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Charles Bayless

 Details on Roles
Roles
Role: North America Alliances and Capgemini Technologies Leader                         Start Date: April 2004

Location:     Based in Atlanta, Georgia                                                 End Date:      December 2005


                     Situation                                                                                  Actions

   Individual alliance teams run separately by          Consolidated all alliance activities into a single business effective January 1, 2005
    different parts of the business                      Established common measurement system endorsed by Capgemini leadership
   No consistent performance measurement                Instituted weekly call for reviewing progress against goals, sharing leading practices, and building practitioner
   Unmeasured results                                    community
   Poor or no business arising from partner             Led critical sales opportunities
    relationships                                        Established a central financial function responsible for tracking and reporting all funds, budgets, results, etc.
   Significant portion of partner funds being           Developed, communicated and deployed a common alliances strategy involving extensive meetings and
    invested in activities with no commercial             coaching with individual alliance partners as well as internal stakeholders
    consequences
                                                         Established a central program management office for all alliance initiatives to ensure standardization and
   Declining Technology sales impacting Capgemini        effective communication
    Technologies results (missed H12004 budget by
    60%)
                                                         Established a taxonomy of alliance relationships applied to all partners resulting in dramatic reduction of
                                                          alliance partners but increased results (and visibility) of remaining partners
   Little to no multi-partner efforts
                                                         Instigated review of compensation and initiated effort to establish common performance plan
   Inconsistent and inappropriate compensation
                                                         Closed down numerous alliance investments and redirected to priority initiatives to ensure improved
    and reward models across the different teams
                                                          sponsorship and results
   No matching of investment in teams with results
    achieved
   No visibility on number and nature of alliances
   No alliance personnel career path established
                                                                      Achievements                                                      Results

                                                         Commercial and auditable results                     2005
                                                          measurement system in place                                 Hard Dollar Investments - $21m
                                                         Rationalized investment priorities                          GOP: $8.4m
                                                         Common alliance strategy communicated                       Net New Bookings - $210m (35% of SBU)
                                                          and adhered to with all partners
                                                                                                               No turnover in core alliance team
                                                         Single alliances team with established
                                                                                                               Capgemini Technologies GOP up 40%
                                                          career paths
                                                         Alliances acknowledged as core to growth
                                                                                                               80% reduction in nominal alliances
                                                          strategy
Roles
Role: North America Ernst & Young Alliance Leader                                          Start Date: June 2003

Location:      Based in Atlanta, Georgia                                                   End Date:         March 2004


                       Situation                                                                                   Actions

   The alliance relationship had declined as a              Negotiated settlement on disputed contracts
    channel to market from $250m in annual                   Instituted quarterly account planning session to identify common accounts where we could jointly be
    bookings in 2000 to $40m                                  successful based on client opportunities and other factors
   High and continuing attrition of Capgemini VPs           Spearheaded selected pursuits and publicized results in order to increase recognition within both firms of the
    that were former Ernst & Young partners                   magnitude of the commercial opportunity.
    represented a material but unintended
    disengagement between the respective parties
                                                             Instituted monthly goal of reconnecting 20 respective account managers to explore for joint opportunities

   Portfolio of qualified joint opportunities close to
                                                             Re-established periodic executive review sessions to obtain sponsorship and commitment
    non-existent                                             Refreshed portfolio of joint service offers and launched campaigns around priority offers (ex. Business Process
   No structured go-to-market activities
                                                              Outsourcing, Tax Effective Supply Chain, etc.)

   Sarbanes-Oxley legislation both significantly
                                                             Established a monthly global call on TESCM opportunities
    disrupting the partners business model as well           Revised measurement system to focus on true commercial consequences and reprioritized portfolio of
    as putting heightened constraints on the types of         opportunities based on the new criteria (killing off most of the existing portfolio)
    activities which we might collaboratively pursue         Established a prioritization of Sectors and Service Lines and instituted a structured program for introducing
   High Capgemini executive and VP turnover                  and facilitating discussion of opportunities between peers in the firms
    creating issue with partner                              Established a communication program to enable Capgemini Sales Executives to connect with an appropriate
   Large volume of disputed invoices and contracts           party at Ernst & Young on transactional opportunities
    with potential litigation consequences
   Sarbanes-Oxley and SEC requirements prevent
    any sort of financial considerations between the
    firms, creating additional complexities beyond                       Achievements                                                    Results
    those normal for an alliance
                                                             Open dialogue re-established between                2004 annual bookings of $100m, 125% increase on 2003
                                                              executives of the respective firms, allowing        Critical role played by Ernst & Young in largest ever
                                                              for improved focus                                   Capgemini contract (BPO outsourcing)
                                                             Significant re-engagement between the
                                                              two firms at the mid-management and the
                                                              sales levels
                                                             Pipeline of opportunities repopulated
                                                              based on joint service offers
Roles
Role: North America International Sales                                                       Start Date: January 2003

Location:      Based in UK                                                                    End Date:        June 2003


                       Situation                                                                                      Actions

