F1 Strategy Brochure

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F1Strategy.com

Mission

F1 Strategy provides management advisory and consulting services to refine your organization’s vision, mission and strategy plan. We leverage in-depth analytics and cause-effect metrics to help evaluate strategic options, execute on plan,

improve performance and capture opportunities.

Value Proposition

We do not pretend to know your business more than you do, instead we will help you refine your business idea or strategy, implement and reap its benefits with quantifiable outcomes. We strive to deliver results in addition to sound advice.

Facts We Live By

Culture eats strategy for lunch. You cannot manage what you do not measure. Exploit information to outthink your rivals.

Pragmatic Approach

Identify and assess opportunities Develop an effective strategy plan Put the strategy plan into action Test, measure and refine the strategy plan

Executive Summary

Successfully Execute On Strategies With Quick And Measureable Results

Strategy Formulation To Execution

Current Market Trends

� Businesses are focusing on retrenching and reinventing themselves.

� There is less need for academic advice and more need for hands-on strategy implementation.

� Businesses strive to implement strategies quickly, measure benefits and optimize results.

� Analytics combined with a hands-on approach is crucial to enable fast quantifiable results.

Market Sweet Spot

� Main focus is on the Finance, Insurance, Banking and IT services industries.

� Previous work encompasses other industries such as manufacturing and retail.

� Typical client is a middle to large market business that already identified opportunities to improve performance but is struggling to successfully implement these strategies.

� Strategy services include growing sales, reducing costs, streamlining processes and improving client satisfaction.

� F1 Strategy leverages a strategic partnerships to offer breadth and depth of services including fundraising, M&A functions, turnaround management and economic development.


F1Strategy.com Approach

Unique Hands-On Approach Enabling Fast Return-On-Investment (ROI)

Proprietary Process And Implementum

Top-Down Approach

F1 Strategy partners with senior management to identify key pain-points and opportunities

Bottom-Up Approach

F1 Strategy coordinates with subject matter experts (SME’s) to define and consolidate information

DNA Map

Data Center

Strategic Objectives

Key Metrics

F1 Strategy leverages a cause-effect framework to link strategy formulation to strategy execution

In-Depth Analytics

Decision-making repertoire leveraged by F1 Strategy’s problem solving process

Implementum

Proprietary software suite with historical as well as simulation views to help monitor and project business performance using the following perspectives: Financial, External, Internal and Resources


F1Strategy.com Case Studies

Growth Management

Case Study 1

The Organization

FSC is a national financial services B2B company with 1,400 associates and a budget of over $300M. FSC was purchased in the late nineties by a larger financial organization but never moved its headquarters or integrated its brand, systems or culture.

The Challenge

FSC is underperforming and its market-share is eroding. Clients are disgruntled by FSC’sslowness to deliver new products and by its complex systems. Industry intelligence suggests that FSC has good hands-on service but lacks price and product competitiveness. FSC is growing but at a much slower rate than market growth.

F1 Strategy’s Approach

Develop and implement a strategy plan to optimize national expansion and champion fact-based decision making.

Establish a client segmentation approach to hiring sales force, revamping sales culture and commission structure, managing customer partnership programs, reorganizing branches and realigning management goals and objectives.

Identify and execute on opportunities to enhance capacity utilization and understand best practices to reduce cost to produce.

The Results

More than doubled volume within 2 years while doubling market-share and increasing net profits.

Reduced losses by over $5M by using tiered pricing to strategically redistribute over $20M in incentives.

Improved portfolio performance and lowered delinquency risk for an estimated value of $20M.

Identified and led over $10M in opportunities by managing an analytics group and revamping reporting and data structure.

Client Feedback

"F1 Strategy was integral in the development and execution of our strategic plan resulting in a twofold increase in sales within 24 months. They identified growth opportunities and process inefficiencies and developed a framework that kept us focused on key performance indicators used to drive our annual and monthly business management processes."



Pre-Acquisition Evaluation

Case Study 2

The Organization

GSE is an international firm engaging in a mutually beneficial relationship with ATR, a $1.5B sales petroleum company that reached a critical decision to sell its business. By acquiring ATR, GSE believes it has an opportunity to capture $5M in annual profit. Owning ATR is strategically beneficial to GSE with minimal risk. GSE has yet to look at other similar opportunities.

The Challenge

ATR can grow volume but lacks the management skills to be profitable. GSE can successfully manage ATR but will need to better understand how to prevent existing conflicts of interest. ATR is facing steep competition, and its retail sales and contracts are driven by strong relationships with suppliers. Trusted sources indicate that other companies have shown interest in acquiring ATR. GSE needs to quickly engage in negotiations with ATR.


Perform preliminary analysis and findings to quickly estimate the strategic, financial and risk impact.

Propose immediate start to the negotiation with ATR while exploring opportunities in the same geographic area.

Perform in-depth business analysis of ATR and define management needs to successful integrate processes and systems.

