Name/Title

Topic/Date

Table of ContentsTable of Contents

• Company Overview

• Business Need

• Intelliscope Overview

• Detailed Feature Review

• What’s Next

• Conclusion

Company OverviewCompany Overview

Company Overview: ThomsonCompany Overview: Thomson• The Thomson Corporation is a leading global e-information and

solutions company– Founded in 1934 and headquartered in Toronto, Canada

– Annual revenues are approximately 6 billion U.S. dollars

– Currently ranked 227th on the Financial Times Global 500 list

– 36,000 employees building over 450 valued brands in more than 100 Thomson companies worldwide

• Thomson Financial, one of four market groups within Thomson, serves the worldwide financial and corporate communities– Founded in 1980, with over 30 offices located throughout the U.S., Europe,

Latin America, Asia, and the Pacific Rim

– Annual revenues are 2 billion U.S. dollars

– Over 12,000 employees within TF serving customers in over 70 countries

FinancialLearning

Company Overview: Market Company Overview: Market StructureStructure• Four groups provide specialized expertise and service to

specific market segments

• Intelligence Data focuses on the corporate market segment within Thomson Financial

Thomson

Legal & Regulatory

Scientific & Healthcare

Intelligence Data

Company Overview: Company Overview: Intelligence DataIntelligence Data• Founded in 1997 as a joint venture between First Call and

Investext, Intelligence Data (ID) is the most comprehensive—and in some cases, exclusive—source of industry and company opinion and analysis

• ID’s customer base is drawn exclusively from the corporate marketplace

• Headquartered in Boston with offices in London, Paris, Frankfurt, Hong Kong, San Francisco, Chicago, Cleveland, and Stamford

• More than 30,000 users from over 3,600 companies access ID’s databases

• Over half of the leading Fortune 500 and Financial Times Global 500 corporations subscribe to ID’s services

Company Overview: Our Company Overview: Our VisionVisionTo be the leading e-information source serving corporations worldwide with a unique mix of competitive and business intelligence at the highest end of the business information spectrum. Our customers will gain greater insight, and make better business decisions, through access to independent opinion and analysis to help them achieve a sustainable competitive advantage.

Company Overview: Product Company Overview: Product TimelineTimeline

Founded 3.0 released

1.1 released

2.0 acquired

1.0 introduced

2.0 released

1.0 introduced

1997 1998 1999 2000

November January November March July August October AugustJune

3.1 released

InSite Integration

2001

Business NeedBusiness Need

Business Need:Business Need: What is Business Intelligence?What is Business Intelligence?

• Broker Research - Expert opinion and analysis that is generally company- and industry-focused. Its primary market is financial industry professionals, who use this research to make critical investment decisions. Corporate users are a secondary market.

• Morning Meeting Notes - analysts’ summaries of company meetings and conference calls as well as their commentary on industry events and corporate announcements.

• Market Research - In-depth product- and sector-focused reports that include profiles of key players, market share and demographic trends, forecasts and analyses, and competitive information.

• Trade Journals and Newswires - Timely coverage of information and news focused on events and personalities.

Business intelligence includes a wide variety of research and data, such as:

Market Research

Broker Research

Aggregated Research and News*

Broker Notes

News

Opinion & Analysis

Data

Annually Quarterly Monthly Weekly Daily

TIMELINESS

VA

LU

E

Trade Journals & Newsletters

* Highest value & most timely: When research/news sources are aggregated, new information becomes available more frequently. Also, the comprehensive coverage and multitude of sources increases the value of the information.

