Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall...

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Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall
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Page 1: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Chapter 5Information Gathering: Unobtrusive Methods

Systems Analysis and DesignKendall & Kendall

© 2005 Pearson Prentice Hall

Page 2: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-2

Major Topics

•Sampling

•Quantitative document analysis

•Qualitative document analysis

•Observation

•STROBE

•Applying STROBE

Page 3: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-3

Sampling

•Sampling is a process of systematically selecting representative elements of a population.

• Involves two key decisions:•Which of the key documents and Web

sites should be sampled.

•Which people should be interviewed or sent questionnaires.

Page 4: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-4

Need for Sampling

The reasons systems analysts do sampling are:•Reducing costs.

•Speeding up the data-gathering process.

•Improving effectiveness.

•Reducing data-gathering bias.

Page 5: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-5

Sampling Design Steps

To design a good sample, a systems analyst needs to follow four steps:•Determining the data to be collected or

described.

•Determining the population to be sampled.

•Choosing the type of sample.

•Deciding on the sample size.

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Kendall & Kendall © 2005 Pearson Prentice Hall 5-6

Tue 10-11 Sample Size

The sample size decision should be made according to the specific conditions under which a systems analysts works with.

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Types of Sampling

•The four types of sampling are:•Convenience.

•Purposive.

•Simple random.

•Complex random.

Page 8: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-8

Figure 5.1 Four main types of samples the analyst has available

Page 9: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-9

Convenience Sampling

•Unrestricted, nonprobability samples

•Easy to arrange

•Most unreliable

Page 10: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-10

Purposive Sampling

•Based on judgment

•Analyst chooses group of individuals to sample

•Based on criteria

•Nonprobability sample

•Moderately reliable

Page 11: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-11

Simple Random Sampling

•Based on a numbered list of the population

•Each person or document has an equal chance of being selected

Page 12: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-12

Complex Random Sampling

•The three forms are:•Systematic sampling.

•Stratified sampling.

•Cluster sampling.

Page 13: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-13

Systematic Sampling

•Simplest method of probability sampling

•Choose every kth person on a list

•Not good if the list is ordered

Page 14: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-14

Stratified Sampling

Stratification is the process of :• Identifying subpopulations or strata• Selecting objects or people for sampling

from the subpopulation• Compensating for a disproportionate

number of employees from a certain group

• Selecting different methods to collect data from different subgroups.

• Most important to the systems analyst

Page 15: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-15

Cluster Sampling

•Select group of documents or people to study.

•Select typical groups that represent the remaining ones.

Page 16: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-16

Sun 4-4 Hard Data

In addition to sampling, investigation of hard data is another effective method for systems analysts to gather information.

Page 17: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-17

Obtaining Hard Data

Hard data can be obtained by:•Analyzing quantitative documents

such as reports used for decision making.

•Performance reports.

•Records.

•Data capture forms.

•Ecommerce and other transactions.

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Kendall & Kendall © 2005 Pearson Prentice Hall 5-18

Thu 12-11 Records used for decision making

• Sales reports – summarize the amount sold and the type of sales. They might include graphical output comparing revenue and income over a set number of periods.

• Production reports – include recent costs, current inventory, recent labor, and plant information.

Page 19: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-19

Figure 5.3 A performance report showing improvement

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Kendall & Kendall © 2005 Pearson Prentice Hall 5-20

Figure 5.4 A manually completed payment record

Page 21: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-21

Figure 5.5 Questions to ask about official and bootleg forms that are already filled out

Page 22: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-22

Qualitative Documents

Examine qualitative documents for the following:•Key or guiding metaphors.

•Insiders vs. outsiders mentality.

•What is considered good vs. evil.

•Graphics, logos, and icons in common areas or Web pages.

•A sense of humor.

Page 23: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-23

Analyzing Qualitative Documents

Qualitative documents include:•Memos.

•Signs on bulletin boards.

•Corporate Web sites.

•Manuals.

•Policy handbooks.

Page 24: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-24

Figure 5.6 Analysis of memos provides insight into the metaphors that guide the organization’s thinking

Page 25: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-25

Figure 5.7 Posted signs reveal the official organizational culture

Page 26: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-26

Tue 6-4 Observation

•Observation provides insight on what organizational members actually do.

•See firsthand the relationships that exist between decision makers and other organizational members.

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Kendall & Kendall © 2005 Pearson Prentice Hall 5-27

Analyst’s Playscript

• Involves observing the decision-makers behavior and recording their actions using a series of action verbs

•Examples:•Talking.•Sampling.•Corresponding.•Deciding.

Page 28: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-28

Figure 5.8 A sample page from the analyst’s playscript describing decision making

Page 29: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-29

STROBE

STRuctured OBservation of the Environment-- a technique for observing the decision maker's environment

Page 30: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-30

STROBE Elements

Analyzes seven environmental elements:• Office location.

• Desk placement.

• Stationary equipment.

• Props.

• External information sources.

• Office lighting and color.

• Clothing worn by decision makers.

Page 31: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-31

Office Location

•Accessible offices•Main corridors, open door

•Major traffic flow area

•Increase interaction frequency and informal messages

• Inaccessible offices•May view the organization differently

•Drift apart from others in objectives

Page 32: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-32

Tue 6-4 Desk Placement

•Visitors in a tight space, back to wall, large expanse behind desk•Indicates maximum power position

•Desk facing the wall, chair at side•Encourages participation

•Equal exchanges

Page 33: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-33

Page 34: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

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Stationary Office Equipment

File cabinets and bookshelves:

• If not present, person stores few items of information personally.

• If an abundance, person stores and values information.

Page 35: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-35

Props

•Calculators

•Personal computers

•Pens, pencils, and rulers

• If present, person processes data personally

Page 36: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-36

External Information Sources

•Trade journals or newspapers indicate the person values outside information.

•Company reports, memos, policy handbooks indicate the person values internal information.

Page 37: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-37

Office Lighting and Color

•Warm, incandescent lighting indicates:•A tendency toward more personal

communication.

•More informal communication.

•Brightly lit, bright colors indicate:•More formal communications

(memos, reports).

Page 38: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-38

Clothing

•Male•Formal two piece suit - maximum

authority

•Casual dressing (sport jacket/slacks) - more participative decision making

•Female•Skirted suit - maximum authority

Page 39: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-39

Anecdotal List with Symbols

• The five symbols used to evaluate how observation of the elements of STROBE compared with interview results are:• A checkmark, the narrative is confirmed.• An “X” means the narrative is reversed.• An oval or eye-shaped symbol serves as a

cue to look further.• A square means observation modifies the

narrative.• A circle means narrative is supplemented by

observation.

Page 40: Chapter 5 Information Gathering: Unobtrusive Methods Systems Analysis and Design Kendall & Kendall © 2005 Pearson Prentice Hall.

Kendall & Kendall © 2005 Pearson Prentice Hall 5-40