Bank of America Service Delivery Model
Oral Presentation
Bank of America Service Delivery Model Oral Presentation Agenda - - PowerPoint PPT Presentation
Bank of America Service Delivery Model Oral Presentation Agenda and BearingPoint Attendees Agenda BearingPoint Attendees 1. Introductions 10 Minutes 2. Company and Practice Areas Overview 10 Minutes 3. Understanding of Project
Oral Presentation
FINANCIAL SERVICES 1
10 Minutes
10 Minutes
and Value Proposition/Differentiators 35 Minutes
60 Minutes
10 Minutes
15 Minutes
30 Minutes
Resources 10 Minutes
15 Minutes
45 Minutes
BearingPoint Attendees
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FY97 FY98 FY99 FY00 FY01 FY02 FY03
Consolidated Annual Revenues
$947m $1.428b $1.981b* $2.370b $2.856b $2.368b
* Combined (Partnership Basis)
$3.139b
More than 2,100 clients Over 15,000 professionals
worldwide
430 of the Fortune 1000 811 of the Global 2000 98% retention of our top 100
clients
Named to Fortune magazine’s
list of Most Admired Companies in America in the computer and data services sector
Business solutions provide proven
results: strategy, implementation and
Strategic alliances with nearly 50 market-
leading hardware and software providers
† FY03 Results
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BearingPoint’s experienced professionals solve client issues through a combination
solutions to our clients’ specific needs.
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Industry
Experience: 12 Years on Average
Nearly 50
Alliances with Technology Leaders
Relationships—
90% Rating: “Easy to Work With”†
Experience with
Global CRM Deployment
Delivery using
Industry and Solution Templates
Treasury Services
Process Flow Diagram
Integrated Change
Management
Multi-Channel
Contact Center Experience
100% Retention of Top 50 Clients†† 95% Retention of Top 150 Clients†† 93% Rating: “Trustworthy”†
†Survey of 260 BearingPoint clients † † FY02
Accelerated Solutions Experienced Professionals Enduring Client Relationships
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Analysts recognize BearingPoint’s Financial Services Team.
As noted by Aberdeen Group, “… Business and IT decision makers are realizing that they must approach IT planning and investment in the context of an overall value chain in order to achieve measurable benefits on an enterprise level. BearingPoint is best positioned in this context …”
Clients cite BearingPoint’s impact.
“[BearingPoint] brought three specific things to the table: first, a proven track record of delivery; second, industry specific knowledge, both in terms of traditional competitors and emerging technology-enabled competitors; and, finally, they not
problem that we were looking to address, but also architectural and knowledge frameworks that we can reuse and redeploy
company.” — Mark Hammersmith, SVP & CIO MetLife
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Check21 Impact Analysis/Image Product Assessment
— BearingPoint is assisting clients accelerate the realization of benefits from
improved process times and funds availability, while lowering the costs of processing transactions and servicing customers
— BearingPoint is working with SVPCo as one of the primary drivers of Image
Exchange development
Operational Process Improvement – BearingPoint is reengineering the operations
Portal Development/Platform Implementation – BearingPoint is developing and implementing Commercial Treasury Portals to improve client satisfaction while introducing new products and services to the market
Dedicated Payments and Treasury Services practice with Global Treasury Services experience
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Latin America 124 CRM FTEs North America 1,474 CRM FTEs EMEA 682 CRM FTEs ASIA/PAC 284 CRM FTEs
Worldwide > 2,500 Professionals Dedicated to CRM
China Development Center ~500 FTEs
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In 2003 Gartner, Meta, and Forrester rate BearingPoint as a leader in developing and implementing CRM solutions
Management Limited and VendiorBis have been cited by Analysts for Excellence in execution and results
Leading Practices
AGF Management Limited. “BearingPoint has proven to be a dedicated partner. They have made it possible for our organization to focus on the central issue of how the business needs to change to benefit from our CRM initiative.”
Management Limited
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PeopleSoft Platinum Partner
— PeopleSoft’s first Global Implementation Partner — Named as a Platinum Partner at Connect 2003 — R2i delivery methodology for PeopleSoft CRM 8.8 — Established PeopleSoft development capabilities based in China — FSI and Communications verticals installed in our Broadband Solution Centers — Co-developer of PeopleSoft Enterprise Performance Management (EPM) module
Extensive Experience
— Dedicated PeopleSoft practice - 800 consultants, 500 within US, 300 in rest of the world — Completed over 300 PeopleSoft implementation and upgrade projects - over 150 release 8.x
implementations
— Over 50 consultants trained in CRM 8.x, 75% certified — Over 50 Vantive implementations — Over 10 PeopleSoft CRM 8.x implementations globally, either completed or in progress
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Siebel Strategic Partner
— Siebel’s first systems integrator partner (Siebel 1.0,1993) — First global Siebel deployment (Cisco, 1995) — First 7.5 application to go live (York International) — One of the largest Siebel deployments (Microsoft – 12,000+) — Earned superior rating with Siebel’s Gold Star distinction — Implemented Siebel 7.5 within BearingPoint on a global basis (2000 seats – SFA, Marketing,
Analytics, PRM, ERM)
— Siebel co-funded BearingPoint’s China Development Center — Master Services Agreements in place to facilitate rapid teaming
Extensive Experience
— Over 1,000 Siebel experienced consultants globally — Over 600 Siebel certified consultants — Over 300 projects completed — Over 75 projects within the past 24 months
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The delivery team with you today is the team that will be on the ground to make the project a success.
