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Overview of




 © 2012 ElisitSolutions
Our mission


        We provide quantitative, actionable insights
                     through diagnostics
              for business leaders who want to
                  improve business results
                   with existing resources.




2                         © 2012 ElisitSolutions
The knowledge worker is at the heart of everything we do

      Engaged workforces create                            Intrinsic knowledge is found at the
               profits                                                source of work

                                                               People have a vested interest in
          People are honest
                                                                the success of the company

    Leadership and innovation is at                            Collaboration leads to improved
             every level                                                    output



    Every knowledge worker in modern organization is an "executive" if, by virtue of
     his position or knowledge, he is responsible for a contribution that materially
        affects the capacity of the organization to perform and to obtain results.
                       - Peter Drucker in The Effective Executive



3                                     © 2012 ElisitSolutions
Quantified insights have led to powerful results...
    across an enterprise
    Operations    • Insights Identified: Significant bottleneck on first times claims in a dental
                    insurance operation
                  • Resulting Business Process Change: Established a new dental claims
                    operation to adjudicate 70% more claims the first time they come in the system
                  • Impact: Annualized recurring savings of more than $3.2 million


    Engineering   •   Insights Identified: Long manufacturing timeline caused by inefficient
                      processes and lack of clear approval process
                  •   Resulting Business Process Change: Streamlined electrical and
                      mechanical drawings process
                  •   Impact: Production of drawings in 3 weeks instead of 3 months


     Customer     •   Insights Identified: Significant amounts of time wasted on unnecessary
      Service         tasks such as looking for inventory, parts, supervisors and customers
                  •   Resulting Business Process Change: Identified need for new operating
                      model which included part inventory tracking, centralized customer waiting
                      area and improved in-store communication
                  •   Impact: Operational efficiency improved by $2.9M


4                                         © 2012 ElisitSolutions
Quantified insights have led to powerful results…
    across an enterprise
       IT        • Insights Identified: Traditional method of application processing could be
                   streamlined through technology investment
                 • Resulting Business Process Change: Shifted traditional sales and processing
                   channel to the cloud
                 • Impact: Created business case for upgrading technology which saved $3M and
                   increased sales


      Sales      •   Insights Identified: Lack of timely availability and accuracy of information
                     impeded employees from maximizing sales
                 •   Resulting Business Process Change: Information flow revised to get the
                     right information to the right people at the right time
                 •   Impact: Sales increased 12%, generating $1.2M in additional revenue


     Employee    •   Insights Identified: Employees unable to do their job due to lack of the
                     right information 52% of the time
    Engagement
                 •   Resulting Business Process Change: Investments made in process and
                     technology improved information flow
                 •   Impact: Post implementation, company saw a 50% improvement in
                     employee satisfaction with internal communication


5                                      © 2012 ElisitSolutions
Quantified insights have led to powerful results…
across industries

    Government    Insurance                      Manufacturing               Financial

                  Now Genworth Financial
                                                                             Now Bank of America




                                                                                  Retail

    Education
                                                         Power

                                                              Now BP Amoco




6                                    © 2012 ElisitSolutions
Quantified insights have led to powerful results…
around the world




7                         © 2012 ElisitSolutions
Why leading organizations rely on us

                              Quick and
                                Easy
                              Execution




         Licensing
                                                            Engaged
          enables
                                                           Employees
        ongoing use
                                                                              elisit™
                          elisit™ provides                                  Guarantee:
                       quantitative, actionable
                          insights through                                You will identify
                       diagnostics to improve
                        business results with                             benefits at least
                         existing resources                                 4x the cost
                                                          Quantitative
                                                          & Qualitative
        Customizable
                                                           Actionable
                                                              Data




                                 Cost
                               Effective




8                                      © 2012 ElisitSolutions
elisit™ engagement model is comprised of two parts
                                  elisit 1.0                                   elisit 2.0

