CIS 8210 – Global
Systems Sourcing
CSP 1-8
Course Description
This course is designed to assist students in developing the knowledge and
skills needed to work with systems integration vendors and processes globally.
It focuses on the concepts and methods associated with designing, planning,
contracting for, and overseeing information technology infrastructure and
applications in a global business environment. The course familiarizes students
with the legal issues related to preparing, distributing, and evaluating
requests for proposal (RFP) and subsequent integration contracting matters.
Students will prepare and evaluate systems proposals for various sourcing and
managing third party relations.
Sourcing concepts are based on the assumption that organizations creating the
most effective information technology capabilities generally capitalize on a
combination of resources within and external to the firm. Similarly, IT
capabilities incorporate a variety of technology components which must be
integrated in a proficient manner. Global systems projects are thus an
essential aspect of creating, delivering, and utilizing information technology
in business.
The most effective tools and techniques for managing systems sourcing and
organization development projects are introduced. Special exercises and cases
also focus on ways to meet challenges.
Learning Objectives:
Upon successful completion of this course, the student
will be able to:
- Define and describe the various meanings of the terms
"sourcing."
- Classify and describe three approaches to deploying new
systems and services in organizations
- Describe the various organizational roles IS managers
play with regard to creating and maintaining the IT infrastructure as well as
assessing the strategic value this infrastructure creates
- Assess the strategic value of particular computer
applications or information services to an organization
- Reason about the theory of organizational asset and
services sourcing; including the advisability of insourcing v. outsourcing for
particular situations
- Recognize and be able to create the elements of an
effective request for proposal (RFP)
- Evaluate proposals from information technology
providers/systems integrators (Comparative Bid Analysis or Level III Business
Decision)
- Describe how to formulate a systems integration plan,
identify critical decision points, determine project resources and tasks and
duration of tasks, and schedule the necessary tasks for the integration plan.
- Describe measurement techniques, benchmarking, tools,
and instruments useful in the planning, monitoring, and post-implementation
reviewing of systems integration projects
- Identify the key legal and managerial issues to be
addressed in contracting for outsourcing and other forms of systems
integration
- Negotiate and prepare a contract in a client-vendor
scenario
Course Resources:
Resource #1: Your Classmates
All course assignments and lab exercises will be team-executed in groups of five
(no more than this number; no less than this number, unless team members
withdraw from the course). Your groups should function as a self-managed team
and adopt the rules and practices of this organizational work structure.
Participation in the course assignments/lab exercises should be relatively equal
among the group members, with each member monitoring both one's own level and
quality of participation and that of the other members of the group.
Self-managed teams are free to make decisions about their own processes,
including matters such as who will serve on the team. If the majority of the
team decides, for whatever reason, to alter the membership of the group, this
change will go into effect immediately. (Please inform the instructor, in
writing, about this decision and include this document in the project
documentation for your team). Individuals who are no longer with that team will
need to join another group, and assume the consequences of being assessed
accordingly by their original group, or else, for the current assignment and the
current assignment only, proceed on their own.
Consonant with the concepts and principles of self-managed teams, peer
appraisals will be part of the overall grading/evaluation of individual
performance. In the best managed teams, consensus on the relative contributions
of each of the team members will be derived through assessment of documented
facts and records, evaluation of team output, and evaluation of team processes.
Unless team members inform the instructor in writing to the contrary, the
assumption will be that each team member contributed equally to the
deliverables.
Resource #2: Courseware
Resource #3: Other Useful Materials and Links
There are resources that will allow you, as a serious student, to learn as much
as you can about systems integration and outsourcing. The hyperlinks are below:
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Large Endnote Database of
Systems Integration articles & books |
Links to Other Useful
Web sites |
Grading :
No final exam is needed to fulfill the learning objectives of this course.
The exams cover the intellectual material of the course and the course
assignments and class participation evaluate both context and other student
capabilities. Your grade will be determined by your performance on the
following:
|
Grading
Component |
Type |
Score |
|
Exams (12% each) |
Individual |
24% |
|
Assignments (8% each) |
Group |
32% |
|
Lab Exercises (3% each) |
Group |
9% |
|
Case Briefs (2 lowest non-zero scores dropped; 5
briefs remaining) |
Individual |
10% |
|
Class Participation |
Individual |
15% |
|
Total |
- |
100% |
Note: The group assignment grade will
incorporate an equally weighted oral presentation score for assignments #1 and
#3.
Student Homework:
Assignments and case briefs are described in more detail in the links below.
Everything you need to know to do the labs is included below.
