![radius-profile[1]](https://cdn.slidesharecdn.com/ss_thumbnails/307ae757-9cfc-4d2f-b6a9-f0623a064241-161203073738-thumbnail.jpg?width=560&fit=bounds)
More Related Content
What's hot (13)
Similar to CV Client Services - Fall 2010 (20)
CV Client Services - Fall 2010
- 1. CV Services Fall 2010
- 2. CV Services Fall 2010 2 CCRYSTAL VISION CLIENTRYSTAL VISION CLIENT SERVICE MESSAGESERVICE MESSAGE How Will Strategic Planning Save Your Business? The Crystal Vision Strategic Intelligence Sphere Business without strategy is the equivalent of the earth without water and air lifeless, barren, and doomed for extinction. Johnson and Scholes defined strategy as the direction and scope of an organization over the long-term: which achieves advantage for the organization through its configuration of resources within a challenging environment, to meet the needs of markets and to fulfill stakeholder expectations". This is why we exist. Businesses that are serious about strategy are serious about existing in their respective marketplace. They take their operation seriously, customers seriously, and their strategic mission seriously. Our competencies are layered within a solution based strategic framework formulate the strategy, execute it with precision, implement the clients vision, validate its effectiveness. Without strategy there is nothing. If it exists, we will refine. If it there is none, we will build it. If it is good, we will make it exceptional. Indecision has destroyed many great businesses. Without a clear mission statement, organizational growth plan, and strategic roadmap to effectively navigate on the competitive landscape companies lacking the recipe for success will wither and fade into oblivion. Our firm will ensure your organization will not suffer this fate. We believe that there is a common denominator that can level the playing field and provides businesses of all sizes and types with an equalizing force strategic intelligence. In conjunction with our proprietary 9-point Client Service Strategy, we will develop a sustainable pathway for growth customized specifically for your business. Ideas are generated to address critical issues, strategy formulated, thoroughly executed, and precisely implemented. To ensure maximum yield, we validate the sustainability of the solution through post-implementation stress testing. We offer smart solutions for companies seeking to be the best as what they do. Our service offerings are crafted to optimize your current operating environment. Learn more about how we could be of service to you and partner in your success. Our Client Value Proposition Core Client Services What We Do How We Do It Audit Risk Management Project Management Advisory Services Lean Six Sigma Policies & Procedures Regulatory Compliance System Integrations Strategic Planning & Analysis Business Development Business Analytics Staffing & Support Crystal Vision 9-Point Client Service Strategy: Understand the Business Elimination of Waste (Lean) Extension of the Business Process Optimization (Six Sigma) Cost Effective Solution Management Business Impact Analysis Risk Assessment & Mitigation Best-In-Class Process Modeling Strategic Sustainability We are what we repeatedly do. Excellence then, is not an act, but a habit. -Aristotle Solution Strategy (How + What + When + Who * Cost = Organizational Sustainability) Strategy Formulation Strategy Execution Strategy Implementation Strategy Validation
- 3. CV Services Fall 2010 3 Our Services CV MATRIX CONFIDENTIAL Page 1 of 5 INTERNAL USE ONLY Capabilities Category Concentration Execution Strategy Audit Sarbanes-Oxley 302 & 404 Financial Statement Forensic Operational Internal Controls SAS 70 Information Technology & Systems Fraud Anti-Money Laundering Anti-Bribery Code of Conduct/Ethics Patriot Act BASEL II COBIT Accounting Finance IT Operations Compliance Legal Corporate Governance Corporate Controllership Internal Audit Financial Reporting Problem: Material weakness/deficiency discovered within annual financial statement audit; misstatement of earnings with luxury goods company Approach: Develop customized internal control framework - executed analytics across 3-years of financial statements, conducted robust diagnostic (Business Process Owner Q&A), risk assessment, quarterly control testing for high risk processes, conduct "What Can Go Wrong Analysis," segregation of duties, management interviews (tone at the top assessment), resource competency assessment, enhanced existing accounting policies and procedures to align with firm wide corporate governance policy Recommendations: Implement Integrated SOX ERM Model, monthly financial statement review, in-depth analytics model, accountability model, monitoring, authorization and approval delegation of authority Client Value Proposition (CVP): Enhanced Internal Control Environment, Regulatory Compliance, Organizational Accountability Risk Management Enterprise Risk Financial Risk Regulatory Risk Operational Risk Risk Monitoring COBIT Accounting Finance IT Operations Treasury Operational Risk Management Compliance Corporate Governance Financial Reporting Problem: Code of Conduct Violation (Embezzlement) at consumer goods organization Approach: Analyzed all violations over three year period to analyze trends/adverse patterns; management interview by diagnostic questions; data mining. Recommendations: Developed global operational risk model to proactively monitor and identify fraudulent activities on a quarterly basis Client Value Proposition (CVP): Risk Mitigation, Regulatory Compliance, Capital Preservation Project Management Mergers Acquisitions Divestiture Audit Six Sigma Due Diligence Technology Integrations Business Development Joint Ventures & Alliances Accounting Finance IT Operations M&A Project Management Organization Quality Control Information Technology Internal Controls Problem: Unwind $2B credit portfolio from core portfolio within top tier global consumer bank Approach: Develop strategic project plan; conduct due diligence; complete risk impact assessment; prioritize critical processes and potential control issues associated with divestiture Recommendations: Create divestiture guidance plan and documentation; align with key stakeholders; integrate residual process activities into core operations; eliminate residual waste Client Value Proposition (CVP): Methodical, consistent, repeatable approach to launching critical organizational initiatives within pre- established timelines and budget. Enhanced ROI and yield.
