Olá, estou a frequentar uma disciplina de fundamen...

Olá, estou a frequentar uma disciplina de fundamentos de sistemas de informacao

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CONTEUDOS:
BUSINESS CASE:
 MEIC – Foundations of Information Systems (FSI), 2025/2026
Project – Business Case TechHive Inc. ERP Implementation
1 Business Case: TechHive Inc.
Version 1.0
1 Introduction
Company Background
TechHive Inc. is a rapidly growing IT retailer that specializes in selling computers, hardware components, and networking devices through both online and physical channels. Established by a group of young engineers and entrepreneurs in 2020, the company aims to become one of the leading providers of IT solutions for individuals, small businesses, and educational institutions. TechHive offers a wide range of products including laptops, desktops, graphics cards, storage devices, routers, and accessories from globally recognized brands.
Business Challenges
Over the past few years, TechHive Inc. has faced growing challenges in managing its expanding operations. As the company’s product range, customer base, and supplier network increased, it continued relying on manual and disconnected tools such as emails and Excel spreadsheets to handle daily activities. Each department worked independently: the Sales team tracked customer orders and product availability using shared sheets, the Purchasing team communicated with suppliers mainly through email, and the Accounting team recorded invoices manually.
This fragmented and inefficient workflow created serious operational and financial issues. Information was often duplicated or outdated, and stock levels were inaccurate because updates were not shared across departments in real time. In several cases, products were sold at incorrect or lower prices due to mismatched price lists between sales staff and the accounting department. The lack of automated validation also raised concerns about potential errors or even manipulation in financial records, as there was no centralized audit trail to track user activities.
Managers struggled to consolidate performance data from multiple spreadsheets, making reporting slow, inconsistent, and prone to human error. As a result, TechHive suffered from delays, communication gaps, pricing mistakes, and poor visibility across its business processes. The absence of an integrated system made it difficult for the company to respond quickly to market demand, ensure accurate financial control, or make data-driven strategic decisions. These limitations highlighted the urgent need for a unified digital solution capable of automating workflows, centralizing information, and restoring transparency across all operations.
MEIC – Foundations of Information Systems (FSI), 2025/2026
Project – Business Case TechHive Inc. ERP Implementation
2 2 Digital Transformation with Odoo Cloud
To address these challenges, TechHive’s management decided to adopt Odoo Cloud, a modular and integrated Enterprise Resource Planning (ERP) solution. The main goal of this digital transformation initiative is to connect front-office operations (website, e-commerce, and sales) with back-office functions (purchases, inventory, and reporting) within a single, unified platform. The new system will allow real time synchronization between departments. For example, when a customer places an order through the e-commerce website, Odoo will automatically update inventory, generate sales orders, notify suppliers if restocking is required, and provide managers with accurate financial and operational insights. This level of automation will reduce manual data entry, minimize human errors, and enhance overall efficiency.
Beyond operational improvements, TechHive also seeks to strengthen customer experience. Through Odoo’s website and e-commerce modules, the company can offer a modern and personalized shopping experience with dynamic pricing, product recommendations, and online payment options. The website will serve as both a sales channel and an information hub, helping customers compare products, view stock availability, and track their orders. From a strategic perspective, TechHive aims to leverage business intelligence and analytics to guide its decisions. Using Odoo’s reporting and dashboard modules, management will be able to monitor KPIs such as sales performance by category, supplier reliability, and inventory turnover. These insights will support data-driven planning, helping the company predict demand, identify bestselling products, and optimize supplier relationships.
Furthermore, TechHive’s leadership emphasizes ethical and secure data management. As the company expands its online presence, compliance with GDPR and responsible data handling become key priorities. Odoo’s built-in privacy tools and configurable user permissions will help ensure that customer information is collected, processed, and stored in a transparent and secure way. Ultimately, this project represents more than just a software implementation; it is a digital transformation journey for TechHive Inc. The company’s adoption of Odoo Cloud will unify its processes, improve collaboration across departments, enhance transparency, and create a scalable foundation for future innovation. Through this initiative, TechHive expects to reduce operational costs, shorten order cycles, and deliver superior experience to its customers, positioning itself as a competitive, technology-driven leader in the IT retail sector.
To ensure secure and efficient operations, TechHive Inc. recognizes the importance of properly managing users and access permissions within the Odoo Cloud environment. The company plans to create dedicated user accounts for each employee based on their department and responsibilities.
Each user will be assigned a role-based access profile, defining which modules and features they can access. For instance, sales staff will have access to quotations and customer orders but will not be able to modify accounting data. Similarly, warehouse employees can update stock quantities but cannot alter product pricing or customer information. This structured approach to user management not only enhances data security and accountability but also mirrors the company’s real-world organizational hierarchy. It helps prevent unauthorized changes, ensures compliance with internal policies, and maintains a clear record of activities across all departments.
