Market value matrix
First Claim
Patent Images
1. A system for optimizing one or more aspects of organization return comprising:
- a plurality of computers connected by a network each with a processor having circuitry to execute instructions;
a storage device available to each processor with sequences of instructions stored therein, which when executed cause the processors to;
establish a detailed data dictionary as required to define a plurality of cells within a matrix of market value for an organization and a plurality of processing stages where each matrix cell is defined by a segment of value and an element of value or an external factor,integrate data representative of an organization from a plurality of organization narrow systems in accordance with the matrix cell definitions,transform at least part of said integrated data into an impact summary for each of one or more elements of value and one or more external factors by using a series of models,quantify an impact by item of the elements of value, and the external factors on a return from each segment of value by analyzing said data with a series of models that use the impact summaries as an input,identify one or more scenarios and determine an expected range of values for each impact summary under each scenario, andsimulate an organization financial performance using said matrix and the expected range of values for the impact summaries in order to quantify a total organization risk by item and provide data useful for identifying one or more changes at the item level that will optimize one or more aspects of an organization return for each of one or more scenarios using a mixed integer non linear optimization analysis before outputting said element of value impacts, external factor impacts, total organization risk and identified changes by item where the system also identifies and outputs one or more item level changes that will optimize a total organization risk and a total organization value for each of one or more scenarios.
4 Assignments
0 Petitions
Accused Products
Abstract
A method of and system for flexibly integrating organization related data, information, knowledge and systems into a market value matrix and using said matrix to support the optimization one or more aspects of organization risk, return and value.
-
Citations
28 Claims
-
1. A system for optimizing one or more aspects of organization return comprising:
a plurality of computers connected by a network each with a processor having circuitry to execute instructions;
a storage device available to each processor with sequences of instructions stored therein, which when executed cause the processors to;establish a detailed data dictionary as required to define a plurality of cells within a matrix of market value for an organization and a plurality of processing stages where each matrix cell is defined by a segment of value and an element of value or an external factor, integrate data representative of an organization from a plurality of organization narrow systems in accordance with the matrix cell definitions, transform at least part of said integrated data into an impact summary for each of one or more elements of value and one or more external factors by using a series of models, quantify an impact by item of the elements of value, and the external factors on a return from each segment of value by analyzing said data with a series of models that use the impact summaries as an input, identify one or more scenarios and determine an expected range of values for each impact summary under each scenario, and simulate an organization financial performance using said matrix and the expected range of values for the impact summaries in order to quantify a total organization risk by item and provide data useful for identifying one or more changes at the item level that will optimize one or more aspects of an organization return for each of one or more scenarios using a mixed integer non linear optimization analysis before outputting said element of value impacts, external factor impacts, total organization risk and identified changes by item where the system also identifies and outputs one or more item level changes that will optimize a total organization risk and a total organization value for each of one or more scenarios. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
-
11. A computer readable medium having sequences of instructions stored therein, which when executed cause the processors in at least one computer to perform an organization return management method, comprising:
-
establishing a detailed data dictionary as required to define a plurality of cells within a matrix of market value for an organization and a plurality of processing stages, integrating data representative of an organization from a plurality of organization narrow systems in accordance with the matrix cell definitions, transforming at least part of said integrated data into an impact summary for each of one or more elements of value and one or more external factors by using a series of models, developing a market value matrix that quantifies an impact by item of the elements of value, and the external factors on an organization market value by a segment of value by analyzing said organization data with a series of models that use the impact summaries as an input, identifying one or more scenarios and determining an expected range of values for each impact summary under each scenario, and simulating an organization financial performance using said matrix and the expected range of values for the impact summaries in order to quantify a total organization risk by item and provide data useful for optionally identifying one or more changes at the item level that will optimize one or more aspects of an organization return for each of one or more scenarios using mixed integer non linear optimization analysis before outputting said element of value impacts, external factor impacts, total organization risk and identified changes, if any, by item where the method further comprises optionally identifying a list of changes by item that will optimize aspects of financial performance selected from the group consisting of a total organization risk and a total organization value. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19)
-
- 20. A market value matrix that quantifies an impact by item of one or more elements of value, one or more external factors and one or more risks on an organization market value by a segment of value by analyzing a plurality of organization data with a series of models and transforming at least a portion of the data into a risk impact summary and a return impact summary for each of one or more elements of value and external factors where the market value matrix has utility in analyzing, managing and optimizing an organization financial performance at an item level and in supporting one or more enterprise scale data mining applications.
-
23. A computer implemented organization method, comprising:
-
establishing a detailed data dictionary as required to define a plurality of cells within a matrix of market value for an organization and a plurality of processing stages, integrating data representative of an organization from a plurality of organization narrow systems in accordance with the matrix cell definitions, transforming at least part of said integrated data into an impact summary for each of one or more elements of value and one or more external factors by using a series of models, transforming said impact summaries and integrated data into a market value matrix that quantifies an impact by item of the elements of value, and the external factors on an organization market value by a segment of value by analyzing said organization data with a series of models that use the impact summaries as an input, identifying one or more scenarios and determining an expected range of values for each impact summary under each scenario, and simulating an organization financial performance using said matrix and the expected range of values for the impact summaries in order to quantify a total organization risk by item and provide data useful for optionally identifying one or more changes at the item level that will optimize one or more aspects of an organization return for each of one or more scenarios using mixed integer non linear optimization analysis before outputting said element of value impacts, external factor impacts, total organization risk and identified changes, if any, by item where the method optionally identifies one or more item level changes that will optimize a total organization risk and a total organization value. - View Dependent Claims (24, 25, 26, 27, 28)
-
Specification