For 18.4.18

  • Team Work
  • Getting Things Done
  • Fundamentals of CRM
  • Outlining
  • Reflections

Team Work

The purpose of this component is to help you develop the increasingly sophisticated team and communication skills IT courses, working with BizApps, and many believe is the key to learning and competitive advantage

  • Compare and contrast your work with others, identify 1 thing (anything) others have done that you would like to learn, discuss these things with them, make a plan to do so, and start doing so
  • In your homework, document your “before”, your classmate’s example, and your “after” and including a discussion of your “asking for and offering help”.

This is the minimum assignment, and to do it well you are advised to consult with any number of sources, including

For those who are ambitious, and especially those from my first semester class, begin reading any of the articles listed under “Resources,” and I say any because all of them head in the same direction and we all learn best when we read something that interests us; for example, some might be most interested in the Pixar article as they have a special interest in this simply amazing technology and business (the book on it by Catmull is truly amazing!!!), but others might like to know how team work has been researched and highly developed at Harvard. Take your pick, it will change your life!

Your Workflow: Getting Things Done

As we discussed, we look at workflow both to help you develop your study and research methods and skills and to understand how BizApps systems are addressing the very same problems individuals face and are often built on what we ourselves do in small; plus, as you are learning, I strongly believe in the advantages for learning, teaching, community, and business of “learning by doing”. So, as I wrote last time: if you want to learn how to manage others, you might first learn how to manage yourself: turn your own learning/productivity into an laboratory and model for yourself and for others

As we discussed in class, those new to the class can skip to the illustrations in Getting Things Done to see how they might use Trello to support attention to their own workflow. Those from the first semester class do well to read in this article more extensively do develop a deeper understanding of the concepts, methods, etc.

Reflection: what have you learned? Not what are you suppose to learn, but what did you discover that you did not know before, what “a-ha!” experience did you have?

Here, I introduce the Reflection component of this class and where, in this discussion of workflow, you do well to explain how your study of workflow helps you to organize your time better. Here, too, I am not interested in general claims of “now I am so much more aware,” which is very nice, but more precisely, you do much better to make “before and after” screenshots show, for example, your chaotic method before, your more sophisticated method after, and offer an example of better workflow. Here, we can all laugh as your following in my example and saying, and demonstrating in your scheduling, that you are now so well organized that you were done by 6pm the day before class and spent the evening having fun with your friends!

Business Fundamentals: CRM

  • Outline what CRM systems involve (look for CRM on Wikipedia)
  • Identify CRM biz/technology in US Food Service Grows Market Share with Oracle on Demand
  • Odoo Processes Tour includes lots of videos to explain the different modules, such as CRM: compare and contrast two of them
  • Make three annotated screenshots and develop an explanation of your learning. Make three screenshots and discuss how they illustrate the film’s claims for how CRM systems contribute to business value. Your point is not to sell Oracle CRM, but to use the film as a starting point for learning about CRM in general
  • See my Images for quick advice on screenshots: resize, different sizes, annotations (Jing/Preview)
  • Learn how to tell a story around images, based on facts and information, but weaving them into a story: Engage Through Storytelling, Nancy Duarte

Reflection: what have you learned?

A reading strategy

We are using the film as a starting point for learning and where, instead of having you read a textbook, I am training you to research these things on your own. The film is marketing material, they are selling their particular system. Your mission is to figure out how CRM works, something much larger and more general. The film offers the advantage of images you can examine closely and systematically and through that process remember them and what they represent. To put this into a larger research context: the film is making claims, and your job is to find support for those claims. I am also inviting you to conduct this exercise systematically using the sophisticated modeling for courses like this offered by the Association of Computing Machinery and where they say a comprehensive understanding involves five parts (using that first images for an example):

  1. What business value is the method (or application) serving: how does this further a business
  2. What business is it? Here, CRM: what does CRM involve?
  3. What technologies are involved, how do they work? Here, for example, a list of leads associated with an address book for sales people to follow
  4. What communications are involved? Here, two people each playing a different role and interacting in specific ways, describe them and what they do
  5. What kinds of thinking and analysis are going on? What questions are being asked, how is data being organized, and not incidentally, what are you doing when you conduct this analysis?

Technology / Thinking: Outlining

  • Outline Chapter 1 of The Craft of Research,“ outlining for use, discussing clarification, understanding, memory.
  • Master Outlining and Portfolios (use my template), follow the checklist, and especially, create an online notebook and record each of the functions and the shortcuts one uses to initiate them

Reflection: what have you learned?