This document provides an overview of the FAME, AMADEUS, and BANKSCOPE databases, including their content, key features, searching capabilities, and reports. It also discusses Cranfield University's experience using these databases, noting heavy usage by various programs. While the databases provide valuable data, their interfaces are outdated. A new beta version is being tested to improve functionality and modernize the search interfaces.
Microsoft CRM xRM4Legal 2014 Introduction and Demonstration 0917David Blumentals
1. Achieve reliable user adoption, attain a complete view of clients, position the firm to adapt quickly to business changes, align firm & IT needs, accelerate matter delivery & returns. For partners & lawyers this means a clear view of the firm, leveraging agility for competitive advantage, partnering with IT for long term success. For firm staff the benefits are using familiar Microsoft Office tools, role-tailored views of information, minimized data entry, consistent client processes & actionable reporting & analytics.
2. Benefit from intuitive segmentation tools to drive superior target client selection with workflow-driven processes to increase reach & relevancy. Ensure high user adoption by making CRM a natural extension of user & client habits, improve productivity by consolidating client information to a single location, reduce training & transition costs with easy-to-learn, easy-to- use applications.
3. Change the game on business development – improve the other 80% of business development staff (“clone our best rain makers”), convert every opportunity into a pitch for new business, breakdown physical boundaries & eliminate down time. Partners & lawyers will reach client satisfaction goals, drive new revenue opportunities, achieve true business insight & visibility. Business developers will better manage key KPIs, increase client team empowerment & morale, enforce a consistent business development process.
4. Create branded, professional documents that win more deals; streamline the processes around preparing proposals with easy reminders/alerts & workflow approvals. Approvals can be electronically routed via emails, smartphones & tablets.
5. xRM4Legal supports integration with a number of email marketing, survey & analytics providers. The MailChimp, ClickDimensions, CoreMotives & Concep Campaigner connectors support quick & easy sharing of information – from marketing lists maintained within xRM4Legal to activity responses generated. The result is full & effective integration between “best of class” applications.
6. Manage complex business relationships across clients, partners, multiple offices allowing greater flexibility to manage client relationships & interactions – both on-line & off-line. xRM4Legal users can easily enter, track, & view complex relationships, fostering higher user adoption & greater data quality. Enforce the completeness & accuracy of client personal information through business required & recommended data fields. Identify & merge duplicate records, allowing a data administrator to select which data values are retained on the merged record.
7. Firm DNA is a key strategic advantage in law. With xRM4Legal, the firm can support unique firm processes, atypical CRM needs – matching the technology to the firm, not the other way around. Minimize change management of people, the hardest part. Key features include: robust & extensible platform, flexible licensing model, reduced TCO, backed by Microsoft.
Hear how Kelly Battles, CFO of Host Analytics, works with her finance team to track key financial and operating metrics data to drive performance and keep the company on track to deliver growth in 2011. In addition, Lauren Kelley, CEO of OPEXEngine will present key software industry benchmarks from OPEXEngine’s comprehensive financial and operating benchmarking report, developed in partnership with the SIIA. Join us for this informative webinar to learn more about how the benefits of metrics-driven, fact based decision making can help you drive better performance and efficiency within your own organization.
Presenters:
Lauren Kelley, CEO & Founder, OPEXEngine
Kelly Battles, CFO, Host Analytics
About the presenters:
Lauren Kelley is CEO and founder of OPEXEngine, the leading publisher of software financial and operating benchmarks. Ms. Kelley brings 25 years of successful experience in tech company management to OPEXEngine, as well as 6 years as an international economist at the US Department of Commerce’s Office of Computers early in her career, after entering Federal service through the prestigious Presidential Management Intern program. Prior to building OPEXEngine, she worked 2 years as an executive-in-residence at Grand Banks Capital, a venture fund focused on East Coast technology companies, evaluating potential investments. She has worked and lived extensively in Europe. She was previously Senior VP of WW Sales at ATG, including establishing field operations throughout Europe and Asia/Pacific, and was a General Manager for approximately 20 countries at Borland out of Paris in the early ’90s. Ms. Kelley also helped build Compaq’s Central and East European operations, based in Munich. Ms. Kelley is currently based in London, where she lives with her husband and two children.
Kelly Bodnar Battles is the CFO of Host Analytics, inc., the only provider of a CPM (Corporate Performance Management) suite of products delivered via software as a service.
Prior to Host Analytics, Kelly was VP, Finance at IronPort Systems where she was the first finance hire and was responsible for building and leading the finance, accounting, administrative and various operational functions during her six years there. During her tenure at IronPort, the company grew from $2M to $250M in annual bookings and was sold to Cisco Systems (NASDAQ: CSCO).
