Value Proposition canvas- Customer needs and pains
GroupBDO Enterprise BPO Sales Solutions Summer2012 pdf
1. Summer | 2012
GroupBDO®
GroupBDO® BDO|FAO|O2C Outsourcing Solution Sales
En·ter·prise
Financial Process > Improvement
n.
1. An undertaking, especially one of some scope, complication, and
risk.
2. A business organization.
3. Industrious, systematic activity, especially when directed toward
sustained profit and growth:
4. Willingness to undertake new ventures; initiative:
Partnership for Excellence™
3. Partnership for Excellence™ Summer | 2012
GroupBDO
GroupBDO® ®
> Outsourcing Solutions Leader
GroupBDO®
We are an established leader in the Enterprise Outsourcing Solutions industry. The company is
headquartered in Austin, Texas and works with our American Alliance Partners in FAO and O2C
Software Solutions to design and implement best-in-class revenue and business development
departments.
We realize that we are a reflection of our clients, and we work hard to maintain a positive reputation
for professionalism, implementation speed and industry-leading results.
4. Summer | 2012
Partnership for Excellence™
GroupBDO
GroupBDO® ®
Enterprise FAO Solutions & Managed Financial Services
Financial Process > Improvement. People. Process. Technology.
Our Value Proposition
Our Enterprise FAO Solutions & Managed Financial Services offers you and your organization innovative options
to combine people, process, and technology in outsourced delivery models that creates real business value. Our
unsurpassed global delivery expertise and infrastructure provides solutions for your industry across major business
process areas. Outsourcing your business processes to a GroupBDO Partner can help your company address a range
of needs through a variety of delivery models to: Achieve significant cost savings
Drive business model change
Enable strategic transformation
Increase customer value
Gain unique insights from your customer data
Assess risk and take proactive action
GroupBDO and it’s partners provides its clients with customized financial services that are required to keep the
business operating as efficiently and as cost effectively as possible, so all that the client needs to concentrate on is
their valued core business.
5. Summer | 2012
Partnership for Excellence™
GroupBDO
GroupBDO® ®
GroupBDO® BDO
BDO| Business Development & Sales Outsourcing
Collection Management Companies
RCM Software Companies
FAO & BPO Providers and Consultants
Austin, Texas based GroupBDO LLC has the business development and sales expertise, domain
knowledge, and an understanding of the best-of-breed methodologies to deliver collaborative business
development and sales solutions which embody our clients' tactical and strategic revenue growth
objectives. GroupBDO brings a tradition of invaluable experience garnered by serving clients across
multiple verticals. The Group helps BPO, FAO, Financial Services, and Software Technology companies
build direct and indirect sales channels and strategic partnerships that generate revenue in less time
with lower risk. Whether you require direct sales offices, or strategic partners, we have the experience
and relationships to help you establish highly qualified and focused partners that can form the
foundation of your domestic and international sales for years to come.
6. Summer | 2012
Partnership for Excellence™
GroupBDO
GroupBDO® ®
FAO
FAO | Receivable Management
Your Performance Partner
for Enterprise FAO Solutions & Managed Financial Services
In the current global economic environment, corporations are facing the challenging task of cutting expenses while
achieving increased departmental performance. Business processes are being thinned and pushed to their absolute
limits of functional and reporting capabilities. Corporations approach their business markets and challenges
differently. Some corporations embrace change; some require radical step changes in productivity and cost to stay
competitive; others may look to continuous process improvement initiatives to stay at the forefront of their
respective industries. Some have strong internal process leadership; others must augment their current capabilities.
Whether your company operates from a global footprint, or in one market; whether the solution embraces one
process or an entire business function or shared across the entire enterprise, outsourcing succeeds when the
relationship is seamless and is predicated on meeting the client’s needs. Not all clients can readily embrace business
process outsourcing as a means to change their operating model. Some look to “trial and learn”, moving a few
processes at a time to a partner and measuring performance, while others can move forward with the transfer of
processes across an entire function. Some companies are comfortable implementing a global deployment, while
others wish to transition business unit by business unit, or geography by geography. And each company has a
different approach to managing that Performance.
7. Summer | 2012
Partnership for Excellence™
GroupBDO
GroupBDO® ®
FAO
FAO | Receivable Management
At GroupBDO we understand that no two companies are alike, and truly focus on “extending your enterprise”
working with the client, in the way that client must work, in order to successfully change their operating
model. Whether our clients wish to adopt a “learn by trial “program by implementing one process at a time, or
whether they are prepared to deal with a major change in process delivery, GroupBDO and it’s partners work
hard to meet client needs, aligning with client goals, not imposing ours. All of our management practices,
systems and processes are aligned to this simple business fact. Outsourcing succeeds when the provider works
in a collaborative manner with the client, bringing new processes and systems, new performance enhancing
techniques and skill, but fundamentally solving problems and moving the key performance indicators (KPI’s)
together.
