Modern Systems Analysis and Design 5th edition Instructor’s Manual Chapter 3 Managing the Information Systems Project Chapter Overview Chapter 3 introduces students to the process of managing an information systems project. Specifically, the chapter focuses on the systems analyst’s role in managing information systems projects through the four phases in the life of all projects: initiation, planning, execution, and close down. You and your students should view this chapter as a valuable reference throughout the systems analysis and design course and use the material in this chapter to assist in guiding and evaluating ongoing project activities. In order to provide students with a better understanding of the totality of an information systems project, this chapter is placed early in the textbook. You should emphasize that the skills and knowledge gained from this chapter are a critical foundation to the effective management of, not only information systems projects, but all types of projects and activities. Chapter 3 also introduces the textbook’s second running case, Pine Valley Furniture, which is also used to demonstrate each chapter’s key concepts. This running case provides a concrete example of a systems development project. A detailed description of the Pine Valley Furniture case is located on the Modern Systems Analysis and Design Web site. The URL for this site is http://www.prenhall.com/hoffer/. Instructional Objectives Specific student learning objectives are included at the beginning of the chapter. From an instructor’s point of view, the objectives of this chapter are to: 1. Explain the process of managing an information systems project. 2. Describe the skills required to be an effective project manager. 3. List and describe the skills and activities of a project manager during project initiation, project planning, project execution, and project close down. 4. Describe the documents and processes involved in each of the project steps beginning with the Project Charter and the project scope statement and culminating with the project closedown review. 4. Explain what is meant by critical path scheduling and describe the process of creating Gantt charts and Network diagrams. 5. Explain the widely used method for project cost estimation COCOMO (COnstructive COst MOdel). 6. Explain the increasing emphasis upon the elements in a communication plan and how it affects the overall project outcome. Also explain that communicating project status is critical at all stages and for all stakeholders. 15 Modern Systems Analysis and Design, 5th edition Instructor’s Manual 7. Explain how commercial project management software packages assist in representing and managing project schedules. Classroom Ideas 1. Since this chapter introduces many different concepts and terms that are central to the management of information systems projects, ask your students to review the chapter’s key terms. As part of your class discussion, use Review Question 1, at the end of the chapter, to compare and contrast this chapter’s key terms. 2. You may choose not to lecture from this chapter. Your students can read the chapter much as they might read a supplemental, background reading. This comment is especially true if your students have been exposed to project management concepts in another course. If you choose this approach, you should ask each student to apply the concepts of this chapter to a noninformation systems activity (e.g., going on a date, vacation, etc.). For the noninformation systems activity, ask students to describe the initiation, planning, execution, and close down activities. Ask your students to create a work breakdown structure that includes precedence relationships and time durations for each activity. Additionally, ask your students to construct Gantt charts and Network diagrams for these activities. Students can perform these tasks either inside or outside of class. If you allocate class time, ask the students to describe their project and phases. Alternatively, this activity makes a good written assignment. 3. If you lecture from this chapter, the chapter’s tables and figures are good resources for summarizing the major project management activities. 4. Another alternative to lecturing from the chapter is to discuss selected Review Questions, Problems and Exercises, and Field Exercises with your students. The selected questions help focus a discussion on project management concepts and techniques. 5. Make sure your students have the ability to construct Gantt charts and Network diagrams. During class, work several of the problems presented in the chapter or at the end of the chapter. Problems and Exercises 1, 2, 3, 6, and 8 are good problems to work in class. 6. Another effective approach to presenting this chapter is to ask students who have been on systems development teams to compare their experiences to the concepts presented in Chapter 3. This discussion is a good way to elaborate on alternative ways for managing systems development projects, especially if systems were constructed using different methodologies. Use this discussion to explore whether these student projects followed the discrete phases outlined in the chapter. Ask your students to describe the project manager’s activities. What activities are the same? What activities are different? 7. If you have access to project management software, demonstrate how a systems development project is represented. Such a demonstration teaches students project management techniques and gives students greater confidence to use project management software. 8. If you have access to a practicing systems development project manager, a useful activity is to invite her into your class to discuss how she manages projects. Ask this person to discuss how she 16 Chapter 3 Managing the Information Systems Project manages the four project management phases. Also, what tools are used? How do project members communicate? 