        Set Up           Inputs            Diagnostic               Insights   Implement


                                    Employee Engagement
    •   elisit 1.0
         • Delivers quantifiable insights into a company’s business processes
             through diagnostics from the people who are closest to the opportunities
             – its employees

    •   elisit 2.0:
         • Implementation of insights identified in elisit 1.0 in collaboration with
             leadership and employees
         • Licensing of elisit platform allows for ongoing measurement and engaged
             employees
9                                          © 2012 ElisitSolutions
Set up begins with alignment

• Scope engagement with
  leadership
• Identify employees
  (knowledge workers)
• Input employee data
• Review detailed elisit
  process manual
• Communicate elisit process
  broadly




     Set Up       Inputs         Diagnostic             Insights   Implement

10                             © 2012 ElisitSolutions
Compiling inputs through facilitation is at the center of
elisit™
 • Facilitate collaborative
   sessions
 • Standardize activities
   with knowledge workers
 • Customize questions
   (time/benefit of quantity)
 • Gain leadership approval
 • Complete beta testing




      Set Up         Inputs       Diagnostic             Insights   Implement

11                              © 2012 ElisitSolutions
Employees provide employee input based on their
individual activities
• Management and
  knowledge workers
  complete online
  diagnostic
• Responses are
  confidential
• elisit platform
  compiles results
  Email invitations are sent
   automatically
  Track % complete & survey status
   online
  Email “reminders” sent to
   incompletes


       Set Up                Inputs     Diagnostic             Insights   Implement

12                                    © 2012 ElisitSolutions
Insights reveal and quantify opportunities
• Quantified opportunities in
  technology, training,
  information, decision making
  and rework
• Output shows dollar
  savings/opportunities or FTEs
• Clients own customized
  reports and access to
  information through elisit
  Analyzer
• Review results



       Set Up      Inputs         Diagnostic           Insights   Implement

13                            © 2012 ElisitSolutions
Deep dive into insights uncover real opportunities
• Identifies dollars lost because of                                 Example of one of hundreds of ways to show results
  rework and gaps in information,                                                            E f f e c t iv e n e s s M e a s u r e s b y C lie n t S e r v ic e s U n it - $ $
  technology, decision making and                                 2 ,5 0 0 ,0 0 0
  other key areas
                                                                                                                        Activity Cost shows total reported cost of employees

• Demonstrates „real‟ cost of                                     2 ,0 0 0 ,0 0 0

  tasks and activities such as
  customer support, developing new
                                                                  1 ,5 0 0 ,0 0 0
  products, processing orders and                                                                             Gaps represent aggregated employee-reported percentage of time
  other key activities to a company’s                                                                         spent to perform tasks multiplied by fully loaded employee cost
  mission                                                         1 ,0 0 0 ,0 0 0


• Enables expense-to-revenue
  comparisons for key activities                                       5 0 0 ,0 0 0

  related to customers, distribution
  channels, products and services
                                                                                     -
  and other comparisons as needed         A c t iv it y C o s t
                                                                                                       C li e n t S e r v ic e s T o t a l

                                                                                                                2 , 2 4 5 ,3 2 5
                                                                                                                                                P o li c y S e r v i c e s

                                                                                                                                                      8 3 6 ,1 8 8
                                                                                                                                                                              C la i m

                                                                                                                                                                             5 6 0 ,0 2 4
                                                                                                                                                                                                   S u p p o r t in g

                                                                                                                                                                                                     5 0 8 ,2 1 5

                                          R ew ork                                                               5 4 4 ,3 3 2                         1 7 4 ,6 2 7           2 3 3 ,2 0 1             2 3 ,0 7 0



• Allows limitless comparisons
                                          In f o G a p                                                           9 4 1 ,8 3 7                         2 8 0 ,6 0 6           2 6 0 ,0 6 4            2 7 6 ,3 8 0

                                          T e c h n o lo g y G a p                                               9 6 0 ,6 3 1                         3 7 3 ,1 1 9           1 8 0 ,9 0 8            2 6 5 ,6 1 9