Fin | Fait | Accompli
GroupBDO Accounts Receivable and FAO Managed Services provides outsourcing solutions for virtually every
type of business need; helping clients address a wide range of business challenges stimulated by today’s
demanding market conditions. We help clients not only survive but thrive in this environment, achieving high
performance through outsourcing solutions designed specifically for their business needs and goals.
8. Summer | 2012
Partnership for Excellence™
GroupBDO® ®
GroupBDO
GroupBDO®
O2C
O2C | Receivable Software Solutions
The GroupBDO partners have become leading provider s of enterprise applications for revenue, trade, and receivables management to global clients. Our
partners provides fully customizable, software and consulting positively affecting client relationships, profitability, and efficiency. Our application suite has
provided companies with fully integrated automated cash application, chargeback/deduction control, collections management and trade fund management.
Wrapped around this application suite is Business Insight, a dashboard view into your key performance indicators, analytics, and end user reporting to stay on
top of important issues and make real-time decisions. We have the ability to provide a full “Order-to-Cash Solution - O2C” including the option to partially or
completely outsource your accounts receivable process. Our customers benefit from preventing, recovering and collecting invalid deductions and chargebacks,
reduced DSO, increased cash flow, decreased operating costs and better customer relationships. We offer SaaS, Hosted and Remote Administration Solutions.
Auto Cash
This allows a company to automatically apply over 90% of their cash receipts from a variety of sources - (lockbox, ACH, EDI, locally received cash payments,
custom file downloads from customer web sites, etc.) to their accounts receivables. Not using the Auto Cash application software leaves a company at the
mercy of their customers’ payment processes and schedules.
Collection & Deduction Management (DCS)
DCS manages an organization’s customer payment deductions and segregates the deductions from outstanding invoices and provides a true asset value of
receivables and a pure DSO statistic. This solution ensures that all essential customer information is in one place, on one screen, so you will always know your
total exposure while on the phone with a customer.
Trade Promotion Management (TPMS)
TPMS allows users to forecast, track, manage and analyze trade spending in real-time. This web-based solution increases company-wide visibility and
awareness of trade promotions, effectively bridging the “department gap” between your sales force, brokers, customers and internal management through an
automated, interactive system.
Business Insight & Analytics
This allows companies to make better informed management decisions, delivering reliable, easy-to-access business information without staff assistance. This
multidimensional solution transforms reports that have proved to be time and process-intensive to run with just a few keystrokes. It allows you to spend your
time analyzing & using your true data instead of trying to piece it together.
9. Partnership for Excellence™ Summer | 2012
GroupBDO
GroupBDO® ®
Leadership Team
William Lennon, CEO and Founder
Bill serves as the CEO of GroupBDO LLC. Bill is responsible for the company’s strategic development, marketing,
and vision. He has more than 25 years of experience in the receivable management industry. Prior to his starting
GroupBDO, Bill was the Director of Revenue Management for Central Freight Lines, Inc., a publically traded
trucking company. Bill also previously held the position of Sr. Director of Business Development for 9ci, Inc. and
Director of Business Development for Aceva Technologies. In 1996 he founded, DunnWorth Credit Corporation, a
Receivable Management BPO that was sold in February 2002 to Investment Business Strategies, Inc. (First Financial
Asset Management FFAM-www.1fam.com) .
Jeff Cattoor, CCO
Chris is Chief Compliance Officer for GroupBDO. Jeff will advise on Enterprise BPO engagements in regards to
COSO / SOX404 compliance requirements along with working with the internal audit/accounting/IT Teams to
mitigate the risk of such large scale BPO engagements. He will oversee on SOX deliverables as it relates to business
process improvement (C2C) and IT areas that relate to the A/R cycle such as Risk Matrices, Process Narratives,
Policies and Procedures, Key Controls, Technology Summaries, Control Test and Remediation. His experience spans
Enterprise Controls Consulting, Ernst & Young and Weaver Tidwell.
10. Partnership for Excellence™
Summer | 2012
GroupBDO
GroupBDO® ®
> What We Believe.
These attributes and aspirations form the foundation upon which we build on GroupBDO's continued success.
Creativity
We thrive on innovation and originality, encouraging risk-taking and divergent voices.
Customer Focus
We show that we value our customers by serving them well, putting their needs and interests at the center of
everything we do.
Agility
We move quickly, embracing change and seizing new opportunities.
Teamwork
We treat one another with respect—creating value by working together within and across our businesses and
giving credit where it is due.
Integrity
We earn the trust of our clients by protecting their proprietary information, corporate goodwill, and by adhering to
rigorous standards of business conduct in all our dealings.
Diversity
We attract and develop the world's best talent, seeking to include the broadest range of people and perspectives.
Responsibility
We work to improve our communities, taking pride in serving the public interest as well as the interests of all
stakeholders.
11. Summer | 2012
Partnership for Excellence™
GroupBDO®
GroupBDO®
> Client Ser vices
GroupBDO®
Frost Tower Financial Center
401 Congress Avenue, Suite 1540
Austin, Texas 78701
Corporate Office +1 512.852.4356
clientservices@groupbdo.com
