TECHNIQUES
- Research the functional areas to be studied and the
information topics to be investigated. In particular, a
tentative list of the following items is developed for
research:
- Functional Entities (FE) - specifying pertinent business
functions associated with the project.
- Organizational Entities (OE) - implementing the functions.
- Existing Information Requirements (IR) that were uncovered
during the Current System Analysis.
- Prepare an interview outline and schedule to survey user
information requirements. The interview outline should be
used to determine the following:
- The business purpose of the information.
- The Objects being managed or operated.
- The actions and/or business decisions supported.
- When and how often the information is needed.
- The benefits derived from the information.
- The data required to support the information
(particularly generated data elements).
- Conduct the interviews accordingly. Be concise and to
the point. Control the interview. Some guidelines:
- Avoid discussions related to how the information should
be created and transmitted (physical media and
equipment). Concentrate on the business rationale for
the information. Constantly ask, "Why?"
- Look for hidden meanings in the use of information.
This may lead to additional people to be interviewed
and uncover additional requirements.
- Be diplomatic and observe protocol. You are there to
solicit support from the users, not to alienate them.
- Gather and organize your notes. The "PRIDE" Information
Requirement Worksheet and Matrix Worksheet is particularly
useful for this purpose. Use the "PRIDE" Matrix Worksheet to
establish relationships between time frames and objects. The
information levels (P/C/O) can be expressed in the cell
coordinates; for example:
TIMING
ACTIONS/OBJECTS R/ /1H 1D/8H/1H 1W/5D/1H 1M/30D/1D
--------------------- -------- -------- -------- ---------
Process ORDERS O
Monitor ORDERS C
Forecast ORDERS P
Prepare SHIPMENT O
Regulate SHIPMENTS C
--------------------- -------- -------- -------- ---------
P=POLICY C=CONTROL O=OPERATIONAL
This analysis will be useful in identifying information
requirements.
For worksheets, consult the following section:
"PRIDE" Forms
TOOLS
During this activity, use the following types of tools:
- Documentation Aid to record notes and to
develop matrices.
- Repository to catalog and reference resources.