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BA and Client Communication

The document outlines various projects across different industries, including e-commerce, fintech, edtech, real estate, healthcare, manufacturing, and event management. Each project includes objectives, sample conversations between a fresher Business Analyst (BA) and clients, relevant questions for clarification, and suggested actions for the BA to take. The document serves as a guide for fresher BAs to effectively communicate with clients and document requirements.

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durgeshkuwar22
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© © All Rights Reserved
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0% found this document useful (0 votes)
9 views33 pages

BA and Client Communication

The document outlines various projects across different industries, including e-commerce, fintech, edtech, real estate, healthcare, manufacturing, and event management. Each project includes objectives, sample conversations between a fresher Business Analyst (BA) and clients, relevant questions for clarification, and suggested actions for the BA to take. The document serves as a guide for fresher BAs to effectively communicate with clients and document requirements.

Uploaded by

durgeshkuwar22
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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🔶 Project 1: E-Commerce App (Retail Fashion Brand)

🎯 Objective
Create a mobile + web e-commerce platform with product listings, filters, cart, payment gateway,
user profiles, and delivery tracking.
🧠 BA-Client Conversation Sample
BA:
“Who are your primary customers—young adults, working professionals, or families?”
Client:
“Mainly women aged 18–35 looking for affordable fashion.”
BA:
“Would you like guest checkout or only registered users?”
Client:
“We want both options.”
BA:
“Do you want real-time stock tracking?”
Client:
“Yes, linked with our warehouse system.”

🔍 BA Questions
Area Questions
Product Catalog “How do you want products organized—by gender, type, or season?”
Filters “Should users filter by price range, size, color, or brand?”
Payments “Which gateways do you prefer—Stripe, Razorpay, COD?”
Discounts “Should promo codes be generated manually or automatically?”
Delivery “Do you integrate with shipping partners like Shiprocket or Delhivery?”

📋 What BA Specifies
• Product variant matrix (Size × Color × Stock)
• Return/refund flow
• Inventory sync frequency
• Mobile responsiveness
• Basic reporting dashboard for admins
🔶 Project 2: Fintech Lending Platform
🎯 Objective
Loan application portal for users to apply for personal/business loans, upload KYC, and track
status.
🧠 BA-Client Conversation Sample
BA:
“What types of loans are you offering?”
Client:
“Personal, business, and education loans.”
BA:
“Is KYC mandatory before showing eligibility?”
Client:
“No, users should see initial eligibility without KYC.”
BA:
“What is the backend approval process like?”
Client:
“We have a credit team that manually reviews applications.”

🔍 BA Questions
Area Questions
Loan Types “Each loan type has unique eligibility criteria?”
User Flow “Do users get OTP verified during signup?”
KYC “Which documents are needed—PAN, Aadhaar, bank statement?”
Admin Flow “Do you need an internal dashboard for managing applications?”
Compliance “Any RBI or local regulations we must follow?”

📋 What BA Specifies
• User flow diagram (Apply → Upload Docs → Review → Disbursal)
• API integration scope with credit bureaus
• SMS/Email status updates
• SLA timelines for each stage
• Audit trail needs

🔶 Project 3: EdTech Learning Platform


🎯 Objective
A platform for online courses, video streaming, quizzes, certificates, and payment system.
🧠 BA-Client Conversation Sample
BA:
“Do you want live classes or recorded videos?”
Client:
“Recorded for now, maybe live later.”
BA:
“Should users be able to download videos?”
Client:
“No. Streaming only, for piracy control.”
BA:
“What kind of assessments do you need?”
Client:
“Quizzes with auto-grading after each module.”

🔍 BA Questions
Area Questions
Course Types “Do all users see all courses or after registration only?”
User Access “Should content unlock sequentially or all at once?”
Certificates “Do you want downloadable PDFs?”
Admin Panel “Do you want instructors to upload content or only internal team?”
Progress Tracking “Track by time watched or quiz performance?”

📋 What BA Specifies
• LMS backend architecture
• Role-based access (students, instructors, admins)
• SCORM or custom video format support
• Mobile app support
• Payment plans (one-time, subscription)
🔶 Project 4: Real Estate Listing Portal
🎯 Objective
Web platform for listing/buying/selling/renting properties with search filters and contact options.
🧠 BA-Client Conversation Sample
BA:
“Will users post properties directly or will admins moderate all listings?”
Client:
“We want to review every post before it goes live.”
BA:
“Should users be able to contact property owners via chat or call?”
Client:
“Just call and inquiry form, no chat.”