9. Using a copy of the project management guidelines from a local systems development firm or consulting organization, show students how extensive project management guidelines typically are. If you have students working in systems development organizations, you might ask them to bring to class their firm’s guidelines. If possible, reproduce the table of contents from these manuals for all students. Have your students compare the various guidelines to see what each organization emphasizes and what is different. Answers to Key Terms Suggested answers are provided below. These answers are presented top-down, left to right. 13. Project manager 8. Project 3. Deliverable 4. Feasibility study 13. Project management 12. Project initiation 16. Project workbook 15. Project planning 19. Work breakdown structure 5. Gantt chart 6. Network diagram 11. Project execution 10. Project closedown 2. Critical path scheduling 1. Critical path 18. Slack time 7. PERT (Program Evaluation Review Technique) 9. Project Charter 17. Resources Answers to Review Questions 1. a. Critical path scheduling is a scheduling technique whose order and duration of a sequence of task activities directly affect the completion date of a project. Gantt is a specific, graphical technique for representing projects, showing each task activity as a horizontal bar whose length is proportional to its time for completion. Network diagramming is a specific, graphical technique for representing projects by depicting project activities and their interrelationships. Slack time is the amount of time that a single activity can be delayed without delaying the completion date of the project. b. A project is a planned undertaking of related activities to reach an objective. Project management is a controlled process for initiating, planning, executing, and closing down a project (i.e., the science of managing a project). The project manager is the individual responsible for managing the activities involved in completing a project. c. Projects are managed through four distinct phases: initiation, planning, execution, and close down. Project initiation includes those activities that assess the size, scope, and complexity of 17 Modern Systems Analysis and Design, 5th edition Instructor’s Manual the project and establishes procedures to support later project activities. Project planning defines clear, discrete activities and the work needed to complete each activity within a single project. Project execution puts the plans created in prior phases into action. Project close down brings a project to an end. d. A project workbook is a repository for all project documentation. Any person, group of people, piece of equipment, or material used in accomplishing an activity, are resources. A work breakdown structure refers to the process of dividing the project into manageable tasks and logically ordering these tasks to ensure a smooth evolution between tasks. When developing a work breakdown structure, the project manager must carefully consider his resources. The work breakdown structure is stored in the project workbook. 2. Information system projects are undertaken to take advantage of business opportunities or to solve business problems. Providing an innovative service to customers through the creation of a new system exemplifies taking advantage of an opportunity. Modifying the way in which an existing system processes data so that more accurate or timely information is provided to users exemplifies solving a business problem. 3. The common activities and skills of a project manager are highlighted in Table 3-1. Although a case can be made for each project management skill listed in the table, effective oral and written communication is likely the most fundamental skill for a project manager to master. Without effective communication skills, the ability to successfully complete activities is curtailed. 4. Project initiation has five major activities: (1) establishing the project initiation team; (2) establishing a relationship with the customer; (3) establishing a project initiation plan; (4) establishing management procedures; and (5) establishing the project management environment and project workbook. Establishing the project initiation team organizes an initial core of project team members to assist in accomplishing the project initiation activities. Establishing a relationship with the customer builds a cooperative and trusting partnership with the customer. Establishing a project initiation plan defines the necessary activities required to organize the initiation team while they are working to define the scope of the project. Establishing management procedures focuses on developing team communication and reporting procedures, job assignments and roles, project change procedures, and determining how project funding and billing will be handled. Establishing the project management environment and project workbook creates the repository for all project correspondence, inputs, outputs, deliverables, procedures, and standards of the project team. 5. The activities performed by the project manager during project planning include: (1) describing project scope, alternatives, and feasibility; (2) dividing the project into manageable tasks; (3) estimating resources and creating a resource plan; (4) developing a preliminary schedule; (5) developing a communication plan; (6) determining project standards and procedures; (7) identifying and assessing risk; (8) creating a preliminary budget; (9) developing a Statement of Work; and (10) setting a Baseline Project Plan. Describing project scope, alternatives, and feasibility develops an understanding of the content and complexity of the project by gaining answers to and agreement on the following types of questions: What problem or opportunity does the project address? What are the quantifiable results to be achieved? What needs to be done? How will success be measured? 