SYLLABUS Enterprise Systems and Supply Chain Management (MKT 427)

Transcription

1 University of Wisconsin- Madison Pete Lukszys Wisconsin School of Business Spring 2016 SYLLABUS Enterprise Systems and Supply Chain Management (MKT 427) Lecture: Instructor: Office: Office Hours: Office Phone: 11:00AM 12:15PM T/R, 1270 Grainger Hall Peter B. Lukszys, MBA, CPIM (Pete) 3122 Grainger Hall Thursdays 2:30PM 3:45PM, and by appointment (608) COURSE DESCRIPTION This course provides an overview of enterprise systems and supply chain business processes, and introduces students to how enterprise systems are used to manage supply chains and make effective business decisions. Students will use SAP ERP (enterprise resource planning) software throughout the course, the same software used by many organizations in industry. This is a business course about the IT used to run companies and manage their supply chains. Students pursuing careers in supply chain management, operations, marketing, product management, finance, accounting, engineering, consulting or general management could benefit from this course. It is not intended to be a technical, software development or software training course; but rather, a business course about the IT that enables supply chain processes. The course is organized in 3 modules: Module 1: Overview of Enterprise Systems and Supply Chain Business Processes Module 2: Managing the Implementation of Enterprise Systems Module 3: Using ERP to Run Supply Chains & Make Business Decisions Revised January 15, 2016 page 1 of 7

2 Module 1: Overview of Enterprise Systems and Supply Chain Business Processes The course begins with an overview of business processes across the supply chain, then shows how integrated processes create value, and finally demonstrates how these processes look in enterprise systems through hands- on lab exercises using SAP software. The sales order- to- cash process and purchase- to- payment process will be covered in detail. An introduction to Customer Relationship Management (CRM) and Supplier Relationship Management (SRM) systems will be provided. Although SAP software is primarily used, an effort will be made to keep the course software neutral. A key idea emphasized throughout the semester is the system should, but doesn t always in practice, support the business process regardless of what software is used. Module 2: Managing the Implementation of Enterprise Systems Whether it be a global, end- to- end implementation of an enterprise system or just upgrading one module of an existing information system, many students will be involved with an IT roll- out at some point in their career. Poorly planned and executed system implementations have shutdown companies for days. On the other hand, significant competitive advantage can be gained when systems enable business processes that differentiate a company. Best practices in ERP project methodology and pitfalls to avoid will be covered through several case studies, lecture, and battle stories from guest speakers. Module 3: Using ERP to Run Supply Chains & Make Business Decisions Using an ERP Simulation Game, students are put in a situation in which they have to run a business with a real- life SAP system. Teams of students will compete in this ERP supply chain game - interacting with suppliers and customers by sending and receiving orders, delivering products and completing the entire cash- to- cash cycle. Using reports from SAP, students must analyze their transactional data to make business decisions and to ensure profitability of their operations. Progressively more challenging simulation scenarios are introduced, ending with Simulation Day at the end of the semester that serves as an assessment. Each team will prepare a Game Plan report outlining their team strategy for Simulation Day, and analyzing the results of previous games using data extracted from each team s ERP system. The ERP Simulation Game uses SAP ERP and was developed at the University of Montreal HEC for use in the classroom. COURSE OBJECTIVES 1. Students will describe key business processes related to supply chain management. (Knowing) 2. Students will effectively utilize an ERP system to execute key business processes related to supply chain management and have an intermediate level of ability to navigate within an ERP system. (Doing) 3. Students will identify and analyze appropriate data and information from an ERP system as a means to making measurable improvements in the performance of a business. (Doing) 4. Students will understand methods used by organizations in implementing enterprise systems and will articulate best practices and common mistakes. (Knowing & Doing) My goal is that this experience ultimately plays a meaningful role in helping you prepare for and advance in your professional career. Revised January 15, 2016 page 2 of 7

