{"id":11700,"date":"2026-04-09T17:40:39","date_gmt":"2026-04-09T09:40:39","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=11700"},"modified":"2026-04-09T17:40:42","modified_gmt":"2026-04-09T09:40:42","slug":"what-is-business-analysis","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/ap\/blog\/what-is-business-analysis\/","title":{"rendered":"What Is Business Analysis? Everything You Need to Know"},"content":{"rendered":"\n<section class=\"key-takeaways wp-block-salesforce-blog-key-takeaways\" aria-label=\"Key Takeaways\">\n\t<div class=\"wp-block-salesforce-blog-key-takeaways__inner\">\n\t\t<div class=\"wp-block-salesforce-blog-key-takeaways__header\">\n\t\t\t<div class=\"wp-block-salesforce-blog-key-takeaways__title\">\n\t\t\t\t<h2 class=\"wp-block-salesforce-blog-key-takeaways__title-text\">\n\t\t\t\t\tKey Takeaways\t\t\t\t<\/h2>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\t\t<button \n\t\t\tid=\"wp-block-salesforce-blog-key-takeaways-button\"\n\t\t\tclass=\"wp-block-salesforce-blog-key-takeaways__button\"\n\t\t\taria-controls=\"wp-block-salesforce-blog-key-takeaways-content\"\n\t\t\taria-expanded=\"false\"\n\t\t\taria-label=\"\n\t\t\tToggle Key Takeaways content\t\t\t\"\n\t\t>\n\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" fill=\"none\" viewBox=\"0 0 22 22\" aria-hidden=\"true\"><path fill=\"url(#a)\" d=\"M17.401 6.445a1.525 1.525 0 0 1 2.153 0 1.517 1.517 0 0 1 0 2.149l-7.977 7.961a1.526 1.526 0 0 1-2.154 0L1.446 8.594a1.517 1.517 0 0 1 0-2.149 1.524 1.524 0 0 1 2.153 0l6.9 6.886z\" \/><defs><linearGradient id=\"a\" x2=\"10.5\" y2=\"17\" gradientUnits=\"userSpaceOnUse\"><stop stop-color=\"#BA01FF\" \/><stop offset=\"1\" stop-color=\"#0250D9\" \/><\/linearGradient><\/defs><\/svg>\n\t\t<\/button>\n\n\t\t\t\t\t<div id=\"wp-block-salesforce-blog-key-takeaways-content\" class=\"wp-block-salesforce-blog-key-takeaways__content\" aria-hidden=\"true\">\n\t\t\t\t\n\n<ul class=\"wp-block-list\">\n<li>Business analysis looks at the bigger picture (people, data, systems, and strategy) and connects them in a way that scales ROI.<\/li>\n\n\n\n<li>The difference between business analysis and business analytics is the application of data and statistics behind those insights. <\/li>\n\n\n\n<li>Learn how to build a business analysis framework to structure the approach to problems and solutions. <\/li>\n<\/ul>\n\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<footer class=\"wp-block-salesforce-blog-key-takeaways__footer\">\n\t\t\t\t\tThis summary was created with AI and reviewed by an editor.\t\t\t\t<\/footer>\n\t\t\t\t\t\t<\/div>\n<\/section>\n\n\n\n<p>Business analysis sounds like one of those terms people throw around in meetings without ever pausing to explain. But remove the buzz, and you\u2019ll find it\u2019s one of the most practical skills your <a href=\"https:\/\/www.salesforce.com\/ap\/blog\/what-is-an-smb\/\">small and medium-sized business (SMB)<\/a> can put to work. Done well, it turns scattered ideas (and data) into structured plans and gives teams the clarity they need to move forward with confidence.<\/p>\n\n\n\n<p>Analysing your business is not about crunching endless numbers. It\u2019s about uncovering what really matters. From identifying hidden problems to shaping workable solutions, business analysis has become a discipline that most modern organisations lean on. In this guide, we\u2019ll look at what business analysis actually means and why it has become such a defining factor in decision-making today. Let\u2019s get started.<\/p>\n\n\n\n<p><strong>What you\u2019ll learn:&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#h-what-is-business-analysis\">What is business analysis?<\/a><\/li>\n\n\n\n<li><a href=\"#h-the-difference-between-business-analysis-and-business-analytics\">The difference between business analysis and business analytics<\/a><\/li>\n\n\n\n<li><a href=\"#h-why-business-analysis-matters\">Why business analysis matters<\/a><\/li>\n\n\n\n<li><a href=\"#h-what-is-a-business-analysis-framework\">What is a business analysis framework?<\/a><\/li>\n\n\n\n<li><a href=\"#h-what-are-some-popular-business-analysis-techniques\">What are some popular business analysis techniques?<\/a><\/li>\n\n\n\n<li><a href=\"#h-what-is-the-role-of-a-business-analyst\">What is the role of a business analyst?