Evalueserve Blog
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Covid-19: Repercussions for Oil Markets

With the large-scale quarantines, travel bans, and social isolation measures necessitated by the Covid-19 pandemic, there is expected to be significant ramifications for global demand hubs and supply centers—including those in the oil and gas sector. These have already led to a sharp decline in consumer and business spending in Q1 2020, and is expected […]

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The Digital & Customer Analytics Journey: Why is it more important for asset managers during Covid-19?

The interest in AI, data analytics and data initiatives has been drastically rising— especially more during the current Covid-19 situation. Despite their best efforts, asset managers are not experiencing the growth and development they were expecting from their digital initiatives. Learn how a digital & customer analytics roadmap helps drive asset managers’ digital initiatives forward.

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Strategies to keep physically and mentally healthy while working from home

The feeling of restlessness, both mentally and physically, is something that people find themselves struggling with. Mental fatigue is easy to achieve, as we have to juggle various questions and tasks throughout the day. “Do I have enough food to get through the week?”, “How are my parents doing? Are they staying inside?”, “What will […]

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SFTR novel timelines and LEI data management

Due to the Covid-19 pandemic, the highly discussed Securities Financial Transactions Regulation (SFTR) will now be implemented at a later date and seen at full force in July 2020. Learn how this shift in time will affect the finance industry, and how LEI coverage will be impacted.

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Sector Intelligence: Impact of Covid-19

As we continue to witness a global crisis of unprecedented scale, professional advice, expertise, and timely intelligence are more critical now than ever before for business leaders across the globe. According to the World Bank, a severe pandemic could wipe out 5% of global GDP, or more than $3 trillion. It is more imperative now than ever to focus on how various sectors are being impacted, leaders will have the insight needed to take action.

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A New Day in Shanghai: Coming out from the shadows of Covid-19

I was woken up very early morning (read 4 AM) today by some noise. In my groggy state, I tried to figure out what the noise was all about and then I realized that it was coming from the construction site next door. While I hate being disturbed through my sleep (remember not to call […]

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COVID-19: Why are global organizations rethinking the supplier risk management framework?

Saying that the COVID-19 pandemic is creating havoc across each node of the global supply chain is an understatement. With supply chains becoming increasingly global and inter-connected and complex, the scale and scope of this impact are evolving and expanding daily. Various surveys indicate that 80% of organizations globally are facing raw material shortages, and […]

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How to maximize your time and your team’s effectiveness in times of a crisis

As we all navigate through this unexpected and unprecedented situation, here are some experiences that, we hope, will help organizations and individuals alike adjust to it together.

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Are your employees getting the most out of their learning and development program?

Continuously learning ways to grow and develop skillsets in an everchanging world has been instrumental in staying ahead. In a knowledge-intensive environment like ours, this becomes even more critical. However, how can organizations assess their employees’ learning goals and help corporate training teams support them?

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How to simplify IP for R&D

Intellectual Property collaboration: How to simplify IP for R&D

Throughout the different stages of product development, it’s critical that the IP team finds creative ways to make IP reachable and relatable to the R&D team for collaboration. We detail two effective approaches here: Problem Solution Application Approach (PSA) and Product to Patent Mapping, correlating IP with the commercialized product.

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Big Tech is coming for other industries, but how?

It’s no secret that big tech companies are leveraging their technical expertise to pursue traditionally non-tech industries. These include companies such as Apple, Amazon, Alphabet, and Facebook’s headline grabbing efforts in financial services, healthcare, and transportation, as well as tech companies’ multitude of projects in other domains. Learn how these strategies can help incumbents separate actual threat levels from hype, and how it can help incumbents identify strategies to ward off these new entrants and even potential threats from less immediately apparent encroachers.

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Trends and themes for risk management teams in 2020

Trends and themes for risk management teams in 2020

At Evalueserve, we work with risk management teams in financial institutions of all sizes around the world. In this post, we take a look at the key trends and themes in risk for 2020 – and some smart solutions too.

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The benefits of a bottom-up service design approach

The benefits of a bottom-up service design approach - investment management firms

@Investment Management firms: check the key elements of a bottom-up service design approach, its implementation, and potential benefits.

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Best Practices for Sequence Searches: Designing a high quality and reliable search process

Best Practices for Sequence Searches

We all work under various constraints for timelines, budget, databases and skills. The balancing act of these constraints becomes very important and especially difficult in sequence searches. In Biotech research, there are some specific challenges, roadblocks and complexities that searchers must overcome when conducting a biological sequence search. Priyanka Paul’s blog post describes these challenges and provides some best practices for a successful sequence search.

