FORM 2
THE PATENTS ACT, 1970
(39 of 1970)
&
THE PATENTS RULES, 2003
COMPLETE SPECIFICATION
(See section 10, rule 13)
/. Title of the invention: SYSTEMS AND METHODS FOR CONTEXT UNDERSTANDING
FOR DEVELOPING A SOFTWARE SOLUTION FOR A PROJECT
2. Appliant(s)
NAME NATIONALITY ADDRESS
TATA CONSULTANCY Indian Nirmal Building, 9th Floor,
SERVICES LIMITED Nariman Point,
Mumbai-400021, Maharashtra India
3. Preamble to the description
COMPLETE SPECIFICATION
The following specification particularly describes the invention and the manner in which it
is to be performed.

TECHNICAL FIELD
[0001] The present subject matter described herein, in general, relates to systems and
method for context understanding in order to develop a software solution for a project.
BACKGROUND
[0002] Information Technology (IT) organizations are in a business of developing
software solutions for a gamut of projects. In order to develop software solutions for such projects, the IT organizations need to understand the context of these projects holistically. The context of a project may be understood as the requirements that the software solution being designed for a project needs to be fulfilled. For example, a project of providing Unique Identification (UID) number to all the citizens of India is massively complex and it is imperative to understand each and every aspect of this project entirely in order to design a software solution for this project. In order to understand such projects various manual approaches are typically used. For example, flowcharts, algorithms, cause and effect diagrams, and other methods may be used to understand such projects.
SUMMARY
[0003] This summary is provided to introduce concepts related to systems and methods
for facilitating context understanding for developing a software solution for a project, and the concepts are further described below in the detailed description. This summary is not intended to identify essential features of the claimed subject matter nor is it intended for use in determining or limiting the scope of the claimed subject matter.
[0004] In one implementation, a method for facilitating context understanding for
developing a software solution for a project is disclosed. The method further comprises generating a cybernetics influence diagram (CID) using a plurality of parameters. The CID is indicative of a relationship of at least one parameter of a plurality of parameters with at least another parameter of the plurality of parameters. The method further comprises identifying at least one parameter from amongst the plurality of parameters as a key thrust area (KTA) based upon threshold rules. The threshold rules are based upon the relationship of the parameters with

one another. The method further comprises receiving a set of stakeholder objectives from a user. The set of stakeholder objectives is associated with the project. The method further comprises generating a traceability matrix template to facilitate mapping of the KTA against the set of stakeholder objectives.
BRIEF DESCRIPTION OF THE DRAWINGS
[0005] The detailed description is described with reference to the accompanying figures.
In the figures, the left-most digit(s) of a reference number identifies the figure in which the reference number first appears. The same numbers are used throughout the drawings to reference like features and components.
[0006] Figure 1 shows an example of a project taken up by an IT organization, in
accordance with an embodiment of the present disclosure.
[0007] Figure 2A shows a Cybernetics Influence Diagram (CID) for the project shown in
Figure I, in accordance with an embodiment of the present disclosure.
[0008] Figure 2B shows a Cybernetics Influence Diagram (CID) for another project in
accordance with an embodiment of the present disclosure.
[0009] Figure 3 illustrates a network implementation of a system for facilitating context
understanding for developing a software solution for a project, in accordance with an embodiment of the present subject matter.
[0010] Figure 4 shows a flowchart illustrating a method for facilitating context
understanding for developing a software solution for a project, in accordance with an embodiment of the present subject matter.
DETAILED DESCRIPTION
[0011] Systems and methods for facilitating context understanding for developing a
software solution for a project and simultaneously reducing human effort involved in comprehending such project are described. In one implementation, an Information Technology (IT) organization may need to develop software solutions for various projects ranging from simple to overly complex and gigantic ones. These projects may include business contexts, problems associated with such business contexts, needs of the business context, or any other task needing a software solution. Such projects have to be understood holistically from a plurality of

vantage points. For example, Unique Identification (UID) project is a project of providing UID number to more than a billion people in India and is overly complex considering the diversity of people living in India, and therefore this project of providing a UID number must be understood in its entirety before one or more software solutions may be developed to facilitate the UID project. Further, in various projects, complexities may arise due to involvement of a large number of stakeholders, each having numerous requirements that the software solution may be required to cater to.
[0012] Conventionally, IT organizations use several models to facilitate building
software solutions for such projects. However, gathering business requirements for the project has often been overlooked in terms of robust techniques and methodologies. In order to gather business requirements, several techniques have been used conventionally. These techniques included developing cause and effect diagrams, flowcharts, and algorithms of important aspects of the projects in order to understand the project. These techniques focused on capturing the business requirements from a limited stakeholder perspective. Although these techniques helped in capturing a lot of data, comprehending this data was a problem due to the haphazard way of collection of this data. Further, these techniques involve a lot of human effort and time. Furthermore, these techniques do not provide holistic, meticulous, and systematic way of comprehending projects that may be complex in nature. Moreover, these techniques are unable to extract information about each and every aspect of the project. Therefore, the use of such techniques is inefficient, and leaves gaps and challenges in understanding the projects. These gaps and challenges result in a lack of in-depth knowledge of the project, thereby resulting in a plurality of issues. The plurality of issues includes rework during later stages of software solution development for the project, and an increase in cost, resources, and time to deliver such software solutions. In some scenarios, such challenges may also lead to shelving of the projects. Further, such gaps in the understanding of the project may leave a negative impression on client's mind about the IT organization.
[0013] In order to avoid such issues, the present subject matter provides a method and a
system for facilitating holistic comprehension of a project and simultaneously reducing human effort involved in comprehending a project for which a software solution is to be developed. Further, the method and system facilitate meticulous and systematic comprehension of such projects. In one implementation, the present subject matter requires a user to provide a plurality

