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What should be documented in a UI Design Pattern?

Though pattern descriptions vary somewhat, many pattern templates contain a set of common sections.

Primary Sections of a UI Design Pattern

Name: Should be concise yet descriptive (typically between two and four words in length) so that someone can find the pattern easily and reference it within discussions for clear communication amongst team members.

Description: A few lines briefly describing the pattern.  Since short names are not always sufficient enough to clearly and uniquely describe the pattern a description is important. However, this is not where you will describe the pattern in great detail.

End User Requirement/Problem to Solve:  Communicate what requirement or challenge will be solved by the pattern.  What is the user trying to achieve?

When to Use/When Not to Use:  It isn’t always obvious under which condition or within which context a pattern should be used.  Here you can document when a pattern should be used and, equally important, when it should not be used.

Solution:  Document the details of the pattern/solution including a detailed description of the user interaction.  Include screenshots to help convey the pattern clearly as needed.

Comments:  Capture any other comments that you feel are relevant to the reader.

Optional Sections of a UI Design Pattern

Depending on the needs of your team or organization you may choose to add some additional sections to your pattern template.

Examples of Past Uses: Including screenshots of past uses of the pattern along with a brief description can help the reader visualize the benefits of using the pattern.

Rationale for Use: Understanding why a particular pattern works so well can be invaluable when deciding whether to use one pattern over another.   Detail out the specifics of the user experience and the direct benefits that they receive by using this pattern.

Implementation Specifications: If standards exist within your organization or team, consider accompanying the pattern with style guide information such as font family, font size, font weight, font color, table and cell spacing, and more.  Or if the styles change based on the application or product being developed, provide a link to the style guide information.

Usability Research: Any specific feedback on how well the pattern works can be documented for future reference.  Consider including feedback from UAT testers or your sales organization, but also don’t exclude feedback from developers and other testers.

Related Patterns: List other patterns that may solve a similar problem or patterns that work together to achieve a broader goal. 

Pattern Variations: Document minor variations in the pattern that can be used.  If the variations are significant enough, consider developing a separate but similarly named pattern. For example, “Tag Cloud 1” and “Tag Cloud 2”

Development Notes: Capture notes that help the development team implement the pattern.  This may be a snippet of code or a link to a code library where the code for the pattern can be found.

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What is the One Metric That Matters and how can it be used to improve a product?
The One Metric That Matters (OMTM) is a minimalist approach that helps achieve this goal.  OMTM is a mindset and guideline more than a rule. In practice, focusing on a single metric may be too restrictive to result in actionable data but this approach can be modified in a couple of useful ways.  One is to identify a single metric for each facet of a product.  Another is to focus on a single metric for a day, a week, or a month and optimize performance based on that single metric over that period of time. 
Describe Convergent and Divergent Thinking as a Problem Solving Technique
Divergent and Convergent thinking when used together can help an analyst arrive at better and more creative solutions than he or she otherwise might have.  Divergent thinking is the process of breaking a topic down and generating many ideas that branch out from the original concept while Convergent thinking is the process of focusing on a fewer set of ideas and evaluating them based on selection criteria.
What is Persuasive Design?
Making decisions based on data, information, and evidence consumes a lot of brain power. Our minds are always looking for patterns and repeat occurrences in order to build shortcuts for processing the world around us more quickly. These shortcuts are referred to as cognitive biases and they prevent our minds from spending precious energy reevaluating the same thing over and over again.

Persuasive design describes the process by which a designer exploits cognitive biases to guide and influence user behavior.  There are a handful of ways that this can be done.

How would you conduct usability testing for a new custom-developed software system?
Usability testing is conducted in different ways over the software development life cycle:

Usability exploration is performed in the very early stages of software design.

Usability assessment is performed as part of unit and system testing as software is developed and released.

Usability testing is conducted at key development checkpoints, and may be part of an iterative user acceptance testing approach.

What are Scenarios within the context of User-Centered Design?

User-Centered Design (UCD) is an application design methodology which focuses on usability goals, user demographics, real-world environment, tasks, and workflow in the design of an application interface.  During the analysis phase of UCD, two key stages are the User Analysis stage and the Workflow Analysis stage.

Describe the difference between univariate, bivariate and multivariate analysis?
Univariate analysis is the simplest form of data analysis where the data being analyzed contains only one variable. Since it's a single variable it doesn’t deal with causes or relationships.  The main purpose of univariate analysis is to describe the data and find patterns that exist within it
Describe the Six Sigma methodology?

Six Sigma is a process improvement methodology.  It is structured into 5 phases which can be iterated to continually improve key processes and deliver greater efficiencies and success within an organization.  These 5 phases are Define, Measure, Analyze, Improve, and Control expressed as the acronym DMAIC (pronounced dee-may-ic).  Six Sigma, being a process improvement methodology, views the entire world in terms of processes—processes that achieve goals, processes that act on data, etc.   

Six Sigma DMAIC versus DMADV, what’s the difference?

The Six Sigma process improvement methodology defines the DMAIC and DMADV acronyms as follows.

DMAIC stands for Define, Measure, Analyze, Improve, Control.  These 5 steps are used for improvement of existing processes to identify a candidate process, understand its current state of effectiveness, improve on the process, and manage its continued performance.  This is described in more details under Describe the Six Sigma Methodology.

DMADV stands for Define, Measure, Analyze, Design, Verify.  These 5 steps are used when a process doesn’t yet exist and needs to be designed to ensure it will meet customer specifications.  It is also intended to be used when an existing process cannot be improved enough to bring it to within customer specifications and needs to be completely redesigned.

