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Realizing Value Through Business Process Redesign &

Offshoring

Corporate Profile

RvaluE ConsultingJuly, 2016

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RvaluE - Who We Are

RvaluE signifies ‘Realizing Business Value’

We are a niche Business Process company

offering comprehensive services and solutions

covering Redesign & Transformation of

Business Processes, through adoption of BPM strategy,

its execution and continuous enhancements

Strategic Execution towards achieving Business Goals

Our Transformational Framework

Transform

Execute

Shape

Holistic focus to deliver Benefits!

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Rede

sign

ing

Busi

ness

Pro

cess

pr

ovid

es o

ppor

tuni

ties t

o:

Reduce Costs of Processes by 40+% through off shoring

Leverage ERP and Implement Technology to automate

Business Processes

Improve On Time Service Delivery to Internal & External Customers

Cross Functional Linkages to enable Business Functions

Process Transformation based on benchmarking and

best practices

Business Processes Connect Functions & Performance

Build Flexibility and Scalability to Enable Business Goals and Growth

‘BP to BP’ - Business Process to Business Performance

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Some of Our Key Clients….

*This is only representative and not an exhaustive list of RvaluE clients. These Logos are Trademarks of the respective organizations. RvaluE claims to have no other relationships with these organizations other than ‘client-service provider’ until specifically stated otherwise. The above clients have availed one or more Services rendered by RvaluE

Leveraging Experience from Global & Domestic Organizations

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How can we put measures in place to track/ align the effectiveness of

Knowledge Worker roles with business goals?

Changing Business Needs Require Process Decoupling & Technology Review to Enhance Information & Performance

How can we track and deliver on agreed timelines/ quality in staff

functions?

How far our business and financial processes are documented and /or

standardized?

How can we turn functional silo culture to horizontal business process?

How well are we oriented towards internal/ external customer

services?

How far are we leveraging IT investments to improve business processes and/or information?

How can we realign back office processes to enable

consolidation and avoid duplication of efforts?

Challenges in Business Processes

How much are we exposed to the Innovation and Industry

Best Practices

Focus Required on Support/ Enterprise Functions

How can we gain expertise in business process management

as a Capability?

How much are we leveraging the functionalities of ERP ?

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Integrated Solution – Onshore/ Offshore

Our solution is an integrated one - focused on realizing value through Off shore & On Shore

Offshore

Onshore

Onshore • Focus on the Core • ERP Optimization • Decision Support • End to End Projects • Automation & Robotics

Offshore • Cost/ Skill Arbitrage• Managed Captive• Back Office/ Voice/ Non-Voice• Analytics/ Projects• Work Flow and Tech Tools

• Value Addition• Service Excellence

• Control & Risk Management• Value Creation

Operations to Transformation - Managed Captive & Process Capability as a Service

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Managed Captive Solution

Offshore

Capti

ve

Outsourcing

Managed Captive

An Innovative Solution to Off shoring and Process Redesign & Automation for On shore operations

Offshore

Best of Both Worlds -Your Captive with Full BPM Benefits

Dedicated People/ Operations for ControlService Assurance with Productivity

Managed Captive

Independent Delivery Center

Dedicated People &

Operations

Leverage Existing Core Technology

Combined Focus on

Technology & Process

Multiple Functions for

Scale

Joint Governance

& Control

Operational Excellence & Productivity

Two Options: Company Owned Partner Operated (COPO); Partner Owned Partner Operated (POPO)

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Customer

Process

PCaaS: Enhancing Process Centricity as a Service for the Enterprise Functions with a composite focus on SIX elements: people, process, technology, customer, business and control enabled by an aggregated pool of professional expertise

Process Maturity Assessment, Process Review & Documentation, Process Improvements, ERP Optimization, Automation, Robotics

Program Management, Change Enablement

Lean Six Sigma, KPI & End to End Process Alignment Projects, Balanced Score Card, Decision Support Analytics,

Cash to Cash Cycle Review, Control & Compliance Review

Process Capability as a Service (PCaaS)

‘On Demand’ Capabilities to Connect Process Redesign with Business Outcomes

Business Control

Technology People

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Expertise & Differentiators

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RvaluE Business Services…Expertise

…Complementing with Outside-In Perspectives to Achieve Client Objectives

DomainsBanking & Financial ServicesInsuranceCard & TravelAuto, Manufacturing & DiversifiedTelecom, Retail & Apparel

Team

(with Business/ SSC/ BPO/ Global Leadership Experience)

Pioneering Off shoring Experience Blend of Strategic & Operational

Experience Global Captive/ BPO Majors Exposure

BPM for All Service Functions – F&A, HR, IT, SCM, CLM

\

Pharma & FMCGAccomplishments

30+ Assignments, 14 SSC*s Set up

Leadership & Capability Development

WorkshopsRFP Management & Service Partner SelectionOperating Models – Captive, Managed Captive, BPO, JV, BOT, BOMIndia to India Expertise & Industry PublicationsCross Industry Knowledge Sharing through SSF

