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Business Analysis Fundamentals Title of Assignment: Digital…

Business Analysis Fundamentals

Title of Assignment: Digital Management System

Course name: Business Analysis Fundamentals FMW01

Company Name: SmartCare Consulting

 

in this project you can assume numbers and definitions

 

 Overview 

Your group will be working together on a project of your own choosing. The goal is to enhance your Business Analysis skills and apply what you have learned with a hands-on, practical project in a team environment while bringing together many important aspects of the BA activities. Templates will be given for you to use as a starting point. Concepts and tools will be discussed in class. Many of the details will be your own decisions.

Project chosen

The proposed project that our company will be involved in is the implementation of a DMS (Digital Management System) that will streamline the SmartCare Consulting filing process by digitizing all documents and automating workflows. The DMS will provide a centralized platform for storing and managing all client documents, such as financial statements, tax returns, and other financial records. The system will also allow for secure access to documents by authorized personnel, regardless of their location, thus facilitating remote work.

The DMS will include several features, such as optical character recognition (OCR) to extract text from scanned documents, automated indexing to categorize and organize documents, and version control to ensure that the latest version of each document is available to authorized personnel. The system will also have advanced search capabilities, making it easier for personnel to locate specific records quickly.

 

Future Process

In this chapter, describe the proposed system/services, such as improvements or changes to current processes. These may range a small change in a procedure to automating a company-wide manual process.

If appropriate, describe how users were involved in the requirements gathering process; which user groups or business entities highlighted the need for improved performance or changes to the system; has consensus been reached by the project sponsors/stakeholders regarding the proposed processes?

Process Description

Describe the proposed processes. Contrast these with the current processes by highlighting additions, changes, or deletions to input, processing, output, interface, and user requirements. Identified changes should be reflected in new or revised Visio process flow diagrams. 

Describe how the new processes will improve business performance by:

Aligning processes with strategic aims
Adopting technologies to streamline processes
Identifying processes that can be improved
Improving the efficiency of existing process
Performance Measures

Describe performance measures that will be used to gauge the project’s business outcomes for key processes and services.

Process / Service

Performance Measure

 

 

 

 

 

 

 

 

 

 

Table 6 — Performance Measures

 

 

Proposed Technology Environment
Methodology for Technology Selection

Describe the methodology used for selecting the proposed technologies.

Describe the technologies that will be introduced by this project. You may want to expand on this if the technology (or a specific version of the technology) is already in use at your company. If so, summarize your experience with the technology and why you are upgrading / changing to another solution.

If the technology is new to your company, discuss the experience other business units / agencies have had after implementing the technology.
If the technology requires regulatory or legislative approval, describe how you will obtain the necessary approvals.
If application development is proposed, discuss your assessment of commercial off-the-shelf (COTS) software.

Options

Challenge

Vendors

Compare

[Solution #1]

Does it meet criteria?

Identify potential providers

Performance levels etc

[Solution #2]

 

 

 

[Solution #3]

 

 

 

[Solution #4]

 

 

 

[Solution #5]

 

 

 

Table 7 — Methodology for Technology Selection

Statutory Fulfillment

Describe mandate(s) related to the project and cite reference(s) for regulatory requirements. Describe any penalties or funding losses.

Mandate

Statutory Citations

Penalties

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Table 8 —Statutory Fulfillment

 

Strategic Alignment

Identify strategic plans that the project addresses. Cite specific goals and objectives in each plan related to the project.

Plan

Goals

Relationship to Project

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Table 9 — Strategic Alignment

Alternatives Analysis

Describe alternative options, including the option of not implementing any project at all and at least one non-selected project option.

State the rationale for why the technology was selected over alternatives solutions. Cite market research where appropriate. Discuss common business services that will be provided by the services being developed and how they will be added to the company’s current setup.

No Project

Reasons for not Selecting Alternative

 

 

Alternative Option

Reasons for not Selecting Alternative

 

 

Table 10 — Alternative Analysis

Appropriateness of Technology

Describe how the proposed technologies were selected with consideration to current business processes. Emphasize how the proposed solution matches your company’s operational goals and how IT vendors and/or consultants were encouraged to avoid ‘in vogue’ technologies for the sake of being different or embracing cutting edge technologies. 

You can build on this by identifying current processes that may be preserved in their current “low-tech” format in order to preserve flexibility, personalized service, or other important benefits.

 

 

Proposed Software

Describe the proposed software, including technical factors that may be critical to project selection if applicable.

Software

Description

 

 

 

 

 

 

 

 

 

 

Table 11 — Proposed Software

Proposed Hardware

Describe the proposed hardware, including technical factors that may be critical to project selection if applicable.

Hardware

Description

 

 

 

 

 

 

 

 

 

 

Table 12 — Proposed Hardware

 
Change Analysis

Describe changes that are anticipated to result from implementation of the future process. 

Changes to consider include:

Required hardware
Required software
Personnel changes, including hiring and training
Other technologies
Infrastructure
Databases
Communications
Recurring operations and support requirements
Cost Estimate

Provide a preliminary cost estimate for the implementation of the project based on the anticipated changes to the existing processes.

Provide details of: 

Expected costs
How to monitor costs
When costs will occur
Who will pay for each cost

Separating cost information by project component helps determine the major cost drivers. 

Identify costs that will be carried by the customer organization and those that will be charged by providers. Note that savings achieved in one part of the organization may add to costs elsewhere. 

Areas for considerations in this section include:

Hardware, software, and services
Project team
Recurring operations and support requirements
Technical documentation
Test data development
Total Cost of Ownership
Training requirements