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FOLIOMeasure your performance*
*connectedthinking
A unique product for
business visibilitycoupled with operational
efficiency
Advisory ConsultingTechnology
PricewaterhouseCoopersAdvisory Consulting
FOLIO - Measure Your Performance*
FOLIOFOLIO
Contents Description
Upholding your business objectives and strategy
Manage sales
Customer profiling
Manage team
Job budgeting
Manage billings
Capture time
Manage metrics
Contact us
PricewaterhouseCoopersAdvisory Consulting
FOLIO - Measure Your Performance*
FOLIO
Description
FOLIO
FOLIO is a web based practice management solutionspecifically developed for service providers businessesto:
• Manage business leads
• Increase internal visibility of your business
• Monitor staff productivity
FOLIO
Client portfolio
Billings
Risk ManagementJob scheduling
Budgeting
Staff efficiency
Front officeBack office
Management
Risk Management
Risk Management
Compliance
Reporting
Performance Management
Customer relationship
Compliance
Back-office operations driven bytechnology solutions enable yourorganisation to:
- Improve the quality and productivity of back-office functions.
- Improve employee productivity, volumemanagement and forecasting.
- Achieve and maintain target service level.
- Enhance the customer experience.
- Improve visibility of business performance.
- Reduce operational costs
An integrated solution with a web interfacedeveloped with .NET technology and poweredby SQL 2005
WIP
PricewaterhouseCoopersAdvisory Consulting
FOLIO - Measure Your Performance*
FOLIO
In FOLIO, we leverageour deep understandingof the informationrequired by portfoliomanagers and ourexpertise in providingsuitable technologysolutions, for developinga practice managementsystem.
Designed as a self service model
Multi currency billing with monthlyFOREX definition
Yearly charge out rates
A suite of standard reports with exportfunctionality to Excel
Export billing data to your accountingpackage
Description
PricewaterhouseCoopersAdvisory Consulting
FOLIO - Measure Your Performance*
FOLIO
You• A centralised access portal to your business
data.
• Consult your dashboard and access yourpersonal client portfolio.
• Holistic view of your portfolio.
• Dynamically set hierarchy in team
Working inteam
Your Team• Streamlined from end to end, FOLIO has
embedded workflow that facilitates sharing ofinformation within team.
• Enable team ownership of their portfolio with aManagement Information System (MIS).
PricewaterhouseCoopersAdvisory Consulting
FOLIO - Measure Your Performance*
FOLIO
Upholdingbusinessobjectivesandstrategy
Grow your business
• Track and follow up on business opportunities
• Develop customer network
• Explore potential leads
Streamline business processes
• Optimize workflow process
• Reduce bottlenecks and delay in processes
• Get real time data to facilitate decision making
Cost management
• Create and improve staff efficiency
• Produce timely billings
Risk management
• Know who are your high risk clients
Decision making
• Understand your business
• Set metrics and targets
• Manage variance
• Obtain meaningful real time data for analysis
Managesales
Customerprofiling
ManageTeam
Jobbudgeting
Managebillings
Monitor metrics
Capturetime
Accountingsoftware
Third partysoftware
Export / import
FOLIO in 7process features
PricewaterhouseCoopersAdvisory Consulting
FOLIO - Measure Your Performance*
FOLIO
Managesales
Who
• Business developers & Sales managers
How
• Record customer information
• Keep a trail on communication (meetings, phonecalls & email)
Why
• By automating tasks, spend more time on buildingrelationship with your client
• Deliver world class customer service
• Know your clients
• Effective in contact management
• Build customer relationship by understanding theportfolio
• Lead indicators for your business strategy
• Manage your pipeline
What
• Customer contacts, number of leads andopportunities
When
• Everyday
Monitor metrics
Managesales
Customerprofiling
ManageTeam
Jobbudgeting
Managebillings
Capturetime
PricewaterhouseCoopersAdvisory Consulting
FOLIO - Measure Your Performance*
FOLIO
Customerprofiling
Who
• Accounts managers, Executives, Team leaders,Team members
How
• Record pertinent customer information perfinancial year
• Carry forward customer information over next year
• Keep an audit trail of changes
Why
• Identification of high risk clients / jobs
• Real time risk analysis for timely and precisedecision making
