Southern New Hampshire Alteryx Investment Project and Justification Paper Overview: The final project for this course is the creation of an external capita

Southern New Hampshire Alteryx Investment Project and Justification Paper Overview: The final project for this course is the creation of an external capital funding proposal.
Most businesses face a landscape of uncertainty and a never-ending stream of risks and opportunities. Managers must continually project the likely financial impact of decisions, make recommendations, act on those decisions, determine how to pay for them, and evaluate the costs and effectiveness of what has been done. Many decisions are short-term, routine, and operational. Others are longer-term investment decisions that require substantial new resources, such as developing new services, expanding into new geographic markets, or undertaking business combinations or spin-offs. Each requires managers to forecast, plan, and make decisions based on a thorough understanding of both internal and external factors that can affect a company’s financial success.
For the summative assessment in this course, you will bring your finance and economics knowledge to bear by preparing an external capital funding proposal for a major international investment at a publicly traded corporation. In order to secure the support of potential financial backers, your proposal will need to lay out what the proposed investment opportunity is, how it fits within the company’s broader mission and goals, its financial impact, and the amount being requested and why (including alternative funding mechanisms considered). In addition, it will also need to include information on the organization’s context, risk factors, and microeconomic assumptions that could affect the success of the investment.
Prompt: You have already chosen the company you will use for your final project, and you have started a narrative description of your expansion project into another country. In this milestone, you will build on that narrative description providing sufficient detail about the expansion, its costs, and its time frame to give a loan committee a firm sense of the proposed investment. You will also analyze the impact of the investment proposal on your business by explaining why now is the right time for this investment given the global context and by explaining how the investment is a good strategic fit with your company. This milestone addresses all of Section II and Section III (Parts A and B only) of the final project.
Specifically, the following critical elements must be addressed:
Investment Project: Use this section to describe the investment for which you are seeking funding, its costs, and time frame. Specifically, you should:
Describe the investment project. Be sure to provide sufficient detail to give the loan committee a firm sense of the parameters of the activity, the need for it, and what financial metrics are relevant for determining success. In other words, what do you propose to do, where, what marketplace need will it fill, and how will you measure success?
Specify the resources the project will require and where these resources will come from. In addition to noting the amount of the loan you are requesting, you should also consider human resources, facilities, government approvals, intellectual property, access to natural resources, and other resources that might be required to carry out the project.
Time frame. When will the project start, what is the anticipated economic life of the proposed expansion, and how will you decide if, when, or how to exit? Justify your choices with appropriate financial metrics.
Justification: In this section, you should analyze the impact of the investment proposal on your business. In particular, you should cover:
Why is now a good time for this investment given the global context? Justify your response, citing specific external factors such as trade regulations, foreign currency considerations, or trends in foreign direct investment that might affect business financial decisions.
Strategic fit. Use this section to discuss why the investment proposal makes sense for your company strategically. Specifically:
How does the investment align with the company’s organizational and financial priorities? Support your argument with evidence from company reports and financial statement analysis designed to persuade the lender that the investment is a good strategic fit for your company.
How does the project fit within the global microeconomic environment? Support your response with evidence. For example, would the expansion tap unmet demand for the company’s key products or services or fill a new niche? How do you know?
How does the project build on the organization’s core competencies and comparative advantage? For example, does the company have a strategic advantage from intellectual property, regional expertise, suppliers, or organizational structure?
Guidelines for Submission: Your investment project and justification paper should be approximately 8-10 pages in length (excluding spreadsheets, other exhibits, and list of references as necessary). It should be double-spaced with 12-point Times New Roman font and one-inch margins, and should use APA format for references and citations. Josh Mowrey 1
At Alteryx, we are committed to revolutionizing businesses through data science
and analytics. There has been an explosion in industrialization and businesses in East
Africa over the past five years. However, businesses and industries in these countries are
yet to meet their maximum potential due to lack of ample data science and analytics
tools. Kenya, being the technology and industrial hub of the Eastern Africa presents a
good opportunity for Alteryx to venture into business within East Africa. This project
will not only offer the company an opportunity to positively impact the East African
markets but will also provide a growth opportunity for the company.