Team with 300+ person yrs of Experience DistinctionsBusiness & Finance Leadership

E2E Ops - Off shore/ On Shore IntegrationProcess Value Chain/Business Insights

Combine Functional, Process, Domain Focus & Leadership Development

eSCM – Model by Carnegie Mellon, USProgram & Change Management

RvaluE

* Shared Services Centre

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Thought Leadership & Strategic Execution to Evolve Best Structuring Model and Effective Transition

Our Differentiators

Pioneering Experience in Off shoring Operations & India Domestic Operations Exposure to all Continents across the Globe – Americas, EMEA, JAPA Set Up, Operate & Transform (SOT) expertise for Global/India Corporations Combined Focus on BPM: People, Process, Technology, Customer, Business Exposure to Multiple Domains/ Languages/Processes/ Data/ Voice/ Analytics

Off-shoring / Domestic

SOT Expertise

Strategic Reviews, In-sourcing /Outsourcing Strategies / Benchmarking Certified by Carnegie Mellon University for eSCM Adoption Multiple Structuring Models – Captive Shared Services / Third Party Operations,

Managed Captives, BOT, BOM, JV, Spin Off E2E RFP Management for Domestic & Global Operations

Advisory Services & Structuring

Models

Proprietary Frameworks - Focus on Strategic Execution / Implementation Delivering Value to Clients , Value for Money Rate Structure Documentation, Technology, Hand Holding, Specialized Functions Knowledge Sharing & Best Practices Exchange through Shared Services Forum ,

Conclave Events, Industry Publications and Interactions

Execution Focus & Long Term

Association

Strong Experience in Global/ MNCs, Indian Groups, Large/Mid Size Corporations Finance, Business & Business Process Leadership Experience in Multiple Domains Blending Consulting, Operations, Leadership & Capability Development Proprietary Techniques/Tools – BPPQ, PAM, PCP, TP Readiness etc.,

Comprehensive Industry

Experience

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Recruitment and Selection

Payroll & Comp.

Employee Master & Data Mgt

Performance Management

Benefits Administration

Training & Development

Relocation services

Customer Interaction

Sales Management

Customer Acquisition

Customer Help Desk & Retention

Customer Collections

Customer Master & Data Mgt

Analytics/MIS

Accounts Payables

Receivables Support

Treasury Ops

Travel Expenses

Accounting

Reconciliation

Closing & Reporting

Financial Statements

Financial Analysis

Finance &Accounting

Customer Lifecycle

ManagementHR

Demand Management

Material Planning

Transportation Management

Imports & Documentation

Financial Supply Chain

Production/ Supply Mgmnt.

Spend Analytics

Supply Chain & Logistics

Procurement Management

Application Development & Management

Infrastructure Management

Data Centre Ops

Network/ Help Desk Support

Resource Optimization

IT Analytics

IT

Business Process Spectrum Support/Enterprise Functions

Leadership Team Brings immense Experience & Expertise across Multiple Domains – Manufacturing & Service Industries

Banking

Financial Services

Insurance

Payment Card

Telecom

Travel

Hospitality

Healthcare

Retail

Operations*

*of Service Industries

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• Commercial Lending Services

• Consumer Lending Services

• Reconciliations • Wealth Management

Services

• Capital Markets

• Risk Management

• Trade Clearing and Settlements

• Asset Management

• Compliance

• Property & Casualty Insurance

• Life, Annuity and Retirement

• Policy Set-Up

• Agency Management

• Billing and Premium Application

• Policy Underwriting

• Policy Maintenance and Servicing

• Claims Management

• Renewals

• Reconciliations

• Retail Banking

• Mortgage Services

• Cards and Payments

• Commercial Lending & Trade Finance

• Database Maintenance

• Account Administration

• KYC, AML & Fraud Management

• Reconciliations

Banking InsuranceFinancial Services

• Agency Services

• Billing Services

• Revenue Assurance

• Service Provisioning & Management

• Collection Services

• Customer Accounting

• Telecom Analytics & Insights

• Customer Service & Retention

• Reconciliations

Telecom

• Reservation Back Office

• Agency Management

• Customer Service and Helpdesk

• Airline & Non Airline Settlements

• Customer Billing & Refunds

• Reconciliations

• Ancillary Services

• Business Reporting and Client MI

Travel

Business Process Spectrum Service Industry Operations*

* Besides, processes relating to horizontal enterprise functions like F&A. HR, Procurement, IT & Customer Lifecycle Management for each of the above verticals