<\/a><\/li>\n\n\n\n<li><a href=\"#h-how-to-choose-the-right-business-analysis-tools\">How to choose the right business analysis tools<\/a><\/li>\n\n\n\n<li><a href=\"#h-harnessing-business-analysis-for-impactful-growth\">Harnessing business analysis for impactful growth<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-business-analysis\">What is business analysis?<\/h2>\n\n\n\n<p>Business analysis is the practice of examining how your company works today and figuring out how it could work better tomorrow. It is about spotting gaps and shaping solutions that deliver real outcomes. Rather than focusing only on processes or technology, business analysis looks at the bigger picture (people, data, systems, and strategy) and connects them in a way that makes sense.<\/p>\n\n\n\n<p>In simple terms, that means translating your business problems into clear requirements, then working with teams to design and evaluate solutions. It\u2019s a mix of investigation and problem-solving that helps you avoid guesswork. The goal is simple: make sure every project or process is guided by insight rather than assumptions.<\/p>\n\n\n\n<div class=\"wp-block-salesforce-blog-multi-offer\">\n\t<div>\n\t\t\n\n<div class=\"alignfull wp-block-salesforce-blog-section-heading\">\n\t<h2 class=\"wp-block-salesforce-blog-section-heading__title\">\n\t\t\t\tSection Title\t<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column wp-block-salesforce-blog-multi-offer__featured-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/ap\/blog\/agentforce-in-salesforce-suites\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/03\/image_11f6a3.png?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/03\/image_11f6a3.png 1600w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/03\/image_11f6a3.png?w=300&amp;h=168 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/03\/image_11f6a3.png?w=768&amp;h=430 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/03\/image_11f6a3.png?w=1024&amp;h=573 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/03\/image_11f6a3.png?w=1536&amp;h=860 1536w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/03\/image_11f6a3.png?w=150&amp;h=84 150w\" alt=\"Illustration of Astro and Agentforce for Salesforce Suites with AI on a purple background.\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\tAgentforce for Small Business is Now Built Into Salesforce Suites\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n<\/div>\n\n\n\n<div class=\"wp-block-column wp-block-salesforce-blog-multi-offer__supporting-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/ap\/blog\/best-free-crms-for-startups\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/Best-Free-CRM-SMB.jpg?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/Best-Free-CRM-SMB.jpg 1500w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/Best-Free-CRM-SMB.jpg?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/Best-Free-CRM-SMB.jpg?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/Best-Free-CRM-SMB.jpg?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/Best-Free-CRM-SMB.jpg?w=150&amp;h=84 150w\" alt=\"CRM letter on slide switch, rendering on green background.\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\tBest Free CRMs For Startups and SMBs in 2026\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n\n\n<div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/ap\/blog\/interview-with-svp-boon-lai\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/05\/Boon-Lai-SVP-Interview-SMB.jpg?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/05\/Boon-Lai-SVP-Interview-SMB.jpg 1500w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/05\/Boon-Lai-SVP-Interview-SMB.jpg?w=300&amp;h=168 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/05\/Boon-Lai-SVP-Interview-SMB.jpg?w=768&amp;h=429 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/05\/Boon-Lai-SVP-Interview-SMB.jpg?w=1024&amp;h=572 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/05\/Boon-Lai-SVP-Interview-SMB.jpg?w=150&amp;h=84 150w\" alt=\"Bon Lai SVP interview headshot and Astro for SMB\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\tAI CRM and the Future of Small Business: An Exclusive Interview with SVP Boon Lai\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n\n\n<div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/ap\/blog\/ai-literacy-for-small-business\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/AI-Literacy-SMB-1.png?