PRIDE ® -ISEM
Information Systems Engineering Methodology
PHASE 1 - SYSTEM STUDY & EVALUATION
ACTIVITY F - DEVELOP SYSTEM APPROACH

EXAMPLES   TOOLS & TECHNIQUES   FUNCTIONAL MATRIX   CHECKLIST   SUPPORT   FORMS

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CONTENTS

This section contains the following:


 
    BUSINESS PURPOSE

    The purpose of this activity is to develop an effective system solution for satisfying user information requirements.  

    OVERVIEW

    This activity requires the highest level of creativity and imagination on the part of Systems Engineering. During previous activities, Systems Engineering gained a detailed knowledge of the current system, information requirements, and the data elements needed to produce information. Consequently, Systems Engineering is cognizant of timing requirements (Frequency, Offset, and Response Time) and data dependencies (such as those algorithms and formulas needed to produce generated and group data). In general, the function of Systems Engineering, at this point, is to systematize the collection, storage and processing of data to produce the information specified in a timely manner.

    Systems Engineering may consider several alternatives when formulating the system solution:

    • Re-use existing resources that are suitable for inclusion in the application.

    • Modify existing resources to accommodate the requirements.

    • Create new resources.

    • Select a commercial software package to implement resources.

    • Design data interfaces between all of the above.

    During this activity, Systems Engineering may consider and propose multiple alternatives for User Management to evaluate during the phase review. Ultimately, Systems Engineering must recommend a preferred solution. This will become the basis for "make versus buy" decisions in the next activity (G).

    THE ROUGH DESIGN

    Based on the Information Requirements and data specifications, Systems Engineering begins the process of creating a complete rough design of a system. The rough design becomes the basis for considering the most appropriate system solution. Even if a commercial software package is the primary consideration, the rough design will become the basis for evaluating the features of the product.

    The creative energies of Systems Engineering are used to devise a model of the ideal system suited to the information needs of the user. Systems Engineering is supported by a variety of other functions who will offer advise and suggestions to assure a viable solution, including: Software Engineering, Data Engineering, Data Base Administration, Data Communications, DP Operations, User Management, and Enterprise Engineering.

    Preparation of the rough design takes on the appearance of condensed versions of Phases 2, 3, and 4-II. The objective is to design a system complete with sub-systems, procedures and programs. The ISEM techniques of Chronological Decomposition and flowcharting are extremely useful for formulating the rough design. The steps include:

    1. DETERMINE OUTPUTS - Review the requirements and determine the types of outputs needed to support them. Remember, there is not necessarily a one-to-one relationship between information requirements and outputs. One requirement may result in many outputs; one output may satisfy many requirements.

      Each output is uniquely identified by number and name and related to the appropriate information requirement (IR/OD Relationship). The timing of the outputs are defined as derived from the requirements. Also, the "receiver" of the output is identified by functional area (such as, Sales, Customer Service, Administration, Manufacturing, etc.).

    2. SORT AND GROUP OUTPUTS by compatible time frame and receivers. Each grouping will represent a basic display/reporting sub-system and should be posted to a System Flowchart.

      Each display/reporting sub-system is uniquely identified by number and name, along with its timing (as derived from the outputs). Further, Systems Engineering determines the "application logical" files (FD Objects) that will be necessary to support the data requirements of the outputs in each sub-system.

    3. DETERMINE INPUT REQUIREMENTS - the "application logical" files supporting the outputs are sorted and grouped based on the lowest required time frame. For example, if one file satisfies a monthly sub-system and a daily sub-system, then Daily is the lowest time frame that the file must support. This will result in basic file maintenance sub-systems where data is collected and stored in the lowest required time frame.

      Each file maintenance sub-system is uniquely identified on the System Flowchart by number and name. The timing of the sub-system is based on the lowest time frame required to process the various files.

      For each sub-system, Systems Engineering considers the data "source" and determines what functional areas will need to input data for the files. An input is defined for each user source of data.

      By this point, Systems Engineering should have a basic system design.

    4. COMPLETE THE SYSTEM DESIGN - Systems Engineering must analyze the basic design and consider merging and separating sub-systems. This is be based on the compatibility of:

      • Sub-system TIMINGS.

      • Output RECEIVERS and/or Input SOURCE.

        Systems Engineering may wish to merge file maintenance sub-systems with display/reporting sub-systems. An example of this would be as in an airline reservation system.

      Also, the engineer determines the need for input(s) in each sub-system to process transactions.

      The point is, the engineer must always consider the practicality of the situation and devise an appropriate solution.

      The result of this step is a final system design as graphically expressed by the System Flowchart.