   Having undertaken a global services firm merger            Initiated sectorial review of accounts in all geographical business units to identify those with whom we truly
    in part based on improved capability to support             had executive level business relationships
    major global pursuits and synergies from serving           Identified those existing accounts where there were opportunities to increase win rates and size of deals by
    the same client in multiple geographies, after two          cooperating across geographic boundaries
    and a half years, we were still selling strictly at a
    regional/national level.
                                                               Worked with local pursuit teams to muster global resources and relationships likely to increase probabilities of
                                                                winning selected opportunities
   No single view of our market existed in terms of
                                                               Compiled a global list of companies with revenues greater than $1bn including contact details, operating
    accounts and their operating divisions across the
                                                                divisions by geography, etc.
    globe.
   American sales were in free fall with greater than
                                                               Identified from that list those with whom we had worked in the past but had no existing relationship as
                                                                additional targets for consideration
    double digit percentage declines for more than
    eight quarters                                             Developed a prioritized list of target companies with proposed solution portfolio
   Serial RIFs in the American Business Unit                  Prepared briefing document on initial target list and launched campaign with US Sector Leaders to solicit
    increased the challenge of focus                            support to initiate pursuits
                                                               Worked with initial teams to qualify opportunities




                                                                            Achievements                                                      Results

                                                               Created portfolio of qualified opportunities         $25m in new North America bookings originated from this
                                                               Global market list of potential clients with          opportunity-creation exercise, all in green-field accounts
                                                                commercial history                                    where we did not initially have any work
                                                               Raised awareness among Americas
                                                                Sector leaders of potential to leverage
                                                                relationships offshore to sell to onshore
                                                                divisions
Roles
Role: Global Consumer Products & Retail Leader                                         Start Date: July 2002

Location:      Global, based in UK                                                     End Date:      December 2002


                      Situation                                                                               Actions

   44% Decline in sector bookings in H1’02                Direct discussions with each country to confirm managed accounts, confirm sector experts (as well as clarify
    compared to H1 ’01 (E293m vs. E526m)                   roles and responsibilities), and identify sector specific service offerings
   Strong retail accounts and teams in NA and             Reassigned a number of Global Strategic Unit (GSU) resources to support major deals and facilitate inter-
    Europe but little coordination                         country codependency as a precursor to teamwork
   Numerous sector specific offerings in limited          Participated in numerous pursuits either local big deal or Global (Unilever, BAT, Ahold, Richemont, COOP
    number of geographies                                  Sweden, etc.)
   Poor results from Globally managed accounts            Connected with most alliance partners to begin to rationalize and leverage relationship beyond single
    (12% decline)                                          geographies (SAP, Siebel, HP, Intel, Lawson, CISCO, etc.)
   Significant big-deal pursuit coordination issues       Sponsored three major initiatives to maintain global POV momentum and branding (Extended Retail Solution
    within Europe                                          (ERS), RFID, and Global Commerce Initiative)
   Little leveraging of alliance relationships            Assigned an individual to lay the groundwork for a global Retail community (Sharepoint, processes,
   Little industry relationship coordination across       knowledge clearing house, etc,.)
    countries and continents                               Time invested with CPR Global resources regarding career management and role effectiveness
   Poor clarity and communication about managed           Time invested resolving inter-country role issues to improve pursuit effectiveness
    accounts versus transactional clients
   Significant data integrity issues regarding
    pipeline and funnel
   Incomplete knowledge of sector members

                                                                      Achievements                                                   Results

                                                          Rationalized and better aligned alliance          H2 bookings up 30% on H2 2001 (increased to E158m vs
                                                           relationships                                      E121m)
                                                          Increased cross-country pursuit support           Aligned ERS initiative with first sales booked
                                                          CPR Global team motivated and refocused           Big deal pursuits launched in GSU accounts
                                                          Maintenance of pipeline in affected               First bookings achieved with GCI initiative
                                                           accounts despite RIF program disruptions          No unplanned team turnover
                                                          Beginning of constructive engagement
                                                           with French team
Roles
Role: CPRD CRM and Ciberion Sales Support                                               Start Date: January 2002

Location:     Global, based in Australia                                                End Date:         June 2002


                     Situation                                                                                   Actions

Ciberion                                                  Identified and connected with each country CRM service line to identify Sector opportunities and accounts
 Commitments made to BAT in the establishment            Connected with Sector leaders as appropriate to discuss prioritization of opportunities
   of Ciberion clearly not being delivered thus           Sponsored ECR initiative and conference presentations
   putting at risk both the Ciberion JV and the
   account relationship with BAT
                                                          Siebel conference sponsorship and participation
   Commitments were to both assist in the sales
                                                          SAP conference sponsorship and participation
    process and for CGE&Y to serve as a channel to        Sponsored deployment of new global CRM service offer of Consumer Relevancy
    market.                                               Ciberion sales process reengineering with new Ciberion VP of sales
   In the first 18 months, there were no sales           Supported joint Capgemini/Ciberion pursuits in various accounts
    through CGEY and no pipeline of opportunities


CRM
   Anticipated boom in CRM sales in the sector
    believed to require strong element of
    sectorization
   Global CRM sales in fact plunged
   Patchy CRM coverage globally anticipated to put
    at risk early successes in the sector thus
    requiring better global leveraging and
    coordination                                                      Achievements                                                    Results

