1. CV Services Fall 2010

2. CV Services Fall 2010
2
CCRYSTAL VISION CLIENTRYSTAL VISION CLIENT SERVICE MESSAGESERVICE MESSAGE
How Will Strategic Planning Save Your
Business?
The Crystal Vision Strategic Intelligence Sphere
Business without strategy is the equivalent
of the earth without water and air – lifeless,
barren, and doomed for extinction.
Johnson and Scholes defined strategy as
“the direction and scope of an
organization over the long-term: which
achieves advantage for the organization
through its configuration of resources
within a challenging environment, to meet
the needs of markets and to fulfill
stakeholder expectations". This is why we
exist. Businesses that are serious about
strategy are serious about existing in their
respective marketplace. They take their
operation seriously, customers seriously,
and their strategic mission seriously. Our
competencies are layered within a solution
based strategic framework – formulate the
strategy, execute it with precision, implement the
client’s vision, validate its effectiveness. Without
strategy there is nothing. If it exists, we
will refine. If it there is none, we will build
it. If it is good, we will make it exceptional.
Indecision has destroyed many great businesses. Without a clear
mission statement, organizational growth plan, and strategic
roadmap to effectively navigate on the competitive landscape
companies lacking the recipe for success will wither and fade into
oblivion. Our firm will ensure your organization will not suffer
this fate. We believe that there is a common denominator that can
level the playing field and provides businesses of all sizes and
types with an equalizing force – strategic intelligence. In
conjunction with our proprietary 9-point Client Service Strategy,
we will develop a sustainable pathway for growth customized
specifically for your business. Ideas are generated to address
critical issues, strategy formulated, thoroughly executed, and
precisely implemented. To ensure maximum yield, we validate
the sustainability of the solution through post-implementation
stress testing. We offer smart solutions for companies seeking to
be the best as what they do. Our service offerings are crafted to
optimize your current operating environment. Learn more about
how we could be of service to you and partner in your success.
Our Client Value Proposition
Core Client Services
What We Do
How We Do It
Audit
Risk Management
Project Management
Advisory Services
Lean Six Sigma
Policies & Procedures
Regulatory Compliance
System Integrations
Strategic Planning & Analysis
Business Development
Business Analytics
Staffing & Support
Crystal Vision 9-Point Client Service Strategy:
Understand the Business
Elimination of Waste (Lean)
Extension of the Business
Process Optimization (Six Sigma)
Cost Effective Solution Management
Business Impact Analysis
Risk Assessment & Mitigation
Best-In-Class Process Modeling
Strategic Sustainability
“We are what we repeatedly do. Excellence
then, is not an act, but a habit.” -Aristotle
Solution
Strategy
(How + What + When
+ Who * Cost =
Organizational
Sustainability)
Strategy
Formulation
Strategy
Execution
Strategy
Implementation
Strategy
Validation

3. CV Services Fall 2010
3
Our Services
CV MATRIX CONFIDENTIAL Page 1 of 5 INTERNAL USE ONLY
Capabilities Category Concentration Execution Strategy
Audit • Sarbanes-Oxley 302 & 404
• Financial Statement
• Forensic
• Operational
• Internal Controls
• SAS 70
• Information Technology & Systems
• Fraud
• Anti-Money Laundering
• Anti-Bribery
• Code of Conduct/Ethics
• Patriot Act
• BASEL II
• COBIT
• Accounting
• Finance
• IT
• Operations
• Compliance
• Legal
• Corporate Governance
• Corporate Controllership
• Internal Audit
• Financial Reporting
Problem: Material weakness/deficiency discovered within annual
financial statement audit; misstatement of earnings with luxury goods
company
Approach: Develop customized internal control framework - executed
analytics across 3-years of financial statements, conducted robust
diagnostic (Business Process Owner Q&A), risk assessment, quarterly
control testing for high risk processes, conduct "What Can Go Wrong
Analysis," segregation of duties, management interviews (tone at the
top assessment), resource competency assessment, enhanced existing
accounting policies and procedures to align with firm wide corporate
governance policy
Recommendations: Implement Integrated SOX ERM Model, monthly
financial statement review, in-depth analytics model, accountability
model, monitoring, authorization and approval delegation of authority
Client Value Proposition (CVP): Enhanced Internal Control
Environment, Regulatory Compliance, Organizational Accountability
Risk Management • Enterprise Risk
• Financial Risk
• Regulatory Risk
• Operational Risk
• Risk Monitoring
• COBIT
• Accounting
• Finance
• IT
• Operations
• Treasury
• Operational Risk Management
• Compliance
• Corporate Governance
• Financial Reporting
Problem: Code of Conduct Violation (Embezzlement) at consumer
goods organization
Approach: Analyzed all violations over three year period to analyze
trends/adverse patterns; management interview by diagnostic
questions; data mining.
