SlideShare a Scribd company logo
1 of 7
Case Study- Moss
and McAdams
Accounting Firm’s
case
Summary of Case Study
Moss and McAdams (M&M) was a well established regional accounting firm, whose primary
services were corporate audits and tax preparation. Over the last two years, the partners decide to
move more aggressively into the consulting business. Ruby Sands, the official manager for
assigning personnel to different accounts. In this case, M&M operates within a matrix structure.
Here Bruce Palmer who handles the Auditing section and Ken Crosby handling the consulting
profiles have an issue over Zeke Olds wherein both of them want have Olds in their respective
teams. They agree to work out a compromise and have Olds split time across both projects. Later
on they have issues as Olds wasn’t able to distribute his time properly among the two profiles and
he tends to give more time to the consulting profiles, partially due to his own interest and due to
Crosby. On discussion Sands decides to allocate Olds to consulting firm.
Q 1. If you were
Palmer at the end of
the case, how would
you respond ?
If I were Palmer, I would first follow our superior's
decision and then respect his feelings about the project.
Later on, Zeke Olds was assigned, but he is struggling
with two projects at the same time, which is a problem
for everyone. And I agree with Sands' assessment of
the personnel assigned to my project.
Q 2. What, if anything,
could Palmer have
done to avoid using
Olds ?
To avoid using Olds, Palmer could have done the
following things :-
 He could have ensured that the shift rotation
system was strictly followed. There would have
been no problems if the rotation shifts had been
strictly followed. This would have resulted in faster
progress on both project.
 He should have attended weekend review
meetings. During these meetings, they would go
over the entire week's work. This meeting would
have guaranteed that Olds was doing Palmer's
works too in time as he would be required to submit
a report every week.
 He could have implemented a new system in
which they asked Olds to come in on alternate days
to work on two profiles. On one day, he could have
worked on one profile, and the next day, he could
have worked on the other. This would have
ensured that both profiles received adequate
attention and time.
Q 3. What advantages and disadvantages of a matrix
type organization are appeared from this case ?
Advantages
 Efficient resource allocation: Resources
can be shared across multiple projects.
 Strong project focus: Having formally
designed project manager who focuses
always on his or her project.
 Easier post project transition: Since it
works partly on functional division they can
return back once the project is done.
 Opportunity assessment: It evaluates an
individual's skills and knowledge in
different divisions, which makes it easier
further to assign the best person at best
place.
Disadvantages
 Dysfunctional conflict: Conflicts between
functional manager in sharing resources,
work could be delayed and focuses maybe
changed time to time, because everyone
want the best to do their project.
 Stress: Project participants may have two
bosses, therefore two different commands.
 Inefficiency: Some projects may get
bogged down in decision making.
 Work-Life imbalance: Failed to prioritize
between "work" (career and ambition) and
"lifestyle" (health, family and self
development).
Q 4. What could the
management at M&M
do to more effectively
manage situations
like this ?
Managing this type of situation from M&M requires appointing
more employees who can work efficiently, as well as
monitoring what is actually happening in the organization,
because management must be aware of everything that is
going on in the company and the project.
Thank you
By,
 Adarsh Krishnan V - AM.BU.P2MBA22005
 Akhil Krishnan - AM.BU.P2MBA22009
 Arun - AM.BU.P2MBA22020
 Darshan Murlidharan - AM.BU.P2MBA22029
 Sarath M - AM.BU.P2MBA22061

More Related Content

Similar to PM Case Study 1.pptx

MBA takeaways
MBA takeawaysMBA takeaways
MBA takeawayssureshgk
 
Managing the portfolio
Managing the portfolioManaging the portfolio
Managing the portfolioStuart Robb
 
Peformance Plan Reveiw 2008 Dept of Conservation G Baker (Cullen)
Peformance Plan Reveiw 2008 Dept of Conservation G Baker (Cullen)Peformance Plan Reveiw 2008 Dept of Conservation G Baker (Cullen)
Peformance Plan Reveiw 2008 Dept of Conservation G Baker (Cullen)Grace Cullen
 
Drs 255 project management skills
Drs 255 project management skillsDrs 255 project management skills
Drs 255 project management skillspaulyeboah
 
Greg Kulda Brochure (Cv1) Slideshare
Greg Kulda Brochure (Cv1) SlideshareGreg Kulda Brochure (Cv1) Slideshare
Greg Kulda Brochure (Cv1) Slidesharekooldabiz
 
Project management chap6 final
Project management chap6 finalProject management chap6 final
Project management chap6 finalMartin J. Schyns
 
