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We provided interim management for a legal merger between two Polish banks.
We developed a strategic study on selected markets as a part of strategy definition process for a investment funds' transfer agency.
We verified investment hypothesis for a new business in B2B segment of a fashion industry.
We were involved in delivery of a core system upgrade, including business analysis and supporting Scrum development in proxy product owner / scrum master capacity.
We managed process of separating bank's operations from services provided by its former owner, an international group.
We defined business processes and IT support for a new system to support a unique package delivery organisation.
We supported the client in selecting GL system package meeting its unique functional and scaleability requirements. Research included independent reference check and evaluation of licensing terms from the point of view of target IT architecture.
We supported one of the largest logistics companies in selection of a TMS system for one of its strategically important market segments.
We provided program manager and key specialists for a large core system development, supporting among others shift to agile methods.
We designed and custom built a new e-commerce platform along with several new or modified applications, such as master customer data, pricing engine etc. The platform was based on .net technologies.
The client aimed at improving its efficiency in customer service and logistics areas. We provided an experienced expert to deliver quick assessment, analyses organisational structure, business process and IT tools, and proposed improvements.
We conducted market study for evaluating potential startup in healthcare / spa industry. Study involved several experts, as well as leveraged on direct sources including street research and mystery shopping. Study ended with a financial model to support go/not go decision.
We defined model to balance demand for IT services with supply of IT resources. The model was adjusted to existing organisational structures and involved ia. new initiative approval process, key employee competences, required supporting tools and implementation roadmap
We conducted rapid top-down cost analysis to quickly identify most promising opportunities to lower operating costs. Then we focused on how to make Operations and IT more effective in a short and medium time frame
We provided assessment of development potential for mobile payments market and positioning of existing competitive groups, including telcos, financial institutions, startups and others
We provided assistance in assessing a selected segment of the electronic media market in Poland
We defined the business plan for an innovative pharmaceutical initiative in order to secure financing from banking partners
We updated the 5-year strategy for a leading financial institution on the Polish market
We provided assistance in assessing acquisition targets on the Polish market
We assisted in improving IT development function, with focus on production planning; provided tools and executed trainings
We designed detailed product model - a conceptual structure for handling all the company's complex offerings - and related processes for a large B2B company
We designed the processes and functional requirements for the corporate clients' web portal, and supported initial stage of development
We drafted the market entry strategy and conducted analysis for opening a branch in selected CEE countries
We designed the processes and identified functional requirements related to the sales area
We provided analytical support in buyer side valuation of an acquisition target
We validated business assumptions and designed detailed processes for a new stock brokerage organisation
We evaluated the change impact and developed change plans for a Basel II initiative which affected over 1,500 of the bank's employees
We designed detailed processes for the purpose of introducing operational CRM in the top retail bank on the Polish market
We drafted new development directions and planned strategy implementation for a leading stock broker, with an eye on overall financial group strategy
We prepared process documentation for a startup in the mobile payments area
CRM process diagnosis executed globally, involving analysis of processes on a national level and comparing these with global guidelines
Overall CRM implementation including process design, capturing functional requirements, customization and implementation support
Implementation of CRM system and operating model definition including campaign management process design; integration with other systems and applications; test, training, pilot and roll out
Designing a new Asset Management initiative that included a product factory for investment funds and a proprietary distribution channel based on high-end advisors
Designing performance monitoring systems across all companies of the group in Poland (life and P&C insurance, asset management, shared services), including role descriptions and key performance indicators
Analysis of current product offer, recommendation for portfolio optimization, design of portfolio management process and tools, implementation roadmap and pilot
Reviewing the current risk faced by the organization and designing changes in order to improve the portfolio quality, including detailed analysis of the scorecard performance and upgrade of collection capabilities (organizational structure, processes and performance indicators)
Detailed analysis of the claim data in order to recommend changes in the settlement organization, including reduction of branch footprint and introduction of mobile claims settlement structure
Designing Consumer Finance startup, including high level operating model (product offer, processes, organization)
Transferring project management skills to key personnel and setting up a Program Management Office for effective implementation of an ambitious strategy
Strategy development for mortgage, car loans and leasing business lines including high level operating model with key processes and organizational structure
Assessment of market by comparing the Russian market to typical market evolution; definition of cross-selling strategy and launch of cross-selling pilot involving new product, new sales processes, IT development
Definition of the process and coordination of necessary developments for an emergency scenario, involving operations and IT
Assessment of business fit of a Consumer Finance acquisition target, including analysis of the distribution network potential
Definition of the distribution strategy, with emphasis on agent channel, including extensive primary research on agents; process design for all major operational areas
Assessment of emergency scenarios for replacement of back-office treasury system
Definition of functional requirements and high level gap analysis of the proposed core banking system
Strategy involving all three business lines operating in Poland (retail banking, Consumer Finance, leasing), included market research and competitive benchmarking
Defining and facilitating agreement of an internal Call Center SLA
Start-up strategy for financial advisor including processes, product offer, distribution network plan, cooperation model, renumeration/commission model, market maturity analysis and strategic business rules
Customer service model development and organizational model design in order to align processes and organizational structure of the merged bank and provide seamless services to customers post - merger
Analysis of customer service level: skills, knowledge, quality of documentation, selling process
Integration of stock brokerage and banking operations within branch network, call-center and web front-end