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    IC Sanitization Guide

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    Radoslav Robert
    This document provides guidelines for sanitizing intellectual capital documents to protect client confidentiality while still sharing knowledge. It explains that sanitizing removes client names and identifiers, veils financial data, and anonymizes recommendations. The author is responsible for sanitizing their work, but can get help. A standard methodology of replacements and anonymizations is suggested to maintain consistency. Materials like public profiles may not need sanitizing.

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    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd

    IC Sanitization Guide

    Uploaded by

    Radoslav Robert
    181 views10 pages
    This document provides guidelines for sanitizing intellectual capital documents to protect client confidentiality while still sharing knowledge. It explains that sanitizing removes client names and identifiers, veils financial data, and anonymizes recommendations. The author is responsible for sanitizing their work, but can get help. A standard methodology of replacements and anonymizations is suggested to maintain consistency. Materials like public profiles may not need sanitizing.

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    This document provides guidelines for sanitizing intellectual capital documents to protect client confidentiality while still sharing knowledge. It explains that sanitizing removes client names and identifiers, veils financial data, and anonymizes recommendations. The author is responsible for sanitizing their work, but can get help. A standard methodology of replacements and anonymizations is suggested to maintain consistency. Materials like public profiles may not need sanitizing.

    Copyright:

    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    181 views10 pages

    IC Sanitization Guide

    Uploaded by

    Radoslav Robert
    This document provides guidelines for sanitizing intellectual capital documents to protect client confidentiality while still sharing knowledge. It explains that sanitizing removes client names and identifiers, veils financial data, and anonymizes recommendations. The author is responsible for sanitizing their work, but can get help. A standard methodology of replacements and anonymizations is suggested to maintain consistency. Materials like public profiles may not need sanitizing.

    Copyright:

    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    of 10

    Intellectual Capital Capture Redesign

    Fundamental Guide to the Sanitizing of Intellectual Capital

    August 2005
    Sanitizing fundamentals: Why sanitize?

    Sanitizing client documents helps ensure client confidentiality while still


    capturing the best practices, tools, methodologies and ideas from A.T. Kearney
    engagement teams

    Sanitized materials can be more widely and more quickly shared among groups
    worldwide

    Ideally, all sanitized materials have already passed the screens for innovation, universality
    and transferability and represent solid, repeatable learning

    Sanitized documents are the building blocks for firm-wide intellectual capital (IC)

    Documents included in the IC Tracker (Shareable IC) must be sanitized prior to posting

    A.T. Kearney 7/8.2005/43039A 2


    Sanitizing fundamentals: Protecting our clients

    The basic goal of sanitizing documents is to hide the clients identity and other
    confidential information while maintaining the integrity of information about
    the engagement, process, work plans, techniques, methods and industry
    When in doubt about the confidentiality of information in a document, it is necessary to shield
    all identifying details

    The client name should be removed and replaced with a generic description (e.g., North
    American Rail Company)

    Veil or revise financial results or projections

    Remove client-specific recommendations or situation analyses

    Delete the Production Services document number

    Unless the client has granted specific, written permission


    that the client name and details of the engagement can be
    shared, this information should be sanitized before adding
    materials to the IC Tracker (Shareable IC)
    A.T. Kearney 7/8.2005/43039A 3
    Sanitizing fundamentals: Who is responsible for IC
    sanitizing?

    Each author is accountable for ensuring that the approved engagement IC capture, synthesis
    and sanitizing

    As the owner of sanitizing, the author can support this activity in a number of ways:
    The author (team member) knows the project context and content and should know how to
    sanitize properly.
    Administrative Support: If it is merely a search-and-replace sanitizing activity, an
    administrative assistant or an editor in Production could be asked to do this. If there is a
    need to understand the content/context at all, an AA/Production editor should not be asked
    to sanitize.
    PKS: While this is not a PKS accountability, they might be enlisted to help with sanitizing if
    they have some capacity to do it and the engagement team is overwhelmed with
    engagement work. Like the engagement consultants, the PKS will bring context and
    content to the task.

