Marketing Mix and Competitive Advantage?

Marketing Mix and Competitive Advantage?Business Research Worksheets Overview – Spring 2019 v2.pdf
1
BUSINESS RESEARCH WORKSHEETS Due dates: view course calendar Total worth: 150 points. Three Individual Research Worksheets 50 points each.
OVERVIEW The Business Research Worksheets are designed to assist you in applying business concepts you learned in class to a real-world corporation or stock-traded company of your choice, subject to instructor approval. This assignment will give you the opportunity to refine your research skills, learn about an industry or Business Company and practice critical-thinking and online investigative research. You will be allowed in-class research days to conduct online research to complete this assignment. Thus, you will be required to be in-class and bring to class a WIFI enabled computer to complete your research for this assignment. You also may want to bring your smart phone as a WIFI backup. Research on your Business Worksheets must be thoroughly accurate and complete. Note: This is an individual assignment and must be completed WITHOUT the assistance of any team or class peer. Your research data should represent the most current information available. Your data will be verified, assessed and similarity checked through TurnItIn.com.
There are three parts to this assignment.  Individual: Choose a company to research – it must be different from any company your team peers selected.  Complete your company research worksheets on marketing, management, and finance. All three worksheets templates are located in the Content Area of D2L.  Post all three Business Research Worksheets into the D2L assignment box by the required due date (view syllabus for date).
CHOOSE YOUR COMPANY Due date: view syllabus calendar Process: Step #1: Review the List of stock-traded companies on the PDF posted in the D2L Content Area. Step #2: From the company list, select a company of interest to research that is publically traded on the stock exchange. Step #3: Consult with your team peers to insure that each of you have selected a different company to research. If there is a conflict; resolve it by making sure each team member has selected a different company to research. Step #4: Download a copy of the Company Selection Form from the D2L Content Area and complete. Only one completed Company Selection Form per team is needed for the instructor’s approval. Step #5: Turn the Selection Form in to the instructor for the “Okay” to start your research.
NOTE:
 Your Company must be publicly traded on a stock exchange. Once you select a company, you will not be allowed to switch to another company. Do not select a company not listed that is not publicly traded. If you do so, you will not be able to find all your data to properly complete this assignment, as well as will be subject to a severe grading penalty.
 Make sure that you find sufficient information about your company’s history, mission statement, values, management, organizational structures, marketing strategies, and finances. If you do encounter problems researching data, you must properly document and report your research steps and website URLs visited.  It is highly recommended that you log on to http://finance.yahoo.com , or Google search information to verify that your companies’ stock is currently publically traded on one of the following stock exchanges: NYSE, AMEX, or NASDAQ stock exchange.
INDIVIDUAL BUSINESS RESEARCH WORKSHEETS (3) Worth: Worksheets are worth 50 points each, for a total of 150 points.
Format and Submittal Process:
These Research Worksheets are developed to assist you in researching information about your selected company. Each worksheet should be completed along with your textbook readings and online research. All worksheets are due per the course syllabus calendar date (same date for all sheets) and must be uploaded into the D2L drop-box area. Start
2
your research early. LATE OR EMAILED WORKSHEETS WILL NOT BE GRADED! I recommend you read through each worksheet and ask any questions you may have about completing these research worksheets during in-class work days.
 UBP Marketing Research Worksheet requires analysis of your selected corporation’s marketing strategies.
 UBP Management Research Worksheet requires analysis of your selected corporation’s overall business management approach.
 UBP Financial Worksheet requires analysis of your selected corporation’s financial position.
This Assignment must be uploaded into the D2L drop-box area by the due date indicated on the course calendar. Late Work or turn-in of an assignment in a paper-copy format will not be graded. Document upload must be in a Doc, Docx or PDF format only, NOT in OTD, PAGES, or WPS formats. DO NOT EMAIL THE INSTRUCTOR YOUR ASSIGNMENT. WORKSHEETS NOT POSTED OR IN THE WRONG FORMAT WILL NOT BE GRADED!
3
Format and Submittal Process:  All UBP Research Worksheets must be typed and professional in spacing and format.  Worksheets that are not typed will not be accepted. No make-ups allowed.  Use APA Reference Page Format for noting reference sources on each worksheet.
You may cut and paste each worksheet table into a word document format and type in your findings. HOWEVER, worksheets are also attached in the associated Content and assignment drop-box areas.
12
BUSINESS RESEARCH WORKSHEETS
Research List of Companies 2019.pdf
Understanding Business Project – List of Companies
Organization Industry Organization Industry
Eli Lilly Pfizer Glaxo Smithkline
Drug Manufacturer Carnival Ameristar Casinos Royal Caribbean Cruise
Resorts and Casinos
Deere & Co. Kubota Caterpillar
Agricultural Machinery
McDonald’s Corp. Starbuck’s The Cheesecake Factory Burger King Wendy’s Dunkin Donuts Krispy Creme
Restaurants
Facebook Google AOL Yahoo
Internet Info Providers
Microsoft Oracle IBM SAP
Application Software
Boston Beer Co. Anheuser-Busch Molson Coors Brewing
Beverages (alcoholic)
Motorola Verizon Honeywell Research in Motion (Blackberry Products) QualComm
Communication Equipment
Amazon eBay Netflix Overstock
Catalogue and Mail Order
Whole Food Markets Safeway Kroger
Retail (Grocery)
General Electric Siemens Koniklyjke Philips Electronics Panasonic Sony Honeywell International
Diversified Machines
Tesla Motors General Motors Ford Toyota Honda
Automobile
Coach Fossil Gap Zumiez
Apparel / Accessories
Target Corporation Costco Wal-Mart Home Depot Lowes Bed, Bath and Beyond Barnes & Noble CVS Coldwater Creek Nordstrom’s Macy’s
Retail (Department & Discount)
Wyndham Worldwide Hilton Hotels Marriot International Hotel Group
Lodging Kraft Foods Hershey Foods Mondelez International Hillshire Brand Tyson Hormel
Food Processing
Avon Revlon
Personal Products ExxonMobile Conoco/Phillips Chevron
Oil and Gas Production
Harley-Davidson Polaris Industries
Recreational Vehicles
American Express Wells Fargo Citigroup
Consumer Financial Services
Mattel Hasbro JAKKS Pacific
Toys Dell Computers Hewlett – Packard Apple
Personal Computers
Nike Under Armour Lululemon Adias Columbia
Sports Textile/Apparel
Time Warner News Corp Viacom
News Groups
Organization Industry Organization Industry
Coca-Cola Monster Beverages Pepsi Dr. Pepper National Beverage Corp
Beverages (non- alcoholic)
Southwest Airlines Jet Blue United Continental
Regional Airlines
Aflac Insurance United Parcel Services Federal Express
Air Delivery & Freight
DreamWorks Animation Walt Disney Company
Entertainment Hydrogenics Corp. Plug Power Fuel Cell Energy Ballard Power Systems
Industrial Electrical Equip.
SELECT YOUR COMPANY FORM – SPRING 2019 v1.docx
SELECT YOUR COMPANY FORM FOR THE BUSINESS RESEARCH WORKSHEET ASSIGNMENT:
BGEN 204 SECTION #:_
YOUR TEAM’S NAME:_________________________
Print Member’s Name
Name of selected Company to be researched
1.
2.
3.
4.
5.
6.
[ ] By completing this form, each student understands that they must conduct independent research without collaborating with any other team member or class peer. Thus, this is an individual assignment, not a team assignment.
[ ] Each team member must select a different company to research.
[ ] All corporations/companies must be publically traded on the New York, American, or NASDQ stock exchange. Once you make a selection, it cannot be changed. Be sure to upload your individual completed Business Research Worksheets into the proper D2L assignment drop box by the established due date.
MANAGEMENT RESEARCH WORKSHEET (1) v1.docx
MANAGEMENT RESEARCH WORKSHEET – Worth 50 points
Your Company: _______
Use the following table to document your research. Be sure the table is neat and professional. Watch your spacing and do not separate headings from content. If you have problems using this table, you may create your own.
Background Information – Learn as much as you can about the background and current situation of your company. Gather information from your company’s web site and Yahoo Financial.
See Company Profile on http://finance.yahoo.com , www.google.com or your company’s web site. List 4-5 key points about your company’s history and/or current situation.
1.
2.
3.
4.
5.
Planning: Mission, Values, Corporate Social Responsibility – Successful companies use a mission statement and values to guide their decision-making and foster public trust. In addition to these “touchstones for decision-making,” most companies today are involved in socially responsible activities.
What is your company’s mission statement? Write it here.
Does your company have a Code of Ethics or Value Statement? Briefly describe.