Improving Focus, Predictability, and Team Morale on Projects
Improving Focus, Predictability, and Team Morale on ProjectsImproving Focus, Predictability, and Team Morale on Projects
Improving Focus, Predictability, and Team Morale on ProjectsJoe Cooper
 
Organizational design
Organizational design Organizational design
Organizational design MJANTONJOSHUA
 
Choosing the Accurate Project Management Office Setup.pdf
Choosing the Accurate Project Management Office Setup.pdfChoosing the Accurate Project Management Office Setup.pdf
Choosing the Accurate Project Management Office Setup.pdfPMO Global Institute
 
Project Manager And Business Analyst Collaboration
Project Manager And Business Analyst CollaborationProject Manager And Business Analyst Collaboration
Project Manager And Business Analyst CollaborationWhy-What-How Consulting, LLC
 
Project Proposal25Project Propos.docx
Project Proposal25Project Propos.docxProject Proposal25Project Propos.docx
Project Proposal25Project Propos.docxwoodruffeloisa
 
Running Head PRIOTIZING PROECTS .docx
Running Head PRIOTIZING PROECTS                                .docxRunning Head PRIOTIZING PROECTS                                .docx
Running Head PRIOTIZING PROECTS .docxtoltonkendal
 
Reflective Piece on Icarus
Reflective Piece on IcarusReflective Piece on Icarus
Reflective Piece on IcarusPaulOkafor6
 
Project management chap 2_final
Project management chap 2_finalProject management chap 2_final
Project management chap 2_finalMartin J. Schyns
 
Pm0013 managing human resources in projects
Pm0013   managing human resources in projectsPm0013   managing human resources in projects
Pm0013 managing human resources in projectssmumbahelp
 
Critical thinking Project Management.docx
Critical thinking Project Management.docxCritical thinking Project Management.docx
Critical thinking Project Management.docxwrite22
 

Similar to PM Case Study 1.pptx (20)

MBA takeaways
MBA takeawaysMBA takeaways
MBA takeaways
 
Managing the portfolio
Managing the portfolioManaging the portfolio
Managing the portfolio
 
Peformance Plan Reveiw 2008 Dept of Conservation G Baker (Cullen)
Peformance Plan Reveiw 2008 Dept of Conservation G Baker (Cullen)Peformance Plan Reveiw 2008 Dept of Conservation G Baker (Cullen)
Peformance Plan Reveiw 2008 Dept of Conservation G Baker (Cullen)
 
Drs 255 project management skills
Drs 255 project management skillsDrs 255 project management skills
Drs 255 project management skills
 
Greg Kulda Brochure (Cv1) Slideshare
Greg Kulda Brochure (Cv1) SlideshareGreg Kulda Brochure (Cv1) Slideshare
Greg Kulda Brochure (Cv1) Slideshare
 
Project management chap6 final
Project management chap6 finalProject management chap6 final
Project management chap6 final
 
Improving Focus, Predictability, and Team Morale on Projects
Improving Focus, Predictability, and Team Morale on ProjectsImproving Focus, Predictability, and Team Morale on Projects
Improving Focus, Predictability, and Team Morale on Projects
 
Organizational design
Organizational design Organizational design
Organizational design
 
Iss 01
Iss 01Iss 01
Iss 01
 
Choosing the Accurate Project Management Office Setup.pdf
Choosing the Accurate Project Management Office Setup.pdfChoosing the Accurate Project Management Office Setup.pdf
Choosing the Accurate Project Management Office Setup.pdf
 
Project Manager And Business Analyst Collaboration
Project Manager And Business Analyst CollaborationProject Manager And Business Analyst Collaboration
Project Manager And Business Analyst Collaboration
 
Management style
Management style Management style
Management style
 
Project Proposal25Project Propos.docx
Project Proposal25Project Propos.docxProject Proposal25Project Propos.docx
Project Proposal25Project Propos.docx
 
Running Head PRIOTIZING PROECTS .docx
Running Head PRIOTIZING PROECTS                                .docxRunning Head PRIOTIZING PROECTS                                .docx
Running Head PRIOTIZING PROECTS .docx
 
Reflective Piece on Icarus
Reflective Piece on IcarusReflective Piece on Icarus
Reflective Piece on Icarus
 
Project management chap 2_final
Project management chap 2_finalProject management chap 2_final
Project management chap 2_final
 
Unlocking pmo profitability
Unlocking pmo profitabilityUnlocking pmo profitability
Unlocking pmo profitability
 
Unlocking pmo profitability
Unlocking pmo profitabilityUnlocking pmo profitability
Unlocking pmo profitability
 
