________________________________________________________________________ UNIT 5 COMMUNICATION AIMS The aim of this unit is to increase your awareness of the need for communication at all stages of the SDLC. Even though communication is not an area only appropriate to the systems development field, it is a crucial factor at all stages of the SDLC and it is important we discuss this topic before proceeding onto the next stage of the SDLC, Systems Analysis. OBJECTIVES At the end of this unit you should understand: 1. The importance of communication in systems development projects. 2. How users may get involved in the work of systems development. 3. How to conduct a system investigation. 4. How to organise a meeting. 5. How to make a presentation. 6. What is involved in writing a report. INTRODUCTION IMPORTANCE OF COMMUNICATION Much of the day-to-day work of the systems analyst involves dealing with the people who work in an organisation. As well as having the required technical knowledge, the systems analyst must have an understanding of the organisation and its objectives and be able to interact well with people at all levels. In order to be effective, a systems analyst needs to learn and develop a wide range of communication skills. REASONS FOR COMMUNICATING The inter-personal communications, which are needed in information systems development, are not any different from the general business communications that are used every day. At various stages, during systems development, it is necessary to inform, persuade, sell, instruct, describe, educate, reveal, notify, report, explain, brief, discuss, train, recommend or inspire. You will need to ask questions, examine, probe, enquire and make requests. The main reasons are: to inform, to investigate, to persuade and to explain. The development of a new information system usually gives rise to several changes in the working environment. Everybody who is likely to be affected will be concerned about these changes, the users, the managers, the unions and perhaps even the customers or suppliers of a company. If these groups are not kept adequately informed, there might be misconceptions and rumours about the new system. These will inevitably disrupt the progress of the systems development project, so it is important to keep everybody informed and aware of changes that will affect them. Unit 5: Communication 5-1 ________________________________________________________________________ CO-OPERATION The systems analysis stage is one of the most important stages of information systems development. The full definition of the system requirements does not emerge until all of the relevant facts have been found and correlated. This stage requires the active and willing cooperation of the end-users. The number of people who are involved in the project is greatest at this stage and great care must be taken to manage and conduct communications so as not to alienate anybody. OWNERSHIP When the system is nearing completion, it is necessary to sell it, even if it has been developed at the request of the users themselves. They need to be persuaded that the system, which is being delivered, is in fact what they ordered. At this stage, it is the aim of the development team to get the users to assume ownership of the system. Implementation of the new system will involve the users in changes to their work practices. It will be necessary to explain these changes. Someone will have to demonstrate the operation of the new system to the users. Training and education of users are among the tasks that accompany system implementation. THE RIGHT ATTITUDE The personality of the systems analyst is an important factor. Some people are just not suited to the role. They have the requisite technical knowledge but they lack the personal qualities that are needed. They need to be flexible, because they will be called upon to perform many different tasks and to work on different kinds of problems. They need to be sensitive, both to the needs of others and to the effect their behaviour has on other people. They need to be tactful, even when they know they are right. SAQ 1 Star Trek’s Mr. Spock, though logical, knowledgeable and intelligent, is not a good role model for a systems analyst. Why is this so? DIFFERENT TYPES OF COMMUNICATION A LITTLE BIT OF THEORY The formal study of communications theory is quite clearly beyond the scope of this unit, but it provides a number of useful concepts for the practising systems analyst. These concepts apply to all forms of communication and provide a framework for the discussion of the different types of human communication that are used in systems development. According to the theory, communication involves a SENDER putting a MESSAGE into a MEDIUM, to send through an ENVIRONMENT to an intended RECEIVER. These are the important factors in the success of any type of communication. The knowledge, attitude and objectives of the sender, as well as the ability of the sender to shape and send the right message, affect the quality of the communication. It is important to select the right medium. This should be appropriate to the environment in which the communication is to take place. Above all, it is important to take into account the knowledge, attitudes and expectations of the receiver. What the receiver knows and does not know inevitably determines the usefulness of a communication. 