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Course Project Rubrics!
Module 01 Course Project - Course Project Overview
Objective:
· During this phase in the project students will read and
understand all provided materials.
Scoring Rubric:
· No Deliverable
Module 02 Course Project - Identify Business Requirements
Objective:
· During this phase in the project students will determine the
scope of the project and the deliverable. In business, the
stakeholder has an idea of the end product, but it is the task of
the business analyst to provide expertise to reach the
stakeholders goal.
Scoring Rubric:
Criteria
Weight
PowerPoint identifies business requirements
50
Slide notes include how business requirements are important to
final deliverable
25
PowerPoint determines specific parameters of the project scope
20
PowerPoint meets minimum slide requirement
5
Total
100%
Module 03 Course Project - Data Retrieval
Objective:
· During this phase in the project students will use the
2014FourthQuarter.xls spreadsheet to retrieve data that will be
used to meet the project deliverable. Students will determine
what data points will provide the required information to move
forward with classification and analysis.
Scoring Rubric:
Criteria
Weight
Spreadsheet only contains necessary fields
50
Spreadsheet has new sheet labeled "Module 03 Explanation"
10
Module 03 Explanation tab includes how fields are useful or
unnecessary for classification of data
35
Spreadsheet submitted as Excel file
5
Total
100%
Module 04 Course Project - Classify and Analyze Data
Objective:
· During this phase in the project students will classify and
analyze the data that is determined necessary to meet the final
project deliverable. Students will sort, group, and filter data to
look for outliers. Students will analyze the data looking for
trends and progression towards noncompliance.
Scoring Rubric:
Criteria
Weight
Paper identifies and explains sales consultants that indicate
progression towards noncompliance
35
Classified, grouped, and filtered data in spreadsheet
35
Highlighted sales consultants in spreadsheet that are
noncompliant
20
Paper meets minimum page requirement
5
Paper is APA formatted with references and citations without
spelling or grammatical errors
5
Total
100%
Module 05 Course Project - Business Report Presentation
Objective:
· During this phase in the project students will prepare a
professional business report presentation. The PowerPoint will
include high level and bullet points along with visual
representation of the data. Students may use graphs, pie charts,
and other visual components to represent their findings.
Scoring Rubric:
Criteria
Weight
PowerPoint identifies outliers
20
PowerPoint identifies sales consultants trending towards
noncompliance
20
PowerPoint contains visual representation of the data
50
PowerPoint meets minimum slide requirement
10
Total
100%
Module 06 Course Project - Business Findings and
Recommendations
Objective:
· During this phase in the project students will prepare a
executive summary of their findings.
Scoring Rubric:
Criteria
Weight
Paper summarizes all findings
35
Paper provides proof of analysis
35
Paper includes business recommendations
20
Paper meets minimum page requirement
5
Paper is APA formatted with references and citations without
spelling or grammatical errors
5
Total
100%
October 2014Sales System NumberDate of SaleExtract
DateSales Consultant IDSC Last nameSC First
NameStateOfficeRegion TerritoryTax Type265801-
201411110/1/1411/1/1435353356RuccoAdriano
