PTAS AI · Business Analyst Service

Enhance Your Strategic Planning with Business Analyst.

Most enterprise projects do not fail in the code. They fail in the room where someone said "obvious" and three teams heard different things. Our business analysts sit in that room. They write the BRD, draw the BPMN, groom the backlog, and run the UAT — so the build is the easy part.

Built on proven standards
BABOK-aligned practice BPMN 2.0 process modeling Agile · Scrum · SAFe ISO 27001–aligned
What we deliver

Nine engagements a business analyst from us actually runs

Pick the one that matches where you are stuck — an idea that needs shape, a process nobody has bothered to write down, a vendor selection getting nowhere, or a launch that went live but never got used.

Requirements Discovery & BRD

Stakeholder interviews, workshop facilitation, and a signed BRD that survives procurement, audit, and the engineering team's questions on week three. Not a deck. A document, with a version history.

  • Stakeholder mapping & interview plan
  • BRD, FRS, and supplementary specs
  • Traceability matrix to acceptance criteria
  • Sign-off workflow with version control

Process Modeling (BPMN 2.0)

As-is and to-be process maps in BPMN 2.0, plus the swim-lane diagrams that show who actually owns each handoff. The kind of artefact a Six Sigma black belt can defend in front of the operations head.

  • Current-state mapping with time & cost
  • Gap analysis & quantified improvement
  • Target-state BPMN with control points
  • RACI for every step in the new flow

User Stories & Acceptance Criteria

Backlog grooming engineers do not roll their eyes at. INVEST-shaped stories, Given/When/Then acceptance criteria, and the right level of detail — enough to estimate, not so much that nothing ever ships.

  • Backlog structure: epics, stories, tasks
  • Acceptance criteria in Gherkin where it helps
  • Refinement cadence with dev & QA
  • Definition of Ready and Definition of Done

Product Discovery & Roadmap

For greenfield builds and new modules. Opportunity sizing, customer interviews, prototypes that get tested in a week, and a roadmap that says "no" to the things that distract from the next release.

  • Jobs-to-be-done & problem statement
  • Opportunity sizing with realistic numbers
  • RICE- or WSJF-prioritised roadmap
  • Click-through prototype for user testing

Vendor Evaluation & RFP Support

If the answer is "buy" instead of "build", a good BA saves you from the wrong vendor. We write the RFP, score the responses, run the demos against your real scenarios, and produce the recommendation memo that gives procurement air cover.

  • RFP authoring & weighted scoring matrix
  • Scripted demos against your workflows
  • Build-vs-buy memo with five-year TCO
  • Reference checks & contract red-flag review

UAT Planning & Facilitation

The phase most projects under-invest in. We write the UAT scripts, train the business testers, run the rounds, log the defects in a way developers can act on, and chase the sign-off so the launch date is not blocked by ambiguity.

  • UAT scripts mirroring real workflows
  • Tester training & daily stand-up
  • Defect triage & severity definitions
  • Sign-off pack for steering committee

KPI & Metric Design

If you cannot measure the outcome, you cannot defend the project at the next review. We define the north-star metric, the leading indicators, the instrumentation spec for engineering, and the dashboard the steering committee will actually open.

  • North-star & counter-metrics
  • Event & instrumentation spec for dev
  • Baseline measurement before launch
  • Adoption & outcome dashboard at 30/60/90

Change Management & Adoption

The launch is the start of the work, not the end. Communication plan, role-based training, SOPs that fit a single page, and a 30/60/90 adoption check-in — because a system nobody uses is just a line item on the depreciation schedule.

  • Comms plan by audience & channel
  • Role-based training material & SOPs
  • Champion network & office hours
  • Adoption metrics with a 30/60/90 review

Embedded BA for Product Teams

A senior BA who sits in your stand-ups, your refinement, and your stakeholder reviews for the length of the engagement. They use your Jira, your Confluence, your Slack. They report to your delivery lead. They leave behind a team that does not need them.

