How to Make the Best Use of
e-Portfolio
Contents
• What are the new features and benefits?
• How to use My e-Portfolio Overview
• How to manage your existing e-Portfolio
• How to ensure that you add businesses to your
e-Portfolio correctly
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Why e-Portfolio?
Managing risk in today’s business world is a balance between
controlling costs and increasing revenue to maximise
profitability, in a time poor environment.
And on average 80% of bad debt comes from existing customers
or suppliers as opposed to new applicants
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What are the benefits of portfolio
management?
Over recent years risk strategy has evolved into a portfolio
approach, managing both incoming and existing accounts.
Innovative D&B customers are now looking for solutions that
enable them to manage their portfolio easily and help them
approach risk management more proactively.
By applying portfolio management techniques, you can
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mitigate hidden risks in your portfolio
recognise the positive opportunities in your portfolio
improve cash flow
reduce costs
save time and improve profitability
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To Be Successful, Businesses Need to
Make Informed Decisions
• The success of these business decisions depends largely on
the quality of the information behind them
• There is a direct correlation between quality information and
profitability
• The purpose of e-Portfolio is to make it easier & more cost
effective for you to access fresh information everytime you
have a decision to make.
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Particularly, When Businesses Change
So Frequently
• In the next 60 minutes …
– 11 corporate businesses will go into liquidation or have receivers
appointed
– 7 business addresses will change
– 49 business telephone numbers will change or be disconnected
– 3 directorship (CEO, CFO, etc.) changes will occur
– 89 businesses will fail
– 96 new businesses will open their doors
– 35 corporate companies will change their names
• So in a year…
– 7 % of businesses move annually
– 1 % of CEOs will change
– 2.3 % of Telephone numbers will change
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What are the benefits ?
e-Portfolio Version helps you improve cash flow and
profitability through confident decision-making based on
easily accessible live data across your complete customer
portfolio.
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Presentation of today’s risk across your complete portfolio
Powerful new tools to allow you to use this fresh information
Quicker access to today’s scores, ratings and to full D&B reports
you can add your own account data alongside D&B information to
simplify decision making.
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How to use My e-Portfolio Overview
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My e-Portfolio Overview Page
Counts of how many
businesses are on your ePortfolio and under View &
Review
A clickable new graph showing
Today’s Risk Exposure across all
business you have on View &
Review
Details of recent
monitoring notices
Prior warning of monitoring &
View & Review cases ready for
annual renewal.
New options to
personalise how you
order products
News of most recent
changes
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Using e-Portfolio Overview to
understand recent changes
New pages showing the reasons for Monitoring Notices,
with access to the detailed monitoring notice and single
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click delivery of free reports, if applicable.
How to manage your existing e-Portfolio
There are a number of ways to search your ePortfolio:
1. Click on one of the links above, to run a
specific search
2. Click on the graph to see all cases
included
3. Select “Search My e-Portfolio” from the
My Portfolio drop-down menu, to define
your own search
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Searching my e-Portfolio
This is the default view for
searching your e-Portfolio
You can search for businesses
by:
1.
2.
3.
4.
Name, location or business
identifier
Risk Indicator and risk
trends
Changes that have
occurred
The product level you are
using
To see all search options click
the + or – symbol in each
blue row.
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All search options
This shows all search options.
You will not be shown all of
these unless you select them.
You can use any combination of
these search options to refine
how you view your portfolio.
Beware, some combinations
may result in no cases matching
your chosen search criteria.
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Commonly used search examples:
All businesses showing improving risk
Find all customers that
have improved since you
first looked.
Have you still got
appropriate credit limits?
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Commonly used search examples:
All businesses declined to a Risk Indicator of 4
These businesses are
showing increased and
significant levels of risk.
What do you need to do?
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Commonly used search examples:
All businesses undergoing specific types of change
For example, find all businesses
that have produced new
Financial Information over a
selected period of time.
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However you search, we will quickly
show you critical risk information
Select business
name to
see more detail
Today’s Risk
versus
your Initial Risk,
Today’s
Credit Limit
Links to
Your Own
Notes
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You can access a range of information from
Search Results
Select business
name or DUNS to
see more detail,
via a new Mini
Report
Select Free Report
to quickly see today’s
View & Review report
Or click Comments
to either view an
existing account
note, or to
add a new one.
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New Mini Reports, provide a quick
summary, alongside your own data.
Risk Overview explains
Today’s Risk Indicators
& shows trends against
when you first viewed
a report
You can also add your
own account data to
easily compare your limits
with D&B’s
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Use mini reports to add your own
information, or see full D&B Reports
Click any of these titles
if you wish to add your
own account information
If you would like to see more
Information, click here to see
your free report
Or chose an alternative
product from the list
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How to ensure that you add cases to
your portfolio correctly
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Searching for a new business
When you request information for a business, this will be added to
your e-Portfolio, if not already present there. Your e-Portfolio contains
all businesses upon which you purchase reports and/or monitoring
All orders are checked against your Portfolio to see whether you
already have View & Review access rights.
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Selecting View & Review
In this example, the business will be added to you Portfolio as a
stand alone report order. If you want to receive monitoring &
View & Review rights, then select monitoring.
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If You Want View & Review on Most
Cases, ensure the default is set……
If you would like Monitoring &
View & Review rights to be
proposed on each enquiry ,
this can be easily changed in
User Preferences.
You can also select your
default report level and which
topics of data you monitor.
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Confirmation when ordering
When the default is set, you will be proposed
monitoring on all future orders.
This is confirmed in the blue message, and can be
de-selected on each order.
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When you add a name to your portfolio, you
will be given the option to add your own
information..
When you add a name to your
portfolio, after the report is viewed,
you will be given the option to add
your own information. You can also
amend the type of change you will
receive monitoring on.
To view your portfolio, click My ePortfolio Overview.
To order new reports, use the Quick
Search panel.
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Select Free Report for Quick Access to
Today’s Copy of the Report
If there is a Free Report icon,
Click
thisREPORT
to quicklyGRAPHIC
view today’s copy of
• ADD
the report. We will automatically deliver the
level of report you have View & Review access to.
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You can check & add monitoring
after viewing reports
If you have ordered a report without
monitoring, you will not be told of changes,
and your future report orders will all be
chargeable.
You can easily add monitoring and benefit
from View & Review rights by clicking here
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Check your monitoring set-up
If you have ordered a report with
monitoring, but decide after viewing the
report that you do not want this…
you can easily amend or cancel monitoring
and View & Review rights by clicking here.
If you cancel on the same day as ordering
you will not be charged.
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Cancelling monitoring
If you choose to cancel monitoring, you will
also lose View & Review rights for this
business (if applicable).
We ask you to confirm this before we
process the request.
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You can remove businesses from
your e-Portfolio You can remove businesses from your
e-Portfolio at any time as long as they are
not monitored. If they are, you should
cancel the monitoring first.
Deleting a business will remove all reference
to it in your e-Portfolio, including any data
you may have added.
We ask you to confirm this before we
process the request.
Note that there may be a delay between you
requesting a delete and it completing.
You will be shown if this happens.
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If the business you are searching already
exists on your portfolio with View & Review
rights…
If the business you are searching
already exists on your portfolio with
View & Review rights, you will be
directed to the Business Details
screen (The new mini-report).
Here you can see:
•Today’s risk indicators
•Your own account data
•A link to delivered monitored notices
•A single click to access today’s
report for free
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Mini Reports, now allow you to see
initial credit limits
Compare D&B’s current
maximum credit figure with that
shown on the original report you ordered.
You can see any changes,
and compare against your own credit limits
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