Method to analyze a proposed venture transaction

• US 20050096948A1
• Filed: 10/29/2003
• Published: 05/05/2005
• Est. Priority Date: 10/29/2003
• Status: Abandoned Application

• Current Assignee: Ford Motor Company
• Original Assignee: Ford Motor Company
• Inventors: Rubin, Norman, Cornell, Kenneth, Chen, Lawton, King, William Jr., Louks, Russell, Wolford, Dar
• Application Number:
  US10/696,345
• Publication Number:
  US 20050096948A1
• Time in Patent Office: Days
• US Class Current: 705/7.25
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06315 Needs-based resource requirements planning or analysis
• CPC Class Codes: G06Q 10/0635 Risk analysis of enterprise or organisation activities
• CPC Class Codes: G06Q 10/06375 Prediction of business process outcome or impact based on a proposed change

Abstract

A system and method to analyze a proposed venture transaction. The analysis comprises any one of a merger, acquisition, joint venture, or other venture transaction. The analysis further comprises predicting information technology capabilities of an entity formed according to the proposed venture transaction.

Claims

1. In a computerized system, a method to analyze a proposed venture transaction between at least two entities to predict information technology capabilities of an entity formed according to the proposed venture transaction, the method comprising:

collecting data regarding the information technology capabilities of the entities;

accessing a computerized system to review one or more of a number of electronically accessible documents maintained on the computerized system;

analyzing the collected data to determine which of the information technology capabilities of each entity are to comprise the information technology capabilities of the entity formed according to the proposed venture transaction, wherein one of the electronically accessible documents provides instructions to facilitate analyzing the collected data; and

recommending whether to proceed with the proposed venture transaction based upon the information technology capabilities of the entity formed according the proposed venture transaction.

2. The method of claim 1 further comprising recommending an implementation plan for use in transferring the information technology capabilities of each entity which are to comprise the information technology capabilities of the entity formed according to the proposed venture transaction, wherein the implementation plan is recommended in accordance with analysis instructions provided in an implementation plan document electronically maintained in the computerized system and only after recommending to proceed with the proposed venture transaction.

3. The method of claim 2 further comprising recommending execution of an venture transaction agreement prior to recommending the implementation plan, wherein the venture transaction agreement is relied upon by the entities to conduct the proposed venture transaction and determined in accordance with analysis instructions provided in a negotiate binding agreements document electronically maintained in the computerized system.

4. The method of claim 3 further comprising recommending adequate transition capabilities and security are in-place prior to recommending execution of the venture transaction agreement, wherein the transition capabilities and security are recommended to be in-place in accordance with analysis instructions provided in an establish transition capabilities and security document electronically maintained in the computerized system.

5. The method of claim 4 further comprising recommending transition costs and risks are containable prior to recommending adequate transition capabilities and security are in-place, wherein the transition costs and risks are recommended to be containable in accordance with analysis instructions provided in a complete preparation document electronically maintained in the computerized system.

6. The method of claim 5 further comprising recommending an analysis team as being formed and funded prior to recommending transition cost and risks are containable, wherein the analysis team is recommended to be formed and funded in accordance with analysis instructions provided in a pre-preparation document electronically maintained in the computerized system.

7. The method of claim 6 further comprising recommending to transfer knowledge to the computerized system, wherein the transferred knowledge comprises additional documentation having analysis instructions for use in adding to the analysis instructions maintained by the computerized system.

8. The method of claim 7 wherein the analysis instructions provided by the pre-preparation document relate to instructions to facilitate analyzing pre-agreement actions, a deal and corporate vision, a venture team transition plan, and a governance structure.

9. The method of claim 8 wherein the analysis instructions provided by the complete preparation document relate to instructions to facilitate analyzing an information technology vision, a transition strategy, and a high level cost roadmap.

10. The method of claim 9 wherein the analysis instructions provided by the negotiate binding agreements document relate to instructions to facilitate analyzing an information technology capabilities agreement.

11. The method of claim 10 wherein the analysis instructions provided the implementation document relate to instructions to facilitate analyzing day-one launch requirements and work plan, day-one solutions, and closure of a venture team project.

12. A computer system to analyze a proposed venture transaction between at least two entities to predict information technology capabilities of an entity formed according to the proposed venture transaction, the computer system comprising:

a user computer to facilitate collecting data regarding the information technology capabilities of the entities and reviewing one or more of a number of electronically accessible documents maintained on the computerized system;

wherein one of the electronically accessible documents provides instructions to facilitate analyzing the collected data to determine which of the information technology capabilities of each entity are to comprise the information technology capabilities of the entity formed according to the proposed venture transaction; and

wherein one of the electronically accessible documents provides instructions to facilitate recommending whether to proceed with the proposed venture transaction based upon the information technology capabilities of the entity formed according the proposed venture transaction.