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How the Right Partner Gets You the Most out of RPA

RPA has become such a huge topic of interest and investment, but how can organizations get the most out of it while avoiding common pitfalls? Learn how having an experienced partner can help you get the most out of RPA.

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Is it Time to Get Rid of Excel?

Microsoft Excel is every analyst’s go-to tool for calculations, data analysis, and reporting. As financial services firms increasingly deal with complex data sets and strict industry standards, are Excel’s limitations overpowering its benefits?

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Leverage Technology to Provide the Insights & Intelligence Necessary to Scale Business Development Efforts

Professional services firms find themselves in a growingly complex and intricate relationship with technology. Despite having a wide range of technology-enabled solutions at their disposal, Partners find themselves struggling with scaling business development efforts. If leveraging tools and technology is the right approach, then what is falling short?

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Alternative data: Changing the dynamics of investment research

Alternative data provides an edge over competitors. Its use has surged across industries, and we see it being a key differentiator in investment research in the near future.

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A New Year’s Resolution for Patent Attorneys, IP counsels and R&D Executives: Time to Evaluate your patent search quality

Time to Evaluate your patent search quality

These days, patent searches and patent analytics are used mostly for cases with significant legal risks and as a basis for important decisions in R&D. Assuring quality patent searches is especially critical in these cases where the stakes are high. However, many patent attorneys, IP counsels and R&D Executives may not be aware that search quality can and should be controlled in a quantitative and qualitative way. Careful analysis of the search process yields a way to control and improve patent search results. Evalueserve’s new white paper reveals a process and a formula that can be used to calculate search quality.

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Validity Searches Part 3: Conducting an opposition search that maintains budget, recall and precision

Validity Search - Conducting opposition search

In this blog, we will learn about the specific points that a customer or a searcher should keep in mind before commencing an opposition/validity search.

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Repurposing Market Research to Create a Client-Focused Insights Engine

Recent advancements in digitization, data analytics and data management related technologies have started to impact the MR function in terms of its importance, insights, relevance, scope and nature of its operations, and eventual impact in corporate decision making. However, during this flurry of adoption and implementation, MR projects are being driven by data operations and data technology rather than by their most vital assets—clients.

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Insightsfirst: Breaking through the Limitations of Intelligence

Up until recently, organizations only worried about what was happening in their industry but the co-mingling of digital platforms, data analytics, mobile capabilities, the Internet of Things (IoT), and other emerging technologies are broadening the scope of what organizations need to stay on top of. But where do we go from here?

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Validity Searches Part 2: Exhausted by exhaustive data searches? How logically scoping the search generates the best results

Validity Search - Logically scoping generates best search results

In the first part of the blog series, Shekhar Khanduja and Christy George explained how important it is to identify new prior art documents to successfully oppose a patent. In this blog, Shekhar Khanduja will outline a few best practices of identifying prior art documents that can help an attorney make strong arguments while opposing a patent at a patent office.

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PS firms using RPA to sharpen their competitive edge for the ‘right’ use cases in Research & Analytics

With the sudden explosion of interest in Robotic Process Automation (RPA), PS firms have looked for a way to automate their entire counseling process. However, this has proved to be a formidable challenge.,as it can be difficult gaining powerful and impactful insights using RPA. When faced with these hurdles, how can firms get the most out of RPA?

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Creating value in the age of sector convergence — A perspective for consulting and advisory firms

As we approach the age of sector convergence, the problems and challenges that consulting and advisory firms will face are ones that have never been solved before. But how can this be an opportunity for consulting and advisory firms to become the frontrunners in a converging landscape?

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Validity Searches Part 1: Statistics reveal the best patent opposition strategies

Validity Searches - Best patent opposition strategies

In part one of this three-part series about validity searches, Shekhar Khanduja and Christy George outline the different approaches that corporations or their attorneys typically use to invalidate a patent or oppose a patent. They describe the types of prior art documents and trends used in inter partes reviews in the U.S. and EP oppositions with data that describes the best approach for each.

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Go beyond composite scores – back your investment decisions with reliable ESG data

Asset managers rely on third-party composite scores for their investment decision-making. But how reliable and valid is this data, and does it truly meet their investment objectives? Let’s try and understand.

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Five steps to an alternative data strategy

Increasingly, ‘alternative’ or non-market data holds the promise of smarter investments and superior returns. But how can you get to grips with the mass of information out there and use it to make better decisions?

