Friday, 22 August 2014

Five Important Tips - Setting Up MS Project 2013

When you start to work with MS Project for the first time and create your project, it helps to have some settings, which will prove useful in later stages. During various phases of the project - planning, executing and controlling - if you have already set them up, they will come in quite handy.


As a matter of fact, these setting are frequently missed by Project Managers when they work with MS Project - sometimes even by senior managers. These options are not difficult to set, but very easy to forget when you are scheduling a project or a group of projects. And it comes back to haunt. 

All the below settings are done in "Backstage View" (or the "File tab" under the "Ribbon").  There are a number of important settings that can be done, not only from the "Backstage view - Options", which are plenty, but also in other aspects of the project in a local manner. However, for this post, I have taken five out of them, which are mostly missed by managers. 

Tip # 1: Enable Project Information for New Projects

This is the 1st step every project manager should take up. But, as I have seen, it is mostly missed! To add to the woes, it is one of the most critical ones, if you are starting off on a new project or hitting the ground while running.

Project Info Dialog box gives vital information on Project Start Date, Finish Date, Status Date, Scheduling from Start/End and Calendar. More importantly gives information on vital Project statistics such as Start and Finish Dates, Duration, Work and Cost - the must have information for any project manager.

To enable it go to Backstage view: "File - Options - Advanced - General" and select "Prompt for project info for new projects" check box, as shown below.


Enable Project Information

If this is enabled, when you open up a new project, the Project Information Dialog box pops up. Hence, no chance of forgetting it. You are bound to enter the details. Later on also, if you are already working on the project and opening on a periodic basic, it gives you a quick snapshot of the project.


Project Statistics Dialog Box

It is generally a good practice to never review a project if it does not have these setting or the baseline settings. Without having the baseline information, the project is just floating around and wont be tracked at all. 

Tip # 2: Setup the Currency for the Project

It is another option which is forgotten. In such a case, resource rates and cost, start coming in the default option, which is in US dollars, even though the project being operated is in a different locality/country. When realized, the tendency is to set up the resource rates locally in expected currency and find out the cost. But then, why not to do it from the beginning?

To set up, go again to the Backstage view: "File - Options - Display - Currency Options for this project:".


Setting up Currency

I have set INR (Indian Rupee) as shown above. Other currencies are available in the "Currency" dropdown box. When you set up the currency, the symbol and decimal digits are available, which can be adjusted. It must be noted that, the changes are applicable to the current project. If you open up another instance of MS Project, you have to reset it. 

Tip # 3: Setup Project Calendar Setting

Settings for the Project calendar are not only important for the Project, but also for the calendars of resources as they are derived from the "Standard" calendar, which is a base calendar. Standard calendar is the default calendar in the project.

To set the calendar options, go to Backstage view: "File - Options - Schedule - Calendar options for this project".

The default settings are changed for Financial Year, Number of working days in a month, as shown below. It has been changed as per convention followed in India, for a project. For respective country specific settings (or as needed by your customer), you can make the necessary changes.


Setting up Project Calendar

The settings are applied to the default Standard Project Calendar. Hence, all other calendars, such as various Resource Calendars, will derive these properties as they are in a parent-child relationship with the base calendar.

It must be noted that as a good practice, one should extend the default Standard Project Calendar, create a new calendar and then make additional project specific changes to it, such as national holidays, organizational off days and so on. As you would have already made the settings on the default calendar from backstage view, the newly created project calendar will be taking these properties.

Tip # 4: Enable Auto Saving 

This is one option, I personally recommend. This helps in auto saving your project, even though you would have forgotten to do it. 

To enable Auto save, go to Backstage view: "File - Options - Save - Auto save every ... minutes". By default the timer is set at 10 minutes and it is disabled. 


Enabling Auto Save

You may select the check box - "Prompt before saving", as shown above. Prompting helps if you want to "Undo" some changes. After you save the project, you can not undo the changes and the "Change Highlighting", related to changes, will not be shown. 

Tip # 5: Set up for Multiple Critical Paths

This is another important option which is frequently missed. A project can have multiple critical paths as the activities leading to the completion of the project can take many paths and there can be multiple longest paths (Critical Paths) in a project. 