Indicate which overall business strategies the company seems to be following and explain why you think so: mass merchant, luxury marketer, or analytic approach. Be sure to define the term and give an example.
Identify two ways the company contributes to society through monetary donations, hosted events, or other corporate socially responsible activities.
Organization –
Identify the type of organizational structure the company appears to use (see text).
Define the type of structure, explain why you think this structure fits your organization and give an example.
Leadership –
Current CEO or Founder’s Name: _________.
Read one article about the current CEO or Founder of your company and outline at least four things you learned about him/her.
What essential management skills do you think your CEO demonstrates? Identify the skill, define, and give an example of at least two skills. (View textbook).
What leadership style do you think your CEO embodies. Identify, define and give an example (View textbook).
Motivation –
Go to http://money.cnn.com/magazines/fortune/bestcompanies/2011/full_list/ (year can be adjusted online)
Is your company listed as one of the top 100 companies? ______
Investigate three companies that are in the top 100.
List the company’s name and briefly describe, “what makes it so great.” You will find this info by clicking on the company link.
1.
2.
3.
What can you learn about employee motivation from this site and why companies are considered “good to work for”?
A good place to work?
Based on your management research, do you think your company would be a good place to work? State your position and then give three reasons and evidence that defend your position.
Position:
Reason and evidence that defends your position:
1.
2.
3.
List References using APA Reference Page format –
Include all resources you used to develop this worksheet here – use APA Reference Page Formatting.
Professionalism and format –
Table looks neat and professional. Spacing is accurate and in appropriate relationship to text. No excessive white space and headings and text are on same page.
Total Points
1
MARKETING RESEARCH WORKSHEET (2) v2.docx
MARKETING RESEARCH WORKSHEET – Worth 50 points
Your Company: _______
Use the following table to document your research. Be sure the table is neat and professional. Watch your spacing and do not separate headings from content. If you have problems using this table, you may create your own. See Company Profile on http://finance.yahoo.com , www.google.com or your company’s web site.
Target Market –
Your Company’s Target Market:
Identify and specifically describe (geographic, psychographic, demographic) the primary target market for your company.
Product /Service –
Your Company’s Products/ Services:
Briefly, describe the products or services your company provides for its target market?
Needs and Wants – Benefits and Features –
Describe how your company’s product/service meets the needs and wants of its target market. What utility does it satisfy (View your text).
Price –
Your Company’s Pricing Strategies:
Select the type of pricing method your company uses (view your text).
Define the pricing strategy and then give an example of why you think this is the strategy they use.
Place/Distribution – This element of the 4”Ps” can identify both the logistics of getting a product to market and where the product will be sold. For this exercise, research “place” from the standpoint of “retail outlets” –
Your Distribution Strategy:
Does your company use intermediaries? Give an example?
What type of retail outlets does it use? (See Retail Store Formats in textbook). Explain your answer and give an example.
Promotion – How does your company go about promoting its product to the target customer? Examine the promotional mix (personal selling, advertising, direct marketing, public relations, sales promotion, and social media) used for this product.
Your Company’s Promotional Mix
Choose a video or commercial advertisement. Include the web link.
Briefly analyze this strategy:
What is the core message of the promotion?
What advertising appeals does it use (View your textbook). Identify and define appeal type, give an example from your video.
Besides video/commercial advertising, identify two other promotional strategies your company uses. (View your textbook). Identify, define and give an example of each promotional strategy.
Marketing Mix and Competitive Advantage?
Based on your marketing research, do you think your company has developed a strong marketing mix and thus created a competitive advantage? State your position and then give three reasons and evidence that defend your position.
Position:
Reason and evidence that defends your position:
1.
2.
3.
List References using APA Reference Page format –
Include all resources you used to develop this worksheet here – use APA Reference Page Formatting. At least two sources.
Professionalism and format –
Table looks neat and professional. Spacing is accurate and in appropriate relationship to text. No excessive white space and headings and text are on same page.
Total Points
1
Accounting and Finance Research WorkSheet (3)v1.docx
ACCOUNTING & FINANCIAL MANAGEMENT RESEARCH WORKSHEET – Worth 50 points
Use the following table to document your research. Be sure the table is neat and professional. Watch your spacing and do not separate headings from content. If you have problems using this table, you may create your own.
Go to http://finance.yahoo.com. You will find financial statements at the bottom of the left-hand tool bar. Be sure to click Annual Data Link at top of each financial statement. You may also use www.google.com or your company’s website to research your assignment.
Balance Sheet
Define each of the terms to the left:
Most Current Year Amount
Previous
Year Amount
Total Current Assets
Total Assets
Total Current Liabilities
Total Liabilities
Total Stockholder Equity
Define.
What line items are included in SH Equity
Income
Statement
Define each of the terms to the left:
Most Current Year Amount
Previous
Year Amount
Total Revenue
Gross Profit
Operating Income or Loss
Net Income/ Profit or Loss
How does operating income/loss differ from net income/profit or loss?
Cash Flow Statement
Define each of the following terms:
Most Current Year Amount
Previous
Year Amount
Change in Cash &Cash Equivalents
Look at the Cash Flow Statement and figure out what the change in cash & cash equivalents means.
Financial Management – Equity Financing & Ratios
Research stock information about your company and a competitor. Choose a competitor by clicking on the link on the left hand tool bar on your company’s Yahoo! Finance summary page. You should find publically traded companies on this link that are competitors. Be sure the competitor you choose is traded on one of the three major US stock exchanges. List your Competitor:____________.
On the Summary page, you will find information on you company’s equity financing activity.
STOC
Info about Your Company
Info on your Competitor
Stock Exchange
& Stock Symbol
Stock Exchange:
Stock Symbol:
Stock Exchange:
Stock Symbol:
Last Trade Stock Price
Five-year Graph
Click on the five-year graph on the right.
What year did your company have its highest stock price? Amount?
What year did your company have its lowest stock price? Amount?
Do you think your company’s stock is trending up or down? Explain.
Click on the five-year graph on the right.
What year did your competitor have its highest stock price? Amount?
What year did your competitor have its lowest stock price? Amount?
Do you think your competitor’s stock is trending up or down? Explain.
52-week Range
What does the 52-week range indicate?
52-week Range:
What does the 52-week range indicate?
52-week Range:
Earnings per Share (EPS)
Define term Earnings per share:
Current EPS:
Competitor’s Current EPS:
Profit Margin
Now click on “Key Statistics” on the left-hand tool bar.
Define term Profit Margin:
Current Profit Margin:
Competitor’s Current Profit Margin:
Total Debt/Equity
Define term Debt/Equity
Current D/E:
Competitor’s Current D/E:
Which company has the strongest D/E ratio as defined as having the best ability to pay off its long-term debt?
Current Ratio
Define term Current Ratio
Current Ratio:
Competitor’s Current Ratio:
Which company has the strongest Current Ratio as defined as having the best ability to pay off its short-term debt?
Headlines
On the summary page, you will find an area titled “Headlines” there may be articles about your company posted here. You may need to do a Google search for information. Read two current articles (within the past 6 months) pertaining to your company and take notes on key points.
Title of Article:
Key Points (provide at least 3-4):
1.
2.
3.
4.
Title of Article:
Key Points (provide at least 3-4):
1.
2.
3.
4.
Investment Opportunity? –
Based on your financial research, do you think your company would be a good investment opportunity? State your position and then give three reasons and evidence that defend your position.
Position:
Reason and evidence that defends your position:
1.
2.
3.
List References using APA Reference Page format –
Include all resources you used to develop this worksheet here – use APA Reference Page Formatting.
Professionalism and format –
Table looks neat and professional. Spacing is accurate and in appropriate relationship to text. No excessive white space and headings and text are on same page.
Total Points
1