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/AI-Literacy-SMB-1.png 1920w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/AI-Literacy-SMB-1.png?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/AI-Literacy-SMB-1.png?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/AI-Literacy-SMB-1.png?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/AI-Literacy-SMB-1.png?w=1536&amp;h=864 1536w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/AI-Literacy-SMB-1.png?w=150&amp;h=84 150w\" alt=\"Illustration of AI literacy showing icons and computers with AI on a purple background.\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\tAI Literacy For Startups and Small Businesses: Applications + Tips\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n<\/div>\n<\/div>\n\n\t<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-difference-between-business-analysis-and-business-analytics\">The difference between business analysis and business analytics<\/h2>\n\n\n\n<p>Business analysis and business analytics may sound similar, but they are actually different.&nbsp;<\/p>\n\n\n\n<p>Business analysis focuses on understanding problems and using insights to <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/how-to-grow-your-business\/\">improve how a business operates<\/a>. It looks at your structure and goals, aligning business needs with technical solutions. On the other hand, <a href=\"https:\/\/www.salesforce.com\/ap\/analytics\/business-analytics-tools-guide\/\">business analytics<\/a> is the application of data and statistics behind those insights. It involves identifying trends and forecasting future outcomes by employing <a href=\"https:\/\/www.salesforce.com\/ap\/analytics\/business-intelligence\/\">sophisticated techniques<\/a>. Together, business analysis sets the direction while business analytics provides the foundation to make decisions with confidence.<\/p>\n\n\n\n<p>Of course, doing this well requires the right set of tools. A <a href=\"https:\/\/www.salesforce.com\/ap\/crm\/what-is-crm\/\">customer relationship management (CRM)<\/a> tool (like <a href=\"https:\/\/www.salesforce.com\/ap\/crm\">Salesforce<\/a>) keeps customer information in one place, making it easier to track interactions and spot opportunities. How? <a href=\"https:\/\/www.salesforce.com\/ap\/data\">Data 360<\/a> brings together customer data, giving analysts a complete view of the business. And <a href=\"https:\/\/www.salesforce.com\/ap\/analytics\/\">Tableau<\/a> turns all this data into clear, visual dashboards, so insights are easy to understand and act on. Together, these tools make business analytics less about wrestling with numbers.<\/p>\n\n\n\n<div class=\"layout-astro wp-block-salesforce-blog-related-trail\">\n\n\t<img decoding=\"async\" class=\"related-trail__illustration related-trail__cloud\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/related-trail-cloud-layout-astro.png\" alt=\"\">\n\n\t\n\t<img decoding=\"async\" class=\"related-trail__illustration related-trail__background\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/related-trail-background-layout-astro.png\" alt=\"\">\n\n\t<div class=\"related-trail__wrapper\">\n\t\t<div class=\"related-trail__content\">\n\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 345.8 82.8\" aria-hidden=\"true\" class=\"related-trail__logo\"><path fill=\"#1d3767\" d=\"M96.6 33h9v22.6h4.8V33h8.8v-4.3H96.6zm49.8 5.3c0-5.7-3.6-9.6-10.8-9.6H127v27h4.8v-7.9h3l2.3-.1 5.7 8h5.6l-7-9.2c3.4-1.6 5-4.5 5-8.2m-11.1 5.3h-3.6V33h3.6c4.4 0 6 2.3 6 5.3s-1.6 5.3-6 5.3m30.8-15.2-12.6 27.2h5l2.3-5.3h11.6l2.4 5.3h5l-12.6-27.1zm-3.6 18 4.1-9.2 4.1 9.3zm25.2-17.7h4.8v27h-4.8zm20.7 0h-4.8v27h17.6v-4.4h-12.8zm38.4 12.1h-13.2V28.7H229v27h4.7V45h13.2v10.6h4.7V28.7h-4.7zm15.9 14.8h17.5v-4.4h-12.7v-6.4H279v-4.2h-11.5v-7.5h12.7v-4.4h-17.5zm36.9-27.2L287 55.6h5l2.3-5.3H306l2.4 5.3h5l-12.6-27.1zm-3.6 18 4.1-9.2 4.1 9.3zm35.4-17.7h-10.2v27h10.2c8.2 0 14.4-5.9 14.4-13.6s-6-13.4-14.4-13.4m0 22.6H326V33h5.4a9.1 9.1 0 1 1 0 18.1z\" \/><path fill=\"#1d315f\" d=\"M43 82.8h.1a74 74 0 0 0 38.5-12.3 3 3 0 0 0 1.3-2.4v-6A66.2 66.2 0 0 0 42.5.2a3 3 0 0 0-2.3 0A66.2 66.2 0 0 0 0 62.2V68a3 3 0 0 0 1.2 2.4 74 74 0 0 0 40.2 12.4z\" \/><path fill=\"#8ed1f4\" d=\"M13.8 51.8a.3.3 0 0 0 0-.1L33 23.6a3.1 3.1 0 0 1 .8-.8 3 3 0 0 1 4 .8l9.5 13.8 3.5-5a3 3 0 0 1 4.9 0L69 51.6a.3.3 0 0 1 .1.3h7C70.7 17.7 43.7 7.2 41.4 6.2c0 0-11.2 4-21.2 16A59.6 59.6 0 0 0 6.8 51.8zm21.7-21.3\" \/><path 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class=\"wp-block-related-trail__title\">Trailhead:\u00a0<strong>Salesforce for Small Business<\/strong><\/h2>\n\t\t\t<p>Learn how your business can benefit from this out-of-the-box CRM.