of parameters associated with the project. The plurality of parameters provides specific details about the project and includes relevant empirical and theoretical information about the project. In one example, if the project is to provide UID numbers to all Indians, then the plurality of parameters may include details relating to agents who may be involved in generating the U1D numbers, a list of documents required from the people for the generation of UID number, centers to be chosen for UID generation, techniques to avoid fraudulent activities, salary of agents, and the like.
[0014] Using the plurality of parameters, a cybernetics influence diagram (C1D) may be
generated. A CID is a qualitative model or diagram which helps to understand a context of the project for which a software solution is to be designed. The CID is generated using the plurality of parameters, Further, the CID considers various perspectives and aspects of the project from a wide range of sources and people with roles in the project. These perceptions and aspects are captured in the form of parameters with qualitative relationship between them to depict in a graphical format as CID. Further, the CID is based upon influences of the parameters on one another and provides a holistic perspective of the project and enables the organization to refine one or more issues associated with the project. Furthermore, based upon the CID, certain Key Thrust Areas (KTAs) may be indentified. The KTAs are indicative of key issues that need to be addressed for successful implementation of the project.
[0015] Along with the generation of the CID, a stakeholder framework associated with
the project may also be generated based upon a user input. The stakeholder framework provides a basis for understanding the project through a stakeholder lens. The stakeholder framework comprises identifying stakeholders involved in the project, needs associated with the stakeholders, system factors that can be altered, and constraints that come in the way of fulfilling the needs. Further, the stakeholder framework may be used to capture internal as well as external perspective of the project. Based upon the stakeholder framework, a set of stakeholder objectives may also be derived systemically. Each stakeholder objective of the set of stakeholder objectives satisfies one or more needs of the stakeholders either by overcoming a constraint or by changing an alterable. Referring to the example of the UID project, the stakeholders that are involved in the project may include representatives of the government of India, the IT service provider who is allocated the task of developing the software solution for the UID project, the people who will

be employed as agents for working on this project, and the individuals for whom the UID numbers will be generated.
[0016] Subsequently, based upon the CID and the stakeholder framework, a traceability
matrix template may be generated automatically. The traceability matrix template facilitates mapping of the key thrust areas against the set of stakeholder objectives. Mapping of the key thrust areas against the set of stakeholder objectives provides information about potential addressing of one or more KTAs by one or more stakeholder objectives. The traceability matrix template ensures systemic traceability between the CID and stakeholder framework and validates the context understanding of the project from both the CID and stakeholder framework. Further, the traceability matrix template may also help in identifying other focus areas which may have been missed out while detailing out the CID and were important from stakeholder perspective.
[0017] Therefore, it may be understood that the present subject matter provides a system
and a method for facilitating holistic comprehension of a project by furnishing two techniques, namely, CID and stakeholder framework. Further, the system and method provide templates and predefined rules for reducing human effort involved in comprehending such project. Further, the system and the method may also be used to chart out a roadmap for developing a software solution for various projects.
[0018] While aspects of described system and method for facilitating holistic
comprehension of a project and simultaneously reducing human effort involved in comprehending such project may be implemented in any number of different computing systems, environments, and/or configurations, the embodiments are described in the context of the following exemplary system.
[0019] Referring now to Figure 1, a specific example of a project taken up by an IT
organization is shown. The project, namely, financial inclusion is related to providing access to financial products/services from a formal financial system to thousands of people living in remote areas in India. Although, the present subject matter is explained considering the project to be financial inclusion (FI), it may be understood by a person skilled in the art that the system and method described herein may be applied to any other project. In the present example, Figure 1 provides a scope, boundary, and a descriptive scenario of the project i.e., the FI. FI is an initiative of the Indian government to deliver banking services, such as access to payments and

remittance services 102, savings account 104, loans 106, financial advice 108, insurance services 110, small value loans 112, postal remittances 114, and postal savings accounts 116 as shown in Figure 1. These banking services may be provided by various service providers, such as banks 118, insurance companies 120, Mutual Fund Investment/Non-Governmental Organizations 122, and post offices 124. Further, these banking services are delivered at an affordable cost to a vast section of underprivileged, disadvantaged, and low income group in India.
[0020] With a purpose of providing the above mentioned banking services, the Reserve
Bank of India (RBI) permitted banks to use intermediaries as Business Facilitators (BF) or Business Correspondents (BC) for providing Financial and banking services to such people. The BCs should conduct banking business as agents of the banks at places other than the bank premises. The banks should be given a mandate to provide financial services in 73000 villages, each with population of more than 2000. The project has a mandate to provide banking services to more than 30 million unbanked people across India. The project is a bit different from the typical projects that are done by IT companies as it involves numerous external stakeholders like RBI, banks, BCs, and village administration which has strong influence. Since this is a pan India project, it should be more organized and standard processes and procedures are required for its implementation.
[0021] Given the enormity of the project, the banks may either outsource the
implementation of the project to an IT company for developing a software solution for managing the complete project or may develop the software solution within the bank with the help of a software team. The present subject matter may be explained considering that the software solution for the project is developed by an IT organization. As the IT organization is to implement the project, the IT organization may partner with different organizations to provide BC services. These organizations should select BC agents and BC coordinators following the RBI guidelines for doing so. The BC agents should work on behalf of banks in the unbanked areas. Further, the BC agents should be imparted training about various business processes, financial products/services, use of technology delivery mechanisms, reporting of details to bank branches, and the like.
[0022] Every BC agent should be attached to a bank branch which is known as bank base
branch for that BC agent. Once recruited by the bank, the BC agent should be given a Point of