5-2 Computing B ________________________________________________________________________ TYPES OF COMMUNICATION Communication may be formal or informal. Formal communication is effective because people know what to expect in a formal communication, it is on the record, authoritative and it gives legitimate status to decisions and actions. Informal communication is effective because it is usually faster, more flexible, more efficient and provides more feedback. Most of the work gets done in this way, but both types of communication are needed to get things done properly. Communication may be written or oral. Written communication has more permanence. Once it has been produced, people can have access to it whenever it suits, or they may ignore it entirely. On the other hand, oral communication is more immediate. It demands attention. Also, it provides better feedback, of the verbal as well as the non-verbal kind. Oral communication is more flexible. Both written and oral methods may be either formal or informal. Figure 6.1 shows the different kinds of communications used in systems development, formal and informal, written and oral. Sometimes the communication will be between two people. This is called one to one communication; at other times it will be one to many, for example a presentation, or many to many, as in a meeting. The systems analyst needs to develop communication skills to suit each type of situation. SAQ 2 What are the advantages of the different types of communications used in a systems development project? WRITTEN ORAL FORMAL Terms of Reference Minutes of Meeting Agenda Discussion Record Report Letter Procedure Manual Rule Book Reference Manual Meeting Presentation Interview Lecture INFORMAL Staff Newsletter Noticeboard Electronic Bulletin Board Noticeboard Memo-Note Electronic Mail Message Discussion Note User Manual Training Manual Draft Report Brainstorming Session Informal discussion Conference Call Conversation One-to-One phone call Tutorial Figure 6.1 Unit 5: Communication 5-3 ________________________________________________________________________ PARTICIPATION OF USERS IN SYSTEMS DEVELOPMENT Communication is best regarded as a two-way process, between the sender and the receiver. As a systems analyst/communicator, you will sometimes be the sender and sometimes the receiver. The other people with whom you will be communicating will be mainly the end users of the proposed system. In recent years, much attention has been given to the important topic of user participation in systems development. A number of different ways of involving the users have been tried. These include having user representatives on the project board, employing users on the systems development team and using an approach called participative design. USER REPRESENTATIVES User representation on the project board is a legal requirement in some countries. Representatives of the users are responsible for overseeing changes in work practices, which may affect working conditions. Their brief is to defend workers rights rather than assist in the development itself. TEAM MEMBER Selecting users to work on the systems development team appears to be a good idea. It has the advantage that the user’s expertise and local knowledge are available to the team. The user selected for this role is usually very enthusiastic about the project and may possibly be considering a career move into systems development. However, this person may not be very representative of the users as a whole. Selection of the right person is therefore crucial. PARTICIPATIVE DESIGN Participative design has been successful with small groups of users. In this approach, the users make the design decisions while the analysts and systems design professionals act in an advisory capacity, making suggestions and providing information. It has been found that many revisions of the design may be needed before a satisfactory solution is reached. The systems development team then takes over the implementation of the system. This method may be distinguished from that which is now being used with fourth generation languages, in which the users actually implement parts of the system themselves. SUMMARY One way or another, users will be involved in the development of information systems. Their views will have to be taken into account. It will always be necessary to understand their needs, achieve their co-operation and gain their consent. Effective communication is the key to all of these. In particular, interviewing, conducting meetings, making presentations and writing reports are considered the most important communication techniques for the systems analyst. These topics will be considered in turn in each of the succeeding sections. It is not the intention of this unit to turn you into a skilled communicator. This takes years of practice on the job. The following sections contain guidelines, which are intended to help you appreciate the need for effective communication at many different stages of the SDLC. INTERVIEWING Systems analysis is an important task in systems development work. Unless it is done properly, the system will be unsatisfactory to the users. This is one of the most common reasons why systems fail. If all of the relevant facts are not discovered before important decisions are made, then it will be costly to reverse these decisions, or even impossible. 5-4 Computing B ________________________________________________________________________ WHAT NEEDS TO BE INVESTIGATED? The investigation in the systems analysis stage should cover each of the following areas: Background - terms of reference, consultants’ reports, comparable systems in the same industry, etc. Existing system - aims and objectives, the existing information system, data flows, stored data, tasks, procedures and decision rules. Volumes, frequencies, ratios. Problems with the existing system, new requirements, user priorities, management priorities and future enhancements. Changes in the environment i.e. new legislation, taxation, competition. INVESTIGATION TECHNIQUES Asking questions is one of the most useful techniques for fact-finding and is used extensively in systems investigation. Other techniques, such as observing work practices and searching existing records are used as well. Answers to some questions may be found by sending out postal questionnaires but the face-to-face interview is regarded as the principal fact-finding technique. An interview may be described as a planned discussion. It takes place in the context of an overall plan of the investigation and each interview is itself planned. PREPARATION It is advisable to prepare for a discussion by studying the background to the application as thoroughly as possible. Reading the reports of previous projects, existing procedure manuals or articles in the trade press concerning the application can be extremely beneficial in helping to understand the problem area(s). Browsing through existing files, or looking at input and output documents, can provide the basis for asking the right questions. This is important, because there is no point in wasting other