Problem Solving Using Soft Systems Methodology
CSC 2202 Systems Analysis and Design
1
Outline • • • • • • •
Systems thinking Hard systems Soft systems methodology The framework for SSM Problem solving with SSM Conclusion Review question CSC 2202 Systems Analysis and Design
2
Systems Thinking Aristotle argued that the sum is more than its parts but Aristotle’s teleological view of the world was overthrown in the 17th century. The general model of organised complexity is that there exists a hierarchy of levels of organisation, each one more complex than the one below, a level being characterised by emergent properties which do not exist at the lower level. CSC 2202 Systems Analysis and Design
3
Some Systems Ideas Hierarchies of parts and wholes The parts are connected The whole is greater than the sum of the parts
CSC 2202 Systems Analysis and Design
4
Five classes of system Natural Systems (Origin: the origin of the universe and the processes of evolution)
includes man, who can create
Designed Physical Systems (Origin: a man and a purpose)
Designed Abstract Systems (Origin: a man and a purpose) Human Activity Systems (Origin: man's self consciousness)
Transcendental systems: beyond knowledge
CSC 2202 Systems Analysis and Design
5
Hard Systems Thinking Hard systems thinking comprises of systems engineering and systems analysis characterised by the belief that that there is a desired state, a present state and different ways of getting from one to the other. This explains why at the start of a ‘systems’ study it is necessary to define the need, the aim to be achieved. CSC 2202 Systems Analysis and Design
6
Hard Systems Thinking Hard systems thinking has successfully introduced a systematic approach to decision-making in which the problem is to select from a among a number of alternatives an efficient means of achieving an end we know we wish to achieve.
CSC 2202 Systems Analysis and Design
7
Hard systems thinking The world is made up of systems We can use formal notations to describe them We can use rational analysis to understand them We identify problems in the systems and write programs to solve them CSC 2202 Systems Analysis and Design
8
Limitations of Hard Systems Thinking Assumes consensus Ignores un-quantifiable variables (e.g. politics, aesthetics, culture) Treats people as passive objects Assumes decision makers have the power to implement solutions
CSC 2202 Systems Analysis and Design
9
Soft Systems Methodology
CSC 2202 Systems Analysis and Design
10
Background The development of organizational systems is characterized by having both “hard” and "soft" aspects. The hard aspects typically deal with hardware And software systems, while the soft aspects deal with organizational, political, and cultural systems - the issues.
CSC 2202 Systems Analysis and Design
11
Background ..cont The development of organizational systems is characterized by having both “hard” and "soft" aspects. The hard aspects typically deal with hardware and software systems, while the soft aspects deal with organizational, political, and Cultural systems - the issues. Much has been written about how to address the hard aspect of designing organizational systems, the soft or human aspect has received little attention. CSC 2202 Systems Analysis and Design
12
Background ..cont Soft Systems Methodology (SSM) was first introduced by Peter Checkland of Lancaster University in his book Systems Thinking, Systems Practice (Checkland, 1981). It is a methodology for analyzing and modeling hard to define and complex systems that integrate both a technology (or hard) system and a human (soft) system. CSC 2202 Systems Analysis and Design
13
Background ..cont The soft system is defined by Checkland as a Human Activity System (HAS) and is posited to be different from natural systems or designed systems due to the introduction of the subjectivity of human desires and objectives into the HAS.
CSC 2202 Systems Analysis and Design
14
Background ..cont A HAS is defined as a collection of activities in which people are purposefully engaged, and the relationships between these activities. Checkland proposes that the same methods used for engineering technology may not work as well for the more unpredictable and complex human side of the system.
CSC 2202 Systems Analysis and Design
15
Background ..cont SSM addresses fuzzy problems with unclear and multiple objectives and several different perceptions of the problem. SSM recognizes that different individuals will have different perceptions of the situation and different preferable outcomes.
