's in place, the conversations get honest quickly.”
Defining the letters but having no answer for the room where everything is a Must.
Ask: fast for which task, and compared with what today?
Quantify: response times, steps, or time to complete a task.
Confirm: play the measures back and agree how they will be tested.
“I'd start by asking what 'fast' and 'easy' mean to them in practice. Which tasks do they do most often? What's slow or frustrating today? Usually it comes down to a few specific tasks. Say it's searching for a customer record. Then fast might become: search results appear within two seconds for at least 95 out of every 100 searches at normal load. Easy might become: a new starter can find and update a customer's address without help after a short walkthrough, or the task takes no more than three screens. I'd write those down, check them with the stakeholder and with the developers for realism, and agree with the testers how they'll measure them. That turns a feeling into something we can pass or fail.”
Writing 'the system shall be fast and user-friendly' into the spec as it was said.
Agile Delivery
Story: as a user who forgot my password, I want to reset it so I can get back in.
Criteria: happy path plus expired link, unknown email and weak password.
Good criteria: testable, clear pass or fail, about behaviour not design, agreed before build.
“I'd write them in Given, When, Then form so they read like test cases. The happy path is: given I've requested a reset, when I open the link and set a valid new password, then I can sign in with it and the old one stops working. Then the edges: an expired or already used link, a password that breaks the rules, and an email address we don't recognise. That last one is interesting, because for security the screen should show the same message whether or not the account exists, so nobody can use it to check who's registered. Good criteria are testable with a clear pass or fail, describe behaviour rather than button colours, and are agreed with the team before development starts, not written after.”
Given I requested a reset and my link has not expired
When I set a new password that meets the rules
Then I can sign in with it and the old password no longer works
Given my reset link has expired or was already used
When I open it
Then I see a message and can request a new link
Given I enter an email address on the reset page
When I submit it
Then I see the same confirmation whether or not an account exists
Writing only the happy path, or criteria like 'reset works properly' that nobody can test.
Stakeholders
Be honest: say you don't know yet.
Show your thinking: what you do know and how you'll find out.
Follow up: a named time, and actually do it.
“I'd say so plainly: 'I don't know that yet, and I don't want to guess.' Then I'd share what I do know and how I'll find out, for example, 'I've mapped the approval step, but I haven't looked at how refunds are handled. I'll check with the finance team and come back to you by Thursday.' Then I'd make sure I do exactly that. As a BA, my value is that people can trust what I write down. If I guess once and I'm wrong, they'll start double-checking everything I say. Admitting a gap also often helps, because the stakeholder may know the answer, or know who does, and it shows I'm careful about getting things right.”
Bluffing an answer to look knowledgeable in front of a senior person.
Testing and UAT
Check: compare against the signed-off requirement or acceptance criteria.
Talk: explain the difference to the user and confirm the need behind it.
Route: a defect goes to fixing; a change goes to change control with impact.
Look back: was the requirement ambiguous? If so, own it.
“I'd check it against what we agreed: the requirement, the acceptance criteria, any mock-ups. If the system does what was agreed, it's not a defect, even if the user's need is real. I'd explain that to the user in plain terms and make clear I'm not dismissing it: the need still gets logged, just as a change request, so it's assessed and prioritised properly rather than squeezed in as a fix. If it's urgent, I'd flag that to the product owner. But I'd also be honest with myself. If the requirement was vague enough that both readings were reasonable, that's partly on me, and I'd say so. In triage those grey cases usually get decided by the business owner, and I record the reasoning.”
Rejecting it flatly as out of scope without logging the need anywhere.
Data and SQL
Clarify: does 'no orders' include customers who never ordered?
Approach: start from customers and exclude anyone with a recent order.
Check: row counts make sense, and date syntax differs by database.
“First I'd clarify one thing: should customers who've never ordered be included? As written, they would be, so I'd confirm that's wanted. My approach is to start from the customers table and keep only those with no matching order in the window, using NOT EXISTS. It reads almost like the question, and it avoids a classic left join slip where the date filter lands in the WHERE clause and quietly changes the result. The date arithmetic varies by database, so I'd adjust that line to whatever we're using. Before sharing the result, I'd sanity-check the count against the total number of customers and spot-check a few names in the source system, because a wrong join or a time zone issue on the order date is easy to miss.”
