system analysis and design

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Phase 1 Systems Planning Preliminary Investigation

Transcript of system analysis and design

Page 1: system analysis and design

Phase 1Systems Planning

Preliminary Investigation

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Systems Analysis and Design Fourth Edition

SDLC Phases

Phase 1: Systems Planning

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SDLC Phases

Phase 1: Systems Planning ObjectivesLearn how projects get startedLearn how projects are evaluated initially

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Chapter 2

Preliminary Investigation

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ObjectivesDescribe the strategic planning process,

and why it is important to IT managersExplain the purpose of a mission

statementExplain the SDLC as a framework for

systems development and business modeling

Explain the reasons for information systems projects and the factors that affect such projects

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ObjectivesDescribe the initial review of systems

requests and the role of the systems review committee

Describe the internal and external factors that affect information systems projects

Define operational feasibility, technical feasibility, and economic feasibility

Describe the steps and end product of a preliminary investigation

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Systems planning tasksExamine the systems requestConduct a preliminary investigationUsing SDLC and CASE tools to provide a

framework

Introduction

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The Importance of Strategic PlanningOverview of the strategic planning

processSWOT analysis

StrengthsWeaknessesOpportunitiesThreats

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The Importance of Strategic PlanningFrom the strategic plan to business

resultsExamples of mission statements

nFrontQuebecor Printing Corp.Federal Express

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The Importance of Strategic PlanningThe future

Thriving e-commerceRapid change

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A Framework for Systems DevelopmentA business model example

IT director favors SDLC using System Architect 2001 (S/A 2001)

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A Framework for Systems DevelopmentA business model example

IT director favors SDLC using System Architect 2001 (S/A 2001)

Critical success factorsCritical business issuesCase for actionS/A 2001 encyclopedias

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A Framework for Systems DevelopmentThe role of the IT department

Close link between operations and ITJAD and RAD

Some companies see IT as technology gatekeeper

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Information Systems Projects

Starting point is a systems request

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Information Systems Projects

Reasons for systems projectsImproved serviceBetter performanceMore informationStronger controlsReduced cost

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Systems Analysis and Design Fourth Edition

Information Systems Projects

Reasons for systems projectsImproved serviceBetter performanceMore informationStronger controlsReduced cost

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Systems Analysis and Design Fourth Edition

Information Systems ProjectsFactors affecting systems projects

User requestsTop-management directivesExisting systemsInformation technology departmentThe economyTechnologyGovernmentSoftware and hardware vendorsCompetitorsCustomersSuppliers

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Information Systems Projects

Systems request formsStreamlines the processEnsures consistencyMust be easy to understand and useMust include clear instructions

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Evaluation of Systems Requests

Evaluation of projectsSystems review committee

Evaluate requestsSet prioritiesAssess feasibility

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Evaluation of Systems Requests

Overview of feasibilityFeasibility study uses three main

yardsticks:Operational feasibilityTechnical feasibilityEconomic feasibility

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Evaluation of Systems Requests

Operational feasibilityIs the system a practical and effective

approach?Operational feasibility depends on:

Management and user supportUser involvement in planningImpact on performance, customers, and

company imageReasonable schedules

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Evaluation of Systems RequestsTechnical feasibility

Does the organization have resources to develop/purchase and operate the system?

Technical feasibility depends on:Technical expertise within the organizationAvailability of necessary equipmentHardware and software reliability Adequate performance that will meet

specificationsCapacity for future needs/projected growth

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Evaluation of Systems Requests

Economic feasibilityDo the projected benefits outweigh the estimated

costs of development, installation, and operation?

