Building Investment Banking Pitchbooks Faster Using the Microsoft Office System

An investment banking pitchbook solution can help companies decrease their pitchbook preparation time, improve pitchbook quality, and more effectively collaborate across pitchbook teams. Based on the Microsoft Office System, these solutions build upon familiar Microsoft technologies so they can be deployed quickly with minimal training costs.

Situation

Today, investment banking pitchbooks often use manual processes to assemble information and documents. The typical content components of a pitchbook include firm credentials, industry overview, team member biographies, relevant financial products and services, and client-specific financial information—key information that is likely to live in other parts of the organization in isolated systems.

The processes for creating and compiling this information are often time-consuming and labor-intensive, and depend on manual systems for compilation, approval, and production. These outdated systems and processes can lead to missed deadlines, inconsistent branding and messaging, lack of corporate compliance, and lost opportunities.



Solution

Investment banking pitchbook solutions based on the Microsoft Office System can help companies decrease pitchbook preparation time and improve the pitchbook quality. These solutions can help address specific pitchbook creation requirements by enabling:

• Presentation automation. By utilizing templates, content libraries and built-in features from desktop applications such as Microsoft Office PowerPoint 2003 and Microsoft Office Excel 2003, many time-consuming processes can be automated for faster pitchbook creation.

• Advanced modeling and data integration. By using key technologies such as Excel Web services and XML support, data from both internal and external information sources can be integrated directly and automatically into the pitchbooks.

• Single collaboration points. By enabling collaboration with Microsoft SharePoint Products and Technologies, the pitchbook creation process can be streamlined and organized around a common location for information sharing, task management, issue tracking, and scheduling.

Benefits

By adopting an investment banking pitchbook solution based on the Microsoft Office System, customers could:

• Save time and money by reducing pitchbook development cycle time.

• Improve corporate learning by promoting best practices and leveraging intellectual property.

• Raise pitchbook quality by ensuring consistency and compliance.

• Respond to opportunities more quickly by improving team communication, collaboration, and approval processes.

• Minimize deployment costs by taking advantage of existing investments in familiar Microsoft technology.


For Fact sheet of the solution
http://download.microsoft.com/download/9/C/F/9CFD362C-2523-4965-870F-38FB0E68E5F3/IPB_DataSheet.pdf

http://www.microsoft.com/office/showcase/pitchbooks/default.mspx