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Archive for August, 2010

Social Media Policies

Posted by Jennifer Stein on August 27, 2010

For those companies who wish to step beyond monitoring social media and into the realm of engagement, one of the most prevalent concerns is how to control that engagement when individual employees are involved.

Allowing individuals to participate in social media on behalf of your organization is a big step.  In order to ensure that your corporate message, brand, and reputation are protected, it is essential to have a solid social media policy in place.

A social media policy sets the ground rules for employees participating in social media on behalf of the company.  It outlines what content or topics are and are not permissible; defines the organization’s policy for responding to others within these media; and clearly states how employees are expected to conduct themselves when speaking on behalf of their employer.

Some companies require disclaimers (such as “the opinions expressed are my own…”).  Some companies encourage employees to speak as individuals, in their own voice, while others prefer that everyone express a standardized corporate tone.

The decisions you make will be as unique as your organization; what is critical is that these policies be set before starting, and that all employees who will be involved in social media are well-versed and on board with these polices.

Two excellent examples of social media policy best-practices that I’ve come across are those provided by Ford, and by Salesforce.com (see links, below).  These companies have made their social media policies public.  They may provide you with a useful jumping-off point for crafting your own customized policy.

Posted in Social Media | Tagged: , | 1 Comment »

FPinfomart Scavenger Hunt: Labour Day Recipes

Posted by Jennifer Stein on August 25, 2010

Note that we are leaving behind the weekly numbering of the scavenger hunts and will begin instead to include some information about the topic in the post title.

The rules: the first person to enter the correct answer in this post’s comments will be declared the winner. Please follow the answer format below so that we know you’ve used FPinfomart to find your answer!

Whatever you’re doing for Labour Day, chances are pretty good that food will be involved in your celebrations.  Search our Archive for a great Labour Day recipe.

  1. What recipe did you find? Recipe Card
  2. Why did you choose this recipe?
  3. Will you try making it?
  4. Provide a citation for the recipe (headline, date, and publication name).

Posted in Scavenger Hunt | Tagged: , | 2 Comments »

Data you may not know you had: FP Advisor Light

Posted by Jennifer Stein on August 20, 2010

We’ve just updated many of our help documents, and I’d like to share some of these valuable resources with you over the next few days.  This is the the next of these help document spotlights.

In addition to our better-known selection of news content, FPinfomart.ca also provides access to a variety of valuable Canadian corporate information.  Most of our customers’ subscriptions includes access to at least a portion of our FP Advisor content.  Check the left-side navigation menu on FPinfomart.ca – if you can click any of the items under the FP Advisor heading, you can use this content!  (Some of you may subscribe to the full FP Advisor module; in which case you’ll have access to tools and data in addition to those outlined here).

For descriptions of the tools and resources you may have access to, read our FP Advisor Light Summary help document.

Additional posts on FP Advisor content can be found here.

Posted in Tips | Tagged: , , | Comments Off

Getting better monitoring results: Personal Profiles

Posted by Jennifer Stein on August 19, 2010

We’ve just updated many of our help documents, and I’d like to share some of these valuable resources with you over the next few days.  This is the the next of these help document spotlights.

Personal Profiles are saved searches that allow you to monitor the media for news stories of interest to you and your organization. By using keywords and phrases to define topics you wish to follow, Personal Profiles will compile relevant news items each day from our complement of sources. Your Profile results are updated every time you refresh your Personal Profiles page.

Personal Profiles summary

Personal Profiles are your media monitoring hub.

Assistance in creating, editing, and optimizing Personal Profiles is one of the most common inquires we receive in both our Customer Service, and Training departments.  We’re always happy to help – but if you’re looking to get started on your own, please feel free to take a look at our Personal Profiles help document for some handy tips and tricks.

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Customize your experience: FPinfomart Settings

Posted by Jennifer Stein on August 17, 2010

We’ve just updated many of our help documents, and I’d like to share some of these valuable resources with you over the next few days.  This is the first of these help document spotlights.

Did you that you can change the number of hits you see on a page of results?  Turn document highlighting on or off?  Turn the morning e-mail on or off, or change your e-mail address?  Change your password?  Create, edit and delete Source Libraries?  And manage all of your Alerts in one place?