people’s valuable time asking questions, especially if the answers are readily available to anyone who takes the time to look for them in the files. THE INFORMAL SYSTEM On the other hand, it is not a good idea to rely too much on previous reports, because they are likely to be out of date or even considered irrelevant. In the case of procedure manuals, it is best to bear in mind that very often there is an informal system working alongside the formal system. That is, people in an organisation may invent their own way of coping with a particular problem/situation and this solution, though accepted in practice, may never have been documented in the official procedure manual. Some forms, for example, may be used to carry information that they were never intended to carry, to departments that were never supposed to use them. There is no point in waving the relevant regulation in people’s faces. The informal procedure has its own validity, by virtue of custom and practice as well as the fact that it works. The systems analyst’s job is to find and document all the facts that are relevant to the systems study. OTHER TECHNIQUES Observation and searching records help to prepare for the interviews themselves. They help to determine the topics that need to be covered in Unit 5: Communication 5-5 ________________________________________________________________________ the interviews. Afterwards, they can be used to crosscheck or corroborate new material, which has been discovered or discussed at interviews. PLANNING THE INVESTIGATION Generally speaking, most investigations begin with a preliminary discussion with the project sponsor to review the terms of reference. It is necessary to make a brief study of the background of the project before beginning any interviews. The first interview should not be postponed for too long, however. It is not good practice to be investigating the workings of any area or department without first meeting the boss, introducing yourself and explaining what you intend to do. This is essentially a ‘top-down’ approach. Starting with the boss, interview people at the top of the hierarchy before moving down to the more junior levels. In each department, the first interview should be with the person in charge of the department. It is essential to get this person on your side from the start. Their perspective on the objectives and special problems of the department makes a good starting point. This person may have valuable insights that will help you. Even if this were not true, at least the boss should be able to tell you who the key people in the department are and suggest who to interview. In any case, it helps to have the boss’s permission to start interviewing the other members of the department. These interviews are going to take people from their normal duties, perhaps away from their desks, probably for long periods of time. In a busy department, any significant amount of interviewing is going to need the full co-operation of the boss. Gaining this co-operation is a good start. PLANNING THE INTERVIEW It is necessary to plan separately for each interview: When to have the interview. Where to have it. What to talk about. When - Using the top-down approach discussed above, you will probably have a list of people in the sequence in which you want to interview them. But people will not always be available when you want them. The best approach is to be flexible and be prepared to wait. Get to know people’s secretaries. They can usually keep you up to date on movements and cancellations of previous engagements. It is necessary to make appointments and keep them. Where - The best place is the person’s own office or work area. You may be able to make some useful observations at the same time. On the other hand, during the interview it is necessary to avoid interruptions. For some workers, this means having the interview in some other place, free from interruptions. For others, it may mean asking to have all calls diverted. Again, some people may co-operate with this while others will agree but insist on taking important calls. This is something you will have to tolerate. What to talk about - Some analysts prefer to have a list of questions made out in advance while others make a list of topics to be covered. In either case, be prepared to be flexible, following the interviewee’s lead. Questions should be open, encouraging the respondent to expand on the answers, to give opinions and to contribute information that the analyst may not have been aware of. Given the opportunity, some people will roam. Be prepared to change the subject as tactfully as possible. It helps if 5-6 Computing B ________________________________________________________________________ you refer to your list in doing so, to make the person aware that you have an agenda to get through. ASKING THE RIGHT QUESTIONS Ask questions at the right level. Do not ask the department manager about the detailed workings of some clerical procedure. Ask the clerk. The manager may have forgotten or be unaware of some changes which have been made. On the other hand do not ask the stock clerk about the likelihood of sales increasing. This may seem obvious, but it is being mentioned here to support the point already made about the need for planning. Your questions should be of the problem-solver type rather than the order-taker type of question. See Figure 6.2. ORDER-TAKING QUESTIONS PROBLEM-SOLVER QUESTIONS How much curtain material do you need? How long are your windows? How wide are they? Do you want full length or window length curtains? Do you want a petrol or diesel engine? Is performance more important to you than running costs? What is your annual mileage? Will this involve a lot of long trips? Do you want a laser printer or a dot-matrix printer? How much can you afford? How many pages will be printed per day? Do you want very fast printing? Will the printer be situated in an office where other people are working? What exception reports will you require? Will you need to monitor the performance of product groups? For example, when sales of a particular product group go below a certain level, you might like a report listing these. Or when sales exceed a certain level... Figure 6.2 CONDUCTING THE INTERVIEW