This document provides an overview of systems planning. It discusses strategic planning, including conducting a SWOT analysis and developing a mission statement, goals, and objectives. It also covers factors to consider for information systems projects, such as internal and external influences. The document outlines the steps of a feasibility study, including assessing operational, technical, economic, and schedule feasibility. Finally, it discusses the preliminary investigation process for planning an information systems project, which involves understanding the problem, defining scope and constraints, fact-finding, feasibility evaluation, estimating time and costs, and presenting results to management.

1. Module 6 – Systems Planning
R. CALDO TECHNICAL CONSULTANCY SERVICES
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This printed document is for reference use only of R.CALDO Technical Consultancy Services
Rionel Belen Caldo, BsCpE, MPA, MSc ECE
Model-Based Design Engineer/ Group Leader
ROHM LSI Design Philippines, Inc. (RLDP)
DLSU PhD-ECE Scholar
MEP-CpE CHED Scholar
MSc ECE DOST-ERDT Scholar
International Researcher, Reviewer, Presenter and Publisher
Academician and Professor of different Colleges and Universities
RTCS CEO/President and RSquare General Manager

2. Agenda
• Interesting News and Articles
• Strategic Planning
• Information Systems Projects
• Class Exercise

3. Systems Analysis and Design
Methodology
• System Development Life Cycle (SDLC)
– Systems Planning
– Systems Analysis
– Systems Design
– Systems Implementation
– Systems Operation and Support

4. Strategic Planning
• The process of identifying long-term
organizational goals, strategies, and
resources.

5. SWOT Analysis
• Strengths (S)
• Weaknesses (W)
• Opportunities (O)
• Threats (T)

6. A SWOT Analysis Example
Possible IT Strengths
- Excellent Web design staff
- Low systems analyst turnover
- Recently upgraded network
Possible IT Weaknesses
- Still using several legacy systems
- Budget increase was turned down
- Documentation needs updating
Possible IT Opportunities
- Well-position for expansion
- Can be first with new software
- High potential for B2B growth
Possible IT Threats
- Aggressive new Web competition
- Impact of new government rules
- Other firms offer better benefits

7. Mission Statement, Goals, and
Objectives
• A mission statement describes a
company for its stakeholders and briefly
states the company overall purpose,
products, services, and values.
• Next, the company identifies a set of
goals that will accomplish the mission.
• To achieve these goals, the company
develops a list of short-term objectives.

8. Information Systems Projects
• Reasons for systems projects
– Improved service
– Better performance
– More information
– Stronger controls
– Reduced cost

9. Factors that affect systems projects
• Internal Factors
– Strategic plan
– Top managers
– User requests
– Information
technology
department
– Existing systems
• External Factors
– Technology
– Supplier
– Customers
– Competitors
– The economy
– Government

10. Feasibility study
• Operational Feasibility
• Technical Feasibility
• Economic Feasibility
• Schedule Feasibility

11. Operational Feasibility
• Operational Feasibility means that a
proposed system will be used effectively after
it has been developed.
– Does management or do users support the
projects? Do users see the need for change?
– Will the system result in a work force reduction?
– Will the system require training for users?
– Will customers experience adverse effect in
anyway, either temporarily or permanently.

12. Technical Feasibility
• The technical resources needed to develop,
purchase, install, or operate the system.
– Does the company have the necessary hardware,
software, and network resources?
– Does the company have the needed technical
expertise?
– Will the hardware and software environment be
reliable?
– Will the system be able to handle future
transaction volume and company growth?

13. Economic Feasibility
• Economic Feasibility means that the projected
benefits of the proposed system outweigh the
estimated costs usually considered the total cost of
ownership (TCO).
– People, including IT staff and users
– Hardware and equipment
– Software
– Formal and informal training
– Licenses and fees
– Consulting expenses
– Facility costs
– The estimated cost of not developing the system or
postponing the project

14. Schedule Feasibility
• Schedule Feasibility means that a
project can be implemented in an
acceptable time.
– Can the company or the IT team control
the factor that effect schedule feasibility?
– What condition must be satisfied during the
development of the system?
– Will an accelerated schedule pose any
risk?
– Will the project manager be appointed?

15. Evaluating Feasibility
• Identify and weed out the systems
request that are not feasible.
• Even if the request is feasible, it might
not be necessary.
• Feasibility analysis is an ongoing task
that must be performed throughout the
systems development process.

16. Types of Project
• Discretionary projects
• Nondiscretionary project

17. Planning the Preliminary
Investigation
• Step 1: Understand the problem or
opportunity
• Step 2: Define the project scope and
constraint
• Step 3: Perform fact-finding
• Step 4: Evaluate feasibility
• Step 5: Estimate project development time
and cost
• Step 6: Present results and recommendation
to management

18. Step 1: Understand the
problem or opportunity
• Analyze the problem encountered
• Define the need for the new system
• Identify information systems involved
• Initiate the project

19. Step 2: Define the project
scope and constraint
• Project scope: boundaries or extent of
the project.
• A constraint: a requirement or condition
that the system must satisfy or the
outcome that the system must achieve.

20. Step 3: Perform fact-finding
• Conduct interview
• Review documentation
• Observe operation
• Conduct a user survey

21. Step 4: Evaluate feasibility
• Evaluate the project’s operational,
technical, economic, and schedule
feasibility.

22. Step 5: Estimate project
development time and cost
• Estimate the project time and develop
the time schedule
• Estimate the project cost based on TCO

23. Step 6: Present results and
recommendation to management
• Introduction
• Systems request summary
• Findings
• Recommendation
• Time and cost estimates
• Expected benefits
• Appendix

24. 1 Corinthians 15:57 “But thanks be to God!
He gives us the victory through our Lord
Jesus Christ.
Colossians 3:17 “Whatever you do or say, do
it as a representative of the Lord Jesus,
giving thanks through him to God the
Father.”
🡪 Your goal is to work in such a way that
you are a good representative of Jesus
Reflection

25. END of Presentation…