...Executive Overview Highline Financial Services, Ltd. provides financial services to its clients. It separates these services into three categories, A, B, and C. For planning purposes, the company requires a forecast of demand for each of its three categories of service over the next four quarters. Given no significant changes in advertising and promotion or in competition, this report examines the demand for each category of service, over the past two years to predict a reasonable estimate of demand for the coming year. Analysis The additive approach to the naïve method of forecasting serves as a standard of comparison against the other time-series data forecasting technique, the moving average. The naïve method versus the moving average technique result in the following estimates for year three for each category of service each quarter, respectively: Service A first quarter 84/66, second quarter 57/48, third quarter 124/106, and fourth quarter 95/80. Service B first quarter 75/90, second quarter 65/80, third quarter 78/88.5, and fourth quarter 35/57.5. Service C first quarter 111/97.5, second quarter 60/82.5, third quarter 110/110, and fourth quarter 110/95. The data from years one and two as well as the estimates for year three are shown in Appendix A. In reviewing the last two years of demand data, Service A has a general increase in demand, Service B has a general decrease in demand, and Service C has a flatter pattern of demand. The historical graphs in Appendix...
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...Inventory Proposal Learning Team C was tasked with preparing a project proposal that would analyze and present data on an inventory management problem that Amazon Incorporated (Amazon) could face. The Summer Historical Inventory Data shown below was used in the calculations: Month Year 1 Year 2 Year 3 Year 4 1 18,000 45,100 59,800 35,500 2 19,800 46,530 30,740 51,250 3 15,700 22,100 47,800 34,400 4 53,600 41,350 73,890 68,000 5 83,200 46,000 60,200 68,100 6 72,900 41,800 55,200 61,100 7 55,200 39,800 32,180 62,300 8 57,350 64,100 38,600 66,500 9 15,400 47,600 25,020 31,400 10 27,700 43,050 51,300 36,500 11 21,400 39,300 31,790 16,800 12 17,100 10,300 31,100 18,900 The following proposal includes a short description of Amazon, a short discussion of the inventory system problem that Amazon might face, and the benefits if the problem is solved. Team C used the dataset provided to calculate monthly indexes (using year 1 month 1 as the base), quarterly indexes (using year 1 quarter 1 as the base), and annual indexes of the four years. The busy and slow periods for each were identified. Histograms were constructed for the monthly, quarterly, and annual values. A regression equation, rate of change, and a forecast for year 7 inventory costs, using rate of change as the interest rate, were calculated as part of the analysis for the annual section. Amazon Amazon is a large, internet based business that has been able to maintain its success partially due to the effectiveness...
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...Table of Contents Introduction 3 Organization 3 Management Team 4 Objectives and Industry Analysis 7 Sales and Net Income Analysis 8 ROA, ROE and Stock Price Analysis 11 Market Share Analysis 15 Unit Production Costs Analysis 16 Weighting Factors 17 Corporate/Business/Marketing Strategies 18 Operation Strategy 19 Financial Strategy 21 Sales Forecast 22 Exhibits (Sales Forecast Analysis) 23 Production Plan 28 Exhibits (Production Schedule) 30 Financial Statement Analysis 34 Cash Flow Analysis 38 Appendix Annual Consolidated Pro Forma Income Statement… i Annual Consolidated Pro Forma Cash Flow… iii Annual Consolidated Pro Forma Balance Sheet… iv Consolidated Historical Data… v Financial Data for Years 1 and 2…vii Operating Information Report D…viiii Operating Information Report E…xvii INTRODUCTION Nyrica is based out of Merica 3. Our company was established with several goals in mind. We aim to provide a higher end product with certain benefits for our consumers to help enrich their lives. In addition, Nyrica seeks to improve the value of our company for our current shareholders as well as future potential shareholders. Our approach is to have a well-funded research and development platform coupled with a training program that promotes growth of our valued employees and their skill sets. Nyrica plans to expand their production capabilities in the first quarter of their fifth year of existence. Organization ...
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...MGMT 497 – ITM CORPORATION TWO YEAR PLAN IN THE MIDDLE INCORPORATED World 11 Team 1 Final Corporate Report Laura Angel Chial Jung Gisela Mino Carlos Nabor Hien Pham Marlene Sotelo Dr. Kwong World 11 Team 1 Fall 2013 1 MGMT 497 – ITM CORPORATION TWO YEAR PLAN Table of Contents SECTION 1 INTRODUCTION ................................................................................................................. 5 SECTION 2 CORPORATE CHARTER ...................................................................................................... 6 SECTION 3 INDUSTRY ANALYSIS AND OBJECTIVES .......................................................................... 8 3.1 Industry Analysis .......................................................................................................................... 8 3.2 Weighting Factors ....................................................................................................................... 14 3.3 Goals and Objectives .....
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