🔍 BA Questions
Area Questions
Listing Fields “What details should be mandatory—area, price, location, photos?”
Search Filters “Do you want map-based search?”
Roles “Buyers, sellers, and brokers? Any others?”
Verification “Do you want document upload for property proof?”
Monetization “Are listings free or paid/premium?”

📋 What BA Specifies
• Review and approval flow for listings
• Filter logic (City, Type, Budget, BHK, etc.)
• Listing expiry auto-removal
• Featured/premium ad placement
• Property comparison module

🔶 Project 5: Healthcare Appointment Booking App


🎯 Objective
Allow patients to book doctor appointments, get reminders, check prescriptions.
🧠 BA-Client Conversation Sample
BA:
“Will doctors manage their own availability?”
Client:
“No, our staff will update it.”
BA:
“What’s the max number of bookings per time slot?”
Client:
“Only 1 per slot, per doctor.”

🔍 BA Questions
Area Questions
Specialties “Search by doctor name or specialty?”
Booking Rules “Allow same-day bookings?”
Notifications “SMS/Email/Push reminders for users?”
Cancellation “Should users be able to cancel or reschedule?”
Prescriptions “Should doctors upload them digitally?”

📋 What BA Specifies
• Doctor listing and profile module
• OTP-based user login
• Admin panel for staff to manage bookings
• Reminder configuration
• Integration with calendar APIs (Google/Apple)

✅ Next Steps You Can Take


Would you like:
• BRD templates for each domain?
• User stories for 1–2 of these projects?
• Diagrams (user flows, architecture, etc.)?
• Mock emails for client meeting follow-ups?
Let me know which direction you'd like to go deeper in.
You said:
give same as above but only consider in that ba is fresher so how he can give reply to client tell
me as given above
ChatGPT said:

Perfect. Let's now simulate realistic BA-client conversations where the Business Analyst is a
fresher—possibly in their first few months, maybe shadowing a senior BA or handling early-
stage discovery independently under supervision.
These include:
• Project details
• BA (fresher) questions
• Client answers
• How a fresher BA should respond (polite, clear, asks for clarification if needed)
• What the fresher BA should document or say they will follow up on
We'll assume the fresher has done some prep, but is still learning best practices, industry terms,
and is cautious not to over-promise.

🔶 Project 1: E-Commerce Platform for Footwear Brand


🎯 Objective
Create a website for selling branded footwear online. Includes product display, cart, payment,
order tracking.

🧠 Conversation Sample (Fresher BA)


BA (Fresher):
“Thank you for meeting with me. I’m here to understand what kind of solution would work best
for your online sales goals.”
Client:
“We want to allow users to buy shoes online with easy filtering and smooth checkout.”
BA (Fresher):
“Got it. Just to clarify—would users need to register first, or can they also buy as guests?”
Client:
“We want both options.”
BA (Fresher):
“Okay, thank you. And for filtering products, would you like filters like size, color, and price
range?”
Client:
“Yes. Also by category—Men, Women, Kids.”

❓ Fresher BA Questions (Polite and Open-ended)


Area Fresher BA Asks
Products “Could you share how your product inventory is managed today?”
Checkout “Are there any preferred payment options or providers?”
Delivery “Do you work with courier partners we need to integrate?”
Offers “Do you plan to have promotional coupons or seasonal discounts?”
Admin Use “Who from your team will manage orders and stock on the admin side?”

✅ Fresher BA Response/Actions
“Thanks for clarifying. I’ll prepare a list of modules and a basic flow to confirm if we’re
aligned. I’ll also check with my tech team on the payment gateway integration feasibility.”
📄 Will deliver:
• Product flow notes
• Feature checklist
• Sample e-commerce flow diagram
• Questions requiring tech validation
🔶 Project 2: Fintech Loan Pre-Eligibility Checker
🎯 Objective
Build a tool for users to check loan eligibility before applying (basic inputs only, no KYC).

🧠 Conversation Sample (Fresher BA)


BA (Fresher):
“Could you walk me through the steps a user takes to check their eligibility?”
Client:
“They fill in age, income, employment type, and get a result instantly.”
BA (Fresher):
“Okay, and is that calculation logic something you’ll provide, or should we create it with your
input?”
Client:
“We’ll provide the rules.”
BA (Fresher):
“Thanks! And do we show eligibility immediately on-screen or send an email as well?”
Client:
“Just on the screen, for now.”

❓ Fresher BA Questions
Area Question
Inputs “Do you require any document uploads or just text input?”
Result “Should the result show loan amount, tenure, and interest?”
Reuse “Will users be allowed to check multiple times?”
Tracking “Would you like us to store this data for analytics?”