Select due diligence partners (legal and business), set up negotiation terms, and assess total value to GSE.

The Results

Detailed pre-acquisition evaluation greatly helped estimate the benefits of combining strategic objective including management structure and preparing for post-acquisition integration.

F1 Strategy’s in-depth analytics and competitive market evaluation allowed GSE toformulate a target price and set negotiation criteria.

Identified and evaluated a present value of $18M for buying ATR, capturing savings after one year and selling ATR.

Client Feedback

"F1 Strategy significantly impacted our decision-making process. They helped us quickly formulate a strategy and implement on recommendations. The quality of their service did not suffer under tight deadlines.”



Due Diligence Evaluation

Case Study 3

The Organization

CalmCo is a strong regional bank that identified an opportunity to move into the mortgage origination business. For several years, it has been leveraging Fuego, a regional retail mortgage lender with similar values to CalmCo. Fuego is requesting a $3M premium on its origination system that it believes is a “state-of-the-art” technology. CalmCo would like an independent evaluation of Fuego’s system to assess its current state and long-term viability.

The Challenge

After a quick assessment, F1 Strategy discovered that overall security needed to be upgraded as the current protocols leave room for data to be corrupted, deleted or transferred. Also, Fuego’s system is an old and highly customized system coded in a very unique language that relies heavily on key resources which indicates that knowledge transfer is crucial for CalmCoto ensure business continuity and growth.


Build a SWAT team of 4 people: Aligning and synchronizing different expertise levels to cover all aspects of the assignment.

Use a decision-tree approach: Ensuring continuous focus on the end-result to perform a comprehensive yet fast assessment.

Assess in detail four major areas: Expandability, business functionality, risk management and key resources.

The Results

Provided a final assessment that was exhaustive and collective and ensured a fact-based decision.

Performed in-depth analysis around major issues such as security and knowledge transfer and proposed different scenarios to mitigate risk.

Eliminated $3M premium and incorporated an additional $2M price change to account for platform conversion.

Client Feedback

"Given that we were faced with an important issue to fully understand and appropriately reflect in the deal, we were very thrilled that F1 Strategy were on point and helped us through this challenge. They thoroughly impressed everyone, and we would not be surprised if we ended up working more together in future. F1 Strategy does outstanding work.”



Turnaround Management

Case Study 4

The Organization

eCB is a one hundred employee, two year-old technology startup, with its parent company as the sole investor. It has a yearly budget of $70M. eCB provides services mainly to its parent company but has started licensing and selling services to other companies including competitors.

The Challenge

eCB is not part of its parent’s core competencies. Internally, eCB is still perceived as an IT support function and not as a revenue generating engine, and over 90% of its services are used by its parent company. Culture is still fragmented and exacerbated by rapid growth. It is specifically struggling to expand internationally.


Develop and implement a strategy plan and link it to a cascaded balanced scorecard framework to help grow the business in a structured way by setting clear and measureable objectives down to the individual level.

Develop a complex allocation system and start an internal virtual billing system to help eCB’s parent company estimate the true added value of eCB.

Establish a framework for recommending strategic and tactical solutions via an analytics team consisting of 18 product experts, 4 business analysts and 2 data analysts.

Set up an international business plan that help eCB efficiently expand the business overseas.

The Results

Evaluated and tracked over $100M in net value-add. Captured over $2M in savings by setting up and executing on the international business

plan. Increased revenue by $3M by adopting a client segmentation methodology to allocate

benefits and adjust prices, and by renegotiating contracts for data storage offshore.

Client Feedback

"F1 Strategy was effective in rendering strategy in operational terms that you can actually do something with - and in the end, know if you were successful or not.“



Strategy Evaluation

Case Study 5

The Organization

Miknas is a non-profit organization that manages over $5B in retirement, healthcare and other benefits for its members. With tremendous change in the market and healthcare, Miknas needs to become more efficient by updating its business platform. It already started a series of technology updates but needs a unified strategy to better educate, attract and retain customers.

The Challenge

As a non-profit organization, Miknas has typical cultural challenges to balance the delivery of its mission with financial requirements. Members require personalized advice and do not always understand all the available benefits. Also, Miknas’ market is experiencing a decline in donations and an increase in costs exacerbated by its rigid structure and processes making it hard to adjust quickly to market conditions.


Leverage information and data from internal and external interviews and systems. Give a high-level overview and evaluation of an external web portal strategy and

establish the portal as an alternative business platform that will enable efficient customer service and cost effective delivery.

Identify and analyze three major strategies: 1. Effective: Customer-Centric2. Efficient: Transaction-Oriented3. Analytical: Marketing and Communication empowered through analytics

The Results

Redefined Miknas’ strategy around the use of technology. Centralized strategies around adopting a new business platform. Combined the vision of different departments (e.g., operations, technology, marketing

and senior management).

Client Feedback

"Very persuasive work. F1 Strategy impressed all parties involved and was able to use data to support recommendations. Great approach.”