SELECT c.customer_id, c.customer_name
FROM customers c
WHERE NOT EXISTS (
SELECT 1
FROM orders o
WHERE o.customer_id = c.customer_id
AND o.order_date >= CURRENT_DATE - INTERVAL '90' DAY
);
Using an inner join to orders, which silently drops every customer who never ordered.
Motivation
Path: the two or three steps that led you here, such as a degree, an operations job or a testing role.
The pull: the moment you realised you liked translating between business and delivery.
Next: the kind of problems or domain you want to work on now.
“I started in operations at a logistics firm, handling shipment exceptions. I kept noticing that most of the mess came from the system not matching how people actually worked, so I started writing up the workarounds and taking them to the IT team. One of those write-ups turned into a small project, and the project manager asked me to own the requirements. That's when I realised I enjoy the translating part: sitting with the people who do the work, working out what they really need, and making it clear enough that a developer can build it. Since then I've done two full projects as a BA. Next, I'd like a role where I'm involved from the problem definition, not just handed a solution to document.”
Describing the role as writing documents, with no mention of the people or the problems behind them.
What they do: the business model in one or two sentences.
Where analysis matters: a process or change you can guess they are working on.
Your fit: domain knowledge or a transferable project you can point to.
“From what I've read, you run a subscription business for small clinics, and most of your growth is coming from moving customers off older on-site software onto your cloud product. That tells me a lot of the BA work here is probably migration: understanding how each clinic works today, mapping that to the new product, and spotting where the gaps are before a customer goes live. That's close to what I did on my last project, where we moved branch offices from spreadsheets to a shared system and I ran the as-is workshops. I'm also drawn to healthcare because the processes have real rules behind them, so getting the requirements right actually matters to the people at the other end.”
Reading the company's homepage back without a single thought about where analysis would be needed.
Requirements
The miss: what it was and how it came to light.
Cost: the rework or impact, stated plainly.
Fix: how you recovered at the time.
Change: the habit you use now so it doesn't happen again.
“On an invoicing project I documented the monthly billing run in detail but never asked about the year-end process, because nobody mentioned it and I didn't think to ask. In UAT, finance tried their year-end adjustments and there was no way to do them. We had to add two extra sprints and push the launch back, and the finance lead was rightly frustrated with me. I owned it, ran a quick session to capture exactly what year-end needed, and kept the team updated daily. What I do differently now is walk every process through a full calendar year and ask about the unusual events, like year-end, audits, peak season and exceptions, not just the normal day. I also ask 'what happens rarely but hurts when it goes wrong?' in every workshop.”
Picking a trivial mistake, or telling the story so it was entirely someone else's fault.
Agile Delivery
Early: involve them in refinement before requirements are final.
During: be available, answer quickly, update the story when things change.
In return: challenge unclear requirements and raise surprises early.
“I like to bring developers and testers in early, before a story is final, because they spot gaps I miss. A tester asking 'what if this field is blank?' in refinement saves a defect later. During the sprint, I try to be easy to reach and answer the same day. If an answer changes the requirement, I update the story straight away so we're all looking at the same thing, not a chat thread. In return I'd ask them to challenge anything that doesn't make sense rather than guess, and to tell me early when something's harder than expected, so I can go back to the business with options while there's still time. I don't mind being told a requirement is unclear. That's the cheapest time to find out.”
Describing the job as writing the spec and handing it over, then moving on.
Stakeholders
Identify: sponsor, users, their managers, support, compliance, owners of connected systems; ask each who else is affected.
Analyse: place them on a power and interest grid, and note what each one cares about and worries about.
Plan: manage closely, keep satisfied, keep informed or monitor; use a RACI chart where decision rights are unclear.
Revisit: update the map as the project moves, because roles and influence change.
