How to become world class Business Analyst - Cases in Excel
4.3 (280 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
3,397 students enrolled

How to become world class Business Analyst - Cases in Excel

Practical guide how to do business analysis in Excel especially of sales and operations
4.3 (280 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
3,397 students enrolled
Created by Asen Gyczew
Last updated 7/2020
English
English [Auto]
Current price: $132.99 Original price: $189.99 Discount: 30% off
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This course includes
  • 8.5 hours on-demand video
  • 3 articles
  • 94 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Kill any discussion with solid data analyses
  • Do the analyses 10x faster
  • Structure complex problems and solve them in Excel
  • Perform the analyses in a very effective manner
  • Understand the main challenges in analyzing different aspects in sales, marketing and operations
  • Build business models for e-commerce, service companies and B2C services
  • You will get ready made examples of complex analyses from top-notch consulting companies
  • You will learn what kind of analyses can be performed during a management consulting project
Requirements
  • Basic or intermediate Excel
Description

What is the aim of this course?

This course will help you drastically improve your knowledge and skills in business analysis through a series of practical cases. It is designed for people who want to become business analyst or do a lot of business analyses at their work. It is based on my 14 years of experience as a consultant in top consulting companies and as a Board Member responsible for strategy, improvement and turn-arounds in biggest companies from FMCG, SMG, B2B sector that I worked for.  On the basis of what you will find in this course I have trained over 100 business analysts who now are Investment Directors, Senior Analyst, Directors in Consulting Companies, Board Members etc. On top of that my courses on Udemy were already taken by more than 51 000 students including people working in EY, Walmart, Booz Allen Hamilton, Alvarez & Marsal, PwC, Dell, Walgreens and many others.

I teach through cases so most of the lectures will be a case study showing some business problem solved in Excel. To every lecture you will find attached  (in additional resources) the Excel shown the specific business analysis shown in the Lecture. Thanks to this as a part of this course you will also get a library of ready-made business analyses that can, with certain modification, be applied by you in your work. Every business analysis show in this lecture is easy to edit and adjust to your need. The analysis are taken from real life management consulting projects


Why I decided to create this course?

The companies I have worked with so far as a Board Member (I am usually, Chief Restructuring Officer VP responsible for Strategy and Development) still have huge problem with proper analyzing intermediate and advance issues – they are usually preoccupied by current activities and have close to no time for  business analysis and strategic decision. Moreover, they do not know how to approach many subject from the analytical point of view to make sure that they are taking the right decision. Therefore, quite often they hire consultants who in turn lack the practical knowledge and experience. This course is my small contribution to improving both consulting as well operational and strategic analyses in FMC, SMCG, B2B companies including also on-line models like e-commerce, SaaS, marketplaces.


In what way will you benefit from this course?

The course is a practical, step by step guide loaded with tones of analyses, tricks, hints that will significantly improve the speed with which you do the business analyses as well as the quality of the conclusions coming out of available in your company data. Every business analysis is well described and presented in a form of Excel, attachted to the lecture. There is little theory – mainly examples, a lot of tips from my own experience as well as other notable examples worth mentioning. Our intention is that, thanks to the course, you will know:

  • How to analyze different aspect of sales, marketing, operations?

  • How to draw conclusions from those analyses – both for current operations as well  ase strategic ones?

  • How to be efficient in your work as analyst?

  • How to build Excels and Power Points so that it is understandable for you and your team, even after some time?

  • Chose the right business analysis to identify problems and opportunities

You can also ask me any question either through the discussion mode or by messaging me directly.


How the course is organized?

The course is divided currently in 5 sections and will be adding new section to address other important issues. Currently you will find the following sections:

  • Introduction. We begin with little intro into the course as well as some general info on the role of business analyst – what skills, education, knowledge is required from you and what are the available career paths for you

  • Tools. In the second section we briefly go through main tools and concepts for business analysts. We devote some time to the most popular ones: Excel an Power Point

  • Business modelling - example of analyses. On some occasion you analyze the whole business to see what is the logic behind. Here we show how to prepare the model in Excel for some of the business models

  • Sales & Marketing. Analyzing the market, sales activities and efficiency, potential for expansion are one of the most typical tasks set for business analyst. Here I provide you with plenty of practical real-life examples of problems and solutions. Every business analysis also shows you the potential for increased sales or margin.

