Project Title: Financial Software Testing and Quality Assurance
ROOK Connect
| Details | |
|---|---|
| Project Title | Financial Software Testing and Quality Assurance |
| Project Topics | Reporting, Financial Planning & Analysis |
| Skills & Expertise | Accounting Information Systems Accounting Principles AI-Assisted Testing Tools Data Validation Defect Tracking ERP Systems Excel/Google Sheets Financial Reporting Financial Statement Analysis General Ledger Accounting Journal Entries PowerPoint/Google Slides Process Documentation Quality Assurance Root Cause Analysis Software Testing Systems Thinking User Acceptance Testing (UAT) Workflow Analysis |
| Project Synopsis: Challenge/Opportunity | Rook Accounting has developed accounting software designed to help businesses efficiently manage their financial operations. As with any financial application, the accuracy, reliability, and usability of the platform are critical to ensuring users can confidently manage accounting transactions and produce dependable financial reports. Before new features and enhancements are released, it is essential to thoroughly test the software under a variety of real-world accounting scenarios. Even minor errors in journal entries, account balances, financial statement generation, or reporting logic can lead to inaccurate financial information, reduced customer confidence, and increased support requirements. Rook Accounting is seeking students to serve as an independent quality assurance team by performing common accounting tasks within the software, evaluating how the system processes transactions, identifying defects or usability issues, and recommending improvements. Students will apply their accounting knowledge while gaining hands-on experience working with an integrated accounting platform and participating in a real-world software testing process. This project provides students with the opportunity to bridge accounting principles and technology by helping improve the functionality, reliability, and user experience of a commercial financial software solution.
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| Project Synopsis: Activities/Actions Required |
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| Project Synopsis: Expected Results | Success will be measured by the team's ability to thoroughly evaluate the accounting software and provide actionable recommendations that improve product quality and user confidence. Successful outcomes include:
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Project Timeline
ROOK Connect - Financial Software Testing and Quality Assurance
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Due Date
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Activities |
Deliverables
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Status
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Action | |
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Mon, 09/14/20
12:00 AM
UTC
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Program Kickoff
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No Deliverables
No deliverables are required for this action item.
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Location:
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Mon, 01/04/21
12:00 AM
UTC
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TEMPERATURE CHECK SURVEY DUE
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No Deliverables
No deliverables are required for this action item.
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Description:
Survey link: https://forms.gle/AfCCRHjYcLNPU8G2A
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Wed, 02/10/21
12:00 AM
UTC
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REMINDER OF CONFIDENTIALITY
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No Deliverables
No deliverables are required for this action item.
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Description:
During this program, you'll be working on a real project posed by a real industry partner. By registering for the CapSource system and participating in this Program, you are bound by the Rules of Engagement, including strict confidentiality of information shared with you. Please be respectful and professional.
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Thu, 02/11/21
12:00 AM
UTC
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Present Prototype to Client
Required Deliverable
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Required Deliverable
Deliverable submission is required.
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Description:
3:00-4:15 pm
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Wed, 03/10/21
12:00 AM
UTC
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KICKOFF EVALUATION DUE
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Required Evaluation
Evaluation submission is required.
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Description:
Survey link: https://forms.gle/pzX8tzUBXNAsSvTe7
Meet client (3:00-4:15 pm)
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Mon, 05/10/21
12:00 AM
UTC
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OFFICIAL PROJECT LAUNCH
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No Deliverables
No deliverables are required for this action item.
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Tue, 08/03/21
12:00 AM
UTC
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Internal Presentation
Required Deliverable
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Required Deliverable
Deliverable submission is required.
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Sun, 09/12/21
12:00 AM
UTC
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SUBMIT FINAL DELIVERABLE
Required Deliverable
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Required Deliverable
Deliverable submission is required.
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Description:
Submit video presentation of results for the client (Dec 9-12). Client will meet with the professor to provide feedback December 14,3:00-5:00 pm EST. Students are encouraged to participate if available at that time.
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Tue, 10/12/21
12:00 AM
UTC
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OFFICIAL PROJECT END
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No Deliverables
No deliverables are required for this action item.
