Management Case Study on Jones and Shephard Accountants

Jones and Shephard Accountants Case Study

An accounting firm in the US, Jones and Shephard created ISD (Information Service division), an internal IT organization that was meant to support business growth by accounting for the firm’s internal IT requirements. Over time, the information service division expanded considerably, handling multiple internal and other external projects due to its capacity and capabilities. Such capabilities enabled this internal organization to grow an experience major success. However, problem with the organization and operation of the ISD led to multiple problems stemming from ineffectiveness, conflicts within the organization inefficiency, and an inadequate project management structure which eventually led to the firm’s goals and objectives being unattained.

The major problem that faced ISD was the lack of a proper project management structure. Such a problem resulted in power conflicts, direction problems, cooperation problems between managers and lack of dedication. In essence, the organization lacked systems thinking with the interaction between the interactions and linkages of the firm (system) not working or functioning in unison. In addition, the organization faced organizational structural problems which included a non-existent organizational structure and a significant alignment problem between the organization and the IT project by lacking the necessary skills and knowledge required for this particular endeavor. In terms of project management problems, the organization suffered from lack of defined responsibilities and roles for the people involved. In addition, there was the lack of a well-defined methodology for selecting and implementing projects, low project management techniques which are useful in conducting any project and implementing and prioritizing wrong projects among others.

For the organization to over this slump, the ISD must define a new organizational structure to replace the existing hierarchical structure which is the main cause of the problem for the organization. Also, the organization must ensure to implement systems thinking and this means altering the management plan (d. Cabrera & L. Cabrera, 2015). In addition, there is need to properly define the responsibilities of all the employees to avoid lack of direction, training of employees to familiarize them with the functioning of an IT organization and how to carry out IT projects and ensuring communication is maintained within the organization’s structure. Changing the hierarchical structure would ensure that the systems can interact freely with the upper echelons of the organization to ensure he or she gets the required support. The newly implemented structure should ensures it caters for the employees’ transition from the old structure to the new. It should also establish fruitful working relationship between the employees and between the employees and the leaders of the organization.

As mentioned above, for the company to get back on track, a new project structure must be established that must bear in mind the Jones and Shephard Accountants operation while also accomplishing ISD initiatives successfully. As such, the structure must have an effective change management plan that accommodates the program and the overall structure of the organization (Lock, 2007). In this new structure, the most important consideration would be proactive communication within the stakeholders in the organization, support and commitment from management at the top, and ensuring employee participation. In the new structure, roles and responsibilities must be clearly indicated, the reporting structure indicated and the communication between the operations managers established. In essence, an appropriate project structure would eradicate all the operational issues faced by the organization. The following is the new project structure that needs to be implemented.

From the structure shown below, all the problems experienced in the previous structure would be eradicated while there would also be interaction and communication between the different sectors.



  1. Cabrera & L. Cabrera. (2015). Systems Thinking Made Simple: New Hope for Solving Wicked Problems. New York: Odyssean.

Lock, d. (2007). Project Management. New York: Gower Publishing.