P. Perner (Ed.): ICDM 2004, LNAI 3275, pp. 11–22, 2004.
© Springer-Verlag Berlin Heidelberg 2004
Applying Case Based Reasoning Approach in Analyzing
Organizational Change Management Data
Orit Raphaeli
1
, Jacob Zahavi
2
, and Ron Kenett
3
1
Faculty of Management, Tel-Aviv University & KPA Ltd., Israel
oritishi@inter.net.il
2
The Wharton School, University of Pennsylvania
zahavi@wharton.upenn.edu
3
KPA Ltd., Raanana, Israel
ron@kpa.co.il
Abstract. This work is a first step towards the application of a Case Based Rea-
soning (CBR) model to support the management of Enterprise System Imple-
mentation (ESI) related organizational change processes. Those processes are
characterized by the occurrences of unplanned problems and events, which may
lead to major restructuring of the process. We rely on ESI theory developed by
the BEST project. The paper’s focus is the matching process within the retrieval
phase. We propose a procedure for similarity assessment between current ex-
periences and past experiences. We enhance the applicability of CBR to ESI by
encoding domain knowledge, according to BEST approach. The similarity
measures are based on nearest-neighbor approach and Tversky’s Contrast
model. The proposed method assesses the similarity between events, while ac-
counting their context similarity. Plans for future work are outlined.
1 Introduction
Enterprise System (ES) are software packages that offer integrated solutions to com-
panies’ information needs [1]. Enterprise Systems like ERP (Enterprise Resource
Planning), CRM (Customer Requirement Management), and PDM (Product Data
Management) have gained great significance for most companies on an operational as
well as a strategic level. An ES implementation (ESI) process, as other system devel-
opment processes, is a complex and dynamic process that cannot be fixed from the
start. The process is characterized by the occurrences of unplanned problems and
events [2]. These situations may lead to major restructuring of the process with severe
implications to the whole company.
Given the growing significance and high risk of ESI projects, much research has
been undertaken to develop better understanding of such processes, in various disci-
plines. Yet, the literature on ESI, information technology and organizational change
management do not give substantial and reliable generalizations about the process dy-
namics and the relationships between information technology and organizational
change.