By default, this option is disabled. To enable it go to Backstage view: "File - Options - Advanced - Calculation options for this project:", as shown below.


Setting up for Multiple Critical Paths

A Project having only one critical path is rare. You would be lucky, if you get such a project. If this option is not set, then there are chances that you might miss out on looking for some critical paths during your monitoring of the project. 

In fact, the chances are quite high that a project is going have multiple critical paths. Hence, the recommended practice is to set it from the beginning to check on multiple critical paths.



Tuesday, 27 May 2014

Systems Development Methodology– JAD and RAD

Systems Development Methodology– JAD and RAD

In today's business world, time is an essential resource, which if managed efficiently contributes towards achieving the goals of the organization. Time is essential in meeting customer needs and staying ahead of your competition. The right system in place provides management with proper information for good decision making necessary to meet client needs and stay competitive. As such, there is a great need for development methodologies that support shorter and effective development cycles.

Systems development methodology is defined as a standard process followed in an organization to conduct all the steps necessary to analyze, design, implement and maintain information systems.

The traditional methodology of the systems development life cycle (SDLC) follows highly structured steps; Project Identification and Selection, Project Initiation and Planning, Analysis, Design, Implementation and Maintenance. This traditional methodology is normally used on large projects and require extensive development periods, very often lasting well over a year. They are often complicated and the results do not always satisfy the needs of users. This makes this approach very expensive taking into consideration the money, time and effort put in. Making changes to the system also very expensive. Below are some industry statistics of the SDLC

·         60% of large systems projects have significant cost overruns

·         75% of completed systems are in need of constant maintenance

·         60% to 80% of errors originate in the user requirements and functional specifications.

 

These observations led to the development of methodologies that included more user input and utilized shorter development periods where the focus is more on the analysis and design of systems development. Joint Application Design (JAD) and Rapid Application Development (RAD) are two of such methodologies.

 

Joint Application Design (JAD)

JAD is a methodology that involves the client or end user in the design and development of an application through a succession of collaborative workshops known as JAD sessions or in other words, a group information gathering technique of systems development. JAD was developed by IBM in the late 1970s originally as a process for designing computer-based systems. JAD centers more on people than on technology. By following a structured method that utilizes group dynamics, electronic software, visual aids and software modeling tools, JAD encourages a partnership between business clients, management and IS personnel. The aim is to get all groups with a stake in the project to work together by getting the team together in meeting rooms with U-shaped or round tables, white boards, overhead projectors and audio-visual tools. This allows everyone in the room to talk and be heard. By hearing each other the team is able to produce the appropriate systems requirements. Therefore JAD sessions require the right mix of people actively participating in order to achieve the goals of the session. A typical JAD session can last between four days and an entire week and is usually held away from the main office. A typical JAD team is has five to eight roles depending on the project.

 

The roles are:

a.      Facilitator or the Session Leader

This individual organizes the sessions and keeps the group focused on the task. The facilitator is impartial and should remain neutral throughout the duration of the session to be able to effectively mediate and resolve conflicts. The facilitator makes the rules and can therefore change them if he sees fit. A good knowledge of the business processes, good interpersonal skills and an outstanding ability to organize and lead group is a must.

b.      Scribe or Documentation Expert

The scribe records and documents all the sessions. The scribe is to seek clarity in meaning and is allowed to ask questions but not in any way influence discussions. Skills necessary for this position word processors or CASE tools (development tools that are used for diagramming, form and report generating) for example.

c.       Project Manager

The manager who is involved in the sessions provides the team with input that relates to the organizational direction and the impacts of the system on the organization as a whole.

d.      End User or Client Representatives

The end user should have good knowledge and experience in the field, are responsible for input concerning system design and are the only participants with a clear idea of how the system will be used in the work environment. As such these representatives have to command the necessary authority and have great listening ability and authority.

e.      Systems Analyst

The analyst attends to learn from the users and managers to be able to better analyze the entire system. More often than not the analyst does not have a prominent role in the team dynamics.

f.        IT and/or IS Representatives

This is normally made up of programmers and other developers. This group is present to assess technical feasibility and learn about future plans. For this role, the representative should be able to listen as well communicate ideas and technical information.

g.      Executive Sponsor

This is usually a high-level manager or executive, who charters the project. The sponsor makes the final decisions and finances the project. Commitment of the sponsor to the project is of utmost importance not only because of his role but also as a motivating force for the rest of the team.  

h.      Outside Observers

These members of the team are not allowed to participate in the workshop on any level. They are mainly there to observe and gain insight into the business area under investigation or become familiar with the workshop process.

