senior business analyst case study

47 case interview examples (from McKinsey, BCG, Bain, etc.)

One of the best ways to prepare for   case interviews  at firms like McKinsey, BCG, or Bain, is by studying case interview examples. 

There are a lot of free sample cases out there, but it's really hard to know where to start. So in this article, we have listed all the best free case examples available, in one place.

The below list of resources includes interactive case interview samples provided by consulting firms, video case interview demonstrations, case books, and materials developed by the team here at IGotAnOffer. Let's continue to the list.

• McKinsey examples
• BCG examples
• Bain examples
• Deloitte examples
• Other firms' examples
• Case books from consulting clubs
• Case interview preparation

Click here to practise 1-on-1 with MBB ex-interviewers

1. mckinsey case interview examples.

• Beautify case interview (McKinsey website)
• Diconsa case interview (McKinsey website)
• Electro-light case interview (McKinsey website)
• GlobaPharm case interview (McKinsey website)
• National Education case interview (McKinsey website)
• Talbot Trucks case interview (McKinsey website)
• Shops Corporation case interview (McKinsey website)
• Conservation Forever case interview (McKinsey website)
• McKinsey case interview guide (by IGotAnOffer)
• McKinsey live case interview extract (by IGotAnOffer) - See below

2. BCG case interview examples

• Foods Inc and GenCo case samples  (BCG website)
• Chateau Boomerang written case interview  (BCG website)
• BCG case interview guide (by IGotAnOffer)
• Written cases guide (by IGotAnOffer)
• BCG live case interview with notes (by IGotAnOffer)
• BCG mock case interview with ex-BCG associate director - Public sector case (by IGotAnOffer)
• BCG mock case interview: Revenue problem case (by IGotAnOffer) - See below

3. Bain case interview examples

• CoffeeCo practice case (Bain website)
• FashionCo practice case (Bain website)
• Associate Consultant mock interview video (Bain website)
• Consultant mock interview video (Bain website)
• Written case interview tips (Bain website)
• Bain case interview guide   (by IGotAnOffer)
• Digital transformation case with ex-Bain consultant
• Bain case mock interview with ex-Bain manager (below)

4. Deloitte case interview examples

• Engagement Strategy practice case (Deloitte website)
• Recreation Unlimited practice case (Deloitte website)
• Strategic Vision practice case (Deloitte website)
• Retail Strategy practice case  (Deloitte website)
• Finance Strategy practice case  (Deloitte website)
• Talent Management practice case (Deloitte website)
• Enterprise Resource Management practice case (Deloitte website)
• Footloose written case  (by Deloitte)
• Deloitte case interview guide (by IGotAnOffer)

5. Accenture case interview examples

• Case interview workbook (by Accenture)
• Accenture case interview guide (by IGotAnOffer)

6. OC&C case interview examples

• Leisure Club case example (by OC&C)
• Imported Spirits case example (by OC&C)

7. Oliver Wyman case interview examples

• Wumbleworld case sample (Oliver Wyman website)
• Aqualine case sample (Oliver Wyman website)
• Oliver Wyman case interview guide (by IGotAnOffer)

8. A.T. Kearney case interview examples

• Promotion planning case question (A.T. Kearney website)
• Consulting case book and examples (by A.T. Kearney)
• AT Kearney case interview guide (by IGotAnOffer)

9. Strategy& / PWC case interview examples

• Presentation overview with sample questions (by Strategy& / PWC)
• Strategy& / PWC case interview guide (by IGotAnOffer)

10. L.E.K. Consulting case interview examples

• Case interview example video walkthrough   (L.E.K. website)
• Market sizing case example video walkthrough  (L.E.K. website)

11. Roland Berger case interview examples

• Transit oriented development case webinar part 1  (Roland Berger website)
• Transit oriented development case webinar part 2   (Roland Berger website)
• 3D printed hip implants case webinar part 1   (Roland Berger website)
• 3D printed hip implants case webinar part 2   (Roland Berger website)
• Roland Berger case interview guide   (by IGotAnOffer)

12. Capital One case interview examples

• Case interview example video walkthrough  (Capital One website)
• Capital One case interview guide (by IGotAnOffer)

12. EY Parthenon case interview examples

• Candidate-led case example with feedback (by IGotAnOffer)

14. Consulting clubs case interview examples

• Berkeley case book (2006)
• Columbia case book (2006)
• Darden case book (2012)
• Darden case book (2018)
• Duke case book (2010)
• Duke case book (2014)
• ESADE case book (2011)
• Goizueta case book (2006)
• Illinois case book (2015)
• LBS case book (2006)
• MIT case book (2001)
• Notre Dame case book (2017)
• Ross case book (2010)
• Wharton case book (2010)

Practice with experts

Using case interview examples is a key part of your interview preparation, but it isn’t enough.

At some point you’ll want to practise with friends or family who can give some useful feedback. However, if you really want the best possible preparation for your case interview, you'll also want to work with ex-consultants who have experience running interviews at McKinsey, Bain, BCG, etc.

If you know anyone who fits that description, fantastic! But for most of us, it's tough to find the right connections to make this happen. And it might also be difficult to practice multiple hours with that person unless you know them really well.

Here's the good news. We've already made the connections for you. We’ve created a coaching service where you can do mock case interviews 1-on-1 with ex-interviewers from MBB firms . Start scheduling sessions today!

Related articles:

Hacking the Case Interview

Capital One uses case interviews to identify promising candidates to hire for many of their business roles, including their business analyst, data analyst, and strategy analyst roles.

In a Capital One case interview, you’ll be placed in a hypothetical business situation and asked to develop a recommendation or answer to a business problem.

Capital One’s use of case interviews may be surprising to some people because case interviews   are typically used in consulting interviews. Capital One is a bank and financial institution, not a consulting firm.

However, there are two reasons why Capital One uses case interviews.

The first reason is that compared to other traditional banks, Capital One likes to position itself as a data company that happens to be in the financial services industry. There is a heavy emphasis on using data to drive business decisions. Therefore, case interviews are an effective way to assess problem solving and quantitative thinking.

The second reason is that Capital One hires a lot of former consultants from top consulting firms such as McKinsey, BCG, and Bain. A lot of the business divisions at Capital One are run by former consultants who run their teams like a consulting team. Capital One wants to hire people that can do the same type of work that consultants do .

For business analyst, data analyst, and strategy analyst roles, there are typically two rounds of interviews. 

• Capital One first round interview : one 30-minute case interview. There will be minimal time for any behavioral or fit interview questions.
• Capital One final round interview : three to four 30-40 minute interviews. One interview will be focused on behavioral or fit interview questions while all the other interviews will be focused on Capital One case interviews.

In order to receive your Capital One job offer, you will need to nail all 3 to 4 of your case interviews.

If you have an upcoming Capital One case interview, we have you covered. In this article, we'll go through in detail:

• What qualities do Capital One case interviews assess?
• Differences between Capital One and consulting case interviews
• How to solve Capital One case interviews
• Capital One case interview tips
• Capital One case interview examples
• Recommended Capital One case interview resources

If you’re looking for a step-by-step shortcut to learn case interviews quickly, enroll in our case interview course . These insider strategies from a former Bain interviewer helped 30,000+ land consulting offers while saving hundreds of hours of prep time.

What Qualities do Capital One Case Interviews Assess?

Capital One case interviews assess four main qualities: logical and structured thinking, quantitative skills, communication skills, and business judgment.

Logical and structured thinking : Capital One looks for candidates that are organized and methodical problem solvers.  

• Can you structure complex problems in a clear, simple way?
• Can you use logic and reason to make appropriate conclusions?

Quantitative skills : Capital One looks for candidates that have strong analytical skills to solve complex business problems and make important business decisions

• Can you read and interpret data well?
• Can you perform math computations smoothly and accurately?
• Can you conduct the right analyses to draw the right conclusions?

Communication skills : Capital One looks for candidates that can communicate in a clear, concise, and persuasive way.

• Can you communicate in a clear and concise way?
• Are you articulate and persuasive in what you are saying?

Business judgment : Capital One looks for candidates with strong business instincts that help them make the right decisions and develop the right recommendations.

• Do you have a basic understanding of fundamental business concepts?
• Do your conclusions and recommendations make sense from a business perspective?

