Townhall C

Oracle Town Hall
December 9, 2009
Agenda December 9th
Leadership Update
Mark Twomey
10 minutes
Technology Capability Update
Mike Brown & Mike Reid
10 minutes
Finance Transformation
Colin Hartnett & Team
10 minutes
Customer & Markets
Anh Phillips & Carmine Cutone
10 minutes
Value Initiative Update
Jonathan Jeffer & Elizabeth

Croll
5 minutes
Oracle Excellence Awards
Tom Pendergast
5 minutes
Q&A
Open
5 minutes
Leadership Update
Mark Twomey
Investing in You: Technology Learning Guide

Policy: A minimum of 40 hours of learning is required for all Technology practitioners excluding US
India EBOS.
Use the new Technology Learning Guide to find courses relevant to you. The Service Line curricula
recommend courses based on service line capabilities, knowledge areas, and TIPL competencies.
Contact the Learning team at the US Consulting Learning mailbox with any questions.
Investing in You: External Vendor Training

If you are interested in taking a vendor training course, complete the Vendor Training Request form
. Review the form with your counselor and project leadership. Send the form to your Service Line
Network Leader, counselor, and project partner for approval. Federal: Send the form to your FSL for
approval.
Upon approval, the Learning team will register you for the course and email you, your Service Line
Network Leader, and your resource manager. The Learning team will update your learning history
upon completion of the course.
Technology Capability Update

Mike Brown & Mike Reid
Technology Capability Update Market Trends
Technology Capability Update Market Trends
Oracle Master Data Management and SOA
Oracle Master Data Management and SOA
Technology Capability Update For More Information
Finance Transformation
Colin Hartnett & Team
Agenda
Introduction
Finance
Transformation Overview
Finance
Transformation Certification Update

Financial Reporting Standards (IFRS) Update
wnhall Dec 09 - FT Update v4.pptx
International
Finance Transformation Overview

Finance Transformation (FT) is a set of service offerings assisting Finance executives in visioning, designing , building and
implementing value driven change in the finance organization, processes and systems.
Cost reduction initiatives, business strategy shifts, and M&A transactions have triggered significant re-evaluations of
Finance capabilities in many organizations. This has led to major transformation programs in Finance which go beyond
Finance to impact the entire organization. For CFOs to be successful, they need to ensure they have the right capabilities
in their finance function to meet performance expectations for all of their roles.
Catalyze behaviors across the

organization to execute strategic and
financial objectives while at the same
time creating a risk intelligent
culture.
Provide financial leadership in

determining strategic business
direction,
M&A, financing, capital market and
long term strategies vital to the
future performance of the company.
Protect and preserve the critical

assets of the organization and
accurately report on financial position
and operations to internal
and external stakeholders
Balance capabilities, talent, costs and

service levels to fulfill the finance
organizations core responsibilities
efficiently.
Four Faces of the CFO
FT IMO
FAS
VAL
IMO = Integrated Market Offering

Encompasses all functions
CF
Consulting
Captures the huge breadth of

capabilities and services offered to
CFOs and their organizations
AERS
S&O
FM
EA
Global in scope
F&DS
IA
CA
CG
HC
Tax
All
FT Oracle is a major component

Major strategic initiative for the firm
Link to FT Market Offering Site
https://www.deloittenet.com/CM/IntegratedMarketBundledOfferings/FinanceTransformation/default.htm
What is FT Certification
Definition of certification
Measurable progression paths to

guide our practitioners to stay current
throughout their careers.
Industry, Finance and Vendor

(application) knowledge
FT Project Experience
Outside Certifications
Eminence
A rigorous process that helps ensure

our practitioners have the right
education, experience, and eminence
to provide the best quality and service
to our clients.
FT Certification helps Deloitte

practitioners demonstrate
proficiency in
4 key areas:
Technology Finance Transformation Certification
Deloitte's Finance Transformation (FT) offering has recently been recognized as the market leader by
Kennedy Information
The Technology FT Certification is a rigorous process that encompasses eminence, experience and
education that helps our practitioners provide the best quality & service to our clients
Currently 75 practitioners across all Service Lines are Technology FT certified (OPT leading the way):
Region
IM
SAP Grand Total
India
21
11
32
Mid-America
12
14
Midwest
North Central
Northeast
3
4
5
1
4
4
9
Visit the website

6
Southeast
6
https://www.deloitteresources.com/pgContent.aspx?cid=123988&src=dr&vdr=saba&crscode=USCONS-08
5
West
5
7
Grand Total
56
18
75
Email Technology FT Certification mailbox usnationaltechnologyftcertification@deloitte.com
Contact your regional coordinator:

Region
Contact
Region
Contact
Mid West
Mid America
West
Mani Bunja Ramamoorthy (Chicago)

Hari Ramani (Irving)
Shruti Garg (San Jose)
North Central
South East
India
David Lombardy (Cleveland)

Hari Mundhra (Atlanta)
Sudhindranath Neela (Hyderabad)
North East
Yuhong Gu (New York)
Oracle
Technology FT Certification - Congratulations

Congratulations to the following Oracle Package Technology practitioners who successfully completed the
FT certification process in October:
Oracle FT Certified Practitioners October 2009 Board Meetings

Level 1
Level 2
Christopher Hahn
Christian Weyrauch
Scott Abrams
Barbara Buffington
Hrishikesh Valsangkar
Robert Brown
Subhash Chand
Vinod Pukalay
West
Southeast
Southeast
Mid-America
Mid-America
Mid-America
Mid-America
Mid-America
Costa Mesa
Atlanta
Atlanta
Denver
Houston
Irving
Irving
Irving
John Hughes
Midwest
Chicago
Shalini Shankar
Midwest
Chicago
Piyush Kumar
Midwest
Chicago
Ayan Joshi
India
Hyderabad
Jayashree Satapathy
India
Hyderabad
Smita Sadawale
India
Mumbai
Venkatesh Kunjamur Narayanan
India
Hyderabad
Muhammad Ali Arshad
North Central
Pittsburgh
Sandeep Gaur
North Central
Cleveland
Aditya Vadrevu
Hari Ramani
Manikandan Bunja Ramamoorthy
Anshul Jain
Jaya Shetty
Muralidhar Mandarke Pai
Nagarajan Lakshminarayanan
Swarup Banerjee
West
Mid-America
Midwest
India
India
India
India
India
San Jose
Irving
Chicago
Hyderabad
Philadelphia
Mumbai
Hyderabad
Hyderabad
Be a student of your profession get certified!

January 2010
April 2010
Upcoming Regional Board Meetings:
IFRS Go-to Market Structure, Engagements, Opportunities

Deloittes
IFRS efforts for all functions are driven by a Global Integrated Market Offering (IMO) led by
Nick DiFazio, and in Consulting, Glen Feinberg
IFRS
presents at least two major types of client engagement entry points;

1. IFRS Assessment Engagements Multi-function starting points of an IFRS Program, starting
with technical accounting impacts and culminating in an IFRS Transition Roadmap: Potential =
$s
2. S&O, Human Capital, and Technology (Oracle and other) design and implementation work driven
by, or including, a need to produce IFRS financials : Potential = $$$s
The
firm has completed nearly 140 IFRS Assessment Engagements for clients over the past two years,
with several add-on engagements resulting from this work
Knowledge
of IFRS and capability to deliver IFRS solutions is becoming an important differentiator in the
demand for Financial Process and Systems work
Deloitte
is well positioned in this space we have a methodology, tool sets, quals, and impacts / solution
descriptions in each of the Oracle ERPs & Hyperion
need more Oracle Practitioners to learn about the impacts of IFRS on Financial Processes and
Systems.
We
The SEC has proposed a roadmap to transition from US GAAP to IFRS as the primary financial
accounting method
Deloitte has established an IFRS IMO and is closely monitoring the SECs decision to transition from
GAAP to IFRS
SEC has recently reaffirmed its commitment to adopting IFRS in October during a meeting of the
International Organization of Securities Commissioners in Pittsburgh
Proposed timeline for adoption and transition to IFRS
US SEC Proposed IFRS Time Lines
Oracle and Deloitte IFRS Marketing Campaign
In July Oracle and Deloitte announced alliance to rollout combined IFRS Marketing Campaign
Creating opportunities to inform and educate prospects and clients about
IFRS and impact of converting to new accounting method
Capabilities & qualifications of Deloitte and Oracle
Generating targets and pipeline through series of events and presentations including
Co-sponsored reception for Director Series - IFRS Boot Camp in New York
Co-presented at OOW entitled, Features in Oracle E-Business Suite for International Financial
Reporting Standards
Co-presented(ing) series of webinars for FSI, HC and C&IP industries entitled on The Road
Ahead: Understanding the impact of IFRS on Companies
Upcoming events include
Life Sciences industry webinar
Dec-9 @10:00 am PST
Register here http://www.oraclepartnerevent.com/2009/deloitte-ifrs/
Manufacturing & Distribution webinar
Jan-12
TBA
To Learn More about FT, FT Certification and IFRS

Deloitte FT Website and FT Certification
FT Website:
https://www.deloittenet.com/CM/IntegratedMarketBundledOfferings/FinanceTransformation/default.htm
FT Certification : https://www.deloitteresources.com/pgContent.aspx?
cid=123988&src=dr&vdr=saba&crscode=USCONS-087
Deloitte IFRS Websites

Global IFRS Website: http://www.iasplus.com
IFRS Page on Deloitte.com: http://www.deloitte.com/us/IFRS/
Oracle IFRS page (White Papers, News, Events)

IFRS Page on Oracle.com:
http://www.oracle.com/applications/ifrs/index.html
Oracle Financials Product Marketing Blog:
http://www.blogs.oracle.com/FinancialsMkting/
- 22 -
Copyright 2009 Deloitte Development LLC. All rights reserved.
Oracle Financials Product Marketing Blog
Customer & Markets
- 23 -
Carmine Cutone & Anh Phillips
The FY10 Transition to Customers and Markets

As part of the Markets & Services Integration Group, the Customer Practice market offering
has transformed into the Customers and Markets Market Offering Group.
FY10 Customers and Markets
FY09 Customer Practice
Commercial Leadership*
Customer Experience
Contact Center
Customer Insights
CRM Transformation Oracle
Marketing & Brand Effectiveness
CRM Transformation Salesforce.com

CRM Transformation SAP
Order Management
Customer Management Strategy

Pricing & Profitability Management
Direct to Consumer
Marketing and Brand Effectiveness
Product Management
Pricing & Profitability Management

Sales Effectiveness
Service Effectiveness
Sales Force Effectiveness
* Sector-specific offering
- 24 -
Sales & Marketing Strategy
Customers and Markets
Mike Simonetto
Commercial Leadership
Kim Porter
TPM/TSE, Shopper Marketing, Synchronization, Pricing, Cost to Serve
Contact Center
Rob Rose
Process and technology services related to transforming our clients Contact Center systems
and operations
CRM Transformation Oracle
Carmine Cutone
Enterprise enabled customer transformation using Oracle Siebel to improve sales, marketing
and customer service
CRM Transformation
Salesforce.com
Tina Phillips
CRM sales, marketing, service and contact center transformation enabled by salesforce.com
implementation
CRM Transformation SAP
Andy Main
ERP enabled customer transformation using SAP CRM to improve sales, marketing and/or
customer service
Customer Management Strategy
Jonathan Trichel
We help our clients attract and retain their most profitable customers by enhancing the quality
of interactions, at every touch point, throughout the customer lifecycle
Direct to Consumer
Kasey Lobaugh
Assisting clients with their efforts to establish or scale their direct to consumer elements of
their business. This may include ecommerce, mobile phone apps, call centers, catalogs or
other elements of the non-store based consumer facing business. It includes direct
marketing, order capture, order management and order fulfillment and ancillary processes
Marketing and Brand

Effectiveness
Christine Cutten
Understanding consumer segments, needs, and profitability/value to improve sales, product

innovation, and marketing process. Developing KPI's and ROI measures for marketing
activities. Improving branding
Pricing & Profitability

Management
Mike Simonetto
Helping businesses increase their margins or market share by improving the way they
analyze, set, and deliver prices to the marketplace, as well as enforce pricing policies
Sales & Marketing Strategy
Art Ash
Driving profitable growth by developing effective go to market strategies and ensuring that
the value of investments marketing, sales, and channel is realized
Sales Force Effectiveness
Michael Herman
Advisory services related to a companys sales organization, deployment, rewards, training

and system technology selection and support
- 25 -
The FY10 Customers and Markets Offering Portfolio and Leads
Recent Customers and Markets Successes in the Marketplace

Over the past year, the market offering group has achieved recognition in the analyst community, from
Gartner to Kennedy to CRM magazine. They have applauded our Customer practice for the breadth
and depth of our offerings, indicating the strength of our vision and understanding of the market and our
clients needs.
Deloitte is a leader in breadth and

depth according to Kennedys
recently-released vanguard
assessment of Customer
Strategy and Interaction
Consulting Marketplace and ranks
second behind McKinsey, in size of
practice.
- 26 -
For the second year in a row,

Deloitte wins CRM magazines
Market Award in the category of
Consultancies, again beating out
Accenture which previously held
the crown for 5 consecutive years.
In May 2009, we improved our

position on execution as well as
vision in Gartners CRM Magic
Quadrant for Service Providers
NA.
Building Our Practice Internally

We continue to strengthen our infrastructure through communications, training, and a Customers and
Markets Nerve Center to support our practitioners and provide a framework around collateral,
thoughtware, methods, and tools.
Communications: We continue a monthly newsletter and a DeloitteNet page
Customer Chronicles newsletter published monthly since April 2007
Cross-Service Area and global S&O readership
Features a monthly spotlight article, a specific market offering focus, a project
spotlight, a global update, a list of featured intellectual property, and the latest
wins and pursuits
Continual build out and development of DeloitteNet site
Training: We are building out our training program:
Launched a two-hour cross-Service Area 101 course: The Basics of Customer Strategy
Continued to build out market offering-level curriculums that leverage existing best of
breed training as well as newly-created cross-Service Area courses
Supports a variety of inquiries ranging from basic issue and practice overview to
quals to collateral for support on pursuits:
Project/pursuit support materials
Practice information
Provides access to a library of thoughtware, quals, collateral, directory
- 27 -
Nerve Center: Launched last year as a one-stop shop for everything Customer, the
nerve center is a reliable and intelligent source information and resources:
CRM Transformation Oracle is the Siebel Practice

Deloitte Consulting has a leading Oracle-Siebel practice with a track record proven by customer
satisfaction scores and Oracle awards.
Siebels first Global Strategic Alliance

Partner (established (1998)
Deloitte Consulting typically works
with Siebel product releases since
pre-beta versions, and has helped to
design functionality in the latest
releases.
Collaboration around innovative
product development
Siebel Capabilities
Siebel Results
900+ projects delivered to-date

delivered by 1000+ Siebel-trained
practitioners globally
Exceptional customer satisfaction

results with highly referenceable
clients
2 Off-Shore Deloitte-owned facilities

in India with over 5,000 individuals
across the Deloitte functions
First Siebel Partner of Excellence

Award for North America (2000)
First Siebel Customer Experience
Blueprint endorsed Systems
Integrator (2005)
Siebel Integrated Tools and

Methodologies including:
Value Map for Siebel 8
Leader in industry solutions
Capability Print Mapped To Siebel
Strong relationship with product

marketing & engineering (product
design, fixes, upgrade direction, etc.)
Process, Requirements, Fit/Gap &

LOE Database
Siebel UI Design Accelerator
Siebel CRM Field Guide
Titan Award Winner for the Siebel

solution (2006)
Titan Award Winner for the Siebel
solution (2008)
Titan Award Winner for
Manufacturing solution - Siebel
based - (2008)
Siebel Upgrade In A Box

Siebelyzer Estimator Tool
Cost effective delivery model
- 28 -
Siebel Relationship
Metrics Trend FY10 Vs. FY09
Our utilization is consistently above plan.

We have an active pipeline and we are planning to hire Siebel practitioners
- 29 -
Please submit resumes to jcottrell@deloitte.com
Client
Project Contact
Total Fees
AARP
Carmine Cutone / Sudi Chakravarthy
$1.5 M
Agilysys
Jeff Davis / Sang Peiris
$725 K
BC ICM
Sucha Kukatla / Manoj Bajaj
$12 M+ ($50 M over 5 yrs)
Genzyme Genetics
Carmine Cutone
$8 M
Intuit
Jim Davis / Aaron Sotelo
$2 M
Juniper Networks
Scott Pfeiffer / Mike Reid
$40 M+
MEDRAD (Bayer)
Carmine Cutone / Pradeep Khandelwal
$7 M
QVC
Rick Westra / Alex Sasieta / Jamie Witherspoon
$10 M+
Alex Sasieta / Zach Aron
xxxxx
Nidal Haddad / Eric Piepho
$39 M+
Financial Transactions Processor

#1
WellPoint, Inc.
- 30 -
Current Siebel Projects
- 31 -
Project Spotlight on Genzyme
- 32 -
Genzyme Project Overview and Scope
- 33 -
Genzyme: We Got from Here
Genzyme: to Here
Improved One-Call Resolution
Specialized Instructions for
personalized testing
Centralized client interaction
management across all clients and
labs
9 lab/call center locations nationally

417 unique users
At any given time, approximately
90 call center agents
150 lab users
55 inbound/outbound calls per
agent per day
Average call lasts 2 min
Facilitates internal and external

issue resolution
Contract management with on-line
documents and faxing
Improved data quality and
governance
Enhanced management reporting
- 34 -
Virtual, real-time access to critical

client inquiry information test
reports, status, pricing, invoice etc.
Genzyme: The Impact on Our Client

Michael Sapeta, Client Services Site Director, Santa Fe
Siebel allowed me to anticipate a client problem and offer immediate resolution.. It also allowed us to
be proactive regarding any additional samples in the system. It was a very positive interaction.
Regional Sales Director
We havent heard ANY client complaints. When Fusion went live, we had hundreds of calls and things
were spinning out of control.
Mary Cruse, Director Client Services
Ive been through a dozen implementations. By far, this is the smoothest implementation Ive ever
experienced. Im VERY impressed with what our team!
Mike Minahan, Vice President of Sales
Amazing! Amazing! This implementation has been amazing! Nothing like this has EVER been done
in the HISTORY of Genetics!
Jon Hart, General Manager

When I talk to the Board tomorrow, Im going to have a big smile on my face because you have
worked so hard and delivered a great product
- 35 -
Cindy Conde, Vice President of IT

This was an outstanding cross-functional team effort . . Proactive and comprehensive planning has
really paid off!
Getting Involved
To get involved or find out more, please reach out to:
Carmine Cutone, CRM Transformation Oracle, Siebel Practice
Anh Phillips, Customers & Markets Market Offering Group
- 36 -
US Customer Practice mailbox
Value Initiative Update
- 37 -
Jonathan Jeffer & Elizabeth Croll
Deloittes Enterprise Value COE
The Value COE:

What we can OFFER you and
your client
D el o i t te E nt erpri se V al ue M ap T M
(Practical pathstoincreaseshareholder value)
Shareholder Value
Its easy tosay shareholdervalueis important.

Herearetwosimpleways to useit:
Not so easy to makeitinfluencethedecisions
Startat thetop. Working your way down,
thatare madeevery day: wheretospendtime
andresources, howbesttogetthings done, and,
ateach step askyourself, Howwill we
ultimately, howto winin thecompetitive
improvethis? This will helpensurethat your
marketplace.
tactics support your objectives.
This Mapis designedtoacceleratethe
Startat thebottom. Workingyour wayup,
connectionbetween actions you can takeand
shareholder value. Itis notrocketscienceandit
ateach step askyourself, Why arewedoing
isnotcomplete, butit can jump-start the
this? This will helpensurethatevery tactic
process of focusing onthethingsthatmatter
leads to shareholdervalue.
mostand then choosing practical ways toget
themdone.
Operating Margin
RevenueGrowth
Asset Efficiency
(after taxes)
Expectations
How Value is Created

(ValueDrivers)
Volume
Acquire Ne w Customers
Selling, General &

Administrative
(SG&A)
Price Realization
Ret ai n and Grow C urrent

Customers
Le ve ra ge Inc omeGenerat ing Asse ts
Improve
Customer Interac ti on
Effici ency
Stre ngthen Prici ng
Cost of GoodsSold
(COGS)
Improve
C orporat e/ Sha red Se rvic es
Efficiency
Improve
Logist ics & Service
Provisi on
Effi ciency
Improve
De ve lopme nt & Product ion
Efficiency
What You Can Do
IncomeTaxes
Property, Plant &

Equipment
(PP&E)
Inventory
Receivables
& Payables
Improve
Inc ome Tax
Efficiency
Improve
PP &E
Effi ciency
Improve
Inventory
Effi ciency
Improve
Rec ei vabl es & Pa ya bl es
Effi ciency
Company Strengths
External Factors
Improve
M anagement & Governance
E ffec ti ve ness
Improve
Exe cution Ca pa bi li ti es
(Improvement Levers: Business Processes,

Assets and Organizational Capabilities)
Marketing &
Sales
ChangeWhat You Do
-
Wha t you pr ovid e

Who m yo u t arg et and se rve
How you com pet e
Whe re you dep loy res ourc es
Which op era tion s yo u o utso ur ce
Do What You Do Better

-
Stre ngt hen go ver nan ce a pp roa che s

Align res our ces w ith s tra teg ie s
Im pro ve busin ess pro cesse s
Hon e st rat egic cap abilitie s
M ana ge tax im pa cts and op por tun ities
Im pro ve contr ol / re du ce r isk

Colla bor ate mo re ef fective ly
Satisf y cu stom er s, em plo yee s an d
ot her sta keho lde rs
BUSINESS PROCESS GR OUPING S

BusinessStr ategy and Management
(B us in es s an d F i nan c ia l S t ra t eg y, Me rge rs an d A cq ui si t io ns , T ax
Ma na ge me nt , Ris k Ma na ge me nt , Com pl ia nc e Ma na ge men t , P rog ram
Ma na ge me nt an d P erf o rman ce Man a ge men t )
Customer Strategy, Relationships and Interactions

(Ma rket i n g, S a le s, De li ve ry/ P ro vi si o ni ng , B i l i ng a nd S ervi ce )
ProductSt rategy, Development and Production

(I nn ov at io n a nd Des ig n, S up pl y Cha i n Ma na ge me nt , P ro du ct i on
Op era ti on s a nd L o gi st ic s)
Human CapitalStr ategy and Management

(Rec rui t me nt , De ve lo pm en t , A dm in i st rat i on a nd
P erf orm an ce M an ag em en t )
IT Strategy and Management

(Des ig n, Dev el op me n t, Dep lo ym en t , Op era ti o ns a nd
P erf orm an ce M an ag em en t )
In cre as e f oc us o n
hi gh -va lu e/ h ig hpo t ent i al cu st om ers
Account
Management
Cash/Asset
Management
Pric e
Opt imiza tion
Market ing &

Advertising
Sales
Customer
Service &
Support
Business
Management
Financial
Management
Co n sol id a te an d/ o r
a l ig n f in an ci a l
p l an ni ng ,
m an ag em en t a nd
re po rti n g f un ct i on s
Product
Devel opment
Ra t io na l iz e an d/ o r
re f oc us p rod u ct a nd
serv ic e p ort f ol io s
Materials
Producti on
Logistics &
Distri bution
Mercha ndising
Servic e
Del ivery
Income Tax
Management
Real Estate &

