SYLLABUS Enterprise Systems and Supply Chain Management (MKT 427)

University of Wisconsin Madison MKT 427 Wisconsin School of Business Spring 2012 SYLLABUS Enterprise Systems and Supply Chain Management (MKT 427) Lecture: Instructor: Office: Office Hours: 11:00AM 12:15PM T/R, 1280 Grainger Hall Pete Lukszys, MBA, CPIM 3122 Grainger Hall T/R 2:30PM 3:45PM, and by appointment Office Phone: (608) 262 9038 Mobile Phone: (608) 658 6763 Email: plukszys@wisc.edu COURSE DESCRIPTION This course provides an overview of enterprise systems and supply chain business processes, and introduces students to how enterprise systems are used to manage supply chains and make effective business decisions. Students will use SAP ERP (enterprise resource planning) software throughout the course, the same software used by many organizations in industry. The course is organized in 3 modules: Module 1: Overview of Enterprise Systems and Supply Chain Business Processes Module 2: Managing the Implementation of Enterprise Systems Module 3: Using ERP to Manage Supply Chains & Make Business Decisions Module 1: Overview of Enterprise Systems and Supply Chain Business Processes The course begins with an overview of business processes across the supply chain, then shows how integrated processes create value, and demonstrates how these processes look in enterprise systems through hands on lab exercises using SAP software. The sales order to cash process and purchase topayment process will be covered in detail. An introduction to Customer Relationship Management (CRM) systems will be provided. Although SAP software is primarily used, an effort will be made to keep the course software neutral. A key idea that is emphasized throughout the semester is the system should (but doesn t always in practice) support the business process regardless of what software is used. Revised January 22, 2012 page 1 of 8

Module 2: Managing the Implementation of Enterprise Systems Whether it be a global, end to end implementation of an enterprise system or just upgrading one module of an existing information system, many students will be involved with implementing an enterprise system at some point in their career. Poorly planned and executed system implementations have shut down companies for days. On the other hand, significant competitive advantage can be gained when systems enable business processes that differentiate a company. Best practices in ERP project methodology and pitfalls to avoid will be covered through several case studies, lecture, and battle stories from guest speakers. Module 3: Using ERP to Manage Supply Chains & Make Business Decisions Using an ERP Simulation Game, students are put in a situation in which they have to run a business with a real life SAP system. Teams of students will compete in this ERP supply chain game interacting with suppliers and customers by sending and receiving orders, delivering products and completing the entire cashto cash cycle. Using reports from SAP, students must analyze their transactional data to make business decisions and to ensure profitability of their operations. Progressively more challenging simulation scenarios are introduced, ending with Simulation Day at the end of the semester which serves as the final exam. Each team will prepare a Game Plan report outlining their team strategy for Simulation Day, and present their lessons learned following the simulation. The ERP Simulation Game uses SAP ERP and was developed at the University of Montreal for use in the classroom. This is a business course about the IT used to run companies and manage their supply chains. Students pursuing careers in operations, supply chain management, marketing, product management, retail management, accounting, consulting or general management could benefit from this course. It is not intended to be a technical, software development or software training course; but rather, a business course about business processes and the IT that enables these processes. COURSE OBJECTIVES 1. To build an understanding of the fundamental business processes used to run companies with a focus on supply chain processes, (e.g., purchase to pay, order to cash) 2. To provide an overview of enterprise systems including their business purpose, typical modules, historical evolution, and current short comings and challenges experienced in industry 3. To provide hands on exposure to a live ERP system, achieving an intermediate level of comfort using SAP ERP enterprise software. 4. To learn how to manage the supply chain of a company using an ERP system in simulated, realtime environment 5. To learn how to effectively analyze information from an ERP system to make business decisions 6. To gain an understanding and appreciation of the importance that leading people and managing change plays in the success of ERP implementations and long term competitive advantage of companies 7. To prepare students for career opportunities in industry Revised January 22, 2012 page 2 of 8