                                          D e c is io n M a k in g G a p                                         3 2 0 ,8 5 6                         1 1 8 ,7 1 9           1 2 4 ,8 5 6             4 8 ,8 9 5

  and drills downs into tasks,            E m p o w e r m e n t w ith A g e n t s G a p

                                          E m p o w e r m e n t w i t h P o lic y h o ld e r s G a p
                                                                                                                 1 7 1 ,7 6 9

                                                                                                                 1 7 2 ,3 3 1
                                                                                                                                                       8 3 ,0 1 2

                                                                                                                                                       8 8 ,5 1 0
                                                                                                                                                                             6 0 ,0 0 6

                                                                                                                                                                             5 5 ,7 4 6
                                                                                                                                                                                                       4 ,3 1 4

                                                                                                                                                                                                       3 ,6 3 8

  departments, plants, geographies        T r a in in g , K n o w le d g e a n d S k ill s G a p                 3 2 9 ,1 4 0                         1 3 5 ,4 3 5           9 4 ,8 0 2               6 6 ,8 5 9


                                        Note dollars are not additive; they give different views of issues



14       Set Up                Inputs                                    Diagnostic
                                                                      © 2012 ElisitSolutions                                                 Insights                                       Implement
Continued engagement through elisit 2.0

• Client implements using                                          Set Up
  resources of their choosing                                                          Inputs


      • elisit facilitates
        implementation of insights
                                                              Diagnostic
        from elisit 1.0
      • Licensing available for
                                                                            Insights
        ongoing diagnostics and
        employee engagement


                                                                  Implement

        Set Up        Inputs           Diagnostic                     Insights                  Implement

15                                   © 2012 ElisitSolutions
Thought starters
     • What are people doing that they need to be doing? What are people
       doing that they don't need to be doing?
     • What do you need to do to go from “good to great”?
     • Are you confronting the brutal facts of what your organization is good
       at and not so good at?
     • Do you have and support a culture which involves disciplined people,
       disciplined thought and disciplined action?
     • What technologies could you be using more effectively?
     • Are you implementing strategies effectively?
     • How much resources are you losing because of rework, multiple
       touches and lack of decision clarity?
     • What should we start doing, and what should we stop doing?



16                                  © 2012 ElisitSolutions
Contact
     • For more information or to schedule a
       demonstration, please contact
       – David Adams, Senior Partner
       – David.Adams@elisit.com
       – +1 612-802-7404
     • Visit our site at www.elisit.com




17                         © 2012 ElisitSolutions
Appendix




18              © 2012 ElisitSolutions
Testimonials

     I believe your accelerated approach enabled us
     to run our process improvement marathon in
     about one fifth of the winning time. And when we                  You clearly identified our needs in your
     got to the finish line, we were exhilarated, not                  proposal…and you met them all! Your analysis of
     exhausted. All of us were read to do the really                   our operations by your elisit™ process enabled
     important work: implementing the                                  everyone to know who was doing what and how
     recommendations that were so collaboratively                      many improvements could be made. They way you
     developed.                                                        got our employees engaged to solve these
                                                                       problems was truly amazing. You certainly lived up
     Others can accomplish what you did, of course,                    to your pledge of being “accelerated.”
     but I am convinced they cannot compare to your
     speed in reaching the goal, the enthusiastic                      James Daniels, Assistant to the Superintendent,
     momentum created among the individual people                      Danbury Public Schools
     who must do the important work of implementing
     the recommendations, and the return on their
     investment.

     Tom Eilers, President ,World Insurance Company




19                                                      © 2012 ElisitSolutions
Ways leading companies have leveraged elisitTM

•   To find out where the money goes                     •   To establish a common measurement
    They learned exactly what employees were                 system
    spending time (dollars) on, for whom, and for            Examined decentralized, autonomous, just-
    what. No accounting system, even if                      merged, and international locations in depth,
                                                             exactly the same way, regardless of existing
    integrated, does that.                                   rollup. Used to integrate operations and
•   To improve process improvement triggers                  companies.
    Identified the dollar cost of rework, poor           •   To track implementation
    information, IT, duplication, non-customer               Made before and after comparisons.
    focused work.                                            Monitored and confirmed that the planned
•   To complete cost benefit analysis                        results actually happened by using
                                                             elisitTM quarterly, semi-annually or annually.
    Determined quickly whether a Technology
    solution will pay for itself in savings, and
    exactly where those savings would occur.




