This education module is a hands-on exercise. You can follow the steps in PowerDesigner or your modeling tool.
Example: FDIC Bank Call Report reference data
We use five of the FIB Fundamental Supertypes to create a concept map.
Transpose the concept map to a Data Model subject area
Review the conceptual data model and compare to the ontology graph
Financial Industry Business Unified Model (FIBUM)Jurgen Ziemer
Semantics for Object Modelers, Application Developers, and Data Architects with “other” data modeling tools.
The presentation is An addendum to the introduction to the ontology-derived Enterprise Data Model, FIB-DM.
The document discusses the Financial Industry Business Data Model (FIB-DM), which is a conceptual data model derived from the Financial Industry Business Ontology (FIBO). FIB-DM bridges the gap between semantic data management using ontologies and conventional relational databases. It transforms the FIBO ontology, which is specified using Ontology Web Language (OWL), into a model that can be implemented in relational databases. FIB-DM addresses the need for financial institutions to leverage the semantics of ontologies while still supporting traditional transactional systems that use relational databases.
The document discusses a joint whitepaper from several major IT vendors that outlines a proposed common interface for configuration management database (CMDB) products to facilitate data federation. The whitepaper proposes services for CMDB administration, resource federation and reconciliation, resource querying, and subscription/notification to address key challenges around connecting diverse management data sources. While this cooperation is promising, open standards will be important to ensure interoperability and avoid vendor lock-in.
The document describes MDMF DPGI v3.0, an HTML-based product that provides standardized frameworks (pyramids) for data management, business processes, information governance, and infrastructure architecture. Each pyramid contains multiple levels that define aspects like domains, concepts, life cycles, processes, models, and physical implementations. Templates are used to collect and store metadata produced through each pyramid's lifecycles in an enterprise metadata repository. Implementing the pyramids individually or together provides a common way to organize an organization's key information.
Improving B2B Transactions by Exploiting Business RegistriesGihan Wikramanayake
Manjith Gunatilaka, G N Wikramanayake, D D Karunaratna (2004) "Improving B2B Transactions by Exploiting Business Registries" In:23rd National Information Technology Conference, pp. 103-109. Computer Society of Sri Lanka, Colombo: CSSL Jul 8-9, ISBN: 955-9155-12-1
The document describes an expanded version of the MDM Framework (MDMF) product called MDMF DPGI. MDMF DPGI includes pyramid structures for data management, business processes, information governance, and infrastructure architecture. Each pyramid contains multiple levels that define domains, concepts, life cycles, processes, models, and the physical implementation. Standard templates collect metadata from each pyramid and store it in an enterprise metadata repository to provide a foundation for business decisions.
110 Introduction To Xbrl Taxonomies And Instance Documents Sept 2007 Print Ve...helggeist
The document provides an overview of XBRL (eXtensible Business Reporting Language) and compares it to XML. It discusses XBRL taxonomies, which define reporting concepts and relationships, and XBRL instance documents, which contain reported facts that are constrained by the taxonomy. While XML provides a basis, XBRL was created to address XML's limitations for business reporting by allowing flexible extension of reporting structures and validating semantics and business rules, not just syntax.
S S Sooriarachchi, G N Wikramanayake, G K A Dias (2003) "A Tool for the Management of ebXML Resources" In:5th International Information Technology Conference, pp. 142-151. Infotel Lanka Society Ltd., Colombo, Sri Lanka: IITC Dec 1-7, ISBN: 955-8974-00-5
Financial Industry Business Unified Model (FIBUM)Jurgen Ziemer
Semantics for Object Modelers, Application Developers, and Data Architects with “other” data modeling tools.
The presentation is An addendum to the introduction to the ontology-derived Enterprise Data Model, FIB-DM.
The document discusses the Financial Industry Business Data Model (FIB-DM), which is a conceptual data model derived from the Financial Industry Business Ontology (FIBO). FIB-DM bridges the gap between semantic data management using ontologies and conventional relational databases. It transforms the FIBO ontology, which is specified using Ontology Web Language (OWL), into a model that can be implemented in relational databases. FIB-DM addresses the need for financial institutions to leverage the semantics of ontologies while still supporting traditional transactional systems that use relational databases.
