Title: Knowledge-Based Systems for Strategic Planning
Author: Robert J. Mockler
Year: 1989a

1 Introduction

Knowledge-Based Systems for Strategic Company Planning

Using Knowledge-Based Systems Both to Do Strategic Planning and to Acquire Strategic-Planning Skills

Part 1 Defining the Expert's Knowledge Domain-An Introduction to Strategic Company Planning

2 Developing Company Strategies

Corporate Strategic Planning

Areas Covered in Developing Company Strategies

How Company Strategies Are Developed

Segmentation of the Process to Facilitate Knowledge-Based Systems

Development

Basic General Thought Processes and Cognitive Skills Involved in Planning

Conclusion

3 Analyzing the Industry

Analyzing the Situation and Organizing Your Perceptions of It

Looking to the Future

The Place of the Industry Analysis in the Strategy

Development Process

4 Identifying Opportunities and the Keys to Success

Identifying Opportunities: Where the Money will be Made?

Identifying Keys to Success: How the Money will be Made?

5 Evaluating Competitive Positions

The Competition

The Company Under Study

The Company Versus the Competition: Comparative Competitive

Position Evaluation

Exploring the Meaning of the Comparative

Evaluation: The First Look

6 Developing Strategic Company Objectives: The Synthesis

Exploring the Strategic Implications of the Comparative

Competitive Position Evaluation

Developing Overall Strategy Direction and Focus:

The Competitor Scenario Evaluation: A Risk Assessment

Evaluating Alternatives and Making a Decision: Finding the Best Balance

7 Creating a Strategic-Planning Framework

Extending the Scope of the Strategic Company Objective

Developing an Overall Strategic-Planning Framework for Operational

Planning and Decision Making

Developing Business Plans within the Strategic-Planning Framework

Financial Planning and Budgeting

Part 2 Knowledge-Based Systems

8 Knowledge-Based Systems: What They are and How They Work

What Expert Knowledge-Based Systems Are

Knowledge Representation

The Inference Engine: Inferential Reasoning

Knowledge-Based System Programming Languages and Shells

9 Structured Situation Analysis

Selecting a Decision, Problem, or Task to Work on

Acquiring the Knowledge or Expertise

Probing How the Situation Works and How Decisions Are Made

Narrowing the Focus

Defining or Structuring the Decision, Problem, or Task for Which a Knowledge-Based or Prototype System Is Being Developed 10 Designing and Documenting a System

System Proposals

Description of the System

Dependency Diagrams of the System

Decision Charts

Designing and Constructing the Knowledge Base

A Situational Approach to Knowledge-Based System Development

Selecting the Method of Putting the Knowledge-Based System

Into a Computer

11 Putting Knowledge-Based Systems on Computer: Using M.1 and EXSYS

Microcomputer Expert System Shells

Using M.1

Using EXSYS

12 Putting Knowledge-Based Systems on Computer: Using Guru and Other

Development Tools and Techniques

Using GURU

An Object-Oriented Microcomputer Knowledge-Based System

Development Tool: Smalltalk/V

Mainframe Knowledge-Based System Development Tools

Knowledge-Based System Programming Languages

Certainty Factors

Part 3 Developing and Using Knowledge-Based Strategic Company Planning Systems

13 A System for Developing Strategic Company Objectives: Analyzing the

Situation and Documenting the System

The Situation Under Study: Understanding the Expert's Domain

Studying the Situation to be Prototyped

The Limitations and Uses of System Prototyping

Documenting the System

14 A System for Developing Strategic Company Objectives: Putting it on

Computer and Enhancing it

Putting the Prototype System onto a Computer Using M.1 and GURU

Enhancements of the Initial Prototype System

15 A System to Assist in Identifying Opportunities for Using Computer

Information Technology Strategically

The Situation Under Study: Selecting a Decision Area to Work on

Studying the Situation to be Prototyped

Documenting the Prototype System

Benefits and Limitations of the Prototype System

The Potential Legal Risks

16 An Entrepreneurial New Venture Planning System

The Situation Under Study: Understanding the Expert's Domain

Studying the Situation to be Prototyped

Documenting the Prototype System

The Role of Financial Planning and Analysis

17 A Career Strategy Planning System

The Situation Under Study: Understanding How the Decision's Works

Studying the Situation to be Prototyped

Documenting the Prototype System

Systems Refinements

18 A System for Determining Marketing Strategy: International Affiliates

The Situation Under Study: Understanding the Expert's Domain

Studying the Situation to be Prototyped

Documenting the Prototype System

 19 A Commercial Loan Approval System

The Situation Under Study: Understanding the Expert's Domain

Studying the Situation to be Prototyped

Documenting the Prototype System

The Future: Integrated Knowledge-Based and Conventional

Computer Systems

Part 4 Appendixes

A Industry Strategic Profile Worksheet

B Company Studies

Quaker Oats Company

Electrolux

The International Thomson Organization

Eastman Kodak

Holiday Inns