公开(公告)号：US07925557B1

公开(公告)日：2011-04-12

申请号：US10802861

申请日：2004-03-18

申请人： Kristin L. Ficery ,  Michael Kirk Ostergard

发明人： Kristin L. Ficery ,  Michael Kirk Ostergard

IPC分类号： G06Q40/00

CPC分类号： G06Q40/02 ,  G06Q40/00 ,  G06Q40/025 ,  G06Q40/10

摘要： Disclosed are systems and related methods for performing cost reduction analyses, and selecting and implementing appropriate cost reduction programs. The systems include electronically enabled tools for automatically performing cost analyses, identifying cost levers, and selecting cost reduction strategies targeting those cost levers. Disclosed embodiments examine a target company's financial data and detect the key levers or drivers that affect the company's cost structure. Thereafter, the identified cost levers are linked to one or more pertinent business capability recommendations where each linked capability recommendation is tailored to provide at least one element of a cost reduction strategy adapted to address one or more of the identified levers. Further, business capability overviews are provided for each capability recommendation, where the overview can contain case studies, implementation plans, integration implications, sample benefit and impact forecasts and other relevant information pertaining to the understanding, assessment and implementation of that particular capability recommendation.

摘要翻译： 公开了用于执行成本降低分析的系统和相关方法，以及选择和实施适当的成本削减程序。 这些系统包括电子启用的工具，用于自动执行成本分析，识别成本杠杆，并选择针对这些成本杠杆的成本降低策略。 披露的实施例检查目标公司的财务数据并检测影响公司成本结构的关键杠杆或驱动因素。 此后，所识别的成本杠杆与一个或多个相关业务能力建议相关联，其中每个链接的能力建议被定制以提供适于解决一个或多个所识别的杠杆的成本降低策略的至少一个要素。 此外，为每个能力建议提供业务能力概述，概述可以包含案例研究，实施计划，整合影响，样本收益和影响预测以及与该特定能力建议的理解，评估和实施有关的其他相关信息。

公开(公告)号：US08265981B2

公开(公告)日：2012-09-11

申请号：US12167008

申请日：2008-07-02

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

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

IPC分类号： G06Q10/00

CPC分类号： G06Q10/10 ,  G06Q10/0639

摘要： 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.

摘要翻译： 提供了一种用于识别需要转换的业务组织的方法和系统。 在一个实施中，该方法和系统可以包括提供与商业组织相关的诸如财务，营销和内部信息的信息; 从信息确定商业组织是否具有绩效触发器; 如果确定将商业组织识别为具有性能触发，则将业务组织添加到转换候选者列表中; 并且在显示装置上显示商业组织是否是转型的候选者。

公开(公告)号：US20080208649A1

公开(公告)日：2008-08-28

申请号：US11711161

申请日：2007-02-27

申请人： Kristin L. Ficery ,  Meng Yen Ti ,  Karen Lindgren ,  David Goldson ,  Michael J. Russell ,  Andrew Zimmerman ,  Tera McCallum ,  P. Christopher Bosco

发明人： Kristin L. Ficery ,  Meng Yen Ti ,  Karen Lindgren ,  David Goldson ,  Michael J. Russell ,  Andrew Zimmerman ,  Tera McCallum ,  P. Christopher Bosco

IPC分类号： G06F9/44

CPC分类号： G06Q10/10 ,  G06Q10/06311

摘要： Disclosed herein are architectures and related processes and tools for enabling secure information sharing during the regulatory review period of mergers and acquisitions. A secure information sharing architecture and related processes and tools is provided that facilitates data gathering and information organizing to accelerate the post merger integration process for companies involved in a merger transaction while ensuring that information integrity is maintained in compliance with regulatory restrictions. Embodiments of the invention permit a mirrored approach to integration research and planning.

摘要翻译： 这里披露的是在并购监管审查期间实现安全信息共享的架构和相关流程和工具。 提供安全的信息共享架构和相关流程和工具，有助于数据收集和信息组织，以加速参与合并交易的公司的后兼并整合过程，同时确保信息完整性符合法规限制。 本发明的实施例允许对集成研究和规划进行镜像的方法。

公开(公告)号：US20100004963A1

公开(公告)日：2010-01-07

申请号：US12167008

申请日：2008-07-02

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

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

IPC分类号： G06Q10/00

CPC分类号： G06Q10/10 ,  G06Q10/0639

摘要： 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.

