Identifying competences for the design of systems supporting complex decision-making tasks: a managerial planning application

Abstract

The work presented in this paper is addressed to the front-end phases of the development of a system supporting a complex decision-making task: high-level managerial planning in small-to-medium enterprises (SMEs). It attempts to identify characteristics of the competences possessed by experienced managers and used when taking high-level managerial planning decisions, and to assess their potential implications for system design. The work is based on the assumption that the design of effective systems supporting complex decision-making tasks in a specific domain, would require elicitation of competences possessed by experienced persons in the domain, especially those related to the mental processes followed when confronting the cognitive constraints involved in the specific decision-making environment. Such an investigation would lead to the development of systems improving decision making since they would (1) respond to the difficulties met by potential users in performing complex decision-making tasks; (2) reduce possible negative consequences of users' decision-making competences; and (3) at the same time they would achieve the required compatibility with users' mental processes. The research methodology was based on a planning scenario and on an analysis of verbal protocols obtained from a sample of small-enterprise managers confronted with this scenario. Results provide evidence about (1) the type of decisions and actions taken by experienced managers when confronted with the cognitive constraints involved in managerial planning situations; (2) phases and sequence of the process of arriving at planning decisions; and (3) data used and types of analyses performed. Some general implications are drawn from these results with respect to the configuration of a system aiming at supporting managerial planning. These refer to the type of support to be provided at various phases of the planning process, possible features of the human-computer interface, and generic or task/user specific aspects of the system.

Keywords:

• User-centred design
• Decision-making
• Verbal protocol analysis
• Managerial planning
• Competences
• Cognitive constraints