                                                         Ciberion sales process completely                     CRM sales increased by 28% in sector versus Group CRM
                                                          reengineered                                           decline of 16%
                                                         Ciberion portfolio of qualified opportunities
                                                          repopulated
                                                         Consumer Relevancy service offer
                                                          deployed into multiple accounts in EMEA
Roles
      Regional Sector Leader – Asia Pacific CPRD & LSC
Role: (Regional Account Manager Coca-Cola)                                                Start Date: January 2000

Location:     Asia Pacific Region, based in Australia                                     End Date:        December 2001


                      Situation                                                                                  Actions

   No regional Sector team                                  Increased focus on outsourcing and shifting work in the sector from Europe and North America into the
   Little Sector presence outside of Coca-Cola (total       Indian off-shore facility
    bookings in 2000 – E25m)                                 Brought focus to big deal opportunities
   Only one Life Science client and that with a             Increased focus on connecting local pursuit and account leaders with global counterparts (e.g. Unilever, J&J,
    problematic regional SAP implementation                  GSK, Astra Zeneca, Exel, etc.)
   Regional move away from accounts and multi-              Connected local pursuit teams with account teams in the HQ countries (e.g. Gambro, Marks & Spenser,
    country (i.e. big) deals                                 Kimberly Clark, etc.)
   Disruptions to projects, pursuits and accounts           Led initial client meetings to qualify opportunities (e.g. AMCOR, P&G, Cochlear, etc.)
    from local and regional RIFs, many                       Initiated client discussions about existing quality of service issues in order to resolve
    unannounced attendant to E&Y Consulting
    merger with Capgemini
                                                             Significant amounts of time spent working with local management to ensure adequate pursuit coverage
   Patchy local service line (SL) capabilities
                                                             Launched monthly newsletter for sector team to improve opportunity awareness, collaboration, and general
                                                             industry knowledge
   Frequent misalignment between account centric
                                                             Sponsored a number of research projects as well as out-of-region SME presentations to increase industry
    goals and Region management and Local
                                                             awareness within the region
    management
                                                             Piloted sector-focused Service Line offering campaigns (e.g. E3 in Australia)
                                                             Established processes and practices to support a virtual regional team


                                                                        Achievements                                                     Results

                                                            Five new multi-year, multi-million accounts        100% Growth in bookings
                                                            Significant penetration into seven global          Though only the third largest sector by bookings, largest
                                                             accounts with first-time work in AP                 sector by gross contribution
                                                            First major off-shoring of Applications            Gross contribution margin 30% greater than the regional
                                                             Management work with M&S                            average
                                                            Doubled business with half the existing            Zero unplanned turnover among regional team despite
                                                             resources                                           hostile internal environment
                                                            Avoided client litigation and negotiated           CPRD/LSC provided 65% of the work for the start-up Indian
                                                             partial payment                                     Accelerated Development Center
Roles
      Regional Account Manager Coca-Cola, Ad hoc practice
Role: management roles for Australia                                                        Start Date: September 1998

Location:      Regional, based in Australia                                                 End Date:      December 1999


                      Situation                                                                                     Actions

   Account dependent on one single deal in                   Established local account teams in the three locations with likely revenue sufficient to justify (Japan,
    Australia (Y2K)                                           Australia, Southeast Asia SEA)
   Minimum number of sales elsewhere in the                  Spent considerable time establishing financial reporting mechanism across a dozen different practices to
    region                                                    have visibility into the sales funnel and the revenue burn as well as indicative information about profitability.
   Japan sales had declined to the low hundreds              Opened direct client negotiations in the Philippines to resolve outstanding delivery issue
   Transactional sales in the region either loss             Initiated sales campaigns through local service lines with those locations not warranting account teams
    making or uncollected                                     (India, China, Hong Kong, Korea, Philippines and Indonesia)
   No executive relationships at the local or regional       Launched long-term Applications Management (AM) pursuits in Japan and Australia
    level                                                     Heavy involvement with Japan and Australia account managers to repopulate and diversify the funnel of
   No qualified pipeline                                     opportunities
   Y2K project loss making                                   Led numerous regional transactional pursuits in local bottlers
   Potential litigation from troubled project 2 years        Activated key alliance relationships with IBM and SAP
    prior in the Philippines                                  Established Ernst & Young audit joint planning sessions in SEA, Australia, and China
   Contract exposure on the Y2K project (ex. No              Opened client executive channels of communications
    rate escalation clause for a multi-year contract)




                                                                          Achievements                                                       Results

                                                             Self sustaining account teams in Japan               Largest client in the Region returned to profitability at
                                                              and Australia with multi-million annual               regional average
                                                              sales                                                Only Bottler managed account in the world
                                                             Regional team with collaboration across              Largest part of the Coke account outside NA
                                                              countries
                                                                                                                   First (globally) e-commerce job with Coke, first (globally)
                                                             Collected and or wrote off all outstanding            AM deal with Coke
                                                              invoices
                                                                                                                   Successful delivery of Y2K job
                                                             Resolved threatened litigation with no
                                                                                                                   Maintained bookings flow despite Y2K freeze
                                                              financial exposure
Roles
Role: COO Australian Management Consulting                                               Start Date: February 1997

Location:      Local, based in Australia                                                 End Date:      August 1998


                      Situation                                                                                Actions

