System, method, and article of manufacture for a merger and acquisition knowledgebase

• US 9,123,011 B2
• Filed: 09/19/2013
• Issued: 09/01/2015
• Est. Priority Date: 11/23/1999
• Status: Expired due to Term

• Current Assignee: Accenture Global Services Limited (Accenture PLC)
• Original Assignee: Accenture Global Services Limited (Accenture PLC)
• Inventors: Chestnut, Gregory P, Durocher, John F, Pepper, Robin, Kim, Robert, Marpe, James S, Coyle, David W, Kiene, Bruce P, Adler, Scott R, Farner, Laura L, Yammine, Pascal R, Dangel, Colin K
• Primary Examiner(s): Nguyen, Kira
• Application Number:
  US14/031,174
• Publication Number:
  US 20140019213A1
• Time in Patent Office: 712 Days
• Field of Search: 705/1.1, 705/311, 705/301
• US Class Current: 1/1
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals

Abstract

A system, method and article of manufacture are provided for managing a merger or an acquisition. A plurality of statistics are tracked relating to a merger or an acquisition for reporting purposes. Further, a plurality of decisions are stored relating to the merger or acquisition. Such decisions may be accessed by a plurality of users involved in the merger or acquisition. In addition, a plurality of items associated with the merger or acquisition are inputted into a database. Each item is associated with at least one of the users. The users may be search for the items in the database.

Claims

1. A non-transitory computer readable medium storing instructions that, when executed by a processor, cause the processor to perform operations comprising:

tracking a plurality of statistics relating to merger and acquisition process activities for reporting purposes, including creating a plurality of status reports and workplans by a plurality of users for each merger and acquisition activity to track implementation of the merger and acquisition process, wherein each report and workplan includes a plurality of fields that includes accomplishments, goals, and issues of the merger and acquisition process;

storing a plurality of decisions relating to the merger and acquisition process to be accessed by the users involved in the process, wherein the users input and update decisions as they are made for merger and acquisition process activities, including merger-wide decisions;

inputting into a hypertext database a plurality of information items associated with the implementation of the merger and acquisition process, wherein each information item includes status-related data, and wherein the information items are linked bidirectionally to facilitate non-linear use of the information items in the hypertext database;

searching for the information items in the database in response o n request issued by one of the users; and

displaying a search result of the information items wherein the search result is ordered based on status-related data provided by one of the users.

2. The medium of claim 1, wherein the information items include at least one of a report, a milestone, an issue, and a project plan.

3. The medium of claim 1, wherein the tracking further includes:

storing the status reports and workplans in the database, the status reports further including information related to merger and acquisition activities involving one or more of customers, customer service, employees, financials, and technology;

retrieving the status reports and workplans from the database by searching for information in the fields thereof, wherein the searching is refined by one or more fields including user, activity, event, or time;

comparing the status reports with user-created merger and acquisition process milestones;

determining whether the milestones have been accomplished based on the comparison;

calculating overall progress of the merger and acquisition process by analyzing completion status of the milestones, gauged progress of each merger and acquisition activity, and outstanding issues within the merger and acquisition activities; and

outputting a summary of the status reports, workplans, accomplished milestones, and overall progress on a single interface, wherein the summary includes a graphical output enabling a display in terms of time.

4. The medium of claim 1, wherein the storage of a plurality of decisions includes:

storing the decisions in the database via a network;

listing the decisions in an interface in real-time via the network;

allowing the users to create a plurality of information items relating to the merger and acquisition process, including reports, milestones, issues, and project plans;

storing the information items in the database via the network;

allowing the users to retrieve the information items from the database via the network;

allowing the users to create and retrieve readiness assessments analyzing the readiness of one or more of the merger and acquisition process activities; and

communicating data relating to the decisions, information items, and readiness assessments among the users via a discussion interface accessible via the network.

5. The medium of claim 1, wherein the instructions cause the processor to perform operations further comprising:

providing reference material relating to the merger and acquisition process for review by the users;

providing a context to understand actual costs/benefits and potential value related to the process; and

providing an execution function selected from the group selected from communications, quality management, risk management, testing, and conversion events.

6. The medium of claim 1, wherein the instructions cause the processor to perform operations further comprising:

providing information on at least one of banking, financial markets, health services and insurance for review by the users.

7. The medium of claim 1, wherein the information items are grouped together by related status within the merger and acquisition process, each information item including summary data and detailed data, wherein the information items with summary data are bidirectionally linked together within the hypertext database and the information items with detailed data are bidirectionally linked together within the hypertext database;

and

wherein searching for the information items in the database further includes a summary search and a detailed search, wherein the summary search accesses summary data exclusive of detailed data and does not permit user entry of additional data, and wherein the detailed search accesses detailed data and permits user entry of additional data.

