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Chapter 6

Systems Development

Steps, Tools, and Techniques

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6-1 Management Information Copyright 2004


Systems for the The McGraw-Hill
MAIN MAP
KW = Knowledge Workers
KW & Roles SDLC = Systems Development Life Cycle
In SDLC

Plan
Analyze
Design
7 Phases Why Systems
Develop Fail ?
Test Of SDLC
Implement Systems
Maintain Development

Sourcing
In
Prototyping Self
Out

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6-2 Management Information Copyright 2004


Systems for the The McGraw-Hill
INTRODUCTION
Why do businesses build information systems ?
How does a business know when it is time to
replace the old information system with a new
one ?
TYPICALLY: Knowledge workers will request
new systems to help them perform their work.

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6-3 Management Information Copyright 2004


Systems for the The McGraw-Hill
INTRODUCTION

Developing of an information system may fail.


There are many factors that must be considered
and come together in order to develop a
successful information system.
The SDLC = Systems Development Life Cycle is
one approach to reduce the risk of failure.

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Systems for the The McGraw-Hill
Introduction

Systems development life


cycle (SDLC) - a structured
step-by-step approach for
developing information
systems.

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Systems for the The McGraw-Hill
INTRODUCTION

In this chapter we focus on:


Seven Phases In The Systems Development Life Cycle
Knowledge Workers and Their Roles In The Systems
Development Life Cycle
Why Systems Fail
Sourcing
In sourcing
Self sourcing
Outsourcing
Prototyping

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6-6 Management Information Copyright 2004


Systems for the The McGraw-Hill
7 PHASES OF SDLC
KW = Knowledge Workers
KW & Roles SDLC = Systems Development Life Cycle
In SDLC

Plan
Analyze
Design
7 Phases Why Systems
Develop Fail ?
Test Of SDLC
Implement Systems
Maintain Development

Sourcing
In
Prototyping Self
Out

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6-7 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC

There are literally hundreds of activities associated


with each phase of the SDLC
Such activities include:
Determining budgets
Gathering systems requirements

Documentation

Modeling

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Systems for the The McGraw-Hill
Seven Phases in the SDLC

Figure 6.2
Important Activities
in the Systems
Development Life
Cycle
page 219

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Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 1: Plan
Plan Analysis Design Develop Test Implement Maintain

Activities
Define the system to be developed.
Set the project scope.

Develop the project plan including tasks, resources,

and timeframes.

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6-10 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 1: Plan
Plan Analysis Design Develop Test Implement Maintain

Planning phase - involves determining a solid plan for


developing your information system.

The three of the most important activities involved during


the planning phase:
Identify and select the system for development
Set project scope
Develop project plan

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6-11 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 1: Plan
Plan Analysis Design Develop Test Implement Maintain

Identify and select the system for development


Key question: What systems are required to support the
strategic goals of your organization?
KW generate proposals to build new information systems when
they are having a difficult time performing their jobs.
Companies cannot develop all proposed IS, so they look into the
critical success factors.
Critical success factor (CSF) - a factor simply critical to your
organizations success.

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6-12 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 1: Plan
Plan Analysis Design Develop Test Implement Maintain

Once the system to be developed in defined, then


the project needs to be scoped.
Set project scope - clearly defines the high-level
system requirements.
It is a birds-eye-view of the project.
Project scope document - a written definition of the
project scope and is usually no longer than a paragraph.

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6-13 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 1: Plan
Plan Analysis Design Develop Test Implement Maintain

Developing a project plan is the final activity of the


planning phase.
Project plan - defines the what, when, and who
questions of system development including all activities
to be performed, the individuals, or resources, who will
perform the activities, and the time required to complete
each activity.

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6-14 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 1: Plan
Plan Analysis Design Develop Test Implement Maintain

The project plan should include:


Project milestones - represent key dates for which you need a
certain group of activities performed.
Project manager - an individual who is an expert in project
planning and management, defines and develops the project
plan and tracks the plan to ensure all key project milestones are
completed on time.

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6-15 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 2: Analysis

Plan Analysis Design Develop Test Implement Maintain

The analysis phase involves


The end users
The IT specialists

Working together
To understand and

Document

the business requirements for the system.

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6-16 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 2: Analysis

Plan Analysis Design Develop Test Implement Maintain

Gather Business requirements - the detailed set of


knowledge worker requests that the system must meet in
order to be successful.
Key activity = Gathering clearly defined business
requirements.
Gathering business requirements = investigation.