CSC 2202 Systems Analysis and Design
16
Background ..cont It recognizes these differences and explicitly attempts to take these into account from the outset to ensure that the results of the analysis are acceptable to all parties concerned. SSM does not attempt to define a single right method of action but, through an iterative process, defines an acceptable improved path of action. CSC 2202 Systems Analysis and Design
17
Background ..cont People who are involved in the methodology include not only actors within the designated system, but also clients and owners of the system. Because of these characteristics, it is proposed that SSM can be seen as a valuable framework for participative design activities. CSC 2202 Systems Analysis and Design
18
Background ..cont SSM started as a research programme aim at developing ways in which system ideas could be used to tackle ill-structured problem. The programme assumed that the concept of a human activity system would be relevant to such problems.
CSC 2202 Systems Analysis and Design
19
Background ..cont A successful outcome would be one where the people concerned felt that the problem has been solved, or that the problem situation had been improved or that insights had been gained. Took into account a hard system method which starts from an organisational definition of a system as a complex grouping of human beings and machines for which there is an overall objective. CSC 2202 Systems Analysis and Design
20
Background ..cont The procedure then is to select that system, the engineering of which will solve the problem whose existence, perceived by the manger, initiates the activity. The system is placed in a systems hierarchy, objectives and measures of performance are defined, and the chosen system is design, implemented and reappraised in operation.
CSC 2202 Systems Analysis and Design
21
Problem solving with SSM Consider these two problems for a business: • We need to handle 20,000 customer orders per day, entering our system from 800 terminals based around the country. • Our customer complaints are increasing, and our customer retention is decreasing 2202 Systems Analysis and Design the two? 22 What is the CSC difference between
Problem solving with SSM The first is specific, with clear boundaries and parameters. Possible solutions are implicit in the problem. The problem could be passed to a designer who could propose and implement a solution. The second is much less clear. It describes a problem with weak boundaries and an unclear cause. In fact, it is not describing a problem, so much as two symptoms. CSC 2202 Systems Analysis and Design
23
Problem solving with SSM Until the symptoms are explored further, it is not possible to say what the problem is, let alone propose a solution. The first example is a hard problem, the second is a soft problem. CSC 2202 Systems Analysis and Design
24
Problem solving with SSM Traditional systems analysis is based on hard problems. These problems have a clear boundary and involve tangible factors such as staff, documents, procedures, equipment, and structure. Its purpose is to propose and design a solution for a predetermined problem. CSC 2202 Systems Analysis and Design
25
Problem solving with SSM Many business situations are less clear-cut, making a hard approach less appropriate. Peter Checkland developed Soft Systems Methodology recognizing that many problems in organizations are affected by less tangible factors. These include culture, informal interactions, and attitudes – which he terms the ‘Human Activity System’. CSC 2202 Systems Analysis and Design
26
Problem solving with SSM SSM’s purpose is to investigate, understand and identify a problem. Its investigation may reveal a number of problems to address rather than presuppose a single root cause of difficulties.
CSC 2202 Systems Analysis and Design
27
Problem solving with SSM Checkland’s definition of problem is:
“ A problem relating to a real-world manifestation of a human activity system is a condition characterised by a sense of mismatch, which eludes precise definition, between what is perceived to be actuality and which is perceived might become actuality”.
Problems were perceived as condition to be alleviated rather than problem to be solved. CSC 2202 Systems Analysis and Design
28
SSM Soft Systems Methodology is based on systems thinking. It views the problem domain in a holistic rather than reductionist way, recognizing that the component parts are interconnected, so that a change to one part will affect the other parts. Not only this, but the problem domain itself is a subsystem of several larger systems – changes in one will affect our domain as well.