Before IronPort, Kelly was a Director in HP’s Strategy and Corporate Development group, a Strategy Consultant with McKinsey and Company, and a Corporate Finance Associate at J.P. Morgan. Kelly graduated with a B.S.E. from Princeton and M.B.A. from Harvard, both with honors. Kelly lives in the Bay Area with her husband, and their 2 children, labrador retriever and rescue cat.
How Companies are using StratApps Analytics to Outsmart Competitionatul411
What is your return on BI? Do you have the complete view of your customers outside the four walls of your company? Big or small, better data means better insights and faster time to market. Find out how companies are using analytics to get ahead of the competition.
Microsoft CRM xRM4Legal 2014 Introduction and Demonstration 0917David Blumentals
1. Achieve reliable user adoption, attain a complete view of clients, position the firm to adapt quickly to business changes, align firm & IT needs, accelerate matter delivery & returns. For partners & lawyers this means a clear view of the firm, leveraging agility for competitive advantage, partnering with IT for long term success. For firm staff the benefits are using familiar Microsoft Office tools, role-tailored views of information, minimized data entry, consistent client processes & actionable reporting & analytics.
2. Benefit from intuitive segmentation tools to drive superior target client selection with workflow-driven processes to increase reach & relevancy. Ensure high user adoption by making CRM a natural extension of user & client habits, improve productivity by consolidating client information to a single location, reduce training & transition costs with easy-to-learn, easy-to- use applications.
3. Change the game on business development – improve the other 80% of business development staff (“clone our best rain makers”), convert every opportunity into a pitch for new business, breakdown physical boundaries & eliminate down time. Partners & lawyers will reach client satisfaction goals, drive new revenue opportunities, achieve true business insight & visibility. Business developers will better manage key KPIs, increase client team empowerment & morale, enforce a consistent business development process.
4. Create branded, professional documents that win more deals; streamline the processes around preparing proposals with easy reminders/alerts & workflow approvals. Approvals can be electronically routed via emails, smartphones & tablets.
5. xRM4Legal supports integration with a number of email marketing, survey & analytics providers. The MailChimp, ClickDimensions, CoreMotives & Concep Campaigner connectors support quick & easy sharing of information – from marketing lists maintained within xRM4Legal to activity responses generated. The result is full & effective integration between “best of class” applications.
6. Manage complex business relationships across clients, partners, multiple offices allowing greater flexibility to manage client relationships & interactions – both on-line & off-line. xRM4Legal users can easily enter, track, & view complex relationships, fostering higher user adoption & greater data quality. Enforce the completeness & accuracy of client personal information through business required & recommended data fields. Identify & merge duplicate records, allowing a data administrator to select which data values are retained on the merged record.
7. Firm DNA is a key strategic advantage in law. With xRM4Legal, the firm can support unique firm processes, atypical CRM needs – matching the technology to the firm, not the other way around. Minimize change management of people, the hardest part. Key features include: robust & extensible platform, flexible licensing model, reduced TCO, backed by Microsoft.
Hear how Kelly Battles, CFO of Host Analytics, works with her finance team to track key financial and operating metrics data to drive performance and keep the company on track to deliver growth in 2011. In addition, Lauren Kelley, CEO of OPEXEngine will present key software industry benchmarks from OPEXEngine’s comprehensive financial and operating benchmarking report, developed in partnership with the SIIA. Join us for this informative webinar to learn more about how the benefits of metrics-driven, fact based decision making can help you drive better performance and efficiency within your own organization.
Presenters:
Lauren Kelley, CEO & Founder, OPEXEngine
Kelly Battles, CFO, Host Analytics
About the presenters:
Lauren Kelley is CEO and founder of OPEXEngine, the leading publisher of software financial and operating benchmarks. Ms. Kelley brings 25 years of successful experience in tech company management to OPEXEngine, as well as 6 years as an international economist at the US Department of Commerce’s Office of Computers early in her career, after entering Federal service through the prestigious Presidential Management Intern program. Prior to building OPEXEngine, she worked 2 years as an executive-in-residence at Grand Banks Capital, a venture fund focused on East Coast technology companies, evaluating potential investments. She has worked and lived extensively in Europe. She was previously Senior VP of WW Sales at ATG, including establishing field operations throughout Europe and Asia/Pacific, and was a General Manager for approximately 20 countries at Borland out of Paris in the early ’90s. Ms. Kelley also helped build Compaq’s Central and East European operations, based in Munich. Ms. Kelley is currently based in London, where she lives with her husband and two children.
