Influence or hypothesis matrix

Activities

• Activity 1: Clarifying and itemising the problem or Task
• Activity 4: Assessing and selecting the solution concept
• Activity 9: Assurance of the fulfilment of the requirements

Necessary tools

• Portfolio spreadsheet program
• Special computer tool required for structural analysis

Description

An influence matrix determines the type and intensity of the system elements. Complex system can be analyzed and structured and the effects of changes are recognized. It is often used as part of the analysis of an existing system.

Procedure

1. Set system boundary and granularity
2. Contrast elements in matrix form
3. Evaluate each link of elements for influence (row influences column)
4. Calculate active sum (row sum) and passive sum (column sum) of each element
5. Calculate activity (quotient of active to passive sum)
6. Determine criticality (product of total assets and liabilities)
7. Create a portfolio with the axes of total assets and total liabilities
8. Enter elements in the portfolio
9. Define fields in the portfolio: active, inert, critical and passive elements
10. Arrange elements in the matrix using various filters and algorithms to recognize additional connections (computer tool required)
11. Display relationships of elements in strength-based graph (calculator tool required)
12. Derive recommendations for action

Sources

• Kumke 2018
• Lindemann 2009, p. 259, 260