information organization, business and finance homework help

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ALSO: In preparation for the Stage 2 assignment, please list some inputs to the process (things or information needed to perform the process) and outputs of the process (things or information that result from the process), so we can discuss those as well. Everyone needs a good understanding of inputs and outputs in order to successfully complete Stage 2, which is due at the end of next week.

The Stage 2 case study project is due as shown in the schedule. The assignment instructions are attached.The Customer Appointment Process Model Excel file is also attached. The assignment refers you to an example Scheduling Process Model, which is also attached. The Case Study is posted under Course Resources > Case Study and Walmart Example. Use the Case Study to develop your assignment and refer to the Walmart Example to understand the concepts and what is required for the assignment.

ISFM-300 Case Study, Stage 2: Business Process Analysis and Functional Requirements Before you begin this assignment, be sure you: 1. Have completed all previously assigned readings, particularly those assigned in Week 2. 2. Re-read the “Kelly's Salon Case Study" and the Stage 1 assignment, and review the “Walmart Example,” beginning with "Background for Stage 2" on page 3. 3. Review Instructor feedback from the Stage 1 assignment. 4. Carefully review the Example shown following the Assignment instructions below. Purpose of this Assignment This assignment demonstrates how business processes are analyzed to develop information systems functional (business) requirements. This assignment specifically addresses the following course outcome to enable you to:  analyze internal and external business processes to identify information systems requirements Overview of Business Process Analysis and Functional Requirements for Kelly's Salon For your Case Study Stage 1 assignment, you performed a Five Forces Analysis and justified Kelly's chosen strategy for competitive advantage and the business process that she would like to improve through the application of technology. In the Stage 2 assignment, you will identify the inputs, processing, and outputs of Kelly's selected business process. Those inputs, processing, and outputs form the functional (business) requirements for an IT system to improve the process. The first step in identifying the functional or business requirements for an information system is to develop the high level requirements that establish the scope of the system. Kelly has selected the Customer and Employee Scheduling Process for improvement using an IT solution, and together you have identified the following high level requirements. The system must:          Allow employees to enter their availability and desired days/times to work Allow Kelly to review the employee requests and develop a schedule Make the schedule available to employees to review their final work schedule Make the employee schedule available for staff to enter customer appointments Allow Kelly and the staff to enter customer appointments Keep track of customer appointments, including stylist and service performed Accommodate changes in the employee schedules and customer appointments, and update the schedule accordingly Accommodate changes in the customer information stored in the system Provide management reports to Kelly showing employee workload, customers served, customer contact information, busy times/days, etc. For this assignment, you will focus on the customer appointment portion of the overall process. The high level requirements are not detailed enough to be used as the functional or business requirements. More detailed requirements are developed using a variety of tools and methods. One such tool is a process model. The process model shows the steps in the customer appointment process. In a process model, rectangles are used to illustrate process steps and diamonds are used where decisions, or choices, are made. You need to be aware that there are 8/13/16 other aspects of the process to be considered, as shown in the high level requirements above. The points at which these additional steps intersect with the customer appointment process are shown in the process model with a circle. Customer Appointment Process Model: The Customer Appointment Process model is separately provided as an Excel file, labeled "Stage 2 Customer Appointment Process Model." Assignment: Kelly's Salon Stage 2: Using the Customer Appointment Process Model, create a document that includes: I. Introduction At the top of your paper, show the strategy for competitive advantage that Kelly selected and the business process she has chosen to improve, using the following format (no additional explanation is required): Generic Strategy for Competitive Advantage: xxxxxxx (just name the strategy) Business Process to Be Improved: xxxxxxxxx (just name the process) II. Table of Functional (Business) Requirements Copy the table below into your paper. Using the Customer Appointment Process Model provided complete the table of requirements for an IT system, for each of the numbered process steps, that includes:    the inputs to the process – include specific items of information or data elements (for example, customer name) entered into the system as part of the process step processing or actions that the system takes (for example, check calendar to let person know if Kelly's Salon is open at the specified time) outputs of the process – include