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02 Requirements Determination

Apr 04, 2018

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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