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Fri, 12/03/21
12:00 AM
UTC
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TEMPERATURE CHECK SURVEY DUE
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No Deliverables
No deliverables are required for this action item.
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Description:
Survey link: https://forms.gle/gYGjLesdZQWnDeJz5
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Sun, 12/12/21
12:00 AM
UTC
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FINAL PEER EVALUATION DUE
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Required Evaluation
Evaluation submission is required.
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Description:
Survey link: https://forms.gle/hw92Qom5M3AGLD8K7
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Sun, 12/12/21
12:00 AM
UTC
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FINAL SELF EVALUATION DUE
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Required Evaluation
Evaluation submission is required.
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Description:
Survey link: https://forms.gle/tZuBAnWHXTUpVkBL6
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Presentation of Financial Statements and Initial Bug Report
Required Deliverable
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Required Deliverable
Deliverable submission is required.
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Description:
Visual and oral presentation of financial statements and post-closing trial balance and key findings documented in the Bug Journal
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Ratio Analysis & Bug Report to Rook Accounting
Required Deliverable
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Required Deliverable
Deliverable submission is required.
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Description:
Visual and oral presentation to Rook Accounting including: Side-by-side comparison between companies and metrics used in analysis and bug report
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Deliverable #1 Due
Required Deliverable
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Required Deliverable
Deliverable submission is required.
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Deliverable #2 Due
Required Deliverable
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Required Deliverable
Deliverable submission is required.
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Final Presentations Webinar
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No Deliverables
No deliverables are required for this action item.
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Description:
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Foreign Currency Audit Decision-Making Tree and Financial Statement; Bug Report Memo
Required Deliverable
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Required Deliverable
Deliverable submission is required.
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Description:
Cognitive Map/Decision Tree outlining decision-making, roadblocks, actions taken in the process. Before and After Financial Statements Bug Report Memorandum to Rook Accounting
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REMINDER OF CONFIDENTIALITY
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No Deliverables
No deliverables are required for this action item.
|
||||
|
Description:
During this program, you'll be working on a real project posed by a real industry partner. By registering for the CapSource system and participating in this Program, you are bound by the Rules of Engagement, including strict confidentiality of information shared with you. Please be respectful and professional.
|
|||||
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KICKOFF EVALUATION DUE
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No Deliverables
No deliverables are required for this action item.
|
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Description:
Survey link: https://forms.gle/XvAzEQrkno4Mvhxo7
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OFFICIAL PROJECT LAUNCH
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No Deliverables
No deliverables are required for this action item.
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Kickoff Webinar - 11:00 - 11:50 am EST
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No Deliverables
No deliverables are required for this action item.
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Description:
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Reflection & Analysis
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No Deliverables
No deliverables are required for this action item.
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FINAL PEER EVALUATION DUE
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No Deliverables
No deliverables are required for this action item.
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Description:
Survey link: https://forms.gle/Cm8njxneMPAtdL4S8
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FINAL SELF EVALUATION DUE
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No Deliverables
No deliverables are required for this action item.
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Description:
Survey link: https://forms.gle/UQTxVJkQ6V1JvHZg8
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TEMP CHECK #1 DUE
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Required Evaluation
Evaluation submission is required.
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Description:
Survey link: https://forms.gle/RUg2RnBYidMGY2bX9
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TEMP CHECK #2 DUE
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Required Evaluation
Evaluation submission is required.
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Description:
Survey link: https://forms.gle/RUg2RnBYidMGY2bX9
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TEMP CHECK #3 DUE
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Required Evaluation
Evaluation submission is required.
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Description:
Survey link:�https://forms.gle/RUg2RnBYidMGY2bX9
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OFFICIAL PROJECT END
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No Deliverables
No deliverables are required for this action item.
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Program Managers
| Name | Organization |
|---|---|
| Karen Beerbower | Saint Peter's University |
| Karen Caldwell | Johns Hopkins University |
Teams
| Team Name | Project Name | Team Members |
|---|---|---|
| No Teams Available |
