10 · Traceability & Solution Evaluation

POSTER 10

Section 3 · Business Analysis — Domains 5 & 6

Traceability, Monitoring & Solution Evaluation

The back end that closes the value loop: keep every requirement linked from origin to test and under change control (traceability & monitoring), then confirm the deployed solution actually delivers the intended value (solution evaluation). No trace, no proof; no evaluation, no learning.

Visual Map — The Requirements Traceability Matrix (RTM)

Business need / objective	Stakeholder req.	Solution req.	Design / build	Test case	Status
Cut line defects 50%	Operator alert on fault	FR-12 fault alarm <2s	PLC module M4	TC-12	Verified
Cut line defects 50%	Trace each reject	FR-15 log reject + cause	MES report R7	TC-15	Implemented

Forward tracing = need → requirement → build → test (coverage). Backward tracing = test/feature → originating need (no orphans, no gold-plating). The RTM is the backbone for impact analysis & scope control.

Traceability & Monitoring

Trace each requirement both ways; maintain coverage.
Baseline approved requirements; control change via impact analysis.
Track requirement states: proposed → approved → implemented → verified.
Approve changes through the right authority before work proceeds.

Solution Evaluation

Define evaluation criteria & KPIs (from the future-state measures).
Collect actuals; compare actual vs expected value.
Identify limitations / solution & enterprise gaps.
Recommend: release · iterate · replace · retire.

Exam Concepts

Traceability enables impact analysis & guards against scope creep.
Evaluation can continue after go-live.
Tie results back to the business case & benefits.
A baseline is an approved version; changes are controlled.

Executive View

Proof the investment paid off — value, not just delivery.
Objective basis to continue, scale or kill.
Traceability protects scope & supports audit / assurance.

Industry Example

Manufacturing

Post go-live on the automated cell: measure OEE, scrap %, throughput vs the business case. Defects fell 42% (target 50%) → recommend tuning, then evaluate scaling to a second line.

Relationships

RTM underpins integrated change control with the PM.
Evaluation feeds benefits realisation (programs, Poster 16) & value (Poster 4).
Findings inform portfolio continue/kill decisions (Poster 18).

Memory Hooks

"Trace it · prove it · value it."
RTM = the spine linking need → test. No trace, no proof.
Evaluation answer = release · iterate · replace · retire.

60-sec Review Forward vs backward tracing Sketch an RTM row 4 requirement states Evaluation: actual vs expected 4 evaluation outcomes

PMI Visual Wall · Poster 10 · Business Analysis — Traceability & Solution Evaluation · original instructional design · A3 landscape