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Learning Outcomes and Competency Standards

4.7 C2- Process, Project and Change

BTM graduates will gain the foundations that enable them to help create well-designed business processes, well-managed projects, and support for the individuals and groups undergoing change.

Ref (1)

Title (2)

Learning Outcome (3)

Competency Standard (4)

C2-1 Organizational

Learning Be able to explain the overall organizational learning and innovation process / life cycle, and its role in organizational success.

Annotation:

Support learning and change in IT and data analytics projects throughout the

organization, responding diligently to knowledge gaps in projects by staffing the best people and skills for analytics expertise, learning how to integrate knowledge and models from the relevant analytics professions, and developing the organizational memory through successive

BLOOM BTM=2

89 projects. Be able to explain

Web- and technology-facilitated solutions for the continuing education of data analytics providers and staff.

C2-2 Project Management Project Management - demonstrate appropriate understanding of agile project management principles and

methodologies, such as at the level of Certified Associate in Project Management (CAPM) certification of the Project Management Institute, referencing the Project Management Institute's Project Management Body of Knowledge (PMBOK) Annotation:

Integrate the best of generic, IT, and industry-specific project

management practices and standards for data analytics

(Two skills required) Skill (1)

SFIA-PRMG=4 (Project management) Introduction to this skill:

The management of projects, typically (but not exclusively) involving the development and implementation of business processes to meet identified business needs, acquiring and utilizing the necessary resources and skills, within agreed parameters of cost, timescales, and quality.

Level:

Level 4 Description:

Defines, documents and carries out small projects or sub-projects (typically less than six months, with limited budget, limited interdependency with other projects, and no significant strategic impact), alone or with a small team, actively

participating in all phases. Identifies, assesses and manages risks to the success of the project. Agrees project approach with stakeholders, and prepares realistic plans (including quality, risk and communications plans) and tracks activities against the project schedule, managing stakeholder involvement as

appropriate. Monitors costs, timescales and resources used, and

Ref (1)

Title (2)

Learning Outcome (3)

Competency Standard (4)

projects, ensuring they remain aligned with the evolving needs of the organization and its industry, and developing a strong project learning culture for sustained performance improvement in both project delivery and analytics services.

takes action where these deviate from agreed tolerances.

Ensures that own projects are formally closed and, where appropriate, subsequently reviewed, and that lessons learned are recorded.

Skill (2):

SFIA-PROF=4 (Portfolio, Programme and Project Support) Introduction to this skill:

The provision of support and guidance on portfolio, programme and project management processes, procedures, tools and techniques. Support includes definition of portfolios, programmes, and projects; advice on the development,

production and maintenance of business cases; time, resource, cost and exception plans, and the use of related software tools.

Tracking and reporting of programme/project progress and performance are also covered, as is the capability to facilitate all aspects of portfolio/programme/ project meetings, workshops and documentation.

Level 4 Description:

Takes responsibility for the provision of support services to projects. Uses and recommends project control solutions for planning, scheduling and tracking projects. Sets up and provides detailed guidance on project management software, procedures,

91 processes, tools and techniques. Supports programme or

project control boards, project assurance teams and quality review meetings. Provides basic guidance on individual project proposals. May be involved in aspects of supporting a

programme by providing a cross programme view on risk, change, quality, finance or configuration management.

C2-3 Business Change Management

Demonstrate understanding and application of best practices in organizational IT change management.

Annotation:

Advise on process and organizational change with concern for the evolving needs of analytics

professions and decision-making processes within the organization and its industry, analyzing the technological, operational, management, and strategic implications of intelligence-driven change, and

respecting the pace and risk culture of the

SFIA-CHMG=3 (Change Management) Introduction to this skill:

The management of change to the service infrastructure including service assets, configuration items and associated documentation. Change management uses requests for change (RFC) for standard or emergency changes, and changes due to incidents or problems to provide effective control and reduction of risk to the availability, performance, security and compliance of the business services impacted by the change.

Level 3 Description:

Develops, documents and implements changes based on requests for change. Applies change control procedures.

Ref

organization. Demonstrate understanding of the

importance of organizational stakeholder involvement and champions throughout analytics project activities;

Organizational and behavioural factors that influence analytics’

acceptance and use; and, strategies for managing change and user resistance.

C2-4 Business Process

Management Demonstrate competence in process analysis and design using applicable knowledge areas from the International Institute of Business

Analysis (IIBA) Business Analysis Body of Knowledge (BABOK).

Annotation:

Leverage the latest

advances in data analytics and their plugin within the generic as well as best-in-class Business Process

(Two skills required)

SFIA-BUAN=3 (Business analysis) Introduction to this skill:

The methodical investigation, analysis, review and

documentation of all or part of a business in terms of business functions and processes, the information used and the data on which the information is based. The definition of requirements for improving processes and systems, reducing their costs, enhancing their sustainability, and the quantification of potential business benefits. The collaborative creation and iteration of viable specifications and acceptance criteria in preparation for the deployment of information and

communication systems.

Level 3 Description:

93 Management (BPM)

platforms, especially the features of BPM Suites that are most adapted to

analytics, such as ensuring business rules are properly embedded within

processes; facilitating rapid audits and information security

assurance; and, integrating complex analytics tasks required for automation while supporting highly specialized professions.

