Chapter 4 Preliminary Investigation Project triggers Business process redesign (BPR) Strategic planning The preliminary investigation stage Gathering information with JAD

Project Triggers “Push” User needs Technology “Pull” Strategic direction Strategic business plan Strategic plan for information resources

Business Process Redesign (BPR) An example of technology push Fig 4.1: Business Process Redesign

Business Process Redesign (BPR) Reengineering legacy code is an example Fig 4.2: Reengineering of Legacy Code

Strategic Planning Strategic business planning Fig 4.3: Influences on Strategic Business Plan Development

Strategic Planning Strategic business area planning Fig 4.4: Cooperation in Developing Strategic Plans for Business Areas

Strategic Planning Strategic planning for information resources Fig 4.5: Identifying the Information Resources Needed for Each Information System

Preliminary Investigation Stage Position in the SDLC Fig 4.6: Preliminary Investigation Phase Overview

Preliminary Investigation Stage Step 1: Perform enterprise analysis Use general systems model (elements, flows) Use environmental model (elements, flows) Table 4.1: Primary Environmental Resource Flows

Preliminary Investigation Stage Step 1: Perform enterprise analysis Example Fig 4.10: Overview of Enterprise Analysis

Preliminary Investigation Stage Step 1: Perform enterprise analysis Sources of information Internal documents Media Executive/secretary interviews

Preliminary Investigation Stage Step 2: Determine system constraints, objectives, goals, risk, and scope Constraints Organizational Resource Process Objectives and Goals Cost reduction Cost avoidance Increased revenues Improved decision making

Preliminary Investigation Stage Step 2: Determine system constraints, objectives, goals, risk, and scope A sample goal analysis Fig 4.11: A Goal Analysis Form

Preliminary Investigation Stage Step 2: Determine system constraints, objectives, goals, risk, and scope A sample risk evaluation Fig 4.13: A Project Risk Evaluation for Torres Insurance

Preliminary Investigation Stage Step 2: Determine system constraints, objectives, goals, risk, and scope Example of risk reduction strategies Fig 4.14: A Risk Reduction Strategies Table for Torres Insurance

Preliminary Investigation Stage Step 2: Determine system constraints, objectives, goals, risk, and scope Some risk reduction strategies for common risks Table 4.2: Possible Risk reduction Strategies

Preliminary Investigation Stage Step 2: Example of objectives, constraints, and scope for Torres Insurance Fig 4.12: Project Objectives, Constraints, and Scope

Preliminary Investigation Stage Step 3: Evaluate feasibility and obtain approval to proceed Technical (the system) Economic (the system and the project) Legal/ethical (the system) Operational (the system) Schedule (the project)

Preliminary Investigation Stage Step 4: Conduct JAD sessions to confirm initial functional requirements Key JAD ingredients: Facilitator, executive sponsor JAD steps 1.Planning 2.Conducting 3.Documenting

Gathering Information with JAD Documenting the results Fig 4.15: An Outline of a specification Document