Mhc 2008

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Morgan Holland & Company, LLC

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Mhc 2008

  1. 1. Morgan Holland & Company, LLC. Financial Services Consultancy
  2. 2. Morgan Holland Background <ul><li>Founded in 1991 with offices in New York, Connecticut, California, UK, Singapore </li></ul><ul><li>Professional Staff </li></ul><ul><ul><li>Project Managers average 15 years experience </li></ul></ul><ul><ul><li>Consultants average 10 years experience </li></ul></ul><ul><li>Provide Comprehensive Range of Solutions to the Financial Services Industry </li></ul><ul><ul><li>Sell Side, Institutional </li></ul></ul><ul><ul><li>Buy Side, Asset/Liability Management </li></ul></ul><ul><ul><li>Prime Broker </li></ul></ul><ul><ul><li>Hedge Funds </li></ul></ul>
  3. 3. Our Mission and Philosophy <ul><li>Mission – to be a recognized leader in assisting our clients in achieving full business benefits and ROI. </li></ul><ul><li>We are a specialist consultancy assisting our clients in the implementation of Next Generation Financial Enterprise. </li></ul><ul><li>We assist our clients in decision analytics, business strategy, process and operations and information technology. </li></ul><ul><li>Focus on complex, high value-added projects </li></ul><ul><li>Emphasize proactive, accountable project management </li></ul><ul><li>Ensure complete knowledge transfer </li></ul><ul><li>Partner with financial institutions seeking ambitious change. </li></ul><ul><li>Measure success based on results for our clients. </li></ul>
  4. 4. <ul><li>ABN Amro </li></ul><ul><li>AIG </li></ul><ul><li>Bank of America </li></ul><ul><li>BGI </li></ul><ul><li>Barclays Capital </li></ul><ul><li>Citigroup </li></ul><ul><li>Credit Suisse </li></ul><ul><li>Deutsche Asset Management </li></ul><ul><li>Goldman Sachs </li></ul><ul><li>JP Morgan Chase </li></ul><ul><ul><li>Representative Sample of Clients... </li></ul></ul><ul><li>ING Barings </li></ul><ul><li>Lehman </li></ul><ul><li>Merrill Lynch </li></ul><ul><li>Moody ’ s </li></ul><ul><li>NYSE </li></ul><ul><li>RaboBank </li></ul><ul><li>RBS/Citizens </li></ul><ul><li>Societe Generale </li></ul><ul><li>UBS </li></ul><ul><li>Chicago Board of Trade </li></ul>
  5. 5. Morgan Holland ’ s Capabilities Feasibility & Problem Analysis Solution Definition Design Construct Implement Benefits Realization System Implementation/Integration Services Strategy <ul><li>Problem Definition </li></ul><ul><li>Business Case Development </li></ul><ul><li>Operations Model </li></ul><ul><li>Project Sizing and Budgeting </li></ul><ul><li>Release Strategy </li></ul><ul><li>Business Process Analysis </li></ul><ul><li>Process Engineering </li></ul><ul><li>Conceptual Design </li></ul><ul><li>Prototype </li></ul><ul><li>System Selection </li></ul><ul><li>Product Evaluation </li></ul><ul><li>Vision </li></ul><ul><li>Business Needs Analysis </li></ul><ul><li>Planning </li></ul><ul><li>Scenario Creation </li></ul><ul><li>Blue Print & Road Map </li></ul>Management Consulting Project Management – PMO Best Practices <ul><li>Functional Specs </li></ul><ul><li>Technical Architecture </li></ul><ul><li>Application Architecture </li></ul><ul><li>Tools Evaluation </li></ul><ul><li>Migration Planning </li></ul><ul><li>Coding </li></ul><ul><li>Unit Testing </li></ul><ul><li>Integration Testing </li></ul><ul><li>Strategy </li></ul><ul><li>User Acceptance Testing </li></ul><ul><li>Training </li></ul><ul><li>Roll Out </li></ul><ul><li>Support </li></ul><ul><li>User Acceptance </li></ul><ul><li>ROI Analysis </li></ul><ul><li>Customer Surveys </li></ul><ul><li>Ongoing Improvement Plans </li></ul><ul><li>Process Audit </li></ul>
  6. 6. Capital Markets and Banking <ul><li>Basel II, Sarbanes Oxley, Anti Money Laundering </li></ul><ul><li>Straight Through Processing/Process Optimization </li></ul><ul><li>Hedge Funds, Prime Broker </li></ul><ul><li>Active Portfolio Management </li></ul><ul><li>Business Rules Structure and Analysis </li></ul><ul><li>Business Process Monitoring and Exception Management </li></ul><ul><li>Market, Credit and Operational Risk </li></ul><ul><li>Pricing, Risk Management and Operations Systems </li></ul><ul><li>Systems Development and Integration </li></ul><ul><li>Margins and Collateral Management </li></ul><ul><li>Institutional CRM </li></ul>Cost and Risk Reduction
  7. 7. Capital Markets Landscape
  8. 8. Issues Over The Last 10 Years <ul><li>Multiple disparate systems </li></ul><ul><li>Numerous workarounds </li></ul><ul><li>Manually intensive processes </li></ul><ul><li>Non-standard P&L calculations </li></ul><ul><li>Manual procedures for enterprise-wide reporting (very labor-intensive) </li></ul><ul><li>Complex and expensive product suite </li></ul><ul><li>Fragile Infrastructure </li></ul><ul><li>Globalization Challenges </li></ul>Essentially, Nothing Has Changed ! The Same Issues Persist Today