  • Operations. Quite often the business performance depends on Operational Excellence. In this section we will show you examples of analysis form logistics, production, production planning, and other supply chain issues. Every business analysis here will show you possible savings or opportunity to increase capacity.

You will be able also to download many additional resources

  • Excels with analyses shown in the course

  • Presentation of slides show in the course

  • Links to additional presentations and movies

  • Links to books worth reading

  • Every business analysis is well described, available as a dowloadable Excel file and can be easy modify to meet your needs

Who this course is for:
  • Business analysts
  • Researchers
  • Controllers
  • Consultants
  • Small and medium business owners
  • Startup founders
  • Students considering entering management consulting
Course content
Expand all 161 lectures 08:22:04
+ Introduction
5 lectures 08:39

In this lecture we will explain why it makes sense to take the course, what you will get out of it and what you should look forward to. We will also explain the logic we used to build the course

Preview 01:25

I will show you how the course is organized

Preview 01:07

Here we will explain who is business analyst, what are the available career pahts to them and what kind of skills are required to become one. We will also briefly talk about what you should gradeatue to have a bigger chances of becoming business analyst

Preview 02:58

Here I will show you what to do if a blurry image appears

What to do if a blurry image appears
02:04

Here I will show you how to find additional resources attached to the coruse like Excel files, presentations, links etc.

How to find additional resources
01:05
+ Main tools and techniques used by Business Analyst
38 lectures 01:59:15

Here I will show you what you will learn in this section

Preview 00:53

Here I will show you the main rules for Excel files that I recommend using when you are doing your analysis in Excel. This will help you create things understood by others that you can reuse for other projects

Preview 04:11

In the next few lectures we will repeat the Excel functions that will be useful later when we will be solving case studies. We will discuss the following sections:

  • VLOOKUP

  • HLOOKUP

  • MATCH

  • IF
    IFERROR

  • Pivot Tables

If you are familiar with that you can skip these lectures and move on to management consulting tools and techqniues

Enjoy the content and if you have any questions please let me know!

Excel – Main functions you should master
00:55

In this lecture we show you what you can use the VLOOKUP function for. It is one of the most widely used function that simplifies a lot of things

What you can use the VLOOKUP for?
01:37

We start with basic VLOOKUP Usage just to show you the flavor and basic construction of VLOOKUP.

Basic VLOOKUP usage
03:20

We start with basic VLOOKUP Usage just to show you the flavor and basic construction of VLOOKUP.

Some comments on basic VLOOKUP
01:58

VLOOKUP can be used to assig categories. This helps you easily by creating rules divide data into segments, cohorts and analyze them, draw conclusions

How to assign categories using VLOOKUP?
02:58

HLOOKUP is a cousin of VLOOKUP. It is not that often used independently but has some serious application when combined with VLOOKUP

How to use HLOOKUP?
01:37

In this lecture I will show you how to assign categories using VLOOKUP and MATCH. You have the categories described in the matrix and you want to use them

How to assign categories based on 2 criteria using VLOOKUP and MATCH function?
03:52

In this lecture I will show you how to assign categories using VLOOKUP and HLOOKUP. MATCH can be used as alternative to the HLOOKUP

How to assign categories based on 2 criteria using HLOOKUP and VLOOKUP function
02:44

IF function can be very problematic. I will show you in this lecture why is not always the best choice

Why NOT to use IF function
01:56

We start with showing you how to use IF function

How to use if function?
01:42

In many cases IF can be replaced successfully with VLOOKUP. I will show you how to do it and what are the benefits

How to use VLOOKUP instead of IF function?
03:45

In some cases you need to use IFERROR. It can be used as a replacement for IF or independently

How to use IFERROR function?
02:11

Sometimes make sense to use MIN and MAX instead of IF. I will show you how and when to do that

