How To Write A Personal Trainer System

Full text

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Dr. Rafael Nieves Page 1

U

NIVERSIDAD

I

NTERAMERICANA DE

P

UERTO

R

ICO

D

EPARTAMENTO DE

I

NFORMÁTICA Csir 3315

Libro del Curso

Systems Analysis and Design Ninth Edition

Shelly Cashman Series

Respuesta a Problemas del libro de texto del problema 2 “Personal Trainner”.

Capítulos 3, 4 y 5

Le sirve como ejemplo a seguir para la presentación final para la respuesta del caso de “New Century Health Clinic”

Contents

Capitulo 3 ... 2

Personal Trainer, Inc. ... 2

Capitulo 4 ... 4

Personal Trainer, Inc. ... 4

Capitulo 5 ... 6

Personal Trainer, Inc. ... 6

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Dr. Rafael Nieves Page 2

Capitulo 3

Personal Trainer, Inc.

Background

You are enjoying your job as a student intern at Personal Trainer. Last week, Susan asked you to help her plan the new information system project. Susan knows that you have completed several information systems courses at the local college, and that you have studied project management tools and techniques.

Specifically, she wants you to get ready for the next set of systems development tasks, which will be requirements modeling for the new system. Yesterday, Susan called you into her office to discuss the specific tasks she wants you to perform. After meeting with Susan, you sit down and review your notes. She wants you to treat the set of tasks as a project, and to use project management skills to plan the tasks.

Here is what she suggested to you as a work breakdown structure, including the duration she estimated for each task:

 First, you need to meet with fitness center managers at other Personal Trainer locations (10 days).

 After these meetings, you can conduct a series of interviews (8 days).

 When the interviews are complete, two tasks can begin at the same time: you can review company records (2 days) and observe business operations (7 days).

 When you have reviewed the records and observed business operations, you can analyze the BumbleBee accounting software (3 days) and study a sample of sales and billing transactions (1 day).

You are excited about the opportunity to practice your skills, and you start to work on the following list.

Assignments

1. Create a table listing all tasks separately, with their duration.

A sample answer follows:

1. Meet with managers 10 days 2. Conduct interviews 8 days 3. Review records 2 days 4. Observe operations 7 days 5. Analyze software 3 days 6. Study transaction samples 1 day

2. Identify all dependent tasks, and indicate what predecessor tasks are required.

A sample answer follows:

Task Predecessor Tasks

1. Meet with managers

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Dr. Rafael Nieves Page 3

2. Conduct interviews 1

3. Review records 2

4. Observe operations 2

5. Analyze software 3,4

6. Study transaction samples 3,4

3. Construct a PERT/CPM chart similar to the one in Figure 3-27 on page 117. If you have access to Microsoft Project, or other project management software, you can use it to help you create the chart.

A sample PERT/CPM chart follows:

4. Determine the overall duration of the project, and identify the critical path.

The project duration is 28 days, and the critical path is Tasks 2-4-5.

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Dr. Rafael Nieves Page 4

Capitulo 4

Personal Trainer, Inc.

Fact-Finding Summary

 A typical center has 300-500 members, with two membership levels: full and limited. Full members have access to all activities. Limited members are restricted to activities they have selected, but they can participate in other activities by paying a usage fee. All members have charge privileges. Charges for merchandise and services are recorded on a charge slip, which is signed by the member. At the end of each day, cash sales and charges are entered into the BumbleBee accounting software, which runs on a computer workstation at each location.

Daily cash receipts are deposited in a local bank and credited to the corporate Personal Trainer account. The BumbleBee program produces a daily activity report with a listing of all sales transactions. At the end of the month, the local manager uses BumbleBee to transmit an accounts receivable summary to the Personal Trainer headquarters in Chicago, where

member statements are prepared and mailed. Members mail their payments to the Personal Trainer headquarters, where the payment is applied to the member account.

 The BumbleBee program stores basic member information, but does not include information about member preferences, activities, and history.

 Currently, the BumbleBee program produces one local report (the daily activity report) and three reports that are prepared at the headquarters location: a monthly member sales report, an exception report for inactive members and late payers, and a quarterly profit-and-loss report that shows a breakdown of revenue and costs for each separate activity.

Assignments

1. List the system requirements, with examples for each category. Review the information that Susan gathered, and assume that she will add her own ideas to achieve more effective outputs, inputs, processes, performance, and controls.

