50 Business Analyst Practice Questions: Question Bank 2025

During discovery for a new Case intake process, stakeholders give conflicting descriptions of what “urgent” means. What should the Business Analyst do FIRST?

A BA is preparing to interview frontline Sales reps about pain points in opportunity management. Which preparation is the BEST practice to ensure productive interviews?

In a workshop, a stakeholder frequently dominates the conversation and dismisses other perspectives. What should the BA do to improve collaboration?

A team is documenting the current (as-is) Lead-to-Opportunity process. What is the primary purpose of an as-is process map?

A product owner asks the BA to write user stories for a new onboarding experience. The BA receives a requirement: “Make onboarding faster.” What is the BEST next step?

After several interviews, the BA has a list of stakeholder needs that appear inconsistent. What technique is MOST appropriate to reconcile and validate understanding before solutioning?

A cross-functional team is debating who is Responsible versus Accountable for approving changes to the sales stages. Which artifact should the BA recommend?

While mapping a Quote-to-Cash process, the BA notices that multiple teams use different names for the same step and different criteria for “approved.” What should the BA produce to reduce ambiguity and support consistent implementation?

A user story reads: “As a service agent, I want better search so that I can find records quickly.” The acceptance criteria are: “Search must be improved.” What is the main issue, and what is the BEST correction?

A BA is asked to design the to-be process for routing inbound requests. Legal requires an audit trail of who changed routing rules and when. Which approach is BEST from a BA perspective to ensure the requirement is captured and verifiable?

During discovery for a new Case intake experience, stakeholders repeatedly describe solutions (e.g., “add a new screen and auto-fill fields”) instead of the underlying problem. What should the Business Analyst do NEXT?

A BA is facilitating a workshop with Sales, Service, and Compliance. Sales dominates the conversation and Compliance concerns are not being heard. What is the BEST facilitation technique to ensure balanced input?

A BA is mapping a “Lead to Opportunity” process. Stakeholders keep mixing system steps (clicks) with business steps (decisions and handoffs). What is the BEST approach to produce a clear process map?

A product owner asks for a requirement: “Improve agent efficiency.” The BA needs to convert this into a well-formed user story. Which option is the BEST user story format?

In a backlog refinement session, the team disagrees on what “Done” means for a story involving changes to an approval process. What should the BA recommend to reduce ambiguity?

A BA is eliciting requirements for a cross-functional “Order to Cash” process. Several steps happen outside Salesforce in an ERP system. What should the BA do to ensure the Salesforce solution fits the end-to-end process?

A stakeholder requests a new custom object to track “Client Visits.” During discovery, the BA learns visits are already captured as Activities, but reporting is difficult due to inconsistent data entry. What is the BEST recommendation?

Two stakeholders provide conflicting requirements for how Leads should be assigned. Sales wants speed; Operations wants fairness and workload balancing. What should the BA do to drive alignment?

A BA writes acceptance criteria: “System should be user-friendly and fast.” The team says it is not testable. What is the BEST revision approach?

A project is struggling because different teams use different definitions for “Active Customer,” causing inconsistent reports across Sales and Service. What is the BEST action for the BA to address this at the architecture/process level?

During discovery, a sponsor insists the new Salesforce solution must be built "exactly like our legacy system." What is the business analyst’s BEST next step?

A stakeholder says, "We need a dashboard." What is the MOST appropriate clarifying question for a business analyst to ask first?

A BA facilitated a workshop and captured many ideas. Several attendees later claim the notes do not reflect their input. What is the BEST practice to prevent this situation in future sessions?

Two departments disagree on the "Lead Status" values to use in Salesforce. Both claim their process is the standard. What should the BA do FIRST to resolve the conflict?

A BA is mapping a current-state process for case intake. Stakeholders describe many exceptions and "it depends" paths. What technique is MOST appropriate to capture this complexity while keeping the map readable?

A product owner asks the BA to write user stories for a new self-service feature. Which user story format is MOST appropriate to ensure clarity on user value?

A team’s acceptance criteria for a story reads: "Works as expected" and "User-friendly UI." What is the BEST improvement a BA should make?

Stakeholders request automation for approvals but cannot agree on who should approve in several edge cases. The project timeline is tight. What should the BA recommend to reduce delivery risk while still moving forward?

A BA is asked to recommend how to capture requirements for integrating Salesforce with an external order system. Which set of requirements is MOST critical for early alignment with stakeholders and architects?

After several sprints, users report that delivered features "meet the stories" but don’t improve the business KPI that justified the project. What is the MOST likely gap in the BA’s approach?

During discovery for a new Case intake experience, a stakeholder says, "We just need it to be faster." What is the Business Analyst's best next step?

A Product Owner is frequently unavailable, and requirements decisions are stalling. What should the Business Analyst do first to reduce risk and maintain progress?

A team is mapping an end-to-end lead-to-cash process and needs to quickly identify where handoffs occur between Sales and Finance. Which technique best supports this goal?

A user story reads: "As a service agent, I want to update cases." Why is this story considered low quality?

After a discovery workshop, stakeholders disagree on whether the priority should be improving agent productivity or improving customer self-service. What should the Business Analyst do to help the group align?

A BA receives a complaint that "cases disappear" from a queue. Initial review shows cases are being auto-closed when a specific field is updated. What is the most appropriate BA action to troubleshoot and prevent recurrence?

A story requires that a discount approval only occurs when the discount exceeds a threshold and the opportunity is in a specific stage. Which acceptance criteria format best ensures this rule is testable and unambiguous?

Stakeholders request a dashboard to track "customer health." During discovery, the term means different things to Sales, Support, and Success. What is the best BA approach to define the requirement?

A cross-functional process map shows multiple re-entries and loops between steps, but stakeholders insist the process is "fine." The BA suspects hidden rework and delays. What should the BA do next to validate and quantify the impact?

A team is building a new intake form. Mid-sprint, a stakeholder requests additional fields that are not in the current scope, claiming the feature is "mandatory for compliance." What is the best BA response to protect delivery while addressing the concern?

During Customer Discovery, a sponsor insists the project goal is "improve customer experience." As the business analyst, what is the BEST next step to make this goal actionable?

A product owner says, "Just build what we had in our old system" and provides a long list of fields to replicate. What should the business analyst do FIRST to reduce the risk of rebuilding outdated processes?

A stakeholder group frequently rejects requirements late in the project, claiming they "didn't realize" what was being built. Which collaboration practice is MOST effective to prevent this?

A project has stakeholders from Sales, Service, and Compliance. Sales wants speed, Compliance wants strict controls, and Service wants fewer clicks. What is the BEST approach for the business analyst to drive alignment?

When mapping a process for a new case intake flow, stakeholders disagree about what "done" means for the step "Validate customer." What should the business analyst capture to remove ambiguity?

A team created a current-state process map and immediately started designing a future-state map. Later, they discovered they missed key variations between regions. What should the business analyst do to prevent this in future workshops?

A user story reads: "As a sales rep, I want a better page layout so I can work faster." Which acceptance criteria is MOST appropriate?

A business analyst is asked to write user stories for a new intake process. Stakeholders keep providing solutions (e.g., "add a button"). What is the BEST technique to refocus on user needs?

In a refinement session, the team says a story is too large: "As a service agent, I want to resolve cases." What is the BEST way to split it into smaller, deliverable stories?

A stakeholder requests: "The system must prevent duplicate accounts." After analysis, you learn duplicates occur due to inconsistent data entry and unclear ownership. What is the BEST requirement outcome for the business analyst to document?