A Business Analyst’s Christmas Tale


It was a frosty December at the North Pole, and preparations for Christmas were in full swing. However, Santa and the elves were facing their most chaotic season yet. Requests from children poured in faster than ever, with new toy trends creating supply chain bottlenecks. Santa realized he needed help streamlining his operations. Enter Bella the Business Analyst, armed with her trusty notebook, elicitation techniques, and a firm belief in delivering value.


Discovery: The Stakeholder Meeting

Bella’s first task was to gather the stakeholders: Santa, Mrs. Claus, the Head Elf, and Dasher representing the Reindeer Guild. She facilitated a workshop to understand the current state and challenges.

Key pain points emerged:

  1. Incomplete wish lists from children leading to last-minute production delays.
  2. Miscommunication between the wrapping department and the toy assembly team.
  3. The reindeers’ dissatisfaction with outdated navigation tools.

Bella summarized her findings in a Current State Analysis Document, identifying the need for streamlined processes and improved communication.


Elicitation: Gathering Requirements

Bella conducted interviews with elves across departments and reviewed historical data to uncover the root causes. Using brainstorming sessions, she helped the elves articulate their requirements:

  • Toy Assembly Team: “We need a real-time dashboard to track inventory levels.”
  • Wrapping Department: “It’d be great if we received a list of finalized toys before they arrive for wrapping.”
  • Reindeer Guild: “A GPS-based sleigh system, please! We’re done relying on the stars.”

To confirm her findings, Bella facilitated a Requirements Validation Workshop, ensuring all stakeholders agreed on priorities.


Analysis: Defining the Solution

Bella created process flow diagrams and use case models to map out the desired future state. She identified three key initiatives:

  1. Automated Wish List Management System: A portal where children could submit, edit, and finalize their requests by December 15.
  2. Integrated Workflow System: A tool that synchronized toy production, wrapping, and delivery schedules in real time.
  3. Sleigh GPS Upgrade: Implementing a cloud-based navigation system for smoother global deliveries.

She documented these in a Business Requirements Document (BRD) and ensured traceability by linking them to the stakeholders’ goals.


Solution Design and Validation

Bella worked with the elves in IT to prototype the systems. She facilitated user acceptance testing (UAT) sessions where stakeholders could try out the new tools. The feedback was overwhelmingly positive:

  • Elves celebrated the reduction in errors and miscommunications.
  • Santa praised the improved delivery timeline.
  • Dasher expressed gratitude for the stress-free navigation system.

Implementation and Reflection

On Christmas Eve, the new systems were live. The Wish List Portal ensured toy production was accurate and complete, the Workflow System eliminated delays, and the GPS-guided sleigh enabled faster, error-free deliveries.

The next day, Bella hosted a post-project retrospective, capturing insights:

  • Successes: Accurate scoping, stakeholder collaboration, and seamless system integration.
  • Improvements: Starting the requirements elicitation earlier in the year.
  • Takeaway: Business analysis magic lies in listening, aligning, and delivering.

As Santa toasted with eggnog and the elves danced in celebration, Bella updated the Lessons Learned Repository with another successful project. Christmas was saved—not by magic alone, but by the power of business analysis.


Merry Christmas, and remember: good requirements make for great solutions! 🎄✨

By Morgan

CBAP and PMI-ACP with over 20 years of Project management and Business Analysis experience.