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Introduction to Information Systems
Topics
• Introduction
• Basic Elements of an Information System
• Characteristics of an Information System
• Major Types of Information Systems
• Functions of an Information System
• Benefits of an Information System




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Topics
• Projects
• Project Stakeholders
• Project Team
• Project Success




 www.orangeandbronze.com
Introduction
• What is a System?
               → A group of organized
                   entities
               → A means of

                   organizing
               → One entity

                   composed of
                   interrelated objects



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Introduction
• Formal Definition
               → A group of interrelated or
                   interacting entities working
                   together to achieve a common
                   purpose.
               → Involves a means of capturing

                   input, processes, transforms and
                   converts the input into a
                   different, substantial product
                   (output).
               →

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Introduction
• Formal Definition
               →   Organized or established procedure.




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Introduction
• What is an Information System (IS)?
               → A set of people, processes and resources working
                   together to gather, transform, process, and store
                   information useful for decision making and control
                   in the organization.
               → Deals with data as input to produce substantial

                   information as output.




www.orangeandbronze.com
Introduction
• What is an Information System (IS)?
               →   Applies to different fields:
                          • Geography        /    Mathematics
                          • Sociology        /    Telecommunications
                          • System Theories /     Software Applications




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Basic Elements of an Information System
• Resources
               →   Hardware – physical component of technology
                          • Ex. Computer, Peripherals, Stationery
                          •



               →   Software – collection of computer programs,
                    procedures and documentation
                          • Ex. Word Processor, Operating Systems
                          •



               →   Liveware – People necessary to operate the system
                     and render it functional
                          ●   Ex. System Users, Systems Administrators

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Basic Elements of an Information System
• Procedures
               →   Set of rules that tells the system to achieve a goal
                          ●   Ex. Procedural Documents/Manuals

• Processes
               →   Operational element of the system
                          ●   Ex. Actual Processes (i.e. Process, Compute, Input,
                              Submit, etc)




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Basic Elements of an Information System
• Data and Information
               → Data are raw facts representing events occurring in
                   the physical environment before they have been
                   organized and arranged into a form that people
                   can understand and use.
               → Information are processed data presented in a form

                   suitable for human interpretation.




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Information vs. Data

    331 Brite Dish Soap 1.29                                Sales Region: Northwest
                                                            Store: Superstore #125
    863 ChixFillet              4.69
                                       ITEM NO.   DESCRIPTION         UNITS SOLD
    663 Centry Ham              3.29
                                            331   Brite Dish Soap         7132
    113 Ginger Root             .85

    173 Meow Cat          .79                                         YTD SALES
                                                                      $9,231.24

      • Data                             • Information



www.orangeandbronze.com
Characteristics of an Information System




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Characteristics of an Information System
• Objective – a specific goal towards which a system
   works
      →   Ex. Provide users with payment methods via prepaid
          subscription, prepaid cards and tie-ups with telcos
          within 18 months.


• Standards – acceptable level of performance
      →   Ex. Order processing time to 24 hours maximum



www.orangeandbronze.com
Characteristics of an Information System
• Environment – systems must be able to adapt to its
   environment; environments may have a set of
   dynamic rules that affect processes that run on it
       →   Ex. Payroll System – manage increases, changes in tax


• Feedback – a response to a query or outcome that may
   come from several sources
       →   Ex. Customer, Intermediate Data


 www.orangeandbronze.com
Characteristics of an Information System
• Boundaries – demarcates the inside and outside of a
   system which sets it apart from its environment




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Characteristics of an Information System
• Interface – point of contact between the system and its
    environment
      →   Ex. Touch screen kiosks in some photo developing
          shops.