Recommendations: Developed global operational risk model to
proactively monitor and identify fraudulent activities on a quarterly
basis
Client Value Proposition (CVP): Risk Mitigation, Regulatory
Compliance, Capital Preservation
Project
Management
• Mergers
• Acquisitions
• Divestiture
• Audit
• Six Sigma
• Due Diligence
• Technology Integrations
• Business Development
• Joint Ventures & Alliances
• Accounting
• Finance
• IT
• Operations
• M&A
• Project Management
Organization
• Quality Control
• Information Technology
• Internal Controls
Problem: Unwind $2B credit portfolio from core portfolio within top tier
global consumer bank
Approach: Develop strategic project plan; conduct due diligence;
complete risk impact assessment; prioritize critical processes and
potential control issues associated with divestiture
Recommendations: Create divestiture guidance plan and
documentation; align with key stakeholders; integrate residual process
activities into core operations; eliminate residual waste
Client Value Proposition (CVP): Methodical, consistent, repeatable
approach to launching critical organizational initiatives within pre-
established timelines and budget. Enhanced ROI and yield.

4. CV Services Fall 2010
4
CV MATRIX CONFIDENTIAL Page 2 of 5 INTERNAL USE ONLY
Capabilities Category Concentration Execution Strategy
Advisory Services • Organizational Assessment
• Process Implementation
• Strategy Execution
• Best-Practices
• Enterprise Risk Management
• Business Transformation
• Research
• Capital Spending
• Corporate Strategy
• Transition Management
• Change Management
• Training & Development
• Human Capital Competency
Assessment
• Accounting
• Finance
• IT
• Operations
• Treasury
• Corporate Governance
• Internal Audit
• Quality Control
• Corporate Controllership
• Financial Reporting
Problem: Organizational downsizing with limited contingency planning
Approach: Determine organization value of remaining human capital
Recommendations: Assess human capital competencies by
developing a quantitative performance measurement model to
objectively analyze the effectiveness of all resources; create tangible
scoring methodology and criteria to track performance and develop
critical resources
Client Value Proposition (CVP): Customized Best practice
advisement to yield best in class results; transfer of knowledge.