<\/p>\n\t\t\t\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/salesforce-essentials-small-business\/?d=bcta&amp;_ga=2.141720442.977363702.1775442691-1732961129.1774518847\" target=\"_blank\" rel=\"noreferrer noopener\">Visit Trail<\/a><\/div>\n\n\t\t<\/div>\n\t\t<div class=\"related-trail__mock\">\n\t\t\t<div class=\"related-trail__points\">+200 points<\/div>\n\t\t\t<div class=\"related-trail__eyebrow\">Trail<\/div>\n\t\t\t<p class=\"related-trail__trail-title h3\"><strong>Salesforce for Small Business<\/strong><\/p>\n\t\t\t<p class=\"related-trail__trail-description\"><\/p>\n\t\t\t<div class=\"related-trail__actions\">\n\t\t\t\t<div class=\"related-trail__action\">\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewBox=\"0 0 10 10\" aria-hidden=\"true\"><path fill=\"#747474\" fill-rule=\"evenodd\" d=\"m4.93.69.88 2.88c.04.12.16.18.27.18h2.89c.29 0 .4.38.17.56L6.79 6.04c-.1.07-.13.2-.1.32l1.12 2.96c.08.27-.2.5-.44.33L4.85 7.77c-.1-.08-.23-.08-.34 0L1.97 9.65a.29.29 0 0 1-.45-.33L2.6 6.36a.3.3 0 0 0-.1-.32L.17 4.3c-.23-.18-.1-.56.17-.56h2.89c.13 0 .23-.04.27-.18l.9-2.9c.08-.27.46-.25.54.02Z\" clip-rule=\"evenodd\" \/><\/svg>\n<\/div>\n\t\t\t\t<div class=\"related-trail__action\">\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" viewBox=\"0 0 9 5\" aria-hidden=\"true\"><path fill=\"#747474\" d=\"M4.16 4.5.26 0h7.8z\" \/><\/svg>\n<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\t<img decoding=\"async\" class=\"related-trail__illustration related-trail__foreground\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/related-trail-foreground-layout-astro.png\" alt=\"\">\n\t<img decoding=\"async\" class=\"related-trail__illustration related-trail__parks\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/related-trail-parks-layout-astro.png\" alt=\"\">\n\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-business-analysis-matters\">Why business analysis matters<\/h2>\n\n\n\n<p>Business analysis is often the difference between a project that delivers impact and one that misses the mark. Here are some of the biggest reasons it has become so valuable:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Spot problems:<\/strong> Many problems aren\u2019t obvious at first glance. Business analysis helps uncover the root cause so teams don\u2019t waste time patching symptoms.<\/li>\n\n\n\n<li><strong>Shape ideas:<\/strong> Great ideas can get lost in translation. Analysts shape them into structured requirements that teams can actually build and deliver.<\/li>\n\n\n\n<li><strong>Stay on track: <\/strong>With clear priorities and requirements in place, projects are less likely to stall or drift.<\/li>\n\n\n\n<li><strong>Weigh risks early:<\/strong> Every change comes with trade-offs. Business analysis weighs options early so leaders can make the correct calls.<\/li>\n\n\n\n<li><strong>Improve collaboration: <\/strong>Analysts bridge the gap between leadership, technical teams, and end users, making sure everyone is working toward the same outcome.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"What is Tableau? | Salesforce\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/HlKCe_YKlPI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-a-business-analysis-framework\">What is a business analysis framework?<\/h2>\n\n\n\n<p>A <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/business-process-mapping\/understand-the-value-of-business-analysis\" target=\"_blank\" rel=\"noreferrer noopener\">business analysis framework<\/a> is a structured way of approaching problems and shaping solutions. It provides analysts with a roadmap to follow, so work stays consistent and outcomes are easier to measure. Most frameworks combine a set of phases and recognised standards that guide how analysis is carried out.