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Characteristics of an Information System
• Input – capture or collection of raw data from external
    environment
• Processing – conversion, manipulation and analysis of
    raw input into a more meaningful form
• Output – distribution of processed information




www.orangeandbronze.com
Characteristics of an Information System
• A coffee maker is one
   system     we    could
   consider in terms of a
   system with a specific
   function.




www.orangeandbronze.com
Characteristics of an Information System
• Resources
               →   Hardware – carafe, filter, warming plate, etc.
               →   Software – thermostat
               →   Liveware – person who wants to make coffee
               →   Procedures – manual
               →   Process – pouring water into the water tank, putting coffee in
                     the filter
               →   Data – input: ground coffee, water; output: brewed coffee
               →   Feedback – light on switch, coffee in carafe
               →   Interface – where we can put water, switch


www.orangeandbronze.com
Major Types of Information Systems




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Major Types of Information Systems
• Office Automation System (TPS)
               → Support general office work for managing
                  documents and handling and facilitating
                  communications
               → Examples: Word Processors, Spreadsheet and

                  Powerpoint




www.orangeandbronze.com
Major Types of Information Systems
• Transaction Processing System (TPS)
               → Basic business system that serves the operation
                  level of an organization
               → Computerized systems that perform and record the

                  daily routine transactions necessary to conduct
                  business




www.orangeandbronze.com
Major Types of Information Systems
• Transaction Processing System (TPS)
               →   Goals of TPS development:
                          •   Improve transaction processing by speeding it up
                          •   Use fewer people
                          •   Improve efficiency and accuracy
                          •   Integrate with other organizational IS
                          •   Provide information previously not available




www.orangeandbronze.com
Major Types of Information Systems
• Knowledge Work System (KWS)
               → Systems that support knowledge workers in the
                   creation and integration of new knowledge
               → Example: GRASP (Graphical Robotics Applications

                   Simulation Package) 3D graphical simulation
                   system




www.orangeandbronze.com
Major Types of Information Systems
• Management Information System (MIS)
               → Serves the functions of planning, controlling, and
                  decision-making by providing routine summary
                  and exception reports
               → Summarizes and reports on a company's basic

                  operations
               → Handles the compression and transformation of

                  basic transaction data from TPS into a more
                  meaningful form


www.orangeandbronze.com
Major Types of Information Systems
• Decision Support System (DSS)
               → Combines data and sophisticated analytical models
                  or data analysis tools to support semistructured
                  and unstructured decision-making
               → Designed to aid decision-makers

               → Creates an interactive environment for decision-

                  making




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Major Types of Information Systems
• Executive Support System (ESS)
               →   Designed to address unstructured decision-making
                    through advanced graphics and communications




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Functions of an Information System
• Data Entry
      →   Refers to collecting,
          entering and recording
          data into the program




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Functions of an Information System
• Data Validation
       →   Ensures that the data
           used by the program is
           correct, valid and useful
           by rejecting inaccurate
           data upon entry and
           processing




 www.orangeandbronze.com
Functions of an Information System
• Data Conversion
               →   Involves the transformation of data
                     from one form to another




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Functions of an Information System
• Data Mining
               → Refers to the process of analyzing and sorting
                  through large amounts of data and summarizing it
                  into useful information.
               → Data mining could show trends.




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Functions of an Information System
• Data Warehousing
      →   Data storage; this data will be used for reporting, as
          well as analysis.




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Functions of an Information System
• Data Transmission
               →   Involves sending and receiving data from one point
                     to another




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Functions of an Information System
• Data Summarization
      → Involves the transformation and consolidation of data
        into a fixed, standardized format for purposes such as
        reports
      → Aims to improve reporting performance and reduce the

        load on the network




www.orangeandbronze.com
Benefits of an Information System
• Stakeholders
               → Empowers its users
               → Increases productivity

               → Allows more time to handle other tasks




• Processes and Procedures
               → Increases effectiveness and efficiency
               → Improves quality control

               → Allows timely delivery of output

               → Repeatable
www.orangeandbronze.com
Benefits of an Information System
• Information
                → Centralized information
                → Better archiving of records

                → Easy searching and retrieval of information




• Security
                → Implementation of controls and limitations
                → Quick and easily accessible

                → Traceable (Audit Trail)



 www.orangeandbronze.com
Benefits of an Information System
• General
               → Quick and easy return on investment
               → Maintainability

               → Reliability




www.orangeandbronze.com
What is a Project?