   Business Unit (BU) loss of 12%                           Instituted weekly sales call to better manage pursuit prioritization and staffing.
   Zero bookings growth                                     Implemented sales and account training
   Utilization in the mid 40s                               Established service lines with existing employees as service line leaders
   Extraordinarily poor forecasting                         Intensive individual coaching of Senior Managers and Partners for the first twelve months
   Inter-city practice rivalry (Melbourne-Sydney)           Instituted Sectors. Led Energy Sector. Account manager for a new Telecom account
    substantially impacting sales                            Culled contractor usage to replace with beach resources
   No stated strategy or business model                     Selective counseling-out of non-performers or individuals with behavioral issues
   No established business processes                        Substantially increased volume of training and better aligned with needs
       Sales                                                Redesigned the recruiting process and heavy involvement in interviewing in order to raise the game with new
          Staffing                                          intake
          Recruitment                                       Completely reengineered both the performance management system and the bonus system in order to make
         Performance management etc.                        it transparent and fact based
   No service lines or account management                   Culled client list from 194 to 78 to free up time for more significant pursuits
   High employee turnover                                   Sold off non-core business lines in an MBO
   Average deal size in the low five figures                Closed one of the three offices but transferred all volunteers to Sydney and Melbourne
   Only one client with a relationship greater than a
    year
   Asia Meltdown crisis of 1997
                                                                        Achievements                                                  Results

                                                            Established account focused business             Bookings growth of 60%
                                                             model with supporting service lines              In 16 months moved from ANI of –12% to +8%
                                                            Engineered/Re-engineered all internal            Average bookings moved into low six figures
                                                             processes
                                                                                                              Average account size moved to A$750k
                                                            Established team-selling
                                                                                                              Unplanned employee turnover lowered from 35% to 12%
                                                            Replaced hierarchical organization with
                                                                                                              Practice utilization moved to low 70s
                                                             team culture
                                                            Achieved practice self-confidence
Roles
      Southern Company and BellSouth Consumer
Role: Division Account Manager                                                       Start Date: October 1995

Location:     Local, based in Atlanta                                                End Date:         February 1997


                      Situation                                                                               Actions

Southern Company                                         Southern Company
 Atlanta headquartered Fortune 500 company              Six months spent building relationships with executives in key divisions (breakfast seminars, CBI sessions,
  with whom we had only intermittent projects over       etc.)
  the years and no managed account relationship          Marketing campaign around discrete “wedge” offers
   Client had a ten year established relationship         SCM
    with Andersen/Accenture
                                                           Strategic planning
                                                           Nuclear review, etc.
BellSouth Consumer Division
                                                         BellSouth Consumer Division
 Largest division of one of Atlanta’s major             Similar exercise on the sales expansion side with BSCD
  managed accounts
   One large but troubled Mobile Phone project
                                                         Led several pursuits
   No other work streams in the Division and no
                                                         Met with the key sponsors and client project stakeholders to work through the at-risk project
    pipeline                                                Increased communication strategies to keep client stakeholders aligned with one another
                                                         Deployed local service line leaders into pursuits
                                                         Freed up time from selected service delivery team members to support pursuits



                                                                    Achievements                                                      Results

                                                        At Southern Company, sold a number of               Seven new projects launched including
                                                         small strategy jobs but determined that the             Support for BellSouth.net launch
                                                         investment cycle to achieve a routine flow
                                                         of work was too long to warrant further
                                                                                                                    On-demand Video project
                                                         investment                                                 NPD reengineering
                                                        At BSCD, Mobile phone project stabilized                   Documentation cost reduction project
                                                         and extended                                        Mobile Phone launch project financials stabilized
                                                        Numerous new projects launched                      Consumer Division account profitability brought into line
                                                                                                              with total account
Roles
Role: PSE&G Account Manager & SE Utility Sales Director                              Start Date: 1993

Location: National Practice Group (Utilities & Telecomm), based in Atlanta           End Date:        1995


                     Situation                                                                               Actions

   Needed to establish major managed accounts in         Won initial phase of work at PSE&G to support major TQM program.     From that basis, built out executive
    the Utilities sector                                 relationships and work program
   National Practice Group (NPG) heavily                 Focused heavily on linking initial TQM project into measured operational improvements with full executive
    dependent upon Management Audits which were          reporting
    becoming a commodity offering and increasingly        Linked TQM into development of overall company strategy
    threatened by niche practices
                                                          Developed an Improvement Portfolio for the company mapping current initiatives to the TQM program and
   Retooling of offerings and competencies within       to the new company strategy with consequent rationalization of opportunities and new project launch
    the practice required                                opportunities
   Majority of revenue coming from Governmental          Launched company initiative to program manage the transformation of the company from a heavily
    agencies rather than from end-market clients         regulated cost-based organization to a more competitive, customer focused organization
                                                          Developed a program for cycling practice members through the account on a 6 – 12 month basis to retool
                                                         skills to then take to other accounts in either a sales or delivery role.