Sale (POS) device to do banking operations. The POS device may have a webcam and a finger print reader. Further, every POS device may be loaded with a software application that is customized as per bank and the POS device. In order to enroll a customer for banking, the BC agent should collect customer details by following Know Your Customer (KYC) guidelines, getting an Account Opening Form (AOF) filled, collecting an identity proof (photocopy) and one passport size photo of the customer. The customer details may also include finger prints (at least 6) and photograph of the customer, both of which may be captured using the POS device. After the customer detail is registered in the POS device, an acknowledgement receipt should be sent to the customer regarding the same. The customer details should either be transferred to a server of the IT organization or should be collected by a BC coordinator in a hard drive.
[0023] Once or twice a week, a BC coordinators should also visit the villages and collect
the filled AOFs from the BC agents. The BC coordinators should also extract the customer details from the POS device possessed by the BC agents. While the AOF should be submitted to the bank base branch, the customer details should be sent to the server of the IT organization. Bank officials should validate the customer details present on the server against the physical AOFs and open the account. A list of all the people for whom the account is open should be sent to the IT organization for generating smart cards for the customers. The smart cards should be sent back to the BC agents who should distribute the smart cards and activate them after matching the customers' finger print with the fingerprints stored in the smart cards. Once the cards are distributed, the customers should be able to perform all the banking services shown in Figure 1. Example of the banking services may include services related to savings accounts, balance enquiry, mini statement, cash deposit, cash withdrawal, multiple debits/credits transfer, remittance, funds transfer, pension payments, other governmental disbursals, account closure, general Purpose Credit Card, loan/OD, loan disbursement, repayment, recovery, bill payments, sale and servicing of Insurance products, and the like.
[0024] Therefore, it may be understood that before a software solution may be developed
for a project; a scope, a boundary, and a descriptive scenario of the project may be illustrated as shown in Figure 1. Based upon the preliminary understanding of the project from Figure 1, a Cybernetics Influence Diagram (CID) may be generated as shown in Figure 2.

|0025] Referring to Figure 2A, a CID for the project FI is shown, in accordance with an
embodiment of the present subject matter. Although, in the present embodiment, the CID is generated for the project related to FI, it may be understood that the CID may be similarly generated for any another project, such as for 'claim processing' in an insurance company, as shown in Figure 2B. A CID, unlike a cause and effect diagram, is a qualitative model or diagram which helps to understand a context of the project for which a software solution is to be designed. The CID captures the project in hand and helps in understanding the project in form of a diagram as shown in Figures 2A and 2B. The CID depicts a collection of plurality of parameters associated with the project. The CID also depicts influences of the plurality of parameters on one another. Entities such as enterprise, person, place or things may be referred to as the plurality of parameters if these entities have a significant impact or are impacted significantly in the project. The CID may help the IT organization to reflect on or refine their ideas regarding the project. Further, the CID guides careful problem construction through broadening of issues until they can be explained. The CID helps the IT organization to model the project holistically in a short span of time and identifying pain areas, inter alia, in the project.
|0026] In order to generate a CID, at first, a problem description document may be
prepared. The problem description document comprises the plurality of parameters which are key elements associated with the project. The plurality of parameters may be derived by asking a set of questions relating to the project. These questions may revolve around, how, what, where, when, who, and why. These questions may help to get to the core of the project. In order to get to the core of the project and to identify all the parameters, one may start with a logical point. For example, the Figure 1 highlights a main objective of the FI project. The main objective is to provide banking services to people in remote areas. In order to fulfill this main objective, the plurality of parameters may be identified. In one example, 'providing a bank account' may be required to fulfill this main objective, thus providing a bank account is a logical point to start with and is one of the plurality of parameters shown in Figure 2A. In order to identify other parameters, the IT organization may ask, who needs an account, how can the account be provided, who all should be involved in providing the account, what should be the compensation of people involved in providing the account, how to maintain their motivation, how to make the process of providing accounts fraud free, and many other such questions to arrive at other parameters. It may be understood that as and when more and parameters are identified, more and

more questions may be pointed on to these parameters to identify even more parameters. Further, the questions may be asked to capture only key elements and their strong and direct relationships.
[0027] While identifying the parameters, influences or relationships between the
parameters may also be determined, In one implementation, influence of one parameter on the other may be determined. This may be done by starting at some logical point which may be a key to the project and build upon it. For example, the parameter 'need an account' would influence 'number of enrollments,' therefore an arrow originating from 'need an account' may go to the 'number of enrollments' as shown in Figure 2A. Similarly, the parameter 'need an account' may get influenced by certain parameters, such as 'financial schemes/services launched for FI,' promotion of FI at village level,' and 'awareness about FI at village level,' therefore the arrows may point towards the parameter 'need an account' from these three parameters. Similarly, the parameter 'number of enrolments' may be influenced by the certain parameters, such as 'ease of account opening,' quality of machine of POS application,' 'financial schemes/services launched for FI,' 'availability of good BC agents,' and many other such parameters. Therefore, these parameters point the arrows towards the parameter 'number of enrolments.' Therefore, the CID provides a holistic view of all the parameters associated with the project and also depict the influences of the parameters on one another as shown in Figure 2A and 2B.
[0028] After the CID is generated, the CID may be analyzed to identify feedback loops
and Key Thrust Areas (KTAs). The feedback loop provides an insight on pain areas of the project. If starting from any parameter A, a direction of influence/arrow is traced and leads back to the same parameter A, it is a feedback loop. Therefore, it may be assumed that parameter A is a pain area and necessary interventions may be needed to address the parameter A.
[0029] Further, as mentioned above, the CID may also be used to identify KTAs. KTAs
are the vital parameters in the plurality of parameters. The KTAs are the key points or focus areas to be considered or addressed for the developing a software solution for the project. KTAs may be key business requirements of the project in form of functional, non functional, and other requirements. The KTAs may be of two types, namely, merge points and burst points. The merge points and the burst points may be identified based upon certain threshold rules. In one implementation, according to these threshold rules, the merge points are those parameters where