• Efficiency in client data management
• Manage and understand how your client profileevolves over the years
• Ensure that you are compliant with all regulatorybodies
What
• Customer business profile
When
• After winning a business opportunity
• At the beginning of each financial year
• As the profile of the customer changes
Monitor metrics
Managesales
Customerprofiling
ManageTeam
Jobbudgeting
Managebillings
Capturetime
PricewaterhouseCoopersAdvisory Consulting
FOLIO - Measure Your Performance*
FOLIO
Manageteam
Who
• Accounts managers, Executives, Team leaders
How
• Assign an account manager and team leader toa client for a financial year
Why
• Rotate team after a financial year or after aspecific number of years
• Allocate expert resources to industry specificcustomers
• Resource management
• Create a collaborative environment that enablesyour business to communicate in real time
What
• Team leaders, senior accountants, junioraccountants, senior consultants, junior consultants
When
• After creating a client profile
• As the team changes
Monitor metrics
Managesales
Customerprofiling
ManageTeam
Jobbudgeting
Managebillings
Capturetime
PricewaterhouseCoopersAdvisory Consulting
FOLIO - Measure Your Performance*
FOLIO
Jobbudgeting
Who
• Accounts managers, Executives, Team leaders
How
• Set yearly charge out rates for each resource
• Allocate resources to job
• Set realistic hours to complete a job
• Automatic update on actual time upon timesheetsubmission
Why
• Manage cost of staff for a job
• Manage budgeted time of each resource
• Achieve target recovery rate
• Measure time and cost on actual v/s budgetedbasis
• Manage customer expectations
• Meet deadlines
What
• Resources, time, cost
When
• At the start of each job
• During job planning
Monitor metrics
Managesales
Customerprofiling
ManageTeam
Jobbudgeting
Managebillings
Capturetime
PricewaterhouseCoopersAdvisory Consulting
FOLIO - Measure Your Performance*
FOLIO
Managebillings
Who
• Accounts managers, Executives, Team leaders
How
• Create invoice for completed job
• Export billing data to accounting software
• Set expected billing date by job
Why
• Send timely invoices to customers
• Manage billing schedule
• Multi-currency billing
• View billing history
What
• Invoices, disbursements
When
• At job completion
Monitor metrics
Managesales
Customerprofiling
ManageTeam
Jobbudgeting
Managebillings
Capturetime
PricewaterhouseCoopersAdvisory Consulting
FOLIO - Measure Your Performance*
FOLIO
Capturetime
Who
• All staff
How
• Record time spent on each job
• Review of timesheet by Executives or TeamLeader before submission
• Capture time by client, by job, by service and byprocess
• Define billable and non billable jobs
• Rule based overtime
Why
• Consistent tracking of employee time on billablejob and non billable activities
• Control employee attendance
• Manage budgeted v/s actual time spent on jobs
• Monitor staff utilisation
• Lag indicators for your business
What
• Job, charge out rate & time
When
• Everyday / 15 days / month
Monitor metrics
Managesales
Customerprofiling
ManageTeam
Jobbudgeting
Managebillings
Capturetime
PricewaterhouseCoopersAdvisory Consulting
FOLIO - Measure Your Performance*
FOLIO
Monitormetrics
Who
• Director, Accounts Managers
How
• Monitor real time figures on reports
• Consult customer’s dashboard for pertinentinformation
• Access a series of reports to monitor operational andmanagement data
Why
• Know your cost & revenue
• Know employee performance
• Take early proactive measures as variance isdetected
• Scrutinize key performing indicators (KPI): fees,turnaround, hours, timing and staff efficiency
• Know the top performing clients based on figures
What
• Reports on work in progress, jobs by employee,jobs requiring team rotation, portfolio distribution,billing schedule etc
When
• Everyday
Monitor metrics
Managesales
Customerprofiling
ManageTeam
Jobbudgeting
Managebillings
Capturetime
PricewaterhouseCoopersAdvisory Consulting
FOLIO - Measure Your Performance*
FOLIO
Somesnapshots
© 2010 PricewaterhouseCoopers. All rights reserved. “PricewaterhouseCoopers” refers to PricewaterhouseCoopers in Mauritius, or,as the context requires, the PricewaterhouseCoopers global network or other member firms of the network, each of which is aseparate legal entity. *connectedthinking is a trademark of PricewaterhouseCoopers.
Contact us Meet with us for a free demo or to discuss the best way to deploy FOLIO for your business.
Sharon Yeung
Tel: 404 5000
