Assignment 1: Case Study (24%) Introduction Assignment 1 requires you to analyze the following case study. People, projects, and processes presented below are fictitious and have been inspired by real life scenarios. The fictitious dates within the case do not reflect the real deadlines of the assignment. Refer to the class schedule provided in the Course Outline to confirm the due date for Assignment 1. Ideally, the analysis for this assignment will require you to leverage your learning from Units 1 and 2; Assignment 1 is due at the end of Unit 3. You should work through this assignment after the completion of both Units 1 and 2. Please consider all possible alternatives in your response. You are encouraged to build upon your previous work and iterate, as your knowledge grows unit to unit. Each question equals 12% of your final grade. Assignment 1: Case Study In 2025, Umbrella Corporation is Canadas largest biotechnology corporation. Umbrella develops marketplace offerings sold through various subsidiaries across the world. All of its research is done from its head office in Winnipeg. Umbrella was founded in 2020, with a vision to "make life better for citizens of the world." Umbrella has created innovative, exciting products that meet the needs of their customers and communities. With over 1000 people currently employed, and with over 50 locations, Umbrella continues to expand. Over the years of expansion, Umbrella has evolved using custom Customer Relationship Management (CRM) systems. These systems have proliferated across the corporation, as each department built solutions to cater to their own needs. Corporate reporting is now done using a mix of outdated technology platforms (a legacy ERP system, based on JD Edwards and a reporting system), with bolt on aggregators built in MS Access databases and MS Excel spreadsheets containing complex macros. A recent project implemented a new Enterprise Resource Management (ERP) system to manage leasing and sales that provides a modern interface operating via the corporate intranet. This ERP system interfaces with existing CRM systems to pull data, as the old systems remain the source of existing information and data; it also contains a whole new set of data fields developed to improve the relationship with high value customers. These new data sets are only held in the ERP system and are not passed to the old systems. The data logic maps and data dictionary are out of date, which is causing issues throughout the corporation. Umbrella has a large team in the marketing department managing multiple systems and databases and using complex Excel spreadsheets to drive the multiple levels of CRM initiatives across Umbrella. Reporting often takes weeks and is easily prone to error, and the spreadsheets are becoming unstable and unwieldy. In addition, reporting formats and ability to access data (drill down or aggregate) are no longer meeting the needs of the various stakeholders who rely on this information to make business decisions on a daily basis and to compile reports for external stakeholders. Senior Executive Management consists of the CIO, CFO, CEO, and other executives in senior management roles across the corporation. Currently, they receive detailed and aggregate reporting in MS PowerPoint files every month. The problem is that information is too old to be actionable and only provides a snapshot of past results. Umbrella would like aggregated real time data in a dashboard format they can access from any computing device using self-service. Critical data should be presented in easy to use graphs, with the ability for individual executives to drill down into the data to gain a more detailed view, and a standard set of filters, so they can sort, organize, and extract data themselves. Currently, the executives are very frustrated with both the timeliness and presentation of the data. Divisional Vice Presidents (VPs) manage functions, such as finance, business development, product planning, supply chain management, and IT. Currently they get weekly divisional reports, which are more detail oriented than those available to the Executive Management Team. Again, this data is old and error prone; they are constantly requesting updates and ad-hoc reports. The data for VPs is focused on individual divisions, rather than a view of the whole corporation. They expect the same look and feel to data as the Executive Management Team, i.e., in a dashboard and graphical format, with the additional requirement that they want data to be pre-filtered to only show their division. They are very excited about this project and are giving it their full attention. The marketing team reports to the Chief Marketing Officer (CMO). This team consists of over 25 staff, who are responsible for producing all CRM reports for anyone in Umbrella. They have highly developed skills in Access and Excel and are extensive users of pre-existing systems, though are only starting to integrate the new data in the ERP platform into their Excel reports (not using ERP reporting capabilities yet). They import all data into Excel spreadsheets for manipulation, reporting, and investigation. This team currently manages over 50 standard reports, and some of the reports have over 10,000 lines of data. The marketing team is incredibly knowledgeable about the customer data and its meaning, but they find it challenging to provide meaningful data to Umbrella, and they realize that they have become a bottleneck for the corporation. They are somewhat apprehensive about this project, as they are used to being the go to people for information. Consequently, they are change resistant and fear for their jobs. The IT team reports to the Chief Information Officer (CIO). They manage existing systems, including all applications, systems access, security, and helpdesk services. They know the current systems are nearing end-of-life, but take pride in maintaining them for organizational use. They realize that they are often seen as scapegoats and are a frustration to the business that is wanting a more modern reporting platform. Whilst not sponsoring this project, the CIO is partnering with the CMO to ensure that best in class design and usability of the new platform is an outcome of the project. The Business Unit Managers report to the divisional executives. They are in charge of the day-to-day management of each business unit. They need real time access to the customer data for their own units and are also interested in customers of similar units across the world for comparative evaluation. They are very detail-oriented, and they extensively use the current Excel reporting, but are very frustrated with always having to go through the Finance team. They cannot wait to be able to access, sort, and print out their own data. The Business Development Managers report to the VP-Business Development, with dotted line reporting to the Business Unit Manager(s). Their role is to maximize the sales and maintain a sales pipeline for the regions within their portfolio. Their needs are similar to the divisional executives; they are very supportive of the project and will be the change champions, day-to-day decision makers, and road block removers. The CEO, Alice, has launched a new project to design and build a world class CRM system by 2027. This system will interface seamlessly with underlying corporate systems (ERP and JD Edwards and MS office suite). Alice happens to be a fan of the Blue Bombers and ran into you during a pre-game party at Investors Group Field. You impressed her with your knowledge of Strategy and Enterprise Analysis, and you were hired to facilitate business analysis at Umbrella. please just provide me answer of d question with tools and guidelines. just d answer. In 4 - 6 pages, create a current state description for the project. You should: Describe the context of the scope, resources, dependencies, infrastructure, external influences, and significant relationships between these elements. Name the BA techniques that were utilized and describe why these techniques were selected. Document any assumptions and categorize them as guidelines or tools, explaining why these were important in your response.