Name, Role Skills Specialties Experience
J.R. Moore, Siebel Engagement Managing Director Managing Director in BearingPoint’s CRM Solutions Practice with comprehensive experience in Siebel CRM Products.
Siebel CRM CRM Project Management 17+ years Cindy Howton, PeopleSoft Engagement Managing Director Managing Director in BearingPoint’s Customer Management Practice specializing in CRM solutions for the Financial Services industry.
implementation development
CRM Project Management Systems Integration PeopleSoft CRM 20+ years Joe Kulak, Quality Advisor Managing Director in BearingPoint’s Customer Relationship Management practice specializing in CRM solutions for the Financial Services industry.
System Integration projects
Quality Assurance CRM Package Integration Offshore Delivery Model 20+ years Kevin Kane, Treasury Services Industry Advisor Senior Manager in BearingPoint’s Financial Services practice specializing in program management and Treasury Services strategy and implementation projects.
Portal Development Treasury Operations 8 + years Donna Johnson, Program Manager Senior manager in BearingPoint’s Customer Management Practice with extensive program and project management experience.
Management
CRM Project Management PMO PeopleSoft CRM Package & Custom 19+ years
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Name, Role Skills Specialties Experience
Myra Woods, Business Lead Senior Manager in BearingPoint’s Financial Services practice specializing in electronic payment processing, process design and re-engineering, e-commerce strategy and delivery of web-based information with self service support to corporate/government clients.
design
Project Management Treasury Products Electronic Payment Processing 20+ years Larry Manno, PeopleSoft Technical Lead Senior Manager in BearingPoint’s PeopleSoft Practice, specializing in the design, development and implementation of PeopleSoft software solutions.
PeopleSoft CRM Systems Integration PeopleSoft Technical Architecture 10+ years Doug Bendinger, Siebel Technical Lead Senior Manager in BearingPoint’s Siebel Practice with broad experience in architecture and infrastructure planning, performance tuning and development.
Siebel Siebel Technical Architecture Systems Integration 14+ years Carrie Chitsey, Telephony Lead Senior Manager in BearingPoint’s Customer Relationship Management practice specializing in call centers, self service and telephony.
consolidation, outsourcing and re-design
Recognition and
Telephony Products Speech Recognition Call Center Operations 8+ years Eric Biegansky, Business Change Management Lead Senior Manager in BearingPoint’s Strategy, Process & Transformation practice specializing in the delivery of holistic Business Change Management solutions on large-scale CRM implementations.
CRM Change Management Customer Service Project Management Process Design 11+ years
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CUSTOMERS
Greater sophistication of customers
due to improved access to information and products is increasing their power to demand more customization, lower prices, higher quality and better service.
These increased customer
demands related to liquidity management and netting, are leading financial institutions to expand product offerings and integrate with products outside of their Treasury Services core competencies. COMPETITORS
As convergence of existing
financial service organizations continues and significant distinctions among providers is disappearing, products are becoming commodities.
Non-traditional and
international entrants are capturing market share due to the relative ease of entry into the marketplace and for consumers to switch providers. TECHNOLOGY
While the Internet is revolutionizing the way products
and services are delivered to customers, many companies have not obtained performance benefits from recent sizable Internet technology investments.
Financial institutions need to fully utilize and integrate
new capabilities and redesign processes to realize efficiencies from new e-enabled technologies. OWNERS
Shareholder demand for risk-adjusted returns on
equity that exceed hurdle rates is forcing institutions to search for new efficiencies by better understanding the key revenue and expense drivers
Financial institutions are facing increasing pressure to optimize performance to more effectively meet current business requirements and position.
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We understand that SDM’s success focuses on fulfilling the following business needs: Client Satisfaction and Loyalty
Drive a consistent and satisfying client service experience by improving cycle times for product implementations, by enhancing first call resolutions, by streamlining escalations, and by providing access to the bank through the clients’ “channels of choice”
Associate Satisfaction and Productivity
Improve associate job satisfaction by providing new career growth
that enable associates to delight their clients
Revenue Enhancement
Sustain and extend Bank of America’s leadership position as the #1 US-based Treasury and Trade Services provider by enhancing Bank
service
Cost Efficiency
Eliminate service delivery defects and rework, streamline handoffs, and shift service functions to lower cost delivery channels (e.g., self- service) to reduce the blended total cost of delivery
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BearingPoint believes that our relevant Financial Services and CRM experiences will position Bank of America for effective realization of benefits:
Multi-disciplined Delivery Team A team with specific business and technical skills to Bank of America, including Treasury, Six Sigma, CMM, Siebel, PeopleSoft, Contact Center and Telephony experience Demonstrated CRM Experience on Similar Projects Demonstrated CRM implementation experience at a number of global clients: BearingPoint has performed over 800 CRM engagements in FY03 Understanding of Treasury Services An intimate understanding of the Treasury Services products and the fulfillment processes and challenges Our Change Management Capabilities A focus on both organizational transitions and individual transitions to facilitate user adoption and benefits realization Pragmatic, Collaborative Approach A practical and collaborative approach to large program rollouts, with a focus on achieving results
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Multiple Access Points and End Points Program Phasing:
The SDM platform and its
Associate Desktop (AD) will be implemented in two to six contact centers with 1,500 – 2,500 associates in the Americas, EMEA, and Asia
Phase One is the foundation
release of the SDM, providing baseline Associate Desktop “out-of-the-box” functionality to support client requests
Phases Two and Three expand
business capabilities, including support for client self-service and for implementations, and providing reporting capabilities to enable root cause analysis
Requests for Information or Consultation Requests for New Product
Requests for Transaction Requests for Problem Resolution Product Support
Specialists
Channels
R O U T I N G Implementations
Existing Clients Client Service
Resolution
Transactions
Associate Desktop Service Analytics Communications and Management Oversight Voice of Client and other client satisfaction measures Requests for Information or Consultation Requests for New Product
Requests for Transaction Requests for Problem Resolution Product Support
Specialists
Channels
R O U T I N G Implementations
Existing Clients Client Service
Resolution
Transactions
Associate Desktop Service Analytics Communications and Management Oversight Voice of Client and other client satisfaction measures
Associate Desktop Voice Response Web Self- Service Contact Routing/CTI Legacy System Integration
Management
Management
Management
Management
Repository
Categorization
Providing
Touchtone Self-Service
Recognition
Integration
with “BA Direct,” Bank
existing web- based self- service portal
Routing
Queuing
with up to 25 back-end legacy systems
Core Application Components
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Our R2i – Rapid Return on Investment CRM methodology is complemented by a Six Sigma discipline that focuses on metrics, business processes and creating sustainable quality.
