Method for creating and displaying a multi-dimensional business model comparative static
View Patent ↗A systemic logic method is used to convert objective and subjective data into meaningful business information. A graphical representation is created to allow the rapid and efficient comparison of the data generated, enabling the business analyst or decision maker to make and/or support decisions. The invention may used to identify strengths, vulnerabilities or opportunities for a business.
1. A method for converting business data into business information, comprising:
identifying, from a user interface, one or more meta categories corresponding to investment data, wherein the one or more meta categories correspond to a particular investment fund's financial performance and includes a metric for financial performance of a particular fund including average dollar value invested;
determining, from the user interface, one or more subcategories within each meta category that is associated with an industry segment for the fund, wherein each subcategory include a factor that directly impacts the metric and includes perceived social value of the fund mapped to a scale of 4 for excellent perceived social value, 3 for good perceived social value, 2 for fair perceived social value, and 1 for poor perceived social value size of funds;
computing, within a processor, a score for each subcategory by selecting data sources to analyze using the meta categories and the subcategories and the corresponding metrics and factors found in those data sources to map to a scale for each score, wherein the data sources are selected from one or more of the following: public web sites, secondary market research, public domain documentation, and proprietary information sources, and wherein the score computed by combining the average dollar value invested in the fund with the perceived social value mapped to the scale;
repeating the processing associated with identifying, determining, and computing for one or more additional funds to produce one or more additional scores; and
generating, within a processor, a multidimensional graphical representation of the score and the one or more additional scores for each subcategory of each meta category, and wherein the multidimensional graphical representation of the score is identified within a presented graph and the presented graph includes a labeled axis for each subcategory and each subcategory represents a particular dimension, and wherein the multidimensional graphical representation is produced by superimposing the score and additional scores for the particular fund and the one or more additional funds on the labeled axis thereby visually depicting within the graph values for the average dollar value invested and the perceived social value for the particular fund in relation to the average dollar values invested and the perceived social values for the one or more additional scores associated with the one or more additional funds.
2. The method of claim 1 , wherein computing the score includes weighting and normalizing the score for each subcategory.
3. The method of claim 1 , wherein generating the multidimensional graphical representation comprises generating a spider graph.
4. The method of claim 1 , wherein the computing includes using both publicly and privately-available data to compute the score.
5. The method of claim 1 , wherein the computing step includes using subjective data to compute the score, wherein subjective data is supplied by a user via the user interface and maps to a predefined numeric scale, and wherein the perceived social value is the subjective data and the scale is the numeric scale.
6. A method for converting business data into business information, comprising:
identifying, within a user interface, one or more meta categories corresponding to financial data associated with organizations within a particular industry segment, wherein the one or more meta categories correspond to metric for financial performance of a particular fund of a particular organization and includes average dollar value invested;
determining, within the user interface, one or more subcategories within each meta category, wherein each subcategory include a factor that directly impacts the metric and includes perceived social value of the fund mapped to a scale of 4 for excellent perceived social value, 3 for good perceived social value, 2 for fair perceived social value, and 1 for poor perceived social value size of funds;
computing, within a processor, scores for the particular organization and for other organizations within the industry segment by acquiring values for the average dollar value invested from publicly and privately acquired data sources and by acquiring values for the perceived social value from a user, each score having a value for the average dollar value associated with the meta categories and a value for the perceived social value associated with the subcategories; and
generating a multidimensional graphical representation that visually depicts the scores together on the multidimensional graphical representation and identifies with the scores the particular organization and the other organizations and their scores relative to one another within the multidimensional graphical representation and presenting the multidimensional graphical representation to the user.
7. The method of claim 6 , wherein computing the score includes weighting and normalizing the score for each subcategory.
8. The method of claim 6 , wherein the multidimensional graphical representation is a spider graph.
9. A system for converting business data into business information, comprising:
a user interface, for inputting financial data including an financial product, a financial segment, an average dollar amount invested for the financial product, and a perceived social value for the financial product mapped to a scale where 4 indicates a perceived excellent social value rating, 3 represents a perceived good social value rating, 2 represents a perceived fair social value rating, and 1 represents a perceived poor social value rating;
a memory in communication with the user interface, for storing the financial data for a plurality of organizations within the financial segment and which are entered via the user interface; and
a processor in communication with the memory for manipulating the financial data, the processor computing scores for each of the plurality of organizations, each score having a value for the average dollar amount invested and a value for the perceived social value and generating a multidimensional graphical representation of the scores and including within the multidimensional graphical representation multiple axes for a presented graph, wherein one axis is associated with the values for the average dollar amounts invested and another axis is associated with the values for the perceived social values and each organization identifiable within the graph with their corresponding values for the average dollar amounts invested and for the perceived social values.
10. The system of claim 9 , wherein the user interface comprises a monitor and a keyboard.
11. The system of claim 9 , wherein the multidimensional graphical representation generated by the processor is displayed on a monitor.
12. The system of claim 9 , wherein the processor weights and normalizes each of the scores before presenting in the graph.
13. The system of claim 9 , wherein the processor generates a spider graphical representation of the scores.
14. An apparatus for converting business data into business information, the apparatus comprising:
a first device for identifying a meta category corresponding to financial data for a plurality of organizations each having a financial product, the meta category identifying an average dollar amount invested in the financial product for each of the organizations;
a second device for determining a subcategory corresponding with the meta category, wherein the subcategory identifies a perceived social value for the financial product for each of the organizations and mapped to a pre-defined scale;
a third device for computing scores for each of the meta categories and subcategories of each of the organizations, each score including the corresponding average dollar amount invested in the financial product and the perceived social value associated with the financial product, and wherein data sources are selected to provide at least some of the values associated with the average dollar amounts invested and the perceived social values; and
a fourth device for generating a multidimensional graphical representation of the scores, and wherein the fourth device is for producing a graph that represents the multidimensional graphical representation and the graph includes a unique axis for each unique average dollar amount invested and perceived social value, and wherein the multidimensional graphical representation is produced by superimposing portions of the scores onto selective ones of the unique axes.
15. The apparatus of claim 14 , wherein the third device weights and normalizes the scores.
16. The apparatus of claim 14 , wherein the fourth device generates a spider graph.
17. The apparatus of claim 14 , wherein the apparatus uses one of a complementary analysis technique or a differences analysis technique to present the scores for the plurality of organizations within the graph.