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ICAA5151B GATHER DATA TO IDENTIFY BUSINESS REQUIREMENTS

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Page 1: ICAA5151B GATHER DATA TO IDENTIFY BUSINESS REQUIREMENTS

I C A A 5 1 5 1 B

GATHER DATA TO IDENTIFY BUSINESS REQUIREMENTS

Page 2: ICAA5151B GATHER DATA TO IDENTIFY BUSINESS REQUIREMENTS

INTRO

Ever been stopped on the street by a market researcher?Firstly there’s a screening question to make sure you fit the target profile and then come the questions.

Businesses do much the same with their employees:- Extract information with a view to improving organisational performance.

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THIS UNIT

Provides information and activities to enable you to gain the skills required to identify the needs of a business or a business process and quantify those needs into technical requirements that will enable the business or process to meet expectations.

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THE 4 TOPICS COVERED ARE ….

• Identify key information sources

• Gather data through formal processes

• Ensure analysis is accurate and complete

• Submit analysis and gain agreement

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1. IDENTIFY KEY INFORMATION SOURCES

1. identify information repositories across the business

2. review current organisational documentation

3. develop critical questions to elicit information from key stakeholders using a mixture of open and closed questions

4. ensure information gathering techniques use a quality assurance methodology and meet budgetary constraints

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1. IDENTIFY KEY INFORMATION SOURCES

What is the relationship between

• Data• Information • Knowledge

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1. IDENTIFY KEY INFORMATION SOURCES

Searching for information and data

When gathering data to identify business requirements, you will find a wide variety of sources.

Name some?

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1. IDENTIFY KEY INFORMATION SOURCES

CATEGORIES OF DATA

Quantitative vs Qualitative Data

Quantitative can be measured: Performance reports, data capture forms, numeric results from surveys and statistical research. It can be analysed mathematically.

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1. IDENTIFY KEY INFORMATION SOURCES

CATEGORIES OF DATA

Quantitative vs Qualitative Data

Qualitative is a record of thoughts, observations, opinions or words:

It comes from asking open-ended questions to which answers are not limited by a set of choices or scale.

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1. IDENTIFY KEY INFORMATION SOURCES

Information sources may come from internal or external sources.

Internal examples: employees, annual reports, sales figures

External examples: statistical information (Australian Bureau of Statistics), standards, or research from outside an organisation

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1. IDENTIFY KEY INFORMATION SOURCES

Documents vs People

There are often a lot of documents available, which means that an analyst must read extensively to gain limited information.On the other hand, people are also a source of information. An individual is a wonderful source of information that can respond dynamically to questions and stimuli. 

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1. IDENTIFY KEY INFORMATION SOURCES

Question 1:How would you categorise an interview with the project sponsor?1. Quantitative; internal; people2. Qualitative; internal; people3. Qualitative; external; people4. Quantitative; internal; document5. Qualitative; internal; documentQuestion 2:How would you categorize: A memo to the IT department?6. Quantitative; internal; people7. Qualitative; internal; people8. Qualitative; external; people9. Quantitative; internal; document10. Qualitative; internal; documentQuestion 3:How would you categorize: A report on the number of errors logged at the helpdesk?11. Quantitative; internal; people12. Qualitative; internal; people13. Qualitative; external; people14. Quantitative; internal; document15. Qualitative; internal; document

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1. IDENTIFY KEY INFORMATION SOURCES

RESEARCH TASK

Download TimesThis activity is intended to help you qualify the quality of information sources.Answer the following questions. 1. How long will users wait for web pages to

download?2. What is the URL for the source you quoted?3. Can you trust the source you quoted? Why/Why

not?

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1. IDENTIFY KEY INFORMATION SOURCES

The Australian Bureau of Statistics

• The Australian Bureau of Statistics (ABS) is a source of information. It also provides reference material on research and survey methodologies.

• There is a lot of information available at the Australian Bureau of Statistics (ABS) website. (http://www.abs.gov.au/)

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1. IDENTIFY KEY INFORMATION SOURCES

SAMPLINGWhen determining requirements, it is likely that you will have to collect information from a number of people. If the organisation is small, you may choose to collect information from all people - this is called a census. Alternatively, you may choose to collect information from only nominated specialists. This is known as judgement sampling or convenience sampling. Not all organisations are small and localised: consider determining requirements for an organisation with over 2000 computer users spread across 4 continents. In this situation, it is prudent to survey a sample of users. Two commonly used sampling techniques are randomisation and systematic sampling.