This investment project mainly aims at establishing an Alteryx branch in Kenya
that will serve the Eastern Africa countries. This branch will offer services such as data
security and data science and analytics services to major companies within the Eastern
Africa. A report released in 2018 by the Institute of chartered Accountants in England
and Wales (ICAEW) indicated that East Africa had the strongest economic and
technological growth in Africa, with Kenya having the highest economic growth.
The market research indicates that the technological boom is currently being
experienced in the East Africa where companies tend to lean towards data science and
analytics for a competitive edge within one year. Additionally, Kenya is currently looking
for partnerships and investors with foreign countries in order to expand its trade hence,
their financial regulations are quite friendly and acquiring government approvals are not
challenging. This would a most strategic time to venture into the Eastern African
markets.
This project will require renting of a new business space, computers and other
machines required to support the business operations and government approvals and
Josh Mowrey 2
licensing. Recruitment and training of new employees will be of vital importance to the
project. Also, being a venture into a new market segment, high levels of brand promotion
and awareness will be vital to the success of this project. Putting all these factors into
consideration the project requires a capital of $500,000.
The project could have a potential start up of September this year. Which during
the first four months of setting up this project, we would primarily rely on funding from
our investors. However, according the anticipated projections that the branch should be
able to accomplish to meet the financial needs that we want to reach after the first four
months to help with acquiring of clients. If the project does not produce tangible results
in terms of profits and clients during the first six months, then it will be terminated.
This project proposal is viable since the high levels of technological and
economic growth in this region presents an untapped market for our company.
Additionally, venturing into a global market will create new target markets hence,
resulting to more growth of the company. If industrialization and investment levels
continue improving at a steady rate within the next ten years, then this project is expected
to improve the company’s revenue by 14% within this period.
One of the major internal risks that the project faces is human resources mainly
because the company will be dealing new employees. To cope with this risk, the
company will offer extensive training.
The main external risk that the company faces is competition. Following the
projected growths, more companies are likely to venture into this business. In order to
cope with this challenge, we will create a strong brand awareness. Additionally, were the
Josh Mowrey 3
sales of our services fall short by 20% from our project sales, then this would
significantly lag the success of our project. However, if the sales were they to improve by
20% then the expansion of the project such as the introduction of new products would be
initiated.
References:
Daily News (2018) Africa: East Africa has the Strongest Economic Growth in Africa
ICAEW Report. Retrieved from: https://allafrica.com/stories/201809130346.html
ALTERYX 2020-2022 FINANCIAL PROJECTIONS IN EAST AFRICA; KENYA
Three months ended December 31
Revenue
Cost
Gross profit
profit Margin (in percentage)
2020
$
30,450.00
$
7,000.00
$23,450.00
77
2021
$
38,588.00
$
6,658.00
$31,930.00
83
2022
$
49,300.00
$
6,200.00
$43,100.00
87
ALTERYX 2017 AND 2018 FINANCIAL REPORT
Three months ended December 31
Revenue
Cost
Gross profit
profit Margin (in percentage)
2018
$
89,150.00
$
6,717.00
$82,433.00
92
2017
$
38,588.00
$
6,258.00
$32,330.00
84
Assumptions made when coming up with this projections
1. Technology is going to grow significantly over the next five years due consistant innovation
2. Businesses in East Africa/Kenya will lean towards data science & analytics to gain a competitive edge over
3. Industrialization in West Africa/ Kenya is going to continue to expand during this perio
4. The following branch will be able to cater for its financial needs after the four months, due to the co
Conclusions
Establishing an Alteryx branch in the East African region is an investment that will be worthw
Alteryx and our potential clients. Due to the profits that the company will acquire as projec
document shows the benefits that our clients will acquire from the growth of our unique
Refrences:
1. Alteryx Announces Fourth Quarter and Full Year 2017 Financial Results. (n.d.). Retrieved from
https://investor.alteryx.com/news-and-events/press-releases/press-release-details/2018/Alteryx
Announces-Fourth-Quarter-and-Full-Year-2017-Financial-Results/default.aspx
2. Alteryx Announces Fourth Quarter and Full Year 2018 Financial Results. (n.d.). Retrieved from
https://investor.alteryx.com/news-and-events/press-releases/press-release-details/2019/Alteryx
Announces-Fourth-Quarter-and-Full-Year-2018-Financial-Results/
ONS IN EAST AFRICA; KENYA
Year ended December 31
2020
$
103,570.00
$
45,380.00
$58,190.00
56
2021
2022
$
115,000.00 $
130,450.00
$
35,800.00 $
25,500.00
$79,200.00
$104,950.00
69
80
EPORT
Year ended December 31
2018
$
253,570.00
$
22,800.00
$230,770.00
91
2017
$
131,607.00
$
21,803.00
$109,804.00
83
p with this projections
ars due consistant innovations (annual rate of 10%).
