Streamline Inc. (Headquarters: Shinagawa-ku, Tokyo; President and CEO: Yoji Kajiyama) has released a case study on OTEC Co., Ltd.'s adoption of its IR material creation support service, "LEAD (Read)." Through this implementation, design rules for financial presentation materials were established, and information was neatly organized from a professional viewpoint. This has contributed to creating an environment where the focus can be on developing the content to be communicated, as well as achieving a significant reduction in operational workload.

Background to Outsourcing Material Creation and the Deciding Factor for Implementation

OTEC Co., Ltd. had previously produced IR materials such as financial presentation materials in-house. However, requirements surrounding IR, including responding to mid-term management plans and enhancing non-financial information, have been increasing year by year. Consequently, preparing high-quality, well-designed materials in a short period became a major challenge. Additionally, there was a desire to address the tendency to cram too much information onto a single slide due to prioritizing importance.

While searching for an external partner specializing in IR materials, the clear and helpful production examples of other companies in the same industry, posted on LEAD's website, became the deciding factor for this request.

Effects of Implementing "LEAD"

Significantly Improved Material "Readability" Through Professional Information Organization Information that tended to be crammed onto slides was appropriately structured from a professional perspective. By creating a clear distinction from the overall story to the details of each topic, the materials were revamped to be significantly easier for investors to understand.

Streamlined In-house Update Work Through Establishment of Clear Design Rules Clear rules for graph representation, color charts, and layout were designed. By creating specifications that maintain consistency, update work after delivery became smoother, leading to a significant reduction in workload. Simultaneously, a favorable environment was created where focus could be placed on content development.

Material Design - Before -

Material Design - After -

▼Details of Design Rules and Actual Production Slides Here On the official website, in addition to the full interview, the design of the financial presentation materials (Before/After) that were actually created is also published. URL: https://www.virtual-planner.com/case/19722/

Evaluation of the IR Material Creation Support Service "LEAD"

Overwhelmingly fast response, handling revisions that occurred right before disclosure in a short amount of time

Design proposals with clear intent, allowing new suggestions to be accepted with confidence

Reduction in search time due to careful plan proposals and accurate answers to questions about other companies' examples

[Comments from Person in Charge] What was particularly impressive was the speed of response. Although schedules were tight and revisions occurred right up until just before disclosure, we were helped by their ability to respond in a short period. During design proposals, they explained the intent, so we were able to accept new designs with confidence. Also, when we were unsure about choosing a plan, they provided optimal suggestions and accurately answered questions like 'What kind of slides do other companies create?', which helped reduce our search time.

Quote: OTEC Co., Ltd. Implementation Interview

About the IR Material Creation Support Service "LEAD"

"LEAD" is a service that comprehensively supports the creation of investor relations materials such as financial presentation materials, mid-term management plans, and business plans and matters concerning growth potential. We have a track record of creating IR materials for companies in various industries, from IT to various manufacturers.

Please feel free to contact us via our website for consultations regarding IR material creation. Service Site: https://www.virtual-planner.com/ir/

About Streamline Inc.

Streamline Inc. operates under the philosophy of "Evolving business through the rationalization of communication." In 2016, they launched the material creation agency service "Virtual Planner," and in 2021, they started offering "LEAD," a service specializing in IR material creation support.

Specializing in PowerPoint material creation services since its founding, the company has supported a cumulative total of over 1,100 companies in 10 years. They receive requests from various industries, and have produced over 3,000 sets of materials. Furthermore, they have already exceeded 250 transactions with listed companies, providing services with solid trust and numerous achievements.

Company Name

Streamline Inc.

Representative

Yoji Kajiyama

Location

Meguro Center Building 8F, 3-2-1 Kami-Osaki, Shinagawa-ku, Tokyo

Established

February 2016

Business Activities

- Operation of the business material creation agency service "Virtual Planner" - Operation of the IR material creation support service "LEAD" - Development and operation of the slide generation AI service "ReDeck"

URL

https://www.stream-line.co.jp/

FACT BOX

  • Source: PR TIMES
  • Category: News
  • Products / services: LEAD / ReDeck