Pm0013 managing human resources in projects
Pm0013   managing human resources in projectsPm0013   managing human resources in projects
Pm0013 managing human resources in projects
 
Critical thinking Project Management.docx
Critical thinking Project Management.docxCritical thinking Project Management.docx
Critical thinking Project Management.docx
 

Recently uploaded

भारत-रोम व्यापार.pptx, Indo-Roman Trade,
भारत-रोम व्यापार.pptx, Indo-Roman Trade,भारत-रोम व्यापार.pptx, Indo-Roman Trade,
भारत-रोम व्यापार.pptx, Indo-Roman Trade,Virag Sontakke
 
Paris 2024 Olympic Geographies - an activity
Paris 2024 Olympic Geographies - an activityParis 2024 Olympic Geographies - an activity
Paris 2024 Olympic Geographies - an activityGeoBlogs
 
How to Make a Pirate ship Primary Education.pptx
How to Make a Pirate ship Primary Education.pptxHow to Make a Pirate ship Primary Education.pptx
How to Make a Pirate ship Primary Education.pptxmanuelaromero2013
 
Introduction to AI in Higher Education_draft.pptx
Introduction to AI in Higher Education_draft.pptxIntroduction to AI in Higher Education_draft.pptx
Introduction to AI in Higher Education_draft.pptxpboyjonauth
 
Final demo Grade 9 for demo Plan dessert.pptx
Final demo Grade 9 for demo Plan dessert.pptxFinal demo Grade 9 for demo Plan dessert.pptx
Final demo Grade 9 for demo Plan dessert.pptxAvyJaneVismanos
 
ECONOMIC CONTEXT - LONG FORM TV DRAMA - PPT
ECONOMIC CONTEXT - LONG FORM TV DRAMA - PPTECONOMIC CONTEXT - LONG FORM TV DRAMA - PPT
ECONOMIC CONTEXT - LONG FORM TV DRAMA - PPTiammrhaywood
 
Employee wellbeing at the workplace.pptx
Employee wellbeing at the workplace.pptxEmployee wellbeing at the workplace.pptx
Employee wellbeing at the workplace.pptxNirmalaLoungPoorunde1
 
Science 7 - LAND and SEA BREEZE and its Characteristics
Science 7 - LAND and SEA BREEZE and its CharacteristicsScience 7 - LAND and SEA BREEZE and its Characteristics
Science 7 - LAND and SEA BREEZE and its CharacteristicsKarinaGenton
 
Proudly South Africa powerpoint Thorisha.pptx
Proudly South Africa powerpoint Thorisha.pptxProudly South Africa powerpoint Thorisha.pptx
Proudly South Africa powerpoint Thorisha.pptxthorishapillay1
 
internship ppt on smartinternz platform as salesforce developer
internship ppt on smartinternz platform as salesforce developerinternship ppt on smartinternz platform as salesforce developer
internship ppt on smartinternz platform as salesforce developerunnathinaik
 
_Math 4-Q4 Week 5.pptx Steps in Collecting Data
_Math 4-Q4 Week 5.pptx Steps in Collecting Data_Math 4-Q4 Week 5.pptx Steps in Collecting Data
_Math 4-Q4 Week 5.pptx Steps in Collecting DataJhengPantaleon
 
A Critique of the Proposed National Education Policy Reform
A Critique of the Proposed National Education Policy ReformA Critique of the Proposed National Education Policy Reform
A Critique of the Proposed National Education Policy ReformChameera Dedduwage
 
The Most Excellent Way | 1 Corinthians 13
The Most Excellent Way | 1 Corinthians 13The Most Excellent Way | 1 Corinthians 13
The Most Excellent Way | 1 Corinthians 13Steve Thomason
 
BASLIQ CURRENT LOOKBOOK LOOKBOOK(1) (1).pdf
BASLIQ CURRENT LOOKBOOK  LOOKBOOK(1) (1).pdfBASLIQ CURRENT LOOKBOOK  LOOKBOOK(1) (1).pdf
BASLIQ CURRENT LOOKBOOK LOOKBOOK(1) (1).pdfSoniaTolstoy
 
18-04-UA_REPORT_MEDIALITERAСY_INDEX-DM_23-1-final-eng.pdf
18-04-UA_REPORT_MEDIALITERAСY_INDEX-DM_23-1-final-eng.pdf18-04-UA_REPORT_MEDIALITERAСY_INDEX-DM_23-1-final-eng.pdf
18-04-UA_REPORT_MEDIALITERAСY_INDEX-DM_23-1-final-eng.pdfssuser54595a
 
