The Data Institute Acquisition Manual

Utilities

Up Business Plan Markets Corporates Utilities

 

The Utilities & Tools

There are many Utilities and Tools available to users. Some are packaged with the Business Planning Resource DVDs, and others are available on request:

  On the product DVD


  The following is a list of items usually found on the Market Research folders of the product DVD:

 

    Root Directory = 'DVD Drive':\...

 

Root Directory

 

 

Contains

all

the
Market
Research
HTM

site

pages

 


BASE_FOLDERS  Includes the following:-

 


 CHAPTER_HTM   HTM files listing the Chapter contents

 

     

 


 CTY   HTM files listing Cities & Towns

 

     

 


 DOC   Report Base Documents & Boilerplates: 

 

     

 


 HELP   Help documents

 

     

 


 IMAGES  

 

     

 


 MAPS  

 

     

 


 MDB   Access databases

 

 

      MarketResearch.mdb   MarketResearch.mdb Table List

 

 

      World.mdb     World.mdb Table List

 

 

      World_Product_Sectors.mdb     World_Product_Sectors.mdb Table List 

 

 

      Corporate.mdb     Corporate.mdb Table List

 

 

      Base.mdb General & Database Reference tables in 'Base_mdb_Database.zip' file [Size 75.8MB]

 

 


       Data.exe  Supplemental Database extraction [547 databases for Modelling Level products. Size 2.56GB]

 

 


       Auxiliary_Data.exe  Auxiliary Database extraction [44 databases for Modelling Level products. Size 298MB]

 

 


       Data_Help.exe  Help file extraction [10,400 help files for Modelling Level products. Size 34MB]

 

     

 


 NAICS  Product Codes

 

 

  NAICS_Defs  Product definitions

 

     

 


 REFERENCE   Reference documents:     &   links to external databases

 

     

 


 TOOLKIT   Tool & Utilities

 

     

 


 XLS      Business Planning & Database Reference Spreadsheets

 

   

 

 


 XLS_Corporate      Corporate Spreadsheets   Corporate File List

 

   

 

 


 XLS_MarketResearch  Market Research Spreadsheets Market Research File List

 

 

 

 


MarketResearch  Market Research documents

     

PLAN  Business Planning

 

PLANIMAGES   Images for use in Business Plan documents

       
 

 

     

  Reference documents


  The following is a list of some frequently requested reference documents which are packaged with the product DVDs:

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Manuals, Data analysis, Report & hardcopy generation templates


  The following is a list of some frequently requested report and hardcopy generation templates. These boilerplates and templates are available to clients on request. Please complete the attached form and the documents will be sent to you as an e-mail attachment by return. Because of the size of the items concerned each will be sent separately to avoid size limitation problems.

Please supply the following documents

 

Report Manuals

 

  MANUAL_CORPORATE.pdf [size: 9.5MB zipped]

  MANUAL_APPENDICIES.pdf [size: 3MB zipped]

  MANUAL_CHAPTERS.pdf [size: 8.8MB zipped]

  MANUAL_COUNTRY.pdf [size: 0.5MB zipped]

  MANUAL_COUNTRYTOWN.pdf [size: 0.6MB zipped]

  MANUAL_WORLD.pdf [size: 0.5MB zipped]

  TOWN_MANUAL.pdf [size: 0.5MB zipped]

  TOWN_MANUAL_APPENDICIES.pdf [size: 3MB zipped]

  TOWN_MANUAL_CHAPTERS.pdf [size: 1.1MB zipped]


 

Report Manuals

 

  MANUAL_CORPORATE.doc [size: 13.5MB zipped]

  MANUAL_APPENDICIES.doc [size: 0.6MB zipped]

  MANUAL_CHAPTERS.doc [size: 12.8MB zipped]

  MANUAL_COUNTRY.doc [size: 1.8MB zipped]

  MANUAL_COUNTRY_CHAPTERS.doc [size: 0.7MB zipped]

  MANUAL_COUNTRYTOWN.doc [size: 1.8MB zipped]

  MANUAL_COUNTRYTOWN_CHAPTERS.doc [size: 0.6MB zipped]

  MANUAL_WORLD.doc [size: 2.5MB zipped]

  MANUAL_WORLD_CHAPTERS.doc [size: 0.7MB zipped]

  TOWN_MANUAL.doc [size: 1.3MB zipped]

  TOWN_MANUAL_APPENDICIES.doc [size: 3MB zipped]

  TOWN_MANUAL_CHAPTERS.doc [size: 0.6MB zipped]


Templates,

Boilerplates &

Forms

 

These documents have the necessary data fields embedded to allow users to merge the documents with the relevant Access database tables or Excel spreadsheets.

