GenevaERS History Overview and Participants
The following is notes about the beginnings of GenevaERS, as compiled by Randall for a reunion of team members in April 2019 in Chicago. The content is supplemented by the...
History
SAFR Open Source Rationale
The following slides were used with existing customers to explain the rationale for SAFR Open Source in April 2020
Research on Next Generation SAFR: 2017
The following is an R&D effort to define the next generation of SAFR, composed by Kip Twitchell, in March 2017. It was not intended to be a formally released paper,...
Consolidated Data Supply Chain: 2016
The following slides were developed while consulting at 12 of top 25 world banks about financial systems from 2013-2016. Although not specific to GenevaERS, it delineates the causes of the...
SAFR Overview for Technical Audiences: 2012
Although this deck was started in 2009, it was the primary tool used in talking about GenevaERS (renamed as the IBM Scalable Architecture for Financial Reporting in 2009) since 2012....
SAFR and A Smarter Planet for Financial Reporting: 2011
The following was written as part of a renewed sales initiative for SAFR, building upon the latest financial ledger projects. This write-up written for IBM sales efforts, was used as...
Global Universal Bank Case Study: 2010
The following presentation was Rick Roth’s last major presentation before retiring, one of the founders of Geneva. More about this time can be found in Balancing Act: A Practical Approach...
Financial Management Solution (FMS): 2009
The following presentation was built after a major successful project using Geneva/SAFR at a large, international bank, moving from tooling to a fully formed business configuration system. Additional details about...
Solution Competitive Analysis: 2005
The following deck gives a sense of the internal analysis of where Geneva played in the market circa 2005. This was developed after (1) multiple start-up initiatives to commercialize the...
Offer for Sale: 2004
In 2004 IBM considered divestiture of GenevaERS to protect customer applications. This was the resulting memo summarizing operations and the business. More information about this time can be found in Balancing...
GenevaERS Introduction to IBM: 2003
On October 1st, 2002, IBM closed the acquisition of PricewaterhouseCoopers Consulting division, and with it gained access to GenevaERS. This deck was built to introduce the product to IBM, wondering...
Digineer Solution Blueprint: 2002
The following are two solution blueprints by an additional attempted start-up to license Geneva. In this instance, the platform was to be ported to the Intel Itanium processor, putting a...
Airline Mines Data for Lost Revenue: 2000
An R&D statistical study at a Fortune 100 airline suggested that millions of dollars each month were being lost due to lost revenue. The cause of the lost revenue ranged...
nGravity Initial Spin-off: 2000
The following presentation is composed of materials created for a launch of nGravity, and start-up around the commercialization of Geneva from PricewaterhouseCoopers. Ultimately the restrictions on investors because of the...
Global Investment Bank Analyzes Trade Level Detail: 1999
[An investment bank arm], a division of [a major Swiss bank], chose Geneva ERS to manage its Detail Repository, a central component of the Global General Ledger SAP implementation. This...
Event Based Principles: 1998
This deck was used to explain many of the principles Geneva was built upon. This deck is from perhaps near the year 2000, but the subsystem architecture slides were from...
Financial Services Company Projects: 1998
The following citation, in summary at the top, with more detail below, are for a large financial service firm. More about this time can be read in Balancing Act: A...
Performance Statistics: 1998
The following workbook contained various performance statistics gathered from benchmark efforts at a number of customers, from 1996 to 1998. More about this time can be read from Balancing Act:...
Global Hi-Tech Manufacturer Manages SAP Data: 1997
After this Fortune 100 firm implemented multiple SAP modules, they tackled the problem of analyzing all the integrated data captured by the new system. But running the SAP processes 24...
SAP High-Volume Operational Reporting/Data Warehousing: 1996
Summary of Sizing Concepts and Architectural Alternatives Richard K. Roth September 15, 1996 [More about this time can be read in Balancing Act: A Practical Approach to Business Event Based...