at least three arrows converge, while the burst points are the parameters from which at least two arrows originate or diverge. However, in another implementation, the threshold rules may be different. In one example, for a parameter X to be a merge point, the threshold rules may require that the parameter X be influenced by at least three other parameters, i.e., the parameter X should have at least three inward pointing arrows. Similarly, for a parameter Y to be a burst point, the threshold rules may require that the parameter Y should influence at least two other parameters, i.e., the parameter Y should have at least two outward pointing arrows. In the present example shown in Figure 2A, the parameters 'awareness about F1 at village level,' 'number of enrolments,' 'quality of work of BC agents' are some of the merge points having at least three inward arrows as shown in Figure 2A. Whereas, the parameters 'standardization of BC operation,' 'compensation of BC organization employees,' 'visits by bank official to villages' are some of the burst points having at least two outward arrows. The KTAs identified in Figure 2A are, the number of enrollments, quality of work by BC agent, motivation level of BC agent, support to BC agent from the bank, synchronization b/w AOF and customer details stored in the POS devices, standardization of BC operations, financial schemes/services launched for FI, quality of machine of POS application, and visits by bank official to villages.
[0030] In one implementation, the CID may be generated based upon the user input
which may be provided, for example, as an influence matrix. The influence matrix captures influences between the parameters in a form of a table. The influence matrix may depict influence of one parameter on other parameters. In one example, an influence matrix shown in Table 1 below may be uploaded onto the system (shown in Figure 3) so that the system may generate the CIDs shown in Figures 2A and 2B:
Table 1: Influence matrix
PI P2 P3 P4
PI NO YES YES YES
P2 NO NO YES YES
P3 NO NO NO YES
P4 YES NO NO NO

|0031] The influence matrix shown as Table I includes parameters PI to P4 of the
plurality of parameter and the influences of parameters PI to P4 on one another. In the present implementation, the influence matrix may be used to extract the merge points, burst points, and the feedback loops. In order to determine merge points from the influence matrix, the sum of all 'YES' in a column X corresponding to a parameter in the column X is determined. For example, in the fourth column, there are 3 'Yes' corresponding to P4. Therefore, it may be inferred that P4 is a merge point with indegree 3 as three other parameters are influencing P4. Similarly, P3 is influenced by 2 other parameters and therefore the indegree is 2. Further, in order to determine burst points from the influence matrix, the sum of all 'YES1 in a row X corresponding to a parameter in the row X is determined. For example, in the first row, there are 3 'Yes' corresponding to PI. Therefore, it may be inferred that PI is a burst point with outdegree 3 as PI is influencing 3 other parameters. Similarly, P2 is influencing 2 other parameters and therefore the outdegree is 2. Furthermore, in order to determine feedback loops from the influence matrix, consider each parameter in each row. For example, consider the parameter PI in the first row. Against PI, there is a 'YES' in P2 in the first row. Further, there is a 'YES' in P3 and P4 in the same first row. Therefore, there exists a feedback loop from PI -> P2 -> P3-> P4 -> PI. Similarly, the other feedback loop i.e., PI -> P2 -> P4 -> PI may be determined.
10032] Uploading the influence matrix in the system (shown in Figure 3) may assist in
generation of the C1D. The influence matrix may help in deriving the following inferences:
Merge Points: P4 (indegree 3), P3 (indegree 2)
Burst Points: PI (outdegree 3), P2 (outdegree 2)
Feedback loop: PI -> P2 -» P4 ^ PI, and PI ~> P2-> P3^ P4 -^ PI
[0033] While the CID is generated and analyzed, a stakeholder framework may also be
generated simultaneously. The CID and the stakeholder framework help to validate the understanding of the project. The stakeholder framework provides a basis for understanding a context of the project through a stakeholder lens. Therefore, it may be understood that the project in hand may be understood using the CID as well as using the stakeholder framework, both of which may be used to identify any gap in understanding of the project. The stakeholder framework identifies various stakeholders associated with the project, their expectations from the project, and challenges faced to fulfill those expectations. The stakeholder framework also

captures internal as well as external perceptions of a problem situation associated with the project.
[0034] The stakeholder framework has four dimensions. A first dimension is associated
with the stakeholders involved in the project, a second dimension is associated with the needs of each stakeholder in view of the main objective, a third dimension is associated with alterable that the IT organization believes it can change or alter to achieve the main objective, and a fourth dimension is associated constraints that the IT organization thinks it can not change. As the four dimensions include Stakeholders, Needs, Alterables, and Constraints, an analysis of the project done in these four dimensions may be referred to as SNAC analysis. The SNAC analysis is used to generate a comprehensive and exhaustive set of stakeholder objectives for the IT organization.
|0035] A first step in the SNAC analysis is to prepare a descriptive scenario for the IT
organization about the project in hand. A descriptive scenario is a document that furnishes information relevant to the IT organization. The descriptive scenario may be screened for the plurality of parameters which are key elements and have significant relevance to the project described in the descriptive scenario. Next step in the SNAC analysis is to classify the parameters into four dimensions, namely, Stakeholders, Needs, Alterables, and Constraints. After the stakeholder framework is defined into four dimensions, the set of stakeholder objectives may be determined for the stakeholder framework. The set of stakeholder objectives is derived based on the criteria that each stakeholder objective of the set of stakeholder objectives satisfies one or more needs of the stakeholders either by overcoming a constraint and/or by changing an alterable. In one implementation, certain principles may be followed for defining the set of stakeholder objectives, the principles are: stakeholder objectives defined should be specific for realization by the IT organization, stakeholder objectives should be realizable, stakeholder objectives should be derived from needs of stakeholders, stakeholder objectives should be simple, measurable, achievable, relevant, and time bound. Further, in order to formulate the set of stakeholder objectives, certain steps may be followed: At first, stakeholders for achieving the main objectives of the project are identified. Subsequently, needs, alterable, and constraints are identified and validated by the stakeholders. Then the set of stakeholder objectives is defined based upon a criterion that one or more needs may be met by overcoming a related constraint and/or tweaking one or more alterables.

