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Chapter 4:
Requirements Determination
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Key Ideas
Goal of the analysis phase:
Truly understand the requirements of the new
system
Develop a system that addresses them -- or decide
a new system isnt needed.
The line between systems analysis and
systems design is very blurry
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Key Ideas
The first challenge is finding the right people
to participate.
The second challenge is collecting and
integrating the information
Requirements determination a step
performed to expand the system request
high-level statement of business requirements
in a more precise list
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Requirements
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What is a Requirement
Analysis Phase: Business Requirement
Statement of what the system must do
Focus on what the system must do, not how to do it
There are 2 kinds of requirements
Functional
Nonfunctional
Design Phase: System requirement
Designers perspective
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Functional Requirement
Defines the functions the system must carryout
Specifies the process that must be performed
Specifies the information a process needs tocontain
Examples:
Must search for inventory Must perform these calculations
Must produce a specific report
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Cont Functional RequirementFunctional
Requirement
Description Examples
Process-oriented A process the system
must perform;
a process the system
must do
The system must allow registered to review
their own order history for the past three
years
The system must check incoming orders for
inventory availability The system should allow students to view a
course schedule while registering for classes
Information-
oriented
Information the
system must contain
The system must retain customer order
history for three years The system must include real-time inventory
levels at all warehouses
The system must include budgeted and actual
sales and expense amounts for current year
and three previous years
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Nonfunctional Requirements
Deals with how the system behaves
Operational Physical/technical environment
Performance Speed, capacity and reliabilityof the system
Security Who can use the system; who has
authorized access Cultural & Political Company policies, legal
issues
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Cont. Nonfunctional ReqtsNonfunctional
Requirement
Examples
Operational The system can run on handheld devices
The system should be able to integrate with the existing inventory system
The system should be able to work on any Web browser
Performance Any interaction between the user and the system should not exceed 2
seconds
The system downloads new status parameters within 5 minutes of change The system should be available for use 24/7
The system supports 300 simultaneous users from 9-11 AM; 150
simultaneous users at all times
Security Only direct managers can see personnel records of staff
Customer can see their order history only during business hours The system includes all available safeguards from viruses, worm, Trojan
Cultural and
Political
The system should be able to distinguish between US currency and
currency from other nations
Company policy is to buy computers only from Dell
Country managers are permitted to authorize customer interfaces within
units Personal information is protected in compliance with Data Protection Act
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Requirements Definition
Report that lists the functional and
nonfunctional requirements
All requirements must be traceable back to
business requirements
Purpose: provide the information needed by
the other deliverables in the analysis phase
Purpose: define the scope of the system
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THE ANALYSIS PROCESS
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Analysis Across Areas
Analysis of the IS system is:
A business task
An IT task
Need to balance expertise of users and
analysts
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The SDLC Process
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Three Steps of the Analysis Phase
Understanding the As-Is system
Identifying improvement opportunities
Developing the To-Be system concept
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Three Steps of the Analysis Phase
Understanding the As-Is system
To-Be derived from As-Is
Cant focus just on what users want, need to
understand what they need
Cant focus just on dry analysis
need to listen to users experience
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Three Steps of the Analysis Phase
Identifying improvement opportunities
Need business and technology skills
Business skills
Improvements in business processes
improve what we do
Technology skills
improve how we do it
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Three Steps of the Analysis Phase
Developing the To-Be system concept
Starts out as a fuzzy set of possible improvementideas
Refined into a viable system concept Analysis ends with a system proposal
Proposal presented to approval committee in theform of a system walk-through
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Systems Proposal Outline
1. Table of Contents2. Executive Summary
A summary of all the essential information in the
proposal so that a busy executive can read it quicklyand decide what parts of the plant to read in more
depth
3. System Request
4. Work plan
The original work plan, revised after having completed
the analysis phase
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Systems Proposal Outline
5. Feasibility AnalysisA revised feasibility analysis, using the information
from the analysis phase
6. Requirements Definition
A list of the functional and nonfunctional business
requirements for the system
7. Behavioral and structural models (Use Case,
Data Model, Process Model
8. Appendices: survey results, interviews, industry
reports, potential design issues, etc.
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1st challenge of Info Gathering
Finding the right people to participate
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2nd challenge of Info Gathering
Deciding how to gather the information
Five techniques:1. Interviews
2. Joint Application Design (JAD)3. Questionnaires
4. Document Analysis
5. Observation
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1. INTERVIEWS
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Interviews
Most commonly used technique
Very natural
If you need to know something, you ask someone
There are 5 basic steps to interviewing
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Interviews -- Five Basic Steps
1. Selecting interviewees
2. Designing interview questions
3.
Preparing for the interview4. Conducting the interview
5. Post-interview follow-up
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1. Selecting Interviewees
Need an interview schedule
list all people to be interviewed
when each will be interviewed
for what purpose they will be interviewed
The list may be informal or it may be part ofthe Analysis Plan
List is based on info. needed
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1. Selecting Interviewees
Good to get different perspectives
Managers
Users
Ideally, all key stakeholders
Select people for political reasons
Interviewing is iterative List often grows by 50% to 75 %
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2. Designing Questions
Don't ask for information that can be obtained
elsewhere
Want to show interviewee respect
Will get better information anyway
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2. Designing Questions
Types of Questions Examples
Closed-Ended Questions * How many telephone
orders are received per day?