How to use MAX and MIN instead of IF function
04:08

We start with basic usage of pivot tables

Pivot tables - introduction
05:28

Power Pointe presentation is the second most important tools to be used by Business Analyst in his work. After all it is not only important to analyse data and draw conclusions but also to show them in a nice manner to decision makers. Here you will learn basic rules on how to build your Power Point deck in fast and easy manner. You will see also some examples of good and bad slides. There are many advanced tools for presentation (i.e.) Prezi. Still Power Point is the most often used and widely accepted

Power Point - how it should be used by business analyst
05:18

In this lecture you will get to know our favorite method for first rough estimation – the bottom-up method. We give you also 2 examples with Excel calculation how to use it.

Preview 07:53

Top-down is the little brother of bottom-up approach – not used that often but still very useful for re-segmenting the market (niche an low cost strategy)

Top-down approach
03:45

Imagine that you have to estimate the costs of the wedding to help Tomasz plan his wedding. Use for that the bottom-up approach. We will use this case study to see how bottom-up approach works in practice

Estimating the costs of a wedding – Introduction
01:10

In this lecture I will show you the solution to previously introduced case study

Estimating the costs of a wedding – Partial Solution
05:09

In this lecture I will show you the solution to previously introduced case study

Estimating the costs of a wedding – Excel Part 1
02:38

In this lecture I will show you the solution to previously introduced case study

Estimating the costs of a wedding – Excel Part 2
02:58

In this lecture I show the backward thinking /induction. This approach enables you to design the whole process, company on the bases of the expected outcome

Backward logic
02:43

Let’s try to put the backward reasoning to practice. In this case study we will use it to decide what effort has to be done to 10x the current business. A few information about the retailer

  • He has currently 100 stores. Each store sales are equal to EUR 2 M

  • He wants to 10x the business up to Year 5

  • Estimate what LFL growth he must get and how many stores he must open

  • Assuming EUR 1 M per store estimate the Capex

  • Estimate how many people he has to recruit assuming 6 people per store

Backward logic based decisions – Case Introduction
01:03

In this lecture I will show you how to solve the case shown in the previous lectures 

Backward logic based decisions – Solution
04:10

Backward logic can be used in many situations. Below some of them

  • You have a clear goal in the future but not a clear path towards it

  • You want to estimate the pace needed to reach the goal

  • You want to check the implications for you or your department

  • You want to see what are the limitations preventing you from reaching the goal

  • You want to see whether the goal is not too ambitious

  • You want to see whether the goal does not require too big resources

Backward logic based decisions – When it makes sense to use it
02:14

In many cases you can get high end result from compounding effect in time or by getting small improvements in many areas. In this lecture I will explain the concept

Preview 01:52

Issue tree is a simple yet powerful concept used in consulting for structuring discussion and picking the right topics to concentrate on. In this lecture I will show you the principles of using it as well as a practical example

Preview 01:44

In this lecture I will summarize what kind of examples of issue treess we will present in the next few lectures

Issue tree – Examples Introduction
00:53

Here I will show example of an issue tree in Logistics

Issue tree – Logistics
01:42

Here I will show example of an issue tree in Retail

Issue tree – Retail
03:47

Here I will show you ana example of Isse tree in FMCG

Issue tree – FMCG
04:41

Opportunity tree is a tool that you can use to generate new ideas to improve your business by looking at main drivers of your business

Opportunity Tree
03:19

We show here how to use the so called OEE (Overall Equipment Efficiency) Analysis that shows you how efficient you are in using your resources. It is very useful for checking whether you use well machines and equipment

OEE and OLE
03:10

If you want to understand well a business you have to be able to identify the cost drivers that shape the business model. In this lecture I will show you how to do that

Cost drivers
02:32

In every company you have bottlenecks that limit your ability to go forward and deliver more goods and services. Here I will show you how to estimate what is the impact for the whole system and how you can remove improve them. I will use simple production example to show you the effect on the whole system. You will see how the bottleneck can shift from 1 shift to another. You will also learn how to prioritize where it make sense to invest to get the best results.

Before doing this lecture I strongly encourage you first to take the OEE lecture – we use the OEE concept here so if you are not familiar with it please start with OEE lecture as a warm-up.

