US 8,265,981 B2Granted

Method and system for identifying a business organization that needs transformation

AssigneeAccenture Global Services Limited

InventorsKristin L. Ficery, Jack E. Azagury, Arthur R. Bert, Michael K. Ostergard, Michael J. Harrison, David S. St. Leger-Andrews, John F. Engel, Susan Tomilo

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Abstract

A method and system for identifying a business organization that needs transformation is provided. In one implementation the method and system may include providing information, such as financial, marketing, and internal information, related to a business organization; determining from the information whether the business organization has had a performance trigger; adding the business organization to a list of transformation candidates if the determination identifies the business organization as having had a performance trigger; and displaying on a display device whether the business organization is a candidate for transformation.

Claims40

Dependent claims

A method for identifying a business organization that needs transformation, the method comprising:

receiving, at a computer, first financial data that defines a financial state of a business organization at a first time;
storing, by the computer, the first financial data to a database;
receiving, at the computer, second financial data that defines the financial state of the business organization at a second time that is later than the first time, the second time corresponding to one of:
a fixed period after the first time, a time at which a user specifies to the computer an occurrence of a change in market conditions, and a time at which a user specifies to the computer an occurrence of an internal reorganization of the business organization;
selecting, by the computer, the first financial data from the database at the second time;
comparing, by the computer, the first financial data with the second financial data to thereby determine
whether the business organization has had a financial trigger, which corresponds to a financial change (FC) that exceeds a pre-determined threshold,
wherein FC is calculated according to:
FC
=
Δ
⁢
⁢
Cashflow
Δ
⁡
(
Enterprisevalue
/
Investedcapital
)
where ΔCashflow corresponds to a change in the cash flow of a business organization over time and Δ(Enterprisevalue/Investedcapital) corresponds to a change in the ratio of the enterprise value of the business organization to the capital invested in the business organization over the same time;
if a financial trigger has occurred, adding, by the computer, the business organization to data that defines a list of transformation candidates;
and
displaying on a display device in communication with the computer one or more business organizations in the list.

22 more elements

A method for identifying and transforming a business organization, the method comprising:

receiving, at a computer, first financial data that defines a financial state of a business organization at a first time;
storing, by the computer, the first financial data to a database;
receiving, at the computer, second financial data that defines the financial state of the business organization at a second time that is later than the first time, the second time corresponding to one of:
a fixed period after the first time, a time at which a user specifies to the computer an occurrence of a change in market conditions, and a time at which a user specifies to the computer an occurrence of an internal reorganization of the business organization;
selecting, by the computer, the first financial data from the database at the second time;
comparing, by the computer, the first financial data with the second financial data to thereby determine
whether the business organization has had a financial trigger, which corresponds to a financial change (FC) that exceeds a pre-determined threshold,
wherein FC is calculated according to:
FC
=
Δ
⁢
⁢
Cashflow
Δ
⁡
(
Enterprisevalue
/
Investedcapital
)
where ΔCashflow corresponds to a change in the cash flow of a business organization over time and Δ(Enterprisevalue/Investedcaptial) corresponds to a change in the ratio of the enterprise value of the business organization to the capital invested in the business organization over the same time;
if a financial trigger has occurred, adding, by the computer, the business organization to data that defines a list of transformation candidates;
forming a transformation plan for the business organization if the business organization has been added to the list of transformation candidates;
and
displaying the transformation plan on a display device in communication with the computer.

23 more elements

A non-transitory machine-readable storage medium having stored thereon, a computer program comprising at least one code section for identifying a business organization that needs transformation, the at least one code section being executable by a machine for causing the machine to perform acts of:

receiving first financial data that defines a financial state of a business organization at a first time;
storing the first financial data to a database;
receiving second financial data that defines the financial state of the business organization at a second time that is later than the first time, the second time corresponding to one of:
a fixed period after the first time, a time at which a user specifies to the computer an occurrence of a change in market conditions, and a time at which a user specifies to the computer an occurrence of an internal reorganization of the business organization;
selecting the first financial data from the database at the second time;
comparing the first financial data with the second financial data to thereby determine
whether the business organization has had a financial trigger, which corresponds to a financial change (FC) that exceeds a pre-determined threshold,
wherein FC is calculated according to:
FC
=
Δ
⁢
⁢
Cashflow
Δ
⁡
(
Enterprisevalue
/
Investedcapital
)
where ΔCashflow corresponds to a change in the cash flow of a business organization over time and Δ(Enterprisevalue/Investedcaptial) corresponds to a change in the ratio of the enterprise value of the business organization to the capital invested in the business organization over the same time;
if a financial trigger has occurred, adding the business organization to data that defines a list of transformation candidates;
and
displaying on a display device one or more business organizations in the list.