The document discusses a joint whitepaper from several major IT vendors that outlines a proposed common interface for configuration management database (CMDB) products to facilitate data federation. The whitepaper proposes services for CMDB administration, resource federation and reconciliation, resource querying, and subscription/notification to address key challenges around connecting diverse management data sources. While this cooperation is promising, open standards will be important to ensure interoperability and avoid vendor lock-in.
The document describes MDMF DPGI v3.0, an HTML-based product that provides standardized frameworks (pyramids) for data management, business processes, information governance, and infrastructure architecture. Each pyramid contains multiple levels that define aspects like domains, concepts, life cycles, processes, models, and physical implementations. Templates are used to collect and store metadata produced through each pyramid's lifecycles in an enterprise metadata repository. Implementing the pyramids individually or together provides a common way to organize an organization's key information.
Improving B2B Transactions by Exploiting Business RegistriesGihan Wikramanayake
Manjith Gunatilaka, G N Wikramanayake, D D Karunaratna (2004) "Improving B2B Transactions by Exploiting Business Registries" In:23rd National Information Technology Conference, pp. 103-109. Computer Society of Sri Lanka, Colombo: CSSL Jul 8-9, ISBN: 955-9155-12-1
The document describes an expanded version of the MDM Framework (MDMF) product called MDMF DPGI. MDMF DPGI includes pyramid structures for data management, business processes, information governance, and infrastructure architecture. Each pyramid contains multiple levels that define domains, concepts, life cycles, processes, models, and the physical implementation. Standard templates collect metadata from each pyramid and store it in an enterprise metadata repository to provide a foundation for business decisions.
110 Introduction To Xbrl Taxonomies And Instance Documents Sept 2007 Print Ve...helggeist
The document provides an overview of XBRL (eXtensible Business Reporting Language) and compares it to XML. It discusses XBRL taxonomies, which define reporting concepts and relationships, and XBRL instance documents, which contain reported facts that are constrained by the taxonomy. While XML provides a basis, XBRL was created to address XML's limitations for business reporting by allowing flexible extension of reporting structures and validating semantics and business rules, not just syntax.
S S Sooriarachchi, G N Wikramanayake, G K A Dias (2003) "A Tool for the Management of ebXML Resources" In:5th International Information Technology Conference, pp. 142-151. Infotel Lanka Society Ltd., Colombo, Sri Lanka: IITC Dec 1-7, ISBN: 955-8974-00-5
This document provides an in-depth discussion and recipes for developing IDocs in SAP R/3 for electronic data interchange (EDI) and e-commerce. It teaches how to use IDocs and application link enabling (ALE) to automate business processes like order entry, invoicing, and payments. The book is written for experienced SAP R/3 consultants and developers and provides technical details on customizing the IDoc engine, designing IDoc structures, and setting up automated workflows based on IDocs. It aims to help readers set up automated business scenarios with R/3 using IDocs, ALE, and workflow in an easy and cost-effective way.
Workshop on requirements and modeling at HAE 2015Olivier Béghain
1. The document discusses requirements modeling in IT projects and how modeling techniques can be used to better understand requirements and be understood.
2. It provides background on the presenter and an overview of various modeling techniques such as use case diagrams, class diagrams, and collaboration diagrams that can be used.
3. The document then walks through an example of modeling the requirements for a deal initiation system using techniques like identifying entities, controllers, boundaries, use cases, and class responsibilities to develop a conceptual model of the system requirements.
This document discusses electronic data interchange (EDI), which allows companies to exchange structured data electronically. EDI defines standards for precise data formats and transactions to facilitate the automated exchange of documents like purchase orders and invoices between organizations. It outlines how EDI works, the structure of EDI transactions and data segments, benefits like reduced costs and errors from re-keying data, and considerations around EDI standards and subscription options for companies.