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Business Research Worksheets

Business Research Worksheets

Business Research Worksheets Overview – Spring 2019 v2.pdf
1

BUSINESS RESEARCH WORKSHEETS Due dates: view course calendar Total worth: 150 points. Three Individual Research Worksheets 50 points each.

OVERVIEW The Business Research Worksheets are designed to assist you in applying business concepts you learned in class to a real-world corporation or stock-traded company of your choice, subject to instructor approval. This assignment will give you the opportunity to refine your research skills, learn about an industry or Business Company and practice critical-thinking and online investigative research. You will be allowed in-class research days to conduct online research to complete this assignment. Thus, you will be required to be in-class and bring to class a WIFI enabled computer to complete your research for this assignment. You also may want to bring your smart phone as a WIFI backup. Research on your Business Worksheets must be thoroughly accurate and complete. Note: This is an individual assignment and must be completed WITHOUT the assistance of any team or class peer. Your research data should represent the most current information available. Your data will be verified, assessed and similarity checked through TurnItIn.com.

There are three parts to this assignment.  Individual: Choose a company to research – it must be different from any company your team peers selected.  Complete your company research worksheets on marketing, management, and finance. All three worksheets templates are located in the Content Area of D2L.  Post all three Business Research Worksheets into the D2L assignment box by the required due date (view syllabus for date).

CHOOSE YOUR COMPANY Due date: view syllabus calendar Process: Step #1: Review the List of stock-traded companies on the PDF posted in the D2L Content Area. Step #2: From the company list, select a company of interest to research that is publically traded on the stock exchange. Step #3: Consult with your team peers to insure that each of you have selected a different company to research. If there is a conflict; resolve it by making sure each team member has selected a different company to research. Step #4: Download a copy of the Company Selection Form from the D2L Content Area and complete. Only one completed Company Selection Form per team is needed for the instructor’s approval. Step #5: Turn the Selection Form in to the instructor for the “Okay” to start your research.

NOTE:

 Your Company must be publicly traded on a stock exchange. Once you select a company, you will not be allowed to switch to another company. Do not select a company not listed that is not publicly traded. If you do so, you will not be able to find all your data to properly complete this assignment, as well as will be subject to a severe grading penalty.

 Make sure that you find sufficient information about your company’s history, mission statement, values, management, organizational structures, marketing strategies, and finances. If you do encounter problems researching data, you must properly document and report your research steps and website URLs visited.  It is highly recommended that you log on to http://finance.yahoo.com , or Google search information to verify that your companies’ stock is currently publically traded on one of the following stock exchanges: NYSE, AMEX, or NASDAQ stock exchange.

INDIVIDUAL BUSINESS RESEARCH WORKSHEETS (3) Worth: Worksheets are worth 50 points each, for a total of 150 points.

Format and Submittal Process:

These Research Worksheets are developed to assist you in researching information about your selected company. Each worksheet should be completed along with your textbook readings and online research. All worksheets are due per the course syllabus calendar date (same date for all sheets) and must be uploaded into the D2L drop-box area. Start

2

your research early. LATE OR EMAILED WORKSHEETS WILL NOT BE GRADED! I recommend you read through each worksheet and ask any questions you may have about completing these research worksheets during in-class work days.

 UBP Marketing Research Worksheet requires analysis of your selected corporation’s marketing strategies.

 UBP Management Research Worksheet requires analysis of your selected corporation’s overall business management approach.

 UBP Financial Worksheet requires analysis of your selected corporation’s financial position.

This Assignment must be uploaded into the D2L drop-box area by the due date indicated on the course calendar. Late Work or turn-in of an assignment in a paper-copy format will not be graded. Document upload must be in a Doc, Docx or PDF format only, NOT in OTD, PAGES, or WPS formats. DO NOT EMAIL THE INSTRUCTOR YOUR ASSIGNMENT. WORKSHEETS NOT POSTED OR IN THE WRONG FORMAT WILL NOT BE GRADED!

3

Format and Submittal Process:  All UBP Research Worksheets must be typed and professional in spacing and format.  Worksheets that are not typed will not be accepted. No make-ups allowed.  Use APA Reference Page Format for noting reference sources on each worksheet.

You may cut and paste each worksheet table into a word document format and type in your findings. HOWEVER, worksheets are also attached in the associated Content and assignment drop-box areas.