CSC 2202 Systems Analysis and Design
29
SSM Although Checkland coined the term Soft Systems Methodology, it is not strictly a methodology. It does not prescribe a rigid series of steps that must be followed scrupulously. Rather, it suggests a framework for enquiry, with a number of recommended techniques. The end result is an understanding of the problem domain so that a hard study can then be applied to specify a solution. CSC 2202 Systems Analysis and Design
30
Problems and problem-solving Structured problems can be explicitly stated in a language that implies that a theory concerning their solution is available. Hard systems thinking are most concerned with structured problems Unstructured problems are manifest in a feeling of unease but which cannot be explicitly stated without this appearing to oversimplify the situation. CSC 2202 Systems Analysis and Design
31
Soft Systems Thinking The world is made up of people doing things Everyone has their own interpretations of the world One way of negotiating our understandings of the world is to call some part of it a ‘system’ Then we can use rational analysis to learn about it If we can learn about it we can use computers to help people do things better CSC 2202 Systems Analysis and Design
32
Limitations of Soft Systems Thinking Lack of scientific rigour Assumes consensus can be achieved Participative process favours the powerful Leaning outcomes too ambiguous to serve as designs for programs
CSC 2202 Systems Analysis and Design
33
Soft Systems Methodology SSM is not to taken as a method with fixed step or a technique but rather a set of principles to be applied. The activity numbers show a reasonable chronological sequence for describing each of the activities but this sequence doesn’t have to be followed when applying the methodology. Experience shows that studies can start with conceptual modelling. In theory they can start anywhere. CSC 2202 Systems Analysis and Design
34
Soft Systems Methodology Back tracking and iteration are essential activities so the steps should be viewed as a framework rather than a recipe. The difference between the real world activities and the systems thinking ones is the the former necessarily involves people in the problem situation being studied. CSC 2202 Systems Analysis and Design
35
Soft Systems Methodology Addresses ill-structured situations. Requires abstract/conceptual thinking on the part of the user. Suitable for what type problems (analysis) rather than how type problems (design). Requires a high degree of political and interpersonal skills from the user.
CSC 2202 Systems Analysis and Design
36
Framework for Soft Systems The framework is illustrated next has two strands, separated by a line. The top strand represents the ‘real world’, where the analyst moves, observes, and interviews the people working there. Below the line is the ‘systems thinking’, where both connections and interpretations are made of the problem situation. CSC 2202 Systems Analysis and Design
37
Soft System Methodologyframework 6. Feasible, desirable changes -------------------------
7.
1.
Action to improve problem situation
The problem situation: unstructured
2. The problem situation: expressed
5. Comparison of 4 with 2
Real world Systems thinking
4. Conceptual Models 3. Root definitions of relevant systems
4a Formal system concept
4b Other systems thinking
CSC 2202 Systems Analysis and Design
38
CSC 2202 Systems Analysis and Design
39
Soft Systems Methodology SSM
is a seven-stage methodology or Framework, though this view is actually challenged later by other authors, who believe this to be too simplistic a view of a real world method. However, for this course, and in all the practical situations in which it has been used, the seven stages through which SSM is applied are described as follows :
CSC 2202 Systems Analysis and Design
40
Stage 1 : Problem Situation (Unstructured) The problem situation: this is the status quo before the study, and at the start of the study. During this time, the analyst (or problem-solver) becomes part of the problem situation in order to observe it as fully as possible, remembering that his/her presence there will have its own impact. CSC 2202 Systems Analysis and Design
41
Stage 1 : Problem Situation (Unstructured) Note : The Systems Analyst is not an expert of a particular information systems or problem types. Instead he/she acts as a facilitator. The Client is the person who causes the study to happen. The Problem Solver is the person who hopes to do something about the situation which is perceived to be problematical. CSC 2202 Systems Analysis and Design
42
Stage 1 : Problem Situation(Unstructured) The Problem Owner could be one or several people. By considering each stakeholder in turn very different perspectives can be generated. The Problem! Instead of trying to find the problem, the inquiry is directed to investigating the situations in which problems are perceived.
CSC 2202 Systems Analysis and Design
43
Stage 2 :
Problem Situation Expressed.
Having studied as much of the problem situation as is feasible, the analyst expresses in diagrammatic form what S/he understands is happening. This will include aspects of the Human Activity System (HAS).
CSC 2202 Systems Analysis and Design
44
Stage 2 : Problem Situation Expressed. Checkland recommends a rich picture to achieve this. However, techniques from hard systems such as data flow diagrams or object models are not sufficiently versatile or ‘rich’.