FNYMANHATTANNORTHDOWNSTATE NEW
YORKW2265801-201411110/1/1411/1/1466464667WiareCarol
P.GAATLANTASOUTHATLANTA-NORTH
GEORGIAW2315320-
201411110/3/1411/1/1457575758FrankBenjaminFLMIAMIFL/H
ISOUTH FLORIDA1099265980-
201411110/3/1411/1/1475265980ManuterVictorNYMANHATT
ANNORTHDOWNSTATE NEW YORKW2329247-
201411110/5/1411/1/1483748200TravasFrancisco ATXEL
PASOSOUTHSAN ANTONIO1099399053-
201411110/10/1411/1/1426354410SmithDebbieFLMIAMIFL/HI
SOUTH FLORIDA1099407197-
201411110/11/1411/1/1433407197HestonKelly
LARArkansasSOUTHWESTARKANSAS1099407886-
201411110/12/1411/1/1440278386NovaJeremy
SARArkansasSOUTHWESTARKANSAS1099410718-
201411110/13/1411/1/1441107218BusterJacqueline MMSTri-
StateSOUTHWESTMISSISSIPPI1099265005-
201411110/14/1411/1/1426150025JonesJenniferNYMANHATT
ANNORTHDOWNSTATE NEW YORKW2265288-
201411110/20/1411/1/1426354410SmithDebbieFLMIAMIFL/HI
SOUTH FLORIDA1099265440-
201411110/20/1411/1/1426354410SmithDebbieFLMIAMIFL/HI
SOUTH FLORIDA1099265778-
201411110/20/1411/1/1426356778DimitEnriqueFLMIAMIFL/HI
SOUTH FLORIDAW2265758-
201411110/20/1411/1/1426457518HansenVanessaNYMANHAT
TANNORTHDOWNSTATE NEW YORKW2265068-
201411110/20/1411/1/1426520168VegaWilliamNYMANHATTA
NNORTHDOWNSTATE NEW YORKW2265609-
201411110/20/1411/1/1426526109PeriterEugeneNYMANHATT
ANNORTHDOWNSTATE NEW YORKW2265862-
201411110/25/1411/1/1412658262WeareverErickNYMANHATT
ANNORTHDOWNSTATE NEW YORKW2266104-
201411110/25/1411/1/1426161204UarlikeYaniri
ANYMANHATTANNORTHDOWNSTATE NEW
YORKW2265823-
201411110/25/1411/1/1426531823NayenAliciaILCHICAGONO
RTHILLINOISW2330618-
201411110/26/1411/1/1433011618KiteDavid
NKYLOUISVILLESOUTHKENTUCKY1099332509-
201411110/26/1411/1/1433255099YorkAlex
VNYMANHATTANNORTHDOWNSTATE NEW
YORKW2333704-
201411110/28/1411/1/1433233704AmisherAisha
TNYBRONXNORTHDOWNSTATE NEW YORK1099407148-
201411110/28/1411/1/1443207148BushDouglas
BARArkansasSOUTHWESTARKANSAS1099265752-
201411110/30/1411/1/1426325752ReganAndres
ANYMANHATTANNORTHDOWNSTATE NEW
YORKW2265848-
201411110/30/1411/1/1426621106JustinMicah RaeLANEW
ORLEANSSOUTHLOUISIANAW2266106-
201411110/30/1411/1/1426621106JustinMicah RaeLANEW
ORLEANSSOUTHLOUISIANAW2331393-
201411110/31/1411/1/1433135393WilliamsClarence
PKYLOUISVILLESOUTHKENTUCKY1099CriteriaWeightSpre
adsheet only contains necessary fields50Spreadsheet has new
sheet labeled "Module 03 Explanation"10Module 03
Explanation tab includes how fields are useful or unnecessary
for classification of data35Spreadsheet submitted as Excel
file5You don't need sales system dat or extract date. Don't need
Tax Type. Only need one of the office, region or territory. You
deleted number of cancellations, total contracts which are very
important to the policies! - 35 Total65/100%
November 2014Sales System NumberDate of SaleExtract
DateSales Consultant IDSC Last nameSC First
NameStateOfficeRegion TerritoryTax Type265005-
201411111/1/1412/1/1426354410SmithDebbieFLMIAMIFL/HIS
OUTH FLORIDA1099265068-
201411111/2/1412/1/1433407197HestonKelly
LARArkansasSOUTHWESTARKANSAS1099265288-
201411111/2/1412/1/1440278386NovaJeremy
SARArkansasSOUTHWESTARKANSAS1099265440-
201411111/2/1412/1/1441107218BusterJacqueline MMSTri-
StateSOUTHWESTMISSISSIPPI1099329247-
201411111/3/1412/1/1433011618KiteDavid
NKYLOUISVILLESOUTHKENTUCKY1099399053-
201411111/4/1412/1/1433255099YorkAlex
VNYMANHATTANNORTHDOWNSTATE NEW
YORKW2265609-201411111/5/1412/1/1466464667WiareCarol
P.GAATLANTASOUTHATLANTA-NORTH
GEORGIAW2265758-
201411111/5/1412/1/1435353356RuccoAdriano
FNYMANHATTANNORTHDOWNSTATE NEW
YORKW2265778-
201411111/5/1412/1/1426520168VegaWilliamNYMANHATTA
