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IR Websites and XBRL Rendering<br />July 30, 2009<br />Presented by: Darrell Heaps<br />Co-Founder  & CEO<br />Q4 Web Syst...
About Q4 Web Systems<br />SaaS platform to manage IR websites and communications <br />Complete CMS with workflow and coll...
XBRL & IR Websites <br />
What I’m going to cover<br />XBRL mandate <br />IR websites and the social financial web<br />Investor relations adoption<...
XBRL Mandate<br />XBRL must be hosting data on filer’s IR site<br />Must remain there for at least 12 months<br />Within s...
XBRL and IR Websites<br />Companies are doing the bare minimum with XBRL on their websites. ‘They’re complying with the SE...
IR website is a primary channel<br />Source: Rivel Research<br />
Source: Universal McCann Wave 3 & <br />Nielsen Online reporthttp://bit.ly/11il0Y <br />Social media defining online exper...
Financial Blogs and Social Networks <br />Largest financial blog aggregator Partnered with Yahoo!Finance<br />4 million un...
Investor Relations Adoption<br />Until IROs see XBRL as a strategic tool they will always look to the minimum to be compli...
Our view of what’s needed<br />Render financials on the IR website<br />Interactive features<br />Discoverable by search e...
Q4 XBRL Examples<br />
Viewer and XBRL Community<br />Beta<br />
Real-time rendering from SEC<br />
Informative Pop-ups<br />
Links to Source files for download<br />
Shareable and Embeddable<br />
What’s to come<br />Graphs and Visualization<br />Atomized content sharing and embedding<br />Example concept from wikinve...
What’s to come<br />Graphs and Visualization<br />Atomized content sharing and embedding<br />Example concept from wikinve...
Connect with Q4www.q4blog.comwww.twitter.com/q4websystemswww.twitter.com/darrellheaps<br />
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IR Websites and XBRL Rendering - July 30, 2009

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This presentation was given as part of a panel discussion Best Practices and Current Approaches for Rendering XBRL at the XBRL-US developer Technology Workshop & Summit recently held in Santa, Clara, CA in which presenters discussed current approaches and emerging practices for preparing and rendering XBRL content.

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IR Websites and XBRL Rendering - July 30, 2009

  1. 1. IR Websites and XBRL Rendering<br />July 30, 2009<br />Presented by: Darrell Heaps<br />Co-Founder & CEO<br />Q4 Web Systems <br />darrellh@q4websystems.com<br />www.twitter.com/darrellheaps<br />
  2. 2. About Q4 Web Systems<br />SaaS platform to manage IR websites and communications <br />Complete CMS with workflow and collaboration <br />Customizable best practice templates<br />Detailed website records and audit trail<br />Social media and XBRL integration<br />www.q4websystems.com <br />
  3. 3. XBRL & IR Websites <br />
  4. 4. What I’m going to cover<br />XBRL mandate <br />IR websites and the social financial web<br />Investor relations adoption<br />Our view of what’s required<br />Current and future solutions<br />
  5. 5. XBRL Mandate<br />XBRL must be hosting data on filer’s IR site<br />Must remain there for at least 12 months<br />Within same calendar day<br />No requirement to do more than provide the RAW XBRL<br />
  6. 6. XBRL and IR Websites<br />Companies are doing the bare minimum with XBRL on their websites. ‘They’re complying with the SEC rules by putting their XBRL statements on the web but they aren’t giving users any tools to play around with them,’<br />Neal Hannon, senior XBRL consultant at Cambridge, Massachusetts-based Gilbane Group. IR Magazine Blog, July 29, 2009 http://bit.ly/pTEle<br />
  7. 7. IR website is a primary channel<br />Source: Rivel Research<br />
  8. 8. Source: Universal McCann Wave 3 & <br />Nielsen Online reporthttp://bit.ly/11il0Y <br />Social media defining online experience<br />
  9. 9. Financial Blogs and Social Networks <br />Largest financial blog aggregator Partnered with Yahoo!Finance<br />4 million unique users/month – 25% institutional investors<br />Trading social network. Based on Twitter. Available through Bloomberg.<br />Wiki finance portal. Social interactive data.<br />
  10. 10. Investor Relations Adoption<br />Until IROs see XBRL as a strategic tool they will always look to the minimum to be compliant<br />What value can IRO provide to their investors that they are not currently offering? (Basic tables not enough) <br />Focus on IROs and investors and giving them innovative tools that are immediate, valuable and shareable<br />Data should be discoverable, portable and viral<br />
  11. 11. Our view of what’s needed<br />Render financials on the IR website<br />Interactive features<br />Discoverable by search engines<br />Download of raw XBRL<br />Maintain link to authority (SEC database)<br />URL is permanent http://mycompany.com/SECFilings/20090615/10K/Exhibit101/MyCompany.xsd<br />Charts and visualization<br />Shareable and embeddable<br />Atomized content (i.e. share just income statement)<br />
  12. 12. Q4 XBRL Examples<br />
  13. 13.
  14. 14.
  15. 15. Viewer and XBRL Community<br />Beta<br />
  16. 16. Real-time rendering from SEC<br />
  17. 17. Informative Pop-ups<br />
  18. 18. Links to Source files for download<br />
  19. 19. Shareable and Embeddable<br />
  20. 20. What’s to come<br />Graphs and Visualization<br />Atomized content sharing and embedding<br />Example concept from wikinvest.com http://bit.ly/11Ju6U<br />
  21. 21. What’s to come<br />Graphs and Visualization<br />Atomized content sharing and embedding<br />Example concept from wikinvest.com http://bit.ly/11Ju6U<br />
  22. 22. Connect with Q4www.q4blog.comwww.twitter.com/q4websystemswww.twitter.com/darrellheaps<br />

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