✅ Fresher BA Response/Actions
“That helps a lot, thank you. I’ll draft a flowchart and input/output mapping for this tool and
review it with my team to ensure the logic works as expected.”
📄 Will deliver:
• Form field document
• Rule mapping table
• Eligibility output mock

🔶 Project 3: Learning Management System (LMS) for


Internal Training
🎯 Objective
Company wants an internal platform for employee training with videos, tracking, and
certificates.

🧠 Conversation Sample (Fresher BA)


BA (Fresher):
“So you’d like your employees to log in and access specific training content?”
Client:
“Yes, by department. HR sees HR modules, Finance sees finance.”
BA (Fresher):
“Understood. Would you like the platform to show training progress or completion percentage?”
Client:
“Yes, and alert us if someone is inactive.”
BA (Fresher):
“Great. Regarding certificates, should they be auto-generated or uploaded manually?”
Client:
“Auto-generated is better.”

❓ Fresher BA Questions
Area Question
“Will user logins be created by your admin team or should we sync with HR
Access software?”
Video Format “Will the videos be uploaded by your team or do we link to YouTube/private
sources?”
Reports “Do you need Excel/PDF downloads of user activity?”
Feedback “Would you like users to rate training content?”

✅ Fresher BA Response/Actions
“I’ll create a draft layout of the roles and features and get it verified by the team for technical
feasibility. If needed, I’ll schedule a short follow-up to confirm anything that’s unclear.”
📄 Will deliver:
• Role-access matrix
• LMS feature list
• Feedback flow
🔶 Project 4: NGO Website for Volunteer Management
🎯 Objective
NGO wants a website to manage volunteer registration, events, and donation collection.

🧠 Conversation Sample (Fresher BA)


BA (Fresher):
“Do you want volunteers to register directly through the site?”
Client:
“Yes, with a form and upload option for ID.”
BA (Fresher):
“And after they register, is there any approval process or automatic confirmation?”
Client:
“Manual approval by our team.”
BA (Fresher):
“Okay, thanks. Also, do you want to list upcoming events with registration links?”
Client:
“Yes, and donation options too.”

❓ Fresher BA Questions
Area Question
Registration “Should volunteers pick event types they’re interested in?”
ID Verification “What documents do you require?”
Admin Panel “Who will manage volunteer approvals and donations?”
Donations “Will it be one-time, recurring, or both?”

✅ Fresher BA Response/Actions
“Thank you, I’ll prepare a form layout suggestion, volunteer workflow, and a small list of
recommended donation platforms and send them to you for review.”
📄 Will deliver:
• Registration flow
• Approval process steps
• Payment platform research list
✅ Fresher BA Tips in All Projects
Situation What to Say (Fresher BA)
Not sure about tech aspect “I’ll confirm this with our technical team and get back to you.”
Client asks for a complex “That sounds great. I’ll check with the team on how we can support
feature that effectively.”
“Sorry to interrupt—can we go over that one more time so I can
Client goes too fast ensure I captured it correctly?”
Unclear expectations “Would you mind elaborating a little more on how that should work?”

Would you like me to now:


• Create sample BRDs for any of these?
• Provide polished follow-up email templates?
• Show how a fresher BA can present findings in a client review meeting?
Let me know what you'd like to build on next.
You said:
give me more like this for different types of project for different fields and give me deep
conversation and all questions possibility
ChatGPT said:

Updated saved memory


Perfect, Boss. Here's a continuation of fresher Business Analyst–client conversations across
different industries and project types, with deep, realistic dialogues, all relevant questions, and
what the fresher BA should say/do.

🔷 Project 5: Healthcare - Doctor-Patient Teleconsultation


App
🎯 Objective
Build an app that allows patients to consult doctors via video call, book slots, and get
prescriptions.

🧠 Conversation (Fresher BA)


BA (Fresher):
“Thanks for the overview. Just to confirm—patients should be able to book time slots with
doctors for live video consultations, correct?”
Client:
“Yes. And each doctor will have their own availability calendar.”
BA:
“Understood. Will patients need to upload any documents before the call?”
Client:
“If they have any past records, yes, it would help.”
BA:
“Got it. How would the prescriptions be handled—typed by doctors or uploaded?”
Client:
“They should be able to type and send digitally. We’ll provide a format.”
BA:
“Thank you. And do we allow payments before or after the consultation?”
Client:
“Before. No booking without payment.”

