Transcript Name/Title Topic/Date Table of Contents • • • • • • Company Overview Business Need Intelliscope Overview Detailed Feature Review What’s Next Conclusion.

Name/Title
Topic/Date
Table of Contents
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Company Overview
Business Need
Intelliscope Overview
Detailed Feature Review
What’s Next
Conclusion
Company Overview
Company Overview: Thomson
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The Thomson Corporation is a leading global e-information and
solutions company
– Founded in 1934 and headquartered in Toronto, Canada
– Annual revenues are approximately 6 billion U.S. dollars
– Currently ranked 227th on the Financial Times Global 500 list
– 36,000 employees building over 450 valued brands in more than 100
Thomson companies worldwide
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Thomson Financial, one of four market groups within Thomson,
serves the worldwide financial and corporate communities
– Founded in 1980, with over 30 offices located throughout the U.S., Europe,
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Latin America, Asia, and the Pacific Rim
Annual revenues are 2 billion U.S. dollars
Over 12,000 employees within TF serving customers in over 70 countries
Company Overview: Market Structure
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Four groups provide specialized expertise and service to
specific market segments
Intelligence Data focuses on the corporate market segment
within Thomson Financial
Thomson
Legal &
Regulatory
Scientific &
Healthcare
Learning
Financial
Intelligence
Data
Company Overview: Intelligence Data
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Founded in 1997 as a joint venture between First Call and
Investext, Intelligence Data (ID) is the most comprehensive—and
in some cases, exclusive—source of industry and company
opinion and analysis
ID’s customer base is drawn exclusively from the corporate
marketplace
Headquartered in Boston with offices in London, Paris, Frankfurt,
Hong Kong, San Francisco, Chicago, Cleveland, and Stamford
More than 30,000 users from over 3,600 companies access ID’s
databases
Over half of the leading Fortune 500 and Financial Times Global
500 corporations subscribe to ID’s services
Company Overview: Our Vision
To be the leading e-information source serving corporations
worldwide with a unique mix of competitive and business
intelligence at the highest end of the business information
spectrum. Our customers will gain greater insight, and make
better business decisions, through access to independent
opinion and analysis to help them achieve a sustainable
competitive advantage.
Company Overview: Product Timeline
1.0 introduced
1.1 released
3.1 released
1.0 introduced
2.0 released
Founded
November January November
1997
1998
2.0 acquired
March
July
1999
3.0 released
August
October
2000
InSite Integration
June
August
2001
Business Need
Business Need:
What is Business Intelligence?
Business intelligence includes a wide variety of research and
data, such as:
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Broker Research - Expert opinion and analysis that is generally
company- and industry-focused. Its primary market is financial
industry professionals, who use this research to make critical
investment decisions. Corporate users are a secondary market.
Morning Meeting Notes - analysts’ summaries of company
meetings and conference calls as well as their commentary on
industry events and corporate announcements.
Market Research - In-depth product- and sector-focused reports
that include profiles of key players, market share and demographic
trends, forecasts and analyses, and competitive information.
Trade Journals and Newswires - Timely coverage of information
and news focused on events and personalities.
Business Need:
Information Type/Value vs. Timeliness
Opinion &
Analysis
Market Research
Broker Research
Aggregated Research and News*
Broker Notes
Trade Journals
& Newsletters
News
Data
Annually
Quarterly
Monthly
Weekly
Daily
TIMELINESS
* Highest value & most timely: When research/news sources are aggregated, new information
becomes available more frequently. Also, the comprehensive coverage and multitude of sources
increases the value of the information.
Business Need: Factors Creating Business Need
for Aggregated Competitive Intelligence Products
PRESENT
+
PAST
Increased:
Competition
Market
Uncertainty
Pace of change
Tactical
Planning
Fewer
Competitors
Stable markets
Strategic
Planning
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Decreased:
Resources
Time
Staffing
Business Need:
What to Look for in a Research Provider
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Electronic capture from global sources and aggregation of
that data to ensure that you get the most comprehensive
overview possible
Value-added indexing and normalization/standardization
Clear rights for use
Powerful search tools that can meet your changing needs,
from comprehensive coverage of an entire industry to
tightly-focused information on a specific competitor
Time-saving features like saved searches and e-mail alerts
that provide new information on your topics of interest
Convenient means of sharing information enterprise-wide
Business Need:
Primary Uses for Business Intelligence
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Competitive Intelligence - Find out what analysts are saying about your
competitors…and how they rate your company in relation to the competition.
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Strategic Planning - Keep up with the latest industry developments to
support your business strategy, and find out what your competitors are planning so
you can proactively update your own business plans.
• New Business Development - Identify new business opportunities by
tracking companies that are growing or expanding into new areas.
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Sales and Marketing - Determine who your next customers will be by
assessing in-depth analysis of market trends, demographics, and new prospects.
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Mergers and Acquisitions - Use in-depth corporate data, evaluations,
and forecasts to identify promising targets and evaluate their financial strength.
