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Chapter 2

Systems Analysis and Design in a Changing World, 6t
1
Investigating System
Requirements

Chapter 2
Systems Analysis and Design
in a Changing World 6th Ed
Satzinger, Jackson & Burd
Chapter 2 Outline
 The

RMO Consolidated Sales and Marketing
System Project
 Systems Analysis Activities
 What Are Requirements?
 Models and Modeling
 Stakeholders
 Information-Gathering Techniques
 Documenting Workflows with Activity
Diagrams

Systems Analysis and Design in a Changing World, 6t
3
Learning Objectives
Describe the activities of systems analysis
 Explain the difference between functional and
nonfunctional requirements
 Describe the role of models in systems analysis
 Identify and understand different kinds of
stakeholders and their contributions to
requirements definition
 Describe information-gathering techniques and
determine when each is best applied
 Develop activity diagrams to model workflows


Systems Analysis and Design in a Changing World, 6t
4
Overview







Chapter 1 introduced the system development lifecycle
(SDLC) and demonstrated its use for a small project
This chapter expands the SDLC processes to cover a
wider range of concepts, tools and techniques
Core process 3: Discover and understand the details of
the problem or need—is the main focus of systems
analysis
Systems analysis activities are detailed in this chapter
A larger Ridgeline Mountain Outfitters (RMO) project is
introduced that will be used throughout the text to
illustrate analysis and design

Systems Analysis and Design in a Changing World, 6t
5
Ridgeline Mountain Outfitters
(RMO)
RMO has an elaborate set of information
systems that support operations and
management
 Customer expectations, modern technological
capabilities, and competitive pressures led RMO
to believe it is time to upgrade support for sales
and marketing
 A new Consolidated Sales and Marketing
System was proposed
 This is a major project that grew out of the RMO
strategic planning process


Systems Analysis and Design in a Changing World, 6t
6
Ridgeline Mountain Outfitters
(RMO)
Strategic planning and competitive advantage
for organizations involves leveraging information
systems
 The information systems strategic plan is
based on the overall strategic needs of the
organization
 The information systems strategic plan includes
definition of the technology architecture and
the application architecture needed by the
organization


Systems Analysis and Design in a Changing World, 6t
7
Information Systems Strategic
Plan
Technology architecture— the set of
computing hardware, network hardware and
topology, and system software employed by the
organization
 Application architecture—the information
systems that supports the organization
(information systems, subsystems, and
supporting technology)


Systems Analysis and Design in a Changing World, 6t
8
RMO Existing Application
Architecture


Supply Chain Management (SCM)





Phone/Mail Order System





12 years old; Visual Studio/MS SQL
Reached capacity; minimal integration

Retail Store System




5 years old; Java/Oracle
Tradeshow system will interface with SCM

Older package solution; minimal integration

Customer Support System (CSS)


Web based system; evolved over the years, minimal
integration

Systems Analysis and Design in a Changing World, 6t
9
Proposed Application Architecture:
Integrate SCM and New CSMS

Systems Analysis and Design in a Changing World, 6t
10
New Consolidated Sales and
Marketing System (CSMS)


Sales Subsystem




Order Fulfillment Subsystem




Track shipments, rate products and services

Customer Account Subsystem




Integrates online, phone, and retail stores

Shopping history, linkups, “mountain bucks” rewards

Marketing Subsystem


Promotional packages, partner relationships, more
complete merchandise information and reporting

Systems Analysis and Design in a Changing World, 6t
11
Systems Analysis Activities








The New Consolidated Sales and Marketing System
(CSMS) will require discovering and understanding
extensive and complex business processes and
business rules
The SDLC indicates the project starts with identifying the
problem, obtaining approval, and planning the project (as
seen in Chapter 1)
To get to the heart of systems analysis, this text skips
right to analysis activities generally and the specifically
for the RMO CSMS project
Project planning and project management are covered I
detail later in the text

Systems Analysis and Design in a Changing World, 6t
12
Systems Analysis Activities
Involve discovery and understanding

Systems Analysis and Design in a Changing World, 6t
13
Systems Analysis Activities


Gather Detailed Information




Define Requirements




Essential, important, vs. nice to have

Develop User-Interface Dialogs




Modeling functional requirements and non-functional
requirements

Prioritize Requirements




Interviews, questionnaires, documents, observing business
processes, researching vendors, comments and suggestions

Flow of interaction between user and system

Evaluate Requirements with Users


User involvement, feedback, adapt to changes

Systems Analysis and Design in a Changing World, 6t
14
What Are Requirements?


