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    selection.ppt selection.ppt Presentation Transcript

    • SDLC 1: Systems Planning and Selection Dania Bilal IS 582 Spring 2008
    • Today’s Session
      • SDLC 1: System Selection
      • Discuss business and library environments
        • Project identification and selection
        • Project initiation and planning
      • Do class activity from last week
    • SDLC Phase 1: Project Identification
      • (Runs parallel with planning)
      • Identify potential projects
        • Reasons
          • Replace or improve an existing system
          • Make system more efficient, less costly to operate, and/or use an existing system in a new
        • Top-down (e.g., CEO) & bottom-up sources (senior IS manager)
    • Project Identification
      • Rank projects based on merit
        • Use criteria and ask questions such as
          • To what extent does project X provide benefits or value or help the organization meet its strategic objectives and long-term goals?
      • Select project with highest rating, delay project with lower rating, and/or reject project.
    • Project Identification
      • In libraries, preparing or planning for automation is a similar process.
        • Automation committee assesses need for new system, upgrade existing system, or use a third party module to run with an existing system
        • Refer to Bilal, chapter 2 and class notes
    • Project Initiation
      • Definition of tasks and who will perform them
      • Size, scope, complexity of project
      • Make assumptions about
        • Potential problems
        • Resource availability
    • Project Initiation
      • Assessment of tangible benefits
        • Can be measured in dollars and with certainty
        • Examples: error reduction, increased productivity, increased efficiency
      • Assessment of intangible benefits
        • Cannot be measured in dollars
        • Examples: Convenient access from remote locations, better access to resources
    • Project Initiation
      • Project costs
        • Tangible cost
        • Intangible costs
      • Students: provide an example of each.
    • Project Initiation
      • Feasibility assessment
        • Technical
        • Schedule
        • Legal
        • Political
    • Project Initiation
      • Documents
        • To Justify need for information system (Business Case document)
          • Benefits, costs, feasibility, etc.
        • Baseline Project Plan (BPP)
          • System description, feasibility assessment, management issues (see Valacich et al, p. 97)
    • Project Initiation
      • Business vs. library environment
        • Business
          • Activities performed to design and develop a system
        • Library
          • Activities performed to acquire a system if outsourcing or an open system is the option.
    • Library Environment: Selection Process
      • After reviewing LJ article, LTR, and other sources, and after consulting with colleagues, etc.
        • Identify six most suitable software packages
        • Find evaluation of each package in Library Technology Reports (latest issues) and other sources
    • Library Environment: Selection Process
        • Acquire the latest demo for each package from software vendor to preview, or review package on the Web, if provided.
        • Use each module in package
        • Take notes and/or use a checklist and indicate features you like, dislike.
        • Identify lacking features
        • Write down questions to ask of vendor or software representative.
    • Library Environment: Selection Process
      • Invite a sales rep. from each company for a presentation of software.
      • Again, take notes about strengths and weaknesses of software.
      • Ask questions and don’t be intimidated!
    • Library Environment: Selection Process
      • Read literature (e.g., brochures) from each company and identify further features supported, hardware requirements, cost, other services provided, etc.
      • Meet as a Committee to discuss each rep.’s presentation and compare notes.
    • Library Environment: Selection Process
      • Explore types of software available
        • Developed by vendor (turnkey)
        • Open source
        • Locally developed
        • A mix of options
      • Assess benefits & pitfalls of each
    • Library Environment: Selection Process
        • If outsourcing is the option
      • Narrow choices to 3 software packages
      • Class activity
        • How will you narrow the packages to 3?
    • Library Environment: Selection Process
      • Strengths of each module provided:
        • Overall software capabilities (Web-based, Windows-based, expandability, etc.)
        • Compliance with latest standards
        • Architecture and operating systems supported (e.g., NT, Unix, Linux)
    • Library Environment: Selection Process
      • Software update, documentation, training and cost, maintenance and technical support
      • After gathering all information, develop a Request for Information (RFI).
      • Develop a Request for Proposal RFP).
    • Request for Proposal (RFP)
      • Develop one RFP with required and desired specifications for the software.
      • RFP describes needs and priorities
        • Each vendor’s response to RFP provides basis for comparing specifications and other services software company provides
    • Organization of the RFP
      • Instructions to Vendor
      • Introduction to the library
      • Software specifications
      • Hardware specifications
      • Request for price quotation
      • Notice of intent to respond
    • Organization of the RFP
      • Review the RFP before sending it
      • Evaluate responses to the RFP from each of the three vendors
      • Rank RFPs
      • Negotiate purchase of top-rated RFP
    • Legal/Contractual Agreement
      • Work (administrator higher in rank does this) with an attorney about contract for securing software selected
      • Agreement details
        • Schedule for software delivery, installation, testing, and implementation
        • Schedule for training personnel
        • Vendor’s promise to deliver the package that meets the specifications stipulated in the final RFP
    • Legal/Contractual Agreement
        • Vendor’s comments or explanations about certain specifications, rating of features, etc.
        • Payment plan
          • Consider paying in three installations: 1/3 upon signing contract, 1/3 upon successful installation and performance testing, and the rest upon successful performance over time.
    • DO and Not DO!
      • See Bilal, pp. 43-44
        • The Do Not Do List
        • The Do List (key things to remember)
    • Sample RFPs and RFIs
      • Visit
        • http://www.ilsr.com/sample.htm (Integrated Library Systems Reports)
    • Vendors and Products
      • Visit these sites
        • http://www.libinfo.com/vendors-systems.html
        • http://www.librarytechnology.org/VEND-search.pl?SID =20060215455505371&UID=&auth=
    • Business Environment
      • Create a Statement of Work
        • Outlines goals, objectives, requirements
        • Describes deliverables
        • Indicates timeline for project completion
        • Describes tasks and responsibilities and who will perform them
        • Other