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Current loctn: about > methods > software > strategy


Strategy stage focuses on development of a detailed understanding of the strategic requirements envisioned by the client for the newly developed system. 

Strategy stage interviews often involve managers who can provide a clear understanding of the high-level motivation for the development project.  Common motivations include: changes in processes, a need for systems that better support work tasks, or resolution of problems with existing systems.  

Typically, a high-level data model is developed, user demographics and needs are outlined, and high-level descriptions of desired system features and data processing modules are developed.  In addition, a detailed examination of the organization's existing data is often performed as a cross-check on information obtained by other methods, and also to highlight data characteristics that may have major impacts on data migration complexity and expense. 

The end goal of this stage is to propose a "plausible system architecture" for the new system that demonstrates the basic feasibility of the project, and to provide a reasonably reliable set of cost estimates for the development effort. 


Work Process

Work on strategy stage products typically overlaps, but the majority of the work usually proceeds in this sequence:

  1. User Requirements Interviews

    As information from interviews is accumulated, the following products are updated to include that information:

  2. Legacy Data Report
  3. High-Level Data Model

    Usually incorporates a great deal of information derived from the examinations of current systems leading to the Legacy Data Report

  4. Tangential Study Report
  5. Preliminary System Architecture
  6. Preliminary Work Plan
  7. Statement of Work