Differences between Capital One and Consulting Case Interviews

There are three main differences between Capital One and consulting case interviews. Capital One case interviews focus on quantitative analysis, Capital One allows calculators, and Capital One cases may require some basic understanding of their financial products.

1. Capital One case interviews focus on quantitative analysis

Traditional case interviews have a balance between answering qualitative questions and solving quantitative problems. Capital One case interviews almost exclusively focus on the quantitative aspects of case.

Let’s consider a case interview in which you are trying to decide whether a friend should open up a mini-golf course as an investment.

In a traditional case interview, you would look into both qualitative and quantitative factors to make a recommendation. You would look at the market attractiveness, the competitive landscape, your friend’s capabilities, and the expected profitability.

For a Capital One case interview, you will focus almost exclusively on the expected profitability. Your framework would look at the expected revenues and expected costs of opening a mini-golf course to see what annual profits would be.

If annual profits are high, you would recommend opening a mini-golf course. If annual profits are negative or low, you would not recommend opening a mini-golf course.

In a Capital One case interview, you may cover some qualitative factors at the end of your calculations when you are discussing risks, but the qualitative factors will not be a critical component of solving the case.

Since most Capital One case interviews come down to setting up and solving math equations, they can be simpler and more straight forward than traditional consulting case interviews.

2. Capital One case interviews allow a calculator

Another big difference between Capital One case interviews and traditional consulting case interviews is that Capital One allows candidates to use calculators.

While this may sound like this makes the case interview easier, that is not necessarily the case. Since you are allowed to use a calculator, you’ll typically be dealing with bigger and messier numbers during a Capital One case interview.

While traditional case interviews use round numbers that are easy to work with, Capital One case interviews use large and more precise numbers. This makes some calculations too tedious to solve by hand, which is why you are allowed to use a calculator.

3. Capital One case requires may require familiarity with financial products

Traditional case interviews don’t require any specialized knowledge in order to solve the case. You do not need to research any industries beforehand.

While this is generally true for Capital One case interviews, it does help to be familiar with how basic financial products work. In your final round interviews, you may be given a case focused on credit cards or checking and savings accounts.

If you understand how these financial products work, you’ll have an easier time with the case interview and the interviewer will not need to explain as much background information to you.

Here are the basics of what you should know.

Credit cards generate revenue through an annual fee, interchange, and interest.  

• An annual fee is a fee that the cardholder must pay in order to keep the credit card active
• When a cardholder uses their credit card at a merchant, the merchant pays the credit card company a small percentage of the transaction amount. This is known as interchange and covers the cost of transaction and the cost to handle fraud.
• Credit card companies charge interest on balances that are not fully paid off at the end of the billing cycle.

The major costs of credit cards are service costs and charge offs.  

• Service costs include the costs to keep the credit card active and the costs to provide support to the cardholder
• Charge offs occur when a cardholder can no longer pay their credit card debt and the credit card company fails to recover the amount of money the cardholder has borrowed on the credit card

Checking and savings accounts are simpler to understand. The bank makes money by lending a portion of the money that customers have deposited into their accounts. They give customers a small amount of interest for their deposits.

The interest rates that banks charge for loans are much higher than the interest rates that the bank pays to customers for their deposits, which is how banks make money.

How to Solve a Capital One Case Interview

There are six steps to solving a Capital One case interview:

• Take notes on the case background information
• Synthesize the information and verify the objective of the case
• Ask clarifying questions
• Create a framework
• Perform calculations
• Discuss the implications of your answer
• Deliver a recommendation

1. Take notes on the case background information

Capital One case interviews begin with the interviewer giving you the case background information. Let’s say that the interviewer reads you the following information:

Interviewer : As an investment, your friend is considering opening up a mini-golf course. Should they do it?

As the interviewer reads you the case information, take notes. It is important to understand what the objective is.

2. Synthesize information and verify the objective of the case

After the interviewer finishes giving you the case information, confirm that you understand the situation and objective. Provide a concise synthesis like the following:

You : To make sure I understand correctly, our friend is considering opening up a mini-golf course as an investment. The goal of this case is to decide whether they should open up a mini-golf course.

Interviewer : Exactly. That is correct.

3. Ask clarifying questions

Next, you’ll be able to ask clarifying questions . Try to limit your questions to only the most critical questions that you need answers to in order to solve the case.

You : Before I begin structuring a framework, can I ask what our friend’s financial targets are for the investment?

Interviewer : Your friend is hoping to make at least $200,000 in profit in the first year.

4. Create a framework

Next, lay out a framework for how you are going to solve the case. A framework is simply a tool that helps you structure and break down complex problems into simpler, smaller components.

For this Capital One case interview example, your framework may look like the following:

You : To determine whether or not our friend should open a mini-golf course, we will need to calculate the expected annual profit. To do this, we need to calculate expected revenues and expected costs.

To calculate revenues, we need to estimate how many people will visit the mini-golf course per year. 

We can calculate this by estimating the number of people that come per hour and multiply this by the number of hours per day the mini-golf course is open. To annualize this, we can multiply by the number of days per year the course is open

If we know the number of annual visitors, we can multiply by the price that the mini-golf course charges for admission to get total annual revenue.

To calculate costs, we need to add up all of the different costs associated with running a mini-golf course. The major costs that come to mind are construction costs, rent, and staff costs to operate the mini-golf course. There are also other minor costs such as the costs of golf balls and golf clubs.

Interviewer : That approach makes sense to me.

5. Perform calculations

Once you have presented your framework to the interviewer and the interviewer has approved of your approach or given you feedback, you will move onto doing calculations.

When you are performing calculations, make sure you are walking the interviewer through each step. You do not want to be doing calculations in silence.

By walking the interviewer through each step of your math, the interviewer can easily follow what you are doing and provide suggestions or further information to help you.

Interviewer : Let’s move onto the calculations. I have the following information for you.

You : Let’s calculate revenue first. The mini-golf course is open 12 hours per day.

From 10AM – 5PM, the mini-golf course gets 10 visitors per hour. This gives us 70 visitors over seven hours. From 5PM – 10PM, the course gets 50 visitors per hour. This gives us 250 visitors over five hours. So, the mini-golf course gets 320 visitors per day.

The course is open 360 days per year, so 360 days times 320 visitors gives us 115,200 visitors. If each visitor pays $15 for admission, that is $1,728,000 in revenue per year.

Looking at costs, rent is $24,000 per month or $288,000 per year. 

There are 12 staff members at all times. They work 12 hours per day at $12 per hour. This gives us $1,728 in staff costs per day. Multiplying this by 360 days, this gives us $622,080 in staff costs per year.

Adding construction costs, equipment costs, rent costs, and staff costs gives us a total cost in the first year of $1,525,080.

Therefore, profit in the first year is $1,728,000 minus $1,525,080, which is $202,920. 

6. Discuss the implications of your answer

When you have finished your calculations, discuss the implications of your answer. How do the results of your calculations help you answer the overall case question? What are other considerations you should take into account?

Interviewer:  How would you interpret your answer?

You : Since profit in the first year is $202,920, this just meets our friend’s financial objective of reaching $200,000 in profits in the first year.

However, I noticed that construction costs and equipment costs are a one-time fixed cost. Although there will probably be future maintenance costs, our friend would not incur $615,000 of these costs again in the following years. I’d expect profits in year two and beyond to be much larger than the first year.

I also noticed that the mini-golf course employs 12 people at all times. Is there a reason for this? I’m wondering if there are opportunities to use machines to replace some of the repetitive and manual tasks that these employees do. This may further increase profits by decreasing costs.

7. Deliver a recommendation

At the end of the Capital One case interview, the interviewer will prompt you for a recommendation. Make sure to structure your recommendation so that it is clear and easy to follow. You can use this simple, but effective structure:

• State your recommendation
• Provide 2 – 3 reasons that support your recommendation
• Propose next steps

Here is an example of what a recommendation could look like:

Interviewer : Thanks for all of the work that you have done so far. What is your final recommendation?

You : I recommend that our friend should open up a mini-golf course. There are two reasons that support this.

One, the mini-golf course is expected to generate $202,920 in profits in the first year. This meets our friend’s financial objective of having at least $200,000 in profits in the first year.

Two, profits in year two and beyond will be much higher because our friend will not incur another $500,000 in construction costs or $115,000 in equipment costs. There will still be maintenance and repair costs, but profits could be as high as $817,920.