- 4. CV Services Fall 2010 4 CV MATRIX CONFIDENTIAL Page 2 of 5 INTERNAL USE ONLY Capabilities Category Concentration Execution Strategy Advisory Services Organizational Assessment Process Implementation Strategy Execution Best-Practices Enterprise Risk Management Business Transformation Research Capital Spending Corporate Strategy Transition Management Change Management Training & Development Human Capital Competency Assessment Accounting Finance IT Operations Treasury Corporate Governance Internal Audit Quality Control Corporate Controllership Financial Reporting Problem: Organizational downsizing with limited contingency planning Approach: Determine organization value of remaining human capital Recommendations: Assess human capital competencies by developing a quantitative performance measurement model to objectively analyze the effectiveness of all resources; create tangible scoring methodology and criteria to track performance and develop critical resources Client Value Proposition (CVP): Customized Best practice advisement to yield best in class results; transfer of knowledge. Lean Six Sigma Root Cause Analysis Failure Mode and Effect Analysis Lean Process Management Quality Control Performance Measurement Process Management Process Design Process Mapping Accounting Finance IT Operations Manufacturing Corporate Controllership Quality Control Problem: Poor execution and cycle time for generating customer credit decisions; high ratio of decision-based errors within top tier manufacturing & consumer goods company Approach: DMAIC Six Sigma Methodology: Define (Identify Problem), Measure (Measure Performance to Requirements), Analyze (Identify Best Practices/Assess Process Design), Improve (Design/Implement New Process and/or System), Control (Review/Monitor Process) Recommendations: Develop a credit risk analysis model which incorporates pre-established risk thresholds, decision criteria, and parameters to eliminate judgmental errors, functional inefficiencies, and process waste Client Value Proposition (CVP): Process Efficiency, error reduction, streamlined credit analysis framework, operational consistency, improved cost benefit, loss mitigation attributable to bad-debt, elimination of process waste Policy & Procedures Financial Regulatory Compliance Operational Audit Technology Whitepapers Desktop Process Proposals Accounting Finance IT Operations Treasury Information Technology Audit Corporate Governance Internal Audit Quality Control Corporate Controllership Financial Reporting Problem: Existing policies do not successfully fulfill corporate governance and regulatory requirements within top tier global bank Approach: Develop best-in-class, comprehensive policies and procedures ingrained with internal control focus Recommendations: Created a policy & procedure development that incorporates and aligns corporate governance requirements such as risk management, escalation management, change management, delegation of authority, segregation of duties, internal controls, information security, confidentiality, user access of key systems to compliment core process elements, desktops work instruction, and process mapping Client Value Proposition (CVP): Streamlined process documentation to create streamlined cross functional efficiencies; transfer of knowledge; centralized process control with a significantly enhanced focus on corporate governance and audit requirements
- 5. CV Services Fall 2010 5 Donec interdum Pellentesque: Consectetuer: CV MATRIX CONFIDENTIAL Page 3 of 5 INTERNAL USE ONLY Capabilities Category Concentration Execution Strategy Regulatory Compliance Sarbanes-Oxley 302 & 404 The Patriot Act Anti-Money Laundering Anti-Fraud Anti-Bribery BASEL II U.S. GAAP IFRS Taxation Know Your Customer The Foreign Corrupt Practices Act Accounting Finance IT Operations Legal Internal Audit Compliance Corporate Governance Treasury Corporate Controllership Problem: Global Employee Code of Conduct program not established to safeguard against AML, AB, AF, FCPA activities within prominent consumer goods company Approach: Develop Code of Conduct policy and annual certification for 80% of exempt employees, contractors, and third party suppliers; integrate into existing SOX audit model Recommendations: Develop a web-based training and certification platform to ensure all required employees receive appropriate COC training on an annual basis Client Value Proposition (CVP): Safeguard against adverse legal and regulatory exposure that may negatively impact a client's operation; protection of assets; contingent liability management System Integrations General Accounting & Ledger Systems Reporting Systems Inventory Systems Trading & Execution Systems The Foreign Corrupt Practices Act Accounting Finance IT Operations Internal Controls Problem: Legacy accounting and general Ledger system chart of accounts not aligned with new source system Approach: Obtain general ledger account structures and hierarchies from both legacy and new source systems; analyze and align; assess against US GAAP/IFRS requirements Recommendations: Address critical segments of the Balance Sheet, Income Statement, Statement of Cash in priority to ensure that data migration, account structure, and hierarchies are properly mapped within the new source system; develop a leaner global chart of accounts; re-evaluate sub accounts structures that are "one-off" biased Client Value Proposition (CVP): Singular global chart of accounts; enhanced management reporting capabilities; consistency across all Strategic Business Unit; simplified consolidation process and regulatory reporting filing to government regulators (SEC). Strategic Planning & Analysis Business Impact Analysis S.W.O.T. Human Capital Management & Assessment Competitive Analysis Industry Analysis Business Continuity Planning Disaster Recovery Exit Strategy Entry Strategy Sustainability Accounting Finance IT Operations Corporate Controllership Financial Planning & Analysis Problem: New market entry push with limited competitor knowledge within top tier manufacturing & consumer goods company Approach: Porter's Five Forces framework for competitive analysis Recommendations: Develop a Competitor Intelligence System to execute a structural analysis of the industry to capture the following: competitive rivalry within the industry, threat of substitutes, threat of new entrants, bargaining power of customers, and bargaining power of suppliers. Client Value Proposition (CVP): Provided a comprehensive framework to ascertain competitor capabilities relating to product lines, distribution, marketing & selling, operations, R&D, costs, financial strength, general management ability, corporate portfolio; created a definitive "check-point" system to assess probability/feasibility of successful market entry
- 6. CV Services Fall 2010 6 CV MATRIX CONFIDENTIAL Page 4 of 5 INTERNAL USE ONLY Capabilities Category Concentration Execution Strategy Business Development Business Life Cycle Analysis Small Business Development Business Planning Fundraising Capital Management Cash Flow Management Cost Structure Analysis Loan Management Non-Profit Development Accounting Finance, IT Operations Corporate Controllership Problem: Mid-level service business seeking infrastructure development guidance Approach: Four-point plan - Develop a "world-class" business plan + apply BCG's Sustainable-Growth Model + apply BCG's Experience Curve Framework + apply McKinsey & Co's Strategic Planning Model Recommendations: Develop a "world class" business plan that would rival the best corporations to refine the overall strategic mission (5-10 years); understand both critical financial and operating risks that could potentially lead to business failure (BCG Sustainability Model); Consider factors such as labor efficiency, process standardization & improvement, efficient use of capital (equipment), product (service) design or redesign (BCG Experience Curve Framework); aggressively manage strategic planning initiatives - financial, forecast-based, external, strategic management (McKinsey & Co Strategic Planning Model) Client Value Proposition (CVP): Improved cost structure, increased margins, improved cash flows, feasible long-term growth projections, well-defined strategic framework, in-depth competitor knowledge, better controls and operational risk environment Staffing & Support Accounting Finance Treasury Information Technology Operations Audit/Internal Controls Compliance & Corporate Governance Financial Planning & Analysis Budget Management Project Management Leadership Accounting Finance IT Operations Treasury Financial Planning & Analysis Compliance Corporate Controllership Problem: Absence of formal Project Management Organization (PMO) to lead high exposure, critical global initiatives for mid-market manufacturing and consumer products company Approach: Lead project initiative on behalf of the client in the absence of key resources Recommendations: Manage the initiative through entire project lifecycle - initiation, planning & design, executing, monitoring & controlling, closing, implementation Client Value Proposition (CVP): Effective project management provided best-in-class quality within project scope, designated timelines and stringent budget requirements; significant cost savings; development best practice project management framework
- 7. CV Services Fall 2010 Crystal Vision New York | New Jersey | Connecticut P: 914.844.4752 F: 914.902.5736 Email: clientservice@crystalviz.net Insightful Strategic Intelligence Servicing Clients With The Attention They Deserve CV MATRIX CONFIDENTIAL Page 5 of 5 INTERNAL USE ONLY Capabilities Category Concentration Execution Strategy Business Analytics Financial Analysis Data Analytics Financial Modeling Trend Analysis Performance Measurement Balanced Scorecard Forecasting Risk & Credit Analysis Collections Benchmarking Data Mining Accounting Finance Treasury IT Operations Manufacturing Corporate Controllership Operational Risk Management Credit Risk Problem: Corporate restructuring altered corporate mission statement, customer service proposition, and performance measurement standards for global pharmaceutical company Approach: Analyze current strategic plan, financial plan, marketing plan, operating plan, annual reports, quality improvement programs, customer analysis, interviews with executives, industry analysis, competitive analysis Recommendations: Implement Balanced Scorecard Client Value Proposition (CVP): Financial- improved operating income, return on capital, gross margins; Operational - increased production efficiency, product delivery, quality, cost management; Knowledge & Technology - implementation of best practices, enhanced leverage of technologies, protection of critical assets