Program Management SDM Business Change Management Technology Development and Infrastructure SDM Business Process Knowledge Transfer Define Measure Analyze Improve Control Plan Design Build Deploy Operate
6σ
PeopleSoft Siebel
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Our Philosophy The fundamental purpose of Program Management is to manage and control delivery risk and ensure that defined business objectives are met.
Our Approach to the SDM Initiative
Engage key stakeholders – sponsors, master black belt, SQA, key business leaders – early, sharing
and confirming expectations and establishing active communication channels
Adapt BearingPoint’s program management practices to Bank of America norms Utilize BearingPoint’s PMOnline toolkit or comparable Bank of America tools Start small and evolve the PMO practices as the program scale builds Adopt a pragmatic “get it done” approach – be active, not passive or bureaucratic, about managing
program activities, issues, and risks
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User Services
Self-Service Program/Project
Setup
Work Calendar Preference & Notification
Customization
Form, Workflow & View
Customization
Document Management
Pre-defined Solution Content Check-In / Check-Out Version Control & Activity Audit Document Access Control Document Tracking & Routing
Requirements Management
Requirements Capture Requirements Status Tracking
and Routing
Reporting
Portfolio Reporting Project Earned Value Analysis Open Items Summary &
Drilldowns
Threshold & Event Based Alerts Timesheet Status Reports Program/Project Hierarchy
Issue & Risk Management
Issue, Risk, Defect and Change
Order Tracking & Routing
Audit Trail & Version Mgmt Summary & Drilldown Reports Alerts on Issue Status
Schedule Management
WBS Definition Task Assignment Resource Allocation Gantt Charts Critical Path Analysis Progress Tracking
Collaboration
Contacts Discussion Forums Threaded Discussions Meeting Minutes
Financial Management
Resource Cost Tracking Cost Variance Tracking Project Billing
Test Management
With R2i Test Materials Define Tests and CRP’s
Support Products: MS Project (now) Primavera (planned) Niku (planned)
Project Scheduling My Home
PMOnline provides the
framework and integrated toolset for successful CRM Program Management
engagement work summary
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Our Approach to the SDM Initiative
Plan (Define) – Clearly understand the boundaries of the business processes in scope and identify the
key data sources, organizations and teammates.
Design (Measure/Analyze) – Develop a detailed data collection plan and sampling strategy. Test the
tools and preliminary results. Involve the business in analysis and identification of quick wins. Collaborate with users and the development team to leverage out-of-the box software capabilities.
Build (Improve) – Validate functional design, usability, and CTQ expectations with conference room
pilots.
Deploy (Improve) –Define pass criteria for each test cycle and phase. During UAT require users to test
the technology the process and the training.
Operate (Control) – Utilize a CTQ-based dashboard to measure process yields and User Satisfaction
Tools to collect adoption feedback from associates. Ongoing ownership of results is key to continued quality delivery.
Our Philosophy Use CTQ’s to define Future State Processes and technology to enable them.
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Business Process Storyboard
Business Process Process Diagrams
D p1 Quote %Your automatic balance Transfer is still sweeping
what you want? Well, I think so. Would you go over everything with me just to be sure? The Service Agent is able to see that Mr. Lewis
middle market business and Private Bank client.
closes the interaction. Yes, if you think that would improve the performance. We’re offering a special investment this month. Would you like to add that to your transfer? Thanks so much. When will I receive my Statement ? You should receive this In 2 days, electronically. Thank you for choosing Bank of America, Mr. Lewis.
