Organizational Analysis with i*: A Social- Driven Process. Bed Management at the St Luc University Clinics. /staff/manuel/istarwk.

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1 University of Louvain, Information Systems Research Lab Organizational Analysis with i*: A Social- Driven Process Bed Management at the St Luc University Clinics Manuel Kolp,, kolp@isys.ucl.ac.be /staff/manuel/istarwk.pdf i* Workshop, City University,, London, April 20, 2005 Agenda Bed Management Modeling with i* Problem Tropos Process Early Requirements with i* Late Requirements with i* Design Reorganization of the University IS (with KAOS) Descartes Architect: an i* driven CASE tool An Industrial Case Study (Steel Making) i*/ social agents Cluster Project in Walloon Region Manuel Kolp 2

pdf i* Workshop, City University,, London, April 20, 2005 Agenda Bed Management Modeling with i* Problem Tropos Process Early Requirements with i* Late

2 Bed Management Analysis Requirements analysis needed to reorganize and improve the hospital information system and the university We focus here on the bed reservation process Complicating factors include the complexity of the university hospital the individualism and specificities of its employees and units (e.g. management, patients, health units, bed reservation service), the changes to the environment related, in particular to emergency and non-planned activities. Manuel Kolp 3 Using i* : the Tropos Process 1. Early requirements: understanding a problem by studying an organizational setting; output : organizational model with relevant actors, their goals and inter-dependencies 2. Late requirements: system-to-be described within its operational environment, with relevant functions and qualities 3. Architectural design: global architecture defined in terms of interconnected subsystems 4. Detailed design: behavior of each architectural component defined in detail 5. Implementation: system implementation carried out consistently with detailed design Manuel Kolp 4

management, patients, health units, bed reservation service), the changes to the environment related, in particular to emergency and non-planned activities.

3 Some General Problems Re-encoding Lost of time Inadequate Applications Maintainability Organizational Structure and Politics Human Computer Interaction Bulk-headings / Not open minded Manuel Kolp 5 Bed Management Problems Information Systems do not answer to requirements Access to Applications Data Archiving Paper-based Processes exceeds IS Multiple Encoding Low usage level of the System Delocalization Tracing Historical Data Cancellation Causes Manuel Kolp 6

Information Systems do not answer to requirements Access to Applications Data Archiving Paper-based Processes

4 Early Requirements: the Organizational Setting Manuel Kolp 7 Actor Rationale Analysis Examples: Bed Booking and Health Unit Manuel Kolp 8

5 Defining Strategic Dependencies Organizational model with relevant actors and respective dependencies Manuel Kolp 9 Refining Actor Rationale Manuel Kolp 10

6 Refining Actor Rationale: Health Unit Manuel Kolp 11 Refining Actor Rationale: Determining Problems Manuel Kolp 12

7 Strategic Objectives: Qualities and Contributions Quality Objectives Improve Patient Stay Quality Contributions Improve Communication Reduce Delays Improve Answers Quality Decrease Costs Decrease Stay Length Improve Bed Occupation % Reduce Administrative Tasks Manuel Kolp 13 Late Requirements: NFR Analysis Manuel Kolp 14

Answers Quality Decrease Costs Decrease Stay Length Improve Bed Occupation %

8 Late Requirements: Introducing the System Functions and qualities of the system in its environment Manuel Kolp 15 Bed Booking Point of View Manuel Kolp 16

9 Health Unit Point of View Manuel Kolp 17 Bed Booking and Heath Unit Before/After Planner Bed Booking Unit Health Unit Before After Before After Welcome Patient Welcome Patient Patient Stay Details Organize Exam/Operat. Inform Patient Prepare Patient Arrival Plan Stay Encode Movements Record Stay Plan Update HU Occup. Exam Appointment Communicate Occup. HU Arrivals Accept ER Arrival Update HU Occup. Trace Receive ER Arrival Patient Find Bed in HU Planner Planner Control Control Manuel Kolp 18

Inform Patient Prepare Patient Arrival Plan Stay Encode Movements Record Stay Plan Update HU Occup.

10 Paper-Based to Computerized Tasks Bed Booking Hospitalization Request Hospitalization Voucher Hospitalization Agenda Patient Convocation Daily Health Units Occupation Arrival Tracing Lists Health Units Bed Occupation List Health Unit Occupation Appointment Schedule HU Patient History Manuel Kolp 19 The System in the Global Hospital Environment Manuel Kolp 20

Tracing Lists Health Units Bed Occupation List Health Unit Occupation Appointment

11 Towards Social-Driven Design Process Architecture: Organizational Structures Follow the organization For the University: A Matrix-based Model Detail Design: Social Patterns Broker, Matchmaker, Mediator, Monitor, Embassy, Implementation : Agent, Peer goals, actors, social dependencies, Manuel Kolp 21 Reorganization of the University IS KAOS Requirements Analysis Objectiver ( Compliant with i* Goal versus Social Analysis New Information System University Information Portal New IS Organizational Structure Redefinition of Roles and People Task and Project Standardization Integration of Existing Systems New Requirements (ex.: EU Uniformization) Manuel Kolp 22

IS KAOS Requirements Analysis Objectiver (http://www.objectiver.

12 DesCARTES Architect: A i* driven CASE tool i* Support Strategic Dependency Model Strategic Rationale Model i* Extended Enterprise Model Support Goal-Role Model Operational Process Model NFR/Goal Analysis Model DES-MAS Design Editor Agent UML-Based Support Agent Social Patterns Support Code Generation for JACK, JDE and JADEX Agent Platforms OME-i* Models Import XML based Support Gr-Tool Basic Integration Iterations Traceability : refinements brought to models by human resource S-Tropos management templates Manuel Kolp 23 DesCARTES Architect: An i* driven CASE tool Goal Reasoning Social Analysis Manuel Kolp 24

JACK, JDE and JADEX Agent Platforms OME-i* Models Import XML based Support Gr-Tool Basic Integration Iterations Traceability : refinements brought to

13 DesCARTES Design Dynamics Structure Code Generation Interaction Manuel Kolp 25 Case Tool : DesCARTES IS Project Management Manuel Kolp 26

14 Steel Making at Carsid Duferco Usinor Cokerill-Sambre Duferco + Sogepa (Walloon Region) Carlam Manuel Kolp 27 i* Joint Venture Applied to Steel Industry Carsid Manuel Kolp 28

15 Social Agents/Models Cluster Project in Belgium High Tech Small and Medium Software Companies in Walloon Region Selligent (Intelligent Sales and Marketing, Synthetis (Management and Process Control, Pepite (Intelligent Data Exploration, Manex (Network and Software Solutions, Devstage (Web applications, Evadix (E-Publishing, Immedia (E-business and Web Development, Citobi (Customer Relationship Management and B2C, Denali (Workflow and Content Management, Iris (Document Management, Mopsys (Medical E-learning E Applications, University Labs Information Systems Research Unit, University of Louvain ( Operations Management and Technology, University of Namur ( Political and Social Lobby Agoria, Multisector Federation of the Technology Industry ( Manuel Kolp 29 Conclusion New IT domains distributed) for the Enterprise (open, dynamic, Virtual Enterprises / Communities, E-MarketPlaces, TeamWare Social Environments Architectures in terms of requirements and social modeling concepts Social Structures, Conceptual Framework, ADL Agent-Based Architectures as Social Styles Details in terms of social design patterns Narrows the gap requirements / design Manuel Kolp 30

be www.pepite.be) Manex (Network and Software Solutions, http://www.manex.be www.manex.be) Devstage (Web applications, http://www.devstage.com www.devstage.com) Evadix (E-Publishing, http://www.

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