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BA-201 · Question #85

The VP of customer success at Northern Trail Outfitters wants to implement a new client onboarding process leveraging custom objects and a custom Console Lightning App. Which approach should a busines

The correct answer is B. Schedule a meeting with stakeholders and create a journey map.. The approach that the business analyst should take to begin this process is to schedule a meeting with stakeholders and create a journey map. A journey map is a tool that creates a visual representation of the steps or stages that a user goes through when interacting with a syste

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Question

The VP of customer success at Northern Trail Outfitters wants to implement a new client onboarding process leveraging custom objects and a custom Console Lightning App. Which approach should a business analyst take to begin this process?

Options

  • APartner with Salesforce account executives to complete discovery.
  • BSchedule a meeting with stakeholders and create a journey map.
  • CDevelop the project plan and finalize the release date.

How the community answered

(47 responses)
  • A
    2% (1)
  • B
    94% (44)
  • C
    4% (2)

Explanation

The approach that the business analyst should take to begin this process is to schedule a meeting with stakeholders and create a journey map. A journey map is a tool that creates a visual representation of the steps or stages that a user goes through when interacting with a system or solution. A journey map helps to understand and document the user's experience, needs, goals, pain points, emotions, and touchpoints across their entire lifecycle. A journey map also helps to identify any gaps or opportunities for improvement or innovation in the user journey. The business analyst should schedule a meeting with stakeholders and create a journey map by asking questions, collecting feedback, drawing diagrams, and validating information. Scheduling a meeting with stakeholders and creating a journey map helps to begin this process by engaging and involving them in defining and designing the new client onboarding process. https://trailhead.salesforce.com/content/learn/modules/salesforce-business-analyst-certification- prep/customer-discovery

Topics

#Stakeholder engagement#Journey mapping#Project initiation#Requirements gathering

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