  • Twelve to twenty-four week embeds
  • Daily ownership of backlog & refinement
  • Single point of contact for stakeholders
  • Knowledge transfer to your internal owner
Industries we have run BA engagements in

Where our business analysts have earned their keep

Different verticals, the same underlying problem — too many opinions, not enough written down. These are the industries where we have run the playbook more than a handful of times.

Banking & Financial Services

Core banking modules, KYC & AML workflows, treasury reconciliation, and lending journeys. Requirements written so an auditor can follow them and a developer can build from them.

Retail & E-commerce

Order-to-cash flows, returns & reverse logistics, omnichannel inventory, and loyalty programs. We map the path the customer actually takes, not the one the org chart suggests.

Manufacturing & Supply Chain

Production planning, supplier onboarding, quality-control workflows, and warehouse process redesign. BPMN that connects the shop floor to the ERP without anyone getting lost.

Healthcare & Life Sciences

Patient onboarding, claims processing, clinical-trial workflow, and lab-order management. Requirements that pass a compliance review because they were written with one in mind.

SaaS & Tech

Product discovery for new modules, billing & pricing model design, multi-tenant workflows, and the kind of internal-tools backlog that engineering will not roll their eyes at.

Logistics & Transport

Fleet dispatch workflows, last-mile routing rules, freight billing reconciliation, and customer-portal redesigns. Process maps that survive a real day at the depot.

Methods & toolkit

Frameworks we lean on. Tools your team is already using.

We do not bring a proprietary diagramming tool nobody else can open. Engagements live in your stack so the artefacts stay useful long after the engagement closes.

Methods & frameworks

BABOK BPMN 2.0 Agile Scrum SAFe Lean Six Sigma Jobs-to-be-done RICE / WSJF

Backlog & delivery

Jira Azure DevOps Linear Asana ClickUp monday.com Trello

Diagramming & design

Lucidchart Miro draw.io Whimsical Figma Visio Camunda Modeler

Docs & collaboration

Confluence Notion SharePoint Google Docs Coda Slack MS Teams
How we deliver

Five stages, written down before we start

Every stage has a deliverable your team can review and reject before the next one begins. No "trust us, we are getting there" at week six.

Stakeholder Mapping & Interviews

We list every group the change touches, run structured one-on-ones, surface the conflicting expectations early, and write down what "done" means for each stakeholder before any modeling starts.

As-Is Analysis & Gap Discovery

Map the current process in BPMN, sit with the people doing the work, identify the gaps between what is documented and what actually happens, and quantify the cost of each broken handoff.

Requirements & Solution Design

Author the BRD and FRS, model the to-be process, write user stories with acceptance criteria, and produce a solution sketch the engineering team can challenge in a single workshop.

Backlog, Sprints & UAT

Groom the backlog with the dev team, sit in sprint planning to defend the scope, write UAT scripts that mirror real workflows, and run the UAT rounds with the business until sign-off.

Launch, Adoption & Handover

Train the users, write the SOPs, monitor adoption in the first 30 days, and hand the documentation to your internal owner with a 30-day warranty on anything we scoped.

What you walk away with

Artefacts your team can use after we leave.

The point of a BA engagement is the document trail. If we leave and nothing remains in your tools, the engagement failed — no matter how good the meetings were.

Signed BRD & FRS

Business and functional requirements with a version history, a change log, and a traceability matrix tying each requirement to an acceptance criterion and a test case. Lives in your Confluence or SharePoint, not ours.

BPMN 2.0 process library

As-is and to-be diagrams for every workflow we touched, in your Lucidchart, Miro, or Camunda. Each diagram has an owner, a version, and a date — so the next analyst inherits a starting point, not a mystery.

Groomed backlog & story map

A Jira or Azure DevOps backlog with epics, stories, and acceptance criteria your engineers actually read. A story map that shows the customer journey above the slice the next release is going to ship.

