chap07.ppt 273KB May 20 2010 09:29:46 PM
Chapter 7
System Life Cycle
System Life Cycle
Methodologies
Methodologies
MANAGEMENT INFORMATION SYSTEMS 8/E Raymond McLeod, Jr. and George Schell
(2)
The Systems Life Cycle
The Systems Life Cycle
(SLC)
(SLC)
MethodologyMethodology
– Recommended way of doing somethingRecommended way of doing something
An application of the systems approach An application of the systems approach
to the task of developing and using a
to the task of developing and using a
computer-based system
computer-based system
Often called waterfall approachOften called waterfall approach
(3)
Phases in the SDLC
Phases in the SDLC
1) Planning
1) Planning
2) Analysis
2) Analysis
3) Design
3) Design
4) Implementation
4) Implementation
5) Use
5) Use
(4)
The System Development
The System Development
Life Cycle (SDLC)
Life Cycle (SDLC)
SDLC is the phrase that encompasses the planning, SDLC is the phrase that encompasses the planning,
analysis, design, and implementation phases of the system analysis, design, and implementation phases of the system
life cycle life cycle
Who participatesWho participates
– IS personnelIS personnel – UserUser
– Information specialists can consultInformation specialists can consult
TraditionalTraditional
– Information specialists working with users.Information specialists working with users. – A new strategy: OutsourcingA new strategy: Outsourcing
(5)
Life Cycle Management
Life Cycle Management
An upward migrationAn upward migration Executive responsibilityExecutive responsibility MIS steering committeeMIS steering committee
– FunctionsFunctions
» Set policySet policy
» Control the purse stringsControl the purse strings » Resolve conflictsResolve conflicts
(6)
Executives MIS Steering
Committee Project leader -Warehouse location model team
Project leader MRP 11 team
Project leader ISDN
system team
Project leader
HRIS team
Marketing
Manufacturing
Finance
Human Resources
Project leader Credit approval system team
Managers of Systems Life Cycles are Arranged in a Hierarchy
Managers of Systems Life Cycles are Arranged in a Hierarchy
(7)
Main Advantages of
Main Advantages of
the Steering Committee
the Steering Committee
Total firm supportTotal firm support Projects will be characterized by good Projects will be characterized by good
planning and control
planning and control
Establishes policies, provides fiscal control, Establishes policies, provides fiscal control,
and resolves conflicts
and resolves conflicts
Since the steering committee will probably not get involved with the details of the work, a project team is usually appointed.
(8)
Planning Phase
Planning Phase
BenefitsBenefits
– Define scope of the projectDefine scope of the project
– Spot potential problemsSpot potential problems
– Arrange tasks in sequenceArrange tasks in sequence
– Provide basis for controlProvide basis for control
(9)
Steps
Steps
1. Recognize problem (the trigger)
1. Recognize problem (the trigger)
2. Define problem
2. Define problem
3. Set objectives
3. Set objectives
4. Identify constraints
4. Identify constraints
Recall that objectives, standards, and constraints are problem-solving elements.
(10)
Steps (cont.)
Steps (cont.)
5.
5.Conduct feasibility study (TENLOS)Conduct feasibility study (TENLOS)
– TTechnicalechnical
– EEconomic returnconomic return
– NNoneconomic returnoneconomic return – LLegal and ethicalegal and ethical
– OOperationalperational
– SSchedulechedule
(11)
Steps (cont.)
Steps (cont.)
6.
6.Prepare study project proposalPrepare study project proposal
– Goes to MIS steering committeeGoes to MIS steering committee
7.
7.Approve or disapprove (go/no go)Approve or disapprove (go/no go)
– Key questions?Key questions?
1.
1.Will the system accomplish its goals?Will the system accomplish its goals? 2.
2.Is this the best way to go about it?Is this the best way to go about it?
(12)
Steps (cont.)
Steps (cont.)
8.