Business Need:Business Need: Information Type/Value vs. Information Type/Value vs. TimelinessTimeliness

PAST

Fewer Competitors

Stable marketsStrategic Planning

Increased:Competition

Market Uncertainty

Pace of changeTactical Planning

Decreased: Resources

Time Staffing

+

-

PRESENT

Business Need:Business Need: Factors Creating Factors Creating Business Need for Aggregated Business Need for Aggregated Competitive Intelligence ProductsCompetitive Intelligence Products

Business Need: Business Need: What to Look for in a What to Look for in a Research ProviderResearch Provider• Electronic capture from global sources and aggregation of

that data to ensure that you get the most comprehensive overview possible

• Value-added indexing and normalization/standardization

• Clear rights for use

• Powerful search tools that can meet your changing needs, from comprehensive coverage of an entire industry to tightly-focused information on a specific competitor

• Time-saving features like saved searches and e-mail alerts that provide new information on your topics of interest

• Convenient means of sharing information enterprise-wide

Business Need: Business Need: Primary Uses for Business Primary Uses for Business IntelligenceIntelligence

• Competitive Intelligence - Find out what analysts are saying about your competitors…and how they rate your company in relation to the competition.

• Strategic Planning - Keep up with the latest industry developments to support your business strategy, and find out what your competitors are planning so you can proactively update your own business plans.

• New Business Development - Identify new business opportunities by tracking companies that are growing or expanding into new areas.

• Sales and Marketing - Determine who your next customers will be by assessing in-depth analysis of market trends, demographics, and new prospects.

• Mergers and Acquisitions - Use in-depth corporate data, evaluations, and forecasts to identify promising targets and evaluate their financial strength.

• Researching New Products - Access information on product evaluations, development costs, regulatory approval issues, and marketing strategies, as well as assessments of long-term potential.

Intelliscope OverviewIntelliscope Overview

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Intelliscope Overview: Intelliscope Overview: Content Source Facts Content Source Facts Broker Research• Over 2.5 million reports from more than 630 active contributors• Covers nearly 34,000 companies worldwide• More than 2,000 new reports added each business day

First Call Notes• Over 3 million notes from more than 200 brokerage firms worldwide• More than 2,300 new notes added each business day; during quarterly

earnings periods, as many as 4,800 notes are added per day

Top 10 Sources• Merrill Lynch Global Securities • Morgan Stanley Dean Witter • Salomon Smith Barney • Credit Suisse First Boston • Deutsche Bank • SG Securities • UBS Warburg • Paine Webber • Robertson Stephens • Lehman Brothers

Intelliscope Overview: Content Intelliscope Overview: Content BenefitsBenefitsFeature Benefit

Comprehensive business analysis reports that not only tell what is going on, but why…providing companies with a competitive advantage and business development edge that can help them make strategic decisions regarding their company and products. Broker research encompasses revenue forecasts, management outlooks, marketing strategies, competitive landscapes, new product plans, regulatory issues, product lifecycles, and expert opinions of business plan executions.

Provides the latest news from Wall Street, featuring daily updates on industry and company events. This information can help companies refine their corporate strategy and keep abreast of future trends.

Broker Research

First Call Notes

Intelliscope Overview: Intelliscope Overview: Broker Research ExampleBroker Research Example

Intelliscope Overview: Intelliscope Overview: First Call Notes ExampleFirst Call Notes Example

Intelliscope Overview: Intelliscope Overview: Unique Features: Cross-Unique Features: Cross-Database SearchDatabase Search

Intelliscope Overview: Intelliscope Overview: Unique Features: Post and Unique Features: Post and ShareShare

Intelliscope Overview: Intelliscope Overview: Unique Features: Alert Unique Features: Alert ManagementManagement

Detailed Feature Detailed Feature ReviewReview

Detailed Feature ReviewDetailed Feature ReviewFeature Benefit Enables users to conduct more efficient and timely

research by allowing them to obtain information from multiple databases with a single search. Search criteria options include free text, best passage, title, company, ticker symbol, industry, geographic region, and date range. · End users can save an unlimited number of searches · Users can conduct a free-text search from any screen · Search criteria are listed on results screen for easy

reference Allows users to select documents, organize them into

one or more folders, and post them to be shared throughout the enterprise via Intelliscope or a link from their corporate intranet.