Theory of constraints and bottlenecks
03:14

As the course is design in such a way to simulate real project in this part we will talk about how you should prepare yourself once you know that you will participate in a project. This lecture will also introduce you to some consulting concepts which will make your life during the project much easier. Attached please find an example of issue tree

Preparation for consulting project and Issue Tree
10:05
+ Business modeling - example of analyses
11 lectures 01:10:49

I will show you what you will master in this section

Preview 01:33

In this lecture you will get insight into the business model of different e-commerce companies. E-commerce businesses group is very diversified so we will try to show the similarities and the differences between concepts.. You will learn here the definition of this business model, see some examples of companies using this business models. You will also understand what really matters in this sort of business, what KPIs you should look at and what values you can expect.

Preview 20:58

In this Lecture I will go through a business model of e-commerce and show you how you can model the behavior of the customer, acquisition methods and margins in Excel. Attached to this lecture you will find the file that I show in the video so download it and go through it. You can use it to model the e-commerce business you are analyzing

E-commerce business model - Excel example
09:11

Excel gives you great opportunities to calculate whether your idea makes sense or not. For this you will use the knowledge you have gathered in the previous lectures on your concept, location and your customers. Excel is obviously less emotion than you and the model you will create here can be used as a cornerstone of your business plans. It shows also to banks and potential investors what is your cash flow. We start with a simple model so you can understand it and learn how to use it. 

Business model of a restaurant in Excel - basic model
09:11

In this lecture we make more advanced model. We introduce the traffic parameter and show how it is converted first into people that are engaged (stop and enter your restaurant) and later into customers (they buy something from you). Here we will be operating on 2 customer groups: first one eats at the restaurant; second one comes for take-aways. For both customer groups we calculate separate conversion rates and Average ticket (ATV). We still here show you a business model for a 1 restaurant

Business model of a restaurant in Excel - advanced model
08:58

Finally we show you how to model in Excel a restaurant chain.

Restaurant chain - how to model it in Excel?
07:05

Before I show you the model in Excel I want to present you in this lecture the overall logic

Preview 02:26

I show you in the lecture the model of the consulting firm in Excel. After modifying it you can use it for your purposes (we attach the Excel files to the lecture). This model will let you check whether your business idea makes sense.

The business model of a consulting firm in Excel - Capacity and revenues
02:54

I show you in the lecture the model of the consulting firm in Excel. After modifying it you can use it for your purposes (we attach the Excel files to the lecture). This model will let you check whether your business idea makes sense.

The business model of a consulting firm in Excel - costs and profit & loss
05:05

As a business analysts or a consultant you will have to from time to time create financial models. There are a bit different than business models. In business models you go into details of operations and you focus on getting the links on the KPIs. Those models are usually done for internal purposes, to manage in the right direction the business. Financial models on the other hand are more for external users. You concentrate in them on creating the picture of the business in a standardized, understood by everybody way. You also want to create the financial statements: profit & loss statement, balance sheet statement, cash flow statement

Financial models vs Business Models
02:38

If you want to learn more when it comes to modeling, I suggest checking the following resources

  • Offline Business Models

  • Online Business Models

  • Essential Finance & Accounting

  • Financial Modeling for Management Consultants

  • Financial Modeling for Startups

  • Financial Analysis

I will attach resources to this lecture

What to study if you want to learn more
00:50
+ Sales and marketing analyses - examples
31 lectures 01:35:40

I will show you what you will master in this section

Preview 01:09

In this lecture we show how you can measure and analyze what is the maximal reach of your B2B bussiness having in mind transportation costs and markups. We will provide you with fast way to identify potential customers and measure your targeted price on a specific foreign market

Catchment area / reach analysis - B2B
03:11

Here I will show you how to see which marketing activities you should bet on

Preview 07:31

In this lecture you will learn to calculate sales and margin density for a Retailer using pivot and sumifs function. I will also show you what conclusion you should draw from it.

