and customer services. We need to make sure that any data we collect is clean, correct, and useable across ule organization." You agree, saying, "Of course, with such a large amount of data, you need to make sure that it's valuable to the the operations of the winery. That it's worth tracking. Especially with new technology, sometimes it's not recording correctly, or the data gets corrupt. You also run the risk of tracking too much or the wrong things. We can definitely take a look at the data as part of the project and make sure that everything looks good." "Excellentl Once we are sure that we can trust the data, we need to make sure that our employees can use that data. I've often heard our people say the most difficult part of their job is understanding the data we currently have. We do have employees turning out various "ad-hoc" reports, but people in senior management, operations, marketing, and sales, for example, don't have time to read those reports. They need to be able to see the data and immediately understand what it means. " Clarice pauses and then says, II think some way to create visual layouts or dashboard would be very useful. Something that offers a visual experience but can be used to "drill down " to more in-depth information for our power users." "You are describing current Business Analytics or Business Intelligence tools," you suggest. "They are more robust than the traditional static spreadsheets that are difficult to update once they are shared with other people." 'Yes! Ive heard of some of these tools, but I'm not sure what would be the best fit for our needs. I've heard some of my employees talk about Microsoft PowerBI and Tableau. If you could tell me a bit about these tools, that would really help us make a decision," Clarice says. "Of course. I can give you a list of pros and cons of Microsoft PowerBI and Tableau for you as part of the document. I'll also look into any alternatives to see if there is something that would fit Chateau Noir's needs better," you say, making a note. When refreshing any technology and choosing new software, it's important to understand the kinds of networks and systems we are using. Can you tell me a bit about that?" Clarice nods, "Like most businesses, we mostly use Windows computers. We have embraced a hybrid work model, we give employees the flexibility to work in the office or at home. We do have some permanent remote users though. I'm not sure what they use at home." She pauses to think, "You'll want to talk to someone in each of the departments if you want to really understand what they need. The Sales Manager is Jan Knop, and I know he has really been complaining about how complicated the current sales reporting spreadsheets are to use, so the visuals are going to be important for him. The planned move to a computer-based inventory and sales system cannot come fast enough for him. Stewart Burns is the Operations Manager, and he needs to provide detailed reports regarding our plants to both our internal and external stakeholders. Shuang Chen is our Customer Services Manager. She's been talking about how she'd love to be able to understand things like what our customers think about our secondary products such as tours, tastings, and events, so Chateau Noir can be proactive in its offerings. This could help us offer a personalized experience which customers appreciate." "Sounds good. I'll get in touch with each of them and see what ideas they have. I'm looking forward to getting started, thank you for the opportunity," you say as you stand to leave. Clarice gets up to shake your hand. "To approve this project, I am going to need a schedule with some major project objectives and milestones, and an estimate of the cost. If you could include those for me as part of the requirements document, we can get this Business Analytics Technology Refresh project rolling." She smiles and says, "I am excited to see what you put together for us Stakeholder Profles [Identify five (5) Stakeholders from the case study. Each has highlighted a critical success factor. Organizations use some of the business analysis techniques discussed in the lectures to ensure the project requirements are focused on delivering the "right" things for each stakeholder.] Chateau Noir (also called CN), a mid-sized winery located on a Summeriand, BC plateau, enjoys an ideal climate for producing superb grapes. CN has developed a growing customer base due to imaginative marketing strategies, expansion into nearby orchard-lands and innovative use of technology. CN's owner, Clarice Sevier, is championing a database that will track treatments (called applications) for field-rows, as well as grape-samples and soil-samples against individual plants. "Let me describe my vision," Clarice says. "One: we celebrate the scandalous side of life and link it to our products. Two: we grow exceptional grapes at lower costs by taking advantage of local government incentives to convert tree-fruit orchards to vineyards, which consume less water. Three: we will use new, low-cost technologies to track each individual plant - this will give us more control over watering, sweetness and yield, and enables us to market 'high-tech select' vintages at premium prices." Over the years, Chateau Noir