2/23/22, 12:35 PM Developing a System Proposal
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Developing a System Proposal
This course has taken you from analyzing a business strategy to identifying opportunities
for strategic advantages and ways to increase the organization’s competitive position;
identifying process improvement opportunities where a technology solution can increase
efficiency and effectiveness; defining stakeholder system requirements; evaluating
solutions, and steps to effectively implementing an IT solution.
This is a lot of information, and often the role of a business analyst is to create or help
create a proposal or presentation to inform key stakeholders of the findings above and
“sell” the potential solution. Presenting the information in a clear, logical sequence to your
audience is important.
Different organizations use their own formats and components in system proposals, but
there are several common areas that a business analyst will address:
1. Strategic Analysis—What are the key strategic goals and objectives of the
organization, and what is the current business problem or opportunity being
addressed? How might a technology solution help the organization achieve its
strategy and where can a technology solution help?
2. Process Analysis—A process is a series of steps to perform a task. Many
organizational processes can be very complex and include many sub-processes and
steps. It is important to know what work needs to be done, how it is currently being
done, where opportunities for improvements exist, and how technology can support
the improved process.
3. Requirements—The requirements identification is critical to defining exactly what
key stakeholders need the system to do; what tasks they expect the system to
complete or support; what overall performance is required and what processes need
improvement; how a technology solution can help achieve the organizational
strategy and improve processes; and what specific requirements the system needs
to meet based on stakeholder information. Defining these requirements enables
Learning Resource
2/23/22, 12:35 PM Developing a System Proposal
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potential solutions to be clearly evaluated to ascertain whether they will fulfill the
organization’s needs.
4. Solution Building—A critical part of any proposals is identifying the specific system
that will effectively support and/or improve the business process and clearly meet
the stated user and system performance requirements. This may include “build vs.
buy” analysis to determine whether the best solution should be developed internally
or purchased as a COTS or SaaS solution. An organization’s IT Plan and architecture
may help inform those decisions. Also the degree of specialty of the software is a
factor: Is this a common business process used by multiple companies, such as
Human Resources, Logistics, Accounting and Finance, or something very unique to
the organization that may not be commercially available? Sometimes, alternative
solutions may be presented along with the pros and cons of each option.
5. Implementation Planning—Equally important to identifying the best fit solution is
implementation planning. What has to happen (how and when) to help ensure a
successful installation of the technology solution? What supporting activities are
required to ensure users are prepared to be successful using the new system
including communication, training, and ongoing support? The data to be migrated to
the new system must be identified and any data integrity or compatibility issues
noted. Also it is important to ensure appropriate maintenance and technical support
are in place: Is the IT staff trained to provide Help Desk Support? Do users have a
point of contact for issues? Should a website be established with frequently asked
questions (FAQs) to help users especially in the early days of implementation?
Without getting into the details of writing the proposal, understand it is important to
convey the information clearly and concisely. At this point, significant work has been done
to identify the information above, and you want to present it as effectively as possible.
Here are some things to keep in mind:
Identify if there is a specific format or template that the organization uses.
Is there a preference for a written report, oral presentation, PowerPoint slides, etc.?
Who is your audience and what information do they already know?
What is the key information that you need your audience to pay attention to?
Identify specific next steps to keep the initiative moving forward.
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