Deliver 40+% Cost Saves & Enable Value Realization

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Technology Enablement

Process Transformation

Robotics

Business Enablement

Process Performance

Dashboard

Activity Monitoring

Process Operations

Workflow Suite

Compliance

Productivity

Process Migration

Capability ToolsBPPQ TM

PAMTM / PCPTM / WDTTM

Process Mapping Tools

Technology & Tools - An Integral part of our Services, Capabilities and Solutions

Process Driven Tools ERP Driven

SAP, Oracle & other ERPs

• Diagnostics• Metrics –

Automated/Manual• Systems

Documentation• Interfaces to ERP• Reports/ MIS from

ERP• Road-Map for

improvements• Implementation of

Changes

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Telecom Major,Gurgaon

18,000+ Employees

• Scope Finance & Accounting

• Completing Migrations• Improving KPI Scores• Taken to Rank 1 amongst 12

Global SSCs• Reduced Attrition, improved

employee motivation & higher customer ratings

Fin. Services, Card & Travel, Delhi

6,000+ Employees• Pioneering Offshoring

Center• F&A, Procurement, Risk

Management, Customer Service, Analytics etc.

• Processes migrated across the Globe

• Saves of over 15 Mn• Global CoEs• Global Projects

Healthcare Giant, Gurgaon

4,000+ Employees• US to India Offshoring

Operations• US-India JV• Processes from 130 locations

across US• F&A, Customer Service &

MDM• Augmented new services/

process improvements• Cost Saves 4Mn USD

Alco-Beverage Major, Bengaluru

9,000+ Employees

• Scope Human Resources

• Transition to Managed Captive within 6 Months

• Cost Saves of ~22%• OPD & Tent Cards Creation• Process Metrics &

Dashboard Implementation• Ask HR Tool Implemented• Process Improvements• HR Survey

Automobile JV, Gurgaon

11,000+ Employees• Scope

Finance & Accounting• 5 Business Areas - Tech,

Sales & Mktng, Industry Ops, Products & Corporate

• Cost save of 25% IRR with less than 2 Yrs Payback

• Document Tracking Tool & Dashboards

• 10% FTE saves in first 3 months

Leading Manufacturing Company, Gurgaon5,000+ Employees

• Scope Finance & Accounting

• Workflow Implementation• Process Standardization,

Process Consolidation from multiple BU’s & Locations

• Payment from Single Bank Account for all businesses

• Consolidated Vendor Master Management

Insurance Major, Pune

7,000 BOT Employees• Scope

Customer Facing Ops Back Office Operations Finance & Accounting

• Cost Save of over GBP 2Mn• Performance Management ,

Capacity Utilization and Productivity Metrics

• Charge Out Tool Developed• Transition of F&A processes

RvaluE SSC Experience - A Snapshot

Largest Pharmaceutical Co., Gurgaon

10,000+ Employees• Scope

Finance & Accounting• 16 Business Areas• Migrated 25 Major Processes• Scaled up SSC Operations

from 70 members to 150+• 6% FTE save in first 3 mths &

10-12% FTE save in 18 mths• SLA, Metrics tracking and

Dashboards

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Expanded BPM Knowledge through Participating Organizations at SSF, India

Pioneering Forum to bring Global & India BPM practices to the same platform

Shared Services Forum

• 5 National Conclave Events, where more than 600 Delegates participated

• 14 Shared Service Operations of Indian Organizations awarded/ recognized for Excellence in BPM

• More than 50+ Leaders presenting Industry Insights and 30+ case studies

• Research Papers Published including first of its kind SSC Survey & BPM in Global India

• Process Edge Journals launched since 2012

First Ever Survey for India First ever Book on BPM Global India BPM Landscape

Process Edge Journals

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Co-Investment

SLA Assurance & Dashboard

Real-Time Leadership Access

Cost Optimization

Technology Enablement

Compliance & Control

Committing to Successful Partnership

Outcome Focus

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RvaluE Leadership Team

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Ravi S RamakrishnanFounder & CEO, RvaluE

Ravi Ramakrishnan is the Founder & CEO of RvaluE Group, comprising Consulting, Leadership Development and Industry Forum for Shared Services. He is a Chartered Accountant, Cost Accountant and Company Secretary with 35+ years of corporate sector and entrepreneurial experience.

His vision is to enable organizations and people to ‘realize business value’, having worked with multiple domains, across multiple functions and business units. Ravi has a unique blend of exposure to professional, family and global work environments and in multiple domains of manufacturing/service Industries.

Starting his career with Hindustan Unilever Limited, he comes with senior leadership experience as Controller/Commercial Manager in Murugappa Group, became the CFO at Eicher Group, and experience as in his last role, was part of the global leadership team as Vice President and Business Leader at American Express to set up the pioneering Global Financial Center. He enabled growth and globalization of the Business Process Service operations, focused on business process transformation, large GIC operations, value delivery, creating ‘global centers of excellence’, and working with customers across the globe.