can we help you today? I’m looking at my investable balances and
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Understand the complexity of the Current State Process
Determine Customer and Process Requirements through Design and Brainstorming Sessions
Simplify and streamline information collection and hand-
Assess authentication risks and
Leverage technology for online collaboration
Determine opportunities for Self- Service
Prototype and Conference Room Pilot the Design
Pilot Roll-Out with Satisfaction and Quality Metrics
Process Flow: Global Clearing - Client requests change to account
Client requests a change to their account Type of change CSO/IO Global Clearing Operations Client Security/ Maintenance Changes Notify Client Coordinates authentication of signature; opens job
Client Access Operations Sales DDA CA Security Make Database change Make Database change Notify CSO No Pricing Required Client Access Assumption: Form setup occurs in APS Make Database change Make Database change Negotiate Pricing Provide Pricing Client, Sales, and Product agree on pricing. Yes Client Access/ Functionality Changes Check setup/make change Coordinates authentication of signature; opens job
Example: Implementations – Account Change
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Our Approach to the SDM Initiative
Plan – Review legacy applications environment, engineering standards and current state data
Design – Conduct fit/gap analysis. Establish high-level application design and security entitlements
and data integration points – determine dispositions for coexistence, interoperability and migration. Complete detail design of application configurations, customizations, integrations, reports and data conversions.
Build – Collect and populate initial configurations. Conduct CRP and validate design. Complete
low-level configurations. Code and test application. Correct defects and complete regression testing.
Deploy – Develop WBS for technical deployment. Refine and package move-up procedures. Roll
Operate – Execute operational procedures and application administration. Ongoing optimizations.
Our Philosophy Requirements-driven application development leveraging reference models from previous CRM package deployments to deliver a solution that is high performing, flexible, adaptable, serviceable and secure.
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Integration Gateway Integration Engine Lotus Notes E-Mail Server FTP Server MQ Series Third-Party System XML Listening Interface Third-Party XML POST Utility Gateway Manager SMTP Target Connector Listening Connector FTP Target Connector JMS Target Connector HTTP Target Connector HTTP Listening Connector Listening Connector Application Server and Database Third Party Systems Outbound Email Get/ Put To Queue
JMS Listening Connector From Queue
XML/ HTTP XML/ HTTP MME/ HTTP POST JOLT To Non-CRM Target Node From Non-CRM Target Node Web Server
Case
Related Cases
Logical Support Transactional Data Model
Solution* Interaction Product/Installed Product Company/Site/ Contact Sub-Interaction
*Many Solutions to one case, but only one successful Solution Product Definition
Related Products*Logical Detailed Product Data Model - Support
Attachments Product Brand Item Definition Product Category Product Attributes Installed Product Product Group Product/Installed Product Company/Site Warranty Unit of Measure (UOM) Parent Installed Installed Attributes
*Products can be related to themselves either via a product hierarchy in a Product Package or via a specific type of non- hierarchical relationship such as “Upsell” or “Replacement”Application Integration
Proactive EAI dependency management and
internal SLAs
Component-based integration architecture Data-sharing vs. migration
Data Architecture
Early source data quality assessment Defined data governance framework Common taxonomy and data standards Repeatable data conversion techniques
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Application Development Standards
Application Process Overviews, Flows and Narrations
Code Move-Up Procedures
Configuration Guides and Checklists
Configuration Design Templates
Data Collection Templates
Data Conversion Guides
Design Specification Templates
Documentation Templates
Fit/Gap Analysis Templates
Glossary of Terms
Leading Practice Benchmarks (KPIs)
Leading Practice Process Flows
Requirements Questionnaires
Release Management Procedures
Reusable Customization Designs
Standards Documents
System Documentation
Testing Procedures and Scripts
Third-Party Profiles and Comparisons
Training Guides
White Papers
Workflow Specifications
Many Others …
Application-specific proven practices and business flows Industry-tailored configuration models Data Sharing and Migration Design Templates Application Administration Procedures Templates
Extraction Process Attribute Loading Relationship Loading Convoy Scripts CRM Stage I Stage II Source System identified by the business as a conversion scope requirement Extraction criteria identified by the business as a conversion requirement for each source Populates stage-I area Common Stage-I area designed to accomodate data from any of the sources in a de-normalized format Tool specific data cleansing Data Standardization/ Correction Matching/Merging Data Enrichment Updates dedupe-map Loading of attributes from Stage-I area to Stagte-II area Enforcement of DQM rules Association of entity relationships Source-Id cross reference tables or user keys for entity used for deriving associations Dedupe-map also used for deriving associations Usually described in a separate DFD Staging area designed to accomodate all entity data in CRM in a de-normalized format Convoy scripts for loading stage-II data into PeopleSoft CRM data model Also created new entires in Source-Id cross reference table Source Tool Specific Cleansing Process Tool Config Exception Log Dedupe Map Exception Log Exception Log Source-Id X-Ref Table Source-Id X-Ref Table Exception Log Dedupe Map Customized PeopleSoft CRM Data ModelConfiguration and Customization
Embed CTQ metrics
in data capture and reporting applications
Proactive
management of configuration data collection dependencies
Modular expansion
and reuse of development objects and configurations
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Our Approach to the SDM Initiative
Plan - Analyze the existing VRU reporting, call flows, customer usage and data dips Design
Build - Make programming changes to the VRU and configure the Genesys Framework technology Deploy - Implement the new VRU application and roll out the Genesys CTI “basic routing” Operate - Monitor the performance, customer usage and refine the programming to gain efficiency as
needed
Our Philosophy Enhance the overall client experience through multi-channel interactions that maximize first call resolutions.