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Projects
• A Project...
                → Is a one-time endeavor
                → Has an explicit start and end date

                → Needs to achieve a specific objective / purpose

                → Contains various tasks that are aligned towards the

                    specified goals and objectives
                → Result: Product / Service




 www.orangeandbronze.com
Projects
• A Project...
                → Provides a solution to a problem, or addresses a
                    necessity
                → Has limited resources


                           • Budget, time, labor, etc.
                →   Is headed or managed by an individual




 www.orangeandbronze.com
Spectrum of Projects
• A project can range from...
              →    Short Term Assignments
                           • Simple, small scale projects

              →    Large Scale Complex
                     Requirements
                           • Information Systems
                           • Architectural Projects



 www.orangeandbronze.com
Spectrum of Projects
• In our field, projects focus on Information Systems. An
    Information System may be...
               → Built from scratch
               → A continuation of a previous, unfinished project

               → Built on top of another project

               → A shift to another programming language

               → An upgrade to a newer technology

               → A solution to a problem

               → A modification due to ever changing requirements

                   and business rules
www.orangeandbronze.com
Main Teams and Players in a Project
• Project Stakeholders
• Project Team




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Project Stakeholders
• Responsibilities
                → Ensures that the correct business requirements are
                   provided and communicated to the Project Team
                → Verifies that the delivered system meets business

                   requirements through User Acceptance Testing
                → Supports the Project Team with their project needs




 www.orangeandbronze.com
Project Stakeholders
• Roles
               → Project Sponsor
               → Project Customer

               → Functional Manager

               → Project Tester

               → Product Users Group

               → Top Management




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Project Stakeholders
• Project Sponsor
               →   An organization's upper manager who is primarily
                    accountable for the project
                          • Regularly meets with the Project Manager to
                             discuss the project schedule, cost, progress,
                             and other related issues
                          • Acts as the bridge between the Project Manager
                             and Top Management
                          • Ensures strategic alignment to the organization's
                             goals and objectives


www.orangeandbronze.com
Project Stakeholders
• Project Sponsor
               → Provides resources for the project
               → Assists in defining scope, schedule and cost

               → Provides guidance and consultation

               → Has authority to decide on factors or issues affecting

                   the direction of the project




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Project Stakeholders
• Project Customer
               →   An individual or group in an organization whose
                    needs or requirements are the reason for the
                    project's goals and implementation
                          • Source of Project Requirements and Company
                              Rules and Policies
                          • Decides on changes regarding functions and
                              features of the project




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Project Stakeholders
• Project Customer
               → Provides project funding
               → Determines project scope and prioritization

               → Recipient of the project




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Project Stakeholders
• Functional Manager
               →   Top managers of a business unit in an organization
                     with authority over policies and resources
                          • Provides resources
                          • Provides assistance and consultation on
                              specialized knowledge areas
                          • Source of Company Rules and Policies
                          • May play a major or minor role in the project
                          • Project involvement depends on specialized
                              knowledge areas

www.orangeandbronze.com
Project Stakeholders
• Project Tester
                →   An individual or group responsible for assuring the
                     objectives and requirements of the project are
                     met by doing or assisting in User Acceptance
                     Testing
                           • Creation and implementation of a Test Plan
                           • Organized and systematic quality assurance
                           • Ensures that quality and other standards are met




 www.orangeandbronze.com
Project Stakeholders
• Product Users Group
               →   An individual or group who will directly benefit and
                    use the system
                          • For whom the system is built for
                          • Benefits from the system the most
                          • Most familiar with the processes and features of
                              the system
                          • Mostly on the operational side
                          • Basis for Project Expectations and Satisfaction


www.orangeandbronze.com
Project Stakeholders
• Top Management
               →   The executive team that approves the budget,
                    scope, and schedule of the project
                          • Sets the Organizational Goals and Objectives
                          • Approves funding of the project
                          • Verifies strategic alignment of project with the
                              Organizational Goals and Objectives
                          • Final decision-makers and approvers
                          • Focused mainly on the benefits and outcome of
                              the project
                          • Prioritizes projects
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Project Team
• Responsibilities
                → Transforms business requirements into the actual
                    working program
                → Ensures that the agreed upon functions and features

                    are delivered on schedule and with quality
                → Recommends to the Project Stakeholders the

                    hardware and software specifications to be used
                    by the system
                → Responsible for defining any IT services required in

                    the development and implementation of the
                    system
 www.orangeandbronze.com
Project Team
• Roles
               → Project Lead / Software Architect
               → Project Manager