12

BUSINESS RESEARCH WORKSHEETS
Research List of Companies 2019.pdf
Understanding Business Project – List of Companies

Organization Industry Organization Industry

Eli Lilly Pfizer Glaxo Smithkline

Drug Manufacturer Carnival Ameristar Casinos Royal Caribbean Cruise

Resorts and Casinos

Deere & Co. Kubota Caterpillar

Agricultural Machinery

McDonald’s Corp. Starbuck’s The Cheesecake Factory Burger King Wendy’s Dunkin Donuts Krispy Creme

Restaurants

Facebook Google AOL Yahoo

Internet Info Providers

Microsoft Oracle IBM SAP

Application Software

Boston Beer Co. Anheuser-Busch Molson Coors Brewing

Beverages (alcoholic)

Motorola Verizon Honeywell Research in Motion (Blackberry Products) QualComm

Communication Equipment

Amazon eBay Netflix Overstock

Catalogue and Mail Order

Whole Food Markets Safeway Kroger

Retail (Grocery)

General Electric Siemens Koniklyjke Philips Electronics Panasonic Sony Honeywell International

Diversified Machines

Tesla Motors General Motors Ford Toyota Honda

Automobile

Coach Fossil Gap Zumiez

Apparel / Accessories

Target Corporation Costco Wal-Mart Home Depot Lowes Bed, Bath and Beyond Barnes & Noble CVS Coldwater Creek Nordstrom’s Macy’s

Retail (Department & Discount)

Wyndham Worldwide Hilton Hotels Marriot International Hotel Group

Lodging Kraft Foods Hershey Foods Mondelez International Hillshire Brand Tyson Hormel

Food Processing

Avon Revlon

Personal Products ExxonMobile Conoco/Phillips Chevron

Oil and Gas Production

Harley-Davidson Polaris Industries

Recreational Vehicles

American Express Wells Fargo Citigroup

Consumer Financial Services

Mattel Hasbro JAKKS Pacific

Toys Dell Computers Hewlett – Packard Apple

Personal Computers

Nike Under Armour Lululemon Adias Columbia

Sports Textile/Apparel

Time Warner News Corp Viacom

News Groups

Organization Industry Organization Industry

Coca-Cola Monster Beverages Pepsi Dr. Pepper National Beverage Corp

Beverages (non- alcoholic)

Southwest Airlines Jet Blue United Continental

Regional Airlines

Aflac Insurance United Parcel Services Federal Express

Air Delivery & Freight

DreamWorks Animation Walt Disney Company

Entertainment Hydrogenics Corp. Plug Power Fuel Cell Energy Ballard Power Systems

Industrial Electrical Equip.

SELECT YOUR COMPANY FORM – SPRING 2019 v1.docx
SELECT YOUR COMPANY FORM FOR THE BUSINESS RESEARCH WORKSHEET ASSIGNMENT:
BGEN 204 SECTION #:_

YOUR TEAM’S NAME:_________________________

Print Member’s Name

Name of selected Company to be researched

1.

2.

3.

4.

5.

6.

[ ] By completing this form, each student understands that they must conduct independent research without collaborating with any other team member or class peer. Thus, this is an individual assignment, not a team assignment.

[ ] Each team member must select a different company to research.

[ ] All corporations/companies must be publically traded on the New York, American, or NASDQ stock exchange. Once you make a selection, it cannot be changed. Be sure to upload your individual completed Business Research Worksheets into the proper D2L assignment drop box by the established due date.

MANAGEMENT RESEARCH WORKSHEET (1) v1.docx
MANAGEMENT RESEARCH WORKSHEET – Worth 50 points

Your Company: _______

Use the following table to document your research. Be sure the table is neat and professional. Watch your spacing and do not separate headings from content. If you have problems using this table, you may create your own.

Background Information – Learn as much as you can about the background and current situation of your company. Gather information from your company’s web site and Yahoo Financial.

See Company Profile on http://finance.yahoo.com , www.google.com or your company’s web site. List 4-5 key points about your company’s history and/or current situation.

1.

2.

3.

4.

5.

Planning: Mission, Values, Corporate Social Responsibility – Successful companies use a mission statement and values to guide their decision-making and foster public trust. In addition to these “touchstones for decision-making,” most companies today are involved in socially responsible activities.

What is your company’s mission statement? Write it here.

Does your company have a Code of Ethics or Value Statement? Briefly describe.

Indicate which overall business strategies the company seems to be following and explain why you think so: mass merchant, luxury marketer, or analytic approach. Be sure to define the term and give an example.

Identify two ways the company contributes to society through monetary donations, hosted events, or other corporate socially responsible activities.

Organization –

Identify the type of organizational structure the company appears to use (see text).

Define the type of structure, explain why you think this structure fits your organization and give an example.

Leadership –

Current CEO or Founder’s Name: _________.

Read one article about the current CEO or Founder of your company and outline at least four things you learned about him/her.

What essential management skills do you think your CEO demonstrates? Identify the skill, define, and give an example of at least two skills. (View textbook).

What leadership style do you think your CEO embodies. Identify, define and give an example (View textbook).

Motivation –

Go to http://money.cnn.com/magazines/fortune/bestcompanies/2011/full_list/ (year can be adjusted online)

Is your company listed as one of the top 100 companies? ______

Investigate three companies that are in the top 100.

List the company’s name and briefly describe, “what makes it so great.” You will find this info by clicking on the company link.

1.

2.

3.

What can you learn about employee motivation from this site and why companies are considered “good to work for”?

A good place to work?

Based on your management research, do you think your company would be a good place to work? State your position and then give three reasons and evidence that defend your position.

Position:

Reason and evidence that defends your position:

1.

2.

3.

List References using APA Reference Page format –

Include all resources you used to develop this worksheet here – use APA Reference Page Formatting.

Professionalism and format –

Table looks neat and professional. Spacing is accurate and in appropriate relationship to text. No excessive white space and headings and text are on same page.

Total Points

1

MARKETING RESEARCH WORKSHEET (2) v2.docx
MARKETING RESEARCH WORKSHEET – Worth 50 points

Your Company: _______

Use the following table to document your research. Be sure the table is neat and professional. Watch your spacing and do not separate headings from content. If you have problems using this table, you may create your own. See Company Profile on http://finance.yahoo.com , www.google.com or your company’s web site.

Target Market –

Your Company’s Target Market:

Identify and specifically describe (geographic, psychographic, demographic) the primary target market for your company.

Product /Service –

Your Company’s Products/ Services:

Briefly, describe the products or services your company provides for its target market?

Needs and Wants – Benefits and Features –

Describe how your company’s product/service meets the needs and wants of its target market. What utility does it satisfy (View your text).

Price –

Your Company’s Pricing Strategies:

Select the type of pricing method your company uses (view your text).

Define the pricing strategy and then give an example of why you think this is the strategy they use.

Place/Distribution – This element of the 4”Ps” can identify both the logistics of getting a product to market and where the product will be sold. For this exercise, research “place” from the standpoint of “retail outlets” –

Your Distribution Strategy:

Does your company use intermediaries? Give an example?

What type of retail outlets does it use? (See Retail Store Formats in textbook). Explain your answer and give an example.

Promotion – How does your company go about promoting its product to the target customer? Examine the promotional mix (personal selling, advertising, direct marketing, public relations, sales promotion, and social media) used for this product.

Your Company’s Promotional Mix

Choose a video or commercial advertisement. Include the web link.

Briefly analyze this strategy:

What is the core message of the promotion?

What advertising appeals does it use (View your textbook). Identify and define appeal type, give an example from your video.

Besides video/commercial advertising, identify two other promotional strategies your company uses. (View your textbook). Identify, define and give an example of each promotional strategy.

Marketing Mix and Competitive Advantage?

Based on your marketing research, do you think your company has developed a strong marketing mix and thus created a competitive advantage? State your position and then give three reasons and evidence that defend your position.

Position:

Reason and evidence that defends your position:

1.

2.

3.

List References using APA Reference Page format –

Include all resources you used to develop this worksheet here – use APA Reference Page Formatting. At least two sources.

