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Start Using Process and Data Models

Learn how to use process and data models to enhance communication and develop clear business requirements for Part C and Part B staff members. Gain insights on the benefits and suggestions for using models.

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Start Using Process and Data Models

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  1. Start Using Process and Data Models Robin Nelson Bruce Bull 2016 Improving Data, Improving Outcomes Conference New Orleans, LA August 2016

  2. Who are we? • Robin Nelson, DaSy • Bruce Bull, DaSy, CIID (Together we have 45+ years in state government, 40+ in Part C and Part B)

  3. Who are you? • Roles? • System design/development experience? • Process and data model experience?

  4. Objectives and Expectations • Our Expectations: Process and data models are excellent tools for communication between technical and content staff. Developing and using these models provides all parties a clear understanding of what the data system is (or will be) designed to do. This session will introduce the models and how Part C and B staff might work with IT/technical staff in developing business requirements. • Your Expectations: ???

  5. Agenda • Overview Business Requirements • Introduce Process Models • Exercise: You develop a process model • Introduce Data Models • Exercise: You develop a high level data model • Benefits of Models and Suggestions for Use

  6. Business Requirements • DaSy Glossary: Constraints, demands, necessities, needs, or parameters of the data system defined by the consumer, that must be met or satisfied, usually within a certain timeframe. • The critical activities of an enterprise that must be performed to meet the organizational objective(s) while remaining solution independent. • Types of requirements • Functional Requirements – Impact the Business Process • Technical Requirements – System Infrastructure • Operational Requirements – Operations & Support • Transitional Requirements – Implementation

  7. Business Requirements: Levels of Detail

  8. Business Requirements Business requirements: Are high level requirements (that management would understand) So that . . . Functional requirements: Can be detailed to: inform what is to be delivered and read by business analysts, developers, project manager and testers.

  9. Purpose of Business Requirements • Establish agreement with stakeholders • Provide foundation to communicate with IT the solution (what, not how) to satisfy customer’s and business’ needs • Provide input for next phase of project

  10. DaSy BR Resources

  11. Process Models: Overview • Visual representation of business operations, including activities performed and how information moves among activities. • Inventory of processes including relationships and sequencing • Start with major processes, break down into sub-processes, sub- sub-processes, as needed

  12. Process Model for Car Rental

  13. Process Model 1 Exercise • Traveling to NOLA: • Start: Leave home (travel via air) • End: Arrive at hotel front door • Materials (small Post-Its, markers, large paper/wall) • Model should support events of all users Suggestion: Connect events and steps with arrow at the end

  14. Process Model 2 Exercise • Draft a process model for the development of an INITIAL IFSP/IEP • What are the high level processes needed? (E.g., What processes support securing child’s present level of development/performance? What processes support establishing annual goals, outcomes? In what areas? Planned services/instruction/related services? • Select one process and break it down into necessary process subfunctions/subcomponents • Form teams: Part C or Part B/619

  15. Process Models: Sharing and Discussion • Are the models alike? • How granular are they? • Insights? • Challenges?

  16. Process Models: IT Discussion • It is relatively easy to communicate about understandable events . . . • When discussing content processes (IFSP/IEP, referral, transition, etc.) with IT: • How would the discussion change? • Who would “draw” the process model?

  17. Data Models: Overview • Visual representation of the organization and structure of the data • Abstract model that documents and organizes the business data • Depicts all data requirements of the system • Identifies all entities • Identifies characteristics (attributes) of those entities • Describes the relationships between the entities

  18. Data Models: Video Overview • Gotta love YouTube! https://www.youtube.com/watch?v=O4PXqpv8TAw

  19. Simple ERD1 for Child and Family Characteristics and Child Outcomes ERD: Entity Relationship Diagram

  20. Data Models: Exercise • In your original group, think about the data needed to support the IFSP/IEP process • Draw a data model (ERD) that depicts the types of data, characteristics of that data, and the relationships among the data

  21. Data Models: Sharing and Discussion • Insights • Challenges • When discussing with IT: • How would the discussion change? • Who would “draw” the data model?

  22. Using Models in Developing Business Requirements Paul R. Smith & Richard Sarfaty Publications, 2009

  23. Connections to DaSy Framework • SD2: Part C/619 state staff are actively involved in the development of business requirements, process models, and data modelsfor the data system/enhancement. • SD2b, SD2c, SD2e • SD3: The requirements analysis defines the full set of requirements for the new data system or enhancement—that is, what it must do. • SD3e, SD3f, SD3g, SD3h, SD3i

  24. Building a Better Data System: What Are Process and Data Models?

  25. Main Benefit of Modeling • Improved Communication!!! Analyze and communicate the needs of the program in a non-technical manner. • Shared representation of the program • Helps IT staff learn about the program, helps program staff communicate needs • In the language of the program • Data model depicts all data requirements

  26. Additional Benefits of Modeling • Higher quality applications • Reduced cost • Faster development • Faster application with fewer errors • Better documentation

  27. Questions / Contact • “Hmms, buts, whats, and duhs” • Robin Nelson – ropnelson@hotmail.com • Bruce Bull – Bruce.Bull@SPEDSIS.com

  28. How to Stay in Touch with DaSy • Visit the DaSy website at:http://dasycenter.org/ • Like us on Facebook: https://www.facebook.com/dasycenter • Follow us on Twitter:@DaSyCenter

  29. The contents of this presentation were developed under a grant from the U.S. Department of Education, # H373Z120002. However, those contents do not necessarily represent the policy of the U.S. Department of Education, and you should not assume endorsement by the Federal Government. Project Officers, Meredith Miceli and Richelle Davis.

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