The document provides an overview of electronic data interchange (EDI). It describes EDI as the computer-to-computer exchange of business data between companies using standardized formats. The document outlines the history of EDI beginning in the 1960s and the development of national EDI standards in the 1970s. It also discusses EDI standards like ANSI X12 and EDIFACT, the use of value-added networks, and advantages of EDI like lower costs and fewer errors.
Information As A Service – The Key To The Correct Decisions At The Right TimeAcando Consulting
This set of slides were used in a seminar given by Acando in April 2009. This seminar was part of a three-part theme all focusing on information and how to leverage information to create competitive advantage.
The title of this presentation is “Information as a Service – the key to the correct decisions at the right time”. The seminar used a chain of information evolution defined as “data -> information -> knowledge -> understanding -> wisdom” (see Ackoff, R. L., "From Data to Wisdom", Journal of Applies Systems Analysis, Volume 16,1989 p 3-9).
The key point made is that data, information and knowledge can be captured in information systems and often exposed as some kind of automated service, but understanding and wisdom requires a different approach. One such suggested approach relies on social networks and leverages 2.0-concepts.
Of course the message is hard to convey without the presentation being made, but I hope this set of slides can act as a catalyst for some interesting discussions. Please feel free to contact me with any questions regarding the presentation or individual slides.
Mattias Abrahamsson (mattias.abrahamsson@acando.com)
The XFRML Working Group is developing standards for the XML-based Financial Reporting Markup Language (XFRML) to make it easier to share financial information across incompatible systems. XFRML would provide a standard syntax for creating and exchanging structured financial data. The goal is to have an initial set of XML document types defined by March 2000. XFRML is supported by several major organizations and aims to reduce the costs of distributing financial information by facilitating information sharing.
A short study on telecom information models & offeringsSayak Majumder
This document takes a holistic & non-commercial view on some of the available Information Model offerings in tele-communications industry from Traditional Business Intelligence perspective and in context with the Tele Management Forums Information Architecture; SID (Shared Information Data Model, currently known as the Information Framework). This document does not serve as a business use case or a promotional use case for any particular offering. This is rather a knowledge artifact which provides some insight on the currently available solutions. The target audience of this document is the Information management team(s) for various Telecom Operators who deal with the information management solutions and information architectures for telecom service providers.
This chapter discusses data modeling and entity relationship diagrams (ERDs). An ERD graphically displays entities, attributes, and relationships within a system. Key elements include entities, attributes, relationships, cardinality, and the data dictionary. The process of creating an ERD involves identifying entities, adding attributes, and defining relationships. Validation includes normalization and ensuring the ERD balances with process models.
Semantic Compliance with FIBO and Fund OntologyJurgen Ziemer
Session Profile, EDW 2018, San Diego:
Semantic Compliance®: Dodd-Frank and the Investment Adviser Act (IAA) in FIBO
Jurgen Ziemer, Ontologist at Jayzed Data Models Inc.
http://jayzed.com/
Thursday, April 26, 2018, Level: Intermediate
The IAA stipulates fund managers must register with the Securities and Exchange Commission (SEC) if they meet the definition of an investment adviser and don’t qualify for exclusion, exemption, or prohibition.
The Fund Ontology encodes these business rules in a hierarchy of defined classes.
The Reasoner infers class membership and determines the FIBO Financial Service Provider instances required to register.
The session also shows how to integrate SEC forms ADV (advisers) and PF (private funds) into FIBO.
For the business audience, we show the roadmap to Semantic Compliance with FIBO.
You can watch the conference presentation on YouTube: https://www.youtube.com/channel/UCXUVRvqp2Y4N_YwHlSEB1gQ
Why XBRL - Preparing for the Future of Your BusinessBrian Hill
The document discusses the benefits and requirements of XBRL (eXtensible Business Reporting Language) filing for public companies. It notes that the SEC now requires public companies to tag financial reports with XBRL by 2011. There are three main options for companies to file in XBRL: outsource tagging, use independent software, or integrate a software solution. The document recommends an integrated software solution as it can automate tagging, reduce filing time by 30%, and provide long term benefits by linking tags to source data and facilitating reporting across systems.
