1. Group Assignment 3

2. How – the consulting approach
Assignment Scope
How – the consulting approach
The big picture AIS System Development Approach
Phase 1
Its data modelling methodology
Its process methodology
Phase 2
Its interim financial management reporting approach
Its AIS risks assessment and management approach / findings
Your Team
The Outcomes
A prototype AIS that is delivered in two phases:
Phase 1 – A MS Access prototype database for Sy
Phase 2 – samples of queries generated from the prototype database + a dashboard in Excel using exported data from the database
Two management reports that describe how the 2 phases were carried out and description of the results
CATME/Reflection reports to accompany Report 1/2
Contracted to help Sy, the owner of SyFish Company to do:
What?
Why?

3. Given Project Documents
Assignment Instructions Brief
User Requirement Specs
Copy of SysFish’s current database, stored in an Excel file / spreadsheet

4. SysFish Consulting Assignment Deliverables
REPORT 1 by week 9
REPORT 2 by week 11
+ CATME Peer Evaluation 1 (per person_)
+ Individual Reflective Report + CATME Peer Evaluation 2 (per person)

5. The Client (SyFish)’s Company Background
Wholesale Customers
Vendors
Fleet
The Client (SyFish)’s Company Background
Current growing locations in East Coast
5 stores & (maybe) one HQ Office
Future Growth Plans to expand to Gulf & West Coast

6. Your Team Gathered Requirements from 5 stores & HQ
Sys – Owner of SysFish Company
Lachlan Browning, Supervisor, Portland Store
Joshua Dickson, Account Receivable Clerk, NY Store
Michelle Owen, Accounts Payable Clerk, Boston Store
Paris Lee, Employee, Myrtle Beach Store
Jason Faraday, Payroll Clerk, Baltimore Store

7. Scope of ERP Functions Documented in Interview Notes
Lachlan Browning, Supervisor, Portland Store
Sales & Collection
Customer Refunds
Paris Lee, Employee, Myrtle Beach Store
Purchase
Conversion
Employee Payroll
Joshua Dickson, Account Receivable Clerk, NY Store
Sales Receipts Banking
Jason Faraday, Payroll Clerk, Baltimore Store
Purchase Disbursements
Whole Firm Financial Integration
Michelle Owen, Accounts Payable Clerk, Boston Store
Sys - Owner

8. What you need to model in the UML data model
Sales (and Sales Returns) and Collection
Purchases (Fish) and Disbursement (Fish)
Purchases (Miscellaneous) and Disbursement (Miscellaneous)
Present the three data models separately. (Use MS PowerPoint to draw then copy and paste to Client Report 1).
Either:
Label the associations to convey the meanings of each association. You may follow the book approach by “numbering” the association (with numbers or alphabets), and describe what each annotated label means in terms of describing the associations. OR
Alternatively, instead of using numbers or alphabets, you can label using meaningful key words that can be read in active and passive voice sentence both ways.

9. Scope of ERP Functions Documented in Interview Notes
Lachlan Browning, Supervisor, Portland Store 
Sales & Collection 
Customer Refunds
Paris Lee, Employee, Myrtle Beach Store
Purchase
Conversion 
Employee Payroll
Joshua Dickson, Account Receivable Clerk, NY Store
Sales Receipts Banking
Jason Faraday, Payroll Clerk, Baltimore Store 
Purchase Disbursements
Whole Firm Financial Integration 
Michelle Owen, Accounts Payable Clerk, Boston Store
Sys - Owner

10. What you need to model in the physical MS Access data model
Design the physical MS Access E-R diagram of the imported data contents, clearly identifying the primary and foreign key(s) for each table (data entity) and create the relationships (including enforcing referential integrity) among the tables.
You may consider redrawing the MS Access E-R diagram (USING MS POWERPOINT) if it is too difficult to read and you may want to also label the relationship lines then.
Show both the MS Access E-R and its MS Powerpoint Redraw, if the MS Access E-R model is too complex to see

11. What you need to model in the BPMN Process Models
ONE BPMN Model that shows all the processes described or implied in ALL the interviews, EXCEPT the one with the owner Sy
Make sure the BPMN diagram has a legend explaining the notations used
All SyFish Company’s activities should be contained in one swim-pool and all external parties should have their own swim-pools, which should be blank, because no information was given regarding what external parties’ business processes are.

12. Team Meetings Delegated Team Conflict Management Authority
It is expected that you have at least 4 meeting and all discussions must be recorded as meeting minutes and inserted in your Report in an Appendix page
Delegated Team Conflict Management Authority
If a member of your team is not performing to majority expectation, you should formally advise the person at least 3 times, to improve his/her contribution
If the person does not improve, the remaining team members can meet to discuss the matter and resolve what % of marks to deduct from group’s marks, to compensate the lack of satisfactory contribution. The % deduction may be zero to whatever your team members agree as fair.
You must issue an to EVERYONE in your group (including copying me) of this meeting. After the meeting, you must also informed EVERYONE (including me) of the team’s consensus decision, plus meeting minutes recording the discussion details. You don’t need to include this exception meeting minutes in your final Report, if its inclusion exceeds the word count for meeting minutes.
Potential non performers take note as I am unlikely to intervene with your team’s decision regarding the penalty for poor contribution to the assignment work.

13. Report – Writing (Heading) Structure
Follow what was given in the Assignment Brief to help you identify the appropriate Headings and sub-headings
Make sure you also attach your meeting minutes (At least 4)