8.Establish a control mechanismEstablish a control mechanism
– Think in terms of:Think in terms of:
» 1. What1. What » 2. Who2. Who
» 3. When (Person-months versus calendar months)3. When (Person-months versus calendar months)
– PERT and CPM network diagramsPERT and CPM network diagrams
(13)
Define the problem
Consult Consult
Prepare a system study proposal
Establish a control mechanism
Approve or disapprove the study project
Recognize the problem Set system objectives Identify system constraints
The Planning Phase
The Planning Phase
MIS Steering Comm Manager Systems Analyst MIS Steering Comm Manager Systems Analyst
1. 1. 2. 2. 3. 3. 4. 4. 5. 6. 7. 7. 8. 8. Conduct a feasibility study 7-13
(14)
Outline of a System Study Proposal
Outline of a System Study Proposal
1. Executive summary 2. Introduction
3. System objectives and constraints 4. Possible system alternatives
5. The recommended system study project 5.1 Tasks to be performed
5.2 Human resource requirements 5.3 Schedule of work
5.4 Estimated cost
6. Expected impact of the system
6.1 Impact on the firm’s organization structure 6.2 Impact on the firm’s operations
6.3 Impact on the firms resources
7. General development plan (analysis, design, and implementation phase)
(15)
A Project Schedule
A Project Schedule
Functional System:
Functional System: MarketingMarketing Subsystem:
Subsystem: ProductProduct Model:
Model: Product DeletionProduct Deletion
Subtask
Subtask EstimateEstimateTime Time
(Person Months) (Person Months) Responsibility Responsibility 1. Identify 1. Identify deletion criteria deletion criteria
2. Identify output
2. Identify output
information information requirements requirements Systems analyst Systems analyst Product manager Product manager Systems analyst Systems analyst Network specialist Network specialist Product manager Product manager 0.75 0.75 0.25 0.25 7-15
(16)
Project Schedule (cont.)
Project Schedule (cont.)
3. Identify input data Systems analyst 0.50 3. Identify input data Systems analyst 0.50
requirements DBArequirements DBA
4. Prepare new system Systems analyst 2.00 4. Prepare new system Systems analyst 2.00
documentation documentation
5. Design network Network specialist 1.50 5. Design network Network specialist 1.50 6. Design database DBA 0.50 6. Design database DBA 0.50 7. Review design Product manager 0.25 7. Review design Product manager 0.25
Systems analystSystems analyst
8. Prepare program Programmer 1.00 8. Prepare program Programmer 1.00
documentationdocumentation
(17)
Project Schedule (cont.)
Project Schedule (cont.)
9. Code program Programmer 1.25 9. Code program Programmer 1.25 10. Test program Programmer 0.75 10. Test program Programmer 0.75
Operations staffOperations staff
11. Approve program Product manager 0.50 11. Approve program Product manager 0.50
VP of marketingVP of marketing
12. Prepare database DBA 2.00 12. Prepare database DBA 2.00 13. Educate users Systems analyst 0.50 13. Educate users Systems analyst 0.50 14. Cutover to model Operations staff 0.75 14. Cutover to model Operations staff 0.75
(18)
Analysis Phase
Analysis Phase
StepsSteps1.
1.AnnounceAnnounce
» Reasons for projectReasons for project
» Purpose: inform and counteract fearPurpose: inform and counteract fear
2.
2.Organize project team Organize project team
» User(s)User(s) » SpecialistsSpecialists » Define rolesDefine roles
(19)
Analysis Phase (cont.)
Analysis Phase (cont.)
3.
3. Define information needsDefine information needs
» MethodsMethods
Personal interview (the preferred method)Personal interview (the preferred method) ObservationObservation
Record search (includes review of existing Record search (includes review of existing
documentation) documentation)
SurveysSurveys
A project directory can be
maintained as an encompassing set of documentation to describe the
(20)
Analysis Phase (cont.)
Analysis Phase (cont.)
4.
4. Define system performance criteriaDefine system performance criteria 5.
5. Prepare design proposalPrepare design proposal
(Compare to system study proposal)
(Compare to system study proposal)
6.
6. Approve or disapprove the design Approve or disapprove the design
project
project
(21)
Announce the system study
Organize the project team Define information needs
Define system performance criteria
Prepare design proposal Approve or disapprove the design project
1.