3 REQUIRED COURSE MATERIALS 1. TEXTBOOK: A Guide to ERP by Lineke Sneller ISBN: Download e- book from bookboon.com: 2. CASE STUDIES: An electronic packet of case studies can be directly purchased and downloaded from Harvard Business Publishing. See course site for link to purchase. The total cost for the cases is about $ ERP SIMULATION GUIDE BOOK: You will receive an inviting you to purchase and download the e- book midway through the semester. Wait until you receive this invitation to purchase the book, which also includes access to the simulation software. The cost is about $30. ERPsim Participant s Guide by Léger, P.- M., Robert, J., Babin, G, Pellerin, R., Wagner, B. ISBN: OPTIONAL COURSE MATERIALS 1. BUSINESS PROCESS INTRODUCTION: For those with little or no previous exposure to business processes, this text provides an introductory- level discussion of the procurement process (chapter 3), order fulfillment process (chapter 4), and production process (chapter 5). A copy of this text is on reserve at the Business Library. Essentials of Business Processes & Information Systems by Simha Magal and Jeffrey Word. ISBN: ERP/IT PROJECT MANAGEMENT TEXTBOOK: This text contains chapters on advanced- level concepts in managing ERP projects. Enterprise Systems for Management, 2 nd edition L. Motiwalla & J. Thompson. ISBN: COURSE LEARNING APPROACHES SAP hands- on lab exercises Lecture Guest speakers ERPsim simulation game Case studies Exam and quizzes Software demonstrations Revised January 15, 2016 page 3 of 7

4 GRADING 40% Midterm exam 35% ERPsim papers, quiz, and game results 10% Bombardier case analysis 10% Class contribution and participation 1 5% SAP lab reports Course grades are determined on a relative (i.e., curved) scale. Points earned on individual assignments and exams are posted on the course website throughout the semester. At the end of the semester, total points for each student are summed and final grades are determined based on a curve (i.e., as opposed to an absolute % scale). I will use the University s standard grading scheme for this course: A (Excellent); 4.0 AB (Intermediate grade); 3.5 B (Good); 3.0 BC (Intermediate grade); 2.5 C (Fair); 2.0 D (Poor); 1.0 I anticipate the final grade point average for this 400- level class to be approximately 3.2, with approximately 20%- 25% of students receiving an A grade. However, students performances vary from year to year. Therefore, I retain discretion to alter the final grade distribution accordingly. Please do not provide draft assignments to me for comment before submitting them for grading. Giving feedback on initial drafts can easily turn into pre- grading and could create fairness issues. It is expected that assignments are submitted on time via the course website. I will accept late homework assignments up to 48 hours past the due date. Late homework assignments will receive a deduction of two letter grades (or approximate point values) per 24 hours late (e.g., assignment turned in 12 hours late with initial grade of A would be reduced to final grade of B). Required course activities that must be completed to receive a grade in this course are as follows: midterm exam, ERPsim quiz, and participating in the ERPsim final simulation. Requests for make- up or alternate exam and quiz times are rarely granted, except in situations such as medical emergencies of students or family members. 1 Includes case study participation, online polls and discussions, lecture participation, and ERPsim team evaluation Revised January 15, 2016 page 4 of 7

5 EXPECTATIONS Academic Integrity Academic honesty is expected and required. Any academic misconduct will be enforced per University policy. If you have any questions what is expected of you in this course, please simply ask. Attendance I expect you to consistently attend class and to be on time. If you miss two or more consecutive classes or miss a significant number of lectures during the semester, I would expect that you would contact me via . I expect that you put the same amount of energy into preparing for class as you would an important business engagement. I have made an effort not to schedule mandatory class activities (e.g., midterm exam) on religious holidays. If you have a conflict between a required class activity and a religious holiday that you observe, please let me know via during the first two weeks of the course and we can work out an alternative means for you to complete the class activity. I will extend reasonable consideration to accommodate you for university- related extracurricular activities that conflict with our class. I expect you to notify me within the first two weeks of the course of any known conflicts. Electronic devices during class The Wisconsin School of Business policy is that students are not permitted to use personal electronic technology such as computers, cell phones, mp3 players, recording devices or other hand- held devices during class periods unless specifically permitted by the course instructor. We believe that classroom use of such technology can serve as a distraction for the user, classmates, and the instructor, and can hinder instruction and learning. In establishing restrictions, instructors are expected to make reasonable accommodations for students with disabilities. Accommodations Your success in this class is important to me. If there are circumstances that may affect your performance in this class, please let me know as soon as possible so that we may work together to develop strategies for adapting class activities to meet both your needs and the requirements of the course. The McBurney Disability Resource Center ( ) provides resources for students with disabilities. You will need to provide documentation of disability to them in order to receive official university services and accommodations. Please don t hesitate to let me know if you require assistance or accommodations for any reason. I look forward to working with you to meet your learning goals. If you need accommodations, please me during the first two weeks of the course. Revised January 15, 2016 page 5 of 7