  9. 9. Primary Business Drivers <ul><li>Massive pressure to reduce costs </li></ul><ul><ul><li>Falling or flat revenues in core business units </li></ul></ul><ul><ul><li>Create a variable expense structure tied to revenue </li></ul></ul><ul><ul><li>Requirements to do more with less </li></ul></ul><ul><li>Business Continuity Requirements </li></ul><ul><ul><li>Continual process of improving organizational, application and technical infrastructure </li></ul></ul><ul><ul><li>Reduced staff means infrastructure weaknesses highlighted </li></ul></ul><ul><li>Regulatory requirements - increasing </li></ul><ul><ul><li>Patriot Act, AML, OFAC, KYC </li></ul></ul><ul><ul><li>Increased disclosure </li></ul></ul><ul><ul><li>Compliance </li></ul></ul><ul><ul><li>Damage control, post Enron </li></ul></ul>
  10. 10. Generic Target State Outsourcing Candidates Homogenized Functions Discrete Functions
  11. 11. Enterprise Solutions <ul><li>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 </li></ul><ul><li>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 </li></ul><ul><li>MHC provides the vision and execution capability to successfully implement a wide range of Enterprise Solutions </li></ul>
  12. 12. Enterprise Solutions <ul><li>Business Workflow & Process Consulting </li></ul><ul><li>ERP </li></ul><ul><li>EAI (Enterprise Application Integration) </li></ul><ul><li>ETL (Extraction, Transformation & Loading </li></ul><ul><li>Procurement </li></ul><ul><li>Business Intelligence </li></ul><ul><li>Knowledge Management </li></ul><ul><li>Data Mart Construction and Data Mining </li></ul><ul><li>Data Visualization </li></ul><ul><li>CRM </li></ul><ul><li>Web Services </li></ul>
  13. 13. 24/7 - Web Reporting Example
  14. 14. Infrastructure Practice <ul><li>Infrastructure Strategy Assessment, Development and Roadmap </li></ul><ul><li>Infrastructure Architecture </li></ul><ul><li>Pre and Post Merger Assessments & Integration Planning </li></ul><ul><li>Data Center Assessment. Design, & Implementation Management </li></ul><ul><li>Business Continuity and Disaster Recovery </li></ul><ul><li>Technology Relocation and Facility Moves </li></ul><ul><li>Systems Integration, ETL, Middleware deployment </li></ul><ul><li>Security – intrusion detection, security planning and implementation, security assessments </li></ul><ul><li>Operating systems migration, deployment </li></ul><ul><li>Storage Area Networking – Fiber and IP based storage </li></ul><ul><li>Cost assessment, outsourcing and cost reduction solutions </li></ul>
  15. 15. Maximum ROI – The Combined Result <ul><li>STP combined with Ops Risk, CRM and Exception Processing shown as explicit examples, </li></ul><ul><li>and Compliance which is identical to AML structurally, </li></ul><ul><li>Utilizing the same core infrastructure, </li></ul><ul><li>ROI is excellent </li></ul><ul><li>MOST OF THE WORK IS INFRASTRUCTURE! </li></ul>
  16. 16. IT Governance <ul><li>An integrated approach that provides a complete framework of proven PMO best practices </li></ul><ul><li>Uses projected metrics to steer projects and avoid costly mistakes as well as tracking actual project metrics, deliverables and milestones </li></ul><ul><li>Facilitates inter and intra project communications at all levels of project activity </li></ul><ul><li>Provides a centralized mechanism to collect, validate and share organizational IP in both technology and business areas </li></ul>
  17. 17. IT Governance Group Disciplines <ul><li>Capabilities and Standards </li></ul><ul><li>Industry best practices </li></ul><ul><li>Methodology & Processes </li></ul><ul><li>Coaching and mentoring </li></ul><ul><li>Knowledge Management </li></ul><ul><li>Portfolio repository </li></ul><ul><li>Leverage-able assets </li></ul><ul><li>Lessons Learned </li></ul><ul><li>Communications </li></ul><ul><li>Communication campaign </li></ul><ul><li>Internal and External stakeholders </li></ul><ul><li>Strategic and operational </li></ul><ul><li>Capabilities rollout </li></ul><ul><li>Risk Management </li></ul><ul><li>Risk and Issue management </li></ul><ul><li>Scope change management </li></ul><ul><li>Probability and impact assessment </li></ul><ul><li>Stakeholder Alignment </li></ul><ul><li>Corporate and business objectives </li></ul><ul><li>Sponsorship and executive accountability </li></ul><ul><li>Integrate business and IT organizations </li></ul><ul><li>Resource Management </li></ul><ul><li>Plan and estimate effort </li></ul><ul><li>Determine staffing requirements </li></ul><ul><li>Resource allocation and time tracking </li></ul><ul><li>Milestones & Metrics </li></ul><ul><li>Key performance indicators </li></ul><ul><li>Dependency management </li></ul><ul><li>Institutionalize milestone reporting </li></ul><ul><li>Benefits realization </li></ul><ul><li>Financial Management </li></ul><ul><li>Investment expenditure review and approval </li></ul><ul><li>Financial monitoring and control </li></ul><ul><li>Resource cost allocations </li></ul>
  18. 18. Benefits of Using Morgan Holland <ul><li>We provide a dedicated focus on specific projects, allowing client ’ s full-time staff to operate uninterrupted on their normal responsibilities. </li></ul><ul><li>MHC is experienced in managing large scale projects involving capital markets products and services. We have done this before, we can do it again. </li></ul><ul><li>Experienced in complete front, middle and back office functionality and processing requirements. </li></ul>

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