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Kahuna Cleaning Supply
Kahuna Cleaning Supply is a family-run business based in New
Haven, Connecticut that
specializes in commercial cleaning supplies and business
support products for commercial,
industrial, and institutional clients. Only a few computerized
operations are in the business. In an
effort to become more efficient and profitable, the vice
president, Julia Thompson, has hired a
systems analyst, Robert Hanover.
Background
Julia and Robert have made progress in the development of a
strategic plan for Kahuna Cleaning
Supply. Robert is anxious to define the requirements for the
new system. He has gathered more
information and has created the following organization chart for
Kahuna Cleaning Supply.
Robert: Julia, it’s time to start moving on the system
investigation. The mission statement is
finalized and strategic planning is well underway. I can see that
the directors are beginning to
think about how their departments can benefit from better
information management.
Charles Edwards
President
Julia Edwards
Vice President
Andrew McClean
Director of Sales
Anna McNally
Director of Finance
Martha Seymour
Director of Operations
Dennis Martin
Shipping/Receiving
Manager
George Thompson
Warehouse Manager
Accounting/Sales Rep (6) Billing Clerk (2)
Customer
Service Rep (3)
Julia: You’re right! Andrew McClean found out that we lost a
big order the other day because the customer was able to get the
estimate much more quickly from a company in the Midwest
because of their online presence. He’s wondering just how many
sales we are losing because of timeliness issues. I had Anna’s
group gather numbers for the directors about how many times
our profit margin has been reduced because of human error
somewhere along the order process. We are profitable, but could
be more so by reducing error and becoming more competitive
with timely information to our potential customers.
Robert: Andrew’s area of sales is a logical place to start the
investigation. I need to interview sales and customer service
representatives to get an idea of the requirements for the new
information system. What kind of information will we include?
What do we want to get out? What processes need to be
managed? What are our business needs?
Julia: This will take some time, and a lot of information needs
to be gathered. You should make sure you spend some time with
the accounting clerks too, because they fill in for customer
service representatives.
Robert: I’m ready to get started!
Tasks
1. Develop a fact-finding plan including interviews,
documentation review, observation, questionnaires, sampling,
and research. (25%)
2. Review the organizational model above and list the
individuals you would like to interview. Prepare a list of
objectives for each of the interviews you will conduct. (25%)
3. Prepare a list of specific questions for each individual you
will interview. (25%)
4. Design a questionnaire that will go to a sample of Kahuna
Cleaning Supply customers to find out if they were satisfied
with the sales and ordering process. Your questionnaire should
follow the suggestions in this chapter. Also, decide what
sampling method you will use and explain the reason for your
choice. (25%)

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Kahuna Cleaning SupplyKahuna Cleaning Supply is a family-run busin.docx

  • 1. Kahuna Cleaning Supply Kahuna Cleaning Supply is a family-run business based in New Haven, Connecticut that specializes in commercial cleaning supplies and business support products for commercial, industrial, and institutional clients. Only a few computerized operations are in the business. In an effort to become more efficient and profitable, the vice president, Julia Thompson, has hired a systems analyst, Robert Hanover. Background Julia and Robert have made progress in the development of a strategic plan for Kahuna Cleaning Supply. Robert is anxious to define the requirements for the new system. He has gathered more information and has created the following organization chart for Kahuna Cleaning Supply. Robert: Julia, it’s time to start moving on the system investigation. The mission statement is finalized and strategic planning is well underway. I can see that the directors are beginning to think about how their departments can benefit from better information management. Charles Edwards President Julia Edwards Vice President Andrew McClean Director of Sales Anna McNally Director of Finance Martha Seymour Director of Operations Dennis Martin Shipping/Receiving
  • 2. Manager George Thompson Warehouse Manager Accounting/Sales Rep (6) Billing Clerk (2) Customer Service Rep (3) Julia: You’re right! Andrew McClean found out that we lost a big order the other day because the customer was able to get the estimate much more quickly from a company in the Midwest because of their online presence. He’s wondering just how many sales we are losing because of timeliness issues. I had Anna’s group gather numbers for the directors about how many times our profit margin has been reduced because of human error somewhere along the order process. We are profitable, but could be more so by reducing error and becoming more competitive with timely information to our potential customers. Robert: Andrew’s area of sales is a logical place to start the investigation. I need to interview sales and customer service representatives to get an idea of the requirements for the new information system. What kind of information will we include? What do we want to get out? What processes need to be managed? What are our business needs? Julia: This will take some time, and a lot of information needs to be gathered. You should make sure you spend some time with the accounting clerks too, because they fill in for customer service representatives. Robert: I’m ready to get started! Tasks 1. Develop a fact-finding plan including interviews, documentation review, observation, questionnaires, sampling, and research. (25%) 2. Review the organizational model above and list the individuals you would like to interview. Prepare a list of objectives for each of the interviews you will conduct. (25%) 3. Prepare a list of specific questions for each individual you will interview. (25%)
  • 3. 4. Design a questionnaire that will go to a sample of Kahuna Cleaning Supply customers to find out if they were satisfied with the sales and ordering process. Your questionnaire should follow the suggestions in this chapter. Also, decide what sampling method you will use and explain the reason for your choice. (25%)