Company profile tool

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The application was developed to genearate a Company Profile automatically in under 5 minutes and can be customized as well

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Company profile tool

  1. 1. Industry specific cover imageCompany Profile Tool -Vikas GuptaDocument Intended for Internal Use OnlyInsight Global Scalability Packaged Offering
  2. 2. Agenda• About the Tool• Demo• Strengths• Next Steps• Q&A Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 2
  3. 3. About the Tool• Application Design• Functionalities – Private companies – Companies from all geographies – Industry change Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 3
  4. 4. Application Design – User Interface Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 4
  5. 5. Application Design – Industry Change Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 5
  6. 6. Application Design – Industry Comparison –Industry Change Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 6
  7. 7. Application Design – Private CompaniesX Performance Slide√ Industry Comparison • Industry vs Sector√ Peer Comparison Public representative company in same industry Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 7
  8. 8. Application Design – Admin Module Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 8
  9. 9. Demo• Private company• International company• North American company Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 9
  10. 10. 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 Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 10
  11. 11. 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 Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 11
  12. 12. More on CPTFeatures & 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 requirementPerformance• 1400+ recorded instances; of which ~1000 instances and 310 users are outside India (as on 10th May)Risk• Only source of data, need commitment from OneSource folksNext Steps• KM Integration• Slides for News, MyCustomers, MyOracle results• Data interpretation, graphs & charts• Feed from other data sources like Hoovers Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 12
  13. 13. Project Plan – Phase 1B Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 13
  14. 14. Project Plan – Phase 1B Content Deleted for Confidentiality ReasonsResearch work is not included in effort estimationTE – Technical effort; BE – Business effort Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 14
  15. 15. Project Plan – Phase 2 Content Deleted for Confidentiality Reasons Research work is not included in effort estimation Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 15
  16. 16. Project Plan – Phase 2 Content Deleted for Confidentiality Reasons Research work is not included in effort estimation Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 16
  17. 17. Project Plan - Overall Content Deleted for Confidentiality ReasonsAssumptions:1. Includes Research areas Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 17
  18. 18. Company Profile Tool Demo Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 18
  19. 19. Accessing Company Profile ToolAccess URL: http://insight-tools1.idc.oracle.com/CBTool/cbHome.jsp Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 19
  20. 20. 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 Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 20
  21. 21. Company Search & Selection Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 21
  22. 22. Report Selection & Generate PowerPoint Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 22
  23. 23. Peer Selection Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 23
  24. 24. Peer Selection – Manual Company Add Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 24
  25. 25. Peer Selection Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 25
  26. 26. Report Generation Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 26
  27. 27. Financial Information Support Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 27
  28. 28. Output file Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 28
  29. 29. Industry Change - OneSource Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 29
  30. 30. Peer Selection – Industry Change Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential
  31. 31. Industry Change – OneVoice Industry Templates Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 31
  32. 32. Output file Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 32
  33. 33. User Guide & Help Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 33
  34. 34. Contacting Insight Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 34
  35. 35. Value-add of CPT over OneSource data Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 35
  36. 36. Known issues with OneSource data - unresolved Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 36
  37. 37. Next Steps – KM Online IntegrationVision: 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 Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 37
  38. 38. CPT – Final DeckTypical deck configuration: Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 38
  39. 39. CPT – Final Deck – Dynamic Slides Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 39
  40. 40. CPT – KM Online Integration Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 40
  41. 41. KM- Technical Tasks Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 41
  42. 42. KM- Technical Tasks – DataTable for Parent-Child - Origination Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 42
  43. 43. KM- Online provisioning by slide– Push-system - notrecommended Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 43
  44. 44. KM- Online provisioning by industry/sub-industry– Pull – system- Destination - recommended Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 44
  45. 45. KM – Understanding Dynamic Behavior Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 45
  46. 46. KM- Online provisioning by industry/sub-industry– Dynamic content Week of August 6, 2007 Slide 1002 (added) Slide 289 (deleted) Week of August 13, 2007We might do the refresh once a Month instead of after a Week Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 46
  47. 47. KM- Online provisioning by industry/sub-industry– Dynamic Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 47
  48. 48. KM Integration - Comparison Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 48
  49. 49. KM- Technical Tasks Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 49
  50. 50. CPT – KM Online Integration Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 50
  51. 51. KM- Comparison with the current method Content Deleted for Confidentiality Reasons Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 51
  52. 52. CPT – KM Online IntegrationQuestions:How dynamic is the industry content and customer references?Resource Plan• Development: ?• Maintenance: 2 part-time persons with technical cum business acumenRecommendation• 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 Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 52
  53. 53. 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 Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 53
  54. 54. Q&ACopyright ©2006, Oracle. All rights reserved. Oracle Confidential 54
  55. 55. Copyright ©2006, Oracle. All rights reserved. Oracle Confidential 55

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