CrowdPay provides a customizable, white-label SAAS platform for crowdfunding that includes all necessary features and compliance functions. Their solution allows companies to launch their own branded crowdfunding portal quickly and easily. CrowdPay handles the technical implementation and ongoing maintenance so companies can focus on their crowdfunding campaigns. Their platform also includes integrated marketing and payment tools to streamline the entire crowdfunding process.
Record keeper consolidation is continuing in the retirement services industry due to rising technology costs and increased demands for lower fees and greater capabilities. Many record keepers are looking to reduce costs through cost cutting measures and adopting new technologies like Software as a Service (SaaS) models. Invest n Retire argues that their proprietary record keeping system delivered through a SaaS model can reduce record keeping costs by 50% or more by eliminating expenses associated with maintaining licensed software systems. The document promotes Invest n Retire's record keeping and trading platform for defined contribution plans and unified managed accounts.
Fifth Third Bank integrated real-time derivative market data within its enterprise to enable more accurate pricing of interest rate derivatives. It worked with IBM to build a service-oriented architecture solution using IBM WebSphere Front Office to integrate Bloomberg market data feeds into its existing Market Risk application from Reuters. This allows Fifth Third to negotiate better pricing on interest rate derivative deals by facilitating mark-to-market comparisons. The project delivered significant cost savings and returns.
Pivotal Research: Madison and Wall 4 13-12Brian Crotty
Welcome to Pivotal Research’s “Madison & Wall”. The title refers to our work which sits at the intersection between the advertising industry and the financial world. We hope you’ll find these brief notes useful for their contrast to the hyperbole that pervades much of the chatter at that location.
INS is a fintech company operating primarily through Corecard, an issuer-processor that provides account management and transaction processing software. The software allows for complex credit programs and real-time authorizations. Recently, Goldman Sachs chose Corecard to help process payments for Apple Card. Short reports have alleged fraudulent activities, but their credibility is uncertain. Going forward, management must demonstrate the ability to transition from licensing to processing as planned.
The document discusses ArcSight, a security software company, being ranked as the top "in use" vendor for event log management systems and security information event management according to a study. Some key findings from the study include that 100% of current ArcSight customers plan to stay with the company and 50% plan to increase spending on ArcSight's products in 2010. The document also notes that ArcSight received high ratings in areas like delivering as promised and brand reputation.
The document discusses steps to take a 'write my paper for me' request on the HelpWriting.net website, which includes completing an order form, having writers bid on the request, choosing a writer, making a deposit, and then reviewing and authorizing payment for the completed paper if satisfied. It also notes the site offers free revisions and stands by promises to provide original, high-quality content or offer a full refund.
2020 Software Company Benchmark Report - 132 CompaniesKelly Thomas
This is the 2020-1 version. This will be updated regularly throughout the year based on new financials and market cap information.
Benchmark analysis of 132 publicly-traded software companies. Includes growth rates, gross margin, market capitalization, EBITDA, sales and marketing investment, R&D investment, G&A, stock compensation, operating income, revenue per employee, historical analysis, IPO analysis, free cash flow, and cash position, along with market cap correlation analysis and many others.
Pund-IT: Getting Things Right—Software and IBM’s Acquisition StrategyMauricio Godoy
This weekly review discusses IBM's acquisition strategy and how it has contributed to the company's success. The document summarizes that IBM has completed over 120 acquisitions since 2002, more than 70 of which were software related. These acquisitions have helped IBM expand into new markets, round out its product portfolio more quickly, and drive strategies like Smarter Planet. The review also examines IBM's recent acquisitions of Algorithmics and i2 as examples of deals that strengthen IBM's analytics offerings for industries like banking and retail. It concludes that IBM's track record of integration success positions it well to continue leveraging acquisitions for growth.
This document discusses executive compensation peer groups and appropriate methodologies for constructing them. It recommends that peer groups consist of companies similar in industry and size to the client, as these are the biggest factors influencing compensation levels. Revenue and market capitalization should be within 0.5-2.0x of the client's. While talent or aspirational competitors may be considered, direct compensation comparisons are inappropriate. Industry remains most important, but exceptions can be made if a company has unique characteristics warranting a modified approach.