For next steps, I’d want to determine if our friend has the capabilities to successfully run and operate a mini-golf course. I’d also want to look at competitors to see how strong they are. They may try to take away visitors and revenues from our friend’s golf course.

Interviewer : Thanks for the recommendation. This concludes the case interview.

Learn the basics of Capital One case interviews in 30 minutes

We've summarized all of the basics of case interviews in a 30-minute video below. We highly recommend that you watch the video in its entirety.

Capital One Case interview Tips

Follow the five tips below to avoid making common mistakes in Capital One case interviews.

Tip #1: Share your thinking and reasoning out loud

Many candidates make the mistake of not communicating what they are thinking or doing. Remember, you get no credit for great ideas if they are not communicated to the interviewer.

When creating a framework for the case interview, walk your interviewer through it. When performing math calculations, walk your interviewer through each step.

For each decision that you make, communicate why you are making that decision so that the interviewer can understand the approach and rationale that you are using.

This way, the interviewer can give you credit for your ideas and thinking. Additionally, the interviewer may offer you suggestions or guidance to help you solve the case. The interviewer cannot provide you with support if they do not know what you are thinking or planning to do.

Tip #2: There is not always one correct answer

Like most case interviews, there is not always one correct answer. For the same Capital One case interview, two candidates can give completely opposite recommendations and still both receive job offers.

Although math calculations typically only have one right answer, there are many ways to interpret the final figure that you have calculated. As long as your recommendation is supported by data and evidence, your recommendation will be accepted by the interviewer.

Tip #3: Stay organized when working with a lot of data

Capital One case interviews will have a lot of data and information in the form of tables, charts, and graphs. When working with a lot of data, it is important to stay organized.

Make sure you do your calculations on a separate sheet of paper to keep your calculations separate from your notes and framework.

As you calculate different numbers, circle important numbers that you are likely to use over and over again. This makes your numbers easier to find and will prevent you from having to recalculate a figure that you have already calculated.

Draw a box around your final calculated answer to distinguish it from your other numbers and calculations.

Tip #4: Check your units

Make sure to check the units of the data you are working with.

Capital One case interviews often include data that have different units. For example, revenue may be given in terms of revenue per week while costs may be given in terms of costs per month.

Whenever you perform calculations, make sure the numbers are in the appropriate units. Working with the wrong units will make your answer wrong by orders of magnitude.

Tip #5: Know how to use a calculator quickly and efficiently

Capital One case interviews are one of the few interviews where you are allowed to use a calculator. You will most likely need to use the calculator during the interview when you are given large numbers that are tedious to calculate by hand.

Capital One is strict on only allowing standard, non-scientific calculators. Therefore, become familiar with using this type of calculator, which can only perform basic addition, subtraction, multiplication, and division.

These calculators have much less functionality than scientific calculators, so it may take some practice to get used to using them.

Capital One Case Interview Examples

Capital One provides a video explaining their case interview process. They also provide examples candidates answering case interview questions. The video is embedded below:

Below are some Capital One case interview questions that candidates have received in the past.

Example #1 : An arcade is considering whether they should be open on Tuesdays, the day of the week in which they typically see the lowest number of customers. We'll start by brainstorming the primary drivers of revenue and costs for an arcade and then calculate expected profits on Tuesdays to make a decision.

Example #2 : What is the typical annual profits of a movie theater? Let's brainstorm what the major sources of revenues are and what the major cost items are. Afterwards, I'll provide you with some data to calculate annual profit.

Example #3 : Let's calculate the average profit per credit card opened. What are the major revenue sources stemming from credit card use? What are the major costs?

Example #4 : A new credit card that is launched typically sees a spike in charge-offs (money lost because the credit card owner cannot make their payments) after 6 to 9 months of launch. What can banks do to: 1) reduce the amount of charge-offs and 2) reduce the spikiness of when they happen?

Recommended Capital One Case Interview Resources

Here are the resources we recommend to learn the most robust, effective case interview strategies in the least time-consuming way:

• Comprehensive Case Interview Course (our #1 recommendation): The only resource you need. Whether you have no business background, rusty math skills, or are short on time, this step-by-step course will transform you into a top 1% caser that lands multiple consulting offers.
• Hacking the Case Interview Book   (available on Amazon): Perfect for beginners that are short on time. Transform yourself from a stressed-out case interview newbie to a confident intermediate in under a week. Some readers finish this book in a day and can already tackle tough cases.
• The Ultimate Case Interview Workbook (available on Amazon): Perfect for intermediates struggling with frameworks, case math, or generating business insights. No need to find a case partner – these drills, practice problems, and full-length cases can all be done by yourself.
• Case Interview Coaching : Personalized, one-on-one coaching with former consulting interviewers
• Behavioral & Fit Interview Course : Be prepared for 98% of behavioral and fit questions in just a few hours. We'll teach you exactly how to draft answers that will impress your interviewer
• Resume Review & Editing : Transform your resume into one that will get you multiple interviews

Learn Case Interviews 10x Faster

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Business Analysis Case Study: Unlocking Growth Potential for a Company 

Have you ever wondered what are the necessary steps for conducting a Business Analyst Case Study? This blog will take you through the steps for conducting it.

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Table of Contents  

1) An overview of the Business Analysis Case Study 

2) Step 1: Understanding the company and its objectives 

3) Step 2: Gathering relevant data 

4) Step 3: Conducting SWOT analysis 

5) Step 4: Identifying key issues and prioritising 

6) Step 5: Analysing the root causes 

7) Step 6: Proposing solutions and developing an action plan 

8) Step 7: Monitoring and evaluation 

9) Conclusion 

An overview of the Business Analysis Case Study  

To kickstart our analysis, we will gain a deep understanding of the company's background, industry, and specific objectives. By examining the hypothetical company's objectives and aligning our analysis with its goals, we can lay the groundwork for a focused and targeted approach. This Business Analysis Case Study will demonstrate how the analysis process is pivotal in driving growth and overcoming obstacles that hinder success. 

Moving forward, we will navigate through various steps involved in the case study, including gathering relevant data, conducting a SWOT analysis, identifying key issues, analysing root causes, proposing solutions, and developing an action plan. By following this step-by-step approach, we can address the core challenges and devise actionable strategies that align with the company's objectives. 

The primary focus of this Business Analysis Case Study is to highlight the significance of Business Analysis in identifying key issues, evaluating potential growth opportunities, and developing effective solutions. Through a comprehensive examination of the hypothetical company's strengths, weaknesses, opportunities, and threats, we will gain valuable insights that drive informed decision-making. 

By the end of this Business Analysis Case Study, we aim to provide a holistic view of the analysis process, its benefits, and the transformative impact it can have on unlocking growth potential. Through real-world examples and practical solutions, we will showcase the power of Business Analysis in driving success and propelling companies towards achieving their goals. So, let's dive into the fascinating journey of this Business Analysis Case Study and explore the path to unlocking growth potential for our hypothetical company. 

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Step 1: Understanding the company and its objectives  

In this initial step, we need to gain a thorough understanding of the hypothetical company's background, industry, and specific objectives. Our hypothetical company, TechSolutions Ltd., is a software development firm aiming to expand its customer base and increase revenue by 20% within the next year. 

TechSolutions Ltd. operates in the dynamic software solutions market, catering to various industries such as finance, healthcare, and manufacturing. The company's primary objective is to leverage its technical expertise and establish itself as a leading provider of innovative software solutions. This objective sets the foundation for our analysis, enabling us to align our efforts with the company's goals. 

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Step 2: Gathering relevant data  

To conduct a comprehensive analysis, we need to gather relevant data pertaining to the company's operations, market trends, competitors, customer preferences, and financial performance. This data serves as a valuable resource to gain insights into the company's current position and identify growth opportunities. 

For our case study, TechSolutions Ltd. collects data on various aspects, including customer satisfaction levels, market penetration rates, and financial metrics such as revenue, costs, and profitability. Additionally, industry reports, market research, and competitor analysis provide insights into market trends, emerging technologies, and the competitive landscape. This data-driven approach ensures that our analysis is well-informed and grounded in reality. 

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Step 3: Conducting SWOT analysis  

A SWOT analysis is a powerful tool to assess the company's internal strengths and weaknesses, as well as external opportunities and threats. By conducting a thorough SWOT analysis, we can gain valuable insights into the company's strategic position and identify factors that impact its growth potential. 