specific items of information or data elements (for example, appointment date) that the system will display or print out for the user to see Note: This is not about what the employee or customer is doing but specifically about data into the system (input), the system does something with that data (process) to deliver the end result (output) There are 7 numbered steps in the Appointment Process itself. In addition, there are three other processes that are needed (shown in the circles), but are beyond the scope of the appointment process: (1) a process for entering the time needed and costs for the various styling services – this builds a database or table for reference in future transactions; (2) a process for scheduling employees to work; and (3) the payment process that collects customer payments and updates the database accordingly. You should be aware that these processes are needed to complete the system, but you do not need to address them in your assignment. The responses that you enter into the table for each requirement must be aligned to the specific business process to be improved and the data it uses, and it must be appropriate to the Kelly's Salon business. Note: Processes are actions that the system will take and should include action verbs. Inputs and outputs are not actions, but are data or information. If you need to use action words (verbs) to describe the input or output, they should be kept to a minimum and put in parentheses. 8/13/2016 – Rev 2 ISFM-300 Case Study, Stage2 2|P a g e Table of Functional (Business) Requirements Steps in the Appointment Process Process Step Step from Customer Appointment Process Model (insert label/title from numbered step) Input Process Output Information/data item(s) entered into the system as part of this step Processing or action the system must perform for this step Information/data item(s)/record created, or displayed, or printed out for the user in this step 1 2 3 4 5 6 7 EXAMPLE Using the Employee Scheduling Process The example below demonstrates what is required for the assignment, using the Employee Scheduling Process, which is shown in a circle in the Customer Appointment Process Model. The process model for this example is separately provided as an Excel file named "Stage 2 Example Scheduling Process Model." The entries in the table correspond with the numbered process steps in the model. Table of Functional (Business) Requirements Steps in the Employee Scheduling Process Process Step Step from Customer Appointment Process Model (insert information from numbered step 8/13/2016 – Rev 2 Input Process Output Information/data item(s) entered into the system as part of this step Processing or action the system must perform for this step Information/ data item(s)/record created, or displayed, or printed out for the user in this step ISFM-300 Case Study, Stage2 3|P a g e 1 Employee logs into the System User ID and password Verify user id and password against security database 2 Employee reviews customer appointments Employee name, dates Locate and present appointment dates for the employee 3 Employee enter dates/times available for work Dates and times available for work (employee name entered in step 2) Record dates and times employee is available for work "Welcome" screen or "Invalid User ID and Password" message Appointment dates for employee Confirmation that dates and times have been saved Formatting: For academic writing, the writer is expected to write in the third person. In third person, the writer avoids the pronouns I, we, my, and our. The third person is used to make the writing more objective by taking the individual, the “self,” out of the writing. This method is very helpful for academic writing, a form in which facts, not opinion, drive the tone of the text. Writing in the third person allows the writer to come across as unbiased and thus more informed.        Submit a document that includes the Table of Functional Requirements. Table entries should be single spaced. Use APA formatted citations and references for any external sources used. Include a title page, and a reference page if references are included. Compare your final work to the rubric to be sure you have met content and quality criteria. Submit your paper as a Word document, or a document that can be read in Word. Your submission should include your last name first in the filename: Lastname_firstname_Stage _2 GRADING RUBRIC: The "right" and "wrong" answers have to do with whether or not you correctly incorporated the course vocabulary and concepts to support your choices, and that you address all parts of the assignment. Be sure to review the grading rubric below before submitting your assignment: 8/13/2016 – Rev 2 ISFM-300 Case Study, Stage2 4|P a g e ISFM-300 Case Study, Stage 2 Rubric: Functional Requirements 90-100% 80-89% 70-79% 60-69% < 60% Far Above Standards Above Standards Meets Standards Below Standards Well Below Standards Possible Points 27-30 Points 24-26 Points 21-23 Points 18-20 Points 0-17 Points 30 All inputs listed demonstrate a strong understanding of course concepts, analysis and critical thinking; and are appropriate for the business in the case study and the process. Avoids the use of action words. Most inputs listed demonstrate an understanding of course concepts, analysis and critical thinking; and are appropriate for the business in the case study and the process. Limited use of action words. Inputs listed are designated and demonstrate a basic understanding of course concepts or analysis. May include some action words. Inputs are provided but selection may be lacking in demonstration of understanding of course concepts or analysis. May overuse action words. Few, if any inputs are provided or inputs are not appropriate for the process step and/or the case study. 