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February 22, 2019
Temple University Consulting Club
MFR Solutions for Requirements Gathering
A presentation on the Critical Project Management Component of Strong
Requirements Gathering and Associated Case Study
MFR Consultants, Inc.
2
Agenda
A. Introduction - Brief Background/Company Overview
B. Definition of Requirements Gathering from PMBOK
 Where it falls in the Project Plan/Delivery Lifecycle
 Stakeholder Engagement in Relation with Requirements Gathering
C. Requirements Gathering Tools
 Requirements Traceability Matrix - A tool for Quality/Quality Control
 IDEF Format – An Outcomes Approach
D. Case Study – Unified Vailsburg Services Organization
E. Q & A
2
3
Introduction
 Philip Rhym, MFR Project Manager
 Johns Hopkins University
 Certified Project Manager
 Former State Trooper
 I think the most important aspect of work has been to find your identity
and let it influence your work product. Let yourself display in your
work.
4
MFR Overview
 We are a Management Consulting Firm that provides Cost
Effective Solutions to Public Sector Clients
 Founded in 1989, 30 employees in 5 states
 Client Industries : Finance, Health and Human Services, Utilities,
Transportation, and Law Enforcement
 100% Minority Woman-Owned Small Business
 Maria Roberts, MFR’s President & CEO was Awarded the 2014 Small
Business Person of the Year for SE Pennsylvania by the U.S. SBA
 Recognized by SmartCEO Magazine as 1 of the top 10 Emerging Growth
Firms for 2015 in the Greater Philadelphia Region
5
 City of Philadelphia
 Office of Innovation and Technology
 Department of Human Services
 Police Department
 State of Oregon, Department of Administrative
Services
 U.S. Department of Transportation – FMCSA & FAA
 U.S. Army Corps of Engineers
 U.S. Department of Justice – United States
Trustees Program
 Microsoft, PFM, Oracle, PwC
Selected Business Clients
6
Defining Requirements Gathering – Pre Requirements Gathering
PMBOK = Project Management Body of Knowledge
Before we gather requirements we need to understand the project business process
5 project process groups
Initiating, Planning, Executing, Monitoring & Controlling, and Closing
A Project, from its inception, is a response to a business need. In most cases, it will align with a strategic plan
Initiating documents are RFPs and SOWs. We respond with a Proposal
RFP – Request for Proposal
SOW – Statement of Work
Proposal – Describes to our client our product, our understanding of what they are asking for, and our plan
to address their need
7
Defining Requirements Gathering – The Critical Component of
Stakeholder Management
Experience – If you don’t address and manage the project stakeholders,
your project will fail
ID’ing Stakeholders and Creating a Stakeholder register is part of the Initiating
phase. Planning Stakeholder management is Part of the Planning Phase
Processes for ID’ing Stakeholders – Stakeholder Analysis, Power and Interest Grids
Output for Plan Stakeholder Management – Stakeholder Management Plan
8
Defining Requirements Gathering – Focus on Process
PMBOK = Project Management Body of Knowledge
Requirements Gathering is Part of the Planning Phase
Part of the Collect Requirements Process Group
Inputs – Charter, Scope Mgmt Plan, Req’s Mgmt Plan, STAKEHOLDER REGISTER, etc.
Processes – Interviews, Focus Groups, Facilitated Workshops, Group Decision making Techniques,
Benchmarking, Context Diagrams, etc.
https://prezi.com/8vbvtf5d_d3c/building-a-case-at-phdc-hotline-call-to-orientation/
9
Defining Requirements Gathering – Outputs and Next Steps
PMBOK = Project Management Body of Knowledge
Requirements Gathering is Part of the Planning Phase
Part of the Collect Requirements Process Group
Outputs – Requirements Documentation and Objectives Task List
Requirements Traceability matrix
IDEF Process Maps in Visio
Integrated Definition – Part of Federal Enterprise Architecture Framework
10
Output 1 – Objectives Task List
 Project Title : Bankruptcy Fee Management Project
 MFR Consultants Inc. will work with the Budget Branch Chief on the Performance objectives
Representative
Tasks
Review documentation of current business process e.g. Financial manuals for the collection
and accountability of fees
Working with Office of Administration Budget and Finance to serve as a project manager and
author
Document future business process for the collection and accountability of fees
Analyze and coordinate changes to electronic systems. Provide an impact analysis of fee
changes
Create content suitable to be publish in Federal Register
Provide training and handbook updates for field offices and personnel
Perform consulting services as assigned
11
Output 2 – Traceability Matrix and Wire Frames
Output 3 – IDEF Format Process Maps
12
Case Study – Unified Vailsburg Services Organization
 In brief
 Small Public Services Organization that was founded in 1972
 Represents a Constituency of approx. 132K people
 Serves approximately 1000 children daily
 Has 6 independent programs to assist residents
 Problems
 Business Corridor has only transient businesses (hair shops, liquor stores, fast food, dollar tree, etc.)
 Divisions of UVSO are losing revenue (own properties and rent space, but the have problems collecting
rent) – (Own properties but need to market properties to younger population)
 Grants Management
 Outputs
 1. Neighborhood Plan
 Contains details of where the agency will grow in the next 5 to 10 years
 2. Business Plan/Strategic Plan
 Contains specifics of cost savings, resource allocations, marketing campaigns, etc. to assist in
rebranding the community and growing it’s population
13
Q & A
Contact Information
14
MFR Consultants, Inc.