2. 3. 4.
5.
6.
The Analysis Phase The Analysis Phase
MIS Steering MIS Steering
Committee
Committee ManagerManager Systems AnalystSystems Analyst
(22)
Outline of a Design Proposal
Outline of a Design Proposal
1. Executive summary 2. Introduction
3. Problem definition
4. System objectives and constraints 5. Performance criteria
6. Possible system alternatives
7. The recommended design project 7.1 Tasks to be performed
7.2 Human resource requirements 7.3 Schedule of work
7.4 Estimated cost
8. Expected impact of the system
8.1 Impact on the firm’s organization structure 8.2 Impact on the firm’s operations
8.3 Impact on the firms resources
9. General development plan (analysis, design, and implementation) 10. Summary
(23)
Approve or disapprove the system
Approve or disapprove the system
implementation implementation Prepare the Prepare the detailed detailed design design system system Identify Identify alternate alternate system system configurations configurations Evaluate Evaluate system system configurations configurations Select the Select the best best configuration configuration Prepare the Prepare the implementation implementation proposal proposal 1. 1. 2. 2. 3. 3. 4. 4. 5. 5. 6.
MIS Steering Committee
MIS Steering Committee ManagerManager Systems AnalystSystems Analyst
The Design Phase
The Design Phase
(24)
Design Phase
Design Phase
1.
1.Prepare detailed designPrepare detailed design
– Structured design (top down)Structured design (top down)
» System levelSystem level » Subsystem levelSubsystem level
– Documentation toolsDocumentation tools
2. Identify alternate system configurations
2. Identify alternate system configurations
– Refine to a manageable setRefine to a manageable set
(25)
Popular Documentation Tools
Popular Documentation Tools
Data Modeling Entity-relationship diagram Data dictionary
Screen/printer layout form Process Modeling System flowchart
Program flowchart Data flow diagram Structured English
Object Modeling Object relationship model Class specification
(26)
Data Flow Diagram of Four Data Processing
Data Flow Diagram of Four Data Processing
Subsystems Subsystems Customers 1.4 Accounts Receivable 1.1 Order Entry 1.3 Billing 1.2 Inventory Sales orders Rejected sales order notices Accepted orders Payments by customers S ta te m en ts Invoices Billed orders
Receivables ledger data
Order log removals file Filled items Inventory ledger data Received items Purchasing data 3 3 2 2 7-26
(27)
Data Flow Diagram of Order Entry System
Data Flow Diagram of Order Entry System
Sales order edit rejects Order log Sales order credit rejects Customer credit file Customer 1.1.1 Edit order data 1.1.2 Compute credit check 1.1.3 Log in orders 1.1.4 Mark filled orders 1.2 1.3
Sales orders Edit rejects
Rejected sales order notices
Edited orders
Credit data Edited and checked orders
Credit rejects Accepted
orders
Completed orders Date filled Order data
(28)
Hardware Choices Make Possible Hardware Choices Make Possible
Multiple System Configurations Multiple System Configurations
System Elements
System Elements AlternativesAlternatives
•CRT terminalCRT terminal
•Hardcopy terminalHardcopy terminal
•OCROCR Input
Order log
Customer credit file Rejected orders file Accepted orders file Completed orders file Rejected orders notice Processing
•Magnetic tapeMagnetic tape
•DASDDASD
•Magnetic tapeMagnetic tape
•DASDDASD
•Magnetic tapeMagnetic tape
•DASDDASD
•Magnetic tapeMagnetic tape
•DASDDASD
•Magnetic tapeMagnetic tape
•DASDDASD
•PrinterPrinter
•CRT terminalCRT terminal
•Hardcopy terminalHardcopy terminal
•BatchBatch
•OnlineOnline
(29)
Alternatives Selected for
Alternatives Selected for
Detailed Study
Detailed Study
Alternative Alternative Input Input Order Order Log Log Customer Customer Credit File Credit File Accepted & Accepted & Rejected Rejected Orders File Orders File Completed Completed Orders File Orders File Rejected Rejected Orders Orders Notice Notice 1 1 . . 2 2 . . 3 3 . . Scanner Scanner Keyboard Keyboard terminal terminal Magnetic Magnetic tape tape Keyboard Keyboard terminal terminal Magnetic Magnetic tape tape Magnetic Magnetic tape tape Magnetic Magnetic tape tape Magnetic Magnetic tape tape Magnetic Magnetic tape tape Magnetic Magnetic tape tape Magnetic Magnetic tape tape Magnetic Magnetic tape tape Magnetic Magnetic tape tape Magnetic Magnetic tape tape Magnetic Magnetic tape tape Printer Printer Printer Printer Hardcopy Hardcopy terminal terminal 7-29(30)
Design Phase (cont.)