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1. IDENTIFY KEY INFORMATION SOURCES

Randomisation is a sampling technique characterised as having no predetermined pattern or plan for selecting sample data.http://www.randomizer.org/form.htm

Systematic sampling is a technique that attempts to reduce the variance of the estimates by spreading out the sampling. One example would be choosing documents or records by formula which avoids very high or low estimates.

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1. IDENTIFY KEY INFORMATION SOURCES

SAMPLING BLUNDERSSee doc on network

RANDOM SAMPLINGSee doc on network

SYSTEMATIC SAMPLINGSee doc on network

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1. IDENTIFY KEY INFORMATION SOURCES

The Australian Bureau of StatisticsThe Australian Bureau of Statistics (ABS) is a source of information. It also provides reference material on research and survey methodologies. You can visit ABS at http://www.abs.gov.au/.This activity is intended to help you classify and understand terms.Read pages 1-9 of Statistics - A powerful edge from the ABS and find the definition of data, information and statistics.

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1. IDENTIFY KEY INFORMATION SOURCES

Advantages and Disadvantages of Surveys

Read paper page 16 of of Statistics - A powerful edge! from the ABS website and answer the following:

1. One advantage of a ___________ is accuracy.2. _______________  is a disadvantage of a census.3. Speed is an advantage of a sample  ________ .

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1. IDENTIFY KEY INFORMATION SOURCES

ASSESS METHODS• Data Gathering Methods & Budget Constraints

• Each method has its pros and cons• The project in which you are involved - as well as the

project budget - will influence the blend of data gathering methods that you use.

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1. IDENTIFY KEY INFORMATION SOURCES

The METHODS for information gathering are

• Research• Questionnaires (good for large groups, low cost)• Interviews (most common)• Workshops• Observation

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1. IDENTIFY KEY INFORMATION SOURCES

RESEARCHReviewing documentsReviewing documents is the process of searching, finding and extracting information from documents If you are developing a website with e-commerce facilities, it may be worthwhile reviewing customer order forms and documents identifying sales processes and procedures. If you are interested in identifying the number of items per order or the number of incorrect orders received from customers, you may need to sample records kept by the organisation.

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1. IDENTIFY KEY INFORMATION SOURCES

Management To establish objectives, boundaries, constraints, policies, information requirements, involvement in the project, potential problems

Clerical/operational staff To establish actual procedures carried out, documents used, volume of work, job satisfaction, morale.

Statements of company policy including mission statements

Gather information on overall objectives and likely changes

Administrative procedure manuals

QA documents, instruction and procedure manuals which provide a statement of the way in which tasks are supposed to be performed.

Document blanks or data entry forms

These are forms that are filled in and passed between departments or stored for reference. This gives the analyst an indication of the formal data flows and data stores.

Completed documents or data entry forms

These are forms that have been filled in and passed between departments or stored for reference. These give the analyst an indication of the 'actual' data that is currently required.

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1. IDENTIFY KEY INFORMATION SOURCES

Training manuals To identify processes and procedures.

Sales and promotional literature

To identify products; company image; marketing style; target market.

Job descriptions and specifications

These should define the responsibilities of personnel.

Reports for decision making

Reports may include: sales; inventory; production; costing.

Performance reports Identify gaps between actual performance and intended performance

Intranet and website Examine for metaphors, design features (such as colour). The intranet will be a valuable resource that can be searched for electronic copies of documents

Memos and letters May provide background for your problem statement and ultimate solution.

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1. IDENTIFY KEY INFORMATION SOURCES

RESEARCHSampling Documents

Sampling documents is the process of collecting representative samples of forms, records and other documents in order to ascertain an implied consistency for the total population. Two commonly used sampling techniques are randomisation and stratification.

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1. IDENTIFY KEY INFORMATION SOURCES

RESEARCH• Randomisation is a sampling technique

characterised as having no predetermined pattern or plan for selecting sample documents.

• Stratification is a systematic sampling technique that attempts to reduce the variance of estimates by equally dispersing the sample selection within a given population - that is, choosing documents or records by formula.

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1. IDENTIFY KEY INFORMATION SOURCES

Student population = 3000

sample size 5% = 150 student enrolments

Course Student enrolments Sample size

Law and Justice 200 10

Management Studies 800 40

IT Studies 1500 75

Engineering 500 25

Totals 3000 150

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1. IDENTIFY KEY INFORMATION SOURCES

INTERVIEWS

• An interview is a planned meeting during which you obtain information from another person. The personal interview is often the preferred information gathering technique when developing business and user requirements.

