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business-analysis skill

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This skill analyzes requirements and translates constraints into actionable PRDs, BRDs, and technical specs to guide agile projects.

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SKILL.md
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---
name: business-analysis
description: Use for deep requirements analysis, technical specifications, agile documentation, or architecture/design reviews.
---

# Business Analysis Standards

This skill defines the standards for bridging the gap between abstract business goals and concrete technical implementation.

## 🧠 Core Mindset & Philosophy

> [!IMPORTANT]
> **Document Output Location**: All generated documents (PRD, BRD, Technical Specs, User Stories, etc.) **MUST** be saved to the `docs/` folder in the project root. Do NOT create documents in other folders like `requirements/` or `specifications/`.

1.  **Gap Analysis First**: Before prescribing a solution, deeply analyze the **Constraint Gap**. Ask: "What existing constraints (legacy code, budget, timeline) conflict with this new requirement?"
2.  **Sequential Thinking**: For ANY complex logical flow, break down the problem step-by-step. Do not guess; derive.
3.  **Visuals First**: Text is ambiguous. Code is implementation details. **Diagrams are truth.**
    - Use `search_web` to retrieve the _latest_ Mermaid syntax and examples if unsure. Do not rely on internal training data.
4.  **Obsidian Native**: Documentation should be **Graph-Ready**.
    - Use `[[Wiki-links]]` for internal references.
    - Create **MOCs (Maps of Content)** for major topics.
    - Use YAML frontmatter for tags and aliases.
5.  **Agile Orthodoxy**: We speak in **User Stories** (INVEST criteria). We define **Acceptance Criteria** (Gherkin).
6.  **Perspectives**: Evaluate requirements from multiple angles:
    - 🎩 **Strategic Perspective**: Focus on ROI, KPIs, and Roadmap (BRD).
    - 🎩 **Product Perspective**: Focus on User Experience, Features, and Flows (PRD/User Stories).
    - 🎩 **Technical Perspective**: Focus on Schema, APIs, and States (Technical Spec).

## 🚀 Workflows

### 1. The "Complete Overhaul" Workflow (Default)

When a user asks for a new feature or system:

1.  **Phase 1: Market & Domain Research**
    - Use `search_web` to validate assumptions.
    - _Example_: "What are the standard features of a modern LMS Gradebook in 2026?"
    - _Example_: "Competitor analysis for [Product X]".
2.  **Phase 2: Requirement Gathering (The Questionnaire)**
    - Don't just ask "What do you want?". Ask specific constraints.
    - Use the `requirements_questionnaire.md` pattern if the scope is large.
3.  **Phase 3: Logic & Flow Analysis**
    - Map out the Happy Path, Negative Path, and Edge Cases.
4.  **Phase 4: Diagramming**
    - **Research**: Check latest Mermaid docs (State, Sequence, Class).
    - **Generate**: Create Mermaid diagrams to visualize the flow.
    - **Verify**: Run `scripts/verify_mermaid.py` (if available) or review syntax carefully.
5.  **Phase 5: Documentation**
    - Generate the appropriate artifacts (PRD, Technical Spec, User Stories) using `references/templates/`.
    - **Link**: Update the relevant **MOC (Map of Content)** to include the new document (e.g., `docs/030-Specs/Specs-MOC.md`).

### 2. Cross-Skill Collaboration

Act as the conductor. Coordinate specialized skills when needed.

- **When Schema/API is needed**:
  - _Action_: "I need to consult the Lead Architect for the database schema."
  - _Simulation_: "As acting Lead Architect, I propose the following schema..."
- **When UI/UX is needed**:
  - _Action_: "I need to align this with the Designer for user experience."
  - _Simulation_: "From a UX perspective, we need a loading state here..."

## 📚 Reference Library

### Templates

| Template              | Path                               | Purpose                                                                                                        |
| --------------------- | ---------------------------------- | -------------------------------------------------------------------------------------------------------------- |
| PRD (Functional)      | `templates/prd-functional.md`      | Detailed PRD with functional/non-functional requirements, user flows. Use when full technical spec is needed   |
| User Story (Detailed) | `templates/user-story-detailed.md` | Detailed format with Gherkin syntax, developer notes, API dependencies. Use for handoff to dev team            |
| BRD                   | `templates/brd.md`                 | Business Requirements Document - stakeholder analysis, ROI, KPIs. Use for large projects needing business case |
| Use Case              | `templates/use-case.md`            | Use Case Specification - actor flows, alternative paths, exceptions. Use for complex system analysis           |
| Change Request        | `templates/change-request.md`      | Change Request - impact analysis, effort estimate, approval workflow. Use when scope change is requested       |

