Market value matrix

• US 20090018891A1
• Filed: 12/30/2003
• Published: 01/15/2009
• Est. Priority Date: 12/30/2003
• Status: Abandoned Application

• Current Assignee: Jeffrey Eder
• Original Assignee: Jeffrey Eder
• Inventors: Eder, Jeff Scott
• Application Number:
  US10/748,890
• Publication Number:
  US 20090018891A1
• Time in Patent Office: Days
• US Class Current: 705/10
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/0635 Risk analysis of enterprise or organisation activities
• CPC Class Codes: G06Q 10/06375 Prediction of business process outcome or impact based on a proposed change
• CPC Class Codes: G06Q 10/067 Enterprise or organisation modelling
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

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.

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.

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

3. The system of claim 1 where one or more aspects of an organization return are selected from the group consisting of alliance return, brand return, channel return, content return, contingent liabilities, customer return, customer relationship return, current operation return, derivative return, employee return, employee relationship return, enterprise return, external factor return, event return, information technology return, intellectual property return, investment return, knowledge return, market sentiment return, market return, market volatility, partnership return, process return, production equipment return, product return, real option return, technology return, vendor return, vendor relationship return, and combinations thereof.

4. The system of claim 1 that optionally supports securities valuation.

5. The system of claim 1 that supports financial performance management by segment of value, element of value, enterprise and combinations thereof.

6. The system of claim 1 where one or more elements of value are selected from the group consisting of:

alliances, brands, channels, content, customers, customer relationships, employees, employee relationships, information technology, intellectual property, knowledge, partnerships, processes, technology, vendors and vendor relationships and combinations thereof.

7. The system of claim 6 where the elements of value can be clustered into sub-elements of value for more detailed analysis.

8. The system of claim 5 where an enterprise is a single product, a group of products, a division or a company.

9. The system of claim 1 where the segments of value are selected from the group consisting of current operation, derivatives, investments, real options, market sentiment and combinations thereof.

10. The system of claim 9 where the current operation segment of value can be further subdivided by component of value where the components of value are revenue, expense or capital change.

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.

12. The computer readable medium of claim 11 where an organization is a single product, a group of products, a division, a company, a multi-company corporation, a value chain or a collaboration.

13. The computer readable medium of claim 11, wherein one or more aspects of an organization return are selected from the group consisting of alliance return, brand return, channel return, content return, contingent liabilities, customer return, customer relationship return, current operation return, derivative return, employee return, employee relationship return, enterprise return, external factor return, event return, information technology return, intellectual property return, investment return, knowledge return, market sentiment return, market return, market volatility, partnership return, process return, production equipment return, product return, real option return, technology return, vendor return, vendor relationship return and combinations thereof.

14. The computer readable medium of claim 11 that supports financial performance management by a segment of value, an element of value, an enterprise and combinations thereof.

15. The computer readable medium of claim 11 that optionally supports an organization security valuation.

16. The computer readable medium of claim 11, wherein one or more elements of value are selected from the group consisting of:

alliances, brands, channels, content, customers, customer relationships, employees, employee relationships, information technology, intellectual property, knowledge, partnerships, processes, technology, vendors and vendor relationships and combinations thereof.

17. The computer readable medium of claim 11, wherein the segments of value are selected from the group consisting of current operation, derivatives, investments, real options, market sentiment and combinations thereof.

18. The computer readable medium of claim 11 wherein one or more risks are selected from the group consisting of variability risks, contingent liabilities, strategic risks, market volatility risks, event risks and combinations thereof.

19. The computer readable medium of claim 11, wherein one or more external factors are selected from the group consisting of numerical indicators of conditions external to the organization, numerical indications of prices external to the organization, numerical indications of organization conditions compared to external expectations of organization condition, numerical indications of the organization performance compared to external expectations of organization performance and combinations thereof.

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.

21. The matrix of claim 20 wherein the segments of value are selected from the group consisting of current operation, derivatives, investments, real options, market sentiment and combinations thereof.

22. The matrix of claim 20, wherein one or more risks are selected from the group consisting of variability risks, contingent liabilities, strategic risks, market volatility risks, event risks and combinations thereof.

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.

24. The method of claim 23 where an organization is a single product, a group of products, a division, a company, a multi-company corporation, a value chain or a collaboration.

25. The method of claim 23 where the one or more aspects of organization risk, return and value that are optionally optimized are selected from the group consisting of alliance risk, brand risk, channel risk, content risk, contingent liabilities, customer risk, customer relationship risk, current operation risk, derivative risk, employee risk, employee relationship risk, energy risk, enterprise risk, external factor risk, event risk, fraud risk, information technology risk, intellectual property risk, investment risk, knowledge risk, market sentiment risk, market risk, market volatility, organization risk, partnership risk, process risk, production equipment risk, product risk, real option risk, technology risk, vendor risk, vendor relationship risk, weather risk, alliance return, brand return, channel return, content return, contingent liabilities, customer return, customer relationship return, current operation return, derivative return, employee return, employee relationship return, enterprise return, external factor return, event return, information technology return, intellectual property return, investment return, knowledge return, market return, market volatility, partnership return, process return, production equipment return, product return, real option return, technology return, vendor return, vendor relationship return, alliance value, brand value, channel value, content value, contingent liabilities, customer value, customer relationship value, current operation value, derivative value, employee value, employee relationship value, enterprise value, external factor value, event value, information technology value, intellectual property value, investment value, knowledge value, market sentiment value, market value, market volatility, organization value, partnership value, process value, production equipment value, product value, real option value, technology value, vendor value, vendor relationship value and combinations thereof.

26. The method of claim 23 that further comprises implementing the one or more changes in an automated fashion.

27. The method of claim 26 where implementation includes activities that are selected from the group consisting of narrow system changes, changes in operation and combinations thereof.

28. The method of claim 23 wherein the segments of value are selected from the group consisting of current operation, derivatives, investments, market sentiment, real options and combinations thereof.