gain a competitive edge over other companies during the next year.
ue to expand during this period and future ones.
the four months, due to the consistent growth of the market.
nvestment that will be worthwhile for both
ompany will acquire as projected in this
om the growth of our unique services.
esults. (n.d.). Retrieved from
details/2018/AlteryxResults/default.aspx
sults. (n.d.). Retrieved from
details/2019/AlteryxResults/
•
•
•
Overview: The final project for this course is the creation of an external capital
funding proposal.
o Most businesses face a landscape of uncertainty and a never-ending stream of
risks and opportunities. Managers must continually project the likely financial
impact of decisions, make recommendations, act on those decisions,
determine how to pay for them, and evaluate the costs and effectiveness of
what has been done. Many decisions are short-term, routine, and operational.
Others are longer-term investment decisions that require substantial new
resources, such as developing new services, expanding into new geographic
markets, or undertaking business combinations or spin-offs. Each requires
managers to forecast, plan, and make decisions based on a thorough
understanding of both internal and external factors that can affect a company’s
financial success.
o For the summative assessment in this course, you will bring your finance and
economics knowledge to bear by preparing an external capital funding
proposal for a major international investment at a publicly traded corporation.
In order to secure the support of potential financial backers, your proposal will
need to lay out what the proposed investment opportunity is, how it fits within
the company’s broader mission and goals, its financial impact, and the amount
being requested and why (including alternative funding mechanisms
considered). In addition, it will also need to include information on the
organization’s context, risk factors, and microeconomic assumptions that
could affect the success of the investment.
o Prompt: You have already chosen the company you will use for your final
project, and you have started a narrative description of your expansion project
into another country. In this milestone, you will build on that narrative
description providing sufficient detail about the expansion, its costs, and its
time frame to give a loan committee a firm sense of the proposed investment.
You will also analyze the impact of the investment proposal on your business
by explaining why now is the right time for this investment given the global
context and by explaining how the investment is a good strategic fit with your
company. This milestone addresses all of Section II and Section III (Parts A
and B only) of the final project.
Specifically, the following critical elements must be addressed:
Investment Project: Use this section to describe the investment for which you are
seeking funding, its costs, and time frame. Specifically, you should:
o Describe the investment project. Be sure to provide sufficient detail to give
the loan committee a firm sense of the parameters of the activity, the need for
it, and what financial metrics are relevant for determining success. In other
words, what do you propose to do, where, what marketplace need will it fill,
and how will you measure success?
o Specify the resources the project will require and where these resources will
come from. In addition to noting the amount of the loan you are requesting,
you should also consider human resources, facilities, government approvals,
intellectual property, access to natural resources, and other resources that
might be required to carry out the project.
•
•
o Time frame. When will the project start, what is the anticipated economic life
of the proposed expansion, and how will you decide if, when, or how to exit?
Justify your choices with appropriate financial metrics.
Justification: In this section, you should analyze the impact of the investment
proposal on your business. In particular, you should cover:
o Why is now a good time for this investment given the global context? Justify
your response, citing specific external factors such as trade regulations,
foreign currency considerations, or trends in foreign direct investment that
might affect business financial decisions.
o Strategic fit. Use this section to discuss why the investment proposal makes
sense for your company strategically. Specifically:
? How does the investment align with the company’s organizational and
financial priorities? Support your argument with evidence from
company reports and financial statement analysis designed to persuade
the lender that the investment is a good strategic fit for your company.
