MBA 8500

Leading Dynamic Organizations in the Information Age

Bill Lekse
E-mail:
Office Location: Babson Hall 216 C
Office Extension: 4470
Office Hours: By Appointment / Joe Nedder
E-Mail:
Work Phone: 781-750-8068 ext. 230
Office Hours: By Appointment

Session 1 - Introduction

The first class will include:
* Welcome and Introductions
* Course objectives, logistics, syllabus
* IT and OB frameworks we will use throughout the class
* Discussion of readings
The discussion on IT will include two parts.
Part 1:Motivation for studying information technology
Part 2:Technology Overview-An introduction of IT terminology and concepts, and a framework for conceptualizing information systems.
PART 1: Motivation
READINGS:
Digital Rx, by Scott Kirsner, Fast Company, January 2002.
An article about the Information Technology (IT )transformation and financial turnaround at the DetroitMedicalCenter.

Getting IT Right. Feld, Charlie S. and Stoddard, Donna B. Harvard Business Review, February 2004. (An EBSCOhost link.)

PART 2: Technology Overview
READING: IT Primer (click on the link above under the session heading)
OBJECTIVE:
The intent of today's session is to establish a baseline understanding of the parts of an IT architecture and to establish a common terminology for discussion of those parts. This may not be the most exciting session in the course but it will provide a necessary foundation for future case discussions. We will leverage your collective experience with information technology and information management in order to bring the entire class to a common level of understanding and use of key terms.
As preparation for class, please think about the following questions. Be prepared to discuss your answers in class. Use your most recent work experience and your experience as a consumer to inform your answers. Your experience may not allow you to address every question, just do your best!
IT Infrastructure
What kind of operating system and computer hardware do you normally work on in the workplace? ....at home?
Assuming you have a computer at home and at work, are these computers the same? If so, what are the advantages of having the same in both places?
What other kinds of operating systems and comptuer hardware exist that offer alternatives to what you use?
What kind of application software do you work on? What kind of application software do you use most of the time?
In what types of networks do you have experience? LANs, WANs, Internet, Intranets, etc.
How do these networks differ? Strengths, weaknesses, capabilities, cost?
What does platform mean?
What is a firewall? What is its primary function?
Please note any significant positive or negative experiences that you may have had with networks and/or firewalls?
Data and Databases
With what types of databases do you have experience?
How do the capabilities of these databases differ?
What are the major advantages of databases vs. flat files or other forms of data storage?
Please note any significant positive or negative experiences that you may have had with data, data management or databases?
Applications
What experiences have you had with enterprise-level applications such as ERP, CRM, etc.? What are the primary capabilities inherent in these systems?
What experiences have you had with groupware (beyond e-mail), such as Lotus Notes or Exchange? What is the primary function of groupware?
How have the capabilities inherent in web servers and web browsers influenced the expansion of electronic commerce?
Please note any significant positive or negative experiences that you may have had when interfacing with any of these applications.
People, organization and processes (POP)
Look back at an IT implementation failure that you experienced or observed. What kinds of risk were not properly managed?
Compare and contrast the different system development methodologies (SDLC, Prototyping, RAD). Have you had experience (positive/negative) with any of these methods? How do you think a firm should select their methodology?

IT Terminology

For those who may want a review of IT terminology the following sites may be useful. Use them as the semester progresses.

These online resources are dedicated to IT.

These online resources are broader in scope, but have an IT section.

Session 2 - Information Technology & the Modern Manager

PART 1: IT Mini-case
This case will stimulate a discussion on our continued overview of IT, which we started last week and will finish this week.
CASE: Apex Manufacturing (click on the link under the session heading)

READINGS:

The Worldwide Web and Internet Technologies (in course packet)
Zeichick, Alex. Host-to-Web Explained. Red Herring, July 1999.

