The purpose of the ILP is for everyone to develop a working model of an ERP system applied to a firm of their choosing

Integrated Learning Project Assignment Instructions

Overview

The integrated learning assignment is a series of 6 assignments and a final course consolidated submission. All assignments and the compilation of the final consolidated submission is managed as an individual assignment.

Purpose

The purpose of the ILP is for everyone to develop a working model of an ERP system applied to a firm of their choosing. This model will be built up in modular format through weekly assignments culminating in the submission of the completed model in the final week of the course together with a management proposal detailing the costs and benefits as they apply to the income statement and balance sheet of the selected firm.

Resources

The development of the assignments will be supported not only by written instructions but also with an explanatory Watch item.

Expectations

Each component, from Module 3: Week 3 will be the development of an ERP module in Excel relevant to the topic for that week. The Excel development will follow SAP and other ERP systems formats. The Excel file will be accompanied by a written assignment containing:
1. Details on how this ERP assignment could be implemented (assignment management process, who should be involved, and why, etc.) within the chosen firm (min 300 words)
2. Details on how ERP could be operated (management process, who should be responsible, numbers of different users of each module, data accuracy, etc.) within the chosen firm (min 300 words)
3. What could be the future sources of inaccuracy in the data contained the ERP system (min 300 words)
4. How the corruption of the data could be prevented (min 300 words)
5. An analysis and composition of the net benefit (benefits minus costs linked to income statement and balance sheet) of the implemented ERP system
The final integrated Excel ERP working model for your chosen firm, due at the end of week 8, will tie all the preceding modules together into a fully integrated working ERP model in Excel. The integrated modules will include, Master Production Schedule, Bill of Materials, Materials Requirements Planning, Capacity Planning, Distribution Requirements Planning and Shop Floor Control. The Excel file will be submitted simultaneous with the following written report. The final course report would be about 3,000 words (excluding references and appendices), much of which would have been accumulated over the preceding 6 weeks.
1. The final submission will also include a written management report detailing (1) a recommendation for implementation based on a cost / benefits analysis (2) implementation assignment plan with responsibilities, (3) a justified recommendation for an ERP system (e.g. SAP, or other) and its operation (local or cloud processing, scope of application (national, global, etc.)

Instructions

Part 1 – Company selection – Characteristics – Manufacturing – Publicly available financial accounts – consumer or industrial product (either make to order or make to stock) – examples Tesla / Boeing (search YouTube “Mega factories” and choose one of these documentary examples to appreciate the level of manufacturing detail required). Structure your assignment as follows (word counts are minimums):

Title page
Company description (300 words)
Financial trends: Overview of inventory types/trends/productivity (trends in day’s stock by type, Etc.) (300 words)
- Income statements (last 3 years) (300 words)
- Balance sheet (last 3 years) (300 words)
Opportunities for logistics to improve income statement (consider revenues and operating costs) and balance sheet asset productivity. Provide quantitative calculations and probable range of costs / benefits. (300 words)

Part 2 – Master Production Scheduling (MPS) – Develop an Excel based Master Production Schedule for your chosen product. Use the format and logic as shown in the illustrative Excel spread sheet to be found under Course Content. Also review the Kaptur presentation for this week, as well as pages 281 through 303 in your Logistics textbook. Your MPS Excel file will be accompanied by a written assignment containing:

- Details on how this module could be implemented (assignment management process, who should be involved, and why, etc.) within the chosen firm (300 words)
- Details on how this module could be operated (management process, key factors in the MPS policy, who should be responsible and why, the users of this modules data, etc.) within the chosen firm (300 words)
- What could be the future sources of inaccuracy in the data contained in the module (300 words)
- A comparison of any 2 MPS schedule formats and logic taken from http://www.softwareadvice.com/erp/?more=true#more or other MPS types from your own research of available MPS software (300 words)

Part 3 – Enterprise Resource Planning – Develop an Excel analysis of the modules and functionality of 3 ERP systems, one of which must be SAP and the other 2 are of your choice. Follow the “ERP Links” tab under the Readings section of Course content for a listing of over 100 ERP software systems, including SAP. Overlay the functionality of these ERP systems onto the main manufacturing processes of your selected firm and determine which software best fits your chosen company. Your Excel analysis will accompany your written assignment which will contain:

- Description of the how the software selection criteria (and which ones) were chosen for your company (300)
- An analysis and tabulation of the strengths and weaknesses of the main modules of each software solution when compared of your selection criteria (300)
- A discussion of any ancillary data capture equipment and other software that may be advantageous to the operation of the ERP system in your company (300)
- Consideration of which functional areas would be responsible for the operation of each of the major ERP modules (300)
- An analysis of the possible software costs of your recommended ERP software (300)

Part 4 – Materials Requirements Planning – Develop an Excel based Materials Requirements Plan for your chosen product. Use the format and logic as shown in the illustrative Excel spread sheet to be found under Course Content. Show at least 4 MRP levels with sub-assemblies, purchased components, manufactured components, and raw materials. Review the Kaptur presentation for this week, as well as pages 233 through 305 in your Logistics textbook. Your MRP Excel file will be accompanied by a written assignment containing:

- Details on how this module could be implemented (assignment management process, who should be involved, and why, etc.) within the chosen firm (300 words)
- Details on how this module could be operated (management process, key factors in the MRP operating policy, who should be responsible and why, the users of this modules data, etc.) within the chosen firm (300 words)
- What could be the future sources of inaccuracy in the data contained in the module (300 words)
- A comparison of any 2 MRP schedule formats and logic taken from http://www.softwareadvice.com/erp/?more=true#more or other MRP types from your own research of available MRP software (300 words)

Part 5 – Distribution Requirements Planning – Develop an Excel based Distribution Requirements Plan for your chosen product. Use the format and logic as shown in the illustrative Excel spread sheet to be found under Course Content. Show at least 4 distribution warehouses with 4 components planned for each with at least 1 common to all distribution warehouses. Review the Kaltura presentation for this week, as well as pages 319 through 406 in your Logistics textbook. Your DRP Excel file will be accompanied by a written assignment containing:

- Details on how this module could be implemented (assignment management process, who should be involved, and why, etc.) within the chosen firm (300 words)
- Details on how this module could be operated (management process, key factors in the DRP operating policy, who should be responsible and why, the users of this modules data, etc.) within the chosen firm (300 words)
- What could be the future sources of inaccuracy in the data contained in the module (300 words)
- A comparison of any 2 DRP schedule formats and logic taken from http://www.softwareadvice.com/erp/?more=true#more or other DRP types from your own research of available MRP software (300 words)

Part 6 – Capacity Requirements Planning – Develop an Excel based Capacity Requirements Plan for your chosen product. Use the format and logic as shown in the Integrated Learning Project Example found on . Review the Kaptur presentation for this week, as well as pages 439 through 478 in your Logistics textbook. Your CRP Excel file will be accompanied by a written assignment containing:

- Details on how this module could be implemented (assignment management process, who should be involved, and why, etc.) within the chosen firm (300 words)
- Details on how this module could be operated (management process, key factors in the CRP operating policy, who should be responsible and why, the users of this modules data, etc.) within the chosen firm (300 words)
- What could be the future sources of inaccuracy in the data contained in the module (300 words)
- A comparison of any 2 CRP schedule formats and logic taken from ERP Software or other CRP types from your own research of available CRP software (300 words)

Part 7 – Assignment Plan – Develop a time phased assignment plan for the implementation of an ERP system at your selected firm. Review the assigned Learn material, as well as pages 511 through 551 in your Logistics textbook. Your time phased assignment plan Excel file will be accompanied by a written assignment containing:

- Overall structure of the ERP implementation plan detailing responsibilities and timing (300 words)
- Details on the Education and Training activities of the plan, their sequencing and timing (300 words)
- Details on the key activities in the Bills of Materials sub-assignment to achieve a company document with 98% accuracy (300 words)
- Details on the key activities in the Warehouse sub-assignment to achieve a minimum of 95% accuracy (300 words)
- Details on the key activities in the Master Production Schedule sub-assignment to achieve a 98% customer service accuracy (300 words)

Part 8 – Final Submission – The final integrated Excel ERP working model for your chosen firm, due at the end of week 8, will tie all the preceding modules together into a fully integrated working ERP model in Excel. The integrated modules will include, Master Production Schedule, Bill of Materials, Materials Requirements Planning, Capacity Planning, Distribution Requirements Planning and Shop Floor Control. The Excel file will be submitted simultaneous with the following written report. The final course report would be about 3,000 words (excluding references and appendices), much of which would have been accumulated over the preceding 6 weeks.

- The final submission will also include a written management report detailing (1) a recommendation for implementation based on a cost / benefits analysis (2) implementation assignment plan with responsibilities, (3) a justified recommendation for an ERP system (e.g. SAP, or other) and its operation (local or cloud processing, scope of application (national, global, etc.)