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1. IDENTIFY KEY INFORMATION SOURCES

INTERVIEWS1. Determining the people to interview2. Establishing objectives for the interview3. Developing the interview questions4. Preparing for the interview5. Conducting the interview6. Documenting the interview7. Evaluating the interview

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1. IDENTIFY KEY INFORMATION SOURCES

OBSERVATIONObservation is a technique that enables the analyst to view how processes and activities are being done in the context of the business. This additional perspective can give a better understanding of system procedures. It is sometimes worthwhile to read procedure manuals to find out how things should be done. Then interview people to find out how they believe it IS being done. Finally, observe processes to find out how it is actually being done.A note of caution: observation may induce a phenomenon known as the Hawthorne Effect – an increase in productivity when workers knew they were being observed.

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1. IDENTIFY KEY INFORMATION SOURCES

WORKSHOPS

There are two main types of workshops that we are interested in as information gatherers:

1. Joint Application Design (JAD) - or Joint Requirements Planning (JRP)

2. Brainstorming

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1. IDENTIFY KEY INFORMATION SOURCES

Joint Application Design (JAD) was developed by IBM in the late 1970s. It is a requirements determination method that brings together business and IT professionals in a structured workshop to determine and discuss system requirements. JAD is discussed further on the IBM website and in many other websites and textbooks.

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1. IDENTIFY KEY INFORMATION SOURCES

Brainstorming

Brainstorming is a workshop or meeting where ideas are expressed and captured for later consideration. The three common rules of brainstorming are:• Be spontaneous. Call out ideas as they occur. • No criticism, analysis, or evaluation is permitted while the

ideas are being generated. Any idea may be useful, if only to generate another idea.

• Focus on the quantity of ideas, rather than the quality of the ideas.

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1. IDENTIFY KEY INFORMATION SOURCES

QUESTIONNAIRES

Questionnaires are sometimes called surveys. A questionnaire involves questions written onto a form. The respondent provides their response in the form.Two common formats for questionnaires are free-format and fixed-format. A single questionnaire often includes both formats.• Free-format questionnaires offer the respondent greater

latitude in their answer. A question is asked, and the respondent records the answer in the space provided after the question. AKA?

• Fixed-format questionnaires contain questions that require the selection of predefined responses from individuals.

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1. IDENTIFY KEY INFORMATION SOURCES

Topic 1 Summaryyou have identified the difference between data, information and knowledge. You are aware that there are different sources of information. These include internal or external, documents or people and the data you collect may be qualitative or quantitative data. When selecting samples, you may choose a census, a judgment sample/convenience sample, randomised sample or a systematic sample. From each of the nominated information sources you can expect to get a variety of information.

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COLLECTING & DEALING WITH DATA

SAMPLINGGenerally, for sampling, a good number to sample is the square root of the total number.

n = √N where N is the total

So if there are a 100 people to sample the √N = 10

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COLLECTING & DEALING WITH DATA

GENERATING RANDOM NUMBERSwith a spreadsheet

1. In cell A1 enter the formula =INT(RAND()*100+1)2. Use the Fill Down function to copy this down to A50

This formula generates a random decimal number between 0 and 1, multiplies the result by 100 and adds 1. Only the whole number part is considered.

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STATISTICES

Paste the values of the result of your randomiser and use the spreadsheet statistical functions to calculate the

AverageCountMode

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COLLECTING & DEALING WITH DATA

STRATIFIED RANDOM SAMPLING

This type of sampling splits the population into categories called strata.Opinions expressed by people from the same stratum may be similar to each other but may differ from opinions from other strata.The sample size from each strata should be proportional to the stratum size as compared to the population size.

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STRATA

Student population = 3000

sample size 10% = 300 student enrolments

Course Student enrolments Sample size

Law and Justice 200

Management Studies 800

IT Studies 1500

Engineering 500

Totals 3000 300

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CHARTING OR GRAPHING

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CHARTING OR GRAPHING

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A MULTIPLE OR CLUSTERED COLUMN GRAPH

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PIE CHART

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GATHER DATA THROUGH FORMAL PROCESSES

Now that you know about identifying key information sources, you gather data through formal processes within an information technology environment.In this topic you will learn how to:• conduct information gathering workshops and

interviews to gather data• review reports and other data sources for relevant

business information• confirm business-critical factors relating to current and

future directions of the organisation with stakeholders• analyse group and individual responses to clearly

define business priorities

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GATHER DATA THROUGH FORMAL PROCESSES

PROBLEM / OPPORTUNITY STATEMENTS

In order to implement data–gathering techniques, you will need to identify one of the following:• the problem that has to

be solved• the opportunity that has

to be realised.

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GATHER DATA THROUGH FORMAL PROCESSES

Once the problem or opportunity has been identified, it should be documented. This can then be included in a Business Requirements Report under the heading ‘Problem Statement’ or ‘Opportunity Statement’.