Step 4: Identifying key issues and prioritising  

In the case of TechSolutions Ltd., the analysis reveals two primary issues: an outdated technology infrastructure and limited marketing efforts. These issues are prioritised as they directly impact the company's ability to meet its growth objectives. By addressing these key issues, TechSolutions Ltd. can position itself for sustainable growth. 

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Step 5: Analysing the root causes  

To develop effective solutions, we must analyse the root causes behind the identified issues. This involves a detailed examination of internal processes, conducting interviews with key stakeholders, and exploring market dynamics. By identifying the underlying factors contributing to the issues, we can tailor our solutions to address them at their core. 

In the case of TechSolutions Ltd., the analysis reveals that the outdated technology infrastructure is primarily due to budget constraints and a lack of awareness about the latest software solutions. Limited marketing efforts arise from a shortage of skilled personnel and inadequate allocation of resources. 

Understanding these root causes provides valuable insights for developing targeted and impactful solutions. 

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Step 6: Proposing solutions and developing an action plan  

For TechSolutions Ltd., the following solutions are proposed: 

a) Allocate a portion of the budget for technology upgrades and training: TechSolutions Ltd. should allocate a dedicated portion of its budget to upgrade its technology infrastructure and invest in training its employees on the latest software tools and technologies. This will ensure that the company remains competitive and can deliver cutting-edge solutions to its customers. 

b) Hire a dedicated marketing team and allocate resources for targeted campaigns: To overcome the limited marketing efforts, TechSolutions Ltd. should invest in building a skilled and dedicated marketing team. This team will focus on developing comprehensive marketing strategies, leveraging digital platforms, and conducting targeted campaigns to reach potential customers effectively. 

c) Strengthen partnerships with industry influencers: Collaborating with industry influencers can significantly enhance TechSolutions Ltd.'s brand visibility and credibility. By identifying key industry influencers and forming strategic partnerships, the company can tap into their existing networks and gain access to a wider customer base. 

d) Implement a customer feedback system: To enhance product quality and meet customer expectations, TechSolutions Ltd. should establish a robust customer feedback system. This system will enable the company to gather valuable insights, identify areas for improvement, and promptly address any customer concerns or suggestions. Regular feedback loops will foster customer loyalty and drive business growth. 

The proposed solutions are outlined in a detailed action plan, specifying the timeline, responsible individuals, and measurable milestones for each solution. Regular progress updates and performance evaluations ensure that the solutions are effectively implemented and deliver the desired outcomes. 

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Step 7: Monitoring and evaluation  

Conclusion  

In this detailed Business Analysis Case Study, we explored the challenges faced by a hypothetical company, TechSolutions Ltd., and proposed comprehensive solutions to unlock its growth potential. By following a systematic analysis process, which includes understanding the company's objectives, conducting a SWOT analysis, identifying key issues, analysing root causes, proposing solutions, and monitoring progress, businesses can effectively address their challenges and drive success. 

Business Analysis plays a vital role in identifying areas for improvement and implementing strategic initiatives. By leveraging data-driven insights and taking proactive measures, companies can navigate competitive landscapes, overcome obstacles, and achieve their growth objectives. With careful analysis and targeted solutions, TechSolutions Ltd. is poised to unlock its growth potential and establish itself as a leading software development firm in the industry. By implementing the proposed solutions and continuously monitoring their progress, the company will be well-positioned for long-term success and sustainable growth. 

Discover the power of Business Analytics with our comprehensive Introduction to Business Analytics training , gaining valuable insights for success!  

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Strategy Analyst - Case Study Guide

Written by: Capital One

What is a case interview?

There are many different types of case interviews common in financial services. At Capital One, our case interviews are conversations focused on real business problems from a variety of industries.

What does a case interview assess?

Case interviews give us an opportunity to gauge how you solve problems, and give you a chance to test drive the type of work you'll be doing as an associate. We are looking for you to demonstrate:

• Communication skills
• Conceptual problem solving skills
• Quantitative analytical skills

How do you prepare for a case interview?

The best way to prepare for a case interview is to practice! We've included a sample case and video to help you prepare. Candidates from all different educational and professional backgrounds can be successful with practice.

As you prepare, remember to:

• LEARN: Get exposure to cases; while our cases are unique, the more you learn how cases work generally, the more comfortable you will be in your interview. Often university departments, business schools, and career services will have resources for case interview prep.
• DO: Master the details by actually working through the numbers and questions in the cases you review. Do NOT memorize a list of industry terms, instead, be prepared for terms you don't know, and ask your caser about them.
• ENGAGE: Leverage as many additional resources as you can. Attend any case workshops you are invited to, and ask your recruiter about additional case prep events or practice case opportunities.

Download the case study practice guide

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Business Analyst Case Study | Free Case Study Template

Business analyst case studies blog describes an actual business analyst case study. This provides real-world exposure to new business analysts.

In this blog, we will be discussing what is business analysis case study, why develop them, when to develop them and how to develop them. We will provide a real business case analysis case study for better understanding.

Let’s start with understanding what is business analysis before we go to analyst case studies.

Topics Below

What is a business analysis case study 

Why prepare business analysis case study 

When to prepare business analysis case study

How to prepare business analysis case study

Example Business Analysis Case Studies

What is Business Analysis Case Study?

Before we try to understand, Business Analysis Case Study, let's understand the term case study and business analysis.

As per Wikipedia, a case study is:

"A case study is an in-depth, detailed examination of a particular case (or cases) within a real-world context."

For example, case studies in medicine may focus on an individual patient or ailment; case studies in business might cover a particular firm's strategy or a broader market; similarly, case studies in politics can range from a narrow happening over time like the operations of a specific political campaign, to an enormous undertaking like, world war, or more often the policy analysis of real-world problems affecting multiple stakeholders.

So, we can define Business Analysis Case Study as

"A Business Analysis case study is an in-depth, detailed examination of a particular business analysis initiative."

What is Business Analysis?

The BABOK guide defines Business Analysis as the “Practice of enabling change in an enterprise by defining needs and recommending solutions that deliver value to stakeholders”. Business Analysis helps in finding and implementing changes needed to address key business needs, which are essentially problems and opportunities in front of the organization.

Business analysis can be performed at multiple levels, such as at:

• The enterprise level, analyzing the complete business, and understanding which aspects of the business require changes.
• The organization level, analyzing a part of the business, and understanding which aspects of the organization require changes.
• The process level, analyzing a specific process, understanding which aspects of the process require changes.
• The product level, analyzing a specific product, and understanding which aspects of the product require changes.  

Why Develop Business Analyst Case Study

Business analysis case studies can be useful for multiple purposes. One of the purpose can be to document business analysis project experiences which can be used in future by other business analysts.

This also can be used to showcase an organizations capabilities in the area of business analysis. For example, as Adaptive is a business analysis consulting organization, it develops multiple business analysis case studies which show cases the work done by Adaptive business analysts for the client. You can read one such case study for a manufacturing client .

When To Develop Business Analyst Case Study

Business analysis case studies are typically prepared after a project or initiative is completed. It is good to give a little time gap before we develop the case study because the impact of a change may take a little while after the change is implemented.

Most professionals prepare business analysis case studies for projects which are successful. But it is also important to remember that not all changes are going to be successful. There are definitely failures in an organizations project history.

It is also important to document the failure case studies because the failures can teach us about what not to do in future so that risks of failures are minimized.

How To Develop A Business Analyst Case Study

Document business problem / opportunity.

In this section of the business analyst case studies, we discuss the actual problem of the business case analysis example.

ABC Technologies has grown rapidly from being a tiny organization with less than 5 projects to one running 200 projects at the same time. The number of customer escalations has gone up significantly. Profitability is getting eroded over a period of time. Significant management time is spent in fire-fighting than improving the business.

Top management estimated a loss of 10% profitability due to poor management of projects which is estimated at about 10 Million USD per annum.

Document Problem / Opportunity Analysis

For our above business problem, we captured the following analysis details.

Discussions with key stakeholders revealed the following challenges in front of ABCT management:

• There is very little visibility of project performances to top management
• Non-standard project reporting by various projects makes it harder for top management to assess the correct health of the project
• Practically there is no practice of identifying risks and mitigating them
• Project practices are largely non-standardized. Few project managers do run their projects quite well because of their personal abilities, but most struggle to do so.
• Due to rapid growth, management has no option but to assign project management responsibilities to staff with little or no project management experience.

