Running Head: Lab1- STAT Product Description Lab 1 – STAT Product Description Blue Team Christian Oakley CS411 Janet Brunelle October 1, 2013 Version 2 Lab 1: STAT Product Description 2 Table of Contents 1 INTRODUCTION ..................................................................................................................... 4 2 STAT PRODUCT DESCRIPTION ........................................................................................... 6 2.1 Key Product Features and Capabilities ............................................................................... 6 2.2 Major Components (Hardware/Software) ......................................................................... 10 3 IDENTIFICATION OF CASE STUDY .................................................................................. 11 4 STAT PROTOTYPE DESCRIPTION .................................................................................... 15 4.1 Prototype Architecture (Hardware/Software) ................................................................... 15 4.2 Prototype Features and Capabilities .................................................................................. 16 4.3 Prototype Development Challenges .................................................................................. 17 GLOSSARY ................................................................................................................................. 18 ACRONYMNS ............................................................................................................................. 18 REFERENCES ............................................................................................................................. 19 List of Figures Figure 1. Manual stakeholder analysis example ........................................................................... 5 Figure 2. Classification Venn diagram ......................................................................................... 7 Figure 3. The recommended action matrix ................................................................................... 8 Figure 4. Stakeholder relationship map ........................................................................................ 8 Figure 5. Management plan .......................................................................................................... 8 Figure 6. STAT major functional components ........................................................................... 10 Figure 7. Prototype MFCD ......................................................................................................... 15 Lab 1: STAT Product Description 3 List of Tables Table 1. Stakeholder classifications .............................................................................................. 12 Table 2. Stakeholder attitudes ....................................................................................................... 13 Table 3. Stakeholder relationships ................................................................................................ 14 Lab 1: STAT Product Description 4 1 INTRODUCTION Every project aims to solve a problem. The keys to a problem lie within the entities influencing the current situation and/or will be affected by the solution. These entities are known as stakeholders. All aspects surrounding the project are in some way connected to various stakeholders. They can be as largely important as the president of a company, or as minor to the project as a supply truck driver. In any case, all stakeholders must be taken into consideration when analyzing the project in its entirety. This can be accomplished by a method of examination known as stakeholder analysis. Stakeholder analysis is the practice of evaluating a stakeholder’s influence on a project based on various attributes such as the classification of a stakeholder, its attitude towards the project, and its relationship among other stakeholders. (P. T. Hester). Stakeholder analysis is not a new concept. It has been around for decades and is often practiced by project teams starting at the analysis phase of the development life cycle. Stakeholder analysis methods may vary from very complex to very simple with some much more in depth than others. Regardless of the method, it is common practice to perform stakeholder analysis manually (P. T. Hester). Project teams will brainstorm together and put their thoughts on paper (Figure 1). Stakeholders and their information are written down, analyzed, and organized to portray their relationships with one another and the influence they have on the project. Unfortunately, stakeholders in systems problems seldom stay the same. Attitudes towards the project may change and levels of influence fluctuate frequently. New stakeholders may also be identified throughout the project duration. These changes may prove to be difficult to reflect in a physical stakeholder analysis method without sacrificing organization and information consistency. Any discrepancy, even the slightest, in stakeholder analysis could be disastrous to a Lab 1: STAT Product Description 5 project. An electronic solution is needed to maintain the organization and proper analysis skills a project needs to be successful. Figure 1. Manual stakeholder analysis example [This space intentionally left blank.] Lab 1: STAT Product Description 6 2 STAT PRODUCT DESCRIPTION The National Center for Systems of Systems Engineering (NCSOSE) has commissioned an electronic version of their stakeholder analysis methods to be developed. This tool named NCSOSE’s Stakeholder Analysis Tool (STAT) will incorporate their comprehensive methods of analysis while also alleviating many of the problems associated with the currently popular practice of manual stakeholder analysis. STAT will provide a dynamically changing visual environment that can be accessed from a basic client computer. The design will be non-linear and create a workflow where identification and attribute editing will not compromise project consistency. Most important of all, STAT will implement the stakeholder analysis research of NCSOSE that will feed into a proprietary algorithm and determine a stakeholder’s overall influence on an individual project. STAT will be a standalone application similar to other common desktop software such as Word or Excel. The code will be generated in Java to ensure platform independence over various operating systems including ports to portable devices. In keeping STAT as a single package application, a database will not be utilized. Instead, projects will be saved on external XML files with a .stat extension. 