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How to prepare to negotiate with SEP holders for patent licenses

Standard Essential Patent

In the previous post, we debunked the four main myths of Standard Essential Patents (SEP). In this follow-up post, Sushil Kumar explains the three critical steps a company should take when approached by SEP owners for a patent license. Sushil also provides some valuable tips to evaluate the SEP patent portfolios to derive meaningful data to be used in licensing negotiations.

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Four common myths about Standard Essential Patents

Evalueserve - Myths about Standard Essential Patents

In part one of this series about Standard Essential Patents, Sushil Kumar debunks the four most common myths about patents that are considered “essential” to standard bodies such as ETSI. Determining which patents are essential to a standard can be complex. Sushil Kumar outlines what you need to know about these SEP myths.

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Digital and knowledge management for patent preparation and prosecution: How it might impact patent portfolio quality in the technology sector

Digital and knowledge management for patent preparation and prosecution

Could patent preparation and prosecution (P&P) go digital? In this blog post, Atish Gupta and Pruthvi Nagaraj discuss the benefits of digital and knowledge management tools for patent preparation and prosecution, and how a combination of various tools can help build a strong IP portfolio with a high monetary value.

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Does China’s economic savior lurk in the shadows?

What is the role of the shadow banking in China’s economy and how does it develop under the impact of crackdown and a raging trade war? Check out this blog article for more details.

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Is your ESG data strategy fit for purpose?

The key pillars for a strong ESG data strategy are smart data interventions, backed up by input from subject matter experts (SMEs). Here are four areas where that approach can help you overcome ESG data issues.

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LIBOR set aside – who’s next in line?

The once revered LIBOR fell out of favor after banks manipulated it to boost profits. With the FCA deciding to phase it out completely by 2021, companies will need to change their systems within a short span of two years. Are you prepared?

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Three automation strategies to optimize asset management marketing

See how asset management marketing can enable growth and profitability by modernizing its own operations. In this post, we discuss three automation strategies that can help industry CMOs and marketing stay relevant.

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Get your patent searches done while your team explores the world this summer

Get your patent searches done while your team explores the world this summer

Why not let us cover your patent search workload while your team is travelling this summer? Learn more

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The key to complexity: how good is your innovation intelligence?

The key to complexity: how good is your innovation intelligence?

In today’s complex world, few would argue that you need reliable, real-time insights upon which to base million-dollar decisions. Ankur Saxena asks: How good is your innovation intelligence really?

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How to lower trading cost and volatility

What are the opportunities in Latin America for investors seeking non-traditional assets? Here is a strategy that yields the same returns as the market, while reducing risks for investors.

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Risk Management at a Crossroads: Deliberations after “Risk Americas 2019”

Increasing importance of data lineage and advent of machine learning indicates that traditional and new risk models will co-exist, as the MRM life cycle is optimized. But what will help minimize teething pains associated with this growth phase? Find out more in this blog.

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How to understand patent documents: Tips for non-experts

How to understand patent documents: Tips for non-experts

You’re a scientist or engineer, and your head of R&D wants you to give your “expert opinion” of some potentially competitive patent documentation. Follow these tips from Evalueserve’s Mike Fuller, and what was a risky and difficult task becomes a piece of cake!

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Risk-y mission: strategies to win the patent-licensing war (or at least strike a good truce!)

ip licensing part 3 - Risk-y mission: strategies to win the patent-licensing war

The patent-licensing battle lines of the future are yet to be drawn – but that can’t stop corporations from preparing for the war to capture (and hopefully keep!) patent territory that they can use in the future for defense, attack, or the basis of negotiating a truce with competitors. Shekhar Khanduja shares strategies on how companies can get the most from their patent portfolio – and improve its future quality.

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What makes a good patent search? Learning from zero-fault-tolerance processes in aviation and medicine

Why do so many Freedom to Operate (FTO) patent searches miss important documents, even when highly experienced patent searchers are involved? In this blog post, Urs Dommann describes a range of potential pitfalls for patent searches – and how we can learn from zero-tolerance industries to improve FTO patent search process.

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Patent licensing in the United States and beyond – Part 2:
Defining a new path for future technology patent licensing

Patent licensing in the US and beyond: Part 2 Defining a new path for future technology patent licensing

In the second part of the current series, Shekhar Khanduja looks to the future of technology patent licensing in the US and beyond. Knowing the forces that have shaped patent licensing gives us an insight into what could lie ahead for patent portfolio strategies – and a path for business success.

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Patent Licensing in the United States:
Part 1 American technology industry in the eye of the patent licensing storm

In a new short series of posts, Shekhar Khanduja looks at the roots of aggressive patent licensing in the US technology industry, in Part 1 today. Look out for Part 2 and 3 in the next few weeks where he makes some predictions for the future of patent licensing.