• Problem Statements may use key words like cannot, will not and unable to.

• Opportunity Statements may use key words like would like to, leverage and evolve toward.

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The following is an example of a Problem Statement:• The XXX Company cannot efficiently update

records to their database.

The following is an Opportunity Statement:• The XXX Company would like to increase sales

through an e–commerce website.

The problem or opportunity statement is usually ascertained from business owners or project sponsors. It is a high–level statement that concisely captures the problem or opportunity.

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Details associated with the problem or opportunity are documented in the functional requirements. These are sometimes called the business requirements.

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EXERCISE – Develop a Problem Statement from this:

Interview Transcript with a Finance Officer of a Training InstituteWe have been given some information; however, we need to clarify some issues in order to develop a Business Requirements Report.

Q. To clarify the issue, what do you see as the main problem that you need to resolve?I can't record the purchase price of PCs and where they are presently located.Q. Can we explore this further? Is it the current value of the system or the purchase price that you want to retain?We want a system so we can record PCs at their original purchase price and the date of the asset purchase. A method of depreciation and the current depreciated price might be good to keep, but let’s look at this in an enhancement to the system.Q. How do you want us to identify the location of the PC?The system must identify PC locations by room number and campus.Q. Where do you get PC values from, and how do you know that they are correct?The PC values are recorded on supplier orders and supplier invoices. The new system must source PC prices from supplier invoices. It would be nice if the new system could reconcile differences in pricing between orders and invoices.

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BLOOM’S TAXONOMY

Benjamin Bloom, an American educational psychologist, developed a system for organising and categorising thinking skills in a hierarchical order from lower to higher level, with the higher levels including all of the cognitive skills from the lower levels. The categorisation is often referred to as ‘Bloom’s Taxonomy’.

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MGMT PYRAMID

Incr

easi

ng

diffi

cult

y

BLOOM’S TAXONOMY

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MANAGEMENT LEVELS IN AN ORGANISATION

senior management

middle management

operational management

production, clerical and non-management employees

Strategicdecisions

tactical decisions

operational decisions

On-the-job

decisions

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TYPES OF INFORMATION SYSTEMS

Office systemsApplications for administrative tasks that occur. Aka productivity software – word processing, desktop publishing, spreadsheet, database presentation graphics, web browsers, e-mail. Transaction Processing SystemsTPS process data generated by the day-to-day transactions of an organisation. Billing systems, inventory control systems, accounts payables and order entry systems

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TYPES OF INFORMATION SYSTEMS

Management Information SystemsThese evolved as managers realised that computer processing could be used for more than just day-to-day transaction processing and that the power of rapid calculations and data comparisons could be used to produce meaningful information for management. MIS are integrated with the TPS and the focus is on information that management needs to see fast or slow-selling products, customers with past-due account balances, inventory that needs re-ordering. Etc.

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TYPES OF INFORMATION SYSTEMS

Decision Support SystemsThese summarise or compare data from internal and external sources or both. Internal = sales, manufacturing, financial data. External = interest rates, population trends, new housing construction, raw material pricing

A DSS can manipulate data to help with decision making. Like “what-if” querying.

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TYPES OF INFORMATION SYSTEMS

Expert SystemsAlso known as knowledge system, these simulate human experts’ reasoning and decision-making processes. For example the Ford Motor company has implemented a system to help its dealers diagnose engine repair problems. Previously, when they encountered a problem they could not sole, they would call Michigan to talk to experts. Now they access a nationwide computer system that duplicates the experts’ reasoning to troubleshoot a problem….. Expert systems are associated with AI – Artificial Intelligence.

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1. Knowledge – Gathering Information

2. Comprehension – Confirming or

understanding

3. Application – Making use of knowledge

4. Analysis – Taking apart

5. Synthesis – Putting together

6. Evaluation – Judging the outcome

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Knowledge

Exhibit memory of previously-learned materials by recalling facts, terms, basic concepts and answers. Knowledge of ways and means of dealing with specifics. Questions like: What are the health benefits of eating apples?

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Understanding or Comprehension

Demonstrative understanding of facts and ideas by organizing, comparing, giving descriptions, and stating main ideas

Questions like: Compare the health benefits of eating apples vs. oranges.

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Application

Using new knowledge. Solve problems to new situations by applying acquired knowledge, facts, techniques and rules in a different way

Questions like: Which kinds of apples are best for baking a pie, and why?