Assignments
·
Assignment #1: Business Case for Insource/Outsource Choice
Your team will study the Hypercase scenario of Maple Ridge Engineering Company (MRE)
and write up a business case for senior management. The basic issue is whether
to insource or outsource the new Web development project for the Webster Design
division. Deliverables: 1 written case plus Appendices; 1 oral presentation to
senior management (i.e., your classmates and the instructor). [Schedule]
·
Assignment #2: RFP
Your team will write a Request for Proposal (RFP) for a new Web development
project for the MRE Webster Design division. The fuller setting for the need for
this project is found in the
Hypercase Addendum Materials. Deliverables: 1 written RFP. [Schedule]
·
Assignment #3: Bid
Your team will bid on a
selected RFP for the new MRE Web development project. Deliverables: 1
written bid; 1 oral presentation to senior management (i.e., your classmates and
the instructor). [Schedule]
·
Assignment #4: Contract Negotiation
Your team will negotitate a contract, using a
selected bid for the new MRE Web development project as well as the
selected RFP you downloaded for Assignment #3. Deliverables: 1
written contract; 1 journal of your negotiation goals and description of
interaction between client and vendor. [Schedule]
Labs
·
Lab #1: Hypercase Exploration
Answer the following questions about Maple Ridge Engineering: (1) What does the
survey of user response to the current Project Management System suggest? And
(2)What does the menu for the first screen of the Project Management System
show? [Schedule]
·
Lab #2: Cost-Benefit Model
Capture and print out a screen demonstrating that you are able to alter inputs
to the costs or benefits associated with the Maple Ridge Engineering system and
to improve the financial returns on adding this system to the IT portfolio.
Write a short paragraph describing how you were able to improve the financial
returns. [Schedule]
·
Lab #3: Scoring Model
Capture and print out a screen demonstrating that you can create a simple
scoring model using spreadsheet software to evaluate Timberjack bids. Briefly
discuss the logic you used in creating your scoring model categories and their
weights.[Schedule]
Case Briefs
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Directions
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Questions to Address
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Sample Case Brief
Schedule:
|
Session |
Topic |
Resource
Materials/Due dates/Comments |
|
1 |
Introduction to course & review of syllabus;
Definitions and Concepts; Myths and Realities; Career Issues |
In-class case: Great Falls Case, 1993
(Great Falls.pdf); in-class reading: Anthes, 1996
(Anthes.pdf)
Lecture overheads
(Lecture 1.pdf)
Reading: Hirsch, 1996
(Hirsch.zip) |
|
2 |
HyperCase Workshop
Hypercase is at:
www.thekendalls.org |
Reading: McLean & Smits, 1995
(McLean.zip)
Lab #1 ; FYI: You will need Hypercase for all the
assignments as well so please familiarize yourself with this setting! |
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3 |
IT Strategy & Control of the IT Resource
|
Lecture overheads
(Lecture 2.pdf)
Reading: Quinn & Hilmer, 1993
(Quinn.zip)
Case brief on Tom Thumb
(Tom Thumb.zip) due. |
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4 |
Strategic Sourcing |
Lecture overheads
(Lecture 3.pdf)
Readings: Huber, 1994
(Full Citations Web page) ; Lee, 1995
(Lee.zip) |
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5 |
The Decision to Outsource IT; Decision Frameworks;
Dangerous Systems Liaisons |
Lecture overheads
(Lecture 4.pdf)
Case brief on Sears
(Full Citations Web Page) due. |
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6 |
Continued |
Reading: Straub, Weill, & Stewart, 1999 |
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7 |
Preparing RFPs |
Assignment #1 due; oral presentation due.
Lecture overheads
(Lecture 5.pdf)
Readings: (1)
Canadian Government RFP Guidelines & Boilerplate Contract; (2)
Straub, D., ed. "Computer Info. Services RFP for Hudson Valley Community
College;
(3) Straub, D., ed., "Sample RFP for MRE"
Case brief on
Timberjack due. |
|
8 |
Bid Evaluation
|
Lecture overheads
(Lecture 6.pdf)
Reading: Outsourcing Institute, 1998
(Full Citations Web page);
Lacity & Willcocks, 1998
(Full Citations Web page)
Case brief on
BellSouth due. |
|
9 |
Systems and Services Contracts |
Exam #1
Lecture overheads
(Lecture 7.pdf)
Case brief on
General Dynamics due. |
|
10 |
Legal Protection of Systems Integration
Acquisitions; Measurement and Benchmarking |
Assignment #2 due
Lecture overheads
(Lecture 8.pdf)
Reading: Outsourcing Institute, 1998
(Full Citations Web page)
Case brief on
General Dynamics due. |
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11 |
Negotiation & Relationship Management; Systems
Integration Project Management Parts I & II |
Lecture overheads
(Lecture 9.pdf)
Reading: Ang & Straub, 1999
(Full Citations Web page);
Case brief on
Kodak due. |
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12 |
Continued |
Assignment #3 due; oral presentations due. |
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13 |
Systems Integration Implementation
|
Case brief on
2001 Space Database due.
|
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14 |
Role Playing Working Session |
- |
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15 |
Role Playing Working Session |
- |
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Assignment #4, Parts I & II due. Please email all files to instructor.
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