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FTO Search
Part 2: A framework for the great ‘risk versus research’ balancing act

FTO Search: A framework for the great ‘risk versus research’ balancing act

It’s the searcher’s dilemma: if an FTO search is too wide, it’s too time-consuming and expensive, but if it’s too narrow you are taking a huge risk. In her second post, Priyanka Paul discusses the issues – and a framework – for striking the right balance.

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Four steps to make your model risk management 50% more efficient

Traditionally, testing, monitoring and validating models has been hands-on, non-standardized and slow. But with the right mindset and a few careful changes, there are more opportunities to introduce automation tools and process optimization than you might think.

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FTO search
Part 1: Conducting a freedom to operate search – what experienced searchers do differently?

Freedom To Operate Search - Conducting a good FTO search

Legal Notice – Patent Infringement! A good freedom-to-operate (FTO) search identifies potential barriers to commercializing products or technologies, eliminating infringement risk. In the first part of a new series on FTO searches, Priyanka Paul tells us how to conduct a good FTO search.

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Does innovation intelligence deliver on its promise?

While few would challenge the value of market intelligence or research in financial services, why don’t more R&D, intellectual property or strategy managers harness the power of innovation intelligence? Urs Dommann shares his thoughts on how decision makers in R&D will benefit.

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Should young investors focus more on dividend stocks?

Have you thought of investing in highflier stocks, or does dividend stocks have your undivided attention? Did you know how to sail through the volatile stock market? See why young investors looking to invest for a long term should consider dividend stocks.

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Non-patent literature – the IP-research goldmine

News articles, scientific literature, and the like should be on every IPR&D searcher’s hit list. Priyal Bisht advises: ignore non-patent sources at your peril – that might be exactly where you will find the nuggets of gold.

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Thanks, wishes and resolutions from the Evalueserve IPR&D team

“No one who achieves success does so without the help of others.” Urs Dommann shares his thanks, wishes and resolutions for the holiday season, including a few Christmas gifts he’d like to see the Intellectual Property and Research and Development Services industry give to itself.

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Time to shatter the medtech data myth

It’s time now to shatter the long-held myth about dearth of MedTech data and use the power of predictive and prescriptive analytics to gain competitive advantage.

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The full palette of search queries – how to control recall with a smart query strategy

The full palette of search queries – how to control recall?

Using the Evalueserve Problem-Solution-Application Framework, Ashutosh Pande tells us how to combine the logical variables of search query to control recall. Grab your paint brushes!

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R&D and patent alerts
Part 3: Harnessing the power of patent alerts

R&D and Patent Alerts Part 3: Harnessing the power of patent alerts

In the third part of his series on IPR&D Alerts, Ronen Speyer, shows you how to unlock the economic value of patent watches by enriching data through tagging.

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Factor indices – still too sophisticated for LatAm?

Is it time for investors in LatAm to tread an investment path different from the one taken by traditional asset managers? Should they embrace the global trend of factor indices and take controlled risk with proven strategies?

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R&D and patent alerts
Part 2: The genetic makeup of the perfect patent alert

Patent Alerts Part 2 - The genetic makeup of the perfect patent alert

In the second part of his series on IPR&D Alerts, Ronen Speyer demonstrates that when it comes to patent watches, it’s all in the genes: learn how to use the Alert Quality Index to balance recall, precision, and insights.

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IPRD Information Adventurers blog – 2018 summer season summary on search quality

Patent Search Quality – 2018 Summary of Evalueserve IPR&D blog

We’ve been busy in our quest for patent search quality since launching the Information Adventurers Blog in May 2018. Urs Dommann takes us on a whistle-stop tour on what we’ve found out over the summer, and how we will change track now that winter is coming. Join us on our journey!

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Is Patent Monitoring Worth the Money?

is patent monitoring worth the money

When done properly, patent alerts are a major weapon in the corporate arsenal. However, in this new blog series, Ronen Speyer argues many companies are wasting money on patent watches, and tells us how to put this right.

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What AI Means for the Future of Patent Search

What AI Means for the Future of Patent Search

Cutting through the Artificial Intelligence hype, Jeroen Kleinhoven and Fedde van der Lijn begin a series of posts on when using AI in patent analysis and innovation intelligence makes perfect business sense – and when it absolutely doesn’t. Read more to understand if AI is right for your use case – or perhaps not yet!

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The value of custom tagging in creating insights

The value of custom tagging in creating insights

Dommann shares how the village library of his youth inspired his passion for information science, patent search and innovation analytics. Read about the importance of custom tagging.