Lean Six Sigma • Root Cause Analysis
• Failure Mode and Effect Analysis
• Lean Process Management
• Quality Control
• Performance Measurement
• Process Management
• Process Design
• Process Mapping
• Accounting
• Finance
• IT
• Operations
• Manufacturing
• Corporate Controllership
• Quality Control
Problem: Poor execution and cycle time for generating customer credit
decisions; high ratio of decision-based errors within top tier
manufacturing & consumer goods company
Approach: DMAIC Six Sigma Methodology: Define (Identify Problem),
Measure (Measure Performance to Requirements), Analyze (Identify
Best Practices/Assess Process Design), Improve (Design/Implement
New Process and/or System), Control (Review/Monitor Process)
Recommendations: Develop a credit risk analysis model which
incorporates pre-established risk thresholds, decision criteria, and
parameters to eliminate judgmental errors, functional inefficiencies, and
process waste
Client Value Proposition (CVP): Process Efficiency, error reduction,
streamlined credit analysis framework, operational consistency,
improved cost benefit, loss mitigation attributable to bad-debt,
elimination of process waste
Policy &
Procedures
• Financial
• Regulatory
• Compliance
• Operational
• Audit
• Technology
• Whitepapers
• Desktop
• Process Proposals
• Accounting
• Finance
• IT
• Operations
• Treasury
• Information Technology
• Audit
• Corporate Governance
• Internal Audit
• Quality Control
• Corporate Controllership
• Financial Reporting
Problem: Existing policies do not successfully fulfill corporate
governance and regulatory requirements within top tier global bank
Approach: Develop best-in-class, comprehensive policies and
procedures ingrained with internal control focus
Recommendations: Created a policy & procedure development that
incorporates and aligns corporate governance requirements such as risk
management, escalation management, change management,
delegation of authority, segregation of duties, internal controls,
information security, confidentiality, user access of key systems to
compliment core process elements, desktops work instruction, and
process mapping
Client Value Proposition (CVP): Streamlined process documentation
to create streamlined cross functional efficiencies; transfer of
knowledge; centralized process control with a significantly enhanced
focus on corporate governance and audit requirements

5. CV Services Fall 2010
5
Donec
interdum
Pellentesque:
Consectetuer:
CV MATRIX CONFIDENTIAL Page 3 of 5 INTERNAL USE ONLY
Capabilities Category Concentration Execution Strategy
Regulatory
Compliance
• Sarbanes-Oxley 302 & 404
• The Patriot Act
• Anti-Money Laundering
• Anti-Fraud
• Anti-Bribery
• BASEL II
• U.S. GAAP
• IFRS
• Taxation
• Know Your Customer
• The Foreign Corrupt Practices Act
• Accounting
• Finance
• IT
• Operations
• Legal
• Internal Audit
• Compliance
• Corporate Governance
• Treasury
• Corporate Controllership
Problem: Global Employee Code of Conduct program not established
to safeguard against AML, AB, AF, FCPA activities within prominent
consumer goods company
Approach: Develop Code of Conduct policy and annual certification for
80% of exempt employees, contractors, and third party suppliers;
integrate into existing SOX audit model
Recommendations: Develop a web-based training and certification
platform to ensure all required employees receive appropriate COC
training on an annual basis
Client Value Proposition (CVP): Safeguard against adverse legal and
regulatory exposure that may negatively impact a client's operation;
protection of assets; contingent liability management
System
Integrations
• General Accounting & Ledger Systems
• Reporting Systems
• Inventory Systems
• Trading & Execution Systems
• The Foreign Corrupt Practices Act
• Accounting
• Finance
• IT
• Operations
• Internal Controls
Problem: Legacy accounting and general Ledger system chart of
accounts not aligned with new source system
Approach: Obtain general ledger account structures and hierarchies
from both legacy and new source systems; analyze and align; assess
against US GAAP/IFRS requirements
Recommendations: Address critical segments of the Balance Sheet,
Income Statement, Statement of Cash in priority to ensure that data
migration, account structure, and hierarchies are properly mapped
within the new source system; develop a leaner global chart of
accounts; re-evaluate sub accounts structures that are "one-off" biased
Client Value Proposition (CVP): Singular global chart of accounts;
enhanced management reporting capabilities; consistency across all
Strategic Business Unit; simplified consolidation process and regulatory
reporting filing to government regulators (SEC).
Strategic Planning
& Analysis
• Business Impact Analysis
• S.W.O.T.
• Human Capital Management &
Assessment
• Competitive Analysis
• Industry Analysis
• Business Continuity Planning
• Disaster Recovery
• Exit Strategy
• Entry Strategy
• Sustainability
• Accounting
• Finance
• IT
• Operations
• Corporate Controllership
• Financial Planning & Analysis
Problem: New market entry push with limited competitor knowledge
within top tier manufacturing & consumer goods company
Approach: Porter's Five Forces framework for competitive analysis
Recommendations: Develop a Competitor Intelligence System to
execute a structural analysis of the industry to capture the following:
competitive rivalry within the industry, threat of substitutes, threat of
new entrants, bargaining power of customers, and bargaining power of
suppliers.
