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OEM - Organizing for Effective Management

 
STEP ONE: Company Overview
STEP TWO: Industry Overview
STEP THREE: Manufacturing / Operations Overview
STEP FOUR: Industry Ratios
STEP FIVE: Latest News About Your Company
Citing Sources

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STEP ONE: Company Overview

Topic Sources
Company Website

Click into your Company's Website.  See if you can answer these questions:

  1. What products and services do they provide?
  2. Can you identify their primary industry?
  3. How big are they?
  4. What is their organizational structure?
  5. Are they public or private?

Some companies offer a link to "About the Company."  If the company is public, look for the "Investor Relations" tab to get the 10-K and the Annual Report  for an overview of recent performance.

Competitive Advantage & Financial Performance Look at 10-K reports and Annual Reports via Capital IQ or Mergent.

READ investment analysts reports via Investext


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STEP TWO: Industry Overview

Topic Sources
NAICS Code quick tutorial link Learn how to find the NAICS code for your company. Each industry has its own NAICS code. Many industry reports use the NAICS code to describe the industry and to identify key companies within that industry. For more information on NAICS codes, see the US Census Bureau web site.
Industry Report Log into IBISWorld, search by keyword or NAICS code, and obtain your industry report. IBISWorld gives in-depth reports on hundreds of industries, with a quick overview of how the industry operates and key company profiles.
For more information on your industry and to see how to analyze companies within that industry see also the S&P Industry Surveys. Use these reports to identify a public competitor.


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STEP THREE: Manufacturing / Operations Overview

Topic Sources
Products How Products Are Made: Look up your company's product on this site to see how it's made. Hint: use common words to describe your product.

Handbook of manufacturing processes: how products, components and materials are made
TS183 .B73
(On Reserve for OEM at the Library: ask for it at Information Desk 1.)


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STEP FOUR: Industry Ratios

Topic Sources
Ratios: Tutorial quick tutorial link Learn how to find an industry ratio.
NAICS Code quick tutorial link Learn how to find the NAICS code for your company
Ratios: Obtaining

Log into RMA eStatement Studies to obtain your industry ratio. Use the NAICS table to find your code, or use the keyword search to find your industry. Hint: try synonyms, like car or auto.

See also ValueLine or Compustat (via WRDS).

Do you know your company's annual sales? In the ratio report, look for the column that corresponds to your company sales size. Look for key ratios that help define industry performance. Can you translate these ratios into questions to ask your company?



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STEP FIVE: Find the Latest News About Your Company

Topic Sources
Finding Articles quick tutorial link

Learn how to find full-text articles.

Search for Articles quick tutorial link Learn how to use EBSCOhost.
Log into EBSCOhost.

Search by Company Name: Enter your company name in the search box and choose "Company Name" fom the drop down menu.

quick tutorial link

Learn how to use ProQuest.
Log into ProQuest.

Search by Company Name: Enter your company name in the search box and choose "Company Name" fom the drop down menu.

combine the company name with other terms, like:
General Motors and operations
Sysco and distribution
Starbucks and marketing

Be creative with your searches! Try different words to get different results.

Log into Factiva. Factiva is excellent for private companies!
Log into InfoTrac's Businss & Company Resource Center.
Great resource for company news and industry overviews. See the news articles organized by type. See also the top tabs for reports like "Industry Overview" and "Trade Associations."


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Last Updated On
May 12, 2008

 

 

 

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