Investigates operational needs and problems, and opportunities, contributing to the recommendation of

improvements in automated and non-automated components of new or changed processes and organization. Assists in defining acceptance tests for these recommendations.

Skill (2)

SFIA-BSMO=2 (Business modelling) Introduction to this skill:

The production of abstract or distilled representations of real world, business or gaming situations in traditional or trans-media applications, to aid the communication and

understanding of existing, conceptual or proposed scenarios.

Predominantly focused around the representation of processes, roles, data, organization and time. Models may be used to represent a subject at varying levels of detail and

decomposition.

Level 2 Description:

Understands the purpose and benefits of modeling. Uses established techniques as directed to model simple subject areas with clearly defined boundaries. May assist in more complex modeling activities. Develops models with input from subject matter experts and communicates the results back to them for review and confirmation.

Ref (1)

Title (2)

Learning Outcome (3)

Competency Standard (4)

C2-4.1 Stakeholder Requirement Analysis

Demonstrate understanding of stakeholder requirements analysis.

Annotation:

Analyze data analytics project requirements with a keen understanding of decision making processes, defining clearly the needs of various analytics professionals and service end-users, with concern for standards and regulatory compliance specific to the industry segment, and the privacy and security expected from the organization.

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C2-4.2 Business Process

Improvement Describe business process improvement or re-engineering process.

Annotation:

Improve business processes by finding opportunities for innovative applications of

BLOOM BTM=3

95 data analytics solutions,

helping all units of the organization to learn from best practices of their industry segment, and help diverse analytics

professions to evolve their practices and work smarter to surpass the

organization’s performance goals.

C2-4.3 Business Process

Design Demonstrate understanding of Business Process

notations/symbology – BPMN, UML.

Annotation:

Design data analytics and decision making processes that reflect the capabilities and constraints of the organization, relying on industry segment best practices; representing enterprise architecture coherently at all levels

BLOOM BTM=3

Ref

given the context of large organizations; and,

ensuring business rules and intelligence services meet regulatory and

performance standards.

C2-4.4 Quality Assurance Demonstrate understanding of quality assurance and testing, go-live, end of life, life cycle management, ticket management (help desk).

Annotation:

Evaluate data analytics project deliverables based on generic and industry-specific testing best practices, exposing solutions to all relevant analytics professions in order to reflect the diversity and stringent criteria of business processes; and,

SFIA-QUAS=3 (Quality Assurance) Introduction to this skill:

The process of ensuring that the agreed quality standards within an organization are adhered to and that best practice is promulgated throughout the organization.

Level 4 Description:

Uses appropriate methods and tools in the development, maintenance, control and distribution of quality and

environmental standards. Makes technical changes to quality and environmental standards according to documented procedures. Distributes new and revised standards.

97 develop best practices to

help reduce the compliance and risk management overhead.

C2-4.5 New Process

Implementation Demonstrate understanding of new process

implementation and maintenance.

Annotation:

Deploy data analytics project deliverables with concern for the change capability, business

continuity, and risk culture of the organization,

assessing potential

breaches in conformity due to slower learning during process launch, and developing analytics

project leadership practices that enable faster and frequent change in complex intelligence-driven services and products.

SFIA-ORDI=5 (Organization design and implementation) Introduction to this skill:

The design and implementation of an integrated organization structure, role profiles, culture, performance measurements, competencies and skills, to facilitate strategies for change and for training to enable the change. The identification of key attributes of the culture and the key principles and factors for addressing location strategy.

Level 5 Description:

Conducts business impact assessment to identify how the changes from the "as-is" processes, systems, and structures to the "to-be" processes, systems and structures impact specific organizations and roles. Outlines how the organization

structure, jobs, teams and roles and staff development need to change to enable the future business processes. Aligns existing jobs/organizational structures to new processes.

Ref (1)

Title (2)

Learning Outcome (3)

Competency Standard (4)

C2.5 Knowledge

Management Be able to explain the importance of knowledge transfer, development, and dissemination for both explicit and tacit knowledge.

Annotation:

Respond to knowledge gaps and support organizational learning by finding

opportunities in reusing knowledge and expertise from various data analytics projects, especially related to the specific requirements of complex intelligence and modelling-intensive

decision making processes, and helping teams leverage analytics solutions to foster organizational memory and tap on its extensive

resources just-in-time.

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99 National Occupational Standards (NOS) are:

 Statements of the standards of performance individuals must achieve when carrying out functions in the workplace, together with specifications of the underpinning knowledge and understanding

 National because they can be used in every part of Canada

 Occupational because they describe the performance required of an individual when carrying out functions in the workplace

 Standards because they are statements of effective performance which have been agreed by a representative sample of employers and other key stakeholders

The goal of the BTM-NOS is to define a set of occupational standards that exists in the BTM specialization field defined in this document, in particular the skills and competencies that practitioner need to perform successful in a particular occupations. The purpose of the NOS is to:

 assist organizations in recruitment and HR planning;

 identify career path for employees and help to promote employee retention;

 help to educate students/parents and the public at large about BTM as a career.

The NOS also assisted in the development of BTM specialization programs that target specific business requirements and allowed us to design learning outcomes and competency standards for the specialist BTM programs.

Scope of the NOS Project

The scope of the BTM NOS project includes the following phases:

1. Review academic and industry research: The research component consisted of a

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