In conducting the planned discussion, certain practices are recommended. Having made an appointment, arrive on time. Dress for the occasion. The formality of dress varies from one organisation to another. If in doubt about what to wear, it is better to err on the side of formality. It is essential to adopt a positive listening attitude. Let the other person know that you are paying attention to what they are saying. The subject of body language is often mentioned in this regard. It is not recommended that you use it to play “amateur psychologist” to judge the veracity or reliability of people’s responses. On the other hand, appropriate use of eye contact and posture can help to put the other person at ease. NOTES It is important to record the facts and opinions that have been gleaned during the discussion. Ideally this should be done as soon as possible after Unit 5: Communication 5-7 ________________________________________________________________________ the interview, but it is necessary to take some rough notes during the discussion itself. If this seems to make the interviewee uncomfortable, then ask if they would prefer you not to take notes. In any case, it is considered better to ask permission and explain that you need to write things down. Most people are co-operative in this, if only they’re approached in the right way. At the end of the discussion, check back over your notes and ask the interviewee to confirm that you have got the main points of the discussion and interpreted their remarks correctly. THE FOLLOW-UP At the end of the discussion, thank the interviewee for their time. Be sure not to stay any longer than planned. If necessary, make another appointment or leave the way open for a return visit at a later stage. Rewrite your notes as soon as possible, in a legible form. The use of a special form called a Discussion Record is recommended. This is a form giving details of the time, place and purpose of the discussion. It notes the names of the participants and the main points discussed. There is room for cross-referencing each item to other discussion records, sample documents or other parts of the system documentation, such as charts or diagrams. It is considered good practice to send a copy of the discussion record to the interviewee. Afterwards it will be necessary to crosscheck some of the facts uncovered by the discussion. This can be done by using other fact-finding techniques such as observation or searching or by planning further interviews or by replanning some of the discussions that have yet to take place. SAQ 3 What other fact-finding techniques are used, besides interviewing? SAQ 4 Make a list of the Do’s and Don’ts of Interviewing. MEETINGS Most of the face-to-face communication between systems analysts and users takes place in a one-to-one setting, but from time to time in the course of systems development it will be necessary to attend meetings. These will include meetings with the project sponsor, the users, user management, systems management, operations people, development staff and the project board. PURPOSE A meeting is a gathering of people to exchange views, to take decisions, to make plans or to give advice to someone. Occasionally, someone may want to make a short presentation at a meeting. Many meetings incorporate a number of items of business. There are many reasons why a meeting may be needed but it is best to avoid using meetings except when it is absolutely necessary. This is because it is easy to waste time at a meeting, unless it is run extremely well. The number of participants at the meeting amplifies the amount of time wasted. This is an important consideration. 5-8 Computing B ________________________________________________________________________ As far meetings are concerned, the role of the systems analyst is normally that of an ordinary participant, sometimes that of secretary and rarely that of chairperson. Whichever is the case, it is necessary to prepare properly. PREPARATION For an ordinary participant, preparation includes finding out: Who will be at the meeting? What time does it begin? Where is the location of the meeting? What is the background to the items on the agenda? Putting an item on the agenda involves more work. It is necessary to review the background material more thoroughly and be prepared to lead the discussion on that topic. Supporting documentation or handouts may be required. The secretary will need adequate notice if an item is to appear on the agenda. AGENDA The agenda shows the order of business at the meeting. It is normally sent to each of the participants well in advance of the meeting itself. Sometimes it serves as official notice of the meeting. The agenda may be posted on a notice board, sent by memo or by electronic mail. The items on the agenda depend on the purpose of the meeting. This may be to agree the terms of reference for the systems analysis stage, to inform users of changes that will be needed in purchasing procedures or to reach agreement on the installation date of the new system. It also depends on the stage the project is at and on who is at the meeting. At regular meetings, such as that of the project board, it is customary to read and agree the minutes of the last meeting, and then to discuss matters arising from the minutes. These are usually the first items on the agenda. Any other business is another agenda item that is customary to have. This is normally last. It is considered better to have the shorter items earlier on the agenda. This gives the meeting a brisk pace and a businesslike atmosphere. THE SECRETARY The secretary does most of the work in connection with a meeting. It is an important role and gives the person doing it a certain amount of influence over the proceedings. The secretary is responsible for the arrangements, including the time and place of the meeting. Mornings are considered better, if people are available. Immediately after lunch is not a good time, neither is just before finishing time. The meeting should not clash with other meetings that have been arranged. The secretary may be asked to re-arrange a meeting that conflicts with other meetings. A meeting room will have to be booked. It is important to give adequate notice of the time