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SagaciousThink
Sage Ideas | Fresh Perspective | Sustained Success
Risk Management
SagaciousThinks Value

We offer companies:
 Sage ideas
 Fresh, holistic perspective
 Interim management
 Global views
 Deep operations experience


                 SagaciousThink - Confidential
Risk Management
Engage SagaciousThink

We work with our clients
in 3 Ways:
  Interim Management
  Targeted Projects
  Retainer



                  SagaciousThink - Confidential
Top 10 Start-Up Mistakes

    Poor Management                     Uncontrolled
    Acumen                              Growth
    Inexperience                        Poor Location
    Poor Financial                      Improper Inventory
    Controls                            Control
                                        Incorrect Pricing
    Weak Marketing
                                        Not a Transformer
    Failure to Develop
    a Strategic Plan

                 SagaciousThink - Confidential
Sagacious Contributes to
StartUps

   Thoughtful business plan/model development
   assistance
   Sound input on global expansion
   Clear planning and strategy assistance
   Critical risk analysis and risk mitigation planning
   Comprehensive market analysis and planning
   assistance
   Sage advice from experienced startup
   executives
                   SagaciousThink - Confidential
Risk Management
Your Potential Risk
Types of Risk Include:
    Financial (currency, cash flow)
    People (succession)
    Legal/Regulatory (contractual)
    Political (SOX)
    Product (adoption to market)
    Market (demographics)
    Operational/Reputational (missed deliverables)
    Environmental (earthquakes, fire)

                 SagaciousThink - Confidential
Risk Management Happens
 Risk Management
All the Time


 Before       During                          After
  Prevent     Mitigate                       Recover
  Mitigate                                    Learn




              SagaciousThink - Confidential
Risk Management
Active Risk Management
Identify & Understand Risk




                                         How Hungry Are You?




                                                                                                                            Align Organization Around Risk
                                                                                  Embed Risk in Operations
                             Determine                         Whats                                        Determine                                       Is
                             which                             your                                          which                                           everyone
                             risks                             companys                                     decisions                                       on the
                             matter                            appetite                                      affect the                                      same
                             most                              for risk?                                     companys                                       page?
                                                                                                             risk profile



                                                                   SagaciousThink - Confidential
Why PracticeManagement
       Risk  Risk
Management?
Can you afford not to?
    Your competition is doing it for strategic value
    (Market Watch -2010-04-27)
    Your ability to make informed decisions increases
    Senior Management has greater visibility into an
    organization
    Key stakeholders (i.e. regulators, customers,
    investors) expect a risk management program


                  SagaciousThink - Confidential
Project Management
  Project Management Office (PMO)
Office (PMO)
Why create a PMO?
    Over 50% of organizations with a PMO report
    improved project success and a standard
    methodology (CIO.com  Why You Need a Project
    Management Office, 07/01/03).
You Know You Need It Because
     You feel you cannot allow employees to take time off,
    as work cannot be readily handed off.
    Your clients are not happy with results, or feedback
    states performance is inconsistent.
    You feel you cannot promote people because you
    have no one to feel their shoes.

                  SagaciousThink - Confidential
Project Management Expertise
   Project Management
Expertise
What is it?
    Project management is the systematic ad
    organized set of processes that bring order and
    efficiency to the logistical details and team
    management of any project with a definable end.




                SagaciousThink - Confidential
Project Management Expertise
   Project Management
Expertise
You Know You Need It Because
     Your organization struggles to meet deadlines.
    The quality of your product is inconsistent.
    Stakeholders go elsewhere for information.
    Morale of the group is low.
    You cannot replicate past successes and prefer to
    think of it as luck.



                 SagaciousThink - Confidential
Project Management Expertise
   Project Management
Maturity
Maturity Level Brief Description
1. Unreliable     Sporadic use of project management. Lacking formal knowledge and documentation
Processes         of standards of project management. No training. Little organizational support.

2. Informal       Missing a formally approved pm methodology. Basic processes are not consistently
Processes         applied. Project participates are informed of pm standards, but do not apply these
                  standards appropriately. Lessons learned are not gathered.
3. Standardized   A pm methodology is developed, approved and used. Project participants are
Processes         informed about pm standards. Most projects are implemented using these standards,
                  with managements support. The focus is on individual projects
4. Monitored      An integrated project life cycle methodology is used. Application of the stand set is
Processes         monitored and fixed for all projects. Projects support the strategic plan. Project
                  benefits are tracked. Internal training exists. A PMO is established.
5. Optimized      Regular analysis and renewal of existing pm mythology is conducted. Lessons learned
Processes         is created. Knowledge transferred. Process in place to improve project performance.
                  Management focuses on continuous improvement.
                                   SagaciousThink - Confidential
Project Management Expertise
Global Guidance
Expanding internationally is daunting + rewarding
     What are the risks, opportunities?
     Which is the best market for my company?
     Who do I need to work with?
     Do I need a work visa?
     How do I start in a new country?
     Who can I work with?
     Which country should I start with?
     Do I hire or contract?
     How do I work with them?
     What is the tax situation like?
     FDI, license, export?

                   SagaciousThink - Confidential
Business Process Management
  Business Process
Management (BPM)
                           Sound processes can:
                             Reduce risk
                             Increase customer
                           satisfaction
                             Reduce operating costs
                             Improve attractiveness
                           to investors and partners


          SagaciousThink - Confidential
Sagacious View Management
  Business Process


                      We take in the big picture of
                      a company because
                      sometimes, what feels like
                      the problem is really the
                      symptom and we focus on
                      treating the root cause.