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Important Questions to ask During the Patent Search Process

Patent search process

Search quality starts with smart query formulation – Ashutosh Pande shares how Evalueserve improves search quality by applying Problem-Solution-Application Framework.

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The importance of trust when outsourcing IP services

The importance of trust when outsourcing IP services

High-volume tasks like IP docketing can become overwhelming, meaning work on patent analytics and designing new services can suffer. BASF’s IP group trusts Evalueserve to support it with this sensitive work. Justin Delfino tells us why.

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Partners in IP and R&D search and intelligence: Why we need ‘Planners’ and ‘Explorers’ on our team

Patent Search Quality - Why we need Planners and Explorers on our team

Shekhar Khanduja, raises search quality by pairing ‘Explorers’ and ’Planners’ on his team to different IP and R&D use cases with some fascinating results! This new post is the first of many showing how to control the factors in our ‘Search Quality Index’.

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The Evalueserve Search Quality Index (SQI) – a tool to control, document and improve Patent Search Quality

Search Quality Index – a tool to control Patent Search Quality and cost

Ashutosh Pande and Urs Dommann discuss economics of patent searching; and introduce an initial formula describing search quality (“search quality index”). Let’s get serious with understanding search quality.

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What is a good IP and R&D search?
Part 3: The searcher’s dilemma

What is a good patent search? Part 3: The searcher’s dilemma

Much of the value offered by IP search services is helping customers to identify the most relevant data sources, without getting distracted by the irrelevant. But this can come at a cost. Urs Dommann and Ashutosh Pande explain the searcher’s dilemma.

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What is a good IP and R&D search?
Part 2: How to find and clone the ‘perfect searcher’

How to find and clone the perfect patent searcher?

If you could clone the ‘perfect searcher’, what kind of personality, experience and profile would you specify to optimize patent search quality? Urs Dommann reflects on the human factors of knowledge management, and how machines fill the inevitable gaps.

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Is HR analytics on your agenda?

Read how analytics can help maximize the potential of your human capital.

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Patent Search Strategy: Creating the Perfect Search

Patent Search Strategy: Creating the Perfect Search

Is it possible to deliver a perfect IP and R&D search, i.e., a novelty or validity search that finds 100% of the relevant documents? Urs Dommann tells the story of seeing it achieved and explains why the method can’t be repeated.

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Introducing the Information Adventurers blog

Introducing the Information Adventurers blog

The Head of Evalueserve’s IPR&D business Urs Dommann launches our Information Adventurers blog with a fundamental and provocative question. What constitutes a good IP and R&D search or intelligence?

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Don’t get your basics wrong – AI, machine learning, or big data

In recent times, my conversations with general managers have inevitably veered to the topic of Artificial Intelligence (AI) and Machine Learning (ML). What puzzled me was the lack of true understanding of these terms and the imprecision with which they were being used.

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Challenges to becoming GDPR-compliant

The GDPR, which comes into force on May 25, 2018, should be a top priority for all your departments if your company has operations in the EU.

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What US firms need to do for MiFID II compliance

MiFID II regulation provides transparency and investor protection, however, the European Union’s new approach creates conflict for US-based firms where bundling research is a common practice. So what is the need for the US to be compliant?

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Does your organization’s training strategy fit Gen Z?

Businesses are increasingly offering tech-heavy services at a time when a younger, tech-savvy generation is entering the workforce. How do we retain this dynamic, learning-hungry lot?

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Preparing for an automated future

Automation is the most popular trend in today’s world of business. It is general consensus that automation increases productivity, leads to higher returns, and makes life better, but there are broader differences on how it will impact employment levels and society as a whole. The big question is: are we prepared to deal with its implications?

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Mind+machine™ against the dark side of the internet

mind-machine-against-the-dark-side-of-the-internet

The spread of fake news is a common problem that online and social media are facing. There are different solutions that companies are applying to avoid this: Human fact-checking or artificial intelligence programs to solve the problem with technology. Both methods have failed so far. So what is a potential solution?

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Time to think – are you (E)-valuating your prices accurately

Is your pricing strategy accurate? Do your price points delight customers? Or, are you losing out to competition due to flawed pricing? It’s not just you; all businesses face these questions when reviewing their sales and pricing strategies.

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What are the critical pillars of success for your research teams?

research management solution

Generate Insights. Optimize Budget. Increase Revenue. Ensure Efficient Knowledge Management. Increase Productivity. Maximize Efficiency. Enhance Collaboration. Manage Timely deliverables and dissemination.