Sanyam Choudhary Chemistry practical.pdf
Sanyam Choudhary Chemistry practical.pdfSanyam Choudhary Chemistry practical.pdf
Sanyam Choudhary Chemistry practical.pdfsanyamsingh5019
 
EPANDING THE CONTENT OF AN OUTLINE using notes.pptx
EPANDING THE CONTENT OF AN OUTLINE using notes.pptxEPANDING THE CONTENT OF AN OUTLINE using notes.pptx
EPANDING THE CONTENT OF AN OUTLINE using notes.pptxRaymartEstabillo3
 

Recently uploaded (20)

Staff of Color (SOC) Retention Efforts DDSD
Staff of Color (SOC) Retention Efforts DDSDStaff of Color (SOC) Retention Efforts DDSD
Staff of Color (SOC) Retention Efforts DDSD
 
भारत-रोम व्यापार.pptx, Indo-Roman Trade,
भारत-रोम व्यापार.pptx, Indo-Roman Trade,भारत-रोम व्यापार.pptx, Indo-Roman Trade,
भारत-रोम व्यापार.pptx, Indo-Roman Trade,
 
Paris 2024 Olympic Geographies - an activity
Paris 2024 Olympic Geographies - an activityParis 2024 Olympic Geographies - an activity
Paris 2024 Olympic Geographies - an activity
 
How to Make a Pirate ship Primary Education.pptx
How to Make a Pirate ship Primary Education.pptxHow to Make a Pirate ship Primary Education.pptx
How to Make a Pirate ship Primary Education.pptx
 
Introduction to AI in Higher Education_draft.pptx
Introduction to AI in Higher Education_draft.pptxIntroduction to AI in Higher Education_draft.pptx
Introduction to AI in Higher Education_draft.pptx
 
Final demo Grade 9 for demo Plan dessert.pptx
Final demo Grade 9 for demo Plan dessert.pptxFinal demo Grade 9 for demo Plan dessert.pptx
Final demo Grade 9 for demo Plan dessert.pptx
 
ECONOMIC CONTEXT - LONG FORM TV DRAMA - PPT
ECONOMIC CONTEXT - LONG FORM TV DRAMA - PPTECONOMIC CONTEXT - LONG FORM TV DRAMA - PPT
ECONOMIC CONTEXT - LONG FORM TV DRAMA - PPT
 
Employee wellbeing at the workplace.pptx
Employee wellbeing at the workplace.pptxEmployee wellbeing at the workplace.pptx
Employee wellbeing at the workplace.pptx
 
Science 7 - LAND and SEA BREEZE and its Characteristics
Science 7 - LAND and SEA BREEZE and its CharacteristicsScience 7 - LAND and SEA BREEZE and its Characteristics
Science 7 - LAND and SEA BREEZE and its Characteristics
 
Proudly South Africa powerpoint Thorisha.pptx
Proudly South Africa powerpoint Thorisha.pptxProudly South Africa powerpoint Thorisha.pptx
Proudly South Africa powerpoint Thorisha.pptx
 
internship ppt on smartinternz platform as salesforce developer
internship ppt on smartinternz platform as salesforce developerinternship ppt on smartinternz platform as salesforce developer
internship ppt on smartinternz platform as salesforce developer
 
Model Call Girl in Tilak Nagar Delhi reach out to us at 🔝9953056974🔝
Model Call Girl in Tilak Nagar Delhi reach out to us at 🔝9953056974🔝Model Call Girl in Tilak Nagar Delhi reach out to us at 🔝9953056974🔝
Model Call Girl in Tilak Nagar Delhi reach out to us at 🔝9953056974🔝
 
_Math 4-Q4 Week 5.pptx Steps in Collecting Data
_Math 4-Q4 Week 5.pptx Steps in Collecting Data_Math 4-Q4 Week 5.pptx Steps in Collecting Data
_Math 4-Q4 Week 5.pptx Steps in Collecting Data
 
A Critique of the Proposed National Education Policy Reform
A Critique of the Proposed National Education Policy ReformA Critique of the Proposed National Education Policy Reform
A Critique of the Proposed National Education Policy Reform
 
The Most Excellent Way | 1 Corinthians 13
The Most Excellent Way | 1 Corinthians 13The Most Excellent Way | 1 Corinthians 13
The Most Excellent Way | 1 Corinthians 13
 
BASLIQ CURRENT LOOKBOOK LOOKBOOK(1) (1).pdf
BASLIQ CURRENT LOOKBOOK  LOOKBOOK(1) (1).pdfBASLIQ CURRENT LOOKBOOK  LOOKBOOK(1) (1).pdf
BASLIQ CURRENT LOOKBOOK LOOKBOOK(1) (1).pdf
 