❓ Full Question List (for Healthcare Project)


Area Questions
Booking “Should users be able to reschedule or cancel? Is there a cancellation fee?”
Doctor Profiles “What info should be displayed—degrees, specialty, ratings?”
Video Call “Do we use third-party services like Zoom/Agora or custom solution?”
Notifications “Would you like SMS/email reminders for appointments?”
Support “What happens if the doctor misses the call?”
Prescription “Should they be downloadable PDFs? Any signature?”
History “Should patients be able to view past consultations and prescriptions?”

✅ Fresher BA Actions
“Thanks, I’ll document the full appointment flow and share a basic mock-up to ensure the user
journey feels right. I’ll also check with my tech team regarding a secure video platform.”
📄 Deliverables:
• Appointment workflow
• Doctor-patient flow diagrams
• Payment integration options
• Prescription format draft
🔷 Project 6: Manufacturing - Inventory & Procurement
Dashboard
🎯 Objective
Build an internal dashboard to manage raw material orders, inventory levels, suppliers, and usage
reports.

🧠 Conversation (Fresher BA)


BA (Fresher):
“Thanks for explaining the process. Just to confirm—you need a system to track current
inventory, notify when stock is low, and manage new procurement?”
Client:
“Yes. And we want reports for monthly usage by material.”
BA:
“Understood. Do you use any existing tools like Excel, SAP, or others for this today?”
Client:
“We use Excel. But it’s getting unmanageable.”
BA:
“Got it. Will each plant have separate inventory or shared?”
Client:
“Each plant manages its own stock.”
BA:
“Thanks. Do you want suppliers to be managed inside this system too?”
Client:
“Yes, including their contact, delivery timelines, and price list.”

❓ Full Question List (Manufacturing/ERP)


Area Questions
Inventory “Do you track stock in quantity, weight, or both?”
Alerts “When stock drops below minimum, who should be notified?”
Procurement “Can users raise purchase orders through this system?”
Supplier Management “Do suppliers have logins or is it internal-only?”
Integration “Should this connect with any accounting or invoicing tools?”
Reports “Which reports are needed—usage, cost, wastage?”

✅ Fresher BA Actions
“Thank you. I’ll create a list of modules based on this conversation and get validation from our
ERP architect on the scope and complexity.”
📄 Deliverables:
• Procurement & stock workflow
• Supplier data model
• Report mockups
• PO approval flow (if needed)

🔷 Project 7: Event Management - Corporate Event Booking


Portal
🎯 Objective
Corporate users can book venues, catering, equipment for their internal/external events.

🧠 Conversation (Fresher BA)


BA (Fresher):
“Thank you for your time. Just to confirm, your team wants an internal system where
departments can book event services, correct?”
Client:
“Yes, like venues, food, projectors, even travel for VIP guests.”
BA:
“Got it. Should each request go through approval?”
Client:
“Yes. Manager approval first, then event team.”
BA:
“Would you like to store vendor catalogs for each service?”
Client:
“Yes, with price ranges and availability calendars.”
BA:
“Okay. And after the event, do you need feedback or closure reports?”
Client:
“Yes, to analyze success and vendor ratings.”

❓ Full Question List (Event Management)


Area Questions
Request “Who can initiate requests—any employee or only certain roles?”
Approval “How many levels of approval?”
Booking “Are services booked by date/time or full day?”
Vendors “Will vendors log in to update availability?”
Feedback “Do you want post-event surveys?”
Calendar “Do you want a visual calendar of all events?”

✅ Fresher BA Actions
“This is a very useful overview. I’ll put together a module layout and send you a checklist to
confirm each service workflow before development starts.”
📄 Deliverables:
• Role-based access chart
• Booking approval flow
• Event calendar UI suggestion
• Feedback form draft

🔷 Project 8: Logistics – Fleet Tracking System


🎯 Objective
Track delivery trucks in real-time, show delivery status, driver logs, and delay alerts.

🧠 Conversation (Fresher BA)


BA (Fresher):
“Thank you for explaining. So you’d like a dashboard that shows truck location, current status,
and estimated delivery time?”
Client:
“Yes. Also driver history and trip logs.”
BA:
“Got it. Are the trucks already GPS-enabled?”
Client:
“Yes, we use SIM-based GPS devices.”
BA:
“Should delivery status update automatically or manually by driver?”
Client:
“Both—we need fallback in case of network issues.”