Cross-DatabaseSearching

Post and Share

Feature Benefit Intelliscope supports up to five alerts per end user and

allows users to determine the frequency and delivery method (via e-mail or the product). Users can also set suspension intervals to turn off alerts while on vacation or away from the office.

Multiple e-mail alerts were added to Intelliscope in 2001, allowing clients to send each alert to as many as 10 different addresses. This enables users to have a particular alert e-mailed to colleagues, saving time since each user will not have to create the same alert. Users who work from multiple locations can also have the same alert sent to their various e-mail addresses.

Detailed Feature ReviewDetailed Feature Review

Multiple E-Mail Alerts

Alerts

Detailed Feature ReviewDetailed Feature ReviewFeature Benefit Customizable account profiles enable users to set default

screen, citation sorting, and display preferences, as well as suspend email alerts when away from the office.

An intelligent score is applied to search results indicating the report’s relevance based on the number of times the search term is found in the document, the location of the term within the document, and how large the document is in relation to the number of times the term appears.

Allows users to preview the table of contents for broker reports and assists in the download decision.

The best passage feature captures the free-text search term and displays it in the context of the document. Along with the table of contents, the best passage option helps users decide whether to download the entire document.

User Preferences

Preview Feature

Best Passage

Relevancy Scoring

Detailed Feature ReviewDetailed Feature Review

Feature Benefit Detailed Citations provide supporting information such

as contributor, author, and report number. Summary Citations contain just the basic information on a single line so that large results sets can be scanned quickly.

Dynamically update your search results screen without changing your settings: re-sort by publication date or relevancy; switch between one-line Summary Citations and more comprehensive Detailed Citations; and choose the number of citations shown on each page.

Select relevant citations from the full results list and view those citations in one custom-selected set. When used with First Call Notes, this feature allows batch printing of the selected documents to save time.

DocumentDownload Options

On-Screen Display Options

Detailed andSummary Citations

Detailed Feature ReviewDetailed Feature Review

Feature Benefit New functionality is communicated to clients via a

pop-up window that appears the first time a user logs onto Intelliscope following the new feature release. A “New Feature” link has been added near the top of all screens so users can refer back to the announcement if needed; the link also ensures that users sharing a login ID and password can all access the new feature notice.

This feature provides screen-level assistance, whether you need a short description of one of the screen elements or more detailed instructions on how to use the product and features.

Users can quickly and easily access helpful product usage hints by clicking the “Tip” links next to the various search fields.

Tips

Online Help

New Feature Announcements

What’s NextWhat’s Next

What’s Next: New Content in What’s Next: New Content in 20012001Feature Benefit

A comprehensive database of trade journals, business magazines, and newsletters from Thomson Financial’s Gale Group division will enable users to keep up with the latest industry developments and business news.

A collection of newswires will also be integrated into Intelliscope, providing an added level of timely, dynamic news and information.

Gale Group’s extensive collection of company profiles will provide Intelliscope users with a more complete snapshot of the firms they are researching.

Clients will soon be able to use Intelliscope to link to 10-K, 10-Q, and 8-K SEC EDGAR filings for a more detailed overview of public companies.

Gale Group Trade Journalsand Newsletters

Gale Group CompanyProfiles

SEC Documents

Gale Group Newswires

What’s Next: What’s Next: Trade Journals and Trade Journals and NewslettersNewsletters• Database contains over 3,000 publications

• More than 2 million searchable articles and abstracts

Titles include: • Forbes • The Wall Street Journal • Byte.com • The Industry Standard • Computerworld • The IPO Reporter • Biotech Week • Energy Daily • Wireless Review • Manufacturing News • Journal of the American • Mobile Communications

Medical Association Report • And more...

