Cases in Finance – Proposal Form (6 Questions) on a Financial Topic


This form requires the writer to select a financial firm/organization along with a financial topic (see below) for an ongoing case study that I will have to expand on later in the year. Due date is 24/3/2020 – 4pm Europe time.

These are the questions:
A) Selected firm/organization for your case study: 

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B) Sector/ industry/ market in which the firm operates and its contexts (country, region, continent, city, …) : 

C) Identify and describe the central/ main problem, challenge, dilemma that your case study will deal with:

D) Identify and describe the main financial topic that your case study will address (eg. capital budgeting, financial planning and forecasting, corporate finance, foreign investment, diversification via mergers or acquisitions, 

E) Identify and describe related secondary non-financial topics that your case study will also address (eg change management issues, family business issues (eg succession), marketing issues (branding, promotions, 2 new products and services development, development of digital platforms, …), operations (eg investments in new production systems or automatization, quality assurance and improvement…), selling and procurement issues (eg imports and exports), international expansion (eg franchises), supply chain management ( eg logistics, store management, …), customer service issues (eg investments in CRM platforms, …) 

F) Identify and describe the scope of the problem- the extend of the problem a. Departments/ subsidiaries/ business units/ corporations of the firm that will be involved in the problem/ decision-making (eg marketing department, finance department, …) b. External and internal stakeholders of the firm that will be involved in the problem/ decision- making of your case study (eg employees, managers, heads of department, foreign investors, suppliers, banks, shareholders, family members, … 

Let me know if you have the capabilities and knowledge to complete this form.

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