Capstone – Project Charter
Modeling a Fast-Growing Business Over a 3-5 Year Period
A Collaboration Between
- Learn about the operating and financial planning required to run a high growth venture-backed business in the Health Tech space
- Understand how the company deals with ambiguity in future variables and modeling scenarios that encompass severable moving pieces.
- This is a financial modeling exercise, so students should have a basic understanding of financial accounting and be familiar with an Income Statement, Balance Sheet, and Statement of Cash Flows.
- This is a SaaS business, so it is important they are familiar with the concept of deferred revenue and revenue recognition.
- There is also a hardware component to the business, which adds a big layer of complexity that normal software businesses don’t have, which is why Supply Chain is a preferred concentration below.
- MBA Concentrations preferred: Finance, Accounting, Supply Chain
- The current model is in Excel, so a basic knowledge here would be needed, with at least 1-2 students in the group having more advanced knowledge.
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.|
|Program||College of Business|
|Course||2019 SPRING – MBA Interterm (IMMERSE)|
|Students Enrolled||120 Enrolled, 4-5 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 (03/02/2019 - 03/05/2019)|
|Departments Involved||Data Management|
Purchasing, Logistics, Supply Chain
Reporting, Financial Planning & Analysis
There are currently no students assigned.
October 30, 2019
Collaboration request published. Companies may express interest in participating.
January 2, 2020
School faculty will begin interviewing interested companies and discuss project ideas.
February 2, 2020
Final date for companies to express interest in participating.
February 17, 2020
School faculty and project champion finalize project charter, legal documents, and background materials.
March 2, 2020
OFFICIAL PROJECT LAUNCH: We’ll find a time on this day to web conference you into our class to kickoff the project.
March 5, 2020
OFFICIAL PROJECT END: We’ll find a time on this day to web conference you into our class to close the project.
Key Milestones & Project Process
March 5, 2018 - Part 1: Business Model, Competitor, and KPI Analysis
- As an onboarding exercise, the SwipeSense wants you to get up-to-speed on their business.
- You will spend the first part of the day learning about the industry and the business
Onboarding Experience Deliverable
March 6, 2018 - Part 2: Financial Data Deep Dive
- SwipeSense wants you to better understand their current financial position and process of recording financial performance including key ledger categories.
- You will review the current financial position and projections of the company with the VP of Finance and be briefed on the challenges they currently face
Discuss in teams to determine strategy to help SwipeSense given the financial review.
March 7, 2018 - Part 3: Establish 3-5 Year Projections
- Create a model that forecasts our cash flow, I/S, and B/S into the next 5 years. This model should be driven by sales forecasts.
- Format this model to be able to easily compare a budget v. actual from a QBO extract once our financials are closed.
- Isolate leading indicators of success and turn them into KPIs that can be monitored automatically.
Suggested Deliverable:An Excel model that summarizes cash position, income statement, and balance sheet over the next 5 years.
March 8, 2018 - Part 5: Final Presentation
Create a comprehensive Final Presentation for SwipeSense.
Suggested Deliverable:SwipeSense is looking for a comprehensive overview of the work that was done. Prepare a presentation and paper that provides an overview of the process that was used and the results that were ultimately generated.