(0036] A generic criterion for defining each stakeholder objective of the set of
stakeholder objectives is:
Infinitive Verb + Objective of Infinitive + Qualifying Phrase or Constraint
In order to understand this, the following table may be considered:

Stakeholder Needs Alterables Constraints
Tribal Improved quality Quantity of MFP Quantity of
of life and better collected/procured MFP procured
livelihood • Replenishment forests of Forest potential • Funds for
opportunities Paying Remunerative Prices MFP
Funds for
Regularity operations in DR Depots of ECs (Essential Commodities)
Funds for DRs (Daily Requirements)
The table shown above captures a stakeholder, his need, related alterables, and constraints. As each stakeholder objective may satisfy a 'need' of the stakeholder either by overcoming a constraint or by changing an alterable, the form of a stakeholder objective may be defined using the following:
Infinitive Verb + Objective of Infinitive + Qualifying Phrase (maybe a Need) or Constraint or Alterable
i.e., To + Improve + Quality of Life of the Tribal by Paying Remunerative Prices
[0037] Table 2 shown below illustrates the SNAC analysis for the project related to F1
discussed in Figure 1. As discussed above in Figure 1, various stakeholders may be involved in fulfilling the main objectives of the project. The main objectives may be fulfilled by laying out 'needs' in the SNAC analysis shown in Table 2. For example, the 'need' to get easy and safe access to banking services and the 'need' to save and invest money for future use may help to fulfill the main objective of providing banking services to the people:

Table 2: Stakeholder framework/SNAC analysis for FI

Stakeholder objectives
[Meeds Constraints Organization responsible J
• To get easy and • Low awareness about • Ask the village leader • To provide better
safe access to BC agent model & and BC agent to call compensation to BC
banking services related banking services the bank officials and agents, coordinators,
and financial products explain the benefits of Technically Skilled
• To get access to banking services Persons and to pay of
multiple • Lack of realization of specially the BC salaries on time
government benefits of opening an agent model
schemes like account through BC • To standardize BC
NREGA, agent • Proactively enroll operations (at agent,
Scholarship through BC agent coordinator and district
schemes etc. • Lack of trust on BC manager level)
agent • Bank to use their
• To save and channels for • To comprehensively
invest money • Since the projects are enrollment monitor AOF/POS
for future use still in enrollment data, machines, agents
phase, people have not • Use the U1D Platform and cards
• To get services through seen a working mode for enrollment • To reduce turnaround
trustworthy • Difficult to identify time for POS and agent
channel
• A channel to receive and send money (migrant workers) Bank with an agent
• Identity in terms of documents to support birth date, proof of residence replacement

• To provide • Difficult to find • Invest in training of BC • To increase the
banking motivated BC agents agents and coordinators trustworthiness of BC Agent
services to rural and coordinators at among villagers
population, on present salary levels • Follow uniform process
behalf of banks (very low) across geographies • To improve technical and functional training given to
• To establish a • Lack or absence of • Do a thorough BC agents, coordinators
financial service training facility for BC background check of
organization as agent BC agent and
a leading coordinator as they • To increase awareness of
provider in the • Difficult to reach each carry machine and BC agents and BC
field of Fl and every village on day regular basis while money coordinators
• To create a keeping the costs under • Keep the BC agents and • To improve the process of
nation wide organization control coordinators motivated by launching various selection of good BC agents
with village • Geographical, programs
level reach, that connectivity, regional
can cater to and village level issues • Create a • To promote Fl till Village
i i
multiple social create a lot of hindrance communication channel level
sector projects in getting people to pass on a uniform
like FI, UID etc. enrolled message to BC agents

and coordinators across

• Lack of proper MIS organization
system in place
• Full support of banks
not available
• Poor synchronization
between hard data and
soft data movement • The BC coordinators
should work closely with bank officials to keep them updated about village level activities and seek their assistance

• To create safe • Although TCS is given • Define a robust Program • To reduce turnaround
and efficient end to end Management structure for time from enrollment of
business model responsibility for implementing this project customer to card
to provide executing FI program it distribution and
banking services is using services of BC • Create a flexible and activation
to rural organizations like robust POS application
population SEED etc., making it that is easy to operate and • To create a robust FI
difficult to monitor the keeps the data safe application that can
• To establish program cater to added
itself as a • Recruit people with functionalities of Fl
leading service provider in the • No past experience in doing this kind of work experience in social sector program
field of FI • Establish a district level • To ensure good quality
• TCS associates are not organization to monitor of POS machine & its
• To provide low trained to handle the BC organization. application
cost solution for project involving coordinate with banks and
enabling Fl for village level implement plans
banks and at the coordination • To ease the process of
same time • Create a standard MIS opening an account
ensuring that • Lack of monitoring system to be used by
business
remains infrastructure multiple BC organizations
profitable • Lack of contractual agreement with SEED • Create auditable SOPs and SLAs
• To meet the making it difficult to
mandate given by the banks to keep tight control over processes • Invest in growth of
TCS
multiple BC organizations
• Lack of preparedness in
term of application
creation and hardware
procurement
• Since this is high
volume and low margin
business, cost is a
constraint
• Lack of coordination
between TCS, SEED and banks specially at district and village level
• Too much dependence
on a single BC
organization i.e. SEED
• No influence on the
implementing
stakeholders (BC
Organization) and create more alternatives
• Focus on medium and
long term planning rather
than investing all the time
on day to day operations
that are anyways handled
by BC organization
• Work with POS vendor to
provide quick support at
district level
• Identify and engage with
vendors who will meet
stringent criteria for POS
machines
• Introduce the mobile
phone model of operation

• To provide • Lack of motivation at • Create awareness about Fl • To launch relevant
banking services base branch level at block level branches financial schemes
to unbanked toward Fl work meant for rural
population at • Bank branch officer customers as and when
their doorstep • To keep the cost • Most of the base branches have scarce staff making it difficult should regularly visit the villages needed
of providing for them to visit the • Ask the bank staff to • To increase the number
banking services field on regular basis cooperate with BC of visits by bank
low and educate people organization officials
• To launch • Cost should be kept low • Create financial training • To increase support for
multiple to keep the Fl program programs for bank BC agent and
banking product viable officials as well as BC coordinator from bank
means for rural organization officials and village
market • Lack of accurate authorities like the
• To create infrastructure to monitoring mechanism • Lack of realistic SLAs • Make sure that KYC norms are strictly met village leader
have a village
i i 1 and their enforcement • Launch attractive services
level reach for rural population and
• Most of the open publicize them through
• To increase
awareness about
financial
services in rural
areas
• To ensure that
transactions
through BC
model arc secure
• Low cost and
stable funds
• To leverage the
bottom of the
Pyramid
customers account remains dormant multiple mediums
• Coordinate with other
banks to market Fl to
convey the working
model and benefits to
rural population
• Create grievance redressal
mechanism for people
• Start the transactional
services as soon as
possible
• Set targets at rural branch
level and monitor
consistently
• Hire a third party for
auditing purpose

