Course Number: 1585A Developed with KiZAN Corporation http://www.kizan.com 1099 Part No. X04-99397 Student Workbook GatheringandAnalyzingBusinessRequirements Information in this document is subject to change without notice. The names of companies, products, people, characters, and/or data mentioned herein are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted. Complying with all applicable copyright laws is the responsibility of the user. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Microsoft Corporation. If, however, your only means of access is electronic, permission to print one copy is hereby granted. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. 1999 Microsoft Corporation. All rights reserved. Microsoft, MS-DOS, MS, Windows, Windows NT, BackOffice, Visual Studio, and SQL Server are either registered trademarks or trademarks of Microsoft Corporation in the U.S.A. and/or other countries. The names of companies, products, people, characters, and/or data mentioned herein are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted. Other product and company names mentioned herein may be the trademarks of their respective owners. Project Lead: Shawn Lock Instructional Designers: Shawn Lock, Michas Sadzak Program Managers: Mark Bader, Rama Biswas, Teresa Canady Subject Matter Experts: Scott F. Wilson (KiZAN Corporation) Graphic Artist: Elizabeth Johanson (ArtSource) Editors: Joyce Cox (Online Training Solutions, Inc), Todd Duft (Write Stuff), Elizabeth Hui Reese (Write Stuff) Production Support: Gabriel Lamazares (S&T Onsite), Marlene Lambert (Online Training Solutions, Inc) Manufacturing Support: Julie Challenger, John Williams Product Manager: Ron Wodaski Business Manager: Roger Gerdes Authors: Shawn Lock, Scott F. Wilson (KiZAN Corporation) Course Number: 1585A 1099 Part No. X04-99397 Contents iii Contents Introduction Introductions . 3 Course Materials . 4 Prerequisites 5 Microsoft Certified Professional Program 6 Facilities 8 Module 1: Course Overview Overview . 11 Business Solutions Design Curriculum . 12 Curriculum Vision and Purpose . 13 Courses in the Curriculum . 14 Curriculum Case Study 15 Overview of This Course 16 Course Vision and Purpose 18 Course Objectives 19 Modules in This Course . 20 Modules in This Course (continued) 21 Activity 1.1: Designing a New Type of Motorcycle . 22 Project Life Cycle . 23 MSF Process Model for Application Development . 24 This Course and the MSF Process Model 25 Vision Approved Milestone Deliverables 26 This Course and the Vision Document 27 Looking Forward . 28 Module 2: Identifying Business Processes, Challenges, and Vision Overview . 31 Gathering, Analyzing, and Presenting BusinessRequirements 32 Relationship Between Businessand Technology 33 Gathering Information . 34 Analyzing Information: Use Cases and Usage Scenarios 35 Analyzing Information: Rationalizing Information . 36 Presenting Information . 37 Activity 2.1: Reviewing the Process 38 Business Processes 39 Developing a High-Level View of a Business . 40 Defining Business Processes 41 Prioritizing Business Processes 42 Activity 2.2: Identifying Business Processes . 43 The Business Challenge 44 Business Challenges . 45 Acting on a Business Challenge . 46 Vision Statements 47 Activity 2.3: Identifying the Business Challenge and Vision Statement . 49 Review 50 Guidelines 51 Review Questions 52 iv Contents Looking Forward . 54 Module 3: Characteristics of Information Overview . 57 Categories of Information . 58 Business . 59 Application . 60 Information 61 Technology 62 Activity 3.1: Identifying Categories of Information 64 Sources of Information 65 Artifacts . 66 Systems 67 People . 68 Activity 3.2: Identifying Sources of Information . 69 Perspectives of Information 70 Business Perspective 71 User Perspective . 73 Activity 3.3: Using Perspectives of Information 74 Review 75 Guidelines 76 Review Questions 77 Looking Forward . 79 Module 4: Gathering Information Overview . 83 Information Collection Techniques . 84 Shadowing . 85 Interviewing . 87 Focus Groups . 88 Surveys . 89 User Instruction 90 Prototyping . 91 Activity 4.1: Choosing Techniques 92 Process of Gathering Information . 93 Activity 4.2: Gathering Information 95 Review 96 Guidelines 97 Review Questions 98 Looking Forward . 100 Module 5: Analyzing Information: Use Cases and Usage Scenarios Overview . 103 Transitioning to Analysis 104 Requirementsand Wants . 105 Synthesizing Gathered Information . 107 Activity 5.1: Transitioning from Gathering to Analyzing Information 108 Use Cases 109 Use Cases Defined . 110 Creating Use Cases 112 Activity 5.2: Creating Use Cases . 113 Contents v Usage Scenarios 114 Usage Scenarios Defined . 115 Creating Usage Scenarios 117 Activity 5.3: Creating Usage Scenarios . 118 Review 119 Guidelines 120 Review Questions 121 Looking Forward . 122 Module 6: Analyzing Information: Rationalizing Information Overview . 125 Organizing and Prioritizing the Current State . 126 Grouping by Actors and Actions . 127 Consolidating Redundancies 128 Activity 6.1: Organizing Use Cases and Usage Scenarios . 129 Determining Requirements, Wants, and Constraints 130 Identifying Requirements . 131 Identifying Wants . 132 Listing Requirementsand Prioritizing Wants 133 Identifying Constraints . 135 Activity 6.2: Determining Requirements, Wants, and Constraints 136 Using Models 137 Benefits of Modeling . 138 Describing Models . 139 Communicating with Models . 140 Static and Dynamic Models . 141 Dynamic Behavior with Use Cases and Usage Scenarios 142 Activity 6.3: Using Models 143 Modeling Dynamic Behavior 144 Modeling Activity 145 Modeling Interaction 146 Modeling State . 148 Activity 6.4: Modeling Dynamic Behavior 149 Review 150 Guidelines 151 Review Questions 152 Looking Forward . 154 Module 7: Presenting Information Overview . 157 Summarizing and Presenting the Results 158 Envisioning Phase 159 Vision Document . 160 Solution Concept 161 User Profiles 162 Business Goals . 163 Design Goals 164 Activity 7.1: Developing a Preliminary Vision Document 165 Review 166 Guidelines 167 vi Contents Review Questions 168 Looking Forward . 170 . Overview . 31 Gathering, Analyzing, and Presenting Business Requirements 32 Relationship Between Business and Technology. http://www.kizan.com 1099 Part No. X04-99397 Student Workbook Gathering and Analyzing Business Requirements Information in this document is subject to change