                                                                    Achievements                                                    Results

                                                        PSE&G became the first multi-year, multi-          Growth from an individual project to a managed account of
                                                         million managed account                             US$2 – 5m per year with a complete portfolio of service
                                                        Development and deployment of sector                offerings.
                                                         specific methods (TQM, NPD, CRM,                   Routinely 2-6 projects running concurrently
                                                         Nuclear Operations, etc.) which were then          Typically total delivery teams amounting to 5 – 15 people
                                                         reused as the basis for building other
                                                         managed accounts (e.g. Northeast Utilties,
                                                                                                            80% of NPG employees cycled through the account and re-
                                                                                                             skilled
                                                         Commonwealth Edison, etc.)
Roles
Role: National Practice Group Sales and Service Delivery                       Start Date: May 1985

Location:       National, based in Atlanta                                     End Date:      1993


                        Clients                                                                    Projects

   AT&T                                            Management Audits
   Ameritech                                       Benchmarking and process definition for the establishment of shared services (AT&T)
   Southwestern Bell                               Development of training programs for cross-training Telco managers (Construction, OSP, Engineering,
   Exxon                                          Special Services)
   SIGECO                                          TQM Program establishment and deployment
   Union Electric                                  Reengineering of front office, back office and operational processes
   Philadelphia Electric Company                   Operational Efficiency Improvement
   Public Service Electric & Gas                   Competitive threat preparation
   Commonwealth Electric
   Grand River Dam Authority
   Florida Power Corporation
   Entergy                                                                                       Processes
   Northeast Utilities
                                                  Supply Chain
   Long Island Lighting Company
                                                  Procurement
   General Telephone – Ohio
                                                  Warehousing
   Public Service Indiana
                                                  Knowledge Management
   Bankers Trust
                                                  Legal
   Telco Benchmarking Consortium
                                                  Call Centers
   JCP&L
                                                  Customer Management
   BG&E
                                                  Financial (AP, AR, GL, Expenses)
                                                  New Product Development
                                                  Sales & Marketing
                                                  IT
                                                  Engineering
                                                  OSP
                                                  Emergency restoration