Document Identified Solutions 

Based on root cause analysis, management decided to initiate a project to standardize management reporting. This required the organization to implement a project management system. The organization initially short-listed 10 project management tools. After comparing the business needs, tools, their costs, management decided to go with a specific tool.

Document Implementation Plan

The purchased tool lacked integration into the organizations existing systems. The vendor and organization’s IT team developed a project plan to integrate the new system with the existing systems.

Document Performance Improvements 

After a year, the effectiveness of the project was assessed. Projects showed remarkable improvement wrt reduced customer escalations, better on-time billing, and better risk management. The system also allowed the organization to bid for larger contracts as the prospective customers demanded such a system from their suppliers. The application was further enhanced to cater to the needs of other businesses in the enterprise as they were different legal entities, and their policies were different.

Document lessons learnt

Some of the key lessons learnt during this business analysis initiative were:

1. Stakeholder buy-in in extremely important to the success of the project

2. It is always better to go with iterative approach achieve smaller milestones and then go for larger milestones

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4 tips to ace your Capital One case interview

You’ve submitted an application for a position with Capital One . Now, it’s time to demonstrate your problem-solving skills through a case interview. 

What is a case interview?

During case interviews, we present you with a hypothetical scenario and objective that is similar to the work you’ll encounter in your role, for example, what factors you’d have to consider to increase the profits of a bus route. They’re an essential part of interviewing, but not all positions require case interviews.

Case interviews are designed to be open conversations, so we want you to take notes, ask questions and think like a business owner when you share your thoughts on the scenario. This is an opportunity to showcase your strategic thinking, communication, creativity and analytical skills.

How to prepare for a case interview

Now that you what to expect for your case interview, here are four tips to help you prepare: 

1. There isn’t one right answer

Your case will involve a bunch of variables—and if you’re thinking broadly—there is naturally going to be more than one final answer. Your answer should take the form of a recommendation about what steps the business owner should take and why. You’ll use the evidence and information from your thought process to back up your recommendation, so make sure to capture your process in an organized way. 

2. Share your thinking and reasoning 

Your interview is ultimately looking to see how you work through a problem, get to your solution and arrive at a final recommendation, so they’re just as interested in how you get to your final answer. Talk to them about your thinking, and be prepared to defend your answer with data.

3. Practice explaining complex concepts

Your interviewer will be looking for your ability to break down approaches in non-technical terms. Think of it like you’re explaining your solution to someone who works in a totally different field. 

4. Avoid talking about your resume

There will be other interviews where you’ll discuss your credentials or accomplishments. For the case interview, you’re gonna want to let your skills and experience shine through your work unpacking the case you’re presented with.  

And remember …

As your case interview approaches, remember to take a deep breath. This is a great opportunity to show your unique perspective. 

P.S. If you're interested in any of our Students & Grads programs, head to the event page to sign up for an interview prep session. 

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The Senior Business Analyst – 6 Areas of Responsibility

Are you wondering if you’d be qualified for a Senior Business Analyst position? Or perhaps you’ve been a business analyst for a while, and you are wondering how you can get promoted to a Senior Business Analyst role?

While senior business analyst roles vary widely from one organization to another, in this post, we’ll talk about the 6 areas in which we see senior business analysts taking on increased responsibility.

Before I forget, I want to be sure you know about my Quick Start to Success as a Business Analyst training  (it’s free) that’s designed to help you, the mid-career professional, kick-start your business analysis career. This training provides an introduction to what a business analyst does and a deeper dive into what skills you need to be successful as a business analyst.

>> Click here to get the Quick Start to Success Business Analyst Workshop  <<

Now, onto the responsibilities of a Senior Business Analyst.

#1 – Senior Business Analysts Tackle More Complex Projects

Typically a senior business analyst takes on complex, high-profile projects. While you’ll likely find yourself leveraging the same foundational business analysis skills , the responsibilities are greater because of the nature of the projects themselves.

Project complexity can take many forms. Multiple, integrated systems create complexity because new requirements need to be traced through the inter-related systems. Multiple stakeholders across several departments create complexity because of the number of perspectives that need to be blended into the final solution. Team make-up can also create complexity because when you blend resources from multiple organizations to implement a project, communication becomes more complex.

#2 – Senior Business Analysts Own Strategic Analysis Responsibilities

A second, but much debated, aspect of becoming a senior-level business analyst is the incorporation of strategic analysis activities into the role.  Most BA roles include strategic analysis at some level. If you ask “why” or define the business need within the context of a specific project, you are doing strategic analysis.

As a senior-level responsibility, strategic analysis can also take the form of planning and scoping several inter-related initiatives and helping senior-level business stakeholders make informed decisions about which initiatives to tackle and how to tackle them, or project portfolio management .

#3 – Senior Business Analysts Understand the Business Process

While some business analyst roles are purely focused around business changes, many of us are “IT Business Analysts” and deal mostly with software changes. If this is the case in your situation, digging deeper into the business and business process changes can provide an avenue to take on more senior-level tasks.

As you learn about the business processes and how people throughout the organization use the software you support, you’ll build better relationships with business stakeholders. Through these discussions, you can create an opportunity for yourself to become a partner in the business change.

Here’s a video on exactly how to analyze a business process.

#4 – New Business Domains Are No Problem for a Senior Business Analyst

Many business analysts thrive during their initial years in the profession because they are experts in the system or business domain . They know everything there is to know about the possibilities of the project. When this is the case, your position of strength comes from your systems knowledge and your BA competencies are not fully stretched to the max.

Senior-level business analysts can often tackle projects across multiple domains and handle new business domains with the same level of confidence as familiar ones. The ability to work across domains and industries is a critical step in the business analyst career path .

#5 – Senior Business Analysts Lead the BA Effort

A business analyst lead is often a senior business analyst working on projects of large enough scope that they demand the efforts of multiple business analysts. In addition to performing many business analyst activities, a lead will coordinate and oversee the work of other BAs as it relates to a specific project.

Part of leading multiple business analysts also means mentoring the junior and mid-level business analysts in your organization. As a senior-level BA, you will be viewed as an expert on the process and best practices for conducting requirements practices in your organization.

#6 – Senior Business Analysts Can Be Consultants for Internal  Stakeholders

An internal business analyst consultant offers technology or process consulting services to a line of business.  Mark Jenkins as BA Manager at Websense enabled his analysts to take on consultant responsibilities. Each BA has a certain amount of their time dedicated to helping a set of business stakeholders diagnose problems and understand needs. They are responsible for maintaining a deep awareness of how a business operation works and helping the stakeholders explore technology possibilities to more effectively execute on their roles.

Here are some other examples:

• Stephanie Belhomme, a Salesforce Business Analyst Contractor , learned how to provide more strategic value to her clients.
• Andrea Wilson became the go-to business analyst , and operates as an internal business analyst consultant for her government agency.
• Dave Gallant became a better agile business analyst to create better user stories, by leveraging analysis tools.

>> Get Your Quick Start to Success as a Business Analyst

If business analysis is a career that you want to pursue, the absolute best next thing to do is to join my free  Quick Start to Success workshop . You’ll learn how to avoid the most common pitfalls faced by new business analysts and the step-by-step business analysis process to create predictable, consistent project success.

>>  Click here to register for the free workshop today  <<

Build Your Business Analyst Career Path

If you are thinking about a senior business analyst role, then you are going to want to watch this video on building a business analyst career path next.

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Senior Business Analyst Job Description

4 min read · Updated on September 03, 2019

In order to ensure your professional resume will support your goals, use this senior business analyst job description to inform what you should highlight on your resume.

By reviewing job description examples, you'll be able to identify what technical and soft skills , credentials and work experience matter most to an employer in your target field.

The Senior Business Analyst provides strategic business analysis services to business partners. The focus of this position is to work closely with the business units to gain in-depth understanding of customer's business strategy, processes, services, roadmap and the context in which the business operates. This role will be key to understanding the documenting capabilities needed to address business challenges.

The Senior Business Analyst is responsible for reviewing assigned business processes from end-to-end to identify and address operational, financial and technological risks. Identify opportunities to improve efficiency. Responsibilities will include a full range of activities from leading small to mid-size projects to assisting other project managers on larger more complex projects related to operational business functions that affect team members and providers at the market level.

