Reference no: EM133516356

Information Systems in Accounting

Assessment - Portfolio Activities

Your Task

You are required to assist the proprietors of a small business by preparing appropriate reports that will support the evaluation of data.

Assessment Description

This assessment requires an Excel data file (provided) and case study background (provided). All requirements are to be completed by adding to and adapting the Excel data file.

PHASE 1

a) Prepare appropriate reports that will support the evaluation of data in Phase 1.

There are many reports that may be produced from the data provided. You are to select reports that will help address the proprietor's concerns.

Some reports that may support your evaluation could include:
o For each location, number of jobs completed and total revenue
o A periodic summary (weekly/monthly/quarterly) of jobs completed and total revenue
o Identification of customers with repeat business
o Identification of queries that didn't result in a sale
The reports are to be produced in a single additional Worksheet labelled Phase 1 - reports

b) For one of your reports, outline the steps taken to select, prepare and format the report.
This should be presented in dot point format.
This is to be completed by adding an additional Worksheet labelled Phase 1 - report process

c) Prepare a brief written summary of your evaluation of the data in Phase 1.
Each of the reports that you have prepared should be used as the basis for an expanded summary note including:
o A statement explaining the information in your report (i.e., numerical)
o Why the information is important to the business
o A description and explanation of a suggested improvement to the data collected (may relate to inputs, processes, or outputs)
This is to be completed by adding an additional Worksheet labelled Phase 1 - evaluation summary

PHASE 2

a) Prepare appropriate reports that will support the evaluation of data in Phase 2.
With additional data provided, you are to select reports that will help address the proprietor's concerns. Some reports that may support your evaluation could include:
o Reports suggested for Phase 1
o Payroll variances or discrepancies
o Jobs completed and hours worked by staff members
o Service and customer mix (e.g., Standard v Premium; Private v Business)

b) For one of your reports (that is different from reports produced for Phase 1), outline the steps taken to select, prepare and format the report.
This should be brief and presented in dot point format.

c) Prepare a brief written summary of your evaluation of the data in Phase 2.
Each of the reports that you have prepared should be used as the basis for an expanded summary note including:
o A statement explaining the information in your report (i.e., numerical)
o Why the information is important to the business
o A description and explanation of a suggested improvement to the data collected (may relate to inputs, processes, or outputs)