Kelly Bodnar Battles is the CFO of Host Analytics, inc., the only provider of a CPM (Corporate Performance Management) suite of products delivered via software as a service.
Prior to Host Analytics, Kelly was VP, Finance at IronPort Systems where she was the first finance hire and was responsible for building and leading the finance, accounting, administrative and various operational functions during her six years there. During her tenure at IronPort, the company grew from $2M to $250M in annual bookings and was sold to Cisco Systems (NASDAQ: CSCO).
Before IronPort, Kelly was a Director in HP’s Strategy and Corporate Development group, a Strategy Consultant with McKinsey and Company, and a Corporate Finance Associate at J.P. Morgan. Kelly graduated with a B.S.E. from Princeton and M.B.A. from Harvard, both with honors. Kelly lives in the Bay Area with her husband, and their 2 children, labrador retriever and rescue cat.
How Companies are using StratApps Analytics to Outsmart Competitionatul411
What is your return on BI? Do you have the complete view of your customers outside the four walls of your company? Big or small, better data means better insights and faster time to market. Find out how companies are using analytics to get ahead of the competition.
How to create a company profile from information freely available on a company website by Avtar Natt, BPP University College of Professional Studies. Presented at the Company Information Day held at Manchester Business School in May 2011.
Recruiting in the Digital Age: A Social Media MasterclassLuanWise
In this masterclass, presented at the Global HR Summit on 5th June 2024, Luan Wise explored the essential features of social media platforms that support talent acquisition, including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok.
Company Valuation webinar series - Tuesday, 4 June 2024FelixPerez547899
This session provided an update as to the latest valuation data in the UK and then delved into a discussion on the upcoming election and the impacts on valuation. We finished, as always with a Q&A
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As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
Premium MEAN Stack Development Solutions for Modern BusinessesSynapseIndia
Stay ahead of the curve with our premium MEAN Stack Development Solutions. Our expert developers utilize MongoDB, Express.js, AngularJS, and Node.js to create modern and responsive web applications. Trust us for cutting-edge solutions that drive your business growth and success.
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An introduction to the cryptocurrency investment platform Binance Savings.Any kyc Account
Learn how to use Binance Savings to expand your bitcoin holdings. Discover how to maximize your earnings on one of the most reliable cryptocurrency exchange platforms, as well as how to earn interest on your cryptocurrency holdings and the various savings choices available.
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
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LA HUG - Video Testimonials with Chynna Morgan - June 2024
Key Financials: FAME & Amadeus
1. Key FinancialsFAME, AMADEUS, and BANKSCOPE Suzanne Griffiths Information Specialist, Cranfield University s.t.griffiths@cranfield.ac.uk Business Librarians Association, Aston University Library, Birmingham December 7, 2009
2. Outline Demonstration of databases including Content and Key features Searching Reports and analysis Vendor support Our experience at Cranfield New beta versions Value for Money? Questions and Discussion
3. FAME Content What is it? Financial Analysis Made Easy (FAME) a database of company information UK and Irish companies 3.1 million active companies, 2.1 million of which are in a detailed format 3.7 million inactive companies Covers both public and private companies
4. FAME CONTENT Contact information Company Directors Advisors Financial Information 29 profit and loss account and 63 balance sheet items, cash flow and ratios Credit score rating Stock Exchange security and price information Competitor Information Peer group data Industry data Geographical data Ownership details of company structure holdings and subsidiaries Shareholder details News and latest annual returns and other reports
5. Key features Range and depth of data -10 years Flexibility of searching Quick Expert Reports Overview Peer group analysis Customizable Graphical representation
6. Finding your way around FAME Overview of screen Quick Search Expert Search Tabs Support
8. Quick Search Company Name or registered number Location Industry Look up function useful for industry sector Size; employees, turnover, assets Legal form public or private Ownership M&A Deals Status Top Companies
9. Quick Search Demo Find a list of the large retail companies in UK and Ireland . Ensure the companies are : Active Public Have more than 2000 employees Examine Tesco Company, Peer Group and Analysis Reports. Change peer report from table to graph. Trash search
15. Peer Reports Top 10-20 companies in peer group Choose how to rank companies i.e. turnover Choose year of data Format of peer report 1 Table 2 Ratios Change criteria for ranking – click on column Presentation – change from table to graph
22. Expert Search Company Identification numbers Geographic location Activity/Industry No of employees Financials Ratios Credit Score or Rating Ownership data M & A deals Divesting Shareholders Stock data Directors/contacts Advisors/Auditors Legal form Active/inactive Accounting data Misc