The system requirements for the new Personal Trainer system can be identified by careful analysis of the fact-finding summary on page 184. The summary contains a number of

“must” statements, and various items on the “wish list” that were suggested by local managers and staff members. Students should be able to identify, classify, and enumerate these items. Sample suggestions for outputs, inputs, processes, performance, and controls might include the following:

Outputs: Report on delinquent payments, more frequent reports on trends and profitability, computerized activity and wellness log, more detailed exception reports, what-if scenarios that managers can use to plan promotions and discounts

Inputs: More information about member preferences, activities and history, method to obtain member suggestions and e-mail messages

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Dr. Rafael Nieves Page 5 Processes: Automated process to scan key chain IDs or credit cards, process to manage part-time instructors and staff

Performance: New design for sales slips, better information on members

Controls: Standardized coding system to be used company wide, better reconciliation of data, and creation of audit trails

2. Are there scalability issues that Susan should consider? What are they?

Scalability refers to a system’s ability to handle increased business volume and

transactions in the future. Because it will have a longer useful life, a scalable system offers a better return on the initial investment. To evaluate scalability, Susan will need

information about projected future volume for all outputs, inputs, and processes. For example, she would need to know the estimated number of customers, transaction volume, peak periods, number and types of data items required for each transaction, and the method of accessing and updating customer files.

3. If Susan wants to conduct a survey of current or prospective members to obtain their input, what type of sampling should she use? Why?

Students might suggest a stratified sample of former members and prospective members. It is relatively easy to identify former members from Personal Trainer’s records, but it might be more difficult to identify prospective members. Several options are available. Personal Trainer might request survey input from members who have recommended friends in the past. Were the new members happy, and did they remain as members? Why or why not?

This might be quite valuable input in predicting future membership results. Also, perhaps the company has a list of people who have requested information about Personal Trainer in the past, but never signed up for a class. That group might be an interesting sample.

Finally, former students might be an interesting group to survey.

4. Draw an FDD that shows the main operations described in the fact statement.

The fact-finding summary on page 184 identifies many of Personal Trainer’s activities, functions, and processes. Answers will vary based on different perceptions of Personal Trainer’s main operations. A sample FDD follows:

Personal Trainer System

Manage Membership and

Charges

Post Daily Entries Produce Reports

Interface with Accounting

System

Transfer Data Produce Reports

Schedule Courses and Activities

Produce

Schedules Maintain Staff Data

Analyze Sales and Marketing Trends

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Dr. Rafael Nieves Page 6

Capitulo 5

Personal Trainer, Inc.

1. Prepare a context diagram for the new system.

Sample context diagram:

2. Prepare a diagram 0 DFD for the new system.

Answers will vary. In Chapter 4, students were asked to draw an FDD showing the main operations described in the fact statement. Answers will vary, but the objective is to have students identify three to five functions that will represent major business processes.

The sample FDD in Chapter 4 identified four primary functions:

0 PERSONAL

TRAINER INFORMATION MANAGEMENT

SYSTEM MEMBER

PERSONAL TRAINER ACCOUNTING

SYSTEM INSTRUCTOR

MANAGER ACTIVITY REQUEST ACTIVITY

CONFIRM ACTIVITY REQUEST

ASSIGNED ACTIVITY

CONFIRM AVAILABILITY

ACCOUNTING REPORTS

CHARGE AND PAYMENT DATA

ACTIVITY DATA

ACCOUNTING RESULTS INVOICE PAYMENT

SCHEDULE DECISIONS

TREND REPORTS

TREND DATA

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 MANAGE MEMBERSHIP AND CHARGES

 INTERFACE WITH ACCOUNTING SYSTEM

 SCHEDULE COURSES AND ACTIVITIES

 ANALYZE SALES AND MARKETING TRENDS

These four functions can be represented as processes when the context diagram is exploded to diagram 0 DFD.

Sample diagram 0 DFD:

3. Write a brief memo that explains the importance of leveling a set of DFDs.

After reviewing the material starting on page 212, students should describe leveling as the process of drawing a series of increasingly detailed diagrams, until all functional

primitives are identified.

4. Write a brief memo that explains the importance of balancing a set of DFDs.

Students should be able to describe balancing as a technique that maintains consistency among a set of DFDs by ensuring that input and output data flows align properly.

REQUEST ACTIVITY

CONFIRM AVAIL ABIL ITY

ACTIVITY DATA

ACCOUNTING RESUL TS PAYM ENT

SCHEDUL E DECISIONS CONFIRM

ACTIVITY REQUEST

ASSIGNED ACTIVITY

ACCOUNTING REPORTS

CHARGE AND PA YM E NT DAT A

PERSONAL TRAINER ACCOUNTING

SYSTEM INVOICE

1

M ANAGE M EM BERSHIP

AND CHARGES

2

INTERFACE WITH ACCOUNTING

SYSTEM

3

SCHEDUL E COURSES

AND ACTIVITIES

M ANAGER

INSTRUCTOR M EM BER

ACTIVITY

D1 SCHEDUL E DATA

CURRENT SCHEDUL E

D2 M EM BER DATA M EM BER DATA ACCOUNTING DATA

D3 ACTIVITY DATA

ACTIVITY DATA

4

ANAL YZE SAL ES AND M ARKETING TRENDS

TREND DATA

TREND REPORTS

Figure

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References

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