* How do customers place orders?* What additional information
would you like the new system
to provide?
Open-Ended Questions * What do you think about thecurrent system?
* What are some of the problemsyou face on a daily basis?
* How do you decide what types ofmarketing campaign to run?
Probing Questions * Why?* Can you give me an example?* Can you explain that in a bit
more detail?
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Closed-Ended Questions
Requires a specific answer
Often multiple choice
Good for specific, precise info. not "are there a lot of requests?"
but "how many requests are there?"
Analyst is control Doesn't uncover "why"
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Open-Ended Questions
Leave room for elaboration
Gives interviewee more control
Yields more rich, deep info
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Probing Questions
Follow-up questions
For clarification
Encouraged to expand answer Show your listening and interested
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2. Designing Questions
No one type of question is best
Initially use unstructured interviews to
determine As-Is system (open-ended
questions)
As the analyst gains knowledge, structured
interviews will be used (closed-ended
questions)
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2. Designing Questions
Unstructured interview
Broad, roughly defined information
Structured interview
More specific information
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Interviewing Strategies
How
can order
processing be
improved?
How can we reduce the
number of times that customers
return ordered items?
How can we reduce the number oferrors in order processing (e.g., shipping
the wrong products)?
Top-down
Bottom-up
High-level:
Very general
Medium-level:
Moderately specific
Low-level:Very specific
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3. Preparing for the Interview
Prepare for the interview in the same way you would
for a presentation
Prepare general interview plan
List of question
Anticipated answers and follow-ups
Segues between related topics
Confirm interviewee's area of knowledge Don't ask questions that can't be answered
Set priorities in case of time shortage
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3. Preparing for the Interview
Structured Interviews with closed-ended
questions take longer
Don't try to "wing it"
will need follow-up interviews
user's don't like you to waste their time
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4. Conducting the Interview
Appear professional and unbiased
Build rapport (and trust) with interviewee
Record all information
Check on organizational policy regarding tape recording Be sure you understand all issues and terms
Separate facts from opinions
Give interviewee time to ask questions
Be sure to thank the interviewee End on time
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4. Conducting the Interview
Practical Tips
Dont worry, be happy
Pay attention
Summarize key points
Be succinct
Be honest
Watch body language
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5. Post-Interview Follow-Up
Prepare interview notes
Prepare interview report within 48 hours
Get buy-in from interviewee
Look for gaps and new questions
Interview Report
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Interview Report
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2. JOINT APPLICATION DESIGN
(JAD)
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JAD Key Ideas
Allows project managers, users, and
developers to work together
May reduce scope creep by 50%
Avoids requirements being too specific or too
vague
J i A li i D i (JAD)
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Joint Application Design (JAD)
Important Roles
Facilitator a person who sets the meeting
agenda and guides the discussion
Scribe assist the facilitator by recording
notes, making copies, etc
J i A li i D i (JAD)
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Joint Application Design (JAD)
Setting
U-Shaped seating
Away from distractions
Whiteboard/flip chart
Prototyping tools
e-JAD
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JAD Meeting Room
JPEG Figure 5-5 Goes Here
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The JAD Session
Include 10 to 20 users
Tend to last 5 to 10 days over a three week period
Prepare questions as with interviews
Formal agenda and groundrules
Facilitator activities
Stay neutral
Keep session on track
Help with technical terms and jargon
Record group input
Help resolve issues
Post-session follow-up
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3. QUESTIONNAIRESa set of written questions for obtaining
information from individuals
used when there is a large number of peopleconducted for use outside of the organization
like customers or vendors
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Questionnaire Steps
Selecting participants
Using samples of the population
Designing the questionnaire
More important than interview questions
Prioritize questions to grab attention
Distinguish between
Fact-oriented questions (specific answers)
Opinion questions (agree disagree scale)
Test the questionnaire on colleagues
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Questionnaire Steps
Administering the questionnaire Need to get good response rate
Explain its importance & how it will be used
Give expected response date Give it out in person
Follow up on late returns
Have supervisors follow up
Promise to report results
Questionnaire follow-up
Send results to participants
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4. Document Analysis
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Document Analysis
Provides clues about the "formal" existing As-Issystem
Typical documents
Forms
Reports
Policy manuals
Look for user additions to forms
Look for unused form elements
Do document analysis before interviews
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5. Observationthe act of watching processes being
performed
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Observation
Users/managers often dont remember everything they
do
Validates info gathered in other ways
Behaviors change when people are watched
Keep low profile, dont change the process
Careful not to ignore periodic activities
Weekly Monthly Annual
Selecting the Appropriate
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Selecting the AppropriateTechniques
Intervie
w
JAD Question-
naires
Document
Analysis
Observation
Type of
information
As-is,
improves
, to-be
As-is,
improves, to-
be
As-is,
improves
As-is As-is
Depth of info High High Medium Low Low
Breadth of info Low Medium High High Low
Info integration Low High Low Low Low
User involvement Medium High Low Low Low
Cost Medium Low-medium Low Low Low-medium