20                                           © 2012 ElisitSolutions
elisit™ gathers key inputs from employees
Fixed questions such as:                   Specific, custom questions such as:
•Each employee’s real cost                 •     Customers served – real and internal
•Employee demographics                     •     Geographical regions served
•Activities performed                      •     Products/services supported
•Defined processes                         •     Distribution channels value added work
•Rework time                               •     Customer focus
•Information availability                  •     Touch points of work (who, how long)
•Time lost from poor technology            •     Cross training
•Training, knowledge, skills               •     Communication effectiveness
                                           •     Empowerment, Accountability
                                           •     Overall effectiveness
                                           •     Timing



21                                © 2012 ElisitSolutions

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Elisit Solutions Overview

  • 1. Overview of © 2012 ElisitSolutions
  • 2. Our mission We provide quantitative, actionable insights through diagnostics for business leaders who want to improve business results with existing resources. 2 © 2012 ElisitSolutions
  • 3. The knowledge worker is at the heart of everything we do Engaged workforces create Intrinsic knowledge is found at the profits source of work People have a vested interest in People are honest the success of the company Leadership and innovation is at Collaboration leads to improved every level output Every knowledge worker in modern organization is an "executive" if, by virtue of his position or knowledge, he is responsible for a contribution that materially affects the capacity of the organization to perform and to obtain results. - Peter Drucker in The Effective Executive 3 © 2012 ElisitSolutions
  • 4. Quantified insights have led to powerful results... across an enterprise Operations • Insights Identified: Significant bottleneck on first times claims in a dental insurance operation • Resulting Business Process Change: Established a new dental claims operation to adjudicate 70% more claims the first time they come in the system • Impact: Annualized recurring savings of more than $3.2 million Engineering • Insights Identified: Long manufacturing timeline caused by inefficient processes and lack of clear approval process • Resulting Business Process Change: Streamlined electrical and mechanical drawings process • Impact: Production of drawings in 3 weeks instead of 3 months Customer • Insights Identified: Significant amounts of time wasted on unnecessary Service tasks such as looking for inventory, parts, supervisors and customers • Resulting Business Process Change: Identified need for new operating model which included part inventory tracking, centralized customer waiting area and improved in-store communication • Impact: Operational efficiency improved by $2.9M 4 © 2012 ElisitSolutions
  • 5. Quantified insights have led to powerful results… across an enterprise IT • Insights Identified: Traditional method of application processing could be streamlined through technology investment • Resulting Business Process Change: Shifted traditional sales and processing channel to the cloud • Impact: Created business case for upgrading technology which saved $3M and increased sales Sales • Insights Identified: Lack of timely availability and accuracy of information impeded employees from maximizing sales • Resulting Business Process Change: Information flow revised to get the right information to the right people at the right time • Impact: Sales increased 12%, generating $1.2M in additional revenue Employee • Insights Identified: Employees unable to do their job due to lack of the right information 52% of the time Engagement • Resulting Business Process Change: Investments made in process and technology improved information flow • Impact: Post implementation, company saw a 50% improvement in employee satisfaction with internal communication 5 © 2012 ElisitSolutions