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Role record

  • 2. Roles Role: North America Alliances and Capgemini Technologies Leader Start Date: April 2004 Location: Based in Atlanta, Georgia End Date: December 2005 Situation Actions  Individual alliance teams run separately by  Consolidated all alliance activities into a single business effective January 1, 2005 different parts of the business  Established common measurement system endorsed by Capgemini leadership  No consistent performance measurement  Instituted weekly call for reviewing progress against goals, sharing leading practices, and building practitioner  Unmeasured results community  Poor or no business arising from partner  Led critical sales opportunities relationships  Established a central financial function responsible for tracking and reporting all funds, budgets, results, etc.  Significant portion of partner funds being  Developed, communicated and deployed a common alliances strategy involving extensive meetings and invested in activities with no commercial coaching with individual alliance partners as well as internal stakeholders consequences  Established a central program management office for all alliance initiatives to ensure standardization and  Declining Technology sales impacting Capgemini effective communication Technologies results (missed H12004 budget by 60%)  Established a taxonomy of alliance relationships applied to all partners resulting in dramatic reduction of alliance partners but increased results (and visibility) of remaining partners  Little to no multi-partner efforts  Instigated review of compensation and initiated effort to establish common performance plan  Inconsistent and inappropriate compensation  Closed down numerous alliance investments and redirected to priority initiatives to ensure improved and reward models across the different teams sponsorship and results  No matching of investment in teams with results achieved  No visibility on number and nature of alliances  No alliance personnel career path established Achievements Results  Commercial and auditable results  2005 measurement system in place  Hard Dollar Investments - $21m  Rationalized investment priorities  GOP: $8.4m  Common alliance strategy communicated  Net New Bookings - $210m (35% of SBU) and adhered to with all partners  No turnover in core alliance team  Single alliances team with established  Capgemini Technologies GOP up 40% career paths  Alliances acknowledged as core to growth  80% reduction in nominal alliances strategy
  • 3. Roles Role: North America Ernst & Young Alliance Leader Start Date: June 2003 Location: Based in Atlanta, Georgia End Date: March 2004 Situation Actions  The alliance relationship had declined as a  Negotiated settlement on disputed contracts channel to market from $250m in annual  Instituted quarterly account planning session to identify common accounts where we could jointly be bookings in 2000 to $40m successful based on client opportunities and other factors  High and continuing attrition of Capgemini VPs  Spearheaded selected pursuits and publicized results in order to increase recognition within both firms of the that were former Ernst & Young partners magnitude of the commercial opportunity. represented a material but unintended disengagement between the respective parties  Instituted monthly goal of reconnecting 20 respective account managers to explore for joint opportunities  Portfolio of qualified joint opportunities close to  Re-established periodic executive review sessions to obtain sponsorship and commitment non-existent  Refreshed portfolio of joint service offers and launched campaigns around priority offers (ex. Business Process  No structured go-to-market activities Outsourcing, Tax Effective Supply Chain, etc.)  Sarbanes-Oxley legislation both significantly  Established a monthly global call on TESCM opportunities disrupting the partners business model as well  Revised measurement system to focus on true commercial consequences and reprioritized portfolio of as putting heightened constraints on the types of opportunities based on the new criteria (killing off most of the existing portfolio) activities which we might collaboratively pursue  Established a prioritization of Sectors and Service Lines and instituted a structured program for introducing  High Capgemini executive and VP turnover and facilitating discussion of opportunities between peers in the firms creating issue with partner  Established a communication program to enable Capgemini Sales Executives to connect with an appropriate  Large volume of disputed invoices and contracts party at Ernst & Young on transactional opportunities with potential litigation consequences  Sarbanes-Oxley and SEC requirements prevent any sort of financial considerations between the firms, creating additional complexities beyond Achievements Results those normal for an alliance  Open dialogue re-established between  2004 annual bookings of $100m, 125% increase on 2003 executives of the respective firms, allowing  Critical role played by Ernst & Young in largest ever for improved focus Capgemini contract (BPO outsourcing)  Significant re-engagement between the two firms at the mid-management and the sales levels  Pipeline of opportunities repopulated based on joint service offers
  • 4. Roles Role: North America International Sales Start Date: January 2003 Location: Based in UK End Date: June 2003 Situation Actions  Having undertaken a global services firm merger  Initiated sectorial review of accounts in all geographical business units to identify those with whom we truly in part based on improved capability to support had executive level business relationships major global pursuits and synergies from serving  Identified those existing accounts where there were opportunities to increase win rates and size of deals by the same client in multiple geographies, after two cooperating across geographic boundaries and a half years, we were still selling strictly at a regional/national level.  Worked with local pursuit teams to muster global resources and relationships likely to increase probabilities of winning selected opportunities  No single view of our market existed in terms of  Compiled a global list of companies with revenues greater than $1bn including contact details, operating accounts and their operating divisions across the divisions by geography, etc. globe.  American sales were in free fall with greater than  Identified from that list those with whom we had worked in the past but had no existing relationship as additional targets for consideration double digit percentage declines for more than eight quarters  Developed a prioritized list of target companies with proposed solution portfolio  Serial RIFs in the American Business Unit  Prepared briefing document on initial target list and launched campaign with US Sector Leaders to solicit increased the challenge of focus support to initiate pursuits  Worked with initial teams to qualify opportunities Achievements Results  Created portfolio of qualified opportunities  $25m in new North America bookings originated from this  Global market list of potential clients with opportunity-creation exercise, all in green-field accounts commercial history where we did not initially have any work  Raised awareness among Americas Sector leaders of potential to leverage relationships offshore to sell to onshore divisions
