Project scope
Categories
Data analysis Data modelling DatabasesSkills
data storage report writing data integration solution architecture data management- To develop a data management solution that enables the efficient organization, tagging, and retrieval of company profiles and research data (Word, PDF, Excel, JPG, GIF, and PNG formats).
- To create an indexing system that allows searching by specific attributes like location, project details, technology, and/or industry (e.g. for mining companies, by commodity and location).
- To streamline the report generation process for public companies in mining, technology, and business sectors, resulting in faster and more accurate reporting.
Sprint 1: Data Exploration, Data Preparation, and Modeling
- Task 1: Understand the current data storage formats (Word documents, PDFs, Excel spreadsheets, and images (GIF, JPG, or PNG)) and evaluate how they are used in report writing.
- Task 2: Explore and clean the datasets provided, including financial models, industry information, and company descriptions.
- Task 3: Develop a system to tag company profiles based on specific attributes (e.g., location, commodities, project details).
- Deliverable: A prototype tagging and indexing system with the ability to retrieve profiles based on search criteria.
Sprint 2: Data Integration and System Design
- Task 1: Design a software solution to integrate and store different file formats (Word, PDF, Excel, images).
- Task 2: Implement search and filtering functionality to allow for easy retrieval of company profiles and related data.
- Task 3: Set up basic integration between existing tools (e.g., Microsoft Office Suite) and the new data management solution.
- Deliverable: A system capable of storing, tagging, and retrieving data from multiple sources and formats.
Sprint 3: Report Generation and Efficiency Improvements
- Task 1: Develop an automated process for generating company research reports based on retrieved data.
- Task 2: Test and refine the system to ensure reports can be generated faster and more efficiently than the current process.
- Deliverable: A functional prototype that streamlines the report generation process, cutting down on time spent manually retrieving and organizing data.
Final Project Report and Presentation
- Task 1: Summarize key findings, solution architecture, and efficiency improvements.
- Task 2: Present a final report detailing the system's impact on Chris Thompson's workflow and overall research process.
- Deliverable: A final report and presentation with recommendations for future deployment and scaling.
Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.
Sharing knowledge in specific technical skills, techniques, methodologies required for the project.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
About the company
eResearch Corporation, which was founded in 2000, is a respected source for institutional-quality, equity research focused primarily on small- and mid-cap companies. Our focus is on identifying companies that have interesting prospects, sound management, and significant potential for share price appreciation.
We also provide research reports on middle and larger-sized companies, using a combination of fundamental and technical analysis. We complement our corporate research coverage with a diversified selection of informative, insightful, and thought-provoking research publications from a wide variety of investment professionals. We provide our professional investment research and analysis directly to our extensive subscriber network of discerning investors, and electronically through our website, www.eresearch.com.
We are a private firm and not affiliated with or owned by any financial institution, investment banker, brokerage firm, or investor-related organization.