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SDLC 1: Systems Planning and Selection. Dania Bilal IS 582 Spring 2008. Today’s Session. SDLC 1: System Selection Discuss business and library environments Project identification and selection Project initiation and planning Do class activity from last week.

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sdlc 1 systems planning and selection

SDLC 1: Systems Planning and Selection

Dania Bilal

IS 582

Spring 2008

today s session
Today’s Session
  • SDLC 1: System Selection
  • Discuss business and library environments
    • Project identification and selection
    • Project initiation and planning
  • Do class activity from last week
sdlc phase 1 project identification
SDLC Phase 1: Project Identification
  • (Runs parallel with planning)
  • Identify potential projects
    • Reasons
      • Replace or improve an existing system
      • Make system more efficient, less costly to operate, and/or use an existing system in a new
    • Top-down (e.g., CEO) & bottom-up sources (senior IS manager)
project identification
Project Identification
  • Rank projects based on merit
    • Use criteria and ask questions such as
      • To what extent does project X provide benefits or value or help the organization meet its strategic objectives and long-term goals?
  • Select project with highest rating, delay project with lower rating, and/or reject project.
project identification5
Project Identification
  • In libraries, preparing or planning for automation is a similar process.
    • Automation committee assesses need for new system, upgrade existing system, or use a third party module to run with an existing system
    • Refer to Bilal, chapter 2 and class notes
project initiation
Project Initiation
  • Definition of tasks and who will perform them
  • Size, scope, complexity of project
  • Make assumptions about
    • Potential problems
    • Resource availability
project initiation7
Project Initiation
  • Assessment of tangible benefits
    • Can be measured in dollars and with certainty
    • Examples: error reduction, increased productivity, increased efficiency
  • Assessment of intangible benefits
    • Cannot be measured in dollars
    • Examples: Convenient access from remote locations, better access to resources
project initiation8
Project Initiation
  • Project costs
    • Tangible cost
    • Intangible costs

Students: provide an example of each.

project initiation9
Project Initiation
  • Feasibility assessment
    • Technical
    • Schedule
    • Legal
    • Political
project initiation10
Project Initiation
  • Documents
    • To Justify need for information system (Business Case document)
      • Benefits, costs, feasibility, etc.
    • Baseline Project Plan (BPP)
      • System description, feasibility assessment, management issues (see Valacich et al, p. 97)
project initiation11
Project Initiation
  • Business vs. library environment
    • Business
      • Activities performed to design and develop a system
    • Library
      • Activities performed to acquire a system if outsourcing or an open system is the option.
library environment selection process
Library Environment: Selection Process
  • After reviewing LJ article, LTR, and other sources, and after consulting with colleagues, etc.
    • Identify six most suitable software packages
    • Find evaluation of each package in Library Technology Reports (latest issues) and other sources
library environment selection process13
Library Environment: Selection Process
  • Acquire the latest demo for each package from software vendor to preview, or review package on the Web, if provided.
  • Use each module in package
  • Take notes and/or use a checklist and indicate features you like, dislike.
  • Identify lacking features
  • Write down questions to ask of vendor or software representative.
library environment selection process14
Library Environment: Selection Process
  • Invite a sales rep. from each company for a presentation of software.
  • Again, take notes about strengths and weaknesses of software.
  • Ask questions and don’t be intimidated!
library environment selection process15
Library Environment: Selection Process
  • Read literature (e.g., brochures) from each company and identify further features supported, hardware requirements, cost, other services provided, etc.
  • Meet as a Committee to discuss each rep.’s presentation and compare notes.
library environment selection process16
Library Environment: Selection Process
  • Explore types of software available
    • Developed by vendor (turnkey)
    • Open source
    • Locally developed
    • A mix of options
  • Assess benefits & pitfalls of each
library environment selection process17
Library Environment: Selection Process

If outsourcing is the option

  • Narrow choices to 3 software packages
  • Class activity
    • How will you narrow the packages to 3?
library environment selection process18
Library Environment: Selection Process
  • Strengths of each module provided:
    • Overall software capabilities (Web-based, Windows-based, expandability, etc.)
    • Compliance with latest standards
    • Architecture and operating systems supported (e.g., NT, Unix, Linux)
library environment selection process19
Library Environment: Selection Process
  • Software update, documentation, training and cost, maintenance and technical support
  • After gathering all information, develop a Request for Information (RFI).
  • Develop a Request for Proposal RFP).
request for proposal rfp
Request for Proposal (RFP)
  • Develop one RFP with required and desired specifications for the software.
  • RFP describes needs and priorities
    • Each vendor’s response to RFP provides basis for comparing specifications and other services software company provides
organization of the rfp
Organization of the RFP
  • Instructions to Vendor
  • Introduction to the library
  • Software specifications
  • Hardware specifications
  • Request for price quotation
  • Notice of intent to respond
organization of the rfp22
Organization of the RFP
  • Review the RFP before sending it
  • Evaluate responses to the RFP from each of the three vendors
  • Rank RFPs
  • Negotiate purchase of top-rated RFP
legal contractual agreement
Legal/Contractual Agreement
  • Work (administrator higher in rank does this) with an attorney about contract for securing software selected
  • Agreement details
    • Schedule for software delivery, installation, testing, and implementation
    • Schedule for training personnel
    • Vendor’s promise to deliver the package that meets the specifications stipulated in the final RFP
legal contractual agreement24
Legal/Contractual Agreement
  • Vendor’s comments or explanations about certain specifications, rating of features, etc.
  • Payment plan
    • Consider paying in three installations: 1/3 upon signing contract, 1/3 upon successful installation and performance testing, and the rest upon successful performance over time.
do and not do
DO and Not DO!
  • See Bilal, pp. 43-44
    • The Do Not Do List
    • The Do List (key things to remember)
sample rfps and rfis
Sample RFPs and RFIs
  • Visit
    • http://www.ilsr.com/sample.htm (Integrated Library Systems Reports)
vendors and products
Vendors and Products
  • Visit these sites
    • http://www.libinfo.com/vendors-systems.html
    • http://www.librarytechnology.org/VEND-search.pl?SID=20060215455505371&UID=&auth=
business environment
Business Environment
  • Create a Statement of Work
    • Outlines goals, objectives, requirements
    • Describes deliverables
    • Indicates timeline for project completion
    • Describes tasks and responsibilities and who will perform them
    • Other