System Requirements =





Functional Requirements– the activities the
system must perform





Functional requirements
Non-functional requirements

Business uses, functions the users carry out
Use cases in Chapter 1

Non-Functional Requirements– other system
characteristics


Constraints and performance goals

Systems Analysis and Design in a Changing World, 6t
15
FURPS+ Requirements Acronym
Functional requirements
Usability requirements
Reliability requirements
Performance requirements
Security requirements
+ even more categories…

Systems Analysis and Design in a Changing World, 6t
16
FURPS+ Requirements Acronym

Systems Analysis and Design in a Changing World, 6t
17
Models and Modeling
How do we define requirements? After collecting
information, create models
 Model– a representation of some aspect of the
system being built
 Types of Models








Textual model– something written down, described
Graphical models– diagram, schematic
Mathematical models– formulas, statistics, algorithms

Unified Modeling Language (UML)


Standard graphical modeling symbols/terminology
used for information systems

Systems Analysis and Design in a Changing World, 6t
18
Some Analysis and Design Models

Systems Analysis and Design in a Changing World, 6t
19
Reasons for Modeling
 Learning

from the modeling process
 Reducing complexity by abstraction
 Remembering all the details
 Communicating with other development team
members
 Communicating with a variety of users and
stakeholders
 Documenting what was done for future
maintenance/enhancement

Systems Analysis and Design in a Changing World, 6t
20
Stakeholders
Who do you involve and talk to?









Stakeholders– persons who have an interest in the
successful implementation of the system
Internal Stakeholders– persons within the organization
External stakeholders – persons outside the
organization
Operational stakeholders – persons who regularly
interact with the system
Executive stakeholders– persons who don’t directly
interact, but use the information or have financial
interest

Systems Analysis and Design in a Changing World, 6t
21
Stakeholders of a comprehensive accounting
system for public company

Systems Analysis and Design in a Changing World, 6t
22
Stakeholders
For RMO CSMS Project










Phone/mail sales order clerks
Warehouse and shipping personnel
Marketing personnel who maintain online catalog
information
Marketing, sales, accounting, and financial
managers
Senior executives
Customers
External shippers (e.g., UPS and FedEx)

Systems Analysis and Design in a Changing World, 6t
23
RMO Internal
Stakeholders

Systems Analysis and Design in a Changing World, 6t
24
Information Gathering
Techniques
Interviewing users and other stakeholders
 Distributing and collecting questionnaires
 Reviewing inputs, outputs, and documentation
 Observing and documenting business
procedures
 Researching vendor solutions
 Collecting active user comments and
suggestions


Systems Analysis and Design in a Changing World, 6t
25
Interviewing Users and Other
Stakeholders
Prepare detailed questions
 Meet with individuals or groups of users
 Obtain and discuss answers to the questions
 Document the answers
 Follow up as needed in future meetings or
interviews


Systems Analysis and Design in a Changing World, 6t
26
Themes for Information
Gathering Questions

Systems Analysis and Design in a Changing World, 6t
27
Preparing for Interview

Systems Analysis and Design in a Changing World, 6t
28
Interview
Session
Agenda

Systems Analysis and Design in a Changing World, 6t
29
Keeping an Open Items List

Systems Analysis and Design in a Changing World, 6t
30
Distribute and
Collect
Questionnaires

Systems Analysis and Design in a Changing World, 6t
31
Review Inputs, Outputs, and
Procedures

Systems Analysis and Design in a Changing World, 6t
32
Additional Techniques


Observe and Document Business Processes





Research Vendor Solutions





Watch and learn
Document with Activity diagram (next section)
See what others have done for similar situations
White papers, vendor literature, competitors

