asolutionforwomenslawworkgroup

Generic Party Capabilties

Wicked Design SolutionsLisa Martinez

• Person • Person with relationships to a legal entity

Generic Components

• Person elects to buy an asset• Person commits to an investment

Person in a retail transaction

Perspectives

Table of Contents

2013 @ Copyright WICKED Design Solutions

How many companies have strong cultures of governance and even a consistent awareness when polling employees? ◦ For me governance starts with the Board of Directors, who craft the

expectations for known and potential unknowns impacting the way decisions are made.

Let’s be completely transparent


• Employee• Supplier• Customer• Consumer

Party

• Products/Software • ServicesOffer

• Location• Pricing and interest with tax and duty fees• Structure of financingFinancial

Generic Components


Management Capability◦ Manage the create, read and update with

managed record retention versus delete or purge. Business Activities must be grouped in a series of

Task to ensure due diligence. ◦ ETL – Integration technology must not alter inputs

in backend processes. Transaction Capability

◦ Expense◦ Revenue

Party


Any company can collect these details from a number of sources.

Voice of the customer◦ “My fathers name was never used other than k-6th

grade. Can you tell me how my data as a minor was sold to

a search company? I’ve never had an id or anything official using the

name in that name. “

A person protects

Birth Record

Social Security

#

Education

RecordsHealth

Records

Driving and

Insurance Records

Personal Information


School

Person

Car

Social Networking

Job

Phone

Banking

Personal Identifiable Information

Professional

Networks To get these services

Each assigns an ID

Birth Record

Social Security

#

Education

Records

Health Records

Driving and

Insurance Records

PersonalInformation


Consumer Privacy - Protect


an education consumer

a driver and insured person

an Employeea healthcare

insured person

an occupant or home owner

A person Basic needs for each consumer


Person

Personal Connections

Job Search

A person with internet Family Needs


Stakeholder Perspectives

Organization to OrganizationCurrent State

Employee 1 per organization Networked Future State

MFG

•Customer•Broker and

Dealer

Broker and Dealer

•Customer •Finance

Company

Finance Company

•Consumer Customer

•Supplier Broker and Dealership

MFG

•Customer•Broker and

Dealer

Broker and Dealer

•Customer •Finance

Company

Finance Company

•Consumer Customer

•Supplier Broker and Dealership

2+2+2=6 3+1=4


Variance +2 Captures of Personal InformationLess risk to an error in releasing my detailsLess power in transporting mine and others

between organizations

6 4 2


Employee

MFG

DealerBroker

Financial Investmen

t

Retail with Credit


The Thing

Manufacturerbuilds a thing

Dealership or Broker

Acquires the Things from

MFG

A consumer buys or

commits to finance a

things

A finance company

invest in the thing for the

consumer

Perspectives


Private Industry• Localization – any geography

• For a profit indicates several things around tax and reporting to the Security Exchange Commission.

Anywhere in the world we have things organizations sell in the private sector.

Anywhere in the world a consumer may purchase with cash or credit.

A finance company may make an investment in a legal binding relationship with the consumer who becomes the finance companies customer.