Professionalism and format –

Table looks neat and professional. Spacing is accurate and in appropriate relationship to text. No excessive white space and headings and text are on same page.

Total Points

1

Accounting and Finance Research WorkSheet (3)v1.docx
ACCOUNTING & FINANCIAL MANAGEMENT RESEARCH WORKSHEET – Worth 50 points

Use the following table to document your research. Be sure the table is neat and professional. Watch your spacing and do not separate headings from content. If you have problems using this table, you may create your own.

Go to http://finance.yahoo.com. You will find financial statements at the bottom of the left-hand tool bar. Be sure to click Annual Data Link at top of each financial statement. You may also use www.google.com or your company’s website to research your assignment.

Balance Sheet

Define each of the terms to the left:

Most Current Year Amount

Previous

Year Amount

Total Current Assets

Total Assets

Total Current Liabilities

Total Liabilities

Total Stockholder Equity

Define.

What line items are included in SH Equity

Income

Statement

Define each of the terms to the left:

Most Current Year Amount

Previous

Year Amount

Total Revenue

Gross Profit

Operating Income or Loss

Net Income/ Profit or Loss

How does operating income/loss differ from net income/profit or loss?

Cash Flow Statement

Define each of the following terms:

Most Current Year Amount

Previous

Year Amount

Change in Cash &Cash Equivalents

Look at the Cash Flow Statement and figure out what the change in cash & cash equivalents means.

Financial Management – Equity Financing & Ratios

Research stock information about your company and a competitor. Choose a competitor by clicking on the link on the left hand tool bar on your company’s Yahoo! Finance summary page. You should find publically traded companies on this link that are competitors. Be sure the competitor you choose is traded on one of the three major US stock exchanges. List your Competitor:____________.

On the Summary page, you will find information on you company’s equity financing activity.

STOC

Info about Your Company

Info on your Competitor

Stock Exchange

& Stock Symbol

Stock Exchange:

Stock Symbol:

Stock Exchange:

Stock Symbol:

Last Trade Stock Price

Five-year Graph

Click on the five-year graph on the right.

What year did your company have its highest stock price? Amount?

What year did your company have its lowest stock price? Amount?

Do you think your company’s stock is trending up or down? Explain.

Click on the five-year graph on the right.

What year did your competitor have its highest stock price? Amount?

What year did your competitor have its lowest stock price? Amount?

Do you think your competitor’s stock is trending up or down? Explain.

52-week Range

What does the 52-week range indicate?

52-week Range:

What does the 52-week range indicate?

52-week Range:

Earnings per Share (EPS)

Define term Earnings per share:

Current EPS:

Competitor’s Current EPS:

Profit Margin

Now click on “Key Statistics” on the left-hand tool bar.

Define term Profit Margin:

Current Profit Margin:

Competitor’s Current Profit Margin:

Total Debt/Equity

Define term Debt/Equity

Current D/E:

Competitor’s Current D/E:

Which company has the strongest D/E ratio as defined as having the best ability to pay off its long-term debt?

Current Ratio

Define term Current Ratio

Current Ratio:

Competitor’s Current Ratio:

Which company has the strongest Current Ratio as defined as having the best ability to pay off its short-term debt?

Headlines

On the summary page, you will find an area titled “Headlines” there may be articles about your company posted here. You may need to do a Google search for information. Read two current articles (within the past 6 months) pertaining to your company and take notes on key points.

Title of Article:

Key Points (provide at least 3-4):

1.

2.

3.

4.

Title of Article:

Key Points (provide at least 3-4):

1.

2.

3.

4.

Investment Opportunity? –

Based on your financial research, do you think your company would be a good investment opportunity? State your position and then give three reasons and evidence that defend your position.

Position:

Reason and evidence that defends your position:

1.

2.

3.

List References using APA Reference Page format –

Include all resources you used to develop this worksheet here – use APA Reference Page Formatting.

Professionalism and format –

Table looks neat and professional. Spacing is accurate and in appropriate relationship to text. No excessive white space and headings and text are on same page.

Total Points

1

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BUSINESS RESEARCH 3 WORKSHEETS: TESLA LIMITED

BUSINESS RESEARCH 3 WORKSHEETS: TESLA LIMITED

This is 3 research worksheets for Business class about (Tesla, Inc.

Automotive company)

BUSINESS RESEARCH 3 WORKSHEETS:

1-UBP Marketing Research Worksheet requires analysis of your selected corporation’s marketing strategies.

2- UBP Management Research Worksheet requires analysis of your selected corporation’s overall business

management approach.

3- UBP Financial Worksheet requires analysis of your selected corporation’s financial position.

PLEASE NOTE THAT THIS RESEARCH WORTHS 10% OF MY OVERALL GRADES AND IT IS VERY IMPORTANT TO ME, SO PLEASE PUT SOME EFFORT IN IT. PLEASE READ THE INSTRUCTIONS ATTACHED TO THIS ORDER CAREFULLY AND FOLLOW THEM.

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Assignment 4: Project Proposal – Execution, Control, and Closure

Assignment 4: Project Proposal – Execution, Control, and Closure

Assignment 1: Project Proposal – Initiation & Planning

Note: Information from Assignment 1 will be used to complete Assignments 2 and 4. Assignments 1, 2, and 4 will cover all aspects of the project life cycle relevant to the following project.

VoIP / G-Suite Project

University A and University B have closed on their merger. Per the merger, you have been hired as the Project Manager overseeing the deployment of a new VoIP phone system for the combined University and deployment of Google G-Suite to replace the University’s use of MS Office. Also, all of the school’s cell phones will be exchanged for the latest Google smartphone and the service provider will be Verizon Wireless.

The combined University comprises fifty (50) campus locations and two (2) headquarters buildings. The combined university has over 10,000 employees serving over 100,000 students. The CIO is pressured to complete this project as soon as possible so that the combined universities can terminate their expensive license agreements with Microsoft. Note: All project submissions are submitted to Safe Assign for originality review.

Write a four to six (4-6) page paper in which you define the scope of your project. In your paper you must:

  1. Provide a brief summary of the project.
  2. Describe at least three (3) project goals and three (3) project objectives.
  3. Identify the key customer(s) and at least two (2) stakeholders for the project. Remember, you are delivering the project to your customer(s); however, there are others (stakeholders) who have a vested interest in the project.
  4. Describe at least three (3) key milestones and /or deliverables for the project.
  5. Describe a high-level timeline that includes key tasks and deadlines.
  6. Estimate the project’s overall cost and any key staffing and non-staffing resources needed.

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Assignment 1: Project Proposal – Initiation & Planning

Assignment 1: Project Proposal – Initiation & Planning

Note: Information from Assignment 1 will be used to complete Assignments 2 and 4. Assignments 1, 2, and 4 will cover all aspects of the project life cycle relevant to the following project.    

VoIP / G-Suite Project

University A and University B have closed on their merger. Per the merger, you have been hired as the Project Manager overseeing the deployment of a new VoIP phone system for the combined University and deployment of Google G-Suite to replace the University’s use of MS Office. Also, all of the school’s cell phones will be exchanged for the latest Google smartphone and the service provider will be Verizon Wireless.

