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The term “work system” has been used loosely in many areas. A notable use of the term
occurred in 1977 in the first volume of MIS Quarterly in two articles by Bostrom and Heinen
(1977). Later Sumner and Ryan (1994) used it to explain problems in the adoption of CASE
(computer aided software engineering). A number of socio-technical systems researchers such
as Trist and Mumford also used the term occasionally, but seemed not to define it in detail. In
contrast, the work system approach defines work system carefully and uses it as a basic
analytical concept.
Definition. A work system is a system in which human participants and/or machines perform
work using information, technology, and other resources to produce products and/or services
for internal or external customers. Typical business organizations contain work systems that
procure materials from suppliers, produce products, deliver products to customers, find
customers, create financial reports, hire employees, coordinate work across departments, and
perform many other functions.
Special cases. The work system concept is like a common denominator for many of the types
of systems that operate within or across organizations. Operational information systems,
service systems, projects, supply chains, and ecommerce web sites can all be viewed as
special cases of work systems. An information system is a work system whose processes
and activities are devoted to processing information. A service system is a work system that
produces services for its customers. A project is a work system designed to produce a product
and then go out of existence. A supply chain is an inter-organizational work system devoted
to procuring materials and other inputs required to produce a firm’s products. An ecommerce
web site can be viewed as a work system in which a buyer uses a seller’s web site to obtain
product information and perform purchase transactions. The relationship between work
systems in general and the special cases implies that the same basic concepts apply to all of
the special cases, which also have their own specialized vocabulary. In turn, this implies that
much of the body of knowledge for the current information systems discipline can be organized
around a work system core.
Specific information systems exist to support (other) work systems. Many different degrees of
overlap are possible between an information system and a work system that it supports. For
example, an information system might provide information for a non-overlapping work system,
as happens when a commercial marketing survey provides information to a firm’s marketing
managers. In other cases, an information system may be an integral part of a work system, as
happens in highly automated manufacturing and in ecommerce web sites. In these situations,
participants in the work system are also participants in the information system, the work
system cannot operate properly without the information system, and the information system
has little significance outside of the work system.
This slightly updated version of the work system framework replaces “work practices” with
processes and activities.
Processes and activities include everything that happens within the work system. The term
processes and activities is used instead of the term business process because many work
systems do not contain highly structured business processes involving a prescribed sequence
of steps, each of which is triggered in a pre-defined manner. Such processes are sometimes
described as “artful processes” whose sequence and content “depend on the skills,
experience, and judgment of the primary actors.” (Hill et al, 2006) In effect, business process is
but one of a number of different perspectives for analyzing the activities within a work system.
Other perspectives with their own valuable concepts and terminology include decision-making,
communication, coordination, control, and information processing.
Participants are people who perform the work. Some may use computers and IT extensively,
whereas others may use little or no technology. When analyzing a work system the more
encompassing role of work system participant is more important than the more limited role of
technology user (whether or not particular participants happen to be technology users)
Information includes codified and non-codified information used and created as participants
perform their work. Information may or may not be computerized. Data not related to the work
system is not directly relevant, making the distinction between data and information secondary
when describing or analyzing a work system. Knowledge can be viewed as a special case of
information.
Technologies include tools (such as cell phones, projectors, spreadsheet software, and
automobiles) and techniques (such as management by objectives, optimization, and remote
tracking) that work system participants use while doing their work.
Products and services are the combination of physical things, information, and services that
the work system produces. This may include physical products, information products, services,
intangibles such as enjoyment and peace of mind, and social products such as arrangements,
agreements, and organizations.
Customers are people who receive direct benefit from products and services the work system
produces. They include external customers who receive the organization's products and/or
services and internal customers who are employees or contractors working inside the
organization.
Infrastructure includes human, informational, and technical resources that the work system
relies on even though these resources exist and are managed outside of it and are shared with
other work systems. For example, technical infrastructure includes computer networks,
programming languages, and other technologies shared by other work systems and often
hidden or invisible to work system participants.
Strategies include the strategies of the work system and of the department(s) and
enterprise(s) within which the work system exists. Strategies at the department and enterprise
level may help in explaining why the work system operates as it does and whether it is
operating properly.
This model encompasses both planned and unplanned change. Planned change occurs
through a full iteration encompassing the four phases, i.e., starting with an operation and
maintenance phase, flowing through initiation, development, and implementation, and arriving
at a new operation and maintenance phase. Unplanned change occurs through fixes,
adaptations, and experimentation that can occur within any phase. The phases include the
following activities:
The pictorial representation of the work system life cycle model places the four phases at the
vertices of rectangle. Forward and backward arrows between each successive pair of phases
indicate the planned sequence of phrase and allow the possibility of returning to a previous
phase if necessary. To encompass both planned and unplanned change, each phase has an
inward facing arrow to denote unanticipated opportunities and unanticipated adaptations,
thereby recognizing the importance of diffusion of innovation, experimentation, adaptation,
emergent change, and path dependence.
The work system life cycle model is iterative and includes both planned and unplanned
change. It is fundamentally different from the frequently cited system development life cycle
(SDLC), which actually describes projects that attempt to produce software or produce
changes in a work system. Current versions of the SDLC may contain iterations but they are
basically iterations within a project. More important, the system in the SDLC is a basically a
technical artifact that is being programmed. In contrast, the system in the WSLC is a work
system that evolves over time through multiple iterations. That evolution occurs through a
combination of defined projects and incremental changes resulting from small adaptations and
experimentation. In contrast with control-oriented versions of the SDLC, the WSLC treats
unplanned changes as part of a work system’s natural evolution.
Results from analyses of real world systems by typical employed MBA and EMBA students
indicate that a systems analysis method for business professionals must be much more
prescriptive than soft system methodology (Checkland, 1999). While not a straitjacket, it must
be at least somewhat procedural and must provide vocabulary and analysis concepts while at
the same time encouraging the user to perform the analysis at whatever level of detail is
appropriate for the task at hand.
A problem solving approach. The latest version of the work system method is organized
around a general problem-solving outline that includes:
•Identify the problem or opportunity
•Identify the work system that has that problem or opportunity (plus relevant constraints and
other considerations)
•Use the work system framework to summarize the work system
•Gather relevant data.
•Analyze using design characteristics, measures of performance, and work system
principles.
•Identify possibilities for improvement.
•Decide what to recommend
•Justify the recommendation using relevant metrics and work system principles.
For business professionals. In contrast to systems analysis and design methods for IT
professionals who need to produce a rigorous, totally consistent definition of a computerized
system, the work system method:
•encourages the user to decide how deep to go
•makes explicit use of the work system framework and work system life cycle model
•makes explicit use of work system principles.
•makes explicit use of characteristics and metrics for the work system and its elements.
•includes work system participants as part of the system (not just users of the software)
•includes codified and non-codified information
•includes IT and non-IT technologies.
•suggests that recommendations specify which work system improvements rely on IS
changes, which recommended work system changes don’t rely on IS changes, and
which recommended IS changes won’t affect the work system’s operational form.