business diagnostic and health check up

BUSINESS DIAGNOSTIC AND HEALTH CHECK UP

Strictly Private & Confidential

finteQ

India . Oman . Bahrain . UAE . Netherlands . Tanzania . Kenya . Mauritius . USA . UK . Singapore . China

We Improve Corporate Performance

Why Business Health Checkup?

All of us are aware of the benefits of a personal health check up and carry it out

periodically

Business is like a human being and it needs scan and periodical evaluation of its health

diagnose problems which may have impact on your business growth, profitability, cash

flow or business sustenance


2

What is Business Health Checkup?

Diagnostic tool to identify current business issues at its origin

Early warning system about future business problems

The objective is to keep the business on track with its process of ongoing

improvements

Benefits Of Business Health Checkup?

Identify right areas for the process of ongoing improvements

Basis for profitable business growth

Connect and rectify missing links in operation

Get Cost effectiveness

Seamless business flow from input to market delivery

finteQ


3

finteQ D

id y

ou

re

co

gn

ize

th

e h

ole

in

yo

ur

bu

sin

ess

??

?

We are willing to bet that there is at least one hidden hole draining

your business’s massive profits? Do you know what it is?

External - Internal Balance

Are you able to balance your business with your environment?

Feel any Pressure in business due to factors affecting profit & turnover?

Early Warning Signals

Are you equipped with early warning signals highlighting potential issues?

Do you have the Sensitivity to connect to the symptoms?

Small Slip – Its Serious Effects

Is your organization structure clearly defined with roles & responsibilities?

Do you have a robust process to boost your growth?

One At The Cost Of Other

Are all 5 wheels of the organization: System, Structure, Style of Management, Staff and

Strategy on the right track?

Are you running your organization with just one wheel functioning at its best?


4

finteQ Let us feel your pulse and give you the answers…

So by this process, You will be able to understand and define the problem and make the

right solution. RIGHT solution is important than the BEST solution. For the right medicine

top class diagnosis is necessary, so We are here to help you and SCAN your business.

Overall Perspectives

Internal

People

Process

Growth

External

Market

Customer

Supply Chain

Financials (Incl. Risk)


5

finteQ Our Program on Business Diagnostic and Health Check Up

Basic Check Up

Adequate Check Up (2 days)

Questionnaire / Checklist

Advanced Check Up (5 days)


SWOT Analysis


6

finteQ

Basic Check UP

Website

Certifications

A conversation with the CEO/ Director


7

finteQ

Adequate Check Up (2 days)



8

finteQ

Rank :

1 = inadequate

2 = adequate

3 = good

4 = very good

Adequate Check Up Questionnaire / Checklist

Aspects

Rating

Management

Comments

Recommendations

1. PRODUCT CHARACTERISTICS

Range (assortment)

Size(s) ((Un)usual measures

Colour coded

Workmanship

Appearance

Materials used

Finish (Finish, tolerances, surface, etc)

Functionality

Packing (attractiveness, functionally, quality)

Labelling

Quality

Products meet relevant market requirements from buyers,

consumers and other market parties , e.g.

International standards ISO, TS 16949, VDE, TüV,

Semko, Demko etc.

Total judgement product characteristics


9

finteQ

Rank :

1 = inadequate

2 = adequate

3 = good

4 = very good


Aspects

Rating

Management

Comments

Recommendations

2. PRICING

Price in relation to quality (attractiveness)

Cost price calculation (transparent, all aspects taken into

consideration)

Quotation in required currency (EURO/US$)

Terms of payment (Completeness and attractiveness, low

risk, high risk)

Trade offer (completeness of offer, pricelist)

Total judgement pricing

3. SALES PROMOTION

Presentation of samples

Presentation of the company and products (Quality of

brochures)

Presentation of the company and products (Quality of

website)

Product information / specifications (full and correct

information)

Total judgement sales promotion


10

finteQ

Rank :

1 = inadequate

2 = adequate

3 = good

4 = very good


Aspects

Rating

Management

Comments

Recommendations

4. LOGISTICS INFORMATION

Delivery times (incl. capacity to deliver in time)

Terms of delivery

M/m order / quantity

Export packaging (Sizes, effectiveness in relation to

transport)

Total judgement logistic information

5. COMMUNICATION

Effectiveness as revealed by reactions

Available means of communication means (e-mail, internet

access)