18 Chapter 3 Managing the Information Systems Project How will we know when we are finished? After defining the scope of the project, the next objective is to identify and document general solutions for the current business problem or opportunity and assess each solution for feasibility so that a choice can be made as to which to consider during subsequent SDLC phases. Dividing the project into manageable tasks identifies specific tasks and then logically orders them to ensure a smooth evolution between tasks. Estimating resources and creating a resource plan approximates resource requirements for each project activity and uses this information to create a project resource plan. Developing a preliminary schedule uses information regarding tasks and resource availability to assign time estimates to each activity in the work breakdown structure. This assignment will allow for the creation of target starting and ending dates for the project. Developing a communication plan outlines the communication procedures between management, project team members, and the customer. Determining project standards and procedures specifies how various deliverables are produced and tested. Identifying and assessing risk examines sources of project risk and estimates the consequences of those risks. Risks might arise from the use of new technology, resistance to change, availability of critical resources, competitive and regulatory actions, and team member inexperience with technology or the business area. Creating a preliminary budget means outlining the planned expenses and revenues associated with the project. The focus of developing a Statement of Work is to create a document that outlines all work that will be done and makes clear what the project will deliver. The focus of setting a Baseline Project Plan is to develop an initial plan that reflects the best estimate of the project’s tasks and resource requirements and is used to guide the next project phase: execution. 6. Project execution activities include: (1) executing the Baseline Project Plan; (2) monitoring project progress against the Baseline Project Plan; (3) managing changes to the Baseline Project Plan; (4) maintaining the project workbook; and (5) communicating the project status. The focus of executing the Baseline Project Plan is to put the Baseline Project Plan (e.g., the execution of project activities, acquire and assign resources, orient and train new team members, keep the project on schedule, and assure the quality of project deliverables) into action. The focus of monitoring project progress against the Baseline Project Plan is to compare the actual progress of the project to the Baseline Project Plan. If the project gets ahead of (or behind) schedule, adjustments to resources, activities, and budgets can be made. The focus of managing changes to the Baseline Project Plan is to alter the Baseline Project Plan as events (e.g., a slipped completion date of an activity) occur. The focus of maintaining the project workbook is to update the project workbook, which contains project-related information. The focus of communicating the project status is to inform all interested parties, systems developers, managers, and customers, about how the project is progressing. 7. Table 3-2 summarizes project team communication methods. Table 3-2 rates each method in terms of formality and use (informing, resolving issues, or keeping permanent records). The following table lists the communication methods from Table 3-2 and provides an example of the type of information that might be shared among team members for each method. 19 Modern Systems Analysis and Design, 5th edition Instructor’s Manual Team Communication Methods and Corresponding Examples Communication Methods Examples Project Workbook Official system documentation, such as data flow diagrams or entity– relationship diagrams, interview notes Meetings Review project schedule Seminars and Workshops Techniques and methods to be used in subsequent project phases Project Newsletters Introduce new team members, explain upcoming project activities Status Reports Project activity completions and issues Specification Documents Form designs, program structure charts Minutes of Meetings Decisions made on alternative system designs Bulletin Boards Project status, awards for team members Memos Guidance to team members, personnel appraisals Brown-Bag Lunches Information from trade shows attended by team members, ideas about articles read on systems analysis and design Hallway Discussions Answers to questions, advice on how to deal with problems 8. The project closedown activities performed by the project manager are: (1) closing down the project, (2) conducting post-project reviews, and (3) closing the customer contract. The focus of closing down the project is to conclude the project. The objective of conducting post-project reviews is to assess the strengths and weaknesses of project deliverables, the processes used to create them, and the project management process. The focus of closing the customer contract is to ensure that all contractual terms of the project are met. 9. Critical path scheduling is a scheduling technique where the order and duration of the sequence of project activities directly affect the completion date of a project. Applicable project characteristics include: (1) well-defined activities that have a clear beginning and end point; (2) activities that can be worked on independently of other activities; (3) activities that are ordered (or can be ordered); and (4) activities that when completed serve the purpose of the project. 