and place. On the other hand, arrangements that are announced too early may cause great trouble if they have to be changed later. MINUTES As well as the physical arrangements, the secretary is responsible for maintaining a list of participants, noting attendance and apologies, for drawing up the agenda, for taking and circulating the minutes and also for briefing the chairman. The minutes of a meeting record the proceedings, particularly the decisions reached and the tasks that have to be done before the next meeting. They should be circulated as soon as possible, Unit 5: Communication 5-9 ________________________________________________________________________ certainly before the next meeting takes place. During the meeting, rough notes should be taken, covering the main points discussed. It is not necessary to note precisely who said what. It is better to note the different points of view without attributing them to anyone in particular. This will save time at the next meeting and avoid useless discussion over the exact wording of what was said. This practice is normally acceptable, though it gives the secretary a certain amount of power to emphasise certain things and play down others. Similarly, the placement of items on the agenda gives the secretary the means to promote topics, which might otherwise be relegated to an unimportant position. THE CHAIR It is the responsibility of the chair to see that the meeting is conducted fairly and properly. A good chairperson will be fair and impartial on all issues, giving equal time to all participants who want to contribute. If a person feels strongly about some issue that is going to be discussed then they should not chair the meeting, particularly if they want to participate in the discussion. At some point in the meeting, someone may propose a motion. If it is seconded, a vote will be taken. The chair should see that the voting is conducted properly. If an amendment is proposed and seconded then the amendment should be put to the vote first. If the amendment is carried then the meeting should vote on the amended motion. Otherwise the unamended motion is put to the vote. FORMAL VS. INFORMAL One of the main purposes of a formal meeting is the validation of agreements and decisions. Many people prepare for meetings by canvassing support for their point of view beforehand. This is valid and should be recognised. But if it is not done properly it can alienate other people, who may see it in a different light. The time allowed for discussion at meetings is, by nature, very short compared to the importance of some of the topics. You may have heard of the meetings like the one that spent ninety minutes discussing the location of the new bicycle shed and only five minutes discussing a project involving a two million euro extension to the factory. This happens. One valid reason for it could be that the decision was reached at less formal discussions prior to the meeting. EXERCISE Sometimes, after a system has been implemented, a dispute arises between the developers of the system and the system owners and/or end users as to whether the system is performing correctly. How can disputes like this be avoided? MAKING A PRESENTATION Oral presentations have a number of different uses in systems development: To introduce and generate interest in a written report. To emphasise the key points in a report. To sell the new system to its owners or users. To provide a forum for questions, feedback and discussion. 5-10 Computing B ________________________________________________________________________ ARRANGEMENTS The person making the presentation is normally responsible for all of the arrangements, except where a presentation is being made to a client company. In this case, it is always a good idea to check the arrangements beforehand, to make sure that they are satisfactory. Like a meeting, the arrangements for a presentation include choosing a suitable place and time and making a booking. It is important to ensure that all of the equipment needed will be available and working on the day. It may be necessary to have handouts prepared and duplicated in advance. PREPARATION The key to successful preparation is to know the audience. Find out who they are, what they already know, what they will want to know about the new system, as well as what their objections are likely to be. Plan the content of your presentation on that basis. It is impossible to cover every angle in a presentation, so be selective. If possible, refer to the report or a specially prepared handout rather than going into detail. Concentrate on your strongest arguments; do not overload the presentation, signpost the presentation. This means, tell the people what you are going to say, say it and then tell them what you have said. Link the different sections of your talk together. For example, if you have just finished a section, say “That is all I want to say about the costs of the new system, now I am going to talk about the benefits...” An effective strategy in talking about systems development is to first discuss a problem, then review a number of possible solutions, ruling some of them out, come up with a satisfactory solution and recommend it. Some people write out the presentation in full. This is not necessary, but it has some important advantages. The wording of the arguments can be considered. The timing of the presentation can be gauged accurately. The linking of the sections can be planned. However, there is temptation to try to memorise the speech or worse still, to read it out from the pages on the day of the presentation. It is better to make notes. If desired, write out the talk first, underline the main points and links and then make notes. Notes should be on cards. It is a good idea to memorise the opening remarks or introduction and then to rely on the notes for the rest of the presentation. For your first presentation, it is advisable to practice or rehearse the presentation, using whatever visual aids will be employed during the presentation itself. VISUAL AIDS No presentation is complete without the use of at least a few visual aids. They can be used for illustration, charts or diagrams, headings, main points, etc. They add variety and help to increase the impact