Instructor Notes Module 2: Identifying
Business Processes, Challenges, and
Vision
Introduction
This module provides students with an overview of the process they will use in
the course to gather, analyze, and present business requirements.
The module also introduces business processes, business challenges, and vision
statements. Each of these concepts is introduced at a high-level and will be
refined later in the course.
Students also read the Ferguson and Bardell, Inc. case study for the first time.
Use the content and activities to provide students with a high-level view of
what they will be doing in the course and how to develop a big picture of a
business.
After completing this module, students will be able to:
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Describe the general process and deliverables when gathering, analyzing,
and presenting business requirements.
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Identify business processes.
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Identify business challenges.
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Create a preliminary vision statement.
Materials and Preparation
This section provides you with the materials and preparation needed to teach
this module.
Materials
To teach this module, you need the following materials:
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Microsoft
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PowerPoint
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file P02_1585.ppt
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Module 2: "Identifying Business Processes, Challenges, and Vision"
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Activity 2.1: "Reviewing the Process"
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Activity 2.2: "Identifying Business Processes"
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Activity 2.3: "Identifying the Business Challenge and Vision Statement"
Presentation:
60 Minutes
Activities:
100 Minutes
2 Instructor Notes Module 2: Identifying Business Processes, Challenges, and Vision
Preparation
To prepare for this module, you should:
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Read all the materials for this module.
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Complete the activities.
Instructor Notes Module 2: Identifying Business Processes, Challenges, and Vision 3
Activities
This section provides procedures for implementing interactive activities to
present or review information, such as games, simulations, or role-playing
exercises.
Activity 2.1: Reviewing the Process
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To prepare for the activity
1. Complete the activity.
2. Write down examples from your own experience that illustrate how you
have gathered, analyzed, and presented business requirements.
This is a short activity. The activity provides you with an opportunity to gauge
students’ understanding of the overall process. Students do not need to know
specific details at this point. They should be aware that they will step through
each part of the process in the following modules.
Activity 2.2: Identifying Business Processes
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To prepare for the activity
1. Read the Ferguson and Bardell, Inc. case study.
The main business processes are accounting, invoicing/billing, and support
systems such as e-mail.
Questions for Class Discussion
The following questions can help start a discussion of the activity:
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Although the case study does not provide enough detail to prioritize
business processes, can you suggest what might be priority processes and
why?
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Given the type of business and the information available what business
processes might be hidden that you can identify?
Activity 2.3: Identifying the Business Challenge and
Vision Statement
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To prepare for the activity
1. Read the business challenge and vision statement provided in the Ferguson
and Bardell, Inc. solution set on the Instructor CD.
It is important for students to develop their own business challenge and vision
statement. As much as possible, the students should create their own solutions
throughout the course and use their solutions in subsequent activities. If the
class is unable to generate a business challenge and vision statement, use the
examples from the Instructor CD by writing them on flip-chart paper so that
students can use them for future activities.
Questions for Class Discussion
The following questions can help start a discussion of the activity:
4 Instructor Notes Module 2: Identifying Business Processes, Challenges, and Vision
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Would you act on the business challenge? What factors in the case study
determine your answer to this question?
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What guidelines do you have from your previous project experiences in
developing a business challenge?
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What challenges did you have in writing a concise vision statement?
Instructor Notes Module 2: Identifying Business Processes, Challenges, and Vision 5
Module Strategy
Use the following strategy to present this module:
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Gathering, Analyzing, and Presenting Business Requirements
This section serves as an introduction to the process of gathering, analyzing,
and presenting business requirements that students will use throughout the
course. It introduces the concept of aligning business and technology groups
and using a process to develop solutions to business and technology
challenges.
Remind students that they will be delving into each part of the process in the
modules that follow. Avoid getting into any detail at this point. Emphasize
the deliverables along the way. Indicate the module in which you will cover
each step in more detail so that students can see the course flow.
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Activity 2.1, "Reviewing the Process"
This activity serves as an opportunity for you to learn more about students’
work experience and to assess their understanding of the overall process. If
students have not had much business experience gathering and analyzing
requirements, you will need to use examples from your own experience.
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Business Processes
This section introduces students to the common processes that occur across
all businesses and those processes specific to a business. Students should
see that they need to get the big picture of a business before launching into
the process of gathering, analyzing, and presenting business requirements.
Let students know that at this point they are identifying the processes at a
high level, rather than focusing on specifics. They will focus on the details
of each process when they start gathering and analyzing information about
the high-level processes.
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Activity 2.2: "Identifying Business Processes"
Students should identify as many processes as possible in the case study.
They should not try to prioritize business processes or determine any details
of the process. They will focus on a subset of the processes when they
identify the business challenge and vision statement.
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Business Challenge
Students took a high-level view of a business when identifying business
processes. Now, they begin to narrow the scope by learning about a business
challenge that may focus on a subset of the business processes. Students
should realize that the business challenge may already be identified when
they join a project. They will still need to verify the accuracy of the business
challenge.
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Activity 2.3, "Identifying the Business Challenge and Vision Statement"
Let students determine their own business challenge and vision statement in
their small groups. If they have problems developing a common business
challenge or vision statement, review the case study with them and point out
the main problem with the consultant timesheets and customer billing, and
then develop a common answer with the class.