\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-phases-in-business-analysis\">Key phases in business analysis<\/h3>\n\n\n\n<p>Most business analysis flows through six familiar phases. These phases are not always rigid or linear. Many organisations move back and forth between them, especially in <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/salesforce-agile-basics\/learn-the-basics-of-agile\" target=\"_blank\" rel=\"noreferrer noopener\">agile environments<\/a>, but they provide a useful way to understand the flow of analysis work.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Initiation:<\/strong> Define the scope of the problem or opportunity. Using <a href=\"https:\/\/www.salesforce.com\/ap\/analytics\/data-visualization\/\">data visualisation<\/a> and <a href=\"https:\/\/www.salesforce.com\/ap\/artificial-intelligence\/\">artificial intelligence (AI)<\/a> insights from <a href=\"https:\/\/www.salesforce.com\/ap\/analytics\/crm\/\">CRM analytics<\/a> keeps outcomes grounded in reliable data for greater accuracy and impact.<\/li>\n\n\n\n<li><strong>Requirement gathering:<\/strong> Engage stakeholders to collect information about needs, expectations, and constraints. Interviews and surveys are often used here.<\/li>\n\n\n\n<li><strong>Analysis:<\/strong> Review the information collected to spot patterns or gaps. The goal is to make sense of what stakeholders really need.<\/li>\n\n\n\n<li><strong>Solution recommendation:<\/strong> Propose options that can meet the requirements and discuss trade-offs with decision makers.<\/li>\n\n\n\n<li><strong>Implementation:<\/strong> Support teams in putting the chosen solution into action while making sure requirements are met.<\/li>\n\n\n\n<li><strong>Evaluation:<\/strong> Measure the effect against the original objectives to confirm that the solution delivers value.<\/li>\n<\/ol>\n\n\n\n<div class=\"layout-five wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\"><strong>The Total Economic Impact\u2122 Of Tableau<\/strong><\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">See how Tableau customers have increased data literacy and improved decision-making companywide in this free report.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_self\" href=\"https:\/\/www.tableau.com\/en-gb\/learn\/whitepapers\/total-economic-impact-report-tableau?d=7013y000000aKEEAA2&#038;nc=7013y000000aKE9AAM&#038;_ga=2.242919106.1927153277.1757517329-90451283.1740749915&#038;_gl=1*3wjrw1*_gcl_au*MzcyNTE5NDg0LjE3NTY5ODg0Mjg.*_ga*OTA0NTEyODMuMTc0MDc0OTkxNQ..*_ga_3VHBZ2DJWP*czE3NTc1OTkxMDckbzQ3JGcxJHQxNzU3NjAyMTMzJGo0MSRsMCRoMA..\">Read for free<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-five.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__accent\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-accent-layout-five.png\" alt=\"\">\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-five.png\" alt=\"\">\n\t\t\n\t<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-popular-standards-and-approaches\">Popular standards and approaches<\/h3>\n\n\n\n<p>Alongside the phases, there are established standards and approaches that guide how analysis is performed. These standards give business analysts a shared language and structure, while still allowing flexibility.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/sfia-online.org\/en\/tools-and-resources\/bodies-of-knowledge\/babok-a-guide-to-the-business-analysis-body-of-knowledge\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Business Analysis Body of Knowledge (BABOK)<\/strong><\/a><strong>:<\/strong> A globally recognised framework that outlines tasks, techniques, and competencies for business analysts.<\/li>\n\n\n\n<li><a href=\"https:\/\/youtu.be\/6kdi3wxgwh4\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Agile analysis<\/strong><\/a><strong>:<\/strong> Focuses on adapting analysis to iterative development, where requirements evolve as teams build and test solutions.<\/li>\n\n\n\n<li><a href=\"https:\/\/en.wikipedia.org\/wiki\/Six_Sigma\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Six Sigma<\/strong><\/a><strong>:<\/strong> Uses data and structured problem-solving to reduce errors and improve processes.