CSC 2202 Systems Analysis and Design
45
Rich Picture – What is it ? A rich picture is a representation of the problem situation, typically presented in the form of an abstract drawing, which describes aspects of the system that are relevant to the problem definition.
CSC 2202 Systems Analysis and Design
46
Rich Picture – Purpose? Rich pictures are a means of capturing as much information as possible relating to the problem situation. A rich picture can show boundaries, structure, information flows, and communication channels.
CSC 2202 Systems Analysis and Design
47
Rich Picture – Purpose? But mostly it shows the human Activity System. This is the element that is not included in such models as data flow diagrams or class models. The rich picture identifies a number of participants and stakeholders in the system
CSC 2202 Systems Analysis and Design
48
Rich Picture – Purpose? To get as full a view as possible of the factors involved in the problem situation, and especially the elements relating to politics, attitudes and emotions. It may be used just by the analyst to enhance understanding, It may be shown to the manager of the department to communicate the analyst’s findings. CSC 2202 Systems Analysis and Design
49
Rich Picture – Purpose? It is an easy to follow, non-technical description of the problem area. Rich pictures could also be drawn by groups of actors to explore their own interpretations of workplace issues.
CSC 2202 Systems Analysis and Design
50
Rich Picture -scenario 1 Imagine the following scenario in an IT department: users ask IT Support for help with their software, the technical support engineer enters the details on their log, and then fixes it. Because they are appraised by how quickly they can sign the problem off on their log, rather than by user satisfaction, many forget to let the users know that the problem has been resolved. This leads to dissatisfaction. CSC 2202 Systems Analysis and Design
51
Rich Picture – scenario 1 The following Figure is a simple rich picture illustrating a scenario based on a real situation in a large company where relations between business and IT were badly strained for many reasons.
CSC 2202 Systems Analysis and Design
52
Rich Picture
CSC 2202 Systems Analysis and Design
53
Rich Picture – scenario 1 This picture shows the interactions between the user and the technician, including the emotional content of the communication. The crossed Swords symbol on the line from User, Friday, is a common symbol to denote a conflict. The appraisal medium is shown by the manager being represented as a large eye studying the log. Again, this is a common symbol to show that monitoring action is taking place CSC 2202 Systems Analysis and Design
54
Rich Picture – scenario 1 Other elements visible on the picture are the communication flows, the documentation that is maintained and the (implicit) boundary. There is no standard notation for rich pictures, but there are some commonly used symbols such as those shown in the Figure above. CSC 2202 Systems Analysis and Design
55
Rich Picture – Common elements Elements commonly shown include: Communication flows Documents maintained Actors in the process Monitoring activities (the eyeball) Emotions such as frustration or pleasure, conflict/harmony between co-workers, barriers to communication General attitudes of the actors involved. CSC 2202 Systems Analysis and Design
56
Rich Picture It is this mix of the formal and informal views of the problem area that gives the Pictures their richness.
CSC 2202 Systems Analysis and Design
57
Rich Picture - Scenario 2 The rich picture below was drawn by a first year student at the end of the foundation unit in Information Systems I to help her understand the various elements of the unit and how she made sense of it to achieve her goals.
CSC 2202 Systems Analysis and Design
58
Rich Picture - Scenario 2
CSC 2202 Systems Analysis and Design
59
Rich Picture - Scenario 2 The rich picture can have : an IN (or input), and an area filled with relevant pictures of important areas, an ON GOING (or output), a WASTE (or wastage from the system) and REFLECTIONS (or feedback to the system). CSC 2202 Systems Analysis and Design
60
Rich Picture - Scenario 2 This student sees that she entered the course as a small bird and went on from the course as a powerful eagle. The learning journal provided a form of feedback in the unit and stress was the waste in the system. The icons in the rich picture are metaphors used for creating rapport and for communicating the nature of shared and unshared experiences CSC 2202 Systems Analysis and Design
61
Rich Picture Scenario 3 Patching’s rich picture of a PUB s a problem situation
Patching, D. (1990). Practical Soft Systems Analysis
CSC 2202 Systems Analysis and Design
62
Stage 2 :
Problem Situation Expressed.