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Researching New Products - Access information on product
evaluations, development costs, regulatory approval issues, and marketing
strategies, as well as assessments of long-term potential.
Intelliscope Overview
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Intelliscope Overview:
Content Source Facts
Broker Research
• Over 2.5 million reports from more than 630 active contributors
• Covers nearly 34,000 companies worldwide
• More than 2,000 new reports added each business day
First Call Notes
• Over 3 million notes from more than 200 brokerage firms worldwide
• More than 2,300 new notes added each business day; during quarterly
earnings periods, as many as 4,800 notes are added per day
Top 10 Sources
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Merrill Lynch Global Securities
Salomon Smith Barney
Deutsche Bank
UBS Warburg
Robertson Stephens
• Morgan Stanley Dean Witter
• Credit Suisse First Boston
• SG Securities
• Paine Webber
• Lehman Brothers
Intelliscope Overview: Content Benefits
Feature
Broker Research
First Call Notes
Benefit
Comprehensive business analysis reports that not only
tell what is going on, but why…providing companies
with a competitive advantage and business
development edge that can help them make strategic
decisions regarding their company and products.
Broker research encompasses revenue forecasts,
management outlooks, marketing strategies,
competitive landscapes, new product plans, regulatory
issues, product lifecycles, and expert opinions of
business plan executions.
Provides the latest news from Wall Street, featuring
daily updates on industry and company events. This
information can help companies refine their corporate
strategy and keep abreast of future trends.
Intelliscope Overview:
Broker Research Example
Intelliscope Overview:
First Call Notes Example
Intelliscope Overview:
Unique Features: Cross-Database Search
Intelliscope Overview:
Unique Features: Post and Share
Intelliscope Overview:
Unique Features: Alert Management
Detailed Feature Review
Detailed Feature Review
Feature
CrossDatabase
Searching
Benefit
Enables users to conduct more efficient and timely
research by allowing them to obtain information from
multiple databases with a single search. Search criteria
options include free text, best passage, title, company,
ticker symbol, industry, geographic region, and date
range.
· End users can save an unlimited number of searches
· Users can conduct a free-text search from any screen
· Search criteria are listed on results screen for easy
reference
Post and Share Allows users to select documents, organize them into
one or more folders, and post them to be shared
throughout the enterprise via Intelliscope or a link from
their corporate intranet.
Detailed Feature Review
Feature
Alerts
Multiple
E-Mail Alerts
Benefit
Intelliscope supports up to five alerts per end user and
allows users to determine the frequency and delivery
method (via e-mail or the product). Users can also set
suspension intervals to turn off alerts while on vacation
or away from the office.
Multiple e-mail alerts were added to Intelliscope in
2001, allowing clients to send each alert to as many as
10 different addresses. This enables users to have a
particular alert e-mailed to colleagues, saving time
since each user will not have to create the same alert.
Users who work from multiple locations can also have
the same alert sent to their various e-mail addresses.
Detailed Feature Review
Feature
Benefit
Customizable account profiles enable users to set default
User
screen, citation sorting, and display preferences, as well
Preferences
as suspend email alerts when away from the office.
An intelligent score is applied to search results indicating
Relevancy
the report’s relevance based on the number of times the
Scoring
search term is found in the document, the location of the
term within the document, and how large the document is
in relation to the number of times the term appears.
Preview Feature Allows users to preview the table of contents for broker
reports and assists in the download decision.
The best passage feature captures the free-text search
Best Passage
term and displays it in the context of the document. Along
with the table of contents, the best passage option helps
users decide whether to download the entire document.
Detailed Feature Review
Feature
Benefit
Detailed Citations provide supporting information such
Detailed and
as contributor, author, and report number. Summary
Summary
Citations contain just the basic information on a single
Citations
line so that large results sets can be scanned quickly.
Dynamically update your search results screen without
On-Screen
Display Options changing your settings: re-sort by publication date or
relevancy; switch between one-line Summary Citations
and more comprehensive Detailed Citations; and
choose the number of citations shown on each page.
Select relevant citations from the full results list and
Document
view those citations in one custom-selected set. When
Download
used with First Call Notes, this feature allows batch
Options
printing of the selected documents to save time.
Detailed Feature Review
Feature
Benefit
New functionality is communicated to clients via a
New Feature
Announcements pop-up window that appears the first time a user logs
onto Intelliscope following the new feature release. A
“New Feature” link has been added near the top of all
screens so users can refer back to the announcement if
needed; the link also ensures that users sharing a login
ID and password can all access the new feature notice.
This feature provides screen-level assistance, whether
Online Help
you need a short description of one of the screen
elements or more detailed instructions on how to use
the product and features.
Users can quickly and easily access helpful product
Tips
usage hints by clicking the “Tip” links next to the
various search fields.
What’s Next
What’s Next: New Content in 2001
Feature
Benefit
A comprehensive database of trade journals, business
Gale Group
Trade Journals magazines, and newsletters from Thomson Financial’s
and Newsletters Gale Group division will enable users to keep up with
the latest industry developments and business news.