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ANALYSISExamine and break information into parts by identifying motives or causes. Make inferences and find evidence to support generalizations. • Analyse relationships

Questions like: List four ways of serving foods made with apples and explain which ones have the highest health benefits. Provide references to support your statements.

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SYNTHESISCompile information together in a different way by combining elements in a new pattern or proposing alternative solutions. Production of a plan, or proposed set of operations.

Questions like: Convert an "unhealthy" recipe for apple pie to a "healthy" recipe by replacing your choice of ingredients. Explain the health benefits of using the ingredients you chose vs. the original ones.

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EVALUATION

Present and defend opinions by making judgments about information, validity of ideas or quality of work based on a set of criteria. Judgments in terms of internal evidence.Judgments in terms of external criteria.

Questions like: Do you feel that serving apple pie for an after school snack for children is healthy? Why or why not?

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OPEN AND CLOSED QUESTIONS

Question 1:What size is your PC monitor?Question 2:Are you well today?Question 3:Why do you use this form?Question 4:What would you do with the new information you collect?Question 5:Why?Question 6:How do you rate your satisfaction with the system?

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The ultimate open-ended questions

“Now, have we missed anything?” 

or 

“Is there anything else you would like to say?”

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OPEN QUESTIONS

There are some disadvantages to open questions, which could include the following:1. trying to summarise the data into a concise form

may be difficult2. it takes a lot longer to collect information3. ambiguities need to be recognised and expanded

upon4. open questions require more psychological effort on

behalf of the respondent, and the respondent may answer in a haphazard manner.

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BIAS, SENSITIVITY AND PLASTICITY

Bias elicits a desired result.

Sensitivity stirs emotion.

Plasticity is the wording and arrangement of questions in order to mould a desired answer.

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EXAMPLES of BIAS

Are you in favour of educational institutions requiring that all lecturers join a union, thus raising educational costs?

Is your life worth insuring?

You don’t like this pair of jeans, do you?

Don’t you agree that the new rule is a problem?

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SENSITIVITY

Do you think the US was right or wrong in sending American troops to stop the Communist Invasion of South Korea ?

Do you think the US made a mistake in deciding to defend Korea, or not?

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PLASTICITY

Order Question Result 1 Result 2A Do you think a Communist country

like Russia should let American newspaper reporters come in and send back to America the news as they see it?

82% Yes 64% Yes

B Do you think the United States should let Communist newspaper reporters from other countries come in and send back to their papers the news as they see it?

75% Yes 55% Yes

When the above questions were ordered A–B, Result 1 was obtained. However, when the question order was B–A, Result 2 was obtained.

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2 SIMILAR SURVEYS - 2 DIFFERENT RESPONSES

"Mr. Woolley, are you worried about the rise in crime among teenagers?" "Yes"

"Do you think there is lack of discipline and vigorous training in our Comprehensive Schools?" "Yes"

"Do you think young people welcome some structure and leadership in their lives?" "Yes"

"Do they respond to a challenge?" "Yes"

"Might you be in favour of reintroducing National Service?" "Yes"

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SURVEY 2  "Mr. Woolley are you worried about the danger of war?" "Yes"

"Are you unhappy about the growth of armaments?" "Yes"

"Do you think there's a danger in giving young people guns and teaching them how to kill?" "Yes"

"Do you think it’s wrong to force people to take up arms against their will?" "Yes"

"Would you oppose the reintroduction of National Service?" "Yes"

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FUNCTIONAL REQUIREMENTS

Once the problem has been identified, the next step is to do the following: • Understand the problem, including the cause and

effect • Understand any constraints that may limit the

solution.

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What are functional requirements?

“A functional requirement is a function or feature that must be included in an information system in order to satisfy the business need and be acceptable to the users

Functional Requirements are actions, therefore a verb(s) should be included in the statement. .”

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• The system must associate non–stock purchases of raw materials to a specified customer order.

• The system must associate design work as well as production work to customer special orders.

• The system may track the completion status of customer special orders.

• The system must provide a users’ guide for products.

• The system must capture customer details online. • The system may have password protection for a

members’ only section.

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NON–FUNCTIONAL REQUIREMENTS

“A non–functional requirement is a description of the features, characteristics, and attributes of the system as well as any constraints that may limit the boundaries of the proposed solution” Some authors use the term “constraints” to identify non–functional requirements.Note: Non–functional requirements are less important to the Business Requirements report – but highly important to the Technical Requirements report. It is important to understand the difference between functional and non–functional requirements.

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NON-FUNCTIONAL REQUIREMENTSRequirement type

Explanation

Performance

Performance requirements represent the performance the system is required to exhibit to meet the needs of users. What is the maximum download time for web pages? What is the acceptable throughput rate? What is the required response time?

