Background In 2019, Jack Manly and Diane Moore, started a lawn mowing business in the Inner West region of Sydney. After canvassing potential customers, Jack and Diane determined that their business would focus on providing both essential and superior gardening services. On online presence quickly provided a steady pipeline of job enquiries from potential customers. Diane managed a simple website and all enquiries, while Jack resigned from his employment as a building manager and focused on performing all booked mowing and gardening jobs for the business. Following increased demand and the establishment of some repeat business, in 2020 Jack and Diane began employing additional gardeners to help meet business needs. Jack and Diane are now seeking your assistance in evaluating the data that they have captured across their first 3 years of trading. 2 data sets have been provided: Phase 1 which covers the period October 2019 to April 2020 Phase 2 which covers May 2020 to January 2022. These data sets may be found in the document CISM4000 A2 Case Study T2 2023 Assessment 2 Portfolio Activities - Case Data Document Classification: Public Kaplan Business School CISM4000Assessment 2 Background Fees Charged Jacks Mowing provides 2 services charged at different rates. The rates reflect the level of skill and care provided with the superior service including precision edging, hedge trimming, weeding and complementary soil boosters. Base fees charged by Jacks Mowing: Essentials service - $70 per hour Superior service - $120 per hour All work carried out (both Essentials and Superior services) is subject to a surcharge when performed in areas outside of Sydneys Inner West. These surcharges have been set to compensate for the additional travel time and distance necessary. Surcharges are currently applied to the total base fee charged for a job. North Shore and Eastern Suburbs an additional 10% Northern Beaches and Hills District an additional 20% For example, a 2-hour Superior service undertaken in the Eastern Suburbs would be billed at: 2 hours x $120 x 110% = $264 Assessment 2 Portfolio Activities - Case Data Document Classification: Public Kaplan Business School CISM4000Assessment 2 Background PHASE 1 OCTOBER 2019 to APRIL 2020 Throughout Phase 1, all jobs were completed by Jack with management of business operations provided by Diane. Diane managed all inbound calls and collated all job details completed by Jack and maintained the following records: Exhibit A Phase 1 Enquiries Register Diane recorded the Name and Location of each customer who made an enquiry regarding the services provided by Jacks Mowing. Diane then assigned a unique, sequential customer ID to each customer recorded. There were 523 unique customer enquiries, not all of which proceeded with job bookings. Exhibit B Phase 1 Job Completion Register From details provided by Jack, Diane recorded details for each job completed including: Customer ID Date of completion Service type provided (Essentials or Superior) Number of hours Payment method (Cash or EFTPOS) Amount paid by customer Business concerns Diane is concerned with understanding how well the business is performing in converting enquiries into chargeable jobs, and how well the business retains customers. Jack is concerned with understanding the seasonality (if any) of the business, as well as the mix of services provided, which regions the business is generating its revenue from and identifying the drivers of business growth. PHASE 1 a) Prepare appropriate reports that will support the evaluation of data in Phase 1. (10 marks) There are many reports that may be produced from the data provided. You are to select reports that will help address the proprietors concerns. Some reports that may support your evaluation could include: o For each location, number of jobs completed and total revenue o A periodic summary (weekly/monthly/quarterly) of jobs completed and total revenue o Identification of customers with repeat business o Identification of queries that didnt result in a sale The reports are to be produced in a single additional Worksheet labelled Phase 1 reports b) For one of your reports, outline the steps taken to select, prepare and format the report. (3 marks) This should be presented in dot point format. This is to be completed by adding an additional Worksheet labelled Phase 1 report process c) Prepare a brief written summary of your evaluation of the data in Phase 1. (7 marks) Each of the reports that you have prepared should be used as the basis for an expanded summary note including: o A statement explaining the information in your report (i.e., numerical) o Why the information is important to the business o A description and explanation of a suggested improvement to the data collected (may relate to inputs, processes, or outputs) This is to be completed by adding an additional Worksheet labelled Phase 1 evaluation summary