<\/li>\n\n\n\n<li><a href=\"https:\/\/online.hbs.edu\/blog\/post\/what-is-design-thinking\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Design thinking<\/strong><\/a><strong>:<\/strong> Emphasises understanding user needs deeply and creating solutions through iterative prototyping.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.businessanalysisexperts.com\/business-analyst-waterfall-methodologies\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Waterfall analysis<\/strong><\/a><strong>:<\/strong> A more traditional, sequential approach where requirements are defined fully upfront before moving into design and delivery.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-are-some-popular-business-analysis-techniques\">What are some popular business analysis techniques?<\/h2>\n\n\n\n<p>Picking the right technique can make or break your analysis. It should be the one that gets stakeholders aligned and leads to real improvements, not the one that looks good on paper. Here are some of the most relied-upon methods:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-swot-analysis\">SWOT Analysis<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.salesforce.com\/ap\/blog\/swot-analysis-small-business\/\">Strengths, Weaknesses, Opportunities, and Threats (SWOT)<\/a> analysis is a favourite for its simplicity and impact. It breaks things down into four clear areas: strengths (what your business does best), weaknesses (where you\u2019re falling short), opportunities (external factors you can seize), and threats (external challenges you need to prepare for). It\u2019s flexible enough to use at any business stage, and it gives you a balanced view of where you stand \u2014 internally and externally.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-most-analysis\">MOST Analysis<\/h3>\n\n\n\n<p><a href=\"https:\/\/businessanalystmentor.com\/most-analysis\/\" target=\"_blank\" rel=\"noreferrer noopener\">Mission, Objectives, Strategies, and Tactics (MOST)<\/a> analysis keeps strategy grounded in reality. It starts with your mission (your \u201cwhy\u201d), then sharpens into objectives (the specific targets to reach), strategies (the approaches to get there), and tactics (the concrete steps that make it happen). It\u2019s all about aligning your daily actions with your long-term vision.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-business-process-modeling-bpm\">Business Process Modeling (BPM)<\/h3>\n\n\n\n<p><a href=\"https:\/\/en.wikipedia.org\/wiki\/Business_process_modeling\" target=\"_blank\" rel=\"noreferrer noopener\">Business Process Modeling (BPM)<\/a> turns messy operations into clear, visual workflows. It maps every step, input, and output of a process, making it easier to fix bottlenecks and <a href=\"https:\/\/www.salesforce.com\/ap\/slack\/work-orchestration\/\">improve communication across teams<\/a>. For many, BPM becomes the playbook for how the business runs and evolves.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-pestle-analysis\">PESTLE Analysis<\/h3>\n\n\n\n<p><a href=\"https:\/\/libguides.libraries.wsu.edu\/c.php?g=294263&amp;p=4358409\" target=\"_blank\" rel=\"noreferrer noopener\">Political, Economic, Social, Technological, Legal, and Environmental factors (PESTLE)<\/a> analysis scans the environment around you. Political shifts, economic trends, sociological changes, technological advances, legal regulations, and environmental pressures \u2014 all of these can reshape a business. PESTLE helps you track these forces so you can adapt early, not react late.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-catwoe\">CATWOE<\/h3>\n\n\n\n<p><a href=\"https:\/\/slidemodel.com\/catwoe-analysis-problem-solving-guide\/\" target=\"_blank\" rel=\"noreferrer noopener\">Customers, Actors, Transformation, Worldview, Owners, and Environmental constraints (CATWOE)<\/a> is built for complex problem-solving. It breaks issues into six perspectives: customers (those affected), actors (those doing the work), transformation (how inputs turn into outputs), worldview (the bigger context), owners (decision-makers); and environmental constraints (external limits). The result is a structured way to view tough problems from all angles before making a move.