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Preliminary Investigation. Phase 1 Systems Planning. SDLC Phases. Phase 1: Systems Planning. SDLC Phases. Phase 1: Systems Planning Objectives Learn how projects get started Learn how projects are evaluated initially. Chapter 2. Preliminary Investigation. Objectives.

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sdlc phases
SDLC Phases

Phase 1: Systems Planning

Systems Analysis and Design Fourth Edition

sdlc phases3
SDLC Phases

Phase 1: Systems Planning Objectives

  • Learn how projects get started
  • Learn how projects are evaluated initially

Systems Analysis and Design Fourth Edition

chapter 2
Chapter 2

Preliminary Investigation

Systems Analysis and Design Fourth Edition

objectives
Objectives
  • Describe the strategic planning process, and why it is important to IT managers
  • Explain the purpose of a mission statement
  • Explain the SDLC as a framework for systems development and business modeling
  • Explain the reasons for information systems projects and the factors that affect such projects

Systems Analysis and Design Fourth Edition

objectives6
Objectives
  • Describe the initial review of systems requests and the role of the systems review committee
  • Describe the internal and external factors that affect information systems projects
  • Define operational feasibility, technical feasibility, and economic feasibility
  • Describe the steps and end product of a preliminary investigation

Systems Analysis and Design Fourth Edition

introduction
Systems planning tasks

Examine the systems request

Conduct a preliminary investigation

Using SDLC and CASE tools to provide a framework

Introduction

Systems Analysis and Design Fourth Edition

the importance of strategic planning
The Importance of Strategic Planning
  • Overview of the strategic planning process
    • SWOT analysis
      • Strengths
      • Weaknesses
      • Opportunities
      • Threats

Systems Analysis and Design Fourth Edition

the importance of strategic planning9
The Importance of Strategic Planning

Systems Analysis and Design Fourth Edition

the importance of strategic planning10
The Importance of Strategic Planning
  • From the strategic plan to business results
    • Examples of mission statements
      • Ben & Jerry's
      • DePaul University

Systems Analysis and Design Fourth Edition

the importance of strategic planning11
The Importance of Strategic Planning
  • The future
    • Thriving e-commerce
    • Rapid change

Systems Analysis and Design Fourth Edition

information systems projects
Information Systems Projects
  • Starting point is a systems request

Systems Analysis and Design Fourth Edition

information systems projects13
Information Systems Projects
  • Reasons for systems projects
    • Improved service
    • Better performance
    • More information
    • Stronger controls
    • Reduced cost

Systems Analysis and Design Fourth Edition

information systems projects14
Information Systems Projects
  • Factors affecting systems projects
    • User requests
    • Top-management directives
    • Existing systems
    • Information technology department
    • The economy
    • Technology
    • Government
    • Software and hardware vendors
    • Competitors
    • Customers
    • Suppliers

Systems Analysis and Design Fourth Edition

information systems projects15
Information Systems Projects
  • Systems request forms
    • Streamlines the process
    • Ensures consistency
    • Must be easy to understand and use
    • Must include clear instructions

Systems Analysis and Design Fourth Edition

evaluation of systems requests
Evaluation of Systems Requests
  • Evaluation of projects
    • Systems review committee
      • Evaluate requests
      • Set priorities
      • Assess feasibility

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Evaluation of Systems Requests
  • Overview of feasibility
    • Feasibility study uses three main yardsticks:
      • Operational feasibility
      • Technical feasibility
      • Economic feasibility

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evaluation of systems requests18
Evaluation of Systems Requests
  • Operational feasibility
    • Is the system a practical and effective approach?
  • Operational feasibility depends on:
    • Management and user support
    • User involvement in planning
    • Impact on performance, customers, and company image
    • Reasonable schedules

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Evaluation of Systems Requests
  • Technical feasibility
    • Does the organization have resources to develop/purchase and operate the system?
  • Technical feasibility depends on:
    • Technical expertise within the organization
    • Availability of necessary equipment
    • Hardware and software reliability
    • Adequate performance that will meet specifications
    • Capacity for future needs/projected growth

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Evaluation of Systems Requests
  • Economic feasibility
    • Do the projected benefits outweigh the estimated costs of development, installation, and operation?
  • Economic feasibility depends on:
    • Costs — one time and continuing costs
    • Benefits — tangible and intangible benefits
    • Timing of various costs and benefits
    • Cost of not developing the system

Systems Analysis and Design Fourth Edition

evaluation of systems requests21
Evaluation of Systems Requests
  • Determining feasibility
    • First step is a determination of feasibility
    • Goal is to identify nonfeasible projects as soon as possible
    • Feasibility can change over time
      • Nonfeasible projects can be resubmitted
      • Initially feasible projects can be rejected later

Systems Analysis and Design Fourth Edition

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Evaluation of Systems Requests
  • Criteria used to evaluate systems requests
    • Reduce costs
    • Increase revenue
    • Produce more information or better results
    • Serve customers and the organization better
    • Reasonable time frame and lasting results
    • Resources available
    • Necessary or discretionary
    • Tangible or intangible factors

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Evaluation of Systems Requests
  • Discretionary and non-discretionary projects
    • Necessity of project
    • Possibly no need to review non-discretionary projects in committee

Systems Analysis and Design Fourth Edition

preliminary investigation overview
Preliminary Investigation Overview
  • Purpose
    • To decide whether to continue the project
  • Objectives for a preliminary investigation

1.Understand the problem

2. Define the project scope and constraints

3. Identify the benefits

4. Estimate the time and costs

5. Report to management

  • Interaction with managers and users

Systems Analysis and Design Fourth Edition

steps in the preliminary investigation
Steps in the Preliminary Investigation
  • Step 1: Understand the problem
    • Identify the true nature of the problem and the reason for the systems request
    • Stated problem may not be the real problem
    • Clear statement defines the investigation scope

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Steps in the Preliminary Investigation
  • Step 2:Define the project scope and constraints
    • Project scope
      • Define the range or extent of the project
      • Set project boundaries
    • Constraints
      • Identify conditions, restrictions, or requirements
        • Present vs. future
        • Internal vs. external
        • Mandatory vs. desirable

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Steps in the Preliminary Investigation
  • Step 3: Perform fact finding
    • Analyze organization charts
    • Conduct interviews
    • Observe operations
    • Carry out a user survey

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Steps in the Preliminary Investigation
  • Step 4: Determine feasibility
    • Determine operational, technical, and economic feasibility

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Steps in the Preliminary Investigation
  • Step 5: Estimate time and cost to continue development
    • Determine what information is needed
    • Identify the sources of information
    • Decide whether to use interviews, if so how many, and what time needed
    • Decide whether to use surveys, if so who to complete it, and what time needed
    • Estimate the cost of gathering, analyzing, and reporting the information to management

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Steps in the Preliminary Investigation
  • Step 6: Present results and recommendations to management
    • Final task in the preliminary investigation
    • Key elements
      • Evaluation of systems request
      • Estimate of costs and benefits
      • Recommendations

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Steps in the Preliminary Investigation
  • Step 6: Present results and recommendations to management
    • Final task in the preliminary investigation
    • Key elements
      • Evaluation of systems request
      • Estimate of costs and benefits
      • Recommendations
    • Oral and written presentations

Systems Analysis and Design Fourth Edition