NNORTHDOWNSTATE NEW YORKW2265823-
201411111/5/1412/1/1426152889SmithDebbieFLMIAMIFL/HIS
OUTH FLORIDA1099265862-
201411111/6/1412/1/1426356778DimitEnriqueFLMIAMIFL/HI
SOUTH FLORIDAW2266104-
201411111/7/1412/1/1426354410SmithDebbieFLMIAMIFL/HIS
OUTH FLORIDA1099330618-
201411111/8/1412/1/1426531823NayenAliciaILCHICAGONOR
THILLINOISW2407197-
201411111/10/1412/1/1433233704AmisherAisha
TNYBRONXNORTHDOWNSTATE NEW YORK1099407886-
201411111/10/1412/1/1443207148BushDouglas
BARArkansasSOUTHWESTARKANSAS1099265801-
201411111/11/1412/1/1426526109PeriterEugeneNYMANHATT
ANNORTHDOWNSTATE NEW YORKW2265801-
201411111/12/1412/1/1426457518HansenVanessaNYMANHAT
TANNORTHDOWNSTATE NEW YORKW2265980-
201411111/13/1412/1/1412658262WeareverErickNYMANHATT
ANNORTHDOWNSTATE NEW YORKW2332509-
201411111/15/1412/1/1475265980ManuterVictorNYMANHATT
ANNORTHDOWNSTATE NEW YORKW2333704-
201411111/16/1412/1/1457575758FrankBenjaminFLMIAMIFL/
HISOUTH FLORIDA1099315320-
201411111/17/1412/1/1426161204UarlikeYaniri
ANYMANHATTANNORTHDOWNSTATE NEW
YORKW2407148-
201411111/23/1412/1/1483748200TravasFrancisco ATXEL
PASOSOUTHSAN ANTONIO1099410718-
201411111/27/1412/1/1426621106JustinMicah RaeLANEW
ORLEANSSOUTHLOUISIANAW2265752-
201411111/29/1412/1/1426150025JonesJenniferNYMANHATT
ANNORTHDOWNSTATE NEW YORKW2265848-
201411111/29/1412/1/1433135393WilliamsClarence
PKYLOUISVILLESOUTHKENTUCKY1099266106-
201411111/30/1412/1/1426325752ReganAndres
ANYMANHATTANNORTHDOWNSTATE NEW
YORKW2331393-
201411111/30/1412/1/1426621106JustinMicah RaeLANEW
ORLEANSSOUTHLOUISIANAW2
December 2014Sales System NumberDate of SaleExtract
DateSales Consultant IDSC Last nameSC First
NameStateOfficeRegion TerritoryTax Type265005-
201411112/1/141/1/1526354410SmithDebbieFLMIAMIFL/HISO
UTH FLORIDA1099265288-
201411112/1/141/1/1540278386NovaJeremy
SARArkansasSOUTHWESTARKANSAS1099410718-
201411112/1/141/1/1526621106JustinMicah RaeLANEW
ORLEANSSOUTHLOUISIANAW2265609-
201411112/2/141/1/1566464667WiareCarol
P.GAATLANTASOUTHATLANTA-NORTH
GEORGIAW2265440-
201411112/3/141/1/1541107218BusterJacqueline MMSTri-
StateSOUTHWESTMISSISSIPPI1099266104-
201411112/3/141/1/1526354410SmithDebbieFLMIAMIFL/HISO
UTH FLORIDA1099333704-
201411112/4/141/1/1557575758FrankBenjaminFLMIAMIFL/HI
SOUTH FLORIDA1099331393-
201411112/5/141/1/1526621106JustinMicah RaeLANEW
ORLEANSSOUTHLOUISIANAW2407148-
201411112/6/141/1/1583748200TravasFrancisco ATXEL
PASOSOUTHSAN ANTONIO1099265752-
201411112/6/141/1/1526150025JonesJenniferNYMANHATTAN
NORTHDOWNSTATE NEW YORKW2265823-
201411112/7/141/1/1526152889SmithDebbieFLMIAMIFL/HISO
UTH FLORIDA1099407886-
201411112/8/141/1/1526621106JustinMicah RaeLANEW
ORLEANSSOUTHLOUISIANAW2265801-
201411112/9/141/1/1526526109PeriterEugeneNYMANHATTA
NNORTHDOWNSTATE NEW YORKW2315320-
201411112/9/141/1/1526161204UarlikeYaniri
ANYMANHATTANNORTHDOWNSTATE NEW
YORKW2399053-201411112/10/141/1/1533255099YorkAlex
VNYMANHATTANNORTHDOWNSTATE NEW
YORKW2265778-
201411112/11/141/1/1526520168VegaWilliamNYMANHATTA
NNORTHDOWNSTATE NEW YORKW2265758-
201411112/12/141/1/1535353356RuccoAdriano
FNYMANHATTANNORTHDOWNSTATE NEW
YORKW2265801-
201411112/13/141/1/1526457518HansenVanessaNYMANHATT
ANNORTHDOWNSTATE NEW YORKW2332509-
201411112/14/141/1/1575265980ManuterVictorNYMANHATT
ANNORTHDOWNSTATE NEW YORKW2265068-
201411112/15/141/1/1533407197HestonKelly
LARArkansasSOUTHWESTARKANSAS1099329247-
201411112/19/141/1/1533011618KiteDavid
NKYLOUISVILLESOUTHKENTUCKY1099266106-
201411112/20/141/1/1526325752ReganAndres
ANYMANHATTANNORTHDOWNSTATE NEW
YORKW2265862-
201411112/21/141/1/1526356778DimitEnriqueFLMIAMIFL/HI