  • 6. Quantified insights have led to powerful results… across industries Government Insurance Manufacturing Financial Now Genworth Financial Now Bank of America Retail Education Power Now BP Amoco 6 © 2012 ElisitSolutions
  • 7. Quantified insights have led to powerful results… around the world 7 © 2012 ElisitSolutions
  • 8. Why leading organizations rely on us Quick and Easy Execution Licensing Engaged enables Employees ongoing use elisit™ elisit™ provides Guarantee: quantitative, actionable insights through You will identify diagnostics to improve business results with benefits at least existing resources 4x the cost Quantitative & Qualitative Customizable Actionable Data Cost Effective 8 © 2012 ElisitSolutions
  • 9. elisit™ engagement model is comprised of two parts elisit 1.0 elisit 2.0 Set Up Inputs Diagnostic Insights Implement Employee Engagement • elisit 1.0 • Delivers quantifiable insights into a company’s business processes through diagnostics from the people who are closest to the opportunities – its employees • elisit 2.0: • Implementation of insights identified in elisit 1.0 in collaboration with leadership and employees • Licensing of elisit platform allows for ongoing measurement and engaged employees 9 © 2012 ElisitSolutions
  • 10. Set up begins with alignment • Scope engagement with leadership • Identify employees (knowledge workers) • Input employee data • Review detailed elisit process manual • Communicate elisit process broadly Set Up Inputs Diagnostic Insights Implement 10 © 2012 ElisitSolutions
  • 11. Compiling inputs through facilitation is at the center of elisit™ • Facilitate collaborative sessions • Standardize activities with knowledge workers • Customize questions (time/benefit of quantity) • Gain leadership approval • Complete beta testing Set Up Inputs Diagnostic Insights Implement 11 © 2012 ElisitSolutions
  • 12. Employees provide employee input based on their individual activities • Management and knowledge workers complete online diagnostic • Responses are confidential • elisit platform compiles results  Email invitations are sent automatically  Track % complete & survey status online  Email “reminders” sent to incompletes Set Up Inputs Diagnostic Insights Implement 12 © 2012 ElisitSolutions
  • 13. Insights reveal and quantify opportunities • Quantified opportunities in technology, training, information, decision making and rework • Output shows dollar savings/opportunities or FTEs • Clients own customized reports and access to information through elisit Analyzer • Review results Set Up Inputs Diagnostic Insights Implement 13 © 2012 ElisitSolutions
  • 14. Deep dive into insights uncover real opportunities • Identifies dollars lost because of Example of one of hundreds of ways to show results rework and gaps in information, E f f e c t iv e n e s s M e a s u r e s b y C lie n t S e r v ic e s U n it - $ $ technology, decision making and 2 ,5 0 0 ,0 0 0 other key areas Activity Cost shows total reported cost of employees • Demonstrates „real‟ cost of 2 ,0 0 0 ,0 0 0 tasks and activities such as customer support, developing new 1 ,5 0 0 ,0 0 0 products, processing orders and Gaps represent aggregated employee-reported percentage of time other key activities to a company’s spent to perform tasks multiplied by fully loaded employee cost mission 1 ,0 0 0 ,0 0 0 • Enables expense-to-revenue comparisons for key activities 5 0 0 ,0 0 0 related to customers, distribution channels, products and services - and other comparisons as needed A c t iv it y C o s t C li e n t S e r v ic e s T o t a l 2 , 2 4 5 ,3 2 5 P o li c y S e r v i c e s 8 3 6 ,1 8 8 C la i m 5 6 0 ,0 2 4 S u p p o r t in g 5 0 8 ,2 1 5 R ew ork 5 4 4 ,3 3 2 1 7 4 ,6 2 7 2 3 3 ,2 0 1 2 3 ,0 7 0 • Allows limitless comparisons In f o G a p 9 4 1 ,8 3 7 2 8 0 ,6 0 6 2 6 0 ,0 6 4 2 7 6 ,3 8 0 T e c h n o lo g y G a p 9 6 0 ,6 3 1 3 7 3 ,1 1 9 1 8 0 ,9 0 8 2 6 5 ,6 1 9 D e c is io n M a k in g G a p 3 2 0 ,8 5 6 1 1 8 ,7 1 9 1 2 4 ,8 5 6 4 8 ,8 9 5 and drills downs into tasks, E m p o w e r m e n t w ith A g e n t s G a p E m p o w e r m e n t w i t h P o lic y h o ld e r s G a p 1 7 1 ,7 6 9 1 7 2 ,3 3 1 8 3 ,0 1 2 8 8 ,5 1 0 6 0 ,0 0 6 5 5 ,7 4 6 4 ,3 1 4 3 ,6 3 8 departments, plants, geographies T r a in in g , K n o w le d g e a n d S k ill s G a p 3 2 9 ,1 4 0 1 3 5 ,4 3 5 9 4 ,8 0 2 6 6 ,8 5 9 Note dollars are not additive; they give different views of issues 14 Set Up Inputs Diagnostic © 2012 ElisitSolutions Insights Implement