The combined University comprises fifty (50) campus locations and two (2) headquarters buildings. The combined university has over 10,000 employees serving over 100,000 students. The CIO is pressured to complete this project as soon as possible so that the combined universities can terminate their expensive license agreements with Microsoft. Note: All project submissions are submitted to Safe Assign for originality review. 

Write a four to six (4-6) page paper in which you define the scope of your project. In your paper you must:

1. Provide a brief summary of the project.

2. Describe at least three (3) project goals and three (3) project objectives.

3. Identify the key customer(s) and at least two (2) stakeholders for the project. Remember, you are delivering the project to your customer(s); however, there are others (stakeholders) who have a vested interest in the project.

4. Describe at least three (3) key milestones and /or deliverables for the project.

5. Describe a high-level timeline that includes key tasks and deadlines.

6. Estimate the project’s overall cost and any key staffing and non-staffing resources needed.

7. Go to https://research.strayer.edu to locate at least three (3) quality resources for this assignment. Note: Wikipedia and similar websites do not qualify as quality resources.

Your assignment must follow these formatting requirements:

• Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; citations and references must follow APA or school-specific format. Check with your professor for any additional instructions.

• Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.

Assignment 2: Project Proposal – WBS & Project Schedule

In Assignment 1, you defined key portions of the VoIP / G-Suite project. Now, it is time to develop a Work Breakdown Structure (WBS) and project schedule. Note: Please use the project from Assignment 1 to complete this assignment.

This assignment requires you to:

1. Create a WBS for the project using the proper format (MS Word, MS Excel, Visio, or any other applicable format) to depict WBS graphically (see Figure 4.4 from Chapter 4 of the Larson textbook). Alternatively, you may use a coded format using MS Word (See Exhibit 4.1 from Chapter 4 of the Larson textbook as an example). The example is in MS Project format, but the same could be done in MS Excel).

2. Create a project schedule that lists all of the core activities, dates (start & finish), and resources to complete the project. While it is recommended that you use MS Project, you can use MS Excel to create your schedule. Your project schedule must contain at least 30 separate activities/tasks.

Assignment 3: IT Project Managers – Balancing Ethics, Leadership, & Technology  

IT Project managers do a lot more than calculations and reporting; they must keep the team on track, ensure ethical decisions are made, deal with conflict, and, depending on the type of organization, they may perform employee evaluations, issue bonuses, hire and lay off personnel, and other tasks. In this paper, you will discuss some of the key elements of the project management process.

Write a six to eight (6-8) page paper in which you:

1. Discuss at least two (2) different roles that IT project managers can play in organizational leadership.

2. Describe at least three (3) human resource factors that affect project management.

3. Recommend at least three (3) conflict resolution techniques that IT project managers can utilize to keep team members productive.

4. Explain at least three (3) leadership approaches and when they are best utilized.

5. Describe at least three (3) ethical situations or dilemmas that IT project managers might face in their role within an organization.

6. Assess the role of technology in project management.

7. Go to https://research.strayer.edu to locate at least three (3) quality resources for this assignment. Note: Wikipedia and similar websites do not qualify as quality resources.

Your assignment must follow these formatting requirements:

• Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; citations and references must follow APA or school-specific format. Check with your professor for any additional instructions.

• Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. 

Assignment 4: Project Proposal – Execution, Control, and Closure

Note: This is the third of three assignments which, as a whole, cover all aspects of the project life cycle relevant to the VoIP / G-Suite project.    

Now, it is time for you to discuss the project’s challenges (e.g., risks), performance management plan (e.g., earned value management), and proposed plan for closing the project when it is done.

Write a four to six (4-6) page paper in which you define the execution, control, and closure aspects of your chosen project. In your paper you must:

1. Provide a brief summary of your chosen project.

2. Identify and discuss your project’s greatest challenges (at least three) and provide a recommendation for addressing each of the challenges.

3. Examine how you manage your project performance via earned value management (EVM). Identify at least three key EVM metrics you will use for your project.

4. Discuss your plan to properly close the project when it is over.

5. Go to https://research.strayer.edu to locate at least three (3) quality resources for this assignment. Note: Wikipedia and similar websites do not qualify as quality resources.

Your assignment must follow these formatting requirements:

• Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; citations and references must follow APA or school-specific format. Check with your professor for any additional instructions.

• Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.

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Need assistance With A Project

Need assistance With A Project

a lesson plan that integrates multiple language and literacy domains within a content area(based on SIOP model)

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Determine proactive and cost-effective. Aligning IT with the business goals makes sense

Determine proactive and cost-effective. Aligning IT with the business goals makes sense

IT SERVICE MANAGEMENT (ITSM) The benefits of ITSM versus the traditional IT Support model

By Student

2/17/18

2

EXECUTIVE SUMMARY WHAT IS ITSM AND WHY DOES IT MAKE SENSE FOR IT?

In a BMC Blog titled, “ITSM vs .ITIL: What’s the Difference?” Stuart Rance (2017) writes, “IT service

management (ITSM) is what you do to manage the services you deliver to your customers.”

Furthermore, ITSM is implementing, managing, and delivering IT services to meet the goals of an

organization.

Traditionally IT support focused on break/fix scenarios and didn’t look at the big picture. Businesses

were often hit with large expenses to support a reactive environment. Introducing service

management adds a continuous life cycle and framework from which IT operates. It is a more proactive

approach. There are many benefits of using IT service management in today’s business as opposed to

the traditional IT support model. For example, operational efficiency and cost savings are two areas

that bring benefit to the organization.

In previous approaches IT support has traditionally focused on and provided the following services to its

customers or end-users:

• break/fix • hardware repair • software install • help desk • account management (i.e. password reset, account activation)

In recent years the focus has shifted to a more service-based approach. In the past, IT organizations

were primarily concerned with how programs or codes are written or how a computer is assembled. For

example, traditionally focusing on a computer’s speed, memory capacity, and the size of its hard drive

to fix a problem could prove time consuming and costly. ITSM is a shift from that focus to the actual

service the system provides and how well it provides that service. ITSM operates off of a framework of

processes that provide service. There are two main types of frameworks and they are very similar. The

first is ITIL, formally an acronym for Information Technology Infrastructure Library. The second is ISO

20000, which is the international standard for IT service management. Both frameworks model a

continual service improvement and at the core are made up of several processes. To support the new

findings, and since these two frameworks are very similar, the focus will be more on the processes

themselves. The following are some of the processes that support the continual service improvement

of ITSM:

• incident and problem management • change management • service management • release and deployment management • availability management

In Uzado’s Blog (2017), the author states, “ITSM attempts to eliminate IT support risks by advocating

standardization and best practices.” By operating off the same processes, policies, and procedures, IT

organizations can solve problems and provide solutions to its customers more effectively and

efficiently.

3

INTRODUCTION WHAT IS ITSM AND WHY DOES IT MAKE SENSE FOR IT?

Businesses are struggling to keep up with technology changes. It is imperative IT operations and efforts

align with the business strategy, requirements, and goals. Old IT support models that focus on

break/fix and hardware/software solutions are challenging, inefficient and costly. IT organizations are

adopting ITSM and switching to a more service-based approach to support the business. Adopting a

process framework to follow, like ITIL or ISO 20000, provides common structure and allows IT to align

with the business and their goals. ITSM processes like incident management, change management,

and service management are crucial to IT operating as a service and aligning itself with the strategic

goals of the business. ITSM allows IT to operate more efficiently and can significantly improve cost.

