Establishing Project Requirements

Without question, the number one reason for a software project's downfall is the failure to gather adequate requirements, and gather them correctly. Anyone undertaking a project to deploy Crystal Enterprise must take the time to discover exactly what the tool is required to accomplish. This need is initially defined by the business problem. Remember, the business problem should be considered the starting point for a Crystal Enterprise solution, allowing the enterprise reporting technology to be embraced and extended to an entire organization.

CAUTION

Don't get caught stating technical solutions as requirements rather than the true requirements. For example you might state a requirement that: "I want to produce .pdf files from a report." This is actually a solution statement! If you examine why you made this statement, you might see that you thought an Adobe Acrobat (.pdf) file would enable you to share information over the Web. In that case, your requirement should state: "End users can all see the information on Internet Explorer and Netscape browsers on the corporate network." The technical solution to this problem arrives in the next phase, and stating technical solutions instead of actual requirements is a typical and costly mistake.

With these points in mind, some of the key questions that need to be considered when defining the requirements for a deployment of Crystal Enterprise involve four concepts: users, user interfaces, reports, and environments. The following lists show the important questions that should be considered:

Users

User Interface

Reports

Environment

Crystal Enterprise is a complex enterprise reporting and information delivery product that involves many systems, from databases to operating systems and development platforms. Troubleshooting issues with Crystal Enterprise might not have anything to do with Crystal Enterprise at all. More often than not, issues with reports often lie with database access, operating system permissions, and the like. It's of paramount importance that system administrators understand the spectrum of these issues.

The previous list of questions is by no means complete. It is meant to be a solid foundation from which to formulate an implementation plan. Ideally, the temptation to install any software until after this stage is complete can be resisted.

Each answer should lead a Crystal Enterprise deployment manager to create an action item for delivery before, during, and after the project. For example, the answer to the question "What is the projected growth of the Crystal Enterprise system?" might be "Company A currently derives about $100M in annual revenue and has 200 employees. During the next two years we hope to double in size." This can lead to the deduction that, although current hardware availability will allow for an initial implementation of the project without further hardware and software purchase or budgeting, scalability planning should be performed or at least considered for future growth.

It might be useful to build these questions into a questionnaire format, breaking the organization down into management, users, and IT department members. Submitting a questionnaire or having interviews with the end-user community are exceptional ways to get buy-in from all project stakeholders.

Developing the Application (Customizing Crystal Enterprise)

Although Crystal Enterprise comes with several out-of-the-box client applications such as the Web Desktop, this doesn't exclude the customization of one of those applications or development of a completely custom solution from the ground up. The good news is if an organization is deploying the Web Desktop without any customizations, this section can be skipped entirely.

The development of a Crystal Enterprise application can be very personal. Whatever the approach, it should follow these guidelines:

Completing User Acceptance Testing and Deployment

This phase should deliver the 99.9% finished application to a defined user base. End users should take the Crystal Enterprise application front end and follow a testing script that is given to them at the beginning of the phase. Users then should document and return their findings to the project team, and any last-minute changes will be made to the code.

This process could go through as many iterations required for the users to finally put a check in the box that says, "We are satisfied." As mentioned previously, user acceptance ensures a successful project.

When the users are happy, the application can be deployed in a production environment.

Moving to the Support and Maintenance Phase

After the application enters production, users should know who to call for support. This can be achieved through access to defined members of the project team, an organization's internal support desk, or an outsourced tech support organization. The Crystal Enterprise application manager should keep a log of issues, bugs, and any user feedback so that, where relevant, this information can be implemented in the current application and any future releases.

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