“I start with the obvious names, the sponsor, the people who'll use the system and their managers, and I ask each of them who else is affected or could stop this. That's how the quiet ones turn up: the compliance officer, the support team who'll take the calls, the owner of a system we feed. Then I place them on a power and interest grid. High power and high interest, like the sponsor, I manage closely with regular one-to-ones. High power but low interest, like a finance director, I keep satisfied with short updates at key decisions. High interest but low power, usually the end users, I keep informed and involve in workshops and testing. Where it's unclear who approves what, a simple RACI chart settles it. And I revisit the map, because a quiet stakeholder can get very loud the week before go-live.”
Naming only the sponsor and the users, or engaging every stakeholder the same way whatever their influence.
Understand: what the report is for and whether it is needed at go-live.
Assess: effort and risk with the team, including testing time.
Options: add it and move something, deliver it just after go-live, or a manual stopgap.
Decide: the sponsor chooses, and the change is recorded.
“I wouldn't say yes or no on the spot. First I'd ask what the report is for and whether they really need it on day one, or just soon. Then I'd take it to the team for a quick estimate, including testing, because 'quick' reports often need new data that isn't there yet. With that, I'd go back to the sponsor with options: we can add it but something else moves out or go-live moves, we can deliver it in the first release after go-live, or we can give them a manual extract for the first few weeks. Usually a stopgap is fine once they see the trade-off. Whatever they choose, I'd log it as a change so the scope decision is on record.”
Quietly agreeing to squeeze it in, or refusing outright because scope is frozen.
Elicitation
Scope: who uses it, for what, and what it connects to.
Sources: users, observation, screens, reports, data, the code with developer help.
Hidden rules: batch jobs, calculations, integrations, rare cases.
Confirm: play back findings and plan parallel runs or reconciliation.
“I'd start broad: who uses it, for what, and what other systems it feeds or reads from. Then I'd gather knowledge from every source I can. I'd sit with users while they work, go through every screen and report, and look at the data itself, because the tables often reveal rules nobody remembers, like status codes or fields that change meaning. A developer reading the code with me helps with calculations and overnight jobs that nobody sees. I'd pay special attention to the rare events, month-end, corrections, reversals, because that's where legacy systems hide logic. I'd write it all up and play it back to the users to confirm. And I'd push for comparing outputs from the old and new systems on real data before switching off, because something will still be missing.”
Planning to just copy the old system's screens, or relying on one long-serving user's memory.
Agile Delivery
| Product owner | owns the backlog order and the value decisions. |
|---|---|
| BA | refines items, writes stories and criteria, analyses the domain, answers questions during the sprint. |
Cadence: stay a sprint or two ahead, join refinement, review and planning.
“In Scrum the product owner is accountable for the backlog: what's in it, what order it goes in, and what value each item delivers. Scrum doesn't name a BA role, so on the teams I've worked in the BA sits with the developers and supports that by doing the analysis underneath. I work a sprint or two ahead, breaking epics into stories, writing acceptance criteria, mapping the process or data where it's complex, and chasing the business answers before the team needs them. In refinement I walk the team through upcoming items; during the sprint I'm the person developers and testers come to with 'what should happen if'; and in the review I help check it meets the need. The line is decisions: I bring options and trade-offs, the product owner decides the order and what's in or out. On smaller teams one person may do both.”
Saying the BA sets the backlog priority, or that agile teams don't need analysis.
Understand: what drives the size, with the developers.
Revisit the need: the goal behind the requirement, and whether a simpler version meets it.
Options: slice it, phase it, cut something else, or move the date.
Decide: the product owner or sponsor chooses with the facts.
“First I'd sit with the developers and understand what makes it big. Often it's one part, like a complex integration or an edge case that affects very few users. Then I'd go back to the business goal behind the requirement. Is there a simpler version that meets the need on day one? For example, handling the common case automatically and the rare case manually for now. I'd come back with two or three options: a smaller first slice with the rest later, dropping or delaying something else of equal size, or accepting a later date. Each option would show what the business gets and what it gives up. Then the product owner or sponsor decides. What I wouldn't do is pressure the developers to shrink their estimate.”
Asking the developers to just try harder, or quietly cutting scope without telling the business.
Process Modeling
As-is: capture today's real process, including workarounds, with the people who do it.
Analyse: find delays, handoffs, rework and pain points.