This document discusses executive compensation peer groups and appropriate methodologies for constructing them. It recommends that peer groups consist of companies similar in both industry and size to the client, as these are the biggest factors influencing pay levels and structures. Additionally, peer companies should have revenues and market capitalizations within 0.5-2.0 times of the client's, in order to provide an appropriate basis for compensation comparisons. The document cautions against using "aspirational" or "talent" peer groups that do not accurately reflect the client's current size and industry.
The document discusses Oracle Fusion enterprise structures. It defines key concepts like enterprise, division, legal entity, and business unit. An enterprise captures a company name and headquarters. Structures are implemented through legal entities, divisions/business units, and departments. Divisions segregate businesses and business units perform functions that can be managed together. Legal entities define registered companies. Departments track employees. Reference data sets share common data like jobs, grades, and locations across business units. The Enterprise Structures Configurator tool guides users to set up divisions, entities, units, and reference data based on questions about an enterprise.
This document provides an in-depth discussion and recipes for developing IDocs in SAP R/3 for electronic data interchange (EDI) and e-commerce. It teaches how to use IDocs and application link enabling (ALE) to automate business processes like order entry, invoicing, and payments. The book is written for experienced SAP R/3 consultants and developers and provides technical details on customizing the IDoc engine, designing IDoc structures, and setting up automated workflows based on IDocs. It aims to help readers set up automated business scenarios with R/3 using IDocs, ALE, and workflow in an easy and cost-effective way.
Workshop on requirements and modeling at HAE 2015Olivier Béghain
1. The document discusses requirements modeling in IT projects and how modeling techniques can be used to better understand requirements and be understood.
2. It provides background on the presenter and an overview of various modeling techniques such as use case diagrams, class diagrams, and collaboration diagrams that can be used.
3. The document then walks through an example of modeling the requirements for a deal initiation system using techniques like identifying entities, controllers, boundaries, use cases, and class responsibilities to develop a conceptual model of the system requirements.
This document discusses electronic data interchange (EDI), which allows companies to exchange structured data electronically. EDI defines standards for precise data formats and transactions to facilitate the automated exchange of documents like purchase orders and invoices between organizations. It outlines how EDI works, the structure of EDI transactions and data segments, benefits like reduced costs and errors from re-keying data, and considerations around EDI standards and subscription options for companies.
The document provides an overview of electronic data interchange (EDI). It describes EDI as the computer-to-computer exchange of business data between companies using standardized formats. The document outlines the history of EDI beginning in the 1960s and the development of national EDI standards in the 1970s. It also discusses EDI standards like ANSI X12 and EDIFACT, the use of value-added networks, and advantages of EDI like lower costs and fewer errors.
Information As A Service – The Key To The Correct Decisions At The Right TimeAcando Consulting
This set of slides were used in a seminar given by Acando in April 2009. This seminar was part of a three-part theme all focusing on information and how to leverage information to create competitive advantage.
The title of this presentation is “Information as a Service – the key to the correct decisions at the right time”. The seminar used a chain of information evolution defined as “data -> information -> knowledge -> understanding -> wisdom” (see Ackoff, R. L., "From Data to Wisdom", Journal of Applies Systems Analysis, Volume 16,1989 p 3-9).
The key point made is that data, information and knowledge can be captured in information systems and often exposed as some kind of automated service, but understanding and wisdom requires a different approach. One such suggested approach relies on social networks and leverages 2.0-concepts.
Of course the message is hard to convey without the presentation being made, but I hope this set of slides can act as a catalyst for some interesting discussions. Please feel free to contact me with any questions regarding the presentation or individual slides.
Mattias Abrahamsson (mattias.abrahamsson@acando.com)
The XFRML Working Group is developing standards for the XML-based Financial Reporting Markup Language (XFRML) to make it easier to share financial information across incompatible systems. XFRML would provide a standard syntax for creating and exchanging structured financial data. The goal is to have an initial set of XML document types defined by March 2000. XFRML is supported by several major organizations and aims to reduce the costs of distributing financial information by facilitating information sharing.