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Can SAR devaluation help KSA reinvigorate its economy?

Saudi Arabia’s macro-economic indicators have put a big question mark on the sustainability of Saudi riyal (SAR) peg to the US dollar at 3.75. Devaluation appears to be the only potent weapon for the kingdom to rein in soaring fiscal deficit, without constraining economic growth.

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How predictive web analytics can help with site optimization and much more

how predictive web anaytics can help with site optimization

Practically every business today owns a website. Whatever industry you work in, and whether you’re selling direct to consumers in B2C or providing a knowledge portal for B2B clients, your website is probably your most important digital channel.

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Analytics-driven pricing strategies for B2C firms

Pricing can determine whether your business succeeds or fails, which is why it’s a strategic priority for every organization. If you want to price your product to maximize sales, market share or profit, you need an effective pricing strategy—and analytics can help.

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Knowledge management 101: what you need to know

Knowledge management (KM) is the process of capturing, developing, sharing, and using organizational knowledge. Purposeful, concrete, and action-oriented knowledge management programs can yield impressive benefits for both individuals and organizations.

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Why professional services firms are changing their service offerings

Every company is undergoing transformation as the digital age sets in. Automation, analytics, business intelligence, digitalization, and big data have become buzzwords for identifying and solving problems, making corporates somewhat less dependent on professional services (PS) firms for their routine analytical requirements.

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Putting cognitive technologies to work

Cognitive technology is the next big cost saving initiative in the world of procurement. We have taken a look at various cognitive solutions that are being implemented across industries and how they constructively evolve the overall maturity of the procurement organizations. The infographic below details these industries we have covered and their specific applications

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Reality bites – review of an AI implementation proposal

One of our clients invited our chief strategist to help them assess the proposal they had received from a prominent AI tool. See why he believes AI providers are not spending enough time on the analytics value chain before pitching their services.

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Getting data analytics right

Listen to Marc’s appearance on the Business901 podcast.

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MiFID II – wins or losses for asset managers?

The new legislative proposal is expected to have a global impact on the ecosystem of how buy-side consumes sell-side research. The changes will create fresh challenges for the industry, but they will also bring some attention-worthy opportunities.

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Brexit: Navigating through the uncertain climate

The long-term impact of Brexit is not yet clear, although market sentiments seem largely negative. Companies need to choose between making a move right now or waiting for UK–EU negotiations to play out.

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Everything is a machine! Where is my mind?

Warren Bennis once said that the factory of the future will have only two employees – a man and a dog. The man will be there to feed the dog. The dog will be there to keep the man from touching the equipment. Are we in the vicinity of that future yet?

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Mind+machine™ and the General Data Protection Regulation

The world is generating data like never before and some companies have created very sophisticated big data use cases. Whether you consider this a violation of your privacy or an exciting sign of progress, these use cases exist. Law makers are playing catch up and the European Union is leading the field with its General Data Protection Regulation.

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Reimagining asset management – one step at a time

The asset management industry is already facing a number of challenges. How is the industry geared to meet technology-led disruption, including from FinTechs? Also, how are asset managers driving innovation across their value chain? Read to find out more.

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Insights from GE’s Minds and Machines in San Francisco

Our team attended this year’s GE’s Minds and Machines conference in San Francisco. Read more to find out why we believe the question is no longer if digitization leads to better customer experience and higher productivity, but about the how behind it.

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Mind+machine strategies that enable new innovations

Listen to Evalueserve CEO Marc Vollenweider’s second appearance on the Innovation Ecosystems podcast.

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Small data is beautiful too!

Big Data is the buzzword of the moment, but is it crucial for all organisations to invest in big data? Does it always make business sense to do so or are there alternatives that have potendial for much greater ROI?

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Suits, hoodies and machines – the future APAC banker profile

It’s 2030 and you’re in the APAC region for a meeting with your investment banker or financial advisor. Who will you meet? 1) someone in a sharp suit, 2) a 25-year-old data expert in a hoodie and jeans or 3) a machine? My guess is a mix of 2) and 3).

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Outcome as value: The shift to PAYG

Decision makers want their invested resources to produce insights – and still: 99% of all analytics delivered relies on input-based pricing, where input is defined regardless of output. Pay-as-you-go (PAYG) is a logical system to apply to analytics. Read in our blog article why.

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Microsoft & Open Source: What it means for analytics

Microsoft’s commitment to Platinum membership in the Linux Foundation is a logical step in their journey into the open source community. But what does it mean for data analytics, particularly given their ownership of leading R distributor Revolution Analytics?

