Visualizing a scheduling system and its data requirements in an accountancy and business advisory firm

Arif Perdana, Chu Yeong Lim, Shin Ren Wong

Research output: Chapter in Book/Report/Conference proceedingConference PaperOtherpeer-review


Experiential learning from real-world business problem in data modelling, an important foundation topic in data analytics is at the core of this teaching case. This case involves actual data obtained from an interview with a partner, a manager and two associates at a firm located in Singapore, Alvarino (pseudonym). The company is part of the world’s leading network of accountancy and business advisory firms. The network comprises more than one hundred independently owned and managed firms that straddle more than a hundred geographical locations across the world. The case provides an overview of the company and describes the issues encountered by the company in scheduling their staff for audit and advisory engagement. Staff scheduling in advisory firms plays an essential role because it affects resource allocation and budget. Inefficient allocation of auditor for particular engagement leads to idling resources and wasteful spending. The company is currently employing spreadsheets to manage their scheduling systems. Due to the complexity and multiple elements involved in the scheduling systems, spreadsheets have limited capability to address business issues. To address the limitation of spreadsheets, this case study required students to produce structural and physical data modelling that can help the company to capture the data requirements in the scheduling system. Student reflection and feedback are obtained to complete the cycle in the Kolb (1984) Experiential Learning Model. The case is suitable for both undergraduate students enrolled in the accounting information systems module that discuss system documentation and relational database management systems.
Original languageEnglish
Title of host publicationRMIT Accounting Educators Conference 2018
EditorsMeredith Therapos
Place of PublicationMelbourne Victoria
PublisherRMIT University
Number of pages15
Publication statusPublished - 2018
EventRMIT Accounting Educators Conference 2018 - Melbourne, Australia
Duration: 19 Nov 201819 Nov 2018


ConferenceRMIT Accounting Educators Conference 2018
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