UAT pack & sign-off log

Test scripts that mirror real workflows, a defect log with severity definitions everyone agreed on, and a steering-committee sign-off pack that closes the project formally — not by silence.

FAQ

Questions we hear on the first call

If yours isn't here, a 30-minute discovery call is usually faster than an email thread.

What does a business analyst from PTAS AI actually deliver?

Written artefacts engineers can build from and stakeholders can sign off on. That usually means a BRD, an FRS, BPMN 2.0 process maps for the current and target state, a groomed backlog of user stories with acceptance criteria, UAT scripts tied to those stories, and a one-page adoption plan. Everything lives in your Confluence, Jira, or Notion — never in a folder we own.

How is a business analyst different from a project manager or product manager?

Roughly: a product manager owns the why and the priority. A project manager owns the schedule and the dependencies. A business analyst owns the what — the requirements, the process, the rules, and the acceptance. The three roles overlap, and on smaller engagements one person wears two hats. We will tell you on the first call which of the three you actually need, even if the answer is not a BA.

Do you write traditional BRDs or agile user stories?

Both, and we pick by audience, not religion. Regulators, auditors, and procurement want a BRD and FRS. Engineering teams want stories with acceptance criteria in the backlog they already use. Most enterprise engagements need both — the BRD as the signed-off scope, the stories as the executable form of it. We keep the two in sync so a change in one updates the other.

Can your business analyst embed within our team?

Yes. Embedded engagements typically run twelve to twenty-four weeks, with the BA in your stand-ups, refinement, and stakeholder reviews. They use your tools and report to your delivery lead. We bring the playbook, the templates, and a second-opinion network behind them — but they sit on your side of the table for the duration.

How long does requirements discovery take?

A bounded module — like an AP automation workflow or a vendor onboarding portal — usually takes two to three weeks of discovery for a signed BRD. A multi-system business change with twelve plus stakeholders runs four to six weeks. Anything shorter than two weeks tends to skip the interviews that surface the late-stage scope surprises — fine for a prototype, risky for a build.

Will the requirements still hold up after you leave?

That is the test we set for ourselves. Every BRD has a change log. Every process diagram has a version and an owner. Every user story links back to the requirement it implements. We run a two-week handover with your internal owner — usually a product manager or operations lead — and they sign off that they can run the next round of changes without us in the room.

How do you handle scope changes mid-project?

Calmly, and in writing. Every new requirement gets a change-request ticket with the impact on scope, timeline, and cost spelled out before anyone commits. We do not pretend changes are free, and we do not punish them either. Roughly fifteen to twenty percent of stories shift in any decent engagement — the process exists to make that visible, not to suppress it.

Do you support vendor selection and RFPs?

Yes. We have run RFPs for ERP, CRM, AP automation, KYC, and document-processing platforms. The deliverable is a weighted scoring matrix, scripted demos against your real scenarios, a five-year TCO comparison, and a recommendation memo procurement can defend. We will also tell you when the honest answer is "build, do not buy" — even if it loses us a partner badge.

Can you work alongside our existing PM or product team?

Most of our engagements are hybrid. Your PM owns priority, your engineering lead owns the build, our BA owns the requirements and the process. Roles are written down on day one so the seams are visible. If your in-house BA is at capacity and you need a senior pair of hands for a specific module, we run that pattern often.

How is a business analyst engagement priced?

Fixed-price for scoped artefacts — a BRD for a specific module, a process re-engineering exercise, an RFP run. Time-and-materials or monthly retainer for embedded BAs and long-running product engagements. You see the day rate, the named BA, and the deliverable list before anything is signed. Indicative ranges go out on the first call so no one wastes a week on a proposal that was never going to fit the budget.

Tell us what the next release is supposed to deliver.

A module that needs a BRD. A process nobody has written down. An RFP that has been open too long. A launch that went live and never got used. We will come back with a one-page diagnosis and a realistic plan — not a 40-slide proposal.