Objectives

After completing this milestone, you should be able to

Complete a Request for System Services form, which triggers the preliminary investigation phase.

Analyze a user interview and extract pertinent facts, which can be used to assess project feasibility.

Complete a Problem Statement Matrix documenting the problems, opportunities, or directives of the project.

Prepare and understand the structure and content, of the Project Feasibility Assessment Report.

: Prerequisites

Before starting this milestone the following topics should be covered:

1. The preliminary investigation phase Chapters 3 and 5.

T

2. Optional: project management Chapter 4.

Activities

1. To complete the Request for System Services form, use primarily the information from the case background. Make assumptions where necessary.

2. To complete the Problem Statement Matrix, use the interview with Jack Mills and the case background as your information. Make assumptions where necessary. Place yourself in the shoes of Jack Mills. Which problems do you believe have the highest visibility, and how should they be ranked? Try to determine the annual benefits. State assumptions and be prepared to justify your answers! Finally, what would be your proposed solution based on the facts you know now?

Your instructor will specify deliverable format and software to be used. Deliverables should be neatly packaged in a binder, separated with a tab divider labeled Milestone 1, and accompanied with a Milestone Evaluation Sheet.

References and Templates:

Case Background

Workbook Introduction

Transcripts of Interview with Jack Mills

Exhibit 1.1

Templates

See the online learning center website for the textbook.

User interface: please need help!! our project in user interface about College internship website, we want to answer like these pic's

the project is to help students to register and find companies that want to internship students