REQUIRED COURSE MATERIALS 1. TEXTBOOK: Essentials of Business Processes and Information Systems Simha Magal and Jeffrey Word. ISBN 13: 978 0 470 23059 6 Note: An optional SAP simulation is available for purchase with this book (under a different ISBN) do not purchase it! We will not be using this particular simulation in the course. 2. CASE STUDIES: http://cb.hbsp.harvard.edu/cb/access/12400745 An electronic packet of case studies should be directly purchased from Harvard Business School using the above link. I have found this to be a greener and more cost effective way to deliver course materials, and am open to your feedback on continually improving this process. 3. ERP SIMULATION GUIDE BOOK: You will receive an email inviting you to purchase this guide book midway through the semester. Wait until you receive this email to purchase the book. Participant s Guide Léger, P. M., Robert, J., Babin, G, Pellerin, R., Wagner, B. ISBN: 978 0 9866653 0 1 COURSE LEARNING APPROACHES SAP hands on lab exercises ERPsim simulation game Exam and quizzes Lecture Case studies Software demonstrations Revised January 22, 2012 page 3 of 8

GRADING 40% Midterm exam 30% ERP simulation assignments and quiz 15% SAP lab reports and Case study analysis paper 15% Class contribution and participation 1 Course grades are determined on a relative (i.e., curved) scale. Points earned on individual assignments and exams are posted on the course website throughout the semester. At the end of the semester, total points for each student are summed and final grades are determined based on a curve. I will use the University s standard grading scheme for this course: A (Excellent); 4.0 AB (Intermediate grade); 3.5 B (Good); 3.0 BC (Intermediate grade); 2.5 C (Fair); 2.0 D (Poor); 1.0 I anticipate the final grade point average for this 400 level class to be approximately 3.25, with approximately 25% of students receiving an A grade. Final course grades are determined on a relative scale. However, note that students performances vary from year to year. Therefore, I retain discretion to alter the final grade distribution accordingly. Please do not provide draft assignments to me for comment before submitting them for grading. Giving feedback on initial drafts can easily turn into pre grading and can create fairness issues in grading. Exam and assignment grades will be posted throughout the semester at http://courses.bus.wisc.edu which will give you an indication of how you doing. It is expected that assignments are submitted on time via the course website. I will accept late homework assignments up to 48 hours past the due date. Late homework assignments will receive a deduction of two letter grades (or approximate point values) per 24 hours late (e.g., assignment turned in 12 hours late with initial grade of A would be reduced to final grade of B). It is expected you complete the midterm exam, ERPsim quiz, and the final ERPsim class activities during the dates and times indicated on the syllabus. Please email me during the first 2 weeks of the course if you anticipate any scheduling conflicts. 1 Includes case study participation, lecture participation, News Forum web postings, and overall contribution to class Revised January 22, 2012 page 4 of 8

EXPECTATIONS Academic Integrity I expect that you put the same amount of energy into preparing for class as you would an important business engagement. The emphasis of this course is on learning. Academic honesty is expected and required. Any academic misconduct will be referred to the Dean of Students and enforced per University policy. If you have any questions what is expected of you in this course, please simply ask. Attendance I expect you to attend class on a consistent basis and to be on time. If you can t make it or will be late, as a courtesy please let me know via email. I have made an effort not to schedule mandatory class activities (e.g., midterm exam) on religious holidays. If you have a conflict between a required class activity and a religious holiday that you observe, please let me know via email during the first two weeks of the course and we can work out an alternative means for you to complete the class activity. I will extend reasonable consideration to accommodate you for university related extracurricular activities that conflict with our class. I expect you to notify me within the first two weeks of the course of any known conflicts. Accommodations Your success in this class is important to me. If there are circumstances that may affect your performance in this class, please let me know as soon as possible so that we may work together to develop strategies for adapting class activities to meet both your needs and the requirements of the course. The McBurney Disability Resource Center (263 2741) provides resources for students with disabilities. You will need to provide documentation of disability to them in order to receive official university services and accommodations. Please don t hesitate to let me know if you require assistance or accommodations for any reason. I look forward to working with you to meet your learning goals. If you need accommodations, please email me during the first 2 weeks of the course. Revised January 22, 2012 page 5 of 8