摘要翻译： 提供了一种用于识别需要转换的业务组织的方法和系统。 在一个实施中，该方法和系统可以包括提供与商业组织相关的诸如财务，营销和内部信息的信息; 从信息确定商业组织是否具有绩效触发器; 如果确定将商业组织识别为具有性能触发，则将业务组织添加到转换候选者列表中; 并且在显示装置上显示商业组织是否是转型的候选者。

公开(公告)号：US09406034B2

公开(公告)日：2016-08-02

申请号：US11692003

申请日：2007-03-27

申请人： Richard W. Aleong ,  P. Christopher Bosco ,  Arthur Bert ,  Dorree F. Ebner ,  Kristin L. Ficery ,  Bruce P. Kiene ,  Connor G. McGogney ,  Jill S. Dailey ,  Ali Lila

发明人： Richard W. Aleong ,  P. Christopher Bosco ,  Arthur Bert ,  Dorree F. Ebner ,  Kristin L. Ficery ,  Bruce P. Kiene ,  Connor G. McGogney ,  Jill S. Dailey ,  Ali Lila

IPC分类号： G06Q10/10 ,  G06Q10/06 ,  G06Q30/02

CPC分类号： G06Q10/06 ,  G06Q10/06393 ,  G06Q10/103

摘要： The present invention provides for a method and a computer system for providing functionality for electronically managing and supporting a merger integration of businesses, using software and other computer-implemented tools. In one aspect of the invention, the method and system provide program milestone tracking for an integration of businesses, where the businesses are subject to a merger or acquisition. The system provides a collaboration environment computer program for assisting a group of individuals performing the integration of businesses. The collaboration environment computer program provides administrative controls and communication among the group of individuals. A project management computer program assists the group of individuals and is configured to manage project schedules, budgets, and timeframes. A program milestone component is established and configured to facilitate creating and tracking program milestones for the collaboration environment computer program. The program milestone component also configured to interface the collaboration environment computer program and the project management computer program such that the collaboration environment computer program directly links to the project management computer program and receive program milestone updates.

摘要翻译： 本发明提供了一种方法和计算机系统，用于提供用于电子管理和支持企业的合并集成的功能，使用软件和其他计算机实现的工具。 在本发明的一个方面，该方法和系统为企业的集成提供程序里程碑跟踪，其中业务被并购或获取。 该系统提供协作环境计算机程序，用于协助一组执行业务整合的个人。 协作环境计算机程序提供了个人之间的管理控制和沟通。 项目管理计算机程序协助个人群体，并配置为管理项目进度表，预算和时间表。 建立并配置了一个程序里程碑组件，以方便创建和跟踪协作环境计算机程序的程序里程碑。 程序里程碑组件还配置为将协作环境计算机程序和项目管理计算机程序进行接口，使得协作环境计算机程序直接链接到项目管理计算机程序并接收程序里程碑更新。

公开(公告)号：US20080270581A1

公开(公告)日：2008-10-30

申请号：US11797080

申请日：2007-04-30

申请人： Kristin L. Ficery ,  Meng Yen Ti ,  Karen Lindgren ,  David Goldson ,  Michael J. Russell ,  Andrew Zimmerman ,  Tera McCallum ,  P. Christopher Bosco

发明人： Kristin L. Ficery ,  Meng Yen Ti ,  Karen Lindgren ,  David Goldson ,  Michael J. Russell ,  Andrew Zimmerman ,  Tera McCallum ,  P. Christopher Bosco

IPC分类号： G06F15/177

CPC分类号： G06Q40/02 ,  G06Q10/10 ,  H04L63/0428

摘要： Disclosed herein are architectures and related processes and communication tools for enabling secure information sharing and post-merger integration planning during the regulatory review period of mergers and acquisitions. The disclosed embodiments include a secure information sharing architecture and related communication processes and tools for facilitating data flow from companies involved in a merger transaction into a quarantined center of a secure information sharing architecture while ensuring that information integrity is maintained in compliance with regulatory restrictions, and automated tools for allowing users to track and view the status of communications into and out of the quarantined center.

摘要翻译： 这里披露的是在并购监管审查期间实现安全信息共享和并购后整合规划的架构和相关流程和通信工具。 所公开的实施例包括安全信息共享体系结构和相关的通信过程和工具，用于促进从涉及合并事务的公司到安全信息共享体系结构的隔离中心的数据流，同时确保信息完整性遵守监管限制，以及 自动化工具，允许用户跟踪和查看进出隔离中心的通信状态。