Integrated CRM and Accounting Data Management with a Focus on KPI Analysis

The aim of this project is to streamline and enhance our data management approach between CRM systems, spreadsheets, and QuickBooks, with an emphasis on tracking, visualizing, and analyzing Key Performance Indicators (KPIs) as well as our general financial data to enhance business decision-making.

Financial Business Plan

We are excited to be launching a new business, Will2Well In person Gym. With any launch, having a financial plan is one of the keys to success, and we would like to involve students in creating one for our new venture. This will involve several different steps for the students, including: Learning about our business strategy from various employees to become familiar with our goals, mission, and products. Creating forecasts using Excel (or another financial software) for sales in the first year of operation as well as an income projection (conservative and aggressive). Working with our team to develop an expense budget. Conducting a break-even analysis timeline using financial projections. Reporting on projected assets and liabilities. Including visual comparisons such as graphs and charts to show the differences between the conservative and aggressive income projection.

Comprehensive Business Plan for Will2Well Inc.

The goal of this project is to create a comprehensive business plan for Will2Well Inc. The plan should include evaluating market attractiveness, internal capabilities, and external risks. It should also include assessing various business strategies, formulating a mission, vision, goals, and business objectives, and outlining detailed strategies for key functional areas like marketing, operations, finance, human resources, and leadership.

Grant Writing

Our organization is interested in addressing societal issues and supporting social causes. However, we are currently facing funding challenges. We would like to collaborate with students to find and complete grant applications. This will involve several different steps for the students, including: Familiarizing themselves with our vision statement and a project we have defined. Developing a needs statement that characterizes the community problem and justifies the need for our project and funding. Identifying potential sponsors and funding opportunities that are a good fit for our organization and project. Improving the clarity and persuasiveness of our company's grant proposal writing. Bonus steps in the process would also include: Identifying new opportunities for community projects.