MEIC – Foundations of Information Systems (FSI), 2025/2026
Project – Business Case TechHive Inc. ERP Implementation
3 By configuring users and permissions early in the project, TechHive guarantees that all future operations such as order processing, product management, and financial reporting are executed by the right people with the correct authorization levels.
As part of its digital transformation strategy, TechHive Inc. has begun exploring the use of Artificial Intelligence (AI) features within Odoo Cloud. Management believes that integrating AI-powered tools will significantly improve operational visibility and decision-making. The company’s leadership learned about Odoo’s evolving AI capabilities that can generate insights automatically, such as predicting product demand, suggesting restocking actions, and summarizing performance indicators. These AI-driven assistants can analyze historical sales and purchasing data to highlight trends, detect anomalies, and even recommend promotional strategies. Within the Sales and Point of Sale (POS) modules, managers can configure custom indicators to monitor performance in real time. For example, the system can display automated alerts for top-selling products, lowstock items, or declining sales categories. This allows the management team to react quickly to market changes and optimize sales efforts based on accurate, live data.
Moreover, AI tools embedded in Odoo’s dashboards allow TechHive to generate intelligent reports automatically, summarizing financial and operational outcomes in natural language. The “Fill with AI” function, for instance, can automatically draft product descriptions, fill in reporting fields, or generate business summaries based on recent activity. This helps employees save time and maintain consistent documentation quality across departments.
In the long term, TechHive plans to integrate predictive analytics into its decision-making process. By analyzing customer purchase history, browsing behavior, and seasonal trends, the company aims to forecast demand more accurately and personalize offers for different customer segments. This combination of ERP automation and AI intelligence will empower TechHive to operate smarter, faster, and with greater agility.
Through these initiatives, TechHive Inc. positions itself not only as an IT retailer but as a data-driven enterprise, leveraging Odoo Cloud’s ecosystem to transform raw information into actionable business knowledge.
3 Organizational Structure and Related Stakeholders
TechHive Inc. has a lean yet agile organizational structure designed to foster collaboration and digital innovation. The structure supports clear lines of authority while encouraging cross-departmental coordination, which is essential for an integrated ERP environment. The company operates through five key functional areas: Executive Leadership, Sales & Marketing, Procurement & Inventory, Finance & Accounting, and IT & Digital Transformation. Each area is interconnected through Odoo Cloud, promoting real-time communication and shared accountability.
This organizational model aligns with the company’s vision of maintaining a dynamic, learning-oriented culture where employees understand not only their individual roles but also their contribution to the overall digital value chain.
MEIC – Foundations of Information Systems (FSI), 2025/2026
Project – Business Case TechHive Inc. ERP Implementation
4 Organizational Hierarchy
TechHive Organizational Structure and Key Employees
Person and Job
Position
Department Main Responsibilities
Mary Blue, Chief
Executive Officer
(CEO)
Executive
Board
Provides overall leadership and strategic direction. Oversees the digital
transformation roadmap, approves project budgets, ensures Odoo
implementation aligns with business strategy, and drives organizational
innovation.
John Green, Sales &
E-Commerce
Manager
Sales &
Marketing
Dept.
Manages online and in-store sales operations, e-commerce platform, and
promotional campaigns. Coordinates with inventory and purchasing departments to maintain accurate product availability. Oversees customer relationship
initiatives and ensures CRM alignment.
Sophia White,
Inventory &
Warehouse Manager
Logistics &
Warehouse
Unit
Supervises warehouse operations, manages real-time stock control, and
coordinates supplier deliveries. Works with the IT and purchasing teams to
optimize warehouse automation and barcode tracking within Odoo.
David Black,
Purchasing Manager
Procurement
Dept.
Manages supplier relationships, negotiates contracts, and oversees purchase orders. Ensures supplier performance is monitored through analytics dashboards and that procurement aligns with sales forecasts.
Emma Gray, Finance
& Accounting Officer
Finance &
Accounting
Dept.
Controls financial planning, invoicing, payments, and compliance with accounting standards. Integrates Odoo’s accounting and reporting modules to deliver
accurate, real-time financial data for executive decisions.
Luna Smith, IT & AI
Integration Specialist
IT & Digital
Transformation
Dept.
Leads Odoo system configuration, maintenance, and AI feature deployment. Ensures cybersecurity and data integrity, manages user permissions, and trains staff in system best practices.
Oliver Brown,
Human Resources &
Training Coordinator
HR Dept. Oversees recruitment, employee training, and digital upskilling programs.
Coordinates change management and ensures smooth adoption of Odoo Cloud across departments.