Economic feasibility depends on:Costs — one time and continuing costsBenefits — tangible and intangible benefitsTiming of various costs and benefitsCost of not developing the system

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Evaluation of Systems Requests

Determining feasibilityFirst step is a determination of feasibilityGoal is to identify nonfeasible projects as

soon as possibleFeasibility can change over time

Nonfeasible projects can be resubmittedInitially feasible projects can be rejected later

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Evaluation of Systems Requests

Criteria used to evaluate systems requestsReduce costsIncrease revenueProduce more information or better resultsServe customers and the organization betterReasonable time frame and lasting resultsResources availableNecessary or discretionaryTangible or intangible factors

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Evaluation of Systems Requests

Discretionary and non-discretionary projectsNecessity of projectPossibly no need to review non-

discretionary projects in committee

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Preliminary Investigation OverviewPurpose

To decide whether to continue the projectObjectives for a preliminary investigation

1. Understand the problem2. Define the project scope and constraints3. Identify the benefits4. Estimate the time and costs5. Report to management

Interaction with managers and users

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Steps in the Preliminary InvestigationStep 1: Understand the problem

Identify the true nature of the problem and the reason for the systems request

Stated problem may not be the real problem

Clear statement defines the investigation scope

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Step 2:Define the project scope and constraintsProject scope

Define the range or extent of the projectSet project boundaries

ConstraintsIdentify conditions, restrictions, or requirements

Present vs. future Internal vs. external Mandatory vs. desirable

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Steps in the Preliminary Investigation

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Steps in the Preliminary InvestigationStep 3: Perform fact finding

Analyze organization chartsConduct interviewsObserve operationsCarry out a user survey

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Steps in the Preliminary InvestigationStep 4: Determine feasibility

Determine operational, technical, and economic feasibility

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Steps in the Preliminary InvestigationStep 5: Estimate time and cost to continue

developmentDetermine what information is neededIdentify the sources of informationDecide whether to use interviews, if so how

many, and what time neededDecide whether to use surveys, if so who to

complete it, and what time neededEstimate the cost of gathering, analyzing, and

reporting the information to management

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Steps in the Preliminary InvestigationStep 6: Present results and

recommendations to managementFinal task in the preliminary investigationKey elements

Evaluation of systems requestEstimate of costs and benefitsRecommendations

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Steps in the Preliminary InvestigationStep 6: Present results and

recommendations to managementFinal task in the preliminary investigationKey elements

Evaluation of systems requestEstimate of costs and benefitsRecommendations

Oral and written presentations

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SOFTWEAR, LIMITED

BackgroundSWL uses outside firm (BIS) for payroll

processing Payroll deductions permitted for credit

union and SWL stock purchase Recent reports of problems Errors in employee deductionsOvertime necessary to correctFuture Employee Savings Investment

Plan (ESIP) is possible

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SOFTWEAR, LIMITED

Request for information technology servicesSystems request submitted by

Michael JeremyDescribes problem generallyDoes not identify cause or propose

solution

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SOFTWEAR, LIMITEDRequest for information technology

servicesSystems request submitted by Michael

JeremyDescribes problem generallyDoes not identify cause or propose solution

IT department responseSWL does not have systems review

committeeRick Williams assigned to preliminary

investigation

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SOFTWEAR, LIMITEDRequest for information technology

servicesSystems request submitted by Michael

JeremyDescribes problem generallyDoes not identify cause or propose solution

IT department responseSWL does not have systems review

committeeRick Williams assigned to preliminary

investigationMichael Jeremy issues authorization memo

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SOFTWEAR, LIMITEDOrganization charts

Current organization charts not availableRick obtains job descriptions and draws

charts

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SOFTWEAR, LIMITEDInterviews

Michael Jeremy, vice president of finance

Mike Feiner, director of human resources

Amy Calico, director of payroll

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SOFTWEAR, LIMITEDCurrent documentation

Results and findingsSpecific procedures are being followed

by the payroll department Written descriptions for these

procedures are outdatedPayroll department has never seen the

stock plan deduction form

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SOFTWEAR, LIMITED

Presentation to ManagementIT department tasks

Prepared a preliminary investigation report

Attached a cover memoScheduled a presentation

Management decisionsAnalyze the payroll system as

requestedScope to include whether current BIS

can handle new ESIP options

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SOFTWEAR, LIMITED

Presentation to ManagementIT department tasks

Prepared a preliminary investigation report

Attached a cover memoScheduled a presentation

Management decisionsAnalyze the payroll system as

requestedScope to include whether current BIS

can handle new ESIP options

Click to see Figure 2-23Click to see Figure 2-23Package

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