What is at stake for the key parties, including the firm

Reference no: EM133504297

Case Study: Everything seems in order for the criteria. However, Steve is concerned about the selection of the ERP software of Research Triangle Software Innovations, for one, because Research Triangle is also an audit client of the firm. Given that Research Triangle is the major client in the Durham office, Steve worries about perceptions if the firm selects its client's software product. Moreover, he knows his firm's partnership is pushing for sales of its own software and this might be an occasion to do so.

Steve calls Rosanne Field into his office to discuss her selection. This is Rosanne's first job as the lead advisory staff member on a software selection decision. She has great credentials having graduated with a bachelor's degree from the University of North Carolina, a masters from North Carolina State, and a computer science doctorate from Duke University. She has five years of experience in advisory services and has received glowing evaluations.

Rosanne explains that there were four ERP software products that made it to the "final four," including the firm's own product. The others were Research Triangle Software Innovations, Longhorn Software Systems in Austin, Texas, and Tex-Mex Software in El Paso, Texas.

Steve asks Rosanne to explain why Research Triangle Innovations was selected over the firm's own package. She goes through the ranking of the criteria. It seems the total score for Research Triangle's software was slightly below that of Longhorn Software but significantly above Tex-Mex. Rosanne told Steve she never considered the firm's own package. Her selection of Longhorn Software was overturned by Gary Booth, the senior on the job, ostensibly because Gary saw it as an opportunity to gain additional services for the firm by making the client -- Research Triangle -- happy and earning a feather in his cap by bringing in additional revenue.

Steve is unhappy with what he has learned so he calls for a meeting with Rosanne and Gary later in the week. Put yourself in Rosanne's position and consider the following in developing a game plan for what you will say at the meeting and then answer the questions that follow.

What is at stake for the key parties, including the firm?
What are the likely positions of Steve and Gary. What will you say to counteract those positions?
Are there any levers you can use to get your point across? Explain.
What is your most powerful and persuasive response to the reasons and rationalizations you need to address?

Questions

Describe the leadership style of Steve in this case.
Assume Steve decides to support Gary's explanation for choosing the firm's own package. What will you do next?
Have there been any violations of the AICPA Code of Professional Conduct in this case? Be specific.

Reference no: EM133504297

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