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Mhc 2008
 

Mhc 2008

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Morgan Holland & Company, LLC

Morgan Holland & Company, LLC

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    Mhc 2008 Mhc 2008 Presentation Transcript

    • Morgan Holland & Company, LLC. Financial Services Consultancy
    • Morgan Holland Background
      • Founded in 1991 with offices in New York, Connecticut, California, UK, Singapore
      • Professional Staff
        • Project Managers average 15 years experience
        • Consultants average 10 years experience
      • Provide Comprehensive Range of Solutions to the Financial Services Industry
        • Sell Side, Institutional
        • Buy Side, Asset/Liability Management
        • Prime Broker
        • Hedge Funds
    • Our Mission and Philosophy
      • Mission – to be a recognized leader in assisting our clients in achieving full business benefits and ROI.
      • We are a specialist consultancy assisting our clients in the implementation of Next Generation Financial Enterprise.
      • We assist our clients in decision analytics, business strategy, process and operations and information technology.
      • Focus on complex, high value-added projects
      • Emphasize proactive, accountable project management
      • Ensure complete knowledge transfer
      • Partner with financial institutions seeking ambitious change.
      • Measure success based on results for our clients.
      • ABN Amro
      • AIG
      • Bank of America
      • BGI
      • Barclays Capital
      • Citigroup
      • Credit Suisse
      • Deutsche Asset Management
      • Goldman Sachs
      • JP Morgan Chase
        • Representative Sample of Clients...
      • ING Barings
      • Lehman
      • Merrill Lynch
      • Moody ’ s
      • NYSE
      • RaboBank
      • RBS/Citizens
      • Societe Generale
      • UBS
      • Chicago Board of Trade
    • Morgan Holland ’ s Capabilities Feasibility & Problem Analysis Solution Definition Design Construct Implement Benefits Realization System Implementation/Integration Services Strategy
      • Problem Definition
      • Business Case Development
      • Operations Model
      • Project Sizing and Budgeting
      • Release Strategy
      • Business Process Analysis
      • Process Engineering
      • Conceptual Design
      • Prototype
      • System Selection
      • Product Evaluation
      • Vision
      • Business Needs Analysis
      • Planning
      • Scenario Creation
      • Blue Print & Road Map
      Management Consulting Project Management – PMO Best Practices
      • Functional Specs
      • Technical Architecture
      • Application Architecture
      • Tools Evaluation
      • Migration Planning
      • Coding
      • Unit Testing
      • Integration Testing
      • Strategy
      • User Acceptance Testing
      • Training
      • Roll Out
      • Support
      • User Acceptance
      • ROI Analysis
      • Customer Surveys
      • Ongoing Improvement Plans
      • Process Audit
    • Capital Markets and Banking
      • Basel II, Sarbanes Oxley, Anti Money Laundering
      • Straight Through Processing/Process Optimization
      • Hedge Funds, Prime Broker
      • Active Portfolio Management
      • Business Rules Structure and Analysis
      • Business Process Monitoring and Exception Management
      • Market, Credit and Operational Risk
      • Pricing, Risk Management and Operations Systems
      • Systems Development and Integration
      • Margins and Collateral Management
      • Institutional CRM
      Cost and Risk Reduction
    • Capital Markets Landscape
    • Issues Over The Last 10 Years
      • Multiple disparate systems
      • Numerous workarounds
      • Manually intensive processes
      • Non-standard P&L calculations
      • Manual procedures for enterprise-wide reporting (very labor-intensive)
      • Complex and expensive product suite
      • Fragile Infrastructure
      • Globalization Challenges
      Essentially, Nothing Has Changed ! The Same Issues Persist Today
    • Primary Business Drivers
      • Massive pressure to reduce costs
        • Falling or flat revenues in core business units
        • Create a variable expense structure tied to revenue
        • Requirements to do more with less
      • Business Continuity Requirements
        • Continual process of improving organizational, application and technical infrastructure
        • Reduced staff means infrastructure weaknesses highlighted
      • Regulatory requirements - increasing
        • Patriot Act, AML, OFAC, KYC
        • Increased disclosure
        • Compliance
        • Damage control, post Enron
    • Generic Target State Outsourcing Candidates Homogenized Functions Discrete Functions
    • Enterprise Solutions
      • At MHC we view Enterprise Solutions as the aggregation of a number of related practices to provide a full range EA and Business Intelligence services to our clients
      • We have the ability to design, implement and deploy enterprise wide applications that will maximize your ROI and reduce the operating overhead of these systems
      • MHC provides the vision and execution capability to successfully implement a wide range of Enterprise Solutions
    • Enterprise Solutions
      • Business Workflow & Process Consulting
      • ERP
      • EAI (Enterprise Application Integration)
      • ETL (Extraction, Transformation & Loading
      • Procurement
      • Business Intelligence
      • Knowledge Management
      • Data Mart Construction and Data Mining
      • Data Visualization
      • CRM
      • Web Services
    • 24/7 - Web Reporting Example
    • Infrastructure Practice
      • Infrastructure Strategy Assessment, Development and Roadmap
      • Infrastructure Architecture
      • Pre and Post Merger Assessments & Integration Planning
      • Data Center Assessment. Design, & Implementation Management
      • Business Continuity and Disaster Recovery
      • Technology Relocation and Facility Moves
      • Systems Integration, ETL, Middleware deployment
      • Security – intrusion detection, security planning and implementation, security assessments
      • Operating systems migration, deployment
      • Storage Area Networking – Fiber and IP based storage
      • Cost assessment, outsourcing and cost reduction solutions
    • Maximum ROI – The Combined Result
      • STP combined with Ops Risk, CRM and Exception Processing shown as explicit examples,
      • and Compliance which is identical to AML structurally,
      • Utilizing the same core infrastructure,
      • ROI is excellent
      • MOST OF THE WORK IS INFRASTRUCTURE!
    • IT Governance
      • An integrated approach that provides a complete framework of proven PMO best practices
      • Uses projected metrics to steer projects and avoid costly mistakes as well as tracking actual project metrics, deliverables and milestones
      • Facilitates inter and intra project communications at all levels of project activity
      • Provides a centralized mechanism to collect, validate and share organizational IP in both technology and business areas
    • IT Governance Group Disciplines
      • Capabilities and Standards
      • Industry best practices
      • Methodology & Processes
      • Coaching and mentoring
      • Knowledge Management
      • Portfolio repository
      • Leverage-able assets
      • Lessons Learned
      • Communications
      • Communication campaign
      • Internal and External stakeholders
      • Strategic and operational
      • Capabilities rollout
      • Risk Management
      • Risk and Issue management
      • Scope change management
      • Probability and impact assessment
      • Stakeholder Alignment
      • Corporate and business objectives
      • Sponsorship and executive accountability
      • Integrate business and IT organizations
      • Resource Management
      • Plan and estimate effort
      • Determine staffing requirements
      • Resource allocation and time tracking
      • Milestones & Metrics
      • Key performance indicators
      • Dependency management
      • Institutionalize milestone reporting
      • Benefits realization
      • Financial Management
      • Investment expenditure review and approval
      • Financial monitoring and control
      • Resource cost allocations
    • Benefits of Using Morgan Holland
      • We provide a dedicated focus on specific projects, allowing client ’ s full-time staff to operate uninterrupted on their normal responsibilities.
      • MHC is experienced in managing large scale projects involving capital markets products and services. We have done this before, we can do it again.
      • Experienced in complete front, middle and back office functionality and processing requirements.