Sales and margin efficiency in retail
11:40

Most producers / brand owners operate using many sales channels: wholesalers, own shops, e-commerce, marketplace etc. It makes sense to check how profitability looks across channels and what can e done to improve overall situation. I will show you how it cane be done with a simple Excel analysis and a pivot table. I will go also try to demonstrate what kind of conclusions can you draw and what should be your next steps, on the basis of the results you are getting form the analyses

Sales channel analysis - case in FMCG
03:00

We will now try to check in practice how to find saturation point for a retailer. In this lecture I will introduce the case that we will work with for the next few lectures. You will be asked to find the saturation for grocery store operating in Poland

Saturating existing markets – Introduction
01:11

In this lecture we solve previously introduced case.

Saturating existing markets – Data for the case study
03:12

In this lecture we solve previously introduced case.

Saturating existing markets – Number of Stores
03:09

Now using data in the sheet "Concepts" on the number of store per City per concept try to estimate how many stores by concepts (Standard & Luxury Concept) we will have in each and every city. Try also to estimat the space by city by concept. For that use the sheet "Space" where we have already created the suggested structure for the data. Please use attached file Saturation point analysis v4 - Partial Solution.xlsx

So, pause the lecture, solve this part on your own and once you are down please move to the next lecture

Saturating existing markets – Data by Concepts
00:23

In this lecture we solve previously introduced case.

Saturating existing markets – Stores by concepts
03:04

In this lecture we solve previously introduced case.

Saturating existing markets – Concept & Space
03:46

In this lecture we solve previously introduced case.

Saturating existing markets – Solution in Power Point
01:57

In this lecture I will show you how to create a waterfall chart


Saturating existing markets – WaterFall Chart
03:44

In Retail you have space that you divide among different product groups. For every group you should calculate the total margin using sales density, % Gross Margin and space allocated to specific group. You have to analyze their performance and decide how to split the space. In this lecture I will show you the general concept

Product range analysis - Introduction
01:51

Here I show an example of a product range analysis

Product range analysis - Example
03:30

Let’s have a look at milk producer that wants to expand its product range. In this case you will be asked to analyze and find the best candidates for brand expansions.  

How to expand the brand – Introduction
02:38

In this lecture I will show you how to solve the case shown in the previous lectures. 

How to expand the brand – Solution – Part 2
03:29

In this lecture I will show you how to solve the case shown in the previous lectures. 

How to expand the brand – Solution – Part 1
02:57

Let’s have a cosmetics producer and see where is the potential for development. We will analyze the sales by regions and try to find how much more we can sell in each and every region. 

How to find the white spaces untouched by your brand – Introduction
01:02

In this lecture I will show you how to solve the case shown in the previous lectures. 

How to find the white spaces untouched by your brand – Solution – Per capita
04:04

In this lecture I will show you how to solve the case shown in the previous lectures. 

How to find the white spaces untouched by your brand – Solution – Local shares
03:32

In this lecture I will show you how to solve the case shown in the previous lectures.

How to find the white spaces untouched by your brand – Solution – Presentation
02:07

Let’s have a look at the sales force efficiency in Poland of a cosmetics producers. We will analyze the efficiency of sales force and look for ways to improve the margin 

Sales force efficiency analysis – Introduction
02:18

In this lecture I will show you how to solve the case shown in the previous lectures. 

Sales force efficiency analysis – Solution – Unit Cost
02:16

In this lecture I will show you how to solve the case shown in the previous lectures. 

Sales force efficiency analysis – Solution – ABC analysis of Current Solution
03:01

In this lecture I will show you how to solve the case shown in the previous lectures. 

Sales force efficiency analysis – Solution – more on Current Solution
02:33

In this lecture I will show you how to solve the case shown in the previous lectures. 

Sales force efficiency analysis – Solution – Margin Maximazation
02:48

In this lecture I will show you how to solve the case shown in the previous lectures. 

Sales force efficiency analysis – Solution – Specialization
03:50

In this lecture I will show you how to solve the case shown in the previous lectures. 

Sales force efficiency analysis – Solution – Summary
02:21

In this lecture I will show you how to solve the case shown in the previous lectures. 