❓ Full Question List (Logistics)


Area Questions
GPS Data “How often should location update—every 10s, 30s, 1min?”
Alerts “Should we notify clients if there are major delays?”
Driver Info “Do we store license and compliance details?”
Routes “Do routes remain fixed or change dynamically?”
Reporting “What reports do you need—on-time %, delivery times, fuel logs?”

✅ Fresher BA Actions
“Thanks, I’ll prepare a data flow to understand how GPS data feeds into the tracking dashboard
and confirm with our backend team what update frequency is optimal.”
📄 Deliverables:
• Live tracking system flow
• Delay alert logic
• Driver database fields
• Dashboard wireframe

✅ Summary of What a Fresher BA Must Do in Every


Project
Step What to Do
During Ask structured, open-ended questions. Confirm understanding. Take notes visibly.
Meeting
Politely ask for clarification or offer to confirm with seniors: “Let me verify this
If Confused with the dev team.”
After Meeting Send a follow-up email with a summary and request confirmation.
Deliverables Share flow diagrams, data fields, modules list, or user roles first before full BRD.
Relationship Show gratitude, be punctual, and never assume.

You said:
give me for this but i want like same as above explaination
2/2
ChatGPT said:

Absolutely, Boss. Here's another deep, fresher BA–client realistic conversation in the same
structured format as above. This time, let's explore a project from the EdTech (Education
Technology) domain, which is very common for fresher BAs.

🔷 Project 9: EdTech – Online Test & Learning Portal for


Coaching Institute
🎯 Objective
Create a web+mobile platform where students can:
• Enroll in courses,
• Watch recorded lectures,
• Take mock tests and quizzes,
• Track their performance,
• And get results with feedback.

🧠 Full Realistic Conversation (Fresher BA)


BA (Fresher):
“Thank you for your time today. I’d love to understand your vision for how students will interact
with your platform.”
Client:
“Well, we want students to be able to sign up, select a course—say, IIT-JEE—and access study
material, mock tests, and performance analytics.”
BA (Fresher):
“Understood. For course access, will this be subscription-based, one-time purchase, or both?”
Client:
“Both. Some courses are paid monthly, and some are lifetime access.”
BA (Fresher):
“Thanks. Do students access live sessions or only pre-recorded videos?”
Client:
“Recorded for now. We may explore live later.”
BA (Fresher):
“Great. Regarding mock tests—should they be timed, scored automatically, and show detailed
solutions?”
Client:
“Yes. And we want analytics like accuracy, time taken, question difficulty level.”
BA (Fresher):
“Very helpful. Do students get certificates or ranks after course or test completion?”
Client:
“For full courses—yes. Not for small quizzes.”
BA (Fresher):
“Got it. Would teachers or admins upload the questions, videos, and course content?”
Client:
“Yes, our faculty and content team will upload everything.”
BA (Fresher):
“And finally—should this be both website and mobile app?”
Client:
“Yes, mobile-first ideally.”

❓ Complete Question List (For EdTech Platforms)


Module Fresher BA Should Ask…
User Registration “Should we allow login with Google/phone number/email?”
Courses “Can students enroll in multiple courses simultaneously?”
Content “What types of content—PDF, video, slides, assignments?”
Video Hosting “Will videos be hosted on YouTube, Vimeo, or your own server?”
Tests “Do tests need to support negative marking or section-based timing?”
Results “How soon should results be visible—instantly or after manual review?”
Analytics “What metrics matter most to students—rank, score, time per question?”
Feedback “Should students rate courses or flag incorrect questions?”
Admin Panel “Should different teachers have different access levels?”
Payment “Which payment gateways do you prefer—Razorpay, Stripe, others?”

✅ What the Fresher BA Should Say/Do


Polite & Smart Responses:
• “Thank you, that gives me a solid foundation to understand how the platform should
behave.”
• “I’ll prepare a feature checklist, a basic user journey, and consult with our UX designer to
sketch some early mock-ups.”
• “If there’s anything unclear after this, I’ll follow up via email.”
📄 Deliverables from Fresher BA:
• Feature summary (by module)
• Course flow (student journey)
• Test process flow (from start to result)
• Admin panel module outline
• Video content handling method (need to confirm with Dev)
• Draft table of metrics for performance analytics

✅ How the Fresher BA Should Handle Risks/Unknowns


Situation What to Say
Unsure of how test timing logic “Would you mind giving me an example of how you’d like a
works timed test to behave?”
Don’t know how analytics will “I'll explore a few dashboard ideas and confirm with our designer
be displayed what’s most user-friendly.”
“If you have a sample video or PDF, could you share it? I’ll use
Unclear content format that to test compatibility.”
Don’t know tech side (video “I’ll check with our technical lead on best practices for video
hosting, etc.) hosting and ensure it’s scalable.”