    5. SUB-SYSTEM DESIGN - for each sub-system, define the administrative procedures and, where applicable, a computer procedure to implement the sub-system. This step represents physical design. Consideration is given to the physical files and equipment used to process the sub-system. Assumptions about required computer hardware and software begin to take shape here.

      The result of this step is a Sub-System design as graphically expressed by the Sub-System Flowchart.

    6. SOFTWARE DESIGN - for each computer procedure identified, Software Engineering determines the number of programs required to implement it. In addition, Software Engineering determines the most suitable method for implementing each program, including language, design technique and tool.

      The result of this step is a Computer Procedure design as graphically expressed by the Computer Procedure Flowchart.

    The rough design will result in a complete model of the system. It will reveal the need for sub-systems, procedures, programs, inputs, outputs, and files. From the rough design, Systems Engineering will consider:

    • Which parts can be implemented using existing resources.

    • Which parts can be implemented using existing resources that will require modification.

    • Which parts will require new design and development.

    • Which parts can be implemented by a commercial software package. The rough design actually becomes the specifications for analyzing packages.

    The primary purpose of the rough design is for comparative analysis. It provides Systems Engineering with the ability to consider alternative approaches. It also becomes the basis for project planning in the next activity (G). This includes the preparation of estimates, schedules, and cost/benefit analysis.

    It is important to note that the design arrived at in this activity is only a preliminary or rough design, not the final design. As good as the design may or may not be, it should not be considered the final product. It is the objective of the remaining phases to finalize the design. Systems Engineering must be cautious not to try to complete the entire system design in Phase 1. Too much effort could be a waste of effort and money if the User elects to discontinue the project.

    After considering alternatives, Systems Engineering determines a preferred solution.

    WHATEVER SYSTEM SOLUTION IS SELECTED, SYSTEMS ENGINEERING MUST BE ABLE TO DEMONSTRATE THAT THE SOLUTION IS WORKABLE AND SATISFIES THE INFORMATION REQUIREMENTS.

    If some information requirements were omitted or modified to accommodate a design consideration, they should be highlighted and explained in the Cost and Evaluation Summary.

    DELIVERABLES

    To express the proposed solution, Systems Engineering prepares the following deliverables during this activity:

    • System Concept Diagram - a free-form schematic which expresses how the system will operate when implemented. Systems Engineering should be as imaginative and as expressive as possible when presenting the approach and systems concepts. The diagram is analogous to an artist's rendering as used in architecture. It attempts to bridge the level of understanding between the Information Flow Diagram and the System Flowchart. As a free-form graphic, it should be prepared in terms familiar to the User. The graphic is supported by the...

    • System Logic Narrative - text narrative which describes the System Concept Diagram and describes how the system supports the business information requirements.

    • Information Requirements/Outputs Matrix - a table of columns and rows that demonstrates how all of the information requirements in the project have been implemented by outputs.

    • Requirements/Systems Matrix by Project - a table that demonstrates how all of the information requirements in the project have been implemented by the system resources (systems, sub-systems, procedures, programs).

    • Entity/System Matrix by Project - a table that demonstrates how each each Functional Entity (FE) and Organizational Entity (OE) will be affected by the various parts of the system.

    These deliverables are retained for inclusion in the final phase deliverables.

    In summary, this activity is one of the most creative in ISEM. The approach selected here will carry forward throughout the remainder of the project. Therefore, all of the parties participating in the process must be convinced that the system solution is viable for the company to implement.  

    STEPS IN EXECUTION

    1. Systems Engineering studies the information requirements as approved by User Management in the preceding activity.

    2. From the requirements, Systems Engineering prepares a complete rough design of an information system to satisfy the requirements. Participating in the rough design are representatives from Software Engineering, Data Engineering, Data Base Administration, Data Communications, DP Operations, User Management, and Enterprise Engineering. Systems Engineering is the principal architect.

      "PRIDE" Worksheets and Flowcharts provide assistance in the preparation of the rough design.

    3. Based on the rough design, Systems Engineering and the project team consider alternatives, including: Re-using or modifying existing information resources, developing new resources to implement the system, using a packaged solution, or combinations of the all three. From this, Systems Engineering determines a preferred solution.

    4. Systems Engineering prepares a System Concept Diagram and System Logic Narrative in support of the system solution.

    5. Systems Engineering assembles a series of supporting matrices to demonstrate that the proposed solution satisfies the information requirements. Matrices include:

      • Information Requirements/Outputs Matrix

      • Requirements/System Matrix by Project

      • Entity/System Matrix by Project

   


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