Group Project 1: Paper Analyzing and Summarizing Cases

This assignment gives you the opportunity to demonstrate your ability to research, evaluate, and explain enterprise systems and to communicate effectively at the executive level. This assignment specifically addresses the following course outcomes:

• analyze and examine how enterprise architecture and enterprise systems influence, support, and enable an organization's ability to contribute to strategic decision making and to respond and adapt to the business environment.

• analyze enterprise system solutions to make recommendations based on benefits, limitations, and best fit within the enterprise environment.

• analyze and explain the elements of a successful plan for implementing enterprise solutions, addressing structure, processes, culture and other considerations.

The chief information officer (CIO) of your organization has heard about enterprise systems and believes they could solve many of the problems in the organization. He has asked your team to do some research and prepare an analysis and recommendations about these types of systems. Your team will be assigned one of several types of enterprise systems (CRM) to research and prepare a paper and an informational presentation for the CIO. The purpose of your task is to help him understand the type of enterprise system (CRM assigned to your team), how other organizations have implemented such systems, and lessons learned from the implementations.

As part of the presentation, your team will lay out the considerations that the CIO should think about—both positive and negative aspects—prior to suggesting that the organization consider implementing one of these systems.

Your instructor has assigned your group CRM enterprise systems to research and on which you’ll prepare both a paper (Group Project 1) and an executive-level informational presentation (Group Project 2).

Your group should research and find two case studies relevant to CRM enterprise system. You need to find these case studies as these are not provided to you by your instructor.

For Group Project 1, your team will analyze the case studies that you have agreed to. Then, for Group Project 2, your team will use that information to develop an executive-level presentation that provides an analysis and recommendation for your CIO. You should review Group Project 2 in order to understand how Group Project 1 supports both Group Project 2 and the individual project to write a memo to the CIO on “Success Criteria” for implementing enterprise systems.

Note: The individual research assignment, a memo to the CIO on Success Criteria, is due in the class schedule between your Group Project 1 and Group Project 2 due dates. This memo, which identifies at least seven success criteria for implementation of enterprise systems, is used in conjunction with the group projects to provide the CIO with the necessary analysis to make an informed decision on an enterprise system implementation. Details on the Success Criteria memo assignment are provided separately.

Task

Please first select 2 different case studies and send those to me so I can share with my group and after their approval I will tell you which 2 studies have selected then complete rest of the project 1 and 2.

Review the case studies for two different organizations that implemented CRM enterprise system assigned to your group. For each, briefly describe:

• the business they are in

• the problem they were trying to solve

• whether the enterprise system implementation was a success or not

• why it was or was not a success in terms of cost, schedule, quality, and performance (this is important – don’t forget it!)

• lessons learned

Prepare a 2-3 page paper in Word format that provides this information and post it in your Group Assignment Folder.

This assignment gives you the opportunity to demonstrate your ability to research, evaluate, and explain enterprise systems, and to communicate effectively at the executive level. This assignment specifically addresses the following course outcomes:

• analyze and examine how enterprise architecture and enterprise systems influence, support, and enable an organization's ability to contribute to strategic decision making and to respond and adapt to the business environment.

• analyze enterprise system solutions to make recommendations based on benefits, limitations, and best fit within the enterprise environment.

• analyze and explain the elements of a successful plan for implementing enterprise solutions, addressing structure, processes, culture, and other considerations.

• analyze considerations for enabling enterprise architecture.

Your instructor has assigned your group CRM enterprise systems to research and prepare an executive-level informational presentation. Your instructor has provided you with instructions on locating case studies. Your group should have completed Group Project 1 and each team member should have completed the individual project memo identifying seven criteria for successful implementation of enterprise systems.

As you saw in Group Project 1, the chief information officer (CIO) of your organization has heard about enterprise systems and believes that they could solve many of the problems in your organization. He has asked your team to do some research and prepare an analysis and recommendations about these types of systems. Your team has been assigned CRM enterprise systems to research and prepare an informational presentation for the CIO.

The purpose is to help him understand CRM enterprise system, to understand how other organizations have implemented such systems, and lessons learned from the implementations. Finally, your team is to present the considerations that the CIO should think about—both positive and negative aspects—prior to suggesting that the organization consider implementing one of these systems.

Group Project 1 – CRM Enterprise System

For Group Project 1, your team analyzed the case studies and assessed the success of the enterprise system implementations. Then, for your individual project, you researched, identified and explained in a memo to the CIO what makes for a successful implementation of these types of enterprise systems. Your group will use the information gathered and developed for those assignments to prepare the presentation described below.

