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Communications Education

The Analysis of Workflow Analysis? 24

ziploclogic asks: "Much of my days are taken up performing workflow analysis for courts. For the past few years I have worked for a company implementing their off-the-shelf Integrated Court Management system. While our products are among the best in the industry, I find it difficult to keep my analysis notes organized. The judicial process can vary greatly from state to state as well as from county to county. As to be expected, not one court has been a 100% match to our software. This leads to hours of spec writing for programming changes that must be derived from my notes. Keeping my information organized so that I can prepare said specifications and training plans prove to be a nightmare at times. I have tried one solution that seems to work well for my humble web design company where I send myself gMails with specific keywords in the subject line. This provides for sorting and [later] message retrieval. However, I can leave a court with notebooks [plural] full of workflow analysis notes that I have to decipher in the evenings. I would be interested to learn how others keep their analysis notes organized, especially when working with multiple clients and with multiple [individuals] departments within those clients. Thanks!"
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The Analysis of Workflow Analysis?

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  • I find that keeping outlines really helps. If I am using my TiBook then this is usually done in OmniOutliner [omnigroup.com], though I'm not averse to using Outline Mode in Emacs if I need to share these with others not using Mac OS X. For me being able to categorize my ideas in a hierarchical manner is a Good Thing. In times long gone I used to use Symantec's "MORE II", then UserLand's Frontier... outlines have been a consistent part of my design process.

    You can also find good outliners for Palmtops as well, though it h

  • by daviddennis ( 10926 ) <david@amazing.com> on Saturday December 18, 2004 @12:41PM (#11124624) Homepage
    Get a laptop and create a folder for each court.

    Take notes using your computer and save them into the appropriate folder. That eliminates the "scrawl" problem.

    If you're going to visit the court many times, include the date in your file name.

    If you have the need to do a lot of diagrams, this is one instance where a tablet PC or equivalent might be useful. I normally don't like them, but I'm the type of guy who can't read what he's scribbled five minutes after doing the scribbling.

    Hope that helps.

    D
    • There lies the rub - judges et al court staff are not very receptive to my bringing a laptop into our gap analysis sessions. I thought I would try recording my conversations, but found that to be even more difficult.

      So, I've reverted to pad and paper.

      Long story made short:

      One court wanted to go paperless ...even found nifty little LCD's about the size of letter sized paper so that judge could view the docket electronically.

      What I thought was a good solution was, "...an insulting presumption." Judges and
      • I hate to say it, but due to this, most of the methods slashdot is likely to come up with, won't work.

        Having said that, here's my idea:
        1. Create a "blue dots" grid page with an inkjet printer- print out several hundred of these.
        2. At the top of each page- connect the dots with BLACK ink to form a date-time stamp. Write your notes in block printing in black, something that an OCR will recognize, using the blue dots as a guide.
        3. Ship your notes to some low-paid college co-op at the home office for scann
  • by rusty0101 ( 565565 ) on Saturday December 18, 2004 @12:48PM (#11124649) Homepage Journal
    Most of the MS Office tools allow you to save meta informaiton in the ile Properties dialog. It would be nice if this could be automatically filled in based upon the content of the file, but even then you would have to tidy it up.

    Obviously there are a few desktop search tools available to use for keeping track of this information.

    If you are using Oo.o instead of MSOfice, you should find the same capabilities for saving meta information.

    Another option is to set up a 'keyword' field within documents that you are creating in ordinary text editors. Or set up a template that you use for each applicaiton with fields specifically for various meta information.

    Some others will point out that you should be using some xml to keep track of this. No argument, just haven't used it so can't advocate it.

    You may also want to create an index.html file in each directory you keep specific customer files in, where you document the keywords that are appropriate for that customer. Obviously those keywords should appear somewhere in the content files for those customers as well, otherwise it will be of little help.

    I believe that Google sells an Intranet server that you can use to index your internal documents and internal users only would have access to those documents.

    I am reasonably sure that there are other search tools available, WAIS, plugins for ZOPE, etc. that may help you as well.

    The worst part of keeping track of documents is that somewhere along the line someone is going to forget about updating the kewords in a file as it is copied into a new directory for a different customer. For some time after that, the indexes will bring up the wrong file with a keyword search. This will ultimately be fixed when someone finds that file while looking for something else, and realizes what needs to be fixed, and corrects it for you. Then you have to wait for the document to be re-indexed. Versioning will probably create a few problems with that as well.

    Good luck.

    -Rusty
  • Try a lightweight tablet pc and microsoft onenote. Add on google's search utility and you'd have it all.
  • I use Treepad (Score:4, Interesting)

    by rhild ( 659603 ) on Saturday December 18, 2004 @01:22PM (#11124857) Homepage
    Check out Treepad. [treepad.com]

    You make a tree in the left-hand pane to orgranize the contents in the right-hand pane. The contents can be text you type or paste in, links to files, links to other nodes in the tree, Web links, etc.

    The contents are also searchable so you can find things that cut across the hierarchy you've created. To make your notes available to others, there is a free viewer you can give to people, or you can also export to a website. The exported website includes a javascript tree so it can be navigated the same as the program.

    There is s free version for both Windows and Linux that may do everything you need. I use the 'Business' edition that has more features and was less than $50.
  • Sorry, but I wonder that such a question wents through the submission process ...

