Memo

To: RGV Inc.

From: Jisel Munoz
CC: Jennifer J. Guerra
Date: March 04, 2022
Re: Consultation/Analysis

Thank you for the opportunity to assess your company and recommend data driven decision
making strategies. The analysis and recommendations below are based on my review of your
company. The analysis below is based on information provided by your staff. Therefore,
our recommendations should be tempered by your knowledge of business realities and your
market. Please let us know if we can answer any questions concerning these
recommendations.

RGV Inc. Stakeholder Analysis

Analysis and Recommendation

Based on my analysis, I have determined that there are three distinctive layers. Each layer is
fundamental and require separate strategies for information appropriation as well as strategic
planning.

Layer 1. This layer will oversee operations and lead the company on a reliable
establishment premise. Layer one individuals will be engaging in most of the decision making
and will be responsible to keep up with the important data of the day to day and weekly basis.

• Administrative (Owner-President, CEO, Chief, etc.) will need to be able

to involve high level of data sharing amongst each other to be on the
same level of knowledge to settle on the best agreements for the
company since they have the highest level of authority to demand and
make significant changes.

• Management (Directors, Executives, etc.) will be required to gather data

on the daily basis and therefore will need to be nearby while the
 company is being executed. They can make certain considerable
changes, and report back to top store leaders.

Layer 2. The individuals in this layer are managers that are involved in the significant
choices being made by the organization, however they will not be dealing with the day to day
of the company errands. They will be updated on necessary information on a less customary
premise than layer one.

• Accounting: They should be orderly, precise, and have an extensive

record of all monetary issues of the company. These reports should be
relatively available for when administrative need to assess the data at
any time needed.

• Human resources: They should attain specific business targets

especially since this an international company, achieve staffing
necessities, and must be able to maintain positive employee morale and
employee job satisfaction.

• Marketing: Marketing managers must be able to achieve improved

revenue for the company through strategic digital incorporations that
have direct cooperation in the sales group.

Layer 3. These are the individuals that have a high amount of activity in the company
but will not be able to make significant changes as layer one and two. They must be up to date
with any possible changes that they might be affected by.

• Employees must be educated and aware of important matters within the

organization. Administrative and management can share their
performance, which makes employees feel wanted and appreciated.
This will over all improve job satisfaction, which will increase job
productivity.

• Customers should be reminded of the quality and satisfaction they get

when buying produce from the company. As a company, the customers
input, and support is what we strive on keep them satisfied with our
produce.

DATA COLLECTION AND TIMEFRAME

Analysis and Recommendation

• How well are we addressing customer necessities?

KPI 1: Customer satisfaction score

KPI 2: Customer Retention Rate

 • How well are we tracking sales?

KPI 3: Monthly sales growth

KPI 4: Sales volume by location

KPI 5: Average profit margin

• How can we enhance supplier’s alliance?

KPI 6: Defect Rates

KPI 7: Lead Time

KPI 8: Contract compliance

DATA COLLECTION AND ANALYSIS

Analysis and Recommendation

It is important to know and understand how to track the key performance indicators to
track detailed data metrics. Knowing how to categorize your KPI’s helps identify and
comprehend your company’s performance.

KPI 1: Customer Satisfaction Score

• You should keep your customers in mind by the feedback they provide about the
produce. By providing score cards, you give the customers the chance to voice
their honest opinions and concerns. This ultimately helps you improve the
products that your company is selling.

KPI 2: Customer Retention Rate

• The company should be able to track the number of customers, such as when they
started and if they are new or existing customers. This helps us understand
customer loyalty as well as how much repeat business your company is
generating.

KPI 3: Monthly Sales Growth

• Annual sales revenue is important for larger companies such as RGV Inc, who
operate in the international level. However, since profit has been declining,
monthly sales growth revenue is more accurate and precise in to targeting specific
 data. This measures the ability of sales to increase revenue over a fixed period
amount of time.

KPI 4: Sales Volume by Location

• You should see where demand for your product is highest and lowest. Since
profits are low, this will be a great metric to pinpoint of what areas to focus on to
revenue profit. It is crucial for the company to know where the produce is in
demand to keep producing more, as it is important for the company to know why
it isn’t and if the overall sale should be stopped temporarily to reduce costs.

KPI 5: Average Profit Margin

• You need to know how to assess the profit margins across the suite of products
and services. The profit margin is profit expressed as a percent of costs. This will
help improve sales flexibility by knowing when your company’s revenue exceeds
your costs.
KPI 6: Defect Rates
• Quality control is an important factor to keep track of the performance of the
company in terms of delivery. As suppliers to many countries, it is important to
deliver the best products possible with the least number of damaged items. This
would give a clear indication of reliability and trustworthiness.
KPI 7: Lead Time
• It is important to track the time that orders are shipped and delivered to ensure
that the products are distributed property and on time. Since the items mainly
handled are food items, it is crucial to deliver them in time as food expires. If
your company has numerous amounts of late deliveries, it can have a negative
impact and they will be less likely to order from your company now.
KPI 8: Contract compliance
• Your company must be checked for following the rules and delivering your
agreements as stated in the negotiation. This is essential as in today’s world prices
are constantly rising, your company has to move with the changes in order to
avoid losing profit. If compliance is set and straight, it will give your buyers a
sense of trust and confidence in doing business with you.
Since many KPI’s mentioned above require quantitative measurements, I recommend doing
reporting’s monthly. This will help generate precise and accurate results when dealing with a
problem that requires immediate action. By doing so you are also preventing any major financial
crisis from happening as you will be tracking many important aspects of the company. For
bookkeeping, I would store all important paperwork in a drive that can be easily access to
administrative or managers. There should be access to day-to-day record and extend all the way
to annually. In terms of a trend analysis, examining sales patterns to see if sales are declining
because of customers, products, or location, would be beneficial since profit margins are
declining. This will help find the source of the problem.

Data Distribution
Analysis and Recommendation
The data presented must be distributed to all the different levels, and they would highly
benefit from a data visualization graph. The information gathered and acquired should be
reviewed by layer one. The reports should be reviewed monthly so it not time consuming, but
you can still ensure that profit gains are being met. Layer one should pass down the information
to layer two, for them to be aware of any changes that affects them and the company. Layer two
should pass down to layer three, however it can be in a simplified form to make sure than the
information is well understood. The information should have both quantitative and qualitative.
Visual diagrams, such as pie graphs or bar graphs, can help analyze all the information
perception. Overall, it is crucial that every layer is up to date on the companies whereabout to
ensure improvement in efforts to reduce cost and high profits.

SELF ASSESSMENT
From completing the project, I learned that data analysis is vital to a company. The process of
turning raw data into information that can benefit a company drives decision making! Such
information that when converted becomes valuable, which should be taken under consideration
when operating an organization that is at the international level such as RGV Inc. Therefore,
many companies are integrating to our data driven world.
Personally, what I learned the most is the importance of KPI’s. They are an efficient and
effective way to measure performance so when a problem arises, that information is there to
guide you and elucidate your decision making. Although KPI’s and KPQ’s do not achieve goals,
they are hefty tools that are clear and reliable.