Insights - Expertise

> Digital Strategy Formulation leading to cloud transformations
> Creation of Roadmaps with milestones towards 5 years goals
> First 100 Days Assessments supporting new C-level executives
> Governance structure set up to drive results and decision process

Deal Generation
> Research and vet opportunities for investment in the technology industry
> Create new investments themes and forward looking insights
> Lead technology diligence and contribution to investment memos
> Set up pipeline creation and updating process

Deal execution
> Manage close check-list and all activities leading to deal closing
> Partner with legal teams and consultants to reach optimum outcomes for client
> Present updates with decision points and recommendations to overcome challenges
> Assemble task forces by function and geography to complete all Day 1 tasks

Value Creation
> Lead strategy Formulation, working with portfolio companies and investors
> Creation of Roadmaps with milestones towards 5 years goals
> Governance and Talent Assessments leading to recommendations
> Technology management to improve results and efficiency

Operational Excellence
> Lead 6 Sigma Lean Assessments to streamline key business processes
> Optimize Vendors, Software and Services portfolios to improve costs versus benefits
> Map processes and recommend solutions involving talent, tools and processes
> Lead contract negotiation on existing and new contracts

Program Management
> Set up PMOs and Program Management structures
> Plan, initiate and manage large and complex technology projects
> Build Team, Tools and Processes to ensure delivery excellence
> Provide Projects Leadership until Go Live, working with steering on challenges

Subject Matter Expertise
> Identification of experts to address key knowledge gaps within teams
> Procurement of products, industry and functional expertise to clients
> Provide key talent in technology, marketing, finance and risk management areas on permanent, consulting or temp-to-hire basis

> Provide interim leaders and team members as needed to reach goals
> Support portfolio and VC/PE clients internally on all technology needs
> Lead solutions selections and projects to improve technology stack
> Enhance operations using Agile and Scrum methodologies and tools

Client Achievements

Fortune 500 Technology Company
Program Management to divest a $2 billion business
> We managed the program across all teams and locations
> We presented updates to both sides by region and by function
> We created timelines and maintained the close checklist for the legal teams
> We worked with private equity investors, the legal teams, consulting firms and third parties to close the deal on schedule
> The transaction closed 6 months ahead of the estimated timeline, generating $100+ million in interests and services savings for the client

Results: Transaction closed 6 months ahead of estimated timeline, generating $100+ million in savings for client

Asset Manager with 170 billion in AUM
Digital Strategy Formulation and Road maps
> We assessed the Digital Maturity level of the firm
> We facilitated workshops and meetings to define the Digital Enterprise and set realistic goals
> We prioritized initiatives by business impact and executed on quick wins
> We selected and introduced leading cloud vendors to support the transformation
> We sped the process by initiating proof-of-concept and demo days
> We met with executives and provided regular updates on status and next steps

Results: Presented strategy and technology road maps to steering, executives, vendors, technology and business teams to kick off high ROI digital initiatives in 4 key areas

Top 10 Private Equity Firm with $20 billion in AUM
Technology Strategy and Leadership
> We managed the enterprise solutions team with a focus on strategy and optimizing deal generation
> We redeployed Salesforce strategically to better support the deal side and 250+ users
> We renegotiated licenses contracts to optimize costs and business value
> We collaborated closely with all departments and business leaders to ensure success
> We managed vendors and projects to deliver new applications, including a redesigned mobile application residing within Salesforce

Results: We generated documented savings of $10+ million within 18 months and delivered business value to each department by completing the implementations of new applications to replace manual processes and legacy applications

Top 5 Strategy Consulting Firm
Market Research, Insights and Trends
> We supported several research projects under NDA for a strategy consulting firm
> We provided insights into the market (clients, needs, opportunities and threats)
> We helped size and segment the market
> We provided access to additional knowledge through our network

Results: The reports were released to customers and contributed to generate additional demand for consulting services in the industry targeted

Asset Manager with $170 billion in AUM
Salesforce workflow customization
> We managed a key Salesforce project to optimize the allocation of investment professionals against opportunities to meet with external investors, replacing a large legacy database
> We integrated multiple business processes and initiatives within a large Salesforce instance (600+ users)
> We redesigned an application to manage and synchronize calendars with Salesforce at the team and user levels
> We evaluated the use of Salesforce to replace portions of the intranet with more dynamic and automated pages
> We applied Scrum, Agile, Waterfall and Change Management methodologies as needed to ensure success

Results: The new applications were well received by the business and far exceeded the benefits of the legacy tool. It was put to use immediately with plans to expand usage to additional teams.

Financial Institution with a $1+ trillion balance sheet
Program and Engagement Management
> We led a team of 10 to 25 consultants to manage a multi-years implementation
> We identified and staffed key additional projects to ensure success
> We augmented the set up by recommending additional software solutions to exceed the goals initially set

Results: We generated savings for the firm and senior leadership was able to make major strategic decisions supported by the new analytical tools we built. The firm exited entire industries and discontinued several services to refocus on its core strengths from a risk adjusted perspective.

Fortune 500 Technology Company
Engagement Management
> We initiated and managed all aspects of global multi-years projects requiring from 750 to 10,000 consulting days
> We led initiatives related to CRM, strategy formulation, executive dashboards, performance scorecards, program management, outsourcing, data warehousing, software implementation and custom development
> We led the largest and most visible projects for the firm, with up to $10 million in value
> We delivered within scope, budget and timeline, leading to project extensions and expansions
> We leveraged offshore resources, managed services, third parties and contractors to achieve objectives

Results: Several clients agreed to joint press releases and to become references.

Venture Capital Firm with a portfolio worth $100+ billion at peak value
System Integration and Business Process Improvement
> We led the consolidations and streamlining of all financial systems and CRM following a complex merger
> We aligned reporting with the CFO’s strategy (oriented towards globalization and outsourcing)
> We trained and developed teams internationally to increase efficiency and leverage new analytical tools
> We led critical projects including Hyperion Enterprise and Planning, Customer Profitability and post-merger integration (interfacing SAP, IFS, Oracle, Siebel and Hyperion)
> We streamlined key processes (decreasing close cycle from 20 to 5 days ) and strengthened internal controls (Sarbanes Oxley)

Results: All merged businesses operated as one within a year and consolidated financial statements became available ahead of the SEC deadlines.

Big 4 consulting firm
System Integration and Business Process Improvement
> We led the post-merger integration of a large acquisition
> We coordinated and improved the financial reporting process in line with the CFO’s strategy
> We led the consolidations and reporting tracks of a $100 million global ERP implementation
> We supported 150 financial professionals world wide

Results: We generated savings of 40% on licensing costs through the active monitoring of users and SLAs.

Asset Manager with a $1 trillion in AUM
Business Process Improvement
> We led process improvements (reduced staff by 50% and eliminated contractors) in a benefits department
> We automated processes to collect fees from 1,000+ corporate clients, decreasing receivables by 90%

Results: We generated savings on staffing, collections and improved the firm's cash position.

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