OBJECTIVE: The Apex Manufacturing case looks at a fictitious company that is at a crossroads in its technology architecture. The company has been using old technology for many years and is now faced with a series of decisions brought about by the hiring of a new CEO and a new strategic plan.
DISCUSSION QUESTIONS:
1. What are are strengths and weaknesses of each alternative?
2. What are the benefits and issues of using package software solutions?
3. What are the benefits and issues of developing your own solutions?
4. What would be your recommendation for Apex?
PART 2: The World of the Modern Manager - Erik Peterson (80 minutes)
READINGS:
What Leaders Really Do. John P. Kotter, Harvard Business Review May/June 1990 (An Ebscohost link.)
Venerable Harvard Professor John Kotter explains the difference between managing and leading.
CASE:
Erik Petersen A 9-494-005 (in course packet)
Erik Petersen B 9-494-006 (in course packet)
Case Discussion Questions:
1. What problems are facing Erik Peterson?
2. What are the underlying causes of these problems? How effective has Peterson been in taking charge of the Hanover startup, in terms of managing the new operation and providing leadership?
3. What actions, if any, should Peterson take to turn the situation around? What should he do to prepare for his meeting with Chip Knight, Ric Jenkins, and Dash Harper at the end of March?

Session 3 (Saturday - 17 September)- Implementing IT in a Work Process: A Simulation
Tentative schedule: 9am - 4pm (this is a required class)
In this Saturday session we will be conducting a business simulation that explores the challenges of implementing a simple IT system into an existing work process amidst a competitive, fast-paced environment.
Readings: None
Preparation:
* If necessary, re-familiarize yourself with MS Excel
* Everyone please bring a calculator (any kind that can do basic addition, subtraction, multiplication, etc.)
* We will also need at least 25 students to bring a laptop computer with MS Excel installed (any version) and a 3 1/2" floppy disk drive. We'll ask for volunteers in class.

Session 4 - Motivating Knowledge Workers

A Brief Note on Social Motives, Harvard Business School Note #477-053 (in course packet)

The classic McClelland need theory of motivation.
Nine Steps Toward Creating a Great Workplace- Right Here and Right Now. Harvard Management Update March 1999 No. U9903A (An Ebscohost link.)
CASE:
Soul of a New Machine Excerpt (in course packet)
-- A brief one page intro to the reading is linked above
This is not a chapter excerpt but compilation of various passages in the book that talk about the team's work, motivation, and commitment, as well as Tom West's managing style. Tracy Kidder's book won the Pulitzer Prize in the early 80's.
Discussion Questions:
1. What are your theories about why these people are giving this kind of effort?
2. How effective would you say Tom West has been as a manager? As a leader? Why?
3. Thinking about your future as a "motivating manager", what lessons can you take away from this story?

Instructions given on how to complete on-line DiSC behavioral assessmentat the end of class. The results and debrief will be discussed in Session #7.

Session 5- Knowledge Management

KM links:

First Individual Assignment Due - hand in before class starts

CASE: Knowledge Management at Andersen Consulting (in course packet)
READINGS:
What's Your Strategy for Managing Knowledge? , Hansen,M.T., Nohria,N., Harvard Business Review, March/April 1999(An Ebscohost link.)
Just-in-Time Delivery Comes to Knowledge Management, Davenport, T. and, Glaser, J., Harvard Business Review, July 2002(An Ebscohost link.)

How to Fix Knowledge Management. Gilmour, David. Harvard Business Review, October 2003. (An EBSCOhost link.)

OBJECTIVE: To demonstrate the role Knowledge Management can play in leveraging the firm's intellectual capital. Specific objectives include:
-- To explore and develop a working definition of knowledge that effectively differentiates the concept from data processing and/or information management.
-- Explore IT architecture requirements necessary for development of an effective KM system in a distributed organization.
-- To demonstrate the technical challenges associated with the development of knowledge management (KM) systems.
-- To explore the organizational challenges associated with the deployment of knowledge management (KM) systems in a professional services organization.
-- To integrate the evolving role of IT in the creation and management of knowledge assets with the organizational challenges inherent in their effective deployment.
NOTE: These discussion questions are intended as additional stimulation for in-class discussion.For your assignment, focus your efforts only on the instructions and questions as they are stated in the assignment.
DISCUSSION QUESTIONS:
1. How would you define 'Knowledge'? How does knowledge differ from information or data?
2. What is Knowledge Management and what role does IT play in the effective creation and operation of an organization's knowledge management capability?
3. What are some of the technical challenges that Andersen management must overcome to make the KM initiative successful?
4. What are the key IT architecture components that must be in place in order to enhance Andersen's knowledge management capabilities?
5. What organizational challenges will Andersen face? Consider both internal, employee-based issues and external, client-focused issues?
6. Has Andersen followed the KM guidelines as laid out in the Hansen, Nohria and Tierney article?
-Does the company follow a codification or personalization strategy?
-Does this choice fit the contingencies?
7. What are some alternatives for effectively working with and managing large volumes of data, information or knowledge?

