Patent Document ID: 7680711
Application ID: 10769718

Base Claim:
1. A computer-based method for evaluating portfolio management, comprising: interviewing a portfolio management industry expert thereby collecting: A) a weighting determined by said industry expert for each of a plurality of evaluation categories before asking evaluation questions associated with said evaluation categories, wherein said evaluation categories comprise categories of value chain steps and performance attributes, and B) responses from said industry expert to said evaluation questions, wherein said evaluation questions comprise groups of questions organized within each of said value chain steps and wherein some of said evaluation questions within said value chain steps are directed to said performance attributes and are interspersed across said groups of questions; inputting said weightings and said responses into a computer analysis tool; analyzing said responses to said evaluation questions in response to said weightings of said evaluation categories using said computer analysis tool for each of said value chain steps and said performance attributes; generating a computer generated analysis comprising: a value chain analysis for each of said value chain steps comparing an aggregate response value corresponding to said responses to said evaluation questions within each value chain step to the weighting associated with each value chain step that is determined by said industry expert; and a performance attribute analysis separate from the value chain analysis that is generated for each of said performance attributes comparing an aggregate response value corresponding to said responses to said evaluation questions that are interspersed across said groups of questions to the weighting associated with each performance attribute that is determined by said industry expert, said interspersed evaluation questions thereby being included in both said value chain analyses and said performance attribute analyses; and reporting said computer generated analysis to said industry expert contemporaneously with an interview of said industry expert that comprises said interviewing step, said inputting step and said analyzing step, wherein immediate results are provided to said industry expert and wherein scenarios of said weightings and said responses are immediately comparable.

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Claim 2:
2. The computer-based method according to claim 1 , wherein said computer generated analysis further comprises a value tree analysis, said value tree analysis grouping said responses to said evaluation questions from different categories of said evaluation categories into one of a plurality of_measurement categories thereby combining said grouped responses into an effectivity result for each measurement category, wherein weightings from said industry expert for each of said measurement categories are not input into said computer analysis tool, said value tree analysis further comprising recommended solutions based on said effectivity result.