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Universal Queue Enterprise Routing Rules Client Database Associate 1 Associate 2 Phone Call PBX/VRU 1 2 3 4 5
Genesys Framework
routing determination such as: type of call, segmentation, last associate that helped customer
Associate
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Our Approach to the SDM Initiative
Plan - Analyze and document the existing infrastructure and infrastructure service levels Design - Design the future state infrastructure evaluating future users, data integration requirements,
security, and process flows
Build – Acquire and assemble infrastructure components for each environment defined Deploy – Support the adding of users, gathering and evaluating performance information Operate – Support and monitor infrastructure against service levels defined
Our Philosophy Apply our experience in contact center implementations to design and build a future state infrastructure that will address current requirements and, more importantly, future plans.
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Gateway & Firewall
External WAN
Web & Java Servlet Servers Install, Develop & Test Servers on separate LAN
Production Access LAN Server Access LAN
Tape Library Production Microsoft OS Servers for Installation,
Microsoft OS Database Data Storage Bridge/Router Test Database Server Microsoft OS Servers for CRM Software Install & Development Microsoft OS BEA Tuxedo & Application Servers Database & Batch Servers Microsoft OS Microsoft OS Tape Backup Server
The SDM infrastructure must be designed to operate efficiently:
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Our Approach to the SDM Initiative
Plan – Articulate the project vision and assess organizational readiness Design –Align Organization, engage stakeholders and develop holistic Change plan Build –Focus on workforce transition of impacted users to future state job roles and business model Deploy –Deliver training and prepare users for “Go-Live” Operate – Support production user base and capture lessons learned
Our situational, business-oriented approach will focus on equipping impacted stakeholders with the ability, willingness, and knowledge necessary to optimize adoption of the new SDM Business Model Our Philosophy Business Change Management must use a proactive structured approach to address the people and organizational risks inherent in any change effort, to optimize business benefits realization/ROI, and to sustain long-term performance.
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Engage & Communicate with Stakeholders Enable Workforce We leverage established leading practices do this to enable both the
(tangible changes in structure, processes, and technology) and individual transitions (processes individuals go through to adjust to the new way of working) required to enable and sustain change Mobilize & Align Leaders Articulate Business Case & Vision for Change Design Change Strategy Align Organization Assess Organizational Risk & Readiness
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n Experienced network of professionals linked throughout the organization. n Limited communication has not created negative impact. n Internal and external communication will be imperative to the success of the project. Communication Strategy n Enterprise Steering Committee understands that Phase 1 provided blue print for transformation and that an integrated design and approach are yet to be completed. n Current performance metrics may not support implementation of the strategy. Organizational Design & Performance Management n Strong sense of “can do” when given clear direction. n Multiple cultures exist within the organization. n Low levels of trust throughout the organization. n Organization has a history of “wait and see” when it comes to transformation. n Business unit “versus” corporate mentality limits integration efforts. Organizational Culture n Pace and magnitude of change will be significantly greater than previous efforts. n Varying degrees of experience and success with transformation. n Organization has limited enabling transformation capabilities (i.e., succession planning, employee development, transformation management). Employee Capabilities n Key business unit and corporate leaders aligned with strategy. n Leaders in select key areas do not have the capabilities required to lead transformation. n Varying degrees of support among key stakeholders – waiting to see if project is real. Leadership Commitment and Capability n Lack common frameworks and methodologies required to manage transformation (i.e., tool sets, business case development, progress tracking, benefit realization). n Organization still functions within silos where efforts across multiple areas and are not integrated. n Often times efforts exist outside the area of responsibility. Change Process n Vision for transformation clearly articulated. n Key business leaders and project participants aligned with operating company model design. n Vision not yet communicated throughout organization. Vision n Transformation economics and financial tracking incomplete. n Organization aware of project, but magnitude of proposed transformation understood by few. n Resistance exists within business units and corporate functions (i.e., CSM, Distribution). n Risk of project being viewed as “Son of Reinvention.” Organizational Readiness and Business Case for Change Findings Rating Leading Practice n Experienced network of professionals linked throughout the organization. n Limited communication has not created negative impact. n Internal and external communication will be imperative to the success of the project. Communication Strategy n Enterprise Steering Committee understands that Phase 1 provided blue print for transformation and that an integrated design and approach are yet to be completed. n Current performance metrics may not support implementation of the strategy. Organizational Design & Performance Management n Strong sense of “can do” when given clear direction. n Multiple cultures exist within the organization. n Low levels of trust throughout the organization. n Organization has a history of “wait and see” when it comes to transformation. n Business unit “versus” corporate mentality limits integration efforts. Organizational Culture n Pace and magnitude of change will be significantly greater than previous efforts. n Varying degrees of experience and success with transformation. n Organization has limited enabling transformation capabilities (i.e., succession planning, employee development, transformation management). Employee Capabilities n Key business unit and corporate leaders aligned with strategy. n Leaders in select key areas do not have the capabilities required to lead transformation. n Varying degrees of support among key stakeholders – waiting to see if project is real. Leadership Commitment and Capability n Lack common frameworks and methodologies required to manage transformation (i.e., tool sets, business case development, progress tracking, benefit realization). n Organization still functions within silos where efforts across multiple areas and are not integrated. n Often times efforts exist outside the area of responsibility. Change Process n Vision for transformation clearly articulated. n Key business leaders and project participants aligned with operating company model design. n Vision not yet communicated throughout organization. Vision n Transformation economics and financial tracking incomplete. n Organization aware of project, but magnitude of proposed transformation understood by few. n Resistance exists within business units and corporate functions (i.e., CSM, Distribution). n Risk of project being viewed as “Son of Reinvention.” Organizational Readiness and Business Case for Change Findings Rating Leading Practice Low risk Moderate risk High riskOrganizational Risk Assessment