               → Developer

               → Web / UI Designer

               → Database Administrator

               → Quality Assurance

               → Business Analyst




www.orangeandbronze.com
Project Team
• Project Lead / Software Architect
                →   An individual responsible for ensuring that the
                     project team is steered in the right direction
                           • Provides overall architecture design
                           • Provides expertise in object oriented and
                               enterprise design
                           • Provides expertise in frameworks and
                               technologies required by the project
                           • Leads the developers of the project



 www.orangeandbronze.com
Project Team
• Project Lead / Software Architect
                → Guides and assists the developers in the
                    development process
                → Provides recommendation to the client regarding IT

                    related issues
                → Ensures that best practices and development

                    standards are met




 www.orangeandbronze.com
Project Team
• Project Manager
               →   An individual responsible for ensuring that the
                    project team reaches its goal or objective within
                    the scope, schedule and budget allocated for the
                    project
                          • Responsible for management and success of the
                              project
                          • Ensures quality and timely delivery of the project
                          • Provides expertise in creating project plans and
                              the prioritization of assigned tasks

www.orangeandbronze.com
Project Team
• Project Manager
               → Reviews and adjusts the project plan and schedule
                  as necessary
               → Assigns and manages the tasks of the project team

               → Ensures transparency and close collaboration with

                  the client
               → Handles project meetings and status reports




www.orangeandbronze.com
Project Team
• Developers
               →   An individual or group responsible for converting
                    business requirements into project codes written
                    in a particular programming language
                          • Writes program codes
                          • Ensures program codes work correctly and as
                              expected
                          • Implements initial testing of codes




www.orangeandbronze.com
Project Team
• Developers
               → Provides recommendation to the client regarding
                   programming related issues
               → Implements best practices and development

                   standards
               → Understanding of frameworks and technologies

                   required in the project




www.orangeandbronze.com
Project Team
• Web / UI Designer
               →   An individual or group responsible for the
                    appearance and design of the software
                          • Creates user interface designs for the application
                          • Ensures web / UI codes work correctly and as
                              expected
                          • Implements initial testing of screens / UI
                          • Provides recommendation to the client regarding
                              web / UI related issues
                          • Implements UI best practices and standards

www.orangeandbronze.com
Project Team
• Database Administrator
               →   An individual or group responsible for handling,
                    coding and maintaining database related tasks
                          • Responsible for the logical and physical design of
                             database/s
                          • Handles the installation, maintenance, and
                             upgrade of the project database/s
                          • Writes program codes of a specific database
                             access language



www.orangeandbronze.com
Project Team
• Database Administrator
               → Ensures database program codes work correctly and
                   as expected
               → Implements initial testing of database related tasks

               → Provides recommendation to the client regarding

                   database related issues




www.orangeandbronze.com
Project Team
• Quality Assurance
               →   An individual or group responsible for testing the
                    software and ensuring that it meets the
                    expectations of the client in terms of performance
                    and quality before handling the software for User
                    Acceptance Testing
                          • Creation and implementation of Test Plans
                          • Organized and systematic quality assurance
                              processes
                          • Ensures that quality and other standards are met

www.orangeandbronze.com
Project Team
• Business Analyst
               →   An individual or group responsible for eliciting and
                    analyzing the business or project requirements of
                    the client's stakeholders in order determine and
                    propose solutions to certain business problems




www.orangeandbronze.com
Project Team
• Business Analyst
               → Elicits and defines business requirements
               → Coordinates with various business units in order to

                   elicit necessary information
               → Analyzes data elicited and propose solutions

               → Acts as a bridge between the project client and the

                   project team




www.orangeandbronze.com
Project Team
• Business Analyst
               → Coordinates with the project team to ensure that
                   members understand the requirements
               → Produces high quality documentation through

                   effective, clear and appropriate documentation
                   and diagrams
               → Reports status and issues to the Project Manager

               → “Knowledge Expert” within the team in terms of

                   Business Rules and Requirements


www.orangeandbronze.com
Project Success
• Food for Thought:


• A project is finished within the defined scope, within its
    allocated budget, is delivered on time, and meets all
                   performance requirements.


