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Track 2 - A Raising the Corporate IQ<br />
Facilitator:<br />
Greg Merkle<br />
Vice President of Product Strategy, Information Architecture and Design<br />
Dow Jones & Company<br />
✪ Veteran Exposure<br />
Interactive<br />
Limited Seating<br />
Raising a company’s corporate IQ can drive its competitive intelligence and advantage. New<br />
and emerging technologies can help move beyond the simple search box to uncover the<br />
information that organization needs. By taking a look at industry trends such as semantic Web,<br />
social networking, visualization and mobility, Greg Merkle will discuss how leveraging the right<br />
information and technologies in the workplace can make companies (and individual) smarter,<br />
drive competitive advantage and increase productivity. The interactive session will also share<br />
examples of companies leveraging news and information in innovative ways including in depth<br />
analysis of news for predictive intelligence.<br />
Key Take-Aways:<br />
g New ways to get to insight and analysis faster – gain a strategic vantage point with big<br />
picture perspectives<br />
g Tools for how to leverage new and emerging technologies for better competitive<br />
intelligence<br />
g An analysis of how industry trends are changing the information landscape – a look at<br />
the information and CI landscape of the future<br />
Track 2 - B Wild West 2.0: Ethical Online CI Collection<br />
Phil Britton<br />
Senior Manager, Competitive Intelligence<br />
Best Buy Company<br />
◆ Early Exposure<br />
Executive Insight Presentation<br />
Limited Seating<br />
Just because you can collect intelligence anonymously online, should you? Join this interactive<br />
group discussion as we explore the ethical boundaries using sources such as LinkedIn, web forums<br />
and message boards for finding information. When and how much should you disclose? Are any<br />
online forums off-limits? Where do the grey areas lie when it comes to internet intelligence?<br />
Key Take-Aways:<br />
AGENDA Tuesday<br />
g An examination of whether the rules are different between online, phone and in-person<br />
CI collection?<br />
g Evaluation of how much should you disclose about yourself and your company?<br />
g Insight into when a thorough web search cross the ethical line?<br />
Track 3 - A Pressure Point Analysis: A Tool that Not Only Helps<br />
Predict but Influences the Future<br />
Facilitators:<br />
Gary Maag Joseph Metallo<br />
Chief Executive Officer Managing Director EMEA<br />
Proactive Worldwide, Inc. Proactive Worldwide, Inc.<br />
✪ Veteran Exposure<br />
Interactive<br />
Limited Seating<br />
Competitive intelligence is one of the only strategic research methods that can give insight into<br />
the future by understanding where competitors currently are, where they want to be, and the<br />
steps are they are planning to take to get there. Can you envision a way to defend against those<br />
competitive plans with a method that helps recognize and counter competitive tactics?<br />
The traditional definition of a pressure point is a contact that produces a certain response<br />
when force is applied. Pressure points can be used to exploit a weakness or vulnerability to<br />
gain an advantage over an opponent, whether in martial arts or in business. Pressure applied to<br />
critical weak points can make it difficult to compete.<br />
Pressure point-focused competitive intelligence identifies a competitor’s weak points. Once these<br />
pressure points are recognized, various defensive measures – pressure point control tactics<br />
(PPCT) – can be applied to block or thwart competitive moves, providing a business time to<br />
redirect, adjust or accelerate its own efforts to regain the upper hand.<br />
This session provides a clear understanding of the use of Pressure Point-Focused CI and<br />
stimulates thinking about how to apply this method. The session will lay the ground work for high<br />
impact decision support counter-efforts.<br />
Key Take-Aways:<br />
g An approach to isolating competitive business pressure points through forensic CI<br />
mapping<br />
g Action items to prioritize areas of critical mass<br />
g Pressure point control tactics<br />
g Best practices in applying the use of pressure point focused CI<br />
Track 3 - B Geo-Intelligence: Gaining Share of Market Through<br />
Micro Located Opportunities<br />
Victor Acquaviva<br />
Market Intelligence Coordinator<br />
O Boticário Franchising S/A<br />
◆ Early Exposure<br />
Executive Insight Presentation<br />
Limited Seating<br />
O Boticário has more than 3.000 stores in Brazil. To achieve this goal, the market intelligence team<br />
created a methodology to increase the number of stores and map the expansion impact on the<br />
company results. This presentation details several secondary data sources considered which supported<br />
the team recommendation and targets to sales force, which is quarterly measured by the CI team.<br />
Key Take-Aways:<br />
g Mapping opportunities through Geo-Intelligence<br />
g Defining methodologies supported by secondary data<br />
g Case Study – Action plan based on a geo intelligence process<br />
Track 4 - A ‘Look Who's Talking’– Developing an Effective<br />
Counter Competitive Intelligence Program<br />
Facilitators:<br />
Heath Gross<br />
Managing Partner<br />
Sedulo Group, LLC.<br />
Tamer Sharkawy<br />
Senior Manager, Competitive Intelligence<br />
Newell Rubbermaid<br />
◆ Early Exposure<br />
Interactive<br />
Limited Seating<br />
Who is better qualified to lead an organization’s counter-CI strategy than those that practice the<br />
discipline on a day-to-day basis? In today’s highly competitive market, protecting the flow of<br />
information within your company is as vital to the success of your organization as gathering<br />
intelligence on your competition. Led by a former US Counterintelligence Agent, this session will<br />
provide the knowledge and tools you need to evaluate your current Counter-CI capabilities,<br />
develop your organization’s Counter-CI program and establish a training program that will help<br />
members of your organization detect and report competitive intelligence activity.<br />
Key Take-Aways:<br />
g A framework to evaluate current Counter-CI capabilities<br />
g Action steps for developing an internal Counter-CI program<br />
g A guide to establishing a training program that will help detect and report competitive<br />
intelligence activity<br />
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