Relationship Capital<br />Unleash the power of your people<br />Robert Levey<br />978 996 2758<br />robert.levey@catelas.c...
Chief People Officer or Coach<br />Jeff Schwartz, Deloitte<br />"The role of HR is changing dramatically as the function's...
Create a culture based on respect & collaboration?
Work hard, but have fun?</li></li></ul><li>Are people your best asset?<br />Then are you truly leveraging your peoples’ re...
Social Networking tools are mainly used for marketing  or recruitment</li></ul>Very few companies leverage who and what th...
CRM for employees<br />Introducing CRM for employees<br />* we call it RCM (Relationship Capital Management) but you get t...
‘How well’
‘Who knows what’</li></li></ul><li>The Problem<br />Why is this important?<br />Unleash the Relationship Capital of your c...
Movers, shakers and influencers
Key external contacts
The best path to reach people</li></li></ul><li>HR applications<br />HR Management<br /><ul><li>Leadership profiling
New hire on-boarding / mentoring
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Unleash the power of your people

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Apr 2011

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  • KEY POINTSQuickly highlight the relationships that matter, saving time, enabling a risk assessment to be made earlier in the cycleBy knowing who and what to investigate EARLY, our clients save an enormous amount of time and money downstream in the EDRM process.EXAMPLE – JP Morgan - always on log file analysis – 250,000 employees – identify custodians, dramatically reduced the number of pst’s and hence emails that need to be collected, preserved and analysed.Early Case Analysis and Assessment. How can you make a real assessment when you may not have all the right people, custodians, wrong data etc.The other methods just “tell you that their technology filter data sets down by 95% based on keywords etc” , but it is still looking at the data. One way the Catelas technology is being used for eDiscovery Cases is to analyzes log files from Exchange and other systems even before collecting any emails. The value comes from being able to make sure you have all the right suspects, custodians etc. upfront the first time. This allows functions such as Legal, Compliance, Risk and Information Security to understand both who knows who, how well and a chance to uncover non-obvious relationships, BEFORE a single email is ever collected and get a better handle of what data really needs to be collected. Normal methods of looking at content really may be (too big to look at all the emails, so some just look a snapshot –that still depends on your keywords or how good your search is)…that all changes with Catelas, because you can analyze log files (20GB may = 10-15 MM emails) and Catelas is the only ones doing that today. Avoid over collection and spoliation; preserve the right content by uncovering non-obvious relationships and activity
  • KEY POINTSThe first 10 days are critical – define the case strategy with clarity and convictionBy knowing what the case is about and who to collect and investigate EARLY.Case strategy is KEY – dismiss, settle, contest – allocate budget and resources
  • Unleash the power of your people

    1. 1. Relationship Capital<br />Unleash the power of your people<br />Robert Levey<br />978 996 2758<br />robert.levey@catelas.com<br />
    2. 2. Chief People Officer or Coach<br />Jeff Schwartz, Deloitte<br />"The role of HR is changing dramatically as the function's leadership is now expected to play a central role in building and shaping - not just staffing - the enterprise strategy."<br />Does your company have a defined people strategy?<br /><ul><li>Hire the best, fire the worst?
    3. 3. Create a culture based on respect & collaboration?
    4. 4. Work hard, but have fun?</li></li></ul><li>Are people your best asset?<br />Then are you truly leveraging your peoples’ relationships and knowledge?<br /><ul><li>Collaboration tools good to improve productivity, but not creativity
    5. 5. Social Networking tools are mainly used for marketing or recruitment</li></ul>Very few companies leverage who and what their employees’ know to drive productivity and results<br />
    6. 6. CRM for employees<br />Introducing CRM for employees<br />* we call it RCM (Relationship Capital Management) but you get the idea<br />A Relationship Capital solution designed for HR to unleash the relationship power of the organization<br />Specifically…<br /><ul><li>‘Who knows who’
    7. 7. ‘How well’
    8. 8. ‘Who knows what’</li></li></ul><li>The Problem<br />Why is this important?<br />Unleash the Relationship Capital of your company<br />So you can identify…<br /><ul><li>Subject matter experts
    9. 9. Movers, shakers and influencers
    10. 10. Key external contacts
    11. 11. The best path to reach people</li></li></ul><li>HR applications<br />HR Management<br /><ul><li>Leadership profiling
    12. 12. New hire on-boarding / mentoring
    13. 13. Organizational health / alignment
    14. 14. M&A integration
    15. 15. Recruiting</li></ul>Employee Effectiveness<br /><ul><li>Identifying and connecting with subject matter experts
    16. 16. On-boarding / mentoring
    17. 17. Project Management
    18. 18. Sales & Channel Management</li></li></ul><li>Organizational Development<br />Impact of losing key staff member<br /><ul><li>Do you have a succession plan?
    19. 19. Who will replace this person?
    20. 20. What is the impact of losing these relationships (inside and outside the company)?</li></li></ul><li>Re-structuring or M&A<br />Identifying and integrating 3 diverse groups<br /><ul><li>Team integration – identify and aligning disconnected teams
    21. 21. Account mapping – where is there account overlap or gaps?
    22. 22. Mentoring – track the health and progress of integration. How well are the new team members fitting in over time? </li></li></ul><li>How We Do It<br />Employee productivity<br />is a subject matter expert but he does not know me and won’t return my emails or calls<br />Mark<br />Me<br />Steven Kean is the best path to help connect us<br />
    23. 23. In summary<br />Unleash the Relationship Capital of your company<br /><ul><li>Visual maps to show ‘who knows who’, ‘how well’ and ‘who knows what’
    24. 24. A GPS-type system to help employees navigate their way around a company
    25. 25. Fully automated – no inputting required from employees
    26. 26. HR Mngt solution for leadership profiling, on-boarding and re-org’s
    27. 27. No privacy issues – the employees decides who to include in their personal network </li></li></ul><li>Demo<br />Live Demo<br />
    28. 28. Thank you<br />For more information contact:<br />Robert Levey<br />978 996 2758<br />robert.levey@catelas.com<br />www.catelas.com<br />Catelas<br />It’s who you knowTM<br />
    29. 29. Thank You<br />For more information contact<br />Robert Levey<br />978 996 2758<br />robert.levey@catelas.com<br />www.catelas.com<br />
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