Title: March 27, 2004
1March 27, 2004
GRI Software Solution Proposal
Presentation by Contact info Natan
Zaidenweber CEO t415-401-7343 nat_at_stakeware.com
2Contents of Presentation
(click on the underlined section to skip directly
to that topic)
- OBJECTIVES
- MAIN COMPONENTS
- Global View
- Stakeholder Engagement Solution
- Central Repository
- Reporting Wizard
- Center for Information Exchange
- SUMMARY OF BENEFITS
3Objectives for this Proposal
- GRIs objective Create a series of tools geared
toward bridging the existing "delivery" gap
between GRI report writers and report readers. - Company Background StakeWare inc. has developed
in the last 3 years, at a cost of more than
500K, an enterprise Web solution that automates
the stakeholder engagement process and enables
Triple Bottom Line reporting according to the GRI
framework. It has recently initiated its go to
market plans in the 1st quarter of 04 and closed
its first customer, Forest Trends, in the last
month. It is also engaged in discussions with a
pipeline of potential client companies such as
The Gap, Hewlett Packard, Deloitte Touche, Star
Group Consultants and numerous others. - StakeWares 3 objectives for this proposal
- Present the features and benefits of the its
already built StakeWare stakeholder engagement
and TBL dynamic reporting solution. Explain how
concretely it could interact with the proposed
solution of the GRI and how by integrating a
stakeholder engagement solution this would
significantly increase the value proposition of
the GRI solution by offering a more complete
integrated end-to-end customer solution and thus
offer additional important benefits to the report
writers. - Present StakeWares own vision of the GRI
proposed solution and how StakeWare has the
domain expertise and technical expertise to build
it and to finance it with an already engaged
group of Venture Capitalist investors. - Get StakeWare to be chosen as a strategic partner
to the GRI by either supplying all of the total
solution or part of the total solution.
4Global View
Retrieve Info Agent Web Service
Publishing Info Agent Web Service
Report Preparers
Intranets
Report Users
Reporting Wizard
XGRL
XGRL
Shared Folders
Intranet Portals
Central Repository
Internet
Information Delivery
Embedded Applications
Stakeholder Maps
Retrieving Metadata
Publishing Metadata
Wireless Servers
Meeting Mgmt
Best Practices
Follow-up Workflow
Report Types Layouts Templates
Resources Methods Data Sets Users
Issue Identification
Web Access
Document Mgmt
Value of Information
Pegged Discussions
Semantic Rules
Transformation Aggregation Validation Busines
Rules
eXtensible Global Reporting Language
Information Exchange
Stakeholder Engagement
GRI Portal
5 Benefits of integrating a stakeholder engagement
solution with the GRI total solution
- This makes the GRI offering a complete end-to-end
report preparer solution it connects and
integrates dynamically the companys stakeholders
into the reporting process - When using the report wizard, the writer can use
feedback from stakeholders to help choose the
right indicators to report on. (Improved
materiality of reports) - After publishing a report, the writer can get
qualitative feedback from the stakeholders such
as the report readers on their perception of the
companys performance on each of the indicators.
(Better understanding of impact of reporting on
stakeholder perception) - Gives easy access to more than just quantitative
data but also to all the companys historical
stakeholder dialogue linked to any of the
published or unpublished indicator results and
programs. Decreases audit time for the writer
and also decreases time to gather data to fill
out questionnaires sent by report readers such as
SRI funds. (Decreased questionnaire and
reporting fatigue) - Overall, it adds GRI indicator performance
management tools to enable the company to know
how it is perceived to be doing and to get
feedback on how it could improve its GRI
reporting process. (Dynamic feedback loop for
on-going reporting process improvement)
6 The StakeWare Solution the different feature
sets
- REPORTING the StakeWare solution offers a
customizable concept map to match any reporting
framework chosen (GRI or other) by the reporting
company thus enabling easy auditing, searching
and reporting. - STAKEHOLDER ENGAGEMENT best practices of
stakeholder engagement are built into the
solution giving the manager the flexibility to
choose the right approach when doing any
participatory task, thus optimizing the benefits
of his companys stakeholder dialogue activities.
- STAKEHOLDER MAPS
- PARTICIPATORY MEETING MANAGEMENT
- ISSUE IDENTIFICATION and FOLLOW UP WORKFLOW
- DOCUMENT MANAGEMENT(CHECK-IN/OUT)
- DISCUSSIONS AND POWERFULL SEARCH FEATURES
- PERFORMANCE INDICATORS MANAGEMENT a dashboard
view leveraging stakeholder surveys and a
Bayesian inference engine (patent pending)
enables the manager to identify potential issues
earlier and in ways that are not possible through
manual processes. This increased level of
proactivity saves time and money while
diminishing the on-going business risks .