🔚 BA Wrap-Up (What to say at the end of the meeting)


BA (Fresher):
“Thank you so much for the clarity. I’ll share a summarized document capturing today’s
discussion, and I’ll also include any areas where I need a bit more detail. Once you review and
confirm, I’ll work with the technical and design teams to start mapping this into wireframes and
workflows.”

🔷 Project 10: TravelTech – Multi-city Travel Booking


Platform
🎯 Objective
Build a platform where users can:
• Search and book flights, hotels, and local transport,
• Plan multi-city trips,
• Get recommendations, and
• Track itineraries.

🧠 Full Realistic Conversation (Fresher BA)


BA (Fresher):
“Thank you for the brief. Just to reconfirm—you want users to plan and book entire trips,
including flights, hotels, and cabs, in one flow, correct?”
Client:
“Yes. Like planning a trip from Delhi → Paris → Rome → back to Delhi.”
BA:
“Understood. Will users search and book all these services individually or as a package?”
Client:
“Both options. Some want fixed packages, others want full control.”
BA:
“Great. For flights and hotels, do we integrate with providers like Amadeus or Booking.com?”
Client:
“Yes, we’ll need API integrations with suppliers for real-time inventory.”
BA:
“Okay. Do you want users to save their trip plans or share them with others?”
Client:
“Yes, saving and sharing with travel companions would be ideal.”
BA:
“Do you want to recommend nearby restaurants or attractions during the trip?”
Client:
“Eventually yes, maybe in phase 2.”

❓ TravelTech Domain – BA Question Checklist


Module Questions a Fresher BA Should Ask
Flights “One-way, round trip, or multi-city—do we support all?”
Hotels “What filters are important—rating, price, location, amenities?”
Cab/Transport “Do we include airport pickup, hourly rentals, or intercity options?”
Itinerary “Should itinerary be auto-generated or customizable?”
Recommendations “Do we want to integrate maps or tourist APIs?”
Reviews “Should users be able to rate hotels/flights after booking?”
Payment “Is partial payment or EMI an option?”
Booking Flow “Do you want OTP/email confirmation at each step?”

✅ Fresher BA Actions
Say This:
• “Thank you, I’ll draft a trip-planning flow with all the screens involved—search,
compare, book, save itinerary, and payment.”
• “I’ll list out which APIs need to be confirmed with the dev team for real-time
availability.”
📄 Deliverables:
• Multi-step booking flowchart
• Hotel/flight data model
• User profile + saved trip logic
• Email/SMS notification trigger points

🔷 Project 11: Real Estate – Property Buying & Renting


Portal
🎯 Objective
Create a portal where:
• Buyers and renters can search for residential or commercial properties,
• Sellers/agents can list and manage properties,
• Users can chat or schedule visits.

🧠 Full Realistic Conversation (Fresher BA)


BA (Fresher):
“Thanks for the overview. Just to confirm—you’d like both buyers and sellers to use this
platform, right?”
Client:
“Yes. Sellers can be individuals or agents. Buyers can be owners or renters.”
BA:
“Got it. Will listings include photos, floor plans, pricing, and amenities?”
Client:
“Yes, everything. We want very detailed listings.”
BA:
“Okay. Do you want users to search by location, price, number of bedrooms, etc.?”
Client:
“Exactly. Filters are important.”
BA:
“Do users communicate inside the platform, or does the system share contact details?”
Client:
“Initially we want a chat system. We don’t want users to leave the platform.”
BA:
“Understood. Should buyers be able to schedule property visits with agents?”
Client:
“Yes, that’s an important feature. Agents should be able to accept or reschedule requests.”

❓ Real Estate Portal – BA Question Checklist


Area Questions
Property Listing “What info is mandatory—photos, carpet area, furnishing status?”
Search & Filters “Which are the top 5 filters your users will use the most?”
Communication “Should we allow in-app messaging or contact via WhatsApp/call?”
Booking Visit “Do you want a calendar view for agents to manage visits?”
Seller Types “Will we have different features for builders vs. agents vs. owners?”
Reviews “Can buyers rate agents or properties after viewing?”
“Is there any transaction handled by the portal itself—like deposit or booking
Payment fees?”