Information

Information requirements represent the information that is pertinent to the users in terms of content, timeliness, accuracy and format. What are the necessary inputs and outputs? When must they happen? Where is the required data to be stored? How current must the information be? What are the interfaces to the external systems?

Economy

Economy requirements represent the need for the system to reduce costs or increase profits. What are the areas of the system where costs may be reduced? How much cost should be reduced or profits should be increased? What are the budgetary limits? What is the timetable for development?

Control (and Security)

Control requirements represent the environment in which the system must operate, as well as the type and degree of security that must be provided. Must access to the system or information be controlled? What are the privacy requirements? Does the criticality of the data necessitate the need for special handling (backups, off–site storage, etc) of the data?

EfficiencyEfficiency requirements represent the system’s ability to produce outputs with minimal waste. Are there duplicate steps in the process that must be eliminated? Are there ways to reduce waste in the way the system uses its resources?

Service

Service requirements represent needs in order for the system to be reliable, flexible and expandable. Who will use the system and where are they located? Will there be different types of users? What are the appropriate human factors? What training devices and training materials are to be included in the system? What training devices and training materials are to be developed and maintained separately from the system, such as stand–alone computer–based training (CBT) programs or databases? What are the reliability/availability requirements? How should the system be packaged and distributed? What documentation is required?

Source: Whitten, J., Bentley, L., Dittman, K. (2001). System Analysis and Design Methods, Sydney, McGraw–Hill Irwin. Page 216

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GATHER DATA THROUGH FORMAL PROCESSES

Non–functional requirements are often associated with the technical requirements of a system – therefore the non–functional requirements may be part of the Technical Requirements Report rather than the Business Requirements Report.

Your organisation or client will often specify the format and content of the required report.

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GATHER DATA THROUGH FORMAL PROCESSES

In this section, you have looked at functional requirements which should appear in the Business Requirements Report.

Functional requirements are sometimes known as business requirements, and non–functional requirements are sometimes known as constraints.

Constraints may limit the project or solution.

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GATHER DATA THROUGH FORMAL PROCESSES

SummaryIn this 2nd topic you have identified that a problem statement or opportunity statement needs to be defined at the beginning of the project. You then use data–gathering techniques to understand the problem, including the cause and effects, as well as identifying constraints that may limit the project or solution. Problem/opportunity statements and functional requirements should all appear in the Business Requirements Report.

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ANALYSIS IS ACCURATE & COMPLETE

In this topic you will learn how to:• analyse and evaluate information gathered for

accuracy and consistency• document conflicts in information gathered• resolve conflicts in information or points of view

with stakeholders.

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ANALYSIS IS ACCURATE & COMPLETE

Broadly speaking you analyse data as you collect it or when it has been collected.

The 28000 surveyed and what they said.

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ORGANISING AND SUMMARISINGOnce you have classified data into meaningful categories, it should be documented in tables and summarised in a paragraph. Often data in tables can be visually represented through the use of charts. You need to carefully select the type of chart to match your data. Read pages 103 - 127 of the Australian Bureau of Statistic’s Statistics – A Powerful Edge!  to get a better understanding of graph types.

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CONSIDER THE FOLLOWING SCENARIO:-You have been asked by your manager to collect data from a survey about your company’s intranet. You and your manager feel that the site needs an upgrade, but you need evidence to support this view.Your task is to analyse the data and present the findings in a clear format to support your view.Select a method that shows the results of the survey, which are listed below:• 78% use the site regularly.• 65% find it easy to navigate.• 36% believe it should be upgraded.• 40% believe it needs more multimedia.• 55% have had technically problems with the site over the last 12 months.• 74% stated that the intranet is crucial to their daily business.• 31% stated that the colours used in the site were poor.• 15% stated that they still use paper manuals and avoid the site.

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ANALYSIS IS ACCURATE & COMPLETE

What data would you highlight?

What data would you possibly omit?

How would you present the data in your report and/or your presentation?

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PRIORITISING REQUIREMENTS

Categorising your data is the first stage of analysing it.Our particular interest is in business requirements so therefore we will rank them (aka functional requirements).Consider a website. Are each of the listed requirements A(pto) of equal importance?

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ANALYSIS IS ACCURATE & COMPLETE

System requirements• conduct transactions over the Internet• display products on screen• provide an animation of the production process• display a privacy policy• link Internet sales to the inventory system• display a returns policy• enable a "contact us" facility• enable customers to check delivery and production status• provide "about us" information• display customer satisfaction testimonies• provide a user's guide for products• capture customer details online• have password protection for a "members only" section• display correct pricing - especially for customers with discounts• describe products• accept multiple payment methods.

