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Business Analysis Report: Template & Examples

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  • 0:02 Analyzing Your Business
  • 1:28 Business Analysis Template
  • 6:54 Lesson Summary
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Lesson Transcript
Instructor: Beth Hendricks

Beth holds a master's degree in integrated marketing communications, and has worked in journalism and marketing throughout her career.

A business analysis report is used by an organization to define a need and develop a solution. In this lesson, you'll learn more about what a business analysis report is and discover a template you can use to create your own.

Analyzing Your Business

Creating a business analysis report puts a need or problem, as well as a solution, down on paper, according to the International Institute of Business Analysis. This report, used to identify the need for change and offer solutions for ways to implement change, can work for for-profit, non-profit and government organizations in need of delivering solutions to its stakeholders.

The process of business analysis helps organizations recognize areas of potential improvement and create a formalized plan for implementing change. That change can come in many forms, including the following:

1. Making operational improvements: Making your processes more efficient

2. Embracing innovation: Creating and developing breakthrough products and ideas

3. Improving adaptation: Enhancing the way you embrace change

Enter Joe. Joe is a customer service manager at a chain of locally-owned pizza restaurants. Lately, customers have been complaining about how much time it takes to receive their delivery, and Joe has noticed sales slipping, especially on the important delivery days of Friday and Saturday. Joe has decided to put together a report analyzing the problem and identifying solutions for his boss, the pizza chain's owner.

Let's take a look at a basic template Joe can use and how he can build his report.

Business Analysis Template & Examples

A business analysis can be prepared after some initial research or investigation of a problem. In Joe's case, this could come after repeat complaints from customers about slow, unsatisfactory delivery service. From there, Joe is ready to create his report using the following as a guide.

1. Overview: The overview functions much like the executive summary of a business plan, providing the findings of the report in an efficient manner that helps stakeholders make decisions that need to be made.

Joe's overview: In this report, we've identified a problem with our pizza delivery, interviewed customers to identify the scope of the problem and made a recommendation for improving delivery service.

2. Introduction: An introductory section explains the various components of the report and the people involved on the business analysis team.

Joe's introduction: This report shows the problems with our pizza delivery system, reports from our customers describing the problem and the recommendation of our business analysis team (Joe and the team of delivery drivers).

3. Background: A background section gives the reader of the report a clear picture of why the report was created and who identified the problem.

Joe's background: Joe identified an issue with customers complaining about the amount of time it was taking to have their pizzas delivered. Numerous complaints have been lodged, and delivery sales numbers have declined.

4. Purpose: This component explains the purpose of your analysis. Here, you can identify further analyses or assessments that might need to be performed to clarify or identify the problem.

Joe's purpose: The purpose of this report is to identify the source of the delivery problems and find solutions to remedy our delivery tactics in order to increase customer satisfaction. To obtain this data, we implemented a customer satisfaction survey by calling previous delivery customers and asking customers to complete a three-question survey on their receipt at the time of delivery.

5. Limitations: Whatever analysis or assessments you identified in the 'Purpose' section, this is the area where you discuss any potential problems or threats to the analysis tools you used.

Joe's limitations: Limitations could include new customers who have never ordered before and are not familiar with any issues, or delivery drivers who fail to ask customers to complete the survey.

6. Questions: What answers are you seeking in your analysis? Identify the questions that your analysis will address here.

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