Sales force efficiency analysis – Practical Tips
03:27

If you want to learn more when it comes to sales & marketing, I suggest checking the following resources

  • Sales & Marketing Analysis

  • Market Research

  • Strategy for Management Consultants

  • Sales Forecasting for Management Consulting

  • Funnel Analysis

  • Pricing for Management Consultants

What to study if you want to learn more
00:59
+ Operations - Production, Supply Chain - examples of analyses
25 lectures 01:40:51

I will show you what you will master in this section

Preview 00:22

We show here how to use the so called OEE (Overall Equipment Efficiency) Analysis that shows you how efficient you are in using your resources. It is very useful for checking whether you use well machines and equipment

OEE analysis
05:20

In every company you have bottlenecks that limit your ability to go forward and deliver more goods and services. Here I will show you how to estimate what is the impact for the whole system and how you can remove improve them. I will use simple production example to show you the effect on the whole system. You will see how the bottleneck can shift from 1 shift to another. You will also learn how to prioritize where it make sense to invest to get the best results.

Before doing this lecture I strongly encourage you first to take the OEE lecture – we use the OEE concept here so if you are not familiar with it please start with OEE lecture as a warm-up.

Removing bottlenecks
04:58

In this lecture you will learn how to calculate optimal batches and how to estimate savings when comparing to actuals batches. We will use his an example of juice producer

Preview 05:50

2-stage production planning (planning for assembling and bundles). In many cases you have to first prepare the components and then on the basis of this produce the end product. This requires certain amount of additional planning, especially taking into account that the same component can be in different end-products. I will show you here on the basis of example of cosmetics producer how to create such a production plan, assuming optimal production batches for components and taking into account the inventories.

2-stage production planning - example of cosmetics producers preparing bundles
05:16

Let’s have a look at plywood producer that has 2 factories and is considering where to build the third one 

Finding the best spot for your factory – Introduction
02:17

In this lecture we will compare the cost for 3 different spots for the plywood factories 

Finding the best spot for your factory – Cost comparison - Excel
03:54

In this lecture we will calculate and compare the NPV for 3 different spots for the plywood factories 

Finding the best spot for your factory – NPV for every project - Excel
04:17

During this lecture I will show you how on basis of small number of data create a model which will show you how logistics costs are created, on what stage and what is the biggest drivers. This in turn will enable you to apply 80/20 rule

Top-dow approach for a FMCG - introduction
06:24

In this lecture we will give you some tips how to approach the case and show you the usage of the proper Excel functions

Top down approach for a FMCG - tips how to do it
11:21

In this lecture we solve the case with you, show you the outcome, interpret it and give you examples how the results can be presented in terms of Excel and slides

Top down approach for a FMCG - solution
05:28

Let’s have a look at car producer that is wandering which plant should supply to which country 

Car Industry – Planning the flow of finished goods – Introduction
00:33

In this lecture I will show you how to use solver to find optimal solution to the case of planning the flow of finished goods between factories and markets 

Car Industry – Planning the flow of finished goods – Excel - First Option
06:13

In this lecture I will show you how to use solver to find optimal solution to the case of planning the flow of finished goods between factories and markets 

Car Industry – Planning the flow of finished goods – Excel - Second Option
03:01

We stay with our Fashion Retailer and now we will have a look at his operations in the central warehouse

Measuring the capacity of Central Warehouse – Introduction
02:33

In this lecture I will give you some tips that will help you to solve the case and understand the solution in Excel 

Measuring the capacity of Central Warehouse – Tip
03:13

In this lecture we measure the capacity per stream and per stage to see all the limitations and what they are stemming from 

Measuring the capacity of Central Warehouse – Capacity in Excel
06:20

We will use the same model to calculate the cost per streams and their commponents 

Measuring the capacity of Central Warehouse – Cost in Excel
03:09

You quite often have situation when people perform at different pace and with different results. You have to standardize them.

Standarization
03:14

Here I will show you in Excel the effect on standarization

Standarization - calculation in Excel
03:29

5S in short is about cleaning your working station, putting everything in order and keeping it this way I will show you the stages, examples of 5S and how to check whether the business has truly implemented 5S

5S - Introduction
04:29

Here I show how to calculated the impact of 5S on cost in Excel

5S - calculation in Excel
02:11

Quite often you have one operator per one machine. This is often not efficient as machines just need feeding in the goods. 

