Management Consulting Slide Deck for 10 person specialized boutique accounting firm.

1. Business Management Consulting Proposal Rand/Webster Marcelo Alterman 416 894 5930 CLIENT May 13, 2010

2. Scope 3 Overview 5 Engagement & Process 6 Billing 7 Admin Performance Management 8 Monitoring Associate Time 9 Associate Performance Management 10, 11 Associate Time Management 12, 13 Quality Control 14 Account Receivables 15 HR, Privacy 16 Managing the Business 17 Resources & Professional Fees 18 Next Steps 19 Contents

3. Scope The partners enumerated the following in-scope areas: 3 Improving Associate Time Management Billable Time reports & work management HR Documentation Privacy Policy Sick leave Legally defensible HR documentation Technology Optimization Associate Education Compensation Analysis Performance based Cost Controls Office supplies, lease/own options WIP/write-offs and A/R Collections/ AP-AR Rules Monitoring Admin staff Admin staff time management and reporting Quality Control Work product QA processes, checks and balances

6. The partners at Client are individual contributors, business developers, ee mentors and business managers.

7. Many of the current business processes need re-working to accommodate the current and future business direction. These areas include:

8. Billings, accounts receivable and collections

9. HR - Basic Organizational development, Performance Management, Compensation, training & development

10. Business management – business data and analysis, quality control, cost controls The objective of this set of projects is to standardize and formalize business practices in order to increase employee productivity and engagement, improve services, provide business intelligence, lower risk and increase profit. 5

12. Clearly defining and communicating the expectations down to the Admin level.

13. Commitment to the processes that are put in place, including the management and audit of the processes by the partners.

14. Meeting Expectations of partners The in-scope areas for analysis and evaluation touch on every aspect of the business. Our suggested approach is to divide the project into discrete sub-projects. Each sub-project area has been chosen with the view to discrete analysis, process creation, implementation and delivery. This approach is engineered to provide CLIENT the opportunity to prioritise the sub-projects and monitor complete sub-project results. apValuation will be gauging nine discrete project results over time, giving CLIENT maximum control over the management consulting program.

17. See Billing Slide

18. Creating work description document with expectations

19. Including sick days and lateness policy and reporting process

23. Looking to re-work the WIP report

24. To add a break out for vacation/sick days/ exams

25. To add profitability analysis

26. Re-work WIP analysis ratios and targets, add Ave. Associate comparison

27. Comprehensive total WIP report for all Associates

28. Create trend analysis information on monthly reports

29. Create year-to-date reporting

30. Creating policies on Billing information access and distribution, See Employee Engagement Complexity: Moderate – 3-4 days Monitoring Associate Time 9

33. Studying a plan similar to associate X, working with bonuses based on performance

34. Creating a communication strategy and delivering the plan.

35. Creating and presenting the monthly billing reports associated with the performance plan to the associates (see Billing Slide)

36. Process to deliver report to all associates on a per month basis.

37. Matching the compensation plan to the overall performance management plan. 10

39. Create work descriptions that include the professional behaviour and technical knowledge to be expected at a minimum, Jr., Int. and Sr. Level. Include paths for reaching these goals, such as:

40. CVB, Other courses, Specializations

41. Analysis and creation of a performance management process that is fair and consistent.

42. Use the time/billing monitoring reports as a performance management tool (see Monitoring Associate Time Slide)

43. Analysis and creation of a performance management process that is fair and consistent.

44. Create performance rating system to capture areas in need of performance improvement and create a template for the partners to use to help the ee close the gap between desired results and actual results.

45. Form an action plan to foster a positive environment, work enjoyment, ethics and good peer/staff relations leading to employee engagement and better business results. Complexity: Moderate - 4 - 5 days 11

47. Timelines

48. Simplification

49. Top-level

50. Investigate check list creation

51. Setting deliverables with dates on all work product

52. Creating status report system

53. Allowing partners to see all task, work-in-progress, time-lines and deliverable dates .

54. Working from a common scheduling and tasking form.

55. Creating engagement rules regarding project/task urgency.

56. To provide associates with uninterrupted block times during the day 12

58. Looking at low-value work that can be handed to Admin or Jr. Personnel

59. Photocopying and saving emails

60. Basic technical analysis

61. Creating rules on what work is sourced, when and to whom

62. Facilitating knowledge share to reduce duplicate effort

63. Creating a file index system on complex research topics for closed files

64. Excel or searchable Sharepoint tags

65. Quick and simple searchable library

66. Templates

67. Creating set templates with paragraph options

68. Avoids everyone having their own

69. Easier to cut and paste

70. Common language and style

71. Library

72. Organizing library and adding sign-off pad Complexity: Moderate – 4-5 days 13

74. Creating a system of review that complies with acceptable QC practices but is not cost prohibitive

75. Explore file check-lists

76. Implement review system and review Complexity: Moderate – 1-2 days A2212 14

78. Policy on retainers, percent ask, and communication to client of new retainer requirements

79. Policy on work completed to billed monthly , if more than x

80. Create rules on exceptions and agree on A/R process for each exception

81. Policy on client messaging/collections/escalation process

82. Create billing and structured A/R policy framework/process and, train & implement.

83. Analyse current customer communication of A/R message at each stage of the process

84. Work on implementing an effective, repeatable process

85. Create reports to monitor aging, retainers, balance of accounts and summaries for general approach and exceptions

86. Conduct trend analysis

87. Plug A/R data into profit analysis Complexity:Moderate - 4 - 5 days 15

90. Creating a privacy policy that fits the apValuation business

91. Research and conduct privacy policy base lining

92. Work on creating the policy, communicating the policy and review business processes to ensure compliance Complexity: Moderate - 3- 4 16

94. Investigate creating a dashboard with key KPIs and work with partners on defining the KPIs they need to understand their business

95. Can include profitability analysis per engagement

96. Total Billable hours per month to monthly target, year total to date

97. Associate availability and work-in progress

98. A/R

99. Trend graphing Complexity: Moderate - 4 - 5 days 17

100. Resources & Professional Fees Resources: In addition to the consulting resource, the project requires that CLIENT make available their admin employees as they are necessary resources in the completion of the projects. Professional Fees: 18

101. Next Steps Meeting with partners to review the proposal with a view to creating sub-project priorities and reviewing scope and, the definitions of service Creating and setting a timeline for delivery of the sub-project Begin analysis, create processes, present to partners, implement and train on sub-project Meeting with partners to review the next sub-project for scope and the definitions of service 19 Priorities Timelines Analysis & Implementation Priorities

102. Q & A 20 Thank You! Rand/Webster Marcelo Alterman 416 894 5930