From Emails to Action: The Art of Transformation for Business Analysts

Kirsty Halkett

Explore how Business Analysts can take information like emails, meeting notes, or documents and transform them into clear, actionable user stories.

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Translating business requirements into actionable user stories is a Business Analyst’s (BA’s) most important task. These requirements might be buried within various sources such as emails, meeting notes or documentation and it is up to the BA to extract key information and translate it into actionable user stories for them to be valuable in the development process. In this article, we’ll explore how BAs can effectively turn these sources into clear, concise user stories that guide the development team towards successful project completion 

How to translate requirements

  • Step 1: Organise the Content 

The first step is to gather and systematically organise all the information available. Create a timeline of the information gathered, then categorise into requirements, constraints, dependencies and assumptions. This structured approach ensures all relevant elements are considered and prevents details from being overlooked. 

Requirements: Represent what the system or product must do in response to what the user needs. These may be documented in different ways and may be formally requested via email, through product feedback systems or casually mentioned in meeting notes.  

Constraints: The boundaries or limitations that must be adhered to and can be technical, budget, security, legal or user expectations. 

Dependencies: Refer to elements outside of the scope of the user story and might be other teams, external systems and third-party services. The user story may require a dependency to be completed before work can begin and this will assist with prioritisation. 

Assumptions: Technical or business assumptions that have not been verified but will affect implementation of the user story. 

  •  Step 2: Extract Key Elements 

Now we have our information organised we can begin to extract the important document and collate that together. BAs may use a centralised spreadsheet to collate this information, which will be used to document the information in more detail in the next step. 

A simple table may look like this  

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  •  Step 3: Write the User Stories 

After extracting the key requirements, it’s time to craft the user stories. The most common structure ensures we keep the users' needs in focus and are structured like: 

As a [type of user], I want [an action or feature] so that [I can achieve a goal or benefit]. 

Example 

As a returning customer, I want to view my past order history so that I can easily track my previous purchases. 

Acceptance criteria will also need to be created and are critical in defining the conditions that must be met for the story to be considered as “done”. A common way to define the acceptance criteria is the Given-When-Then format. It specifies how the system should behave in various positive and negative scenarios.  

Given: The initial context or situation. 
When: The event or action taken. 
Then: The expected outcome or result. 

Example 

Given: The user is logged into their account. 
When: The user selects “Order History” from the account menu. 
Then: The system displays the user’s order history for the past 12 months. 
  •  Step 4: Validate and Refine 

Once the user stories have been written, the final step is to validate the user story with the relevant stakeholders to ensure that the requirements have been identified correctly and that the information is complete. This ensures everyone can provide additional input and clarify any ambiguities before work beings.  

Example questions: 

  • Does the story capture all user needs, or is there additional functionality required? 
  • Are there any ambiguous terms in the user story or acceptance criteria that need clarification? 
  • Do the acceptance criteria cover all scenarios, including potential errors or exceptions? 

 Conclusion  

Business Analysts play a critical role in translating raw information into actionable, clear user stories that guide the development team. By carefully extracting requirements, constraints, dependencies, and assumptions, BAs can ensure that user stories are well-defined and valuable. These steps not only improve communication within teams but also reduce rework and deliver real value to end-users.