Engagement Examples
Our Business Analysis services are designed to fit seamlessly into your business. Whether you need short-term expertise or a long-term partnership, we offer a range of engagement models to suit your goals, pace, and internal capabilities. Each engagement is underpinned by clear deliverables and governed by a Statement of Work (SoW) or Service Level Agreement (SLA).
1. Team Augmentation for Major Projects
Engagement Type: Statement of Work (SoW)
When you are delivering a large transformation project and need extra capacity or specialist insight, we embed experienced business analysts into your team. We bring our own methods, tools, and documentation standards, but we can also adapt to yours as needed. You get fully integrated support without the cost or commitment of permanent hires.
Example:
Supporting an ERP implementation by mapping legacy processes, gathering detailed requirements, and translating them into actionable user stories for delivery teams.
2. Process Mapping, Improvement, and Automation
Engagement Type: Statement of Work (SoW)
Whether you are tackling a pain point or chasing a productivity gain, we help you understand and improve how things are done. We document current processes, identify inefficiencies or risks, and design streamlined, automated solutions that deliver measurable value.
Example:
Redesigning a procure-to-pay (P2P) workflow to reduce manual handling and integrate with automation tools such as Power Automate or n8n.
3. Ongoing BA Support for a Specific Function or Technology
Engagement Type: Service Level Agreement (SLA)
Some business-critical systems need consistent oversight, not just during implementation but throughout their lifecycle. Our ongoing business analysis support provides just that. We offer a retained service with guaranteed availability, giving you continuity, specialist knowledge, and fast response times without the need to hire a full-time internal resource.
Our analysts act as a bridge between your business and the technology. As well as supporting process improvement and managing change requests, we can also:
- Provide first-line technical support to users when the vendor cannot
- Handle user onboarding, training, and access management
- Manage roles, profiles, and permissions to maintain control and security
- Oversee data integrity and data management processes
- Coordinate and implement configuration changes or minor enhancements
- Identify opportunities for further optimisation or automation
This service is particularly valuable where the technology is embedded in core operations but lacks dedicated internal ownership. We step into that space, driving adoption, reducing support bottlenecks, and ensuring the solution continues to evolve with your business.
Example:
Providing ongoing analysis and change support for Salesforce, managing user queries and access, maintaining data structures, and ensuring the platform continues to support sales and service teams effectively.
4. Discovery and Feasibility Analysis
Engagement Type: Fixed-Term SoW
Before you commit budget and resources, we help you validate the opportunity. We run structured discovery sessions to understand the challenge, explore solution options, and provide clear recommendations with effort, impact, and risk assessments.
Example:
Scoping the viability of a self-service customer portal, including user journey mapping, technical constraints, and business case development.
5. Training and Capability Building
Engagement Type: Bespoke or Retained SLA
We do not just deliver; we upskill your team as well. Whether it is mentoring junior BAs, coaching product owners, or delivering formal training through our Business Analysis Academy (BAA.ac), we help build long-term capability in your organisation.
Example:
Running a six-week capability uplift programme alongside a digital project to increase internal confidence and autonomy.
6. Data-Driven Process and Performance Reviews
Engagement Type: SoW or Retained Service
We use data to understand how your processes actually run, not just how they should. By combining qualitative insight with dashboards and KPIs, we help you uncover inefficiencies and act on real opportunities for improvement.
Example:
Reviewing field service performance using Jira, Power BI, and staff interviews to refine dispatching rules and reduce on-site wait times.
Each engagement is tailored to your needs. Whether you are scaling up, modernising, or simply trying to bring order to complexity, we bring calm, clarity, and action.