A short study on telecom information models & offeringsSayak Majumder
This document takes a holistic & non-commercial view on some of the available Information Model offerings in tele-communications industry from Traditional Business Intelligence perspective and in context with the Tele Management Forums Information Architecture; SID (Shared Information Data Model, currently known as the Information Framework). This document does not serve as a business use case or a promotional use case for any particular offering. This is rather a knowledge artifact which provides some insight on the currently available solutions. The target audience of this document is the Information management team(s) for various Telecom Operators who deal with the information management solutions and information architectures for telecom service providers.
This chapter discusses data modeling and entity relationship diagrams (ERDs). An ERD graphically displays entities, attributes, and relationships within a system. Key elements include entities, attributes, relationships, cardinality, and the data dictionary. The process of creating an ERD involves identifying entities, adding attributes, and defining relationships. Validation includes normalization and ensuring the ERD balances with process models.
Semantic Compliance with FIBO and Fund OntologyJurgen Ziemer
Session Profile, EDW 2018, San Diego:
Semantic Compliance®: Dodd-Frank and the Investment Adviser Act (IAA) in FIBO
Jurgen Ziemer, Ontologist at Jayzed Data Models Inc.
http://jayzed.com/
Thursday, April 26, 2018, Level: Intermediate
The IAA stipulates fund managers must register with the Securities and Exchange Commission (SEC) if they meet the definition of an investment adviser and don’t qualify for exclusion, exemption, or prohibition.
The Fund Ontology encodes these business rules in a hierarchy of defined classes.
The Reasoner infers class membership and determines the FIBO Financial Service Provider instances required to register.
The session also shows how to integrate SEC forms ADV (advisers) and PF (private funds) into FIBO.
For the business audience, we show the roadmap to Semantic Compliance with FIBO.
You can watch the conference presentation on YouTube: https://www.youtube.com/channel/UCXUVRvqp2Y4N_YwHlSEB1gQ
Why XBRL - Preparing for the Future of Your BusinessBrian Hill
The document discusses the benefits and requirements of XBRL (eXtensible Business Reporting Language) filing for public companies. It notes that the SEC now requires public companies to tag financial reports with XBRL by 2011. There are three main options for companies to file in XBRL: outsource tagging, use independent software, or integrate a software solution. The document recommends an integrated software solution as it can automate tagging, reduce filing time by 30%, and provide long term benefits by linking tags to source data and facilitating reporting across systems.
CrowdPay provides a customizable, white-label SAAS platform for crowdfunding that includes all necessary features and compliance functions. Their solution allows companies to launch their own branded crowdfunding portal quickly and easily. CrowdPay handles the technical implementation and ongoing maintenance so companies can focus on their crowdfunding campaigns. Their platform also includes integrated marketing and payment tools to streamline the entire crowdfunding process.
Record keeper consolidation is continuing in the retirement services industry due to rising technology costs and increased demands for lower fees and greater capabilities. Many record keepers are looking to reduce costs through cost cutting measures and adopting new technologies like Software as a Service (SaaS) models. Invest n Retire argues that their proprietary record keeping system delivered through a SaaS model can reduce record keeping costs by 50% or more by eliminating expenses associated with maintaining licensed software systems. The document promotes Invest n Retire's record keeping and trading platform for defined contribution plans and unified managed accounts.
Fifth Third Bank integrated real-time derivative market data within its enterprise to enable more accurate pricing of interest rate derivatives. It worked with IBM to build a service-oriented architecture solution using IBM WebSphere Front Office to integrate Bloomberg market data feeds into its existing Market Risk application from Reuters. This allows Fifth Third to negotiate better pricing on interest rate derivative deals by facilitating mark-to-market comparisons. The project delivered significant cost savings and returns.
Pivotal Research: Madison and Wall 4 13-12Brian Crotty
Welcome to Pivotal Research’s “Madison & Wall”. The title refers to our work which sits at the intersection between the advertising industry and the financial world. We hope you’ll find these brief notes useful for their contrast to the hyperbole that pervades much of the chatter at that location.
