Rook Connect has developed a comprehensive business management platform that combines Customer Relationship Management (CRM), Enterprise Resource Planning (ERP), and Business Intelligence (BI) capabilities into a single solution designed for small and growing businesses. As the platform approaches broader deployment, the company is seeking an independent team of students to evaluate, validate, and strengthen its financial reporting functionality before wider customer adoption. 

Financial reporting is one of the most critical components of any business management platform. Business owners rely on accurate ledgers, journal entries, financial statements, and reporting dashboards to make operational and strategic decisions. Even small inconsistencies in financial calculations, reporting logic, or workflow design can significantly impact customer trust and software usability. 

Students will work closely with the Rook Connect leadership team to understand the intended accounting workflows, evaluate how financial transactions flow throughout the platform, and test whether reporting outputs accurately reflect underlying accounting activity. Throughout the engagement, students will gain exposure to integrated financial systems while providing valuable quality assurance and usability feedback that helps strengthen the product prior to future customer implementation.

Students will collaborate with Rook Connect throughout the semester to evaluate the financial reporting capabilities of the platform from both an accounting and user experience perspective. 

Key activities include: 

At the conclusion of the project, Rook Connect will receive an independent assessment of the functionality, accuracy, and usability of its financial reporting platform. 

Successful outcomes include: