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Save Time, Money and Bloodshed with Soft System Discovery

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We've all been part of those projects. The kick-off meeting goes well. Then the wheels fall off the bus with designers fighting developers and both hating the SEO. Stop the madness with Soft System Discovery a prescriptive method that delivers a shared vision of success.

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Save Time, Money and Bloodshed with Soft System Discovery

  1. 1. Breaking Down Barriers to Deliver Success PRESENTATION PREPARED BY: Marianne Sweeny SR Search Strategist
  2. 2. #PORTENTU
  3. 3. PORTENT.CO/ssm-discovery (Yes, use .co, not .com)
  4. 4. Marianne Sweeny @portent marianne@portent.com 4
  5. 5. HERE BE DRAGONS 5
  6. 6. PROJECT PLAYERS Us Them Their target 6
  7. 7. EVERY PROJECT STARTS WITH A PLAN 7
  8. 8. ALSO UNSTRUCTURED PROBLEMS Dynamic Multiple stakeholders Conflicting interests Uncertainties of many types Intangibles 8
  9. 9. CLIENT DISCOVERY 9
  10. 10. CLIENT DISCOVERY TODAY Sales contact Questionnaire Client meeting Email, phone calls, more email, stand up meetings, more mail, more phone calls, internal meetings, client meeting (?), more phone calls, more meetings, meetings about meetings, email, email, email. 10
  11. 11. DISCOVERY MEETING 11
  12. 12. OUTCOME Questionnaire Meeting minutes PowerPoint Expensive box lunch with big cookie 12 You going to finish that cookie?
  13. 13. ROADMAP? 13
  14. 14. WTF? 14
  15. 15. WHY IS A DISCOVERY SESSION SO IMPORTANT Because… 15
  16. 16. ENGINEERS THINK THAT … User behavior is predictable User behavior is consistent Process can be automated Transmission of the output (data) is the end result 16
  17. 17. IN THE REAL WORLD User behavior is… Interpretive Meaning is constructed in relation to unique situation User behavior changes due to changing context Information is processed before and after the system 17
  18. 18. SYSTEM THINKING IS Linear Object-oriented Mechanistic passive users Atomistic view of data (discrete items) Contained situationality 18
  19. 19. OUTSIDE OF STAR TREK The real world is… Chaotic Subjective Constructivist active user Holistic view that encompasses additional elements for context Internal cognition Trans-situationality 19
  20. 20. SOFT SYSTEM METHODOLOGY 20
  21. 21. 21 Everyday life develops in all of us trusted intellectual structures which to us seem good enough to make sense of our experiences, and in general we are reluctant to abandon or modify them even.
  22. 22. SSM PROCESS Use it to GET information needed for various system components IDENTIFY wide and sub systems to be supported by new/modified system STRUCTURE an analysis and design process to facilitate mapping of information to issues 22
  23. 23. STAGE 1: BUILD A CONSENSUS MODEL Express the current situation and surface the plurality of project team world views 23
  24. 24. STAGE 2: EXPRESS THE ISSUES Discussion Consensus Model (represent) 24
  25. 25. STAGE 3: AGREEMENT & ACTION PLANS Develop agreement and action plans through process of accommodation 25
  26. 26. STAGE 4: EXECUTE Execute on action plans for purposeful activity 26
  27. 27. CATWOE Customers who benefits from the system transform Actors who facilitate the transformation Transformation process where inputs become outputs World views that give the transformation meaning Owner to whom system is answerable to Environment or constraints on system 27
  28. 28. SO WHAT, YOU SAY?
  29. 29. PROJECT PARTICIPANT VIEW FROM THIS TO… 29
  30. 30. TO THIS 30 And that’s a good thing
  31. 31. SSM & CLIENT DISCOVERY 31
  32. 32. DISCOVER Discover client world views, environment, cultural and political influences 32
  33. 33. REVEAL Reveal the interacting systems within organizations (client and ours) 33
  34. 34. DEFINE Define user purposeful activities (what problems are we trying to solve) 34
  35. 35. SHIFT Shift thinking from optimizing for the technology to optimizing for the users 35
  36. 36. ITERATE Iterate the SSM throughout the engagement to meet shifting conditions 36
  37. 37. SO THIS 37
  38. 38. BECOMES THIS And that’s a very good thing 38
  39. 39. SSM DISCOVERY OUTCOMES 39
  40. 40. CLIENT –SPECIFIC CATWOE Who are the customers? Who does the work? What are the world views that govern our work? Who “owns” the project? What are the environmental influences? What are the systems and subsystems? What inputs become transform into what outputs? 40
  41. 41. PURPOSEFUL ACTIVITY 41
  42. 42. MODELS IN REAL WORLD SITUATION 42
  43. 43. MILESTONES AND TASKS 43
  44. 44. ACTION PLANS 44
  45. 45. SAVE TIME 45
  46. 46. SAVE MONEY 46
  47. 47. 47
  48. 48. END RESULT 48
  49. 49. PORTENT.CO/ssm-discovery (Yes, use .co, not .com)
  50. 50. Q&A #PORTENTU
  51. 51. THANK YOU FOR ATTENDING
  52. 52. Me: @msweeny

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