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Strategic Information Technology Applications資訊技術策略應用 資訊技術策略應用 Session 1Session 1

Instructor: Instructor: 許棟樑許棟樑 (D. (D. DanielDaniel Sheu) Sheu)Office: Office: 清華大學清華大學工程一館工程一館 919919Contact: dsheu@ie.nthu.edu.tw Contact: dsheu@ie.nthu.edu.tw Phone: (03) 574-2652Phone: (03) 574-2652Fax: (03) 572-2204Fax: (03) 572-2204Cellular: 0935-379800Cellular: 0935-379800

Class #: IE 5463 資訊技術與企業策略資訊技術與企業策略Class Room: 工程一館工程一館 902902Schedule: M/R 6:40-9:30 PM

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COURSE OBJECTIVESCOURSE OBJECTIVES

Help students to:Help students to: Understand managerial issues in Understand managerial issues in

planning/implementing Information Technology (IT) to planning/implementing Information Technology (IT) to enhance company’s competitive advantages. enhance company’s competitive advantages.

Understand the importance of strategic application of Understand the importance of strategic application of Information Technology (IT).Information Technology (IT).

Understand strategic issues in planning/ implementing Understand strategic issues in planning/ implementing IT.IT.

Familiarize w/ IT terminologyFamiliarize w/ IT terminology Do a project on planning an IT application 4 Do a project on planning an IT application 4

competitive advantagescompetitive advantages• a real-world problem solving & teamwork training.a real-world problem solving & teamwork training.

Course CoverageCourse Coverage IT Fundamentals:IT Fundamentals:

• What's I.T.• The essence of I.T.: items involved, basic

technological components & terminology (mgmt viewpoint)

Levels of IT applications:Levels of IT applications: support of: support of:• Strategic adv.,Strategic adv.,• Managerial decision makingManagerial decision making• Business operationBusiness operation

Case reading:Case reading: To enhance your understanding of To enhance your understanding of strategic viewpoints via case study and case strategic viewpoints via case study and case mapping.mapping.

ITOP project composed of homework accumulationsITOP project composed of homework accumulations

Positioning Of This ClassPositioning Of This Class

Strategic & Appl Level

System Design/Develop

Org. aligned

H/L perf req.

Fund. technologyR & D

• S/W tools development• New H/W components•Designing an interface standard

• System performance Req. (user)• System technical specification (developer)• Technical architecture/system design / development/deployment

• How to use IT for competitive adv.• How to use IT to support business/ • organizational/ technological strategies.• Organizational alignment for the design and deployment of IT systems.• High-level performance requirements.

* We will still cover technical fundamentals to help understand strategic issues.

Reasons For Such PositioningReasons For Such Positioning

Why such positioning?Why such positioning?• A management courseA management course• Higher impact. (Doing the right thing vs doing thHigher impact. (Doing the right thing vs doing th

ings right)ings right)• Often neglected by engr. people.Often neglected by engr. people.• Lower-level class need HW/SW prep.Lower-level class need HW/SW prep.

Caveats: Caveats: • Maybe harder to appreciate w/o work experiencMaybe harder to appreciate w/o work experienc

e.e.• Need some understanding of IT terms.Need some understanding of IT terms.

Our approach: Social-Technical approachOur approach: Social-Technical approach• Overcome the caveats.Overcome the caveats.

Examples why this is importantExamples why this is important TSMC Virtual fab.TSMC Virtual fab.

• Customers willing to pay more for ability to know the statCustomers willing to pay more for ability to know the status of orderus of order

BOAMYM softwareBOAMYM software• Pick up thousand new customer in one week. (10+ time tPick up thousand new customer in one week. (10+ time t

han normal)han normal)

FedEx www package tracking systemFedEx www package tracking system What contribute more: What contribute more:

• discovering new opportunity or coding ?discovering new opportunity or coding ?

What about developing an unwanted system ? Why?What about developing an unwanted system ? Why?

Class Texts/RefsClass Texts/Refs Textbook: (Required) Textbook: (Required)

• K. & J. Laudon, “Essentials of Management Information SysteK. & J. Laudon, “Essentials of Management Information Systems”, 4ms”, 4rdrd. Ed., Prentice Hall International Edition, 2000.. Ed., Prentice Hall International Edition, 2000.