Develop an executive-level PowerPoint presentation that uses the organizations in your case studies as examples to provide an analysis and recommendation to your CIO. Your presentation should include:

1. A brief summary of each organization that includes the following:

• the business the organization is in

• the problem the organization was trying to solve

• whether the enterprise system implementation was a success or not in terms of cost, schedule, performance, and quality

• lessons learned

(Summarized from Group Project 1)

2. An evaluation of what each organization did right and what they did wrong; compare and contrast them.

3. Your own set of considerations—both positive and negative—that the CIO should think about prior to making any suggestions that the organization move forward. Your group should consider and address, at a minimum:

• benefits of enterprise systems

• limitations of enterprise systems

• determining the best fit for the organization

• implementation planning and success criteria, including structure, processes, and culture of the organization; the phases of the System Development Life Cycle; and other considerations

• potential to enable an enterprise architecture

(Some of this information may come from your individual memos on success criteria.)

1. Your presentation should be 14-23 slides that include:

a. A cover slide with a title, your group number/name, and date, as a minimum

b. An introduction or slide outlining the presentation to follow. Make a nice introduce and “thesis statement” to capture the objective of this briefing.

c. 2-4 slides that summarize the case studies (the business they are in; the problem they were trying to solve; whether the enterprise system implementation was a success in terms of cost, schedule, performance, and quality; and lessons learned)

d. 3-6 slides that provide an evaluation of what each organization did right and what it did wrong; and compare and contrast the organizations

e. 6-9 slides that provide considerations for the CIO including: benefits and limitations of enterprise systems, determining the best fit for the organization, implementation planning and success criteria (covering structure, processes, and culture of the organization; the phases of the system development life cycle (SDLC); and other considerations)

Group Project 2: Presentation on Enterprise System and Enterprise Architecture Considerations Assignment

f. 1-4 slides on positioning of these case studies for their ability to enable the architecture (i.e. are the “hooks” in place to enable EA?) Very important!

g.A summary/conclusion slide. Don’t forget a nice wrap-up here articulating the key points.

a. The bullet points in your presentation will be supported by relevant details in the Notes section of the slides, which contain the actual words you would say to the CIO as you present each slide.  Since you cannot actually present the slides in person, the Notes will show what you would actually say.  This is an important part of your presentation.  If you were writing a paper, the content would be in the notes and the PowerPoint slides would be the outline.  [Select the Notes Page under View option in PowerPoint.]

b. Presentations with limited or no “Notes” will receive much lower grades, because the bullets should not tell the whole story.

c. Use a graphic or visual representation of the model to emphasize key points or to add interest. It is useful to add an image or graphic representing the model to help describe it.

a. The use of at least four external scholarly resources (which may include your case studies) is required. (NOTE:  More than four resources are required to receive all possible points; see Grading Rubric below.)  You should use scholarly journals (rather than Wikipedia and authorless website postings).

 
b. Remember to correctly cite and reference all sources. Any direct quotes should be indicated within the slide text with appropriate quotation marks and an in-text citation (however, direct quotes should be short and used sparingly, if at all). Complete references for sources should be included in the corresponding Notes section. Paraphrased material can just be referenced within the Notes section of the slides without an in-text citation on the slide. This deviates from APA style but keeps the slides more readable.

Note:  Do not include your resources on a separate slide in the presentation.  They need to be included in the notes section of the slide to which they pertain.

a. Each slide should have a title and a limited amount of text. The presentation should capture key bullet points and not include complete paragraphs and detailed text.

b.Content on your Slides should be double-spaced

c. Use bullet points – 6-8 words per line; 4-7 lines per slide; Font – preferably Arial, Verdana or Calibri (sans serif) size 18

d. Your presentation format should be professional and use a professional  theme to make it interesting in appearance to keep your audience’s attention

e. Stay with the same theme of graphics throughout your presentation.  For example use all clip art, all photograph, etc.

f. Proofread and Spellcheck (including what you write in the Notes section)!

g. Read your Notes out loud to yourself to see that the presentation flows well from start to finish and that the words you read correspond to and complement what is shown on the slide without just repeating it

h. Use the Grading Rubric below to be sure you have covered everything.

i. Submit your presentation via the Group Assignment Folder as a Microsoft PowerPoint document (or a presentation format that can be read using PowerPoint) with your group name first in the filename.