OTHER EXPECTATIONS Have fun Looking back, my years as an undergraduate and graduate student were some of the most rewarding times of my life. When else will you be surrounded by a talented group of individuals with similar career and life goals? Make the most of it. Carpe diem. Professionalism There is often more than one right way to approach a business problem. If your view of a problem discussed in class is different than a view of your classmates, it s fine to challenge their position in a professional way. However, don t personalize issues just stick to the facts if challenging a viewpoint. Following this approach makes for healthy class discussions where we can learn from the perspectives of others. Push yourself I encourage you to take controlled risks at the School of Business to expand your learning. For example, if you know you have difficulty speaking in front of groups, volunteer to be your team speaker during a presentation early in the semester. If it does not go well, that s okay. Your team can support you in future presentations and give you a chance to improve. Making mistakes and learning from them in this academic environment is a much smarter move than waiting until your future CEO asks you to present at an all employee meeting with ½ hour notice. This is just one example of the benefits of working outside your comfort zone in a controlled, academic environment. Please take advantage of the incredible learning environment we are fortunate to have at Wisconsin. Thanks for enrolling in this course! I hope enjoy it and your time at the Wisconsin School of Business! Revised January 22, 2012 page 6 of 8

University of Wisconsin-Madison MKT 427 Wisconsin School of Business Spring 2012 Course Schedule # Date Day Topics Readings Deliverables 1 24 Jan T Course introduction Syllabus 2 26 Jan R Chapter 1 Magal & Word, "Hershey's Bittersweet Lesson" 3 31 Jan T Chapter 2 Magal & Word, Overview of ERP Systems and Business Processes "Slow Product Ramps ups Challenge Oracle and SAP" 4 2 Feb R The San Diego City Schools: ERP Return on Investment case study 5 7 Feb T 6 9 Feb R The Procurement Process and SRM Systems Chapter 3 Magal & Word, "Purchasing 3.0" Lab 1: Navigating in SAP 7 14 Feb T SAP Lab Exercises Lab 2: Purchase to payment Lab 2 report (meet in room 2294) (most students will complete in class) 8 16 Feb R 9 21 Feb T The Fulfillment Process CRM Systems Chapter 4 Magal & Word, Lab 3: Order to Cash Moore Medical Corporation case study (Harvard) Lab 3 report (complete lab on own) 10 23 Feb R 11 28 Feb T 12 1 Mar R The Production Process Integrated Processes and the Supply Chain Chapter 5 Magal & Word, Lab 4: Production Process Chapter 6 Magal & Word, "Enterprise Systems and the Supply Chain" Cisco Systems Implementing ERP case study (Harvard) Lab 4 report (complete lab on own) 13 6 Mar T Harley Davidson Enterprise Software Selection (Harvard) Case analysis due 14 8 Mar R Air Products white paper (web), Implementation of ERP systems Guest speaker from IBM (date tentative) 15 13 Mar T Guest speaker from Cargill (date tentative) 16 15 Mar R Zara: IT for Fast Fashion case study (Harvard) Revised January 22, 2012 page 7 of 8

# Date Day Topics Readings Deliverables 17 20 Mar T Keda's SAP Implementation (Harvard) 18 22 Mar R Implementation of ERP systems (continued) "ERP gone bad: Lessons from real world failures," and "Making an Enterprise System Work for Your Organization" 19 27 Mar T Midterm exam, 3/27/2012 (in class, written exam) Midterm Exam (required class activity) 20 29 Mar R Emerging Trends in Enterprise Systems 3 Apr T 5 Apr R Spring Break (April 1 April 8) 21 10 Apr T ERPsim Introductory game 22 12 Apr R 4/10 5/8 meet in room 2294 "6 Questions to Ask about Cloud Computing" Chapters 1 and 2, Participant's Guide Introductory Game Job Aid 23 17 Apr T ERPsim Financial business processes 24 19 Apr R 25 24 Apr T ERPsim Practice Game #1 26 26 Apr R 27 1 May T ERPsim Practice Game #2 Chapter 3, Participant's Guide Chapters 4 and 5, Participant's Guide Extended Game Job Aid Chapter 6, Participant's Guide 28 3 May R 29 8 May T 30 10 May R ERPsim Final Simulation (attendance mandatory) Debriefing of Final Simulation ERPsim Quiz (class meets in normal lecture room) Game plan report ERPsim quiz (required class activity) 31 15 May T ERPsim Team Presentations (presentations will occur on 5/15/2012 in time slots between 12:25PM 5:00PM. Room# TBD) ERPsim oral presentation and uploaded copy of presentation slides Revised January 22, 2012 page 8 of 8