The deliverables for the project are defined in the pre-workshop activities to be able to better plan the direction and discussions of the workshop. A period of about one to three weeks is normally required to prepare for a workshop.

Some of pre-workshop activities include:

·         Identifying project objectives and limitations 

It is important to have clear objectives for the workshop and the project. The scope of project has to be determined to avoid scope creep. The political sensitivity of the project should also be assessed. This answers questions such as whether this been tried before and how many implementation failures have occurred and why it failed?

·         Identifying critical success factors

Planning for outcome assessment helps the team judge the effectiveness and the quality of the implemented system over its entire life.

·         Defining project deliverables

In general, the deliverables from a project workshop are the documentation and a design. The level and form of detail of documentation of the workshop discussions has to be defined as well as tools needed for documentation.

·         Selecting participants

This in part depends on the project to be tackled but in general the participants are business users, IS professionals and outside experts for a successful workshop session.

·         Preparing workshop material

This is the responsibility of the project manager and the facilitator. They perform analysis and build a preliminary design to focus the workshop. The material consists of any and everything that will help the participants understand the business function under investigation.

·         Organizing workshop activities and exercises

The facilitator must design workshop exercises and activities to provide interim deliverables that build towards the final output of the workshop. The pre-workshop activities help design the workshop activities.

·         Prepare, inform and educate workshop participants

All the participants should be briefed on the objectives, limitations and expected deliverables of the workshop. This normally takes place a week to a day before the workshop begins and arms participants with the knowledge needed to go into the workshop and be effective.

·         Coordinating workshop logistics

Workshops are normally held off-site to avoid interruptions. It is the responsibility of the facilitator to make sure that everything needed such as audio-visual tools and stationery and the appropriate venue are obtained and ready for the participants.

After the workshop is completed, there is a need to address any issues that were generated. These need to be resolved before the system is built or revised. The facilitator and the scribe work together to finalize the documentation. The documentation then moves through the organization to garner support and commitment from the appropriate personnel to begin the project if this phase is required.  The next step is building a prototype or a generating a code. This may require additional workshops to evaluate and validate the prototype before implementation.

Workshops can be expensive especially if an off-site venue is required and the venue is not owned by the organization. However the benefits of JAD far outweigh this cost.

By conducting workshops in a dedicated environment, the sessions are very focused and are able to generate major requirements and interface. There is better cooperation between users and developers. JAD has proven to be an effective tool in searching for and correcting problems during systems analysis and improving design quality. It also reduces the overall life cycle costs by 20%, which is a significant reduction since cost is almost always a priority when developing a system.

 

Rapid Application Development (RAD)

This application development methodology goes further than JAD in reducing the time taken to develop an application, is not always as structured as the JAD and focuses more on software development than JAD. 

Rapid Application Development is defined as a methodology created to radically decrease the time needed to design and implement information systems by relying on extensive user involvement, JAD sessions, prototyping, integrated CASE tools, and code generators (in particular, object-oriented programming).

 RAD is based on the concept that systems can be developed faster and of higher quality by gathering requirements through workshops or focus groups, prototyping and early, reiterative user testing of designs, use of already existing software components and less formality in reviews and other team communication

The following diagram shows the dependency relationships between the stages in the Rapid Application Development Process phases that allow the cycle period to be shortened an help be more effective.

 

RAD uses small integrated teams of developers, end users and IT technical resources and short iterative development cycles to optimize its goals of speed, effective informal communication, unity of vision and purpose, and simple project management. This, when compared to the traditional SDLC is shorter in delivery and offers better interaction between users and developers. Below is a diagram comparing the cycles of the two methodologies.

 

A main advantage of RAD over SDLC is its focus on iteration because this allows for effectiveness and self-correction and this is important because it is not always easy to get the requirements right the first time around. An important function of iteration is that each cycle delivers a functional version of the final system.