13. The computer system of claim 12 wherein one of the electronically accessible documents provides instructions to facilitate recommending an implementation plan for use in transferring the information technology capabilities of each entity which are to comprise the information technology capabilities of the entity formed according to the proposed venture transaction, wherein the implementation plan is recommended in accordance with analysis instructions provided in an implementation plan document electronically maintained in the computerized system and only after recommending to proceed with the proposed venture transaction.

14. The computer system of claim 13 wherein one of the electronically accessible documents provides instructions to facilitate recommending execution of an venture transaction agreement prior to recommending the implementation plan, wherein the venture transaction agreement is relied upon by the entities to conduct the proposed venture transaction and determined in accordance with analysis instructions provided in a negotiate binding agreements document electronically maintained in the computerized system.

15. The computer system of claim 14 wherein one of the electronically accessible documents provides instructions to facilitate recommending adequate transition capabilities and security are in-place prior to recommending execution of the venture transaction agreement, wherein the transition capabilities and security are recommended to be in-place in accordance with analysis instructions provided in an establish transition capabilities and security document electronically maintained in the computerized system.

16. The computer system of claim 15 wherein one of the electronically accessible documents provides instructions to facilitate recommending transition costs and risks are containable prior to recommending adequate transition capabilities and security are in-place, wherein the transition costs and risks are recommended to be containable in accordance with analysis instructions provided in a complete preparation document electronically maintained in the computerized system.

17. The computer system of claim 16 wherein one of the electronically accessible documents provides instructions to facilitate recommending an analysis team as being formed and funded prior to recommending transition cost and risks are containable, wherein the analysis team is recommended to be formed and funded in accordance with analysis instructions provided in a pre-preparation document electronically maintained in the computerized system.

18. The computer system of claim 16 wherein one of the electronically accessible documents provides instructions to facilitate recommending to transfer knowledge to the computerized system, wherein the transferred knowledge comprises additional documentation having analysis instructions for use in adding to the analysis instructions maintained by the computerized system.

19. The computer system of claim 18 wherein the analysis instructions provided by the pre-preparation document relate to instructions to facilitate analyzing pre-agreement actions, a deal and corporate vision, a venture team transition plan, and a governance structure.

20. In a computerized system, a method to analyze a proposed venture transaction between at least two entities to predict information technology capabilities of an entity formed according to the proposed venture transaction, the method comprising:

collecting data regarding the information technology capabilities of the entities;

accessing a computerized system to review one or more of a number of electronically accessible documents maintained on the computerized system;

analyzing the collected data to determine which of the information technology capabilities of each entity are to comprise the information technology capabilities of the entity formed according to the proposed venture transaction, wherein one of the electronically accessible documents provides instructions to facilitate analyzing the collected data;

recommending whether to proceed with the proposed venture transaction based upon the information technology capabilities of the entity formed according the proposed venture transaction;

recommending an implementation plan for use in transferring the information technology capabilities of each entity which are to comprise the information technology capabilities of the entity formed according to the proposed venture transaction, wherein the implementation plan is recommended in accordance with analysis instructions provided in an implementation plan document electronically maintained in the computerized system and only after recommending to proceed with the proposed venture transaction;

recommending execution of an venture transaction agreement prior to recommending the implementation plan, wherein the venture transaction agreement is relied upon by the entities to conduct the proposed venture transaction and determined in accordance with analysis instructions provided in a negotiate binding agreements document electronically maintained in the computerized system;

recommending adequate transition capabilities and security are in-place prior to recommending execution of the venture transaction agreement, wherein the transition capabilities and security are recommended to be in-place in accordance with analysis instructions provided in an establish transition capabilities and security document electronically maintained in the computerized system;

recommending transition costs and risks are containable prior to recommending adequate transition capabilities and security are in-place, wherein the transition costs and risks are recommended to be containable in accordance with analysis instructions provided in a complete preparation document electronically maintained in the computerized system;

recommending an analysis team as being formed and funded prior to recommending transition cost and risks are containable, wherein the analysis team is recommended to be formed and funded in accordance with analysis instructions provided in a pre-preparation document electronically maintained in the computerized system; and

recommending to transfer knowledge to the computerized system, wherein the transferred knowledge comprises additional documentation having analysis instructions for use in adding to the analysis instructions maintained by the computerized system.