Infrastructure
Equipment &
Systems
Finished
Goods
Work in
Process &
Raw Materi al s
Acc ount s,
Not es&
Int erest
R eceivable
Acc ount s,
Notes &
Int erest
Payable
Governance
Business
Planni ng
Business
Performance
Management
Rat i o nal i ze a n d/ or
re fo cu s pro du ct
po rt f ol io
Rat i on al i ze a nd / or
ref o cu s pro du ct
po rt f ol io
ref o cus se rv ic es
of f ere d
re fo c us p rod uc t a nd
s ervi c e po rt fo l io s
Ra ti o na li ze an d/ or
re fo cu s p ro d uct
p ort f ol io
Ref i ne da ysou t st an di n g st rat e gy
Ra t io na li ze I T
a pp li ca t io n p ort f ol io
Co ns ol id at e o r
o ut so urc e d esi g n an d
d ev el op men t
f un ct i on s
Con s ol id at e o r
ou t so urc e l ear ni ng
an d d e vel op me nt
f un ct i on s
Con so li da t e or
ou t sou rce
pro cure me nt f un ct i ons
Im pro ve a li g nm ent of
bu si ne ss u ni t
st rat eg i es wi t h
en te rpri se st rat eg i es
Co n sol id a te an d/ o r
a l ig n f in an ci a l
a cc ou nt i ng an d
a n al ysi s f un ct i on s
In cre as e em ph as is on
mod ul a r, e xt en si bl e,
sca la bl e d es ig ns
I n cre ase em ph as is o n
d e sig n in g f or
m at e ri al s e f fi ci e ncy
I mp rov e f oc us o n
h i ghe r-va lu e p rod uc ts
I nc rea se e mp ha si s on
de s ig ni ng a n d
pa c kag in g
f or d is tr i bu t io n
Ref i ne an d/ or a li gn
me rch an di si ng
st rat e gi es
(cent ral vs. l ocal
merchand isin g, e tc. )
I ncre as e e mph a si s on
se rvi ce p rev en ti o n /
Red uc e n eed f or
se rvi ce
I nt e gra te t ax o pp o rt un i ti es an d i ss ues
i nt o b us in es s p la nn in g
p roc ess es
De ve l op b us in es s
m od el s wi t h lo w rea l
e st a te req ui rem en ts
O ut so urce bu si ne ss
f u nct i o ns
De ve lo p l ow-I nv en t ory
b us in es s mo de ls
I nc rea se e mp ha si s o n
d es ig ni ng fo r
ma nu f ac tu ri ng
e f i ci en cy
Coo rdi n at e
ma na ge me nt of
cre di t / re ce i vab le s
ac ros s bu si n ess uni t s
Coo rdi na t e
ma na ge me nt of
pa ya bl es ac ro ss
bu si ne ss u n it s
I mp rov e c omm un ic at i on bet we en th e

b oa rd, ma na ge me nt ,
s ha reh ol de rs an d t h e
p ub li c
I mpr ove al i gnm en t o f

cu st om er, pro du ct ,
ad ve rt is in g, sa le s,
se rvi ce , s up po rt , a nd
f ul f il l men t s t rat eg ie s
E st ab li sh pro gra m/
pro je ct de l iv ery a s a
ke y co mp et en c y
Im pro ve e f fe ct i ve ne ss
of org an iz at i on al
st ruc tu res
E s ta b li sh p roc es s
i mp rov em ent a nd
i n no va ti on as k ey
c om pe te n ci es
E st a bl i sh
c ross -co mpa n y
c ol l abo rat i on as a ke y
c omp e te nc y
I mp rov e i de nt if i ca t io n
o f s t ake h ol de r g rou ps
a nd est a bl i shm en t o f
p rio rit i es
Es t ab li sh ag il i ty an d
f le xi bi li t y a s ke y
co mp et en ci es
Es t ab li sh
de ve lo pm en t o f
st rat eg i c as se t s as a
ke y co mp et en cy
I n cre ase use of l owe rc os t b il l in g ch an n el s

(aut omat ed, s elf -service ,
et c. )
Co ns ol id at e IT ,
t e le co m an d n et wo rk
e qu ip me nt an d
f a ci li t ie s
o ut so urc e
i mp rove me nt an d
d ep lo ym ent
ou t so urc e be n ef it s
ad mi ni st ra t io n
f un ct i on s
Ref in e v en do r
st rat eg i es
orga n iz at io n s tr uctu res a nd go ve rna nc e
mod el s wi t h b usi ne ss
st rat eg i es
I m prov e a li gn me nt of
f i na nc ia l s tr a t eg ie s
wi t h co rpo rat e
s t rat eg ie s
Co n sol i da t e or
ou ts ou rce p rod uc t
de vel o pme n t
fu nc ti o ns
Ra t io na l iz e/
c on so li d at e v en dor
p o rt f ol i o
I n cre ase em pha s is o n

d es ig n f or p rod uc ti on
e f fi ci e ncy
Ref i n e/ al i gn
l og is t ics an d
di st ri bu t io n s tr a t eg ie s
Ma na ge pu rcha si n g
on a n at io na l /g l ob al
ba si s
I mpro ve fo cu s o n
hi gh e r- v al ue cus t om er
rel at i on sh ip s
Ma xi mi ze ta x b en ef it s
a sso ci at e d wi th ma jo r
b us in ess de ci si on s
(M&A , conso lid at ion, out sou rc ing, s it e sel ecti on, e tc. )
Re d uce nu mb er of
d a ta ce nt ers , b ran ch
o f f ic es, d ea le rsh ip s,
re t ai l o ut l et s , e tc .
Co ns ol id a te
I T sys t em s,
p rod uc ti o n l in es a n d
s ervi c e me ch an is ms
re fo cu s c ust o me r
s eg men t s an d
d is tr i b ut io n c ha nn el s
u se o f c om mon
c omp on en t s
I mpr ove man a ge men t

of cre di t ris k ac ross
bu si ne ss un it s
I nc re as e f oc u s on
ve nd ors wi t h
f av orab l e pa ym en t
t erms
S t ren g th en an d
c omm un ic a te mis si on ,
v is io n, va l ue s an d
e t hi cs
I nc re a se e mp ha si s
on ris k-i nf o rm ed ,
sc en ari o-b as ed
pl a nn in g
I nc re as e e mp ha si s on
co nt i nu ou s, pro ac t ive
ma na ge me nt of
in ve st me nt po rt f ol io s
nI cre as e f oc us o n
ma nag eri a l, fo rward lo ok in g i nf orm at i on
I m pro ve e f e ct i ven e ss
o f org an iz at io n al
s t ruct u res a nd
g o vern an ce m od e ls
I n cre ase pro act i ve

p urs ui t o f
p art n ers hip s, me rge rs
a nd ac qu is it i on s
E st a bl is h
ma n ag eme nt o f ke y
s ta ke ho ld e r
re la t io ns hi ps a s
o rga ni za t io na l pr io ri t y
Es t ab li sh pro du ct ,
se rvi ce a nd pro ce ss
in no va t io n a s ke y
co mp et en ci es
I ncre as e em ph a sis on
le ve rag in g st ra t egi c
as se ts
Con so li da t e or
ou t sou rce s e rv ic e a nd
su pp ort op era t io ns
Co ns ol id at e or
o ut so urc e o rde r
f u lf i l me nt f un ct io ns
(pi ck, pac kan d ship ,
i nst all , provi sio n, et c. )
Co ns ol id at e or
o ut so urc e d es ig n,
d ev el op me nt an d
d ep lo ym en t s ervi c es
o ut so urc e p ro p ert y
ma n ag eme nt
f un ct i on s
ou t so urc e pa yro l
f un ct i on s
Rat io n al iz e/
con s ol id at e v en do r
po rtf o li o
cap i ta l b ud ge t s an d
prog ram pl an s wit h
bu si ne ss p rio rit i es
S t re ng th en
e n te rpri se -w i d e
f i na nc ia l re po rt in g
s t an da rd s
In cre as e us e o f l owe rcos t p rod uc t

de vel o pme n t
cha nn e ls
I n cre ase f ocu s o n

m at e ri al s- ef f ic ie nt
p rod uc ti o n
m ech a ni sm s
Co ns ol id at e or
o ut so urc e p rod uc ti on
f u nct i on s
I nc rea se f o cu s on
hi g he r-v al u e pro du ct s
an d p art n ers
Con so li d at e o r
ou t so urce
me rch an di si ng
f un ct io n s
I ncre as e e mph a si s on
de si gn i ng f or s erv ic e
ef f ic ie n cy a nd s el f se rvi ce
A cc el era t e or d ef e r
i nc ome / ex pe ns es
Ra t io na l iz e
p rod u ct io n f ac il i ti e s
De f er/ ch an ge t imi n g
o f c ap i ta l i nv es tm en t s
I nc rea se em pha si s o n
h ig h-t u rn pro du ct s
d es ig ni ng fo r
ma t eri al s e f i ci en cy
I nc re a se f o cu s on
cu st om er s eg men t s
wit h lo w cred i t/ l oa n
ne ed s
Rat i on al i ze/
co ns ol id at e ven d or
po rt fo li o
B u il d v al ue s a nd
e t hi cs i n to co rp ora t e
c ul t ure
I mpr ove in t eg rat i on o f

sh ort - an d l on g-t erm
bu si ne ss pl an ni ng
I mpro ve ef f ec ti ve n ess
of pro gra m/ pro j ect
go ve rna nc e mo de l s
In cre as e f oc us o n k ey
pe rfo rma nce me t ri cs
I n cre ase em ph as is on
c ros s-bu si n ess -un it
a n d cros s-c om pa ny
c ol l ab orat i o n

o pe rat i on al in t eg rat io n
wi t h p art ne rs
I mp rov e re lat i on sh ip
ma n ag eme nt
s tr a t eg ie s f or ke y
s ta ke ho ld e r g rou ps
I mpro ve ag il it y a nd
f le xi bi li t y o f
org an iz at i on al
st ruc t ure s
Ut il iz e t ax -ef f ec t ive
co rpora t e s tr u ct ure s
f or own ersh i p/ l ic en sin g o f i nt a ng ib l e
as se ts (pa te nts, tr ade
names, I P, etc .)
Fo cu s sa l es e f f ort s on
hi gh e r- m arg in
pro du ct s a nd serv ic es
I mpro ve e mp ha si s o n
pro du ct qu al i ty a n d
ea se o f serv ic e
Co ns ol id at e or
o ut so urc e b il li n g
o pe rat i on s
Co ns ol id at e or
o ut so urc e o pe rat i on s
a nd mai n te na nc e
s ervi c es
I nc rea se u se of l ower c ost rea l e st a te an d

f ac il i ti e s / Re l oca t e
b us in es s op era t io ns
I mp rov e f ocu s o n
em pl oy e e ret e nt io n
St a nd ard iz e p ro d uct
cat a l ogs
(e quip ment, of fi ces uppl ie s,
promo ti onal materi als, etc .)
Al i gn M & A s tr a t eg ie s
wit h b us in es s
ob je ct iv es
Ra t io na l iz e po rt fo l io o f
f i na nc ia l s erv ic es
p rov id ers
Im pro ve f o cus on
hi gh er-va lu e c us to me r
seg me nt s a nd
prod u ct s
De si gn pro du ct s t o
u se c o st -ef f ec t iv e
m at e ri al s
I n cre ase use of l ower c os t p ro d uct i o n

c ha nn el s
Con s oli d at e/
ou t so urce l ogi st i cs
an d d is t ri b ut i on
f un ct i on s
Ref i ne ven d or/

su pp li e r s tr a t eg ie s
I ncre as e u se o f
ch ea pe r serv ic e
ch an ne ls
Mi g rat e i nc ome t o
l ow-t ax ju ris di ct i on s
O ut so urc e b usi n ess

f u nc ti o ns
I n cre ase em ph as is o n
d es ig n f or
m an uf ac t ura bi l it y a nd
s ervi c e
I nc rea se em pha si s
o n b ui ld -t o-o rd er
Rat i o nal i ze ra w
ma t eri al s
cre di t wort h y cu st om er
se gm en ts
i n te rna l co n tr o ls a n d
re gu la t ory c omp l ia nc e

HR an d t ec hn ol o gy
st rat e gi es wit h
bu si ne ss st rat e gi es
pro je ct qu al i ty an d
ris k ma na ge me nt
nI cre as e em ph as is
on peo pl e/ t a le nt
de ve lo pme n t
I n cre ase em ph as is on
q u al it y ma n ag eme n t
a n d be nc hma rki ng
By p ass cu r e nt
ch an ne ls / S e l
di rec t ly t o cus t ome rs
Desi g n pr odu c ts f o r
ea se -o f -us e / se lf se rvi ce
I mp rov e em ph a si s on
d es ig n f or p ac ki ng /
s hi pp in g e f fi ci en c y
Co ns ol id at e or
o ut so urc e e nd -us er
s up po rt
Ou t so urce pro pe rty

t ax ad mi ni st rat i on
a ct iv it i e s
(compl ian ce, ass essment ,
ne got iat io ns, et c. )
Dev e lo p/ i nt eg rat e
gl o ba l HR pra ct i ce s
(in ternal / exte rna l, onsho re /
of f sh ore, et c. )
In cre as e us e o f l owe rcos t cha n ne ls

(se lf -s ervice , etc .)

b u si ne ss i ns ig ht an d
f o rward- lo oki n g
i n fo rmat i o n
re al i gn pro duc t
de vel o pme n t
ef f ort s

c omp o ne nt reu se
I n cre ase qu al i ty a n d
c on si st en cy of
m at e ri al s
I nc rea se u se of lo werco st l og is ti cs a n d
di st ri bu t io n c han n el s
Rat i on al i ze/
co ns ol id at e ven d or
po rt f ol io
Con so li d at e or
ou t so urce se rv ic e
op era ti o ns
Ut i li ze t a x-e f e ct i ve
c orp orat e st ruc tu res
f or o wne rsh ip /l i ce nsi ng of in t an gi bl e
a sse t s (pat ent s, t ra de
na me s, IP , et c. )

ri sk i d en ti f ic at i on an d
m an ag em en t
I nc re a se c on si de rat io n o f M &A a nd
di ve st i tu re o pt i on s
rea li za t io n o f t a rg e te d
bu si ne ss b e ne fi t s
In cre as e f oc us o n ri sk
ma nag em en t a nd
re g ul at ory com pl i an ce

b u si ne ss co n ti nu i ty
p l an ni ng
Rat io n al iz e a nd / or
ref oc us pro duc t an d
se rvi ce p ort f ol i os
T a il or a cco un t
m an ag em en t
a p pro ach es t o
c us t om er seg me nt s
I mpr ove id en t if i cat i o n

of va lu a bl e c ust o me r
rel at i on sh ip s
I mpr ove in ve st me nt
ret u rns o n ca s h/
t rea su ry f und s
I mpro ve bra nd
awa ren es s / E l ev at e
bra nd i m ag e
I mpro ve
un de rst an d in g o f
cu st om er pri ce
se ns it i vi ty
I mpr ove
un de rst a nd in g o f
cu st om er, pro du ct
an d c ha nn el
pro f it a bi li t y
I mpr ove
ch urn / de f ect i on
dri ve rs
Li ce ns e o r sel l
i nt el l ect u al ca pi ta l to
ot h er en t erp ris es
Obt a in ex cl us iv e
ag ree me nt s wi t h
pa rt ner s
(lic enses, dis tr ibu to rsh ips,
etc .)
I mpro ve
un de rst an d in g o f
pro du ct / ser vi ce v al ue
t o cu st om ers
S el l a pp rec ia t ed
as se ts
Al i gn ad ve rti si n g wit h
pri ci ng st rat e gi es
re f oc us p rod uc t
p o rt f ol i o
Ra t io na li ze an d/ o r
re fo c us pro du ct
p ort f ol io
re f oc us p rod uc t a nd
s erv ic e p ort f ol io s
I n cre ase em ph as is
o n p reve n ti ve
e qu ip me nt
m ai nt e na nc e
Rat i o nal i ze an d/ or
re fo cu s pro du ct
p ort f ol io
Ref i ne cred i t /d ay srec ei va bl e s t ra t eg y
Ma na g e ma te ri al s
s ou rc in g o n a
n at i ona l / gl ob al ba si s
nI cre as e em ph as is
on con t in uo us ,
pro act i ve p e rf o rman ce m an ag em en t
E s ta b li sh a cu lt u re
c en t ered on
o p era ti on al
e xc el l en ce
I n cre ase fo cu s o n
p art n ers hip , me rg e r
a nd ac qu is it i on
o pp ort u ni ti e s
I nc rea se fo cu s o n
s ta ke ho ld e r
re la t io ns hi ps
St rategic
Assets
Ma nag e p roc ure men t

on a na t io na l /g lo ba l
ba si s
I n cre ase use of l owe rc os t d el iv ery /

i n st al la t io n c han n el s
(sel f -servi ce, pa rt ne rs, etc .)
Dif f ere nt i at e s erv ic e

t re at m ent o f
cu st om ers/ s eg me nt s
hi gh e r- v al ue
cu st om ers /s eg me nt s
Ac q ui re co mp et i to rs
en t erpr is e-wi de
pro gra m pl a nni n g an d
co l ab o ra t iv e p rog ram
de l ive ry
Agili ty &
Fl exibi lity
ou t so urc e rec rui t men t
f un ct i on s
I mpro ve f o cu s o n
se gme n ts wi t h l owe r
av erag e c os t -t o -se rv e
I ncre as e u se of lo werco st sa le s ch an ne ls
(tel esal es, o utl et s, sel fservice , et c.)
I mpr ove f ocu s o n

hi g he r-v al u e
ad ve rt is in g c han ne l s/
me di a
Rat i on al i ze t a rg et e d
ma rket s and cu st om er
se gm en ts
I m pro ve a sse s sme nt

a n d be nc hma rki ng of
b u si ne ss p roce ss
p e rf o rman ce
I mp rov e ab i li t y t o
i d ent i f y an d a ss ess
p art n eri ng
o pp ort u ni ti e s

p o st -merg er sy ne rgy
a n d co st red uc ti on
p rog ram s
s t ru ct u re an d
i mp le me nt du rab le ,
m ut u al ly b en e fi ci al
p art n ers hip s
I mp rov e i de nt if i ca t io n
o f o pp ort u ni ti e s t o
i nc rea se v al ue to
s ta ke ho ld e rs
I mpro ve
co mmu ni ca t io n a nd
kn owl ed ge t ra ns f er
ac ros s org an iz at i on al
bo un da ri es
Deve l op a n d u ti l ize
un iq ue ph ysi ca l
res ourc es
(faci li ti es, l and , et c.)
Im pro ve a na ly si s o f
ma nag eri a l
in fo rma ti o n
I n cre ase in t eg rat i on o f

b u si ne ss p roce ss es
a cro ss o rga ni za t io na l
b o und ari e s
i n te gra te me rg e d
a nd ac qu ir e d
o rga ni za t io ns
I mp rov e
c omm un ic at i on wi t h
s ta ke ho ld e r g rou ps
f le xi bi li t y o f p art ne r
org an iz at i on s an d
ne t works
un iq ue hu ma n
res ourc es
(thou ght l eade rs , ma nage rs,
subj ect mat te r exp erts, et c. )
mo st i mp ort an t
ma nag eri a l
in fo rma ti o n
I m pro ve i de nt i f ic at io n
a n d mi ti ga t i on o f
o p era ti on al ris k
(pe ople , process , t echn olo gy, da ta, e tc .)
I mp rov e
u nd ers ta nd i ng o f
p art n er st ren g th s,
we ak ne sse s a nd
i n te res ts
Im pro ve
com mu ni ca t io n
aro un d im pro ve me nt
pri ori ti e s
I m pro ve b us in es s
c on t in ui t y pl a nn in g
a n d di sa st e r re co ve ry
c ap ab i li t ie s
I mp rov e i nt e gra ti on of
b us in e ss p ro ce ss es
a cro ss p art n er
n et wo rks
I mp rov e mo n it ori ng
a nd man a ge men t o f
re gu la t ory c omp l ia nc e

bu dg e ts a n d ca pi t al
pro gra ms wi t h
st rat e gi c p rio rit i es
I mpro ve pro gra m/

pro je ct ma na ge me nt
me th od s a nd to o ls
Im pro ve a bi l it y
to la un ch
imp rov em en t e f fo rt s
I m pro ve ma n ag em en t o f re gu l at ory
c om pl ia nc e
I mpr ove
i nt ern al va lu e a nd
ma rke t v al ue of
bu si ne ss un it s
I mpro ve tr a ck in g a nd
co mmu ni ca t io n o f
pro gra m/ pro je ct
pro gre ss
Im pro ve a ss ig nm en t
of ac co unt a bi l it y a nd
au t hori t y
I m pro ve p hy si ca l
s ec uri t y of pe o pl e
I n cre ase use of

v en do r-man ag e d/
v en do r-ware ho us ed
i n ven t ory
I mp rov e de s ig n,
d ev el op me nt an d
t e st in g p roce s ses
Im pro ve p rod uc t
pro cure me nt
pro ces se s
(e quip ment, suppl ie s, et c. )
Im pro ve
st rat eg i c pl a nni n g
proc es se s
I m prov e
c as h/ t rea su ry
m an ag em en t
p rac t ic es
Im pro ve i de nt i f ic at io n
an d di sc on t in ua t io n o f
un suc ce ss fu l
ef f ort s
I mp rov e
p rod uc ti o n sc he du l ing
a nd st ag in g
p roc ess es
I mp rove in ve nt o ry
re cei pt an d s t ora ge
pr oce ss es
I mpr ove
me rch an di se
ord eri ng an d re cei pt
pro ce ss es
I mp rov e f oc us o f t a x
f un ct i on / de pa rtm en t
o n p ro ac t iv e t ax
p la nn in g
Re co nf i gu re f ac il i ti e s /
I n cre as e ut i l iza t io n o f
f a ci li t ie s
Ut i li ze mo re
e f fi ci e nt pro du ct io n
e qu ip me nt
I mp rov e
d em an d f ore ca st in g
I mp rov e
d ema n d f ore ca st in g
T ig ht e n cre di t / lo an
t erm s
Le ve rag e cre di t rat in g

t o l en gt he n p ay me nt
cy cl es a nd red uc e
in t ere st rat es

an d p red ic t io n o f
i nd ust ry a n d ma rket
t ren ds
I mpro ve st ruc tu ri ng
an d l au nc h o f
co he si ve p rog ram
po rt fo li o s
Im pro ve
de t ermi na t io n o f ke y
pe rfo rma nce me t ri cs
an d t arg et s
I mpro ve wo rkf o rce