  

Templates for Report CHAPTERS

1

ADMINIST.doc : ADMINISTRATION

2

ADVERTIS.doc : ADVERTISING

3

BUYER_CO.doc : BUYERS – COMMERCIAL OPERATIONS

4

BUYER_CC.doc : BUYERS – COMPETITORS

5

BUYER_B.doc : BUYERS – MAJOR CITY

6

BUYER_CP.doc : BUYERS – PRODUCTS

7

BUYER_CT.doc : BUYERS – TRADE CELL

8

COMP_IVE.doc : COMPETITIVE ANALYSIS

9

COMP_CC.doc : COMPETITOR ANALYSIS

10

CTRY_FOC.doc : COUNTRY FOCUS

11

DISTRIBU.doc : DISTRIBUTION

12

FIN_BASE.doc : FINANCIAL - BUSINESS DECISION SCENARIOS

13

FIN_CAPT.doc : FINANCIAL - CAPITAL COSTS FINANCIAL SCENARIOS

14

FIN_CASH.doc : FINANCIAL - CASHFLOW OPTION SCENARIOS

15

FIN_COST.doc : FINANCIAL - COST STRUCTURE SCENARIOS

16

FIN_HIST.doc : FINANCIAL - HISTORIC INDUSTRY BALANCE SHEET

17

FIN_MKTG.doc : HISTORIC MARKETING COSTS & MARGINS

18

FIN_INVS.doc : FINANCIAL - HISTORIC INDUSTRY BALANCE SHEET

19

FIN_MARK.doc : FINANCIAL - MARKET CLIMATE SCENARIOS

20

FINAMKTG_F0M.doc : FINANCIAL – MARKETING COSTS

21

FIN_MEXP.doc : FINANCIAL - MARKETING EXPENDITURE SCENARIOS

22

FINBMKTG_I0M.doc : FINANCIAL – MARKETING MARGINS

23

FIN_STGY.doc : FINANCIAL - STRATEGIC OPTIONS

24

FIN_SURV.doc : FINANCIAL - BUSINESS SURVIVAL SCENARIOS

25

FIN_TACT.doc : FINANCIAL - TACTICAL OPTIONS SCENARIOS

26

GEOG_CTY.doc : GEOGRAPHIC DATA

27

IN_IND_N.doc : INDUSTRY - NORMS

28

COMP_MKT.doc : MARKET ANALYSIS

29

MARK_CPT.doc : MARKET CAPITAL ACCESS SCENARIOS

30

MARK_CSH.doc : MARKET CASHFLOW SCENARIOS

31

MARK_CLI.doc : MARKET ECONOMIC CLIMATE SCENARIOS

32

MARK_INV.doc : MARKET INVESTMENT + COSTS SCENARIOS

33

MARK_MEX.doc : MARKET MARKETING EXPENDITURE SCENARIOS

34

MARK_RSK.doc : MARKET RISK SCENARIOS

35

MARK_STG.doc : MARKET STRATEGIC OPTION SCENARIOS

36

MARK_SRV.doc : MARKET SURVIVAL OPTION SCENARIOS

37

MARK_TAC.doc : MARKET TACTICAL OPTION SCENARIOS

38

MKTSHARE.doc : MARKETING EXPENDITURE -v- MARKET SHARE

39

MKTG_STG.doc : MARKETING STRATEGY DEVELOPMENT

40

MARKETS_.doc : MARKETS

41

COMP_CO.doc : OPERATIONAL ANALYSIS

42

OVERSEAS.doc : OVERSEAS DEVELOPMENT

43

PERSONEL.doc : PERSONNEL MANAGEMENT

44

PHYSICAL.doc : PHYSICAL DISTRIBUTION + CUSTOMER HANDLING

45

PRICING_.doc : PRICING

46

PROCESS_.doc : PROCESS + ORDER HANDLING

47

COMP_CP.doc : PRODUCT ANALYSIS

48

PROD_DEV.doc : PRODUCT DEVELOPMENT

49

PRODMKTG.doc : PRODUCT MARKETING FACTORS

50

PROD_MIX.doc : PRODUCT MIX

51

PROD_SUM.doc : PRODUCT SUMMARY

52

PROF_RSK.doc : PROFIT RISK SCENARIOS

53

PROM_MIX.doc : PROMOTIONAL MIX

54

SALEFORC.doc : SALESFORCE DECISIONS

55

PROMOTIO.doc : SALES PROMOTION

56

SURVEY.doc : SURVEYS

57

TARGETS_.doc : TARGETS - PRODUCT + MARKET

58

TECHNOLO.doc : TECHNOLOGY

59

COMP_CT.doc : TRADE CELL ANALYSIS

60

URBANCOMP.doc : URBAN COMPETITION

61

TOWN_FINANCIAL.doc : Financial data for each Town

62

TOWN_INDUSTRY.doc : Industry data for each Town

63

TOWN_MARKET.doc : Market data for each Town

 