of what is being said. A black board is the simplest visual medium that may be used in the course of a presentation, but a white-board is better, allowing more effective use of colour. Other media such as overhead projectors are better because they allow visual aids to be prepared beforehand. These can be used more than once in the same presentation and over again in later presentations. Overhead projector visuals incorporating graphics and text can be prepared on a PC, printed out and photocopied onto acetate sheets. This is a convenient way of producing monochrome visuals. They can be highlighted by the use of colour. The number of colours should be restricted to three or four. PCbased presentation software like Microsoft PowerPoint allows slides to be Unit 5: Communication 5-11 ________________________________________________________________________ prepared for presentation on the computer screen. The sequencing and timing of the slides can be specified in advance. A large number of slides can be included in a single presentation. Screen images can be projected onto an overhead projector. The flip chart is a much simpler display medium and is recommended for several reasons. A flip chart is portable, needs no electricity and can be used with a minimum of special equipment. Displays can be prepared in advance and/or built up during the presentation. With the overhead projector, there is a tendency for everybody, including the presenter, to be mesmerised by the image on the screen. The presenter puts a slide on the projector, reads the image from the screen cannot think of anything else to say and moves on to the next slide. The best method of delivery using either a projector or a flip chart is to have headings only. The presenter will then use these headings as a guideline and elaborate on each of them in their own way. DELIVERY The delivery of a presentation should be pitched at the right level of formality, so as not to alienate the audience. The audience may consider the presenter too cool and detached if they are formal or too familiar and cavalier if they are informal. The wrong approach can lose valuable support for the system that is being presented. It is always better to err on the side of being too formal until you get to know the audience better. Some presenters like to include at least one joke in their presentations. Obviously this may backfire, for example, someone may be offended or the audience may have heard the joke before. AVOID MANNERISMS There are a number of mannerisms, which seem to plague presenters. The following is a list of the most common ones. See if you can add to it. Talking to the projector screen. Talking to the end wall. Talking to the light. Talking to one’s notes. Talking to one’s shoes. Shifting incessantly from one foot to the other. Fiddling with car-keys, pen, watch, spectacles or pointer. Jingling coins. OBJECTIONS In any presentation, there are bound to be some objections to what is being said. If you are proposing a particular course of action, it may not suit everybody. Some people like to show their peers how much they know by making objections. Do not regard these as personal attacks. If you are interrupted, say firmly but gently that you will take questions at the end of the talk. That may be the end of the matter. A good preparation for serious criticisms includes listing the likely objections and forestalling them in various ways. One way is to anticipate questions, bring them up and answer them in the course of the presentation. Another way is to prepare the answers, let people raise their objections at the end of the talk and answer them then, provided they can 5-12 Computing B ________________________________________________________________________ be answered satisfactorily. If you have overlooked some important aspect, do not try to handle it there and then, but promise to look into it and report back later. If you are sure that it is only a small point and the change will not cost very much or cause too much trouble, you may like to incorporate it in the design. “Yes, I can do that for you” is a winning argument. Sometimes the purpose of a presentation is to gain approval for some proposal. If your proposals are likely to be controversial, do not try to rush them through. Use the presentation to make your case, leaving the decision to another time. Ask people to read your report or whatever handouts accompany your presentation. SAQ 5 List a number of charts or diagrams that might be used in a presentation to user management. WRITTEN REPORTS Written communication tends to be the most formal type of communication in systems development. This is because the relationship between the developers and the business users is in the nature of a contract. Written agreements are important to the two sides and form the basis of this relationship. The terms of reference (see Unit 4) constitutes a formal communication between the I.T. executive and the systems development team. Other formal communications include the written reports, which are produced by the team at various stages of the SDLC. PROJECT REPORTS The number and type of these vary depending on the size and duration of the project, the style of project management and the degree of user involvement. The most important ones are: The Report on the Feasibility Study. The Scope Document. The Functional Specification. The Project Implementation Plan. The Post-implementation Review. OBJECTIVES The objectives of a written report include some or all of the following: To inform. To convince. To obtain approval for a particular course of action. To justify the need for various changes. To enumerate the problems associated with a particular system. To ensure completeness in the recording of facts. Unit 5: Communication 5-13 ________________________________________________________________________ The formality of a report is important. Many formal reports require a formal response. The authorisation for a report normally comes from senior management and it is normally addressed to them. The list of recipients of a report may be an important consideration. Some reports are confidential. All of this means that writing a report requires careful preparation. PREPARATION Preparation