                          • Is this a successful project?



www.orangeandbronze.com
Common Causes of Project Failure
• Scope Creep
• Defining end dates without estimating the amount of
   work to be done
• Overemphasis on time, sacrificing quality
• Resources are not fully committed to the project
• Inability to adapt to dynamic environments
• Win the contract first, then worry about the rest later



 www.orangeandbronze.com
Common Causes of Project Failure
• Overallocation of resources
• Political agendas detracting focus away from the
    project
• Insufficient funds to cover “hidden” essentials
                →   Ex. Maintenance
• Inability to coordinate budget with schedule
• Juggling of schedules between different projects
• Communication filtering, especially with management


 www.orangeandbronze.com
A Perspective on Project Success




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Apt introduction tosystems

  • 2. Topics • Introduction • Basic Elements of an Information System • Characteristics of an Information System • Major Types of Information Systems • Functions of an Information System • Benefits of an Information System www.orangeandbronze.com
  • 3. Topics • Projects • Project Stakeholders • Project Team • Project Success www.orangeandbronze.com
  • 4. Introduction • What is a System? → A group of organized entities → A means of organizing → One entity composed of interrelated objects www.orangeandbronze.com
  • 5. Introduction • Formal Definition → A group of interrelated or interacting entities working together to achieve a common purpose. → Involves a means of capturing input, processes, transforms and converts the input into a different, substantial product (output). → www.orangeandbronze.com
  • 6. Introduction • Formal Definition → Organized or established procedure. www.orangeandbronze.com
  • 7. Introduction • What is an Information System (IS)? → A set of people, processes and resources working together to gather, transform, process, and store information useful for decision making and control in the organization. → Deals with data as input to produce substantial information as output. www.orangeandbronze.com
  • 8. Introduction • What is an Information System (IS)? → Applies to different fields: • Geography / Mathematics • Sociology / Telecommunications • System Theories / Software Applications www.orangeandbronze.com
  • 9. Basic Elements of an Information System • Resources → Hardware – physical component of technology • Ex. Computer, Peripherals, Stationery • → Software – collection of computer programs, procedures and documentation • Ex. Word Processor, Operating Systems • → Liveware – People necessary to operate the system and render it functional ● Ex. System Users, Systems Administrators www.orangeandbronze.com
  • 10. Basic Elements of an Information System • Procedures → Set of rules that tells the system to achieve a goal ● Ex. Procedural Documents/Manuals • Processes → Operational element of the system ● Ex. Actual Processes (i.e. Process, Compute, Input, Submit, etc) www.orangeandbronze.com
  • 11. Basic Elements of an Information System • Data and Information → Data are raw facts representing events occurring in the physical environment before they have been organized and arranged into a form that people can understand and use. → Information are processed data presented in a form suitable for human interpretation. www.orangeandbronze.com
  • 12. Information vs. Data 331 Brite Dish Soap 1.29 Sales Region: Northwest Store: Superstore #125 863 ChixFillet 4.69 ITEM NO. DESCRIPTION UNITS SOLD 663 Centry Ham 3.29 331 Brite Dish Soap 7132 113 Ginger Root .85 173 Meow Cat .79 YTD SALES $9,231.24 • Data • Information www.orangeandbronze.com
  • 13. Characteristics of an Information System www.orangeandbronze.com
  • 14. Characteristics of an Information System • Objective – a specific goal towards which a system works → Ex. Provide users with payment methods via prepaid subscription, prepaid cards and tie-ups with telcos within 18 months. • Standards – acceptable level of performance → Ex. Order processing time to 24 hours maximum www.orangeandbronze.com
  • 15. Characteristics of an Information System • Environment – systems must be able to adapt to its environment; environments may have a set of dynamic rules that affect processes that run on it → Ex. Payroll System – manage increases, changes in tax • Feedback – a response to a query or outcome that may come from several sources → Ex. Customer, Intermediate Data www.orangeandbronze.com
  • 16. Characteristics of an Information System • Boundaries – demarcates the inside and outside of a system which sets it apart from its environment www.orangeandbronze.com
  • 17. Characteristics of an Information System • Interface – point of contact between the system and its environment → Ex. Touch screen kiosks in some photo developing shops. www.orangeandbronze.com
  • 18. Characteristics of an Information System • Input – capture or collection of raw data from external environment • Processing – conversion, manipulation and analysis of raw input into a more meaningful form • Output – distribution of processed information www.orangeandbronze.com