 

Templates for Town Report CHAPTERS

1

TOWN_SRT.doc : TOWN

2

BUYER.doc : BUYERS – PRODUCTS - TOWN

3

FIN_HIST.doc  :  FINANCIAL - HISTORIC INDUSTRY BALANCE SHEET

4

FIN_MKTG.doc  :  HISTORIC MARKETING COSTS & MARGINS

5

FINAMKTG_T.doc : MARKETING COSTS - TOWN

6

FINBMKTG_T.doc : MARKETING COSTS - TOWN MARKETING RATIOS

7

FINAMKTG_PL.doc : MARKETING - TOWN PRODUCT LAUNCH COSTS

8

FINBMKTG_PL.doc : MARKETING - TOWN PRODUCT LAUNCH RATIOS

9

GEOG.doc : GEOGRAPHIC DATA

10

FM_IND_N_T.doc : INDUSTRY - NORMS - TOWN NORMS

11

GRID.doc : PERFORMANCE CHECKLIST

12

SURVEYS.doc : SURVEYS – PRODUCTS - TOWN

13

URBANCOMP.doc : URBAN COMPETITION FOR TOWN


 

APPENDICES  & REFERENCE INFORMATION

A

BUYER + DECISION MAKER PROFILE DEFINITIONS

B

COMPETITIVE ANALYSIS DEFINITIONS

C

CRITICAL FACTORS + PARAMETERS DEFINITIONS

D

FINANCIAL DATA FILES DEFINITIONS

E

PERFORMANCE GRID DEFINITIONS

F

FINANCIAL DATA DEFINITIONS

G

MARKET DATA FILES DEFINITIONS

H

MATERIALS REPORTS DEFINITIONS

I

NAICS CODE REPORTS DEFINITIONS

J

SIC CODE REPORTS DEFINITIONS

K

PRODUCT LAUNCH FACTORS DEFINITIONS

L

MARKET & PRODUCT SEGMENTATION DEFINITIONS

M

TOWNS + CITIES LINKS

N

SURVEY DEFINITIONS

O

COMPETITIVE ISSUES GRID DEFINITIONS

P

DECISION MAKER PROFILE GRID DEFINITIONS

Q

PERFORMANCE FACTORS GRID DEFINITIONS

R

PRODUCT LAUNCH FACTORS GRID DEFINITIONS

S

MARKETING COSTS GRID DEFINITIONS

T

CRITICAL FACTORS & PARAMETERS GRID DEFINITIONS

U

PRODUCT & MARKET SEGMENTATION GRID DEFINITIONS

V

DATABASE FLOWSHEET

W

REFERENCE DATA LINKS

X

TOOLKIT LINKS

Y

METHODOLOGY

Z

LICENSE AGREEMENT

 

 

Templates for Forms

1

FORM_BUYER.doc

2

FORM_FINF_FORE.doc

3

FORM_FINI_FORE.doc

4

FORM_ COUNTRY.doc

5

FORM_ COUNTRYTOWN.doc

6

FORM_ TOWN.doc

7

FORM_ WORLD.doc

8

FORM_IND_NORM.doc

9

FORM_SIC.doc

10

FORM_SURVEY.doc

 


Spreadsheets & Forms

 

These spreadsheets & forms allow users to access the various database components.

