Sample Questionnaire.

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   General Data 

Legal Status:

Sector-Business Area (NACE):

Interviewee Position:

Date:

Foundation Year:

Target Market:

   Financial Perfomance 
current year last
(estimation) fiscal year

  Assets

Fixed Assets:

Current Assets:

Stocks:

Debtors:

Cash at bank and in hand:

  Liabilities

Capital and Reserves:

Floating Debt:

Long-term Debt:

Annual turnover:
 Gross profit:

Earnings before taxes:

Total number of employees:

   Sector performance 
current year last
(estimation) fiscal year
(%) (%)

Average increase of sells:

Average capital return:

Average profit margin:

   Competitors 
List the most important enterprises in your sector, according to your opinion

Market share (%)

1.:

2.:

3.:

4.:

5.:

   Geographical characteristics of competition 

Intense Regular Not Intense

Domestic competition

Foreign competition

   General characteristics of competition 

Please indicate your opinion regarding the following sentences

Disagree Agree
 The business environment supports our company's
survival        
The demand for our products will be high
       
Profit margin increase is very high
       
The competition is intense related to the prices
       
The competition is intense related to the quality of
products        
The competition is intense related to the innovation
embeded in new products        

   Marketing characteristics 
Please indicate your opinion regarding the following sentences

Disagree Agree

The consumers are not loyal to brand name

       
We need continuous changes in our marketing plans
       
The life cycle of our products is very long
       
The products in our market are continuously changed
and improved        
We can easily predict the marketing moves of our
competitors        
The rate of demand and consumer needs can be
easily predicted        

   Types of collaboration with other companies 

Licensees:

Subcontracting entrusting:

Subcontracting assumption:

Horizontal partners:

Vertical partners:

   Recent changes in the sector 

 (Concerns substantial and important changes and facts carried out during the last three years, in the sector, i.e.:
Proprietary status, Merging & Acquisition, Organization structure, applied technology, production, products, penetrating
in new markets, Legislation etc.)

   Predictions 
Predictions concerning the impact of the following parameters on competition for the
next three years

New competitors:

Subsistent products:

Products distribution:

Relations with the

suppliers:

Economic
environment:

Political environment:

Legislation:

Technological
advancement:

   Products 
Enter the most important products or categories of products of your company.

Turnover
Main categories of products Added value(%) (%)

1.:

2.:

3.:

   Production Process 
 Indicate the production process of your product - category of products

Project:

Batches:

Production line:

Continuous flow:

Mixed:

   Extroversion 
Your main suppliers are:

Public organizations:

Industry:

Business:

Your main clients are:

Public organizations:

Industry:

Business:

Consumer:

   Description of the business process - added value 

   Technology changes in the following three years 
Please indicate the degree of technology advancement for this product related to:

Low High

The technology embeded into this product

       
The equipment used for the production of this
product        
The processes used for the production of this product
       

   Sources of the main applied technologies 

Internal R&D:

R&D in collaboration with other Institutions:

R&D contracted to external Organizations:

R&D developed by the parent company:

Training of specialized personnel:

Hiring of specialized personell:

Acquiring of know-how:

Other:

   Areas of R&D interest 

Informatics:

Electronics & Optics:

Microelectronics:

Biotechnology:

Control, Automation, Robotics:

New Materials:
 Methods of production engineering:

Computers, Hardware and Software:

Other:

   Patents 
Number Remark

1.:

2.:

3.:

   Technical Abilities 
In which technology sector has your company developed a specific competence?

Can your company use this competence in the frame of another business action?

   Human resources 
Scientific (%) Technical (%) Support (%)

Percentage of personnel:

   Expenses realized in the last 2 years 

Expenses

Buildings-Sites:

Equipment-Transportation Means:
 Licensees, Patents, Trademarks:

Software:

Technical & Scientific personnel:

   Technology profile 
(Company's innovative technology profile in comparison with competitors)

Lower Higher

Use of state of the art methods and equipments

       
Development of state of the art products
       
Adoption timescale of technological
factors/background        
Degree of technological factors/background
       

   Critical factors of business actions 

(Critical factors of business actions in comparison with competitors related to technological background.)

Lower Higher

Raw materials expenses

       
Equipment expenses
       
Labor cost
       
Technical and scientific personnel's expenses
       
Know how cost
       
Profit margins per product
       

   Performance in technology exploitation 

(Company's performance in technology exploitation in comparison with competitors.)

Lower Higher

Personnel's ability of training and adjustment to the

new technological evolutions        
 Technology watch ability
       
Ability to adopt new technological evolutions
       
Ability to develop innovative products
       
Ability to have access to scientific experts and
Knowledge        
Ability to take advantage of the company's
experiences and Knowledge        

   Technology Advances 
Please indicate the most important technology advances of your company in the last
three years related to:

  Products

  Business processes (production, marketing, etc)

   Product technologies 
(Please specify the most important technological parameters for future changes and improvements for the products in
the following three years.)

Most
Not Important Important

       

       

       
        

       

   Processes 
(Please specify the most important technological parameters for future changes and improvements in business processes
(production, marketing, etc) in the following three years.)

Not Important Most Important

CIM / CAD-CAM
       
System for preventive Maintenance
       
Concurrent engineering
       
Reverse engineering
       
Project management
       
Enterprise resource planning (ERP)
       
Material requirement planning (MRP I/II)
       
Activities based costing
       
Logistics
       
Quality standards (ISO, HACCP)
       
Statistical quality control
       
Automated quality control
       
Bar code readers
       
Local area networks
       
E-commerce
       
Benchmarking
       
 Reengineering
       

       

       

   New R&D fields 

(New research and development fields in the following three years.)

Not Important Most Important

Informatics
       
Microelectronics
       
Control, Automation, Robotics
       
Methods of production engineering
       
Computer, Hardware and Software
       
Electronics & Optics
       
Biotechnology
       
New Materials
       

       

       

Technology Audit v1.0b

© 2001, HTTC, Greece