SOUTH FLORIDAW2265848-
201411112/22/141/1/1533135393WilliamsClarence
PKYLOUISVILLESOUTHKENTUCKY1099407197-
201411112/23/141/1/1533233704AmisherAisha
TNYBRONXNORTHDOWNSTATE NEW YORK1099330618-
201411112/24/141/1/1526621106JustinMicah RaeLANEW
ORLEANSSOUTHLOUISIANAW2265980-
201411112/30/141/1/1512658262WeareverErickNYMANHATT
ANNORTHDOWNSTATE NEW YORKW2
Module 03 ExplanationModule 03 explanationFields that I will
useEliminated fieldsThe following are the fields that I will use
to determine if the sale consultants are operating within the set
policies.
i. Sale consultant number
ii. Date of sale & extract date
iii. Consultant names
iv. Consultant state
v. Reporting office
vi. Region
vii. Territory
viii. Tax type
Reasons
These fields are important in determination of whether the sales
consultants are in policies for the various reasons. First, the
consultant number and names will help in identifying who the
consultant is. Secondly, consultant state, office, Territory and
region will help me in identifying each consultant the state or
region laws. The dates help in chronological arrangement of
how the consultants have been working. That is, the consistency
of the work. The tax type is as well important as it assist us in
knowing the class of the consultant therefore, they can be easily
studied.
Eliminated fields
Some of the fields that I eliminated that I thought would not be
that useful
i. The number of contracts
ii. Total sales
iii. Total cancelation
Reasons
I believe that these fields have no connection with policies but
rather, they are more of company considerations. For example,
the total sales and the number of cancelation have no direct
relation with policies that governs the operations of the
consultants.
Course Project Rubrics!
Module 01 Course Project - Course Project Overview
Objective:
· During this phase in the project students will read and
understand all provided materials.
Scoring Rubric:
· No Deliverable
Module 02 Course Project - Identify Business Requirements
Objective:
· During this phase in the project students will determine the
scope of the project and the deliverable. In business, the
stakeholder has an idea of the end product, but it is the task of
the business analyst to provide expertise to reach the
stakeholders goal.
Scoring Rubric:
Criteria
Weight
PowerPoint identifies business requirements
50
Slide notes include how business requirements are important to
final deliverable
25
PowerPoint determines specific parameters of the project scope
20
PowerPoint meets minimum slide requirement
5
Total
100%
Module 03 Course Project - Data Retrieval
Objective:
· During this phase in the project students will use the
2014FourthQuarter.xls spreadsheet to retrieve data that will be
used to meet the project deliverable. Students will determine
what data points will provide the required information to move
forward with classification and analysis.
Scoring Rubric:
Criteria
Weight
Spreadsheet only contains necessary fields
50
Spreadsheet has new sheet labeled "Module 03 Explanation"
10
Module 03 Explanation tab includes how fields are useful or
unnecessary for classification of data
35
Spreadsheet submitted as Excel file
5
Total
100%
Module 04 Course Project - Classify and Analyze Data
Objective:
· During this phase in the project students will classify and
analyze the data that is determined necessary to meet the final
project deliverable. Students will sort, group, and filter data to
look for outliers. Students will analyze the data looking for
trends and progression towards noncompliance.
