RMIT Business Analyst Champion

Season 2

ROUND 1
CASE STUDY
 CASE STUDY PURPOSES

The aim of Round 1 is to help participants have an overview of the Business Analytics’ role in the
Finance function of an FMCG company.

Through the case study, participants are expected to explore their ability in analyzing data,
generating insights, and giving recommendations on a business problem. The ability of slide
illustration, data story-telling, and critical thinking are also tested by requiring participants to
submit their answers in PowerPoint format.

*The case study is designed for the purpose of this competition only. All the provided datasets
and companies’ names do not represent any real cases. The given businesses are NOT affected
by the COVID-19 pandemic.

Case Study Purposes | Submission Guidelines > Business Background > Business Questions > Marking Criteria > Terms Explanation | Contacts
 SUBMISSION GUIDELINES

• Description: Your team will have 87 hours to analyze and uncover insights from the given datasets.
Subsequently, you must provide appropriate recommendations to help the company improve its
performance (external sources could be used to support your arguments; in that case, proper references
should be provided). You are required to submit your answers in:

ü A PowerPoint or PDF File presenting your key analysis and recommendations without calculations. The
maximum number of slides is 20 slides (including cover page, executive summary, divider page, ending
page; excluding references and appendices). For each extra slide, 5% of the total mark will be
deducted.

ü An Excel File demonstrating the required calculations and data tables. For details of the Excel
submission, please refer to the file “Round 1 Dataset”, especially the “Excel Submission Notes” Sheet.

Case Study Purposes | Submission Guidelines > Business Background > Business Questions > Marking Criteria > Terms Explanation | Contacts
 SUBMISSION GUIDELINES

• Submission Details:
ü Only Team Leader can submit the work.
ü Each team only has ONE CHANCE of submission. In the scenario when a team submits more
than once, the RBAC Organizers will only grade the first submission.
ü The slides should follow the given template and contain these required parts: a cover page, an
executive summary & your answers.
• Please name your files as: Your Team Name_R1_RBAC2021
Please submit your team files via this submission form: https://bit.ly/RBAC_R1SubmissionForm
• Deadline of submission: 23:59, Thursday 28 October 2021

Case Study Purposes | Submission Guidelines > Business Background > Business Questions > Marking Criteria > Terms Explanation | Contacts
 BUSINESS BACKGROUND

SP Company (SP Co.) is one of the leading companies in the FMCG industry, which provides many
beverage products with high quality. The company offers 8 product types based on the beverage
characteristics, including:

• RGB CF - Returnable Glass Bottle Cold Fill • PET CF – PET Cold Fill
• RGB HF - Returnable Glass Bottle Hot Fill • PET HF – PET Hot Fill
• CAN CF – Can Cold Fill • Water
• CAN HF – Can Hot Fill • PMX – Post Mix

In the Vietnamese current market, there are 3 main competitors of SP Co. which are Delight, Icy &
Drink Biz.

Case Study Purposes | Submission Guidelines > Business Background > Business Questions > Marking Criteria > Terms Explanation | Contacts
 BUSINESS BACKGROUND
This year, a new CFO has been appointed to continue maintaining and strengthening the good
performance of SP Co. To understand the current position of the company, he requires to have a
review of SP Co. Financial Performance in the last 3 years with a clear explanation. He also wants you
to evaluate the company’s position in the market and give recommendations for the following years.

As an Analyst in the Finance department, you are expected to achieve 3 objectives:

• Identify the trends in gross revenue of SP Co. in Year 3.

• Evaluate the financial performance of SP Co. in the past 3 years.

• Evaluate the SP.Co’s position in the market and give recommendations for its improvement.

Case Study Purposes | Submission Guidelines > Business Background > Business Questions > Marking Criteria > Terms Explanation | Contacts
 BUSINESS QUESTIONS

Case Study Purposes | Submission Guidelines > Business Background > Business Questions > Marking Criteria > Terms Explanations | Contacts
 IDENTIFY THE TRENDS IN GROSS REVENUE
OF SP CO. IN YEAR 3 (Y3)

Identify the key factors contributing to the gross revenue of

SP Co. in Y3, such as time period, product types, etc.*
Q1 *You are recommended to analyze 3-4 factors in this question.

Given that gross revenue increased by 1% in Y3 compared to

Y2. Clarify the impact of Sales Volume, Product Mix & Price on
this increase by using the Variance Analysis framework**.
Crack
The Cube **Given: Gross Revenue = Sales Volume (raw cases) x Unit Price ($/ raw case)
The table of calculations for this question is required to be demonstrated in your Excel file.

