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Profit|OptimizerSME Risk Management<br />
Agenda<br /><ul><li>About Sum2
Market Events and Drivers
Profit|Optimizer Overview
Risk Management Process
Product Demonstration
Questions and Answers</li></li></ul><li>About Sum2<br /><ul><li>Sum2 is dedicated to delivering sound practice product sol...
Founded 2002</li></li></ul><li>Sum2 Products<br /><ul><li>SME 360° Product Series
Profit|Optimizer
IRS Audit Risk Program
S3 SME Seismograph
SME Check List
Risk Management Webinars
ISP BI Channel Services
PACO™  AML Products for Financial Institutions</li></li></ul><li>Sum2 Partners<br /><ul><li>Fidelity Information Services
Identity Verification
Experian Credit Reporting
Credit Reporting Products
Telekurs Financial
Securities Information
CreditAides
SME Financial Health Assessments
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Profit | Optimizer Product Overview

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The Profit|Optimizer is a risk management and opportunity discovery tool for small and mid-sized businesses (SME).

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Transcript of "Profit | Optimizer Product Overview"

  1. 1. Profit|OptimizerSME Risk Management<br />
  2. 2. Agenda<br /><ul><li>About Sum2
  3. 3. Market Events and Drivers
  4. 4. Profit|Optimizer Overview
  5. 5. Risk Management Process
  6. 6. Product Demonstration
  7. 7. Questions and Answers</li></li></ul><li>About Sum2<br /><ul><li>Sum2 is dedicated to delivering sound practice product solutions to small and midsize enterprises (SME) that address risk management, corporate governance, shareholder communication and regulatory compliance.
  8. 8. Founded 2002</li></li></ul><li>Sum2 Products<br /><ul><li>SME 360° Product Series
  9. 9. Profit|Optimizer
  10. 10. IRS Audit Risk Program
  11. 11. S3 SME Seismograph
  12. 12. SME Check List
  13. 13. Risk Management Webinars
  14. 14. ISP BI Channel Services
  15. 15. PACO™ AML Products for Financial Institutions</li></li></ul><li>Sum2 Partners<br /><ul><li>Fidelity Information Services
  16. 16. Identity Verification
  17. 17. Experian Credit Reporting
  18. 18. Credit Reporting Products
  19. 19. Telekurs Financial
  20. 20. Securities Information
  21. 21. CreditAides
  22. 22. SME Financial Health Assessments
  23. 23. Cervalis
  24. 24. COLO and Business Continuity Services</li></li></ul><li>Clients andDistributors<br />
  25. 25. Business and Market Challenges for SME’s<br /><ul><li>Recession/Recovery
  26. 26. Inflation/Deflation
  27. 27. FX Volatility
  28. 28. Valuation/Earnings
  29. 29. Real Estate/Capital Markets
  30. 30. Taxes, Sales, Trade
  31. 31. Yield Curves & Equities
  32. 32. Capacity/Inventories
  33. 33. Credit & Capital</li></li></ul><li>Impact on SME’s <br /><ul><li>Consumer Spending
  34. 34. B2B Cyclical
  35. 35. Cost of Capital
  36. 36. Credit Crunch
  37. 37. Supply Chain
  38. 38. Globalization
  39. 39. Hyper-Competition
  40. 40. Segment Softness
  41. 41. Market Realignments</li></li></ul><li>Profit|OptimizerRisk Reward Assessment<br /> The Profit|Optimizer provides frameworks for business managers to conduct a self assessment of operational and market risk factors and initiate actions to mitigate and manage threats and seize business opportunities.<br />
  42. 42. Profit|OptimizerAssessment Process<br />Financial Health Assessment<br />Critical Success Factors<br />Business Plan<br />Macro Risk Factors<br />ROI Calculation<br />Capital / Credit<br />Raise<br />Enterprise Risk Aggregation<br />Implementation<br />Product<br /> Markets Dynamics<br />Business Functions<br />Capital Allocation Decisions<br />Financial Health Assessment<br />
  43. 43. SME Industry Service ProvidersChannel Applications<br />User Generated <br />Business Intelligence<br />ISP/Associations<br />Product Marketing<br />Demand Aggregation<br />Capital & Credit<br />Capacity Utilization<br />Hedging <br />Psychographics/IAO<br />
  44. 44. SME Risk Management <br />Secure Credit/Raise Capital<br />Informed Capital Allocation<br />Performance Measurement <br />Forge Management Team <br />Build Equity Valuation<br />Business Intelligence<br />Product Discovery<br />GRC Program<br />