• Access to safe, • Awareness among the • Keep a check on
easy and affordable credit intended audience possible security threats specially fraud from
and other financial services • Societal constraints in the intended agent, as
by the poor and environment (Photo ids, • villagers are not fully
vulnerable groups, age details etc.) aware of risks
disadvantaged • Physical constraints like • Launch national level
areas and lagging sectors
• To efficiently and effectively take roads, communication, transport and infrastructure etc
• Deadlines too tight and campaign for Fl clearly explaining the working model and benefits
government schemes like NREGA etc. to low level of • Give elaborate

preparedness at bank
level guidelines to banks of controls and check they
common people need to exercise on TSP
• Lack of motivation at the and BC organization
• To drive the block level bank officials
banks to focus on
financial
inclusion towards Fl program • Flexibility on KYC norms and requirements

• Lack of monitoring for these accounts
mechanisms are micro
• Enables level
economically and

socially excluded

people to
integrate better into the economy and actively contribute to development and protect themselves against economic shocks
• Payments due to workers of employment guarantee schemes to be paid through their bank accounts

[0038] Subsequent to the generation of the stakeholder framework and identification
of the KTAs, the system (shown in Figure 3) may automatically generate a traceability matrix template to facilitate mapping of the KTAs against the set of stakeholder objectives. The traceability matrix template includes the KTAs on one axis and the set of stakeholder objectives on the other axis. The KTAs and the set of stakeholder objectives are aligned and validated using the traceability matrix template. The traceability matrix template ensures systemic traceability between the CID and stakeholder framework and validates the context understanding of the project from both the CID and stakeholder framework. Further, the traceability matrix template helps in identification of gaps, if any, in the set of stakeholder objectives for realizing the KTAs. The traceability matrix template may also help in identifying other focus areas which may have been missed out while detailing out the CID and were important from stakeholder perspective. Further, a congruence between the CID and the stakeholder framework leads to a systemic solution keeping in view needs from an environment and stakeholder perspective.
[0039] The traceability matrix template may be used by the IT organization to map
stakeholder objectives to KTAs. If a stakeholder objective X is mapped to a KTA Y, then it would mean that the stakeholder objective X is capable of addressing the KTA Y. Il may be understood that one stakeholder objective may be able to address more than one KTA. Therefore, one stakeholder objective may be mapped to more than one KTA. The Table 3 shows the traceability matrix template for the project associated with FI. In one example, Table 3 shows that the KTA 'motivation level of BC agent1 may be addressed by the stakeholder objective, namely, 'to provide better compensation to BC agents, coordinators, technically skilled persons and to pay of salaries on time'. Similarly, the KTA 'financial schemes/services launched for IT may be addressed by two stakeholder objectives, namely, 'to create a robust FI application that can cater to added functionalities of FI program' and 'to launch of relevant financial schemes meant for rural customers as and when needed.'


Table 3: Traceability matrix template

1. To provide better compensation to X
BC agents, coordinators, Technically
Skilled Persons and to pay of salaries
on time
2. To standardize BC operations (at X X
agent, coordinator and district manager
level)
3. To comprehensively monitor X
AOF/POS data, machines, agents and
cards
4. To reduce turnaround time for
POS and agent replacement
5. To reduce turnaround time from
enrollment of customer to card X
distribution and activation
6. To create a robust Fl application
that can cater to added functionalities X
of FI program
7. To ensure good quality of POS x
machine & its application
8. To ease the process of opening an
account

9. To launch of relevant financial schemes meant for rural customers as and when needed X
10, To increase the number of visits by bank officials X
11. To increase support for BC agent and coordinator from bank officials and village authorities like village leader X
12. To increase the trustworthiness of BC Agent among villagers
13. To improve technical and functional training given to BC agents,
coordinators
14. To increase awareness of BC agents and BC coordinators X
15. To improve the process of selection of good BC agents X
16. To promote I7] till Village level
|0040] After the KTAs are mapped to the set of stakeholder objectives, IT
organization may identify the KTAs which are not being addressed by any of the set of stakeholder objectives, i.e., gap analysis. If a KTA X is not addressed by any stakeholder objective of the set of the stakeholder objectives, then representatives/employees of the IT organization may go into a brainstorming session in order to come with new objective(s) capable of addressing the KTA X. This may be referred to as gap analysis.
[0041] Therefore, it may be understood that the combination of two techniques, namely,
CID and stakeholder framework gives a more robust understanding of the project. However, since two techniques are used for analyzing the project meticulously, a system (shown in Figure 3) may be required to assist the representative of the IT organization. Otherwise, the analysis will be a time consuming process and will be prone to manual errors.
[0042J Referring now to Figure 3, a network implementation 300 of system 302 for
facilitating context understanding for developing a software solution for a project is