pl an ni ng an d d is pa tc h
pro ces se s a nd t o ol s
I mp rov e cre di t
a na ly si s
p roc ess es
I mp rov e se le c ti on ,
a cq ui si t io n a nd
c on tr act i ng
p roc ess es
I mp rov e rea l e st at e
s el ec t io n, acq u is it i on
a nd con t rac ti ng
p roc ess es
I mp rov e
t rai ni ng
pr oce ss es
Im pro ve s erv ic e
pro cure me nt
pro ces se s
(t ravel , cont ract l abor, e tc. )
Im pro ve
prog ram pl an ni ng
proc es se s
I m prov e d eb t a nd
e q ui ty man ag e men t
p roc es ses
con ce pt i on / in it i at i on
proc es se s
I m prov e ma t eri al s
e f f ici e nc y of
p rod uc ti o n pr oce ss es
I mp rov e
m an uf ac t uri ng a n d
q ua li t y co n tr o l
p roc ess es
I mp rove ret ri eva l

pr oce ss es
I mpr ove fo cu s o n
hi g he r-v al ue ve nd or
rel at i on sh ip s
I mpro ve workf o rce

pl an n in g, di sp at ch
an d a ssi g nme nt
pro ce sse s
an d t oo l s
I mp rov e ac cu rac y an d
t i mel i nes s o f t a x
p rov isi on an d c as h
o ut f lo w fo rec as ts
I n cre as e us e o f
f l ex ib l e f ac il i ti es
I n cre ase us e o f
f l ex ib le / ex pa nd ab le
p rod uc ti o n eq u ip men t
I mp rov e
c ol la bo rat i on wit h
v en do rs/ pa rt ne rs
I mp rov e
c oll a bo rat i on wit h
v en dor s/ pa rtn e rs
I mpr ove cu st om er
i nce nt i ve s f or
ac ce le rat e d/ on -t im e
pa ym en t
Le ve rag e b read t h o f
ve nd or rel a ti o nsh i ps
t o l en gt he n p ay me nt
cy cl es
I mp rov e/ i mp le me nt
i n te rna l co n tr o l
f ram ewo rks a nd
p ol i ci es

of op p ort un it i e s an d
t hre at s
I mpro ve al ig nm en t o f
pro je ct s wi t h pr ogr am
an d b us in es s
ob j ect i ve s
Im pro ve
me asu rem en t a nd
re p ort in g o f
op era ti on a l an d
fi na n cia l p erf o rman c e
I mpro ve
f ie ld sa le s an d
t el es al es
pro ce sse s
I mpro ve c ap ac it y /
de man d p la n ni ng
pro ces se s, sk il ls an d
t oo ls
I mp rov e pi ck , pa ck
a nd shi p p roc es se s
I mp rov e i nst a l la ti o n/
d ep lo ym en t
p roc ess es
i mp rove me nt an d
d ep lo ym ent
p roc ess es
I mp rov e sa la ry an d
be n ef it s ad min is t rat io n p roc es ses /
I nc rea se e mp lo ye e
se lf -s erv ic e
I pro ve c on t ract
m
ma nag e me nt
pro ces se s
(n egot ia ti on, e xecut ion an d
compli anc e)
Im pro ve o pe rat i on al
ri sk ma nag e me nt
proc es se s
I m prov e f i na nc ia l
ri sk man ag em en t
p roc es ses
I pro ve
m
de si gn a nd
de vel o pme n t
proc es se s
Ra t io na l iz e ord er
q u ant i t ie s a nd t i mi ng
P ro vi de s ta f f wi t h
b et t e r p ro d uct i o n
i n fo rmat i on an d t oo ls
I mp rove t ra n spo rt a nd
de l iv ery p roc ess e s/
al g ori th ms
I mpr ove coo rdi n at i on

wit h ven do rs
I mpro ve cap ac it y /
de ma nd pl an ni ng
pro ce sse s, sk il ls an d
t oo ls
I mp rov e ab i li t y to
u ti l iz e of f s hor e ca sh/
a sse t s an d m ove
b et wee n g eo gra ph ie s
l e as ed re al es ta t e
I mp rov e
e f fe ct i ve ne ss o f p la n t
m ai nt e na nc e
I mp rov e l og is t ics /
d is tr i b ut io n e f f ici en c y
I nc rea se u t il i za ti on
o f s ta nd ard i zed
c omp on en t s
Dif f e re n ti at e cre dit

t rea t men t o f
cu st om ers / seg me nt s
I mpro ve man ag e men t

of de bt p ort f ol io
A l ig n i nt e rna l au d it
p rac t ic es wi t h
b us in e ss a nd ri sk
o bj ec t iv es
I mpr ove st rat e gy

de ve lo p men t c a pabi l it i es a t corp ora te
an d b us in es s-u ni t
l eve l s
S tr u ct u re pro gra ms/

pro je ct s t o d e li ve r
be ne f it s p rog res si vel y
P rov id e s ta f wi th
be t te r co mpe t it i ve
in f orm at io n
I mpro ve ut il i za t ion of
sa le s st a f
I mpro ve u t il i za ti on of
se rvi ce s ta f f
I mp rov e
p rov is io ni ng /
i n st al la t io n p ro c ess es
I mp rov e pr oce ss es f o r
m an ag in g sy st e m
o pe rat i on s, mai n t ena nc e an d c ha ng es
I mp rov e op era t io na l
p roc ess es
(admi nist rati on, securit y,
en erg y, HVAC and
mai nt enance )
I mp rov e
pa y ro l
pr oce ss es
Im pro ve d e man d
pl an ni ng pro ce sse s
an d t oo l s
Im pro ve c ap it a l
bu dge t i ng
proc es se s
I m prov e a ud it an d
c om pl ia nc e
m an ag em en t
p roc es ses
Im pro ve
prot o t ypi n g, pi lo t in g
an d t es ti ng pro ce ss es
P ro vi de st af f wit h
b e t e r p rod uc t
i n fo rmat i o n an d t oo ls
I mp rov e ca p aci t y
p l ann i ng p roc es se s,
s ki l s an d t o ol s
I mp rove de si gn /
st ru ct ure of
di st ri bu t io n n et wo rk s
P rov id e st a f wi th
be t te r in f orma t io n a nd
t oo ls
I mpro ve ut il i za ti on of
se rvi ce s ta f f
Ut i li ze i n te rna t io na l
f i na nci ng op p ort un it i es t o m in im iz e a ft er t ax bo rro wi ng c os t s
I m pro ve t e rm s
o n p rop ert y a nd
f a ci li t ie s
I mp rov e q ua li t y an d
c on si st e ncy of
m an uf ac t uri ng
m at e ri al s
Ra ti o na li ze pro du ct io n
q ua nt i ti e s an d t im i ng
S ho rt en pro duc t io n
c ycl es
I mpr ove an d
st a nd ard iz e cre di t
as se ssm en t
pro ce ss es
I mpro ve al ig nm en t o f
A /P sy st em s a nd
pro ce sse s wi t h d ays ou t st an di n g st rat e gy
I mp le me n t/ e nha n ce
a no ny mo us e mp lo ye e
re po rti n g an d f e ed b ac k me ch an is ms
I mpr ove de ve lo pm en t
an d a na ly si s o f
bu si ne ss cas e s
I mpro ve coo rdi n at i on

an d c omm un ic at i on
ac ros s pro gra ms a nd
pro je ct s
I mpr ove de fi n it i on of
pro du ct a nd s erv ic e
sp ec if i ca t io n
Pr ovi de st a f wi th
be t te r cu st om er
in f orma t io n
(demographi cs, i nqu ir y
his tory, e tc. )
Pr ovi de st a f wit h
be t te r cus t ome r
in f orma t io n
(pro fi les, tr ans acti on
his tori es, et c.)
I mp rov e i nvo i ci ng /
b i l in g p ro ce ss es
I mp rov e en d -u s er
s up po rt a nd
a dm in is tr a t io n
p roc ess es
I mp rov e ca pa ci t y/
d em an d pl a nni n g
p roc ess es a n d t oo ls
I mp rov e
pe rf orma n ce
as se ss me nt
pr oce ss es
Pro vi de st a f wit h
be t te r pro duc t a n d
ser vi ce i nf o rmat i on
Im pro ve
prog ram
man ag em en t
proc es se s
I m prov e b us in es s
c as e d eve l op me nt
a n d an al ys is
p roc es ses
I pro ve p rod uc t a nd
m
serv ic e i nt ro duc t io n/
la un ch p roc es se s
I m prov e d em an d
f o rec ast i ng
p roc es ses , ski l ls a nd
t o ol s
I mp rov e de ma n d
f o re c ast i ng
p roc ess es , s ki l s a nd
t o ol s
Rat i o nal i ze p rod u ct io n

qu a nt it i es a n d t im in g
I mpr ove de man d

f ore ca st in g
pro ce ss es, sk il l s an d
t oo ls
be t te r cu st ome r
in f orma t io n
(pro fi le s, tr an sacti on
his tori es, et c. )
I mp rov e ma na ge men t
o f t ran sf e r p ri ci ng
Di ve st l ow-u ti li za t i on
re al es t at e
I n cre ase
u se o f le as ed
Ra ti o na li ze
me rch an di se ord er
q ua nt i ti e s an d t im i ng
Rat i o nal i ze pro du ct io n

q ua nt it i e s an d t im in g

of de l in qu en t
ac co un t s
I mpro ve coo rdi n at i on

of pa ym en ts ac ros s
bu si ne ss u n it s
I mp rov e u nd ers t and i ng o f regu l at or y

re qu ir e me nt s
I mpr ove
co mm uni ca t i on o f
st rat e gi c d ir e ct i ons
an d p rio rit i es
I mpro ve
ac co un ta b il it y /
au t ho ri t y o f p rog ram
an d p ro j ec t re so urce s
S ol ic it a nd re sp on d t o
cu st om er f ee d ba ck
I mpr ove man a ge ri a l

me th o ds a nd t oo ls
I mpro ve de man d
f ore cas t in g
I mpro ve s t ruct u rin g

an d pri c in g o f
pro mot i on s
I mpr ove t ai lo rin g o f

ma rke ti ng an d
ad ve rt is in g
ap pro ac he s t o
be t te r pro du ct , serv ic e
an d c omp et i t iv e
in f orma t io n
be t te r pro duc t an d
se rvi ce i nf o rmat i on
I mp rov e po l ic ie s a nd
p roc ess es aro un d
m erc han di se ret u rn s
I mp rov e di sp a tc h,
d i agn os t ic , re so lu t io n
a nd rep la ce men t
p roc ess es
I nc rea se u t il i za ti on of
re al est a te
I mp rov e emp l oy ee
re te nt i on pro gram s
Im pro ve a ss ig nm en t
of pro cu re me nt
tr a ns ac t io ns t o
ap pro pri at e s ta f f
Im pro ve
acc ou nt i ng an d
mea su rem en t
proc es se s
I m prov e t ax man a ge m en t p roc es se s

(di rect and i ndi re ct t ax
ma nagement )
Im pro ve u t il i zat i on o f
prod u ct d e vel o pme nt
cha nn e ls
F o cu s ef f ort s o n
h i ghe r-va lu e v en do r
re l at io ns hi p s
Ra t io na li ze pro du ct io n
q ua nt i ti e s an d t i mi ng
Rat i o nal i ze
me rch an di se o rde r
qu a nt it i es a n d t im in g
Rat i on al i ze o rde r
qu an t it i es a nd t imi n g
be t te r pro duc t , s erv ic e
an d c on tr a ct
in f orma t io n
Op t imi ze ac co un ti n g
me t ho ds a n d se le ct i on o f a cc ou nt i ng
p eri od s
l e as ed i n fr a st ruc tu re
I n cre ase ut i li za t io n o f
Di ve st lo w-de ma nd /
o bs ol et e i n ven t ory
Di ve st ob so le te
ma t eri al s
I mpr ove co l ec t io ns
pro ce ss es
I mpro ve ass e ssm ent

an d b en ch ma rk in g o f
A /P p erf orm an ce
I mpr ove
co mp et i ti ve n ess of
of f er in gs
I mpr ove
bu si ne ss un it
pe rf orma nc e a nd
ma rke t v al ue s
I mpro ve use of
su pp ly - a n d ca pa ci t ydri ve n p romo t io ns
Coo rdi na t e p ri ci ng of
co mpl em en t ary
pro du ct s an d s erv ic es
(razo rs v. b lad es/ product v .
shi pping c harges, etc. )
I mpr ove pro du ct an d

se rvi ce la un ch
pro ce ss es
Con so li d at e/ re al ig n
sa le s t erri t ori es
Rou t e lo w-va lu e
t ra ns ac t io ns t o l o werco st sal e s ch an ne ls
b et t e r c ust o me r a nd
o rde r i n fo rma t io n
I mp rov e t ec hn ol o gy
a nd da ta ris k
m an ag eme n t
p roc ess es
I mp rov e t erm s wit h

s ervi c e pro vi de rs
(secu ri ty, energy, e tc .)
P rov id e s ta f wi t h
be t t er HR in f orma t io n
an d t o ol s
hi gh er-v al ue ven do r
pa rtn ers hi p s
Im pro ve b us in e ss
pe rf o rma nce rep ort i ng
proc es se s
I m prov e a sse t
m an ag em en t
p roc es ses
(f ixe dan d variab le asse ts)
Im pro ve c ol l abo rat i on

wi t h p art ne rs a nd
cus t om ers
Re du ce pro cu reme nt
c yc le t i me s
I mp rov e co o rd in a ti on
wi t h b usi ne s s
p art n ers
A l ig n pro du ct i on a n d
me rch an di se o rde ri ng
sc he du le s wi t h
di st ri bu t io n s che d ul es
I mpr ove ass ig n me nt

of t ran sa ct io n s to
ap pro pri at e st af f
Dif f ere nt i at e t re at me nt
of cu st om ers /
se gm en ts
Op t imi ze va lu at i on
a nd cos t in g me t ho ds
f or i nv en to ri es
(LI FO, FI FO, uni f orm
cap it ali zat ion , shrin kage,
ob sole scence, et c.)
I n cre as e
u se of f le xi bl e a nd
e xp an d abl e
i n fr a st ruc t ure
Di ve st lo w-ut i li za t io n
e qu ip me nt
I mp rov e t erm s on
me rch an di se
I nc rea se u se of j ust i n-t i me p roc ure men t

of cre di t / lo an po rtf ol i o
I m pro ve ma n ag eme n t
o f pro du ct l i fe c ycl es
(l aunch t hrough ret ir ement )
I m pro ve
re sp on si ve ne ss t o
c us t om er re q ue st s
a n d in q ui ri e s
T ai l or cro ss-s el l/ u pse l o f e rs to cu st om er

ne e ds
Of f er va lu e -a d din g
bu nd l es
Div e st n o n-p erf ormi ng

an d n on -st ra te gi c
bu si ne ss un it s
I mpro ve pro du ct a n d
se rvi ce l i fe cy cl e
ma na ge me nt
I mpro ve e xe cu t io n o f
ma rk et - an d s up pl ydri ve n p ro mo ti o ns
I mpr ove pro du ct an d

se rvi ce wit hd rawa l
an d re ti re me nt
pro ce ss es
I mpro ve sal e s
f ore cas t in g a nd
ca mp ai gn exe cu t io n
pro ce sse s a nd to ol s
I mpro ve ro ut i ng of
se rvi ce re qu es ts t o
ap pro pri at e s ta f f
I mp rov e f ore ca st i ng ,
p l ann i ng a nd
p rio rit i za ti o n sk il ls an d
t o ol s
I n cre ase ut il i za t io n o f
I T , t e le co m an d
n et wo rk reso u rc e s
(servers, rout ers, netw ork
ca paci ty, etc. )
p urc ha sed an d l ea se d
re al est a te , fu rni t ure
a nd fi xt u re s
I mp rov e ca pa ci t y/
de ma n d pl an ni n g
pr oce ss es a nd t oo ls
Im pro ve c ol l abo rat i o n

wit h v en do rs
Im pro ve/ s t and a rd i ze

M& A p roc es ses
I m prov e b ud ge t in g
a n d f ore cas t in g
c ap ab i li t ie s
Li ce nse or a cqu i re
prod u ct s an d
in te l le ct ua l p rop ert y
I m prov e t erm s o n
m at e ri al s p urc ha se s
S h ort en pro du ct io n
c yc le s
be t t er in f orm at io n a nd
t oo l s
I mpr ove use of

na t io na l /g lo ba l
pu rch as in g p owe r
Rou t e l ow-va lu e
t ra n sac t io ns t o l o werco st sa le s ch an ne ls
Op t imi ze de pre ci at i on
me t ho ds /l i ve s f or
p rop ert y, pl an t an d
e qu ip me nt
I m pro ve t e rm s
o n i nf ra st ruc tu re
Ut i li ze mo re ef f ic ie nt
I T sys t em s
Co ns ol id at e
i nv en t ory
ma t eri al s
I mpr ove as se ssm en t

an d b en ch ma rki ng o f
cre di t / re ce i vab le s
pe rf orma nc e
E v ol ve prod u ct a n d
s erv ic e f ea t ure s,
f u nc ti o na li t y an d v al ue
I m pro ve q ua li t y
a ss ura nc e pro gra ms
I mp le me nt pri ci ng an d
af f i ni t y pro gra ms
ba s ed o n v ol um e an d
br ead t h
P roa ct iv e ly m ana g e
t ran si t io n p oi nt s
(li fe eve nts, end sof
cont ract sa nd le ases, et c. )
I mpr ove ab il i ty to
ut i li z e of f sh ore cas h/
as se ts an d mo ve
be t wee n g eo gra ph ie s
Sh o rt e n t i me-t o ma rket
I mpro ve p ri ce/ m argi n

kn owl ed ge of st af f
I mpr ove ca mpa ig n

de si gn an d
ma na ge me nt
pro ce ss es a nd to o ls
I mpro ve te rms wi t h
sa le s ch an n el s
I ncre as e us e o f lo we rco st serv ic e a nd

ni f orma t io n c ha nn el s
(co nta ct cen te rs, a ut oma ted
voi ceresp onse, web , et c.)
I mp rov e du e -d a te
re li ab i li t y
Co ns ol id at e de vi ce
m an ag eme n t
i n fo rmat i on an d t oo ls
i mp rove me nt s
(HV AC, cabl in g, et c. )
I mp le me nt / im pro ve
co mp an y-wi de
pr oce ss es a nd t oo ls
f or a sse ss in g st a f f
pe rf orma n ce
Im pro ve t e rms o n
eq ui pm en t a nd
sup p li es
Im pro ve c omp l ia nc e
man ag em en t
proc es se s
I m prov e f i na nc ia l
re po rti n g ef f i ci en cy
Im pro ve s ki l s of
prod u ct d e vel o pme nt
st af f
I m prov e t erm s wit h

(de li ve ry , wa re housi ng, e tc. )
I mp rov e ut i li z at i on o f
p rod uc ti o n ch an ne l s /
Re du ce d o wnt im e
I mp rove de ma nd
f ore ca st in g
pr oce ss es, s ki l s an d
t oo l s
I nc re a se u se of
ve nd or-ma n age d /
ve nd or-wa reh ou se d
in ve nt o ry
I mpro ve ro ut i ng of
se rvi ce re qu es ts t o
ap pro pri at e s erv ic e
ch an ne ls
E n sure f u l l ut i li za t i on
o f t a x ca r yf orwa rds
(credi ts, net op erati ng
l osses, c apit al losse s, et c.)
Di ve st l ow-u ti li za t i on
i n fr a st ruc t ure
Ut i li ze mo re
f l ex ib le / ex pa nd ab le I T
s ys te ms
I nc rea se use of
v en do r-man ag ed /
v en do r-ware ho use d
i nv en t ory
I nc rea se u se of
v en dor -m an ag ed /
v en dor -w a reh o use d
i nve n to ry
Sh ort e n ord er-t o de li ve ry cy cl e t im e /

Im pro ve p rod uc t a nd
ser vi ce a vai l ab i li t y
Re mo ve ba r i e rs to
s wit c hi ng
I m pro ve a cco u nt
m an ag em en t s ki l s o f
s t af f
I mp rov e bra nd
st re ng t h an d g oo d wi l
I mpl e men t af f in it y
pro gra ms
Ut il iz e t a x op po rt uni t ie s ar oun d ri sk m an ag em en t act i vi t ie s

(hedg ing t ra nsact io ns,
commodi ti es tr adi ng, etc. )
I mpro ve fe at u res a nd
f un ct io na l it y o f
I mpro ve c oo rdi n at io n
wit h s up pl ie rs a nd
sa le s ch an ne ls
I mpr ove ch an ne l
ma na ge me nt
I mpro ve ski l ls o f
sa le s st a f
I mpro ve s ki l s o f
se rvi ce s ta f f
I mp rov e sk il l s of or der
m an ag eme n t a nd
b i l in g st a f
Co ns ol id at e an d/ or
re -arch i te ct da t a
s t ore s
p erf orm an ce
ma n ag eme nt
me t ho ds a n d t oo ls
I mp rov e sk il ls of HR
st a f f
Im pro ve t e rms wi th
ser vi ce p rov id ers
(e quip ment mai nte nance ,
deli very, wareho using , et c.)
Pro vi de st af f wit h
be t e r m an ag eri al
in fo rma ti o n an d t o ol s
I m prov e b rea dt h ,
d e pt h an d q u al it y o f
f i na nc ia l i nf o rma ti on
(as set, b udge t, p ri ce/ cost ,
t reasury, d ebt or/cred it or,
p erfo rmance , t ax, risk, etc .)
Im pro ve i nc en t iv es
arou n d pro du ct
de vel o pme n t
ef f ic ie nc y
I m prov e c ol la bo rat i on
wi t h ve n do rs
I mp rov e i nce n ti ve s
a rou nd pro du ct io n
e f fi ci e ncy
I mp rove sk il ls of
i nve n to ry a nd
di st ri bu t io n s ta f f
I mpr ove ski l ls o f

me rch an di si ng st af f
I mpro ve ski l s o f
se rvi ce s ta f f
Co ns id er t ax imp li ca t i on s in th e l o cat i on /
s el ec ti on of f ac il i ti es
(di str i but ion cen ters, servi ce
cen te rs, bra nche s, et c.)
I mp rov e ma i nt en an ce
o f I T sys t em s
Im pro ve s al es an d
ma rk et i ng s ki l ls o f
st af f
A p pl y b rand t o n ew
a n d un bra nd ed
p rod u ct s
I m pro ve i nc en t iv es f o r
a cc ou nt / rel at i on sh ip
d e vel o pme nt
Of f er va l ue -ad di ng
pr odu c t a nd s erv ic e
bu n dl es
I mpr ove bra nd

st ren g th an d g oo d wil l
Def e r and red uc e

f ed era l, st a te an d
l oca l q ua rt erl y es ti ma te d t a x pa ym en ts
I mpro ve qu al it y a nd
rel ia b il it y o f p rod uc t s
an d s ervi ce s
Bu i ld p rod u ct
ma rg in s /p rof i ta b il it y
in t o sa le s i nc en t iv es
I mpr ove t erms wi t h

ad ve rt is in g c han ne l s
I mpro ve st af f
in ce nt i ve s aro un d
sa le s e f i ci en cy
I mpro ve i nc e nt iv es
aro un d se rvi ce
ef f ic ie nc y a nd
ef f ec ti ve n ess
a rou nd ord er
m an ag eme n t
e f fi ci e ncy
I mp rov e
e st ab l is hm ent o f a nd
a dh ere nc e t o se rvi ce l e vel t arge t s
Co ns id er t ax
i nc en t iv es i n l oc at i on
a nd sel e ct io n o f
f ac il i ti e s
I nc rea se u se of
di st a nc e/ o n-l in e
l ea rni ng
Uti l iz e n at io n al/ g l oba l

pu rcha s in g p ower
Im pro ve s ki l s o f
bu si ne ss
man ag em en t s t af f
I m prov e c ost
a cc ou nt i ng an d
a l lo cat i o n of sh are d/
o ve rhe ad cos t s
Im pro ve d ef i ni t io n o f
prod u ct a n d se rvi ce
spe ci f ic at i on s
v en do r-man a ge d/
i n ven t ory
I mp rov e sk il l s of
p rod uc ti o n st a f
I mp rove in ce nt i ve s
ar oun d i nv en t ory/
di st ri bu t io n e f i ci en cy
I mpr ove in ce nt i ves

aro un d me rch an di si n g
ef f i ci en cy
I mpro ve st af f
in ce nt i ve s aro un d
se rvi ce e f f ici en c y
B u il d t ax o p po rtu ni t ie s
i nt o re al es ta t e
t ran sa ct i on s
(in comed efe r al , l ocat ion
credi t sand i ncen ti ves,
l easi ng terms, et c. )
I n cre ase ut i li za t io n o f
I T sys t em s
Im pro ve a li g nm ent o f
st af f in ce nt i ve s wit h
st rat eg i c ob j ect i ve s
I m pro ve p rod uc t- a nd
s erv ic e-i nn ov at i on
s ki l s o f s t af f
I m pro ve a cco u nt
m an ag em en t
m et h od s an d t oo l s
S ho rt en ord er-to de l iv ery c yc le t i me /