This white paper will discuss two different approaches to IT support. The first approach we will discuss

is with Jacob, an IT Manager at a large Landscaping company, who follows the old IT support model,

which proves to be challenging and costly. The second approach we will discuss is with Courtney, an IT

Manager at a small software company, who uses ITSM as her framework for IT support. ITSM brings a

new approach that organizationally makes sense both operationally and financially.

PREVIOUS APPROACHES IT SUPPORT THE OLD WAY

Have you heard the term help desk? The help desk is usually the first line of support in a traditional IT

support model. According to Stephan Mann (2016), “The IT help desk was born in the late 80’s to fix IT

issues, focused on the IT rather than the end user,

usually with no targets for fixes, and immediate

fixes were infrequent.” The following are examples

and brief definitions of techniques of the old IT

support model that Jacob and his team use:

Break/Fix: In this scenario, one of Jacob’s IT

support technicians, particularly help desk, uses

troubleshooting to provide repair or resolution to a

computer problem whether it be hardware or

software related. This often takes place over the

phone or via an email or chat exchange. Often the repair is tactical, reactive and not strategic. This

scenario utilizes at least two resources. The two resources in this scenario are the end-user and Jacob’s

help desk representative.

Hardware repair: In this scenario, one of Jacob’s IT support technicians will replace hardware to fix a

problem. For example, an application running on a laptop may consume more memory than what the

laptop has to give. In this case, the technician will upgrade the memory to support the application

requirements. This scenario typically utilizes at least three resources. Two of the resources are from

4

Jacob’s team, the help desk associate and the level 2 technician, while the third resources is the end-

user. There is typically a cost associated with the hardware that needs to be upgraded.

Software install: In this scenario, Jacob’s IT support technician will install software or upgrade

software to fix a problem or resolve a software type of request from an end-user. For example, an end-

user may have the Microsoft Office Suite on his or her computer. However, in order to do project plans,

the user will need Microsoft Project installed. The end-user typically makes a request to Jacob’s help

desk for the software. There may be a license purchase involved. Once the help desk or support

technician determines he or she can complete the request, the software is installed on the workstation

for the end-user. This scenario is similar to the hardware upgrade scenario and typically utilizes three

resources (end-user, help desk associate, level 2 technician).

Account Management: In this scenario, an end-user makes a request to Jacob’s help desk to reset his

or her password or enable an expired password. This is very time consuming for the representative at

the help desk as he or she could get several of these requests a day due to the large size of the

Landscaping organization that they support.

It is important to note that all of the above scenarios are still used in ITSM; however, the techniques are

more strategic, proactive, and part of a process management framework that provides a service that is

directly tied to the business strategy.

Some of the old ways of doing IT support can be costly, time consuming, and resource heavy. For

example, each person from Jacob’s IT support team was likely to have his or her own way of resolving

an issue. Issues may have been perceived as being resolved at surface level without deeper problems

having been addressed such as the process and/or long term solution.

However, Courtney and her IT team use ITSM as an attempt to eliminate those risks by advocating

standardization and best practices. It is important that while businesses become more agile and

technology continues to advance, so does the IT department. ITSM offers strict guidelines to follow to

become more agile, proactive and cost-effective. Aligning IT with the business goals makes sense, and

IT managers like Jacob should re-evaluate his or her approach to supporting the business.

5

NEW FINDINGS ITSM FOR THE WIN!

Courtney and her IT team use ITSM because it is a process-based practice designed to align the delivery

of IT services with the needs of the business. Figure 1 shows the ITIL framework Courtney’s team uses

and the processes that make up its continual process improvement. While all of the process areas

won’t be covered, it is important to point out a few as part of the new findings section to support ITSM

as the more valuable approach for IT support.

Incident and problem management provide a more strategic approach when it comes to managing

incidents and problems at Courtney’s service

desk. In ITILv3, an incident is described as, “An

unplanned interruption to an IT service or a

reduction in the quality of an IT service.” Let’s

take the scenario in our previous findings of

Jacob’s technician fixing a computer by upgrading

the hardware. In this example, Jacob’s IT support

person is taking a reactive approach by waiting

for the end-user to report a problem. The end-

user must contact Jacob’s help desk to report the

issue which takes time for that user as well as the

help desk associate to log the ticket and possibly

troubleshoot the problem prior to escalating it to

a level 2 technician that will do the actual

hardware upgrade. This is a disruption in the

organization. It is a disruption to the end-user

who is attempting to meet a goal for the

business. At least two of Jacob’s resources are involved in

this scenario and there is typically a cost associated with

buying hardware to fix the computer.

Many of IT managers may not realize that most of this can be avoided by using an ITSM framework.

For example, one of the processes in the ITSM solution that Courtney’s team uses is service

management. Included in this process area, are the service desk, the service catalog, and self-service.

Aligning IT with the business and its goals is a strategic approach for Courtney and her team. She must

understand the goals of the business to provide them the right services. In other words, let’s say the

end-user is a developer. Courtney’s team uses a proactive approach by identifying what specs the

developer requires on his or her laptop. Courtney’s service desk can offer the laptop in a service catalog

through an online self-service portal. When the developer is hired, he or she is provided with a laptop

that has the specs required to run the applications the developer needs. This scenario requires no

Figure 1.

6

interaction from Courtney’s service desk. This is a good example of Courtney’s team operating more

efficiently and saving money. By being proactive, fewer of her resources will be required, as no

hardware upgrade will be needed. Courtney’s IT department can also order several developer laptops

in preparation for new hires. The bulk, up-front purchase with the required hardware specs will save on

cost. This is a more proactive, efficient and cost savings approach compared to Jacob’s scenario of not

knowing his customer and purchasing hardware on an as needed basis. It should be clear how the old

model disrupts the flow of both the end-user and the IT resources. By Courtney’s team utilizing a

service management and incident management process, they save time and prevent future

reoccurrence. This model can work up the entire stack (i.e., server, storage, network, etc.).

Courtney’s IT team is able to manage change effectively through a change management process and it

has a significant impact on the organization. Let’s discuss the example of software installs. Installing

software on a workstation or server is a change in the baseline. It can have a positive or negative

impact depending on how the software reacts on the workstation or server. In Jacob’s approach,

software installs or software requests were completed and reacted to based on the end-user requests

to his help desk and/or the needs of the business. As in the previous example of the hardware upgrade,

this uses more resources than needed and can become more costly. Courtney’s ITSM approach

includes a software catalog that is published online where her end-users can pick from and have

downloaded on her or her computers automatically. The software catalog is usually taken from a white

list of software that the firm has already vetted and approved for installation. Testing of the software

to the baseline is a part of Courtney’s team’s process to alleviate any potential disruption of service.

Courtney purchases her licenses in bulk and up front which saves money in the long run compared to

Jacob, who is buying a license each time an end-user makes a software request. By using an ITSM

approach and aligning IT with the business goals, Courtney’s IT organization will already have a good

understanding of their customer or end-user base and therefore can have the software already

purchased and installed. Additional software is made available to the user through the online service

catalog. Courtney saves time and money as her service desk and tier 2 technical support are not even

involved in this scenario. When change is managed correctly, it minimizes the amount of downtime

and the issues that end-users experience, which means more productivity for the business and less

disruptions in service.