10. The steps involved in making a Gantt chart are: (1) identify each activity to be completed in the project; (2) determine time estimates and calculate the expected completion time for each activity; (3) determine the sequence of the activities and precedence relationships among all activities; and (4) construct the Gantt chart. 11. The steps involved in making a Network diagram are: (1) identify each activity to be completed in the project; (2) determine time estimates and calculate the expected completion time for each 20 Chapter 3 Managing the Information Systems Project activity; (3) determine the sequence of the activities and precedence relationships among all activities; and (4) construct the Network diagram. 12. Project planning typically occurs during the project initiation and planning phase of the SDLC. Project management occurs during all phases of the SDLC; however, different project management activities occur during different SDLC phases. 13. Task sequence depends on which tasks produce deliverables needed in other tasks, when critical resources are available, constraints placed on the project by the client, and the process outlined in the SDLC. Answers to Problems and Exercises 1. Because each of the four project management phases has its unique challenges, student answers will vary. Project initiation, the first phase, involves team building, building relationships with customers, defining the problem and project, and other challenging tasks. Some students will argue that the first phase is most important. If the first phase is conducted poorly, the project is likely to be doomed to failure. Project planning, the second phase, is also important because it can make or break the success of the project work that follows. In addition, resource planning, scheduling, crafting a budget, and other planning tasks are difficult. Good planning is a challenge, since there is almost always pressure to truncate or do away with planning. Many students are likely to choose project execution, the third phase. This phase involves actually building the system, which is the analyst’s primary responsibility and often is the longest phase of project management. Students are not likely to choose the fourth phase, closing down the project. However, this phase is equally challenging. The dismantling of the team is a difficult, often overlooked aspect of project management. In addition, assignment changes for team members and performance appraisals are challenges associated with this phase. 2. Sources of risk include the use of new technology, prospective users’ resistance to change, availability of critical resources, competitive reactions or changes in regulatory actions due to the construction of a system, and team member inexperience with the technology or business area. A manager should identify the potential sources of risks, describe the possible negative outcomes, determine the probabilities of occurrence, and prepare contingency plans for those significant outcomes with a high probability of occurrence. 3. Several project management software packages are available for the personal computer. Microsoft Project for Windows and Primavera are two widely used project management software packages. Information about project management software can be obtained from a variety of sources, including the World Wide Web, trade magazines, the library, marketing packets, and testing services. The World Wide Web is an excellent source of information. As part of your class activities or as a homework assignment, students can search the Web for relevant information about project management software. If time permits, ask students to investigate public domain and shareware products. How do these products compare with Microsoft Project? Advice given to prospective buyers is much like the advice provided to buyers of other types of software. For example, the individual should first determine what he needs and why he needs it, and then he should see what packages best meet these needs at an acceptable price. The opinions of other users are also advisable. 21 Modern Systems Analysis and Design, 5th edition Instructor’s Manual 4. Information systems projects are very similar to other types of projects. Most large, complex projects, whether they involve developing information systems or not, share many characteristics. For example, they involve time and resource constraints, managing people, breaking a project into subtasks, and determining the interrelationships among the subtasks. Information systems projects are different in that they tend to involve technological change more often than the other types of projects. The project management software that the students reviewed is most likely to be generic; that is, it can be used for a variety of projects, just as a word processor or spreadsheet can be used for a variety of tasks in a variety of organizations. Microsoft Project for Windows, for example, can be used for nearly any project, regardless of whether or not it is a systems development project. 5. Student answers will vary, but all should accept the opportunity to become an information systems project manager, if they believe that they are ready. This is a great opportunity and is often the springboard into higher managerial opportunities within the systems area. Students should draw from the list of skills and activities of a project manager listed in Table 3-1. In addition, students will list other skills, abilities, and experiences that will make them a good project manager. Students who believe that they would feel uncomfortable being a project manager probably believe that they do not have enough experience. Additional training and education will help, but often the best way to learn how to manage is to do it. They might start out by supervising the completion of relatively small projects or closely watching a mentor as he manages a project. 