Analytics, Insight, Action

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200 0“For organizations and their ﬁnance functions today,
data represents the ultimate challenge and the
ultimate opportunity.”
– Jeanne E. Johnson, KPMG LLP1
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http://www.kpmg.com/US/en/IssuesAndInsights/ArticlesPublications/Documents/big-data-big-opportunity.pdf

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of the most proﬁtable companies will
manage their business processes using
real-time predictive analytics.2
By 2016,
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http://www.gartner.com/newsroom/id/2349215

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Let’s ﬁnd out why.
More and more ﬁnance leaders are applying
analytics, insight and action when making
strategic business decisions.

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Analytics
Deﬁned

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“Analytics is the discovery and communication of
meaningful patterns in data. Analytics often favors
data visualization to communicate insight.”3
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http://en.wikipedia.org/wiki/Analytics

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Why does this matter to ﬁnance professionals?

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Because…Because…

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“With an information-driven culture focused on
business outcomes, data analytics can produce
the power that drives the growth engine.”4
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Insight
Deﬁned

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“The power of acute observation and deduction,
penetration, discernment, perception called intellection.”5
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http://en.wikipedia.org/wiki/Insight

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How can gathering insight drive your bottom line?

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Like this…

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“In the current information-driven age of structured
and unstructured data, leaders are beginning to take
a 360-degree view of the extraordinary volume of data
available to them – historic, current and predictive –
so they can extract from it what they need as well as
discover what they don’t yet know they need.”6
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Action
Deﬁned

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“The fact or process of doing something,
typically to achieve an aim.”7
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http://tinyurl.com/o9mce4b

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Is your ﬁnance department using actionable knowledge?

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Actionable knowledge
=
Results

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“Developing actionable knowledge calls for a focus
on outcomes, the talent to analyze and apply insights
and a holistic point of view that encompasses the
organization and the extended ecosystem in
which it operates.”8
8

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Let’s take a look at some examples of where analytics,
insight and action are applied.

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Example #1:
Audit Fees

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By drawing upon analytics, it was determined that…

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Higher auditor fees have a direct
impact on stock performance.9
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http://www.accountingtoday.com/news/High-Audit-Fees-Precede-Poor-Company-Performance-60293-1.html

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What’s the insight here?
?
?? ?
?
?
?
?

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The higher the audit fee, the more
likely the company is in trouble.

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Let’s take some action…

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Monitor competitors’ audit fees in your disclosure
research solution by using the search string audit
fee* w/10 audit related fees in 10-K and 10-Q ﬁlings.

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Example #2:
Agreements, Plans of
Merger or Acquisition Agreements

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Analytics show…

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Varying degrees of negotiations– perfect for benchmarking.

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Insight includes…

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• Intelligence about peers and competitors
• Awareness around your own due diligence

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Here’s how to take action:

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Use the search string acquisition agreement w/10
execution copy in your disclosure research tool when
looking for aides in negotiating an agreement mid-draft.

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Example #3:
Summary Executive Compensation Table

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Analytics tell-all:

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Compare ﬁnancial payments and non-monetary beneﬁts
provided to high-level management to analyze trends.

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You can collect insight on how to:

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• Attract the right talent
• Retain great talent
• Create competitive
compensation packages

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Start your research now by conducting a search using
the string summary executive compensation table in
the ﬁling category: DEF14A.

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Read this:
Understand the 3 Ways Automation will Help you Monitor
Financial Rules & Regulations
Print this:
Use an SEC filings Calendar to keep on top of deadlines
Know this:
A Guide to Guidance: Upcoming Changes to U.S. GAAP
Resources

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Learn more about how to apply analytics, insight and action.
Contact us.
DisclosureNet™
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Toronto, ON M5H 2S8
T: 866.974.3638
F: 416.913.0446
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