Live Case – Project

Financial Software Review

A Collaboration Between

Project Synopsis

Rook Connect is looking for help finalizing and testing the Financial Reporting features of their comprehensive CRM (customer relationship management), ERP (enterprise resource planning), BI (business intelligence) ecosystem for small businesses. Throughout this engagement, you'll learn a great deal about the Rook Connect business model along it their platform features and functionality. After you better understand how the software is intended to perform, you'll be helping the executive leadership team test out the functionality of key financial reporting modules, including the ledger system, journal entries and the corresponding financial statements.

Project Topics

Data Management

Product Design & Development

Reporting, Financial Planning & Analysis

Software Design & Development

Company Information

CompanyROOK Connect
StageEstablished Startup
Hiring PotentialN/A

Company Overview

Too many companies fail when going digital because the system they’re trying to implement can’t adapt to their specific business requirements. ROOK Connect provides structure, processes and workflows, while empowering businesses with configurations and a team of professionals to help you get the most out of our software. ROOK Connect was developed to help businesses streamline operations, enhancing their ability to operate efficiently and to maximize revenues through the application of lean prac

Experiential Learning Program Details

SchoolSaint Peter’s University
Engagement FormatLive Case - Think "Hackathon" or Case Competition with a whole class of students! This learning format allows educators to deliver experiential learning to students at scale. Students are often split into groups to work on a live case (or a series of cases) from a real host company that directly relates to key learning objectives.
CourseIntegrated Accounting Capstone (Fall 20)
  • All Undergraduate
Students Enrolled9
Meeting Day & TimeMon/Wed/Th 11 - 11:50 AM ET
Student Time Commitment4-7 Hours Per Week
Company Time Commitment2 Hours
Duration11 Weeks

Program Timeline

Touchpoints & Assignments Due Date Type

Key Project Milestones

  • October 5, 2020 - Get Up-To-Speed on Rook Connect Platform & Business Model

    • How is the Rook Connect Platform Configured?
    • Who are the ideal users for Rook Connect?
    • What are the key features of Rook Connect?
    • What makes it unique and different compared to other companies in the space?


    Suggested Deliverable:

    Prepare an business model and software overview to showcase your understanding of the business model

  • October 19, 2020 - Audit Chart of Accounts & Preliminary Financial Statements

    • How does Rook Connect use the “Chart of Accounts” to organize transactions?
    • How are these transactions tied to journal entries?
    • How does the system use these entries to create financial statements?
    • What do you think of the User Experience and User Interface?

    Suggested Deliverable:

    Provide Rook Connect with Feedback on your Chart of Accounts and Financial Statements Audit. Highlight the process you used to test the system and any findings.

  • November 2, 2020 - Closing Out Monthly / Quarterly / Annual Statements, Checking for Errors

    • What process must be used to close out the books?
    • What do you think of the financial statements and user experience?
    • How do users use Rook Connect to identify accounting errors?

    Suggested Deliverable:

    Prepare documentation helping Rook Connect users understand the process of closing the books on a monthly, quarterly, and annual basis

  • November 23, 2020 - Test Rook Connect on Special Circumstances

    SPECIAL CIRCUMSTANCE FOR GROUP #1: Rook Connect to provide details on challenge

    • Question 1?
    • Question 2?
    • Question 3?


    SPECIAL CIRCUMSTANCE FOR GROUP #2: Rook Connect to provide details on challenge

    • Question 1?
    • Question 2?
    • Question 3?

    Suggested Deliverable:

    Showcase your understanding of the basic accounting principals in question and how to use Rook Connect. Document the process you’ve used to showcase outcomes and feedback to the Rook Connect Team.

  • November 30, 2020 - Recap Presentation & Outcomes

    • What did you learn about accounting principals and Rook Connect throughout the experience?
    • What challenges did you face? How did you overcome them?
    • Can you summarize the outcomes you were able to generate for Rook Connect?

    Suggested Deliverable:

    Present your findings directly to Rook Connect’s leadership

Project Resources

There are no resources currently available

Industry Mentors

Company Admin

Kenneth Bond

[email protected]

Academic Mentors


Karen Beerbower

[email protected]

Assigned Students

There are currently no students assigned.