illustrated, in accordance with an embodiment of the present subject matter. In one embodiment, the system 302 may be implemented in the organization, such as an Information Technology (IT) organization, a financial institution, a telecommunication organization, and the like. The present subject matter may be explained considering the organization to be an IT organization, however, it may be understood that the organization may be any other organization capable of developing software solutions for projects.
[0043] The system 302 may be implemented in a variety of computing systems, such
as a laptop computer, a desktop computer, a notebook, a workstation, a mainframe computer, a server, a network server, and the like. It will be understood that the system 302 may be accessed by stakeholders through one or more client devices 304-1, 304-2,...304-N, collectively referred to as client devices 304 hereinafter, or applications residing on client devices 304. Examples of the client devices 304 may include, but are not limited to, a portable computer, a personal digital assistant, a handheld device, and a workstation. The client devices 304 are communicatively coupled to the system 302 through a network 306.
[0044] In one implementation, the network 306 may be a wireless network, a wired
network or a combination thereof. The network 306 can be implemented as one of the different types of networks, such as intranet, local area network (LAN), wide area network (WAN), the internet, and the like. The network 306 may either be a dedicated network or a shared network. The shared network represents an association of the different types of networks that use a variety of protocols, for example, Hypertext Transfer Protocol (HTTP), Transmission Control Protocol/Internet Protocol (TCP/IP), Wireless Application Protocol (WAP), and the like, to communicate with one another. Further the network 306 may include a variety of network devices, including routers, bridges, servers, computing devices, storage devices, and the like.
[0045] In one embodiment, the system 302 may include at least one processor 308, an
I/O interface 310, and a memory 312. The at least one processor 308 may be implemented as one or more microprocessors, microcomputers, microcontrollers, digital signal processors, central processing units, state machines, logic circuitries, and/or any devices that manipulate signals based on operational instructions. Among other capabilities, the at least one processor 308 is configured to fetch and execute computer-readable instructions stored in the memory 312.

[0046] The I/O interface 310 may include a variety of software and hardware
interfaces, for example, a web interface, a graphical user interface, and the like. The I/O interface 310 may allow the system 302 to interact with a user directly or through the client devices 304. Further, the I/O interface 310 may enable the system 302 to communicate with other computing devices, such as web servers and external data servers (not shown). The I/O interface 310 can facilitate multiple communications within a wide variety of networks and protocol types, including wired networks, for example, LAN, cable, etc., and wireless networks, such as WLAN, cellular, or satellite. The I/O interface 310 may include one or more ports for connecting a number of devices to one another or to another server.
(0047) The memory 312 may include any computer-readable medium known in the art
including, for example, volatile memory, such as static random access memory (SRAM) and dynamic random access memory (DRAM), and/or non-volatile memory, such as read only memory (ROM), erasable programmable ROM, flash memories, hard disks, optical disks, and magnetic tapes. The memory 312 may include modules 314 and data 316.
(0048] The modules 314 include routines, programs, objects, components, data
structures, etc., which perform particular projects or implement particular abstract data types. In one implementation, the modules 314 may include a cybernetics module 318, a framework generating 320, a matrix generating module 322, and other modules 324. The other modules 324 may include programs or coded instructions that supplement applications and functions of the system 302.
|0049] The data 316, amongst other things, serves as a repository for storing data
processed, received, and generated by one or more of the modules 314. The data 316 may also include a project repository 326, and other data 328. The other data 328 may include data generated as a result of the execution of one or more modules in the other modules 324.
[0050] In one implementation, the I/O interface 310 is configured to receive a
plurality of parameters associated with a project, The plurality of parameters may be received from an employee of the IT organization. Along with the plurality of parameters, the employee may also provide relationships that the plurality of parameters has with one another. In one example, the plurality of parameters and their influences on one another may be provided to the system 302 in the form of the influence matrix shown in Table 1. Based upon

the plurality of parameters and their relationships, the cybernetics module 318 may generate the cybernetics influence diagram (C1D) shown in Figures 2A and 2B. The CID may be used for meticulous understanding of the project by deriving out a holistic picture of relationships between the plurality of parameters. In one implementation, the cybernetics module 3! 8 may also identify at least one parameter from amongst the plurality of parameters as key thrust areas (KTAs) based upon the threshold rules defined above. The threshold rules are based upon the relationship of the parameters with one another. In one implementation, the CID may be stored in the project repository 326.
|00511 After the CJD is generated, the project may also be understood from a
stakeholders' perspective. In order to do so, the framework generating module 320 may facilitate generation of a stakeholder framework associated with the project based upon the user input. The user or the employee may give input to the system 302 for generating the stakeholder framework/SNAC analysis as shown in Table 2 above. The stakeholder framework is indicative of at least one of stakeholders involved in the project, needs of the stakeholders, alterables associated with the project, and constraints associated with the project. Further, the stakeholder framework may also receive a set of stakeholder objectives associated with the project from the user. In one implementation, the stakeholder framework may be stored in the project repository 326. In one embodiment, the SNAC analysis may be done outside the system 302. In this embodiment, the system 302 may prompt the user to indicate a location and export the Table 2 from that location.
|0052] After understanding the project using the CID and the stakeholder framework,
a gap analysis may be done. For performing the gap analysis, the matrix generating module 322 may automatically generate a traceability matrix template which facilitates mapping of the KTAs against the set of stakeholder objectives. In one implementation, the matrix generating module 322 may extract the KTAs from the CID and the set of stakeholder objectives from the stakeholder framework for generating the traceability matrix template shown in Table 3. After the traceability matrix template is generated, mapping of KTAs against the set of stakeholder objectives is performed, for example, based on user inputs from the employee of the IT organization. From the traceability matrix template, if it is observed that a KTA is left unaddressed by any of the stakeholder objectives, then the system 300 may generate a report to highlight the same. In one embodiment, the matrix generating module 322 is

further configured to map the KTAs against the set of stakeholder objectives in the traceability matrix template based on mapping rules. The mapping rules may include word processing rules. In one implementation, the traceability matrix template may be stored in the project repository 326.
|0053] Therefore, it may be understood that the system 302 may be used for
facilitating holistic comprehension of a project and simultaneously reducing human effort involved in comprehending such project.
[0054] Referring now to Figure 4, a method 400 for facilitating holistic
comprehension of a project and simultaneously reducing human effort involved in comprehending such project is shown, in accordance with an embodiment of the present subject matter. The method 400 may be described in the general context of computer executable instructions. Generally, computer executable instructions can include routines, programs, objects, components, data structures, procedures, modules, functions, etc., that perform particular functions or implement particular abstract data types. The method 400 may also be practiced in a distributed computing environment where functions are performed by remote processing devices that are linked through a communications network. In a distributed computing environment, computer executable instructions may be located in both local and remote computer storage media, including memory storage devices.
|0055] The order in which the method 400 is described is not intended to be construed
as a limitation, and any number of the described method blocks can be combined in any order to implement the method 400 or alternate methods. Additionally, individual blocks may be deleted from the method 400 without departing from the spirit and scope of the subject matter described herein. Furthermore, the method can be implemented in any suitable hardware, software, firmware, or combination thereof. However, for ease of explanation, in the embodiments described below, the method 400 may be considered to be implemented in the above described system 302.
|0056] At block 402, a plurality of parameters associated with a project is received. In
one example, the plurality of parameters is received by the I/O interface 310.
[0057] At block 404, a cybernetics influence diagram (CID) is generated using the
plurality of parameters. The CID is indicative of a relationship of at least one parameter of a