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6-17 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 2: Analysis

Plan Analysis Design Develop Test Implement Maintain

A useful way to gather system requirements is:


1. Joint application development (JAD) - knowledge workers
and IT specialists meet, sometimes for several days, to define
or review the business requirements for the system.
2. Requirements definition document prioritizes the business
requirements and places them in a formal comprehensive
document.
3. Sign-off - the knowledge workers actual signatures indicating
they approve all of the business requirements.

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6-18 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 3: Design

Plan Analysis Design Develop Test Implement Maintain

The primary goal of the design phase


Build the technical architecture required to support the
system.
This includes
Design of the technical architecture
Design system models.

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6-19 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 3: Design

Plan Analysis Design Develop Test Implement Maintain


Technical architecture
Defines the hardware, software, and telecommunications equipment
required to run the system.
The final architecture must meet you needs in terms of
Time
Cost
Technical feasibility
Flexibility

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6-20 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 3: Design

Plan Analysis Design Develop Test Implement Maintain

It is important to ensure that the final


architecture meet
Current system needs
Future system needs

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Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 3: Design

Plan Analysis Design Develop Test Implement Maintain

Modeling - the activity of drawing a graphical


representation of a design.

You model everything you build including


Reports
Programs
databases

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Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 3: Design

Plan Analysis Design Develop Test Implement Maintain

There are many different types of modeling activities


performed during the design stage
Graphical user interface (GUI)
The interface to an information system.
the ability to model the information system screens for an entire system.
Entity relationship diagram
Data flow diagram
Flowcharting

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Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 3: Design

Plan Analysis Design Develop Test Implement Maintain

Figure 6.3
Graphical User
Interface (GUI)
Screen Design
page 222

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6-24 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 4: Development

Plan Analysis Design Develop Test Implement Maintain

Development phase
Take all of your detailed design documents from the
design phase and transform them into an actual
system.

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6-25 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 4: Development

Plan Analysis Design Develop Test Implement Maintain

Activities during this phase include


Coding programs
Creating databases

Deploying the telecommunications equipment

Installing hardware and software

In other words
Build the technical architecture.
Build the database and programs.

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6-26 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 5: Test

Plan Analysis Design Develop Test Implement Maintain

Testing phase
Verifies that the system works and meets all of the
business requirements defined in the analysis phase.

Test conditions - the detailed steps the system


must perform along with the expected results of
each step.

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6-27 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 5: Test

Plan Analysis Design Develop Test Implement Maintain

Testing is critical
Must have test plans
Write the test conditions.

Perform the testing of the system.

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6-28 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 6: Implement

Plan Analysis Design Develop Test Implement Maintain

Implementation phase
Bringing the system into life by placing it in the organization

During this phase


You distribute the system to all of the knowledge workers and
they begin using the system to perform their everyday jobs.

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6-29 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 6: Implement

Plan Analysis Design Develop Test Implement Maintain

During this phase


You distribute the system to all of the knowledge
workers and they begin using the system to perform
their everyday jobs.
You create User documentation
Highlights how to use the system.
You perform training to the employees to use the
system

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6-30 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 6: Implement

Plan Analysis Design Develop Test Implement Maintain

Online training - runs over the Internet or off a


CD-ROM.

Workshop training - is held in a classroom


environment and lead by an instructor.

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6-31 Management Information Copyright 2004


Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 7: Maintain

Plan Analysis Design Develop Test Implement Maintain

Maintenance phase
Itis the final phase of the system
development effort
Monitor and support the new system to

ensure it continues to meet the business


goals.

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Systems for the The McGraw-Hill
Seven Phases in the SDLC
Phase 7: Maintain

Plan Analysis Design Develop Test Implement Maintain

Once the system is in place you need to provide


support
Build a help desk to support the system users.
Provide an environment to support system changes.

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6-33 Management Information Copyright 2004


Systems for the The McGraw-Hill
KW & ROLES IN SDLC
KW = Knowledge Workers
KW & Roles SDLC = Systems Development Life Cycle
In SDLC

Plan
Analyze
Design
7 Phases Why Systems
Develop Fail ?
Test Of SDLC
Implement Systems
Maintain Development

Sourcing
In
Prototyping Self
Out

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6-34 Management Information Copyright 2004


Systems for the The McGraw-Hill
Knowledge Workers and Their Roles in the SDLC

Your participation in the systems development


process is vitally important because you are (or
will be) a:
1. Business process expert
2. Liaison to the customer
3. Quality control analyst
4. Manager of other people

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6-35 Management Information Copyright 2004


Systems for the The McGraw-Hill
Knowledge Workers and Their Roles in the SDLC
Plan

The role KW play in the planning phase is


Define which systems are to be developed.
Define the
project scope,
project plan, and
project milestones.
Allocate individuals to work on the different
activities.

