Data Services at ARMISTEAD

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Data Analysis

Case Study
Data Services at ARMISTEAD
Sharvari Curtorkar
Namrata Gupta
Manan Joshi
Nitin Kagada
Table of contents

01 Business Problem

02 Data Problem Highlighted

Data Points Collected, Reports


03 Generated

04 Learnings
Business
Problem
Business problems

1 Losses and Financial performance Financial Management 6

2 Strategic Direction Customer retention and Satisfaction 7

3 Operational inefficiencies Management alignment 8

4 Competitive Positioning Scalability and Efficiency 9

5 Sales and Marketing Effectiveness


Data Problem
Highlighted 02
You can enter a subtitle here if you need it
Data Problem Highlighted

● Problem: Predicting the future performance and profitability of Data


Making Services, Inc., based on its historical financial data, current
operational practices, and market trends. This involves forecasting
Predictions the company's potential growth, revenue generation, and overall
success.

● Problem: Categorizing the sources of Data Services' sales and


Categorizing understanding the distribution of revenue from different service
offerings. This involves classifying revenue streams into categories
Things such as initial installations, standard/custom data summaries,
continuing operations, and electronic data storage and retrieval.
Data Problem Highlighted

Spotting ● Problem: Identifying unusual patterns or anomalies in Data Services'


Something operations or financial data that might require further investigation.
This involves spotting any irregularities or unexpected trends that
Unusual could impact the company's performance.

● Problem: Identifying recurring themes or trends in the fast-food


Identifying industry that could affect the demand for Data Services' offerings.
This involves understanding common challenges and opportunities
Themes: faced by fast-food companies and how Data Services addresses or
could address these themes.
Key Data Points

● Problem: Discovering connections between Data Services' sales and


Discovering marketing strategies, customer acquisition, and overall financial
performance. This involves understanding how the company's
Connections: activities are interconnected and contribute to its success or
challenges.

● Problem: Finding patterns in customer behavior, sales cycles, and


Finding operational processes of Data Services. This involves analyzing data
Patterns: to uncover recurring trends or patterns that can inform decision-
making, such as identifying successful sales strategies or common
challenges during customer implementation.
Data
03 Types

You can enter a


subtitle here if you
need it
Data Types

Financial Data Customer Data


Types Types
Revenue and expense data, cost breakdowns, Customer demographics, shift details,
profit and loss statements monthly rates, and fees.

Competitor Operational
Data Types Data Types
Information on competitor services, pricing, Processing time, system implementation
and market share. metrics, customer support data.
Reports Generated

Profit and Loss Statements Customer Performance Reports


Breakdowns of revenues and expenses Reports on customer shift data, monthly
for different services. rates, and total fees.

Competitor Analysis Reports Operational Efficiency Reports


Comparative analysis of Data Services Metrics on the utilization of computer
and its competitor. resources, system implementation
effectiveness, and ongoing operational
efficiency.
Learnings 04

You can enter a


subtitle here if you
need it
Thanks!
Strategic planning project plan
Steps Week 1 2 3 4 5 6 7 8 9 10 11 12

1. Kick-off

2. Business insights

3. Mission and vision

4. Key strategic objectives


Workshop #1
5. Strategy map

6. Balanced scorecard

7. Strategic objectives
Workshop #2
8. First report
Strategy map & balanced scorecard

Perspectives Strategic objectives

F1 - Insert your own F2 - Insert your own F3 - Insert your own F4 - Insert your own
Financial text text text text

C1 - Insert your own C2 - Insert your own C3 - Insert your own C4 - Insert your own
Customer text text text text

I1 - Insert your own I2 - Insert your own I3 - Insert your own I4 - Insert your own
Internal process text text text text

Learning & L1 - Insert your own L2 - Insert your own L3 - Insert your own L4 - Insert your own
growth text text text text
Strategic options: Risks

Market development Diversification


New

strategy strategy
Market

Market penetration Product development


Current

Use a different color for


the strategic option you
strategy strategy recommend the company
to choose

Current New
Products
Corporate strategies
Mars
Despite being red, Mars is actually a cold place. It’s
full of iron oxide dust

Venus
Venus has a beautiful name and is the second planet
from the Sun

Mercury
Mercury is the closest planet to the Sun and the
smallest in the Solar System
Key drivers of the profit

Description Example

You need to provide a neutral description Our company has been selling its products
The situation with facts that you know your audience in the US for 10 years, with an annual profit
will agree on growth above 10%

The complication is a desired change of With a market share already above 40%,
The complication the current situation profit growth will be limited in the US

The question that implicitly results from Should we enter the


The question the complication European market?
New market, product, company

What is the potential


Desirability demand for our product in
this new market?

What will be the


What is the feasibility to
profitability of this strategic Profitability Feasibility
enter this new market?
initiative?