2.1 Key Product Features and Capabilities The non-linearity of NCSOSE’s method of stakeholder analysis (SA) is a major focus of STAT considering all the updates of information throughout the typical SA process. The program will allow the addition of stakeholders at any time throughout the project duration. The workspace area in STAT will capture the essence of this non-linear functionality by also simplifying stakeholder editing. Stakeholders can be individually selected to display its information and edited at any time. Lab 1: STAT Product Description 7 One of the major features that will differentiate STAT from other analysis tools is the collection of visual aids to reference the many processes in stakeholder analysis. A Venn diagram structure (Figure 2) will help visualize the classifications that have been assigned to each stakeholder. A recommended action diagram (Figure 3) will let the user see how a stakeholder should be dealt with based on their classification and attitude. A stakeholder relationship map (SRM) (Figure 4) will give the user an overview of the stakeholders involved in the project. The visuals in the SRM will reflect each stakeholder’s classification, attitude, and show how they are all related to one another. The final visual of STAT will be a stakeholder management plan (SMP) (Figure 5) based on all of the collective information of the stakeholder analysis throughout the project. This visual is less of a diagram and more of a synopsis and guideline that will help project managers determine which stakeholders to focus their efforts on. With stakeholder analysis information constantly updating, each visual will be able to conform to every manipulation of a project and change its appearance accordingly. This will be accomplished through the calculations of dynamic graphic encoding. Figure 2. Classification Venn diagram Lab 1: STAT Product Description 8 Figure 3. The recommended action matrix Figure 4. Stakeholder relationship map Figure 5. Management plan Lab 1: STAT Product Description 9 The heart of STAT’s design is the analysis engine structure that will run in the background. With each edit to a project, a particular process will be triggered to perform a portion of the analysis aspect of the problem. The classification identification process will be able to categorize each stakeholder based on three binary choices concerning the general description of the stakeholder. The attitude identification process will label each stakeholder’s attitude based on two binary choices that relate to the stakeholder’s view towards the project. A relationship analysis algorithm will calculate relationship values by measuring the strength a stakeholder has with each connected stakeholder. The products of the classification and attitude identification will provide inputs to an overall project influence engine that will combine them with each relationship value (P. T. Hester). The ending result will be a numerical value that reflects a stakeholder’s influence on the project. This proprietary algorithm used to power the project influence engine was developed by the engineers from NCSOSE. Other small features are included in STAT to improve the overall user experience. Aesthetic change options such as background color and font choices will be readily available to assist with the visually impaired or simply conform to a user’s personal choice. These program settings will be saved along with project information within the XML save file. All save files can be optionally encrypted to enhance project security. Graphical tools for the various diagrams such as the abilities to pan and zoom will also be included to refine visuals for projects of any size. For users who have previously completed elements stakeholder analysis by methods other than using the STAT program, stakeholder data will be able to be injected by user created scripts. Lab 1: STAT Product Description 10 2.2 Major Components (Hardware/Software) STAT is being designed to be a simple desktop application. The software and hardware involved are not sophisticated and will not require any special technology to function. The hardware required solely consists of a client computer. At this moment the minimum required computer specifications are unknown and will not be determined until testing is complete. The software aspect of STAT is comprised of the analysis engines and an embedded database that will output information to XML data files. The user will be able to interact with STAT through a graphic user interface (GUI). The entirety of the software will be programmed in Java to create the standalone, platform independent, Java application STAT is designed to become. Figure 6. STAT major functional components [This space intentionally left blank.] Lab 1: STAT Product Description 11 3 IDENTIFICATION OF CASE STUDY The design of the STAT program is based on the extensive research accomplished by the system engineers of NCSOSE. This research center focuses on the study and development of new methodologies and technologies in system’s theory. One of the current projects is the focus of new decision making efforts in the world of stakeholder analysis. A paper describing their methodology by Patrick Hester, Joseph Bradley, and Kevin Adams was published in 2013 titled “Stakeholders in Systems Problems”. This research combines the previous studies of R. Freeman, R. Mitchell, G. Savage, and other researchers in the field of stakeholder analysis and furthers the research by adding newly developed NCSOSE discoveries. The NCSOSE stakeholder analysis method consists of first identifying each relevant stakeholder and then analyzing three aspects of each one: classification, attitude, and relationships with other stakeholders. The final product of this method is a management plan that summarizes the project information and provides a recommended plan of action (P. T. Hester). The NCSOSE methodology’s initial starting point is the identification of relevant stakeholders. This is sometimes known as the “brainstorming” step. The goal of this activity is to quickly identify participating stakeholders while refraining from in-depth analysis. To help differentiate the relevancy of the identified stakeholders, the individual wants of each stakeholder are also identified. In every problem, every stakeholder will affect or be affected by the outcome of the project. It is important to identify each want and eventually put forth effort to appease or compromise as much as possible to ensure the project’s success. Once all the stakeholders and their wants have been identified, the analysis processes can begin. The foundation of NCSOSE’s stakeholder analysis research extends the initial groundwork set forth by Freeman in 1984. This work was later expanded by Mitchell, Agle, and Lab 1: STAT Product Description 12 Wood in 1997 who introduced the concept of categorizing stakeholders into various classes based on their attributes. The three attributes are power, legitimacy, and urgency and should be measured in relation to the current project being developed (Mitchell). Either a stakeholder has an attribute or does not have it. This leads to the possibility of the stakeholder being classified in one of four different classes (Table 1). Table 1. Stakeholder classifications [This space intentionally left blank.] Lab 1: STAT Product Description 13 The NCSOSE analysis method of determining a stakeholder’s attitude is derived from the research of Savage, Nix, Whitehead, and Blair in 1992. They determined that a stakeholder’s attitude can be placed in one of four categories (Table 2) based on the stakeholder’s potential of threat to the project and the stakeholder’s potential of cooperation with the project (Savage). The importance of realizing a stakeholder’s attitude is essential to eventually determining a recommended strategy of engagement. Savage, Nix, Whitehead, and Blair determined four strategies based on matching the stakeholder’s classification with their attitude (Figure 3). NCSOSE added a fifth action to deal with stakeholders with little to no significance towards the project (P. T. Hester). Stakeholders with little to no significance must also be taken into consideration as their amount of influence may change throughout the course of the project. Table 2. Stakeholder attitudes Once the identification process has been completed and the classifications and attitudes of each stakeholder has been determined, there is still a high chance the overall influence of each stakeholder will be hard to distinguish from one another within the project. The levels of influence need to be more unique to eventually create a precise management plan. Therefore, the relationships between stakeholders (Table 3) must also be analyzed (P. T. Hester). The direction and strength of every relationship a stakeholder has with other stakeholders are combined with the information obtained from the classification and attitude analysis steps. Using an algorithm developed by NCSOSE, the overall amount of influence a stakeholder has on the project can be Lab 1: STAT Product Description 14 determined. Once each stakeholder’s level of influence has been determined, an accurate and detailed management plan may be developed. Table 3. Stakeholder relationships The resulting product of the identification process and three analysis steps is a recommended plan of action known as the stakeholder management plan (SMP). This synopsis combines all of the information about each stakeholder and lists them in an organized matrix-like visual (P. T. Hester). The rows of this matrix are comprised of the involved stakeholders. The columns of the matrix consist of the name, wants, classification, attitude, influence, and strategy which have been derived from the identification and analysis steps. Other columns are also added to further assist the project managers with stakeholder management. These columns are: method of engagement, proximity of engagement (Last Engaged), responsible party, and notes (Figure 5). By default, the matrix is in descending order by their strategy but it is important to be able to sort the matrix by other columns depending on the project team’s task at hand. Every change in the overall analysis of the project’s stakeholders will change the SMP and could potentially render a project management plan useless. Therefore, the SMP must be constantly updated to incorporate these changes. Lab 1: STAT Product Description 15 4 STAT PROTOTYPE DESCRIPTION The stakeholder analysis and management (SAM) requirements have been identified through multiple meetings with the project mentors from NCSOSE. The five steps (identification, classification, attitude, relationships, and management) described in the NCSOSE stakeholder analysis methodology (P. T. Hester) will be the main focus of creating a functional prototype. Every project will also have the ability to encrypt the .stat XML data files. This will heighten the security measures of any project that requires restricted access. 