WEB-BASED DEAL LOG DATABASE
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WEB-BASED DEAL LOG DATABASE PROJECT REVIEW Presented to SHEPHERD VENTURES By Sylvia Szubrycht PowerPoint PPT Presentation


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WEB-BASED DEAL LOG DATABASE PROJECT REVIEW Presented to SHEPHERD VENTURES By Sylvia Szubrycht. 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

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WEB-BASED DEAL LOG DATABASE PROJECT REVIEW Presented to SHEPHERD VENTURES By Sylvia Szubrycht

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Web based deal log database project review presented to shepherd ventures by sylvia szubrycht

WEB-BASED DEAL LOG DATABASE

PROJECT REVIEW

Presented to

SHEPHERD VENTURES

By

Sylvia Szubrycht


Web based deal log database project review presented to shepherd ventures by sylvia szubrycht

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


Web based deal log database project review presented to shepherd ventures by sylvia szubrycht

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


Web based deal log database project review presented to shepherd ventures by sylvia szubrycht

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


Web based deal log database project review presented to shepherd ventures by sylvia szubrycht

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


Web based deal log database project review presented to shepherd ventures by sylvia szubrycht

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


Web based deal log database project review presented to shepherd ventures by sylvia szubrycht

Number of hours

Cost per hour

Cost

Software Developer

120

$80

$9,200

Investment Analyst

2

$45

$90

Shepherd Ventures Partner

3

$96

$288

Total

$9,578

Feasibility

  • Technical: MySQL free database, Microsoft data

    converted into SQL  no problem

  • Operational: SV will use it if made to requirements

  • Economic: Analyst’s time cost 240h x $45 = $10,800


Web based deal log database project review presented to shepherd ventures by sylvia szubrycht

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


Web based deal log database project review presented to shepherd ventures by sylvia szubrycht

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


Web based deal log database project review presented to shepherd ventures by sylvia szubrycht

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


Web based deal log database project review presented to shepherd ventures by sylvia szubrycht

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 2nd week (or 85hrs)

  • Delivery and installation of software by 3rd week (or 120th hrs)

  • Documentation to be delivered at the time of training


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