         SagaciousThink - Confidential
SagaciousThink




      sagacious |sgshs adjective
                         |

      having or showing keen mental
      discernment and good judgment; shrewd




              SagaciousThink - Confidential
SagaciousThink - Confidential
Welcome to the US
o Failure is an option
o At will employment
o Tax, tax, tax
o Markets are not the same
o Channels do not look alike




               SagaciousThink - Confidential
Funding in SV
o Understand Angel vs. VC
o Have product + team
o Be the cure (not the aspirin)
o Be compelling
o Know your market
o Know the protocol



                SagaciousThink - Confidential

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SagaciousThink Overview

  • 1. SagaciousThink Sage Ideas | Fresh Perspective | Sustained Success
  • 2. Risk Management SagaciousThinks Value We offer companies: Sage ideas Fresh, holistic perspective Interim management Global views Deep operations experience SagaciousThink - Confidential
  • 3. Risk Management Engage SagaciousThink We work with our clients in 3 Ways: Interim Management Targeted Projects Retainer SagaciousThink - Confidential
  • 4. Top 10 Start-Up Mistakes Poor Management Uncontrolled Acumen Growth Inexperience Poor Location Poor Financial Improper Inventory Controls Control Incorrect Pricing Weak Marketing Not a Transformer Failure to Develop a Strategic Plan SagaciousThink - Confidential
  • 5. Sagacious Contributes to StartUps Thoughtful business plan/model development assistance Sound input on global expansion Clear planning and strategy assistance Critical risk analysis and risk mitigation planning Comprehensive market analysis and planning assistance Sage advice from experienced startup executives SagaciousThink - Confidential
  • 6. Risk Management Your Potential Risk Types of Risk Include: Financial (currency, cash flow) People (succession) Legal/Regulatory (contractual) Political (SOX) Product (adoption to market) Market (demographics) Operational/Reputational (missed deliverables) Environmental (earthquakes, fire) SagaciousThink - Confidential
  • 7. Risk Management Happens Risk Management All the Time Before During After Prevent Mitigate Recover Mitigate Learn SagaciousThink - Confidential
  • 8. Risk Management Active Risk Management Identify & Understand Risk How Hungry Are You? Align Organization Around Risk Embed Risk in Operations Determine Whats Determine Is which your which everyone risks companys decisions on the matter appetite affect the same most for risk? companys page? risk profile SagaciousThink - Confidential
  • 9. Why PracticeManagement Risk Risk Management? Can you afford not to? Your competition is doing it for strategic value (Market Watch -2010-04-27) Your ability to make informed decisions increases Senior Management has greater visibility into an organization Key stakeholders (i.e. regulators, customers, investors) expect a risk management program SagaciousThink - Confidential
  • 10. Project Management Project Management Office (PMO) Office (PMO) Why create a PMO? Over 50% of organizations with a PMO report improved project success and a standard methodology (CIO.com Why You Need a Project Management Office, 07/01/03). You Know You Need It Because You feel you cannot allow employees to take time off, as work cannot be readily handed off. Your clients are not happy with results, or feedback states performance is inconsistent. You feel you cannot promote people because you have no one to feel their shoes. SagaciousThink - Confidential
  • 11. Project Management Expertise Project Management Expertise What is it? Project management is the systematic ad organized set of processes that bring order and efficiency to the logistical details and team management of any project with a definable end. SagaciousThink - Confidential
  • 12. Project Management Expertise Project Management Expertise You Know You Need It Because Your organization struggles to meet deadlines. The quality of your product is inconsistent. Stakeholders go elsewhere for information. Morale of the group is low. You cannot replicate past successes and prefer to think of it as luck. SagaciousThink - Confidential
  • 13. Project Management Expertise Project Management Maturity Maturity Level Brief Description 1. Unreliable Sporadic use of project management. Lacking formal knowledge and documentation Processes of standards of project management. No training. Little organizational support. 2. Informal Missing a formally approved pm methodology. Basic processes are not consistently Processes applied. Project participates are informed of pm standards, but do not apply these standards appropriately. Lessons learned are not gathered. 3. Standardized A pm methodology is developed, approved and used. Project participants are Processes informed about pm standards. Most projects are implemented using these standards, with managements support. The focus is on individual projects 4. Monitored An integrated project life cycle methodology is used. Application of the stand set is Processes monitored and fixed for all projects. Projects support the strategic plan. Project benefits are tracked. Internal training exists. A PMO is established. 5. Optimized Regular analysis and renewal of existing pm mythology is conducted. Lessons learned Processes is created. Knowledge transferred. Process in place to improve project performance. Management focuses on continuous improvement. SagaciousThink - Confidential
  • 14. Project Management Expertise Global Guidance Expanding internationally is daunting + rewarding What are the risks, opportunities? Which is the best market for my company? Who do I need to work with? Do I need a work visa? How do I start in a new country? Who can I work with? Which country should I start with? Do I hire or contract? How do I work with them? What is the tax situation like? FDI, license, export? SagaciousThink - Confidential
  • 15. Business Process Management Business Process Management (BPM) Sound processes can: Reduce risk Increase customer satisfaction Reduce operating costs Improve attractiveness to investors and partners SagaciousThink - Confidential
  • 16. Sagacious View Management Business Process We take in the big picture of a company because sometimes, what feels like the problem is really the symptom and we focus on treating the root cause. SagaciousThink - Confidential
  • 17. SagaciousThink sagacious |sgshs adjective | having or showing keen mental discernment and good judgment; shrewd SagaciousThink - Confidential
  • 19. Welcome to the US o Failure is an option o At will employment o Tax, tax, tax o Markets are not the same o Channels do not look alike SagaciousThink - Confidential
  • 20. Funding in SV o Understand Angel vs. VC o Have product + team o Be the cure (not the aspirin) o Be compelling o Know your market o Know the protocol SagaciousThink - Confidential