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Preparing Preliminary Report

Receive
System Fit with vision,
Request mission

Understand the Strategic Planning


business (Business
Profile)

SWOT analysis
Receive
System
Request

Prepare
business
case

Conduct
preliminary
investigation Six main steps in a typical
preliminary investigation.
Understand
consider all
the problem
possible causes
of a problem

Cause & effect


analysis

Ishikawa
Diagrams or
Explore all of Fishbone
the things that Diagrams
could cause it
Step 1: Identify What is the exact problem?
the Problem Identify who is involved, what the problem is, and when and where it
occurs.

Step 2: Work Out the Major Factors Involved


The manager identifies the following factors, and adds these
Step 2 : Identify to his diagram:
the major factors
• Site.
• Task.
• People.
• Equipment.
• Control.

Ask “Why does this happen?

writes it as a branch from the appropriate category


brainstorm possible causes of the problem that may be related
Step 3 : Identify to the factor (in Step 2)
Possible Causes

Again ask “Why does this happen?

Write sub-causes branching off the causes


Step 4 : Analyse
the diagram
NOW investigate the most likely causes further.

Proceed with fact-finding to understand the possible causes that


is actually contributing to the problem.
Conduct
preliminary
investigation

Analyse through fishbone


1. Understand
the problem

https://www.cio.com.au/article/401353/how
2. Define the
_define_scope_project/
project scope The extent of the project
and constraints
Analyse organisation chart
3. Perform
fact-findings & Conduct interview
4. Analyse
Review document / observe operation

Conduct a survey
Analyse the data

What questions should be


Gather info about project predicted asked? What information
costs, benefits, schedule (time frame) that is required to help
you to understand the
project?
Operational A proposed system will be used effectively after it
has been developed
e.g. Is the project supported by management and
5. Evaluate users?
Feasibility Technical resources required to acquire and use the
Technical system
Projected benefits of a proposed system out-weigh
total cost of ownership (TCO).
Economic What info should you consider? All tangible and
intangible
Benefit? Cost?
Schedule A project can be implemented in an acceptable time fram

Evaluate Feasibility
1. Project AAA
Identify and weed out
Setting Priority 2. Project XXX
systems requests that
are not feasible

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