Guides
Deep, practical guides for technical analysts, from the Tech BA Toolkit. Each one is built from real delivery work, not theory. Hosted on Gumroad, where the current price is shown.
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For anyone placing the role before committing to it.
The complete guide to what a business analyst actually does, the skills the job rewards, and the paths out of it. Start here if the title still means different things at every company you look at.
View on GumroadFor analysts who want to read code, query data, and talk to engineers as equals.
Most analysts stall because the technical side feels off limits. This guide covers the practical skills that close that gap: reading code, SQL, and APIs, plus the tools delivery teams actually use, so you can contribute well beyond requirements.
View on GumroadFor BAs and functional analysts who get handed one-line business requests.
Turning a vague business request into a functional spec a developer can build is the core analyst skill, and the hardest to learn on the job. This guide walks the full path with real banking examples.
View on GumroadFor analysts who want proven templates instead of a blank page.
Twenty real deliverables you can adapt: specs, test cases, process maps, and more. Skip the blank-page problem and start from structures that have shipped on real banking projects.
View on GumroadFor analysts who keep asking someone else to run the query.
From your first SELECT to queries you can defend against production data. Joins, aggregation, window functions, and the habits that stop you shipping a number you cannot explain.
View on GumroadFor analysts whose backlog is a source of confusion rather than truth.
Issue types, workflows, fields, JQL, and boards, set up the way delivery teams actually work. Turn ticket chaos into a backlog that answers questions instead of raising them.
View on GumroadFor analysts whose documentation goes stale the week after it is written.
Space structure, page templates, macros, and the review habits that keep a wiki current. How to build living documentation rather than an archive nobody opens.
View on GumroadFor analysts who live in spreadsheets and want to stop fighting them.
Lookups, pivots, Power Query, and the modelling patterns that hold up under scrutiny. The bridge between spreadsheet work and real data work.
View on GumroadFor analysts doing the same manual task every week.
Automate your analyst workflow with n8n, Power Automate, Zapier, and AI. Step-by-step configurations with real banking examples and copy-paste JSON.
View on GumroadFor analysts who know APIs only from diagrams and specifications.
From confused to confident: how requests and responses actually work, JSON, status codes, auth, and reading a contract, with real APIs you can call while you read.
View on GumroadFor analysts documenting or integrating APIs.
Clear API docs are what make an integration ship on time. This guide shows how to document endpoints, payloads, errors, and auth so developers and partners can build against your spec without guesswork.
View on GumroadFor QA and technical analysts who test APIs and own quality on delivery teams.
Testing an API well takes more than clicking send in Postman. This guide covers request design, assertions, negative cases, contract checks, and automation, so you can prove an API behaves correctly before it reaches production.
View on GumroadFor QA and technical analysts validating event-driven systems.
Validating Kafka flows by hand is slow and misses regressions. This guide shows how to automate event validation with Postman, so you can prove messages are produced and consumed correctly, repeatably.
View on GumroadFor analysts whose employer has not said yes to AI yet.
How to use AI on real analyst work when the company policy is restrictive or undecided, without putting anything at risk. The workflow, the boundaries, and the case you make to your manager.
View on GumroadFor experienced analysts starting from a browser tab.
Written for people with deep domain knowledge and no interest in becoming engineers. From chat window to agent mode, in the vocabulary of the work you already do.
View on GumroadFor analysts who use AI daily and want prompts that hold up on real delivery work.
A generic prompt gives you a generic requirement. This is the prompt library behind the analyst workflow: eliciting and refining requirements, turning transcripts into artifacts, deriving test cases, reviewing specs for gaps, and drafting what you hand over.
View on GumroadFor analysts specifying, testing, or evaluating AI and LLM features.
AI systems are landing in delivery work, and they fail in ways traditional specs do not catch. This guide explains MCP, RAG, and agents in practical terms, so you can scope, test, and evaluate them like any other system.
View on GumroadFor analysts ready to move from prompting to agents that do the work.
The complete guide to agents for analyst workflows: how they plan, which tools to give them, where the guardrails go, and the banking examples that show the difference between a useful agent and an expensive one.
View on GumroadFor analysts on teams running AI in production.
MLOps, LLMOps, RAGOps, and AgentOps in one bundle. What changes when an AI system stops being a demo and becomes something with an on-call rota, an evaluation suite, and a regression risk.
View on GumroadFor analysts who want to move into payments and banking work.
Banking projects expect domain knowledge most analysts pick up the hard way. This guide covers how payments, core systems, and regulated delivery actually work, so you can interview for and deliver financial services work with confidence.
View on GumroadFor analysts with interviews booked.
The questions that actually get asked, what the interviewer is testing with each one, and how to answer from real delivery experience rather than definitions.
View on GumroadFor anyone going after their first BA role.
Everything needed to land the first one: questions and answers, case studies, and the artifacts to bring so you can show work rather than describe it.
View on GumroadFor new graduates and career changers with no analyst experience yet.
A week-by-week action plan from job search to day 90, with real indirect-experience examples and the templates that get a reply.
View on GumroadFor analysts going for the IIBA credential.
Pass the Certification of Capability in Business Analysis: the knowledge areas, the techniques, practice questions, and a study plan that fits around a delivery job.
View on GumroadFor technical analysts eyeing the newest route out of the seat.
From technical BA to forward deployed engineer in AI: what the role is, what it pays, the skills that transfer, and the gap you close to get there.
View on GumroadFor analysts who want the full library in one purchase.
Every guide and template pack bundled together, the complete path from business analyst to technical analyst. The best value if you are serious about leveling up across analysis, coding, testing, and support.
View on GumroadFor analysts who want a direct line on their own project.
A working session on whatever is in front of you: a contract to analyze, a suite to design, a spec to sharpen, or the next interview to prepare for.
View on GumroadNo cost
Templates and quick references you can use on your current project today, at no charge. Everything on this site stays free to read as well.
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