Guide: How to Answer the Integrated Learning Project (ILP) – ERP System Assignment

Understanding the Purpose of the ILP

The Integrated Learning Project (ILP) is designed to help you:

Develop a working ERP model in Excel for a real manufacturing firm
Understand how ERP modules integrate across business functions
Apply logistics, operations, and financial analysis concepts
Evaluate costs, benefits, and managerial implications of ERP implementation
Present your work as a professional management proposal

This is a cumulative, modular assignment, meaning each part builds toward the final integrated ERP system and report.

General Strategy for Success

Choose one manufacturing firm early and use it consistently throughout all parts.
Ensure alignment between Excel models and written analysis.
Follow minimum word counts strictly.
Use clear headings that mirror assignment sections.
Maintain ERP logic consistent with SAP-style systems.
Save and version-control Excel files weekly.

Part 1: Company Selection and Financial Analysis

What to Do

Select a manufacturing firm (consumer or industrial, make-to-order or make-to-stock).
Use publicly available financial statements.
Examples: Tesla, Boeing, or similar “Mega Factories.”

Written Sections

Company Description (300 words): Industry, products, supply chain structure.
Inventory & Productivity Trends (300 words): Days of inventory, inventory types.
Income Statements – Last 3 Years (300 words): Revenue trends, margins.
Balance Sheets – Last 3 Years (300 words): Assets, inventory, working capital.
Logistics Improvement Opportunities (300 words):
- Quantify cost reductions
- Explain balance sheet productivity improvements
- Estimate benefits vs. costs

Part 2: Master Production Scheduling (MPS)

Excel Component

Build an MPS spreadsheet using course templates.
Include forecast, customer orders, production plan, and inventory levels.

Written Analysis

Implementation (300 words): Who manages MPS, cross-functional involvement.
Operation (300 words): MPS policies, responsibility, data users.
Data Inaccuracies (300 words): Forecast errors, demand volatility.
Comparison of 2 MPS Formats (300 words): Compare logic and usability.

Part 3: ERP System Selection and Comparison

Excel Component

Compare 3 ERP systems (SAP + 2 others).
Map ERP functionality to your company’s manufacturing processes.

Written Analysis

Selection Criteria (300 words): Why criteria matter for your firm.
Strengths & Weaknesses (300 words): Module-by-module comparison.
Ancillary Systems (300 words): Scanners, RFID, IoT, MES.
Functional Responsibility (300 words): Who manages each ERP module.
Software Costs (300 words): Licensing, implementation, maintenance.

Part 4: Materials Requirements Planning (MRP)

Excel Component

Build a 4-level MRP including:
- Finished goods
- Subassemblies
- Purchased components
- Raw materials

Written Analysis

Implementation (300 words)
Operation (300 words)
Data Inaccuracies (300 words)
Comparison of 2 MRP Formats (300 words)

Part 5: Distribution Requirements Planning (DRP)

Excel Component

Create DRP for at least 4 warehouses
Include shared components across warehouses

Written Analysis

Implementation (300 words)
Operation (300 words)
Data Inaccuracies (300 words)
Comparison of 2 DRP Formats (300 words)

Part 6: Capacity Requirements Planning (CRP)

Excel Component

Develop CRP using routing, work centers, and capacity loads.

Written Analysis

Implementation (300 words)
Operation (300 words)
Data Inaccuracies (300 words)
Comparison of 2 CRP Formats (300 words)

Part 7: ERP Assignment Plan

Excel Component

Develop a time-phased ERP implementation plan.

Written Analysis

Overall ERP Plan Structure (300 words)
Education & Training Plan (300 words)
Bills of Materials Accuracy Plan (300 words)
Warehouse Accuracy Plan (300 words)
MPS Accuracy Plan (300 words)

Part 8: Final Submission

Final Deliverables

Fully integrated Excel ERP model, including:
- MPS
- BOM
- MRP
- CRP
- DRP
- Shop Floor Control
Final written report (~3,000 words) summarizing prior work
Management report, including:
- Cost–benefit analysis
- ERP implementation recommendation
- ERP system selection (e.g., SAP)
- Deployment model (cloud vs. local)
- Scope (national/global)

Common Mistakes to Avoid

Inconsistent company data across modules
Excel models not aligned with written explanations
Weak cost–benefit analysis
Ignoring SAP-style ERP logic
Missing quantitative justification

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3,000-word final management report
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