Atrium at Olde City
128 Chestnut Street
Philadelphia, PA 19106
www.mfrconsultants.com
Philip Rhym
Manager
215-238-9270 x 1009

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MFR Consultants, Inc - 2/22/2019

  • 1. 1 February 22, 2019 Temple University Consulting Club MFR Solutions for Requirements Gathering A presentation on the Critical Project Management Component of Strong Requirements Gathering and Associated Case Study MFR Consultants, Inc.
  • 2. 2 Agenda A. Introduction - Brief Background/Company Overview B. Definition of Requirements Gathering from PMBOK  Where it falls in the Project Plan/Delivery Lifecycle  Stakeholder Engagement in Relation with Requirements Gathering C. Requirements Gathering Tools  Requirements Traceability Matrix - A tool for Quality/Quality Control  IDEF Format – An Outcomes Approach D. Case Study – Unified Vailsburg Services Organization E. Q & A 2
  • 3. 3 Introduction  Philip Rhym, MFR Project Manager  Johns Hopkins University  Certified Project Manager  Former State Trooper  I think the most important aspect of work has been to find your identity and let it influence your work product. Let yourself display in your work.
  • 4. 4 MFR Overview  We are a Management Consulting Firm that provides Cost Effective Solutions to Public Sector Clients  Founded in 1989, 30 employees in 5 states  Client Industries : Finance, Health and Human Services, Utilities, Transportation, and Law Enforcement  100% Minority Woman-Owned Small Business  Maria Roberts, MFR’s President & CEO was Awarded the 2014 Small Business Person of the Year for SE Pennsylvania by the U.S. SBA  Recognized by SmartCEO Magazine as 1 of the top 10 Emerging Growth Firms for 2015 in the Greater Philadelphia Region
  • 5. 5  City of Philadelphia  Office of Innovation and Technology  Department of Human Services  Police Department  State of Oregon, Department of Administrative Services  U.S. Department of Transportation – FMCSA & FAA  U.S. Army Corps of Engineers  U.S. Department of Justice – United States Trustees Program  Microsoft, PFM, Oracle, PwC Selected Business Clients
  • 6. 6 Defining Requirements Gathering – Pre Requirements Gathering PMBOK = Project Management Body of Knowledge Before we gather requirements we need to understand the project business process 5 project process groups Initiating, Planning, Executing, Monitoring & Controlling, and Closing A Project, from its inception, is a response to a business need. In most cases, it will align with a strategic plan Initiating documents are RFPs and SOWs. We respond with a Proposal RFP – Request for Proposal SOW – Statement of Work Proposal – Describes to our client our product, our understanding of what they are asking for, and our plan to address their need
  • 7. 7 Defining Requirements Gathering – The Critical Component of Stakeholder Management Experience – If you don’t address and manage the project stakeholders, your project will fail ID’ing Stakeholders and Creating a Stakeholder register is part of the Initiating phase. Planning Stakeholder management is Part of the Planning Phase Processes for ID’ing Stakeholders – Stakeholder Analysis, Power and Interest Grids Output for Plan Stakeholder Management – Stakeholder Management Plan
  • 8. 8 Defining Requirements Gathering – Focus on Process PMBOK = Project Management Body of Knowledge Requirements Gathering is Part of the Planning Phase Part of the Collect Requirements Process Group Inputs – Charter, Scope Mgmt Plan, Req’s Mgmt Plan, STAKEHOLDER REGISTER, etc. Processes – Interviews, Focus Groups, Facilitated Workshops, Group Decision making Techniques, Benchmarking, Context Diagrams, etc. https://prezi.com/8vbvtf5d_d3c/building-a-case-at-phdc-hotline-call-to-orientation/
  • 9. 9 Defining Requirements Gathering – Outputs and Next Steps PMBOK = Project Management Body of Knowledge Requirements Gathering is Part of the Planning Phase Part of the Collect Requirements Process Group Outputs – Requirements Documentation and Objectives Task List Requirements Traceability matrix IDEF Process Maps in Visio Integrated Definition – Part of Federal Enterprise Architecture Framework
  • 10. 10 Output 1 – Objectives Task List  Project Title : Bankruptcy Fee Management Project  MFR Consultants Inc. will work with the Budget Branch Chief on the Performance objectives Representative Tasks Review documentation of current business process e.g. Financial manuals for the collection and accountability of fees Working with Office of Administration Budget and Finance to serve as a project manager and author Document future business process for the collection and accountability of fees Analyze and coordinate changes to electronic systems. Provide an impact analysis of fee changes Create content suitable to be publish in Federal Register Provide training and handbook updates for field offices and personnel Perform consulting services as assigned
  • 11. 11 Output 2 – Traceability Matrix and Wire Frames Output 3 – IDEF Format Process Maps
  • 12. 12 Case Study – Unified Vailsburg Services Organization  In brief  Small Public Services Organization that was founded in 1972  Represents a Constituency of approx. 132K people  Serves approximately 1000 children daily  Has 6 independent programs to assist residents  Problems  Business Corridor has only transient businesses (hair shops, liquor stores, fast food, dollar tree, etc.)  Divisions of UVSO are losing revenue (own properties and rent space, but the have problems collecting rent) – (Own properties but need to market properties to younger population)  Grants Management  Outputs  1. Neighborhood Plan  Contains details of where the agency will grow in the next 5 to 10 years  2. Business Plan/Strategic Plan  Contains specifics of cost savings, resource allocations, marketing campaigns, etc. to assist in rebranding the community and growing it’s population
  • 14. Contact Information 14 MFR Consultants, Inc. Atrium at Olde City 128 Chestnut Street Philadelphia, PA 19106 www.mfrconsultants.com Philip Rhym Manager 215-238-9270 x 1009