Collect Active User Comments and Suggestions



Feedback on models and tests
Users know it when the see it

Systems Analysis and Design in a Changing World, 6t
33
Documenting Workflows with
Activity Diagrams
Workflow– sequence of processing steps that
completely handles one business transaction or
customer request
 Activity Diagram– describes user (or system)
activities, the person who does each activity,
and the sequential flow of these activities





Useful for showing a graphical model of a workflow
A UML diagram

Systems Analysis and Design in a Changing World, 6t
34
Activity Diagrams Symbols

Systems Analysis and Design in a Changing World, 6t
35
Activity
Diagram
for RMO
Order
Fulfillment

Systems Analysis and Design in a Changing World, 6t
36
Activity Diagram with Concurrent
Paths

Systems Analysis and Design in a Changing World, 6t
37
Summary
Systems analysis activates correspond to the
core SDLC process Discover and understand
details
 System projects originate from the information
system strategic plan, which contains an
technology architecture plan and an application
architecture plan
 The RMO CSMS Project will be used throughout
the text as an example of analysis and design


Systems Analysis and Design in a Changing World, 6t
38
Summary
Systems analysis involves defining system
requirements– functional and non-functional
 Analysis activities include










Gather detailed information
Define requirements
Prioritize requirements
Develop user-interface dialogs
Evaluate requirements with users

FURPS+ is the acronym for functional, usability,
reliability, performance, and security
requirements

Systems Analysis and Design in a Changing World, 6t
39
Summary
Models and modeling are used to explore and
document requirements
 A model represents some aspect of a system,
and can include textual, graphical, and
mathematical models
 Unified Modeling Language (UML) is the
standard set of notations and terminology for
information systems models


Systems Analysis and Design in a Changing World, 6t
40
Summary
Stakeholders are the people who have an
interest in the success of the project
 There are internal vs. external stakeholders and
operational vs. executive stakeholders
 Information gathering techniques are used to
collect information about the project






Interviews, questionnaires, reviewing documents, observing
business processes, researching vendors, comments and
suggestions

The UML Activity Diagram is used to document
(model) workflows after collecting information