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ANALYSIS IS ACCURATE & COMPLETE

A little caution needs to be taken when collating and analysing the results of a ranked list. You need to consider who responded to the request and their importance within the organisation. For example, if the distribution list included five from sales and marketing yet only one from finance, the results may skew toward sales. As another example, the business owner may want their response to be weighted three times the strength of their management team.

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ANALYSIS IS ACCURATE & COMPLETE

Absolute ranking is important, but relative ranking is also important. To use the example above, where there are 16 items listed, it should not be inferred that the item on the top of the list is 16 times more important than the item on the bottom of the list. Perhaps the item on the bottom of the list is only 50% less important. For this reason, a relative importance should be allocated to the requirement. A scale of 5-10 is frequently used when allocating the relevant importance of a business requirement. The reason for a relative scale becomes apparent next: "Capability Analysis".

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Business Requirement (Functional Requirement)

Importance Rating

Absolute (1-16) Relative (5-10)

The system must display products on screen.

16 10

Requirements 15 - 2 n

The system must enable customers to check delivery and production status.

1 5

The table below provides an example of relative and absolute rating,where the higher the number the more important the requirement is.

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ANALYSIS IS ACCURATE & COMPLETE

CONSIDERING AVAILABLE RESOURCESOnce you have ranked and rated the requirements by importance, you have completed the second analysis stage. By now you should have a list of business requirements (functional requirements), and you should know how important they are to the organisation.Question:Should we implement all of them?Answer:"All things are possible given enough time and money."The answer to these questions requires the application of the third stage of analysis: CAPABILITY ANALYSIS

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CAPABILITY ANALYSIS

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ANALYSIS IS ACCURATE & COMPLETE

CAPABILITY ANALYSIS In order to estimate the ease of realisation, you need to know the following:• your capability • the capability of your client • the capability of your organisation • the capability of any other

organisations that you may incorporate into the project

• the capability of the tools that will be used to develop the solution for the client.

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Often a specialist or project manager who has experience in the field will rate the ease of realisation for a given business requirement. A simple method of applying capability to business requirements is to simply rate the ease of realisation between 5 and 10, where 10 is the easiest and 5 is the hardest. Once you have the ease of implementation, multiply it by the relative importance of the requirement.

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Business Requirement (Functional Requirement)

Importance Rating Ease of Realisation

Final Rating

Absolute 1-16

Relative 5-10

Relative 5-10

The system must display products on screen

16 10 8 80

Requirements 15 - 2   n n n x n

The system must enable customers to check delivery and production status

1 5 5.5 27.5

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ANALYSIS IS ACCURATE & COMPLETE

There are various methods and software that can be used to assist in the identification of capability.When the solution is to be developed by a consulting firm, the capability resides with the consultant. A tool that can be used in the negotiation phases of the contract as well as the requirements determination phase is EasyWinWin. This software package has been designed for online workshop participants; when using the software, the team will be collecting and analysing data at the same time. http://csse.usc.edu/csse/research/easy_win_win

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Frequent Software Development Win-Lose Patterns(That Usually Turn into Lose-Lose Situations)

Proposed solution Winner Loser

Quickly build a cheap, sloppy product

Developer and customer User

Add lots of "bells and whistles" Developer and user Customer

Drive too hard a bargain Customer and user Developer

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ANALYSIS IS ACCURATE & COMPLETE

By now, you should have a list of requirements that has been ordered by importance and ease of realisation. The final stage is to estimate how many of the requirements can be implemented given the available time and money. Again, there are various techniques to establish the boundaries, but put simply, you need to draw a line through the requirements list and identify what you can achieve and what you cannot achieve.

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ANALYSIS IS ACCURATE & COMPLETE

The requirements that you can achieve become mandatory functional requirements and retain the verb "MUST". The requirements that you cannot achieve become optional or desirable functional requirements and the verb "must" changes to "MAY".

For example:• The system must display products on screen. • The system may enable customers to check

delivery and production status.

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BAZAAR CERAMICS

PRIORITISING REQUIREMENTS EXERCISEA workshop was held with Bazaar Ceramics in order to determine the requirements for the proposed website. The workshop was conducted to compile a comprehensive list of website feature and functions which were ranked by participants in order of importance.The 9 elements identified for Bazaar Ceramics are:• Images and descriptions of products • Production techniques and tours • e-commerce and ordering online • Automated functions • Policies and Procedures • Awards and testimonies • Product delivery and care • Miscellaneous

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BAZAAR CERAMICS

Each of the elements were discussed in detail. New features and functions were added to each element until a comprehensive list was developed.