involves finding out all the facts that will be needed, organising them, structuring them and deciding on the main sections or chapters of the report. As always, it is important to consider your readership. Many of them will be busy people who will want to be given the salient points, not masses of detail. Detail has a place in reports, which is in the appendices. It is customary to include a summary consisting of one or two pages. Writing this properly can be very troublesome, so do not leave it to the end, when you will be especially conscious of all the problems and exceptions you have been writing about. A good summary is essential, not an afterthought. It is also good practice to include an Executive Summary at the start of the report. This will briefly inform the reader about the contents and structure of the report that follows. WRITING THE REPORT Having collected, selected and arranged your material, writing the report is the next step. Outlining is a facility, which allows you to enter the main headings and sub-headings of your report and collapse the text itself so that you can view the overall structure at various levels and re-organise it as required. Spelling checkers not only proof-read your document for spelling errors, but allow you to enter new words of your own to the dictionary. A thesaurus suggests alternative words to be used instead of a particular word. Use it to add variety, but be careful, because the meanings usually vary. WORDING It is recommended that you use short words in preference to long ones, active voice rather than passive voice. Avoid the use of computer jargon (or provide a glossary) and take care to be correct in using the local terminology of the industry or organisation. STYLE Use your own style. Try to avoid long sentences. Watch out for paragraphs that consist of one or two sentences. They are usually complex sentences consisting of many dependent sub-clauses. Have one main idea per paragraph. Link the paragraphs together. Use headings and sub-headings to guide the reader. LAYOUT A formal report should have the following components: The title page. The table of contents. An executive summary (maximum of two pages). The main text, divided into chapters. Recommendations or conclusions. The appendices. A glossary where appropriate. 5-14 Computing B ________________________________________________________________________ Charts and diagrams where appropriate. The layout should reflect the structure of the report. Highlight the headings using capitals or bold letters. Wide margins and clear typeface make a report more attractive to the reader. The use of these facilities will help to get your message across and ultimately help to attain your objective, which is to produce a working system that is satisfactory to the system owners as well as the users. MANUALS AND TECHNICAL WRITING TYPES AND USES OF MANUALS Another necessity for written communication in systems development is the requirement for manuals and user documentation. As well as training in the use of the new system, the users will require user manuals and reference manuals. The user manual should contain a tutorial guide to using the system. This should be a step-by-step guide and have plenty of examples. The computer operations personnel will need a manual of instructions for operating the system. This should include specific instructions on backing up the files and recovering them in the event of a system failure. If the system generates a large number of reports, then there should be instructions on the scheduling and distribution of these. If special stationery is required for some of the output, then this should also be specified in the manual. Where a system is being installed in many different locations, the preparation of manuals is of more importance. In any case, manuals should be prepared well in advance of the proposed installation date. They will be needed for training and training should commence before the system is up and running. TRAINING Every system needs a certain amount of user training. Modern systems contain excellent help facilities. In-context help provides the facility to get help on exactly the function that is troubling the user at the time. Users can learn as they go along. Tutorial guides are sometimes provided on-line in addition to the help facilities. ON-LINE MANUALS Some sophisticated systems require many volumes of manuals. The problem is aggravated by the need to keep them up-to-date as the system is revised or improved. The solution to this difficulty is to maintain the manuals electronically, allowing selected pages to be printed as required. The advantages of having the manuals on-line are that everyone can get access to them when they want, they are easily updated and the latest version is always the one available. CONCLUSIONS Communication is an important aspect of the systems analyst’s work. At all times, it is important to keep in touch with the people who will be involved with the new system. It is important to have a professional attitude. This means having consideration and respect for the users and managers with whom you are working. You need them more than they need you. If you succeed in getting their co-operation, you increase the effectiveness of your own work. The increasing participation of users in systems development is a trend that is likely to continue. Unit 5: Communication 5-15 ________________________________________________________________________ Interviewing, meetings, presentations, written reports and manuals are the main types of communication used in systems development. RECOMMENDED READING Hawryszkiewycz, I.T. (2001) Introduction to Systems Analysis and Design (5th Edition). ISBN 1-7400-9280-5, Prentice-Hall. Chapter 19. Whitten, Bentley & Dittman (2004) Systems Analysis & Design Methods (6th Edition). ISBN 0-07-247417-3, McGraw-Hill. Chapter 6, Pages 250-256. Chapter 10, Pages 418-424. SUGGESTED ANSWER TO EXERCISE Sometimes, after a system has been implemented, a dispute arises between the developers of the system and the system owners and/or end users as to whether the system is performing correctly. How can disputes like this be avoided? Disputes like this can arise for two reasons: one possible cause is