Organization and peer set metric for generating and displaying benchmarking information

• US 8,606,623 B1
• Filed: 03/30/2009
• Issued: 12/10/2013
• Est. Priority Date: 03/31/2008
• Status: Active Grant

• Current Assignee: TGAS Advisors, LLC (Trinity Partners LLC)
• Original Assignee: Knowledgepoint 360 Group, LLC
• Inventors: Bittinger, Peter, Gerard, Stephen, Mercante, Vincent James
• Primary Examiner(s): Jasmin, Lynda
• Assistant Examiner(s): Rotaru, Octavian
• Application Number:
  US12/414,292
• Time in Patent Office: 1,716 Days
• Field of Search: 705/7.39, 707/E17.001, 707/E17.044
• US Class Current: 705/7.39
• CPC Class Codes: G06Q 10/0639 Performance analysis of employees; Performance analysis of enterprise or organisation operations

Abstract

The present invention relates to a system and method for generating a customized output deck, wherein the customized output deck includes organization metrics and normalization indices. The customized output deck may be used to benchmark an organization'"'"'s performance within a given industry. The data utilized to create the normalization indices is gathered from a plurality of organizations however normalization of the data prohibits a connection to be determined between a specific organization and a specific piece of data. The system and method utilizes a set of parameters to populate and format a portion of the slides within the customized output deck.

Claims

1. A computerized method comprising:

establishing, by a computer, a peer set comprising a plurality of companies in a particular industry;

retrieving, by the computer, a master file, wherein the master file identifies a plurality of metrics of interest associated with a first company and the peer set of companies in the particular industry;

retrieving, by the computer, an output parameter file comprising a set of format parameters defining a format of a customized output deck associated with the first company and the peer set of companies in the particular industry, wherein the set of format parameters comprises a positive algebraic indentation value;

formatting, by the computer, a plurality of slides according to the set of format parameters by indenting the metrics of interest associated with the first company and the peer set of companies by the positive algebraic indentation value;

retrieving, by the computer, first data relating to the indented metrics of interest associated with the first company and second data relating to the indented metrics of interest associated with the peer set of companies in the particular industry;

calculating, by the computer, a normalization index based on the second data, wherein the normalization index represents a benchmarking metric for comparing the first company to the peer set of companies in the particular industry;

calculating, by the computer, a percentage difference between the first data and the normalization index; and

generating, by the computer, the customized output deck comprising the plurality of formatted slides according to the set of format parameters of the output parameter file, wherein the customized output deck comprises the indented metrics of interest associated with the first company and the peer set of companies in the particular industry, the calculated percentage difference, and the normalization index, and wherein the customized output deck preserves an anonymity of each of the peer set of companies in the particular industry.

2. The computerized method of claim 1, wherein calculating the normalization index comprises:

identifying, by the computer, third data from the second data relating to at least two metrics of interest for each of the plurality of companies of the peer set, and

calculating, by the computer, an average of normalized values for the at least two metrics of interest.

3. The computerized method of claim 1, further comprising calculating a missing value for at least a portion of the second data.

4. The computerized method of claim 1, wherein the master file identifies an input deck, and wherein the identified input deck is duplicated to create a template for the customized output deck.

5. The computerized method of claim 1, wherein generating the customized output deck further comprises:

retrieving, by the computer, a custom slide from a database, wherein the custom slide is formatted and populated prior to retrieval from the database, and

inserting, by the computer, the retrieved custom slide into the customized output deck.

