PMI CD-BA case studies
PMI CD-BA · Put your knowledge to work in context.
The PMI Professional in Business Analysis (PMI-PBA)® is a specialized certification offered by the Project Management Institute (PMI) that validates expertise in business analysis within project environments. It is designed for professionals who work with stakeholders to define business needs, elicit requirements, and ensure solutions deliver value. The exam covers five domains: Needs Assessment, Planning, Analysis, Traceability and Monitoring, and Evaluation. These domains reflect the business analysis lifecycle from identifying business problems through solution evaluation. Topics on this exam: Needs Assessment, Planning, Analysis, Traceability and Monitoring, and Evaluation. The PMI CD-BA case studies are 5 cases and about 3,706 words.
1The Chatbot Charter: Solution Named Before the Need
Northvale Health System has three hospitals and 40 outpatient clinics. Its patient portal, launched four years ago, is used by 12% of active patients; the call center handles 4,800 scheduling calls a week and 22% of them are abandoned.
765 words, about 4 min2Fixed-Price Regulatory Remediation with No BA Plan
A state regulator cited a utility for disconnecting customers without required advance notice. The consent decree requires new notification rules in 14 weeks.
775 words, about 4 min3The Auto-Adjudication Threshold Conflict
A property-casualty insurer is replacing its claims platform. Of 220 requirements, a peer review flagged 38% as ambiguous or untestable and 14 as directly conflicting.
720 words, about 4 min4ERP Traceability Under Audit Finding
An ERP upgrade has 1,200 requirements across three releases. Nine months in, there are 34 open change requests and an audit finding that change control is not operating effectively.
729 words, about 4 min5Field Service Tool: Mixed Results After Fourteen Months
A field-service organization implemented a scheduling and dispatch tool 14 months ago for $2.3M. Business targets were 85% on-time arrival, overtime at or below 5% of labor cost, 80% first-time fix, and 90% technician adoption.
717 words, about 4 min