• Class Notes.Class Notes. References:References:

• Practical Steps for aligning Information Technology with Business Strategies

Bernard H. Boar, 1994

• T: James A. O’Brien, “Introduction to Information Systems” 8 t

h ed. 1997. (Irwin) • Strategic Information Systems: Competing through informatio

n technologies Seev Neumann, Macmillan College Publishing (華泰 )

Logistics GuidelinesLogistics Guidelines

Ch1: (Ch1: ( 睡覺章睡覺章 ))• No disturbing sleep.No disturbing sleep.

Ch2: (Ch2: ( 鈴響章鈴響章 ))• No awakening ringsNo awakening rings

• Use vibration mode.Use vibration mode. Ch3: (Ch3: ( 聒噪章聒噪章 ))

• No annoying gossipsNo annoying gossips

• Share your findings.Share your findings.

LOGISTICSLOGISTICS

Be punctual. Be punctual. Flexible recess time.Flexible recess time. Name tags.Name tags. Feedback at anytime. (convenient E-mail)Feedback at anytime. (convenient E-mail) 填個人基本資料填個人基本資料

Instructor Brief BackgroundInstructor Brief Background

BSME - National Taiwan UniversityBSME - National Taiwan University MSME - State Univ of New York, BuffaloMSME - State Univ of New York, Buffalo Engr. Degree - UCLA (MSCS)Engr. Degree - UCLA (MSCS) Ph.D., Engr. - UCLA (Mfg. Engr.)Ph.D., Engr. - UCLA (Mfg. Engr.) M.B.A. - Northwestern UniversityM.B.A. - Northwestern University Worked mostly for electronic companies:Worked mostly for electronic companies: (8/9yrs.)(8/9yrs.)

• Matsuchita elec. (Taiwan)Matsuchita elec. (Taiwan)• Motorola, Inc. (U.S.A.)Motorola, Inc. (U.S.A.)• Hewlett-Packard Co. (U.S.A.)Hewlett-Packard Co. (U.S.A.)

NTHUIE (since ‘96): Areas of interests: NTHUIE (since ‘96): Areas of interests: • (Electronic) Manufacturing Automation(Electronic) Manufacturing Automation• (Electronic) Manufacturing Management(Electronic) Manufacturing Management• Information Technology ApplicationsInformation Technology Applications

GRADING POLICYGRADING POLICY

Class discussions / participationClass discussions / participation 20 % (I)20 % (I) Class Oral ReportsClass Oral Reports 20 % (I/T)20 % (I/T) HW (Oral) reportHW (Oral) report 20% (T/I)20% (T/I) Term Proj. Term Proj. 30% (T/I)30% (T/I) Class findings/summarizationClass findings/summarization 10% (I)10% (I)

Adjustments (+-):Adjustments (+-):• Bonus points for excellent work (+) or Compensation for extraordinary cases on teaBonus points for excellent work (+) or Compensation for extraordinary cases on tea

m work.(+-) m work.(+-) (eg.: Work that uncover non-obvious opportunities for improvements.) (+)(eg.: Work that uncover non-obvious opportunities for improvements.) (+)

• Services or positive impacts to class. (+)Services or positive impacts to class. (+)– New pre-class sharing (Class-related & unrelated) (<= +5)New pre-class sharing (Class-related & unrelated) (<= +5)

• Negative impacts to class. (-) (eg: Negative impacts to class. (-) (eg: 私下會中有會私下會中有會 ; Often rings in class) (up to –5); Often rings in class) (up to –5)• SignificantSignificant uneven work loading. (+-) (Move score around) (up to 3 ) uneven work loading. (+-) (Move score around) (up to 3 )

I: Individual score; T: Team scoreI: Individual score; T: Team score

Grading ApproachGrading Approach All involved - OptionalAll involved - Optional

• Students peer grading on the oral reports. (50% of grades)Students peer grading on the oral reports. (50% of grades)• Scores normalized to mean around 80-85/100.Scores normalized to mean around 80-85/100.• Same group can only comment w/o grading.Same group can only comment w/o grading.• Outliers to same report (> +- 2σ) excluded.Outliers to same report (> +- 2σ) excluded.