Some of our readers may not be aware that there are several useful settings that can be adjusted on your FPinfomart account.  In fact, if you scroll down to the bottom of the FPinfomart navigation menu on the left side of the website, there is a portion of the menu dedicated to Settings.

Settings Menu

The Settings menu, at the bottom of the left-side navigation pane.

Please read the Settings help document for details on what each of these can do for you.

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FP Advisor: Mergers and Acquisitions Enhancements

Posted by Yvonne Yip on August 16, 2010

Use Financial Post Crosbie Mergers & Acquisitions in Canada to quickly drill down into specific transactions in the areas that are of vital interest to your firm or clients. You can search for merger, acquisition and divestiture activities by vendor, acquirer, target, deal type, deal value and industry. There are two different search pages to meet your specific needs: simple search (default) and advanced search. Information goes back to 1994 and is exportable into Microsoft Excel.

M&A Enhancements

We have now added Financial Advisors to our Mergers and Acquisitions reports!  This can be searched via our drop down menu in Simple Search within our M&A database.

Navigation menu

Click "Mergers & Acquisitions" to locate the Simple Search form.

simple search

In this sample, RBC Dominion Securities was selected from the Financial Advisors drop-down menu.

results set

There are 148 results. We'll look at the Petro Canada deal.

full text result

RBC Dominion Securities was one of the Financial Advisors for the Petro Canada deal.

Posted in FP Advisor | Tagged: , | Comments Off

Monthly Poll – August 2010

Posted by Jennifer Stein on August 12, 2010

As we enter our fall training season, we want to ensure we are meeting all your FPinfomart learning needs. Please let us know what you are looking for from our training programs by completing our monthly poll.

The poll closes on Friday, August 20th at noon (Eastern time).

August 2010 monthly poll (on SurveyMonkey).

Posted in Monthly Poll | Tagged: , , | Comments Off

FPinfomart Scavenger Hunt – week 20

Posted by Jennifer Stein on August 11, 2010

The rules: the first person to enter the correct answer in this post’s comments will be declared the winner. Please follow the answer format below so that we know you’ve used FPinfomart to find your answer!

Believe it or not, a Spider-Man musical is coming soon to the Broadway stage.

  1. What is the full title of this production?
  2. What is its scheduled debut date?
  3. Which famous musicians have penned the music?
  4. In which Broadway theater will the musical be held?
  5. Note that each answer is in a separate article.

Posted in Scavenger Hunt | Tagged: , | Comments Off

FPinfomart Monthly Newsletter – August 2010

Posted by Jennifer Stein on August 11, 2010

Our monthly newsletter was sent by e-mail yesterday afternoon. A PDF copy is attached here.

If you do not already receive our newsletter and would like to be added to our distribution list, please see our information page.

FPinfomart Monthly Newsletter August 2010

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FP Advisor: Enhancements to Corporate Surveys

Posted by Yvonne Yip on August 10, 2010

Our FP Corporate Survey database provides detailed corporate and investment information on all companies publicly traded in Canada. We have recently added improved keyword searching capabilities to our Corporate Survey database.

Corporate Surveys Enhancements

We have implemented more ways to search over 4,000 companies from all the public and private companies covered by Corporate Surveys. You can now search via keyword in “Operations,” “Capital Stock,” “Subsidiary,” “Major Shareholder” and find all types of Services providers – “Lawyers,” “Auditors,” “Transfer Agents” and “Bankers.”

FP Advisor menu

Click "Corporate Surveys" in the FP Advisor section of the navigation menu to begin.

Keyword search

For this example, we'll search for "Deloitte" as the auditor.

results set

We'll select Absolute Software Corporation from the list of results.

Full text result

Within the full text result for this company we can see that the Auditor is indeed Deloitte & Touche.

<!–[if !mso]> <! st1\:*{behavior:url(#ieooui) } –> Our FP Corporate Survey database provides detailed corporate and investment information on all companies publicly traded in Canada. We have recently added improved keyword searching capabilities to our Corporate Survey database

Posted in FP Advisor | Tagged: , , | Comments Off

 
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