✅ Fresher BA Actions
Say This:
• “Thanks! I’ll create a user journey for both sellers and buyers and show how listings,
search, and visits flow.”
• “I’ll also prepare screens for the chat system and visit calendar.”
📄 Deliverables:
• Property listing form UX
• Buyer and Seller role flowcharts
• Search filters mock-up
• Visit booking process flow
• Chat module layout

✅ Summary for These Two Projects


Area What Fresher BA Should Do
If You Don’t Know “I’ll consult our backend team on which travel APIs support multi-city
Travel APIs routing and package handling.”
If Real Estate Filters “Can you share examples of your top-performing listings or search
Confuse You filters that users prefer today?”
Document First Use diagrams + feature tables before writing a full BRD
Double Confirm Summarize everything to the client and ask: “Does this align with your
expectations before I proceed further?”

✅ Ending the Meeting (Always Be Professional)


Fresher BA Should Say:
“Thanks again. I’ll draft everything we discussed into a summary doc and a visual flow to make
sure I didn’t miss anything. Once you validate that, we’ll move into the detailed documentation
and timeline planning.”

🔷 Project 12: FinTech – Digital Wallet & UPI App


🎯 Objective
Build a secure app to:
• Send/receive money via UPI,
• Pay bills, recharge, and scan QR codes,
• Store cashback, reward points, and transaction history.

🧠 Full Realistic Conversation (Fresher BA)


BA (Fresher):
“Thanks for this opportunity. Just to clarify, is this app meant to be a UPI-first wallet like Google
Pay or a hybrid wallet like Paytm?”
Client:
“More like Google Pay. UPI-based first, but maybe wallet for cashback.”
BA:
“Great. Will users register using mobile number and OTP only?”
Client:
“Yes, OTP-based. No passwords.”
BA:
“Understood. Should the app support multiple bank accounts and show balance?”
Client:
“Yes. Users should switch between linked accounts while paying.”
BA:
“Do you want to allow features like bill payment, recharge, and QR scanning?”
Client:
“All of those.”
BA:
“What about features like transaction reminders, split bills with friends?”
Client:
“Optional for Phase 2. Let’s focus on core payments first.”

❓ FinTech – BA Question Checklist


Module Questions
User Onboarding “Do we use Aadhaar/KYC for identity verification?”
Bank Linking “Will we use NPCI-approved API aggregator (e.g., RazorpayX, Setu)?”
UPI Transfer “Support for QR code, mobile number, and UPI ID transfers?”
Bill Payment “Which categories—electricity, DTH, broadband, mobile recharge?”
Cashback “Where do cashback funds go—wallet, or direct bank account?”
Transaction History “Filter by month, category, and payment mode?”
Security “Any biometric login or PIN lock features planned?”

✅ What Fresher BA Should Do


Say:
• “I’ll confirm supported use cases with compliance requirements from the legal/tech
team.”
• “I’ll work with UI/UX to sketch core UPI flow, wallet balance view, and QR scan
action.”
📄 Deliverables:
• UPI payment journey map
• KYC flowchart
• API integration outline (placeholder)
• Basic screens list

🔷 Project 13: SaaS – HRMS (Employee Management


System)
🎯 Objective
Create a SaaS platform for HR departments to manage:
• Employees,
• Attendance,
• Leave,
• Payroll,
• Performance reviews.

🧠 Full Realistic Conversation (Fresher BA)


BA (Fresher):
“Thanks! To confirm, this is for HRs of medium-sized companies, right?”
Client:
“Yes, ideally for companies with 50–500 employees.”
BA:
“Okay. Will employees clock in via web, app, or biometric devices?”
Client:
“Start with web and mobile app clock-in.”
BA:
“Understood. Will the system handle leave approvals via manager-level roles?”
Client:
“Yes, and there should be leave balance tracking.”
BA:
“Do we integrate with salary software or handle payroll in-app?”
Client:
“In-app. We want complete control.”
BA:
“Noted. Do you want appraisal modules like 360-degree feedback or just manager reviews?”
Client:
“Just basic manager-to-employee reviews for now.”
❓ HRMS SaaS – BA Question Checklist
Module Questions
User Roles “Do we have Admin, HR, Manager, Employee with different access?”
Attendance “Any support for shift patterns, flexible time, or overtime rules?”
Leave “Custom leave policies per company?”
Payroll “Salary breakup, TDS, payslips downloadable?”
Performance “Will appraisals trigger based on review dates?”
Reports “Should the system export reports in Excel, PDF, or both?”

✅ What Fresher BA Should Do


Say:
• “I'll prepare an employee lifecycle flow: from onboarding, daily tracking, to final
payroll.”
• “I’ll verify local compliance/payroll requirements with legal.”
📄 Deliverables:
• Role matrix table
• Leave approval workflow
• Payslip structure
• Attendance process flow

🔷 Project 14: Food Delivery Platform (like Zomato)


🎯 Objective
Build an app for:
• Users to order food,
• Restaurants to list menus,
• Delivery partners to manage orders.