6. The expected times for this exercise are summarized in the following table. Problems and Exercises 6 Expected Times Summary Table Task A B C D E F G H I J Expected Time 7 9 3 5 6 5 4 4 5 6.83 7. A variety of software products can be used to produce a Network diagram. The important issue is that the students accurately express the relationships among the activities in this problem. The earliest expected completion time is 27 weeks. The activities in the boxes with the darker border are on the critical path. These activities include collect requirements, analyze processes, design processes, design reports, test and document, and install. Changing Activity 6 from 1 week to 6 weeks does not mean much. Activity 6 is off the critical path, as is Activity 8, its successor. There is enough slack time for Activities 6 and 8 so that this change does not affect the project’s completion time. 22 Chapter 3 Managing the Information Systems Project The following table summarizes the early finish, late finish, and slack times for this exercise. This table also identifies the activities located on the critical path. Problems and Exercises 7 Activity Summary Table -1 2 2 2 Early Finish 2 5 8 12 11 Late Finish 2 5 12 12 12 Slack 0 0 12 0 1 Critical Path? Yes Yes No Yes No 1 5 3, 4 4, 5 13 17 17 17 8 0 No Yes 4 8 2 6, 7 7 8, 9 21 25 27 25 25 27 4 0 0 No Yes Yes Activity 1 2 3 4 5 Time 2 3 3 7 6 6 7 8 9 10 Immediate Predecessors Network Diagram 23 Modern Systems Analysis and Design, 5th edition Instructor’s Manual 8. Microsoft Project was used to create the following Gantt chart. This chart has a July 28, 2004, start date. Problems and Exercises 8 Gantt Chart 9. The new time estimates have pushed the earliest expected completion time to 63 weeks. The activities in the boxes with a darker border are on the critical path. The activities on the critical path include collect requirements, analyze processes, design processes, design reports, test and document, and feedback. The Network diagram was completed using Microsoft Project. Problems and Exercises 9 Network Diagram 24 Chapter 3 Managing the Information Systems Project Activity Summary Table Activity Time Immediate Predecessors Early Finish Late Finish Slack Critical Path? 1 4 -- 4 4 0 Yes 2 2 1 6 6 0 Yes 3 6 2 12 48 36 No 4 21 2 27 27 0 Yes 5 12 2 18 27 9 No 6 2 3, 4 29 50 21 No 7 15 4, 5 42 42 0 Yes 8 8 6, 7 50 58 8 No 9 16 7 58 58 0 Yes 10 4 8, 9 62 62 0 Yes 11 1 9,10 63 63 0 Yes 10. Student answers will vary. To make it worthwhile to create Gantt and Network diagrams, encourage your students to choose projects of sufficient complexity. Encourage students to use project management software to create their charts. Have students compare their charts and, if possible, compare charts created using different software products. Have students discuss the comparative strengths and weaknesses of these packages. Alternatively, compare charts drawn using software with those drawn by hand. Have your students discuss the comparative advantages and disadvantages of drawing these charts by hand as opposed to using project management software. Emphasize the typical power of any computer tool, which is the efficiency of making changes to the data compared to manual methods. 11. Some of these difficulties are easier to deal with than others. When changing the project plan to account for the delays, students will simply adjust their Gantt and Network diagrams accordingly. Other difficulties, however, are more problematic. For example, dealing with the boss is potentially more difficult. Frequent communication, accurate and full assessments of the situation, requests for reasonable means to deal with problems, and a history of being a good project manager are necessary to gain compliance from the boss. There are basically four problems. The reassigned team member and the changes in due dates are beyond the control of the project manager. However, the personality clashes among team members and the mistaken completion estimate for one of the tasks are within the control of the project manager. If these two problems remain unsolved, they may reflect poorly on the project manager. One prudent alternative is to explain the situation to the boss. The project manager should also explain to the boss what he is doing to solve these two problems. If the boss absolutely cannot accept the project past the original deadline, then additional resources are needed to complete the project on time. If additional resources will solve the problem, and they are available, the project manager should provide a fairly strong, convincing rationale for why these new resources should be allocated to this project. The project manager might show, for example, that the project cannot be completed on time unless the boss doubles the programmers available for this project or takes some much needed experts off other projects and assigns them to this project. 