Brian R Mccarthy

US Patent:

7349877, Mar 25, 2008

Filed:

Mar 2, 2005

Appl. No.:

11/072354

Inventors:

John J. Ballow - Eatons Neck NY, US
Brian F. McCarthy - Atlanta GA, US
Anthony J. Relvas - Ladera Ranch CA, US

Assignee:

Accenture Global Services GmbH

International Classification:

G06Q 40/00

US Classification:

705 36R, 705 37

Abstract:

A computer-implemented method for analyzing the relative performance of a business unit includes: receiving financial data about the business unit; determining NOPLAT, revenue, capital charge, and invested capital values for the business unit at a first time and a second time from the financial data; determining at least two data points including a first component indicative of NOPLAT/revenue and a second component indicative of revenue/capital charge for the business unit, the at least two data points indicative of values determined at one of the first time and the second time, respectively; and displaying the at least two data points, a first indicia for each data point indicative of the capital value, a second indicia indicative of a spread percentage, and a third indicia indicative of a relationship between the at least two data points between the first time and the second time.

US Patent:

7398240, Jul 8, 2008

Filed:

Mar 2, 2005

Appl. No.:

11/072895

Inventors:

John J. Ballow - Eatons Neck NY, US
Brian F. McCarthy - Atlanta GA, US
Anthony J. Relvas - Ladera Ranch CA, US

Assignee:

Accenture Global Services GmbH

International Classification:

G06Q 40/00

US Classification:

705 35

Abstract:

A method for assessing the performance of a company includes: receiving financial data about the company; determining a future value of the company; decomposing the future value into a plurality of future value components, where the plurality of future value components includes an economy component that defines an implied amount of growth of the company attributable to the growth of the economy in general; and displaying at least one of the future value components.

US Patent:

7778910, Aug 17, 2010

Filed:

Mar 2, 2005

Appl. No.:

11/072351

Inventors:

John J. Ballow - Eatons Neck NY, US
Brian F. McCarthy - Atlanta GA, US
Anthony J. Relvas - Ladera Ranch CA, US
Roland Burgman - New York NY, US

Assignee:

Accenture Global Services GmbH - Schaffhausen

International Classification:

G06Q 40/00

US Classification:

705 36R, 705 35

Abstract:

A computer-implemented method for analyzing corporate investments to measure the performance of a company is provided. The method may include: receiving financial data, the financial data including a plurality of operating investments of the company and a Future Value (FV) of the company; determining with a data processor a plurality of data points from the financial data, each of the plurality of data points indicative of a ratio between one of the plurality of operating investments and the Future Value (FV) of the company; determining a first benchmark and a second benchmark, the first benchmark indicative of a threshold ratio between the FV and the operating investment, the second benchmark indicative of a threshold operating investment; and displaying the data points, the first benchmark, and the second benchmark to advise a user of an effectiveness of the operating investments.

US Patent:

7899725, Mar 1, 2011

Filed:

Mar 2, 2005

Appl. No.:

11/072565

Inventors:

John J. Ballow - Eatons Neck NY, US
Brian F. McCarthy - Atlanta GA, US
Roland Burgman - New York NY, US

Assignee:

Accenture Global Services Limited

International Classification:

G06Q 40/00

US Classification:

705 35

Abstract:

Software encoded on a computer-readable medium when executed performs a method for assessing the performance of a company. The method includes receiving financial data about the company; calculating a Total Economic Profit (TEP) value based in part on the financial data, the TEP value including a current value component and a future value component, determining at least one business component of the company that drives at least one selected from the group comprising the current value component and the future value component, and assessing the at least one business component based in part on at least one selected from the group comprising the TEP value, the current value component, and the future value component. From this data, a Total Return to Shareholders (TRS) value may be calculated with a data processor. The TRS may be decomposed into components and mapped onto a computer-generated display.

US Patent:

7983973, Jul 19, 2011

Filed:

Mar 8, 2010

Appl. No.:

12/719677

Inventors:

John J. Ballow - Eatons Neck NY, US
Brian F. McCarthy - Atlanta GA, US
Anthony J. Relvas - Ladera Ranch CA, US

Assignee:

Accenture Global Services Limited - Dublin

International Classification:

G06Q 40/10

US Classification:

705 35, 705 36 R

Abstract:

A method for assessing the performance of a company is provided. The method may include receiving financial data about the company and determining a future value of the company. Next, the future value is decomposed into a plurality of future value components, where the plurality of future value components includes an economy component that defines an implied amount of growth of the company attributable to the growth of the economy in general. Finally, the method may include displaying at least one of the future value components to advise a user of the performance of the company relative to the economy in general.

US Patent:

8065210, Nov 22, 2011

Filed:

Jan 31, 2008

Appl. No.:

12/023647

Inventors:

John J. Ballow - Eatons Neck NY, US
Brian F. McCarthy - Atlanta GA, US
Anthony J. Relvas - Ladera Ranch CA, US

Assignee:

Accenture Global Services Limited - Dublin

International Classification:

G06Q 40/00

US Classification:

705 35, 705 36 R, 705 37

Abstract:

A computer-implemented method for analyzing the relative performance of a business unit includes: receiving financial data about the business unit; determining NOPLAT, revenue, capital charge, and invested capital values for the business unit at a first time and a second time from the financial data; determining at least two data points including a first component indicative of NOPLAT/revenue and a second component indicative of revenue/capital charge for the business unit, the at least two data points indicative of values determined at one of the first time and the second time, respectively; and displaying the at least two data points, a first indicia for each data point indicative of the capital value, a second indicia indicative of a spread percentage, and a third indicia indicative of a relationship between the at least two data points between the first time and the second time.

US Patent:

8370250, Feb 5, 2013

Filed:

Feb 25, 2011

Appl. No.:

13/035735

Inventors:

John J. Ballow - Eatons Neck NY, US
Brian F. McCarthy - Atlanta GA, US
Roland Burgman - New York NY, US
Anthony J. Relvas - Ladera Ranch CA, US

Assignee:

Accenture Global Services Limited - Dublin

International Classification:

G06Q 40/00

US Classification:

705 37

Abstract:

The performance management system and method enable users to set performance targets and analyze performance measures for a company based on financial information. The system displays three template areas respectively containing historical financial data for a first time period, predicted financial data for a second time period, and financial performance measurement changes from the first time period to the second time period, where financial performance measures are displayed for each of the time periods. The second template area receives target input variables that include target NOPAT growth, target TRS, and target dividends per share. The system and method enable the recursive adjustment of at least one of the target input variables for a future time period until a percentage change in the target TRS displayed in the second template area is equal to a user selectable target TRS value.

US Patent:

20050209945, Sep 22, 2005

Filed:

Mar 2, 2005

Appl. No.:

11/072567

Inventors:

John Ballow - Eatons Neck NY, US
Brian McCarthy - Atlanta GA, US
Anthony Relvas - Ladera Ranch CA, US
Roland Burgman - New York NY, US

International Classification:

G06F017/60

US Classification:

705035000

Abstract:

Software encoded on a computer-readable medium when executed performs a method for assessing the performance of a company. The method includes receiving financial data about the company; calculating a Total Economic Profit (TEP) value based in part on the financial data, the TEP value including a current value component and a future value component, determining at least one business component of the company that drives at least one selected from the group comprising the current value component and the future value component, and assessing the at least one business component based in part on at least one selected from the group comprising the TEP value, the current value component, and the future value component. From this data, a Total Return to Shareholders (TRS) value may be calculated with a data processor. The TRS may be decomposed into components and mapped onto a computer-generated display. The data may also be incorporated in corporate management systems and investment analysis systems.