ContinuingCase: Personal Trainer, Inc.
Personal Trainer, Inc. owns and operates fitness centers in a dozen Midwestern cities. The centers have done well,
and the company is planning an international expansion by opening a new “supercenter” in the Toronto area.
Personal Trainer’s president, Cassia Umi, hired an IT consultant, Susan Park, to help develop an information
system for the new facil ity. During the project, Susan will work closely with Gray Lewis, who will manage the new
operation.
Background
During requirements modeling for the new system, Susan Park met with fitness center managers at several
Personal Trainer locations. She conducted a series of interviews, reviewed company records, observed business
operations, analyzed the BumbleBee accounting software, and studied a sample of sales and bil ling transactions.
Susan’s objective was to develop a l ist of system requirements for the proposed system.
Fact-Finding Summary
• A typical center has 300–500 members, with two membership levels: full and limited. Full members have
access to all activities. Limited members are restricted to activities they have selected, but they can
participate in other activities by paying a usage fee. All members have charge privileges. Charges for
merchandise and services are recorded on a charge slip, which is signed by the member.
• At the end of each day, cash sales and charges are entered into the BumbleBee accounting software,
which runs on a computer workstation at each location. Daily cash receipts ar e deposited in a local bank
and credited to the corporate Personal Trainer account. The BumbleBee program produces a daily activity
report with a l isting of all sales transactions.
• At the end of the month, the local manager uses BumbleBee to transmit an a ccounts receivable summary
to the Personal Trainer headquarters in Chicago, where member statements are prepared and mailed.
Members mail their payments to the Personal Trainer headquarters, where the payment is applied to the
member account.
• The BumbleBee program stores basic member information, but does not include information about
member preferences, activities, and history.
• Currently, the BumbleBee program produces one local report (the daily activity report) and three reports
that are prepared at the headquarters location: a monthly member sales report, an exception report for
inactive members and late payers, and a quarterly profit-and- loss report that shows a breakdown of
revenue and costs for each separate activity.
During the interviews, Susan received a number of “wish list” comments from managers and staff
members. For example, managers want more analytical features so they can spot trends and launch
special promotions and temporary discounts. Managers also want better information about the
profitability of specific business activities at their centers, instead of bottom-line totals.
Several managers want to offer computerized activity and wellness logs, fitness coaching for seniors, and
various social networking options, including e-mail communications, fitness blogs, Facebook, and Twitter
posts. Staff members want better ways to handle information about part-time instructors and trainers,
and several people suggested using scannable ID cards to capture data.
IT 510 Module Three Homework Activity Guidelines and Rubric
Using the case study Continuing Case: Personal Trainer, Inc., you will create a systems requirement checklist with text descriptions included for each entity below,
to be submitted as a Word document:
Outputs
Inputs
Processes
Performance
Controls (i.e., security)
To complete the assignment, describe your approach to this task, specifically regarding how a systems analyst transposes information into requirements.
Consider in your document the problem of incorrect interpretation of a requirement. Is this normal? Describe how iterations of requirements can help resolve
incorrect interpretation.
Rubric
Guidelines for Submission: Homework Activity Module Three should follow these formatting guidelines: 2–3 pages, double-spacing, provides 3–5 examples of
each checklist entity, 12-point Times New Roman font, one-inch margins, and citations in APA.
Critical Elements Proficient (100%) Needs Improvement (55%) Not Evident (0%) Value
Approach Each section of the requirements
checklist is substantiated with a
brief explanation to demonstrate
how to resolve translation issues
Explanations required in
requirements checklist
insufficiently demonstrate how to
resolve the translation issues
Does not provide explanation for
the sections within the
requirements checklist
40
Interpretation Explains how iterations can assist
in resolving incorrect
interpretations
Insufficiently explains the use of
iterations in correcting inaccurate
interpretations
Does not address incorrect
interpretations and/or does not
explain the benefits of iterations
40
Articulation of
Response
Submission has no major errors
related to citations, grammar,
spelling, syntax, or organization
Submission has major errors
related to citations, grammar,
spelling, syntax, or organization
that negatively impact readability
and articulation of main ideas
Submission has critical errors
related to citations, grammar,
spelling, syntax, or organization
that prevent understanding of
ideas
20
Earned Total 100%
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