27-30 Points 24-26 Points 21-23 Points 18-20 Points 0-17 Points All processing listed demonstrates a strong understanding of course concepts, analysis and critical thinking; and are appropriate for the business in the case study and the process. Most processing listed demonstrates an understanding of course concepts, analysis and critical thinking; and are appropriate for the business in the case study and the process. Processing is listed and demonstrates a basic understanding of course concepts or analysis. Processing is provided but may be lacking in demonstration of understanding of course concepts or analysis. Criteria Inputs Processing 8/13/2016 – Rev 2 Processing shown is not appropriate for the process step and/or the case study. ISFM-300 Case Study, Stage2 5|P a g e 30 Outputs Table Format 27-30 Points 24-26 Points 21-23 Points 18-20 Points 0-17 Points All outputs listed demonstrate a strong understanding of course concepts, analysis and critical thinking; and are appropriate for the business in the case study and the process. Avoids the use of action words. 9-10 Points Most outputs listed demonstrate an understanding of course concepts, analysis and critical thinking; and are appropriate for the business in the case study and the process. Limited use of action words. Outputs listed are designated and demonstrate a basic understanding of course concepts or analysis. May include some action words. Outputs are provided but selection may be lacking in demonstration of understanding of course concepts or analysis. May overuse action words. 8 Points 7 Points 6 Points 0-5 Points Information is professionally presented, clear and easily understood; is written in third person and uses course vocabulary, correct sentence structure, grammar, and spelling. Any references used are listed and cited using APA style. Information is presented well; is clear, and uses correct sentence structure; written in third person, and has few grammar and spelling errors. Any references used are listed and cited using APA style. Information is presented with some grammar and/or spelling errors. Any references used are listed and cited using APA style. Information is not professionally presented, may not be clearly written, and/or contains several grammar and/or spelling errors, or errors in use of APA style for references/ citations. Information is extremely poorly written; has many grammar and/or spelling errors; and/or does not convey the information adequately. Few, if any outputs are provided or outputs are not appropriate for the process step and/or the case study. TOTAL Points Possible 8/13/2016 – Rev 2 30 ISFM-300 Case Study, Stage2 6|P a g e 10 100
Kelly's Salon Appointment Process Individual Needs Appointment for Hair Calls Kelly's Salon and requests appointment Drives to Kelly's 1 Employee greets customer and asks customer last name or phone number Customers 2 Previous Customer? YES Employee welcomes customer back and reminds of last appointment and services provided Employee asks customer what services are needed NO Employee asks for and enters customer information services are needed 3 Service, Time, Cost Employee tells customer cost and time needed for service Does customer want the same stylist as last time? NO Stylist selected YES Employee asks customer when the service is desired Schedule 4 Employee checks stylist availability and times and advises customer Is one of the dates/times acceptable? YES 5 Employee Schedules NO Employee gets alternate date/time and/or alternate stylist from customer 5 Employee Schedules Appointment Is appointment today ? Appointments NO Customer completes call or leaves Kelly's YES Customer receives service; employee documents services completed and time on paper receipt Customer takes paper receipt to cashier 6 Cashier enters info from paper receipt to system and advises customer of total charges Financial Data Customer pays bill Payment from Customer Will customer YES 7 Employee asks customer Will customer provide feedback? YES Employee asks customer feedback questions and enters responses into the system NO Does customer want to schedule next appointment? YES NO Customer leaves Kelly's Salon t Process ves to Kelly's Salon asks for and enters stomer information Process: Enter Time Needed and Cost for Services Stylist selected ployee gets alternate me and/or alternate stylist from customer Employee Scheduling Process mer completes call or aves Kelly's Salon Process: Accept Payment from Customer ployee asks customer Questions/ ployee asks customer ack questions and enters ponses into the system stomer leaves Kelly's Salon Questions/ Customer Responses
Kelly's Salon Employee Scheduling Proces Employee decides to update work schedule 1 Employee logs into the System Security database 2 Employee reviews customer appointments Appointments Employee enter dates/times available for work Schedule 3 Employee logs out Salon eduling Process Kelly reviews and approves schedule Kelly logs into the System Kelly reviews appointments and schedule Does schedule need to change? YES Kelly makes changes to schedule and informs employee NO Kelly logs out

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diana505
School: Duke University

hey, the paper is...

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