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Published byClarissa Simmons Modified over 9 years ago
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WEB-BASED DEAL LOG DATABASE PROJECT REVIEW Presented to SHEPHERD VENTURES By Sylvia Szubrycht
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Company overview Shepherd Ventures – a San Diego VC firm Investing in growth companies: - located in Southern California - that need first or later stage of funding - Life Sciences or Information Technology - must have working product or prototype - must be referred
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Current Situation Receives an average of 200 proposals monthly Proposals must be prescreened for recommendation and logged into the database by an Investment Analyst Currently using Microsoft Access Database Database controlled by Analyst only (no LAN) Nobody else has remote access to the database Manual Logging process takes 20 hours monthly
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Problem Statement Current deal log database is not effective because: - Analyst prioritizes analysis and due diligence - Backlogs do not allow accurate, timely reporting - Partners are too busy to forward BP to Analyst - Partners have no access to database to make sure that the company has not been reviewed yet by another partner
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Project Objectives Create a web-based Deal Log application with SQL backend that will: Provide real time deal flow tracking, searching, monitoring and reporting Be accessible to authenticated Shepherd users Improve effectiveness and accuracy Integrate historical Microsoft Access data Improve efficiency by automating manual procedures
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Cost/Benefit Efficient/Effective identification of qualified companies Eliminate opportunity cost of Analyst’s work Remove backlogs – accurate reporting for LPs Real time data – everybody SV can access at anytime Eliminate costs associated with duplication of analysis
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Feasibility Technical: MySQL free database, Microsoft data converted into SQL no problem Number of hours Cost per hour Cost Software Developer120$80$9,200 Investment Analyst2$45$90 Shepherd Ventures Partner 3$96$288 Total $9,578 Economic: Analyst’s time cost 240h x $45 = $10,800 Operational: SV will use it if made to requirements
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Requirements Analysis Online questionnaire to be filled out by a company - form available on a company’s website Info analyzed by program, flag opportunities by qualify/disqualify for automatic rejection or review System sends updates to Analyst Database will categorize by stage, location, sector Searching, reporting, charting features, & statistical info Easy to operate, fast, updatable for future enhancements
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Measures of Success Success criteria: To be completed on time (120 hrs or 3 weeks) To be functional without errors Project will be considered failure if criteria are not met
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Design/Development/Testing Implementation & Training Functionality Blue Print PHP language codes User interface screens Presentation of beta version for SV review/adjustments Final Testing/Debugging Installation on a server Launching online Delivery of documentation of operational aspects Training SV staff
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Conclusion One time cost $9,578 Payback less than 11 months (current cost $10,800 annually) Completion: max 3 weeks Project objectives achieved – backlogs, reporting, remote searching, prescreening process shortened Improved efficiency and effectiveness of deal log process Maintenance & hosting costs - additional $15/month KEY DELIVERABLES: Beta version of deal log functionality by 2 nd week (or 85hrs) Delivery and installation of software by 3 rd week (or 120 th hrs) Documentation to be delivered at the time of training
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