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INFS 6225 Object Oriented Systems Analysis & Design. Chapter 13: Installation & Operations. Installation. Activities needed to install the system & convert the organization to using it 3 Step Process (Lewin, 1947) 1. Unfreeze - remove users’ attachment to “As-Is” system
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INFS 6225Object Oriented Systems Analysis & Design Chapter 13: Installation & Operations
Installation • Activities needed to install the system & convert the organization to using it • 3 Step Process (Lewin, 1947) 1. Unfreeze - remove users’ attachment to “As-Is” system 2. Move - migrate to new system (Migration Plan) • Technical Migration • Organizational Migration 3. Refreeze - make new system habitual with users
Conversion • 3 Major Steps: 1. Install Hardware 2. Install Software 3. Convert Data • Conversion Style • Direct - new system instantly replaces old • Parallel - new & old systems used simultaneously What are pros/cons of each conversion style?
Conversions (continued) • Conversion Location • Pilot - one or more locs selected as test • Phased - locs converted in phases • Simultaneous - all locs converted at same time • Conversion Modules • Whole System - entire system installed at one time (most common) • Modular - system modules installed one at a time
Change Management • 3 Roles: 1. Sponsor - wants change 2. Change Agent - leads change 3. Potential Adopter - target of change • Ready Adopters (20% - 30%) • Resistant Adopters (20% - 30%) • Reluctant Adopters (40% - 60%) • “All change is made by individuals, not organizations.”
Resistance to Change • People change when benefits of change outweigh costs • Who determines benefits/costs? • Are User’s benefits/costs sometimes in conflict with the Organization’s benefits/costs? Example?
Motivate Change • Management Policies • SOPs - define how processes are performed (formal & informal) • Measurements/Rewards • Resource Allocation • Adoption Strategies • Informational • convince users that change is for the better • works best when benefits outweigh costs • Political • organizational power used to motivate (coerce?) users • used best when costs outweigh benefits
Training • Providing skills needed to adopt change • Most commonly overlooked part of process • Training should focus on what user needs to do, not what system can do • Approaches: • Classroom - most common • One-On-One • CBT - training via CD or web (eLearning) What are pros/cons of each training technique?
Post-Implementation Activities • Goal is to institutionalize use of new system • System Support • On-line support (Help Desk) • Level 1 - support staff with broad PC skills • Level 2 - support staff who provide expert advice that is application-specific • Support issues beyond Level 2 become Change Requests: • Software bugs • Enhancements/changes from users or management • Integration changes (e.g., change to related system) • Infrastructure changes (e.g., network change)
Project Assessment • Goal is to understand what was successful & what needs to be improved • 2 Primary Parts: 1. Project Team Review - how project team carried out activities (what worked, what didn’t) 2. System Review - were proposed benefits of new system actually realized?