1. Enterprise Resource Planning, 1st Edition by Mary Sumner
Integrated Case Study: Bandon Group, Inc.
© Prentice Hall, 2005: Enterprise Resource Planning, 1st Edition by Mary Sumner

2. Business Background
Family owned distributor of office equipment, also leases
Grew due to good customer service, technical support, and innovative products
Currently has four divisions
Decentralized to meet needs of local markets
Corporate headquarters handles central administrations, information systems support
Primary objective to generate 10% profit for re-investment
Excellent sales organization and professional service organization
Serves mid-market companies
Reputation for quality and service at cost-effective price
© Prentice Hall, 2005: Enterprise Resource Planning, 1st Edition by Mary Sumner

3. Information Systems Custom software developed Outgrew legacy system
Handles administrative information systems
Most are generic
Meter click billing software unique for industries
Outgrew legacy system
Hired Director of Information Technology
Searched for commercial off-the-shelf package to support administrative information systems
Selected OMD
Supported meter-based billing
Web-based interface
Not built with relational database, so ad hoc difficult
© Prentice Hall, 2005: Enterprise Resource Planning, 1st Edition by Mary Sumner

4. Sales Tools Sales Prospecting Acquired Pivotal
Supports ad hoc queries in relational database
Use external market databases to create prospect databases
Did not integrate with OMD
Customer information had to be re-entered
Inconsistencies existed
Licenses lapsed
Sales people adopted contact management tools
CRM applications developed internally
Service alerts, excess volume reports
© Prentice Hall, 2005: Enterprise Resource Planning, 1st Edition by Mary Sumner

5. Other tools, continued Evaluated several CRM tools Microsoft CRM
Integrates with Office, but not OMD
Soaring
Sales prospecting package
Based on Microsoft SQL server
Integrate with OMD
Microcomputer-based sales programs
Goldmine
inexpensive
© Prentice Hall, 2005: Enterprise Resource Planning, 1st Edition by Mary Sumner

6. ERP Considerations Lack of integration Duplication of data
Data inconsistencies
Trouble with migrating data
Central IT staff small
Difficult to supply support, training for multiple systems
Competition employing ERP
Many had eBusiness solutions
OMD had proprietary database and could not move to eBusiness
© Prentice Hall, 2005: Enterprise Resource Planning, 1st Edition by Mary Sumner

7. Information Systems Study
External consulting firm needed
Analyze current system
Assess problems
Propose changes
Address senior management concerns
Need for tactical and strategic information
Need to standardize business practices
Need for more targeted marketing
© Prentice Hall, 2005: Enterprise Resource Planning, 1st Edition by Mary Sumner

8. Study Steps Step 1: Purpose and scope of the study
Objectives
Benefits
Step 2: Executive management interviews
Four division Presidents and CFO
Develop list of major objectives for integrated system
Step 3: Critical success factors, measures, IT needs
Step 4: In-depth interviews: problems, goals/opportunities, IT needs, priorities
Step 5: IT infrastructure by location
Step 6: List of IT priorities, Bandon Group and divisions and software systems support
© Prentice Hall, 2005: Enterprise Resource Planning, 1st Edition by Mary Sumner