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Systems for the The McGraw-Hill
Knowledge Workers and Their Roles in the SDLC
Analysis

As a KW, you are the business process expert


This means that you are the one who knows how current processes and
current systems work
This means that you are the one who knows how things need to change
One of the primary activities is
Review all business requirements.

Its far cheaper to find an error during the planning or analysis phase
than it is to find the same error during the implementation or
maintenance phase.

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Systems for the The McGraw-Hill
Knowledge Workers and Their Roles in the SDLC
Analysis

Figure 6.5
The Cost of
Finding Errors
page 227

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Systems for the The McGraw-Hill
Knowledge Workers and Their Roles in the SDLC
Design

As a KW your role during the design phase


Decreases as a business expert and
Increases as a quality control analyst

IT specialists perform most of the activities


during the design phase.

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6-39 Management Information Copyright 2004


Systems for the The McGraw-Hill
Knowledge Workers and Their Roles in the SDLC
Develop

Your role during the development phase is to


Confirm any changes to business requirements.
Track the progress of tasks on the project plan to
ensure timely delivery of the system.

IT specialists complete many of the activities in


the development phase.

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Systems for the The McGraw-Hill
Knowledge Workers and Their Roles in the SDLC
Test

Your role in the testing phase is as a quality


assurance expert
Review the test conditions to ensure the IT specialists
have tested all of the system functionality and that
every single test condition has passed.
You perform the User acceptance testing (UAT) -
determines if the system satisfies the business
requirements and enables the knowledge workers to
perform their jobs correctly.
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6-41 Management Information Copyright 2004


Systems for the The McGraw-Hill
Knowledge Workers and Their Roles in the SDLC
Implement

During the implementation phase, your role


would be
Attend training
Help to perform training

Ensure all of the knowledge workers have the


required training in order to use the system
correctly.
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Systems for the The McGraw-Hill
Knowledge Workers and Their Roles in the SDLC
Maintain

Your primary role during the maintenance phase


is to
Ensure all of the knowledge workers have the support
they require in order to use the system.
Develop a help desk.

Develop change request forms for your users to fill

out if they require a change to the system.

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Systems for the The McGraw-Hill
Knowledge Workers and Their Roles in the
SDLC
IT Specialists and Knowledge Workers Working Together

Team Work

Your Responsibilities During


Each Phase of the
Systems Development Life Cycle
(p. 229)
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Systems for the The McGraw-Hill
WHY SYSTEMS FAIL
KW = Knowledge Workers
KW & Roles SDLC = Systems Development Life Cycle
In SDLC

Plan
Analyze
Design
7 Phases Why Systems
Develop Fail ?
Test Of SDLC
Implement Systems
Maintain Development

Sourcing
In
Prototyping Self
Out

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6-45 Management Information Copyright 2004


Systems for the The McGraw-Hill
Why Systems Fail

Only 20% of systems built today are successful, 80% of


systems development fail.

Five primary reasons why systems fail include:


1. Unclear or missing requirements
2. Skipping SDLC phases
3. Failure to manage project scope
4. Failure to manage project plan
5. Changing technology

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6-46 Management Information Copyright 2004


Systems for the The McGraw-Hill
Why Systems Fail
Unclear or Missing Requirements

The business requirements drive the entire


system.

If they are not accurate or complete there is no


way the system will be successful.

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Systems for the The McGraw-Hill
Why Systems Fail
Unclear or Missing Requirements

Gathering inaccurate requirements?


System must not allow students to add classes
System must allow students to add classes

Missing Requirement?
Forgetting to include into the system the calculation of a student
grade point average

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Systems for the The McGraw-Hill
Why Systems Fail
Skipping SDLC Phases

The first thing individuals tend to do when a


project falls behind schedule is to start skipping
phases in the SDLC.

Skipping any of the phases is sure to lead to


system failure.

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Systems for the The McGraw-Hill
Why Systems Fail
Failure To Manage Project Scope

The project manager must track the status of each


activity and adjust the project plan if a activity is added or
taking longer than expected.

What could happen in a project to this effect is


Scope creep - occurs when the scope of the project increases.
Feature creep - occurs when developers add extra features that
were not part of the initial requirements.

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6-50 Management Information Copyright 2004


Systems for the The McGraw-Hill
Why Systems Fail
Failure To Manage Project Plan

Managing the project plan is one of the biggest


challenges during systems development

Figure 6.6
Sample Project
Plan
page 231

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Systems for the The McGraw-Hill
Why Systems Fail
Failure To Manage Project Plan

The project plan is the road map you follow during the
development of the system.

Developing the initial project plan is the easy.