A collection of newswires will also be integrated into
Gale Group
Intelliscope, providing an added level of timely,
Newswires
dynamic news and information.
Gale Group’s extensive collection of company profiles
Gale Group
will provide Intelliscope users with a more complete
Company
snapshot of the firms they are researching.
Profiles
Clients will soon be able to use Intelliscope to link to
SEC Documents 10-K, 10-Q, and 8-K SEC EDGAR filings for a more
detailed overview of public companies.
What’s Next:
Trade Journals and Newsletters
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Database contains over 3,000 publications
More than 2 million searchable articles and abstracts
Titles include:
• Forbes
• The Wall Street Journal
• Byte.com
• The Industry Standard
• Computerworld
• The IPO Reporter
• Biotech Week
• Energy Daily
• Wireless Review
• Manufacturing News
• Journal of the American • Mobile Communications
Medical Association
Report
• And more...
What’s Next:
Trade Journal and Newsletter Example
What’s Next: Newswires
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Over 200,000 searchable news briefs
More than 500 new stories posted daily
Database contains over 40 newswires, including:
• AsiaPort Daily News
• AsiaPulse News
• Business Wire
• Canadian Corporate News
• FedNet Government News • Futures World News
• InfoLatina S.A. de C.V.
• PR Newswire
• States News Service
• United Press International
• US Newswire
• And more...
What’s Next: Company Profiles
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Collection contains over 300,000 company profiles
Database covers key public and private companies, both
domestic and foreign
Users can search for and retrieve company overviews that
contain a wide variety of information, including:
– Revenue and asset data
– Number of employees
– Officers’ names
An ideal tool for sales departments, business development
managers, and strategic planners; allows users to quickly
sort and analyze companies by region or industry
What’s Next: Company Profile Example
What’s Next: New Content-Specific
Search Options in 2001
To enable users to further target the exact information they need, a host of
additional search options will be integrated into Intelliscope to help users
fine-tune their searches within the Gale Group content databases:
• Lead Paragraph Search - search the introductory paragraph of trade journals
and newswires
• Keyword Search - search trade journals for terms indexed by editors
• Publication Name Search - search trade journals by publication name
• NAICS Industry Search - search trade journals and company profiles by
industry using a standardized classification of 1,170 industry codes and terms
• Business Topic Search - search trade journals using a list of over 100 of the
most popular business topics, as assigned by Gale Group editors
• Author Search - search trade journals for articles by specific authors
• Document Type Search - search trade journals by choosing articles, abstracts,
or both
• Source Search - search newswires by source to target those that focus on
specific countries, industries, or topics
What’s Next: New Features in 2001
Feature
Benefit
Clients will be able to download multiple Gale
Multiple
Group Trade Journals, Newswires, and Company
Document
Profiles at one time; all selected documents will
Downloads
appear in one stream with page breaks in between.
This will save users a considerable amount of time,
as they will be able to view and print many
documents at once and will no longer have to open
and/or print each document one-by-one.
Users will be able to export company profiles to
Company
Excel or Access, which will enable them to
Profile Export manipulate the data and create customized reports
Option
for customer prospecting and marketing activities.
What’s Next: New Features in 2001
Feature
Benefit
This tool will help customers track usage by internal
Activity
clients and determine cost per user, enabling them to
Codes
allocate Intelliscope subscription costs among
departments that use it. This feature can also help clients
demonstrate the need for a subscription upgrade based on
usage if they need to obtain approval for the expenditure.
Users within a company will be able to create their own
Enrollment
username and password from a page on their corporate
Administration intranet, saving the account administrator a great deal of
time and effort. Furthermore, the account administrator
will be able to create the security token and registration
process, creating an additional level of security as only
employees with access to the intranet will be able to
create new users.
What’s Next: New Service Offerings in 2001
Feature
Web-Based
Tutorial
Qpass
E-Commerce
Initiative
Benefit
This online tutorial will guide users through product
demonstration and instruction covering content
descriptions, searching, and functionality. Users may
complete the entire tutorial or specific modules. This
service will increase productivity by enabling users to
take full advantage of all product functionality. In
addition, users can save time by limiting their training to
specific, in-depth topics they wish to focus on.
The Qpass digital commerce service will enable users to
purchase research on a pay-per-document basis. Small
businesses that only require a few reports each year will
now have access to valuable opinion and analysis, and
existing users can supplement their core subscriptions
with additional content sets they use less frequently.
Conclusion
Conclusion
With its powerful combination of high-value opinion and
analysis and up-to-the minute news and analyst commentary,
Intelliscope can help you:
• find the right information at the right time to make the
right business choices
• access detailed research that enables you to turn ideas
into reality
• achieve the kind of breakthrough innovations that
revolutionize the world and ensure your company’s
place history
Conclusion
With Intelliscope on your side,
you’re ready to
Decide and Conquer