🧠 Full Realistic Conversation (Fresher BA)


BA (Fresher):
“Just confirming—this is a 3-sided platform: customers, restaurants, and delivery partners,
right?”
Client:
“Yes. Each has their own panel or app.”
BA:
“For customers—do they browse by location, cuisine, or ratings?”
Client:
“All three.”
BA:
“Should we support real-time order tracking?”
Client:
“Absolutely. It’s a must.”
BA:
“Do restaurants update their menus manually or via CSV/API?”
Client:
“Initially manually. Later we’ll integrate.”
BA:
“And delivery partners—how are they assigned? Auto or manual?”
Client:
“Auto-assign by location and availability.”

❓ Food App – BA Question Checklist


Module Questions
Orders “What is the max time to allow cancellation or refund?”
Delivery “Support for OTP or PIN at delivery point?”
Menu “Do items have add-ons, customizations, or spicy level?”
Offers “Centralized coupons or restaurant-specific?”
Ratings “Separate for delivery and food quality?”
Notifications “SMS, push, and in-app alerts for all steps?”

✅ What Fresher BA Should Do


Say:
• “I’ll create three role-based workflows and confirm edge cases like refunds and delivery
delays.”
• “I’ll prepare a mock-up of order placement + tracking.”
📄 Deliverables:
• Role-based swimlane diagrams
• Order status update logic
• Delivery assignment logic

🔷 Project 15: Social Media App


🎯 Objective
Create a community-driven app where users:
• Post text, images, videos,
• Comment, like, share,
• Follow each other.

🧠 Full Realistic Conversation (Fresher BA)


BA (Fresher):
“Would this platform lean more toward Facebook-style community or Instagram-style content
sharing?”
Client:
“Closer to Instagram—visual content focus.”
BA:
“Understood. Should we support Stories or Reels format too?”
Client:
“Yes, in phase 2. Phase 1 is just timeline and post feed.”
BA:
“What about DMs—do users message each other?”
Client:
“Later. For now, just public interactions.”
BA:
“Do you want any moderation tools—reporting, blocking, filters?”
Client:
“Yes, safety features are important.”

❓ Social Media App – BA Question Checklist


Module Questions
Posts “Can posts have hashtags, locations, or user tags?”
Feed “Should feed be chronological or algorithm-based?”
Likes/Comments “Can users hide likes or delete comments?”
Moderation “Do reported posts go to admin or auto-hide?”
Notifications “Push and email, or just in-app?”
Profile “Do users set public/private profiles?”

✅ What Fresher BA Should Do


Say:
• “I’ll create a user journey from signup to post-sharing and interaction.”
• “I'll also design moderation workflows.”
📄 Deliverables:
• Feed interaction flow
• Post creation module
• Reporting and moderation flow
• Follower relationship logic

🔷 Project 16: Fitness/Health Tracker App


🎯 Objective
Create an app that:
• Tracks workouts, calories, and sleep,
• Allows users to set goals,
• Syncs with smartwatches.

🧠 Full Realistic Conversation (Fresher BA)


BA (Fresher):
“Thank you! Just to confirm—is this mainly for individual tracking or community challenges?”
Client:
“Mainly personal goals, but we want optional challenges later.”
BA:
“Got it. Will users enter workouts manually or sync via devices?”
Client:
“Both. Start with manual entry.”
BA:
“Do you want meal logging and calorie counting included?”
Client:
“Yes. Also, hydration tracking.”
BA:
“What kind of dashboard would you like—daily, weekly summaries?”
Client:
“Weekly charts and goal progress.”

❓ Fitness App – BA Question Checklist


Module Questions
Tracking “Which activities to support—walking, gym, yoga, etc.?”
Sync “Compatible with Fitbit, Apple Health, or Google Fit?”
Goals “Do users get reminders for goals?”
Meal Logs “Can users scan barcodes or search food database?”
Reports “Export progress to PDF or share with trainer?”
Notifications “Push or in-app reminders for workouts, meals?”

✅ What Fresher BA Should Do


Say:
• “I’ll map out the user journey from signup to goal completion.”
• “I’ll confirm with devs which devices we can support for sync.”
📄 Deliverables:
• Activity logging workflow
• Goal setting and tracking logic
• Meal + hydration entry structure
• Device sync feasibility checklist

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