Reference no: EM132973644
Background and Context:
Creative Accounting is an accounting consulting and services company established in 2008, with the aim of providing accounting and taxation advice and services to individuals and businesses in Sydney, Australia. The company is based in Sydney CBD and employs a team of approximately 16 accounting professionals managed by two partners. Services cover areas such as business consultation and advice, business planning, tax preparation, BAS preparation, bookkeeping services, financial accounts preparation and reporting, and auditing.
For the last few years, the company has been using a custom-built accounting software package that has worked well for delivering companies services. The company has over 50 permanent clients and approximately 10 new clients each year.
However, with the advent of new technologies, and with a view to provide mobile accounting and computing solutions to its business clients, the company has increasingly become aware of the need to implement new technological solutions. In particular, the company aims to;
- Allow their client to submit their financial data and information online
- Allow clients to access their data anywhere anytime
- Sharing of reports and data
- Clients able to have an overview of their business financial position in real-time
- Increased productivity and security
With the above aims, the company has set up a project team to investigate and suggest viable solutions. The company requires that;
- All new projects are based on a business case
- Project must justify the business needs and benefits
- Project Manager must approve all the new projects
- A cost-benefit analysis must justify the new implementation/change
- Risk must be highlighted and discussed
- At least two proposed solutions with the relevant information must be proposed
- A preliminary budget must be prepared for the propose change
- A briefing and training session must be conducted as part of implementation
Please explain roleplay in this case: (so I could learn how to make a report)
1) Conduct a meeting with the Project Manager and provide summary meeting points in the report
2) Prepare a Needs Analysis, which will include:
- Over of company operations and specific operational requirements
- Analysis of current technological environment and future needs
- Technological needs to achieve the aims/ goals
- Suggest viable solutions