3BL® - Advancing Triple Bottom Line


A19 October, 2006

Leveraging Interactive Data in the Marketplace

• UNDERSTANDING | What• The products, the problems and the solution

• BENEFITING | Why• External, internal, short and long-term potential benefits

• IMPLEMENTING | How• Levels of involvement, associated risks and direct costs


AUNDERSTANDING | The Products


• IRO’s TELL NO LIES: NIRI-Chicago 2005 AR Survey• 83% describe annual report as “critical component” of IR

• 50% budget $250,000 or more, 68% produce 10-K plus

• Interdepartmental priority, attention of key leaders

• Analysts, government, customers, employees are MVPs

http://www.niri-chicago.org/cg/awards/triad/2005/2005_niri_chicago_ar_survey_results.pdf


AUNDERSTANDING | The Products


• TAKE IT FROM LEADERS IN THE MARKETPLACE

• PWC’s Management Barometer - 26 January, 2006

• CIO Magazine “Designing IT for Gen X” - 1 March, 2006

• Gartner Group Research - 1 March, 2006

http://www.pwc.com/extweb/ncpressrelease.nsf/docid/8A822663A7D697FA852571090054EB0C

http://www.cio.com/archive/030106/applied.html

http://www.gartner.com/DisplayDocument?ref=g_search&id=473937


AUNDERSTANDING | The Problems


• AR IS EXPENSIVE, INEFFICIENT, UNDER UTILIZED• Long shelf-life, short relevance of content

• Creation by committee dilutes target messages

• Where do people go for data right now? Tomorrow?

• FAILING TO FOLLOW THROUGH (NIRI Survey Data)• Less than 3% utilizing capabilities of the Web

• 45% gauge effectiveness with only “anecdotal feedback”

• 20% don’t measure effectiveness of AR at all


AUNDERSTANDING | The Solutions


• BUSINESS PROCESS CHANGE• Accounting/Finance/IR - final frontiers for I.T. revolution

• Generation Gap, Johann Gutenberg vs. Steve Jobs

• 21st CENTURY PERSPECTIVE• Real valuation requires a kaleidoscope, not a snapshot

• Triple bottom line - financial, social, environmental KPIs

• CFO/IR deserve the right tool for the right job


AUNDERSTANDING | The Solutions


“Ed” (EDGAR) was THEN “Web” (webAR) is NOW


ABENEFITING | External Potential Benefits


• EXTERNAL POTENTIAL BENEFITS• Radically decrease time to market with crucial data

• Gain coverage or increased coverage on Wall Street

• Full disclosure = Good CSR credits

• Deliver interactive content and broaden IR reach

• Your message, your way

• AR-caliber reporting every week, month, or quarter


ABENEFITING | Internal Potential Benefits


• INTERNAL POTENTIAL BENEFITS• Streamline report creation and production processes

• Build-in methods to permit change and encourage updates

• Repurpose report elements, stop reinventing the wheel

• More bang for your IR buck


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• ONE REPORT, BILLIONS OF IMPRESSIONS• Convert units of currency dynamically

• Mouse-click for translation, 14 languages: English Spanish French German

Italian Portuguese Swedish Dutch

Greek Russian Japanese Korean

Arabic Traditional Chinese Simplified Chinese

• Export multiple file formats, output directly to printer


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• SIDE-BY-SIDE FINANCIAL ANALYSIS AND COMPARISON• Instantaneous

• Error free, no re-keying of data

• Validated, regulated data pulled directly from database

• Countless custom financial analysis tools available

(key ratios, prototype M&A, financial projections, more…)


ABENEFITING | Internal Potential Benefits


• IF YOU BUILD IT, THEY WILL COME• But, who are “they”? And, where are they coming from?

• Track domains, browsers, search engines in real-time

• Customizable interface for direct presentation

• Make adjustments on-the-fly, react to market’s needs


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AIMPLEMENTING | Levels of Involvement


• ADOPT THE TECHNOLOGY!• Outsource adoption, eliminate barriers once and for all

• Meet Wall Street, Gov’t, stakeholder needs, they’ll reward

• PERFORMANCE WILL DRIVE COMPLIANCE• Don’t wait for an SEC mandate, reap benefits today

• Pioneering companies will define the standard

• Latecomers will pay more, have more difficulty


AIMPLEMENTING | Levels of Involvement


• INTERNATIONAL RESOURCE NETWORK• Vendors, suppliers and experts waiting with open arms

• Scalable, incremental implementation, start with SEC VFP

• UNIVERSAL DELIVERY APPLICATIONS• Launched on your domain, complete CIO/CFO ownership

• Goodbye “Ed” (EDGAR), Hello “Web” (webAR)

http://webAR.YourCompanyName.com


AIMPLEMENTING | Risks and Costs


• RISKS OR RUMORS?• Validation, re-checking still upstream of disclosure

• Identical ledger and reporting data, just more versatile

• Using a standard does not regulate chart of accounts

• A SOUND REPORTING INVESTMENT• Web is about 30% of the cost of traditional annual reports

• 1 year of static print = 3 years of dynamic interactive


ACONCLUSION | Thank You


• WE ARE LIVING IN THE 21st CENTURY• Darwinism still rules

3BL® - Advancing Triple Bottom Line

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