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LMA Luncheon - Competitive Intelligence January 10, 2012 Wanda McDavid & Judy Goater Access/Information, Inc .

LMA Luncheon - Competitive Intelligence January 10, 2012 Wanda McDavid & Judy Goater Access/Information, Inc . Access/Information, Inc. Who are we?

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LMA Luncheon - Competitive Intelligence January 10, 2012 Wanda McDavid & Judy Goater Access/Information, Inc .

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  1. LMA Luncheon - Competitive Intelligence • January 10, 2012 • Wanda McDavid & Judy Goater • Access/Information, Inc.

  2. Access/Information, Inc. Who are we? • We are one of the oldest information professional companies in the country and the largest of our type in Denver and the Rocky Mountain region. • Our staff is comprised of experienced librarians and researchers. • We are information experts.

  3. Definitions • "Competitive intelligence is a systematic and ethical program for gathering, analyzing, and managing information about the external business environment that can affect a company’s plans, decisions, and operations. Although narrower in scope, it is commonly employed as a synonym for Business intelligence." - Strategic and Competitive Intelligence Professionals (SCIP)

  4. Definitions • Competitive intelligence includes planning, identifying decision makers’ intelligence needs, collecting and analyzing information, disseminating intelligence products and services, evaluating intelligence activities, promoting intelligence services among a client base, and additional industry-specific issues • Special Libraries Association – Competitive Intelligence Division

  5. Ethics Competitive information may be obtained from public or subscription sources, from networking with competitor staff or customers, or from field research interviews. Strategic information is not industrial espionage. Comply with all applicable laws, domestic and international Accurately disclose all relevant information, including one’s identity and organization, prior to all interviews Avoid conflict of interests Provide honest and realistic recommendations and conclusions in the execution of one's duties – SCIP Code of Ethics

  6. Strategic Information and Competitive Intelligence: • CI is a marketing, client development and business expansion tool • Competitors • Industry information • New markets • Prospective partners • Influence business decisions • Merger opportunities/new hires

  7. Return on Investment (ROI) • Good business decisions require good business information • Measurement • Data collection • Effort/Time • Dollars • Analysis • Sharing information • Upkeep & Monitoring

  8. Commercial Resources atVantage LexisNexis® Company Dossier

  9. Non Commercial Resources • Competitive Intelligence – A Selective Resource Guide – December 2011 by Sabrina Pacifica http://www.llrx.com/features/ciguide.htm • Zimmerman’s Research Guide – Company Information http://law.lexisnexis.com/infopro/zimmermans/disp.aspx?z=1313 • Zimmerman’s Research Guide – Company Personnel - http://law.lexisnexis.com/infopro/zimmermans/disp.aspx?z=1314

  10. Virtual Chase Justia.com • Business research http://virtualchase.justia.com/research-resources/business-research • County and Municipal Law Resources http://virtualchase.justia.com/legal-research/county-and-municipal-law-portals

  11. General Sources • Google Scholar http://scholar.google.com/schhp?hl=en&ie=UTF-8&tab=es • Google Advanced Scholar Search Pagehttp://scholar.google.com/advanced_scholar_search?hl=en&as_sdt=2000 • Google Advanced General Search Page http://www.google.com/advanced_search?hl=en

  12. What to include in a Company Profile? • Quick Facts • Company overview • Business Segments • Products/Services • Business Partners • Board of Directors • Key Executives • Key Developments • Representative Clients • Legal Issues and Litigation • Locations - Where they do business • Case Studies • Patent Information • Marketing Strategy • Competitors • Sources

  13. Public Companies SEC filings Company Web Sites News Articles Links Search Community Postings Case Law Databases Public Records Commercial Databases Blogs Private Companies D&B Reports Company Web Sites News Articles Links Search Community postings Case Law Databases Public Records Commercial Databases Blogs Company Information

  14. Company Information • Hoovershttp://www.hoovers.com/100005479-1.html • Yahoo! Financehttp://finance.yahoo.com/ • Google Finance http://www.google.com/finance?hl=en&ie=UTF-8&tab=ne • Nexis Company Information • Valuation Resources.com – Attorneys - http://www.valuationresources.com/Reports/SIC8111Attorneys.htm

  15. Competition and Market Information • What is the R&D Department doing • U.S. Patent and Trademark Office database • How does the company compare to the competition • LinkedIn • What’s the gossip • Blogs

  16. Competitor's Web Site • The Competitor's Web Site is the single-most valuable source of information. • Companies and professional organizations want potential customers to find them and will openly provide information such as product descriptions, pricing, locations, and mission and vision statements.

  17. Public Records • Business Records • Judgments • Civil Actions • Criminal Cases • Bankruptcies • Property

  18. Court and Government Information • USA.gov http://www.usa.gov/ • CoCourts https://www.cocourts.com/ • Courtlink http://www.courtlink.com • Court Express – http://www.courtexpress.com • USA Spending site http://www.usaspending.gov/ • Pacer http://www.pacer.gov/ • US Patent & Trademark Office http://www.uspto.gov/

  19. People Information for Legal Marketers • Competitors • New hires • Mergers & Acquisitions • Prospective Clients • Current Clients • Opposing Counsel

  20. Persons of Interest -Tips and Caveats • Use a wide variety of sources • Validate your information • Be inventive and follow leads • Don’t forget the upkeep and monitoring • Be mindful of Privacy vs. Right-to-Know

  21. Uses for Contact Information • Updating marketing databases • Marketing campaigns • Prospective clients • Prospective employees • Additional research • Locating witnesses

  22. Contact Information Sources • Yahoo! People search • salesforcedata.com (Jigsaw database) • Telephone directories • Professional directories • Professional licensing agencies • Commercial databases

  23. Business Sources • Professional Association Newsletters • Company Websites and Press Releases • SEC filings/Edgar • Commercial databases

  24. Local and Regional Media • Commercial databases • Local newspaper search • Community news • Google News • Radio and television transcripts • News alerts

  25. Social Media • Martindale Hubbell • Linked-In • Facebook and Google+ • Twitter • YouTube • Blogs

  26. Public Records • Property and tax records • Court filings • Commercial database searches and indexes • CBI Criminals Records Check • Voter registrations/political campaign contributions

  27. Scholarly Sources • Commercial databases • Google Scholar • Curriculum Vitae • WorldCat • HeinOnline • SSRN, EconPapers

  28. Local Resources • Denver Public Library database resources • Colorado Secretary of State http://www.sos.state.co.us/ • Colorado Professional Licensing • National archives • Special collections; e.g., University of Denver’s FACTS database

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