### Domain Knowledge

| Domain          | Path                                    | Focus                              |
| --------------- | --------------------------------------- | ---------------------------------- |
| SaaS            | `references/domains/saas.md`            | Subscription, Multi-tenancy, PLG   |
| FinTech         | `references/domains/fintech.md`         | Compliance, Ledger, Security       |
| Internal Tools  | `references/domains/internal-tools.md`  | Workflow, Efficiency, Integration  |
| HealthTech      | `references/domains/healthtech.md`      | HIPAA, Patient Outcomes            |
| E-Commerce      | `references/domains/ecommerce.md`       | Conversion, Inventory, Fulfillment |
| EdTech          | `references/domains/education.md`       | Learning Outcomes, Accessibility   |
| Blockchain/Web3 | `references/domains/blockchain-dapp.md` | Smart Contracts, Wallets           |
| F&B             | `references/domains/fnb.md`             | POS, Orders, Inventory             |
| AI/ML Products  | `references/domains/ai-agent.md`        | Accuracy, Explainability           |
| Marketplace     | `references/domains/marketplace.md`     | Liquidity, Trust, Disputes         |

### Best Practices

- [Diagramming Guide](references/best-practices/diagrams.md) - **Read before drawing**
- [Gap Analysis Checklist](references/best-practices/gap-analysis.md)

## 🛠️ Tools & Scripts

- `scripts/verify_mermaid.py`: Validates syntax of generated diagram code.

---

## Example: Education Domain (LMS)

If asked for a "Student Gradebook":

1.  **Research**: Search for "standard grading scales GPA vs Percentage".
2.  **Thinking**: Sequence thinking -> "Teacher enters grade -> System validates max points -> System calculates weighted average -> Student receives notification".
3.  **Diagram**: Sequence diagram showing `Teacher` -> `UI` -> `GradeService` -> `Database`.
4.  **Spec**: Define `grades` table (student_id, assignment_id, score, weight).

---

Overview

This skill provides a standards-driven approach to translating business goals into concrete technical deliverables for product and engineering teams. It enforces gap-first analysis, diagram-first visualization, and Obsidian-friendly documentation practices. The outputs target PRDs, BRDs, technical specs, user stories, and handoff artifacts saved to the docs/ folder.

How this skill works

The skill performs structured discovery: market/domain research, constraint-driven requirement gathering, logical flow analysis, diagram generation (Mermaid), and artifact production using templates. It inspects constraints (legacy code, budget, timeline), maps happy/negative/edge paths, and produces user stories with Gherkin acceptance criteria and technical specs for implementation. All documents are authored to be graph-ready with wiki-links, YAML frontmatter, and MOCs.

When to use it

  • Creating a new feature or system (Complete Overhaul workflow).
  • Preparing PRD/BRD or a detailed technical specification for engineering handoff.
  • Performing requirement gap analysis where legacy constraints or timelines matter.
  • Generating user stories and acceptance criteria for agile sprints.
  • Designing diagrams (sequence/state/class) to remove ambiguity before implementation.

Best practices

  • Always run a constraint gap analysis before prescribing solutions.
  • Prefer diagrams to long prose; validate Mermaid syntax via the web and scripts/verify_mermaid.py.
  • Save every generated document under docs/ in the project root and link it from a Map of Content (MOC).
  • Write user stories using INVEST and acceptance criteria in Gherkin for clear handoff.
  • Use [[Wiki-links]] and YAML frontmatter so documentation is graph-ready and easily discoverable.

Example use cases

  • Build a PRD and technical spec for a multi-tenant SaaS feature with migration constraints.
  • Analyze and document legacy system integration risks and produce a mitigation plan.
  • Generate detailed user stories and Gherkin tests for a new LMS gradebook workflow.
  • Produce architecture diagrams and API contract proposals for a fintech compliance feature.
  • Create a BRD that ties strategic KPIs to roadmap prioritization for stakeholder review.

FAQ

Where should I save generated documents?

Always save generated PRDs, specs, user stories, and related artifacts in the docs/ folder at the project root.

How do I handle diagrams?

Research current Mermaid syntax, generate diagrams for happy/negative/edge flows, and validate syntax with scripts/verify_mermaid.py or online references.