  45. 45. Raise CapitalSecure Credit<br /><ul><li>Transparency
  46. 46. Able Management
  47. 47. Critical Assessment
  48. 48. Known Risk Factors
  49. 49. Business Model Confidence
  50. 50. Lender/Shareholder Confidence </li></li></ul><li>Business Performance Management<br /><ul><li>Optimal Capital Allocations
  51. 51. Prioritizing & Planning
  52. 52. Capability & Operations
  53. 53. Align Strategy & Risk Appetite
  54. 54. Board Communication
  55. 55. Market & Competition
  56. 56. Risk Aware Culture</li></li></ul><li>Profit|OptimizerProduct Features<br />
  57. 57. Product FeaturesPerformance Dashboards<br />
  58. 58. IARP/CARPCorporate Tax Audit Risk<br />
  59. 59. Adoption Frameworks Creating Value<br /><ul><li>Set and Realize Corporate Goals
  60. 60. Cohesive Management Team
  61. 61. Employee Communication
  62. 62. Detect and Manage Risk
  63. 63. New Products & Markets
  64. 64. Brand Distinction
  65. 65. Capital Leakage</li></li></ul><li>Adoption Frameworks Creating Value<br /><ul><li>Improved Capital Allocation
  66. 66. Shareholder Communication
  67. 67. Prioritize, Monetize and Visualize
  68. 68. Monitor Manager Effectiveness
  69. 69. High Performance Business Plan
  70. 70. Effective Corporate Governance
  71. 71. Improve Banking Relationships
  72. 72. Improve Credit Score </li></li></ul><li>360° View of Risk Clear Vista of Opportunities<br />Template 1: Market and Competition Assessment <br />Template 2.1: Product Service Grouping, Customers <br />Template 2.2: Product Service Grouping, Suppliers <br />Template 2.3: Product Service Grouping, Competition <br />Template 2.4: Product Service Grouping, Market Dynamics <br />Template 3.1: General Management <br />Template 3.2: Sales/ Marketing Management <br />Template 3.3: Operations and Production Management <br />Template 3.4: Facilities Management <br />Template 3.5: Financial Management <br />Template 3.6: Planning and Information Management <br />Template 3.7: People and Human Resource Management <br />Template 4: Financial Ratios <br />Template 5: Business and Financial Plan Assessment <br />Template 6: Scoring Specific Critical Success Factors <br />Template 7: Scoring Generic Critical Success Factors <br />Template 8: SWOT Analysis <br />Template 9: STEEPLE Analysis<br />Template 10: Macroeconomic Event Risk <br />
  73. 73. Contact Details<br />James McCallum<br />President <br />PO Box 665<br />Oakland, NJ 07436<br />973.287.7535<br />E-mail : president@sum2.com<br />Blog: sum2llc blog<br />Website: www.sum2.com<br />Thank You for Your Interest<br />
  74. 74. Sum2 is dedicated to the commercial promotion of sound practices. Sum2’s objective is to assist businesses to implement corporate sound practices that add exponential value for shareholders, employees, clients and to the communities in which they operate and serve.<br /> Sum2 identifies its core competency to be the creative application of sound practice principles to the industries and businesses that we serve. Sum2’s SMB 360 is a clear example of this creative application of sound practices to an industry need. Sum2 is dedicated to corporate responsibility, ethical business practices, customer service excellence and delivering to our clients a unique and essential value proposition. We uphold these values in all our work and continually strive to deliver on the commitments that we make to our clients. <br /> All products marketed by Sum2 are focused on risk management and GRC program implementation. We look to creatively package and bundle solution suites that address targeted client and industry market segment requirements. All product marketing activities and business development initiatives are guided by and conform to a clearly identified industrial application of sound practices.<br /> We appreciate your business and look forward to hearing from you about our products and how we can improve it.<br />PO Box 665 <br />Oakland, New Jersey 07436<br />973.287.7535<br />customer.service@sum2.com<br />www.sum2.com<br />
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