Approximately 400 first year students from the School of Accounting and Finance (SAF) at the University of Waterloo, organized in 82 crews/teams, competed for the inaugural UW CISA interactive performance dashboard competition. Crews had to develop an interactive business dashboard for a wine and liquor retailer. The main of objective of the dashboard is to enable store managers to drill down and understand the effect of the lockdown on the relative performance of their store. All teams started with the same data set, which has daily sales transactions from 12 stores for March 2018, March 2019, and March 2020.

  • The winner of the competition was crew 29. The members of the crew will share the top prize of $500.00. Congratulations to: Ilhaan Jivani, Asher Jing Fei Mak, Jasdip Singh Matharu, Jasmita Patel, and Jackson Yan.

Winning team members

A screenshot of their dashboard is shown below.

winning dashboard

  • The second prize went to the members of team 34: Sarah Kristen Bakker, Alexander Kastoris, Farhan Saeed, William D Tung, and Christopher Richard Kar-Wing Yee.
  • The third prize went to team 42: Justin Chung, Michelle Guan, Ivan He, James Kang, and Gordon Luu.
  • The fourth prize goes to team 50: Amar Atwal, Mahek Kaur Gill, Ajay Narayan, Justin Quan Lok Heen Quan, and Nathaniel Yuan.
  • The fifth prize went to team 56: Michael Joshua Sasmito, Tim Shatilov, Manan Vig, Boris Yim, and Vivian Zhong.

In the School of Accounting and Finance (SAF) at the University of Waterloo, as part of the redesigned SAF data analytics and technology curriculum, we introduced a data analytics course (AFM 112) that accounting students complete during the first semester of their undergraduate program. The course positions analytics as equally important to their future professional success as financial accounting, basic business concepts, and economics. We want to build on industry standard tools (i.e., spreadsheets) but at the same time to prepare students for a changing environment that is not hindered by data size or software capabilities and emphasize the importance of tool ambidexterity. This means the need to create future professionals who are versatile and capable to select/leverage the most appropriate tool for each project. To complete this project students had to use R to perform the analysis and use spreadsheets to create their interactive dashboard. Crews were evaluated based on their dashboard, an executive summary of their dashboard, and a presentation of their work.

The case/competition is based on materials of Chapter 12 of T.C. Stratopoulos & N. Vanden Bosch, Analytic Methods for Business – I: Introduction to Data Analytics Process with Spreadsheets and R, 2020, Waterloo, ON.

This competition is co-sponsored by ISACA Toronto Chapter.
ISACA Toronto Chapter logo