How to Create a Portfolio as a Business Analyst
By Harry Madusha
The business analyst role has evolved beyond documentation and requirement gathering. Today, BAs are expected to demonstrate value through outcomes. Yet when it comes to job hunting or independent consulting, many professionals still rely only on resumes. In an increasingly competitive market, a well curated portfolio is no longer optional. It is essential.
Creating a portfolio is not about showcasing every project you have worked on. It is about presenting your value in a way that speaks clearly to decision makers. Whether you are applying for a new role, shifting into consulting, or preparing for a career move, your portfolio is your proof of performance. Here is how to create one that makes an impact.
Start With the Purpose
The first step is to define who the portfolio is for. Are you applying for a nonprofit role, looking to join a tech startup, or positioning yourself as a freelance consultant? Each of these audiences will look for different things. Recruiters may focus on problem solving skills and stakeholder communication. Clients may look for case studies and measurable results.
Once you are clear on your audience, you can choose what to include. A focused portfolio does not try to please everyone. It speaks directly to the expectations of the opportunity in front of you.
Select the Right Projects
You do not need twenty examples. Three to five strong projects are more than enough if they tell the right story. Choose projects that highlight a range of your capabilities. For example, one may show process improvement, another may focus on data analysis, and a third may demonstrate stakeholder facilitation.
Each project should include the following:
The context: What was the business challenge
Your role: What you were responsible for
The actions: What steps you took as a business analyst
The outcome: What results were achieved
If your work is under confidentiality agreements, you can still share project stories in anonymized form. Change client names, blur out sensitive visuals, and focus on process and outcomes rather than internal details.
Organize It Like a Story
A portfolio is not just a folder of files. It is a narrative. Structure matters. Your reader should be able to follow a clear arc. Start with an introduction that gives a brief summary of who you are, what industries you have worked in, and what value you bring.
From there, create a separate section for each project. Think of each section as a mini case study. Begin with a headline that captures the essence of the project. Then break down the content into the four parts listed above. Use bullet points or short paragraphs for easy reading.
If you have visuals such as process maps, mockups, dashboards, or screenshots, include them. Just be sure they are clean, relevant, and aligned with your story. A cluttered or overly technical portfolio can be more confusing than helpful.
Include Supporting Skills and Tools
The best portfolios do more than show finished work. They give insight into how the work was done. Add a section that lists the tools and techniques you use regularly. These might include:
Process modeling
Stakeholder mapping
Requirements elicitation methods
SQL or data visualization platforms
Agile or Scrum collaboration
You can also include short notes or diagrams showing how you approach problem solving. These internal methods are what often set BAs apart. Show how you think, not just what you deliver.
Use Testimonials if You Can
If you have received feedback from clients, managers, or colleagues, include a few well chosen quotes. These can reinforce your strengths and provide credibility. Keep them short and specific. Place them either next to relevant project sections or in a separate testimonials page at the end.
Be sure to get permission to use any direct quotes, especially if they reference sensitive work. If in doubt, you can summarize the sentiment instead of quoting word for word.
Make It Digital
Paper portfolios are obsolete. Create a digital version that is easy to update and share. You can use tools like Notion, Google Sites, Canva, or even a personal website. The key is clarity and accessibility. Avoid fancy animations or heavy design. The content should speak louder than the format.
When sending your portfolio, consider creating a PDF version for offline review. Make sure your PDF is well formatted and does not depend on active links or large media files. Keep it under 10 MB for easy emailing.
Tailor It to the Role
Your portfolio is a living document. It should be adapted based on the opportunity. For each role or client, review your projects and highlight the ones most relevant. You can even move sections around or add a short note at the beginning explaining why these examples were selected.
This level of personalization shows that you are not just applying on autopilot. It communicates professionalism and care, which is especially important in consulting or leadership roles.
Avoid Common Mistakes
Several things can weaken an otherwise strong portfolio:
Too much jargon: Speak plainly, especially if your audience is not technical
Too many projects: Focus on quality, not quantity
Unclear outcomes: Always link your actions to real business results
No visual appeal: Use clean formatting and break up text where possible
Lack of context: Give enough background for the reader to understand the problem
A good portfolio feels complete but not bloated. It creates curiosity and opens the door for further conversation.
Close With a Clear Call to Action
At the end of your portfolio, include a short bio and your contact information. You may also want to add a closing statement summarizing the kind of roles or projects you are seeking.
This is your moment to position yourself as a strategic partner, not just a support role. Business analysts are increasingly being called upon to lead transformation efforts, advise on technology decisions, and align operations with outcomes. Your portfolio is how you demonstrate readiness for that responsibility.
Creating a portfolio as a business analyst is one of the most strategic career moves you can make. It shifts your identity from applicant to asset. It helps hiring managers and clients see what you do, how you do it, and why it matters. Most importantly, it gives you control of your own narrative.
Done well, your portfolio will not just get you in the door. It will show them why you belong at the table.
Senior IT Business Analyst | SAP Reporting | Cross-Functional Collaboration, Data Problem Solving, Requirements, Functional Specs | Empowering teams with clear reporting solutions that drive value & eliminate ambiguity
2moThank you for this advice!💚 I'm currently trying to get a portfolio started.👍