 

RAD manages these iterations cycles by using Time Boxing to guarantee timely releases. Therefore if the entire development falls behind schedule the scope is changed and not deadlines saving time and meeting the goal of speed.

 

With such a shorten cycle it is hard to believe that some compromises are not made when using RAD. In fact there are a few, RAD methodology is clearly not for every project development. RAD depends on continuous high quality production and requires the absolute right mix of methodologies, tools, personnel and management to be successful. RAD is not suitable for exploring new territory since its focus is on speed of delivery. New ideas require comparably longer durations of exploration. Therefore RAD is more suitable for tackling existing or well-known problems with the system. It also harder to measure progress and less efficient because the code is not hand crafted. RAD also may reduce features because of time boxing and software reuse and reliance on third-party components may sacrifice needed functionality, add unnecessary functionality and unwanted features.

 

In conclusion both methodologies, JAD and RAD are able to work best if applied under the right conditions and to appropriate development projects. Information and system needs are not always clearly and well defined and as such a lot of planning and effort has to be put in to select the best methodology for a development project, to be able to optimize the results. To develop effective information systems the technical aspects of the information technology and the social aspects of the organization must be properly integrated and this helps in a better choice of methodology for the problem at hand.

 

It is important to note, there is no fast rule for the type of methodology that is suitable for categories or classification of problems. Each development project is unique and peculiar, and is dependent on the business, its processes and the organization, as a whole and the choice of methodology should take this into account.

Tuesday, 29 April 2014

Social Media

Social media is the communication among people in which they create, share or exchange information and ideas in virtual societies and networks. Andreas Kaplan and Michael Haenlein define social media as "a group of Internet-based applications that build on the ideological and technological foundations of Web 2.0, and that allow the creation and exchange of user-generated content." This new form of media makes the transfer of text, photos, audio, video, and information in general increasingly fluid among internet users. Social Media has relevance not only for regular internet users, but business as well. Platforms like twitter, Facebook, and Linkedin have created online communities where people can share as much or as little personal information as they desire with other members. The result is an enormous amount of information that can be easily shared, searched, promoted, disputed, and created.

 

Furthermore, social media hinge on mobile and web-based technologies to create highly interactive platforms through which individuals and communities share, co-create, discuss, and modify user-generated content. They introduce substantial and pervasive changes to communication among organizations, communities, and individuals.

 

Social media vary from traditional or industrial media in many ways, including quality, reach, frequency, usability, immediacy, and permanence. There are many properties that stem from internet usage.

 

This is the who and the where of social media users.

1.   72% of all internet users are now active on social media

2.   18-29 year olds have an 89% usage

3.   71% of users access social media from a mobile device.

 

Geocities, created in 1994, was one of the first social media sites. The concept was for users to create their own websites, characterized by one of six "cities" that were known for certain characteristics.

Monday, 28 April 2014

Social Commerce

Social commerce is a subset of electronic commerce that involves using social media, online media that supports social interaction, and user contributions to assist in the online buying and selling of products and services.

More concisely, social commerce is the use of social network(s) in the context of e-commerce transactions.

The term social commerce was introduced by Yahoo! in November 2005 to describe a set of online collaborative shopping tools such as shared pick lists, user ratings and other user-generated content-sharing of online product information and advice.

The concept of social commerce was developed by David Beisel to denote user-generated advertorial content on e-commerce sites, and by Steve Rubel to include collaborative e-commerce tools that enable shoppers "to get advice from trusted individuals, find goods and services and then purchase them". The social networks that spread this advice have been found to increase the customer's trust in one retailer over another.

Today, the area of social commerce has been expanded to include the range of social media tools and content used in the context of e-commerce, especially in the fashion industry. Examples of social commerce include customer ratings and reviews, user recommendations and referrals, social shopping tools (sharing the act of shopping online), forums and communities, social media optimization, social applications and social advertising. Technologies such as Augmented Reality have also been used with social commerce, allowing shoppers to visualize apparel items on themselves and solicit feedback through social media tools.

Some academics have sought to distinguish "social commerce" from "social shopping", referring to social commerce as collaborative networks of online vendors, and social shopping as collaborative activity of online shoppers.