W/ comments feedback onW/ comments feedback on• Presentation skillsPresentation skills• Contents commentsContents comments• Time & process controlTime & process control

Why such approach:Why such approach:• Encourage concentration & involvementsEncourage concentration & involvements• Your viewpoint counts. I value your contribution & trust your judgment.Your viewpoint counts. I value your contribution & trust your judgment.• Peer learning from each other.Peer learning from each other.• More people can find out more room 4 improvements.More people can find out more room 4 improvements. Optimize your learningOptimize your learning

口頭報告評分及意見回饋表 dsheu

課名 日期 / /

報告者/

組別

報告者

/組別

主題 評分者

組別

優點 改善空間 評分

內容: 報告者貢獻/

學到東西 (20%)

聽者學到東西

(20%)

主題相關性

(20%)

表達: (10%)

表達條理清晰

台風 & 習慣

引發聽者興趣 (15%)

時程控制 15%

評語及改善空間

總

分

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Typical Class Timing (A)Typical Class Timing (A) Sharing/Cool stuffs (Sharing/Cool stuffs ( 酷件酷件 )) 5-15 min. 5-15 min. Case/reading reportCase/reading report ~20-25 m ~20-25 m

in.in. Instructor's comments/summaryInstructor's comments/summary ~45 min.~45 min. breakbreak 10-20 min. 10-20 min. Case/reading reportCase/reading report ~20-25 mi ~20-25 mi

n.n. Instructor's comments/summary ~ 45 min.Instructor's comments/summary ~ 45 min.

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Typical Class Timing (B)Typical Class Timing (B) Sharing/Cool stuffs (Sharing/Cool stuffs ( 酷件酷件 )) 5-15 min.5-15 min. Instructor’s lectureInstructor’s lecture ~ 30-45 min~ 30-45 min Case supplements/ findings Case supplements/ findings ~20-25 min.~20-25 min. Instructor's comments/questions Instructor's comments/questions ~10 min.~10 min. breakbreak 10-20 min. 10-20 min. Instructor’s lectureInstructor’s lecture ~ 30-45 min~ 30-45 min Case supplements/ findings Case supplements/ findings ~20-25 min.~20-25 min. Instructor's comments/questions Instructor's comments/questions ~ 10 min.~ 10 min.

Unless otherwise mentioned, we will primarily use typUnless otherwise mentioned, we will primarily use type B style.e B style.

What should be in your class OralWhat should be in your class Oral Class Oral:Class Oral:

• Supplementary materials Supplementary materials – real-word example/counter ex.real-word example/counter ex.– web dataweb data– Other books/materials of related subjects.Other books/materials of related subjects.– Different kind of approach / thinking / interpretationDifferent kind of approach / thinking / interpretation

• What instructor did not cover but you think important.What instructor did not cover but you think important.• What you learned from this subject.What you learned from this subject.• Summarization of the subject or your findings (Summarization of the subject or your findings ( 心得心得 ))• Other appropriate items.Other appropriate items.

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Why student reports ?Why student reports ? 逼你去看書逼你去看書 && 思考思考 . . 表達是最好的學習方法表達是最好的學習方法 .. Give classmates a background review.Give classmates a background review. 增加上課中互動之效果增加上課中互動之效果 .. 補充補充 && 分享實務或研究方面相關的內容分享實務或研究方面相關的內容 . .

• 在職在職 : : 實務及政府業界資料實務及政府業界資料 ..• 一般生一般生 : : 學術界或網路上收集學術界或網路上收集 ..

Presentation trainingPresentation training• Instant peer feedback (use forms)Instant peer feedback (use forms)• Return to me next week.Return to me next week.

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CLASS REPORT GUIDELINESCLASS REPORT GUIDELINES

Partner reading for best understandingPartner reading for best understanding• individual reading firstindividual reading first• discuss with your partner(s) ondiscuss with your partner(s) on

– areas of doubt/ambiguity/non-understandingareas of doubt/ambiguity/non-understanding– case issues, how to address case problemscase issues, how to address case problems

Re-organize your thought and report in your own Re-organize your thought and report in your own style:style:• Report info / background /facts. Report info / background /facts. Leave out discussion portion. Leave out discussion portion.

(plain talk to save time)(plain talk to save time)• When in doubt or is your personal opinion, state so. Do not mWhen in doubt or is your personal opinion, state so. Do not m

islead.islead.• Supplementary materialsSupplementary materials are most welcome. (submit a hard c are most welcome. (submit a hard c

opy & an E-format)opy & an E-format)– 在職生在職生 : find some related business cases or industry data, if any.: find some related business cases or industry data, if any.– 一般生一般生 : find some research related literatures, if any.: find some research related literatures, if any.

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How to do well in oral reports ?How to do well in oral reports ?

下功夫 下功夫 (( 原則上要唸二次以上原則上要唸二次以上 ))– 1st time: Quickly understand the themes.1st time: Quickly understand the themes.– 2nd time: Detailing. Organize the materials for conci2nd time: Detailing. Organize the materials for conci

se presentationse presentation– Collect supplementary information.Collect supplementary information.