Responsibilities:

Demonstrate up-to-date expertise in Information Systems and apply this to the development, execution and improvement of action plans by providing advice and guidance to others in the application of information and best practices

Support and align efforts to meet customer and business needs

Manage customer relationships and expectations by developing a communication process to keep others up-to-date on project results

Stay current with customer needs and strategies; utilizing formal and informal written communication methods (for example, emails, newsletters, PowerPoint presentations, executive updates, task lists, updates) to communicate updates and findings; and facilitating project meetings and presentations to all types of diverse audiences (for example, senior management, Customers, technical staff)

Lead or participate in multiple projects by completing and updating project documentation; managing project scope; adjusting schedules when necessary; determining daily priorities; ensuring efficient and on-time delivery of project tasks and milestones; following proper escalation paths; and managing customer and supplier relationships

Provide leadership to team members and peers by collaborating with others; articulating ideas and viewpoints to senior management, peers and others; identifying and initiating projects; managing resources; driving the resolution of issues; and holding self and team accountable for results

Identify, create and facilitate process design changes by conducting business and systems process analysis and design at a complex level; focusing on quality improvement and data management; ensuring data is reliable and valid; developing process improvements or re-engineering and recommending elimination; integrating new systems and processes with existing ones; and partnering with internal and external customers to ensure systems provided meet the long-term business strategies

Provide and support the implementation of business solutions by building relationships and partnerships with key stakeholders; identifying business needs; determining and carrying out necessary processes and practices; monitoring progress and results; recognizing and capitalizing on improvement opportunities; and adapting to competing demands, organizational changes and new responsibilities

Provide project level analysis – producing required project analysis documentation (business requirements, scope matrix, use cases, sequence diagrams, future state proposals, UAT plan)

Collaborate closely with developers to implement the requirements, provide necessary guidance to testers during QA process

Identify improvement opportunities (proactive and reactive)

Elicit and clearly document business and systems requirements

Assess business process and system inefficiencies

Identify ways to increase adoption and customer satisfaction

Demonstrated fluency in business processes and process differentiation

Ability to analyze and synthesize business requirements, including recognizing patterns and conceptualizing processes

Understand and negotiate needs and expectations of multiple stakeholders

Serve as a liaison between Operations and IT to assist or gather business requirements needed for system modifications, enhancement and implementations

Assist with and test implementation for all payer and vendor relationships to ensure data transfer collection, quality and reporting relationships are working appropriately down to the market level to ensure market team member and provider experience is appropriate

Create and maintain issue logs, meeting minutes, meeting schedules, project summaries and updates.

Create and maintain project schedules by developing project plans and specifications, estimating time and resources, monitoring milestone completion, tracking all phases of the project lifecycle, providing timely reporting of issues that impact project progress, coordinating actions and resolving conflicts

Meet with project team regularly to review project deliverables and deadlines

Develop and execute test plans

Support system conversions, upgrades, enhancements

Requirements:

Must have experience working on large scale projects as well as handling day-to-day operational requests from the business

Strong project management, ability to successfully manage multiple tasks at any given point, strong relationship building skills & communication skills

Understanding of Indices, fundamentals and analytical data, returns level data etc.

Data analysis – Must have proficiency with SQL, Microsoft Excel

Senior Business Analyst top skills & proficiencies:

Communication

Technical Understanding

Problem Solving

Client Management

Business Operations

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Business Analyst Case Study

A business analyst case stud y is used to give near-world exposure to a business analyst. So, in this post, we will be discussing what is business analysis, what is business analysis, and what are the requirements and strategies of an analyst. Plus, a business case analysis example for better understanding. Let’s start with understanding what is business analysis before we go to analyst case studies.

What is business analysis?

Business Analysis is a search for identifying the business needs, threats, and problems and finding and implementing the solutions and changes which are required for the business.

It has three different roles which define the discipline

• Analysing the whole business, and its elements to identify any process or elements and identifying the spots which require changes.
• To find every possible solution for any business problem and to implement the most suited solution.
• And, therefore, to evaluate the new process of working.

Who is a Business Analyst?

A business analyst also known as BA analyses the business process, systems, documentation, business model, and technologies to identify the problems and to guide the business towards a better process, structure, product, and technology.

In business analysis, there are many more roles than just business analysis like business systems, systems, processes, product analysis, data scientist etc.

And to understand, what is business analyst, now understand the business analyst roles.  

Business Analyst Role

Before we understand the business analyst case study, let’s understand the business analyst’s role in an organization. To get a better understanding of the job and their roles and responsibilities.

Understand Business Requirements 

The very first thing of an analyst is to understand the needs and requirements of the business and what requirements the business is lacking.

Finding Solutions

The business analyst’s role is to find the solutions for problems which are gathered in the business process, requirements systems, technologies etc.

Project Implementation

A business analyst not only has to create a solution plan plus they have to design and implement the solution in an organization. 

Requirements For Function

It is important to analyze what is required to complete the project. As a result, to understand the business analyst’s case study an analyst identifies the requirements needed and fulfils those requirements.

Another business analyst’s role is to test their processes, solutions, and techniques before implementing and making them perfect for the organization. 

Decision Making & Problem-Solving

It is one of the roles which is spread all of their jobs because of making a decision and solving problems. For every problem in business, a business analyst is to find and implement the solution. 

Maintenance of System and Operations

A  business analyst also says that they have to provide maintenance, system validation reports, and deactivation plans. Plus, the analyst is also involved in evaluating the replacement or deactivation is needed.

Moreover, for a better understanding of the business analyst role and these business analyst case studies, here are the business analysis requirements and business analysis techniques. Therefore, it explains how a business analyst works.  

Business analysis requirements

Business analysis requirements are divided into different categories. It is a piece of documentation which includes their needs, things which need updations changes etc.

So business analysis requirements are classified into:

STAKEHOLDER REQUIREMENTS

Firstly, it’s important to understand who are the stakeholders , to understand a business analyst case study the related stakeholders play an important role in understanding their needs and requirements and understanding how business decisions will impact them.

Documenting and fulfilling the stakeholder’s requirements fulfils their requirements and later they fulfil the business requirements.

BUSINESS REQUIREMENTS

Secondly, to create a systematic business plan which includes all the requirements, a working map of the business, and a structure of responsibilities of each person.

SOLUTION REQUIREMENTS

Solution requirements are said to the process or quality improvement i.e. changes that are made in the business process or in quality that will fulfil the stakeholder’s requirements. Such a problem will be discussed later in the business analyst case study. As a result, solution requirements in business analysis requirements are classified into:

• Functional Requirments
• Non Functional Requirments

TRANSITION REQUIREMENTS

These requirements refer to the changes that which business wanted in its process. Therefore, in simple terms, it is a process of a transaction from the current state to the target state.

A transition can be about any process or domain which might be misunderstood, so it’s important to document before starting work on the project. 

business analysis techniques

Business analysis techniques are some of the ways through which business analysts use to determine the environment of the business. These techniques are used later in the business analyst case studies.

Also, these techniques determine which business decisions can be most effective and from which decisions the firm has to face consequences

Here are the 4 most common business analysis techniques:

MOST refers to Mission, Objectives, and Strategies. It helps in evaluating the internal analysis of the mission statement. Furthermore, it formulates strategies to tackle hurdles in achieving organisational objectives

It helps in analysing the external environment of the organization. PESTLE stands for:

• Political: changes in political parties in their ideology, and their policy can affect business decisions.
• Economical: the economic conditions, economic growth and other economic factors.
• Social: environment of social society and analysing how the business will be impacted by society culture  
• Technology: latest technology, and upcoming changes to keep business decisions accurate.
• Legal: Law, rules, and regulations which are related to the business environment.
• Environmental: analysing how the business decision will impact the environment.

In a business analyst case study, a business is divided into four parts. An organization can make four different decisions for each segment. Also, SWOT analysis has four different segments:

• Opportunities

Organization analysis of each aspect of business and each business aspect goes to one of these segments.

So, the organization knows which segments need improvements and what are their USPs   

MoSCoW stands for Must or Should, Could or Would. This technique requires analyses of every requirement and marks its level of prioritization.

Afterwards, requirements with the highest prioritization get priority attention.