6. The computerized method of claim 5, wherein the custom slide comprises a capability continuum.

7. A system comprising:

a memory comprising instructions; and

a processor coupled to the memory, the processor programmed to execute the instructions to perform operations comprising;

establishing a peer set comprising a plurality of companies in a particular industry;

retrieving a master file, wherein the master file identifies a plurality of metrics of interest associated with a first company and the peer set of companies in the particular industry;

retrieving an output parameter file comprising a set of format parameters defining a format of a customized output deck associated with the first company and the peer set of companies in the particular industry, wherein the set of format parameters comprises a positive algebraic indentation value;

formatting a plurality of slides according to the set of format parameters by indenting the metrics of interest associated with the first company and the peer set of companies by the positive algebraic indentation value;

retrieving first data relating to the indented metrics of interest associated with the first company and second data relating to the indented metrics of interest associated with the peer set of companies in the particular industry;

calculating a normalization index based on the second data, wherein the normalization index represents a benchmarking metric for comparing the first company to the peer set of companies in the particular industry;

calculating a percentage difference between the first data and the normalization index; and

generating the customized output deck comprising the plurality of formatted slides according to the set of format parameters of the output parameter file, wherein the customized output deck comprises the indented metrics of interest associated with the first company and the peer set of companies in the particular industry, the calculated percentage difference, and the normalization index, and wherein the customized output deck preserves an anonymity of each of the peer set of companies in the particular industry.

8. The system of claim 7, wherein calculating the normalization index comprises:

identifying third data from the second data relating to at least two metrics of interest for each of the plurality of companies of the peer set, and calculating an average of normalized values for the at least two metrics of interest.

9. The system of claim 7, further comprising calculating a missing value for at least a portion of the second data.

10. The system of claim 7, wherein the master file identifies an input deck, and wherein the identified input deck is duplicated to create a template for the customized output deck.

11. The system of claim 7, wherein generating the customized output deck further comprises:

retrieving a custom slide from a database, wherein the custom slide is formatted and populated prior to retrieval from the database, and inserting the retrieved custom slide into the customized output deck.

12. The system of claim 11, wherein the custom slide comprises a capability continuum.

13. A non-transitory computer readable storage medium comprising computer executable instructions that, when executed by a processor, cause the processor to execute operations comprising:

establishing a peer set comprising a plurality of companies in a particular industry;

retrieving a master file, wherein the master file identifies a plurality of metrics of interest associated with a first company and the peer set of companies in the particular industry;

retrieving an output parameter file comprising a set of format parameters defining a format of a customized output deck associated with the first company and the peer set of companies in the particular industry, wherein the set of format parameters comprises a positive algebraic indentation value;

formatting a plurality of slides according to the set of format parameters by indenting the metrics of interest associated with the first company and the peer set of companies by the positive algebraic indentation value;

retrieving first data relating to the indented metrics of interest associated with the first company and second data relating to the indented metrics of interest associated with the peer set of companies in the particular industry;

calculating a normalization index based on the second data, wherein the normalization index represents a benchmarking metric for comparing the first company to the peer set of companies in the particular industry;

calculating a percentage difference between the first data and the normalization index; and

generating the customized output deck comprising the plurality of formatted slides according to the set of format parameters of the output parameter file, wherein the customized output deck comprises the indented metrics of interest associated with the first company and the peer set of companies in the particular industry, the calculated percentage difference, and the normalization index, and wherein the customized output deck preserves an anonymity of each of the peer set of companies in the particular industry.

14. The non-transitory computer readable storage medium of claim 13, wherein calculating the normalization index comprises:

identifying third data from the second data relating to at least two metrics of interest for each of the plurality of companies of the peer set, and

calculating an average of normalized values for the at least two metrics of interest.

15. The non-transitory computer readable storage medium of claim 13, further comprising calculating a missing value for at least a portion of the second data.

16. The non-transitory computer readable storage medium of claim 13, wherein the master file identifies an input deck, and wherein the identified input deck is duplicated to create a template for the customized output deck.

17. The non-transitory computer readable storage medium of claim 13, wherein generating the customized output deck further comprises:

retrieving a custom slide from a database, wherein the custom slide is formatted and populated prior to retrieval from the database, and inserting the retrieved custom slide into the customized output deck.

18. The non-transitory computer readable storage medium of claim 17, wherein the custom slide comprises a capability continuum.