Data Analytics & Advisory Services Ann C. Dzuranin, PhD Associate Professor, Accountancy Northern Illinois University 2016 Deloitte Foundation/FSA Faculty Consortium. Copyright 2016 Deloitte Development LLC. All rights reserved. The right to use this material without explicit written permission is hereby granted to faculty in connection with classroom use and other educational endeavors of a not for profit nature. 5/21/2016

Session Overview Introduction – Case Overview (10 minutes) Exercise I – Critical Thinking (15 minutes) Exercise II – Data Analysis and Visualization (30 minutes) Exercise III – Presentation (20 minutes) Discussion & Wrap Up ( 10 minutes) 2016 Deloitte Foundation/FSA Faculty Consortium. Copyright 2016 Deloitte Development LLC. All rights reserved. The right to use this material without explicit written permission is hereby granted to faculty in connection with classroom use and other educational endeavors of a not for profit nature. 5/21/2016

Case Overview Data – Fictitious data was created based on typical Automotive Industry information and does not represent any companies actual performance – Does not represent any specific client data Case – Based on common strategic decisions that companies are evaluating in the Automotive Industry. 5/21/ Deloitte Foundation/FSA Faculty Consortium. Copyright 2016 Deloitte Development LLC. All rights reserved. The right to use this material without explicit written permission is hereby granted to faculty in connection with classroom use and other educational endeavors of a not for profit nature.

Learning Objectives Identify problems and consider alternative solutions Select data and methodology needed to make decisions Apply appropriate technology 5/21/ Deloitte Foundation/FSA Faculty Consortium. Copyright 2016 Deloitte Development LLC. All rights reserved. The right to use this material without explicit written permission is hereby granted to faculty in connection with classroom use and other educational endeavors of a not for profit nature.

Exercise I: Critical thinking Split into groups of 5 people. Meet with your team members and do the following: – Review the Excel file: Huskie_Motor_Corporation_Student_Version_FSA. – Review the Automotive Industry Background Information provided in the “Auto Industry Analysis” folder. Your team should discuss the following: – What is the purpose of this analysis? – What is the key question, problem, or issue? – What data will be needed to answer the key question/problem/issue? – What are the relevant key concepts? – What assumptions are we making? 2016 Deloitte Foundation/FSA Faculty Consortium. Copyright 2016 Deloitte Development LLC. All rights reserved. The right to use this material without explicit written permission is hereby granted to faculty in connection with classroom use and other educational endeavors of a not for profit nature. 5/21/2016

Exercise II: Data Analysis Your team should answer the following questions using the Tableau file “HMC_Tableau_FSA” and/or the Excel above. Overall Performance Analytics: – How is HMC performing globally? – How are various HMC brands performing? – How are the various sales channels performing? – What are the most & least profitable models? Financial Analytics: – What is the current contribution cost per model? – What is the average change in cost per model? – What is the current contribution margin and sales volume per channel? 2016 Deloitte Foundation/FSA Faculty Consortium. Copyright 2016 Deloitte Development LLC. All rights reserved. The right to use this material without explicit written permission is hereby granted to faculty in connection with classroom use and other educational endeavors of a not for profit nature. 5/21/2016

Exercise II - Continued Operations Analytics – What model options are the top and bottom sellers? – How many days on the lot are the various models? Forecast: – Sales Volume (Q – Q2 2016) – Contribution Margin (Q – Q2 2016) 2016 Deloitte Foundation/FSA Faculty Consortium. Copyright 2016 Deloitte Development LLC. All rights reserved. The right to use this material without explicit written permission is hereby granted to faculty in connection with classroom use and other educational endeavors of a not for profit nature. 5/21/2016

Exercise III - Presentation Your team should elect a representative to present your answers to Exercises I & II. Five teams will be randomly chosen to present their findings Deloitte Foundation/FSA Faculty Consortium. Copyright 2016 Deloitte Development LLC. All rights reserved. The right to use this material without explicit written permission is hereby granted to faculty in connection with classroom use and other educational endeavors of a not for profit nature. 5/21/2016

How to use the case In class discussion Group project Individual project 2016 Deloitte Foundation/FSA Faculty Consortium. Copyright 2016 Deloitte Development LLC. All rights reserved. The right to use this material without explicit written permission is hereby granted to faculty in connection with classroom use and other educational endeavors of a not for profit nature. 5/21/2016

How I used the case… Final Exam (take home): You should prepare a business report formatted as follows: Title Page Executive summary (1 page max) – Clear and concise information about the problem you are analyzing – Main points, conclusions and recommendations (Use bullets or numbered lists to highlight important points). Introduction (1 or 2 paragraphs) Main Body (2 pages) – Follow the order of the questions above. – A paragraph about the relevance of the findings can be included in each section. Data Tabulations/Visualizations – These should support your findings in the main body. – You may include these within the main body if you prefer. Recommendations (1 – 2 paragraphs) 5/21/ Deloitte Foundation/FSA Faculty Consortium. Copyright 2016 Deloitte Development LLC. All rights reserved. The right to use this material without explicit written permission is hereby granted to faculty in connection with classroom use and other educational endeavors of a not for profit nature.