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Process improvement · AI

BA Kit: from manual BA work to BAs directing AI

Walking through each step of the process, finding the repetition, and packaging it into 30 skills for the whole team

RoleProposer, designer, builder and trainer

Documents from this case: BA Kit, AI draft
self-written skills in BA Kit
30
time on repetitive tasks
−70%
BA team productivity
~3×
BAs using it daily
3

Client names are withheld; examples and data are simulated. The process, methods and result figures are real.

The problem

The Dev team was already using AI and working very fast. The BA team still did everything by hand: taking notes on what the client said in meetings, distilling them afterwards, analysing, then creating tasks. Analysis and testing became the bottleneck: Dev waited for requirements, the client waited for answers.

Before BA KitThe bottleneck sits in the middle
  1. Client commentsin the meeting
  2. BA works by handnotes, distilling, analysis, tasks
  3. Dev uses AIworks very fast, then waits

Context and role

  • A BA team of three, serving several projects in parallel.
  • Project knowledge was scattered across documents, chat messages and people’s heads.
  • There was no shared standard for using AI. Everyone prompted in their own way, so the results were hard to trust.
  • I proposed, designed, built, trialled and trained, alongside my BA work on the project.
  • Constraints: AI may only read the dev environment; every AI output must be verified by a person.

Step 1: Doing each step by hand and assessing it

Before automating, I did each step of the process manually and rated which steps took the most time and which were repeated.

Process assessmentWhich steps AI should draft
  • AI drafts, BA reviews
  • AI only gathers data, BA decides
Time costRepetitionJudgement neededAI's part
Taking meeting notesHighHighLowDraft
Distilling client comments into requirementsHighHighMediumDraft
Looking through the codebase and database to assess impactHighHighHighData only
Writing user stories and acceptance criteriaMediumHighMediumDraft
Creating Jira tickets, assigning epics and labelsMediumVery highLowDraft
Drawing interfacesHighMediumMediumDraft
Drawing flow diagramsMediumHighMediumDraft
Preparing UAT documentsMediumHighLowDraft

Step 2: Building the project knowledge vault

AI is only useful with the right context. Each project’s knowledge lives in an Obsidian vault with wikilinks that agents can read: meetings are recorded, transcribed and linked both ways to the requirements that came out of them.

Vault structureOne vault per project, everything points to requirements
producesused intouchesmeetingstranscripts, minutesrequirementsoriginal requirements, storiesbusiness-rulesone file per ruledecisionsdecisions and reasonssystemERD, API, code notesuatchecklists, results
Plus project-rules: project rules, terminology and what AI must not do.

Step 3: Building and refining BA Kit

The processes are packaged into skills for IDE agents (Claude Code, Codex, Antigravity), connected to Jira, the database and the vault through MCP. The kit is improved after each real use and now has 30 skills.

BA KitRepresentative skill groups
Draft produced by AIVerified by
Extract requirements from a meetingRequirements, open questions, action itemsBA
Impact assessmentAffected components, risksBA, re-reading is mandatory
Write storiesUser stories, acceptance criteriaBA
Draft Jira ticketsTicket in the right template, epic, labelsBA clicks create
Draw interfacesMockupBA
Draw diagramsFlow diagram, system diagramBA
Prepare UATUAT checklist by roleBA
Daily work packPre-meeting summary, end-of-day reportBA
RulesApplied to every skill
  • Read only the dev or staging database, never production.
  • Do not create tickets autonomously. AI produces a draft; a person clicks to confirm.
  • Every conclusion must cite its source: file, transcript, timestamp.
  • Do not guess business rules. If one is missing, generate a question for the client.

Step 4: One transcript going through BA Kit

A simulated example: what AI does and what the BA has to fix.

Client PM

“…and for the report, sales just wants a list of who’s about to churn, maybe we email it to them every morning. Oh and it should exclude trial accounts, those don’t count.”

REQ-014AI draft

Churn-risk list for Sales

  • Daily email to the Sales team every morning
  • Exclude trial accounts
  • Open questions: What defines “about to churn”? Which timezone is “morning”? Email only, or also visible in CRM?
Source
Weekly client meeting
Suggested links
BR-07, US-04
BA verificationThree points in the draft
  • AI suggested reusing BR-07.Correct, kept as is.
  • AI missed a stakeholder mentioned in an earlier meeting.Added a question for the client.
  • AI treated email as the main channel.Wrong priority, since a CRM sync already exists. Corrected.

Step 5: Training and standardising the new process

I improved the process together with the BAs in the team, then trained them to use it.

New process
  • BA
  • AI
  • Dev
  1. BAMeetingrecorded
  2. AITranscriptinto the vault
  3. AIExtract requirements
  4. BAReview, ask the client
  5. AIDraft stories, interfaces, diagrams
  6. BAApprove
  7. DevReceive ticket
AI does the work, but the person accountable is the person using the AI: results are always verified before they are passed on.

Step 6: From BA Kit to a kit for the whole IT department

BA Kit then became the core of Software KIT: one kit per role in the IT department, sharing one specification format and one set of rules. Figures counted from the kit repository, 07–09/2026.

Role-based kits14BA, Tester, PM, Dev, Designer, DevOps, Security…
Skills I wrote40
Process standards38plus 8 SOPs, 15 document templates
Commits in 8 weeks72all written by me
Software KIT40 self-written skills, by role
  • BA
  • Tester
  • PM
  • DevOps
  • 40 skillsplus 18 subagents and 17 shared rules

One specification format for BA, Dev, Tester and client. Each requirement is a Requirement + Scenario block with an ID (FR-, BR-, NFR-); changes are written as deltas (added, modified, removed). An automatic check catches duplicate IDs, requirements without scenarios and leftover placeholders.

Changes driven by measurementTwo numbers that changed the way we work
  • Still had to ask
  • No need to ask
  • Tasks from bulk AI analysis, first roundDev came back with questions on about 90 of 100

  • 78 open questions, after one sweep23 closed from existing knowledge

The first number led to the "Dev reads first" task template. The second cut the questions for the client by about a third.
Preview gateEvery external write
  1. AI preparestickets, client reports
  2. Preview
  3. A person confirms
  4. Then it runs

Results

By internal measurement on the processes already adopted:

  • Time spent by BAs on repetitive tasks went down by about 70%.
  • BA team productivity went up about 3 times.
  • Analysis is no longer the bottleneck relative to the speed of the Dev team.
  • The BA team moved from manual work to directing AI: letting AI read the codebase and dev database, applying project rules, drawing interfaces and diagrams, recording meetings and extracting transcripts.

What I learned

  • Do it by hand before automating. Otherwise you automate the wrong step.
  • Context matters more than the prompt. Without a knowledge vault, every skill has to guess.
  • Control rules do not slow things down. They are what makes the team willing to trust and use AI every day.
  • AI Agent
  • MCP
  • Claude Code
  • Agent skills
  • Obsidian
  • Knowledge vault
  • Governance

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