§         Determine High-Level Functions

     1.    Are we just changing the front-end of the system or rewriting (re-architecting) the whole   system?

     2.    What will this system do that the current system already does?

     3.    What will this system do that you are doing manually now?

     4.    What will this system do that is entirely new?

     5.    Does the current system do things that this system will not do?

     6.    What is the functional scope of this system?   (list high-level functions)

     7.    How do these functions interact with each other?

     8.    What is the level of complexity?

     9.    Are there other systems/projects this system will interface with?

    10.   Will the converted system access legacy files, databases, dual databases, or new files and databases?

    11.   What is the functional core of the system?

    12.   What are your priorities?

 

§         Determine Development, Deployment, Usage Constraints

    1.    What is the timeframe for conversion?

    2.    Are there time constraints in converting the system?  What are they?

    3.    Are there time constraints in deploying the system?  What are they?

    4.    Are there any dependencies on other systems in completing the system?  Please specify.

    5.    Are there budget constraints in converting this system?  How much?

    6.    Are there resource constraints in converting the system (do we have the in-house expertise we           need)?

    7.    Do we have management and user commitment and buy-in?

8.        Are there technical constraints to converting this system? What are they?

9.        Is there remote processing?  Are there scheduler constraints to consider (CA7 and/or CA7 Agent)?

 

§         System Research

    1.    Who are the most important players in terms of – Knowledge  - Politics?

    2.    Is there any existing system documentation?  If so, where?

    3.    Who else should we talk to?

 

§         Assumptions/Inclusions

    1.    List assumptions

 

§         Issues

1.        List open issues, responsible parties, resolution date

 

§         Exclusions

    1.    List exclusions

 

Determine Business Objectives:

 

    1.    Why do you want to redo the system?

    2.    How will the new version of the system help you?

    3.    What are your objectives in having this system?

    4.    Who are the key stakeholders and users? Do their goals differ? If so, how?

    5.    How does the system map to business goals?

    6.    What is the most important business goal of the system?

    7.    Will the system change the way you are doing things now?

    8.    Will the system help you be more efficient?   How?

    9.    What are the system deliverables? 

   10.   What will the converted system accomplish that the current system cannot    accomplish?

   11.   Will the output of the converted system be the same or different than the      current system?

   12.   Will the new system have additional functionality?    What?

   13.   Will the new system have better performance?    To what extent?

   14.   Will the new system help you be more efficient?    To what extent?

   15.   Will the screens look different?  How?

   16.   What is most important (rank in order of importance): 

                  Application is easier to use

                  Application has nicer front-end

                  Application has additional functionality (list)

                  Application is more efficient

                  Application is redesigned to better reflect the business

 

Determine Future Needs

   1.    What business requirements will this system address?

2.        Is the data and/or functionality shared by other (many) business areas?  If so, which?

3.        If the reports were dynamic, what would they do differently?

4.        How much historical information is required?

 

Determine Current Problems

   1.    What are the current problems with your system today?

   2.    Do you have to do things manually that you would like to automate?

   3.    Do you have performance problems that need to change?

   4.    Do you have functional limitations that you’d like to change?

5.        What is the risk of not converting the system?

6.        Which reports do you currently use?  What data on the report is important?  How do you use the information?

7.        Are there specific bottlenecks to getting at information?

8.        How do you analyze the information you currently receive?  What type of data is used?  How do you currently get the data?  How often do you get new data?

9.        What type of ad hoc analysis do you typically perform?  Who requests ad hoc information?  What do you do with the information?

 

Determine System Users

   1.    Who will be using the system?

   2.    What are the titles and roles of the people who will use the system?

3.        What are their levels of expertise?

 

Determine Criteria for Success

    1.    What do we need to accomplish to make this project successful?

    2.    What do we need to change to make this project successful?

    3.    What buy-in do we need?

    4.    Are we lacking any critical elements such as budget, resource allocation, or    support?

    5.    What are the training considerations for developers and users?

 

System Research

    1.    Who are the most important players in terms of – Knowledge  - Politics?

    2.    Is there any existing system documentation?  If so, where?

    3.    Who else should we talk to?

 

Assumptions and Issues

    1.    List assumptions

    2.    List open issues, responsible parties, resolution date

 

Information from this questionnaire should be used to develop the detailed business requirements in the Project Requirements document.  Ask these questions for each high- level business process to identify the detailed business processes, associated functionality, functional and reporting deliverables.

 

§         Determine High-Level Functions

    1.    What will the process do that you are doing manually now?

    2.    If using purchased packages, what do they do?

    3.    What will this process/function do that is entirely new?

    4.    Are there related processes/functions within the scope of this process?    (list these)

    5.    How do these processes/functions interact with each other?

    6.    What is the level of complexity of each process/function?

    7.    Are there other systems/projects that must interface?  (What are they?)

    8.    What is the functional core of this process?

    9.    What are the priorities for this process?

 

Determine Development, Deployment, Usage Constraints

    1.    Are there time constraints in developing the process/function?  What are they?

    2.    Are there time constraints in deploying the process/function?  What are they?

    3.    Are there any dependencies on other systems in completing the system?   Please specify.

    4.    Are there budget constraints in developing this process/function?   How much?

    5.    Are there resource constraints in developing the process/function? (in-house expertise available)?

    6.    Do we have management and user commitment and buy-in?

7.        Are there technical constraints to developing this process/function? What are they?

8.        Is there remote processing?  Are there scheduler constraints to consider (CA7 and/or CA7 Agent)?

 

§         System Research

    1.    Who are the most important players in terms of:

                - Knowledge

                - Politics

    2.    Is there any existing system documentation?  If so, where?

    3.    Who else should we talk to?

 

§         Assumptions

    1.    List assumptions

 

§         Issues/Risks

1.        List open issues, responsible parties, resolution date

 

Inclusions -   List inclusions

 

§         Exclusions – List exclusions