25 Instructor’s Manual Modern Systems Analysis and Design, 5th edition 12. The following table summarizes the early finish, late finish, and slack times for this exercise. This table also identifies the activities located on the critical path. A Gantt chart is also provided. The Gantt chart was prepared with Microsoft Project; the starting date is July 26, 2004. Problems and Exercises 12 Activity Summary Table Immediate Predecessors EF 5 -- 3 A C 4 Activity Time A B LF Slack Critical Path? 5 5 0 Yes 8 12 4 No A 9 9 0 Yes Yes D 6 C 15 15 0 E 4 B, C 13 16 3 No F 1 D 16 16 0 Yes G 5 D, E, F 21 21 0 Yes Gantt Chart 26 Chapter 3 Managing the Information Systems Project 13. A suggested Network diagram is provided below. Microsoft Project was used to prepare the Network diagram. Activities A, C, D, F, and G shown with a darker border are on the critical path. Problems and Exercises 13 Network Chart 27 Instructor’s Manual Modern Systems Analysis and Design, 5th edition 14. Suggested answers are provided below; Microsoft Project was used to prepare the Network diagram. Activities in boxes with a darker border are on the critical path. The following table summarizes the times, immediate predecessors, early and late finish times, and slack times for each activity. As noted in the table and Network diagram, activities A, D, E, F, I, and J are on the critical path. Problems and Exercises 14 Activity Summary Table Late Time Immediate Predecessors Early Activity Finish Finish Slack Path? A 4 -- 4 4 0 Yes B 5 A 9 31 22 No C 6 A 10 17 7 No D 7 A 11 11 0 Yes E 6 A, D 17 17 0 Yes F 5 C, E 22 22 0 Yes G 4 D, E 21 22 1 No H 3 E 20 26 6 No I 4 F, G 26 26 0 Yes J 5 H, I 31 31 0 Yes Network Diagram 28 Critical Chapter 3 Managing the Information Systems Project 15. A Gantt chart, based on the previous question’s criteria, is presented below. The start date is July 26, 2004. Microsoft Project was used to prepare this chart. Problems and Exercises 15 Gantt Chart 16. Suggested answers are provided below. Microsoft Project was used to prepare the Network diagram, and the Gantt chart. On the Network diagram, activities in boxes with a darker border are on the critical path. The following table summarizes the times, immediate predecessors, early and late finish times, and slack times for each activity. As noted in the table and Network diagram, activities A, B, C, D, F, H, I, and K are on the critical path. Problems and Exercises 16 Activity Summary Table Late Time Immediate Predecessors Early Activity Finish Finish Slack Critical Path? A 2 -- 2 2 0 Yes B 3 A 5 5 0 Yes C 4 B 9 9 0 Yes D 5 C 14 14 0 Yes E 4 C 13 14 1 No F 3 D, E 17 17 0 Yes G 4 F 21 23 2 No H 6 F 23 23 0 Yes I 5 G, H 28 28 0 Yes J 2 G 23 28 5 No K 4 I, J 32 32 0 Yes 29 Modern Systems Analysis and Design, 5th edition Instructor’s Manual Problems and Exercises 16 Gantt Chart Network Diagram 17. Student answers will vary. However, students will likely mention reviewing degree requirements, visiting with advisors, comparing schedules with friends (making sure they are in the same class), reviewing work schedules, and course schedules. Encourage students to use project management software to create their Network diagrams and Gantt charts. Ask them to discuss the advantages to using project management software over constructing the charts by hand. 30 Chapter 3 Managing the Information Systems Project Guidelines for Using the Field Exercises 1. Students will provide a variety of answers for this question, so it is useful for students to compare their answers. Each of us is unique, as are project managers, so the students are likely to find variations in the skills and activities that project managers are responsible for, the skills and activities they find more challenging, those at which they are better, and those they prefer. Table 3-1 is a fairly complete list, so it will be interesting to see if students can find managers who mention skills or activities not listed in the table. You can use the information generated by students in your project management lecture the next time you teach the course. 2. As with the previous question, students are likely to provide a variety of answers for this question. Thus, it is useful for students to compare their answers. While the project planning elements in Figure 3-8 are fairly complete, they are operationalized differently within each organization. Students are likely to find variations in the extent to which these elements are part of each person’s planning process. Have the students discuss why barriers exist and what can be done to either eliminate, exploit, or work around these barriers. 3. People have different communication strengths, weaknesses, and preferences. Also, different forms of communication are emphasized in different organizations. However, meetings, memos, and hallway discussions occur in nearly all organizations. People are likely to have distinct ideas about which types of communication are best for certain situations. For example, people tend to use memos for more formal communication. Similarly, people tend to use hallway discussions for more informal and/or sensitive information. 4. This question parallels Field Exercise 2 in many ways. In fact, it is useful for students to answer Field Exercises 2 and 4 simultaneously. While the project execution elements in Figure 3-13 are fairly complete, they are operationalized differently within each organization. Students are likely to find variations in the extent to which these elements are part of each person’s work. Have the students discuss why the barriers exist and what can be done to either eliminate, exploit, or work around these barriers. 5. This is a substantial question, but it should provide rich, useful information for class discussion. The key issues are the similarities and differences between information systems projects and other types of projects. In particular, are different personal leadership attributes required for systems projects versus nonsystems projects? An organization’s culture and general management style can affect leadership attributes applied in each case. Many people argue that leadership skills and attributes are generic and transcend most tasks and jobs. However, the students may uncover some perceived differences from their small data set they build from the individual reports of project managers. 