I mp rov e pro du ct an d
se rvi ce av ai la bi l it y
E st a bl is h cu st o mer
co mm uni t ie s
I mpro ve met h od s an d
t oo ls f o r man ag in g
de ma nd / sup p ly
pe rf orma nc e
I mpro ve m et h od s an d
t oo ls f o r m an ag in g
pri ci ng p e rf o rma nce
E n sure prop e r
v al ua t io n of p ro p ert y
f or t ax pu rpo se s
Red u ce s al ary a n d
be n ef it s cos t s /
I mp rov e va lu e o f
em pl oy e e be ne f it s
In cre as e us e o f
ven d or-ma na ge d/
ven d or-war eho us ed
in ve nt or y
arou n d bu si ne ss
pl an ni ng ef f ic ie nc y
I m prov e a bi li t y t o
u t il i ze o f fs ho re c ash /
a ss et s a nd mo ve
b e tw e en g e og rap hi es
de vel o pme n t
pe rf o rma nce
man ag em en t
met h od s an d t oo l s
I m prov e c on tr a ct i ng
a n d ne go t ia ti o n sk il ls
o f pu rc ha si ng st af f
I mp rov e t erm s
o n e qu ip me nt
p urc ha se s
I mp rove t erms wi t h
se rvi ce pro vi der s
(tr an sport, wareho usin g,
et c.)
I mpr ove te rms wi t h

se rvi ce prov id ers
(del ivery, wareho usin g, et c. )
se rvi ce p rov id ers
(outs ourced servic es,
net work servi ces,
inf ormat ion servi ces, e tc. )
I mp rov e co ns id era t io n
o f t a x im pl ic at i on s i n
t he ac qu is it i on an d
d is po si ti o n of a sse t s
Di ve st lo w-ut i li za t io n
I T sys t em s
Cl a ri f y g ove rna nc e
ro le s a nd re sp on si b i li t ie s (d eleg at ion of
au th orit y, segreg ati on of
du ti es, e tc. )
I mpr ove ef f ec t iv en ess

of l eg is la t iv e/ l ob by in g
ef f or ts
Ac qu ir e co mpa ni e s
wit h re la t io ns hi ps i n
ta rge t ed c us to me r
seg me nt s
I m pro ve i nc en t iv es f o r
p rod u ct d ev el o pme nt
a n d in n ova t io n
I mp rov e t erms wi t h
t hi rd-p art y p rod uc t
an d s erv ic e pro vi de rs
(payrol l, benef it s, t rain ing,
et c)
Im pro ve c on t ract i ng
an d ne g ot ia t i on s ki l s
of pro cu re me nt st a f
Im pro ve t e rm s wit h
serv ic e p ro v id ers
(i nf ormat i on service s,
consul ta nts , et c.)
I m prov e s ki l s of
f i na nc ia l m an ag em ent
s t af f
I mpro ve pro fi t ab il i ty o f
R& D e f fo rt s t hro ug h
ut i li za t io n o f t ax an d
ec on om ic d ev el op me nt in ce nt i ve s
I m prov e i nc en t iv es
a rou nd pro cu re me nt
e f f ici e nc y

(out sou rced f un cti ons, e tc. )
I mp rove lo gi st i cs
pe rf orma nc e
ma na ge me nt
me t ho ds a nd t oo ls
I mpr ove te rms o n

me rch an di se
pu rch as es
I mpro ve te rms o n
le as ed se rvic e a sse t s
(co mput ers, vehi cle s, et c.)
Op t imi ze t ax b en e fi ts
a sso ci at e d wi th se lf c on st ruc te d a sse t s
(pl ant , fa cil it ies , int erna lyuse d soft ware, et c. )
S t ren g th en tr a in in g /
e du ca t io n o f b oa rd
a nd au di t com mit t e es
I mpr ove in co rpo rat io n

of ris k a na ly si s i n
bu si ne ss pl an ni ng
(int ernal a nd ext ernal risk )
I m prov e ma t eri al s
p e rf o rm an ce
m an ag em en t
m et h ods an d t oo l s
I mp rov e ma na g eme nt
o f t ra ns fe r pri ci ng
I mpr ove man ag e men t

of t rad e an d i nd i rect
t ax es (sal es/ use , V AT,
GST, etc. )
I mpro ve man ag em en t
of t ran sf er pri ci n g
Op t imi ze ex pe ns e vs .
c ap it al i za ti o n of co st s
(M&A cost s, R&D c osts ,
et c. )
I mp rov e t erm s on I T
s ys te ms
A l ig n c om pen sa t io n
a nd in ce nt i ve s ys te ms
wi t h st ra te g ie s, val u es
a nd et hi cs
I nt eg rat e ta x o pp ort un it i es and i ssu es

i nt o b us in es s pl a nni n g
pro ce ss es

of org an i zat i on al
ch an ge in sup p ort of
in i ti at i ve s
I mp rov e pr odu c ti on
p erf o rm an ce
m an ag eme n t
I mpr ove
me rch an di si ng
pe rf orma nc e
ma na ge me nt
me th o ds a nd to o ls
I mpro ve serv ic e
pe rf orma nc e
ma na ge me nt
me th od s a nd t o ol s
I mp rov e t ax b e nef i t s
o f c omp en sa t io n a nd
b en ef it p rog rams
(def erreda nd equi t y-based
comp ; re ti re me nt and
he alt hcare ben ef its , et c.)
I mpr ove le ad e rs hi p
an d m an ag em en t
sk il ls of ex ec ut i ves
I mpro ve pro gra m/

pro je ct ma na ge me nt
sk il ls of st af f
I mpr ove ex ec ut i ve
de ve lo p men t ,
rec rui t in g a nd
su cc ess i on p l an ni ng
I mpro ve ven d or
ma na ge me nt ski l ls o f
st a f
I m pro ve
u n der st an di ng of
c us t om er ne ed s
I mp rov e id e nt if i ca ti o n
of c ro ss -se l / up -sel l
op p ort un it i e s
be t te r ma rk e t a nd
cu st om er i nf o rm at i on
I m pro ve
c urre nt cu st om er
s at i sf ac t io n
I mp le me nt pro ac ti ve
an d re ac t iv e cro ssse l a nd u p-s el l
ca mp ai g ns

of ch u rn / de fe c ti on
ca nd id a te s
I ncre as e us e o f
di f fe ren t ia l p ric in g
me cha n is ms (based on
cust omer va lue, ri sk, e tc. )
A c qu ir e new p rod uc t
a n d se rvi ce o f f erin g s
I m pro ve
re sp on si ve ne ss t o
c us t om er com pl ai n t s/
f e ed ba ck
I mp rov e cro ss-s el l

an d u p -s el l
ap p ro a che s /m ode l s
I mpr ove ad he ren ce t o

co nt ra ct s a nd
ag ree me nt s
Dev el op , spi n -of f a n d

se l ne w bu si ne sse s
I mpro ve
co ord in at i on wit h
di st ri bu ti o n ce nt e rs
I m pro ve p rod uc t/
s erv ic e R& D
a n d de pl oy me nt
c ap ab i li t ie s
P ro ac ti ve l y ma na ge
t ra ns it i on p oi n ts
(l if e event s, en ds of
c ont rac ts and l eases , et c.)
I mp rov e ef f ec t iv en es s
of c ro ss -se l / up -sel l
pr oce ss es
I mpr ove ret e nt io n a nd

win -ba ck pro ces se s
S el l o r l e as e e xce ss
ca pa ci t y t o o th er
en t erp ris es
(pro duct io n capaci ty, servic e
capa cit y, et c. )
I mpro ve
co ord in at i on wit h
sa le s ch an n el s
Im pro ve a cc es s t o
in fo rma ti o n an d
an al yt i cal t oo ls
A d ap t c urre nt
p rod u ct s an d s ervi c es
f o r n e w s eg me nt s/
c ha nn e ls
I m pro ve t rac ki ng of
c us t om er in te rac t io ns
(pu rc hases, su ppo rt
req uest s, et c.)
Im pro ve q ua li t y a nd
ass ig n men t of sa le s
le ad s
P u rsu e j oi nt -ve nt u re,

p a rt n ers hi p a nd O EM
a rran ge me nt s
M ai nt a in co mpe t it i ve
f u nc ti o na li t y an d v al ue
I mpro ve
rel at i on sh ip / ac cou n t
de ve lo pm en t
pro ce sse s
I mpr ove sk il ls o f
ma rke ti ng st a f
(netw ork servic es, ai rl ine s,
ni f ormat ion servi ces, e tc. )
I mpro ve t e rms wi t h
(netw ork service s,
out sourced f unct io ns, et c. )

(del i ve ry servi ces,
ou ts ourced fu ncti ons, et c.)
I mp rov e t ec hn ic al an d
p roj ec t m an ag em en t
s ki l s of s ta f f
I mpr ove st af f
in ce nt i ve s ar oun d
ma rke ti ng ef f i ci enc y
le as ed sa le s as se ts
I mpro ve t e rms o n
le as ed s e rv ic e a sse t s
(co mp ut ers, vehi cle s, et c.)
l e ase d a ss et s
(compu ters, v ehic les, etc. )
a rou nd IT / ne t work
e f fi ci e ncy
I mpro ve s erv ic e a nd
su pp ort pe rfo rma nce
ma nag e me nt
me th od s an d t o ol s
Ac qu ir e co mpa ni e s i n
at rge t ed g eo g ra p hi es
A c qu ir e com pa ni e s
a l ig ne d wi th pro du ct
s t rat eg i es
I mp rov e st a f
i nce n ti ve s f or cro ss se l i ng / up -se l in g
B ui ld cu st o mer
sa t is fa ct i on an d
ret e nt i on in to st af f
i nce nt i ve s

se rvi ce pro vi ders
(res earchers, inf orma ti on
servic es, ad verti sin g
chan nel s, et c. )
of t rad e/ i nd ir e ct ta xe s
(sa le s/us e, VA T, GST , et c. )
Im pro ve m et h ods an d
to o ls f o r m ana g in g
sal e s an d m arke t in g
pe rfo rma nce
I m pro ve me t ho ds an d
t o ol s f o r ma na gi n g
i n no va ti o n
p e rf o rma nce
I mp rov e sa le s
pe rf orma n ce
ma na g eme nt
I mpr ove ret e nt io n

pe rf orma nc e
ma na ge me nt
me th o ds a nd t oo ls
I mpr ove mar ket i ng

an d a dv ert i si ng
pe rf orma nc e
ma na ge me nt
I mpro ve sal e s
pe rf orma nc e
ma na ge me nt
me th od s a nd to ol s
d es ig n a nd d ev el o pme n t p roce ss es
I mp rov e
re crui t me nt a n d
or ie nt a ti on pro ces se s
I mpro ve serv ic e a nd
su pp ort pro ces se s
I mp rov e t ax col l ec t io n
a nd remi t ta n ce
p roc ess es

(con tr act ors, ne tw ork
se rv ices, co nsul ta nt s, et c.)
I mp rov e man a ge men t

of i nt e rna ti on a l st a f
co st s
(immig ra tio n, pa yro l , sta f
supp ort, int ernat io nal eq uit y,
et c.)
Im pro ve i nc e nt iv es
aro un d pro cu rem en t
ef f ic ie nc y
a rou nd f in an ci al
m an ag em en t
e f f ic ie nc y
I mp rov e t rac ki ng an d
re co very of in di re ct
t a xes (sa les /use , VA T,
GST , et c.)
p urc ha se d an d l ea se d
a ss et s (PCs, servers,
ne tw orke qui pment , le ased
l in es, et c. )
Ma na g e pa yro l ta x
i mp act s o f b us in e ss
i ni ti a t iv es
(M&A, conso lida ti on,
rest ru ctu ri ng, rel ocat io n etc. )
Opt i mi ze u t il i zat i on of
ava i la bl e s al es / use
ta x e xe mpt i on s

f i na nc ia l s erv ic es
p rov id ers
I mp rov e/ co n sol i da t e
I T pe rfo rman c e
m an ag eme n t
(ut il iza ti on, pe rf ormance ,
ca paci ty pla nni ng, e tc. )
Ut il i ze a va il a bl e
f ed era l , st a te an d
l oca l emp l oym en t /
t rai ni ng i nce nt i ve s
Im pro ve m an ag em en t
of in di re ct t a xe s
(sa les /use , VA T, cu stoms
dut ies , etc .)
I mp rov e id e nt if i ca t io n
a nd ap pl ic at i on o f
R& D ta x i nc en t iv es
t e le co m t ax i nc en t iv es
(credi ts, exempt io ns, et c. )
I mp rov e HR
pe rf orma n ce
ma na g eme nt
Im pro ve p roc ure men t

pe rfo rma nc e
ma nag e me nt
E n sure a d eq ua te
d oc ume nt a t io n o f
s ig ni f ic an t t ax
p os it i ons
(earni ngs & prof it s, t ra nsfe r
pri cing , tax o pini ons, et c.)
I mp rov e or der
m an ag eme n t
I ncre as e f oc us o n
st rat eg i c as se t s
f le xi bi li t y o f
go ve rna nc e mo de ls
I mp rov e i de nt i fi ca t io n
a nd as ses sm en t o f
ri sk (st rat eg ic, o perat iona l,
i nvest ment , f in ancia l, co mpl i ance, data /p ri vacy, etc. )
I mpro ve s erv ic e a nd
su pp ort pro ces se s
I mpro ve pro ces se s

f or ge ne rat i ng ,
qu al if y in g a nd
as si gn in g l ea ds
I mpr ove an al yt i cal

I mpro ve t a il o ri n g of
of f eri ng s t o c ust o me r
ne ed s
Al i gn p rod u ct a n d
se rvi ce p ric es w it h
va lu e t o c ust o me rs
I mp rov e
un d ers ta nd i ng o f
cu st o me r n ee ds
I mp rov e vi si bi l it y o f
cu st o me r
re la ti on s hi ps a nd
i nt e ra ct i on s ac ros s al l
ch a nne l s
Im pro ve b ran d
st ren gt h a nd go od wil l
Ta i lo r p rod uc ts an d
ser vi ces to ne w
cus t om er se gm ent s
In cre as e t im e sp en t
sel l in g
Ta i lo r ma rke t in g a nd
sal e s ap pro ac he s t o
cus t om er se gm ent s
I ncre as e f oc u so n
bu si ne ss a g il it y a nd
f le xi bi li t y
I mp rov e un de rst a nd i ng of st a keh ol de r

i nt e rest s (cust omers,
sha re hol ders, regul at ors,
empl oyee s, supp li ers ,
pa rt ners, alumni , et c. )
I m prov e o rde rin g a nd

re ce ip t p roc es se s
(raw mat erial s, i nt ermed iat e
ma teria ls, f in ishe d
c omp onen ts, e tc. )
I m pro ve p rof i ta bi l it y o f
R& D e f fo rts t h rou gh
u t il i za ti on of t ax a nd
e co no mi c d eve l op m en t i n cen t iv es
Relati onship
Strengt h
Co ns ol id at e c om pa ny
re al est a te / f aci l it i es
ref o cus pro du ct an d
se rvi ce p ort f o li os
I mpr ove f ocu s o n

hi g he r-v al u e
se gm en ts
ref o cu s pro du ct an d
se rvi ce por tf o li os
pri ci ng e f f ec ti ve ne ss /
pri ce o p ti mi za t io n
I mp rov e cu st om er
se rvi ce an d ret e nt i on
sk il l s of st a f f
Partne rship &

Col laboration
hi g he r-v al u e pro du ct s
an d s ervi ce s
I ncre as e em ph a si s on
di f fe ren t ia te d p ri ci ng
ac ross cu st om er
se gme n ts
pri ce -in se ns it i ve
cu st om er se g men ts
I mp rov e cro sss el li ng / up -se l in g

s ki l s of s ta f f
Operational
Excellence
ref o cu s ch an ne l/
me di a u sa ge
Rat i on al i ze t a rg e te d
I ncre as e e mp ha si s
on di f fe ren t ia t ed
di ve st i tu re a nd
rei nv es t me nt
Ref o cu s an d /o r re f in e
ret e nt i on prio ri ti es an d
st rat e gi es
I mp rov e t ot al
cu st o me r e xp eri en ce
(purchas ing, fu lf il ment ,
usag e, sup port , servic e,
et c.)
I mpr ove co ord in at i on

of op e ra t i ona l , i nv es tme nt , fi n an ci al , M &A ,
an d t a x st rat e gi es
ac ros s bu si n ess uni t s
Program
Del ivery
Con ve rt f ree se rvi ces

t o f ee- bas e d se rvi ce s
de ve lo p in g a nd
pro t ec ti ng i nt el le ct u al
ca pi t al
Crea t e ba rrie rs t o
swi t ch in g
I m pro ve re us e of
p rod u ct a nd se rvi ce
c om po ne nt s
Procure ment
(E x clud ing Pro du ction
Ma terials &
Me rch an dise)
pro mot i on s
Rat io n al iz e a nd / or
ref oc us pro du ct an d
se rvi ce p ort f ol i os
I nc re a se e mp ha si s on
cu st om er ret e nt i on
ex p ans io n o f
cu st o me r
re la ti on s hi ps
I n cre as e ut i li za t io n o f
m od ul a r, reu sa bl e
d e si gn s
Human
Resources
I ncre as e e mp ha si s
on su pp ly c ha in
ma na ge me nt
(pro duct ion , di str i but ion an d
sal esp ipe li nes)
hi g h-va l ue / h ig hpo t en t ia l cu s to mer s
mo st pro f it a bl e
pr odu c ts a n d se rvi ce s
mo st ef f ec t iv e sa l es
an d a d vert i si ng
ch a nne l s
I m pro ve ac co un t
m an ag em en t
s t rat eg i es
I n cre as e em ph as is on
c us t om er sat i sf a ct io n
I m pro ve c ol la bo rat i on
wi t h d es ig n,
d e vel o pme nt a nd
p rod u ct io n pa rt ne rs
Real Estate
I ncre as e f oc u s on
pro du ct in no va t io n
hi g h-va l ue /h i gh po t en t ia l c us to me rs
Ra t io na l iz e
c us t om er po rtf o li o
a cc ou nt / rel at i on sh ip
d e vel o pme nt
I pro ve e f fe ct i ve ne ss
m
of mar ket i ng ,
ad ve rt i si ng an d s al es
pro ces se s
Di f f eren t ia t e t rea t men t

o f c us to me rs/
s eg men t s
I mp le me nt in t eg rat e d
a pp li ca t io ns acr oss
o rga ni za t io na l
b ou nd ari es
S t ren g th en co rp ora t e
g ov ern an ce s t ru c tu res
(compo sit ion , sel ect ion,
rol es, et c. )
I n cre as e nu mb er an d
q u al it y o f p rod uc t a nd
s erv ic e l au nc he s
Im pro ve v al ue /
Decr eas e p ric es
IT, Tel ecom&

Networking
p erma ne n tl y l owe rin g
t he co mpa n y' s
e f e ct iv e t ax rat e
I m pro ve p la t fo rm an d
p o rt f o li o st ra te gi e s f or
p rod u ct s an d s ervi c es
I n cre as e f ocu s o n
R& D, p ro du ct
i n no va ti o n, an d
p rod u ct l e ade rsh ip
Order
Fulfillment &
Billing
Con sol i da t e an d/ o r
al ig n b us in es s
pl an ni ng ,
man ag em en t a nd
re po rt in g f un ct i on s
t i me -to -ma rket a nd
t i me -to -pro du ct i on v ol u me
B ro ad en prod u ct a n d
s erv ic e o f e ri n gs
I n cre as e em ph as is
o n d es ig n f or
c on f ig ura bi l it y/
c us t om iz at io n
ge ne rat i ng rev en ue
f rom c om pan y a ss et s
Demand &
Supply
Management
Ex pa nd sa le s a nd
ad ve rt i si ng ch an ne ls
(A ct i on m ay a pp l y to al l p roc es ses )
No te : Ma ny a ctio n s c ou l d l o gi ca l ly be as so c ia ted wi th
o th e r or m ul tip l e p roc e ss g ro up i ng s. For e xa m pl e ,
ma n y c us tom er a n d p rod uc t ac tio n s a re l i ke ly to h av e
h ea vy ITa n d HR c om p on en ts.
Retention
Ta rge t n ew
ge og raph i es
I pro ve t o ta l
m
cus t om er ex pe rie nc e
(p urchasi ng, f ul fi l me nt,
usage , suppo rt , se rvi ce,
etc. )
h i gh -v a lu e/ hi gh p o te nt i al cu st om ers
Cross-Sell/
Up-Sell
Ta rge t n ew se g me nt s
wit hi n curre nt
ge og raph i es
mo st p rof i t abl e
pro du ct s an d s ervi c es
nI cre as e f oc us o n
mo st e f fe ct i ve s a le s
an d ad ve rt is in g
cha n ne ls
Other Shared / Corporate Services