Systems Analysis and Design in a Changing World, 6t
41

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Sadcw 6e chapter2

  • 1. Chapter 2 Systems Analysis and Design in a Changing World, 6t 1
  • 2. Investigating System Requirements Chapter 2 Systems Analysis and Design in a Changing World 6th Ed Satzinger, Jackson & Burd
  • 3. Chapter 2 Outline  The RMO Consolidated Sales and Marketing System Project  Systems Analysis Activities  What Are Requirements?  Models and Modeling  Stakeholders  Information-Gathering Techniques  Documenting Workflows with Activity Diagrams Systems Analysis and Design in a Changing World, 6t 3
  • 4. Learning Objectives Describe the activities of systems analysis  Explain the difference between functional and nonfunctional requirements  Describe the role of models in systems analysis  Identify and understand different kinds of stakeholders and their contributions to requirements definition  Describe information-gathering techniques and determine when each is best applied  Develop activity diagrams to model workflows  Systems Analysis and Design in a Changing World, 6t 4
  • 5. Overview      Chapter 1 introduced the system development lifecycle (SDLC) and demonstrated its use for a small project This chapter expands the SDLC processes to cover a wider range of concepts, tools and techniques Core process 3: Discover and understand the details of the problem or need—is the main focus of systems analysis Systems analysis activities are detailed in this chapter A larger Ridgeline Mountain Outfitters (RMO) project is introduced that will be used throughout the text to illustrate analysis and design Systems Analysis and Design in a Changing World, 6t 5
  • 6. Ridgeline Mountain Outfitters (RMO) RMO has an elaborate set of information systems that support operations and management  Customer expectations, modern technological capabilities, and competitive pressures led RMO to believe it is time to upgrade support for sales and marketing  A new Consolidated Sales and Marketing System was proposed  This is a major project that grew out of the RMO strategic planning process  Systems Analysis and Design in a Changing World, 6t 6
  • 7. Ridgeline Mountain Outfitters (RMO) Strategic planning and competitive advantage for organizations involves leveraging information systems  The information systems strategic plan is based on the overall strategic needs of the organization  The information systems strategic plan includes definition of the technology architecture and the application architecture needed by the organization  Systems Analysis and Design in a Changing World, 6t 7
  • 8. Information Systems Strategic Plan Technology architecture— the set of computing hardware, network hardware and topology, and system software employed by the organization  Application architecture—the information systems that supports the organization (information systems, subsystems, and supporting technology)  Systems Analysis and Design in a Changing World, 6t 8
  • 9. RMO Existing Application Architecture  Supply Chain Management (SCM)    Phone/Mail Order System    12 years old; Visual Studio/MS SQL Reached capacity; minimal integration Retail Store System   5 years old; Java/Oracle Tradeshow system will interface with SCM Older package solution; minimal integration Customer Support System (CSS)  Web based system; evolved over the years, minimal integration Systems Analysis and Design in a Changing World, 6t 9
  • 10. Proposed Application Architecture: Integrate SCM and New CSMS Systems Analysis and Design in a Changing World, 6t 10
  • 11. New Consolidated Sales and Marketing System (CSMS)  Sales Subsystem   Order Fulfillment Subsystem   Track shipments, rate products and services Customer Account Subsystem   Integrates online, phone, and retail stores Shopping history, linkups, “mountain bucks” rewards Marketing Subsystem  Promotional packages, partner relationships, more complete merchandise information and reporting Systems Analysis and Design in a Changing World, 6t 11
  • 12. Systems Analysis Activities     The New Consolidated Sales and Marketing System (CSMS) will require discovering and understanding extensive and complex business processes and business rules The SDLC indicates the project starts with identifying the problem, obtaining approval, and planning the project (as seen in Chapter 1) To get to the heart of systems analysis, this text skips right to analysis activities generally and the specifically for the RMO CSMS project Project planning and project management are covered I detail later in the text Systems Analysis and Design in a Changing World, 6t 12
  • 13. Systems Analysis Activities Involve discovery and understanding Systems Analysis and Design in a Changing World, 6t 13
  • 14. Systems Analysis Activities  Gather Detailed Information   Define Requirements   Essential, important, vs. nice to have Develop User-Interface Dialogs   Modeling functional requirements and non-functional requirements Prioritize Requirements   Interviews, questionnaires, documents, observing business processes, researching vendors, comments and suggestions Flow of interaction between user and system Evaluate Requirements with Users  User involvement, feedback, adapt to changes Systems Analysis and Design in a Changing World, 6t 14
  • 15. What Are Requirements?  System Requirements =    Functional Requirements– the activities the system must perform    Functional requirements Non-functional requirements Business uses, functions the users carry out Use cases in Chapter 1 Non-Functional Requirements– other system characteristics  Constraints and performance goals Systems Analysis and Design in a Changing World, 6t 15
  • 16. FURPS+ Requirements Acronym Functional requirements Usability requirements Reliability requirements Performance requirements Security requirements + even more categories… Systems Analysis and Design in a Changing World, 6t 16
  • 17. FURPS+ Requirements Acronym Systems Analysis and Design in a Changing World, 6t 17