8. The medium of claim 1, wherein the instructions cause the processor to perform operations further comprising:

providing an executive dashboard to generate merger and acquisition process reports, wherein the executive dashboard performs a series of queries on a database to aggregate and simultaneously display outstanding merger and acquisition issues, detailed information regarding issue resolution and key milestones within the merger and acquisition process, and summarized information regarding the company, company financials, customers, employees, and technology, and wherein the executive dashboard displays data within the reports in the form of graphs and charts.

9. A system for managing information related to a merger and acquisition process, comprising:

a processor;

a memory storing instructions that, when executed by the processor, perform operations comprising;

tracking a plurality of statistics relating to merger and acquisition process activities for reporting purposes, including creating a plurality of status reports and workplans to track implementation of the merger and acquisition process, wherein each report and workplan includes a plurality of fields that includes accomplishments, goals, and issues of the merger and acquisition process;

storing a plurality of decisions relating to the merger and acquisition process to be accessed by the users involved in the process, wherein the users input and update decisions as they are made for merger and acquisition process activities, including merger-wide decisions;

inputting into a hypertext database a plurality of information items associated with the implementation of the merger and acquisition process, wherein each information item includes status-related data, and wherein the information items are linked bidirectionally to facilitate non-linear use of the information items in the hypertext database;

searching for the information items in the database in response to a request issued by one of the users; and

displaying a search result of the information items wherein the search result is ordered based on status-related data provided by one of the users.

10. A system as recited in claim 9, wherein the information items include at least one of a report, a milestone, an issue, and a project plan.

11. A system as recited in claim 9, wherein the tracking further includes:

storing the status reports and workplans in the database, the status reports further including information related to merger and acquisition activities involving one or more of customers, customer service, employees, financials, and technology;

retrieving the status reports and workplans from the database by searching for information in the fields thereof, wherein the searching is refined by one or more fields including user, activity, event, or time;

comparing the status reports with user-created merger and acquisition process milestones;

determining whether the milestones have been accomplished based on the comparison;

calculating overall progress of the merger and acquisition process by analyzing completion status of the milestones, gauged progress of each merger and acquisition activity, and outstanding issues within the merger and acquisition activities; and

outputting a summary of the status reports, workplans, accomplished milestones, and overall progress on a single interface, wherein the summary includes a graphical output enabling a display in terms of time.

12. A system as recited in claim 9, wherein the storage of a plurality of decisions includes:

storing the decisions in the database via a network;

listing the decisions in an interface in real-time via the network;

allowing the users to create a plurality of information items relating to the merger and acquisition process, including reports, milestones, issues, and project plans;

storing the information items in the database via the network;

allowing the users to retrieve the information items from the database via the network;

allowing the users to create and retrieve readiness assessments analyzing the readiness of one or more of the merger and acquisition process activities; and

communicating data relating to the decisions, information items, and readiness assessments among the users via a discussion interface accessible via the network.

13. A system as recited in claim 9, wherein the processor is further configured to perform operations comprising providing reference material relating to the merger and acquisition process for review by the users, providing a context to understand actual financial costs/benefits and potential value related to the process, and providing an execution function selected from the group selected from communications, quality management, risk management, testing, and conversion events.

14. A system as recited in claim 9, wherein the processor is further configured to perform operations comprising providing information on at least one of banking, financial markets, health services and insurance for review by the users.

15. A system as recited in claim 9, wherein the information items are grouped together by related status within the merger and acquisition process, each information item including summary data and detailed data, wherein the information items with summary data are bidirectionally linked together within the hypertext database and the information items with detailed data are bidirectionally linked together within the hypertext database;

and

wherein searching for the information items in the database further includes a summary search and a detailed search, wherein the summary search accesses summary data exclusive of detailed data and does not permit user entry of additional data, and wherein the detailed search accesses detailed data and permits user entry of additional data.

16. A system as recited in claim 9, wherein the processor is further configured to perform operations comprising providing an executive dashboard to generate merger and acquisition process reports, wherein the executive dashboard performs a series of queries on a database to aggregate and simultaneously display outstanding merger and acquisition issues, detailed information regarding issue resolution and key milestones within the merger and acquisition process, and summarized information regarding the company, company financials, customers, employees, and technology, and wherein the executive dashboard displays data within the reports in the form of graphs and charts.