(Rea l E st a t e, P ro cu rem en t a nd O t he r)
All Process G roupings
Product &
Servic e
Innovat ion
S t ren g th en an d
c omm un ic a te
g ov ern an ce p ol i ci es
a nd pro ce du res
I mpro ve fl ex ib i li t y
of bu si ne ss
pro ce sse s
Deve l op a n d le v erag e
st ron g/ u ni qu e p art ne r
rel at i on sh ip s
I mp rov e va lu e
d el iv ere d t o
c ust o me rs
I mpro ve pro du ct
in no va t io n p roce ss es
po li t ic al re l at i on shi p s
an d al l ia nc es
I mp rov e va lu e
d el iv ere d t o
s ha reh ol de rs
I mpro ve fl ex ib i li t y
an d v ersa t il i ty o f I T
sy st em s an d
pl at f o rm s
Deve l op a n d cu l ti va t e
go od wi l l
I mp rov e qu a li t y
a nd sp ee d of
c omm un ic at i on wit h
p art n ers
I mp rov e va lu e
d el iv ere d t o
e mp lo ye es
I mpro ve bre ad th ,
de pt h , q ua li t y an d
t ime l in es s of bu si ne s s
pl an n in g in f orma t i on
un iq ue in f orma t io n
res ourc es (cu stomer,
product , market , et c. )
I mp rov e
m an ag eme n t o f
p art n er rel at i on sh ip s
I mp rov e va lu e
d el iv ere d t o p art ne rs
(vend ors, cha nnel pa rt ners,
et c. )
I mpro ve vers at i li t y of
ma na ge rs an d s ta f f
st ron g b ra n d
I mp rov e ri sk p la nn i ng,
m it i ga t io n a nd c on t ro l
a pp roa ch es
I mpr ove id en t if i cat i o n,

as se ssm en t an d
ex ec ut i on o f
M& A / di ve st it u re
op po rt un it i es
I mpro ve ass ig n me nt
of res ou rce s t o
pro je ct s
Im pro ve q ua li t y a nd
con s ist e nc y of
pe rfo rma nce
ass e ssm ent me t ho ds
I m pro ve s ha rin g o f
k no wl ed ge acr oss
o rga n iza t io na l
b o und ari e s
I mp rov e sh a ri ng of
k no wle d ge a cro ss
b ou nd ari es
I mp rov e va lu e
d el iv ere d t o o th e r
s ta ke ho ld e rs
(publ i c, al umni, a naly sts,
et c. )
I mpro ve pro du ct ,
se rvi ce a nd pro ce ss
in no va t io n s ki l s of
st af f
I mp rov e c omp an ywi d e mo ni t ori ng a n d

m an ag em en t o f ri sk s
de ve lo p a nd sp in -of f
ne w bu si ne ss es
I mpro ve in vo lv eme nt
of op era t io na l s ta f f i n
pro je ct de l iv ery
Im pro ve m on it o ri n g
an d ma na ge me nt of
ri sk an d co mp li an c e
s( t rat egic , operat i onal a nd
fi nanc ial ris ks ; regul at ory
and ta xco mp li ance)
I m pro ve p erf orm an ce

a n d rel ia bi l it y o f I T
s ys t ems /p la t f orms
(ap pli cat ions , equ ipment ,
n et works, et c. )
I mp rov e i nt e gra ti on of
I T sys t ems a c ro ss
p art n er ne t work s
I mp rov e co nv ers io n o f
s tr o ng rel at i on sh ip s
i nt o s ou rce s of co mp et i ti v e ad va nt ag e
in t el le ct ua l cap i ta l
(co pyrigh ts, pat ent s,
tr ade ma rk s, et c.)
I mp rov e b rea dt h,
d ep t h, qu al i ty and
t i mel i ne ss o f man ag e ria l i n fo rmat i on
I mpr ove f ocu s o f

co mp an y res ou rce s
on hi gh -pri ori t y
i ni ti a ti ve s
I mpro ve id en t if i cat i on
an d ma n ag eme n t o f
pro gra m/ pro je ct ris ks
In cre as e ac co un t ab il it y o f bus in e ss
un it l ead ers fo r ta x
imp a ct of d e ci si on s
I m pro ve b rea dt h ,
d e pt h, qu al i ty an d
t i me li ne ss o f bu si ne ss
i n fo rmat i o n
I mp rov e
p art n ers hip an d
c ol l abo rat i on sk il ls of
s t af f
I mp rov e qu al i ty of
i nf o rmat i on pro vi de d
t o s t ake h ol de rs
(accu ra cy, t imeli ness ,
t ranspa re ncy &
predi ct abi li ty)
un iq ue pro du ct io n
res ourc es
(met hod s, equ ipmen t,
af c il it ies, etc .)
E n su re t ax p l an ni ng
a ct i vi ti e s an d t ax
f i li n gs c omp l y wit h
re gu la t ory e n vir o nm en t
I mpr ove an ti c ip at io n
an d u nd ers ta n di ng o f
cu rren t a nd po te nt i al
reg ul a ti on s/ l eg is la t io n
Dyn am ic al ly c a nce l o r
red ir e ct in ef f e ct iv e/
ob so le t e p ro g ra ms
an d p ro j ec ts
Im pro ve b en ch ma rkin g o f g lo ba l e f e ct i ve
at x rat e a g ai ns t
in du st ry pe e r g rou p
I m pro ve a cce s s to
a n d di st rib u ti o n of
b u si ne ss i nf o rm at i on
I mp rov e me ch an is ms
f or s ol ic it i ng a n d
a dd res si ng
s ta ke ho ld e r f ee d ba ck
un iq ue I T res ou rce s
(appli cat io ns, ne tw orks, et c. )

of ve nd ors /s e rv ic e
pro vi de rs
Im pro ve b rea dt h ,
de pt h, qu a li t y an d
ti me l ine ss of pe rf orman ce i nf o rmat i o n
I m pro ve s ecu ri ty o f
a p pl ic at i ons , sys te ms
a n d da ta
I mpro ve a ss et
de ve lo pm en t s ki l s o f
ma nag e me nt a n d
st af f
Con t in uo us ly tr a ck
an d ma n ag e t he
rea li za t io n o f p roj ec t
be ne f it s
Im pro ve a cc es s t o
an d di st ri bu t io n o f
pe rfo rma nce
in fo rma ti o n
I m pro ve
p roc es s in n ova t io n
I mpro ve i nc e nt iv es
aro un d as se t
de ve lo pm en t
Im pro ve c are er
op t io ns a nd pa t hs
I m pro ve d ep t h
a n d bre ad th of st a f
t e ch ni ca l sk il l s
un iq ue t ax e xp ert is e
Al i gn m an ag em en t
an d st a f in c en ti ve s
wit h c om pan y
pe rfo rma nce
I m pro ve re crui t in g
e f f ect i ve ne ss
Im pro ve m on et ar y
an d no n-m on et a ry
re c ogn i ti on of st a f
con t rib ut i on s
I m pro ve me ch an i sms
f o r c ol l ect i ng an d
i mp l eme nt i ng
e mp lo ye e i de as
Im pro ve t a le nt
ma nag em en t m od el s
an d pro gra ms
B u il d i nn ov at i on an d
i mp rov em ent i nt o
re ward s a nd
i n ce nt iv es
Deve l op s t ron g
cu st om er
rel at i on sh ip s a nd
co mmu ni t ie s
- 38 -
2004. All rightsreserved. Confidential. 0104
Presenting
Elizabeth Croll
Manager
Cleveland
- 39 -
Jonathan Jeffer
Senior Manager
Parsippany
What the Value COE can do for you

The Value COEs goal is to help Deloittes
professionals better understand client challenges,
explore improvement opportunities, and engage in a
solid approach to enhance the clients economic
performance
Specifically, the Value COE focuses on assisting
professionals in developing:
A stronger thesis about what
direction the client should pursue
Deeper insights about improving
economic performance in
collaboration with client
executives
Value COE
Offerings
Performance analysis
Opportunity identification
Client workshops
Relationship building
Go-to-market campaigns
POV development
Account planning
Pursuit support
Value COE training

Business case
development
Analytical support
Value Creation Assessments

Custom Solution Maps
Engagement delivery
support
- 40 -
Tools & frameworks

Value & Benefit tracking
Solutions which are more

focused, efficient, and effective
How value is used to sell and deliver technology engagements

Deloittes Value Delivery Approach for
Technology Projects
Enterprise Value Map the foundational framework

to identify key business drivers
D e l o i tt e E nt e rpri se V al ue Ma p T M
(Practical paths toincreaseshareholder value)
Shareholder Value
Itseasy to say shareholder valueisimportant.

Here aretwosimpleways touseit:
Notsoeasy tomakeitinfluencethedecisions
that aremade every day: whereto spendtime
Startatthetop. Workingyour way down,
andresources, howbest to getthingsdone,and,
at eachstepaskyourself, Howwill we
ultimately, how towin inthecompetitive
improvethis? This will helpensurethatyour
marketplace.
tactics supportyourobjectives.
This Map isdesignedtoaccelerate the
Startatthebottom. Workingyour way up,
connection betweenactions youcantake and
shareholdervalue. It is notrocket scienceand it
at eachstepaskyourself, Whyarewedoing
is not complete, but itcanjump-startthe
this? This will helpensurethat every tactic
processoffocusingon thethings that matter
leadstoshareholder value.
most andthenchoosingpractical ways to get
them done.
Operating Margin
Revenue Growth
Asset Efficiency
(after taxes)
Expectations
How Value is Created

(Value Drivers)
Volume
Acqui re New C ust om ers
Selling, General &

Administrative
(SG&A)
Price Realization
Re ta in and Grow Current

C us tome rs
Leverage IncomeGe ne ra ti ng Asset s
Improve
C ust ome r Int eract ion
E ffi cie nc y
Strengt hen Pri ci ng
Cost ofGoods Sold

(COGS)
Improve
Corpora te /Shared Service s
Effici ency
Income Taxes
Improve
Logi sti cs & Servi ce
Provision
Efficiency
Improve
Devel opment & Producti on
Effi ciency
What You Can Do
Improve
Income Ta x
Effi ciency
Property, Plant&
Equipment
(PP&E)
Improve
PP&E
Efficiency
Inventory
Receivables
& Payables
Improve
Inve ntory
Efficiency
Improve
R ece ivabl es & Payable s
Efficiency
CompanyStrengths
External Factors
Improve
Mana gem ent & Gove rnance
Effect iveness
Improve
Exec ut ion C apabil it ies
(Improvement Levers: Business Processes,

Assets and Organizational Capabilities)
Change What You Do

- Wh at y ou pro vide
- Wh om you ta rge t a nd ser ve
- Ho w yo u co mp ete
- Wh er e you de plo y re sou rce s
- Wh ich o per at io ns you out sou rce
Do What You Do Better

- Str en gth en g ove rn ance ap pro ach es
- Align r esou rce s with str ate gies
- Im pr ove bu sine ss pr oce sse s
- Ho ne str ateg ic ca pab ilities
- M an age tax imp ac ts an d o ppo rtu nitie s
- Im pr ove co ntro l / red uce risk
- Co llab ora te mo re e ffec tive ly
- Sat isfy custo me rs, em ploy ees a nd
o the r st ake hold er s
BUSINESS PRO CESS GROU PI NGS

B usiness Strategy andManagement
(B u si ne ss a nd Fi n an ci al S t ra te gy , M erg ers a nd A cqu is it i on s, Ta x
M an ag em en t , Ri sk Man ag em en t, Co mpl i an ce M an ag em en t, Pr ogr am
M an ag em en t a nd P erf orma n ce M an age me n t)
C ustomer Strategy, Rela tionships and Interactions

(M ark et in g, S al e s, De l iv ery /P rov is i on in g, B il l in g a nd S e rv ic e )
Pr oduct Strategy, Development andPr oduction

(I n no va ti o n an d De si gn , S u pp ly Cha in M an ag em en t , P rod uc t io n
O pe ra t i ons an d Lo g is ti cs )
H uman Capital Strategy andManagement
Market ing &

Sales
Product &
Service
Innovati on
Account
Management
Cross-Se ll/
Up-Se ll
Retention
I nc rea se f o cu s o n
h ig h-va l ue /h i gh p ot en t ia l c us t ome rs
B roa de n p rod uc t a nd
se rvi ce of f eri ng s
hi g h-va l ue /h i gh po t en t ia l cu s to me rs
A llProcess Gr oupings
A cq u ir e com pe t it ors
Sales
Customer
Service &
Support
Order
Fulfi llme nt &
Bill ing
IT, Telecom &

Networki ng
Dif f ere nt i at e t re at me nt
of cu st om ers /
se gm en ts
I mpl e men t i n t egra t ed

ap pl ic a ti on s a cros s
bo un da ri es
Material s
Production
ref o cu s pro du ct
po rt f ol io
ref o cus p rod u ct
po rt fo li o
Logist ics &

Distribution
Merchandi sing
Con so li da t e co mp an y
rea l es t at e/ f a ci li t ie s
Con sol i da t e or
ou t sou rce re cru it m ent
fu n ct io ns
Ma n ag e pro cu rem ent

o n a n at i on al / gl ob al
b as is
Con s ol id at e a nd / or
al i gn bu si ne ss
pl a nn in g,
ma na g eme nt an d
re por ti ng f un ct io ns
Con so li d at e a nd / or
al i gn f i na nc ia l
pl a nn in g,
ma na ge me nt an d
rep ort i ng fu n cti o ns
re fo cu s pro du ct a nd
po rt f o li o
p o rt f ol i o
re fo c us p rod uct a nd
s ervi c e po rtf o l io s
s eg men t s wi th lo wer
a ve rag e co st -t o-se rve
I ncre as e u se of lo werco st de li ve ry/

in st a l at i on ch an nel s
(se lf -service , part ners, et c. )
Rat i on al i ze I T
ap pl ic a ti on po rt fo li o
Con so li da t e or
ou t sou rce d e si gn an d
de ve lo pm en t
f un ct io ns
Con sol i da t e or
ou t sou rce l e arn in g
an d de ve lo p men t
fu n ct io ns
o ut so urc e
p roc ure men t f u nc t io ns
I mp rov e al i gnm en t of
bu s in ess un it
st ra te g ie s wit h
en t erp ris e st ra te g ie s
Con so li d at e a nd / or
al i gn f i na nc ia l
ac co un t in g a nd
an al ys is f unc t io ns
mo du la r, ext e ns ib le ,
sc al a bl e de si g ns
de si gn i ng f o r
ma te ri al s e f ic ie n cy
hi gh e r- v al ue pro du ct s
re f oc us c ha nn el /
m ed ia usa g e
I n cre ase use of l owe rc os t s al es c ha nn el s

(t ele sale s, out le ts, s elf se rv ice, etc. )
Di f fe ren t ia t e se rvi ce
t rea t me nt of
c ust o me rs/ se gm ent s
I ncre as e u se of lo werco st bi l i ng c h ann el s

(auto mate d, sel f- se rvi ce,
etc .)
Con so li d at e I T ,
t el ec om a nd ne tw o rk
eq ui p men t a n d
f aci l it i es
Con so li da t e or
ou t sou rce
im prov e men t a n d
de pl oy me nt
Con sol i da t e or
ou t sou rce b en e fi t s
ad mi ni st rat i on
fu n ct io ns
Re fi n e ve nd or
s tr a t eg ie s
or gan i za ti on st ruc t ure s a nd g ov ern an ce
mo de ls wit h b us in e ss
st ra te g ie s

f in an ci al st ra te gi es
wit h cor por at e
st rat e gi es
ou t so urc e pro du ct
de v el op men t
f un ct i on s
Rat i on al i ze /
co ns ol id a te ven d or
po rt f ol io
I ncre as e e mp ha si s on
de si gn fo r pro du ct io n
ef f ic ie n cy
I m pro ve f oc us on
h i gh er-va lu e
s eg me nt s
h i ghe r-va lu e
c us to me rs/ se gm en ts
Co ns ol id at e or
o ut so urc e se rvi ce an d
s up po rt o pe rat i on s
ou t so urce ord er
f ul fi l lm en t f u nct i on s
(pick, pack and shi p,
ni s tal l, provis ion, et c.)
ou t so urce de si gn ,
de ve lo pm en t a nd
de pl o yme nt se rvi ce s
Con so li da t e or
ou t sou rce p rop e rt y
ma nag e me nt
f un ct io ns
Con sol i da t e or
ou t sou rce p ay rol l
fu n ct io ns
Ra ti o na li ze /
c on so li da t e ve nd or
p ort f ol io
ca p it al bu dg et s a nd
pr ogr am p la ns wi t h
bu s in ess pri ori ti e s
S tr e ng t he n
en t erp ris e-wi de
f in an ci al rep ort i ng
st a nd ard s
I nc rea se u se of lo werco st pro du ct

de v el op men t
ch a nne l s
h i gh er-va lu e p rod uc ts
a n d se rvic e s
F oc u s sa le s ef f ort s o n
h i ghe r-ma rgi n
p rod uc ts an d se rvi ce s
I mp rov e em ph as is o n
p rod uc t q ua li t y an d
e as e of s ervi ce
ou t so urce bi l i ng
op era ti o ns
ou t so urce op era ti on s
an d ma i nt en a nce
se rvi ce s
I ncre as e us e o f lo we rco st re a l es t at e a nd
f aci li t ie s / Re lo cat e
bu si ne ss o pe rat i on s
em pl oye e re te n ti on
S t an da rdi ze prod u ct
c at al o gs
(equi pment , of f ice sup pli es,
promot i onal mat erial s, et c. )
A l ig n M& A st rat e gi es
wi th bu si ne ss
ob j ec ti ve s
Rat i on al i ze p ort f ol i o o f
f in an ci al se rvi ces
pro vi de rs
I m pro ve f oc us on
h i gh er-va lu e
a d vert i si ng cha n ne ls /
m ed ia
B yp a ss c urren t
c ha nn el s / S el l
d i re ct l y t o cu st o me rs
De si gn pro du ct s f or
e as e-o f- u se / s el fs ervi c e
I mpro ve emp ha si s o n
de si gn fo r pa ck in g/
sh ip pi n g ef f i ci en cy
ou t so urce en d-u ser
su pp ort
Out s our ce p rop ert y

t ax a dm in is tr a t io n
ac ti vi t ie s
(co mp li ance, assess men t,
negot i ati ons , etc .)
Deve l op /i n te gra t e
gl ob al HR p rac t ic es
(i nt ernal/ ext ernal , ons hore/
off sho re, et c.)
I nc rea se u se of l ower c ost c han ne l s

(sel f- servi ce, et c. )
I m pro ve
c us t om er, p rod uc t
a n d ch an ne l
p rof i t ab il it y
I mp rov e
re la t io ns hi p/ a cc oun t
d ev el o pme nt
p roc es ses
I mp rov e se rvi ce and

s up po rt p roc ess es
I ncre as e u se of
ve nd or-ma n age d/
ve nd or-wa reh ou sed
in ve nt o ry
I mpro ve de si gn ,
de ve lo pm en t a nd
t est i ng pro ce ss es
I mpro ve re al es t at e
de si gn a n d d eve lo pme nt p roc e sse s
Im pro ve
re c ru it me n t a nd
ori en ta t io n p roc ess e s
I mp rov e pro du ct
p roc ure men t
p roc ess es
(equi pment , su ppli es, e tc .)
Ra t io na l iz e t arg et ed
Ra t io na l iz e t arg et ed
m ark et s a nd c us to me r
s eg me nt s
re fo cu s p ro d uct an d
s ervi c e po rtf o li os
re f oc us p rod uc t a nd
s erv ic e po rt fo l io s
p ric in g e f e ct i ven e ss/
p ric e op t im iz at i on
I m pro ve i nv es t men t
re t urn s on ca sh/
t re as ury f un d s
Product
Development
I mp rov e
c ust o me r p ri ce
s en si t iv it y
I nc rea se em pha si s o n
d if f ere nt i at e d pri ci ng
a cro ss cu s to mer
s eg men t s
p ric e-i ns en si ti ve
c us to me r seg me nt s
o f val u ab le cus t ome r
re l at io n shi p s
Fi nancial
Management
Co nv ert f re e se rvi ce s
t o f e e-b ase d s ervi ce s
I n cre ase em pha s is

o n d if f ere nt i at ed
d i ve st it u re an d
re i nve st me nt
Re f oc us and / or ref i ne
re t en t io n pri o ri t ie s a nd
s t rat eg i es
Busi ness
Management
I nc rea se use of
p romo t io ns
re fo cu s p rod uc t a nd
s ervi c e po rtf o li os
d e vel o pi ng and
p rot e ct i ng i nt e l e ct ua l
c ap i ta l
Cre at e ba r i e rs to
s wit c hi ng
Im pro ve t o ta l
cus t om er ex pe rie nc e
(p urchasi ng, f ul fi l me nt,
usage , suppo rt , se rvi ce,
etc. )
Procurement
(Exc lud ing P rod uc tio n
M ateria ls &
M er chan d is e)
I mp rov e b rand
a ware ne ss / E le va t e
b ran d i ma ge
c us t om er re t en t io n
exp a nsi o n of
cus t om er
re l at i on shi p s
T ai l or acc o unt
ma na ge me nt
ap p ro ac he s t o
Human
R esources
I n cre ase em pha s is

o n su p pl y ch ai n
m an ag em en t
(produ cti on, dist ribu ti on and
sa les pi pel ine s)
h i gh -v a lu e / hi gh p o te nt i al cu st om ers
mo st p rof i t abl e
pro du ct s an d s ervi c es
mo st e f fe ct i ve s a le s
an d ad ve rt is in g
cha n ne ls
I mp rove acc ou nt
ma na ge me nt
st ra te gi es
cu st om er s at is f ac ti on
I nc rea se n um be r and
qu a li ty of pro du ct an d
se rvi ce la un ch es
I nc rea se u t il i zat i on of
mo du la r, re u sab le
de s ign s
Real Estate

p rod uc t i n nov at i on
hi gh -va lu e/ h ig hpo t ent i al cu st om ers
Rat i on al i ze
cu st om er p ort f ol io
ac co un t /r e l at io n shi p
de v elo p men t
I mp rove pl at f o rm an d
po rt f ol io s t rat e gi es f o r
pr odu ct s a nd se rvi ces
I mp rov e
st ra te g ic p la nn in g
pr oce ss es
Service
Delivery
Income Tax
Management
Real Estate &

Infrast ructure
Equipment &
Systems
re fo cu s pro du ct an d
Finishe d
Goods
Work in
Process &
Raw Materials
Accounts,
Notes &
Interest
Receivable
Accounts,
Notes &
Interest
Payable
Governance
Business
Planning
Program
Delivery
Busi ness
Performance
Management
Operational
Excellence
Part nership &

Collaborat ion
Relationship
Stre ngth
Agi lity &

Flexibilit y
Strategic
Asset s
Ra t io na li ze an d/ o r
re fo c us s ervi ce s
o f fe red
pe rman en t l y lo weri ng
th e c om pan y 's
ef f ec ti ve t ax ra t e
ref o cu s pro du ct an d
se rvi ce port f o li os
ref o cus pro duc t
po rt fo li o
Re f in e d ay so ut st a nd in g s t ra t eg y
S tr e ng t he n co rpo rat e
go ve rna nc e st ru ct ure s
(composi ti on, s elec ti on,
role s, et c.)
I m pro ve c oo rdi na t io n
o f op era ti o na l, in ve st m en t , f i na nci a l, M& A ,
a n d t ax s tr at eg ie s
a cro ss bus in es s u ni ts

e nt e rpri se -w i d e
p rog ram p la n ni ng a n d
c ol l abo rat i ve prog ram
d el i ver y
I nc rea se e mp ha si s
on co nt i nu ou s,
pr oac t iv e p erf orm an c e ma na ge men t
E st a bl is h a c ul t ure
ce nt e red on
op era t io na l
ex ce l en c e
pa rt ner shi p , me rge r
an d a cq ui si t io n
op po rtu n it i es
st ak eh ol d er
rel at i on sh ip s
de si gn in g a nd
pa cka gi n g
fo r d i st rib ut i on
Re f in e a nd / or al i gn
m erc han d is in g
s t rat eg ie s
(ce ntr al vs . loc al
me rcha ndi sing , et c.)