Client Services Center
Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9 Wk 10 Wk 11 Wk 12+Change Enablement
Process Facilitation Develop work plan (Identify clear roles and responsibilities) Identify resources required to develop and implement change plan Identify and prepare for the degree of change required to m eet future state requirem ents Identify "quick wins" (Include roles and plans for celebration) Create a risk m anagement assessment Assess Culture Capacity Understand history of Change Develop strategies to combat resis tance Build commitment to change goals (Include link to goals & Performance Measures) Leadership Capacity Identify clear purpose (Include gains and losses) Identify and com municate expectations for change in all roles (Personalize) Identify key supporters and their roles Educate on the psychological effects and human reactions to change Identify key resisters and their developm ent Visible comm itment from leadership through actions and comm unications Develop feedback tool for leaders Individual and Team Capacity Identify key supporters and their roles Identify key resisters and their developm ent Complete job descriptions and career ladder (Consider Novations training) Identify aspirations, strengths and development opportunities Create and Implement selection process for new roles Educate on the psychological effects and human reactions to change Create and Implement on-boarding of new competencies and X-functional teams Identify individual and group formal training requirements Create and implem ent satisfaction feedback process Communications Identify key stakeholders Create communications plan (Incorporate key activities/dates /message/medium/roles) Im plem ent comm unications plan Create and implem ent comm unications feedback plan Performance Management Define performance goals to achieve the desired outcomes of the change plan Develop m eas urement and feedback systems to monitor achievement of goals Develop supporting human resource strategies and systems (Include recruiting, selection training and employment development, compensation, reward and recognition, performance evaluations, career progression, outplacement and employee relations) Im plem ent performance goalsDetailed Change Plan
Workforce Transition Plan Leadership Action Plans
Stakeholder Impact of Change CB Current Commitment Awareness = 1 Buy-in = 2 Ownership = 3 Desired Commitment Awareness = 1 Buy-in = 2 Ownership = 3 Action Steps GTA Steering Committee (Includes UL and AA team members)
GTA initiative
initiatives
corporate management and international offices
Directors
team and steering committee
Wednesday for two hours X 3 3
process that covers regular agenda topics
communication on the success of the GTA project
Providers and Global IS Regional Managers
scope, impact, and risks of GTA implementation
GTA meetings at various UL sites
and risks
Stakeholder/Audience Analysis Communications Plan
Our Business Change Management work stream is driven by the execution of tangible, measurable, business-oriented deliverables in tight integration with the overall project team
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Our Phase 1 integrated team –
Steering Committee BOA Executive Sponsors BE Engagement Managing Director BE Account Managing Director PMO BOA Co-Lead BE Co-Lead (Engagement Manager) PMO Analysts – BE Business Change Management BE Lead & Transition Specialist Business BOA Co-Lead, BE Co-Lead (Black Belt) Technology BOA Co-Lead, BE Co-Lead Program Advisors BOA – Six Sigma Master Black Belt BOA – CMM SQA Advisor BE – Solution & Industry Specialists BE – Quality Assurance Advisor SV –BOA Account Manager(s) BOA Stakeholders Key Business and Technology Advisors and Champions Legend BE – BearingPoint BOA – Bank of America SV – Software Vendor (CRM; PeopleSoft
Automated Testing Tools) Associate Desktop Track
Lead Architect / Developer – BE/SV Application Developers – BE/SV Report Developers – BE/SV
Data & Integration Track
Lead Data & Integration Architect - BE Application Integration Specialist –
BE/SV
Legacy System Specialists – BOA Middleware Specialists – BOA
Infrastructure Track
Infrastructure Lead– BE/BOA Application Administrators – BE Performance Tuning Specialist – BOA Network Specialist – BOA DBAs - BOA
Telephony / CTI BE Telephony Lead
CTI Integration Specialists – BE/SV VRU Integration Specialists –
BE/SV
CTI Report Specialists– BE/SV Communication Specialists –
BE/BOA
Training Specialists – BE/BOA Business Process Analysts - BE Application Functional Analysts –
BE/SV
Data Analyst - BE Reporting Analyst – BE Testing Specialist – BE
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Mar Apr Feb Jun Jul Aug Sep Oct May Nov Dec Jan
2004 2005
Feb
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Mar Apr Feb Jun Jul Aug Sep Oct May Nov Dec Jan
Program Management and Execution Key Milestones Analyze Tollgate Improve Tollgate
Plan Design Build Deploy Operate
Execute Communications Plan Rollout Organization & End User Training Develop Training Materials Job Impact Analysis Develop Training Plan & Schedule Define CRP Approach
CRP/ Demo
Complete AD Configuration and User Security Setup Performance Testing SIT UAT Plan, Prepare & Manage Testing Activities Design Future State Processes Develop Operational Procedures Performance Testing Perform Initial AD Configuration
AD Application Configuration
Program Mobilization
Program Leadership Organizational Change
Define Tollgate
Testing Business Processes
Assess Organizational Risk / Readiness Create Change Strategy & Plan Perform Organizational Design Develop Training Strategy Create Comm. Strategy Develop Detailed
Perform Fit/Gap Define Testing Strategy Set Course Measure & Map Current State Environment
Solution Definition
Define AD Application Requirements & Initial Design Review & Assess Current State Processes Measure Tollgate
FINANCIAL SERVICES 41 Solution Definition
Integration
Define Data Migration Strategy Define Integration Strategy Define Reporting Requirements Design Design Reports & Views Build Reports & Views Build
Reporting Deployment
Plan, Prepare & Manage Cutover Activities Develop Cutover Plan Deploy Pilot Go-Live Rollouts Complete Phased Rollout Monitor, Measure & Support
Technology Architecture
Define Technical Architecture Install DEV Environment Procure, Install, Manage and Administer Technical Environments & Infrastructure Define CTI Basic Rating Install Genesis CTI Technology Implement Routing
CTI Integration VRU Expansion
Define VRU Requirements Design VRU Tree Vendor VRU Prog.