6 Course Schedule Enterprise Systems & Supply Chain Management MKT 427 # Date Day Topics Readings Deliverables Jan T Course introduction Syllabus Jan R Overview of ERP Systems, part 1 Chapters 1 and 2, Guide to ERP Resume (not graded) ERP Fundamentals Jan T ROI of IT investments Jan R Overview of ERP Systems, part 2 The San Diego City Schools: ERP Return on Investment case study (Harvard), p , Guide to ERP Chapter 3, Guide to ERP, and "Confessions of an SAP Expert Witness" (optional) Essentials of Business Processes and IS textbook, chap. 3-5 Poll & Response þ 5 2- Feb T Navigating in SAP (Lab 1) Lab 1 exercise 6 4- Feb R 7 9- Feb T Business Processes Purchase- to- payment process (Lab 2) Order- to- cash process (Lab 3) Production process (Lab 4) - complete Lab 4 outside class Inter- company IT systems, EDI & Process integration Lab 2, 3, and 4 exercises posted articles Lab 2, 3 and 4 reports Feb R Cisco's Oracle implementation Cisco Systems (Harvard) Poll & Response þ Feb T Harley's purchasing module selection Harley- Davidson (Harvard) Poll & Response þ Feb R Feb T Implementation Case analysis group meetings (no class) Bombardier's aerospace ERP implementation Successfully Navigating the Turbulent Skies of a Large- scale ERP Implementation (Harvard), Chapters 5-8, Guide to ERP Case analysis group assignment due Feb R ERP Extensions Customer Relationship Management (CRM) processes and systems Moore Medical Corp. (Harvard) Poll & Response þ Mar T Retail POS enterprise systems Zara: IT for Fast Fashion (Harvard) Poll & Response þ Mar R Guest speaker from Deloitte on supply chain IT strategy Mar T Exam Midterm exam (during class time) Midterm exam (required class activity) Revised January 15, 2016 page 6 of 7

7 Course Schedule Enterprise Systems & Supply Chain Management MKT 427 # Date Day Topics Readings Deliverables Mar R Mar T ERPsim - Introductory game Chapters 1 and 2, Introductory Game Job Aid Mar R Supply chain processes and MRP Posted reading Mar T ERPsim - Financial business processes Mar R No class Apr T ERPsim - Practice Game #1 Chapter 3, Chapters 4 and 5, Extended Game Job Aid Financial Reporting assignment Apr R Data Analysis workshop Apr T Apr R Apr T Apr R Business decision- making using ERP ERPsim - Practice Game #2 ERPsim - Practice Game #3 Chapter 6, Extended Game Job Aid Chapter 6, Data Analysis lab assignment (in class) Apr T Game Plan meetings with teams (outside class throughout day) no reading Rough draft Final Simulation Paper (not graded) ERPsim Quiz (11:00-11:40 room 1270) ERPsim Quiz Apr R May T ERPsim - Final Simulation (attendance mandatory) no reading Complete Final Simulation May R Team debriefings of final simulation May R meet in 2294 "Final Simulation Game Plan & Analysis" paper due (one per team). No class meeting. Team paper must be uploaded to course website by 5/10/16 9:45AM. Revised January 15, 2016 page 7 of 7