1 worker 2 machines
03:32

I will show you how to calculate in Excel the impact of making the workers operate on more than 2 machines at the same time 

1 worker 2 machines - Excel
02:31

If you want to learn more when it comes to operations, I suggest checking the following resources

  • Supply Chain for Management Consultants

  • Essential Lean Manufacturing for Management Consultants

  • KPIs for Management Consultants & Managers

  • Performance Improvement Projects for Management Consultants

  • Production Planning for Management Consultants

What to study if you want to learn more
00:56
+ Management Consulting Presentation
10 lectures 23:19

In management consulting you are delivering your advices, observation and analyses using presentations. On some projects you may be producing as much as 200-300 slides. Slide preparation is very time-consuming and you have to make sure that you structure you work properly to deliver according to promised deadlines.   That's why in the next few lectures I will give you some hints how to create efficiently such a presentation.

Management Consulting Presentation – Introduction
00:17

Presentations are important for many reasons. Here I will discuss what they give you, what are their benefit

Why presentations are important
02:08

There 10 phases of producing the final presentation. You start with creating the structure of the presentation then you move to making sketches, template and slides. You end up with checking for errors and omissions. I will discuss briefly here each and every stage

Phases of creating a management consulting presentation
02:25

There are 2 types of presentations: presentation that will be read by the customer on his own and presentation that will be delivered to the customer during a meeting. Those presentations different in size, delivery time, animations present in the presentation and last but not least font size. I will be discussing those difference in more detail in this lectur

Presentation for reading vs audience
01:58

In consulting you will be creating all the time different presentations for different purposes. I will discuss in this lecture different purposes and types of presentations 

Occasions for which you will create presentations in Management Consulting
03:34

The first step is coming up with the structure of the presentation. You have to name the sections and chapters that you want to create. I will also show what structure I came up with for this course

Structure of the presentation
02:41

Once you have the section and chapters you should try to put the messages you want to convey. I will show the example of messages we created for this course

Create the messages
01:32

You should start by sketching the presentation on a piece of paper. There are 4 phase of sketching the presentations I will show them in this lecture. You will also see the sketch for this course

Sketching of the presentation
01:29

After sketching you have to create the template of the slide. I will show you examples of how a sketched slide is turned into a power point slide

Creating the template
01:57

Power Pointe presentation is the second most important tools to be used by Business Analyst in his work. After all it is not only important to analyse data and draw conclusions but also to show them in a nice manner to decision makers. Here you will learn basic rules on how to build your Power Point deck in fast and easy manner. You will see also some examples of good and bad slides. There are many advanced tools for presentation (i.e.) Prezi. Still Power Point is the most often used and widely accepted

Basic rules for a management consulting presentations
05:18
+ Management Consulting Presentation: Filling in the slides & Delivery
5 lectures 10:45

Here you will see how the real slide looks in comparison with the sketch and the template

Template vs real slides
01:25

There has to be a flow in the story you are trying to say with the presentation. I will show you how to achieve it

The flow of the presentation
02:41

When you are  delivering the presentation people want to listen to YOU and not read the presentation. It should just support what you are saying. You should not be a slave of the presentation. I will show you some tips how to achieve a positive effect during the delivery

Rules for delivering successful presentation
03:43

The delivered presentation will be different than the written one. I will discuss in this lecture the difference.