Scoring Rubric:
Criteria
Weight
Paper identifies and explains sales consultants that indicate
progression towards noncompliance
35
Classified, grouped, and filtered data in spreadsheet
35
Highlighted sales consultants in spreadsheet that are
noncompliant
20
Paper meets minimum page requirement
5
Paper is APA formatted with references and citations without
spelling or grammatical errors
5
Total
100%
Module 05 Course Project - Business Report Presentation
Objective:
· During this phase in the project students will prepare a
professional business report presentation. The PowerPoint will
include high level and bullet points along with visual
representation of the data. Students may use graphs, pie charts,
and other visual components to represent their findings.
Scoring Rubric:
Criteria
Weight
PowerPoint identifies outliers
20
PowerPoint identifies sales consultants trending towards
noncompliance
20
PowerPoint contains visual representation of the data
50
PowerPoint meets minimum slide requirement
10
Total
100%
Module 06 Course Project - Business Findings and
Recommendations
Objective:
· During this phase in the project students will prepare a
executive summary of their findings.
Scoring Rubric:
Criteria
Weight
Paper summarizes all findings
35
Paper provides proof of analysis
35
Paper includes business recommendations
20
Paper meets minimum page requirement
5
Paper is APA formatted with references and citations without
spelling or grammatical errors
5
Total
100%

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  • 4. Weight Paper summarizes all findings 35 Paper provides proof of analysis 35 Paper includes business recommendations 20 Paper meets minimum page requirement 5 Paper is APA formatted with references and citations without spelling or grammatical errors 5 Total 100% October 2014Sales System NumberDate of SaleExtract DateSales Consultant IDSC Last nameSC First NameStateOfficeRegion TerritoryTax Type265801- 201411110/1/1411/1/1435353356RuccoAdriano FNYMANHATTANNORTHDOWNSTATE NEW YORKW2265801-201411110/1/1411/1/1466464667WiareCarol P.GAATLANTASOUTHATLANTA-NORTH GEORGIAW2315320- 201411110/3/1411/1/1457575758FrankBenjaminFLMIAMIFL/H ISOUTH FLORIDA1099265980- 201411110/3/1411/1/1475265980ManuterVictorNYMANHATT ANNORTHDOWNSTATE NEW YORKW2329247- 201411110/5/1411/1/1483748200TravasFrancisco ATXEL PASOSOUTHSAN ANTONIO1099399053- 201411110/10/1411/1/1426354410SmithDebbieFLMIAMIFL/HI SOUTH FLORIDA1099407197- 201411110/11/1411/1/1433407197HestonKelly LARArkansasSOUTHWESTARKANSAS1099407886- 201411110/12/1411/1/1440278386NovaJeremy
  • 5. SARArkansasSOUTHWESTARKANSAS1099410718- 201411110/13/1411/1/1441107218BusterJacqueline MMSTri- StateSOUTHWESTMISSISSIPPI1099265005- 201411110/14/1411/1/1426150025JonesJenniferNYMANHATT ANNORTHDOWNSTATE NEW YORKW2265288- 201411110/20/1411/1/1426354410SmithDebbieFLMIAMIFL/HI SOUTH FLORIDA1099265440- 201411110/20/1411/1/1426354410SmithDebbieFLMIAMIFL/HI SOUTH FLORIDA1099265778- 201411110/20/1411/1/1426356778DimitEnriqueFLMIAMIFL/HI SOUTH FLORIDAW2265758- 201411110/20/1411/1/1426457518HansenVanessaNYMANHAT TANNORTHDOWNSTATE NEW YORKW2265068- 201411110/20/1411/1/1426520168VegaWilliamNYMANHATTA NNORTHDOWNSTATE NEW YORKW2265609- 201411110/20/1411/1/1426526109PeriterEugeneNYMANHATT ANNORTHDOWNSTATE NEW YORKW2265862- 201411110/25/1411/1/1412658262WeareverErickNYMANHATT ANNORTHDOWNSTATE NEW YORKW2266104- 201411110/25/1411/1/1426161204UarlikeYaniri ANYMANHATTANNORTHDOWNSTATE NEW YORKW2265823- 201411110/25/1411/1/1426531823NayenAliciaILCHICAGONO RTHILLINOISW2330618- 201411110/26/1411/1/1433011618KiteDavid NKYLOUISVILLESOUTHKENTUCKY1099332509- 201411110/26/1411/1/1433255099YorkAlex VNYMANHATTANNORTHDOWNSTATE NEW YORKW2333704- 201411110/28/1411/1/1433233704AmisherAisha TNYBRONXNORTHDOWNSTATE NEW YORK1099407148- 201411110/28/1411/1/1443207148BushDouglas BARArkansasSOUTHWESTARKANSAS1099265752- 201411110/30/1411/1/1426325752ReganAndres ANYMANHATTANNORTHDOWNSTATE NEW YORKW2265848-