Client Value Proposition (CVP): Provided a comprehensive
framework to ascertain competitor capabilities relating to product lines,
distribution, marketing & selling, operations, R&D, costs, financial
strength, general management ability, corporate portfolio; created a
definitive "check-point" system to assess probability/feasibility of
successful market entry

6. CV Services Fall 2010
6
CV MATRIX CONFIDENTIAL Page 4 of 5 INTERNAL USE ONLY
Capabilities Category Concentration Execution Strategy
Business
Development
• Business Life Cycle Analysis
• Small Business Development
• Business Planning
• Fundraising
• Capital Management
• Cash Flow Management
• Cost Structure Analysis
• Loan Management
• Non-Profit Development
• Accounting
• Finance,
• IT
• Operations
• Corporate Controllership
Problem: Mid-level service business seeking infrastructure
development guidance
Approach: Four-point plan - Develop a "world-class" business plan +
apply BCG's Sustainable-Growth Model + apply BCG's Experience Curve
Framework + apply McKinsey & Co's Strategic Planning Model
Recommendations: Develop a "world class" business plan that would
rival the best corporations to refine the overall strategic mission (5-10
years); understand both critical financial and operating risks that could
potentially lead to business failure (BCG Sustainability Model); Consider
factors such as labor efficiency, process standardization & improvement,
efficient use of capital (equipment), product (service) design or
redesign (BCG Experience Curve Framework); aggressively manage
strategic planning initiatives - financial, forecast-based, external,
strategic management (McKinsey & Co Strategic Planning Model)
Client Value Proposition (CVP): Improved cost structure, increased
margins, improved cash flows, feasible long-term growth projections,
well-defined strategic framework, in-depth competitor knowledge,
better controls and operational risk environment
Staffing & Support • Accounting
• Finance
• Treasury
• Information Technology
• Operations
• Audit/Internal Controls
• Compliance & Corporate Governance
• Financial Planning & Analysis
• Budget Management
• Project Management
• Leadership
• Accounting
• Finance
• IT
• Operations
• Treasury
• Financial Planning & Analysis
• Compliance
• Corporate Controllership
Problem: Absence of formal Project Management Organization (PMO)
to lead high exposure, critical global initiatives for mid-market
manufacturing and consumer products company
Approach: Lead project initiative on behalf of the client in the absence
of key resources
Recommendations: Manage the initiative through entire project
lifecycle - initiation, planning & design, executing, monitoring &
controlling, closing, implementation
Client Value Proposition (CVP): Effective project management
provided best-in-class quality within project scope, designated timelines
and stringent budget requirements; significant cost savings;
development best practice project management framework

7. CV Services Fall 2010
Crystal Vision
New York | New Jersey | Connecticut
P: 914.844.4752 F: 914.902.5736
Email: clientservice@crystalviz.net
Insightful Strategic Intelligence Servicing Clients With The Attention They Deserve
CV MATRIX CONFIDENTIAL Page 5 of 5 INTERNAL USE ONLY
Capabilities Category Concentration Execution Strategy
Business Analytics • Financial Analysis
• Data Analytics
• Financial Modeling
• Trend Analysis
• Performance Measurement
• Balanced Scorecard
• Forecasting
• Risk & Credit Analysis
• Collections
• Benchmarking
• Data Mining
• Accounting
• Finance
• Treasury
• IT
• Operations
• Manufacturing
• Corporate Controllership
• Operational Risk Management
• Credit Risk
Problem: Corporate restructuring altered corporate mission statement,
customer service proposition, and performance measurement standards
for global pharmaceutical company
Approach: Analyze current strategic plan, financial plan, marketing
plan, operating plan, annual reports, quality improvement programs,
customer analysis, interviews with executives, industry analysis,
competitive analysis
Recommendations: Implement Balanced Scorecard
Client Value Proposition (CVP): Financial- improved operating
income, return on capital, gross margins; Operational - increased
production efficiency, product delivery, quality, cost management;
Knowledge & Technology - implementation of best practices, enhanced
leverage of technologies, protection of critical assets