The ITM700 & 800 Projects

1. The ITM700 & 800 Projects

2. The ITM700 Project

3. The Group Project: What Is It? • An in-depth study of a client company and the industry in which it competes • An analysis of the structural forces in that industry and your client’s strategy for addressing them • An analysis of how well your client uses information technology to gain a competitive edge • An identification of a specific problem to be solved in your ITM800 work • Developed by team with guidance from professor • You will have two formal review meetings scheduled with your prof

4. The Group Project: What Is It? (2) • An assessment of opportunities to improve the use of information technology • The foundation for the feasibility study to be conducted in ITM800 • An opportunity to integrate and apply what you have learned in the ITM program over the past three years • An opportunity to experience project management, group processes, interpersonal skills and client management in a real world setting

5. You Have Several Deliverables • Interim drafts for review and discussion with prof (not marked but must be on time and as good as you can make them -- critical for success) • Preliminary Project Plan • Preliminary Bibliography and Industry Definition • Status Report 1, including draft of Section 1 (Industry Analysis) • Status Report 2, including draft of Sections 2 (Company Overview) and 3 (Information Systems) • The Final Report, along with: • Your Client Contact Log (also shown at each meeting with prof) • Your Peer Assessment

6. Companies Eligible for Analysis • Have headquarters located in Canada, or the equivalent of a Canadian corporate staff • Have at least 30 employees (full-time and/or part-time/volunteer) • Be willing to commit to working with you for the next eight months • Be willing to share confidential information with you and give you access to the right people • Be open to using information technology to improve its operations • Not studied in the last three years (list available on Blackboard)

7. Wk 4 Initial Research Draft Bibliography Wk 12 Wk 6 Industry Analysis Draft Section 1 Develop Conclusions & Recomm. FINAL REPORT Form Group Find Client Plan Project Wk 9 Company Analysis Draft Section 2 Wk 1 Wk 1-3 Wk 3 Wk 9 IT Assessment Draft Section 3 Agree Approach to Peer Assess- ment Do Peer Assess- ment Plan For ITM800 Wk 1 Fall ITM700 Key Steps

8. How to Contact Companiesand Obtain Buy-In • Emphasize the benefits to the company • Have a prepared “speech” ready • Contact by phone or in person, not by e-mail – you need the personal touch • Use our New Brochure • Download the “Contacting Potential Clients” tip sheet from Blackboard • Brief description of the project • Benefits to client, including examples • Cost to client • Need to sign Confidentiality Agreement • Specimen on Blackboard • School Director will write to your client • Specimen on Blackboard

9. Project Teams • Team Size: • 6 members (no fewer than 5, never 7!) • We will be determining teams today • Team Composition: • Have a range of skills, e.g. project management; accounting; technical knowledge; library/Internet research including organizing vast amounts of data; writing; editing; and leadership • You will draw on courses you took throughout your degree, especially those in marketing, accounting and finance

10. Choosing Team Members • You have to work together for 8 months • Once in, we expect you to stay in -- the only way out is to drop the course! • Consider your own personal objectives for this course, are these shared by the people you intend to work with? (e.g. time commitment, expectation re grade) • Friendship is not enough! • Logistics matter: when and where will you meet, how will you communicate?

11. Peer Evaluation on Team Project • Your final mark on the project will be determined as a result of a peer evaluation, completed by the group and signed by all members • Peer-review is used by your prof to determine each individual’s project grade, but your evaluation is “advisory” -- prof has final authority to determine actual allocation. • Read the Important document on Blackboard that describes: your agreement, the processes, and the impact of this exercise, etc. • Ever student is expected to do this…and be bound by this.

12. Interpersonal Skills Quality of Communication Inclusion Collaboration Involvement Task Skills Client Management and/or Data Gathering Attendance and Punctuality at Team Meetings Work Completed on Time Quality of Analysis and Other Contributions Quality of Writing, Editing and/or Coordination of Tasks Peer Evaluation Issues

13. A brief Look-Ahead to ITM800 • Mostly project work • You take one problem/opportunity area from your ITM700 report • You develop requirements, get vendor proposals, analyse them and recommend a solution • Only 5 lectures, rest of course is project work with scheduled meetings with prof • Should mainly be review of what you have learned in previous courses and need for this project (if you paid attention!) • No final exam, just midterm test • Most marks come from Final Report and Formal Presentation • The ITM800 project starts in Week 13 of ITM700 • First deliverable is due in Week 1

