Automated method of and system for identifying, measuring and enhancing categories of value for a value chain

• US 20040210509A1
• Filed: 12/22/2003
• Published: 10/21/2004
• Est. Priority Date: 01/06/1997
• Status: Abandoned Application

• Current Assignee: Jeffrey Eder
• Original Assignee: Jeffrey Eder
• Inventors: Eder, Jeff Scott
• Application Number:
  US10/743,417
• Publication Number:
  US 20040210509A1
• Time in Patent Office: Days
• US Class Current: 705/37
• CPC Class Codes: G06Q 10/04 Forecasting or optimisation specially adapted for administrative or management purposes, e.g. linear programming or "cutting stock problem" market predictions or forecasting for commercial activities G06Q30/0202
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 30/0202 Market predictions or forecasting for commercial activities
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03
• 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

Abstract

An automated method and system (100) for identifying, measuring and enhancing categories of value for the different levels of a value chain on a continual basis. The categories of value are analyzed at each level in the value chain using predictive models and vector creation algorithms to define the enterprise and element vectors before valuing the organization, each enterprise in the organization and the elements of value in each enterprise. The relative strengths of the intangible elements of value are used in evaluating the real options of each enterprise and in determining the allocation of industry real options to the enterprise and the organization before summary reports are prepared, displayed and optionally printed. The system then generates potential value improvements which the user (20) optionally accepts, rejects or modifies before simulations are completed to analyze the value impact of the enhancements.

Claims

1. Independent software components that extract and store organization related data in accordance with a common schema defined by xml metadata to support organization processing.

2. The software components of claim 1 where an organization is a single product, a group of products, a division, a company, a multi-company corporation or a value chain.

3. The software components of claim 1 where the data is stored in tables.

4. The software components of claim 1 where the common schema includes an organization designation.

5. The software components of claim 1 where the common schema includes a data dictionary.

6. The software components of claim 1 where the data dictionary defines standard data attributes from the group consisting of account numbers, components of value, currencies, elements of value, units of measure and time periods.

7. The software components of claim 1 where organization related data is obtained 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, enterprise resource planning systems (ERP), material requirement planning systems (MRP), quality control 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, external databases and combinations thereof.

8. The software components of claim 1 where at least a portion of the data is from the Internet or an external database.

9. The software components of claim 1 that convert data to match the common schema as required.

10. The software components of claim 1 that support processing for organization analysis.

11. Network models for aspects of organization financial performance that support organization analysis, management and optimization.

12. The network models of claim 11 that are selected from the group consisting of models that quantify the impact of sub elements of value on the elements of value, models that quantify the impact of elements of value on enterprise value, models that quantify the impact of each enterprise on organization value, two tiered models that quantify the impact of sub elements of value on the elements of value and the impact of elements of value on enterprise value, two tiered models that quantify the impact of elements of value on enterprise value and the impact of each enterprise on organization value and three tiered models that quantify the impact of sub elements of value on the elements of value, the impact of elements of value on enterprise value and the impact of each enterprise on organization value.

13. The network models of claim 12 where the inputs to the network models are selected from the group consisting of tangible indicators of element impact, combinations of tangible indicators of element impact and combinations thereof.

14. The network models of claim 12 where the impacts on elements of value, enterprise value and organization value are identified by category of value where the categories of value are selected from the group consisting of current operation, real options, market sentiment and combinations thereof.

15. The network models of claim 14 where the current operation category of value can be further subdivided by component of value where components of value are selected from the group consisting of revenue, expense, capital change and combinations thereof.

16. The network models of claim 12 where the hidden layer in the network models quantify the relationship between each input, the other inputs and the output measure.

17. The network models of claim 12 where the elements of value are selected from the group consisting of alliances, brands, channels, customers, customer relationships, employees, employee relationships, intellectual capital, intellectual property, partnerships, processes, production equipment, supply chain, vendors, vendor relationships and combinations thereof.

18. The network models of claim 12 where the subelements of value are selected from the group consisting of a single alliance, groups of alliances, a single brand, groups of brands, a single customer, groups of customers, a single customer relationship, groups of customer relationships, a single employee, groups of employees, a single employee relationship, groups of employee relationships, a single piece of intellectual property, groups of intellectual property, a single partnership, groups of partnerships, a single process, groups of processes, a single vendor, groups of vendors, a single vendor relationship, groups of vendor relationships and combinations thereof.

19. The network models of claim 11 that support organization analysis, management and optimization activities from the group consisting of automated equity trading, contribution analysis, element ranking, impact analysis, management reporting, multi-criteria optimization, network optimization, option discount rate calculation, pricing optimization, process optimization, purchasing optimization, simulation, element valuation, closed loop optimization and combinations thereof.