please need someone to solve it today

1- interview

2- matrix

Deliverables: Request for System Services: Due: Time: Problem Statement Matrix: Due: Time: ADVANCED OPTION For the advanced option, prepare a Project Feasibility Assessment Report. Use the information provided by the case background, the user interview, and the completed problem statement matrix. Be sure to include a Statement of Work and Gantt charts for the project schedules. Information on the Statement of Work and Gantt charts can be found in Chapter 4 of the SADM 7th ed. textbook. Project Feasibility Assessment Report: Due: !_!_ Time: Milestone's Point Value: Case Study ESSS. Milestone 01 Scope Definition Compatibility Mode] Word References Moving Review Sign in AS . . In Heating thing Heig Acebe Bebe Aboceb Aat BeceDe kracie dekade x TECIDE MBCOD Them wense IN Shoo Su Intense Select 11:51 SADM 5/ed - CASE STUDY 1 Milestone 1: Preliminary Investigation Page: 1-8 Jack: Kira: Good question. I envision a system that is easy to use, intuitive, with a graphical user interface. It should be accessible from every desktop in the company (and, as I said, from home using the Internet, provided that it is extremely secure). The interface should be consistent no matter what platform you are using. I have long had the idea that the interface should have a folder metaphor. In other words, if you were an employee entering the system, you would be presented with a series of folders or tabs. Each folder would consist of a certain type of information, such as emergency information, beneficiary information, deductions, and in the future benefits, training, and so on. That's a good vision. What else can you tell me? Only HR administrators and the employee's manager should be able to access the employee's information, other than the employee herself. Also, the system should contain an online company telephone book, containing phone numbers and work locations, so that every employee can easily locate and contact another employee no matter where he or she is located. This would eliminate the need for the hardcopy phone books and the labor required to maintain the micro system. The system should also allow managers to view organization structure data, meaning, the system contains information about who the employee's manager is, and other employees who report to the same manager, Very good. Do you have a budget set for the development of this new system? Jack: Kira: ollab/ui/session/playback Maps Case Study ESSA Milestone 1 Scope Definition Comantiley Mode) Word Design Mangs Vio Temely Tunes Newt12A II c t gang intense Buster Sign & She Prind Replace Select ta NO ng O tort Kira: Jack: Kira: deductions, and in the future benefits, training, and so on. That's a good vision. What else can you tell me? Only HR administrators and the employee's manager should be able to access the employee's information, other than the employee herself. Also, the system should contain an online company telephone book, containing phone numbers and work locations, so that every employee can easily locate and contact another employee no matter where he or she is located. This would eliminate the need for the hardcopy phone books and the labor required to maintain the micro system. The system should also allow managers to view organization structure data, meaning, the system contains information about who the employee's manager is, and other employees who report to the same manager. Very good. Do you have a budget set for the development of this new system? Yes, I do. The executive steering committee has allocated me a budget of $225,000 to complete this phase of the project. I don't want to put any more money into it than is absolutely necessary. I expect this budget is more than enough to get the job done. In fact, I wouldn't be surprised if it can be done for less money. Are there any timetables I should be aware of? The executive steering committee and I would like to have the first phase of this project completed in six months. The success of the overall strategic plan is dependent on us meeting that date. We will certainly see what we can do. We will know more once we have completed a detailed analysis and design, of course. Is there anything else you would like to tell me about the system? Jack: Kira: Jack: Kira: 23:23 Enited States 01:18: ..com/collab/ui/session/playback ne Maps Case Study ESS - Mlestone 01 Sepe Odinten (Computility Mode] - Word Tome you to de Horne Design Layout Mailings Tunes 12 21 30 AaBbc AaBbce ABC ABC UBICON Bocco Hat Cc Cc Cc USSCOD The New Shione She interior mense water lama Pante Pag Selce Kira: Jack: Kira: Jack: is located. This would eliminate the need for the hardcopy phone books and the labor required to maintain the micro system. The system should also allow managers to view organization structure data, meaning, the system contains information about who the employee's manager is, and other employees who report to the same manager. Very good. Do you have a budget set for the development of this new system? Yes, I do. The executive steering committee has allocated me a budget of $225,000 to complete this phase of the project. I don't want to put any more money into it than is absolutely necessary. I expect this budget is more than enough to get the job done. In fact, I wouldn't be surprised if it can be done for less money. Are there any timetables I should be aware of? The executive steering committee and I would like to have the first phase of this project completed in six months. The success of the overall strategic plan is dependent on us meeting that date. We will certainly see what we can do. We will know more once we have completed a detailed analysis and design, of course. Is there anything else you would like to tell me about the system? Yes, there are a couple more things. This company is very proud of its contributions to the communities in the way of supporting United Way charities. In fact our company president, Joe Turner, is the United Way campaign chairman this year. He has made it clear that he expects no less than 99 percent employee participation in the United Way. It is my intent that this system should support that goal by making it easier for employees to participate. Plus it should provide management a tool to review and monitor the contribution and participation levels of the employees. Last year we had 75 percent participation in the Kira: Jack: 6 EUR 01: Bb Collaborate - User Interte! + /collab/ui/session/playback *Maps Case Study 555 - Milestone 01 Scope Definition Compartily Mode) Word De Layout References Msingi Tel e what you want to de Tunes New R 12 A AB 13CD AaBbc AaBbc AaBbce I ning Heading MABOCEDEMBEN A Bocco Aat ABCDE DE CD CD MAROC TMS SE Quote mense na Pante BTU-X, X Sucea ADA SADM 5/ed - CASE STUDY 1 - Milestone 1: Preliminary Investigation Page: 1-9 Jack: And one last thing, which should be held in the utmost confidence. By the end of the year I need to reduce my organization by five administrative positions because of pending overhead reductions. The only way that is remotely feasible is