To-be: redesign, then check it with the same people.
BPMN basics: pools and lanes, tasks, gateways, start and end events, sequence and message flows.
“For the as-is, I sit with the people who actually do the work and map what really happens, not what the procedure says, because the workarounds are usually where the problems are. I keep it in swimlanes so handoffs between teams are obvious. Then I mark the pain points: waits, rework loops, duplicate data entry, approvals that add nothing. The to-be is the redesigned version, and I walk it through with the same people to check it works in practice. In BPMN I use a small set: pools and lanes for who does what, tasks, start and end events, exclusive gateways for decisions, parallel gateways when things happen at the same time, sequence flows inside a pool and message flows between pools. More symbols than that and business readers switch off.”
Modeling the as-is from the policy document without talking to the people doing the work.
Current state: what the business does and needs today.
Future state: what the new product does out of the box.
Gaps: each difference, with its impact.
Decision per gap: change the process, configure, build, work around or accept.
“Gap analysis compares where you are with where you need to be, and lists what's missing in between. With a packaged product, I'd start by listing the business's required processes and rules, then walk through the product's standard behaviour against each one, ideally in a demo with real scenarios, not a sales deck. Every difference becomes a row: what we need, what the product does, the impact, and how big the gap is. Then each gap needs a decision. Can the business adopt the standard process? Can we configure it? Do we need a custom build, a manual workaround, or do we accept losing that feature? I push hard for adopting the standard where the process isn't a real differentiator, because every customisation costs money at every upgrade.”
Treating every gap as something to build, which turns a packaged product into a custom one.
Problem: the process and why it mattered.
Baseline: what you measured before touching it.
Change: what you found and what you redesigned.
Proof: the same measure after, and what you learned.
“At my last company, onboarding a new supplier took around three weeks and procurement kept getting complaints. Before changing anything, I took the last few months of supplier records and measured each stage, which showed most of the time was waiting, not work. The form bounced between procurement, finance and legal by email, and each team checked things the others had already checked. I mapped the as-is with all three teams, and we agreed a to-be with one shared form, the checks run in parallel instead of in sequence, and legal review only above a risk threshold. After three months on the new process, I measured the same stages the same way, and onboarding had dropped to about a week. The rework loop from missing bank details had almost disappeared too.”
Claiming a big improvement with no baseline, so there's no way to know what changed.
Stakeholders
Situation: who wanted what, and why it mattered.
Dig: the underlying goal behind each demand.
Resolve: options tied to project objectives, decided by the right owner.
Result: what was built and how the relationship held up.
“On a claims system project, the operations lead wanted claims auto-approved under a threshold to clear the backlog, while the risk manager wanted every claim reviewed by a person. In separate conversations I asked each of them what they were really trying to protect. Operations cared about turnaround time, risk cared about fraud. Once that was clear, I pulled the historical claims data and showed that almost all fraud cases shared a few features. So I proposed auto-approval only for low-value claims without those flags, with a random sample still reviewed. I took both options to the sponsor with the data and the trade-offs, and she chose that version. Turnaround improved noticeably, and the risk manager later asked for the same approach on another product.”
Saying you simply went with the more senior person, or that you decided yourself.
The ask: the solution they brought.
Back to the problem: questions that uncovered the real need.
Options: whether their idea still fit, or something better did.
Outcome: what was built, and how they felt about it.
“A regional manager asked me to add a new dashboard for his team, with a list of about twenty charts he'd sketched. Instead of starting on the charts, I asked what decisions he wanted to make from it and what he did today without it. It turned out the real problem was that he found out about late deliveries only after customers complained. Most of the charts wouldn't have fixed that. What he needed was an alert when a delivery was at risk, plus two or three of his charts for the weekly review. I showed him both options side by side, and he chose the alert first. He was a bit put out at the start, but once the alerts caught problems early he became one of the project's biggest supporters.”
Documenting the requested solution without asking why, or telling the stakeholder their idea was wrong.
Find the reason: too long, unclear, unsure, or afraid to commit.
Lower the barrier: a summary, a walkthrough, sign-off in parts.
Manage risk: start on low-risk agreed parts, record assumptions.