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Mind+machine™ for monitoring regulatory environments globally

Monitoring changing regulation environments can be a daunting task for global companies. In this post, we review how we helped a Fortune 500 client in dealing with this, by making use of our mind+machine approach to bring in efficiencies, data quality and granularity.

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Mind+machine™ through the ring of knowledge

As data flows through the analytics value chain to be distilled into insight or even knowledge, it passes through several stages. Different stages require a different mix of mind+machine. We have codified the analytics value chain into 8 simple steps.

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Sectors to watch after the US presidential elections

Depending on the policies of the winning candidate, the results of the US presidential elections will affect various sectors and businesses. Read on for highlights of the bullish and bearish implications of these elections.

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The yin and yang of the internet of things

The Internet of Things (IoT) has been in the news over the last few days, because an estimated 100.000 internet connected devices fell victim to a cyber attack. Should we consider the Internet of Things as a blessing or a curse?

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Predictive analytics: Get more value from your data

Predictive analytics plays a vital role in charting out a winning roadmap for organizations by analyzing future outcomes and helping reduce risks. Read how companies are putting predictive analytics to work in order to gain business benefits

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Efficient frontier: Where machines support minds

When it comes to analytics use cases, mind alone tends to be too expensive, too slow. Machine alone can’t deliver real insights or knowledge. Success lies in knowing how to mix the two. The key lies in knowing how to find the efficient frontier.

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Definitions: Demystifying data analytics jargon

The number of incredible opportunities with great potential for mind+machine is large and growing. Many companies have already successfully begun leveraging this potential, building whole digital business models around smart minds and effective machines. However, despite the potential for remarkable return on investment, there are pitfalls.

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Does more data really mean more insight?

The number of incredible opportunities with great potential for mind+machine is large and growing. Many companies have already successfully begun leveraging this potential, building whole digital business models around smart minds and effective machines. However, despite the potential for remarkable return on investment, there are pitfalls.

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Machine – The modules of our solutions

In his fifth video, Marc explains the five different building blocks that help us deliver solutions for our clients: analytics engine, productivity tools, workflow, dissemination, and knowledge management. Watch the full video to learn how these building blocks contribute to our work.

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Increasing B2B demand and sales through digital transformation

Investment in technology is not enough for successful digital transformation or how your customers perceive you as a brand. The key is to join the dots (people-process-technology elements) across customer touchpoints and their journey – an aspect that most companies miss out on. It is about connecting every single customer focused effort to a common goal, using key digital tools, to compete and win.

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The winning formula for sell-side research teams

Given the proliferation of internet data, budget cuts and proposed regulations seeking separate payment for sell-side research, there is a significant focus on leveraging intelligent automation in research.

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Will regulation reshape the index industry?

Since the LIBOR scandal, financial regulation has tightened throughout the index industry. The need for greater risk reduction and compliance is more important than ever. What options are available for index providers and users such as asset managers?

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Where artificial intelligence (AI) fails

Do you think that Artificial Intelligence can do everything? In the Silicon Valley there is a firm belief in the power of machines. Marc Vollenweider (CEO, Evalueserve) doesn’t think so! Watch our fourth video to learn more.

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A 360º framework for business growth

A carpenter is only as good as his tools. Similarly, data is only as good as the analyses built on top of it. The most important question for any organization is ‒ what is the company doing with the data that is available? Is it being analyzed to understand each customer’s journey and build lasting relationships with them, to acquire new customers, and to gain profitability? These goals call for a holistic 360-degree approach aimed at deriving meaningful insights from innumerable internal and external data sources.

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Is technology integration the only way forward for banks?

Banking success hinges on continuous transformation, which is a truly herculean task. What is the best course in light of recent sector trends? ‘The Future of Banking’ seminar discussed critical problems facing the sector, the pros and cons of different banking approaches, and if technology will emerge as its backbone in the near future.

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Data & analytics driven customer retention framework

Managing customer churn is vital to business performance. As is researched and proven, a 5% improvement in customer retention rates increases profitability by 25 to close to 95%, as it is many times more expensive to acquire new customers than it is to retain an existing one.

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Selecting data sources the smart way

Making the assessment of whether the right data source is being used is difficult and has always required considerable research experience. However, new technological developments are making it possible for even a newbie researcher to have this information readily available.

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What makes us different from other players

In our third video, Evalueserve’s CEO Marc Vollenweider talks about why mind+machine is the key differentiator for the company, and what is the difference to IT companies.

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Automation fosters creative intelligence

Think automation: will it make humans redundant or obsolete in their work environments? Will the increasing adoption of automation to remove manual effort lead to job cuts – especially in the knowledge services sector? We do not think so.