s ervi c e pre ve nt i on /
Re du ce n e ed fo r
s ervi c e
In t eg rat e t a x op po rtu n it i es a nd is sue s

in to bu si n ess pl an ni ng
pro ces se s
Dev e lo p bu si n ess
mo de ls wit h l o w re al
es t at e re qu ir e me nt s
Ou ts ou rce b us in es s
f un ct io n s
Dev el op lo w-In ve nt o ry
bu si ne ss m od el s
de si gn in g f or
ma nuf a ct ur ing
ef f ic ie nc y
Co o rd i na te
m an ag em en t o f
c red it / rec ei va bl e s
a cro ss bus in es s u ni ts
Co ord i nat e
m an ag em en t o f
p ay ab l es a cro ss
b us in e ss u ni t s
I mpr ove com mu ni ca t io n b et wee n t he

bo ard , m an ag em en t ,
sh are ho ld ers an d t he
pu bl i c
I m pro ve a li gn me nt of
c us t om er, prod uc t ,
a d vert i si ng , s al es ,
s erv ic e, su pp ort , a n d
f u lf i l me nt st rat e gi es
E st a bl i sh p rog ram/
p roj ec t d e li ve ry as a
k ey c om pe t en cy
of o rga ni za t io na l
st ru ct ure s
E st a bl is h p ro ce ss
i mpro ve me nt an d
i nn ova t io n a s ke y
co mp et en c ie s
E st ab li sh
cro ss-c om pa ny
co l ab o ra t io n a s a k ey
co mp et en cy
I mpro ve i de n ti f ic at i on
of st a keh ol d er gro up s
an d e st ab li sh me nt of
pri ori t ie s
E st a bl i sh a gi li t y a nd
f l ex ib il i ty as k ey
c omp e te nc ie s
E st a bl is h
d ev el op me nt of
s tr a t eg ic ass et s a s a
k ey c omp e te nc y
Re f in e/ a li g n
lo gi st i cs a nd
di st rib ut i on st rat eg i es
M an ag e p urc has in g
o n a nat i o nal / g lo ba l
b a sis
h i ghe r-va lu e c ust o me r
re la t io ns hi ps
Ma xi miz e t ax be ne fi t s
ass o ci at ed wit h m aj or
bu si ne ss d ec is io ns
(M& A, con soli da tio n, ou tsourci ng, si te se lect io n, et c. )
Red u ce n um be r o f
da t a c ent e rs, bra nc h
of f i ce s, de al ers hi ps ,
re ta il ou tl e t s, e t c.
Con so li d at e
I T s yst e ms,
pro du ct i on l i ne s an d
se rvi ce mec ha ni sms
ref o cus cus t ome r
se gm en ts a n d
di st ri bu ti o n ch an ne l s
use of co mmo n
com po n ent s
I m pro ve m an ag eme n t
o f cred i t ri sk a cros s
b u si ne ss u ni t s

v en do rs wi th
f a vor abl e pay me nt
t e rm s
S tr e ng t he n a nd
co mm uni ca t e mi ss io n ,
vi si o n, v al ue s a nd
et h ic s
I n cre as e em ph as is
o n ri sk -in fo rme d,
s ce na rio -ba se d
p l an ni ng

c on ti n uo us , p roa ct i ve
m an ag em en t o f
i n ves t men t po rt f o li os
ma na g eria l , f o rwa rdl oo ki ng i n f orma t io n
I mpr ove ef f ec t iv en ess

of or gan i za ti on a l
st ruc t ure s an d
go ve rna nc e m ode l s
I nc re as e p roa ct iv e
pu rsu it of
pa rt ner shi p s, me rg ers
an d a cq ui si t io ns
Es t ab li sh
ma na ge me nt o f ke y
st ak eh ol d er
rel at i on sh ip s a s
org an iz at i on al pri ori ty
E st a bl i sh p rod uc t ,
s ervi c e an d p roce s s
i n nov a ti on as k ey
c omp e te nc ie s
I nc rea se emp ha si s o n
l ev era gi ng st rat e gi c
a sse t s
ma te ri al s-e f i ci en t
pro du ct i on
me ch an is ms
ou t so urce pro du ct io n
f un ct io ns
hi gh er-va lu e p rod uc ts
an d pa rt ne rs
Co ns ol id a te or
o u tso u rc e
m erc han d is in g
f u nct i o ns

d es ig ni ng f or se rvi ce
e f fi ci e ncy an d se l fs ervi c e
Ac ce le rat e or de f er
ni co me/ e xp en se s
Rat i o nal i ze
pr odu c ti on fa ci li t i es
Def e r/ cha ng e t i min g

of ca p it al in ve st me nt s
I ncre as e em ph a si s on
hi gh -t urn p rod uc ts
de si gn in g f or
ma te ria l s ef f ic ie nc y
wi t h l ow cr edi t / lo an
n e eds
Ra t io na l iz e/
p ort f ol i o
B ui ld va lu es a n d
et h ic s in t o c orp ora te
cu lt u re
I m pro ve i nt e gra ti o n of
s ho rt - a nd lo ng -t erm
b u si ne ss p la nn in g
I mp rov e e f e ct iv en es s
o f p rog ram / proj ec t
g ov ern an ce m od el s
I nc rea se f o cu s on ke y
pe rf orma n ce m et ric s
cro ss- bus in e ss-u ni t
an d c ross -co mp an y
co l a bo rat io n
op era ti o na l i nt e gra ti o n
wit h p a rt n ers
I mpro ve re l at io n shi p
ma na ge me nt
st rat e gi es f o r k e y
st ak eh ol d er gro up s
I mp rov e ag i li t y an d
f l ex ib il i ty of
s t ru ct u res
Ut i li ze t a x-e f e ct i ve
c orp ora te st ruc tu res
f or o wne rsh ip /l i ce ns i ng of in t an gi bl e
a sse t s (pat ent s, t ra de
na me s, IP , et c. )
I mp rov e f ocu s o n
hi g he r-val u e cu st om er
se g men t s an d
pr odu c ts
Des i gn p rod uc ts to
us e co s t- e f fe ct i ve
ma te ri al s
I ncre as e u se of lo werco st pro du ct io n

ch an ne ls
Co n sol i da t e/
ou ts ou rce l o gi st ic s
an d di st ri bu t io n
fu nc ti o ns
Re f in e v en do r/
s up pl ie r st rat e gi es
I n cre ase use of

c he ap er se rvi ce
c ha nn el s
Mig rat e in co me t o
ol w-t ax j uri sd ic t io ns
Ou t sou rce bus in e ss

f un ct i on s
de si gn f or
ma nu f act u rab il i ty a n d
se rvi ce
I ncre as e em ph a si s
on bu il d-t o- orde r
Rat io n al iz e raw
ma te ria l s
c red it wo rth y cu s to me r
s eg me nt s
I mpr ove fo cu s o n
in t ern al co nt rol s a nd
reg ul a to ry co mp li an ce
HR a nd t ech no lo g y
s t rat eg i es wi t h
b u si ne ss s tr a te g ie s

p roj ec t q u al it y a nd
ri sk m an ag em en t
on pe o pl e/ t al en t
de v el op men t
qu al i ty man a ge men t
an d b en ch ma rki ng
bu si ne ss in si gh t a nd
f orwa rd-l oo ki ng
in f orm at io n
re al ig n p ro du ct
de v el op men t
ef f o rts
co mp on en t re us e
I ncre as e q ua li t y an d
co ns is te nc y o f
ma te ria l s
In cre as e us e o f l owe rcos t l og i st i cs a nd

di st rib ut i on ch an ne ls
Ra t io na l iz e/
p o rt f ol i o
Co ns ol id at e or
o ut so urc e se rvi ce
o pe rat i on s
Uti l iz e t ax -ef f ec ti ve
cor pora t e s tr u ct ure s
fo r own ersh i p/ li ce n sin g o f i nt a ng ib le
ass e ts (pa te nts, t rade
names, I P, etc .)
ris k i de nt if i ca t io n a nd
ma na ge me nt
I n cre as e co ns id era t i on of M& A a n d

d i ve st it u re op t io ns

re al iz a ti on of t arg et ed
b us in e ss b en ef i ts
I nc rea se f o cu s on ris k
ma na g eme nt a nd
re gul a t ory c omp li an c e
bu si ne ss con t i nu it y
pl a nn in g
I mpr ove
ca sh /t re as ury
ma na ge me nt
pra ct i ce s
I mp rov e id en t if i ca ti o n
an d d is co nt i nu at i on o f
un s ucc es sf ul
ef f o rts
I mpr ove ord eri ng a n d

rec ei pt pr oce ss es
(raw ma te ri als , int ermedi ate
mat erial s, f ini shed
compon ent s, et c. )
I mpro ve
pro du ct i on s ch ed ul i ng
an d s ta gi n g
pro ce sse s
Im pro ve i nv en t ory
re ce ip t an d st o ra g e
proc es se s
I m prov e
m erc han d is e
o rde rin g a nd re c eip t
p roc es ses
I mp rov e se rvi ce an d
s up po rt p roc ess e s
Im pro ve f o cu s of t ax
fu n ct io n/ d ep art me nt
on proa ct i ve ta x
pl an ni ng
Rec o nf ig ure fa ci l it i es /
I nc rea se u t il i zat i on of
f ac il i ti e s
S tr e ng t he n a nd
co mm uni ca t e
go ve rna nc e p ol ic ie s
an d p roc ed ures
a n d pre di ct i on of
i n du st ry an d m arke t
t re nd s
I mp rov e s tr u ct uri ng
a nd la un ch of
c oh es iv e p rog ra m
p ort f ol i os
I mp rov e
de t erm in at i on of ke y
pe rf orma n ce m et ric s
an d t a rge t s
I mpr ove as se ssm en t

an d b en ch ma rki ng o f
bu si ne ss pro ces s
pe rf orma nc e
I mpro ve ab il it y to
id e nt if y a nd as se ss
pa rt ner in g
op po rtu n it i es
I mpro ve u n der st an din g o f s ta ke ho l de r

in t ere st s (cu st ome rs ,
shareh olders, regu lat ors,
empl oyees, su ppl iers,
partn ers, al umni, e tc .)
I nc re a se e mp ha si s
on pre ve nt iv e
eq ui p men t
ma in t en an ce
Ut il iz e m ore
ef f i ci en t p rod uc ti on
eq ui p men t
Rat io n al iz e an d /o r
re f oc us pro duc t
po rtf o li o
Re f in e c red it / da ys re ce iv ab l e st rat e gy
Ma nag e m at eri al s
sou rci ng on a
na t io na l/ g lo ba l b as is
I mpro ve
de ma nd fo reca s ti ng
Im pro ve
de man d f o reca st i ng
T i gh t en c red it / l oa n
t e rms
L ev era ge cre dit rat i n g

t o l en g th e n pa ym ent
c yc le s an d re du ce
i n te res t ra te s
I n cre ase fo cu s o n
b us in e ss a gi li t y an d
f l ex ib il i ty
s tr a t eg ic ass et s
f l ex ib il i ty of
g ov ern an ce m od el s
I mp rov e f le xi b il it y
o f b u si nes s
p roc es ses
I mp rove co l ab o ra t io n
wi th de si gn ,
de v elo p men t a n d
pr odu ct i on pa rtn e rs
I mp rove
un d erst a nd in g o f
cu st om er n ee ds
Im pro ve i de nt i f ic at i on
of cros s-se l l/ u p-s el l
op po rtu ni t ie s
I m pro ve
c hu rn/ d ef ec t io n
d ri vers
L i ce nse or se l
i n te l le ct ua l c ap it a l t o
o t he r en te rpri se s
O bt ai n e xc lu si ve
a gre em en ts wit h
p art n ers
(li cens es, di st ri but orshi ps,
et c. )
I mp rov e
p rod uc t/ s erv ice va lu e
t o c us to me rs
b e t e r m arke t a n d
c us t om er in fo rma t io n
I mp rov e p roce ss es
f o r g en e ra t in g,
q ua li f yi n g an d
a ss ig ni n g le ad s
I mp rov e wor kfo rce

p la nn i ng a nd di sp at ch
p roc ess es an d t oo ls
I mpro ve cre di t
an al ys is
pro ce sse s
I mpro ve sel e ct i on,

ac qu is it i on an d
co nt rac t in g
pro ce sse s
se le ct i on, a cq ui si t io n
an d co n tr a ct i ng
pro ces se s
Im pro ve
tr a i ni ng
pro ces se s
I mp rov e se rvi ce
p roc ure men t
p roc ess es
(t ra ve l, contr ac t lab or, et c.)
I mp rov e
pr ogr am p la nn in g
pr oce ss es
I mpr ove de bt an d
eq ui t y ma n age me nt
pro ce ss es
co n cep t io n/ i ni t ia t io n
pr oce ss es
I mpr ove mat e ria l s

ef f i ci en cy o f
pro du ct i on proc es se s
I mpro ve
ma nu fa ct u rin g a nd
qu al it y con t rol
pro ce sse s
Im pro ve re tr ie val
proc es se s
I m prov e f oc us on
h i ghe r-va lu e v en do r
re l at io ns hi p s
I mp rov e wor kf orc e

p l ann i ng, d is pa t ch
a nd ass ig n me nt
p roc ess es
a nd t ool s
Im pro ve a cc ura cy a nd
ti me l in ess of t ax
pro vi si on and ca sh
ou t fl ow f o re ca st s
I nc rea se u se of
f le xi b le f a ci li t ie s
f le xi bl e/ e xp an da bl e
pro du ct i on e q ui pm en t
I mpro ve
co l ab o ra t io n wi t h
ve nd ors /p art ne rs
Im pro ve
col l ab ora t io n wi th
ven d ors /p art ne rs
I m pro ve c ust o me r
i n ce nt iv es fo r
a cc el era t ed /o n -t i me
p a yme nt
L ev era ge bre ad th of
v en do r r el at io ns hi p s
t o l en g th e n pa ym ent
c yc le s
I mpr ove / imp l eme n t

in t ern al co nt rol
f ram ework s a nd
po l ic ie s
o f op po rtu ni t ie s a nd
t h rea t s
I mp rov e a li gn me nt of
p roj ec t s wit h prog ram
a nd bu si ne ss
o bj ec t iv es
I mp rov e
me as ure me nt an d
re por ti ng of
op e ra t i ona l and
f in a nci al p erf orma n ce
po st -me rge r syn erg y
an d c os t re du ct i on
pro gra ms
st ruc t ure a nd
im pl em en t d ura bl e ,
mu tu al l y be ne f ic i al
pa rt ner shi p s
I mpro ve i de n ti f ic at i on
of op po rtu n it i es t o
in cre ase va lu e t o
st ak eh ol d ers
I mp rov e
c omm un ic at i on an d
k no wle d ge t ra nsf e r
a cro ss o rga ni za ti o na l
b ou nd ari es
De ve lo p a nd u t il i ze
u ni qu e p hy si ca l
re so urce s
(f acil it ie s, la nd, e tc. )
o f ma rke t in g,
a dv ert is in g a nd sal es
p roce ss es
I mp rove reu se o f
pr odu ct a nd s erv ic e
co mp on en t s
I mp rove
un d erst a nd in g o f
cu rren t c us to me r
sa t is fa ct i on
Im pl em en t p roa ct iv e
an d rea ct i ve c ros ssel l a n d up -se l
cam pa ig ns
o f chu rn/ d ef e ct io n
c an di d at es
S e l ap pre ci at e d
a ss et s
A l ig n a dv ert is i ng wi t h
p ric in g s tr a te g ie s
I nc rea se use of
d if f ere nt i al pri ci ng
me ch an i sms (bas ed on
cus tomer val ue, ris k, et c.)
I m pro ve a na ly t ic al
p roc es ses an d t oo l s
I mp rov e
f i el d s al es a nd
t e le sa le s
p roc es ses
I mp rov e ca p aci t y/
d em an d pl a nni n g
t oo l s
I mpro ve pi ck, p ac k
an d s hi p p ro ce ss es
I mpro ve in st a l at io n /
de pl o yme nt
pro ce sse s
im prov e men t a n d
de pl oy me nt
pro ces se s
Im pro ve s al ary and

be ne fi t s ad mi ni st ra ti on pro ce ss es /
In cre as e em pl o yee
sel f -se rvi ce
I mp rov e co nt ra ct
ma n ag eme nt
p roc ess es
(nego ti at ion, execu ti on and
comp lia nce)
I mp rov e op era ti o na l
ris k ma n ag eme nt
pr oce ss es
I mpr ove f in an ci al
ris k ma na g eme nt
pro ce ss es
I mp rov e
de s ig n a nd
de v el op men t
pr oce ss es
Rat i on al i ze o rde r
qu an t it i es a nd t imi n g
be t te r pro du ct io n
in f orma t io n a nd to ol s
Im pro ve t ran s port a nd

de li ve ry pro ce sse s/
al go ri t h ms
I m prov e c oo rdi na ti on
wi t h ve n do rs
I mp rov e ca p aci t y/
d em an d pl a nn in g
t o ol s
Im pro ve a b il it y t o
ut il i ze of f sh ore c as h/
ass e ts a n d mo ve
be t ween ge o grap hi e s
I nc rea se u se of
l ea se d rea l e st a te
I mpr ove
ef f ec t iv en es s of pl a nt
ma in t en an ce
I mpro ve log i st i cs/

di st ri bu ti o n ef f i ci en cy
In cre as e ut i l iz at io n
of st an d ard ize d
com po n ent s
Di f f ere nt i at e cr edi t
t re at me nt of
c us t om ers/ se g men t s
I mp rov e ma n ag eme nt
o f d e bt po rtf o li o
A li gn in t ern al au di t
pra ct i ce s wit h
bu si ne ss a n d ris k
ob j ect i ve s
I m pro ve s t ra t eg y
d e vel o pme nt ca pa b i li t ie s at c orpo rat e
a n d bu si ne ss -un it
l e ve ls
S t ruc t ure p rog rams /

p roj ec t s t o de l iv er
b en ef i t s pro gre ss iv el y
I mp rov e an al ys is of
ma na g eria l
i nf o rm at i on
I nc re a se i n te gra t io n o f
bu si ne ss pro ces se s
ac ros s org an iz a ti on al
bo un d ari es
in t eg rat e m erg ed
an d a cq ui red
org an iz at i on s
I mpro ve
co mmu ni ca t io n wi th
st ak eh ol d er gro up s
f l ex ib il i ty of pa rtn er
o rga ni za t io ns and
n et wo rks
u ni qu e h um an
re so urce s
(t hough t lea ders, mana gers,
sub ject matt er e xpert s, et c.)
I nc rea se t i me s p ent
s ell i ng
A cq ui re n ew p ro d uct
an d s ervi ce of f e ri n gs
I mp rove
re spo ns iv en es s t o
cu st om er c omp l ai nt s/
f ee db ac k
Im pro ve c ross -se l

an d up -se l
ap pro ach e s/ mo de ls
I m pro ve a dh ere nc e t o
c on t rac ts a nd
a g re e men ts
De ve l op , sp i n-o f an d
s el l n ew b us in es se s
I mp rov e
c oo rdi na t io n wi t h
d i st ri b ut i on c en t ers
I mp rov e t ai lo rin g o f
o f e rin gs to cus t om er
n ee ds
b e t e r c omp e ti t iv e
i n fo rma ti o n
I mp rov e u ti li z at i on o f
s al es st af f
I mp rov e ut i li z at io n o f
s ervi c e st a f
I mpro ve
pro vi si on in g /
in st a l at i on pro ces se s
I mpro ve pro ces se s f or

ma na gi ng sys t em
op era ti o ns , m ai nt en an ce an d ch an ge s
I mpro ve o p era ti on al
pro ces se s
(admini str at i on, se curit y,
energy, HVA C and
ma int ena nce)
Im pro ve
pa yrol l
pro ces se s
I mp rov e de ma nd
p la nn i ng p roc ess e s
a nd to ol s
I mp rov e ca pi t al
bu d ge t in g
pr oce ss es
I mpr ove au di t a n d
co mp li an ce
ma na ge me nt
pro ce ss es
I mp rov e
pr ot ot y pi ng , p il o ti ng
an d t e st i ng p roc es se s
be t te r pro du ct
in f orm at io n a nd t ool s
I mpro ve cap a cit y

pl an n in g p ro ce sse s ,
sk il ls an d t oo l s
Im pro ve d es ig n/
st ruct u re o f
di st rib ut i on ne tw o rks
b e t e r i nf o rmat i on an d
t o ol s
s ervi c e st a f
Uti l iz e i nt ern at i on al
fi na n ci ng opp ort u ni ti es t o mi ni mi ze a f t erta x b orrowi n g co st s
I mp rov e t erms
on pro pe rty an d
f ac il i ti e s
I mpr ove qu al it y a n d
co ns is te n cy o f
ma nu f act u rin g
ma te ri al s
Rat i on al i ze p ro d uct i o n
qu an t it i es a nd ti mi n g
Sh ort e n p ro du ct i on
cyc le s
I m pro ve a nd
s t an da rdi ze c red it
a ss es sm ent
p roc es se s
I mp rov e a li gn me nt of
A / P s ys t em s an d
p roc es ses wit h d ay so ut st a nd in g s t ra t eg y
I mpl e men t /e n ha nc e
an on ym ou s em pl oy ee
rep ort i ng a n d f ee dba ck m ec ha ni sm s
I m pro ve d ev el op me nt
a n d an al ys is of
b u si ne ss c ase s
I mp rov e c oo rdin a ti on
a nd co mmu ni ca ti o n
a cro ss p rog ram s an d
p roj ec t s
mo st im po rt an t
ma na g eria l
i nf o rm at i on

an d m it i ga t io n o f
op era t io na l ri sk
(peop le, p ro cess, t echnol ogy, dat a, et c. )
I mpro ve
pa rt ner s tr e ng t hs ,
wea kn es se s an d
in t ere st s
I mpro ve v al u e
de li ve red to
cu st om ers
I mp rov e pr odu c t
i n nov a ti on pro ces se s
De ve lo p a nd l e vera ge
p ol it i ca l re la ti o ns hi ps
a nd al li an ce s
T ai l or ma rket i ng an d
s ale s a pp roa ch es t o
c ust o me r s eg me nt s
I mp rove pro du ct /
se rvi ce R&D
an d d ep lo ym en t
ca p abi l it i es
P roa ct iv e ly m an ag e
t ran si t io n p oi nt s
(li fe eve nts, end sof
cont ract sa nd le ases, et c. )
Im pro ve e f fe ct i ve ne ss
of cros s-se l l/ u p-s el l
pro ces se s
I m pro ve re te nt i on an d
wi n -ba ck p roce ss es
S e l or l ea se e xc es s
c ap ac it y to ot he r
e n te rpri se s
(prod ucti on capa cit y, se rvi ce
c apaci ty, et c.)
I mp rov e
c oo rdi na t io n wi t h
s al es ch an nel s
A l ig n p rod uc t a nd
s ervi c e pri ce s wi th
v al ue to cu st ome rs
I m pro ve d ef i ni t io n o f
s pe ci f ic at i on
P ro vi de st af f wi t h
b et t e r c us to me r
i n fo rmat i o n
(demo graphi cs, in quir y
hi st ory, et c.)
P rov id e s ta f f wi t h
b et t er c ust o me r
i nf o rmat i on
(prof il es, t ra nsact io n
hi st ories, etc. )
I mpro ve in vo ic in g/
bi l li ng p roc e sse s
I mpro ve en d-u ser

