Management Discussion and Analysis Services and Solutions

Content on this page is directed toward inviting service and solution providers to work on MD&A Presentation Projects.

Many entities require Management Discussion and Analysis presentations from company teams. Most notably are requirements by the U.S. SEC that every publicly reporting company must include an MD&A presentation in its registrations and filings and requirements by government agencies that contractors must make MD&A presentations as part of their disclosures.

 

The U.S. SEC has developed comprehensive guidance to help management teams make better MD&A presentations.

 

Upper tier entities have spent billions of dollars developing their MD&A presentation models. All of this created a deep pool of knowledge that can be leveraged to benefit SME-level companies.

 

The MD&A Presentation Project is an initiative to direct service and solution providers toward configuring or deploying information technology to leverage existing research and knowledge.

Decision makers can begin making better Management Discussion and Analysis (MD&A) presentations by deploying automated data gathering and information production models.

This process requires developing information production frameworks that are supported by workflow-based guidance rules.

Designing information production frameworks that harmonize with SEC MD&A presentation guidance creates an opportunity for service and solution providers to introduce offerings that may become global standards or brand names.

Many service and solution providers work center on helping management teams and their professionals develop architectures that use information technology frameworks to map and automate internal and external data and information inputs. This work can be refined to instill U.S. SEC MD&A presentation guidance.

It is possible to offer SME-level management teams an affordable and effective way to make better MD&A presentations by programming Microsoft SharePoint and Microsoft product capabilities by programming them to identify and map internal and external data gathering and information development processes and sources.

Service and solution providers who build presentation models that use existing information by deploying utilities that were created by structured step-by-step workflow and automation tools are already producing analytics and key performance indicators that can become part of an MD&A presentation.

New service and solution offerings can be designed around using SharePoint and Microsoft program capabilities to produce MD&A presentation content in a context helps management teams apply SEC MD&A guidance.

In simple terms this requires identifying a set of action steps that decision makers can take to implement Microsoft product processes to automate gathering data and producing information that is essential to make a better MD&A presentation and programming Microsoft SharePoint and Products to support this process.

Developing MD&A services and solutions that focus on integrating SharePoint and Microsoft product capabilities with decision makers existing MD&A data gathering and information production models and processes to create a unique end-to-end customized solution can begin by.

1. Evaluating SEC MD&A Guidance and mapping the parts of its information requirements that can be supported by automated data gathering and information production processes.

2. Evaluating how companies use information technology systems to generate data and information and how outputs are instilled into MD&A presentations.

3. Identifying sources for data and information that is required to develop MD&A presentations and how this data and information is currently being produced.

3. Identifying and analyzing processes that are currently used to generate MD&A data and information production in different departments, different files, and different programs.

4. Isolating areas where a company’s current reporting system requires someone to hand-key data or information that already exists in another part of their business information system.

5. Identifying instances where data and information is being cut-and-pasted from Microsoft Excel into Microsoft PowerPoint, from Microsoft Access into Microsoft Excel, etc.

6. Determining how capabilities in Microsoft Office products can be configured or programmed to automate data gathering and information production processes especially in those areas where company team members are currently hand keying data or cutting and pasting information to develop an MD&A presentations.

7. Evaluating how complex analysis of data can be refined into business analytics, key performance indicators or intelligence by automating the process of producing analytics or gathering business analytics data.

8. Producing internal and external key performance indicators that elevate a team’s ability to make better MD&A presentations.

9. Analyzing each critical report that takes any team member more than a few minutes to prepare each month, quarter, or annually to identify opportunities for automating the generation of this information.

10. Deploying discussion data bases and other information technology applications or programs to implement ideas that team members have about how to streamline their company’s work processes, data gathering and information production and analysis.

MD&A Service and Solution offerings will range in complexity from rapid development configuration packages to comprehensive customized end-to-end scenarios. To the extent techniques can be designed to immediately improve and continually elevate every management team’s ability to make better MD&A presentations it is more likely that MD&A service and solution offerings will be accepted by the market place.

General Consideration for Inclusion in the MD&A Services and Solutions Project

Configure Existing SharePoint templates into MD&A business applications to create an architectural bridge between a company management team’s obligation to make MD&A presentations and implementing automated data gathering and information production and evaluation processes to help management teams and their professional advisers create better Management Discussion and Analysis presentations.

Develop MD&A focused Services and Solutions that are designed to help management teams leverage Microsoft Office SharePoint collaboration and information gathering capabilities by configuring and programming Microsoft Office Products to automate data gathering and information production processes.

MD&A Service and Solution offerings must help users circumvent expensive discovery and resource-seeking processes.

Develop Management Discussion and Analysis Service and Solution Features

• Create an MD&A Data and Information Production Critical Dates Calendar that provides a unified calendar view of internal and external data and information production milestones that must be met to complete an MD&A presentation.

• Develop MD&A Documents List: identify internal and external document collections, document development processes and automate reports that can be generated from these documents.

• Identify MD&A Analytics: Enable management teams and their professionals to readily evaluate the most significant internal and external trends that are impacting their business.

• Add New MD&A data and information: Quickly add new data and information inputs into the MD&A presentation model and readily display it to the MD&A presentation team.

• Automate MD&A Business Model Focus Items: allow selected users to easily present information that focuses on the businesses non-financial performance metrics and prospective information.

• Integrate MD&A Financial Performance with Non-financial performance facts and indicators: this encompasses configuring data gathering and information production to evaluate strategy, key value drivers and capabilities.

• Evaluate MD&A Risk Profiles: Automate data gathering to develop and evaluate financial risk, strategic risk, brand risk, reputational risk, competitive risk, and environmental risk, and other risks that are pertain to each unique business model. The MD&A Risk Profile Blueprint elevates management’s ability to identify and evaluate its global risk profile and discuss its total approach to identifying and managing principal business risks.

• MD&A Project Management, identify, develop and manage future projects that elevate the MD&A production team’s ability to make better MD&A presentations by communicate to shareholders a meaningful assessment of their company's performance, liquidity and future prospects.

Service and Solution providers who create information technology frameworks and deploy solutions that may elevate management teams and their professional’s ability to make better MD&A presentations are invited to discuss possibilities to participate in the MD&A Services and Solutions project.

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