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Three useful books on analytics for executives

When one searches for “analytics” within books on Amazon.com, one gets well over 30,000 results. Clearly, a lot of books have been published on the topics of analytics and big data, particularly over the past decade. In this blog post, our author Mahesh recommends three of them.

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Winners: Best lead generation tool B2B Marketing Expo

best lead generation tool developed by evalueseve

Amongst 15 nominees, the Sales Intelligence tool was chosen as the award winner for the Best Lead Generation Tool, and was nominated for the Sales Productivity Product/Service award at the B2B Marketing and Sales Innovation Expo in London, UK. Proof that mind+machine works!

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How asset managers can do more in less time

Increasing competition demands that asset and marketing managers automate their process of generating information and insights. Modern knowledge management systems can go a long way in helping a company stay relevant.

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Evalueserve’s new website is online

Evalueserve’s innovative website shows the whole width of solutions and products Evalueserve can offer. The team took Evalueserve’s mind+machine™ strategy to heart, and used current website technologies, as well as human logic to develop the site.

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The benefits of mind+machine™ for our clients

In his second video, our CEO Marc Vollenweider talks about the four benefits of our mind+machine strategy for our clients: 1) Productivity increases 2) Reduce time-to-market 3) Quality improvements 4) Provide new capabilities to give our clients an edge in the market.

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10 TED talks on mind+machine™

See the list of 10 must-watch TED Talks on mind+machine™ in our latest blog entry.

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Automation to enhance professional services

By leveraging automation to allow our analysts to focus on more value-adding and challenging work, we enhanced our services, which resonates very well with our clients. It is great to see that we are not the only firm which is thinking along this line.

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Evalueserve powered by mind+machine™ – definition

Evalueserve’s strategy is based on mind+machine. Now, what is mind+machine? Mind+machine is the optimum mix between the human mind, supported by a machine. Neither one of the two works on its own. Human only is too expensive, machines only simply doesn’t work.

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Why banks struggle with BCBS 239?

Complying with the risk data management principles in BCBS 239 is challenging for many banks. Why are they struggling to bring their risk data aggregation and reporting in line with that framework? We take a look at the reasons for these difficulties.

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How humans stay relevant in the age of automation

How will automation impact work in the future? In contrast to the negative scenarios about large-scale job losses frequently portrayed in the media, findings from research by McKinsey paint differnt picture of how automation is likely to affect jobs.

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The impact of robo-advisors on wealth management

Wealth management fintech opens up new possibilities for companies and clients. Even though they haven’t captured a significant market share, robo-advisors are having an impact on the wealth management industry. This new article looks at the case in detail.

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Virtual mind+machine™ assistants from Evalueserve

It is more useful to think of automation’s impact at a task-level, rather than thinking about it at a job-level. For complex knowledge-based tasks and workflows in the enterprise, it is best to combine human and machine intelligence – mind+machine.

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Modular approach to database subscription management

Database subscription management is a high-priority activity for financial services firms. Not surprisingly, data managers place enormous emphasis on being compliant, beating subscription costs, and optimizing subscriptions through scalable processes.

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Evalueserve is proud to inspire Britain!

There are many awards and listings, but as an entrepreneur, some make you prouder than others. For the second time already, we have been chosen as one of 1000 companies to inspire Britain by the London Stock Exchange (LSE).

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Humans, automation and the future of work: A reading list

There has been a flood of books on this topic in the last year or two. We have compiled a reading list of the top business books on automation and the future of work.

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Algorithm picks most successful US CMOs in 2015

Business Insider recently ran an interesting post on this topic based on the results published from an algorithm by ExecRank. The featured CMOs come from a variety of industries, such as media, technology, retail, and industrial as well as consumer goods.

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How software is changing recruitment

With a year-on-year growth of 10.7% to a value of $11.7 billion (2014), the executive search and leadership consulting industry and the businesses it serves are facing a major challenge: they need to find good talent, faster.

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Financial services need the right mix of mind+machine™

In our modern, data-driven business environment, banks and other professional services firms place a premium on efficient and reliable information management. What can business information services do to meet those expectations?

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Mind+machine™: The latest updates

Evalueserve has made great headway for our clients with our mind+machine™ approach. Our CEO Marc Vollenweider takes a look at the impact of our automations in this post, revealing just how many working hours we can “automate away”.

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Mind+machine™: The future of the services industry

These days the media are full of articles about the age of the machines that can do almost everything using big data. Is this really the case or is human intervention still important? And what is the true meaning of ‘almost anything’?

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