Phase Two Initiation
Define Phase Two Scope & Development Plan Perform Phase Two High-Level Design
Mar Apr Feb Jun Jul Aug Sep Oct May Nov Dec Jan
Pilot
Plan Design Build Deploy Operate
Vision/ Assessment Testing Complete Rollout Current State Evaluation VRU Testing Pilot
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BearingPoint would like to discuss alternatives with Bank of America for accelerating your benefits realization:
Address uncertainties & unknowns via Solution Definition
— Validate, value, prioritize, and execute
Consider accelerating VRU, Routing & Email Treatments
— Standardize VRU technology within Phase One contact centers — Automate response of a simple subset of email and web-chat — Create initial call-routing capabilities
Consider incorporating Screen Pop into Phase One
— Maximize Genesys feature/functionality
Explore accelerating change processes into Phase One
Not Recommended Consider Possible
Highly manual processes
Complex legacy interfaces
Automated processes
Revenue generators
Product sets with few legacy interfaces
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Functional Breakdown Estimated Range Program Management $750,000 $900,000 Business Change Management $600,000 $1,000,000 Business Process Functional $1,500,000 $2,300,000 Contact Center Telephony $300,000 $400,000 Application Development (PeopleSoft/Siebel) $350,000 $500,000 Integration Services $600,000 $700,000 Technology Architecture and Infrastructure $900,000 $1,200,000 Total Estimated Fees: $5,000,000 $7,000,000
Year 1 Estimate is based on the information provided in the RFI and our recent experience with CRM projects of similar scope and complexity. Our estimate includes Phase One through rollout and Phase Two planning and high-level design activities.
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Bank of America with negotiated rates for project duration The scope of the effort must be clearly defined early in the life of the project, with agreed-upon change control change process.
BearingPoint’s fees could be linked to successful completion deliverables For the fees contingent on deliverables acceptance, acceptance criteria will be defined for each deliverable along with a well-defined sign-off process.
professional fees are discounted up front,
benefits BearingPoint will earn a proportional bonus We will develop a mutual understanding of the baseline metrics, the business case, and performance levers. Payments will be tied to the achievement of specific goals within an agreed time frame.
professional fees are discounted up front,
receives transaction fees for a defined time period Bank of America will commit to 100% user adoption with a defined user on-boarding schedule and transaction volume projections. Transaction fees will be in place for a mutually agreed-up time frame.
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AnyShore Governance Re-engineered Delivery Application Development And Maintenance Managed Services Mature Offshore Capabilities Continue to Offshore Prepare Organization Establish AnyShore Processes Select Tools & Technologies Pilot Projects Organization, Process & Technology Technology Assessment
AnyShore Process Maturity
Time
PILOT PILOT TRANSITION TRANSITION BUSINESS as USUAL BUSINESS as USUAL AnyShore Governance Re-engineered Delivery Application Development And Maintenance Managed Services Mature Offshore Capabilities Continue to Offshore Prepare Organization Establish AnyShore Processes Select Tools & Technologies Pilot Projects Organization, Process & Technology Technology Assessment
AnyShore Process Maturity
Time
PILOT PILOT TRANSITION TRANSITION BUSINESS as USUAL BUSINESS as USUAL
毕博信息技术(上海)有限公司
Plan Design Build Deploy Operate Define Measure Analyze Improve Control
programs require our clients to address IT budget constraints; provide access to quality, low-cost resources; and respond to increased demand on throughput and quality for software development, maintenance and operations.
leverage the capabilities of different
business processes.
and BearingPoint work together to develop and identify the offshore project delivery model that will best support the SDM program.
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One of the key critical success factors in the offshore solution delivery model is to define a set of criteria to enable the project team to divide the scope of off-shore development functionalities or processes into logical work components in a consistent manner.