22 more elements

A non-transitory machine-readable storage medium having stored thereon, a computer program comprising at least one code section identifying and transforming a business organization, the at least one code section being executable by a machine for causing the machine to perform acts of:

receiving first financial data that defines a financial state of a business organization at a first time;
storing the first financial data to a database;
receiving second financial data that defines the financial state of the business organization at a second time that is later than the first time, the second time corresponding to one of:
a fixed period after the first time, a time at which a user specifies to the computer an occurrence of a change in market conditions, and a time at which a user specifies to the computer an occurrence of an internal reorganization of the business organization;
selecting the first financial data from the database at the second time;
comparing the first financial data with the second financial data to thereby determine
whether the business organization has had a financial trigger, which corresponds to a financial change (FC) that exceeds a pre-determined threshold,
wherein FC is calculated according to:
FC
=
Δ
⁢
⁢
Cashflow
Δ
⁡
(
Enterprisevalue
/
Investedcapital
)
where ΔCashflow corresponds to a change in the cash flow of a business organization over time and Δ(Enterprisevalue/Investedcaptial) corresponds to a change in the ratio of the enterprise value of the business organization to the capital invested in the business organization over the same time;
if a financial trigger has occurred, adding the business organization to data that defines a list of transformation candidates;
forming a transformation plan for the business organization if the business organization has been added to the list of transformation candidates;
and
displaying the transformation plan on a display device.

23 more elements

A system for identifying a business organization that needs transformation, the system comprising:

a computer configured to receive first financial data that defines a financial state of a business organization at a first time;
store hardware configured to the first financial data to a database;
receive second financial data that defines the financial state of the business organization at a second time that is later than the first time, the second time corresponding to one of:
a fixed period after the first time, a time at which a user specifies to the computer an occurrence of a change in market conditions, and a time at which a user specifies to the computer an occurrence of an internal reorganization of the business organization;
select the first financial data from the database at the second time;
compare the first financial data with the second financial data to thereby determine
whether the business organization has had a financial trigger, which corresponds to a financial change (FC) that exceeds a pre-determined threshold,
wherein FC is calculated according to:
FC
=
Δ
⁢
⁢
Cashflow
Δ
⁡
(
Enterprisevalue
/
Investedcapital
)
where ΔCashflow corresponds to a change in the cash flow of a business organization over time and Δ(Enterprisevalue/Investedcaptial) corresponds to a change in the ratio of the enterprise value of the business organization to the capital invested in the business organization over the same time;
wherein if a financial trigger has occurred, the computer is further configured to add the business organization to data that defines a list of transformation candidates;
and
communicate the list of transformation candidates to a display device.

22 more elements

A system for identifying and transforming a business organization, the system comprising:

a computer configured to receive first financial data that defines a financial state of a business organization at a first time;
store hardware configured to the first financial data to a database;
receive second financial data that defines the financial state of the business organization at a second time that is later than the first time, the second time corresponding to one of:
a fixed period after the first time, a time at which a user specifies to the computer an occurrence of a change in market conditions, and a time at which a user specifies to the computer an occurrence of an internal reorganization of the business organization;
select the first financial data from the database at the second time;
compare the first financial data with the second financial data to thereby determine
whether the business organization has had a financial trigger, which corresponds to a financial change (FC) that exceeds a pre-determined threshold,
wherein FC is calculated according to:
FC
=
Δ
⁢
⁢
Cashflow
Δ
⁡
(
Enterprisevalue
/
Investedcapital
)
where ΔCashflow corresponds to a change in the cash flow of a business organization over time and Δ(Enterprisevalue/Investedcaptial) corresponds to a change in the ratio of the enterprise value of the business organization to the capital invested in the business organization over the same time;
wherein if a financial trigger has occurred, the computer is further configured to add the business organization to data that defines a list of transformation candidates;
form a transformation plan for the business organization if the business organization has been added to the list of transformation candidates;
and
communicate the transformation plan to a display device to the transformation plan on a display a display device.

23 more elements

Dependencies are inferred from the claim text.

Facts

Application: 12/167,008Filed 2 Jul 2008
Published: US 2010/0004963 A17 Jan 2010
Granted: 11 Sep 2012
Term ends: Not estimatedThe source records don’t support an estimate.

Classification3 codes

G06Q 10/10
Administration; Management: office automation; Time management
G06Q 10/0639
Operations research, analysis or management: performance analysis of employees; Performance analysis of enterprise or organisation operations
G06Q
Information and communication technology [ict] specially adapted for administrative, commercial, financial, managerial