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   Enterprise Database Tip Sheet

  

CREATE YOUR ENTERPRISE SEARCH:

On the Enterprise Search page choose your search categories from the left side of the page.  If you want to search for a specific account click on Search By Enterprise Name, then enter the company name.  Remember that it has to be an exact match, so do not type Inc. or Co. if you do not know exactly how the company name is spelled in the database.  After typing the enterprise name, click on Save This Selection.

If you want to search for enterprises that are not named accounts, but have geographic or technology characteristics, you can select your criteria from the left side of the Enterprise Search page.  If you want to search for enterprises headquartered in your geographic territory, click on Enterprise Headquarter Geography and choose the description of your territory, for example State.  Then select your state and click on Save This Selection at the bottom of the page.

GET RESULTS:

After choosing your selection criteria, scroll to the bottom of the page and select :“Go Get” 1) List of Matching Enterprises.  You will now need to select your targeted enterprise by clicking on the blue link that is the enterprise name. 

ENTERPRISE SECTIONS:

There are several views of the enterprise that you can access from this Enterprise Summary page.  Along the top of the page are a number of sections – they are all blue links.  To get further information on the enterprise for each section, click on the blue link.  Following are the enterprise sections and the information found in each one.

1) Enterprise Summary: You will now be in the Enterprise Summary of the enterprise.  This summary will give you a quick look at the number of sites that are linked to this enterprise in the database, the enterprise type and rank, # of employees enterprise-wide, etc. 

2) Contacts:  We collect C-Level contacts at the enterprise.  For example, CEO, CFO, CIO, etc. are reported on this page.  These contacts are different from the 18 functional contacts collected at the site.  You can export this contact list by clicking on the Export List link above the contacts.

3) Financials:  We report the historical financial records where available to help you track previous growth and results.  Use the “Stock” link to access current financial performance and more detailed business analysis from Yahoo! Finance.

4) Technology Totals:  The technology totals for the enterprise are based on the technology totals collected at the sites that are linked to the enterprise.  We roll-up the technology totals from the sites to obtain the enterprise technology totals.  The two available fields for each technology are the Total Collected Quantity and At Number of Sites.  Since we roll-up the site level totals, the At Number of Sites field shows how many sites reported the presence of the technology at their sites. 

5) Enterprise Structure: Click on the + sign in front of the enterprise name.  The enterprise structure will drop down.  The structure shows the ownership of the enterprise.  Each individual site in the database that is linked to the enterprise is in this structure.  Each blue link is a site and it shows the state where the site is located.  Each Division or Subsidiary of the enterprise will have a + sign in front of the Division names. When you open the Divisions you will see the sites linked to each division.  Divisions will have sites that are Divisional Headquarter sites shown as “DIV” and the Enterprise Headquarter site will have “HQ”.  You can export this enterprise structure tree by clicking on the Export Tree link in the top right corner of the structure box.

6) Enterprise Site List:  You will get a list of all of the sites linked to the enterprise with detailed information about the sites.  To customize the information shown for each site, you can click on the add/remove fields link located above the blue line.  (This is the same option that is available when doing site searches instead of enterprise searches)  You will come to a screen that allows you to check up to 30 fields that you would like included in your spreadsheet of information on the linked sites.  After adding your customized fields, click on Accept Changes at the bottom of the page.  Now, you can export this list of sites by clicking on Export List above the blue line.

7) Summary Graphs:  The summary graphs are a great tool for vendor share analysis.  You can choose which product you want to analyze from the Chart Type drop down menu.  For example, you can choose Desktop PC share and the vendors that are installed enterprise-wide will appear as a percentage of the whole in the graph. 

If you would like to switch to site searching and reporting to further research your accounts, click on the Get Data tab and select the Go Get Site Searches and Reports link.




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