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Tips for Case Analysis

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Submitted By nroppo17
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Rubric for Case Analysis:
As you are probably aware, case analysis is the most essential part of a business analyst’s toolbox. As such, it is of paramount importance that you learn how to do case analysis thoroughly. As with any analysis we follow a certain framework when we conduct case analysis. Please understand that the framework that we are going to follow in this class is one of many and there is disagreement among the academic and professional communities as to which one of these frameworks is the best. That said, in my humble opinion, the framework that follows is a good start to the case analysis process. What we gather from the initial analysis can then be used to direct functional departments (finance, supply chain, marketing etc.) to gather relevant data, which can be used to do further analysis. The initial analysis should follow the following process:
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Part 1 Points assigned: 15 (financial + external+ internal)
A) Financial Analysis:
Look for both accounting and economic measure of performance in the case. If any such indicators are not given in the case or you can’t calculate these indicators from the data provided in the case (i.e. profit-loss statement, balance sheet, and relevant data associated with WACC calculation etc.), skip this part of the analysis. However, if such data is present please go ahead and calculate relevant financial ratio and economic indicators of performance as instructed in the text and discussed in the class.
Competitive advantage is often measured in accounting terms and economic terms. A firm is said to have a competitive advantage if one or more of its accounting measures exceed(s) the industry average for that particular measure. For example, if a firm’s return on sales is 23 percent and the industry average is 15 percent, we would take that as an

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