Extended management system

• US 20100114793A1
• Filed: 01/10/2010
• Published: 05/06/2010
• Est. Priority Date: 06/01/2004
• Status: Abandoned Application

• Current Assignee: Jeffrey Eder
• Original Assignee: Jeffrey Eder
• Inventors: Eder, Jeffrey Scott
• Application Number:
  US12/684,954
• Publication Number:
  US 20100114793A1
• Time in Patent Office: Days
• US Class Current: 705/348
• CPC Class Codes: G06N 20/00 Machine learning
• CPC Class Codes: G06N 7/01 Probabilistic graphical models, e.g. probabilistic networks
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/067 Enterprise or organisation modelling
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis
• CPC Class Codes: G06Q 40/08 Insurance

Abstract

A method of and system for transforming data representative of an organization into a model that supports the management and optimization of one or more aspects of organization risk and value, the development and optimized delivery of standard and customized risk transfer products for one or more organizations, and the development, valuation and sale of securities for one or more organizations.

Claims

1. A program storage device readable by a computer, tangibly embodying a program of instructions executable by at least one computer to perform an extended enterprise management method, comprising:

preparing a plurality of data representative of a commercial enterprise for use in processing, completing a series of multivariate analyses utilizing said data in order to transform said data into one or more models of a segment of enterprise value,

determining an element of value contribution to a value of each segment of enterprise value using said segment of value models,

determining an external factor contribution to a value of each segment of enterprise value using said segment of value models, and

outputting a report that identifies said contributions

where a segment of enterprise market value comprises a current operation and one or more segments of value selected from the group consisting of derivative, excess financial asset, market sentiment, real option and combinations thereof.

2. The program storage device of claim 1, wherein the method further comprises using the segment of enterprise value models to complete activities selected from the group consisting of analyzing an enterprise financial performance, identifying a set of changes that will optimize an enterprise market value and simulating the enterprise market value for a scenario.

4. The program storage device of claim 1, wherein the one or more elements of value physically exist and are selected from the group consisting of alliances, channels, customers, employees, intellectual property, partnerships, processes, production equipment, vendors, and combinations thereof.

5. The program storage device of claim 1, wherein a series of multivariate analyses are selected from the group consisting of identifying one or more previously unknown item performance indicators, discovering one or more previously unknown value drivers, identifying one or more previously unknown relationships between one or more value drivers, identifying one or more previously unknown relationships between one or more elements of value, quantifying one or more inter-relationships between value drivers, quantifying one or more impacts between elements of value, developing one or more composite variables, developing one or more vectors, developing one or more causal element impact summaries, identifying a best fit combination of predictive model algorithm and element impact summaries for modeling enterprise market value and each of the components of value, determining a net element of value impact for each segment of value, determining a relative strength of a plurality of elements of value between two or more enterprises, developing one or more real option discount rates, calculating one or more real option values and calculating an enterprise market sentiment value by element of value.

6. The program storage device of claim 1, wherein the method further comprises:

identifying one of more value drivers for each element of value and one or more factor drivers for each external factor,

identifying two or more scenarios for a future value of said value drivers and factor drivers, and

quantifying a plurality of risks by element of value and external factor by using said scenarios and the relationship between the elements of value, external factors and value of each segment of value identified during the development of the enterprise segment of value models to forecast a future enterprise value under each scenario by element of value, external factor and segment of value.

7. The program storage device of claim 6, wherein the relationship between the elements of value, external factors and value of one or more segments of value comprises a power law relationship.

3. The program storage device of claim 3, wherein identifying a set of changes that will optimize the enterprise market value further comprises identifying one or more changes to one or more value drivers for each of the elements of value that will optimize of one or more aspects of financial performance where said aspects of financial performance are selected from the group consisting of revenue, expense, capital change, current operation value, real option value, derivative value, market sentiment value, future market value and combinations thereof.

8. An extended enterprise management apparatus, comprising:

means for preparing a plurality of data representative of a commercial enterprise for use in processing,

means for completing a series of multivariate analyses utilizing said data in order to transform said data into one or more models of a segment of enterprise value,

means for determining an element of value contribution to a value of each segment of enterprise value using said segment of value models,

means for determining an external factor contribution to a value of each segment of enterprise value using said segment of value models, and

means for outputting a report that identifies said contributions

where a segment of enterprise market value comprises a current operation and one or more segments of value selected from the group consisting of derivative, excess financial asset, market sentiment, real option and combinations thereof.