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-the-role-of-a-business-analyst\">What is the role of a business analyst?<\/h2>\n\n\n\n<p>A business analyst is the person who connects what a business needs with how it actually gets done. They talk to stakeholders, look at processes, and turn ideas into clear plans that teams can follow. Their job is to make problems easier to understand and to help projects move forward without confusion.<\/p>\n\n\n\n<p>Being a business analyst means using both people skills and technical know-how. They need to manage different perspectives and solve problems as they arise. At the same time, they work with data and map out workflows in a way that everyone can act on. The best analysts bring these abilities together to keep projects moving smoothly and producing results that matter.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-choose-the-right-business-analysis-tools\">How to choose the right business analysis tools<\/h2>\n\n\n\n<p>The methods are important, but the tools you use every day often decide whether analysis feels effortless or overwhelming. Not every tool will fit your business. Here are a few practical things to weigh before deciding:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Your business goals:<\/strong> A tool should support both where you are today and where you want to go tomorrow. It should handle requirements and documentation without slowing you down.<\/li>\n\n\n\n<li><strong>Ease of use:<\/strong> A clunky interface can kill adoption. Look for tools that are simple to navigate and make data easy to visualise and share.<\/li>\n\n\n\n<li><strong>Value for money:<\/strong> The best tools don\u2019t have to be the most expensive. What matters is whether they deliver a clear <a href=\"https:\/\/www.salesforce.com\/ap\/blog\/what-is-roi\/\">return on investment (ROI)<\/a> and avoid surprise costs later.<\/li>\n\n\n\n<li><strong>Scalability and features:<\/strong> As your analysis gets deeper, you\u2019ll want advanced options like <a href=\"https:\/\/www.salesforce.com\/ap\/analytics\/data-integration\/\">data integration<\/a>, quality control, and strong security baked in.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-types-of-tools-business-analysts-rely-on\">Types of tools business analysts rely on<\/h3>\n\n\n\n<p>Business analysts rarely stick to just one kind of tool. Different stages of analysis call for different approaches, and a solid toolkit usually covers these categories:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>CRM: <\/strong>Tools like <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/pro-suite\/\">Pro Suite<\/a> help link customer insights to business processes. Analysts can track project progress and measure how changes affect performance and outcomes across teams.<\/li>\n\n\n\n<li><strong>Requirement gathering: <\/strong>These tools<strong> <\/strong>help capture stakeholder needs and track changes without losing context. They\u2019re the foundation for keeping development and quality assurance aligned.<\/li>\n\n\n\n<li><strong>Modeling:<\/strong> You can turn raw data into visuals like diagrams and process maps, making it easier for non-technical teams to understand complex systems.<\/li>\n\n\n\n<li><strong>Collaboration: <\/strong>Tools like <a href=\"https:\/\/www.salesforce.com\/ap\/slack\/\">Slack<\/a> keep communication flowing across teams. They make sure decisions are transparent by keeping stakeholders in the loop.<\/li>\n\n\n\n<li><strong>Project management: <\/strong>These tools<strong> <\/strong>aren\u2019t always a business analyst\u2019s core focus, but knowing how to use them can be valuable for tracking dependencies and outcomes across bigger initiatives.<\/li>\n\n\n\n<li><strong>AI analytics: <\/strong>AI-powered tools like <a href=\"https:\/\/www.salesforce.com\/ap\/analytics\/what-is-predictive-analytics\/\">predictive analytics<\/a> and <a href=\"https:\/\/www.salesforce.com\/ap\/artificial-intelligence\/nlp\/\">natural language processing<\/a> can uncover trends, flag potential risks, and even recommend next steps. This way, analysts get more time to focus on interpretation and strategy rather than manual data crunching.