What is cognitive load and how does it impact product design?
Cognitive Load is a term that originates from the field of psychology. It refers to the amount of mental effort used in the working memory of a person.  We all have limits to the amount of cognitive load that we can reasonably sustain. And it's understood that a large amount of cognitive load makes it more difficult for people to learn and remember important details or to make decisions and complete tasks.
What are some guiding principles or tenets of UI design?

Some of the guiding principles of UI design are: Usefulness, Consistency, Simplicity, Communication and Feedback, Error Prevention and Handling, Efficiency, Workload Reduction, Designer Judgment

What is a UI Design Pattern and what are its benefits?
UI Design Patterns are an important aspect of application and website usability and user experience.  UI Design Patterns (also commonly referred to as Interaction Design Patterns) document and convey robust UI design solutions, that have proven to be successful over time, to common usability requirements.  Properly applying UI Design Patterns ensures the UI designer that the application or website will be intuitive and its features and functionality robust.
What is Gherkin and how can it help the business analyst?
Gherkin is a structured natural language that is used by business analysts to specify how they want the system to behave for given scenarios. The Gherkin language is simple.  It uses about 10 keywords (Given, When, Then, And, But, Scenario, Feature, Background, Scenario Outline, Examples) which allow the language to be read and parsed by an automation tool called Cucumber.
How would you convince management that a business analyst is needed within a team?

Answering a few key questions and summarizing the results can help you objectively present to management the need for a business analyst.

  • What are the key tasks a Business Analyst would perform within your organization?
  • How well is the team performing on each business analysis task?
  • How much time/money is lost due to poorly performed Business Analysis tasks?
  • Which tasks could the existing team improve on and which should be completed by an experienced business analyst?
  • Perform a summary level cost-benefit analysis based on your findings. 

Describe the life cycle of a User Story?
User Stories are used by agile methodologies to capture the functionality that a system or software should support.  For details about what a user story is and how to write one reference What are User Stories.
Describe Artificial Intelligence and how it might impact the Business Analysis profession?
Artificial intelligence (AI) is an overarching term used to describe how computers are programmed to exhibit human-like intelligence such as problem solving and learning.  This definition of AI is broad and non-specific which is part of the reason why the scope of AI can sometimes be confusing.  As machines become increasingly capable of performing "intelligent" tasks, those tasks slowly become commonplace and as such are removed from the scope of what is generally accepted as artificial intelligence. This is known as the AI effect.  A more precise definition might be any device that takes in information from it's environment and acts on it to maximize the chance of achieving its goal.  
How might a business analyst use BPMN differently for Business Models than for Executable Models?

The origins of BPMN began in the area of executable models.  That is, it was created to be precisely interpreted by workflow engines or business process management systems in order to automatically orchestrate how information, documents, or other workflow items are directed through a system. The benefit of an executable model is that it can be changed and immediately re-executed to establish a new workflow.  At least, that’s the idea.

Once a system is developed is it reasonable to document changes with simple updates to screen mockups?

This question implies that the benefit of foregoing the creation of a more complete requirements specification document is a significant amount of time savings.  But what might we be losing in the process.

Screen mockups alone don’t clearly document requirements.  Instead, they reflect a decision made by the system designer to satisfy a particular requirement.  Often when someone views the mockup or updated system they may think the requirement is obvious when, actually, they have misinterpreted the true requirement.  

How do you prevent your application from being a confusing suite of features rather than one that meets a user's goals with ease?
Many applications are designed and completed only to result in a confusing suite of features that is difficult for the user to navigate.  So how can an analyst avoid this pitfall.  The answer is Design Thinking, also sometimes referred to as Human Centered Innovation or Human Centered Engineering.
In User Centered Design, should analysts create a separate Personas for every demographic segment?
Personas are used in User Centered Design to represent the audience that you are designing for.  Each persona is a detailed profile of a fictional character which represents a different user segment. They are created in such a way as to bring a strong sense of realism to the users they represent.  This helps create a visceral connection with the personas so that the system designer can really understand the users’ motivations for using the product.  Personas primarily focus on a user’s attitudes and behaviors. 
What are some of the primary usability heuristics that might be used in a discount heuristic evaluation?
What is a discount heuristic evaluation? It’s a method used to analyze the usability of an application or website based on a small, select group of usability principles that are intended to represent the majority of all usability guidelines.  

When talking about and researching usability principles its almost impossible to not encounter the name Jakob Nielsen.  Nielsen has outlined thousands of details usability guidelines over several decades.  However, he has also taken the time to group these and filter them down into a set of broadly applicable heuristics that he feels encompasses most of the usability guidelines you might use to evaluate your application or website.  Here is a list of 10 usability heuristics that Nielsen has outlined for a discount heuristics evaluations (paraphrased for clarity and comprehension).  
Which is better, meeting your managers expectations with consistency or giving up some consistency in order to exceed expectations?
Managers need consistent results that they can rely on.  They also need exceptional performers who can solve the tough problems.  Ideally, a manager wants someone who can do both, but that is a rare find.
What is Failure Mode and Effects Analysis and when should it be used?

Failure Mode and Effects Analysis (FMEA) describes a risk analysis method for identifying and documenting all of the possible ways that a system or process can fail, the likelihood of the failure occurring, and the effects that such a failure would have on customers or the business.  It is often used as part of Six Sigma and other methodologies.

How is the 100-point method used to prioritize requirements?
The 100-point method is a prioritization method that can be used to prioritize items in a group environment. Each person within the group is given 100 points which they can distribute as votes across the available items.  The votes do not need to be distributed equally; rather a weighted distribution can be used to reflect the higher priority that some items warrant.
What are the benefits of Visual Models?
Visual models communicate much larger amounts of information in a comparatively short period of time versus written communication and documentation.  As they say, a picture is worth a thousand words.  The organization, structure, and order of information in visual models can also help an analyst ensure completeness through easier identification of gaps and missing information.

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