INS is a fintech company operating primarily through Corecard, an issuer-processor that provides account management and transaction processing software. The software allows for complex credit programs and real-time authorizations. Recently, Goldman Sachs chose Corecard to help process payments for Apple Card. Short reports have alleged fraudulent activities, but their credibility is uncertain. Going forward, management must demonstrate the ability to transition from licensing to processing as planned.
The document discusses ArcSight, a security software company, being ranked as the top "in use" vendor for event log management systems and security information event management according to a study. Some key findings from the study include that 100% of current ArcSight customers plan to stay with the company and 50% plan to increase spending on ArcSight's products in 2010. The document also notes that ArcSight received high ratings in areas like delivering as promised and brand reputation.
The document discusses steps to take a 'write my paper for me' request on the HelpWriting.net website, which includes completing an order form, having writers bid on the request, choosing a writer, making a deposit, and then reviewing and authorizing payment for the completed paper if satisfied. It also notes the site offers free revisions and stands by promises to provide original, high-quality content or offer a full refund.
2020 Software Company Benchmark Report - 132 CompaniesKelly Thomas
This is the 2020-1 version. This will be updated regularly throughout the year based on new financials and market cap information.
Benchmark analysis of 132 publicly-traded software companies. Includes growth rates, gross margin, market capitalization, EBITDA, sales and marketing investment, R&D investment, G&A, stock compensation, operating income, revenue per employee, historical analysis, IPO analysis, free cash flow, and cash position, along with market cap correlation analysis and many others.
Pund-IT: Getting Things Right—Software and IBM’s Acquisition StrategyMauricio Godoy
This weekly review discusses IBM's acquisition strategy and how it has contributed to the company's success. The document summarizes that IBM has completed over 120 acquisitions since 2002, more than 70 of which were software related. These acquisitions have helped IBM expand into new markets, round out its product portfolio more quickly, and drive strategies like Smarter Planet. The review also examines IBM's recent acquisitions of Algorithmics and i2 as examples of deals that strengthen IBM's analytics offerings for industries like banking and retail. It concludes that IBM's track record of integration success positions it well to continue leveraging acquisitions for growth.
This document discusses executive compensation peer groups and appropriate methodologies for constructing them. It recommends that peer groups consist of companies similar in industry and size to the client, as these are the biggest factors influencing compensation levels. Revenue and market capitalization should be within 0.5-2.0x of the client's. While talent or aspirational competitors may be considered, direct compensation comparisons are inappropriate. Industry remains most important, but exceptions can be made if a company has unique characteristics warranting a modified approach.
This document discusses executive compensation peer groups and appropriate methodologies for constructing them. It recommends that peer groups consist of companies similar in both industry and size to the client, as these are the biggest factors influencing pay levels and structures. Additionally, peer companies should have revenues and market capitalizations within 0.5-2.0 times of the client's, in order to provide an appropriate basis for compensation comparisons. The document cautions against using "aspirational" or "talent" peer groups that do not accurately reflect the client's current size and industry.
The document discusses Oracle Fusion enterprise structures. It defines key concepts like enterprise, division, legal entity, and business unit. An enterprise captures a company name and headquarters. Structures are implemented through legal entities, divisions/business units, and departments. Divisions segregate businesses and business units perform functions that can be managed together. Legal entities define registered companies. Departments track employees. Reference data sets share common data like jobs, grades, and locations across business units. The Enterprise Structures Configurator tool guides users to set up divisions, entities, units, and reference data based on questions about an enterprise.
An integrating framework is needed that supports automated data mapping and sharing of risk and threat information. Semantic reference models provide unambiguous shared meaning that can reduce time, costs and risks when realized as enterprise capabilities. Conceptual models capture business semantics in an understandable way and can leverage semantics for efficiency through automation. Multiple technologies like graph databases, rules engines and APIs can be utilized based on a conceptual model to integrate information from various sources.
At the Federal Home Loan Bank (FHLB) of Dallas, regulatory reporting used to take weeks. Now it’s done in minutes. In this deck learn how the bank’s accounting team is using Workday Accounting Center and Workday Prism Analytics to gain insight into data—dramatically improving confidence in the organization’s financial information.