23. Building Search parameters using SIC/geographic areas Geographic CountryRegion/Postcode area/Post townPostcodePostcode rangesCountyTelephone dialing areaTelephone dialing codeAddress Activity/Industry Activity descriptionOverviewUK SIC (2003)NICE Rev. 2US SICNAILS 2007Standard Peer GroupsMajor SectorsBrand names
24. Director searching Search for Directors in various ways Director Name Director/Contact PositionNo of DirectorsDirector NationalityDirector Date of BirthDirector GenderDirector Appointment DateDirector Resignation DateDirectors who are Shareholders
25. Research for jobs Target a specific area or industry and find out key companies Registered address Key directors Financial data Credit rating
26. Company Ownership Company ownership data is extensive Holding/ Subsidiaries/Affiliates Foreign ownership Shareholders Special team of researchers based in BVD Brussels populating the ownership database There are 25 million active and archived links providing information on over 7 million companies. Separate user manual on ownership information
27. Company Ownership Extract from BVD ownership manual – “The information collected in the database is processed and analyzed in order to: Qualify companies according to their degree of independence with regard to their shareholders; List the shareholders of a given company with their percentage of ownership; Indicate, if any, the Global Ultimate Owner (GUO)and the Domestic Ultimate Owner (DUO) of a given company; Provide the evolution of the ownership of the shareholders in a company List the direct and indirect subsidiaries of a given company together with their percentage of ownership; Qualify such direct and indirect subsidiaries with regard to their ownership status (Ultimately Owned by the given company or not)”
28. Expert Search 300 different search criteria available for selection Rerun searches easily Edit Activate Deactivate Delete steps in search Edit the Boolean operators
29. Expert Search Find companies which meet the following criteria : Active in scheduled air transport located in England Have a Profit margin of 10% Owned by North American shareholders Show how to modify search How to change Boolean operators
32. AMADEUS Content Up to 14 million private and public European companies 25 Balance sheet, 25 profit and loss, 25 ratio items Comprehensive business activity descriptions and codes Various levels of subscription Top 360,000 large and very large Ownership tree Same interface as FAME
33. EXPERT SEARCH Additional searches NOT in FAME National ID numbers Category of companies Size based on turnover, employees, assets Industry codes Some unique to Europe Demo Orange France
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37. BANKSCOPE Content Subject coverage Information on over 29,000 public and private banks worldwide (13,757 US) Type of information Up to 16 years data, 200 data items and 36 bank ratios Bank ratings by Fitch, Standard and Poor, Moody's Country risk rating Dates of coverage 1995 onwards
43. Vendor Support Product Support Within product, Support Fame Internet Quick Guide Product Ownership Telephone
44. Cranfield Experience: Customer Groups Cranfield Campus Students 2,934 CRH 270, SAS 758, SOE 1052 SOM 854 Shrivenham Campus students MOD Defence and Security Staff Executive Delegates Alumni
45. Cranfield Experience : Database Use Heavily used by MSc Finance Assignments Thesis and Faculty research (invaluable unlisted companies) Customized library training Widely used in SOM MSc and MBA programmes Company research Job hunting
46. Cranfield Experience : Database Use Used in Management courses for SAS, CRH, SOE. Executive Development programmes Peer Analysis Business development Used by university staff for business proposals
47. Cranfield Experience :Usage Statistics FAME 08/09 96,433 minutes 4,481 Sessions 21.52 mins average 07/08 88,058 minutes 4,823 Sessions 18.25 mins average AMADEUS 08/09 6,479 minutes 707 Sessions 9.16 mins average 07/08 21,305 minutes 906 Sessions 23.51 mins average
48. Cranfield Experience Likes Accommodate all our different user groups Easy to switch between products Accessible over internet Wealth of data on listed/ unlisted, active/inactive Updated daily Peer Analysis Reports Easy to complex searches Director contact info Dislikes Names of databases Downloading issues Clunky outdated unfriendly interfaces Online Help Too many clicks to print Pop up blockers Lack of interaction with bibliographic software
49. New Beta Version Why? Dated, needed modern interfaces Easier, more intuitive for occasional users Beta version in testing now Spring 2010 full launch. It will run with old version for 1 year Content and frequency of updates same, improved functionally
50. New Beta Version Main changes upgraded search interfaces A – Z listing search options Reports more customizable, ownership trees Search history captured Online support tutorials
51. Value for Money? Value for Money policy Key factors at Cranfield Contract price; UK£/US$ Usage stats Cost per view, Cost per download Cost per session Uniqueness of product FAME best value for money of BVD products
52. Questions and Discussion How you are using FAME and do your users have similar comments on functionality/interfaces? How do you find the support provided by BVD? Do you think it’s Value for Money? Do you think there are any better products? How do you market FAME to your users?