  • 5. Roles Role: Global Consumer Products & Retail Leader Start Date: July 2002 Location: Global, based in UK End Date: December 2002 Situation Actions  44% Decline in sector bookings in H1’02 Direct discussions with each country to confirm managed accounts, confirm sector experts (as well as clarify compared to H1 ’01 (E293m vs. E526m) roles and responsibilities), and identify sector specific service offerings  Strong retail accounts and teams in NA and Reassigned a number of Global Strategic Unit (GSU) resources to support major deals and facilitate inter- Europe but little coordination country codependency as a precursor to teamwork  Numerous sector specific offerings in limited Participated in numerous pursuits either local big deal or Global (Unilever, BAT, Ahold, Richemont, COOP number of geographies Sweden, etc.)  Poor results from Globally managed accounts Connected with most alliance partners to begin to rationalize and leverage relationship beyond single (12% decline) geographies (SAP, Siebel, HP, Intel, Lawson, CISCO, etc.)  Significant big-deal pursuit coordination issues Sponsored three major initiatives to maintain global POV momentum and branding (Extended Retail Solution within Europe (ERS), RFID, and Global Commerce Initiative)  Little leveraging of alliance relationships Assigned an individual to lay the groundwork for a global Retail community (Sharepoint, processes,  Little industry relationship coordination across knowledge clearing house, etc,.) countries and continents Time invested with CPR Global resources regarding career management and role effectiveness  Poor clarity and communication about managed Time invested resolving inter-country role issues to improve pursuit effectiveness accounts versus transactional clients  Significant data integrity issues regarding pipeline and funnel  Incomplete knowledge of sector members Achievements Results  Rationalized and better aligned alliance  H2 bookings up 30% on H2 2001 (increased to E158m vs relationships E121m)  Increased cross-country pursuit support  Aligned ERS initiative with first sales booked  CPR Global team motivated and refocused  Big deal pursuits launched in GSU accounts  Maintenance of pipeline in affected  First bookings achieved with GCI initiative accounts despite RIF program disruptions  No unplanned team turnover  Beginning of constructive engagement with French team
  • 6. Roles Role: CPRD CRM and Ciberion Sales Support Start Date: January 2002 Location: Global, based in Australia End Date: June 2002 Situation Actions Ciberion Identified and connected with each country CRM service line to identify Sector opportunities and accounts  Commitments made to BAT in the establishment Connected with Sector leaders as appropriate to discuss prioritization of opportunities of Ciberion clearly not being delivered thus Sponsored ECR initiative and conference presentations putting at risk both the Ciberion JV and the account relationship with BAT Siebel conference sponsorship and participation  Commitments were to both assist in the sales SAP conference sponsorship and participation process and for CGE&Y to serve as a channel to Sponsored deployment of new global CRM service offer of Consumer Relevancy market. Ciberion sales process reengineering with new Ciberion VP of sales  In the first 18 months, there were no sales Supported joint Capgemini/Ciberion pursuits in various accounts through CGEY and no pipeline of opportunities CRM  Anticipated boom in CRM sales in the sector believed to require strong element of sectorization  Global CRM sales in fact plunged  Patchy CRM coverage globally anticipated to put at risk early successes in the sector thus requiring better global leveraging and coordination Achievements Results  Ciberion sales process completely  CRM sales increased by 28% in sector versus Group CRM reengineered decline of 16%  Ciberion portfolio of qualified opportunities repopulated  Consumer Relevancy service offer deployed into multiple accounts in EMEA
  • 7. Roles Regional Sector Leader – Asia Pacific CPRD & LSC Role: (Regional Account Manager Coca-Cola) Start Date: January 2000 Location: Asia Pacific Region, based in Australia End Date: December 2001 Situation Actions  No regional Sector team Increased focus on outsourcing and shifting work in the sector from Europe and North America into the  Little Sector presence outside of Coca-Cola (total Indian off-shore facility bookings in 2000 – E25m) Brought focus to big deal opportunities  Only one Life Science client and that with a Increased focus on connecting local pursuit and account leaders with global counterparts (e.g. Unilever, J&J, problematic regional SAP implementation GSK, Astra Zeneca, Exel, etc.)  Regional move away from accounts and multi- Connected local pursuit teams with account teams in the HQ countries (e.g. Gambro, Marks & Spenser, country (i.e. big) deals Kimberly Clark, etc.)  Disruptions to projects, pursuits and accounts Led initial client meetings to qualify opportunities (e.g. AMCOR, P&G, Cochlear, etc.) from local and regional RIFs, many Initiated client discussions about existing quality of service issues in order to resolve unannounced attendant to E&Y Consulting merger with Capgemini Significant amounts of time spent working with local management to ensure adequate pursuit coverage  Patchy local service line (SL) capabilities Launched monthly newsletter for sector team to improve opportunity awareness, collaboration, and general industry knowledge  Frequent misalignment between account centric Sponsored a number of research projects as well as out-of-region SME presentations to increase industry goals and Region management and Local awareness within the region management Piloted sector-focused Service Line offering campaigns (e.g. E3 in Australia) Established processes and practices to support a virtual regional team Achievements Results  Five new multi-year, multi-million accounts  100% Growth in bookings  Significant penetration into seven global  Though only the third largest sector by bookings, largest accounts with first-time work in AP sector by gross contribution  First major off-shoring of Applications  Gross contribution margin 30% greater than the regional Management work with M&S average  Doubled business with half the existing  Zero unplanned turnover among regional team despite resources hostile internal environment  Avoided client litigation and negotiated  CPRD/LSC provided 65% of the work for the start-up Indian partial payment Accelerated Development Center
  • 8. Roles Regional Account Manager Coca-Cola, Ad hoc practice Role: management roles for Australia Start Date: September 1998 Location: Regional, based in Australia End Date: December 1999 Situation Actions  Account dependent on one single deal in Established local account teams in the three locations with likely revenue sufficient to justify (Japan, Australia (Y2K) Australia, Southeast Asia SEA)  Minimum number of sales elsewhere in the Spent considerable time establishing financial reporting mechanism across a dozen different practices to region have visibility into the sales funnel and the revenue burn as well as indicative information about profitability.  Japan sales had declined to the low hundreds Opened direct client negotiations in the Philippines to resolve outstanding delivery issue  Transactional sales in the region either loss Initiated sales campaigns through local service lines with those locations not warranting account teams making or uncollected (India, China, Hong Kong, Korea, Philippines and Indonesia)  No executive relationships at the local or regional Launched long-term Applications Management (AM) pursuits in Japan and Australia level Heavy involvement with Japan and Australia account managers to repopulate and diversify the funnel of  No qualified pipeline opportunities  Y2K project loss making Led numerous regional transactional pursuits in local bottlers  Potential litigation from troubled project 2 years Activated key alliance relationships with IBM and SAP prior in the Philippines Established Ernst & Young audit joint planning sessions in SEA, Australia, and China  Contract exposure on the Y2K project (ex. No Opened client executive channels of communications rate escalation clause for a multi-year contract) Achievements Results  Self sustaining account teams in Japan  Largest client in the Region returned to profitability at and Australia with multi-million annual regional average sales  Only Bottler managed account in the world  Regional team with collaboration across  Largest part of the Coke account outside NA countries  First (globally) e-commerce job with Coke, first (globally)  Collected and or wrote off all outstanding AM deal with Coke invoices  Successful delivery of Y2K job  Resolved threatened litigation with no  Maintained bookings flow despite Y2K freeze financial exposure
