Expert systems and their impact on the firm: the effects of PlanPower use on the information-processing capacity of the Financial Collaborative

Author

Sviokla, John J.

Author_Institution

Harvard Bus. Sch., Boston, MA, USA

Volume

3

fYear

1989

fDate

3-6 Jan 1989

Firstpage

791

Abstract

A discussion is presented of the Financial Collaborative (TFC), which is a small, expertise-intensive and relationship-orientated financial planning firm whose aim is to serve individuals with incomes of six figures or more who also have a net worth of over $1,000,000. In late 1985, TFC´s immediate needs centered on increasing its ability to write financial plans and to service clients better. TFC implemented PlanPower, an expert system which is designed to help financial planners create more accurate and comprehensive financial plans in less time. A discussion is presented of PlanPower implementation, focusing on pre- and postimplementation capacity and plan design

Keywords

budgeting data processing; corporate modelling; decision support systems; expert systems; financial data processing; Financial Collaborative; PlanPower; expert system; financial plans; information-processing capacity; relationship-orientated financial planning firm; Collaboration; Collaborative tools; Companies; Electronic switching systems; Expert systems; Financial management; Government; Hardware; Knowledge management; Uncertainty;

fLanguage

English

Publisher

ieee

Conference_Titel

System Sciences, 1989. Vol.III: Decision Support and Knowledge Based Systems Track, Proceedings of the Twenty-Second Annual Hawaii International Conference on

Conference_Location

Kailua-Kona, HI

Print_ISBN

0-8186-1913-9

Type

conf

DOI

10.1109/HICSS.1989.49199

Filename

49199