if this system achieves the goal of allowing employees to maintain their own information online. I hope this stresses to you the importance of this project. By all means it does. This has been a very informative and productive meeting. I'm going to review this information and give you my report early next week. Thank you for your time today, Mr. Mills. Kira: English test 1 MILESTONE 1 - PRELIMINARY INVESTIGATION SOLUTION Request for System Services We are providing a sample Request for System Services (RSS). The students should have identified several problems and may have presented them in list format. Some may provide general descriptions of problems while others may go to the extra effort of giving concrete examples. The sample RSS we provide represents a more general description. Some students may have given more specific descriptions such as those found in the first column of the problem statement matrix. Be sure that students did not include the Time and Attendance and Payroll business functions mentioned in the case study introduction. The Employee Self-Service System (ESSS) was to be given top priority and is the scope of this project. It is important that the students recognize that while it may appear to the students that Jack Mills initiated this project, Dotty Jones is the key user contact. You might stress to the students that oftentimes user expectations are simply stated in terms of a new system that works! But some users have very specific ideas or expectations. For example, we have encountered clients who have mentioned that they envisioned (expected?) a specific software package, a certain make, model, and configuration of computer on their desk, a laser printer, and the like. The important thing is that the systems analyst should listen to understand the user's envisioned new system, without commenting, even if it seems ridiculous or premature at the time. More often than not, the analyst does learn something by asking users to express what they envision for the new system. SADM 7/ed - ESSS CASE STUDY - Milestone 1: Scope Definition Solution Page: 1-2 Problem Statement Matrix This form should be completed based on information from the case study introduction and the interview with Jack Mills. The students should try to identify problems and opportunities that were mentioned in the narrative. It is possible they might have identified different ones and stated completely different values for each of the cells. In some cases students may not have been provided with the information they needed to complete all components of the matrix. That simply reflects real life. They may not have all the answers at this point in time. Stress to the students that this matrix is a living document. As the project moves through the life cycle, more facts are obtained and knowledge of the system's problems, opportunities, scope, and other issues grows and can be refined. Finally, evaluate the students' thought processes in completing the matrix. Notice that the sample solution provided included several number 1 priorities. This is real life! Often users will stress that everything is top priority. A challenge for the systems analyst is to force the user to prioritize. The remaining cells can be completed using the student's own judgment from reading the interview. Once again, stress that this matrix is a living document. Students should realize that based on additional interviews they may need to revise this matrix to reflect new problems, opportunities, directives, and changes in their understanding of urgencies and priorities. Deliverables: Request for System Services: Due: Time: Problem Statement Matrix: Due: Time: ADVANCED OPTION For the advanced option, prepare a Project Feasibility Assessment Report. Use the information provided by the case background, the user interview, and the completed problem statement matrix. Be sure to include a Statement of Work and Gantt charts for the project schedules. Information on the Statement of Work and Gantt charts can be found in Chapter 4 of the SADM 7th ed. textbook. Project Feasibility Assessment Report: Due: !_!_ Time: Milestone's Point Value: Case Study ESSS. Milestone 01 Scope Definition Compatibility Mode] Word References Moving Review Sign in AS . . In Heating thing Heig Acebe Bebe Aboceb Aat BeceDe kracie dekade x TECIDE MBCOD Them wense IN Shoo Su Intense Select 11:51 SADM 5/ed - CASE STUDY 1 Milestone 1: Preliminary Investigation Page: 1-8 Jack: Kira: Good question. I envision a system that is easy to use, intuitive, with a graphical user interface. It should be accessible from every desktop in the company (and, as I said, from home using the Internet, provided that it is extremely secure). The interface should be consistent no matter what platform you are using. I have long had the idea that the interface should have a folder metaphor. In other words, if you were an employee entering the system, you would be presented with a series of folders or tabs. Each folder would consist of a certain type of information, such as emergency information, beneficiary information, deductions, and in the future benefits, training, and so on. That's a good vision. What else can you tell me? Only HR administrators and the employee's manager should be able to access the employee's information, other than the employee herself. Also, the system should contain an online company telephone book, containing phone numbers and work locations, so that every employee can easily locate and contact another employee no matter where he or she is located. This would eliminate the need for the hardcopy phone books and the labor required to maintain the micro system. The system should also allow managers to view organization structure data, meaning, the system contains information about who the employee's manager is, and other employees who report to the same manager, Very good. Do you have a budget set for the development of this new system? Jack: Kira: ollab/ui/session/playback Maps Case Study ESSA Milestone 1 Scope Definition Comantiley Mode) Word Design Mangs Vio Temely Tunes Newt12A II c t gang intense Buster Sign & She Prind Replace Select ta NO ng O tort Kira: Jack: Kira: deductions, and in the future benefits, training, and so on. That's a good vision. What else can you tell me? Only HR administrators and the employee's manager should be able to access the employee's information, other than the employee herself. Also, the system should contain an online company telephone book, containing phone numbers and work locations, so that every employee can easily locate and contact another employee no matter where he or she is located. This would eliminate the need for the hardcopy phone books and the labor required to maintain the micro system. The system should also allow managers to view organization structure data, meaning, the system contains information about who the employee's manager is, and other employees who report to the same manager. Very good. Do you have a budget set for the development of this new system? Yes, I do. The executive steering committee has