Finance

Financial decision-making goes to the heart of any organization. Improving the quality of financial outcomes in a highly competitive environment can mean the difference between success and failure.

Ethelo enables organizations to improve their financial outcomes by increasing the diversity of input, improving transparency and accessing hidden knowledge.

Budgeting

Budgeting exercises are the most important activities an organization will undertake, but they can also be the most difficult to coordinate. Ethelo provides key stakeholders a structured forum for discussion and appropriate level of influence in evaluating not only the different budget proposals, but also the key assumptions that underlay the projections.

Corporate Budgeting Demonstration
Community Budgeting Demonstration
Criteria Selection Demonstration
Vendor Selection Demonstration
Procurement Policy Demonstration

Purchasing

Procurement and purchasing decisions must follow an objective process that involves the application of criteria and observes constraints such as price and other requirements. In these examples, Ethelo is used to identify, weigh and apply a set of criteria and requirements to some major purchasing decisions.  It is also used to development a socially responsible procurement policy.

Purchasing

Procurement and purchasing decisions must follow an objective process that involves the application of criteria and observes constraints such as price and other requirements. In these examples, Ethelo is used to identify, weigh and apply a set of criteria and requirements to some major purchasing decisions.  It is also used to development a socially responsible procurement policy.

Criteria Selection Demonstration
Vendor Selection Demonstration
Procurement Policy Demonstration

Granting

Blending expert perspectives to evaluate a group of grant applications in an objective manner is easier said than done. Its difficult to bring judges in the same room, let along ensure that a set of criteria is applied in a transparent way. Vancity Credit Union has used Ethelo for 3 consecutive years, allocating more than $1m to dozens of non-profit organizations.

Vancity Case Study
Granting Demonstration
Real Estate Risk Assessment Case Study
Strategic Risk Assessment Case Study
Forecasting Demonstration

Risk Assessment and Forecasting

A critical element of business success is prediction – what are the opportunities, the risks, where will the market grow, and how much? Ethelo can help focus the insights of a experienced group of experts to aggregate knowledge and make more reliable predictions, creating critical insight for business planning.

Risk Assessment and Forecasting

A critical element of business success is prediction – what are the opportunities, the risks, where will the market grow, and how much? Ethelo can help focus the insights of a experienced group of experts to aggregate knowledge and make more reliable predictions, creating critical insight for business planning.

Real Estate Risk Assessment Case Study
Strategic Risk Assessment Case Study
Forecasting Demonstration

Investing

One of the most challenging types of group decisions are investments, when critical knowledge and experience is spread over a group of experts whose time and ability to convene in person is limited.  Ethelo has successfully helped groups of Angel investors focus and aggregate their collective intelligence to identify the best opportunities for investment.

Angel Forum Case Study
Demonstration 1
Demonstration 2
Financial Product Design Demo

Financial Product Design

Products are market-ready when both prospective customers and vendors have had an active role in designing them. In this demo, Ethelo enables a financial institution to engage customers to evaluate, discuss, and suggest key financial product features to co-create a popular, practical customer offering.

Financial Product Design

Products are market-ready when both prospective customers and vendors have had an active role in designing them. In this demo, Ethelo enables a financial institution to engage customers to evaluate, discuss, and suggest key financial product features to co-create a popular, practical customer offering.

Financial Product Design Demo