Total judgement communication

6. EXPORT KNOWLEDGE

Experience (Products, countries, clients)

Performance (Sales, profit)

Capacity (Language skills, working experience, number of

employees involved)

Planning and strategy (‘Vision’; availability of market entry

strategy, export plan, budget for promotion)

Total judgement export knowledge


11

finteQ

Rank :

1 = inadequate

2 = adequate

3 = good

4 = very good


Aspects

Rating

Management

Comments

Recommendations

7. PRODUCTION PROCESS CHARACTERISTICS

Organisation and capacity of production (E.g. sufficient

(export) capacity, continuity, subcontracting)

Accommodation of the company

Quality control (Quality management, clean room facilities)

Processes meet relevant market requirements from buyers,

consumers and other European market parties, e.g.

Environmental, consumer health and safety, social

management systems, eg ISO,SA8000,RoHS,REACH,

OSHAS

Sector specific management systems (ISO 9001:2000,

ISO 14000, ISO TS 16949)

Labels, Codes of conduct (corporate or sector specific)

Working conditions Including hygiene, health and safety

and ILO labour Conventions

Test / laboratory facilities and qualified people

Flexibility of the process

Availability /quality of raw materials

Production method (Capital-intensive/labour-intensive)

Equipment: (Modern/sufficient/out-of-date, Well-

kept/kept/badly kept, Complete/sufficient/incomplete)

ICT (Use and application of information and

communication Technology in production)

Total judgement production process


12

finteQ

Rank :

1 = inadequate

2 = adequate

3 = good

4 = very good


Aspects

Rating

Management

Comments

Recommendations

8. MANAGEMENT

Organisation Structure with names, designations,

qualifications, years of experience, etc

Is the decision making centralized or distributed?

Who constitutes the top management? How often do they

meet? What is their agenda for discussion?

Do the company has a well constructed training/ coaching

program?

Total judgement management

9. R&D CAPACITY / CAPABILITY

R & D laboratory in-house / external (quality /

completeness of facilities)

R & D capacity (quality of people)

Total judgement R & D capacity


13

finteQ

Rank :

1 = inadequate

2 = adequate

3 = good

4 = very good


Aspects

Rating

Management

Comments

Recommendations

10. MARKET ORIENTATION

Market knowledge

Knowledge of product applications

Knowledge of competitors

Use of information sources (magazines, literature, and so

on)

Total judgement market orientation

11. FINANCE

Sales

Profit After Tax to Sales

Return on Net Worth

Total Borrowing (Both Short & Long Term)

Total judgement finance

12. MARKET POSSIBILITIES

Distribution and entry options

Expected market chances

Total judgement market possibilities


14

finteQ

Rank :

1 = inadequate

2 = adequate

3 = good

4 = very good Advanced Check Up (5 days)

Items covered under adequate section

Further Checklist

SWOT Analysis


15

finteQ

Rank :

1 = inadequate

2 = adequate

3 = good

4 = very good

Aspects

Rating

Management

Comments

Recommendations

1. Market:

In what segment the organization is operating? What is

the strategy behind choosing the segments?

Skills in Market Research & new market development?

Skills in each aspect of the marketing mix?

How is their channel coverage & quality of the same?

Strength of channel relationships?

Ability to service the channels.

Training & skill sets of the sales force.

2. Customer

No. of Inquiries received in a quarter?

Inquiry to quote ratio?

Quote to Order Ratio?

Quote to Repeat Quote?

No. of Customer Complaints?

Complaint Resolution Ratio?

Customer satisfaction survey?

Advanced Check Up Questionnaire / Checklist


16

finteQ

Rank :

1 = inadequate

2 = adequate

3 = good

4 = very good


Aspects

Rating

Management

Comments

Recommendations

3. Growth

Planned growth trends for each market segment for next

three years

Existence of CAPEX/ Project Plan for the next three years

Short & long term borrowing capacity

Capacity to raise new equity over the next three years

Strength of channel relationships?

4. People

Role clarity of each employee

Training as an enabler/ No. of hours per employee per

quarter.

Clarity over career path/ what to expect over the next

three years?

Remuneration clarity, including growth over three years

Working atmosphere, what do they think of it?


17

finteQ

Rank :

1 = inadequate

2 = adequate

3 = good

4 = very good


Aspects

Rating

Management

Comments

Recommendations

5. Process

Capacity screen of the Production Process (Line-wise)

Labor demand – supply model (Overtime analysis, if

applicable)

On- Time In Full Delivery analysis

Yield, Wastages & Scrap generation

Lead-time & inventory analysis

6. Supply Chain

How is the bargaining strength of the key suppliers?

