Gathering specifications and requirements for K2 projectsThis learning module discusses techniques, approaches and practices that can be used during the specification gathering phases of a K2-based project200.IDO Version:1 Revision:2 Duration: 1.5 hoursModule prerequisites and target audienceq Target Audience Business Analysts, Solution Architects, Development Team Leaders, Project Managersq Prerequisite knowledge Basic Knowledge of K2 (e.g. 100.SEA K2 Fundamentals module) Experience with Software Development Life Cycles and development approachesq Compatibility K2 blackpearl V 4.5 or newerq Scope Where to begin Process discovery sessions Gathering Specifications for K2 Projectsq Establish the viability of the process for BPA/BPM 5 questions 5 subjective ratingsq Interview the process owner20 questions for the initial interviewo Process Questionso People Questionso Infrastructure Questionsq Interview other partiesq See sample templates in C:K2 Learning200.IDOChecklists and QuestionnairesWhere to Begin1.What is the envisioned process and what does it achieve?2.How does the current process (AS-IS) work?3.Describe the TO-BE Processes on a high level4.Is the process predicable and structured, or ad-hoc and unstructured?5.How does the process start and end?6.Which business units participate in the process?7.What information flows from one person to another?8.Are there any static or dynamic business rules associated with the process?9.Describe the visibility and reporting requirements for the process10.Are there specific auditing, compliance or version control requirements?11.Do any existing forms/reports and documents or mock-ups exist for the envisioned process?12.Is this process time sensitive or are the SLAs and escalations?13.Does the process share information with or relate to any other business process?14.What are your implementation timelines and constraints?111115.Who are the participants in the process and what are their roles?16.Who will sign off the requirements, UAT acceptance and final production deployment for this process?17.If this is a new process, have the necessary participants of the process been informed and involved in the change management and business improvement exercise?18.Are external parties involved in the process?19.Does the process need to integrate with other electronic systems?20.If the process integrates with other electronic systems, are you aware of any licensing or infrastructure issues that will affect this integration?1. The process supports the organizations goals and vision Higher ratings indicate that the process is important to the organization and helps to quantify the answer to questions 3 and 42. The process has (or will have) well-defined KPIs that will be used to measure the success and performance of the implementation Higher ratings make it more likely that the success of the project can be measured against real criteria3. The roles and structures in the organization are prepared to invest time in the iterative development cycle to ensure that the process development is successful A higher rating indicates that the project development is likely to have the necessary support from the business to complete successfully4. The process is critical to the daily operation of the business A higher rating may imply additional investment in resources and skills and more effort spent in solution design and architecture5. The organization has the necessary resources and skills to implement the solution A lower rating may indicate that the organization should invest in training, consulting services or resources to ensure that the project will be successful1. What style of workflow or process is this? Short lived or Long lived? Synchronous or Asynchronous? System-to-System or System-to-Human or Human-to-Human?2. Can the process be formalized? Is it actually a process where work moves between people and systems? Can you draw the process as a flowchart?3. What are the main goals for automating this process? Does the requirement “fit” the benefits of BPA and BPM? What are the driving forces behind the requirement and do they apply to any of the main BPM benefits of Control, Visibility, Adaptability, Conformance and Compliance, Cost and Risk Reduction?4. How does the solution fit into the bigger picture and overall strategy and vision for the organization? Understand the relative level of importance of the solution to the business to get an idea of the expected level of support, investment and commitment to the project5. What are the expected volumes and performance requirements for the process? High Load? Low Latency? Any SLAs or performance guarantees?Discovery Sessionsq Planning and Preparation Questionnaires Agenda Checklists Introduction materialsq Managing discovery sessions Session structure Controlling the session Session outcomesq Follow-up Solve the conundrums Follow-up Interviews Specification and requirements gathe