allocated me a budget of $225,000 to complete this phase of the project. I don't want to put any more money into it than is absolutely necessary. I expect this budget is more than enough to get the job done. In fact, I wouldn't be surprised if it can be done for less money. Are there any timetables I should be aware of? The executive steering committee and I would like to have the first phase of this project completed in six months. The success of the overall strategic plan is dependent on us meeting that date. We will certainly see what we can do. We will know more once we have completed a detailed analysis and design, of course. Is there anything else you would like to tell me about the system? Jack: Kira: Jack: Kira: 23:23 Enited States 01:18: ..com/collab/ui/session/playback ne Maps Case Study ESS - Mlestone 01 Sepe Odinten (Computility Mode] - Word Tome you to de Horne Design Layout Mailings Tunes 12 21 30 AaBbc AaBbce ABC ABC UBICON Bocco Hat Cc Cc Cc USSCOD The New Shione She interior mense water lama Pante Pag Selce Kira: Jack: Kira: Jack: is located. This would eliminate the need for the hardcopy phone books and the labor required to maintain the micro system. The system should also allow managers to view organization structure data, meaning, the system contains information about who the employee's manager is, and other employees who report to the same manager. Very good. Do you have a budget set for the development of this new system? Yes, I do. The executive steering committee has allocated me a budget of $225,000 to complete this phase of the project. I don't want to put any more money into it than is absolutely necessary. I expect this budget is more than enough to get the job done. In fact, I wouldn't be surprised if it can be done for less money. Are there any timetables I should be aware of? The executive steering committee and I would like to have the first phase of this project completed in six months. The success of the overall strategic plan is dependent on us meeting that date. We will certainly see what we can do. We will know more once we have completed a detailed analysis and design, of course. Is there anything else you would like to tell me about the system? Yes, there are a couple more things. This company is very proud of its contributions to the communities in the way of supporting United Way charities. In fact our company president, Joe Turner, is the United Way campaign chairman this year. He has made it clear that he expects no less than 99 percent employee participation in the United Way. It is my intent that this system should support that goal by making it easier for employees to participate. Plus it should provide management a tool to review and monitor the contribution and participation levels of the employees. Last year we had 75 percent participation in the Kira: Jack: 6 EUR 01: Bb Collaborate - User Interte! + /collab/ui/session/playback *Maps Case Study 555 - Milestone 01 Scope Definition Compartily Mode) Word De Layout References Msingi Tel e what you want to de Tunes New R 12 A AB 13CD AaBbc AaBbc AaBbce I ning Heading MABOCEDEMBEN A Bocco Aat ABCDE DE CD CD MAROC TMS SE Quote mense na Pante BTU-X, X Sucea ADA SADM 5/ed - CASE STUDY 1 - Milestone 1: Preliminary Investigation Page: 1-9 Jack: And one last thing, which should be held in the utmost confidence. By the end of the year I need to reduce my organization by five administrative positions because of pending overhead reductions. The only way that is remotely feasible is if this system achieves the goal of allowing employees to maintain their own information online. I hope this stresses to you the importance of this project. By all means it does. This has been a very informative and productive meeting. I'm going to review this information and give you my report early next week. Thank you for your time today, Mr. Mills. Kira: English test 1 MILESTONE 1 - PRELIMINARY INVESTIGATION SOLUTION Request for System Services We are providing a sample Request for System Services (RSS). The students should have identified several problems and may have presented them in list format. Some may provide general descriptions of problems while others may go to the extra effort of giving concrete examples. The sample RSS we provide represents a more general description. Some students may have given more specific descriptions such as those found in the first column of the problem statement matrix. Be sure that students did not include the Time and Attendance and Payroll business functions mentioned in the case study introduction. The Employee Self-Service System (ESSS) was to be given top priority and is the scope of this project. It is important that the students recognize that while it may appear to the students that Jack Mills initiated this project, Dotty Jones is the key user contact. You might stress to the students that oftentimes user expectations are simply stated in terms of a new system that works! But some users have very specific ideas or expectations. For example, we have encountered clients who have mentioned that they envisioned (expected?) a specific software package, a certain make, model, and configuration of computer on their desk, a laser printer, and the like. The important thing is that the systems analyst should listen to understand the user's envisioned new system, without commenting, even if it seems ridiculous or premature at the time. More often than not, the analyst does learn something by asking users to express what they envision for the new system. SADM 7/ed - ESSS CASE STUDY - Milestone 1: Scope Definition Solution Page: 1-2 Problem Statement Matrix This form should be completed based on information from the case study introduction and the interview with Jack Mills. The students should try to identify problems and opportunities that were mentioned in the narrative. It is possible they might have identified different ones and stated completely different values for each of the cells. In some cases students may not have been provided with the information they needed to complete all components of the matrix. That simply reflects real life. They may not have all the answers at this point in time. Stress to the students that this matrix is a living document. As the project moves through the life cycle, more facts are obtained and knowledge of the system's problems, opportunities, scope, and other issues grows and can be refined. Finally, evaluate the students' thought processes in completing the matrix. Notice that the sample solution provided included several number 1 priorities. This is real life! Often users will stress that everything is top priority. A challenge for the systems analyst is to force the user to prioritize. The remaining cells can be completed using the student's own judgment from reading the interview. Once again, stress that this matrix is a living document. Students should realize that based on additional interviews they may need to revise this matrix to reflect new problems, opportunities, directives, and changes in their understanding of urgencies and priorities