Facilitating clients to grasp the value of In Control

1. Key Control Dashboard
Facilitating clients to grasp the value of In Control
Leon Wiendels – Business Consultant
February 6th, 2014

2. Agenda
Yellowtail
Key Control Dashboard
Client case
Live demo
Execution Engine
Q&A
Agenda
2

3. Yellowtail
Giving people control over their future
We support financial institutions and the public sector, for over 10 years, with
implementing the necessary and desired changes in processes and IT landscape.
We implement proven results for our clients, based on our own software products or
the software products of our partners. Yellowtail offers a unique combination of
knowledge, implementation expertise and software development.
Cross Channel Customer Service
Providing clients of financials institutions
control over their financial situation and
future.
Yellowtail
In Control Dashboards
Delivering control to organizations
regarding risks and performance.
3

4. Key Control Dashboard
In Control Dashboards for the public sector
Delivering In Control dashboards for the public sector with our
partner EY. Leveraging In Control as a driver for value.
Key Control Dashboard offers solutions for:
• Internal control
• Risk management
• Project control
Key Control Dashboard clients are:
• Municipalities
• Regional cooperation’s
• Provinces
• Ministries
Key Control Dashboard
Realizing
Better
process
alligment with
improvements
strategy
Knowledge
acquisition
and
assurance
Reduction in
costs
Increased risk
awareness
4

5. Client case
Central uniform control framework and local audit registration
• Headquarter with 15+ branches
• Moving from all seperate
accountants to one accountant
• Moving towards central uniform
control framework, instead of 15
different ways of working.
• Near future: moving towards
In Control Statements, transition
to process orientated control
framework and expanding scope.
Case
Realizing
process
improvements
Better
alligment with
strategy
Knowledge
acquisition
and
assurance
Reduction in
costs
Increased risk
awareness
5

6. In Control Framework
Client case (2)
How we use Delta
Headquarter
What made this case
special:
• Hierarchy
(multiple locations)
Content
management
External
Accountant
Uniform control
framework
Management
portal
• Intelligence in
registration forms
(e.g. data validation)
Accountants portal
Local control team
• More functionalities
(e.g. review function)
KCD
database
Local control team
Local control team
Portal
Location A
Portal
Location B
Portal
Location C
• Redesigned reports
Case
6

7. Client case (3)
Advantages for key players
Headquarter
• Central and uniform control framework
• Visibly In Control, in real-time
• Standardized reports
Local Branches
• Visibly In Control
• Central and uniform control framework
• User-friendly registration, reporting and
communicating process
External
Accountant
Case
• Easy insight into audit results
• Easy way of following up on audit findings
• Centralized updates to the control framework
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8. Client case (4)
Process
Control Framework [plan]
• Setup
• Distribution
• Improvements
Monitor / report results [act]
Test controls [do]
• Headquarters
• External accountant
• Local process managers
• By controllers of local branches
•
Centralized or
Decentralized
Review results [check]
• By reviewers of local branches
Case
8

9. Live demo

10. Execution engine
Presented by Elbert Spijker

11. Q&A

12. Laapersveld 61
1213 VB Hilversum
T + 31 (0) 35 524 8900
T + 31 (0) 35 524 8901
info@yellowtail.nl
www.yellowtail.nl
Leon Wiendels
Business Consultant
lwiendels@yellowtail.nl
Twitter: @YellowtailBV