14. Academic Misconduct and/ or Plagiarism – Is Bad!! • Familiarize yourself with the Student Code of Academic Conduct (now!): http://www.ryerson.ca/acadcouncil/current/pol60.pdf • Academic dishonesty includes: • plagiarism • cheating • misrepresentation of personal performance • submission of false information

15. Misconduct Detection & Penalties • Students agree, by taking this course, that all required papers are subject to submission to turnitin.com. • All participants in these activities will, at minimum, receive zero for such plagiarized work. This includes the group project. • Where group work has been assigned, all members of the group are responsible for the academic integrity of all parts of the assignment. If any part of the group assignment contains plagiarism, all members of the group will be penalized • Note difference from Ryerson Policy -- you don’t write bits of this separately -- you do it together!

16. What if…? Special Arrangements • Ryerson has clear policies on: • observation of religious holidays www.ryerson.ca/rr/ • documentation of medical problems www.ryerson.ca/rr/ • accommodation of disabilities www.ryerson.ca/accesscentre/ • It is your responsibility to notify your instructor within 3 days of this lecture of any problem that may affect your performance in ITM700

17. Week 2 Preparation

18. For Next Week • Read all the documents on Blackboard, especially the Course of Study and the Project Guide • Have held at least one project team meeting • Have identifed some likely clients • Topics and preparation for lecture: • Introduction to Corporate Strategy & Industry Analysis • Data Collection Techniques: Library-based and Internet-based Research Readings • Read • Thompson & Strickland, Chapter 3 in package

19. Team Formation

20. Do you have a team right now? YES • Find your teammates in this classroom • Fill in one team form • Provide ALL data for members (Full name, student number) • Only give names if students have prerequisites • Include client information if known • Include current section #, if known • Note if already submitted to Prof Grant by email NO • Find some team members in this classroom • Fill in Form If you don’t find a team, speak to a professor before you leave

21. Good luck!

22. Course Objectives &The ITM800 Project

23. Getting Started with ITM800 • Preliminary ITM800 info is in Blackboard for ITM700 • Final versions will be in your Blackboard for ITM800 by beginning of January • You are responsible for downloading the DRAFT from ITM700: • Course of Study • Project Information • Project Planning Report • User Requirements Report • Text Appendices, if needed • It is assumed that you will read these documents this week and get started on the project • Note: There may be slight changes to these for Week 1 • Take full advantage of this new approach • This project is less intellectually challenging but more hard work than the ITM700 report • It is a battle of time vs quality • Getting moving quickly is vital

24. Today’s Agenda • Introduction to ITM800 • Overall approach and format • Topics covered • Assessment • The ITM800 Project • Methodologies to be used • Project Planning

25. Course Objectives • Builds on work done in ITM700 • Integrate key concepts from management and information technology in an applied project - this is your chance to use the tools you’ve been learning in the past 4 years. e.g. • systems development methodologies • process design • financial analysis • Statistics • project management • And More……..

26. Course Objectives (2) • Conduct a feasibility study to resolve a real business problem: • identify business opportunities and/or problems, • determine information requirements to address these opportunities/problems, • define user needs, • assess workflow and process improvements, • evaluate alternatives, and • recommend the most appropriate solution • outline implementation plan

27. Class Format • Mini-Lectures plus in-class group exercises • Focus is on applying systems analysis and development concepts to your feasibility study • You will be registered in the right class from the beginning of term • Classes will likely be at the same day and time as you had for ITM700, but check your schedule, don’t assume!

28. Text • Satzinger, J. W., Jackson, R. B., Burd, S. D. (2002, 2nd Edition or 2004, 3rd edition OR EVEN 4TH?). Systems Analysis and Design in a Changing World. Thomson Learning. • This is part text/part reference guide • Additional reference material will be provided during the course • We will be using about half of the Chapters and Appendices A-D in the 2nd edition of the text. This is the same text as used in ITM305. (see the course of study for differences in the two editions.) • Note that the 3rd edition has just been replaced, but we have not yet examined the 4th edition to see if it still fits for ITM800, so if you are buying one, look for a 2nd or 3rd edition • For those of you with the 3rd edition, downloads of the missing Appendices are available from the publisher’s website • http://www.course.com/downloads/mis/satzinger/appendices.cfm Note: You may need to refer to other textbooks to assist -- depending on your chosen application (e.g. BPR, Network Design, etc)