7 Step by step discovery of the StakeWare
Stakeholder Engagement System
Step 1 Decide which reporting framework to use
and set up the concept map. All data will be
pegged accordingly for easy access, audit and
management.
GRI Category
GRI Aspect (Related Indicators in sub-directory
below it)
8 Step 2 Identify stakeholders and input the
names in the stakeholder section
according to level of priority i.e primary,
secondary stakeholders.
9Participatory Meeting Management
Step 3 Start engaging with the stakeholders and
leverage meeting management features, issues
tracking, doc library to enable more efficient
on-going stakeholder dialogue.
10Issue Management
11Document Management(Version Control)
12Discussions
13Categorize Information Objects According to GRI
All tasks pertaining to stakeholder engagement
become information objects (meetings, minutes,
issues, docs and discussions) and are linked to
each appropriate reporting indicator,
Category
Environment
Aspect
Emissions
Indicator
Total Waste (EN11)
14 Step 4 Get feedback from stakeholders through
the survey function and manage the performance
indicators.
- Manager chooses what type of stakeholder feedback
he requires to help make important decisions,
creates the appropriate survey questions (A) and
sends them out once or at regular intervals to
track trends over time - Reporting example
- Decide which indicators to include in a report
based on stakeholder perception (What is
important to them? Materiality) - - Decide which programs to continue, stop or
adjust by getting feedback on indicator
performance (Perception of results) - Stakeholder engagement example
- - Get on-going feedback on the process and make
adjustments
A
Concept Map/ GRI framework
B
(B) Manager can access a frequency distribution
for each question answered (Histogram)
A concept map defines how performance indicators
are related with survey questions. A
probabilistic Bayesian network puts together this
qualitative representation and its quantitative
interaction expressed by probability tables. Both
representations define a standardized model
called scenario. Analysts can evaluate
alternative situations, i.e. importance of
stakeholder profile or set of questions by
generating different scenarios with only changing
the probabilistic representation.
15 Step 5 On-going issue identification using
patent pending Bayesian Networks inference
approach in a complex context, the system can
help identify potential issues based on
correlation of evidence from past experiences.
GRI Framework
C
Category
Aspect
Indicator
(C) All-in-one-place The system, using the
inference engine, generates a dashboard view of
results from the surveys and highlights potential
issues (red and yellow) around different aspects
and indicators. This complements the view of
current open issues and enables the manager a
good overall perspective at all times.
Bayesian modeling in this framework (Inference
engine) computes value of information given
stakeholder feedback. It computes how the
perception of a set of indicators impacts
their respective aspects and categories in the
GRI taxonomy. The system reports the results
in a dashboard view.
16 Step 6 Risk Management, analyst can probe the
indicators and obtain relevant information at
the next level down
E
D
Indicator
Stakeholders in the extremes
Stakeholders in the middle
Information object (meeting) associated with the
issue
(E) Dynamic generation of stakeholder maps enable
an even higher level of granularity in the
understanding of stakeholder perceptions and
highlights the stakeholders that are outliers on
a potential issue that should be contacted.
Clicking on a number in this map brings up the
profile of the specific stakeholder and all the
appropriate contact information.
(D) Once an indicator is identified as a
potential issue, further probing, by clicking on
the actual indicator opens a sub-level screen
shot, can facilitate the discovery and
understanding of the root issue including a
correlation of the data with a given information
object related to the issue i.e which meetings
talked about the specific issue?, who attended?,
which documents to read?, etc.
17 Step 7 Organize and search information objects
according to GRI taxonomy.
Triple Bottom Line Search lowers the audit time,
since information objects are weaved according to
process flow and GRI taxonomy
18A. Central Repository
- Use a centralized, persistent, scalable
repository to collect report data in one place
and work with it there. A single repository that
facilitates creation and accessing reports. - The source data can be collected from distributed
sites on a publish-and-subscribe basis. Each
company decides which information is going to be
published, how and when information can be
extracted. - A central repository based on a model-driven
architecture - Retrieving Metadata provides an abstract
specification of how information could be
extracted. - Publishing Metadata defines how information will
be reported. - Semantic Rules establishes ways to transform,
validate and combine data.
19A.1 Automated Data Input
- A mechanism for populating a central repository.
