[Project Scope Management] Requirement Specification Document for Purchase Management System By: Muhammad Raza Ali Khan Information Systems and Technology Division, Securities and Exchange Commission of Pakistan

Presentation Outline Software Process Life Cycle adopted by SECP SECP Projects Overview Problems In Existing System What is RSD? What RSD Covers? secPurchase WorkFlow Procedures Future secPurchase WorkFlow Procedures HQ and CRO Communication Suggested Sample Reports

Optimized Process Lifecycle Rational Unified Process (RUP): Rational Unified Process is a flexible software development process platform that delivers customized yet consistent process guidance to project teams helping them during different phases i.e. analysis to implementation. The Optimized Process Lifecycle (OPL): OPL name is given to the standard software process lifecycle and adopted by SECP for all its software projects. OPL is based on the RUP standard. OPL Phases and Iterations OPL Workflows RUP: Rational Unified Process is a flexible software development process platform that delivers customized yet consistent process guidance to project teams helping them during different phases i.e. analysis to implementation.

SEC’s Software Process Life Cycle:OPL Workflow Sequence o activities that eventuates into a productive result. Phase Multiple iterations in the optimized process lifecycle Iteration Complete iteration results in a S/w product Dimensions: 1. Horizontal dimension Represents time and dynamic aspect of the process 2. Vertical Dimension Static aspects of the process i.e. workflows

SEC’s Software Process Life Cycle:OPL Phases: OPL has four phases Inception Elaboration Construction Transition Each phase is concluded with a milestone and certain deliverables

SEC’s Software Process Life Cycle:OPL

SEC’s Software Process Life Cycle:OPL INCEPTION PHASE: Establish the feasibility: Define the Scope Initial requirement capture Initial risk analysis Cost benefit analysis Initial Use Case model Milestone :Lifecycle Objectives: Stakeholders concurrence on the Scope definition Requirements understanding based on use cases Deliverables: Requirement Specification Document Risk Analysis Report Project timeline sheet

Graphical Presentation (Inception) SEC’s Software Process Life Cycle:OPL Graphical Presentation (Inception) Establish the feasibility Initial Use case model Risk identification Define project Scope

SEC’s Software Process Life Cycle:OPL ELABORATION PHASE: Understand the Problem: Domain Model Architecture document Use case analysis Risk Assessment plan revised Milestone :Lifecycle Architecture: Detailed system objectives and scope Resolution of major risks Deliverables: Story board Report Specification Document Design Document Table

Graphical Presentation (elaboration) SEC’s Software Process Life Cycle:OPL Graphical Presentation (elaboration) Understand the problem Build the architecture Components Packages

SEC’s Software Process Life Cycle:OPL CONSTRUCTION PHASE: Understand and built the solution: Depth of implementation (stubs are fleshed out) Implementation of all details Analysis continues but coding and design predominate Milestone : Initiate Operational Capability: Check if the product release is stable and mature enough to be implemented Check if stake holders are ready for transition to the end users Compare the actual expenditure with planned expenditure (check if they are acceptable or not) Deliverables: Releases Help files User manuals

Incrementally build the system SEC’s Software Process Life Cycle:OPL Understand and build the solution Incrementally build the system Analysis Project Management Design Change Management Implementation

SEC’s Software Process Life Cycle:OPL TRANSITION PHASE: Roll out the solution: Transition the system to the user community Customer Acceptance tests Finalize Documentation User manuals, installation guid Milestone : Product Released: Is the user satisfied? Compare the actual expenditure with planned expenditure (check if they are acceptable or not) Deliverables: Test plans. Installation programs.

Graphical Presentation (transition) SEC’s Software Process Life Cycle:OPL Graphical Presentation (transition) Roll out the solution Users manuals, installation guide Transition system to users Software testing

Reports Specification Document SEC’s Software Process Life Cycle:OPL Software Process Life Cycle Analysis Design Client Interaction Development QA Deployment Analysis Deliverables SWPLC/OPL: A systematic means for decomposing and capturing process knowledge into well-defined (typed) process-definition elements, such as role, artifact, activity, guidelines, concepts, and so on. A set of rules and policies to assemble and organize these elements into a cohesive customized process. An extensible process template to serve as a basis for process authoring. Initial Test Plan Feasibility Report Project Plan RSD Reports Specification Document Supporting Workflows Project management,Change management etc Storyboard

SECP’s PMS Project Overview: Manual System View: Computerize System View: Purchase Management System (PMS) Inventory Management System (IMS) Financial Management System (FMS)

Problems In Existing System Maintaining multiple documents for same data Risk of inconsistency among documents Synchronizing multiple documents in case of change is difficult More chances of mistakes Referring to Past Data is Difficult

Problems In Existing System Customized Reports are Difficult to Produce As the amounted Overspent under the head of stationary is 0.205 million. Only a Few Reports Sent to HQ Monthly Annually Higher level information

What is RSD? Establishes a common understanding among the project stakeholders Tracks and avoids loss of the requirements Provides a clear statement of requirements Organized requirements helps trace requirements evolution throughout the development life cycle and into the maintenance phase. Reduces project cost overruns and schedule delays Detect requirement errors, which avoids unnecessary cost associated with implementing the wrong requirements.

Financial Management System Inventory Management System What RSD Covers? Assumptions Interfaces Users Constraints Processes H/w S/w Technology Performance Environment Use Cases Characteristics Responsibilities Requirement Specification Document Financial Management System Inventory Management System

secPurchase WorkFlow Procedures Capital Purchase Requisition Tender Management Quotation General Comparative Statement Purchase Order Supplier Management Petty Cash Advance Statement Signatory Management Purchase Requisition Cash Cash Purchase Statement User Management

Outsource Service Management Future secPurchase WorkFlow Procedures Outsourcing of Admin Services Outsource Service Outsource Service Management Service Proposal Contract Managed Supplier Purchase Order secInventory

Company Registration Office HQ and CRO Communication WAN Information Flow Company Registration Office Headquarter

Suggested Sample Reports Purchase Requisition/Pending Purchase Requisition Purchase Requisition Listing Quotation Quotation Listing Comparative Statement Purchase Order/ Pending Purchase Order (Goods & bills not yet received) Capital Expenditure Proposal Form Report Petty Cash Advance Statement Cash Purchase Statement

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