Session 6 - Influence and Conflict in the Info Age

READINGS:
Influence without Authority: The Use of Alliances Reciprocity, and Exchange to Accomplish Work. Allen R. Cohen and David L. Bradford, Organizational Dynamics, Winter 1989 (An Ebscohost link.)
The Necessary Art of Persuasion. J.A. Conger, Harvard Business Review, May-June 1998 (An Ebscohost link.)

In-Class discussion: Twelve Angry Men (movie shown in class)

Session 7 -- eCommerce and eCommerce Firms

CASE: Amazon.com 2000
READINGS:
Mighty Amazon, Vogelstein, F., Fortune, May 26th, 2003 p. 60 (An Ebscohost link.)
OBJECTIVE: Understand some of the ways that e-commerce is radically changing the retail marketplace, and gain insight into how firms may successfully evolve into an eCommerce (i.e.,information technology) firm.
DISCUSSION QUESTIONS:
1. What are the necessary competencies of a physical retailer? ...of an online retailer? ...of a ?click & mortar? retailer?
2. What are Amazon's business models? Strengths and weaknesses of each?
3. What is the right mix of retailing, auctions and marketplaces?
4. Does potential for economies of scope remain when online business takes possession of inventory?
5. What products or services sell well in the online retailing? What ones do not sell well? Are there any generalities we can draw here?
6. Can the same physical infrastructure that is used to move books be used to move toys, power tools, lawn chairs?
7. How easy/difficult is it to launch new product categories?
8. What different types of technologies are the backbone for a business like Amazon's?
9. Where will the innovation in online retailing occur?
10. What are the main risks that may potentially undermine the long-term viability of online retailing?
11. Should they develop a logistics network on a regional, national or international level?

Session 8 - Customer Relationship Management (CRM) and Individual Behavioral Styles

Part I: Customer Relationship Management (CRM)
CASE: MOORE MEDICAL CORPORATION (in course packet)
READING:
Avoid the Four Perils of CRM, Rigby, D.K., Reichheld, F.F., Schefter, P., Harvard Business Review , Febuary 2002 (An Ebscohost link.)
OBJECTIVE: CRM is an emerging area. This case will enable a discussion of the technology that underlies CRM, and illustrate the objectives and implementation challenges associated with CRM. (Note: This case can be used for a discussion on ERP as well. Our objective is to focus on the company's implementation of the CRM system.)
DISCUSSION QUESTIONS:
As you prepare this case, assume that Moore Medical purchases the Clarify CRM solution. Further assume that this system can deliver to all of their marketing and customer relationship needs. Then, using the framework presented in the article, consider the following questions:
1. What are the characteristics of the practitioner customer segment? Should Moore treat all six practitioner customer segments alike?
2. Does Moore?s current strategy and structure fit well with its emphasis on the practitioner customer segment?
3. Should the company invest in CRM? How do you quantify the benefits of CRM? What other criteria may be used to guide analysis of the investment decision?
4. Assuming the company moves forward with CRM, how should Moore go about implementing the CRM system as an integral component of its marketing function?
5. What changes will be required in Moore's IT architecture and what risks do you foresee with regards to implementing CRM?

Moore Medical Pre-brief

I have an interesting exercise that you may choose to use while preparing the Moore Medical case study. While this exercise is best used as a ?pre-brief,? it will also be interesting to those who have already read the case. It should not be used as a substitute to reading the case.

THIS EXERCISE IS NOT REQUIRED OF YOU.

A colleague of mine and another MBA8500 ITM professor, Professor Ted Grossman has prepared a pre-brief on Customer Relationship Management (CRM) systems for the Moore Medical case. This is a multi-media presentation that you may view prior to reading and analyzing the case. There are just a few things you need to know before you access the presentation.

