Matthew Morris highlighting the 4 Lists:
🍩Actors (Licenses)
🍩Systems (Status)
🍩Salesforce Objects (Row count & owner)
🍩System-System Integrations
Reading a case study scenario for anyone on their #JourneyToCTA and sketching diagrams as you go through the text will mean you can quickly connect the dots and understand the situation without having to re-read the source documentation.
Also great tip when trying to capture info during a live workshop.
Key tips – use client’s words, e.g. “Deal” instead of “Opportunity”, and then you can review it later
Loving this on our Virtual Business Analyst meetup with co-host Vanessa Grant