To understand an analyst job, a business analyst case study will give a real example. So, here is the problem followed by the solution of how a business analysis example will solve the problem:

In the problem section of the business analyst case study, we discuss the actual problem of the business case analysis example. Furthermore, it is a problem for the consumer goods companies (food industry) that are targeting to expand their business. Therefore, here is the problem for business analysis example:

The target for a business analyst is to find the insights of quality measurement systems’ best practices which are required to create better products and the tools and the process which will be required to do so.

Solution 

The solution for these business analyst case studies is divided into subparts. Moreover, the process for finding quality improvement is to find the benchmarking, creating tools, continuous feedback and finalization.

Information gathering

The very first step of any business problem is to gather information as possible related to that business analysis example. However, gather all the background information related to background i:e information related to the department, and the history of the problem in the organization.

Afterwards, it’s important to understand the various elements which can affect the business analysis strategy. Two models for information gathering:

• PESTEL Analysis: This method analyzes the external environment of the business. The impacts of different environments on your business or your business decisions .
• Porter’s Five Force Model : In the analysis of the business environment or impact on business decisions by evaluating Industry competitors, new entrants, substitutes, buyers and suppliers.

  Identify Related Stakeholders

As we are moving further in our business analyst case study, an analyst needs to identify all the stakeholders who are associated with the decision. It’s important to understand how different groups can be affected by the decision.

So it’s, important to make a decision which suits each group of the business. Different groups in business are:

• Shareholders
• Competitors

Discover Business Objectives

As the business case study examples say after the background information and understanding of the stake behind the decision. Also, it’s important to understand that the decision will reflect the company’s objective. Moreover, every business case analysis example shows that the decision of the business reflects the business objectives, vision and mission.

Analysis & Benchmarking

Moving further in the business analyst case study and according to our problem of improving product quality improvement.

Analysing the recent process of setting up benchmarks. To create high-quality food products, here is the process:

• Firstly measure the old process and benchmarks
• Compare the organization’s benchmark with competitors’ benchmarks and standards.
• Research for standards and benchmarks needed for improving the quality.
• In-depth interviews and a survey frame the conduction by the production head, researchers, and experts, to identify small sports to improve.

Tool Creation

After all the findings and research work , the next step in the business analysis example is to create tools and fill the loopholes in the existing process to create a more suitable method.

Note: The process of tool creation and mapping is theoretical.

Afterwards, a final document which includes the findings, and research. Plus, the most suitable process will get on documents.

Requirements for new process added to the document.

As the name suggests in this business analyst case study the designed plan gets trial runs. The goal is to achieve the perfect quality of food. Moreover, it creates more than one process in theory with different variations.

Finalization

After continuous trials and feedback, it is essential to determine the best alternative in the next step of the business analyst case study. As a result, the organization select the best alternative which is most suited and effective. Calculation of process effectiveness:

• Quality of product

Evaluate Value Added By Project

In the final stage of our business analyst case study, it is important to determine how effective and how the process of improving quality added to the profit levels of the business.

So, it was one of the business analyst case studies to explain real-world working and their requirements and strategies.

What is a case study for a business analyst?

Business case studies, either involve an ongoing issue or a company’s success, and analysts have communicative tools to determine the right decisions for business. Plus they demonstrate higher value & competence.

How do you write a case study for a business analyst?

Steps to writing a case study analysis

• Step 1: Investigate the Company’s History and Growth
• Step 2: Identify Strengths and Weaknesses
• Step 3: Examine the External Environment.
• Step 4: Analyze Your Findings.
• Step 5: Identify Corporate-Level Strategy.
• Step 6: Identify Business-Level Strategy.
• Step 7: Analyze Implementations.

What Does a Business Analyst Do?

Business analysts go by many other job titles, including:

• Business Architect
• Business Intelligence Analyst
• Business Systems Analyst
• Data Scientist
• Enterprise Analyst
• Management Consultant
• Process Analyst
• Product Manager
• Product Owner
• Requirements Engineer
• Systems Analyst

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Uber Interview Experience for Senior Business Analyst

Interview experience at Uber for the role of Senior Business Analyst. There was a total of 4 Rounds of interviews. In total questions were asked from Past Jobs & experience, Technical knowledge of the field, Situational questions, HR questions, case studies, and guestimates.  

Interview 1: Pure Technical

Part 1: Intro

• Tell me about yourself 
• Talk about a project you are proud of

Part 2: Tech

SQL Coding question

• Subquerry (simple)
• Left join (simple)
• Father grandfather table(self join ) (intermediate)
• Pivot table: score and month and name, show in unpivoted form(pivot concept) (advanced)

  Python

• What would be the output of the code 
• Numpy pandas
• functions (Index,)
• Difference between 
• Where and having
• Rank and dense rank 
• Inner and left join
• When to use CTE functions

Part 3: Business: How would you evaluate the success of Uber Eats when launched in a new city? 

• Quant 
• Verbal 
• Hypothesis testing (ab testing Innova )

Interview 2: Tech/Business

• Tell me about yourself and focus on the projects you have done
• Tell me about your current role and the skillsets you have 
• Discussion on your role/domain 

Part 2: Guesstimate and Case Study: Guesstimate: Calculate the percentage share of uber rides in your city

Case study: Tell me the success metrics or KPIs that you would follow to track the growth of uber in a new city provided you have to make a decision of success within the first 3 months: whether to continue or stop the uber services in the city

Interview 3: Panel (2) Business Understanding

• Talk about yourself and your experience 
• What is your impact on the team/project you are in 
• What are some of the decisions businesses take based on the insights you generate from your data-driven analysis 
• Deep discussion on your domain ( mine was marketing and e-commerce) they were trying to access if I have business assessment skills

Part 2: Case Study

• How would you categorize whether a driver is a good or bad driver ( uber’s perspective )
• What would be 4 most important business metrics you’ll use to categorize them 
• Given the metrics and values: Categories driver A as good or bad with strong backup points

Interview 4: Panel (2) Business Understanding and Stakeholder Management

Part 1: Intro and Stakeholder management

• Tell me about yourself (kind of informal) they were trying to know me as a person not based on my project or past experience 
• Have you ever been in a situation where you have 2 conflicting stakeholders running for a deadline 
• Tell me about a time when you did something for the project extra. You had gone above and beyond 
• Talk to me about a time when your stakeholders were rushing for a deadline that can’t be met
• 2.1. How will you evaluate driver success and (Final Aim: increase in driver retention ) in a new city?
• 2.2. Give me your take on the Rides/Hr metric

Part 3: Giving a gist of the Role I would be doing and any questions if I have any.  

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What are some scenario based and logical questions that are asked in a Business Analyst interview?

Are you going to appear for the business analyst interview? If yes, then you should be ready for scenario based and behavioral questions also. In a business analyst interview, scenario-based and logical questions are commonly asked to assess the candidate's ability to think critically and solve problems in a structured and analytical way.

These questions are designed to simulate real-world situations that the candidate may encounter in the role of a business analyst. By answering these questions, the interviewer can evaluate the candidate's communication skill and business analysis skill, among other things.

What are some scenario-based and logical questions that are asked in a Business Analyst interview? In this post, we will look at the top commonly asked scenario-based and behavioural questions. We will also provide answers/guidelines to a few questions, which will enable you to prepare answers for other similar questions.

Table of Contents

• 1. Types of Business Analyst interview questions
• 2. Behavioural Questions for Business Analysts with answers
• 3. Conclusion
• 4. About Techcanvass

Types of Business Analyst interview questions

As a business analyst, you will be asked variety of questions in the interview. What are these types, lets have a look:

Core business analysis skills

Core business analysis refers to the business analysis skills like requirements gathering, elicitation techniques , business analysis, UML modelling , Agile, user stories, SQL etc. Some examples are as follows:

• What is Functional Decomposition?
• What are Include & Extend Relationships between Use Cases?
• What are differences between Use cases and User stories
• What are the types of relationships between the use cases
• What is BRD? How is it different from SRS?

Scenario-based questions

These questions are asked to check your knowledge in a particular situation. They are mostly related to business analysis skills and would test your BA skills in a given situation. Some of the questions could be as follows:

• There are multiple stakeholders and are located at geographically diverse locations, which elicitation techniques would you be using?
• You are contracted to develop a software system involving multiple departments of an organization. The number of departments involved in this project is around 15. How will you go about planning the requirements elicitation, considering the project is being executed using waterfall methodology?
• Are you familiar with Process Modelling? If your customer is not familiar with either DFD or UML diagrams, will you still use process modelling? What would be your approach?

