Company profile tool

Industry specific cover image

Document Intended for Internal Use OnlyInsight Global Scalability Packaged Offering

Company Profile Tool -Vikas Gupta

Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 2

Agenda

• About the Tool

• Demo

• Strengths

• Next Steps

• Q&A


About the Tool

• Application Design

• Functionalities

– Private companies

– Companies from all geographies

– Industry change


Application Design – User Interface

Content Deleted for Confidentiality Reasons


Application Design – Industry Change



Application Design – Industry Comparison – Industry Change



Application Design – Private Companies

Performance Slide

Industry Comparison

XX

Public representative company in same industry

√√

√√

• Industry vs Sector

Peer Comparison


Application Design – Admin Module



Demo

• Private company

• International company

• North American company


Strengths

• Single formatted output which obviates need for finding and merging files

• Latest industry information

• Industry change

• Industry specific metrics for Banking, Utilities & Insurance

• Peer Comparison

– Classification of peers

– Label them as Public or Private and limit selection to Public companies

• Flexibility to change currency on Performance Slide

• Reduces time to generate Company Background document

• Easy to generate scenarios using different Peer sets and in some cases by even changing industry, to get a compelling hypothesis


Next Steps

• Debugging, formatting

• Update industry decks

• Slides on News & Significant events slide and IT Profile

• Thorough testing

• Controlled Release

• Admin module

• Download and edit Financial data

• Charts / additional graphics

• Populate comment blocks

• Import slides from KM system

• Leverage on account specific data residing within MyOracle

• Enhancements - customize collateral to a specific region

• Explore MSN, Yahoo for additional feeds


More on CPT

Features & Benefits• Complete deck – Financial analysis & collateral• Caters to both “overview” types and “deeper analysis”• Cycle Time under 5 mins• Sustains our work if OneSource changes; reliable alternative*• Internal Productivity tool as well as Self-service tool for field• Can be customized for enhanced analysis as well as for a varied requirement

Risk• Only source of data, need commitment from OneSource folks

Next Steps• KM Integration

• Slides for News, MyCustomers, MyOracle results

• Data interpretation, graphs & charts

• Feed from other data sources like Hoovers

Performance• 1400+ recorded instances; of which ~1000 instances and 310 users are outside India (as

on 10th May)


Project Plan – Phase 1B



Project Plan – Phase 1B

Research work is not included in effort estimation

TE – Technical effort; BE – Business effort



Project Plan – Phase 2




Project Plan – Phase 2




Project Plan - Overall

Assumptions:

1. Includes Research areas



Company Profile Tool

Demo


Accessing Company Profile Tool

Access URL: http://insight-tools1.idc.oracle.com/CBTool/cbHome.jsp


Home Page

a. Enter company name in part or in full

b. Try company abbreviation also, e.g. IBM for International Business Machines

c. If the company name has an ampersand, use the text preceding ampersand only


Company Search & Selection



Report Selection & Generate PowerPoint



Peer Selection



Peer Selection – Manual Company Add



Peer Selection



Report Generation



Financial Information Support



Output file



Industry Change - OneSource


Copyright ©2006, Oracle. All rights reserved. Oracle Confidential

Peer Selection – Industry Change



Industry Change – OneVoice Industry Templates



Output file



User Guide & Help


Contacting Insight


Value-add of CPT over OneSource data



Known issues with OneSource data - unresolved



Next Steps – KM Online Integration

Vision: To utilize “current” content for the output deck by online integration with KM system

Mission: To do a Backward Integration of CPT with Industry Content, Customer Success Stories,

Added content and other collateral


CPT – Final DeckTypical deck configuration:



CPT – Final Deck – Dynamic Slides



CPT – KM Online Integration



KM- Technical Tasks



KM- Technical Tasks – DataTable for Parent-Child - Origination



KM- Online provisioning by slide– Push-system - not recommended



KM- Online provisioning by industry/sub-industry– Pull – system - Destination - recommended



KM – Understanding Dynamic Behavior



KM- Online provisioning by industry/sub-industry– Dynamic content

Week of August 6, 2007

Week of August 13, 2007

Slide 1002 (added)

Slide 289 (deleted)

We might do the refresh once a Month instead of after a Week


KM- Online provisioning by industry/sub-industry– Dynamic



KM Integration - Comparison



KM- Technical Tasks






KM- Comparison with the current method




Questions:

How dynamic is the industry content and customer references?

Resource Plan

• Development: ?

• Maintenance: 2 part-time persons with technical cum business acumen

Recommendation

• CPT to be launched in offline integration mode

• KM system to provide alerts when any “relevant” content changes

• Simultaneous development of capabilities within KM system to host the CPT


KM – Review of Technical Architecture

• Server status

• Functional design

• Technical design

• Separation of databases – (1) Knowledge repository (2) host CPT to facilitate dynamic content, includes KM-Origination and KM-Destination

• Effort Estimation


Q&A
