self rating user guide

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SELF-RATINGA WEB-BASED BUSINESS RATING

AND PRE-ALARM SYSTEM

USER GUIDE

January 2011Version: 1.0


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SELF-RATINGUser Guide

Disclaimer

Information in this document is subject to change without notice and does not represent acommitment on the part of ONTONIX S.r.l.

ONTONIX provides this document as is, without warranty of any kind, either expressed orimplied, including, but not limited to, its particular purpose. ONTONIX reserves the right tomake improvements and/or changes to this manual, or to the products and/or the programsdescribed in this manual, at any time.

THE SELF-RATING REPORT IS PROVIDED "AS IS" AND ONTONIX S.R.L.MAKES NO REPRESENTATION OR WARRANTY WITH RESPECT TO ITS

ACCURACY, COMPLETENESS OR CURRENTNESS. UNDER NOCIRCUMSTANCES WILL ONTONIX S.R.L. BE LIABLE FOR THE RESULTSOF YOUR USE OR MISUSE OF THE REPORT, INCLUDING ANY USECONTRARY TO NATIONAL OR INTERNATIONAL LAW; YOUR INABILITYOR FAILURE TO CONDUCT BUSINESS; OR FOR ANY INDIRECT,SPECIAL, OR CONSEQUENTIAL DAMAGES. THE REPORT MAY NOT BERE-SOLD IN ANY FORM OR MATTER WHATSOEVER.


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Index

Chapter 1 Getting Started......................................................... 1

Chapter 2 Data For Self-Rating ............................................... 3

Before Running Self-Rating .................................................................. 3

Using Analysis Templates ..................................................................... 4

Chapter 3 Running Self-Rating ................................................ 6


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Self-Rating User Guide

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11Chapter 1 Getting Started

About SELF-RATING

Self-rating is the Worlds first internet-based service that allowscompanies to diagnose and expose the hidden fragilities of theirbusiness models. The service helps businesses protect themselves fromthe dangers of excessive complexity which is the primary source ofexposure in a turbulent economy.

Self-Rating Highlights:

Fast and Easy to useThe process is fast it takes one minute. Using ready-to-usetemplates the process of self-rating takes a few minutes.

ObjectiveOne algorithm for everyone you use data you trust. Theservice is objective since the User is the only human in theloop.

DynamicA conventional rating process is typically carried out once ayear. But in todays turbulent and fast economy this is notenough. With Self-Rating quarterly, even monthly ratings canbe performed almost in real-time.

Accessible to everyoneThe idea behind Self-Rating is to reach every corner of theglobal economy, including small and medium enterprises. Thisis why Self-Rating is affordable and is available on the Internet.


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Service Features

Data Type and Size Self-Rating supports exclusively data in Microsoft Excel 2003

format.

The analysis is limited to 50 parameters (columns) and 50samples (rows).

Spreadsheets of 10 rows (or less) and 10 columns (or less),are processed free of charge.

Products Standard two-page Rating Report in pdf format.

Business Structure Map. This is a binary file which may beviewed interactively using MAPVIEW.

MAPVIEW, an interactive tool for Business Structure Mapnavigation.

FREE Analysis Templates

Convenient MS-Excel templates for fast data entry.

Templates for SME, Generic Corporation and Retail Bank.

Service Pricing

Rating Report 1 credit

Business Structure Map 2 credits

MAPVIEW - free of charge

Confidentiality and Data Handling

Uploaded data is never stored.

Uploaded data is destroyed immediately after processing.

Parameter names are optional and data may be processedwith or without text in the first row.


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22Chapter 2 Data For Self-Rating

Before Running Self-Rating

1. Read the present User Guide. The White Paper, which maybe downloaded from the Home Page of our website,provides an excellent introduction to Self-Rating.

2. Make sure you have at least two business parameters youwish to analyze and at least 12 (twelve) samples perparameter.

Preparing the Data

In order to perform a self-rating analysis of a business you must preparedata in appropriate format. Self-rating processes data arranged in theform of rectangular arrays such as MS-Excel spreadsheet. The columnsrepresent business parameters. An example of business parameters inthe case of an SME can be the following:

Orders

Backlog end of period

Value of production

Revenues

Costs for purchases

Costs for services

Personnel costs

Financial expenses

Etc.


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Small/Medium-sized Enterprise

Generic corporation

Retail bank

Templates may of course be modified to suit Users needs and are to beregarded as mere indications.

It is not necessary to provide variable names. In other words, you mayupload a spreadsheet containing only numbers.


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33Chapter 3 Running Self-Rating

The Process

Self-rating is a very simple 4-step process:

1. Download an MS-Excel template and populate it with data. In

alternative, prepare your own data.2. Upload the data for a format check.

3. Submit the data for processing.

4. Upon completion, download the Rating Report or the BusinessStructure Map or both.

The above process is the same regardless of whether you are running a

free-of-charge analysis, which limits the data size to 10 rows and 10columns, or a full analysis.

In order to run self-rating you must of course go to the following webpage:http://www.rate-a-business.com

Example

The self-rating process is performed in the central part of our website


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where you may find four sliding panels which move from right to left asyou complete the various steps of the process. You may click on thewhite vertical bars on the panels to see the process before you proceed.The process is explained in the case of free-of-charge analysis.

Step 1: Download TemplateAs mentioned, Users may either download a template or prepare theirown. Once the data has been prepared, click on Proceed in the firstpanel illustrated below.

Step 2: Upload Data and Format CheckYou are now ready to upload your MS-Excel spreadsheet. When the filehas been selected, click on Format check in order to verify if the dataformat and size are correct.


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If the format of the data is correct the following panel will appear,confirming that you may proceed to the next step by clicking onProceed.

Step 3: Process Data

Your data has passed the format check and may now be submitted to ourserver for processing. After having selected the items you wish to obtainyou may start processing at any time by clicking on Proceed in thepanel below.

Once the data has been processed this typically requires one to two


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minutes, depending on the data size and speed of your internetconnection, the following panel appears.

At this point you may proceed to the last step and download the results ofyour self-rating.

Step 4: Download ResultsThe last step of the process is completed by clicking on Download inorder to obtain the results of the analysis.

In the case of analyses comprising more than 10 rows and/or 10 columnsyou must login with your username and password. Once your data haspassed the format check, the following panel will allow you to select theitems you wish to purchase:


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Running larger cases may take a few minutes. For this reason, you will

be notified via e-mail that your analyses are available for download fromyou reserved area of the website, as indicated in the panel below.

An example of reserved area is indicated in the image below, where fourtabs may be noticed.


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self rating user guide

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