29. Class Schedule • 6 weeks of classes • First week (Week 0) today • Weeks 1-5 Next term of lectures • Week 6 is (only) Test • Fail it and you’re gone! • Regular team meetings/consultation with instructors, especially after study break • All classes start week of January 8th

30. Getting Started with ITM800 • You won’t see ITM800 on Blackboard yet, you can get preliminary course information from the ITM700 Site • You are responsible for downloading the Course of Study and Project Information, it is assumed that you will read these documents this week and get going

31. Course Requirements and Marks Breakdown Mid-Term Test 30% Project Planning Report 5% User Requirements Report 5% Group Feasibility Study 60% Report 55% CEO Presentation 5% ____ 100% New Feature: Professor can grant bonus marks (from a very limited allocation) to students who make an extra contribution to the class.

32. Exam • For Absolute Clarity……. • You MUST pass the ITM800 exam, likely multiple choice (AND the Project), in order to pass the course. • Note/Warning: The exam is based on the very detailed material that is in the text readings….a text that you have already read/used/learned in another ITM course….although the material may not be discussed at great length in class. (SO READ IT!!!!)

33. Peer Assessment • Same process as last semester • Based on your experience last semester, how will you handle this? • Through Peer Assessment? • Sharing mark equally? • Each group is encouraged to discuss grade allocation in the first project management meeting with the instructor

34. Course Topics See course of study on Blackboard for dates for this section.

35. Team Meeting Schedule

36. Team Meetings with Instructor • Minimum of three formal meetings with your instructor • Attendance at these meetings is mandatory • If you miss a meeting, your final class grade will be reduced by 1% per missed meeting • Additional meetings can be scheduled by appointment • Instructor is available after each lecture, in addition to normal office hours

37. Important Dates • Team Project Planning Report is due at first class in September • Draft User Requirements Report is due Friday Sept 28th at 4:00 p.m. • A draft version of your RFI must be submitted in class in Week 5 • The exam is Week 6 • Team Project/Report is due at the end of Week 12 (Friday November 24th, 4:00 p.m.) • We will provide specific instructions re submission closer to the due dates • Team Presentations Week 13 (November 28th)

38. Report Details • DRAFT details of the requirements for all three reports are posted on Blackboard • Project Planning Report: • 4-5 pages (single-spaced) plus charts • Contains project charter and system scope statement, project schedule and your plan for gathering systems requirements • User Requirements Report • Contains Final Project Charter, Statement of User Requirements and updated Schedule • Feasibility Study: • 30-40 pages (single-spaced) • Systems design, feasibility analysis, recommendations, implementation plan

39. Project Planning Report • Three main objectives: • Clear project definition: • Preliminary Project Charter • Scope Statement • Detailed work plan for semester: • Project Schedule • Plan for understanding systems requirements • Full requirements for this report are on Blackboard, in the Week 13 area

40. Processes/Apps Eligible for Study • NOTE: The system that you are recommending can not currently • be in use, • in the process of being implemented, or • under study, at your client company • The systems study must be student original work. • Work prepared by the company for internal use must be clearly referenced.

41. System Must Not be In Use Already • If during the course of your study the company goes ahead and implements the system you are recommending, you must chose another business process and system to analyse and start again. • Failure to comply with these requirements may result in a failing grade on this project.

42. Examples of Recent Projects • On-line counselling service for a voluntary aid society • Client relationship system for a major bank • Wireless network for a large law firm • Improved systems and network performance for a manufacturer’s computer system (using Citrix) • Improved business processes for a large systems vendor and computer services firm • Internet Broadcast of services for funeral director • Knowledge management system for user help desk

43. Presentation After Report is Submitted • 20 minutes per team, plus Q&A period • Presenting to instructor only • All team members must be present and participate in presentation • Presentation dates/order selected by Week 12

44. Select Problem Area Prepare User Reqts. Report Detailed Analysis Prepare Project Planning Report Select Methodology Prepare Draft RFI Identify Vendors & Plan RFI Initial Data Collection The Key Activities in ITM800 (This is a Guide, not a Gantt Chart) Week 0 Week 1 Weeks 1-4 Week 4 Week 5

45. Prepare Feasibility Report Run RFI Process Analyze RFI Responses Finalize And Issue RFI Prepare Pres- entation Finalize Requirements & Design Biggest Time Challenge!!! The Key Activities (cont.) (This is a Guide, not a Gantt Chart) Week 6/7 Weeks 6-9 Weeks 9-11 Week 11+ Weeks 12-13