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03 Laboratory Exercise 1

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IT2110

Laboratory Exercise
Identifying and Selecting Systems
Development Projects
Objectives:

At the end of the exercise, the students should be able to:

▪ Describe project identification and selection process.


▪ Examine the corporate strategic planning and information systems planning process.

Software Requirement:

▪ MS Office

Instruction:

1. Read and understand the case carefully.


2. Provide a clear and complete answer to every requirement in the case.

PETRIE ELECTRONICS

J. K. Choi, chief financial officer for Petrie Electronics, came early to the quarterly IS Steering Committee
meeting. Choi, who was the chair of the committee, took his seat at the head of the big table in the corporate
conference room. He opened the cover on his tablet PC and looked at the agenda for the day's meeting.
There were only a few proposed systems projects to consider today. He was familiar with the details of most
of them. He briefly looked over the paperwork for each request. He didn't think there was anything too
controversial to be considered today. Most of the requests were pretty routine and involved upgrades to
existing systems. The one new system being proposed for development was a customer loyalty system,
referred to internally as "No Customer Escapes."
Choi chuckled at the name as he read through the proposal documents. “This is something we have
needed for some time,” he thought.
After about 15 minutes, his administrative assistant, Julie, came in. “Am I late or are you early?” she
asked.
“No, you’re not late,” Choi said. “I wanted to come in a little early and look over the proposals. I wasn’t
able to spend as much time on these yesterday as I wanted.”
As Julie was about to respond, the other members of the committee started to arrive. First was Ella
Whinston, the chief operating officer. Choi knew that Ella was the champion for the customer loyalty project.
She had talked about it for years now, it seemed to Choi. One of her people would make the presentation in
support of the system. Choi knew she had buy-in on the project from most of the other members of the c-
suite. He also knew that Joe Swanson, Petrie’s Director of IT, supported the project. Joe was away, but his
assistant director, Jim Watanabe, would attend the meeting in his place. Ella had already let it be known that
she expected Jim to be the project manager for the customer loyalty system project. Jim had just
joined the company, but he had five years of experience at Broadway Entertainment Company before its
spectacular collapse. “Good thing I unloaded all that BEC stock I owned before the company went under,”
Choi thought. That reminded him of the meeting he had later today to plan the annual stockholders’ meeting.
“Better not let the steering committee meeting run too long,” he thought. “I’ve got more important things to
do today.”
Next to arrive was John Smith, the head of marketing. John, who was also a member of the steering
committee, had been with Petrie for most of his career. He had been with the company longer than anyone
else on the steering committee.
Just then, Jim Watanabe came speeding into the conference room. He almost ran into John Smith as he
sailed into the room. It looked like he was about to drop his tablet and spill his coffee on Smith. Choi chuckled
again.
“Welcome, everyone,” Choi said. “I think we are all here. You all have copies of the agenda for this
morning’s meeting. Let’s get started.”

03 Laboratory Exercise 1 *Property of STI


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IT2110

"Sorry to interrupt, JK," Ella said. "Bob Petroski is not here yet. He will be presenting the proposal for the
customer loyalty system project. I don't know where he is.
Maybe he got held up in traffic.”
“The customer loyalty system discussion is the last item we will discuss today, so we can go ahead with
the rest of the agenda. Bob does not need to be here for anything except that discussion,” Choi explained.
Choi looked around the table once more. “OK, then, let’s get started. Let’s try to keep to the agenda as
much as possible. And let’s watch the clock. I know we are all busy, but I have a very important meeting this
afternoon. Julie, see if you can locate Bob.”

Case Questions:

1. What is an IS steering committee? What are its major functions? Typically, who serves on such a
committee? Why do these committees exist?
2. Where do ideas for new information systems originate in the organization?
3. What evaluation criteria is used to determine which new information systems projects to develop? What
arguments might Bob Petroski make for developing the proposed customer loyalty system?
4. Can the development of a customer loyalty system have a long-term effect on the organization? Why?

GRADING RUBRIC (4 items x 5 points):


Criteria Performance Standards Points
Content Best applicable points are presented. 6
Logic of Arguments Points are logical and well supported by evidence. 4
TOTAL 10

REFERENCE:

Valacich, J. and George, J. (2017). Modern systems analysis and design (8th ed.). Pearson Education
Limited.

03 Laboratory Exercise 1 *Property of STI


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