Managing, revising, and updating the project plan is the


hard part.

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Systems for the The McGraw-Hill
Why Systems Fail
Changing Technology

Technology changes so fast that its almost


impossible to deliver an information system
without feeling the pain of changing technology.

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6-53 Management Information Copyright 2004


Systems for the The McGraw-Hill
SOURCING
KW = Knowledge Workers
KW & Roles SDLC = Systems Development Life Cycle
In SDLC

Plan
Analyze
Design
7 Phases Why Systems
Develop Fail ?
Test Of SDLC
Implement Systems
Maintain Development

Sourcing
In
Prototyping Self
Out

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6-54 Management Information Copyright 2004


Systems for the The McGraw-Hill
Insourcing

Now that you understand the SDLC, the next


question is who will build the system?. This is
referred to as sourcing.
Insourcing: Using IT within the resources of the
organization
Selfsourcing: Using KWs
Outsourcing: Using another organization

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6-55 Management Information Copyright 2004


Systems for the The McGraw-Hill
Insourcing

Insourcing - IT specialists within your


organization will develop the system.
Insourcing is one of the most common
methods to develop a system.
Typically cheapest
Company does not have to hire contractors

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Systems for the The McGraw-Hill
Selfsourcing

Selfsourcing (also called On Your Own


knowledge worker
development or end user
development) - the
development and support of IT How Have
systems by knowledge workers You Selfsourced?
with little or no help from IT (p. 235)
specialists.

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6-57 Management Information Copyright 2004


Systems for the The McGraw-Hill
Selfsourcing > The selfsourcing process

Many parts of an IS can be created using the


smaller knowledge worker computing systems
Customizing reports
Creating macros
Interfacing a letter in word
Customer database
Other parts are more complicated such as the student
registration system

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Systems for the The McGraw-Hill
Selfsourcing > The selfsourcing process

The key activities in selfsourcing include


Plan
Analyze
Identify basic requirements
Develop initial prototype
KW reviewing
Revise and enhance the prototype
support

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Systems for the The McGraw-Hill
Selfsourcing
The Selfsourcing Process

Figure 6.7 The Selfsourcing Process and Key

Activities in Selfsourcing Back


page 233
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Systems for the The McGraw-Hill
Selfsourcing > The selfsourcing process

During the selfsourcing process you should


consider the following issues
Aligning your efforts with the organizational goals
Determining what external support you will require
Documenting the system once complete
Providing ongoing support
Advantages
Pitfalls and risks
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Systems for the The McGraw-Hill
Selfsourcing
The Advantages of Selfsourcing

Some of the advantages of selfsourcing:


Improves requirements determination.
Increases knowledge worker participation and

sense of ownership.
Increases speed of systems development.

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Systems for the The McGraw-Hill
Selfsourcing
Potential Pitfalls and Risks of Selfsourcing

Some pitfalls and risks of selfsourcing


Inadequate knowledge worker expertise leads to
inadequately developed systems.
Lack of organizational focus creates privatized IT

systems.
Insufficient analysis of design alternatives leads to subpar

IT systems.
Lack of documentation and external support leads to

short-lived systems.
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Systems for the The McGraw-Hill
Outsourcing
Developing Strategic Partnerships
Outsourcing - the
delegation of specific work
to a third party for a
specified length of time, at a
specified cost, and at a
specified level of service.

Figure 6.8
Major Forms of Outsourcing
Systems Development
page 236
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Systems for the The McGraw-Hill
Outsourcing
Developing Strategic Partnerships

IT outsourcing takes on 1 of 4 forms:


1. Purchasing existing software.
2. Purchasing existing software and pay the publisher to make
certain modifications.
3. Purchasing existing software and pay the publisher for the right
to make modifications yourself.
4. Outsourcing the development of an entirely new and unique
system for which no software exists.

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Systems for the The McGraw-Hill
Outsourcing
Developing Strategic Partnerships

Team Work

How Many Outsourcing


Companies Are There?
(p. 238)

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Systems for the The McGraw-Hill
Outsourcing
The Outsourcing Process

Steps of the outsourcing process


1. Plan
2. Define project scope
3. Select a target system
4. Establish logical requirements

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Systems for the The McGraw-Hill
Outsourcing
The Outsourcing Process

5. Develop a request for proposal


Request for proposal (RFP) - a formal document that describes in
detail your logical requirements for a proposed system and invites
outsourcing organizations to submit bids for its development.
6. Evaluate request for proposal returns and choose a vendor
7. Test and accept solution
8. Monitor and reevaluate

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Systems for the The McGraw-Hill
Outsourcing
The Outsourcing Process

Figure 6.7 The Outsourcing Process


page 237
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Systems for the The McGraw-Hill
Outsourcing
The Advantages and Disadvantages of Outsourcing

Advantages of outsourcing include:


Focus on unique core competencies.
Exploit the intellect of another organization.