Building Rich Pictures : Use
any form or imagery .Construct parts, actors, issues, concerns. Do not use systems or represent situations in terms of systems. Represent all elements considered to be relevant. N.B. Although the ideal may be to avoid systems thinking at this stage, the pragmatic need to establish boundaries may be met! CSC 2202 Systems Analysis and Design
63
Rich Picture Rich pictures should show the following aspects of the problem situation: Structure - formal organisation, physical aspects etc. Processes - tasks and activities How structure and process interact Hard and soft aspects - facts and opinions Social roles - formal and informal; conflict Climate and context - environment The role of the analyst / facilitator CSC 2202 Systems Analysis and Design
64
Stage 2 :
Structure :
those parts of the system that change slowly over time and are relatively stable.
Process :
Problem Situation Expressed.
things that are in a state of change, such as activities within a structure (i.e. order processing).
Climate :
in which structures and processes interact. This has changed as a result of previous interaction and thereby influences its own development (i.e. business conditions, cultural aspects.).
CSC 2202 Systems Analysis and Design
65
Stage 2 :
Problem Situation Expressed.
Extracting from Rich Pictures : Primary Tasks : which the organisation was created to perform, or the tasks which an enterprise needs to perform in order to survive. Issues : topics or matters of concern, those subjects which are open to debate or dispute (i.e. require justification).
This particular stage of the method can be iterated through on a number of occasions, at a number of levels, using the rich pictures generated from the first iteration to further clarify and identify issues within the situation of concern. CSC 2202 Systems Analysis and Design
66
Susan's story "I have given up a section of my life for the last 12 weeks to Systems Analysis and design. I have given my time, energy, frustrations, tears and laughter, a minute fraction of my life's travel and I have been rewarded twenty fold. Regardless of the mark on a piece of paper at the conclusion of this unit, I have passed. I have gained knowledge and confidence in the area of computers. When I look back I was panicked in the early part of the course, not in the lectures, but in the unfamiliar areas of word processing, setting up files, all the everyday things I employ others to do. CSC 2202 Systems Analysis and Design
67
Susan's story continued
…..I had a string of adventures, and I have become friendly with the systems maintenance people at the Faculty. I wish to heap accolades on these people, and suggest if all students had some real interaction with them the knowledge would flow, and the campus would be a much friendlier place to work and study in. I no longer inwardly panic, I take pride in getting into a mess and fighting my way out, and if there are people to help me along the way, how much richer is the experience." CSC 2202 Systems Analysis and Design
68
N.B.
Susan's story continued
A mature age student working as the head of an accounting section, Susan is a hardworking person with a very positive view of life. She took up the challenge of university study balancing this with a rich family and community life in addition to her responsible career position. As she commented in an interview: "I have come from a stage of panic to non-panic - this is a big step for me. I am not really competent yet but non-panic is a real gain. I'm not panicked by computing and computers anymore." CSC 2202 Systems Analysis and Design
69
Susan's story continued …………In this quote and the quote above, note the metaphors of "stage of panic to nonpanic"; "a big step"; "a minute fraction of my life's travel"; "a string of adventures"; "heap accolades"; "I take pride in getting in a mess and fighting my way out"; and "knowledge would flow". Create a rich picture for Susan at the end of the unit. CSC 2202 Systems Analysis and Design
70
Stage 3 - Root definitions Root definitions of relevant systems: The rich picture identifies a number of participants and stakeholders in the system. Root definitions are a way of deriving their individual perspectives on a problem situation: what is their underlying belief about its purpose? A root definition is derived for each actor or stakeholder. If there are 11 identified in the rich picture, there will be 11 root definitions derived. CSC 2202 Systems Analysis and Design
71
Stage 3 - Root definitions (cont) Each stakeholder may have a different underlying perspective about why the organization does what it does, or what its priorities should be. For example, in a British hospital trust, a doctor or nurse may see their priority as curing patients, or at least making them as comfortable as possible. The hospital administrator, however, may see the priority as offering value-for-money and minimizing operational costs. CSC 2202 Systems Analysis and Design 72