? How does the project fit within the global microeconomic
environment? Support your response with evidence. For example,
would the expansion tap unmet demand for the company’s key
products or services or fill a new niche? How do you know?
? How does the project build on the organization’s core competencies
and comparative advantage? For example, does the company have a
strategic advantage from intellectual property, regional expertise,
suppliers, or organizational structure?
Guidelines for Submission: Your investment project and justification paper should be
approximately 8-10 pages in length (excluding spreadsheets, other exhibits, and list of
references as necessary). It should be double-spaced with 12-point Times New
Roman font and one-inch margins, and should use APA format for references and
citations.
Josh Mowrey 1
This project mainly seeks to establish an Alteryx branch in Kenya which will serve the
East African countries. The Alteryx branch opened in this country will provide several services
to major Eastern African companies. They include; data mining and analytics and data and
computer security. This expansion opportunity will enable the company to increase its customer
base and revenue while at the same time ensuring that our clients acquire the best data science
and analytics services hence, spearheading growth within this region.
According to the CIA Factbook, Kenya is the industrial and information technology hub
of the East African region and has the highest economic growth within this region. In addition,
over the past five years, the country has been experiencing a tremendous growth in businesses
and industrialization. Despite this, a report released by ICAEW indicated that companies are yet
to adopt data science and analytics approaches for a competitive advantage (Daily News 2018).
However, companies will tend to lean towards data science and analytics practices within the
next one year as competition becomes stiffer. These conditions present an ideal expansion
opportunity for Alteryx.
Moreover, the Economic Partnership Agreement (EPA) aims at ensuring trade and
economic cooperation among the members East African Community that is; countries within the
East African Region (European commission, 2010). This agreement is beneficial to the company
as it allows us to serve all the companies within the East African region from the Kenyan branch.
Furthermore, to steer the country’s economic growth further, the Kenyan government is
currently encouraging foreign investors into the country. Therefore, the current financial
regulations pertaining foreign investors are friendlier compared to those of other countries.
Josh Mowrey 2
There are various information sources that will be useful in providing more information
regarding Alteryx and its economic environment and that of the East African Region. First, the
company’s website; https://www.alteryx.com is a credible source that does not only provides an
information regarding Alteryx.
Moreover, the Finances Online Reviews for Business is also another source that provides
information about the company’s products and their pricing, technical details, user reviews and
user satisfaction. These factors are essential in in forecasting the probability of success and
points of improvements by using existing user reviews and satisfaction trends. This information
can be retrieved from; https://reviews.financesonline.com/p/alteryx/
The CIA Factbook is also another source authoritative source that provides essential
information about the country such as economic background, security status and infrastructure
state. This information can be found in their website;
https://www.cia.gov/library/publications/the-world-factbook/geos/ke.html.
The United States Securities and Exchange Commission filings is also a credible source
that provides financial and administrative information regarding Alteryx. This information can
be retrieved from their website;
https://www.sec.gov/Archives/edgar/data/1689923/000119312518073878/d530988d10k.htm#tx5
30988_1.
Bloomberg is also another credible source that provides vital economic information
Alteryx and its stock exchange rates. This information is vital in conducting financial forecasts.
This information can be retrieved from Bloomberg’s website;
https://www.bloomberg.com/quote/AYX:US
Josh Mowrey 3
References
Alteryx (2019). Retrieved from: https://www.alteryx.com
Daily News (2018) Africa: East Africa has the Strongest Economic Growth in Africa-ICAEW
Report. Retrieved from: https://allafrica.com/stories/201809130346.html
CIA Factbook. The World Factbook, Africa: Kenya. Retrieved from:
https://www.cia.gov/library/publications/the-world-factbook/geos/ke.html.
European Commission (2010). Countries and Regions; East African Community (EAC).
Retrieved from: http://ec.europa.eu/trade/policy/countries-and-regions/regions/eac/
Finances Online Reviews for Business (2018). Alteryx. Retrieved from:
https://reviews.financesonline.com/p/alteryx/

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