See the document on the network. Comprehensive requirements for Bazaar Ceramics.doc

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BAZAAR CERAMICS

Each participant ranked the features and functions by their perceived order of importance. It is your job to aggregate the participant’s ranked value into one value that represents the priority of Bazaar Ceramics as a whole. When aggregating all participants’ values into one value, you need to consider the importance of each person’s opinion. A Production worker’s opinion is valued at ¼ of a Manager’s opinion. The Business Owner’s opinion is valued at double the value of a Manager’s opinion.

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BAZAAR CERAMICS

Open the spreadsheet called

Bazaar ceramics workshop data and calculate the features’ ranking.

Which is seen as the most important?

Which is the least important?

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CONCLUSION OF TOPIC 3

1. True or False: A workshop typically involves data collation and analysis after the workshop has been completed.

2. What is the output from the first stage of analysis? a list of business requirements a list of key stakeholders an opportunity or problem statement a list of technical requirements

3. True or False: Absolute rankings can give a false indication on the actual importance of a business requirement.

4. The business requirements that you CAN achieve and which are described using the word “must” are called:

optional functional requirements desirable functional requirements mandatory functional requirements all of the above

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GAIN APPROVAL

Now that you know about • identifying key information sources, • gathering data through formal processes, • and ensuring that the analysis is accurate and

complete. We submit an analysis and gain agreement within an information technology environment.

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GAIN APPROVAL

In this final topic you will learn how to:• prepare detailed documents according to

documentation standards and organisational templates

• write documents in a style that is succinct and appropriate to the audience

• communicate data gathered to the client to gain consensus and agreement on business requirements

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GAIN APPROVAL

REPORT FINDINGS• The contents and degree of detail for

a Requirements Report will vary depending on the size and scope of a project, but a Requirements Report is generally an informal document that can be easily understood by the customer. The report may contain only business requirements, or it may extend to technical requirements and a feasibility study. Your organisation will often provide a template for requirements documentation.

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GAIN APPROVAL

PURPOSE OF A REQUIREMENTS REPORT

to communicate and confirm the requirements. The next section describes the different sections of the report.

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GAIN APPROVAL

There are many templates available for writing a Requirements Report. This section looks at one possible report layout.

There are some examples of alternative report layouts on the network in the folder Week 7 – Gather Data

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GAIN APPROVAL

• Introduction• System description• Functional requirements• Non-functional requirements• Information domain• Project costs• Benefits• Other project specific topic

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GAIN APPROVAL

Requirements definition report elements

Introduction PurposeScopeDefinitionsOverview of document

Systems description Overall systemSub systemsOperating environment

Functional requirements Logical viewPhysical view

Non-functional requirements PerformanceQualityBusiness rules

Information domain Data definitionsStructure

Project costs AnalysisSoftware developmentHardware and network

Benefits TangibleIntangible

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GAIN APPROVAL

STORYBOARDS FOR WEB PAGES

A common technique for providing functional information for websites to the client is to provide a storyboard. Storyboards are a visual representation of what a website interface is supposed to look like. They can consist of a site map and a detailed representation of some or all of the pages in the site.• Here is an example of a site map:

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GAIN APPROVAL

Here is an example of a site map:

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GAIN APPROVAL

Here is an example of a site map:

Here is an example of a mock up of a website page:

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GAIN APPROVAL - ACTIVITY 1

Here is an example of a site map:

Activity 1 - Functional requirements

A workshop was held with Bazaar Ceramics in order to determine the requirements for the proposed website. The workshop was conducted to compile a comprehensive list of website features and functions which were ranked by participants in order of importance. The results of the workshop can be found in the Bazaar requirements workshop data.xls. It contains the requirements ranked in importance from highest to lowest, high having a larger number and low having smaller number.Pair up with another student (optional), analyse the information in the spreadsheet and put it into the IEEE standards document.

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GAIN APPROVAL – ACTIVITY 2

Here is an example of a site map:

Role play: Presenting the requirements to the clientYou go to a meeting with your client at Bazaar Ceramics to present the mandatory and desirable functional requirements. The goal of the role play is to deal with any objections your client may have, and to reach agreement on the requirements.Consider the questions and objections your client may have and how you will deal with them.Round 1Deliver the presentation to the client; another plays the role of the client.Round 2Reverse roles (or rotate pairs) so that the pair who played the role of the client is now presenting their requirements.Each pair now gives feedback to the pair who presented to them. Give feedback on both the written document (the Requirements Report) and the presentation itself.

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GO FORTH AND GATHER DATA

That’s it.