- Simplifying procedures for accessing GRI data
across different applications. - Using GRI Taxonomy for generating a Concept Map
representation. This provides an XML Schema and
standard representation for accessing source
data. - Defining a Semantic Layer of how physical
structures of data could be built and transformed
to produce a consistent internal data
representation.
20A.1.1 Retrieving Metadata
- Information required to access original data
- Resources - Parametric definition where data is
located - Methods How indicators are generated
- Data sets Specification of source data for
generating indicators - Users - Access control and authentication
21A.2 Search Facility
- Information users are able to search through an
effective and extensive search function. - GRI Taxonomy is used to define Semantic Tags.
- These semantic tags are associated with core
indicators and source data. - We define an Indicator-discovery mechanism for
delimiting information to be selected. - Searching data based on semantic tags.
22A.3 eXtensible Global Reporting Language (XGRL)
- XGRL is an electronic markup language that uses
GRI guidelines as standards to import and export
information across different technologies. - XGRL is based upon XML tags, which provide a
standard method of communication that allows
dialogue between completely different
applications. - It provides a mechanism to separate content from
format.
23A.4 Retrieving Information Agent Service
- It is a web service that maps high-level user
requests for retrieving data sets, to low-level
storage operations in the heterogeneous,
distributed and data store environment. - It uses information stored in the retrieving
metadata to serve this function. - It provides well-defined interfaces based on XGRL
to a variety of data store applications.
24B. Reporting Wizard
- A mechanism that standardizes and facilitates
reporting as well as improves presenting
information for strategic decision-making and
management. - Templates for defining data structures and
layouts. - Data flow for implementing an automatic
generation. - Menu-driven and data flow for guiding manual
generation.
25B.1 Automated Data Output
- Reports will be uploaded to the central
repository. Output in XGRL could be exported to
external applications for further development. - Definition of core performance indicators for
delimiting report. - Use of publishing metadata for defining different
type of outputs. - Interfaces for facilitating communication with
different external applications.
26B.1.1 Publishing Metadata
- Information required for automatically producing
a GRI report. - Report Types - Format definition of each report
type. - Layouts Which elements should be presented in
each report. - Templates Standard definition of individual
components for generating a report.
27B.2 Publishing Information Agent Service
- It is a web service that facilitates publishing
and exporting reports to different applications. - It maps high-level report definition to low-level
application requirements. - It uses information stored in the publishing
metadata to serve this function. - It provides well-defined interfaces based on XGRL
to a variety of publishing applications.
28C. Center for Information Exchange
- It houses all GRI reporting tools. It will be a
platform for sharing good practice in a
standardized way. It contains web-based training
solutions. It is accessible from the reporting
wizard and central repository. - The stakeholder engagement platform could be used
for supporting a center for information exchange
whose architecture includes Document management - Training component
- Course management
- Tracking user and course interaction
- Presentation component
- Live training
- Delivery management
- Search mechanism based on semantic tags
29C.1 Document Management
- It provides a mechanism for organizing and
classifying documents - It includes version control for updating
documents. It avoids redundancy and keeps
accessible the latest version. - It defines access control by delimiting user
roles reader, editor, publisher. - It keeps a standardized way to display technical
information and best practices. - It facilitates collaboration among different
users.
30C.2 Training and Delivery Component
- It includes a web-training application.
- It supports a course management for keeping
control of Course Material. It includes specific
attributes for delimiting objectives, content,
references and predefined requirements. - It provides an evaluation procedure for tracking
course and user interaction. - It integrates audio, video and data to provide an
online environment. - It delivers presentations and course materials
both following an schedule based on milestones or
providing an access mechanism without
requirements.
31Summary of Benefits
- Central Repository Advantages
- Original data is located in the source sites
facilitating updating information process. - Semantic transformation improves information
access to different sources. - Development of XGRL.
- Reporting Wizard Advantages
- By using GRI taxonomy and XGRL tags, information
needs to be gathered only once and then sent to
the receiving application as an XML file. - Ensure consistent and accurate dissemination of
the GRI information.
- Click on box to jump to that section
- Objectives Global View
Stakeholder Engagement
Central Repository Reporting
Wizard Information Exchange
32Summary of Benefits (Continued)
- Center for Information Exchange Advantages
- A repository of previous experiences in the way
to implement or enforce a GRI framework in
different companies. - It shares best practices and opens possibilities
to collaborate by writing conjointly the same
document. - It is always accessible the latest version.
- It delivers online training.
- It provides a systemic way for searching
information objects based on semantic tags.
- Click on a box to jump to that section
- Objectives Global View
Stakeholder Engagement
Central Repository Reporting
Wizard Information Exchange