Stage 3 - Root definitions(cont)
These two perspectives are potentially in conflict, but both are valid for their respective holders. The analyst needs to be able to recognize and accommodate both. A root definition is expressed in a short sentence. This gives the sentence a rich focus of expression. Checkland argues that it should contain a number of elements, to which he gives the mnemonic CATWOE. This stands for: CSC 2202 Systems Analysis and Design
73
CATWOE Analysis for RD A root definition must convey :
C Customer/Clients A Actors T Transformations W Worldview (Weltanschauung) O Owners E Environmental Constraint(s)
CSC 2202 Systems Analysis and Design
74
CATWOE analysis components
Customers - those who benefit from, or are affected by the outputs from the system Actors - those who carry out the activities in the system that effect the transformation Transformation - the transformation of inputs to outputs carried out by the system CSC 2202 Systems Analysis and Design
75
CATWOE analysis components
Worldview (Weltanschauung) - how the system is perceived from a specific viewpoint - the assumptions that are made about it Owners - those who cause the system to exist Environment - the world that surrounds and influences, but over which the system has no control CSC 2202 Systems Analysis and Design
76
CATWOE Analysis for RD The
elements of CATWOE emphasize the need to examine the problem from a number of viewpoints. The Root Definition and CATWOE provide the analyst with a framework for ensuring that all points of view and interest are considered in the requirements elicitation. CSC 2202 Systems Analysis and Design
77
Root definitions - Example
It must be meaningful and useful to the situation of concern. For example :
If we consider the church in the context of some problem situation. We might, on the basis of extracted evidence, interpret its purpose to be : P1 - A ritual preserving system. P2 - A non-accountable fund-raising system. P3 - A system for preserving moral and spiritual values in the community. P4 - A system for providing support in the face of unanswerable questions.
CSC 2202 Systems Analysis and Design
78
Root definitions - Example These
of course need considerable elaboration before they can qualify as root definitions. Some of them may sound outrageous, but it is important to note that at this stage their acceptability should not be considered. Each root definition would have to display relevance to the situation of concern. The church may, in fact, be none of, yet all of, these things. CSC 2202 Systems Analysis and Design
79
Root definitions. The
selected and considered root definition will have a direct and considerable effect on the : Nature Type and Characteristics of the Information System to be developed. CSC 2202 Systems Analysis and Design
80
Root definitions template A [O] owned system which under the following environmental constraints which it takes as given [E] transforms this input [i] into this output [o] by means of the following activities [T], the transformation being carried out by these actors [A] and directly effecting the beneficiaries or victims [C]. The worldview which makes this transformation [T] meaningful contains at least the following elements among others [W]. CSC 2202 Systems Analysis and Design
81
Example of root definitions Let’s take Patching’s example of “The Pub as a System” The Pub has been losing customers and money - but nobody knows why A rich picture shows different viewpoints about The Pub - that of the customers, the community, the brewery, the landlord, the employees, the police . CSC 2202 Systems Analysis and Design
82
Patching’s rich picture of a PUB as a problem situation
Patching, D. (1990). Practical Soft Systems Analysis
CSC 2202 Systems Analysis and Design
83
Customer root definition C - The casual and regular visitors to The Pub A - The employees, visiting entertainers, customers T - Customer needs (for socialising and reasonably priced drinks) identified and satisfied W -A pub is a place to have an affordable night out and socialise with friends O - The public E - Legal restrictions, fashions in drinks and entertainment, the local community etc. CSC 2202 Systems Analysis and Design
84
Customer root definition A system owned by the public, and operated by the employees, visiting entertainers and customers of the public house, that identifies and satisfies the needs of customers for affordable drinks and entertainment, in an environment that influences customers socialising and drinking preferences, constrained by legal requirements and local opinion effecting CSC 2202 Systems Analysis and Design 85 the provision of pub facilities.