How well is the supply chain management system

organized?

Logistical set up?

Any case for vertical integration? Strategic alliance with

key suppliers?


18

finteQ

Rank :

1 = inadequate

2 = adequate

3 = good

4 = very good


Aspects

Rating

Management

Comments

Recommendations

7. Financials (including risks)

Cash-flow analysis

Trend Charts of direct & indirect expenses

ROTA & ROE Analysis

Analysis of Working Capital

Management Position

Profiling of Financial Risk of the client


19

finteQ

Rank :

1 = inadequate

2 = adequate

3 = good

4 = very good


Strengths Weaknesses

Product Product characteristics

Export knowledge Export knowledge

Production process characteristics Production process characteristics

Management Management

R&D capacity R&D capacity

Market orientation Market orientation

Logistics Logistics

Communication Communication

Finance Finance

Others Others

Opportunities Threats

Government and international regulations/subsidies/agree-ments

Government and international regulations/subsidies/agree-ments

Macro-economic trends Macro-economic trends

Branch perspectives Branch perspectives

Technological developments Technological developments

Competition in national and European markets

Competition in national and European markets

Demand trends Demand trends

Transport Transport

Segmentation Others

Niche market - -

Others - -


20

finteQ

Rank :

1 = inadequate

2 = adequate

3 = good

4 = very good Deliverables Report (will cover)

Overall Rating

Areas that Need Improvement

Risk Analysis

Way Forward


21

finteQ

Training for Trainers One or Two day(s) program

The training would be advanced by:

Mr. Subrato Ghosh

Mr. Kamalesh Mukherjee

Mr. Subhankar Patra

Mr. Somnath Ganguli

Mr. Vinod Sharma

Some of our Global Projects

22

finteQ We Improve Corporate Performance

Location Clients Industry Nature of Work Executed

CHINA ORIND Refractory

Ltd.

Largest Refractory

Exporter in China

Corporate Governance. Business Planning, Resource

planning & mobilizing, Developing MIS & Accounting

Structure

SINGAPORE ORIND Far East Ltd A Trading Organization Resource Planning & Mobilizing

SINGAPORE ShayoNano Pte.,

Singapore

Nano Technology Business Plan for a Nano composite plant

USA Efficient Enterprise

Engg. LLC, USA

IT Feasibility study for a software project in Kolkata

USA PowerCor LLC, USA A special purpose

company having

exclusive rights of

Thorium Fuel Cycle

technology of DBI in

India

Developing a Business Model for the initial Potential

valuation of the company. Entry Strategy in India

Market with a Novel Nuclear technology

23



MUSCAT, OMAN State Audit

Institution

The Supreme

Government

organization to carry out

audits

•Developing of their first 5 year Strategic cum

Development Plan

•Development of Audit Planning & Scheduling

Software

MUSCAT, OMAN Oman Investment

Company SAOG.,

Muscat

Investment Finance •Feasibility report, Market study of a green field Ready

Mix Concrete project in Sohar and a Gymnasium and

health project in Muscat

•Financial model of the project, Risk analysis and

Sensitivity analysis of the project

MUSCAT, OMAN PIHT, Oman Health Feasibility study for an Iranian Specialty Hospital

MUSCAT, OMAN Oman Waste Water

Co. SAOG

Waste Water

Management

Developing their Inventory Procedure Manual

MUSCAT, OMAN Oman National

Dairy Products

S.A.O.G

Manufacturer of all dairy

products and juices

Feasibility Study of New acquisition, Valuation of new

acquisition, Fixed Asset Verification, valuation and

reconciliation


24



DUBAI, UAE Reliance Data

Services, Dubai

Telecommunication Feasibility study for acquisition of a networking

company

DUBAI, UAE A Proprietorship

Company

Dealing in Various

projects

Due Diligence and Valuation of an Indian software

company

BAHRAIN MOIC, Bahrain

through KPMG

Product profiling of 16 electronic products

BAHRAIN Deeko Bahrain WLL Corporate valuation for acquisition, Assurance

TANZANIA & KENYA Sumaria Group,

Tanzania & Kenya

Corporate review, Internal Audit


25



Hyderabad Nagarjuna Fertilizers

& Chemical Ltd.

