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Practical reference

Techniques — pick the right tool for the job

27 core BA techniques. For each, when to use it, when not to, and a simple worked example. Then test your judgement with 12 scenario-based quick-match questions.

✓ When to use

  • •You need deep, qualitative insight from a specific stakeholder or SME.
  • •Topics are sensitive, political, or confidential.
  • •Stakeholders are geographically distributed and group sessions are hard to schedule.

✕ When NOT to use

  • •You need consensus across many stakeholders — use a workshop instead.
  • •You need quantitative data from a large population — use a survey.
  • •Time and budget are extremely limited and document analysis would suffice.

Simple example

A BA interviews the Head of Claims for 45 minutes to understand how exception cases are handled today, capturing pain points to feed into a future-state process map.

Quick-match quiz

Scenario → choose the technique

0/0 · Q1 of 12

You need honest, anonymous input from 600 field employees in 12 countries about pain points with the current expense system. Time and budget are tight.