Strategic Information Initiatives Week 1 Base-line Perspectives Frank Coker, MBA, CMC President Information Systems Management, Inc. (a consulting firm – since 1985) office Frank Coker, MBA, CMC CEO CoreConnex, Inc. (a software and service company – a new start-up) office

2 Agenda Introductions Course goals (and web site) Perspectives on corporate initiatives Review reading assignments Project teams

3 Goals of this course Vision – creating new realities Communications – talking the talk Analysis – measuring impact Proposals – building consensus / approval Project management – walking the talk

4 Corporate Initiatives (examples) 1.General business planning 2.Mergers and Acquisitions (M&A) 3.Internal policies and procedures 4.Organization restructuring 5.New products or services 6.Competitive analysis 7.Business turnaround 8.Systems selection / implementation 9.Enterprise data model 10.Systems assessments / audits (info?) Metrics Finance Metrics Forecasts Markets Models Research Data analysis Score card

5 Phases Initiation Investigation Implementation Initiative Life-Cycle Operation 1.Business Need 2.Solution Concept 3.Preliminary Analysis 4.Project Proposal 5.Approval 1.Project Team Initiation 2.Research and Analysis 3.Alternatives Evaluation 4.Recommendation 5.Approval 1.Implementation Team Initiation 2.Detailed task plan 3.Pilot Implementation 4.Rollout 5.Post Implementation Review 1.Sustain 2.Performance Review (SWOT) Line Management Project Team (Committee, Staff, Consultants, etc.) Executive Management

6 Initiative Life-cycle 1.Business Need 2.Solution Concept 3.Preliminary Analysis 4.Project Proposal 5.Approval 6.Project Team Initiation 7.Research and Analysis 8.Alternatives Evaluation 9.Recommendation 10.Approval 11.Pilot Implementation 12.Rollout 13.Post Implementation Review 14.Sustain 15.Performance Review (SWOT)

7 Why Get Involved? Career enhancement Learn corporate inner workings Build expertise Connect with decision makers Build reputation Get visible Find opportunities for career next steps

8 What Do You Learn? Leadership Business process Decision making process Internal politics Campaign management Internal selling / consensus building Project management How to be successful Find new opportunities