plurality of parameters with at least another parameter of the plurality of parameters. In one example, the CID is generated by the cybernetics module 318.
[0058] At block 406, at least one parameter from amongst the plurality of parameters
is indentified as key thrust areas (KTAs) based upon threshold rules. The threshold rules are based upon the relationship of the parameters with one another. In one example, the KTAs are identified by the cybernetics module 318.
[0059] At block 408, a set of stakeholder objectives is received from a user. The set of
stakeholder objectives is associated with the project. In one example, the set of stakeholder objectives is received by the framework generating module 320.
[0060] At block 410, a traceability matrix template is generated to facilitate mapping
of the KTAs against the set of stakeholder objectives. In one example, the traceability matrix template is generated by the matrix generating module 322.
(0061] Although implementations for methods and systems for facilitating holistic
comprehension of a project and simultaneously reducing human effort involved in comprehending such project have been described in language specific to structural features and/or methods, it is to be understood that the appended claims are not necessarily limited to the specific features or methods described. Rather, the specific features and methods are disclosed as examples of implementations such system.

I/We claim:
1. A system (302) for facilitating context understanding for developing a software
solution for a project, the system (302) comprising:
a processor (308);
an input/output interface (310) coupled to the processor (308), wherein the I/O interface (310) is configured to receive a plurality of parameters associated with the project; and
a memory (312) coupled to the processor (308) and to the I/O interface (310), the memory (312) comprising:
a cybernetics module (318) configured to
generate a cybernetics influence diagram (CID) using the plurality of parameters, wherein the CID is indicative of a relationship of at least one parameter of the plurality of parameters with at least another parameter of the plurality of parameters; and
identify at least one parameter from amongst the plurality of parameters as a key thrust area (KTA) based upon threshold rules, wherein the threshold rules are based upon the relationship of the parameters with one another; and
a framework generating module (320) configured to receive a set of stakeholder objectives from a user, wherein the set of stakeholder objectives is associated with the project; and
a matrix generating module (322) configured to generate a traceability matrix template to map the KTAs against the set of stakeholder objectives.
2. The system (302) of claim 1, wherein the framework generating module (320) is
further configured to facilitate generation of a stakeholder framework associated with
the project based upon the user input, wherein the stakeholder framework is indicative
of at least one of stakeholders involved in the project, needs of the stakeholders,
alterables associated with the project, and constraints associated with the project.

3. The system (302) of claim 1, wherein the cybernetics module (318) receives relationship of the parameters with one another in the plurality of parameters from the user in order to generate the CID.
4. The system (302) of claim 1, wherein the set of KTAs is divided into merge points and burst points, wherein the merge points and the burst points are identified based upon the threshold rules.
5. The system (302) of claim 4, wherein, as per the threshold rules, the merge points are the KTAs being influenced by at least three other parameters of the set of parameters.
6. The system (302) of claim 4, wherein, as per the threshold rules, the burst points are the KTAs influencing at least two other parameters of the set of parameters,
7. The system (302) of claim 1, wherein the matrix generating module (322) is further configured to map the KTAs against the set of stakeholder objectives in the traceability matrix template based on mapping rules.
8. A method for facilitating context understanding for developing a software solution for a project, the method comprising:
receiving a plurality of parameters associated with the project;
generating a cybernetics influence diagram (CID) using the plurality of parameters, wherein the CID is indicative of a relationship of at least one parameter of a plurality of parameters with at least another parameter of the plurality of parameters;
identifying at least one parameter from amongst the plurality of parameters as a key thrust area (KTA) based upon threshold rules, wherein the threshold rules are based upon the relationship of the parameters with one another;
receiving a set of stakeholder objectives from a user, wherein the set of stakeholder objectives is associated with the project; and
generating a traceability matrix template to facilitate mapping of the KTAs against the set of stakeholder objectives.

9. The method of claim 8, further comprising facilitating generation of a stakeholder framework associated with the project based upon the user input, wherein the stakeholder framework is indicative of at least one of stakeholders involved in the project, needs of the stakeholders, alterabies associated with the project, and constraints associated with the project.
10. The method of claim 8, wherein the set of KTAs is divided into merge points and burst points, wherein the merge points and the burst points are identified based upon the threshold rules.
11. The method of claim 10, wherein, as per the threshold rules, the merge points are the KTAs being influenced by at least three other parameters of the set of parameters.
12. The method of claim 10, wherein, as per the threshold rules, the burst points are the KTAs influencing at least two other parameters of the set of parameters.
13. The method of claim 8, further comprising mapping the KTAs against the set of stakeholder objectives in the traceability matrix template based on mapping rules.
14. A computer-readable medium having embodied thereon a computer program for executing a method for facilitating context understanding for developing a software solution for a project, the method comprising;
receiving a plurality of parameters associated with a project;
generating a cybernetics influence diagram (CID) using the plurality of parameters, wherein the CID is indicative of a relationship of at least one parameter of a plurality of parameters with at least another parameter of the plurality of parameters;
identifying at least one parameter from amongst the plurality of parameters as key thrust areas (KTAs) based upon threshold rules, wherein the threshold rules are based upon the relationship of the parameters with one another;

receiving a set of stakeholder objectives from a user, wherein the set of stakeholder objectives is associated with the project; and
generating a traceability matrix template to facilitate mapping of the KTAs against the set of stakeholder objectives.