Design Phase (cont.)
3. Evaluate configurations
3. Evaluate configurations
4. Select best configuration
4. Select best configuration
5. Prepare implementation proposal
5. Prepare implementation proposal
6. Approve or disapprove the system
6. Approve or disapprove the system
implementation
implementation
(31)
1. Executive summary 2. Introduction
3. Problem definition
4. System objectives and constraints 5. Performance criteria
6. System design
6.1 Summary description 6.2 Equipment configuration
7. The recommended implementation project 7.1 Tasks to be performed
7.2 Human resource requirements 7.3 Schedule of work
7.4 Estimated cost
8. Expected impact of the system
8.1 Impact on the firm’s organization structure 8.2 Impact on the firm’s operations
8.3 Impact on the firms resources 9. General implementation plan
10. Summary
Outline of an Implementation
Outline of an Implementation
Proposal
Proposal
(32)
Implementation Phase
Implementation Phase
Acquire and integrate the physical and
Acquire and integrate the physical and
conceptual resources to produce a
conceptual resources to produce a
working system
working system
(33)
Steps for the Implementation
Steps for the Implementation
Phase
Phase
1. Plan implementation 2. Announce
3. Obtain hardware resources RFP / Written Proposals 4. Obtain software resources
"Make or buy" 5. Prepare database
6. Prepare physical facilities
7. Educate participants and users 8. Prepare cutover proposal
9. Approve or disapprove cutover to new systsem 10. Cutover to new system
(34)
Plan the implementation Announce the implementation
Control
Cutover the new system
Obtain the
hardware resources Obtain the software
resources
Prepare the database
Educate the
participants and users Prepare the physical facilities Control 1. 1. 2. 2. 3 3 4 4 5 5 6 6 7 7 8.
The Implementation Phase
The Implementation Phase
MIS Steering Committee
MIS Steering Committee ManagerManager Information SpecialistsInformation Specialists
(35)
Outline of a Request for
Outline of a Request for
Proposal
Proposal
1. Letter of transmittal2. System objective and applicable constraints 3. System design
3.1 Summary description 3.2 Performance criteria
3.3 Equipment configuration
3.4 Summary system documentation 3.5 Estimated transaction volume
3.6 Estimated file size 4. Installation schedule
(36)
Outline of Supplier Proposal
Outline of Supplier Proposal
1. Letter of transmittal2. Summary of recommendations 3. Advantages
4. Equipment configuration 5. Equipment specifications
5.1 Performance data 5.2 Prices
6. Satisfaction and performance criteria 7. Delivery schedule
(37)
Cutover Approaches
Cutover Approaches
Old System
Old System New System Immediate cutover
Phased cutover Parallel cutover
Pilot System Immediate
Old System New System
Phased
New system Old System
Parallel
Time
Pilot
(38)
Use Phase
Use Phase
1.1.UseUse 2.
2.Audit (post implementation review)Audit (post implementation review)
» By information specialist(s)By information specialist(s)
» By internal auditor (a different one from the project By internal auditor (a different one from the project team member)
team member)
3. Maintain the system
3. Maintain the system
» Correct errorsCorrect errors » Keep currentKeep current » ImproveImprove
4. Prepare reengineering proposal
4. Prepare reengineering proposal
5. Approve or disapprove reengineering
5. Approve or disapprove reengineering
(39)
The Use
The Use
Phase
Phase
Control Use the
system
Audit the system Maintain
the system Prepare
re-engineering proposal Approve or disapprove the
reengineering proposal
MIS Steering Committee Manager Information Specialists
1 2
3
4
5
(40)
Prototyping
Prototyping
Type I -- Becomes operational systemType I -- Becomes operational system
Type II -- Serves as a blueprintType II -- Serves as a blueprint
(41)
Development of a Type I Prototype
Development of a Type I Prototype
1.
