How do you stay organized as a BA?

Hi all, I am in a bit of a dilemma here. I recently started a Senior BA position at a major bank and I'm going crazy with information overload, I will be supporting salesforce implementations across different tracks each with their own set of requirements, business rules, etc and I'm struggling to organize all of it. My team works in an Agile environment, so we use Jira for user stories, a lot of 365 apps since we're under MS umbrella and I personally found myself using OneNote a lot lately, to try and get some organization going. In my previous team, as a BA there was virtually no organization so everything was scattered all over the place between sharepoint documents, confluence, jira etc.

I want to know how all of you stay sane amidst the bombardment of information that comes your way when starting a project, how do you document, organize, etc. In this role, I'm expected to do data flow diagrams, requirements management, stakeholder collaboration (joint with PO), etc.

I appreciate any advise as well on Senior BAs already on the role, this would be my first ever senior role and I don't want to screw it up

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u/bryanmgz — 10 days ago

Any Salesforce BAs here in Digital Banking?

I am starting a new senior role for a local bank that uses Salesforce for most of their account origination flows. I am entirely new to Salesforce, but I imagine they use the Financial Services Cloud to manage all of this, including experience sites and all. I want to get up to speed with the CRM software, what website is recommended to do just that? i have been watching a couple of videos to get acquainted with it. I will be working with API integrations, origination workflows, data integration, etc.

Any feedback, advice, is well appreciated.

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u/bryanmgz — 2 months ago

Pregunta sobre carro

Corillo, probablemente debì haber preguntado antes de postear en fb marketplace, pero puse un carro viejo para piezas por el marketplace y ya tengo varios mensajes y yo no sé ni por donde empezar. Cómo me aseguro que lo venda y no me meto en problemas luego con cosas de titulo? Yo no sé nada de esto y busqué posts viejos pero no sé si ese proceso está al día. Les agradezco info

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u/bryanmgz — 2 months ago

I need some guidance as a longtime BA

I have been a BA for a bank's digital banking product team for little over 4 years now. For each year I have had very good performance reviews and the most recent one especifically noted that I would be supported to transition into a potential Product Owner role. However, none of that has materialized, the team has undergone some drastic changes and it seems the promise of a PO role is nowhere in sight. Fast forward today, I saw a promising Senior BA internal posting and I pulled the trigger and applied, having completed the first screening call, although I have been a BA since 2019, and I have wanted to become a Product Owner recently, I need a career boost, and it may not happen in my current team sadly. I am at odds on what to do, for one part I like my current team and the work we do, but it seems my efforts are no longer appreciated and I am asked to take more and even kind of baby sit the current PO, to my detriment, stress and more. On the other side, I think this new opportunity gives me a new way to grow in our division, but sadly not in the same team. I still haven't broke out the news because it's so early in the process and there is still the possibility I am not chosen, although is highly likely I am as the team was impressed with my resume, as per the HR officer.

So, I am torn, if I move forward in this process, I have to notify my manager, whom I also happen to have a very good and transparent relationship, but at the same time I would have preferred to stay and grow within product. What I don't want to do is force myself in to a role that in the end does not turn out how I want it, because it's a new team, a new system, but the core of it still banking and digital, which I like.

Any feedback is appreciated, from POs in the job, or BA that have been (or are) in this situation, how you navigate through it?

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u/bryanmgz — 3 months ago