Escalate: openly and with dates, if nothing moves.
“I'd go and talk to them to find out why it's stuck. Often the document is too long to review, or they're unsure about one section and worried that signing means they can't change their mind. So I'd offer a short walkthrough of the key decisions instead of the whole document, and suggest signing off in parts, so the team can start on what's already agreed. I'd also explain how changes will be handled after sign-off, which usually removes the fear. Meanwhile, the team could start on the parts with the least risk of change, with the assumptions written down. If it still doesn't move, I'd tell the owner openly that I'll raise it with the project sponsor, showing the date impact, rather than going around them.”
Letting the team build on unsigned requirements without recording the risk, or escalating without talking to the owner first.
Testing and UAT
Purpose: real users confirm the solution supports their work, not a repeat of system testing.
Plan: scope, entry and exit criteria, scenarios from real work, testers, data and environment.
Run: daily triage of findings, clear severity, retests.
Sign-off: the business owner, against the agreed exit criteria.
“UAT is where the people who'll use the system check it supports their real work. It's not a repeat of system testing, so I base the scenarios on end-to-end business situations, like a customer changing their address halfway through an order, rather than screen-by-screen checks. I plan the scope, who's testing and when their time is freed up, realistic test data, the environment, and the entry and exit criteria, for example no open critical defects and every high-priority scenario passed. During the run I hold a short daily triage to sort real defects from questions and change requests, and track retests. Sign-off comes from the business owner, not the BA or the delivery team, because they're accepting that it's fit for their business.”
Saying the BA or the testers sign off UAT on the business's behalf.
Listen: find out exactly what stops them, with real examples.
Diagnose: a missed requirement, a usability problem, or a change management issue.
Act: quick fixes, a prioritised list, training or process changes.
Decide: take it to the sponsor with impact on go-live.
“I'd take it seriously, because a system nobody uses has failed however well it matches the spec. First I'd sit with a few of the users and ask them to show me where it breaks down in their real day. It might be a missed requirement, like a step they do for one customer type that nobody mentioned. It might be usability, like five screens where they used to have one. Or it might be fear of change and not enough training. Each needs a different answer. I'd sort the issues into quick fixes, things that need a change request, and things that training or a process tweak solves, then take that to the sponsor so we can decide together whether we go live, delay, or go live with a fix list. I'd also look at why our elicitation missed it.”
Saying the users signed off the requirements so it's their problem.
Data and SQL
Belief: what the business was sure of, and the decision riding on it.
Evidence: what you pulled and how you checked it was right.
Delivery: how you shared it without making anyone look foolish.
Outcome: what changed as a result.
“At my last company, the sales team was convinced that customers cancelled because of price, and they wanted a discount scheme. Before writing requirements for it, I pulled cancellation data and joined it to support tickets. Most people who cancelled had raised two or more setup tickets in their first month, and price was rarely mentioned. Before sharing, I had a data analyst check my query, because I didn't want to be wrong in front of the head of sales. Then I showed it to him privately first, framed as 'here's something we should look at together', rather than in a big meeting. He was sceptical, so we agreed to also test a better onboarding flow. Cancellations dropped for the group that got it, and the discount scheme was shelved.”
Presenting the finding as proof the business was wrong, or never checking the data before sharing it.
Case Study
Frame: confirm the goal, the size of the drop and who is affected.
Diagnose: funnel data by device and applicant type, session recordings or support tickets, and talking to real applicants.
Options: fix the causes you find, compare effort and impact.
Measure: define success and how you will test the change.
“I'd start by framing it: what's the business goal, completed applications, and how big is the drop compared with other steps? Then I'd break the data down. Is it worse on phones? For certain document types? For new versus returning applicants? Next I'd look at support tickets and error logs for that step, and talk to a handful of people who dropped out, because data shows where people leave, not why. Likely causes might be files too large for the limit, no way to photograph a document on a phone, or people simply not having the document with them. Each cause points to a different fix: raise the limit, add camera upload, or let people save and upload later. I'd rank them by impact and effort, and agree a success measure, like completion at that step, before we build anything.”
Jumping straight to a redesign without finding out why people leave.
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