has seen a steady increase in the costs required to manage its wine-making operations. This increase includes inventory and retail, but also includes the entire wine-making process (i.e. I harvesting, crushing, pressing, fermentation, clarification, aging, and bottling) Chateau Noir is known for. Clarice is championing a digital transformation of the winery that will cover everything from their branding and marketing to their facilities, people, assets, and technologies. She hopes that this refresh will give Chateau Noir the boost they need to remain competitive and increase sales. Chateau Noir hopes to stay one of the leading independent wineries in Western Canada by providing sustainable growing operations while using technology to streamline the customer's experience. The recent move to a computer-based plant management system is a first step in her vision for the digital transformation, but there are many more to take. Clarice is planning to overhaul the infrastructure of the winery to ensure that it meets the highest environmental standards. She also wants to update the online store to ensure that Chateau Noir can reach and serve potential customers that not are locally located near the winery. These refreshes are intended to create a frictionless growing experience and promote the highest spending on her products at retail. Finally, an overhaul of Chateau Noir's inventory management technologies. Together, with these initiatives, Clarice hopes that the digital transformation will position Chateau Noir as an innovative but far-reaching, winery that is ready to serve customers across Canada and the US. Clarice sees data driven decisions in all areas of the winery and has made it a priority in her strategic plan to establish a culture of data driven decision-making in its employees at all levels of the business. Today, the data the growing system provides will be the foundation of this new culture and will be implemented through a business analytics technology refresh project. Clarice has asked you to lead the Business Analytics Technology Refresh for Chateau Noir "As you are aware, Chateau Noir has a number of on-going strategic initiatives. I want you to focus on the design of a business analytics technology solution based on the data provided by the growing system. "Currently, we use a number of paper- and spreadsheet-based data but the growing system is providing much more digital data. I have some ideas, but I'm not exactly sure what Chateau Noir needs. First and foremost, I would like a business analytics solution that supports the data from our future strategic initiatives. It must be able to grow with Chateau Noir," As a business analyst at Chateau Noir, you assure Clarice that you will help her to clarify Chateau Noir's needs for the Business Analytics Technology Refresh by delivering a detailed Requirements Document that describes the project's requirements. The next day you meet with Clarice and ask her to describe some high level needs she has identified internally at Chateau Noir for a business analytics solution. She begins by saying. "We had a lot of problems with the manual paper-based plant-tracking system, which prompted the move to the computer-based plant management system. As paper logbooks were used and discarded, it was difficult to get any valuable data from our plant-tracking. We couldn't tell which plants were healthy, which needed a fertilizer application, or when grapes were ready to harvest." -The new computer-based plant management system has the potential to change all that. We are going to collect all this new data - a huge volume of it every day. Chateau Noir needs to make sure that we are tracking the right information. Right now, we are getting data from when a field is planted, watered, fertilized, harvested but I see [Provide a short summary of the project and its purpose. You should already haye.an. [Provide a brief explanation of the project's deliverables and resulting capabilities. Identify key understanding of this from other sections in this template. Repeating the same benefits and deliverables or priorities of the project, taking into account the major users and departments. goals is ideal ] What deliverables does Chateau Noir produce from the successful completion of their Business 3.1.1 Stakeholder Profiles Analytics Technology Refresh from a business perspective? These key deliverables should be based on the Case Study and will be described in more detail as requirements in Section 32.4 [identify five (5) Stakeholders from the case study. Each has highlighted a critical success factor. Organizations use some of the business analysis lechniques discussed in the lectures to Identify and describe three ( 3 ) key deliverables. ensure the project requirements are focused on delivering the "right" things for each stakeholder.k 3.2.2 Assumptions [Things you believe to be true. Examples of assumptions include: - availability of a technical platforme - legal changes - policy decisions] 3.2.3 Constraints 3.1.2 Stakeholder Environment [Constraints are boundary conditions on how the system must be designed and constructed [Describe the environment of the stakeholders at Chateau Noir. You may wish to answer questions such as. Examples include: budgets, schedules, legal requirements, technical standards, strategic - Number of users? Location of users? Technology readiness level7 decisions. - What technology is used? On-premise? Cloud-based? - Applications that need to be integrated with the data analytics software?] - Constraints exist because of real business conditions. For example, a delivery date or a budget is a constraint only if there are real business consequences that will happen as.a. ressult of not meeting the date. If failing to have the system operational by the specified date places the organization in legal default, the date is a constraint. 3.1.3 Software and Alternatives - Preferences are arbitrary. For example, a completion date chosen arbitranly is a preference. Preferences, if induded in the Chateau Noir Business Analytics Technology [Descnbe the advantages and disadvantages of Microsoft RowerBL. Tableau, and one Refresh project, it should be noted as such. altemative that you find on your own. Consider how the software would suit Chateau Noir's environment, types of users, and the users' needs, as well as any other information that would help Clarice Sever and the other stakeholders in deciding. This could include things such as 3.2.4 Business Requirements cost. scalability, remote access, etc. \} [Business requirements describe what deliverables are needed, but not how to accomplish them Business requirements identify what the organization needs to do or have in order to stay in business. They should be high level, detail-oriented, and written from the business user's perspective.t 1.5 Abbreviations and Acronyms 2. ORGANIZATION (ldently any abbreviations or acroryms you use through the requirenents document. This ersures roaders hive a dear understanding of what is being documented t- loescribe the organization, its history, and its overal responsibilities to its employees and customers. Use your imagination to buld a picture of Chateau Noir, just like you would leam about an organzzabon you work for. Some questions you may wish to answer, include wh - What services do they provide? - Number of customers? - Locaticns? - Strengthis, Weaknesses, Opportunities and Threats? You are not provided many details reganding the graanization, you are encouraged to use your creativity when completing this section.] 2.2 Strategic Vision [Describe the strategic vision Chateau Nour has for the future The strategic vision should support the organizabcr's mission statement, offering an achievable future state of the organzation. What will the organizabion look like in 3,5 and 10 years? This could include - - Mission statement- - Strategiest - Goalsy 2.3 Strategic Objectives and Initiatives- [Describe the organization's shortterm and longterm objectives and initiatives Bulding off of the organization's strategic vision, what are the tactical objectives and intiatives that wil help the organization achieve its strategic vision? How do these obyectives and intiatives align with the compary vision and bring value and benefits to stakeholders and customers? The Business Analytic Technology Refresh project is one strategic objective. Identify two (2) more strategic objectives f- [Provide an overall description of the Chateau Noir Business Analytics Technology Refresh (BATR) and its purpose to the organization. This section should provide the reader with a clear understanding of the project. It should answer the question: Why should the organization spend the time and money on the BATR project? You can highlight software that is planned to be implemented or considered, how the software will enhance the performance of the organization, major project objectives and tasks, and any other benefits you can identify. Your description can include details like what business value it will bring the organization, sources of data, individual dashboards, features of the software, and anything else you see fit.] 1.2 Scope [Scope is a statement of what will be produced and is a means of resolving or eliminating ambiguity. Scope can be defined by describing both inclusions (what you are doing) and exclusions (what you are not doing). Summarize the scope of the Business Analytics Technology Refresh and how it accomplishes its purpose to support the Chateau Noir organization and operations.] 1.3 References [List references and any other sources of information you used to complete the document, including: class discussions, research performed (e g. videos, websites), extemal help sought, etc. Use the following format for referencing Intemet content: - Type (e.g. Image, Media, Text, etc), URL - e.a Image, https://mis311.bus. ualberta.ca/ Use the following format for referencing Course content - Type (e,q, Lecture Notes, Assignment, etc), Title or Location - e.g. Lecture Notes, Week 10 Lecture 20 Dashboards Slide 6 If you absolutely have no references, be sure to state that fact and explain why you have no references. An "empty" section will result in zero (0) marks awarded.] 1.4 Document Overview [Provide a description of the layout and organization of this document. - What are the most important sections of the Requirements Document? - Describe what is included in each high-level section - If you include acronyms, where can you find the meaning of it?]