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Basel Accord II E E X X E E C C U U T T I I V V E E S S U U P P P P O O R R T T Transition Management a path to best practice FCM Management Limited Paris New York Toronto

Transition Management

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Page 1: Transition Management

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Transition Management

a path to best practice

FCM Management Limited

Paris New York Toronto

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FCM Management

Introduction

Client demands for timely transition is our core business.  We have successfully supported Major Banks, Insurance Groups, Communication Providers, Audit Firms and Manufacturing Companies

• Corporate Operations    Performance improvement and support focused on bottom line results• Revenue Assurance     Skills and resources needed to protect corporate revenue streams• Crisis Management      Turn around challenged enterprise technology projects

Interim Executive and Operations Management

• Chief Executive Officer • Chief Finance Officer• Chief Operating Officer• Chief Information Officer• Program Management• Subject Matter Expert

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FCM Management

LEADERSHIPLEADERSHIP

TRANSITIONTRANSITION

MITIGATE CRISISMITIGATE CRISIS

Prioritize program events

Operations

Cost management

Operational integrity

Risk exposures

Corporate bottom line

CoreBusinessFunctions

User Applications

andResponse

Service Reliability

1 2 3

We support “transition” initiatives

User Applications

Key principles

Investment management

Customer support

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FCM Management

FCM historical client support profile

Preparing For Board Meetings Executive Steering Committee Advisory Cost Recovery Valuations

Mitigating a “crisis” Lead Transition Cost containment Margin enhancement Profit-center revenue assurance Resource utilization improvement Balance sheet rightsizing Assessment of management capabilities

Lead valuation process

Assets and business-lines Enterprise technology

FCM support services

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FCM Management

Transition OfficerTransition Officer

Program Management and Project Office

Program Management and Project Office

Cost Recovery

Valuations

Leadership Focus

Revenue Assurance

Compliance

Investment Management

•Structure and milestones

•Governance and Priorities

•Reporting to the Board

- Focus

- Priorities

- Progress

- Costs

Value Added Services

Value Added Services

FCM “transition” support structure

•Risk

•Threat

•Hazards

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FCM Management

When have we succeeded?

Transition FocusTransition Focus

Consistency across the enterprise

Consistency across the enterprise

Realisation andbroader strategic benefits

Realisation andbroader strategic benefits

Integratecorporate strategy

Integratecorporate strategy

3. Competitive Advantage

1. Manage Transition

2. Attain CEO objectives

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FCM Management

Key business issues driving FCM transition services

Economic Factors Top line growth pressures Innovative delivery channels Economies of scale Rising product/service development

and launch costs

Technological Factors Improved communication Rapid advancement and

international dispersion of technology

Increased access to data and information

Market Factors Costs and Support Services More informed customers

demanding greater value Increased segmentation and

targeting New emerging channels of

distribution

Competitive Factors National and regional competitors Mergers and alliance Emergence of new competitors

Performance

Aligning to Board objectives and corporate strategies

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FCM Management

Summary of services

Leverage our experience and relationships with the most appropriate program structure, skills, investment strategies and funding options for  transitions and corporate restructuring programs                   

Align To Business Case

Leadership Culture Communication Workforce Deployment Staffing And Selection

Resource Allocation

Performance Roles and Responsibilities Infrastructure Management Options Analysis Decision Making Approach Customer Service and Accountability

Define Approach

Guiding Principles Leadership And Process Strategy and Transition

Manage Resources

Develop Strategy Analyse Target Structure Deal

Manage Transition

Mobilise Effort Define Migration Execute Migration

Program Management

Due Diligence Deal Structuring Manage Team And Advisors Documents And Issues

Transition Management

Benefits Analysis

CEO Expectations LOB Executive Support Revenue Assurance Business Process Integration Risk Management

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Corporate Vision Mitigate “crisis”, but be ready to turn one around

quickly

FCM Management Limited