  • 6. 201411110/30/1411/1/1426621106JustinMicah RaeLANEW ORLEANSSOUTHLOUISIANAW2266106- 201411110/30/1411/1/1426621106JustinMicah RaeLANEW ORLEANSSOUTHLOUISIANAW2331393- 201411110/31/1411/1/1433135393WilliamsClarence PKYLOUISVILLESOUTHKENTUCKY1099CriteriaWeightSpre adsheet only contains necessary fields50Spreadsheet has new sheet labeled "Module 03 Explanation"10Module 03 Explanation tab includes how fields are useful or unnecessary for classification of data35Spreadsheet submitted as Excel file5You don't need sales system dat or extract date. Don't need Tax Type. Only need one of the office, region or territory. You deleted number of cancellations, total contracts which are very important to the policies! - 35 Total65/100% November 2014Sales System NumberDate of SaleExtract DateSales Consultant IDSC Last nameSC First NameStateOfficeRegion TerritoryTax Type265005- 201411111/1/1412/1/1426354410SmithDebbieFLMIAMIFL/HIS OUTH FLORIDA1099265068- 201411111/2/1412/1/1433407197HestonKelly LARArkansasSOUTHWESTARKANSAS1099265288- 201411111/2/1412/1/1440278386NovaJeremy SARArkansasSOUTHWESTARKANSAS1099265440- 201411111/2/1412/1/1441107218BusterJacqueline MMSTri- StateSOUTHWESTMISSISSIPPI1099329247- 201411111/3/1412/1/1433011618KiteDavid NKYLOUISVILLESOUTHKENTUCKY1099399053- 201411111/4/1412/1/1433255099YorkAlex VNYMANHATTANNORTHDOWNSTATE NEW YORKW2265609-201411111/5/1412/1/1466464667WiareCarol P.GAATLANTASOUTHATLANTA-NORTH GEORGIAW2265758- 201411111/5/1412/1/1435353356RuccoAdriano FNYMANHATTANNORTHDOWNSTATE NEW YORKW2265778- 201411111/5/1412/1/1426520168VegaWilliamNYMANHATTA
  • 7. NNORTHDOWNSTATE NEW YORKW2265823- 201411111/5/1412/1/1426152889SmithDebbieFLMIAMIFL/HIS OUTH FLORIDA1099265862- 201411111/6/1412/1/1426356778DimitEnriqueFLMIAMIFL/HI SOUTH FLORIDAW2266104- 201411111/7/1412/1/1426354410SmithDebbieFLMIAMIFL/HIS OUTH FLORIDA1099330618- 201411111/8/1412/1/1426531823NayenAliciaILCHICAGONOR THILLINOISW2407197- 201411111/10/1412/1/1433233704AmisherAisha TNYBRONXNORTHDOWNSTATE NEW YORK1099407886- 201411111/10/1412/1/1443207148BushDouglas BARArkansasSOUTHWESTARKANSAS1099265801- 201411111/11/1412/1/1426526109PeriterEugeneNYMANHATT ANNORTHDOWNSTATE NEW YORKW2265801- 201411111/12/1412/1/1426457518HansenVanessaNYMANHAT TANNORTHDOWNSTATE NEW YORKW2265980- 201411111/13/1412/1/1412658262WeareverErickNYMANHATT ANNORTHDOWNSTATE NEW YORKW2332509- 201411111/15/1412/1/1475265980ManuterVictorNYMANHATT ANNORTHDOWNSTATE NEW YORKW2333704- 201411111/16/1412/1/1457575758FrankBenjaminFLMIAMIFL/ HISOUTH FLORIDA1099315320- 201411111/17/1412/1/1426161204UarlikeYaniri ANYMANHATTANNORTHDOWNSTATE NEW YORKW2407148- 201411111/23/1412/1/1483748200TravasFrancisco ATXEL PASOSOUTHSAN ANTONIO1099410718- 201411111/27/1412/1/1426621106JustinMicah RaeLANEW ORLEANSSOUTHLOUISIANAW2265752- 201411111/29/1412/1/1426150025JonesJenniferNYMANHATT ANNORTHDOWNSTATE NEW YORKW2265848- 201411111/29/1412/1/1433135393WilliamsClarence PKYLOUISVILLESOUTHKENTUCKY1099266106- 201411111/30/1412/1/1426325752ReganAndres ANYMANHATTANNORTHDOWNSTATE NEW