CATWOE – IT help example. USER C- End users A - IT support staff T- Look after my system W - My system must always be available O - IT manager E - My clients need me to provide immediate information and response - a very competitive marketplace
IT SUPPORT C - The business A - IT support staff T - Respond to calls W - We can correct any fault quickly O - IT manager E - Appraisal criteria, relations between business and IT, IT workload
CSC 2202 Systems Analysis and Design
86
CATWOE – IT help example. In this example, the CATWOE are not mutually exclusive, but they do show the different perspectives of the two actors, and their priorities in the situation. The environment factor of IT support, appraisal criteria, together with weltanschauung, indicates the nature of the disagreement between the two. This was one of the sources of the bad relations between the two sides in real life. CSC 2202 Systems Analysis and Design
87
CATWOE – IT help example. The CATWOE elements for a stakeholder can then be combined to form a simple one or two sentence statement. In the case of the user, it might read as:
CSC 2202 Systems Analysis and Design
88
CATWOE – IT help example. ‘IT support staff are responsible, under the direction and approval of the IT manager, for looking after the end-users’ computer systems, because I (and the other end-users) need the computer system to be available in order to do our job. This is a competitive environment, if I can not answer the queries swiftly, we will lose business.’ CSC 2202 Systems Analysis and Design
89
CATWOE While the root definition is an important statement that stakeholders can understand, the important part of the analyst’s task is eliciting the CATWOE elements from each individual. Compiling CATWOE and the root definition are the first stage in the systems thinking strand, and in understanding the Human Activity System
CSC 2202 Systems Analysis and Design
90
Stage 4 - Conceptual model: The root definitions represent an individual’s perspective of what the business/system is trying to achieve. The next stage, also in the systems thinking strand, is to propose an ideal view of the activities that should be followed in order to realize that perspective. At the initial drawing, there should not be too many activities shown, somewhere between five and 10 is sufficient. Each activity could be decomposed in more detail later. CSC 2202 Systems Analysis and Design
91
Stage 4 - Conceptual model: This is an ideal schematic for each actor/stakeholder. • If one stakeholder has a particular perspective, then there must be, in principle, a set of activities to be performed that will meet the perspective. • The conceptual model is a simple diagram that represents the activities. There will be one conceptual model drawn for each root definition. CSC 2202 Systems Analysis and Design
92
Conceptual model: The conceptual model has a very simple notation – the activity itself is shown as a bubble, with the activity named (use an imperative verb to denote the activity) and a line that links it with the other activities. Take the following root definition for a retail outlet: ‘A store where buyers and sales staff ensure that customers have only the latest fashions available at all times.’ The Figure shows what the conceptual model for this root definition might be: CSC 2202 Systems Analysis and Design
93
Figure for the Conceptual Model
CSC 2202 Systems Analysis and Design
94
Conceptual model: The conceptual model identifies what the System needs to accomplish including its activities and their interactions. These activities describe what has to happen for the system to meet the goals and aims defined in the root definition.
CSC 2202 Systems Analysis and Design
95
Conceptual model: Once
the models have been created, further resolutions of detail will help to drive the possible hows for what is being done. Check the root definitions and the conceptual models map. Together they form a mutually informing pair of statements : What
the system does. How the system does it. CSC 2202 Systems Analysis and Design
96
Stages 5 & 6 : Comparison & Identification of Desirable and Feasible Changes Comparison of 2 and 4: This returns us to the ‘real world’. The ideal view in the conceptual model is compared with the activities actually in place, and any mismatch identified as a ‘problem’ rather than the symptom. Checkland does not prescribe any one technique for making this comparison; that is left to the analyst. CSC 2202 Systems Analysis and Design
97
Stages 5 & 6 : Comparison & Identification of Desirable and Feasible Changes In Stage 5, the conceptual model is compared with the real world system to highlight possible areas where changes are necessary. This conceptual model will identify where problems or deficiencies exist between what is happening (the 'rich' picture) and what is desirable (the 'root definition') as defined by the models.