  • 15. Continued engagement through elisit 2.0 • Client implements using Set Up resources of their choosing Inputs • elisit facilitates implementation of insights Diagnostic from elisit 1.0 • Licensing available for Insights ongoing diagnostics and employee engagement Implement Set Up Inputs Diagnostic Insights Implement 15 © 2012 ElisitSolutions
  • 16. Thought starters • What are people doing that they need to be doing? What are people doing that they don't need to be doing? • What do you need to do to go from “good to great”? • Are you confronting the brutal facts of what your organization is good at and not so good at? • Do you have and support a culture which involves disciplined people, disciplined thought and disciplined action? • What technologies could you be using more effectively? • Are you implementing strategies effectively? • How much resources are you losing because of rework, multiple touches and lack of decision clarity? • What should we start doing, and what should we stop doing? 16 © 2012 ElisitSolutions
  • 17. Contact • For more information or to schedule a demonstration, please contact – David Adams, Senior Partner – David.Adams@elisit.com – +1 612-802-7404 • Visit our site at www.elisit.com 17 © 2012 ElisitSolutions
  • 18. Appendix 18 © 2012 ElisitSolutions
  • 19. Testimonials I believe your accelerated approach enabled us to run our process improvement marathon in about one fifth of the winning time. And when we You clearly identified our needs in your got to the finish line, we were exhilarated, not proposal…and you met them all! Your analysis of exhausted. All of us were read to do the really our operations by your elisit™ process enabled important work: implementing the everyone to know who was doing what and how recommendations that were so collaboratively many improvements could be made. They way you developed. got our employees engaged to solve these problems was truly amazing. You certainly lived up Others can accomplish what you did, of course, to your pledge of being “accelerated.” but I am convinced they cannot compare to your speed in reaching the goal, the enthusiastic James Daniels, Assistant to the Superintendent, momentum created among the individual people Danbury Public Schools who must do the important work of implementing the recommendations, and the return on their investment. Tom Eilers, President ,World Insurance Company 19 © 2012 ElisitSolutions
  • 20. Ways leading companies have leveraged elisitTM • To find out where the money goes • To establish a common measurement They learned exactly what employees were system spending time (dollars) on, for whom, and for Examined decentralized, autonomous, just- what. No accounting system, even if merged, and international locations in depth, exactly the same way, regardless of existing integrated, does that. rollup. Used to integrate operations and • To improve process improvement triggers companies. Identified the dollar cost of rework, poor • To track implementation information, IT, duplication, non-customer Made before and after comparisons. focused work. Monitored and confirmed that the planned • To complete cost benefit analysis results actually happened by using elisitTM quarterly, semi-annually or annually. Determined quickly whether a Technology solution will pay for itself in savings, and exactly where those savings would occur. 20 © 2012 ElisitSolutions
  • 21. elisit™ gathers key inputs from employees Fixed questions such as: Specific, custom questions such as: •Each employee’s real cost • Customers served – real and internal •Employee demographics • Geographical regions served •Activities performed • Products/services supported •Defined processes • Distribution channels value added work •Rework time • Customer focus •Information availability • Touch points of work (who, how long) •Time lost from poor technology • Cross training •Training, knowledge, skills • Communication effectiveness • Empowerment, Accountability • Overall effectiveness • Timing 21 © 2012 ElisitSolutions