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MGT 0090 Case Study

This case study is total fiction. Any references to existing companies, websites, or people are
only for the purpose to provide context to the activities required in the course assignments. If
you require, in the course of the assignments, to embellish or refine the case study to provide
more understanding or context to your content in the assignment, please do so.

Please watch this video to gain insight into this case study. It is an introduction only.

Waterloo Insurance Company looks after it’s employees who are on site 24 hours a day as their business
is a global business and serves clients in all time zones worldwide. For the convenience of the
employees there are drink/soda machines available on all floors of the 10 story building and in the
cafeteria on the main floor. These machines need to be operational and allow employees to pay for
their selections with:

 employee badge
 credit card

As the business analyst assigned to this solution, you are tasked with conducting elicitation sessions to
get information that will form the requirements to enable this functionality. Keep in mind that when the
employee badge is used for payment, requirements need to include having payroll deductions from the
employees pay for their purchase. Similarly, when a credit card is used for payment, there needs to be
real-time authorization of this purchase approval from the credit card company.

Logistics of the elicitation work

As this case study is fictitious, it is not possible to complete the work of elicitation, interviewing,
surveying, brainstorming, etc, with the actual staff at Waterloo Insurance Company. Instead, you will
work together, assuming roles outlined below, to enact elicitation sessions. It is understood that virtual
team work is required, and expected. Please see a section below on tools to utilize when working in
your virtual teams. The Business System Analyst (BSA) will utilize their judgement on the roles required
at their elicitation sessions, depending on the area for which they will be analysing. If, in the BSA’s
judgement another role(s) is required that is not listed below, then certainly invite the person to the
elicitation session. It is important to rotate roles when moving to the next assignment, to ensure
everyone gains an opportunity to be the role of BSA. If a person needs to assume more than one role
depending on the size of the team, then do so. Consider that you may not have to have all the
stakeholders involved, depending on your judgement of the elicitation technique, the chosen area to
analyse and the number of people available to you.

Alternate logistics:
If there is limited students enrolled in the course, there is the opportunity to enlist the help of work
colleagues, friends or family members to enact the roles of the listed stakeholders. Consider that you
may not have to have all the stakeholders involved, depending on your judgement of the elicitation
technique, the chosen area to analyse and the number of people available to you.
MGT 3090 USING ELICITATION IN BUSINESS
CASE STUDY
ANALYSIS
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Roles

Role Name Position

Project Manager Geeta Patel, P Eng., PMP Manager of Facilities
Business Systems <Insert my name here> Facilitator of Elicitation Sessions
Analyst
Drink Vendor Gordon Rothsberger
representative
Credit card James Chan
company
representative
Software Developer Emily Chymyshyn Programmer Analyst
Quality Assurance Tamara Takahashi Quality Analyst, Quality Testing
Analyst Department
Payroll Analyst Kathleen Dakota-Stone
Procurement Nikhil Hamath Finance and Purchasing Dept
Specialist

Collaboration Tools

Skype
Google Hang-Outs
Fuze: https://www.fuze.com/
Teamviewer: http://www.teamviewer.com/en/index.aspx

References
The references listed here, coupled with the course developer’s experience,
have been used in the development of this case study:

theanalystcoach. “Preparing for Requirements Elicitation - Http://Theanalystcoach.net.” YouTube, YouTube,

11 Mar. 2016, www.youtube.com/watch?v=qvkUKl6rWU4

MGT 3090 USING ELICITATION IN BUSINESS

CASE STUDY
ANALYSIS