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Fundamental Skills as a Business Analyst in an Agency

3 min readDec 4, 2024

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Photo by Tim Gouw on Unsplash

To this day, there isn’t a universally agreed-upon specification for the role of a business analyst, especially in the context of software agencies. Each company has its unique way of utilizing business analysts to fit their operations.

For example, when I worked at a software agency in Singapore, they didn’t have a business analyst role — instead, they relied on account managers. On the other hand, at a Jakarta-based software agency, they had business analysts, but their role was more focused on internal teams, while technical sales handled client interactions. Through conversations with various agency owners, I’ve learned that every agency defines the business analyst role differently.

Interestingly, I know someone who works as the Head of Business Analysis at a major pharmaceutical company. There, they don’t have project managers; the business analysts also handle PM responsibilities.

It’s different

Despite these differences, there are core or fundamental skills that every business analyst should have. Based on my research and over seven years of experience in software agencies, here’s what I’ve found:

Understanding “Business” and “Analysis”

Let’s break it down.

  • Business refers to an organization that sells goods or services to generate profit.
  • Analysis is about examining information to draw conclusions or make recommendations.

As a business analyst, it’s crucial to deeply understand the client’s business:

  • What do they do?
  • Who is their target market?
  • What do they sell, and how does their business operate?
  • How do they generate profit?
  • How do they stand out against competitors?

When it comes to analysis, the focus is on more than just asking questions. It’s about processing information to draw insights, recommendations, and a deeper understanding. Analysts go beyond merely knowing — they synthesize knowledge into actionable outcomes.

Think

Starting Out …

To develop your skills in this field, let go of stereotypes like “business analysts just prepare documents.” Start with the basics: understanding the client and their business. Here are some tips:

  1. Do Competitor and Early Business Research
    Before meeting the client, research their industry and competitors. This helps you have meaningful conversations with the client about their business.
  2. Understand How Requirements Fit the Business
    Don’t just capture what the client wants, like “a website.” Go deeper — understand how this website will benefit their business.
  3. Engage in Business Conversations with Clients
    Listening to clients share their stories and challenges helps you better understand their situation. This will make your solutions and analysis more relevant and effective.
  4. Move from Questions to Recommendations
    Recommendations are a vital part of analysis. Discuss general solutions with the client instead of only asking questions.

By following these steps and adding empathy, passion, and sincerity, I believe you can truly connect with clients and gain their trust.

Final Thoughts

Being a business analyst isn’t just about producing documents — it’s about having a sharp understanding of both business and analysis. Documentation is important, but the essence of the role lies in delivering insightful, business-driven requirements.

Penutup

I don’t claim to be an expert, but my experiences working with and for software agencies — over 8 so far — have given me insights I hope are helpful to you. Feel free to connect with me here if you’d like to discuss further!

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Daniel Roy
Daniel Roy

Written by Daniel Roy

10 yr Generalist Product Designer | Build Better Ops on Design Team | Design System Enthusiast

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