  

  Spreadsheets & Forms

1

BRIDGE_FIN_NAICS.xls    Spreadsheet:= Financial data bridge

2

BRIDGE_NAICS4Dg_SIC2Dg.xls    Spreadsheet:= SIC bridge

3

BRIDGE_NAICS_SIC1.xls    Spreadsheet:= NAICS-SIC bridge

4

BRIDGE_NAICS_SIC2a.xls    Spreadsheet:=  NAICS-SIC bridge

5

BRIDGE_NAICS_SIC2b.xls    Spreadsheet:=  NAICS-SIC bridge

6

BRIDGE_NAICS_SIC3.xls    Spreadsheet:=  NAICS-SIC bridge

7

CASH_FLOW.xls    Spreadsheet:= Cash Flow

8

COMPETITIVE.xls    Spreadsheet:= Competitive Data

9

CTYLIST_WORLD.xls    Spreadsheet:= World Country codes

10

CTY_CODES.xls    Spreadsheet:=  Country codes

11

DATABASE_CHAPTER_SECTIONS.xls  Chapter Sections

12

DATABASE_TABLE_DESCRIPTION.xls  Database data dictionary

13

DECISIONMAKERS.xls    Spreadsheet:= Decision Maker Grid

14

DESC_CENSUS_FIELDNAMES.xls  Field name description

15

DESC_CENSUS_FILENAME.xls  File name description

16

DESC_CENSUS_FLD.xls    Spreadsheet:= Fields

17

DESC_CENSUS_FLD_ID.xls    Spreadsheet:= Field IDs

18

DESC_CENSUS_MISCFLD.xls    Spreadsheet:= Field - Miscellaneous

19

DESC_FIELDS.xls    Spreadsheet:= Fields

20

DESC_MATFUEL.xls    Spreadsheet:= Materials, Supplies & Fuels

21

DESC_NAICS.xls    Spreadsheet:= NAICS

22

DESC_PROD.xls    Spreadsheet:= Products

23

DESC_PRODCODE.xls    Spreadsheet:= Product Codes

24

DESC_PRODCODE5.xls    Spreadsheet:= Product Codes

25

DESC_PRODCODE6.xls    Spreadsheet:= Product Codes

26

DESC_SICS.xls    Spreadsheet:= SICs

27

DESC_STRATEGY_FLDS.xls    Spreadsheet:= Strategic Fields

28

FIELD_DESCRIPTION.xls    Spreadsheet:= Fields

29

GRID.xls    Spreadsheet:= Performance Grid

30

LAUNCHFACTOR.xls    Spreadsheet:= Product Launch Factor Grid

31

MARKETINGCOSTS.xls    Spreadsheet:= Marketing Costs  Grid

32

PARAMETERS.xls  Market & Product Parameters  Grid

33

PROFIT_LOSS.xls    Spreadsheet:= Profit & Loss

34

SEGMENTATION.xls  Market & Product Segmentation  Grid



.'htm' link grids

 

Link grids to enable hyperlinks to be placed into customised documents and intranet sites.

 

  

 Link grids - 'htm'

1

LINKS_CHAPTERS.htm

2

LINKS_CHAPTERS_COUNTRY.htm

3

LINKS_CHAPTERS_COUNTRYTOWN.htm

4

LINKS_CHAPTERS_ONETOWN.htm

5

LINKS_CHAPTERS_WORLD.htm

6

LINKS_CITY_COUNTRY.htm

7

LINKS_FINANCIAL_COUNTRY.htm

8

LINKS_FINANCIAL_COUNTRYTOWN.htm

9

LINKS_FINANCIAL_ONETOWN.htm

10

LINKS_FINANCIAL_WORLD.htm

11

LINKS_INDUSTRY_COUNTRY.htm

12

LINKS_INDUSTRY_COUNTRYTOWN.htm

13

LINKS_INDUSTRY_ONETOWN.htm

14

LINKS_INDUSTRY_WORLD.htm

15

LINKS_LEGEND.htm

16

LINKS_MAPS_WORLD.htm

17

LINKS_MARKET_COUNTRY.htm

18

LINKS_MARKET_COUNTRYTOWN.htm

19

LINKS_MARKET_ONETOWN.htm

20

LINKS_MARKET_WORLD.htm


 

       

Other

 

 

  

 Other...

  Please specify any other manuals, utilities or tools required:-

 

as: Txt

 

as: Txt

 

as: Txt

 

as: Txt

 

as: Txt

 

as: Txt



Please provide the above information to:

Name:

Phone:

E-mail:

Registered Purchaser:

Product License Number:

 


 As quoted on your report or product purchase.

   

 

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  NAICS manuals


  The following is a list of some frequently requested NAICS manuals:


Definitions

 


  Product Definitions by Industry Sector

  Alphabetic Index by Type of Business Activity

  1997 NAICS U.S. Matched to 1987 U.S. SIC

  1997 NAICS Codes and Titles

  1997 NAICS Codes with Short Titles

  1987 U.S. SIC Matched to 1997 NAICS



Policy issues

 

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