What’s Next: What’s Next: Trade Journal and Newsletter Trade Journal and Newsletter ExampleExample

What’s Next: NewswiresWhat’s Next: Newswires

• Over 200,000 searchable news briefs• More than 500 new stories posted dailyDatabase contains over 40 newswires, including:

• AsiaPort Daily News • AsiaPulse News • Business Wire • Canadian Corporate News • FedNet Government News • Futures World News • InfoLatina S.A. de C.V. • PR Newswire • States News Service • United Press International

• US Newswire • And more...

What’s Next: Company What’s Next: Company ProfilesProfiles• Collection contains over 300,000 company profiles

• Database covers key public and private companies, both domestic and foreign

• Users can search for and retrieve company overviews that contain a wide variety of information, including:– Revenue and asset data– Number of employees– Officers’ names

• An ideal tool for sales departments, business development managers, and strategic planners; allows users to quickly sort and analyze companies by region or industry

What’s Next: Company Profile What’s Next: Company Profile ExampleExample

What’s Next: New Content-What’s Next: New Content-SpecificSpecificSearch Options in 2001Search Options in 2001

• Lead Paragraph Search - search the introductory paragraph of trade journals and newswires

• Keyword Search - search trade journals for terms indexed by editors• Publication Name Search - search trade journals by publication name• NAICS Industry Search - search trade journals and company profiles by industry using a

standardized classification of 1,170 industry codes and terms• Business Topic Search - search trade journals using a list of over 100 of the most popular

business topics, as assigned by Gale Group editors• Author Search - search trade journals for articles by specific authors• Document Type Search - search trade journals by choosing articles, abstracts, or both• Source Search - search newswires by source to target those that focus on specific

countries, industries, or topics

To enable users to further target the exact information they need, a host of additional search options will be integrated into Intelliscope to help users fine-tune their searches within the Gale Group content databases:

What’s Next: New Features What’s Next: New Features in 2001in 2001Feature Benefit Clients will be able to download multiple Gale

Group Trade Journals, Newswires, and Company Profiles at one time; all selected documents will appear in one stream with page breaks in between. This will save users a considerable amount of time, as they will be able to view and print many documents at once and will no longer have to open and/or print each document one-by-one.

Users will be able to export company profiles to Excel or Access, which will enable them to manipulate the data and create customized reports for customer prospecting and marketing activities.

Company Profile Export Option

Multiple Document Downloads

What’s Next: New Features What’s Next: New Features in 2001in 2001Feature Benefit This tool will help customers track usage by internal

clients and determine cost per user, enabling them to allocate Intelliscope subscription costs among departments that use it. This feature can also help clients demonstrate the need for a subscription upgrade based on usage if they need to obtain approval for the expenditure.

Users within a company will be able to create their own username and password from a page on their corporate intranet, saving the account administrator a great deal of time and effort. Furthermore, the account administrator will be able to create the security token and registration process, creating an additional level of security as only employees with access to the intranet will be able to create new users.

Activity Codes

Enrollment Administration

Feature Benefit This online tutorial will guide users through product

demonstration and instruction covering content descriptions, searching, and functionality. Users may complete the entire tutorial or specific modules. This service will increase productivity by enabling users to take full advantage of all product functionality. In addition, users can save time by limiting their training to specific, in-depth topics they wish to focus on.

The Qpass digital commerce service will enable users to purchase research on a pay-per-document basis. Small businesses that only require a few reports each year will now have access to valuable opinion and analysis, and existing users can supplement their core subscriptions with additional content sets they use less frequently.

What’s Next: New Service What’s Next: New Service Offerings in 2001Offerings in 2001

Qpass E-Commerce Initiative

Web-BasedTutorial

ConclusionConclusion

ConclusionConclusion

With its powerful combination of high-value opinion and analysis and up-to-the minute news and analyst commentary, Intelliscope can help you:

• find the right information at the right time to make the right business choices

• access detailed research that enables you to turn ideas into reality

• achieve the kind of breakthrough innovations that revolutionize the world and ensure your company’s place history

ConclusionConclusion

With Intelliscope on your side,

you’re ready to

Decide and Conquer