Process Builder: The next step after CalibreRMS.
As a user of CalibreRMS you understand the value it currently brings to your Research activities - as well as its limitations
Process Builder is our new interface that compliments your existing tools and takes them a step further.
Here are 5 ways it can improve your research process, at no extra charge to your team:
#1 Access your Research ON THE go
You can now view and capture your research and estimates (broker or your team's) on a smartphone or tablet (e.g. iPad). We've designed it to work well in a company meeting, on the train or anywhere your internet connection is not perfect or you don't have a Windows desktop environment.
We've also listened when our current users said speed is very important - we think you'll be impressed with how well it works.
#2 Replace emails with something better
If you use emails to share research notes or interesting information about a company, we think there's a better way. With email, it's hard to come back later and find all the relevant information about a company or sector. Emails can get lost in the daily flood in your inbox.
Calibre research sharing using user 'following' and an understanding of your portfolio idea funnel to make sure each team member who needs to know gets a news event.
This means the Just as important, your team can later on see all the research related to the company in one place.
#3 View and UPDATE Excel Models on iPad
View the latest version (or an older version) of your Company Models, with the latest input data refreshed. Integration with Excel for iPad gives you the ability to experiment with estimates away from your desktop.
You can save a new version and update the estimates and valuation your team can see, all while traveling.
Want to see how this works? Watch this 3 minute video.
#4 Store all research in one place
Currently CalibreRMS helps you to capture all estimates (broker and your team) and market data in one place.
Process Builder takes this further: It brings your models, Notes, meetings and a new set of customisable Scorecards and Process Views all into a single platform.
Why is this important? Your Portfolio Managers can access everything important in one place - if they decide to look at an idea, they can access all research we have with a couple of button clicks.
#5 Capture your process
In CalibreRMS Workspace, you can lay out tabs and snippets to reflect your process. Process Builder takes this a step further by allowing you to define your process steps and monitor changes and generating events for your team.
Think of the many small productivity wins this will give you.
For example: Let's say we set up a process step that says we want to meet any company we hold or have on our list of strong ideas every 9 months minimum. Process builder captures the meetings and notes and will warn the analyst that a meeting is due.