su pp ort an d
ad mi ni st ra ti on
pro ce sse s
I mpro ve c ap ac it y /
de man d p la n ni ng
Im pro ve
pe rfo rma nce
ass e ssm ent
pro ces se s
b et t er p ro du ct an d
s ervi c e in f orma t io n
I mp rov e
pr ogr am
ma na g eme nt
pr oce ss es
I mpr ove bu si ne ss
ca se d e vel o pme nt
an d a na ly si s
pro ce ss es
se rvi ce in tr o du ct i on /
l au nc h p ro ce sse s
I mpr ove de man d

f ore ca st in g
pro ce ss es, sk il l s an d
t oo ls
I mpro ve de man d
f ore cas t in g
pro ce sse s, sk il ls an d
t oo ls
Ra t io na l iz e pro du ct i on
qu ant i t ie s a nd t i mi ng
I m prov e d em an d
f o rec ast i ng
p roc es ses , ski l ls a nd
t o ol s
b et t e r c ust o me r
i n fo rmat i on
(prof il es, t ra nsact i on
hi st ories, etc. )
of t ra n sf er pri ci ng
Di ve st lo w-ut il i za t io n
re al e st at e
I nc re a se
us e o f l ea se d
Rat i on al i ze
me rcha n dis e o rde r
Rat io n al iz e pro du ct i on
qu an ti t ie s a nd t i mi ng
o f de li nq ue nt
a cc ou nt s
I mp rov e c oo rdin a ti on
o f p a yme nt s a cro ss
b us in e ss u ni t s
I mpr ove un de rst a nd in g o f re gu la t ory

req ui rem en t s
I m pro ve
c om mu ni ca ti on of
s t rat eg i c di rec t io ns
a n d pri ori t ie s
I mp rov e
a cc ou nt ab i li t y/
a ut h ori ty of pro gra m
a nd pro je ct reso u rc e s
I mp rov e
co mm un ic at i on
ar oun d i mp rov em ent
pr io ri t ie s
I mpr ove bu si ne ss
co nt i nu it y p la n ni ng
an d d is as te r rec ov ery
ca pa bi l it i es
I mpro ve in te g ra t i on o f
bu si ne ss p roc es se s
ac ros s pa rtn e r
ne t works
I mpro ve v al u e
de li ve red to
sh are ho ld ers
I mp rov e f le xi b il it y
a nd ve rs at i li t y o f I T
s ys te ms a nd
p l at fo rms
De ve lo p a nd c ul t iv at e
g oo d wi l
I mp rov e ac ce ss t o
i nf o rm at i on an d
a na ly ti ca l t o ol s
A da pt cu rren t
pr odu ct s a nd se rvi ces
f or n ew se gm en ts /
ch a nne l s
I mp rove t ra ck in g o f
cu st om er i nt e ract i on s
(purchase s, sup port
reque sts, etc. )
Im pro ve
un de rst an di ng of
cus t om er ne ed s
S o li ci t an d res po nd to
c us t om er fe ed ba ck
I m pro ve ma n ag eri al
I mp rov e d ema n d
f o re c ast i ng
I mp rov e st ru ct uri ng
a nd pri ci ng o f
p romo t io ns
I m pro ve t ai l ori ng of
m ark et i ng a nd
a d vert i si ng
a p pro ach es t o
P ro vi de st af f wi t h
b et t e r p rod uct , se rvi ce
a nd co mp et it i ve
i n fo rmat i o n
b et t er p ro d uct an d
s ervi c e in f orma t io n
I mpro ve po li ci es a n d
pro ce sse s a rou nd
me rcha n di se re t urn s
I mpro ve di sp at ch ,
di ag n ost i c, res ol ut i on
an d rep l ac em en t
pro ce sse s
I ncre as e ut i l iz at i on o f
rea l es t at e
Im pro ve e mp lo ye e
re t en t io n p ro g ra ms
I mp rov e as si gn me nt
o f p roc ure men t
t ran sa ct i on s t o
a pp rop ria t e st a f
I mp rov e
me as ure men t
pr oce ss es
I mpr ove t ax ma n age me nt pro ce ss es

(dir ect and in dir ect tax
manage ment )
I mp rov e ut i li za t io n o f
pr odu c t d eve lo p me nt
ch a nne l s
F ocu s e f fo rt s on
hi g he r-v al u e ve nd or
rel at i on sh ip s
Rat i on al i ze p rod uct i o n

Ra t io na l iz e
merc ha nd is e o rd e r
qu ant i t ie s a nd t i mi ng
Ra t io na l iz e ord er
q u ant i t ie s a nd t i mi ng
b et t e r p ro d uct , se rvi ce
a nd con t rac t
i n fo rmat i on
Opt i mi ze a cc ou nt in g
me th od s an d s el ec ti on of a cco un t in g
pe rio ds
I nc rea se u se of
l ea se d in f ras tr u ct u re
I nc re a se u ti l iz at i on o f
Div es t l o w-d em an d/
ob so le t e i nve n to ry
Div est o bs ol et e
ma te ria l s
I m pro ve c ol le ct i on s
p roc es se s
I mp rov e a sse ss me nt
a nd be nc hma rki ng of
A / P p e rf o rma nc e
I mpro ve v al u e
de li ve red to
em pl oye e s
I mp rov e br ead t h,
d ep t h, qu al it y and
t i mel i ne ss o f b u si ne ss
p l ann i ng i n fo rma ti o n
u ni qu e i nf o rmat i on
re so urce s (cust omer,
produ ct , ma rk et, etc. )
I mp rov e qu al i ty an d
a ssi g nme nt o f sa l es
l ea ds
P urs ue j o in t- ven t ure ,

pa rt ne rsh ip a n d OE M
ar ra ng em en t s
Ma i nt ai n co mp e ti t iv e
f un ct io n al it y a nd va lu e
Im pro ve v is ib i li t y of
cus t om er
re l at i on shi p s an d
in te rac t io ns acro ss a l l
cha n ne ls
I m pro ve
c om pe t it i ven es s o f
o f f eri ng s
I m pro ve
b u si ne ss u ni t
p e rf o rma nce an d
m ark et va lu es
I mp rov e u se o f
s up pl y- an d c ap ac it y d riv en pro mot i on s
Co ord in at e p ric in g o f
c omp l eme nt a ry
(razors v. bl ades / prod uct v.
shi ppi ng charge s, et c.)
I m pro ve p rod uc t a nd
s erv ic e l au nc h
p roc es ses
Co ns ol id a te / re a li gn
s al es te rrit or ie s
Ro ut e l ow- val ue
t ran sa ct i on s t o lo we rc ost s al es c ha nn el s
be t te r cu st om er an d
ord er in f orm at i on
I mpro ve te ch no lo gy
an d d at a ri sk
ma na ge me nt
pro ce sse s
I mpro ve t e rms wi t h
(se curit y, en ergy, et c. )
be t te r HR i nf o rmat i on
an d t oo ls
h ig he r-val u e ve n dor
p art ne rsh ip s
I mp rov e bu si ne ss
pe rf orma n ce re po rt in g
pr oce ss es
I mpr ove as se t
ma na ge me nt
pro ce ss es
(fi xed and vari abl ea sset s)
I mp rov e co l ab o ra t io n
wi th pa rt ne rs an d
cu st o me rs
Red uc e p rocu rem en t

cy cl e t im es
I mpro ve coo rdi n at io n

wit h b u si ne ss
pa rt ner s
Al i gn p rod uc t io n a nd
merc ha nd is e o rd e ri ng
sch ed ul e s wit h
di st rib ut i on sc hed ul e s
I m prov e a ssi g nme nt

o f tr a ns ac ti on s t o
a p prop ria t e s ta f f
Di f f eren t ia t e t rea t men t

o f c us to me rs/
s eg men t s
Opt i mi ze v al ua t io n
an d co st i ng met h od s
fo r in ve nt or ie s
(L IF O,F IF O,u ni form
capi ta liz ati on, shrinka ge,
obsol esce nce, e tc. )
I nc rea se
us e o f f l ex ib le an d
ex p and ab l e
i nf ras t ruct u re
Div e st l o w-u t il iz a ti on
eq ui p men t
me rcha n dis e
In cre as e us e o f j us t in -t ime pro cure me nt
o f cred i t/ l oa n p ort f ol io
I mp rov e bra nd
s tr e ng t h an d g oo d wi l
I mp rove man a ge men t

of p rodu c t l if e cyc l es
(la unch th ro ugh re ti rement)
I mp rove
re spo ns iv en es s t o
cu st om er req u es ts
an d i nq ui ri es
Ta i lo r c ro ss -se l / up sel l o f f ers t o c us t ome r

ne ed s
O f e r v al ue -ad di ng
b u ndl e s
I mp rov e p rodu c t a nd
s ervi c e l if ec yc le
m an ag em en t
I mp rov e ex e cut i on o f
ma rke t - a n d su pp ly d riv en p rom ot i on s
I m pro ve p rod uc t a nd
s erv ic e wi th dra wal
a n d ret i reme nt
p roc es ses
I mp rov e s ale s
f o re c ast i ng a n d
c amp a ig n ex e cut i on
I mp rov e ro ut in g o f
s ervi c e req ue st s t o
a pp rop ria t e st a f
I mpro ve fo rec as ti ng ,
pl an n in g a nd
pri ori t iz at i on s ki l s a nd
t oo ls
I ncre as e u ti l iz at i on o f
I T, t el ec om a nd
ne t work re so urce s
(se rv ers, rout ers, net work
capa cit y, et c. )
pu rcha s ed a nd le as ed
rea l es t at e, f urn i tu re
an d f ix t ures
Im pro ve c ap ac it y /
de man d p la nn i ng
I mp rov e co l a bo rat io n
wi t h ve nd ors
I mp rov e/ st an d ard iz e
M& A pro ce sse s
I mpr ove bu dg et i ng
an d f o re c ast i ng
ca pa bi l it i es
Li ce n se o r acq u ir e
pr odu c ts a nd
i nt e l ec tu al pro pe rty
I mpr ove t erms o n

ma te ri al s p urch as es
Sh o rt e n p rod uct i o n
cy cl es
be t e r i nf o rma ti on an d
to ol s
I m prov e u se o f
n a ti on al / gl o bal
p u rc ha si ng po wer
Ro ut e l ow- val ue
t ran s act i on s t o l owe rc os t s al es c ha nn el s
Opt i mi ze d ep rec ia t io n
me th od s/ l iv es f o r
pro pe rty , p l ant an d
eq ui pm en t
I mp rov e t erms
on i nf rast ru ct u re
Ut il iz e m ore e f i ci e nt
I T s yst e ms
Con so li d at e
in ve nt o ry
Im pro ve t e rms o n
ma te ria l s
I m pro ve a sse s sme nt

a n d be nc hma rki ng of
c red it / rec ei va bl e s
p e rf o rma nce
T ai l or pro du ct s a nd
s ervi ce s t o n ew
c ust o me r s eg me nt s
Im pl em en t p ric in g a nd
af f in i ty p rog ram s
ba se d on vo lu me a n d
bre ad th
P ro ac ti ve l y ma na ge
t ra ns it i on p oi n ts
(l if e event s, en ds of
c ont rac ts and l eases , et c.)
I m pro ve a bi li t y t o
u t il i ze o f f sho re c ash /
a ss et s a nd mo ve
b e tw e en ge og rap hi es
S h ort e n ti me -t om ark et
I mp rov e pr ic e/ mar gi n
k no wle dg e o f s ta f f
I m pro ve c amp ai g n
d e si gn a nd
m an ag em en t

s al es ch an nel s
I nc rea se use of l ower c ost s ervi ce an d

i nf o rmat i on cha n ne ls
(cont act cent ers, aut omat ed
voi ce respon se, web, e tc. )
I mpro ve du e-d at e
rel ia b il it y
Con so li d at e d ev ic e
ma na ge me nt
in f orma t io n a nd to ol s
im prov e men t s
(HVA C, ca bl ing, et c.)
Im pl em en t/ i mp rove
com pa ny -wid e
fo r ass es si ng st af f
pe rfo rma nce
e qu ip me nt an d
s up pl ie s
I mp rov e co mp li an ce
ma na g eme nt
pr oce ss es
I mpr ove f in an ci al
rep ort i ng ef f ic ie nc y
I mp rov e sk il ls of
pr odu c t d eve lo p me nt
st a f f

se rvi ce pro vid ers
(del ivery, wareho usin g, et c. )
I mpro ve ut il i za ti on of
pro du ct i on c ha nn el s /
Red uc e d own ti me
Im pro ve d em an d
fo rec as ti ng
proc es se s, sk il ls a n d
to ol s
v en do r-man a ge d/
i n ven t ory
I mp rov e ro ut in g o f
s ervi c e req ue st s t o
a pp rop ria t e se rvi ce
c ha nn el s
En su re f u l ut il iz a ti on
of t ax c arry fo rward s
(cred it s, net operat ing
ol ss es, cap it al lo sses, e tc. )
Di ve st lo w-ut il i za t io n
i nf ras t ruct u re
Ut il iz e m ore
f le xi bl e/ e xp an da bl e I T
sy st em s
ve nd or-ma na ge d/
ve nd or-war eho u sed
in ve nt o ry
ven d or-ma na ge d/
ven d or-war eho us ed
in ve nt or y
I mp rov e f ea t ure s an d
f u nct i o nal i t y of
I mp rov e co o rd in at i on
wi t h su pp li e rs an d
s al es cha n nel s
I m pro ve c ha nn el
m an ag em en t
s ervi c e st a f
I mpro ve ski l ls o f o rde r

ma na ge me nt an d
bi l li ng s t af f
Con so li d at e a nd /o r
re-a rc h it ec t d at a
st ore s
pe rfo rma nc e
ma nag e me nt
Im pro ve s ki l s o f HR
st af f

(equi pment ma int ena nce,
de li very, wa reh ousi ng, etc. )
be t t er ma na ge ria l
i nf o rm at i on a n d t oo ls
I mpr ove bre ad th ,

de pt h an d qu al i ty of
f in an ci al i nf orma t io n
(asset , bu dget , pric e/co st,
tr ea sury, de btor/ credi tor,
perf orma nce, t ax, ri sk, et c. )
I mp rov e in ce nt i ve s
ar oun d p rod uc t
de v el op men t
ef f i ci en cy
I mpr ove co l ab ora t io n

wit h ven d ors
I mpro ve in ce nt iv es
aro un d p ro d uct i on
ef f ic ie n cy
I pro ve s ki l s of
m
in ve nt ory a n d
di st rib ut i on st af f
s ervi c e st a f
Con si de r ta x i mpl ic a ti on s i n t h e lo ca t io n/
sel e ct i on o f f a ci li t ie s
(d ist ri but io n cent ers, servi ce
cent ers, branc hes, et c. )
I mp rov e q ua li t y an d
re li ab i li t y of pro du ct s
a nd se rv ic es
B u il d p rod uc t
ma rgi n s/ pro f it ab i li t y
i nt o s al es in ce nt i ves
I m pro ve t erm s wit h

a d vert i si ng cha n ne ls
I mp rov e s ta f f
i n cen t iv es a rou nd
s al es ef f ic ie nc y
I mp rov e i nce nt i ve s
a rou nd serv ic e
e f i ci e ncy an d
e f e ct i ven e ss
I mpro ve in ce nt i ves
aro un d o rd e r
ma na ge me nt
ef f ic ie n cy
I mpro ve
es ta b li sh me nt of an d
ad he ren ce to se rv ic ele ve l t a rg e ts
Con si de r ta x
in ce nt i ves in lo ca t io n
an d se le c ti on of
f aci li t ie s
di st a nce / on -li ne
le arn in g
Ut i li ze n at i on al / gl o ba l
p urc ha si ng p owe r
I mp rov e sk il ls of
bu s in ess
ma na g eme nt st a f
I mpr ove co st
al l oc at io n o f sha red /
ov erh ea d c ost s
I mp rov e de fi n it i on of
pr odu c t a nd s erv ic e
sp e ci fi ca t io ns
ve nd or-m an age d /
ve nd or-wa reh ou se d
in ve nt o ry
I mpro ve ski l ls o f
pro du ct i on s t af f
arou n d in ve nt o ry /
di st rib ut i on ef f ic ie nc y
a rou nd mer cha n dis in g
e f f ici e nc y
I mp rov e st a f f
i n cen t iv es a rou nd
s ervi c e ef f i ci en cy
Bu i ld t a x op p ort un it i es
in to rea l e st a te
tr a ns ac t io ns
(i ncome def erral , loca ti on
cre dit s and i ncent ives ,
el as ing t erms, et c.)
I mp rov e me t ho ds a n d
t o ol s f or ma na gi n g
d em an d/ s upp l y
p erf o rm an ce
I mp rov e me t ho ds a nd
t oo l s f or ma na gi ng
p ric in g p erf orm an ce
I m pro ve s ki l s of
m ark et i ng s ta f f

(net workse rvi ces, a ir li nes ,
i nf orma ti on service s, et c.)

(net workse rvi ces,
ou tso urced fu ncti ons, etc .)
(deli very service s,
out sourced f unct i ons, et c. )
I mpro ve te ch ni ca l a nd
pro je ct ma na ge men t
sk il ls of st af f
En su re p rop er
va lu at i on of pro pe rt y
f or ta x p urp os es
Red uce sa la ry an d
be ne fi t s co st s /
Im pro ve v al ue of
em pl oye e b en ef i t s
I nc rea se u se of
v en do r-man ag ed /
v en do r-wa reh o use d
i nv en t ory
ar oun d b u sin es s
pl a nn in g e f i ci en cy
ut i li z e of f sh ore cas h/
as se ts an d mo ve
be t wee n g eo gra ph ie s
de v el op men t
pe rf orma nc e
ma na g eme nt
I mpr ove co nt rac t in g

an d n eg ot i at i on s ki l s
of pu rch a si ng s ta f f
I mpro ve te rms
on eq ui pm en t
pu rch as es
I pro ve t e rm s wit h
m
serv ic e p ro v id ers
(t ra nsport , warehous ing,
etc. )

(de li ve ry , wa re housi ng, e tc. )

(out sou rced s ervices,
ne tw orks ervices,
i nf orma tio n service s, et c.)
Im pro ve c on si de rat i on
of t ax i mp li ca t io ns i n
th e a cq ui si t io n an d
di sp os it i on of ass et s
Div e st l o w-u t il iz a ti on
I T s yst e ms
I mp rov e t erms wi t h
se rvi ce pro vi der s
(in format ion servi ces,
cons ult ant s, e tc. )
I mpr ove sk il ls o f
f in an ci al ma na ge me nt
st a f
I mp rov e pr of it a bi l it y o f
R& D e f o rt s t h rou gh
u t il i zat i on o f ta x a nd
e co no mi c de ve l opm en t i nc en ti v es

aro un d p roc ure men t
ef f i ci en cy
(outs ourced f unct ion s, et c. )
Im pro ve l og i st ic s
pe rf o rma nce
man ag em en t
met h od s an d t oo l s
I m prov e t erm s o n
m erc han d is e
p u rc ha se s
l e ase d se rvi ce as se ts
(compu ters, v ehic les, etc. )
Opt i mi ze t a x be ne f it s
ass o ci at ed wit h s el f con s tr u ct ed as se ts
(p lant , f aci li ti es, i nt ern al lyused sof tw are, e tc. )
I mpr ove t erms o n

S tr e ng t he n t rai ni n g/
ed uc at i on of bo ard
an d a ud it co mmi t t ee s
I mpr ove mat e ria l s

pe rf orma nc e
ma na ge me nt
of t ran sf er p ri ci n g
I m prov e ma n ag eme nt
o f tr a de an d i nd ir ec t
t a xes (sa le s/us e, VAT ,
GS T, et c.)
o f t ra ns fe r pri ci ng
Opt i mi ze e xp en se vs.
cap i t al iz at io n o f c os t s
(M& A cost s, R&D cost s,
etc. )
I mpr ove t erms o n I T

sy st em s
A li gn co mpe n sat i on
an d i nc en t iv e sy st em s
wit h st rat e gi es, v al ue s
an d e t hi cs
I mpro ve pro du ct io n
pe rf orma nc e
ma na ge me nt
I m prov e
m erc han d is in g
p e rf o rm an ce
m an ag em en t
I mp rov e se rvi ce
p erf o rm an ce
m an ag eme n t
Di ve st no n-p erf o rmi ng

a n d no n-s tr a t eg ic
E vo lv e pr odu c t a nd
se rvi ce fe at u res ,
f un ct io n al it y a nd va lu e
I mp rove qu al it y
as su ran ce pro gra ms
S ho rt en ord er-t od el iv ery c yc le t i me /

s ervi ce av ai la bi l it y
Rem ov e ba rrie rs t o
swi t ch in g
I mp rove ac co un t
ma na ge me nt sk il l s of
st a f f
I m pl em en t a f i ni t y
p rog ram s
Ut i li ze t ax o pp ort u ni t i es aro un d ris k ma na g eme nt ac t iv it i es

(he dgin g tr ansa cti ons,
c ommo dit ie st radin g, et c. )
I mp rov e sa le s a nd
ma rke t in g sk i l s of
s ta f f
A pp ly bra nd to n e w
an d u nb ran de d
pr odu ct s
I mp rove in ce nt i ve s f or
ac co un t /r e l at io n shi p
de v elo p men t
Off e r v al ue -ad d in g
pro du ct a n d se rvi ce
bu nd le s
I m pro ve b ran d
s t ren gt h a nd go od wi l l
De f er a nd re du ce
f e de ral , s t at e a nd
l o ca l qu a rt e rl y e st i m at e d t ax p ay me nt s
I mp rov e al i gn me nt of
s ta f f i nc en ti v es wi t h
s tr a te g ic o bj e ct iv es
I mp rove pro du ct - an d
se rvi ce -in no va ti o n
sk il l s of st a f
I mp rove ac co un t
ma na ge me nt
Sh ort e n ord er-t o de li ve ry cy cl e t im e /

Im pro ve p rod uc t a nd
ser vi ce a vai l ab i li t y
E s ta b li sh c us to me r
c om mu ni ti e s
Im pro ve b ran d
st ren gt h a nd go od wil l
I mp rov e s kil l s of
s al es st af f
I m prov e s ki l s of
m erc han d is in g s ta f f
I mpr ove mon i to ri ng

an d m an ag eme n t o f
reg ul a to ry co mp li an ce
b u dge t s a nd c ap it a l
p rog ram s wit h
s t rat eg i c pri ori t ie s
I mp rov e p rog ram/