  • 8. YORKW2331393- 201411111/30/1412/1/1426621106JustinMicah RaeLANEW ORLEANSSOUTHLOUISIANAW2 December 2014Sales System NumberDate of SaleExtract DateSales Consultant IDSC Last nameSC First NameStateOfficeRegion TerritoryTax Type265005- 201411112/1/141/1/1526354410SmithDebbieFLMIAMIFL/HISO UTH FLORIDA1099265288- 201411112/1/141/1/1540278386NovaJeremy SARArkansasSOUTHWESTARKANSAS1099410718- 201411112/1/141/1/1526621106JustinMicah RaeLANEW ORLEANSSOUTHLOUISIANAW2265609- 201411112/2/141/1/1566464667WiareCarol P.GAATLANTASOUTHATLANTA-NORTH GEORGIAW2265440- 201411112/3/141/1/1541107218BusterJacqueline MMSTri- StateSOUTHWESTMISSISSIPPI1099266104- 201411112/3/141/1/1526354410SmithDebbieFLMIAMIFL/HISO UTH FLORIDA1099333704- 201411112/4/141/1/1557575758FrankBenjaminFLMIAMIFL/HI SOUTH FLORIDA1099331393- 201411112/5/141/1/1526621106JustinMicah RaeLANEW ORLEANSSOUTHLOUISIANAW2407148- 201411112/6/141/1/1583748200TravasFrancisco ATXEL PASOSOUTHSAN ANTONIO1099265752- 201411112/6/141/1/1526150025JonesJenniferNYMANHATTAN NORTHDOWNSTATE NEW YORKW2265823- 201411112/7/141/1/1526152889SmithDebbieFLMIAMIFL/HISO UTH FLORIDA1099407886- 201411112/8/141/1/1526621106JustinMicah RaeLANEW ORLEANSSOUTHLOUISIANAW2265801- 201411112/9/141/1/1526526109PeriterEugeneNYMANHATTA NNORTHDOWNSTATE NEW YORKW2315320- 201411112/9/141/1/1526161204UarlikeYaniri ANYMANHATTANNORTHDOWNSTATE NEW YORKW2399053-201411112/10/141/1/1533255099YorkAlex
  • 9. VNYMANHATTANNORTHDOWNSTATE NEW YORKW2265778- 201411112/11/141/1/1526520168VegaWilliamNYMANHATTA NNORTHDOWNSTATE NEW YORKW2265758- 201411112/12/141/1/1535353356RuccoAdriano FNYMANHATTANNORTHDOWNSTATE NEW YORKW2265801- 201411112/13/141/1/1526457518HansenVanessaNYMANHATT ANNORTHDOWNSTATE NEW YORKW2332509- 201411112/14/141/1/1575265980ManuterVictorNYMANHATT ANNORTHDOWNSTATE NEW YORKW2265068- 201411112/15/141/1/1533407197HestonKelly LARArkansasSOUTHWESTARKANSAS1099329247- 201411112/19/141/1/1533011618KiteDavid NKYLOUISVILLESOUTHKENTUCKY1099266106- 201411112/20/141/1/1526325752ReganAndres ANYMANHATTANNORTHDOWNSTATE NEW YORKW2265862- 201411112/21/141/1/1526356778DimitEnriqueFLMIAMIFL/HI SOUTH FLORIDAW2265848- 201411112/22/141/1/1533135393WilliamsClarence PKYLOUISVILLESOUTHKENTUCKY1099407197- 201411112/23/141/1/1533233704AmisherAisha TNYBRONXNORTHDOWNSTATE NEW YORK1099330618- 201411112/24/141/1/1526621106JustinMicah RaeLANEW ORLEANSSOUTHLOUISIANAW2265980- 201411112/30/141/1/1512658262WeareverErickNYMANHATT ANNORTHDOWNSTATE NEW YORKW2 Module 03 ExplanationModule 03 explanationFields that I will useEliminated fieldsThe following are the fields that I will use to determine if the sale consultants are operating within the set policies. i. Sale consultant number ii. Date of sale & extract date iii. Consultant names iv. Consultant state
  • 10. v. Reporting office vi. Region vii. Territory viii. Tax type Reasons These fields are important in determination of whether the sales consultants are in policies for the various reasons. First, the consultant number and names will help in identifying who the consultant is. Secondly, consultant state, office, Territory and region will help me in identifying each consultant the state or region laws. The dates help in chronological arrangement of how the consultants have been working. That is, the consistency of the work. The tax type is as well important as it assist us in knowing the class of the consultant therefore, they can be easily studied. Eliminated fields Some of the fields that I eliminated that I thought would not be that useful i. The number of contracts ii. Total sales iii. Total cancelation Reasons I believe that these fields have no connection with policies but rather, they are more of company considerations. For example, the total sales and the number of cancelation have no direct relation with policies that governs the operations of the consultants. Course Project Rubrics! Module 01 Course Project - Course Project Overview Objective: · During this phase in the project students will read and understand all provided materials. Scoring Rubric: · No Deliverable
