ProgramsGraduate Business Analytics Consulting Program (Fall 2024)ProjectsDevelopment of a Wholesale Customer Health Dashboard and Predictive...

Project Title: Development of a Wholesale Customer Health Dashboard and Predictive Analytics for Bread SRSLY

Bread SRSLY PBC

Details
Project Title Development of a Wholesale Customer Health Dashboard and Predictive Analytics for Bread SRSLY
Project Topics Growth Strategy Reporting, Financial Planning & Analysis Sales & Business Development
Skills & Expertise
Project Synopsis: Challenge/Opportunity
Bread SRSLY aims to enhance their decision-making capabilities by developing a comprehensive dashboard that provides insights into the health of their wholesale customers. Additionally, Bread SRSLY seeks to implement predictive analytics to forecast revenue and identify strategic actions to achieve business goals.
Project Synopsis: Activities/Actions Required
  • Analyze Bread SRSLY’s current data on wholesale customers.
  • Identify key health indicators for wholesale customers.
  • Develop a dashboard that visualizes the health of each wholesale customer.
  • Implement predictive analytics to forecast the next six months of revenue.
  • Conduct scenario analysis to evaluate the impact of various market conditions, as well as sales tools like in-store demos and promotions.
  • Provide recommendations for strategic actions to improve revenue.
  • Compare forecasted revenue with sales projections and identify discrepancies.
  • Develop a plan for addressing any identified revenue gaps.
  • Present findings and recommendations to Bread SRSLY’s management team.
  • Create documentation and training materials for dashboard usage and maintenance.
Project Synopsis: Expected Results
Success will be measured by the functionality and accuracy of the dashboard, the precision of revenue forecasts, the actionable insights provided through scenario analysis, and the positive feedback from Bread SRSLY’s management on the usefulness of the deliverables.

Project Timeline

Bread SRSLY PBC - Development of a Wholesale Customer Health Dashboard and Predictive Analytics for Bread SRSLY
Due Date
Activities
Deliverables
Status
Action
Thu, 08/15/24
12:00 AM UTC
Program Kickoff
No Deliverables
No deliverables are required for this action item.
Location: In Person
Asynchronous
Mon, 08/26/24
12:00 AM UTC
Student Pre-Kick-off Self-Assessment Form
Required Evaluation
Evaluation submission is required.
View
Mon, 09/09/24
12:00 AM UTC
Deep-dive on the Organization
Required Deliverable
  • Become familiar with the company’s mission, core competencies, and current portfolio and product offerings. What is their value proposition? Who are the key stakeholders?
  • What are some of the current challenges and needs for data management in the various industries Realogic is a part of?
  • Become familiar with the broad organizational structure and how data are currently managed across the organization.
  • What business decisions are the dashboard data expected to inform?
  • How are progress and success measured and benchmarked? What are the KPI’s and how are they measured, communicated, and used in strategic planning and decision-making?
Required Deliverable
Deliverable submission is required.
Guiding Questions:
  • Become familiar with the company’s mission, core competencies, and current portfolio and product offerings. What is their value proposition? Who are the key stakeholders?
  • What are some of the current challenges and needs for data management in the various industries Realogic is a part of?
  • Become familiar with the broad organizational structure and how data are currently managed across the organization.
  • What business decisions are the dashboard data expected to inform?
  • How are progress and success measured and benchmarked? What are the KPI’s and how are they measured, communicated, and used in strategic planning and decision-making?
Deliverable Instructions:
Infographic overview of the organization and project objectives (internal); questions for industry mentor; Initial thoughts on the type of data analytics that could help make the organization more data-driven.
Wed, 09/18/24
12:00 AM UTC
Student Temperature Check
Required Evaluation
Evaluation submission is required.
View
Mon, 10/07/24
12:00 AM UTC
Design prototype dashboard and data-stream
Required Deliverable
  • What types of dashboard designs meet the company’s needs?
  • Can you create a draft and define the chart type you suggest the company use?
  • What kind of relationship, composition, distribution, or comparison of data are most useful? What types of visualizations should be used in the dashboard design, and why?
  • Which KPIs should be included, and how are these expected to promote productivity and facilitate a cost-effective working environment?
  • Can you map the dataflow logic that takes into account all dashboard audiences?
Several open-ended questions we may want to answer (this is a starting point and should be defined iteratively)
  • Operations: How does the various work distribute between employees, both in terms of handling Crelate (recruiting activities) and in terms of using calls and messages (through RingCentral?). Ideally we could see a method to track effectiveness.
  • Operations: Can we track the effectiveness of our recruiting process?
  • Social Media: How are our engagement levels looking, month to month, across every criteria - likes, shares, comments - for every one of the pages? What seems to affect engagement? 
Required Deliverable
Deliverable submission is required.
Guiding Questions:
  • What types of dashboard designs meet the company’s needs?
  • Can you create a draft and define the chart type you suggest the company use?
  • What kind of relationship, composition, distribution, or comparison of data are most useful? What types of visualizations should be used in the dashboard design, and why?
  • Which KPIs should be included, and how are these expected to promote productivity and facilitate a cost-effective working environment?
  • Can you map the dataflow logic that takes into account all dashboard audiences?
Several open-ended questions we may want to answer (this is a starting point and should be defined iteratively)
  • Operations: How does the various work distribute between employees, both in terms of handling Crelate (recruiting activities) and in terms of using calls and messages (through RingCentral?). Ideally we could see a method to track effectiveness.
  • Operations: Can we track the effectiveness of our recruiting process?
  • Social Media: How are our engagement levels looking, month to month, across every criteria - likes, shares, comments - for every one of the pages? What seems to affect engagement? 

