Background ACME, Inc. is a small business startup located in Atlantic Canada. The CEO hired you and your team as management consultants. On your first day, you asked the IT department to provide you with a snapshot of the company sales data in the form of a .csv file (comma-separated values) exported from their ERP system. Your job is to analyze the data using analytical tools, find answers to questions asked by the CEO, and build a management report and a dashboard containing in-depth company analysis and strategy recommendations to be considered by the top management. Required Deliverables 1) Based on the information provided blow, you are required to build a comprehensive management report that addresses the concerns and questions presented by leadership and presents practical recommendations to improve the company's financial performance and strategic business direction. 2) You are required to build a "live" management dashboard that shows key performance analytics for the organization. a. The dashboard needs to have the capability of being Figure 1: Example shewing a small dynamically updated if/when the underlying data is part of a well-designed, easy-toread management dashboard. changed. The elements of the dashboard must reflect key performance criteria of the business, and allow managers to examine data in a variety of ways and views. On your second day, you met with the top management, and conducted a series of interviews where you had a chance to understand their concerns and listen to their questions. This section summarizes the requirements gathered during the interviews. Your deliverables must address these requirements and provide clear answers supported by evidence from the company data. 1) The CEO wants to analyze overall performance by territory, from various angles. 2) The CEO also needs to know which territory has better net profit margin (bottom line). This is not immediately clear since some territories seem to have high operating costs. 3) The CTO asked you to analyze the efficiency of each technician in the installation team. One way to do this is by looking at implementation hours and compare them against actual deal profit. 4) Based on the above analysis, recommend actions to improve technician performance. For example, does any technician need more training to improve their outcome? 5) The marketing director wants to understand and analyze product profitability, considering both top line (cash flow) and bottom line (net margin) perspectives. 6) The sales director wants to have insights into the performance of individual sales representatives, and compare their performance to the work load of each representative. 7) Based on the above analysis, provide recommendations to improve the overall company sales performance. For example, do we need more (or less) reps in certain territories? 8) Based on data analysis, the CFO wants you to suggest efficient areas in the business for cost reduction and optimization. 9) Suggest and Design Corporate and individual KPIs, and reflect them in your dashboard. 10) Feel free to extend your analysis beyond the above requirements from top management, as long as it provides useful insights that can help the management
