- CRM & Business development
- Operational optimisation, IT, & Business intelligence
- Restructuring
- Behavioural change & Communications
CRM & Business development
Approach Definition of business development strategy Market analysis and design of product specific sales approaches Development of 'go to market' strategies and tools Implementation of business development best practice client profiling and categorization |
Organisation Analysis of business development roles Development of training programmes Analysis of off-shoreability of business development activities Analysis of ownership and location of work tasks in organisational structures |
Framework Definition of sales funnel and stage gates Development of client acceptance processes Analysis & optimization of business development processes
Financial Deal negotiation Development of investor proposals for early stage businesses |
Systems Development & implementation of bespoke global CRM systems Development & implementation of 3rd party CRM systems Development of sales performance systems Development & implementation of data ownership policies & procedures Development & implementation of change control policies & procedures Development of sales credit policies Development of revenue reporting systems Development of inventory management and pricing platform Definition and management of customer facing |
Operational optimisation, IT, & Business intelligence
Approach Development of business and technology strategies Design of business operations Resource optimisation planning Business process reengineering Cost / benefit analysis Business case development Analysis of operational risk and development of mitigation solutions Analysis of economic, political, and business environment aspects of international markets Role design |
Operations management Management of multi-location multi-product global businesses units Financial planning and management, strategic planning, and human resource planning Relationship management of legal, regulatory, finance, accounting, operations, human resources, technology and facilities support functions Development of product control function Development of risk management processes and reporting systems Definition of operations support strategies for core businesses Negotiation and implementation of SLAs |
Business modeling Development of business models and business cases for early stage business Development of financial models for early stage business Development of business cases for projects Analysis of viability and risks of early stage businesses Regulatory approval |
Finance Design of transfer pricing policies Analysis of cost drivers and definition of cost keys Analysis and implementation of global financial reporting structure Analysis of global operating models |
Systems / MIS / decision support Systems development, planning and prioritization Strategic analysis of corporate systems infrastructure Requirements analysis of operational systems Development of management information systems Management and financial control of project portfolios Project management of software application developments Management of trading & market data systems Assessment, negotiation and purchasing data infrastructure solution Analysis and developed of bespoke decision support tools Pioneer of Object Orientated software development and Re-use approaches Analysis of strategic desktop operating systems |
Financial / Reporting Development of transaction data reporting suites Development of management accounting reporting systems Development of P&L reporting frameworks and systems Development of Intraday risk and P&L systems Development of hedging models for exposure risk management Development and implementation of accrual accounting system Development of market risk models for vanilla and derivative financial products |
Transactional Identification & implementation of STP initiatives Re-engineering of transaction confirmations processes Systems development of Index-linked portfolio management solutions Development of automated deal decision making system Management of client accounting system Implementation and interfacing with real-time exchange platforms |
Restructuring
Merger / Restructuring / Integration Merger and co-location of London trading & sales businesses Merger of New York sales and marketing operations Merger of derivatives business into capital markets business Closing down of Madrid based operation Establishment of Milan based sales & marketing operation Re-organisation of global sales & marketing operation (350 revenue earners, 12 countries, €+1bln revenue p.a.) Design and implementation of matrix management structure for business development, by industry, geography and product Integration of Republic of Ireland business into UK business group Restructuring of financial reporting framework Review of operating models Review and implementation of transfer pricing models |
Relocation Relocation of Frankfurt sales & marketing operation Relocation of London investment banking business Location planning for a Dublin business operation |
Behavioural change & Communications
Communications planning Programme and project communications Stakeholder analysis Coaching of internal consultants & change managers Design of remuneration structures Analysis of motivation and participation / non-participation factors Design of behavioural change solutions Web site and intranet developments User experience planning |
|