<\/li>\n<\/ul>\n\n\n\n<p>When these tools come together, they make business analysis faster and more actionable. That\u2019s why many organisations are now layering in advanced platforms like Tableau to uncover trends, and <a href=\"https:\/\/www.tableau.com\/blog\/how-to-connect-tableau-to-salesforce-data-cloud-deeper-customer-insights\" target=\"_blank\" rel=\"noreferrer noopener\">improve customer experience<\/a>. Verizon, for instance, <a href=\"https:\/\/www.tableau.com\/en-gb\/solutions\/customer\/verizon-reduces-calls-enhances-customer-experience-with-tableau?_ga=2.85036121.1927153277.1757517329-90451283.1740749915&amp;_gl=1*ah6bij*_gcl_au*MzcyNTE5NDg0LjE3NTY5ODg0Mjg.*_ga*OTA0NTEyODMuMTc0MDc0OTkxNQ..*_ga_3VHBZ2DJWP*czE3NTc1OTkxMDckbzQ3JGcxJHQxNzU3NjAwMzEwJGo2MCRsMCRoMA\" target=\"_blank\" rel=\"noreferrer noopener\">used Tableau to reduce call volumes and boost customer satisfaction<\/a>, showing just how powerful the right tools can be in practice.<\/p>\n\n\n\n<div class=\"layout-six wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Ready to go Pro?<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Level up your CRM with the top-rated Pro Suite \u2014 the customer platform that scales with you.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/ap\/small-business\/free-trial\/prosuite\/\">Try it for free<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"1024\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/Pro-suite.webp\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/Pro-suite.webp 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/Pro-suite.webp?w=150&amp;h=150 150w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/Pro-suite.webp?w=300&amp;h=300 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2026\/01\/Pro-suite.webp?w=768&amp;h=768 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\t\t<\/div>\n\t<\/div>\n\n\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-harnessing-business-analysis-for-impactful-growth\">Harnessing business analysis for impactful growth<\/h2>\n\n\n\n<p>Business analysis is a way to turn insight into action. When you understand your processes and make data-driven decisions, growth becomes intentional rather than accidental. Tools like Salesforce and Tableau bring this to life, combining structured business insights with real-time data visualisation so teams can act quickly and confidently. By using business analysis in daily operations, you can anticipate challenges and make informed decisions.<\/p>\n\n\n\n<p>Ready to get started? Begin your journey with a\u00a0<a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/free-trial\/starter-suite-v2\/\" target=\"_blank\" rel=\"noreferrer noopener\">free trial of Starter<\/a>\u00a0today. Looking for more customisation? Explore\u00a0<a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/pro-suite\/\">Pro Suite<\/a>. Already a Salesforce customer? Activate\u00a0<a href=\"https:\/\/www.salesforce.com\/ap\/crm\/foundations\/\">Foundations<\/a>\u00a0to try\u00a0<a href=\"https:\/\/www.salesforce.com\/ap\/platform\/agentforce-platform\/\">Agentforce 360<\/a>\u00a0today.<\/p>\n\n\n\n<p><em>AI supported the writers and editors who created this article.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn strategies and tips for your business analytics.<\/p>\n","protected":false},"author":130,"featured_media":11699,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"sf_justforyou_enable_alt":true,"optimizely_content_id":"68bae9e0a67535ac86074a90AP","post_meta_title":"","ai_synopsis":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"sf_topic":[77,26,214],"sf_content_type":[707],"coauthors":[583,801],"class_list":["post-11700","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_topic-best-practices","sf_topic-small-business","sf_topic-startups","sf_content_type-blog"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>What Is Business Analysis? Everything You Need to Know - Salesforce<\/title>\n<meta name=\"description\" content=\"Discover business analysis and how it helps organisations optimise processes, align strategies, and drive growth.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/ap\/blog\/what-is-business-analysis\/\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What Is Business Analysis? 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