MEIC – Foundations of Information Systems (FSI), 2025/2026
Project – Business Case TechHive Inc. ERP Implementation
5 Related Organizations and External Partners
Person/Organization Type Role / Comments
Paul Brown, BrownLabs
Customer Key client representative engaged in testing the new e-commerce workflows and providing feedback on order experience.
Mary Green, HPPortugal
Supplier Regional representative providing products and technical specifications for system integration testing.
Alice Gray,
GraySupplier
Supplier Secondary hardware supplier involved in Odoo’s supplier portal pilot for automated order confirmation. 

WEEK1:
 MEIC – Foundations of Information Systems (FSI), 2025/2026
Project Instructions for the TechHive Inc. ERP Implementation
1 In this project, students will work with Odoo Cloud to simulate an integrated ERP system for a fictional IT company, TechHive Inc. The company specializes in selling computers, hardware components, and networking devices through an online store. The main objective is to understand how information systems support business processes across sales, inventory, purchasing, and analytics.
See the companion document of the TechHive Business Case for more information.
Instructions for the TechHive Project
Version 1.0
Week 1: System Setup and Company Configuration
Access Odoo Cloud, create your company database, and configure the company profile. Install the required modules: Employees. Customize company details such as logo, name, address, tax information, and contact information. Define the organisational structure including departments, employees, and users.
Hands-On Work  Access Odoo Cloud and create the TechHive Inc. company instance, i.e. the Odoo database with the name: edu-ISTFSI2025-, e.g., “edu-ISTFSI2025-01” for group 01. o Go to “My Databases” and Create your Group database instance; o Select and Install the “Employees” App; o Mandatory rules for the Database creation:  Company Name: follow the syntax: edu-ISTFSI2025-, e.g., “eduISTFSI2025-01” for group 01.  Primary Interest: I am a student o You shall receive an email and Activate your Odoo instance.  [Settings App] Configure company details (logo, address, tax ID, and contact information); o Name of your organization can be: TechHive-, e.g., TechHive-01 for group 01. o VAT: 509 876 321 (use this fictious NIPC /VAT)  [Employees App] Define the organisational structure including departments, employees and users; o Each group’ student shall be assigned as an Employee and invited as additional user with Administrator role;  [Settings | Users] Add and invite the users: [email protected] (FSI Faculty Responsible) and [email protected] (Mahmoud Yousef, PhD Student, who support the FSI course) with the Administrator role;  Assign access permissions and responsibilities for each user.  Explore the Odoo dashboard and navigation to identify the installed modules.
MEIC – Foundations of Information Systems (FSI), 2025/2026
Project Instructions for the TechHive Inc. ERP Implementation
2 Deliverable
There is no graded deliverable for Week 1. However, the configuration performed in this week is mandatory and will serve as the foundation for all subsequent project phases. Each group is encouraged to keep internal notes and screenshots for later use in the graded reports. 

WEEK2:
 MEIC – Foundations of Information Systems (FSI), 2025/2026
Project Instructions for the TechHive Inc. ERP Implementation
3 Week 2: Website and E-Commerce Development
Develop and publish TechHive Inc.’s online presence through a professional website and integrated ecommerce platform. Learn how ERP systems connect front-office (website and ecommerce) with back-office (sales) operations to deliver an integrated digital customer experience.
Scenario
After completing the initial system setup, the TechHive implementation team is now responsible for designing and launching the company’s online store. The goal is to provide customers with seamless experience to browse, compare, and purchase IT products such as computers, hardware components, and networking devices. This step reflects the company’s strategic move to expand its reach, improve brand visibility, and automate sales transactions through Odoo’s website and sales apps.
Hands-On Work  [Apps App] Select and Install the Website and Sales Apps;  [Website App] Configure and publish the TechHive Inc. website using Odoo’s Website app.  [Website App] Design the homepage layout with a banner, navigation menu, company branding (logo, colors, and slogan), about us, contact us.  [Sales App] Add product categories (e.g., PCs, Components, Networking Devices).  [Sales App] Add at least 6 products with clear names, descriptions, images, prices, and stock quantities.  Ensure all products are published and linked to the correct categories.  [Settings App / eCommerce] Configure Payment Methods: Find a Payment Provider: Install “Demo” provider.  Simulate a complete customer journey: browse → add to cart → checkout → confirm order → receive confirmation email → receive invoice.  Verify that orders automatically appear in the Sales module.  Explore the Odoo dashboard and navigation to identify the installed modules and understand how Website/eCommerce and Sales are interconnected.