20. The network models of claim 11 that are developed by learning from the data.

21. The network models of claim 20 where the learning is completed on a continuous basis.

22. The network models of claim 11 that are selected from the group consisting of neural network models, bayesian models, regression models, multi-adaptive regression spline models and combinations thereof.

23. The network models of claim 11 where the aspects of organization financial performance are selected from the group consisting of revenue, expense, capital change, market sentiment, cash flow and market value.

24. A computer readable medium having sequences of instructions stored therein, which when executed cause the processors in a plurality of computers that have been connected via a network to perform an organization share price method, comprising:

integrating organization related data in accordance with a common schema,

developing a model of organization share price that identifies the value impact of each element of value using at least a portion of said data, and

identifying a trading price for organization shares using said model.

25. The computer readable medium of claim 24 where the value impact of each element is the product of the relative element contributions to each category of value and the value of the categories of value where the categories of value are selected from the group consisting of current operation, real option, market sentiment and combinations thereof.

26. The computer readable medium of claim 24 where the common schema further comprises a schema defined in accordance with an xml metadata standard.

27. The computer readable medium of claim 24 where the method further comprises:

completing one or more organization equity transactions based on the difference between market price and the trading price in an automated fashion.

28. The computer readable medium of claim 27 where the share trading price is the price where the value of organization market sentiment is negative.

29. The computer readable medium of claim 24 where the method further comprises:

displaying the value impacts for each of one or more elements of value using a paper document or electronic display.

30. The computer readable medium of claim 29 where the elements of value are selected from the group consisting of alliances, brands, channels, customers, customer relationships, employees, employee relationships, intellectual capital, intellectual property, partnerships, processes, production equipment, supply chain, vendors, vendor relationships and combinations thereof.

31. The computer readable medium of claim 24 where the method further comprises:

identifying a list of changes in indicators of element impact that will optimize one or more aspects of organization financial performance using said model, and

displaying the list of changes and the organization value after the changes.

32. The computer readable medium of claim 31 where the elements of value are selected from the group consisting of alliances, brands, channels, customers, customer relationships, employees, employee relationships, intellectual capital, intellectual property, partnerships, processes, production equipment, vendors, vendor relationships and combinations thereof.

33. The computer readable medium of claim 31 where the indicators of element impact are selected from the group consisting of composite variables, transaction averages, time lagged transaction averages, transaction ratios, time lagged transaction ratios, transaction trends, time lagged transaction trends, time lagged transaction data, transaction patterns, time lagged transaction patterns, geospatial measures, time lagged geospatial measures, relative rankings, links, frequencies, time periods, average time periods, cumulative time periods, rolling average time periods, cumulative total values, the period to period rates of change and combinations thereof.

34. The computer readable medium of claim 31 where aspects of organization financial performance are selected from the group consisting of revenue, expense, capital change, current operation value, real option value, market sentiment value, market value and combinations thereof.

35. The computer readable medium of claim 24 where organization related data are obtained 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, enterprise resource planning systems (ERP), material requirement planning systems (MRP), quality control 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, external databases and combinations thereof.

36. The computer readable medium of claim 24 where the data includes historical data, forecast data and combinations thereof.

37. The computer readable medium of claim 24 where the data are transaction data, descriptive data, geospatial data, text data, linkage data and combinations thereof.

38. The computer readable medium of claim 24 where an organization is a single product, a group of products, a division, a company, a multi-company corporation or a value chain.

39. The computer readable medium of claim 24 that identifies and analyzes the factors that have an effect on facets of organization financial performance where the facets are selected from the group consisting of intellectual capital, elements of value, components of value, categories of value and combinations thereof.

40. Independent software components that integrate organization related data from a plurality of sources using a common data dictionary to support organization processing.

41. The software components of claim 40 where an organization is a single product, a group of products, a division, a company, a multi-company corporation or a value chain.

42. The software components of claim 40 where the data dictionary comprises part of an xml schema.

43. The software components of claim 40 where the data dictionary defines standard data attributes from the group consisting of account numbers, components of value, currencies, elements of value, units of measure and time periods.

44. The software components of claim 40 where organization related data is obtained 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, enterprise resource planning systems (ERP), material requirement planning systems (MRP), quality control 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, external databases and combinations thereof.

45. The software components of claim 40 where at least a portion of the data is from the Internet or an external database.

46. The software components of claim 40 that convert data to match the common data dictionary as required.

47. The software components of claim 40 that support processing for organization analysis.

48. The software components of claim 40 that support processing for organization management.

49. The software components of claim 40 that support processing for organization optimization.