Comparison of the written and the delivered version
01:58

Here I will show you what else you can learn to improve your skills when it comes to presentations

What to study if you want to learn more
00:58
+ Cases for training analytical skills - Market Estimation
8 lectures 16:03

We start now cases that will help you strengthen your position as a Business Analyst with strong analytical skills


Business analyst cases - introduction
01:08

In this lecture I will show what cases we will solve in this section

Preview 02:30

In this lecture you have to estimate what is the market for TVs in a specific market, what are the cost drivers. Imagine that you were asked to estimate the market for TV sets. Ask yourself 3 questions:

  • What is  meant here by “the market”? Annual sales or total ownership?
  • Do you want the market estimation to be in volumes or in values?
  • What is included in the TV sets (i.e. monitors are in or not)?
Estimation of TV market - case to be solved
01:34

In this lecture I show you the solution to the case you had to solve in the previous lecture

Estimation of TV market - solution
02:48

Imagine that you were asked to estimate the market for ceramic tiles. You have to ask yourself the following questions:

  • What is  meant here by “the market”? Annual sales or total ownership?
  • Do you want the market estimation to be in volumes or in values?
  • What is included in market? Should we include B2C or also B2B?
  • Are we talking about just ceramic tiles  or other connected products 
Estimation of tile market - case to be solved
01:29

In this lectur I will show you the solution to the cases from the previous lecture

Estimation of tile market - solution
03:13

Imagine that you were asked to estimate the kid’s ware market

  • What do you mean by kids?
  • What products do you have in mind (i.e. toys, pampers,t-shirts)?
  • Do you want the market to be estimated in volumes or in values?
Estimation of kids wear market - case to be solved
01:11

Here we will solve previously introduced case

Estimation of kids wear market - solution
02:10
+ Cases for training analytical skills - Sales and Marketing
11 lectures 23:53

In this section I will show you want kind of cases relating to marketing and sales you may get during the interview. There will be examples from FMCG, retailers and service companies.

Preview 00:57

Imagine that as a consultant you were asked to analyze your client situation- FMCG producer that is using different channels of distribution. How would you check whether his using the right mix channels

Sales channels comparison - Problem
00:50

Here we show the solution to the case shown in the previous lecture

Sales channels comparison - Solution
02:32

If you work for a retailer one of the most useful analysis is to check whether there is still potential to growth and how big it is. In this lecture I will show you 2 ways in which you can estimate how many shops you can open in a specific location, city, province. One approach will be concentrated solely on the number of shops whereas the second one will also take into account the size of shops

Potential for growth - retailer - Problem
00:27

Here we show the solution to the case shown in the previous lecture

Potential for growth - retailer - Solution
04:23

Imagine that our consulting company is using 4 ways to acquire customers. Try to find the most efficient ways of acquiring customers? How would you do it

Efficiency of sales and marketing activities in consulting firm - Problem
02:20

Here we show the solution to the case shown in the previous lecture

Efficiency of sales and marketing activities in consulting firm - Solution
05:14

Imagine that you have a chain of physical stores and on-line store. What pricing would you use? How you would come up with the right pricing?

Pricing in multichannel surrounding - Problem
01:57

Here we show the solution to the case shown in the previous lecture

Pricing in multichannel surrounding - Solution
02:42

Imagine that you are a Retailers with 10 stores and very strong brand that are selling toys. How would you grow the business?

How to expand strong brand in Retail - Problem?
00:26

Here I will show you the solution to previous lecture

How to expand strong brand in Retail - Solution
02:05
+ Cases for training analytical skills - Strategy
10 lectures 21:25

Imagine that you were responsible for managing the cinema. What KPIs metrics you would look at to see whether you are doing a good job?

KPIs for cinema - Problem
00:33
KPIs for cinema - Solution
01:53

Imagine that you were responsible for managing a marketplace for patients and doctors (i.e. Docplanner). What KPIs you would look at

KPIs for marketplace - Problem
00:37

In this lecture we will go through the case from the previous lecture

KPIs for marketplace - Solution
02:57

IKEA is a well know brand selling furniture. On what do you think they make their money?

What is the business model of IKEA - Problem
00:43

In this lecture I show you the solution to the case you had to solve in the previous lecture

What is the business model of IKEA - Solution
06:03

Tell us what could be the business model for self driving car using canva mode

What could be the business model for Google Car - Problem
00:39

Niche strategy is widely used by many companies. Explain why and what kind of niches you can have

What could be the business model for Google Car - Solution
03:14

Niche strategy is widely used by many companies. Explain why and what kind of niches you can have

Preview 01:06

In this lecture I show you the solution to the case you had to solve in the previous lecture

Preview 03:40