Deliverable Instructions:
Prototype Dashboard and Dataflow Map
Wed, 10/23/24
12:00 AM UTC
Temperature Check #2
Required Evaluation
Evaluation submission is required.
View
Mon, 11/04/24
12:00 AM UTC
Define Needs & Select KPI’s
Required Deliverable
  • Who will work with the KPIs featured in the dashboard? 
  • What kind of information will they need? 
  • Do you need to present your dashboard to C-level management or other employees? 
  • What technologies are used to support the dashboard?
  • Are you creating a dashboard for daily operational tasks or do you need to showcase the strategic performance of long-term goals? 
  • What is the best viable way to present the information?
  • What metrics should be presented in the dashboard?   How do they align to specific short-term objectives or more long-term goals? How do the metrics add value? 
Required Deliverable
Deliverable submission is required.
Guiding Questions:
  • Who will work with the KPIs featured in the dashboard? 
  • What kind of information will they need? 
  • Do you need to present your dashboard to C-level management or other employees? 
  • What technologies are used to support the dashboard?
  • Are you creating a dashboard for daily operational tasks or do you need to showcase the strategic performance of long-term goals? 
  • What is the best viable way to present the information?
  • What metrics should be presented in the dashboard?   How do they align to specific short-term objectives or more long-term goals? How do the metrics add value? 
Deliverable Instructions:
KPI inventory, map of goal/objectives alignment, dashboard usage map or table
Fri, 12/06/24
12:00 AM UTC
Create KPI Dashboard Template & Map of Dataflow Logistics
Required Deliverable
  • What are the most effective ways for creating powerful data visualizations in the dashboard environment?
  • How can you effectively and parsimoniously use a combination of designs, colors, etc., and create a dashboard useful to different audience segments? Can you align your visualizations with brand standards?
  • What additional insights can be gleaned from the dashboard?
  • What recommendations do you have for integrating the dashboard into daily operations and decision-making frameworks? Can you create user stories to illustrate how the dashboard can be used to gain business insights and inform high-quality decision-making?
Required Deliverable
Deliverable submission is required.
Guiding Questions:
  • What are the most effective ways for creating powerful data visualizations in the dashboard environment?
  • How can you effectively and parsimoniously use a combination of designs, colors, etc., and create a dashboard useful to different audience segments? Can you align your visualizations with brand standards?
  • What additional insights can be gleaned from the dashboard?
  • What recommendations do you have for integrating the dashboard into daily operations and decision-making frameworks? Can you create user stories to illustrate how the dashboard can be used to gain business insights and inform high-quality decision-making?

Deliverable Instructions:
Dashboard, User stories, Recommendations
Fri, 12/06/24
12:00 AM UTC
Student Post-Engagement Self-Assessment Form
Required Evaluation
Evaluation submission is required.
View
Fri, 12/06/24
12:00 AM UTC
Student Post-Engagement Peer Assessment Form
Required Evaluation
Evaluation submission is required.
View

Program Managers

Name Organization
Uma Gupta University of South Carolina - Upstate

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