1.
2.
2.
3.
3.
4.
4.
N
N
Identify user needs
Identify user needs
Develop a prototype
Develop a prototype
Prototype Prototype acceptable? acceptable?
Y
Y
Use the prototype
Use the prototype
(42)
Developme
Developme
nt of a
nt of a
Type II
Type II
Prototype
Prototype
N N N N Identify user Identify user needs needs Develop a Develop a prototype prototypeCode the
Code the
operational system
operational system
Test the
Test the
operational system
operational system
Use the
Use the
operational system operational system Prototype Prototype acceptable? acceptable? System System acceptable? acceptable? Y Y Y Y 7-42
(43)
The Attraction of
The Attraction of
Prototyping
Prototyping
Communications between the systems analyst Communications between the systems analyst
and user are improved.
and user are improved.
The analyst can do a better job of determining The analyst can do a better job of determining
the user’s needs.
the user’s needs.
The user plays a more active role in system The user plays a more active role in system
development.
development.
The information specialists and the user spend The information specialists and the user spend
less time and effort in developing the system.
less time and effort in developing the system.
Implementation is much easier because the Implementation is much easier because the
user knows what to expect.
user knows what to expect.
(44)
Potential Pitfalls of Prototyping
Potential Pitfalls of Prototyping
The haste to deliver the prototype may produce The haste to deliver the prototype may produce
shortcuts in problem definition, alternative evaluation, shortcuts in problem definition, alternative evaluation, and documentation.
and documentation.
The users may get so exited about the prototype that The users may get so exited about the prototype that
they have unrealistic expectations of the operational they have unrealistic expectations of the operational system.
system.
Type I prototypes might not be as efficient as systems Type I prototypes might not be as efficient as systems
coded in a programming language. coded in a programming language.
The computer-human interface provided by certain The computer-human interface provided by certain
prototyping tools may not reflect good design prototyping tools may not reflect good design techniques.
techniques.
(45)
Applications That Are
Applications That Are
Good Prospects for
Good Prospects for
Prototyping
Prototyping
High riskHigh risk
Considerable user interactionConsiderable user interaction Large number of usersLarge number of users
A need for quick deliveryA need for quick delivery
An expected short use phase of the systemAn expected short use phase of the system An innovative systemAn innovative system
Unpredictable user behaviorUnpredictable user behavior
(46)
Rapid Application Development
Rapid Application Development
(RAD)
(RAD)
Information engineering (IE)Information engineering (IE) Key ingredientsKey ingredients
– Management should be experimenters or early Management should be experimenters or early
adapters
adapters
– Specialized teamsSpecialized teams
– Methodologies (RAD life cycle)Methodologies (RAD life cycle)
– Tools (I-CASE, 4GLs)Tools (I-CASE, 4GLs)
RAD and the SLC are applications of the systems RAD and the SLC are applications of the systems
approach
approach
Tools are mainly 4th generation languages and Tools are mainly 4th generation languages and
CASE tools
CASE tools
(47)
Information strategy planning (ISP) Business area analysis (BAA)
Rapid application development (RAD)
.
Strategic overview of the information needed to run an enterprise as efficiently as possible Data model Design of records used by specific procedures
Strategic overview of the functions and goals of an enterprise
The process needed to operate the enterprise and how they interrelate
Design of
procedures for specific
applications
Rapid Application Development is an
Integral Part of Information Engineering
Data
Activiti es
(48)
Business Process Redesign
Business Process Redesign
(BPR)
(BPR)
Often used to react to systems that can no Often used to react to systems that can no
longer function adequately in the current
longer function adequately in the current
business environment of the firm (legacy
business environment of the firm (legacy
systems fall into this category)
systems fall into this category)
Three techniques for business process Three techniques for business process
redesign are
redesign are
1) reverse engineering
1) reverse engineering
2) restructuring
2) restructuring
3) reengineering
3) reengineering
(49)
Reverse Engineering
Reverse Engineering
Reverse Engineering Produces Documentation on Successively
Reverse Engineering Produces Documentation on Successively
Higher Levels but Leaves the System Unchanged
Higher Levels but Leaves the System Unchanged
Reverse
Reverse Engineering
Engineering EngineeringEngineering
Reverse Reverse Engineering Engineering Reverse Reverse Engineering Engineering Reverse Reverse Planning Planning Phase Phase Analysis Analysis Phase Phase Design Design Phase Phase Implementation Implementation Phase Phase 7-49
(50)
Restructuring
Restructuring
Planning Phase
Restructuring Restructuring Restructuring Restructuring
Analysis Phase
Design Phase
Implementation Phase
(51)
Reengineering
Reengineering
Reverse Engineering
Reverse
Engineering ReverseEngineering ReverseEngineering
Forward Engineering
Forward Engineering
Forward Engineering
Forward Engineering
Planning Phase
Analysis Phase
Design Phase
Implementation Phase
(52)
Selection of BPR
Selection of BPR
Components
Components
Based upon functional qualityBased upon functional quality– What the system doesWhat the system does
Based upon technical qualityBased upon technical quality – How the system does its jobHow the system does its job
The relationship between these two The relationship between these two
characteristics suggest which BPR
characteristics suggest which BPR
technique would be appropriate
technique would be appropriate
(53)
Functional Quality
(What?)
Good
Technical Quality (How?)
Poor Poor
Good
Selection of BPR Components
Reverse Engineer Restructure
Do Nothing
Forward
Engineer Reengineer
(54)
SLC, Prototyping, RAD, and
SLC, Prototyping, RAD, and
BPR in Perspective
BPR in Perspective
SLC, prototyping, and RAD are all SLC, prototyping, and RAD are allmethodologies
methodologies
– Recommended ways of implementing a Recommended ways of implementing a
computer-based system
computer-based system
BPR revamps systems that were BPR revamps systems that were
implemented with computer technology that
implemented with computer technology that
has become obsolete
has become obsolete
(55)
Summary
Summary
System Life CycleSystem Life Cycle
– PlanningPlanning – AnalysisAnalysis – DesignDesign
– ImplementationImplementation – UseUse
Cycle management responsibilityCycle management responsibility
Other methodologiesOther methodologies
(1)
Restructuring
Restructuring
Planning Phase
Restructuring Restructuring Restructuring Restructuring
Analysis Phase
Design Phase
Implementation Phase
(2)
Reengineering
Reengineering
Reverse Engineering
Reverse
Engineering ReverseEngineering ReverseEngineering
Forward Engineering
Forward Engineering
Forward Engineering
Forward Engineering
(3)
Selection of BPR
Selection of BPR
Components
Components
Based upon functional qualityBased upon functional quality
– What the system doesWhat the system does
Based upon technical qualityBased upon technical quality
– How the system does its jobHow the system does its job
The relationship between these two The relationship between these two
characteristics suggest which BPR
characteristics suggest which BPR
technique would be appropriate
technique would be appropriate
(4)
Functional Quality
(What?)
Good
Poor Poor
Good Selection of BPR Components
Reverse Engineer Restructure
Do Nothing
Forward
(5)
SLC, Prototyping, RAD, and
SLC, Prototyping, RAD, and
BPR in Perspective
BPR in Perspective
SLC, prototyping, and RAD are all SLC, prototyping, and RAD are all
methodologies
methodologies
– Recommended ways of implementing a Recommended ways of implementing a
computer-based system
computer-based system
BPR revamps systems that were BPR revamps systems that were
implemented with computer technology that
implemented with computer technology that
has become obsolete
has become obsolete
(6)
Summary
Summary
System Life CycleSystem Life Cycle
– PlanningPlanning – AnalysisAnalysis – DesignDesign
– ImplementationImplementation – UseUse