    Are you an educated analyst? I wonder how you do your analysis? I mean, you only make "verbal notes" in "text files"?

    What about doing activity diagrams (or flowcharts)? With every activity having an entry condition (precondition in UML) and a goal/result (postcondition in UML)?

    You would use a CASE system for that like "Enterprise Architect" (googel for it, its about $200 and beats tools like Rational Rose by far). Depending
    • by thedude ( 13214 ) on Saturday December 18, 2004 @05:12PM (#11126196) Homepage
      We don't know he doesn't use a CASE system. The OP mentioned that his process is:
      - go to client site
      - lern workflow, take notes on it
      - at end of day, go back to hotel and push things into a format for developers (which may or may be CASE/ UML)

      The OP, I think, is really asking something along the lines of "I get tons of info thrown at me by non technical people and need to feed it into some other system to make my programmers happy. Who knows a way of accepting tons of semi-structured, possibly random, and always interrelated data so it can be rearragned and cut up into bite size pieces for some other formalized system without making my eyes bleed?"

      I think the two best suggestions here have been:

      - Wiki (perhaps not only for you, but for the end client as well, so they can see exactly what you're taking back to your programmers and fix mistakes and add details before it goes out)

      - Treenode.. never heard of it, but sounds useful.

      One thing that has not come up yet is what you do with your client before you show up at their site. If you're getting *that* much info per-client I betcha that you could come up with a standardized set of questions for them to answer before you even step on a plane. That should reduce your onsite workload and allow you to better grasp their workflow while onsite.

      Maybe you already do this...
      • I really like the idea of using a wiki to make the analysis available to both the clients and the programmers. We use a homegrown CASE tool which - leaves a lot to be desired. The biggest problem with our market are the vast differences in work flows between clients. Trying to think of the right questions when taking into consideration local laws proves to be a huge task. I was surprised to discover that a practice in one state regarding criminal procedure could actually be unlawful in another state. Then
    • by crmartin ( 98227 ) on Sunday December 19, 2004 @01:47AM (#11128426)
      Well, I'm certainly an "educated analyst" going back to the days when "GOTO considered harmful" was the cutting edge and from the question I infer with near-100 percent certainty that you're not one. You may be educated, but you've certainly never had to perform an actual meet people in their offices and ask questions analysis task.

      You don't develop preconditions, use CASE tools, or define formal workflows in those sessions; you do that after days or weeks of asking questios, accumulating data, and making vague sketches on whiteboards. Before you can do a brilliant analysis, you've got to know something to be brilliant about.

      Now, having disposed of that, I'd say that you may not be running into a computer tools problem as much as you're running into an intellectual tools problem. Personally, I find the linear notes on a page model to be badly bandwidth-limited; for that kind of analysis, I like to use a big drawing pad (like this one [staples.com], except Office Max sells one with half-inch quadrille I like better, but it's not on their web site for some reason) and many colors of pen and highlighter.

      I use them to accumulate a series of "mind maps" (see http://www.google.com/search?complete=1&hl=en&q=mi nd+mapping&btnG=Google+Search [google.com] for some examples) to build up a picture of the information.

      Label each page on a consistent edge with date and time in a consistent format; AFTER the session is done, write some keywords on an orthogonal edge of the paper to remind yourself what the session told you.
      • Hu ho ...

        So I should not have dare to ask wether he is an educated analyst :D

        so this post is rather insightful: http://ask.slashdot.org/comments.pl?sid=132992&ci d =11126196 because he "translated" my wondering by reformulating the original question. Which makes sense (to me) now.

        While your post is rather insulting.

        Yes, I'm likely as old as you and do business in computer sciense since far over 20 years. So your 100% certainty failed you.

        And yes: I come with a CASE system to my customer when I ask
  • Instiki (Score:4, Interesting)

    by GeorgeH ( 5469 ) on Saturday December 18, 2004 @01:42PM (#11124961) Homepage Journal
    I use Instiki [instiki.org] for my notes and can't live without it. Because it's a Wiki I can create WikiWords that force me to flesh out stuff that I might otherwise overlook. If you have a Mac or Linux the installation is super-simple, not sure how hard it is on Windows.
  • Is that related to "The Department of Redundancy Department"?
  • I find it is always the people who are well organized who worry about how well organized they are.
  • Wikis are great for this. You can organize on the fly, interlink between topics, and edit quickly. I coerced my company into implementing a wiki for all of our stuff, and I have one installed on my laptop for my own notes. We use the same software as Wikipedia - it's free and easy to use.
  • Workflow Analysis (Score:3, Interesting)

    by drissel ( 123701 ) on Saturday December 18, 2004 @05:24PM (#11126264) Homepage
    I once had a job trying to routinize software production (don't laugh yet). Every workflow tool we tried !required! that we do things the way the tool wanted them done. Even tho the suppliers claimed that the tool could be customized, when all was said and done, the tool could not be made flexible enough.

    We ended up writing our own tool. (Laugh now) None of the managers were interested; none of the programmers were interested even tho the project promised to handle a lot of routine paperwork automatically.

    This was ten years ago. Are contemporary workflow tools any better?

    Regards,
    Bill
  • Really, I could suggest any bullsh*t method of analyzing your workflow analysis, but how would you know that I've given you a worthwhile answer?

    Therefore, I think I need to ask the question: how do we analyze our analysis of workflow analysis?

If all else fails, lower your standards.

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