Nuts & Bolts of Competitive Intelligence “Tools and Resources” :Nuts & Bolts of Competitive Intelligence “Tools and Resources” Greg Lambert, JD, MLISKing & SpaldingHouston, TX


Competitive Intelligence Goals :Competitive Intelligence Goals Bring something to the table that no one else can 3 Rules of CI Value Added Results Value Added Results Value Added Results


External :External We’ve seen the major players… West Monitor / Firm360 Lexis AtVantage Bloomberg Capital IQ Deal Logic MergerMarket Thomson ONE


External :External We’ve seen the major players… West Monitor / Firm360 Lexis AtVantage Bloomberg Capital IQ Deal Logic MergerMarket Thomson ONE Bureau van Dijk ALM Research OneSource GSI/Thomson Business 10K Wizard etc… etc… etc… InfoUSA


Personalize the Information :Personalize the Information Capital IQ & Bureau van Dijk Allow you to add your own data This data can be seen only by you Allows you to personalize the information Personalize? Add Client Information Add Contact Information Creates “Value Added” Results


Personalize the Information :Personalize the Information Capital IQ Interfaces with MS Outlook Add Contact Information Help with “Who Knows Who” Add “Notes” Company Notes (add Client ID) Strategy Notes (add Initiative Information)


Personalize the Information :Personalize the Information Bureau van Dijk Allows upload of Client Listsfor searching Add Notes to Companies Search and Export Notes


Modify External Resources :Modify External Resources Advance the capabilities of the product Google Co-op West km


Modify External Resources :Modify External Resources Advance the capabilities of the product Google Co-op West km


Internal Resources WHY?? :Internal Resources WHY?? Anyone (with enough money) can buy the external resources. Brings Something “Extra” to the Table Your Competitors Would Love to Have Your Internal Information!!


Internal Resources :Internal Resources CRM “Who Knows Who” Information


Internal Resources :Internal Resources DMS “Who’s Already Worked On That” Information


Internal Resources :Internal Resources RFP Databank “Have We Gone Down This Road Before” Information


Internal Resources :Internal Resources Attorney Expertise Database “Who Is the Expert In That Area” Information


Collaboration Tools :Collaboration Tools SharePoint or OtherCollaboration Software


Internal / ExternalMash-Up :Internal / ExternalMash-Up Dashboards Combine External with Internal Work with KM/IT to Create InteractiveWebPages


The Dr. ‘CI’euss Model :The Dr. ‘CI’euss Model Welcome to the Magical World of Competitive Intelligence Processes


Slide 33:THE AUTOMATED ‘CI’STEM


Slide 34:Creating a ‘CI’stem isn’t really much work,Just a few dozen databases and licenses to shirk.


Slide 35:We could yank up the data, Grind numbers, you see. Then give it a spin, and count to three.


Slide 36:We could yank up the data, Grind numbers, you see. Then give it a spin, and count to three.


Slide 37:We could yank up the data, Grind numbers, you see. Then give it a spin, and count to three. 1


Slide 38:We could yank up the data, Grind numbers, you see. Then give it a spin, and count to three. 2


Slide 39:We could yank up the data, Grind numbers, you see. Then give it a spin, and count to three. 3


Slide 40:This automatic new ‘CI’stem is the firm’s greatest show. Since it’s all automatic it’ll ‘matically grow. And you won’t need to be trained, you will already know.


Slide 41:It ‘ll be the ‘CI’stem of systems The cream of the cream!! TERRIFIC! TREMENDOUS!! The ‘CI’stem Supreme!!


Slide 42:Ideas will spring forth,it will be such a sight. The ‘CI’stem will be a success overnight!


Slide 43:It will be a success, we’ll tell all our friends. Our friends will tell friends, and the fun never ends.


Slide 44:The ‘CI’stem will learn how to slice, how to dice. Creating results that look truely quite nice.


Slide 45:The ‘CI’stem will grab the ideas like glue. Then put them together in a nice tasty stew. Nothing tastes better than ‘CI’stem Stew Glue.


Slide 46:The ‘CI’stem will grab the ideas like glue. Then put them together in a nice tasty stew. Nothing tastes better than ‘CI’stem Stew Glue. .


Slide 47:The ‘CI’stem will grab the ideas like glue. Then put them together in a nice tasty stew. Nothing tastes better than ‘CI’stem Stew Glue.


Slide 48:We’ll play with the ‘CI’stem, such music will come. We will all have the access to the Wonder ‘CI’stem. It will be automated - we’ll all feel quite numb. Why have we not done this sooner? We all look quite dumb.


Slide 49:We’ll play with the ‘CI’stem, such music will come. We will all have the access to the Wonder ‘CI’stem. It will be automated - we’ll all feel quite numb. Why have we not done this sooner? We all look quite dumb.


Slide 50:We’ll play with the ‘CI’stem, such music will come. We will all have the access to the Wonder ‘CI’stem. It will be automated - we’ll all feel quite numb. Why have we not done this sooner? We all look quite dumb.


Slide 51:We’ll play with the ‘CI’stem, such music will come. We will all have the access to the Wonder ‘CI’stem. It will be automated - we’ll all feel quite numb. Why have we not done this sooner? We all look quite dumb.


Slide 52:We’ll play with the ‘CI’stem, such music will come. We will all have the access to the Wonder ‘CI’stem. It will be automated - we’ll all feel quite numb. Why have we not done this sooner? We all look quite dumb.


Slide 53:We’ll play with the ‘CI’stem, such music will come. We will all have the access to the Wonder ‘CI’stem. It will be automated - we’ll all feel quite numb. Why have we not done this sooner? We all look quite dumb.


Slide 54:We’ll play with the ‘CI’stem, such music will come. We will all have the access to the Wonder ‘CI’stem. It will be automated - we’ll all feel quite numb. Why have we not done this sooner? We all look quite dumb.


Slide 55:The ‘CI’stem’s result is a wonderful treat. Something wonderful, making us stand in our seats. And who will get credit for this marvelous feat? Well, mostly attorneys and marketing, …. neat?


Slide 56:The ‘CI’stem’s result is a wonderful treat. Something wonderful, making us stand in our seats. And who will get credit for this marvelous feat? Well, mostly attorneys and marketing, …. neat?


Slide 57:The automated reports will cause your head to start spinning. RFPs and new clients: we’re definitely winning. Why haven’t we done this from the very beginning? RFP New Clients Awards Lateral Hires


Slide 58:Attorneys and Marketing all will agree, the ‘CI’stem’s the greatest we ever will see. Did we mention the ‘CI’stem will need to be free?


Slide 59:When it’s finished you’re the hero for all your good deeds. The ‘CI’stem efficiently lessens our needs. Budget, you say? Don’t make us start laughing. The ‘CI’stem’s so great, we won’t need additional staffing.


Slide 60:THE AUTOMATED ‘CI’STEM


Nuts & Bolts of Competitive Intelligence “Tools and Resources” :Nuts & Bolts of Competitive Intelligence “Tools and Resources” Greg Lambert, JD, MLISKing & SpaldingHouston, TX