  • 18. Models and Modeling How do we define requirements? After collecting information, create models  Model– a representation of some aspect of the system being built  Types of Models      Textual model– something written down, described Graphical models– diagram, schematic Mathematical models– formulas, statistics, algorithms Unified Modeling Language (UML)  Standard graphical modeling symbols/terminology used for information systems Systems Analysis and Design in a Changing World, 6t 18
  • 19. Some Analysis and Design Models Systems Analysis and Design in a Changing World, 6t 19
  • 20. Reasons for Modeling  Learning from the modeling process  Reducing complexity by abstraction  Remembering all the details  Communicating with other development team members  Communicating with a variety of users and stakeholders  Documenting what was done for future maintenance/enhancement Systems Analysis and Design in a Changing World, 6t 20
  • 21. Stakeholders Who do you involve and talk to?      Stakeholders– persons who have an interest in the successful implementation of the system Internal Stakeholders– persons within the organization External stakeholders – persons outside the organization Operational stakeholders – persons who regularly interact with the system Executive stakeholders– persons who don’t directly interact, but use the information or have financial interest Systems Analysis and Design in a Changing World, 6t 21
  • 22. Stakeholders of a comprehensive accounting system for public company Systems Analysis and Design in a Changing World, 6t 22
  • 23. Stakeholders For RMO CSMS Project        Phone/mail sales order clerks Warehouse and shipping personnel Marketing personnel who maintain online catalog information Marketing, sales, accounting, and financial managers Senior executives Customers External shippers (e.g., UPS and FedEx) Systems Analysis and Design in a Changing World, 6t 23
  • 24. RMO Internal Stakeholders Systems Analysis and Design in a Changing World, 6t 24
  • 25. Information Gathering Techniques Interviewing users and other stakeholders  Distributing and collecting questionnaires  Reviewing inputs, outputs, and documentation  Observing and documenting business procedures  Researching vendor solutions  Collecting active user comments and suggestions  Systems Analysis and Design in a Changing World, 6t 25
  • 26. Interviewing Users and Other Stakeholders Prepare detailed questions  Meet with individuals or groups of users  Obtain and discuss answers to the questions  Document the answers  Follow up as needed in future meetings or interviews  Systems Analysis and Design in a Changing World, 6t 26
  • 27. Themes for Information Gathering Questions Systems Analysis and Design in a Changing World, 6t 27
  • 28. Preparing for Interview Systems Analysis and Design in a Changing World, 6t 28
  • 29. Interview Session Agenda Systems Analysis and Design in a Changing World, 6t 29
  • 30. Keeping an Open Items List Systems Analysis and Design in a Changing World, 6t 30
  • 31. Distribute and Collect Questionnaires Systems Analysis and Design in a Changing World, 6t 31
  • 32. Review Inputs, Outputs, and Procedures Systems Analysis and Design in a Changing World, 6t 32
  • 33. Additional Techniques  Observe and Document Business Processes    Research Vendor Solutions    Watch and learn Document with Activity diagram (next section) See what others have done for similar situations White papers, vendor literature, competitors Collect Active User Comments and Suggestions   Feedback on models and tests Users know it when the see it Systems Analysis and Design in a Changing World, 6t 33
  • 34. Documenting Workflows with Activity Diagrams Workflow– sequence of processing steps that completely handles one business transaction or customer request  Activity Diagram– describes user (or system) activities, the person who does each activity, and the sequential flow of these activities    Useful for showing a graphical model of a workflow A UML diagram Systems Analysis and Design in a Changing World, 6t 34
  • 35. Activity Diagrams Symbols Systems Analysis and Design in a Changing World, 6t 35
  • 36. Activity Diagram for RMO Order Fulfillment Systems Analysis and Design in a Changing World, 6t 36
  • 37. Activity Diagram with Concurrent Paths Systems Analysis and Design in a Changing World, 6t 37
  • 38. Summary Systems analysis activates correspond to the core SDLC process Discover and understand details  System projects originate from the information system strategic plan, which contains an technology architecture plan and an application architecture plan  The RMO CSMS Project will be used throughout the text as an example of analysis and design  Systems Analysis and Design in a Changing World, 6t 38
  • 39. Summary Systems analysis involves defining system requirements– functional and non-functional  Analysis activities include        Gather detailed information Define requirements Prioritize requirements Develop user-interface dialogs Evaluate requirements with users FURPS+ is the acronym for functional, usability, reliability, performance, and security requirements Systems Analysis and Design in a Changing World, 6t 39
  • 40. Summary Models and modeling are used to explore and document requirements  A model represents some aspect of a system, and can include textual, graphical, and mathematical models  Unified Modeling Language (UML) is the standard set of notations and terminology for information systems models  Systems Analysis and Design in a Changing World, 6t 40
  • 41. Summary Stakeholders are the people who have an interest in the success of the project  There are internal vs. external stakeholders and operational vs. executive stakeholders  Information gathering techniques are used to collect information about the project    Interviews, questionnaires, reviewing documents, observing business processes, researching vendors, comments and suggestions The UML Activity Diagram is used to document (model) workflows after collecting information Systems Analysis and Design in a Changing World, 6t 41