4.1 Prototype Architecture (Hardware/Software) STAT will be programmed in the Java programming language. This will be accomplished by utilizing Oracle’s Java Virtual Machine (JVM) on the individual client computers of the development team. Five main areas of focus will comprise the architecture: the GUI, test modules, SAM processes, project settings, and an XML based file format (Figure 7). The GUI and visuals will be powered by various features of the Java swing API. The SAM processes will be tested by a built in stakeholder generator and external XML files that will provide input to the algorithms. Project settings will be developed in concurrence with the XML file format. NCSOSE has expressed the desire to also use real data from actual previous stakeholder analysis projects to compare results. Figure 7. Prototype MFCD Lab 1: STAT Product Description 16 Little hardware is required for the development of the STAT prototype. Being a standalone desktop application, there is no need for a centralized server or external database. The majority of work will be performed on the development team’s personal computers as mentioned earlier. A virtual lab computer provided by the ODU computer science department will be set up with an Ubuntu operating system strictly to act as a repository for the development team. Using this setup, the development team should be able to focus on different areas of the program simultaneously and maximize the permitted development time allotted. 4.2 Prototype Features and Capabilities The STAT prototype will not differ too much from the real world product. The NCSOSE designed method of identification and stakeholder analysis will be identical. The visual representations of the SAM steps will also appear similar though perhaps less enhanced graphically. Basically, all of the functionality of the five-part SAM process will be included in the prototype. The program specific elements such as XML exportation, user settings, and encryption options will also match the real world product (RWP) implementation. The vision of STAT’s prototype design is to create a fully functional product with minor appearance changes from the RWP. The major difference between the STAT prototype and the RWP are the testing modules that will be included in the prototype development. It is important to ensure the STAT design is able to handle any discrepancy in functionality. Inner and outer input testing will be included to test the limits of STAT project control. Inner testing will be performed by a built-in module that will generate randomized stakeholders. They can also be modified to contain specific attributes for testing the limits of the SAM processes. Outer testing will be accomplished by loading Lab 1: STAT Product Description 17 external .stat files into the program. These files will be developer created, each with a focus to check on situational error handling. 4.3 Prototype Development Challenges The STAT prototype is being built as a standalone software product for client computers. In theory, the design should allow for compatibility with mobile devices but it is not the focus of the prototype development to ensure perfect mobile portability. The test modules will focus on the functionality of the SAM processes as they perform on the developers’ client computers. These tests may not cover any problems that may occur when porting to mobile operating systems. The encryption process will be a developer designed function to help enhance security when needed. This will be a password controlled process that manipulates the XML bound save data to be unintelligible. As with any other encryption process, the patterns may be potentially deciphered and all encrypted STAT save files could be compromised. Encryption does add an extra sense of security for STAT users but cannot guarantee complete confidentiality. [This space intentionally left blank.] Lab 1: STAT Product Description 18 GLOSSARY Attributes - Attributes describe the stakeholder. These are defined as power, legitimacy, and urgency. Entity - An individual or organization involved in a project. o Stakeholder Project - A collaborative effort to accomplish a common goal. o An effort to solve a problem Relationship - The manner in which two entities are associated. o Connection o Link Stakeholder - Someone who can affect or is affected by the achievement of the organization's objectives. o Anyone with an interest in a project o Can be individuals or organizations o Interests may be affected by project execution o Have an influence over project objectives and outcomes o Entities User - Potential operator of the STAT software. o Problem Solver Visuals - Various methods that show information graphically. o Display ACRONYMNS GUI – Graphical User Interface JVM – Java Virtual Machine MFCD – Major Functional Component Diagram NCSOSE – National Centers for System of Systems Engineering ODU – Old Dominion University RWP – Real World Product SA – Stakeholder Analysis SAM – Stakeholder Analysis and Management SMP – Stakeholder Management Plan SRM – Stakeholder Relationship Map STAT – Stakeholder Analysis Tool XML – Extensible Markup Language Lab 1: STAT Product Description 19 REFERENCES Hester, P. T., Adams, K. M. "STAT development meeting." 2 April 2013. Hester, P. T. "STAT development meeting 2." 26 April 2013. Hester, P. T., Bradley, J. M., & Adams, K. M. "Stakeholders in Systems Problems. File last modified 3 April 2013." 2013. Microsoft Powerpoint File. Hester, P. T., Bradley, J. M., & Adams, K. M. "Stakeholders in systems problems." International Journal of System of Systems Engineering, 3(3/4) (2012): 225-232. Mitchell, R. K., Agle, B. R., & Wood, D. J. "Toward a theory of stakeholder identification and salience: Defining the principle of who and what really counts." Academy of Management Review, 22(4) (1997): 853-886. Savage, G. T., Nix, T. W., Whitehead, C. J., & Blair, J. D. "Strategies for assessing and managing orgainizational stakeholders." The Executive, 5(2) (1991): 61-75.