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Investment Banking
Operational Framework
Including Revenue
Generation
Middle Office Back OfficeFront Office
Markets
Revenue Generation
• Risk control
negotiations
verifications
• Following
of Portfolios
• Text here
• Text here
Investment
Banking
• Advising on
• Mergers &
acquisitions
• Fund
raising
strategies
• Text here
• Text here
Market
Making
• Sales
Trading
• Research
structuring
• Text here
• Text here
• Administrative
functions
• Book keeping
payment orders
operational
• Control
Reporting
• Text here
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3. Markets
Front Office Middle Office Back Office
Market
Making
Revenue Generation
Risk control
negotiations
verifications
Following of
Portfolios
Text here
Text here
Advising on
Mergers &
acquisitions
Fund raising
strategies
Text here
Text here
Sales
Trading
Research
structuring
Text here
Text here
Administrative
functions
Book keeping
payment orders
operational
Control
Reporting
Text here
Text here
Investment
BankingInvestment Banking
Operational Framework
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4. IT Operational Framework Including Configuration Management
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• Identify impact
• Update hardware
• Update software
• Your text here
Evolve Infrastructure
• Develop guidance
• Monitor and measure
• Develop operational matrix
• Your text here
Govern IT Operations
• Generated specifications
• Document dependencies
• Your text here
Manage Configurations
• Security
• Facilities
• External services
• Your text here
Manage Infrastructure
• Random disaster simulation
• Random problem simulation
• Your text here
Mitigate Disasters
• Backup
• Restore
• Configure
• Your text here
Run Solutions
IT
Operations
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IT Operational Framework Including Infrastructure Management
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IT
Operations
Run Solutions
▪ Backup
▪ Restore
▪ Configure
▪ Text Here
▪ Allocate resources
Manage Infrastructure
▪ Cloud
▪ Security
▪ Text Here
▪ Facilities
▪ Text Here
▪ External Services Controlled Software
Manage Configurations
▪ Executable Specifications
▪ Generated Specifications
▪ Document Solution dependencies
▪ Text Here
Evolve Infrastructure
▪ Identify impact
▪ Text Here
▪ Update hardware
▪ Text Here
Mitigate Disasters
▪ Random disaster simulation
▪ Random problem simulation
(Chaos Monkey)
▪ Scheduled disaster Simulation
▪ Text Here
▪ Text Here
Govern IT Operations
▪ Develop guidance
▪ Monitor and measure
▪ Text Here
▪ Develop operational metrics
▪ Text Here’
▪ Infrastructure audits
6. Marketing Operational Framework Including Product Strategy
6
External Analysis
Social
Technological
Economic
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Customer Experience
Acquisition
Retention
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Sales Model
Sales Tools
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Lead Generation
Lead Nurturing
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Go-to-market
Product Strategy
Thought Leadership Text Here
Social Media Social
Monitoring
Text Here Branding
Outbound Marketing
Event Text Here
Campaigns Telemarketing
Text Here Sponsorships
Product Strategy
Vision
Text Here
Roadmap
Buyer/User Personas
Text Here
Competitive Analysis
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Pricing
Feedback
References
Surveys
User Groups
Text Here
Text Here
Web Analytics
Interviews/Visits
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7. 7
Inputs
• Men
• Material
• Capital
• Text Here
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Transformation
Process
• Product Design
• Process Planning
• Production Control
• Text Here
Output
• Products
• Services
• Text Here
• Text Here
Continuous
• Inventory
• Quality
• Text Here
• Text Here
Production Operational Framework Including Transformation Process
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8. Retail Business Operational Framework Including Hiring and Training
8
• Targets
• Metrics
• Your text here
Scorecard
• Sales skills
• Leadership
• Performance management
• Your text here
Training
• Performance
evaluation
• Your text here
Staff Evaluation
• Company
• Store
• Your text here
Standards
• Monetary
• Non monetary
• Your text here
Compensation
• Interview skills
• Your text here
• Your text here
Hiring
• Personal growth
• Ladder framework
• Your text here
Promotion
• Customer experience
• Performance
• Your text here
Culture
Operational
Framework
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9. Retail Business Operational Framework Including Staff Evaluation
9
Scorecard
• Targets
• Metrics
• Your text here
Standards
• Company
• Store
• Your text here
Compensation
• Monetary
• Non monetary
• Your text here
Culture
• Customer experience
• Performance
• Your text here
Promotion
• Personal growth
• Ladder framework
• Your text here
Hiring
• Interview skills
• Your text here
• Your text here
Staff Evaluation
• Performance evaluation
• Your text here
Training
• Sales skills
• Leadership
• Performance management
• Your text here
Your
Text Here
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10. Sales Operational Framework Including Policy Creation
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Policy Creation
02
Process
Optimization
03
Data and Tech
Management
05
Sales
Enablement
04
Strategy &
Planning
01
Performance
Analysis
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• Assign role
responsibilities
• Manage rules
of engagement
• Your text here
• Re-Route leads
• Define and
manage
customers
• Your text here
• Data governance
• Integrity
• Maintain
tech tools
• Your text here
• Evaluate training
needs
• Teach tactics
• Reduce
ramp time
• Your text here
• Team and
territory
planning
• Set targets
& quotas
• Your text here
• Forecast sales
• Create and
track key
metrics
• Your text here
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11. Sales Operational Framework Including Strategy and Planning
11
Strategy & Panning
• Team and Territory Planning
• Set Targets & Quotas, Roles and
Capacity
• Text Here
Process Optimization
• Text Here
• Define and Manage Customer
Touchpoint and Orders-of-Ops
• Text Here
Data and Tech Management
• Text Here
• Maintain Tech Tools (e.g. CRM Admin)
• Text Here
Policy Creation
• Text Here
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Performance Analysis
• Text here
• Create and Track Key Metrics
Analyze Whitespace
• Text Here
Sales Enablement
• Evaluate Training Needs
• Teach Tactics and Provide
Information Reduce Ramp Time
• Text Here
01 03 05
060402
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12. Thank You
Address
# street number, city, state
Contact Number
0123456789
Email Address
emailaddress123@gmail.com
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