Case Study Purposes | Submission Guidelines > Business Background > Business Questions > Marking Criteria > Terms Explanations | Contacts
 EVALUATE THE FINANCIAL PERFORMANCE
OF SP CO. IN THE PAST 3 YEARS

Prepare the Profit & Loss (P/L) Statement for Y1 to Y3

following the given structure in the P&L - SP Co. sheet*.
Q2 Thi
*This answer is required to be demonstrated in your Excel file and should not be
demonstrated on your PPT/PDF slides.

Although Net Revenue (NR) in Y3 reduced by 0.45%

compared to Y2, the NOPBT was better than the past two
years. Which 3 main factors contributed to the increase in the
Crack NOPBT performance? Please provide detailed explanations.
The Cube

Case Study Purposes | Submission Guidelines > Business Background > Business Questions > Marking Criteria > Terms Explanations | Contacts
 EVALUATE SP CO. POSITION IN THE MARKET
AND PROPOSE STRATEGY FOR GROWTH

Q3 Evaluate the financial performance of SP Co. when

compared with other competitors including Delight, Icy &
Drink Biz. Please provide at least 3 recommendations to
help SP Co. stay competitive with its rivals in the
upcoming years*.

Build The *You may use all the given datasets to support your arguments.
Blocks

Case Study Purposes | Submission Guidelines > Business Background > Business Questions > Marking Criteria > Terms Explanations | Contacts
 MARKING CRITERIA
Question 1, 2 and 3 are equally weighted.

20% 35%
Data preparation & precision Data analysis & insights
• Organize and present data in a neat format. • Provide clear and precise problem statements to
• Use proper data cleaning and manipulation address the business questions.
techniques to ensure data integrity, accuracy, • Demonstrate excellent problem-solving capability by
and uniformity. identifying relevant and actionable items for the
• Use and present proper formulas and given situation with good explanations.
calculation techniques/models in the Excel file. • Use data precisely and thoughtfully during the
problem-solving process.
• Synthesize the numbers to provide logical and
critical insights to the business with strong backup
on them.

Case Study Purposes | Submission Guidelines > Business Background > Business Questions > Marking Criteria > Terms Explanations | Contacts
 MARKING CRITERIA

20% 25%
Data visualization Recommendation
& slide presentation
• Pick the suitable charts for each dataset and message. • Give data-informed recommendations with in-
• Keep the chart precisely informative, highly insightful, depth analysis.
and easy-to-understand for the audience. • Tailor the recommendation regarding the
• Choose suitable colors, numbers, and texts to company's capabilities.
articulately depict the key messages without • Ensure the recommendations are creative yet
overwhelming the audience. relevant to the business, feasible to implement,
• Present the slide in a well-structured, logical, and easy- and having measurable results within a
to-follow format with a good balance between texts particular period of time.
and elements. • Provide evaluations on the recommendations
(pros and cons).

Case Study Purposes | Submission Guidelines > Business Background > Business Questions > Marking Criteria > Terms Explanations | Contacts
 TERMS EXPLANATIONS

Term Explanation
Sales in (Million Rcs) Sales volume (per million raw cases)

D&A - Discount and

Total discount on/ off-invoice, display programs and CDA expenses
Allowance

COSG - Cost of Goods Sold

Variable Manufacturing Direct labor cost, DO for Boiler, Electricity, Chemical, and Co-packing fee

Raw materials Concentrate, Sugar, FCOJ, Pulp, CO2…

Packaging Can, Bottle, Closure, Crown, Label, Carton…

Others Stock Provision/ Stock Write-off/ Other Direct Costs

Indirect labor cost, Depreciation, Rental, R&M for Manufacturing, QC/QA
Fixed Manufacturing
cost…

Case Study Purposes | Submission Guidelines > Business Background > Business Questions > Marking Criteria > Terms Explanations | Contacts
 TERMS EXPLANATIONS
Term Explanation
Selling & Distribution

Warehouse Warehousing costs (Internal/ External), forklifts

Primary Transportation Transportation cost from Plant to DC Warehouse

Delivery Transportation Transportation cost from DC Warehouse to Distributors

Selling Selling operation cost (GTM/ DCR salary…)

A&M - Advertising and

Media/ Producing TVC cost, branding, merchandising, TOT…
Marketing

G&A - General &

Overhead costs of back office
Administration

Other Income/ Expense Scrap sales/ disposal fixed assets…

NOPBT Net Operating Profit Before Tax

Case Study Purposes | Submission Guidelines > Business Background > Business Questions > Marking Criteria > Terms Explanations | Contacts
 CONTACTS
Hotline

0333 112 680 (Ms Lien Huong)

0906 674 553 (Ms Minh Nhien)

Fanpage

https://www.facebook.com/RBAChampion

Email

[email protected]

Case Study Purposes | Submission Guidelines > Business Background > Business Questions > Marking Criteria > Terms Explanations | Contacts