Presentation skillsPresentation skills Team study.Team study. 英文程度英文程度 Control your time. Control your time. Concise & Complete.Concise & Complete.

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ProjectProject

IT OPportunity identification (ITOP) IT OPportunity identification (ITOP) • IT opportunity analysisIT opportunity analysis

– Identify strategic oppr. To use IT to increase your org. competitiveness. (IIdentify strategic oppr. To use IT to increase your org. competitiveness. (ITOP)TOP)

– Write a proposal/concept plan/User requirements for your ITOP.Write a proposal/concept plan/User requirements for your ITOP.

• Exception allowed – dept on your significant proposal.Exception allowed – dept on your significant proposal. Purposes:Purposes:

• Identify often neglected opportunity for your org.Identify often neglected opportunity for your org.• Apply skills/concept you learn in the classApply skills/concept you learn in the class• Teamwork trainingTeamwork training

NB: NB: Org.Org. could be any level. could be any level. • Country/Industry/ Country/Industry/ 事業部事業部 // 部門 部門 / / 學校 學校 / / 系系 // 研究 研究 teamteam• But, often at company levelBut, often at company level• Should be complex enough to have the endeavor.Should be complex enough to have the endeavor.

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ITOP Project GuidelinesITOP Project Guidelines

Identify often overlooked strategic oppr.Identify often overlooked strategic oppr.• Using tools taught in the classUsing tools taught in the class

• w/ more systematic thought process. w/ more systematic thought process. Q: Is there any oppr to use IT to increase cQ: Is there any oppr to use IT to increase c

ompetitiveness for our org? ompetitiveness for our org? O/P: O/P:

• A proposal/concept plan / User requirements A proposal/concept plan / User requirements for your ITOPfor your ITOP

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Term Project GuidelinesTerm Project Guidelines

Focus on opportunities IT can help bring aboutFocus on opportunities IT can help bring about• Do not overlook organizational, cultural, and technical Do not overlook organizational, cultural, and technical

issues.issues. Reports RequiredReports Required

• Final oral presentation and written reportFinal oral presentation and written report Requirements for the reports:Requirements for the reports:

• 1 copies of paper body1 copies of paper body• double-spaceddouble-spaced. (11-12 points). (11-12 points)• paper <= 30 pages. over-limit penalty applies.paper <= 30 pages. over-limit penalty applies.• 1 copy of attachments/ref. (NO limit, but be relevant)1 copy of attachments/ref. (NO limit, but be relevant)• Report be as complete as possible. Report be as complete as possible. • Not to be returned unless requested.Not to be returned unless requested.• Submit "Assessment Of Individual Contribution" separately. Submit "Assessment Of Individual Contribution" separately.

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Final Paper Structure/ContentsFinal Paper Structure/Contents

Structure of your choiceStructure of your choice Cover pageCover page Optional sensitivity concerns. (on revere side of the cover Optional sensitivity concerns. (on revere side of the cover

page)page) Optional abstractOptional abstract Company/industry profileCompany/industry profile Environmental concernsEnvironmental concerns Benefits soughtBenefits sought IT Issues & AnalysesIT Issues & Analyses User requirements of the systemUser requirements of the system Marketing/Implementation strategies/tacticsMarketing/Implementation strategies/tactics Lessons learned ***Lessons learned ***

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Teamwork IssuesTeamwork Issues

3~5 persons team. 3~5 persons team. Best w/ complimentary backgrounds.Best w/ complimentary backgrounds.

• Must include Must include 在職生 在職生 & & 一般生 一般生 if possible.if possible. Consider compatible timesConsider compatible times All members involve.All members involve.

3-page class review(3-page class review( 心得報告心得報告 )) Contents about 3 pages. Contents about 3 pages. Structure of your choice.Structure of your choice. A A ReferenceReference structure: structure:

• Finding summary (Finding summary ( 感言或心得摘要感言或心得摘要 ))• What were learned w/ the class, the project.What were learned w/ the class, the project.• What’s good about the class you think be kept or expandeWhat’s good about the class you think be kept or expande

d.d.• What should have done differently to gain better learning?What should have done differently to gain better learning?

– w.r.t. yourself w.r.t. yourself – w.r.t the Instructorw.r.t the Instructor– w.r.t. the class materialsw.r.t. the class materials

• Any ideas to make the class better.Any ideas to make the class better.

Closing upClosing up Review scheduleReview schedule Textbook & case packetTextbook & case packet Report assignmentsReport assignments Return contact data sheetsReturn contact data sheets