CSC 2202 Systems Analysis and Design
98
Stages 5 & 6 : Comparison & Identification of Desirable and Feasible Changes In Stage 6, changes to address the gaps Between the conceptual model and the real world identified in Stage 5 are introduced and evaluated for feasibility. These alterations may include changing the way certain activities are completed, or could result in the identification of activities not currently Achieved in the real world
CSC 2202 Systems Analysis and Design
99
Stages 5 & 6 : Comparison & Identification of Desirable and Feasible Changes (Consider the output of Stages 3 & 4 with expression of Stage 2). This is one of the most important stages of the methodology. At this stage the intellectual ideas have to be reconciled with the real or action world ideas. This stage may generate desirable and feasible changes for Stage 7 or require the reiteration of Stages 2, 3, 4, 5 & 6. CSC 2202 Systems Analysis and Design
100
Stages 5 & 6 : Comparison & Identification of Desirable and Feasible Changes Problems encountered at this stage should not be underestimated, which is why political and interpersonal skills on the part of the user are important. It is at this stage that the negotiations between the problem solver and the problem owners will take place, also as part of the iterative nature of the methodology. The purpose of these is to create the Climate for change, to allow the desirable and feasible changes to be enacted in Stage 7.
CSC 2202 Systems Analysis and Design
101
Stage 7 : Changes.
Taking Steps to Initiate
Finally, in Stage 7, recommendations for Change are implemented. These changes then result in a modification of the problem situation. This new situation may then lead to a new cycle of the methodology.
CSC 2202 Systems Analysis and Design
102
Stage 7 : Changes.
Taking Steps to Initiate
This stage is equivalent to the implementation stage of other methodologies (i.e. what steps should be taken to implement the desirable and feasible changes?)
CSC 2202 Systems Analysis and Design
103
Stage 7 : Changes.
Taking Steps to Initiate
The
underlying assumption in SSM is that the identification of the desirable and (culturally) feasible changes in the previous stage will have created a climate for change which will overcome any problems at this stage. As a result any appropriate implementation strategy can be adopted.
CSC 2202 Systems Analysis and Design
104
Conclusion SSM
is strong in systemic analysis (i.e. in the problem formulation phase). Clients concerns are used to determine the domain of inquiry. SSM considers the different world views of the participants to determine the rationale for the situation of concern. The reality of the expressed problem is questioned, and if necessary the problem is re-expressed. CSC 2202 Systems Analysis and Design
105
Conclusion SSM searches for different states/solutions, all of which can be relevant, and critically examines them. SSM seeks to consider all aspects of the organisational environment, not just the problem situation. SSM constructs a number of relevant notional systems, maps them against the current state and then discusses the most relevant solution with the client(s). SSM seeks to develop a relevant rather than a right system.
CSC 2202 Systems Analysis and Design
106
Criticisms made about SSM Technically-oriented critics complain that SSM doesn't actually tell you how to build a system, that there is no real method Management oriented critics worry that the open ended nature of SSM makes it impossible to manage SSM assumes that all members of the enterprise have choice, in fact equal choice - SSM ignores issues of power SSM imposes values of openness and "niceness" which are more suitable to middle class academics than to managers or workers. CSC 2202 Systems Analysis and Design
107
Soft and hard systems methods soft systems methods
hard systems methods
subjective (interpretive) philosophy
objective philosophy
systems + sociological theory base
computer science + systems theory
flexible methodology
rigid method
organisational problem- solving focus
data, process, database, technical focus
creative/intuitive
scientifically analytical
analyst is facilitator
analyst is expert
participative
analyst dominated
organisational learning outcomes
computer design outcomes
several ambiguous outcomes CSC 2202
one ‘correct‘ solution
Systems Analysis and Design
108
Review Questions Outline the main aspects of Checkland’s Soft Systems Methodology
CSC 2202 Systems Analysis and Design
109