Deliverable
Project 1 – Due: 22 November 2025 (Weight: 0%)
Prepare a concise report (3+ pages) including the following elements:  1. Organization Definition (1 page): Organizational structure with departments and units, Employees structure with respective job positions and hierarchical structure.  2. Website Map (1 page): Diagram or outline showing main pages (with main sections), and navigation flow of the website. Consider producing this outline with a tool like PowerPoint or Figma.  3. Sales Process Diagram (1 page): Produce a business process model for the sales workflow (i.e., since select product(s) to deliver products and deliver invoice). Consider producing the business process model
MEIC – Foundations of Information Systems (FSI), 2025/2026
Project Instructions for the TechHive Inc. ERP Implementation
4 with a standard modeling language like BPMN, e.g., as a BPMN collaboration diagram with the following pools: Customer; Sales Manager; TechHive-System.  4. Appendix: Screenshots of Website’s with (1) Main Page and (2) Shopping cart checkout, and (3) Order confirmation sent by email. 

WEEK 3:
 MEIC – Foundations of Information Systems (FSI), 2025/2026
Project Instructions for the TechHive Inc. ERP Implementation
5 Week 3: Process Integration: From Purchasing and Inventory to Sales
Objective
By the end of this week, students should be able to understand and demonstrate how Odoo Cloud manages the flow of information across purchasing, inventory, and sales. In a didactic and practical manner, Week 3 encourages students to observe how actions in one module influence outcomes in the others, helping them appreciate the value of integrated enterprise systems that ensure accuracy, responsiveness, and operational consistency.
Scenario
As TechHive’s online store gains traction, the company begins facing the natural challenges of growing sales: ensuring adequate stock levels, maintaining reliable supplier relationships, and coordinating internal operations efficiently. To address these needs, students will explore how Odoo supports TechHive in managing the flow of goods and information across departments. When a customer places an order, the system immediately updates stock levels and may indicate that replenishment is needed. Likewise, when new products arrive from suppliers, the system ensures warehouse records are updated in real time, ensuring the correct quantities are available for new sales.
In this assignment, students will follow a realistic narrative that mirrors how an organisation transitions from isolated tasks to a fully integrated workflow. The goal is to understand, through practical experimentation, how processes spanning sales, inventory, and purchasing become interconnected within an ERP environment. Hands-On Work (TechHive Inc)
Students should perform the following practical tasks in the Odoo Cloud:  Register at least 2 suppliers representing hardware distributors or manufacturers (e.g., Dell, HP, Cisco); with few assigned products.  Create and confirm at least 2 RFQ (requests for quotation) and PO (purchase order) for products that require restocking.  Receive deliveries from suppliers and validate incoming shipments in the Inventory module.  Confirm that stock quantities update automatically after receiving goods.  Simulate at least 2 complete customer sales workflows involving the products referred above.  Verify that sales automatically reduce stock and that purchasing replenishes it when needed.  Generate and review the stock report showing levels of stock per product under control.
MEIC – Foundations of Information Systems (FSI), 2025/2026
Project Instructions for the TechHive Inc. ERP Implementation
6 Deliverable
Project 2 – Due: 29 November 2025 (Weight: 20%)
Prepare a concise report (3+ pages) including the following elements:  1. Strategic View: How IS Strengthens TechHive (Porter’s Model) (½ to 1 page). Explain how Information Systems help TechHive remain competitive. Briefly discuss the five forces in Porter’s model and describe how an integrated ERP improves TechHive’s position. Conclude with a short statement on what TechHive’s IS‑based strategy should be.  2. Purchasing Workflow (1 page): Describe how the purchasing process works. Include a diagram (BPMN recommended) and explain the flow in simple terms: how a purchase need appears, how the Purchase Manager interacts with suppliers, and how the system handles received goods. Highlight why this process is important for maintaining correct stock levels.  3. Sales Workflow (1 page): Describe the sales process using clear and simple language. Include a BPMN diagram showing the steps from selecting a product to confirming the order, issuing the invoice, and validating the delivery. Explain how the system supports each step and ensures accurate stock and sales information.  4. Process Integration (½ to 1 page). Explain how the three processes and apps (purchasing, inventory, and sales) are connected. Focus on how information moves through the system. Describe how stock updates automatically when products arrive or when sales are completed, and why this is essential for decisionmaking.  Appendix: Screenshots. Add screenshots that support your explanations. Include the purchase order confirmation, the customer invoice, the delivery validation, and the stock report. Organise and label the screenshots clearly.
Additional Instructions and Recommendations:  Use consistent product names, quantities, and suppliers across your diagrams and screenshots.  Ensure all workflows reflect realistic enterprise operations.  Maintain a high standard of clarity in diagrams.  The name of your report file, to be submitted in the Fenix FSI area, shall respect the following syntax: “FSI-2025-Project-D2-Group-.PDF”, where is your group ID.
E.g., “FSI-2025-Project-D2-Group-03.PDF” for group 3.