Behaviour / Problem-solving questions

This is becoming an integral part of every BA interview and most of our students have confirmed this trend. These questions are asked to check the following:

• How do you react to the unfamiliar situation (out of your comfort zone)?
• How do you approach a problem and how good is your Problem-solving ability?

There may not be a unique answer to these questions. The interviewer is looking to check your approach to solving the situation. Some of the questions could be as follows:

• What are some of the challenges a Business Analyst faces and what are the strategies to overcome those?
• Are you a team player? Give me an instance where you demonstrated your team player ability.
• Have you been a part of any project, which failed or closed without closure? What were your learnings?

Behavioural Questions for Business Analysts with answers

We are going to take up a few selected questions and will provide the answer. This should provide you the approach and the framework to answer any behavioural questions in the interviews.

1. What are some of the challenges a Business Analyst faces and what are the strategies to overcome those?

Business analysts interact with stakeholders of different types. These poses challenges for the business analyst as stakeholders are human beings and every human being is different, however the three most important and common challenges are-

i) Facing a difficult stakeholder - Stakeholders could be very difficult, negative or resistant to change. To manage these stakeholders , the best way is to find out the reason for that particular behavior and then create a stakeholder engagement and management strategy for each of these stakeholders because each of these stakeholders are different. There is no one rule for all the stakeholders but it depends on individual stakeholders and the best way is to create a strategy for each one of them who are important for the project.

ii) Not able to understand implicit requirements - There are a lot of situations where customers tend to tell you some information where they don't give you complete information not intentionally but because many a times as an individual if I am working on something,I tend to ignore that and feel that this is so common, why do I need to express it. These are the things which become implicit requirements. You need to find out those hidden and implicit requirements, otherwise, they may result in rework. The simplest way to find it is to on a continuous basis analyze the requirements, that is break down the requirements, ask follow-up questions and brainstorm with your team so that you can listen to different views and come up with all the questions or all the missing requirements.

iii) Frequently changing requirements - This is something which you cannot avoid because changes are so common in today's world. Everywhere situation is dynamic so new requirements keep on coming. So instead of trying to bind the customer into a contract that they can't make any changes, find out ways to handle the changes elegantly. So agile methodology allows you to handle the changes in a much more efficient manner.

2. Which has been your most challenging project and why?

In this question, the interviewer is trying to understand your approach in handling difficult situations. The challenge could be related to a highly demanding customer, negative customer, rapidly changing requirements, etc. Think hard, it is best to get an incidence from your own experience. Else you need to develop one.

You need to give an example to the interviewer. Here it is:

I was assigned to a project which was in the banking domain. The project was going to start in 15 days’ time. I was new to this domain and was really worried about the requirements phase. Interacting with the customer without having any clue about the banking domain could have led to many issues. So, I decided to do something about it.

I enrolled for a course in banking basics and went through the chapters diligently. Even though 15 days was not sufficient, but I focused on learning the vocabularies and the processes, relevant to my project. This preparation helped me in understanding the key concepts, terms as well as processes. It helped me in the requirements phase and in building a good rapport with the customer.

This was just one of the examples; you can choose any other if it demonstrates your success in overcoming the challenge. Typically, these challenges can be handled by maintaining a good relationship with stakeholders, proper prioritization of tasks, communication with stakeholder, or well project planning.

3. What is your biggest achievement and why do you think so?

Keep your answer strictly related to work. Techniques like STAR method (STAR stands for Situation, Task, Action, Result) can be used. Using this strategy is particularly helpful in response to competency-focused questions, which typically start out and tell a story about a recent work success that shows the interviewer what benefits you will bring to the company.

Example: “In my previous stint, I found a major issue with the inventory control system. The system was not keeping close enough tracks on the number of products in stock, and the company was short on the product each month. I was tasked to investigate the issue. I conducted a root cause analysis with the team. Initially, all of us thought that the stock maintenance was not happening correctly, but the tech and the testing team confirmed that that's not the case. So, I decided to look into the delivery of products. By investigating 12 months of data, I was able to identify the problem. It was happening because the returns were not captured correctly and that was causing the untimely shortage. So, we got that fixed and also put automated notifications systems based on re-order levels.”

This is one example but please note the detailing of the problem and the solution. You can pick up similar instances from your past. It does not need to be related to software alone, it could be any instance where you helped solve a problem.

4. Are you a team player? Give me an instance where you demonstrated your team player ability.

This question is about working in a team. You can narrate an instance where you and your colleagues worked together to achieve a difficult task which would not have been possible if you all did not contribute. Instances related to meeting delivery timelines are typically such scenarios. However, if you have been part of an actual instance nothing can be like it.

Else, you can refer to this example. Your team was working on a change request. The delivery timelines looked difficult to meet because of some issues. On top of that, one of the testers fell sick. Without a tester, meeting the deadline was impossible. So, you decided to participate in the testing to help the team. This way, your team was able to meet the deadline.

If you have worked in an agile environment, do mention that your project followed agile. One must be a team player in an agile environment for a project to be successful. This will give weight to your profile.

5. Have you been a part of any project, which failed or closed without closure? What were your learnings?

Yes, I have been a part of a project which was delayed and slightly over budget. The reasons were gaps in the requirements identified during the UAT stage.

Late identification of defects resulted in an extended UAT period delaying the project and stretching the budget.

We conducted root cause analysis to find out the reasons and we discovered the following:

** It was a credit rating application for an insurance company, and we did not have anyone in our team, who understood the domain well.

** On top of that, our team did not validate the requirements as it should have. We did have a presentation with screenshots but there were a lot of gaps with the flow representations. Possibly, we should have created a navigation enabled prototype.

These two learnings were also captured in the project learnings document.

6. How important is for BA to know the domain? Can BA be domain agnostic?

Domain knowledge for a business analyst is especially important as it enables them to perform his/her role more efficiently.

First, it helps in having a better understanding of the business requirements. Without understanding the business, it is difficult, for certain domains.

Secondly, having deep domain understanding also enables a BA in adding value to the business processes, by leveraging previous experiences and suggesting better ways to implement a process.

Having said that, not all projects require domain understanding.

7. You are contracted to develop a software system involving multiple departments of an organisation. The number of departments involved in this project is around 15. How will you go about planning the requirements elicitation, considering the project is being executed using waterfall methodology?

Question Objective: This is a scenario based question and is asked to check your understanding of various elicitation techniques and your ability to decide which one is suitable for a given situation.

In this situation, multiple departments are involved and each department will have at least one stakeholder. To elicit requirements for the entire project will require a lot of time. That’s a very time-efficient exercise. What can we do to become more efficient?

Obviously, having a 25 member team to conduct the elicitation will be an expensive exercise considering the travelling and logistics expenses.

So, what else can we do? In one of my projects, I faced a similar situation. I would like to share what we did in that particular case.

In that case, We created a small team by choosing members from the departments itself (who were IT enabled and understood processes). Each team was led by a process champion. Each department team was made responsible for interacting with other members of the team to gather requirements and document it. Of course, we conducted a small session to help them understand the formal documentation.

Once the process champions, completed their work, our team (of business analysts and process analysts ) sat with the process champions and their respective teams for knowledge transfer and review.

This technique helped us save a lot of time. The critical success factor for this approach are:

• Make sure that process champions understand software development process and the business processes
• Make sure that formal documentation format is finalised well in advance and communicated with all the teams
• The knowledge transfer and review meetings conducted at regular intervals to ensure better efficiency

So, this is the way, you can answer this question – Selecting the right Elicitation Technique in a given Scenario.

Scenario-based and logical questions are an important part of the business analyst interviews these days. STAR and similar frameworks provide the best approach to answer these types of questions.

We also help professionals prepare for interviews with one-on-one mock interviews. Experts share feedback in detail with the professionals to make them work on the shortcomings, if any.

If you want to enrol in such programs, please write to us at [email protected] .

Techcanvass is an Information Technology certifications training Organization for professionals. It offers internationally recognized certifications in the fields of Project Management and Business Analysis.

We offer IIBA Certification preparation courses , Domain Training courses , Business Analysis tools and techniques , Data Analytics Courses , and Agile Business Analysis courses .

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