  • 9. Roles Role: COO Australian Management Consulting Start Date: February 1997 Location: Local, based in Australia End Date: August 1998 Situation Actions  Business Unit (BU) loss of 12% Instituted weekly sales call to better manage pursuit prioritization and staffing.  Zero bookings growth Implemented sales and account training  Utilization in the mid 40s Established service lines with existing employees as service line leaders  Extraordinarily poor forecasting Intensive individual coaching of Senior Managers and Partners for the first twelve months  Inter-city practice rivalry (Melbourne-Sydney) Instituted Sectors. Led Energy Sector. Account manager for a new Telecom account substantially impacting sales Culled contractor usage to replace with beach resources  No stated strategy or business model Selective counseling-out of non-performers or individuals with behavioral issues  No established business processes Substantially increased volume of training and better aligned with needs  Sales Redesigned the recruiting process and heavy involvement in interviewing in order to raise the game with new  Staffing intake  Recruitment Completely reengineered both the performance management system and the bonus system in order to make  Performance management etc. it transparent and fact based  No service lines or account management Culled client list from 194 to 78 to free up time for more significant pursuits  High employee turnover Sold off non-core business lines in an MBO  Average deal size in the low five figures Closed one of the three offices but transferred all volunteers to Sydney and Melbourne  Only one client with a relationship greater than a year  Asia Meltdown crisis of 1997 Achievements Results  Established account focused business  Bookings growth of 60% model with supporting service lines  In 16 months moved from ANI of –12% to +8%  Engineered/Re-engineered all internal  Average bookings moved into low six figures processes  Average account size moved to A$750k  Established team-selling  Unplanned employee turnover lowered from 35% to 12%  Replaced hierarchical organization with  Practice utilization moved to low 70s team culture  Achieved practice self-confidence
  • 10. Roles Southern Company and BellSouth Consumer Role: Division Account Manager Start Date: October 1995 Location: Local, based in Atlanta End Date: February 1997 Situation Actions Southern Company Southern Company  Atlanta headquartered Fortune 500 company Six months spent building relationships with executives in key divisions (breakfast seminars, CBI sessions, with whom we had only intermittent projects over etc.) the years and no managed account relationship Marketing campaign around discrete “wedge” offers  Client had a ten year established relationship  SCM with Andersen/Accenture  Strategic planning  Nuclear review, etc. BellSouth Consumer Division BellSouth Consumer Division  Largest division of one of Atlanta’s major Similar exercise on the sales expansion side with BSCD managed accounts  One large but troubled Mobile Phone project Led several pursuits  No other work streams in the Division and no Met with the key sponsors and client project stakeholders to work through the at-risk project pipeline  Increased communication strategies to keep client stakeholders aligned with one another Deployed local service line leaders into pursuits Freed up time from selected service delivery team members to support pursuits Achievements Results  At Southern Company, sold a number of  Seven new projects launched including small strategy jobs but determined that the  Support for BellSouth.net launch investment cycle to achieve a routine flow of work was too long to warrant further  On-demand Video project investment  NPD reengineering  At BSCD, Mobile phone project stabilized  Documentation cost reduction project and extended  Mobile Phone launch project financials stabilized  Numerous new projects launched  Consumer Division account profitability brought into line with total account
  • 11. Roles Role: PSE&G Account Manager & SE Utility Sales Director Start Date: 1993 Location: National Practice Group (Utilities & Telecomm), based in Atlanta End Date: 1995 Situation Actions  Needed to establish major managed accounts in  Won initial phase of work at PSE&G to support major TQM program. From that basis, built out executive the Utilities sector relationships and work program  National Practice Group (NPG) heavily  Focused heavily on linking initial TQM project into measured operational improvements with full executive dependent upon Management Audits which were reporting becoming a commodity offering and increasingly  Linked TQM into development of overall company strategy threatened by niche practices  Developed an Improvement Portfolio for the company mapping current initiatives to the TQM program and  Retooling of offerings and competencies within to the new company strategy with consequent rationalization of opportunities and new project launch the practice required opportunities  Majority of revenue coming from Governmental  Launched company initiative to program manage the transformation of the company from a heavily agencies rather than from end-market clients regulated cost-based organization to a more competitive, customer focused organization  Developed a program for cycling practice members through the account on a 6 – 12 month basis to retool skills to then take to other accounts in either a sales or delivery role. Achievements Results  PSE&G became the first multi-year, multi-  Growth from an individual project to a managed account of million managed account US$2 – 5m per year with a complete portfolio of service  Development and deployment of sector offerings. specific methods (TQM, NPD, CRM,  Routinely 2-6 projects running concurrently Nuclear Operations, etc.) which were then  Typically total delivery teams amounting to 5 – 15 people reused as the basis for building other managed accounts (e.g. Northeast Utilties,  80% of NPG employees cycled through the account and re- skilled Commonwealth Edison, etc.)
  • 12. Roles Role: National Practice Group Sales and Service Delivery Start Date: May 1985 Location: National, based in Atlanta End Date: 1993 Clients Projects  AT&T  Management Audits  Ameritech  Benchmarking and process definition for the establishment of shared services (AT&T)  Southwestern Bell  Development of training programs for cross-training Telco managers (Construction, OSP, Engineering,  Exxon Special Services)  SIGECO  TQM Program establishment and deployment  Union Electric  Reengineering of front office, back office and operational processes  Philadelphia Electric Company  Operational Efficiency Improvement  Public Service Electric & Gas  Competitive threat preparation  Commonwealth Electric  Grand River Dam Authority  Florida Power Corporation  Entergy Processes  Northeast Utilities  Supply Chain  Long Island Lighting Company  Procurement  General Telephone – Ohio  Warehousing  Public Service Indiana  Knowledge Management  Bankers Trust  Legal  Telco Benchmarking Consortium  Call Centers  JCP&L  Customer Management  BG&E  Financial (AP, AR, GL, Expenses)  New Product Development  Sales & Marketing  IT  Engineering  OSP  Emergency restoration