  • 11. Module 02 Course Project - Identify Business Requirements Objective: · During this phase in the project students will determine the scope of the project and the deliverable. In business, the stakeholder has an idea of the end product, but it is the task of the business analyst to provide expertise to reach the stakeholders goal. Scoring Rubric: Criteria Weight PowerPoint identifies business requirements 50 Slide notes include how business requirements are important to final deliverable 25 PowerPoint determines specific parameters of the project scope 20 PowerPoint meets minimum slide requirement 5 Total 100% Module 03 Course Project - Data Retrieval Objective: · During this phase in the project students will use the 2014FourthQuarter.xls spreadsheet to retrieve data that will be used to meet the project deliverable. Students will determine what data points will provide the required information to move forward with classification and analysis. Scoring Rubric: Criteria Weight Spreadsheet only contains necessary fields 50 Spreadsheet has new sheet labeled "Module 03 Explanation" 10
  • 12. Module 03 Explanation tab includes how fields are useful or unnecessary for classification of data 35 Spreadsheet submitted as Excel file 5 Total 100% Module 04 Course Project - Classify and Analyze Data Objective: · During this phase in the project students will classify and analyze the data that is determined necessary to meet the final project deliverable. Students will sort, group, and filter data to look for outliers. Students will analyze the data looking for trends and progression towards noncompliance. Scoring Rubric: Criteria Weight Paper identifies and explains sales consultants that indicate progression towards noncompliance 35 Classified, grouped, and filtered data in spreadsheet 35 Highlighted sales consultants in spreadsheet that are noncompliant 20 Paper meets minimum page requirement 5 Paper is APA formatted with references and citations without spelling or grammatical errors 5 Total 100% Module 05 Course Project - Business Report Presentation Objective:
  • 13. · During this phase in the project students will prepare a professional business report presentation. The PowerPoint will include high level and bullet points along with visual representation of the data. Students may use graphs, pie charts, and other visual components to represent their findings. Scoring Rubric: Criteria Weight PowerPoint identifies outliers 20 PowerPoint identifies sales consultants trending towards noncompliance 20 PowerPoint contains visual representation of the data 50 PowerPoint meets minimum slide requirement 10 Total 100% Module 06 Course Project - Business Findings and Recommendations Objective: · During this phase in the project students will prepare a executive summary of their findings. Scoring Rubric: Criteria Weight Paper summarizes all findings 35 Paper provides proof of analysis 35 Paper includes business recommendations 20 Paper meets minimum page requirement 5
  • 14. Paper is APA formatted with references and citations without spelling or grammatical errors 5 Total 100%