    A.T. Kearney 7/8.2005/43039A 4


    Sanitizing Fundamentals Client Confidential Material

    Confidential material: Using a standard methodology for


    sanitizing materials will help us achieve more consistent
    materials

    Type of Information Fundamental Changes Other Considerations

    Sample Client Name (e.g., Sara (Client name); client or diversified Some clients given their size or specialty,
    Lee Corporation) consumer-goods manufacturer might be difficult to hide. In this case, a broader
    industry descriptor should be used

    Division or Parent Company (Division name) or (parent name); It may be necessary to assign divisions
    Name (e.g., Bali Company) client division or client parent; or consistent numbers or letters for the entire
    division X and division Y document

    Product Name (e.g., Hanes, (Client product name); product H; If many products are referenced, it is often
    Leggs) hosiery product easier to remove all labels

    Geographic References (e.g., Plant X, plant Y; southern U.S. If a city that is closely linked with the client is
    Winston-Salem Knitting Plant) facilities; Central American mentioned, it should be shielded
    operations

    Financials and Numeric Results $ MM, $ B; $XX,XXX Simply rounding numbers is not sufficient:
    X.X%; cycle time of X published industry norms should be used or, if
    unavailable, the real numbers can be multiplied
    by an unusual number (like Pi or square roots)

    The tone of the document will dictate which format is best,


    but once this is determined, consistency is vital

    A.T. Kearney 7/8.2005/43039A 5


    Sanitizing Fundamentals Other Considerations

    Other considerations: Even with a conscious effort to


    sanitize all client-confidential materials, past practices and
    future needs will require adjustments to the process

    Materials that do not need to be sanitized


    Company or competitor profiles where all information comes from published sources or the
    client information has been approved by the project or client officer
    Proposals (if the job was not won; proposals should be sanitized if the work initiated)
    Documents that do not meet the innovation, universality, transferability screen and should
    not be kept for future use (In other words, if it is deemed important enough to add to the IC
    Engagement Plan, dont bother)

    A.T. Kearney 7/8.2005/43039A 6


    Sample Unsanitized and
    Sanitized Slides

    A.T. Kearney 7/8.2005/43039A 7


    Example of S&OP input: Forecast variance by brand

    Analysis of Absolute Forecast Variance by Brand Unsanitized


    (January to May) Monthly Base (Millions of Pounds)
    17.8

    11.0
    9.8
    8.1 7.6
    6.6 6.7
    4.3 4.6
    1.9

    Frosted Raisin Corn Froot B.S. Frosted Corn Rice Special K Apple Special
    Flakes Bran Flakes Loops Mini Wheats Pops Krispies Jack Pack

    % Monthly 16% 17% 40% 31% 24% 25% 28% 22% 72% 34%
    Variance
    % Total 15% 12% 11% 8% 7% 6% 5% 5% 4% 4%
    Volume

    % Total 8% 7% 15% 10% 7% 6% 6% 4% 6% 2%


    Variance

    Top 10 brands = 71% of variance

    Source: Client forecast accuracy reports (by month)


    A.T. Kearney 7/8.2005/43039A 8
    Example of S&OP input: Forecast variance by brand

    Analysis of Absolute Forecast Variance by Brand Sanitized


    (January to May) Monthly Base (Millions of Pounds)
    16.0
    14.1
    14.0
    12.0
    Change
    Scale
    10.0 8.7
    7.7 Multiply All Numbers on
    8.0 6.4 6.0 Chart by a Random Number
    6.0 5.2 5.3
    3.4 3.6
    4.0
    1.5
    2.0
    0.0
    Change Product
    Names to FF RB CF FL MW CP RK SK AJ SP
    Abbreviations

    % Monthly 13% 13% 32% 24% 19% 20% 22% 17% 57% 27%
    Variance
    % Total 12% 9% 9% 6% 5% Multiply
    6% All Numbers
    4% on 4% 3% 3%
    Volume Grid by a Random Number

    % Total 6% 5% 12% 8% 5% 5% 5% 4% 5% 2%
    Variance

    Multiply by a
    Top 10 brands = 56% of variance Random Number

    Source: Client forecast accuracy reports (by month)


    A.T. Kearney 7/8.2005/43039A 9
    Sanitizing Fundamentals Intellectual Capital

    Sanitizing fundamentals: What are the benefits to


    sanitizing IC?

    Sanitized documents form the foundation for client communication packages


    and firm-wide IC
    If a document presents a new or improved capability, efforts should be made to ensure that
    the deliverable reflects the best examples of A.T. Kearney know-how

    From analysis of sanitized documents, we should be able to identify new products or


    offerings and determine the best means to communicate them to clients

    Client-work products or sections of deliverables from numerous engagements can be


    combined into best practice packages around a specific capability

    These best practice packages can include: client communication presentations,


    explanatory pieces, case studies, tools, methodologies or tool kits

    A.T. Kearney 7/8.2005/43039A 10

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