Release and deployment management works alongside of change management. According to UCISA

ITIL (2010), “[the goal of Release and deployment management] aims to build, test and deliver services

to the customers specified by service design.” It includes planning, designing, building and deploying

new software and hardware components. Maintenance activities like Windows updates and patches

are included in these processes. Courtney and her team believe the Release and deployment process is

important to maintaining the integrity of their environment. By having a release and deployment

process defined, Courtney’s entire IT organization follows the same process when releasing new

software, hardware or doing maintenance in a stable environment. Steps in the process like testing,

rollout plans and documentation help Courtney and her team prevent any disruptions to service. For

example, in Jacob’s organization, when a new software release was installed on several workstations in

the company Jacob’s team did not follow a release and deployment process. Therefore, proper testing

and phased rollout plans were not used. This could result in the workstations having problems with the

7

new software. This example could produce several calls to Jacob’s help desk and in some cases tier 2

technicians may need to be deployed to fix the software related problems.

Jacob’s help desk handles account management in a reactive approach waiting for customers and end-

users to call the help desk and report his or her password had expired and he or she needs it reset. New

findings show that Courtney’s team, by providing a self-service portal for end-users to do their own

password resets, saves a substantial amount of money and resources. It can also cut down on 10% to

30% of calls to the service desk depending on the size of the business and/or customer base.

It is important to note that all of the process areas and services can and should be measured with

targets and service level agreements. Reporting is a huge part in the process of IT providing services to

the business. IT organizations need to be able to measure themselves against the services they provide

so they can continually improve. Providing the reports to the business help with transparency and

supporting the alignment of IT and the business and build a trust relationship between the two.

Overall ITSM is a framework of processes that provide value to the IT organization which in turn

provides value to the business. In an ITSM survey, from CIO Water Cooler (2017), one of the

respondents said, “[ITSM] helps us to manage risk to the business and minimize downtime to users and

the business.” Processes like incident, change and service management minimize risk and disruptions in

service.

CONCLUSION ITSM IS THE WAY TO GO

Traditional IT support and help desk like Jacob’s team example, can

improve in areas of operational efficiency and cost savings by

utilizing ITSM. ITSM is able to offer Courtney’s team and all IT

support teams, a stable and concrete framework to build off of, and

a maturity level that can save time and money. In an article from

Computer Weekly (2008), Ashford and Warwick tell us an Indian car

maker, Tata Motors, says they were able to reduce IT service

support calls by implementing an ITSM solution. Probir Mitra, CIO

at Tata Motors, said, “Since implementing [ITSM], supplier calls

have reduced by 80%, desktop calls are down 40%, and server

support calls have dropped 8%.” Although there are many parts of

information technology support, it is still viewed as strictly

hardware and software based. ITSM has the ability to change this view and strengthen the trust

between the business and its IT support. In a 2017 survey conducted by CIO Water Cooler, “89% of

respondents see ITSM as a value add to their business – mostly in support of customer experience (35%)

and service quality (48%).” ITSM helps make IT a key player in business operations by assessing

capacities, capabilities and planning more effectively. One of the best things about ITSM is that it saves

89% of the CIO’s

who responded, see

ITSM as a value add

to their business

2017 ITSM SURVEY

8

the business time and money. Since ITSM is aimed at standardization and efficiency, it intends to

minimize downtime and disruption, as well as, the time IT spends on resolving issues. Jeff Rumburg

(2017), co-founder and managing partner of MetricNet, did a presentation at the annual Fusion

conference last year in Orlando, Florida. The title of the presentation is, “The ROI of ITSM-Know Your

Financial Impact!” During the presentation, Rumburg expressed the importance of ROI and how it is

the ultimate measure of success for any business. He gave several examples of ITSM increasing ROI.

The state of Illinois saved over $130 million annually. Telkomsel reduced operational IT costs by 50-

60% (Computerworld UK). JPMorgan Chase eliminated 500,000 service desk calls. Visa saw a

reduction in the mean-time to resolve incidents by as much as 75% (Smart Enterprise Magazine). These

are just some of the many examples how ITSM has improved operational efficiency and cost in

businesses around the world. Is it time for your IT operations department to adopt ITSM? There is no

better time than the present.

9

References:

Ashford, Warwick. (1/29/2008). Tata cuts IT support calls with ITSM. Computer Weekly, p4-4.

CIO WaterCooler (2017). IT Service Management Survey 2017. Retrieved from

https://ciowatercooler.co.uk/reports/it-service-mangement-survey-2017

ITILv3. Definition of Incident. Retrieved from

http://www.knowledgetransfer.net/dictionary/ITIL/en/Incident.htm

Millier, David (February 22, 2017). Uzado’s Blog. 5 Benefits of IT Service Management. Retrieved from

http://www.uzado.com/blog/5-benefits-of-it-service-management

McCafferty, Dennis (5/5/2017). CIO Insight. How ITSM Can Fast-Forward the Tech Transformation. p1-1

Mann, Stephen (2016). ATLASSIAN IT Unplugged. Help desk vs. service desk vs. ITSM: What’s the

difference? Retrieved from

https://www.atlassian.com/it-unplugged/itsm/help-desk-vs-service-desk-vs-itsm

Rance, Stuart (2017). BMC Blogs. ITSM vs. ITIL: What’s the Difference? Retrieved from

http://www.bmc.com/blogs/itsm-or-itil-that-isnt-the-question/

Rumburg, Jeff. Fusion 2017. The ROI of ITSM – Know Your Financial Impact

UCISA (2010). ITIL – A guide to release and deployment management. Retrieved from ucisa.ac.uk

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Examine the graphics in this white assignment

Examine the graphics in this white assignment

After watching this video, read attached sample white paper, “IT Service Management (ITSM): The Benefits of ITSM Versus the Traditional IT Support Model.”

Please answer the following questions:

  1. The CANRIGHT document discusses various types of white papers on pages 10-11. As you examine the white paper on ITSM, what type of white paper would you argue that it is?
  2. What is the problem that the white paper on ITSM is identifying? Please write one sentence in giving this answer.
  3. What is the proposed solution? Please write one sentence in giving this answer.
  4. Examine the graphics in this white paper. Do they enhance the message being delivered? Why or why not? You might choose one or two graphics as examples in supporting your answer.

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Watch Youtube Video CANRIGHT, “White Paper Basics”,

Watch Youtube Video CANRIGHT, “White Paper Basics”,

After watching this video, read attached sample white paper, “IT Service Management (ITSM): The Benefits of ITSM Versus the Traditional IT Support Model.”

Please answer the following questions:

  1. The CANRIGHT document discusses various types of white papers on pages 10-11. As you examine the white paper on ITSM, what type of white paper would you argue that it is?
  2. What is the problem that the white paper on ITSM is identifying? Please write one sentence in giving this answer.
  3. What is the proposed solution? Please write one sentence in giving this answer.
  4. Examine the graphics in this white paper. Do they enhance the message being delivered? Why or why not? You might choose one or two graphics as examples in supporting your answer.

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