1. If you do not have the latest version of Flash Player (version 7) you will be prompted to download the plug-in when you open the presentation. (This download is a very quick process).

2. This presentation contains audio files, therefore you will need a sound card and speakers or headphones.

3. Some of this material will take a moment or two to begin. The content is best used on a broadband connection, on which the entire exercise should take about 45-60 minutes.

The link to the presentation is provided below.

To view the CRM pre-brief:
To download in ZIP format and then uncompress to view (recommended if you use a narrowband connection?i.e., 56kbps modem and phone line connection):

AGAIN, THIS EXERCISE IS NOT REQUIRED OF YOU.

Part 2: Individual Behavioral Styles

Please complete the on-line behavioral assessment before ______. Thepassword and instructions were given out in Session #3.
OBJECTIVE: Hand out DiSC (Behavioral Assessment) results and debrief .
READINGS:
Communication in One-on-One Relationships, Harvard Business School Note #476-075 (in packet). A Harvard note on misunderstanding in interpersonal communication.

Session 9 - ERP Systems and Implementing Change

Part 1: ERP Systems

OBJECTIVE: This session reviews the ERP implementation efforts at Cisco. Our discussion will include the challenges of ERP implementation, suggestions for successful implementation, and benefits from a good implementation
CASE: Cisco Systems, Inc.-- Implementing ERP

READINGS:
Enterprise Resource Planning: Common Myths Versus Evolving Reality, Mabert, V.A., Soni, A., Venkataramanan, M.A., Business Horizons, May/June 2001(An Ebscohost link.)
Leading Change: Why Transformation Efforts Fail. John P.Kotter, HBR, March/April 1995 (An Ebscohost link.)
OPTIONAL READINGS:
Avoiding the Pitfalls of ERP Systems. Theodore Grossman and James Walsh. June 2003. (click on the link above under session heading)
Putting the Enterprise into the Enterprise System. Thomas Davenport, HBR,July/Aug 1998(An Ebscohost link.)

NOTE: These discussion questions are intended as additional stimulation for in-class discussion. For your assignment, focus your efforts only on the instructions and questions as they are stated in the assignment.
DISCUSSION QUESTIONS:
1. What reasons do executives give for not implementing an ERP solution? Why did Cisco decide to implement ERP anyhow?
2. What factors contributed to the project's success?
3. What problems occurred during implementation? Could they have been prevented?
4. Describe the pre-ERP IT architecture at Cisco. What are the key weaknesses of this IT environment? How effectively does the ERP solution address these weaknesses?
5. Evaluate the IT risk profile for the ERP implementation? As a manager, what actions would you take to mitigate the technology risks of this project?
6. Did Cisco follow a single vendor or best-of-breed approach to ERP implementation? What are the trade-offs between these alternative approaches?
7. Would you consider this to be a successful project? Why or why not?

Part 2: Group Presentations on ERP Case (The assignment is under Assignments)

IT Staff Groups Advocate for Best of Breed Solution

Consultant Groups Advocate forIntegrated Solution

Session 10 - Performance Management & Leadership

Part 1: Group Presentations on ERP Case (The assignment is under Assignments)

Plant manager groups present their decision andthe rationale behind it.

Part 2: LEADERSHIP AND PERFORMANCE MANAGEMENT
READINGS:
Managing Performance Harvard Reprint 9-496-022 (in packet)
Leadership that Gets Results Dan Goleman, Harvard Business Review, March-April 2000 (An Ebscohost link.)
This article comes from the author of "Emotional Intelligence" and is the latest version of situational or contingency theory of leadership (i.e. the best leaders adapt their leadership style to fit the situation at hand).
CASE: Wolfgang Keller at Konigsbrau-Hellas A 9-498-045 (in packet)
DISCUSSION QUESTIONS:
1. What is your analysis of the situation facing Keller as he returns to Athens?
2. What is your assessment of Petrou's performance? Please be specific.
3. How effective has Keller been as a coach to Petrou? Why? Could you have done better? Why? How?
4. What are the underlying causes of his performance problems? What actions should Keller take upon returning to Athens? Be specific.
5. What are the implications for Keller's development as a leader?
Come prepared to assume the role of either Keller or Petrou in a performance review situation.