  • 19. Characteristics of an Information System • A coffee maker is one system we could consider in terms of a system with a specific function. www.orangeandbronze.com
  • 20. Characteristics of an Information System • Resources → Hardware – carafe, filter, warming plate, etc. → Software – thermostat → Liveware – person who wants to make coffee → Procedures – manual → Process – pouring water into the water tank, putting coffee in the filter → Data – input: ground coffee, water; output: brewed coffee → Feedback – light on switch, coffee in carafe → Interface – where we can put water, switch www.orangeandbronze.com
  • 21. Major Types of Information Systems www.orangeandbronze.com
  • 22. Major Types of Information Systems • Office Automation System (TPS) → Support general office work for managing documents and handling and facilitating communications → Examples: Word Processors, Spreadsheet and Powerpoint www.orangeandbronze.com
  • 23. Major Types of Information Systems • Transaction Processing System (TPS) → Basic business system that serves the operation level of an organization → Computerized systems that perform and record the daily routine transactions necessary to conduct business www.orangeandbronze.com
  • 24. Major Types of Information Systems • Transaction Processing System (TPS) → Goals of TPS development: • Improve transaction processing by speeding it up • Use fewer people • Improve efficiency and accuracy • Integrate with other organizational IS • Provide information previously not available www.orangeandbronze.com
  • 25. Major Types of Information Systems • Knowledge Work System (KWS) → Systems that support knowledge workers in the creation and integration of new knowledge → Example: GRASP (Graphical Robotics Applications Simulation Package) 3D graphical simulation system www.orangeandbronze.com
  • 26. Major Types of Information Systems • Management Information System (MIS) → Serves the functions of planning, controlling, and decision-making by providing routine summary and exception reports → Summarizes and reports on a company's basic operations → Handles the compression and transformation of basic transaction data from TPS into a more meaningful form www.orangeandbronze.com
  • 27. Major Types of Information Systems • Decision Support System (DSS) → Combines data and sophisticated analytical models or data analysis tools to support semistructured and unstructured decision-making → Designed to aid decision-makers → Creates an interactive environment for decision- making www.orangeandbronze.com
  • 28. Major Types of Information Systems • Executive Support System (ESS) → Designed to address unstructured decision-making through advanced graphics and communications www.orangeandbronze.com
  • 30. Functions of an Information System • Data Entry → Refers to collecting, entering and recording data into the program www.orangeandbronze.com
  • 31. Functions of an Information System • Data Validation → Ensures that the data used by the program is correct, valid and useful by rejecting inaccurate data upon entry and processing www.orangeandbronze.com
  • 32. Functions of an Information System • Data Conversion → Involves the transformation of data from one form to another www.orangeandbronze.com
  • 33. Functions of an Information System • Data Mining → Refers to the process of analyzing and sorting through large amounts of data and summarizing it into useful information. → Data mining could show trends. www.orangeandbronze.com
  • 34. Functions of an Information System • Data Warehousing → Data storage; this data will be used for reporting, as well as analysis. www.orangeandbronze.com
  • 35. Functions of an Information System • Data Transmission → Involves sending and receiving data from one point to another www.orangeandbronze.com
  • 36. Functions of an Information System • Data Summarization → Involves the transformation and consolidation of data into a fixed, standardized format for purposes such as reports → Aims to improve reporting performance and reduce the load on the network www.orangeandbronze.com
  • 37. Benefits of an Information System • Stakeholders → Empowers its users → Increases productivity → Allows more time to handle other tasks • Processes and Procedures → Increases effectiveness and efficiency → Improves quality control → Allows timely delivery of output → Repeatable www.orangeandbronze.com
  • 38. Benefits of an Information System • Information → Centralized information → Better archiving of records → Easy searching and retrieval of information • Security → Implementation of controls and limitations → Quick and easily accessible → Traceable (Audit Trail) www.orangeandbronze.com
  • 39. Benefits of an Information System • General → Quick and easy return on investment → Maintainability → Reliability www.orangeandbronze.com
  • 40. What is a Project? www.orangeandbronze.com
  • 41. Projects • A Project... → Is a one-time endeavor → Has an explicit start and end date → Needs to achieve a specific objective / purpose → Contains various tasks that are aligned towards the specified goals and objectives → Result: Product / Service www.orangeandbronze.com
