Project Title: Financial Software Review

ROOK Connect

Details
Project Title Financial Software Review
Project Topics Data Management Product Design & Development Reporting, Financial Planning & Analysis Software Design & Development
Skills & Expertise
Project Synopsis: Challenge/Opportunity
Rook Connect is looking for help finalizing and testing the Financial Reporting features of their comprehensive CRM (customer relationship management), ERP (enterprise resource planning), BI (business intelligence) ecosystem for small businesses. Throughout this engagement, you'll learn a great deal about the Rook Connect business model along it their platform features and functionality. After you better understand how the software is intended to perform, you'll be helping the executive leadership team test out the functionality of key financial reporting modules, including the ledger system, journal entries and the corresponding financial statements.
Project Synopsis: Activities/Actions Required
Project Synopsis: Expected Results

Project Timeline

Touchpoints & Assignments Date Type

Program Kickoff

Sep 14 2020 Event

Program Managers

Name Organization
Karen Beerbower Saint Peter's University

Teams

Team Name  Project Name  Team Members 
No Teams Available