9. The apparatus of claim 8, wherein that further comprises means for using the segment of enterprise value models to complete activities selected from the group consisting of analyzing an enterprise financial performance, identifying a set of changes that will optimize an enterprise market value and simulating the enterprise market value for a scenario.

10. The apparatus of claim 9, wherein the means for identifying a set of changes that will optimize the enterprise market value further comprises means for identifying one or more changes to one or more value drivers for each of the elements of value that will optimize of one or more aspects of financial performance where said aspects of financial performance are selected from the group consisting of revenue, expense, capital change, current operation value, real option value, derivative value, market sentiment value, future market value and combinations thereof.

11. The apparatus of claim 8, wherein the one or more elements of value physically exist and are selected from the group consisting of alliances, channels, customers, employees, intellectual property, partnerships, processes, production equipment, vendors, and combinations thereof.

12. The apparatus of claim 8, that further comprises:

means for identifying one of more value drivers for each element of value and one or more factor drivers for each external factor,

means for identifying two or more scenarios for a future value of said value drivers and factor drivers, and

means for quantifying a plurality of risks by element of value and external factor by using said scenarios and the relationships between the elements of value, external factors and segments of value identified by the enterprise segment of value models to forecast a future enterprise value under each scenario by element of value, external factor and segment of value.

13. The apparatus of claim 8, wherein data representative of the commercial enterprise are obtained from systems selected from the group consisting of advanced financial systems, basic financial systems, alliance management systems, brand management systems, customer relationship management systems, channel management systems, estimating systems, intellectual property management systems, process management systems, supply chain management systems, vendor management systems, operation management systems, sales management systems, human resource systems, accounts receivable systems, accounts payable systems, capital asset systems, inventory systems, invoicing systems, payroll systems, purchasing systems, web site systems, the Internet, external databases and combinations thereof.

14. An extended management system, comprising:

a computer with a processor having circuitry to execute instructions;

a storage device available to said processor with sequences of instructions stored therein, which when executed cause the processor to;

preparing a plurality of data representative of a commercial enterprise for use in processing, completing a series of multivariate analyses utilizing said data in order to transform said data into one or more models of a segment of enterprise value,

determining an element of value contribution to a value of each segment of enterprise value using said segment of value models,

determining an external factor contribution to a value of each segment of enterprise value using said segment of value models, and

outputting a report that identifies said contributions

where a segment of enterprise market value comprises a current operation and one or more segments of value selected from the group consisting of derivative, excess financial asset, market sentiment, real option and combinations thereof.

15. The system of claim 14, wherein the one or more elements of value physically exist and are selected from the group consisting of alliances, channels, customers, employees, intellectual property, partnerships, processes, production equipment, vendors, and combinations thereof.

16. The system of claim 14, wherein a series of multivariate analyses are selected from the group consisting of identifying one or more previously unknown item performance indicators, discovering one or more previously unknown value drivers, identifying one or more previously unknown relationships between one or more value drivers, identifying one or more previously unknown relationships between one or more elements of value, quantifying one or more inter-relationships between value drivers, quantifying one or more impacts between elements of value, developing one or more composite variables, developing one or more vectors, developing one or more causal element impact summaries, identifying a best fit combination of predictive model algorithm and element impact summaries for modeling enterprise market value and each of the components of value, determining a net element of value impact for each segment of value, determining a relative strength of a plurality of elements of value between two or more enterprises, developing one or more real option discount rates, calculating one or more real option values and calculating an enterprise market sentiment value by element of value.

17. The system of claim 14, wherein the method further comprises:

identifying one of more value drivers for each element of value and one or more factor drivers for each external factor,

identifying two or more scenarios for a future value of said value drivers and factor drivers, and

quantifying a plurality of risks by element of value and external factor by using said scenarios and the relationship between the elements of value, external factors and value of each segment of value identified during the development of the enterprise segment of value models to forecast a future enterprise value under each scenario by element of value, external factor and segment of value.

18. The program storage device of claim 17, wherein the relationship between the elements of value, external factors and value of one or more segments of value comprises a power law relationship.