  • 42. Projects • A Project... → Provides a solution to a problem, or addresses a necessity → Has limited resources • Budget, time, labor, etc. → Is headed or managed by an individual www.orangeandbronze.com
  • 43. Spectrum of Projects • A project can range from... → Short Term Assignments • Simple, small scale projects → Large Scale Complex Requirements • Information Systems • Architectural Projects www.orangeandbronze.com
  • 44. Spectrum of Projects • In our field, projects focus on Information Systems. An Information System may be... → Built from scratch → A continuation of a previous, unfinished project → Built on top of another project → A shift to another programming language → An upgrade to a newer technology → A solution to a problem → A modification due to ever changing requirements and business rules www.orangeandbronze.com
  • 45. Main Teams and Players in a Project • Project Stakeholders • Project Team www.orangeandbronze.com
  • 46. Project Stakeholders • Responsibilities → Ensures that the correct business requirements are provided and communicated to the Project Team → Verifies that the delivered system meets business requirements through User Acceptance Testing → Supports the Project Team with their project needs www.orangeandbronze.com
  • 47. Project Stakeholders • Roles → Project Sponsor → Project Customer → Functional Manager → Project Tester → Product Users Group → Top Management www.orangeandbronze.com
  • 48. Project Stakeholders • Project Sponsor → An organization's upper manager who is primarily accountable for the project • Regularly meets with the Project Manager to discuss the project schedule, cost, progress, and other related issues • Acts as the bridge between the Project Manager and Top Management • Ensures strategic alignment to the organization's goals and objectives www.orangeandbronze.com
  • 49. Project Stakeholders • Project Sponsor → Provides resources for the project → Assists in defining scope, schedule and cost → Provides guidance and consultation → Has authority to decide on factors or issues affecting the direction of the project www.orangeandbronze.com
  • 50. Project Stakeholders • Project Customer → An individual or group in an organization whose needs or requirements are the reason for the project's goals and implementation • Source of Project Requirements and Company Rules and Policies • Decides on changes regarding functions and features of the project www.orangeandbronze.com
  • 51. Project Stakeholders • Project Customer → Provides project funding → Determines project scope and prioritization → Recipient of the project www.orangeandbronze.com
  • 52. Project Stakeholders • Functional Manager → Top managers of a business unit in an organization with authority over policies and resources • Provides resources • Provides assistance and consultation on specialized knowledge areas • Source of Company Rules and Policies • May play a major or minor role in the project • Project involvement depends on specialized knowledge areas www.orangeandbronze.com
  • 53. Project Stakeholders • Project Tester → An individual or group responsible for assuring the objectives and requirements of the project are met by doing or assisting in User Acceptance Testing • Creation and implementation of a Test Plan • Organized and systematic quality assurance • Ensures that quality and other standards are met www.orangeandbronze.com
  • 54. Project Stakeholders • Product Users Group → An individual or group who will directly benefit and use the system • For whom the system is built for • Benefits from the system the most • Most familiar with the processes and features of the system • Mostly on the operational side • Basis for Project Expectations and Satisfaction www.orangeandbronze.com
  • 55. Project Stakeholders • Top Management → The executive team that approves the budget, scope, and schedule of the project • Sets the Organizational Goals and Objectives • Approves funding of the project • Verifies strategic alignment of project with the Organizational Goals and Objectives • Final decision-makers and approvers • Focused mainly on the benefits and outcome of the project • Prioritizes projects www.orangeandbronze.com
  • 56. Project Team • Responsibilities → Transforms business requirements into the actual working program → Ensures that the agreed upon functions and features are delivered on schedule and with quality → Recommends to the Project Stakeholders the hardware and software specifications to be used by the system → Responsible for defining any IT services required in the development and implementation of the system www.orangeandbronze.com
  • 57. Project Team • Roles → Project Lead / Software Architect → Project Manager → Developer → Web / UI Designer → Database Administrator → Quality Assurance → Business Analyst www.orangeandbronze.com
  • 58. Project Team • Project Lead / Software Architect → An individual responsible for ensuring that the project team is steered in the right direction • Provides overall architecture design • Provides expertise in object oriented and enterprise design • Provides expertise in frameworks and technologies required by the project • Leads the developers of the project www.orangeandbronze.com