18-04-UA_REPORT_MEDIALITERAСY_INDEX-DM_23-1-final-eng.pdf
18-04-UA_REPORT_MEDIALITERAСY_INDEX-DM_23-1-final-eng.pdf18-04-UA_REPORT_MEDIALITERAСY_INDEX-DM_23-1-final-eng.pdf
18-04-UA_REPORT_MEDIALITERAСY_INDEX-DM_23-1-final-eng.pdf
 
Sanyam Choudhary Chemistry practical.pdf
Sanyam Choudhary Chemistry practical.pdfSanyam Choudhary Chemistry practical.pdf
Sanyam Choudhary Chemistry practical.pdf
 
Model Call Girl in Bikash Puri Delhi reach out to us at 🔝9953056974🔝
Model Call Girl in Bikash Puri  Delhi reach out to us at 🔝9953056974🔝Model Call Girl in Bikash Puri  Delhi reach out to us at 🔝9953056974🔝
Model Call Girl in Bikash Puri Delhi reach out to us at 🔝9953056974🔝
 
EPANDING THE CONTENT OF AN OUTLINE using notes.pptx
EPANDING THE CONTENT OF AN OUTLINE using notes.pptxEPANDING THE CONTENT OF AN OUTLINE using notes.pptx
EPANDING THE CONTENT OF AN OUTLINE using notes.pptx
 

PM Case Study 1.pptx

  • 1. Case Study- Moss and McAdams Accounting Firm’s case
  • 2. Summary of Case Study Moss and McAdams (M&M) was a well established regional accounting firm, whose primary services were corporate audits and tax preparation. Over the last two years, the partners decide to move more aggressively into the consulting business. Ruby Sands, the official manager for assigning personnel to different accounts. In this case, M&M operates within a matrix structure. Here Bruce Palmer who handles the Auditing section and Ken Crosby handling the consulting profiles have an issue over Zeke Olds wherein both of them want have Olds in their respective teams. They agree to work out a compromise and have Olds split time across both projects. Later on they have issues as Olds wasn’t able to distribute his time properly among the two profiles and he tends to give more time to the consulting profiles, partially due to his own interest and due to Crosby. On discussion Sands decides to allocate Olds to consulting firm.
  • 3. Q 1. If you were Palmer at the end of the case, how would you respond ? If I were Palmer, I would first follow our superior's decision and then respect his feelings about the project. Later on, Zeke Olds was assigned, but he is struggling with two projects at the same time, which is a problem for everyone. And I agree with Sands' assessment of the personnel assigned to my project.
  • 4. Q 2. What, if anything, could Palmer have done to avoid using Olds ? To avoid using Olds, Palmer could have done the following things :-  He could have ensured that the shift rotation system was strictly followed. There would have been no problems if the rotation shifts had been strictly followed. This would have resulted in faster progress on both project.  He should have attended weekend review meetings. During these meetings, they would go over the entire week's work. This meeting would have guaranteed that Olds was doing Palmer's works too in time as he would be required to submit a report every week.  He could have implemented a new system in which they asked Olds to come in on alternate days to work on two profiles. On one day, he could have worked on one profile, and the next day, he could have worked on the other. This would have ensured that both profiles received adequate attention and time.
  • 5. Q 3. What advantages and disadvantages of a matrix type organization are appeared from this case ? Advantages  Efficient resource allocation: Resources can be shared across multiple projects.  Strong project focus: Having formally designed project manager who focuses always on his or her project.  Easier post project transition: Since it works partly on functional division they can return back once the project is done.  Opportunity assessment: It evaluates an individual's skills and knowledge in different divisions, which makes it easier further to assign the best person at best place. Disadvantages  Dysfunctional conflict: Conflicts between functional manager in sharing resources, work could be delayed and focuses maybe changed time to time, because everyone want the best to do their project.  Stress: Project participants may have two bosses, therefore two different commands.  Inefficiency: Some projects may get bogged down in decision making.  Work-Life imbalance: Failed to prioritize between "work" (career and ambition) and "lifestyle" (health, family and self development).
  • 6. Q 4. What could the management at M&M do to more effectively manage situations like this ? Managing this type of situation from M&M requires appointing more employees who can work efficiently, as well as monitoring what is actually happening in the organization, because management must be aware of everything that is going on in the company and the project.
  • 7. Thank you By,  Adarsh Krishnan V - AM.BU.P2MBA22005  Akhil Krishnan - AM.BU.P2MBA22009  Arun - AM.BU.P2MBA22020  Darshan Murlidharan - AM.BU.P2MBA22029  Sarath M - AM.BU.P2MBA22061