View related videos:
The Future of Finance with Workday https://www.youtube.com/watch?v=r_yiv4C6kk8
#wdaychats: Insights for the Changing World of Finance https://www.youtube.com/watch?v=O7Dl-bRFG1Y
Theme Capital Structure and leverageAssignment Case 3Deluxe.docxsusannr
Theme: Capital Structure and leverage
Assignment Case 3
Deluxe Corporation
Case 35 page 479
GUIDANCE SHEET
Synopsis
In July 2002, an investment banker advising Deluxe Corporation must prepare recommendations for the company’s board of directors regarding the firm’s financial policy. Some special considerations are the mix of debt and equity, maintenance of financial flexibility, and the preservation of an investment-grade bond rating. Complicating the assessment are low growth and technological obsolescence in the firm’s core business.
The objective is to recommend an appropriate financial policy for Deluxe Corporation and, in support of that recommendation, it is recommended to show the impact on the cost of capital, financial flexibility (i.e., unused debt capacity), bond rating, and other considerations.
Objectives
The following are the analytical objectives of this case study:
· Survey the determinants of corporate bond ratings. The case highlights the important influence of the rating agencies on the costs of debt and the access to capital markets. The case data afford students the opportunity to explore profitability, coverage ratios, and capitalization ratios as measures of credit quality.
· Explore the practical challenges involved in determining the optimal mix of debt and equity, in particular assessing the tradeoff between the benefits of debt tax shields and the costs of financial distress. The case affords the opportunity to highlight methodological problems in estimating the optimal mix.
· Consider the concepts of debt capacity and financial flexibility. The notion advanced in this case is that flexibility is the ability to access capital without falling short of the firm’s minimum target credit rating.
Introduction
In the check printing industry Deluxe has been one of the most dominant companies. The company occupies 49% of the market share and its compound annual was growing at the rate of 12%. The new forms of payments have really encroached on the demand of check printing industry. The demand greatly went down annually. There is a big challenge that is faced by the core business of Deluxe. The company opted to retain Singh was retained by the board of directors and asked him to come up with a plan for the new round of debt issuing. A clear indication is that at some point in the future the company will really struggle. In order to deal with the bad situation in the future, Deluxe must maintain the flexibility of its finances and ensure that it sets its cost of capital as low as possible through adopting the appropriate capital structure. This paper will be trying to find out the recommendations that can help Dluxe company to get back on truck with running its business.
Questions
1. What are the risks associated with Deluxe’s business and strategy? What financing requirements do you foresee for the firm in the coming years? ( HERE YOU ARE SUPPOSE TO ADD NUMBERS CHECK THE SAMPLE AGAIN PLEASE)
The n.
Linked in data to power sales - dreamforce nov 18 2013 - vfinal w. appendixAndres Bang
LinkedIn developed a data-driven approach to sales that blends account lens, analytics, and automation. They focus on understanding accounts at a high level by considering size of opportunity and likelihood. Analytics models assign scores to prioritize accounts. Automation uses triggers from user behavior and signals to proactively engage customers. Key learnings include the need for cross-functional partnerships and an experiment-measure approach to continuously improve the system. The goal is to leverage LinkedIn's data to power the most effective sales and marketing.
Ibm kenexa predictive hiring for cyber security rolesPauline Mura
Identifiez et recrutez des candidats top performers en utilisant la science.
Design a bespoke assessment that is
predictive of future performance within
Cyber Security roles for your organisation.
• Understand the relationship between
human capital metrics and business performance
for Cyber Security roles.
• Use for recruitment of internal and external
talent and assess to identify and acquire
candidates like your top performers in
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This presentation was provided by Steph Pollock of The American Psychological Association’s Journals Program, and Damita Snow, of The American Society of Civil Engineers (ASCE), for the initial session of NISO's 2024 Training Series "DEIA in the Scholarly Landscape." Session One: 'Setting Expectations: a DEIA Primer,' was held June 6, 2024.