Better predict future costs.

Acquire leading-edge technology.

Reduce costs.

Improve performance accountability.

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6-70 Management Information Copyright 2004


Systems for the The McGraw-Hill
Outsourcing
The Advantages and Disadvantages of Outsourcing

Disadvantages of outsourcing include:


Reduces technical know-how for future innovation.
Reduces degree of control.

Increases vulnerability of strategic information.

Increases dependency on other organizations.

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6-71 Management Information Copyright 2004


Systems for the The McGraw-Hill
Outsourcing
The Advantages and Disadvantages of Outsourcing

On Your Own

An RFP and the SDLC


(p. 241)

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6-72 Management Information Copyright 2004


Systems for the The McGraw-Hill
PROTOTYPING
KW = Knowledge Workers
KW & Roles SDLC = Systems Development Life Cycle
In SDLC

Plan
Analyze
Design
7 Phases Why Systems
Develop Fail ?
Test Of SDLC
Implement Systems
Maintain Development

Sourcing
In
Prototyping Self
Out

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6-73 Management Information Copyright 2004


Systems for the The McGraw-Hill
Prototyping

Prototyping - the process of building a model


that demonstrates the features of a proposed
product, service, or system.

Prototype - a model of a proposed product,


service, or system.

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6-74 Management Information Copyright 2004


Systems for the The McGraw-Hill
Prototyping

Prototyping can be used to perform a variety of


functions
Gathering requirements
Helping determine requirements
Proof-of-concept prototype - used to prove the technical
feasibility of a proposed system.
Selling prototype - used to convince people of the worth of a
proposed system.

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6-75 Management Information Copyright 2004


Systems for the The McGraw-Hill
Prototyping
The Prototyping Process

The prototyping process involves four steps:


1. Identify basic requirements
2. Develop initial prototype
3. Knowledge worker review
4. Revise and enhance the prototype

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Systems for the The McGraw-Hill
Prototyping
The Prototyping Process

Figure 6.11
Prototyping Steps for
Insourcing and
Selfsourcing
page 245

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Systems for the The McGraw-Hill
Prototyping
The Advantages of Prototyping

The advantages of prototyping include


Encourages active knowledge worker participation.
Helps resolve discrepancies among knowledge
workers.
Gives knowledge workers a feel for the final
system.
Helps determine technical feasibility.
Helps sell the idea of a proposed system.

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6-78 Management Information Copyright 2004


Systems for the The McGraw-Hill
Prototyping
The Disadvantages of Prototyping

The disadvantages of prototyping may include


Leads people to believe the final system will follow shortly.
Gives no indication of performance under operational
conditions.
Leads the project team to forgo proper testing and
documentation.

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6-79 Management Information Copyright 2004


Systems for the The McGraw-Hill
Closing Case Study One
Some Prototypes Hit, Some Miss, and Some We Are Just Not Sure About

There are many hilarious prototypes that failed


such as garlic cake and toaster eggs.

How can prototyping help you develop a


successful system?

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Systems for the The McGraw-Hill
Closing Case Study Two
Als Barbeque Restaurant

Automating a manual business is an extremely


difficult task.

How can the systems development life cycle


help you implement a new system?

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6-81 Management Information Copyright 2004


Systems for the The McGraw-Hill
Summary
Student Learning Outcomes

1. List the seven steps in the systems


development life cycle and an associated
activity for each step.
2. List four reasons why your participation during
the systems development life cycle is critical.
3. Describe three reasons why projects fail.

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6-82 Management Information Copyright 2004


Systems for the The McGraw-Hill
Summary
Student Learning Outcomes

4. Define the three different ways you can staff a


system development project.
5. List two advantages of selfsourcing.
6. Describe prototyping and profile an example of
a prototype.
7. Describe the advantages of prototyping.

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6-83 Management Information Copyright 2004


Systems for the The McGraw-Hill
Summary
Assignments & Exercises

1. SDLC and the real world


2. How creative are you?
3. Request for proposal
4. Understanding insourcing
5. Managing the project plan
6. Why prototype?
7. Business requirements
8. Why projects fail
9. Construction and the SDLC

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6-84 Management Information Copyright 2004


Systems for the The McGraw-Hill
Visit the Web to Learn More
www.mcgrawhill.ca/college/haag
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Project planning and project management

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6-85 Management Information Copyright 2004


Systems for the The McGraw-Hill

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