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Case Studies, Analysis, & Strategic Write-ups
These studies will reflect strategic problem solving, analysis, and decision selections for a variety of issues that crop up in business during financial analysis, operational analysis, product analysis, marketing and customer data, and strategic planning and implementation.
The studies will be a mix of real world issues and data collected from a variety of sources including company contracts and studies, MBA programs and professional certification programs. The studies are primarily focused on the methods for analysis in different situations, but also offer insight into usage for models, forecasting, and strategic planning. |
Other Articles:
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Accounting and Financial Reporting
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Forecasting Methods Revenues, Unit Demand, & CAPEX
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Client Slide Presentation
An edited Slide Presentation used by for a client. The critical strategy points and details have been removed, preserved for the client, but included are many of the high-level start up administrative and planning aspects that would go into integration of applications, equipment research, procurement research and a sample of product level financial analysis. This offers a good example because it is a small business startup with basic requirements for Marketing, Operations, and Finance strategy and tactical considerations. Regardless of the size of the organization, strategy will always work Corporate down through to Functional Ops and become more tactically based working down through the the actual operational activities.
Case Studies:
Clicking on the photo or title will bring you to the write up in the Finance Topics blog posts. Case studies use real world data, but I have used the data to display comparative points when using data analysis methods and not simply present an end case.
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This case is searching for a strategic pricing mechanism for new product offerings after volume forecasts consistently fall short to the budgeted plan and overall planned profit.
Given a collaborative effort amongst sales and marketing to create a probability distribution can assist both the pricing strategy and the mapping of the profit probabilities. |
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Capital planning involves a segmenting of cast flows, for example initial investment, revenues, and working capital changes. Within a budgeting framework of limited capital, constraints can be used to find an ideal mix.
Bus capacity, expenses and cash flows all contribute to the investment decision. While you can select one size capacity or the other, is there an ideal mix that could satisfy capacity, expenses and costs. |
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In an appointment driven industry, time is your primary constraint. Using time segments to analyze the maximum number of appointments relative to an associated pricing strategy can assist with setting a desired margin.
The dynamics amongst drive time, work time, pricing and margin within the modeled framework create a visual to better understand their relationship, but also what new customers should be accepted and what new customers may be denied in situations where there is no excess capacity. |
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It is not enough to have a specialty within a similar space.
Does the air freight, B2B, high-value, small-scale logistics expertise translate to the B2C e-commerce retail space and, if they do, can these competencies transition? The fact is that although competencies and brand reputation may exist in a nearby product segment or process, these competencies and reputation rarely mean anything in a new market segment. This is why acquisitions often target specific segments and product lines that offer a baseline for a concentric diversification strategy. |
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A manufacturing company often finds that product segments that may have started with synergies eventual diverge as market demands change. Divesting of product lines to raise capital for strategic initiatives is one way to ensure that a company remains competitive.
In this case, forecasted market changes weigh into decisions on product segments and future investment for a company that has exhausted external financing options. |