Sweet spot
Data Problems
Political 1 T Technological
Replace the text with your own Replace the text with your own
text text

Economical E Pestle L Legal


Replace the text with your own Replace the text with your own
text text

Social Environmental
Replace the text with your own
S E Replace the text with your own
text text
Strong business case
Project costs $4M Tangible $14M Net present $8M
benefits value

Cash flow (US $ millions) Change impact

Low Medium High

Intangible benefits Strategic alignment Resources

Insert here your text Insert here your text


Follow the link in the graph to modify
its data and then paste the new one
Sponsor Jane Doe Manager James Cox
here. For more info, click here
Financial model
Historical results Forecast period

Inc model 2014 2015 2016 2017 2018 2019 2020 2021 2022

Balance sheet
Assets
Cash xx xx xx xx xx xx xx xx xx
Accounts xx xx xx xx xx xx xx xx xx
Inventory xx xx xx xx xx xx xx xx xx
Current assets xx xx xx xx xx xx xx xx xx
Property xx xx xx xx xx xx xx xx xx
Goodwill xx xx xx xx xx xx xx xx xx
Total xx xx xx xx xx xx xx xx xx
Financial model
Jupiter

40% 60%

Venus Mars
Venus is the Despite being
second planet red, Mars is a * Follow the link in the graph to modify its data and then
from the Sun cold place paste the new one here. For more info, click here
Pricing strategy

Basic Standard Advanced Leading

Level 1 2 3 4

Percentage 20% 70% 10% <1%

Mercury is very close Venus is a terribly hot Despite being red, Neptune is very far
Description to the Sun planet Mars is cold away from the Sun
Consulting proposal

Services Expenses
Mercury is the closest planet to Jupiter is the biggest planet of
the Sun them all

Fees Materials
Venus is the second planet Saturn is composed of
from the Sun hydrogen and helium

Invoices Terms
Despite being red, Mars is Neptune is the farthest planet
actually a cold place from the Sun
A picture is worth a
thousand words
A picture always
reinforce
the concept
Images reveal large amounts of data, so remember: use
an image instead of a long text. Your audience will
appreciate it
Answers and supporting arguments
How can the company reduce its cost by 10%?

Reduce costs by $5 million through operational


improvements

Outsource non-core functions Simplify functions processes Review supplier cost to save
to save $3M to save $1M $1M

Evaluate cost and service level of Select and review current supplier
Design current processes
potential partners costs
Compare current process to best-in- Evaluate cost of potential alternative
Select non-core functions
class benchmarks suppliers
Choose one partner for each one of Adopt best practices Negotiate supplier contracts/choose
the functions based on benchmarks options
Prioritization matrix
Initiative Impact Effort
1 List all your potential initiatives Very high

2 List all your potential initiatives High

3 List all your potential initiatives Low

4 List all your potential initiatives Low

5 List all your potential initiatives High

6 List all your potential initiatives Very high


Change management
approach
Do you know what helps you make your point clear?

Lists like this one:


● They’re simple
● You can organize your ideas clearly
● You’ll never forget to buy milk!

And the most important thing: the audience won’t miss the
point of your presentation
Business Name
01 Mercury is very close
to the Sun
Jupiter is a very big
planet 04
Business case

02 Venus has a beautiful


name
Company Logo here Neptune is very far
away from the Sun 05

03 Despite being red,


Mars is cold
Earth is our beautiful
planet 06
Competitor comparison table

Attributes Competitor A Competitor B My business

Price $360 $320 $300

Quality Low Medium High

Customer age 20-40 18-45 18-50

Reputation Bad Average Good

Location Spain Italy USA


Buyer persona
Hobby 1 Xx% Mars
Mars is actually a cold
Hobby 2 Xx% place

Hobby 3 Xx% Mercury


Mercury is a very
Hobby 4 Xx% small planet

Venus Xx%
Name Anna Wilson
Venus has a beautiful name and is the second
Age XX years old planet from the Sun. It’s terribly hot, even
hotter than Mercury, and its atmosphere is
Occupation Lawyer poisonous Xx%
Implement, track & manage progress
Progress Status Link

Venus 50% www.yourlinkhere.com

Mercury 35% www.yourlinkhere.com

Mars 70% www.yourlinkhere.com

Jupiter 15% www.yourlinkhere.com

Saturn 85% www.yourlinkhere.com

Neptune 60% www.yourlinkhere.com


Change management & strategy plan
Size of the Change
Insert name of Insert name of Insert name of
Extreme
the change the change the change

Complexity of the change


Insert name of Insert name of Insert name of
High
the change the change the change

Insert name of
Medium
the change

Moderate

Low

1 team impacted 1 business unit 1 division Half company Extreme


Sales and strategy plan

01 02 03
Implementation Internal analysis External analysis

05 04
Sales plan Sales strategy
$489,300
Big numbers catch your audience’s attention
About the terms of the agreement
20%

Venus
Venus is the second planet
from the Sun

40%

Mars
Despite being red, Mars is
actually cold

Follow the link in the graph to modify its data and then paste the new one here. For more info, click here
$20,000
Mars is actually a cold planet
$15,000
Venus has a beautiful name

$10,000
Mercury is a very small planet
$45,000
Saturn has several rings
Management approach

01 02 03 04
Saturn Jupiter Mars Venus
Saturn is a gas giant and Jupiter is the biggest planet Despite being red, Mars is Venus is the second planet
has several rings of them all actually a cold place from the Sun
Strategic alliances

Jupiter
Jupiter is the biggest planet of
them all
Answers and arguments

Write your question

Write your answer

Neptune Earth Saturn


Neptune is far away from us Earth is our beautiful planet Saturn is a gas giant with rings
Waterfall management plan

Requirements Mercury is very close to the Sun

Design Despite being red, Mars is cold

Implementation Jupiter is a gas giant and it’s big

Verification Neptune is very far away from us

Maintenance Earth is our beautiful planet


Maturity model

25% 50% 75%

Basic Standard Advanced


Mercury is the smallest planet in the Venus is the second planet from the Despite being red, Mars is actually
Solar System Sun a cold place
Profitability ratios
Worst peer Best peer

Return on sales (%) % % %

Return on equity (%) % % %

Return on net assets (%) % % %

Return capital employed (%) % % %

Return on funds employed (%) % % %

Company 1 Company 2 Company 3


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