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Describe the environment of the stakeholders at Chateau Noir. You may wish to answer questions such as: Number of users? Location of users? Technology readiness
Describe the environment of the stakeholders at Chateau Noir. You may wish to answer questions such as:
Number of users? Location of users? Technology readiness level?
What technology is used? On-premise? Cloud-based?
Applications that need to be integrated with the data analytics software?
BTM 311611 Asgn A: Business Analytics Technology Refresh (BATR) Winter 2023 Requirements Document Chateau Noir (CN) Case Study Chateau Noir (also called CN), a mid-sized winery located on a Summerland, 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 'hightech 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. 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 creat Styles Pane frictionless growing experience and promote the highest spending on her products at retail. Finally, an overh 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 paperbased 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 this data collection expanding into many other areas through the implementation of the future strategic initiatives. Of course, we still have more traditional sources of data (many are paper records) about our marketing, retail, and customer services. We need to make sure that any data we collect is clean, correct, and useable across the 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." "Excellent! 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, "I 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 peop " Styles Pane "Yes! l've heard of some of these tools, but l'm not sure what would be the best fit for our needs. I've heard some of my employees talk about Microsoft PowerBl 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 usStep by Step Solution
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