I mp rov e ab i li t y
t o l au nc h
i mp ro ve me nt ef f ort s
I mpr ove man a ge me nt of reg u la to ry

co mp li an ce

an d a ss ess me nt of
ris k (strat egi c, ope ra ti onal ,
in vest me nt, f i nanci al , compl ianc e, dat a/ priva cy, et c. )
I m pro ve
i n te rna l v al ue an d
m ark et va lu e o f
I mp rov e t rac ki ng an d
c omm un ic a ti on of
p rog ram /p roj ec t
p rog res s
I mp rov e as si gn me nt
of a cco u nt ab i li t y an d
au t ho ri ty
I mpr ove ph ys ic al
se cu rit y o f p eo p le
I mpro ve
ma na ge me nt of
pa rt ner re la t io ns hi ps
I mpro ve v al u e
de li ve red to pa rt ner s
(ve ndo rs, ch anne l part ners,
etc .)
I mp rov e ve rsa t il it y of
m an ag ers a nd st af f
s tr o ng bra nd
I mpr ove ri sk pl an n in g,
mi t ig at i on a nd co nt rol
ap pro ac he s
I m pro ve i de nt i f ic at io n ,
a ss es sm ent an d
e xe cu t io n o f
M & A/ d iv es ti t ure
o p por tu ni t ie s
I mp rov e a ssi g nme nt

o f re so urc es t o
p roj ec t s
I mp rov e qu al i ty an d
co n si st en cy o f
pe rf orma n ce
as se ss me nt met h od s
I mpr ove sh ari ng of

kn owl ed g e a cro ss
org an i zat i on al
bo un d ari es
I mpro ve sha ri ng of
kn owl ed ge ac ros s
bo un da ri es
I mpro ve v al u e
de li ve red to ot h er
st ak eh ol d ers
(publ ic, al umni , ana lyst s,
etc .)
I mp rov e pr odu c t,
s ervi c e an d p roce s s
i n nov a ti on ski l ls o f
s t af f
De ve lo p st ro ng
c ust o me r
re la t io ns hi ps a nd
c omm un it i es
I mpr ove com pa n ywid e m on it o ri n g an d

ma na ge me nt of ris ks
I m pro ve a bi li t y t o
d e vel o p an d s pi n-o f f
n e w b us in es se s
I mp rov e i nv ol ve me nt
o f o p era ti on a l st a f in
p roj ec t d e li ve ry
I mp rov e mo ni t ori ng
an d m an ag em en t o f
ris k a nd com pl i an ce
(st rat egi c, op erat iona l and
f inan cia l ri sks; re gulat ory
an dt ax compl ian ce)
I mpr ove pe rf orma nc e

an d re li ab i li t y of I T
sy st em s/ pl a t fo rms
(appl ica ti ons, equi pment,
net wo rk s, et c.)
I mpro ve in te g ra t i on o f
I T s yst e ms a cros s
pa rt ner n et wo rks
I mpro ve c on ve rsi on of
st ron g rel a t io ns hi ps
in t o so urc es o f c o mpe t it i ve a dv an t ag e
i nt e l ec t ua l ca pi t al
(copy ri ght s, pa tent s,
t rademarks, e tc. )
I mpr ove mai n te n anc e

of I T s yst e ms

de pt h , q ua li t y a nd
t im el in es s of ma na g eri al in f orma t io n
I m pro ve f o cus of
c om pa ny re so urc es
o n h ig h -p ri orit y
i n it i at i ves
I mp rov e i de nt i fi ca t io n
a nd man a ge men t o f
p rog ram /p roj ec t ri sk s
I nc rea se a cc ou nt ab i li t y of b usi n ess

un i t l ea d ers f or t ax
i mp act o f d ec is io ns

de pt h , q u al it y a nd
t im el in es s of b us in es s
i nf orm at io n
I mpro ve
pa rt ner shi p a nd
co l ab o ra t io n s ki l s of
st a f
I mpro ve q u al it y o f
ni f orma t io n p ro v id ed
t o st a keh ol d ers
(accuracy, t i mel i ness,
tr ans parency &
predi ctab il it y)
u ni qu e p rod uct i o n
re so urce s
(meth ods, e qui pme nt ,
f aci lit i es, et c. )
I nc re a se u ti l iz at i on o f
I T s yst e ms
E ns ure t a x pl an n in g
ac t iv it i es a nd ta x
f il in g s co mpl y wi t h
reg ul a to ry en vi ron me nt
I m pro ve a nt i ci pa ti o n
a n d un de rst a ndi n g of
c urre nt an d p ot e nt ia l
re gu la t i ons / le gi sl a ti on
Dy na mi ca l y ca nc el or
re di rec t i n ef f ect i ve /
o bs ol e te p rog ram s
a nd pro je ct s
I mp rov e be nc hm arki ng of gl ob al ef f ec ti ve
t ax ra t e a ga in st
i nd us tr y pe er gro up
I mpr ove ac ce ss t o
an d d is t ri b ut i on of
bu si ne ss in fo rma ti o n
I mpro ve m ec ha ni sm s
f or so li ci t in g a nd
ad dre ss in g
st ak eh ol d er f ee db ac k
u ni qu e I T r eso urc es
(appl i cati ons, net works, etc .)
Cla ri fy g ov ern an ce
rol es an d res po ns ibi l it i es (del egat i ono f
aut hori ty, segregat i ono f
dut ie s, et c.)
I m pro ve e f fe ct i ven e ss
o f le gi sl at i ve /l o bb yi ng
e f f ort s
o f v en do rs/ se rvi ce
p rov id ers
I mp rov e bre ad t h,
de p th , qu al it y a nd
t im el i nes s o f p erf orm an c e in f orm at io n
I mpr ove se cu rit y o f

ap pl i ca ti o ns, s yst e ms
an d d at a
I m pro ve i nc orp ora ti o n

o f ri sk an al ys is i n
b u si ne ss p la nn in g
(i nt ernal an dext erna l ri sk)
Co nt i nu ou sl y t rac k
a nd man a ge th e
re al iz a ti on of pro je ct
b en ef i t s
I mp rov e ac ce ss t o
an d d is t rib ut i on of
pe rf orma n ce
i nf o rm at i on
I mpr ove
pro ce ss i nn o vat i on
sk il ls of st a f
I mp rov e i nce nt i ve s
a rou nd ass et
d ev el op me nt
I n t eg rat e t ax op po rt u ni t ie s a nd i ss ue s
i n to bu si ne ss p la n ni ng
p roc es se s
o f o rga n iz at io na l
c ha ng e i n s up port of
i n it i at iv es
I mp rov e ca ree r
op t i ons an d p at hs
I mpr ove de pt h
an d b rea dt h of s t af f
t ec hn ic al ski l ls
u ni qu e t a x ex pe rti se
A cq ui re c omp a ni es
wi th rel at i on sh ip s i n
t arg et e d cu st o mer
s eg men t s
I mp rove in ce nt i ve s f or
pr odu ct d eve lo p me nt
an d i nn ov at i on
I m pro ve s ta f f
i n ce nt iv es a rou n d
m ark et i ng e f fi c ie ncy
l e ase d s al es a ss et s
(compu ters, vehic les, etc. )
l ea se d se rvi ce ass e ts
(compu ters, v ehicl es, e tc. )
le as ed as se ts
I mpro ve in ce nt i ves
aro un d I T /n et wo rk
ef f ic ie n cy
Im pro ve t e rm s wi th
th ir d-pa rt y pro du ct
an d se rvi ce pro vi der s
(p ayroll , bene fi t s, tr ai ni ng,
etc)
I mp rov e co nt ra ct in g
a nd ne got i a ti on sk il ls
o f p roc ure men t s t af f
A cq ui re c omp a ni es i n
t arg et e d g eo grap hi e s
A cq ui re c omp an ie s
al i gn ed wit h p rod uc t
st ra te gi es
Im pro ve s t af f
ni ce nt i ves fo r cro sssel l in g/ u p-se l li ng
B u il d c us to me r
s at i sf ac t io n a nd
re t en t io n i nt o s ta f f
i n ce nt iv es
I m pro ve t erm s wit h

s erv ic e pro vi de rs
(rese arch ers , in format ion
s ervices, advert isi ng
c hanne ls, et c. )
o f t ra de / in di rect t ax es
(sal es/ use, V AT , GS T, e tc. )
I mp rov e se rvi ce and

s up po rt p erf orm an ce
ma n ag eme n t
me t ho ds an d t oo ls
I mpro ve ta x c ol le ct i on
an d rem i t a nc e
pro ce sse s
(co nt ra ctors, net work
service s, con sult an ts, et c. )
of in t erna t io na l st af f
cos t s
(i mmigrat ion, payrol l, st af f
suppo rt , i nterna ti onal equi ty,
etc. )
a rou nd proc ure me nt
e f i ci e ncy

aro un d f i na nc ia l
ma na ge me nt
ef f i ci en cy
I mp rove met h od s a nd
t oo l sf o r man a gi ng
i nn ova t io n
pe rf orma nc e
Im pro ve s al es
pe rfo rma nce
ma nag em en t
I m pro ve re te nt i on
p e rf o rma nce
m an ag em en t
I m pro ve ma rke t in g
a n d ad ve rti si n g
p e rf o rman ce
m an ag em en t
I mp rov e s ale s
p erf o rm an ce
m an ag em en t
I mpro ve tr a ck in g an d
rec ov ery o f i n di re ct
t axe s (sal es/ use, V AT,
GS T, e tc. )
pu rch as ed a n d le as ed
as se ts (P Cs, s ervers,
net work eq uipmen t, l ease d
li nes, e tc. )
Ma nag e p ay rol l t ax
imp a ct s of b usi n es s
in it i at i ves
(M& A, cons oli dat io n,
er str uct urin g, relo cati on et c.)
Op t im iz e ut i li za t io n o f
a va il ab l e sa le s/ u se
t ax ex emp t io ns

f in an ci al se rvi ces
pro vi de rs
Im pro ve t a x be ne f it s
of co mp ens a ti on an d
be ne fi t pro gra ms
(d efe r ed an d equit y-base d
comp; ret ir ement and
heal th careb enef it s, e tc. )
I m pro ve l ea de rsh ip
a n d ma na ge men t
s ki l s o f e xe cu t iv es
I mp rov e p rog ram/

A l ig n ma na ge me nt
an d s t af f i n ce nt iv es
wi th co mp an y
pe rf orma n ce
I mpr ove recr ui ti n g

ef f ec t iv en es s
I mpro ve ord er
ma na ge me nt
I mpro ve / con s ol id at e
I T p erf orm an ce
ma na ge me nt
(uti li zat ion , perf orma nce,
capa cit yp lan ning , et c.)
Uti l iz e av ai la b le
fe d eral , s t at e a nd
ol ca l em pl oy me nt /
tr a i ni ng i nc en t iv es
I mp rov e ma na ge me nt
o f i nd i re ct t ax es
(sal es/ use, V AT, cust oms
du ti es, et c. )
Im pro ve i de n ti f ic at i on
an d ap p li ca ti o n of
R& D t a x in ce nt i ve s
I m pro ve e xe cu ti ve
d e vel o pme nt ,
re cru it i ng and
s uc ce ssi o n pl a nn in g
I mp rov e v en dor
m an ag em en t sk il l s o f
s t af f
I mp rov e mo ne t ary
an d n o n-mo ne t ary
re cog n it i on o f s t af f
co n tr i bu t io ns
I mpr ove mec h an is ms

f or co l le ct in g a nd
i mpl em en t in g
em pl oy ee id ea s
I mpro ve ut il i za t ion of
t el ec om t a x in ce nt i ve s
(cred it s, ex emp ti ons, e tc. )
Im pro ve HR
pe rfo rma nce
ma nag em en t
I mp rov e pro cu rem en t

p erf orm an ce
ma n ag eme nt
En su re a de qu at e
do cu me nt at i on of
si gn if i ca nt t ax
po si t io ns
(e arning s& p ro fi ts, tr ansf er
prici ng, t ax opi ni ons, et c. )
I mp rov e t al en t
ma na g eme nt mo de ls
an d p rog ram s
B ui ld in no va t io n a nd
i mpro ve me nt in t o
rewa rds a n d
i nce nt i ve s
I mpro ve c ros sse l i ng/ u p-s el li ng

sk il ls of st af f
I mp rov e me th o ds a nd
t oo l s fo r ma na gi ng
s ale s a nd ma rk et i ng
p erf orma n ce
I mp rove pro f it ab i li t y of
R& D e f f ort s t h ro u gh
ut i li z at io n o f t a x a nd
ec o nom ic d e vel o pme nt i nce n ti ve s
Im pro ve c us to me r
ser vi ce a nd re t en ti o n
ski l ls o f st af f
I mpro ve qu al it y
an d s pe ed o f
co mmu ni ca t io n wi t h
pa rt ner s
Deliver a Value Message

EVM and Package Mappings
Custom Solution Maps
s tr o ng / un iq ue pa rtn er
re la t io ns hi ps
I mp rov e va lu e /
Dec rea se pri ce s
(A c ti o n ma y ap pl y t o a l pro ce ss es)
N ote : M an y a c ti o ns co ul d lo g ic a l y b e a s so ci ate d wi th
o th er o rm u lt i pl e pro ce s s g ro u p in g s. Fo r e xa mp le ,
m a ny cu sto me r an d p ro du ct a c ti o ns are li k el y to h a ve
h e av y IT an d HR co mp o ne n ts .
Marketing &
Advert ising
t im e-t o-m ark et an d
t im e-t o-p rod uc ti o nvo lu me
R& D, p rod uc t
i nn ova t io n, a nd
pr odu ct le a de rshi p
on de si gn f or
co n fi gu rab il i t y/
cu st om i zat i on
E xp an d s al es a n d
a dv ert is in g c ha nn el s
O ther Shared / Corporat e Services

(Re al E st at e , P roc u re me nt an d Ot h er)
Price
Optimization
T arg et ne w
g eo gra ph ie s
I mp rov e t ot al
c ust o me r e xp eri en ce
(purchas ing, fu lf il lment ,
usag e, sup port , servi ce,
et c.)
g e ner at in g re ven u e
f ro m co mpa n y as se ts
Demand &
Supply
Management
T arg et ne w se gme nt s
wi th i n cu rren t
g eo gra ph ie s
mo st pro f it a bl e
p rodu c ts a n d se rvi ce s
mo st ef f ec t iv e sa l es
a nd a d vert i si ng
c ha nne l s
(Re cru it me nt , Dev el o pme nt , A dmi n is tr a ti on an d

P e rf orma nc e Ma na ge me nt )
IT Strategy and Management

(De si gn , De ve l op men t , De pl oy me nt , Ope rat i on s an d
P e rf orma nc e Ma na ge me nt )
Cash/Asset
Management
IndustryPrint reflects leading practices for

key business processes
I mp rov e as se t
d ev el op me nt ski l ls o f
ma n ag eme nt a nd
s ta f f
2004. All rights reserved. Confidential. 0104
ValueAnalytics provides financial performance

benchmarking to identify improvement targets
Define Value Imperative

Understand Company Strategy & Business Objectives
Identify Key Financial & Operational Drivers
Identify Key Business Issues
Define Value Targets
ValuePrint accelerates business case

development and investment evaluation
Identify Value Creating Opportunities
Assess,
Optimize & Plan
Project Portfolio
Develop
Business Case
Project Portfolio Value Optimization Tools

helps assess and prioritizes project portfolios
Deliver Value
Develop Value Delivery Roadmap
Measure & Realize Value
- 41 -
ValueLink provides operational benchmarking

data, metrics, thought ware and benefit
calculation templates relevant to target
improvement areas
Identify Value Creating

Opportunities & High
Value Processes
A Common Value Theme
A powerful market differentiator
A powerful story to tell our clients
A way to provide confidence around getting expected business value

from technology spend
A proven approach for demonstrating that value is an integral part of the work we do
- 42 -
Our ability to link our clients technology investment to technology modules which
support underlying business processes, and business processes to overarching
Value Drivers and resulting financial performance
Value Analysis & Warranted Share Price: a capital markets perspective

on performance expectations
Shareholder value analysis to understand clients current and historical financial performance,
performance versus peers, and embedded expectations in current stock price.
ILLUSTRATIVE
- 43 -
Line item sensitivity of value

drivers quantifying the value
of potential performance
improvements in terms of
warranted share price.
Value Creation Assessment: Identifying Value Creating Opportunities

Begin solving the value puzzle identify discrete technology enabled opportunities to drive process
performance that align with strategic imperatives and measurable financial performance.
ILLUSTRATIVE
Financial performance relative to
industry peers and over time
Clients priorities, strategy
and pain points
Key strategic imperatives
Deloittes IndustryPrint Mappings

and their relationship to Value, and
business process performance
relative to industry benchmarks
Enabling Oracle Software

Modules
- 44 -
Key processes, improvement

ideas, enabling technology, notes
Sample Deliverable: Client Solution Maps
- 45 -
Shows value creating opportunities aligned to the EVM, Industry Print Processes in-scope and the
technology modules associated with various improvement actions or value creating opportunities.
Value & Benefit Tracking

Realizing the business value from a technology investment often depends on things
happening, actions taken, process changes, and people behaving differently than before. Value
and Benefits Tracking helps to ensure that expected benefits are realized.
Value Tracking Tools, Dashboards and Reports
Value Tracking Dashboard
Reduce Void Rates Detailed Value Tracking Sheet
- 46 -
Tracking sheet for a Value

Creating Opportunity,
including related value
driver, business process,
enabling software, metrics,
baseline, target, plan vs.
actual, etc.
Measuring & Tracking the Benefits/Value at Stake
- 47 -
Value and Benefit Tracking is a measurement and tracking approach that links financial
performance to business process improvements and resulting financial and operational outcomes
enabled through technology implementation.
Each plays a role in explicitly tying the technology investment to quantifiable business benefits; this
give the client a basis for investment decision making and budget justification
They produce an actionable vision which is tied to business value
Positions us for pull through sales for future work (EA implementation, S&O,
Human Capital, etc.)
Provides a number of ways for us to team across disciplines bringing appropriate expertise to
clients issues which leverages the strength of the firm
Facilitates a teaming effort with our vendors/application providers; these projects

have been done together with Oracle in the context of broad sales campaigns
Provides continuity from our value based sales communication into service
delivery, reinforcing firm branding around value, and it is proven that the value map deliverables
have made a significant impact with clients
- 48 -
How do these approaches differentiate Deloitte?
For Additional Information

Contact Us:
Jonathan Jeffer jjeffer@deloitte.com
Elizabeth Croll
ecroll@deloitte.com
https://kx.deloitteresources.com/G1000/Lists/Caboodle/DispForm.aspx?ID=4459
- 49 -
Or check out the content collection on KX
- 50 -
Tom Pendergast

Jeannine Moran
Sr.
Manager
Denver
KBR,
Ball Corp
Jeannine is not only participating in the HUGE KBR pursuit but is also the PM for Ball
Corporation and managing CH2M Hill issues. She has worked many weekends over the last
several months to make sure all her clients are taken care of. In my opinion this is going way
beyond the call of duty and shows her dedication to client service.
EBS
Tyler McPheeters
Sr.
Consultant
Chicago
Tyler is the go-to guy on the technology team. The project technology that Tyler is supporting
is ground breaking.
Calpine
PS
Sourav Datta
BTA
Hyderabad
Juniper
Sourav joined the data conversion team late in the project and helped the existing team
members with his exceptional technical and analytical skills. Sourav has resolved many
challenging issues and also helped improve the existing process. As his team lead, I think
Sourav truly deserves this recognition.
Siebel
Abhay Krishna
BTA
St.
Louis
Quanta
Shining Star! Without being asked from the team lead, Abhay took initiative on his own and
came up with a solution. He quickly developed a strong relationship with the client and they
have treated him as a trusted advisor. Abhay has set a higher standard for BTA!
Services
JDE
Sr.
Consultant
Rosslyn
Indian
Rahul's contributions during the year end closing were invaluable. He worked 7 days a week
without regards to time to assist the client with the budget roll forward and carry forward
activities. As a result of his efforts the client was able to complete these activities on time.
Health
EBS
- 51 -
Rahul Tyagi
Oracle Culture Awards

Brought to you by the Oracle Practice
Advisory Counsel
Recognizes organizers of creative team events
Encourages team-spirit
Fosters interaction outside the workplace
Builds a stronger sense of community in the
Oracle practice
- 52 -
Deepens relationships
Oracle Culture Award

Winning Team:
Innophos E1 Implementation (Dhiraj Daway)
Building culture and community within the Oracle practice with a difference
Its not the usual project team going out for dinner/drinks and enjoying an evening together
This is building relationships and sense of community one practitioner at a time
Dhiraj provided initial support and on-boarding to onsite resources and their families from India
It is sometime overwhelming especially for first time travelers to US to adjust to a new culture,
community and driving on the correct side of the road
Dhiraj opened his house to the practitioners and their families and provided them with a
comfortable and familiar environment
He guided them with finding a place to rent, buy essentials, move-in and adjust to the new life
He also helped them transition to the new environment quickly thus helping the practitioners
focus more time on project work and less time settling down
- 53 -
This has helped the team come together and build a strong sense of community
- 54 -
Questions

Townhall C

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Townhall C

Uploaded by

Copyright:

Available Formats

Oracle Town Hall

Agenda December 9th

Technology Capability Update

Mike Brown & Mike Reid

Colin Hartnett & Team

Customer & Markets

Anh Phillips & Carmine Cutone

Value Initiative Update

Jonathan Jeffer & Elizabeth

Oracle Excellence Awards

Investing in You: Technology Learning Guide

Investing in You: External Vendor Training

Technology Capability Update

Technology Capability Update Market Trends

Technology Capability Update Market Trends

Oracle Master Data Management and SOA

Oracle Master Data Management and SOA

Technology Capability Update For More Information

Transformation Certification Update

wnhall Dec 09 - FT Update v4.pptx

Finance Transformation Overview

Catalyze behaviors across the

Provide financial leadership in

Protect and preserve the critical

Balance capabilities, talent, costs and

wnhall Dec 09 - FT Update v4.pptx

Four Faces of the CFO

IMO = Integrated Market Offering

Captures the huge breadth of

FT Oracle is a major component

Measurable progression paths to

Industry, Finance and Vendor

wnhall Dec 09 - FT Update v4.pptx

A rigorous process that helps ensure

FT Certification helps Deloitte

Technology Finance Transformation Certification

SAP Grand Total

Visit the website

Email Technology FT Certification mailbox usnationaltechnologyftcertification@deloitte.com

Contact your regional coordinator:

Mani Bunja Ramamoorthy (Chicago)

David Lombardy (Cleveland)

Yuhong Gu (New York)

wnhall Dec 09 - FT Update v4.pptx

Technology FT Certification - Congratulations

Oracle FT Certified Practitioners October 2009 Board Meetings

Venkatesh Kunjamur Narayanan

Muhammad Ali Arshad

Be a student of your profession get certified!

wnhall Dec 09 - FT Update v4.pptx

Upcoming Regional Board Meetings:

IFRS Go-to Market Structure, Engagements, Opportunities

presents at least two major types of client engagement entry points;

wnhall Dec 09 - FT Update v4.pptx

Proposed timeline for adoption and transition to IFRS

wnhall Dec 09 - FT Update v4.pptx

US SEC Proposed IFRS Time Lines

Oracle and Deloitte IFRS Marketing Campaign

Creating opportunities to inform and educate prospects and clients about

IFRS and impact of converting to new accounting method

Capabilities & qualifications of Deloitte and Oracle

Upcoming events include

Life Sciences industry webinar

Dec-9 @10:00 am PST