6. This is a very useful exercise, especially if the students can observe an information system project team building a real system. If not, it is still useful for students to conduct the same exercise using a class-based student project team. Alternatively, your students can read something like Tracy Kidder’s award winning book, The Soul of a New Machine, which is an account of an information systems project (new computer system design) team in industry (Data General). This book is an excellent case study of the sociology of teams and projects. Have your students compare their answers to see if a general set of project team do’s and don’ts arises. Have the students also address the extent to which each of these do’s and don’ts is generalizable to other project team settings. 31 Modern Systems Analysis and Design, 5th edition Instructor’s Manual Appendix: Object-Oriented Analysis and Design Project Management Chapter Overview This is a good time to begin the comparison and contrast of the OOSAD project to the more traditional systems project. Your students hopefully have an understanding of object-oriented programming from their prerequisites and can make the transition to an understanding of how those objects are designed to be implemented in a real-world project. OOSAD is iterative in nature and totally dependent upon the concept of componentization, of “slicing,” a project into manageable chunks of the overall system. By definition, most slices are two to eight weeks in length and can accomplish a single Use Case (Chapter 7 covers this more thoroughly). By accomplishing and releasing to the user these slices of the project the system can be released in phases that are both useable to the stakeholders and allowing for growth in the knowledge of the system, architecture and resources of the team. This means the role of project manager is not so much changed as increased and there is significant emphasis on the project manager being involved in each of the iterations, while planning for future iterations at the same time. Instructional Objectives The objectives of this appendix for the instructor are to: 1. Describe the unique characteristics of the OOSAD project and its phases of inception, elaboration, construction and transition. 2. Describe slicing and componentization. 3. List and describe the specific planning and management skills that the project manager must have in addition to the phase-specific skills (analysis, design, implementation and operations) that must accompany each of the project phases. 4. Contrast the front-end planning emphasis in the traditional approach to the more iterative planning approach in OOSAD. 5. Emphasize the iterative nature of knowledge and learning about system requirements, architecture and team resources inherent in these projects. 6. Describe the nature of releasing completed pieces of the system to the users and the subsequent fine tuning of those elements throughout the project. Rework is in the nature of these projects. 7. Describe how the stakeholders get something throughout the project and are heavily involved in the process throughout. Classroom Ideas As with CASE tools described in Chapter 1, the best possible contribution to the students’ understanding of OOSAD would be to have a local practitioner come to the classroom for a guest lecture. Having a working professional, especially if they hold project manager designation, describe the planning, process and iterative nature of these projects would go far towards student understanding of the real world application of object-oriented applications. If that is not possible students may be able to research these types of projects on the internet or through case studies in current IT journals. All of this will depend upon the instructors’ level of understanding and desire, possibly even time constraints, on bringing the OOSAD process into their course. 32 Chapter 3 Managing the Information Systems Project Discussing the review questions and problems and exercises would also be helpful to understanding the similarities and differences in these types of systems. Answers to Review Questions 1. The unique characteristics of OOSAD projects with regard to management can be seen most clearly by referring to Figure 3.38. In this figure we see that although planning and management take place throughout the project, that due to the iterative nature of each of the slices that in addition to planning and management the project manager must contribute analysis, design, implementation and operation skills in increasing increments throughout the overall project. Another difference might be that the project manager is used to (in the more traditional life cycle approach to projects) planning extensively up front, while in an OOSAD project there is an iterative nature to planning as well, with increasing levels of detail, resulting from the increased learning about the system and requirements, in the plan as the project progresses. Answers to Problems and Exercises 1. The reason that project managers should schedule the completion of the “hard” problems first in an OOSAD project is to mitigate the risk of the project by making architectural and technical resource questions the first that are answered. This allows the project to focus on design and implementation towards these specific technical requirements. This is in direct contrast to the open flow of logical design that takes place in a more traditional SA approach. Also, as the OOSAD project is a component-based system, the completion of these base components allows them to be used and further fine-tuned throughout the entire project. 