  • 59. Project Team • Project Lead / Software Architect → Guides and assists the developers in the development process → Provides recommendation to the client regarding IT related issues → Ensures that best practices and development standards are met www.orangeandbronze.com
  • 60. Project Team • Project Manager → An individual responsible for ensuring that the project team reaches its goal or objective within the scope, schedule and budget allocated for the project • Responsible for management and success of the project • Ensures quality and timely delivery of the project • Provides expertise in creating project plans and the prioritization of assigned tasks www.orangeandbronze.com
  • 61. Project Team • Project Manager → Reviews and adjusts the project plan and schedule as necessary → Assigns and manages the tasks of the project team → Ensures transparency and close collaboration with the client → Handles project meetings and status reports www.orangeandbronze.com
  • 62. Project Team • Developers → An individual or group responsible for converting business requirements into project codes written in a particular programming language • Writes program codes • Ensures program codes work correctly and as expected • Implements initial testing of codes www.orangeandbronze.com
  • 63. Project Team • Developers → Provides recommendation to the client regarding programming related issues → Implements best practices and development standards → Understanding of frameworks and technologies required in the project www.orangeandbronze.com
  • 64. Project Team • Web / UI Designer → An individual or group responsible for the appearance and design of the software • Creates user interface designs for the application • Ensures web / UI codes work correctly and as expected • Implements initial testing of screens / UI • Provides recommendation to the client regarding web / UI related issues • Implements UI best practices and standards www.orangeandbronze.com
  • 65. Project Team • Database Administrator → An individual or group responsible for handling, coding and maintaining database related tasks • Responsible for the logical and physical design of database/s • Handles the installation, maintenance, and upgrade of the project database/s • Writes program codes of a specific database access language www.orangeandbronze.com
  • 66. Project Team • Database Administrator → Ensures database program codes work correctly and as expected → Implements initial testing of database related tasks → Provides recommendation to the client regarding database related issues www.orangeandbronze.com
  • 67. Project Team • Quality Assurance → An individual or group responsible for testing the software and ensuring that it meets the expectations of the client in terms of performance and quality before handling the software for User Acceptance Testing • Creation and implementation of Test Plans • Organized and systematic quality assurance processes • Ensures that quality and other standards are met www.orangeandbronze.com
  • 68. Project Team • Business Analyst → An individual or group responsible for eliciting and analyzing the business or project requirements of the client's stakeholders in order determine and propose solutions to certain business problems www.orangeandbronze.com
  • 69. Project Team • Business Analyst → Elicits and defines business requirements → Coordinates with various business units in order to elicit necessary information → Analyzes data elicited and propose solutions → Acts as a bridge between the project client and the project team www.orangeandbronze.com
  • 70. Project Team • Business Analyst → Coordinates with the project team to ensure that members understand the requirements → Produces high quality documentation through effective, clear and appropriate documentation and diagrams → Reports status and issues to the Project Manager → “Knowledge Expert” within the team in terms of Business Rules and Requirements www.orangeandbronze.com
  • 71. Project Success • Food for Thought: • A project is finished within the defined scope, within its allocated budget, is delivered on time, and meets all performance requirements. • Is this a successful project? www.orangeandbronze.com
  • 72. Common Causes of Project Failure • Scope Creep • Defining end dates without estimating the amount of work to be done • Overemphasis on time, sacrificing quality • Resources are not fully committed to the project • Inability to adapt to dynamic environments • Win the contract first, then worry about the rest later www.orangeandbronze.com
  • 73. Common Causes of Project Failure • Overallocation of resources • Political agendas detracting focus away from the project • Insufficient funds to cover “hidden” essentials → Ex. Maintenance • Inability to coordinate budget with schedule • Juggling of schedules between different projects • Communication filtering, especially with management www.orangeandbronze.com
  • 74. A Perspective on Project Success www.orangeandbronze.com