Assessment 1 – Business Investigation Project

Assessment 1 – Business Investigation Project (Due 09 Oct 2020, 11:30pm)
Description
The Insight Toys Company is an organization that manufactures toys at different production sites worldwide. We are trying to find ways to be more competitive and are striving to increase customer satisfaction. Managers of finance department need to better understand profitability and sales issues.
Data
The INSIGHTTOY_SALES data set, contains 57 variables and 1,416,058 observations. It represents the historic transactional data from the company start. For each transaction we have:
® Information on the items sold (Product Brand, Line, Make, Style, SKU);
® The sale value (Order Total);
® Various related costs (Distribution, Marketing, Product);
® Information on the sales representative (Rating, Target, Actual, etc.);
® Geographic information (xyFacility Lat, xyFacility Lon, xy…, etc.);
® Information on the vendors (Rating, Satisfaction, Distance to nearest facility);
® Text Notes taken at the moment of the order taking, based on conversation with the customer (vendor).
Data Dictionary
Name
Type
Class
Description
Facility Character Category Unique identifier of the selling facility
Facility City Character Category City where the selling facility is located
Facility Continents Character Category Continent where the selling facility is located
Facility Country/Region Character Category Country where the selling facility is located
Facility Country/Region Code Character Category Unique 2-letter code for each country
Facility Date Closed Date Category If a facility were ever to be closed, none are in this dataset
Facility Date Opened Date Category Date the manufacturing facility was opened, varies from 1980 to 2010
Facility State/Province Character Category State or Province where the selling facility is located
Manufacturing Batch Character Category Manufacturing batch corresponding to each transaction
Manufacturing Batch SKU Character Category Stock Keeping Unit of various Manufacturing Batches
Manufacturing Facility Character Category Identifier and location of the manufacturing facility
Order Character Category Unique identifier of the order
Order note Character Document
Collection Free form text – notes taken at the moment the vendor ordered items. This can be used in Text Analytics
Product Brand Character Category 2 brands of products: Novelty and Toys
Product Line Character Category 8 lines of products, falling in the two product brands
Product Make Character Category 77 product make, falling into the 8 product lines
Product SKU Character Category 779 product SKUs produced, falling into the various product styles
Product Style Character Category 355 product styles, falling into the various product makes
Sales Rep Character Category Identification of the sales representative who made the sale
Transaction Date Date Category Date of the sale
Transaction Day of Week Date Category Day of the week of the sale
Transaction Month of Year Date Category Month of the sale
Vendor Character Category Identifier and location of the vendor (customer)
page 1
Vendor Date Ended Date Category When the vendor stopped doing business with us
Vendor Date Started Date Category When the vendor started doing business with us
Vendor Loyalty Program Character Category Binary field (Y/N) representing whether or not this vendor is in our loyalty program
Vendor Type Character Category 5 types of vendors: Convenience store, Discount store, Department store, Kiosk or Other
Market Penetration Numeric Measure For each transaction, the corresponding % of market share in that particular region at that time.
Order Distribution Cost Numeric Measure Distribution cost associated with that transaction
Order Marketing Cost Numeric Measure Marketing cost assigned to that transaction (through an activity-based costing exercise)
Order Product Cost Numeric Measure Direct manufacturing costs associated with that transaction. Included I the calculation of gross Margin
Order Sales Cost Numeric Measure Sales-related costs assigned to that transaction (through an activity-based costing exercise)
Order Total Numeric Measure Revenue from that sale
Sales Rep % of Target Numeric Measure A ratio of Sales Rep Actual sales divided by Sales Rep target. Calculated DAILY
Sales Rep Actual
Numeric
Measure Cumulative DAILY sales for each sales representative. This value should not be summed across the transactions (since it has already been aggregated)
Sales Rep Orders Numeric Measure Number of orders assigned to the sales representative on a given period.
Sales Rep Rating Numeric Measure Subjective evaluation of the sales representative by the vendors – from 0% to 100%.
Sales Rep Target
Numeric
Measure Daily sales Target (goal) for each sales representative. This value should not be summed across the transactions (since it has already been aggregated)
Sales Rep Vendor Base
Numeric
Measure Potential revenue (funnel) from all the vendors assigned to a sales representative. This value should not be summed across the transactions (since it has already been aggregated)
Sales Rep Vendors
Numeric
Measure Number of vendors assigned to a sales representative. This value should not be summed across the transactions (since it has already been aggregated)
Vendor Distance Numeric Measure Distance from the vendor location to our selling facility
Vendor Rating Numeric Measure Subjective evaluation, from 0% to 100%, representing the potential value of a customer (vendor) for insight Toy.
Vendor Satisfaction Numeric Measure Satisfaction of the customer (vendor) based on a marketing survey. From 0% to 100%.
xyFacility City Lat Numeric Measure Latitude of the city where the selling facility is located
xyFacility City Lon Numeric Measure Longitude of the city where the selling facility is located
xyFacility Continent Lat Numeric Measure Latitude of the continent where the selling facility is located
xyFacility Continent Lon Numeric Measure Longitude of the continent where the selling facility is located
xyFacility Country/Region Lat Numeric Measure Latitude of the country where the selling facility is located
xyFacility Country/Region Lon Numeric Measure Longitude of the country where the selling facility is located
xyFacility Lat Numeric Measure Latitude where the selling facility is located
xyFacility Lon Numeric Measure Longitude where the selling facility is located
xyFacility State/Province Lat Numeric Measure Latitude of the state where the selling facility is located
xyFacility State/Province Lon Numeric Measure Longitude of the state where the selling facility is located
xyManufacturing Facility Lat Numeric Measure Latitude where the manufactory facility is located
xyManufacturing Facility Lon Numeric Measure Longitude where the manufactory facility is located
xyVendor Lat Numeric Measure Latitude where the vendor is located
xyVendor Lon Numeric Measure Longitude where the vendor is located
page 2
Assessment 1 – Business Investigation Project
You are to write short research report (miximum 1500 words) on
“Explain and evaluate the key ethical issues confronting the individual/organisation when collecting and reporting data.”
for one of the following sectors:
• Social Media Services
• Online Retail Business
• Online Services Business
• Human Resources Management
• Banking and Financial Management
• Automotive (e.g. cars, planes, ships, rails, drones)
• Transports Logistics (e.g. aviation, shipping, rails, trucking, pipelines, warehousing, postal)
• Manufacturing
• Hospitality (e.g. hotels, restaurants, catering)
• Retail (Bricks and Mortar)
• Utility (e.g. electricity, water, gas)
• Energy (e.g. hydro, coal, solar, wind, biomass, gas, nuclear)
• Risks Management (e.g. insurance, any security) • Real Estate, Building and Construction Management • Infrastructure Management.
page 3

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