that the system as implemented is different from what was specified. Another reason could be that the specification itself was incorrect. In other words the users did not get the system that they wanted, because the wrong specification was implemented. In either event the key to the answer is communication. In the case of a specification that is correct but is being implemented incorrectly, the fault lies either in the specification itself or in the relationship between those who wrote the specification and those who implemented it. Perhaps the specification was ambiguous, or unreadable or in some way unintelligible to those who had to read it. We try to avoid this problem by choosing appropriate specification techniques, which are understood by all the members of the project team. Examples of these techniques include: data flow diagrams, program specifications etc. Where an incorrect specification has been implemented correctly, this is probably due to a lack of communication between the systems analyst and the system owners or the end users of the system. It is the responsibility of the analyst to promote full and open communication with the users of the proposed system. This is important if disputes are to be avoided, because once a dispute like this begins; there is no objective way of settling it. Sometimes system specifications include objective measures of performance, but it is hard to specify everything in this way. This is not the way to avoid disputes. Too much detail in the specification leads to a situation in which the users are not inclined to read the specification fully and thoroughly, either through lack of time or because they feel that it is none of their business. Unless special steps are taken to acquaint the users with the specification and how it affects them, there is a risk of misunderstanding and later on, disagreement. During the systems analysis stage, the analyst is concerned with finding out the facts concerning the systems requirements. It is important to complete this as fully as possible before embarking on the design stage. However, it is impossible to find out everything in the limited time allowed and some decisions will have to be made on the basis of partial information. Some decisions taken earlier on may even need to be 5-16 Computing B ________________________________________________________________________ reversed. In the past, it was common to ask the users to sign an agreement stating that no changes to the requirements would be made after a certain date, but this is not a good practice, for two reasons: (1) It is unreasonable to expect a user to know exactly what is needed in a system if they have never used it. (2) The users will not be satisfied anyway, even if they have signed away their rights to dispute. Dissatisfied users will not help to promote the acceptance of the system. In addition, users often find that as they become more familiar with the system, they appreciate what the possibilities are and can be more demanding. For these reasons, the wise analyst will try to be as flexible as possible for as long as possible in order to try to accommodate changing user requirements. To do so requires a good relationship between the analyst and the users, based on mutual respect and trust. It is the analyst’s responsibility to foster this relationship. Prototyping is an alternative way of developing information systems. It is rapidly gaining acceptance because of its many benefits. The most important of these is the effect on the relationship between users and system developers. In one form of prototyping, the user interface is presented to the users to try out and experiment with. Changes can be made before the real system is implemented. In this way, many potential disputes can be avoided. A full prototype is a working model of the system that has been implemented without regard to technical features such as efficiency or security. The users are invited to use the prototype system and comment on its suitability. Any criticisms the users have can be taken into account in implementing the next version of the system. It is possible to go through many cycles of revision before the final version is produced. Whichever way the system is developed, it is important to ensure that the users assume ownership of the system when it is ready. Apart from helping to ensure that the users get the system that they want, the prototyping approach ensures that the developers gain the co-operation of the users in the development of the system. Unit 5: Communication 5-17 ________________________________________________________________________ ANSWERS TO SAQS SAQ 1 Mr. Spock lacks one important characteristic, which a systems analyst must have, tact. Dealing with people at all levels of the organisation and getting their co-operation requires an honest respect for people and an understanding of what it is to be “human”. SAQ 2 Different Types of Communication FORMAL People know what to expect. It is “on the record”. Authoritative. Legitimised. INFORMAL Faster than formal. More flexible. More efficient. Better feedback. WRITTEN Permanent record. Access as required. More time to interpret it. More time to absorb it. ORAL More flexible than written. Immediate effects. It demands attention. More feed back. Different types of feedback. SAQ 3 Other fact-finding techniques: Observation. Searching existing files, reports. Collecting sample reports documents. Questionnaire survey. 5-18 Computing B ________________________________________________________________________ SAQ 4 DO’s and DON’TS of Interviewing: DO Plan the sequence of interviews. Interview top-down. Do your background research first. Plan each interview. Make arrangements. Ask the right questions. Be flexible. Take notes. Record the discussion. Send a copy of the discussion record. Follow-up on the facts raised. DON’T Interview without checking first. Mistake opinions for facts. Continue note taking if this makes the other person uncomfortable. Rush the interview. Engage in griping sessions. SAQ 5 Use of charts/diagrams in presentations: Organisation chart. Costs and benefits graph. Project plan bar chart. Context level data flow diagram. Level one data flow diagram. Unit 5: Communication 5-19