The Largest Private sector

Fertilizer company in

India

Financial advisor for its 2.5 bln $ Fertilizer plant in

Nigeria, Financial of the project, project Reports and

Financial Modeling.

Gujrat Orind West Coast,

Gujarat

A large Refractory

manufacturing Company

Corporate Governance and Board related issues,

Business Planning resource planning & mobilizing,

Developing MIS & Accounting Structure

Noida Deki Electronics Ltd.,

Delhi

An Electronic


Corporate Governance and Board related issues,

Business Planning resource planning & mobilizing,

Developing MIS & Accounting Structure

Kolkata Cancer Center

Welfare home and

Research Center

Eastern India's most

prestigious Cancer

Hospital

Developing of their 3 year Strategic Plan

Kolkata NNM Group of

Companies, Calcutta

Shipping and Real estate Financial advisor, Developing and monitoring annual

business plan, Developing and maintaining MIS

Kolkata & Gomia Indian Explosives Ltd (An Orica Group

Company)

Process manuals

Some of our Indian Projects

26



Bangalore Solid State Systems

Pvt. Ltd.

An Electronic


Business Plan & Monitoring

Kolkata Cancer Center Health Restructuring and Strategic plan

Ahmedabad SEWA Training and

Education

Business plan for Vocational training programs

Kolkata Tata Steel Ltd Manufacturing Fixed asset Verification & Valuation

Bangalore

Torsa Machines

Nash Industries

Manufacturing &

Trading

Market Entry strategy in the EU , Export Market Plan

Kolkata NIS Group Facility Management Business Plan & Monitoring

Some of our Indian Projects

Management Team

27

India, Kolkata Jayanta Chatterji

Chairman Logistics Management

Subrato Ghosh

Bsc (Hons), FCA Principal Advisor Corporate Finance, Planning & monitoring, Cost Control

& Budgeting, Strategic Planning

Special emphasis in Energy Sector

Subhankar Patra

BSc(Hons) ACA, AICWA Director

Project Financing, Feasibility studies, Financial Modeling,

Cost Control & Budgeting, Strategic Planning

Kamalesh Mukherjee

BSc, FCA, CISA Director Corporate Finance, Planning & monitoring, Banking,

Investment Management, Risk Modeling, Corporate

Valuation

Somnath Ganguli

MSC(IIT), CAIIB Advisor

Fund raising and Investment banking

R Ramakrishnan

M tech, IIT Kharagpur Consultant

System Analysis, Development of Custom made Software,

Optimization planning & scheduling, SAP

Sumanto Ghosh

B.com(Hons) , MBA (ICFAI) Manager

Corporate Finance, Market Research , Assurance & Risk

Analysis


Management Team

28

India, New Delhi Rajeev Kapoor

FCA Advisor

Corporate Finance, Planning & monitoring, Banking,

Investment Management, Risk Modeling

UK Raja Roy

ICWA, SAP Consultant Advisor

ERP

USA Somnath Chatterjee

MSC (Eco), IIFT, Delhi, IIM Director

Strategic Planning & Training

Oman Ranjit Mukherjee

B.Tech Consultant

HR Management


29

Contact FINTEQ ENTERPRISES PRIVATE LTD

12/ 1 Lindsay Street, First Floor,

Kolkata, West Bengal, India.

Pin: 700087

Phone (Kolkata)

+91-33-30230176 / 78 / 79

Email ID

[email protected]

FAX

+91-33-30330177

Website www.finteq.com


Important Contacts INDIA , Kolkata

SubhankarPatra

Director

[email protected]

Mobile: +91-9831442242

Kamalesh Mukherjee

Director

[email protected]

Mobile: +91-9831510337

Subrato Ghosh

Principal Advisor

[email protected]

Mobile: +91-9830580805

Somnath Ganguli

Advisor

[email protected]

Mobile: +91-9903166479

INDIA, New Delhi

Rajeev Kapoor

Advisor

[email protected]

Mobile: +91-9910005605

USA

Somnath Chatterjee

Director

[email protected]

Mobile: 1-4085056456

UK

Raja Roy

Advisor

[email protected]

Mobile: +44-7799182081

OMAN

Ranjit Mukherjee

Consultant

[email protected]

Mobile: +968-99355374

mailto:[email protected]

business diagnostic and health check up

Documents

Transcript of business diagnostic and health check up