Capstone – Project Charter
Develop predictive model to project client facility usage
A Collaboration Between
HOST VENUE ADDRESSTradecycle's offices are located at 11216 Fall Creek Road, Indianapolis, IN 46256. The building is a shared office suites environment. Tradecycle currently has four separate offices and full access to two conference rooms, shared kitchen stocked with various beverage options, etc.
REQUIRED PREREQUISITESStudents should have a working knowledge of financial statements (Balance Sheet, P&L) and a high-level understanding of traditional loan structures (i.e. Line of Credit). Experience in data management & analysis would also be beneficial.
LEARNING OBJECTIVESStudents will have the opportunity to learn about:
- Trade Finance Structures
- Technology-enabled finance
- Early Stage, high-growth environments
- Dissecting Data to determine correlation between data points and client funding behavior
Company Supervising Team
Course Info & Engagement Details
|School||University of Notre Dame Mendoza College of Business|
|Engagement Format||Capstone - Small Team Consulting Project - Students work in small groups of 2-6 directly with faculty and host company project champions on developing real solutions to real-world challenges.|
|Course||2020 SPRING – MBA Interterm (IMMERSE)|
|Students Enrolled||120 Enrolled, 2-5 per group per project|
|Meeting Day & Time||3/2 - 3/5/2019 on-site at host company|
|Student Time Commitment||1-3 Hours Per Week|
|Company Time Commitment||3-5 Hours|
|Duration||4 days (03/02/2020 - 03/05/2020)|
|Departments Involved||Data Management|
There are currently no students assigned.
November 11, 2019
Alice Obermiller, MBA Experiential Learning Program Director, will begin interviewing interested companies and discuss project ideas.
December 20, 2019
Final date for companies to express interest in participating.
January 10, 2020
School faculty and project champion finalize project charter, legal documents, and background materials.
January 31, 2020
Student Teams Finalized
March 2, 2020
OFFICIAL PROJECT LAUNCH: Students will be on-site working for the week
March 5, 2020
OFFICIAL PROJECT END: Students will present results to company leadership on-site
Key Milestones & Project Process
March 2, 2020 - Determine Key Data Points for Diverse Client Portfolio
- What are the common key financial ratio ranges regardless of client industry?
- Are there industry-specific factors that drive program usage?
- What actionable data is created by clients’ funding history?
March 3, 2020 - Determine correlation between Portfolio Data and Funding Activity
- Can a client’s financial ratios be connected to funding activity?
- Can industry statistics be connected to funding activity?
- Can a client’s previous funding activity be used to predict & project future activity?
March 5, 2020 - Students to provide project results
- Are there data points, specifically financial metrics, that may be used to project a client’s use of the program? If so, what is the correlation and how may these data points be monitored and made actionable?
- Are there data points, specifically previous funding activity metrics, that may be used to project a client’s use of the program? If so, what is the correlation and how may these data points be monitored and made actionable?
- Are there data points, specifically industry or macro-economic factors, that may be used to project a client’s use of the program? If so, what is the correlation and how may these data points be monitored and made actionable?
Students will deliver a final report of their findings, including:
- Identified data points, either financial metrics or previous activity
- Identified correlations, if any
- Suggestions for monitoring and utilizing data to project future funding activity