毕博信息技术(上海)有限公司
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JPMorgan Chase PeopleSoft 8.8 CRM Solution Implementation Client Challenge The Client Service Organization was delivering inconsistent service results, through duplicative processes and technologies. Management lacked visibility into the quality of service and products utilized by their Fortune 1000 clients. Competitor financial institutions were creating inroads to the client’s market leadership in the delivery of innovative technology and quality service. The fragmented and stand-alone systems did not allow the Product or Relationship Managers to access or evaluate customer or product information. Quality
quality was not managed end-to-end. Product quality was being measured anecdotally. Solution Using the Six Sigma methodology, BearingPoint helped the client measure the current service delivery results and define customer CTQ’s. With this information, BearingPoint assisted the client in designing, building a service platform utilizing PeopleSoft 8.8 Support Modules. BearingPoint integrated key client, product and employee reference data, developed targeted configuration and customizations that streamlined information capture and CTQ tracking. Result BearingPoint provided the client with the technology platform to embark on its Client Service vision of a a global customer view across lines of business and the launch pad for future client service quality and cost-reduction initiatives. AGF Management Limited PeopleSoft 8.4 CRM Suite Client Challenge AGF Ltd, one of Canada's premier investment management companies, retained BearingPoint to implement PeopleSoft CRM 8.4 (implemented PeopleSoft’s CRM Suite; Support, Sales, Marketing and Enterprise Portal). AGF deployed a web-based enterprise-wide CRM solution to its independent broker business model in order to gain efficiency and productivity. BearingPoint provided systems integration and management consulting assistance during the program. The solution addressed the challenges of an intermediary business model and provided AGF with a significant competitive advantage in the marketplace. Solution BearingPoint leveraged components of the R2i toolkit to efficiently deliver a solution that quickly provides value to the client. We developed a prototype of the application to validate its functionality meets the client’s requirements and implemented an enterprise portal. The portal was designed to consolidate disparate data information for improved accessibility and usage in advance of the full CRM implementation. In addition, the BearingPoint team worked closely with AGF to ensure complete transfer of knowledge Result Enterprise Portal and Support are in Production, Sales and Marketing are in development - March 04 roll-out Mobile sales and Analytics planned to be started by 2nd quarter of 2004 PNC Call Center Operations Evaluation Client Challenge The client engaged BearingPoint to help address the business continuity and cost reduction needs
Solution To assist the client with the effort, we conducted a current state assessment and analysis of the client’s existing call center organization; defined a customer treatment strategy; documented
case and implementation plan for its future
business model including the trade-offs, risks and investment costs associated with the migration to the new call center structure.. . Result Through these efforts, we identified a significant level of cost reduction opportunities from the call center’s annual budget, and provided the client with a plan to address technology resiliency
able to maintain its high level of customer service, while benefiting from reductions in business risk and operating cost. The effort was a strategy project that did not involve any changes to the client’s existing applications or technical
the recommendations at some point in the future.
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Marriott Vacation Club International Siebel 7.0 CRM Solution Implementation Client Challenge Client’s vision is to become the premier provider and facilitator of leisure and vacation experiences in the world. They are committed to achieving an aggressive growth in a highly competitive market. The client embarked on a comprehensive process redesign effort focused on revenue growth
with the vision to establish and develop meaningful, lifetime relationships with its customers. Solution BearingPoint provided project management,
integration assistance with the implementation of Siebel 7.0 Call Center module to set the foundation for achieving the clients CRM vision. This effort allowed the client to provide one system that supported its telemarketing, portfolio sales team and on site sales representatives. The CRM solution also increased functionality to enable book of business capabilities and enhanced customer profile information. Result The expected results of the BearingPoint CRM solution are increased referrals and cross-selling
product offerings, reduction in contract recessions and increased profit per lead by targeting customers based on individual needs, preferences and values. Microsoft Siebel implementation, multiple versions Client Challenge Microsoft was challenged with hundreds of non- standardized customer information systems throughout its many geographic subsidiaries and customer units. The disparate systems prevented Microsoft from accessing and sharing important customer profile information across its geographic business units, resulting in costly maintenance, poor quality of data, inefficient data access, and increased complexity of the sales management process. Solution BearingPoint implemented a business process based approach to achieve the goal of a single worldwide sales marketing engagement system-this approach has included the facilitation of business unit concurrence on the standardized “To Be” processes and taxonomy. BearingPoint is also assisting Microsoft in project communications and change management planning, requirements definition, functional design, training planning and materials development, and worldwide deployment. BearingPoint has teams assisting Microsoft in North America, Europe, Latin America, Australia, and Asia. Result The results were: integrated customer and individual profiles; activity, event, lead, opportunity and revenue information across geographies and units; consolidated and simplified user access to sales engagement activity information; enhanced ability to manage the sales process; improved quality of customer information; and, increased timeliness & availability of profile/marketing information. ABN Amro Treasury Services Balance Reporting Product Client Challenge The client provided browser-based access to balance reporting, but wanted to expand the browser-based suite of Treasury products and
access to Money Transfer, Lockbox, Stops, Positive Pay, Investments, F/X, Commercial Loans, and Asset Based Lending. Solution
bank’s current offerings and identified
BearingPoint also performed market research to determine other banks’ offerings and customer
and technical requirements of a Treasury Management offering. · Develop a Treasury Management portal strategy that incorporated CRM and Finance functionality to the product suite. Result Functionality of Real-time and Historical Reporting, Money Transfer, Lockbox, Stops, Positive Pay, Investments, F/X, Commercial Loans, and Asset Based Lending have been made available for commercial customers over the past two years. Customer base has increased by over 500% during that timeframe. Monthly revenues tied to this product have increased 10 fold since 2000.
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