2. Planning too much up front in an OOSAD project would yield inherently flawed results as so little is known about the system in the early iterations. OOSAD projects, remember also allow for the changing stakeholder requirements that are so missing in traditional approaches. Instead of planning and having to make changes as you go the theory is to only plan as you go in as much as you know where you are headed and what resources are available to you. Another issue is that as, with good OO design, each slice is a “completed” piece of the project it could also be argued that each of the slices is in itself an encapsulated project and hence you aren’t really failing to plan for the entire project at the beginning you are simply planning for each iteration as it comes. 33 Modern Systems Analysis and Design, 5th edition Instructor’s Manual Broadway Entertainment Company, Inc. Case Solutions 1. BEC has been successful because of its ability to grow through expansion and acquisitions to become an international company. BEC has also stayed on the cutting edge by offering new technologies in music, video, and video games. BEC has gained success by attracting customers with their large selection in titles, eliminating heavy membership fees, and allowing customers to keep video rentals for more than one night. BEC is managed by competent and dedicated leaders. The company uses a modern architecture for operational information systems and a wide variety of skilled employees to support their systems. 2. Yes, the IS organization with Karen Gardner leading it is committed to keeping her IS staff current in skills to support the systems needed by the rapidly changing business. She is doing this by increasing her training budget and incentives for employees to continue their education. Consultants, familiar with BEC, are used to supplement the IS staff. Karen is very concerned with keeping her IS staff current and information systems literacy among BEC management. Karen would like the technology used to its fullest capacity. However, the role of the Internet (plus Intranet and Extranet) is not completely clear. 3. Systems analysts at BEC need resource management skills to effectively obtain and utilize a variety of resources that BEC has available, including system documentation, information technology, money, and most importantly, people. A systems analyst must also have project management skills to make sure that the project is completed on time and within the budget and to keep track of the project’s progress. A systems analyst must also be familiar with risk management, so they can anticipate what could go wrong and how to minimize those risks. Change management is another important management skills for a systems analyst, because introduction of a new system maybe met with some resistance by users if a smooth transition from the old system to the new system is not made. As BEC is so committed to consistent improvement and innovation this management skill is a must. 4. Systems analysts must be able to communicate clearly and effectively with users, other IS professionals, and management to establish and maintain a good working relationship throughout the project. Communication skills are also vital for gathering information about the IS project, documenting its progress, and communicating that progress to others. These communication skills include written, oral, visual and listening. They also include working in groups and running group meetings and facilitating group interview and requirements collection sessions. 5. Systems analysts at BEC will need to understand how BEC does daily business. They need to know terminology, abbreviations, policies, procedures, standards, and formal organization structure and job description. Informal everyday transactions and interactions with the current information system are also necessary. They will also need to understand BEC’s internal politics, competitive and regulatory environments, and its strategies and tactics. 6. BEC originally chose to use an outside vendor because Nigel and his small team of employees did not have the knowledge, capital, or time to create their own information system. BEC also knew that they wanted a computer system that could adapt and expand with the changing and improving business that Nigel and his team envisioned. So it was important that they had professionals that could build this information system properly. 34 Chapter 3 Managing the Information Systems Project 7. BEC developed a hardware and software package that was installed in every BEC store worldwide. All the stores have point-of-sales terminals with the customized Entertainment Tracker package for the stores everyday needs. The system also works in French and Spanish, which is critical for the Canadian and Latin American stores. 8. Some of the in-store and corporate systems seem tightly related, because they both directly feed and are fed by each other. For example, the in-store employee system keeps track of employee hours worked in a particular store, which is then fed to the corporate human resources system, which generates the payroll checks. Some of the other systems seem to be more loosely related like the corporate shareholder services system. This system does not directly fee and is not fed by the in-store systems. The systems are set up this way, because the core business functions, like inventory and purchasing control, are performed centrally on the corporate level. The stores have access only to the systems that perform the functions that they are responsible for and vice versa. 9. BEC is limited by the resources it has available to invest in future IS projects. These resources include available and properly skilled IS staff and funds to support projects. It will also be a challenge to convince BEC managers to support IS projects over other types of projects that support BEC goals and to convince users to support IS projects that will affect the way that they do their jobs. 35