Recognized as a ‘Thought Leader’ in BPM, Ravi is passionate about creating the ‘Global India’. He set up RvaluE Consulting in 2004 for business services and RvaluE LS for capability, leadership development and learning services. He is also the Founder of Shared Services Forum (SSF), an interactive industry platform since 2011. Ravi believes that business and people are two sides of the same coin. He mentors business leaders and is an Executive Coach for mid to senior level leaders. Ravi is a speaker at national and international conferences on topics relating to business process strategy, off shoring, shared services, outsourcing and organizational effectiveness. He is the first independent consultant in India certified by ITSqc, Carnegie Mellon University, USA to implement eSCM – eSourcing Capability Model, and the emerging global standard for the SSC/BPO/ITO space.

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Anand Maheshwari is a meritorious Chartered Accountant and also a Company Secretary, and comes with over 3 decades of extensive work experience with a blend of senior management and entrepreneurial roles, within India and UK. His experience includes controllership / CFO responsibilities, business and finance leadership across a variety of domains of Offshoring & Domestic Business Services, Financial Services, Oil, Petrochemicals and Chemicals, IT and related services.

Anand has worked in corporations like Jubilant Organosys, Kanorias, American Express Global Offshoring Operations and Venture Infotek, and over the last 10 years, Anand has been a serial entrepreneur, co-founder for Intrust Global eServices in Business Services,

Anand MaheshwariPresident – Strategic Initiatives, RvaluE

Chairman of Suprawin Technologies and then co-promoted Pegasus Oil & Gas Services. He was instrumental in setting up the first-ever Global In-house Center (GIC) Financial Center of American Express in India in mid-90s as Shared Services for F & A and Operations processes. He has worked with large global organizations like Solvay Business Services in Europe, and many others in UK & USA. He deploys his M&A expertise in enabling companies to buy/sell business services operations and derive/deliver ‘value exchange’ to client corporations.

Anand has handled multi billion dollars’ business transactions, pioneered transitions of finance and operations processes, led multiple global projects like Y2K and BPR, bringing huge cost saves and value to various stakeholders, and was deputed to UK on a global assignment.

In his current role, Anand brings proven strategic execution capabilities, stakeholder collaboration and people management skills and focus on coaching and mentoring leaders. While detail oriented, he has an excellent strategic oversight and has a keen mind that breaks down complex issues into manageable chunks. He brings insight, global experience, expertise and a sense of humor to engagement, enabling him to collaborate well with clients, associates and colleagues.

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Sanjay Gupta is the Chief Architect of Shared Services Forum (SSF) and the Strategic Offshoring Lead. He has over 28 years of work experience in the fields of Management, Business Processes, Finance and Human Resources, having been part of EXL Service Holdings, American Express, Indian Oil Corporation and Living Media. At SSF, Sanjay has several research and publications on BPM & Shared Services to his credit and he is the Editor of the SSF Journal Process Edge.

In his last role, he was the Global HR Head for EXL Service Holdings. He comes with a blend of experience in global and domestic corporations, in private sector and public sector organizations in various capacities, strategic as well as operations roles, covering various domains in Off shoring, Financial Services, Insurance, Oil & Energy and Media.

Sanjay GuptaChief Architect, Shared Services Forum

Sanjay comes with 2 decades of off shoring experience in multiple domains and multiple structuring models like Captive, Third Party BPO, BOT, Managed Captive etc., Besides being the Off shoring Lead, with his extensive experience, and having been part of several start up operations in off-shoring and BPO with demonstrated execution and success, Sanjay has taken this role of heading the Shared Services Forum, an organization that will bring together the industry community in India to adapt global best practices in BPM to suit Indian context.

Sanjay is a Chartered Accountant by qualification. During the initial 10+ years, Sanjay worked within the core Finance & Accounting functions in domestic companies and initial setting up of the off shore centre. He started his career with Living Media and Indian Oil Corporation, and served in many functional roles in Vendor & Receivable Management, Balance Sheet Consolidation, Oil Pool Accounting and Inter-company settlements.

At American Express FRC, he first migrated and then serviced several groups of international financial servicing covering both card and travel accounting. While this centre was set-up as a captive unit, it was the first pioneering BPM operations unit with client deliverables in several countries across the globe. He brings unique skill and expertise of process, operations and people to deliver excellent results, exceeding client expectations.

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Rakesh possess a strong strategic leadership and execution capabilities with 15 years of experience in the Business Consulting and IT/ITeS Industry. He played vital leadership roles including Strategy Leadership, Sourcing Advisory, RFP & Deal Management, Program Management, Change Leader, Business Transformation & Excellence, Service Delivery, and Leadership Development across Finance & Accounts, Human Resource, Supply Chain & Logistics, Customer Life Cycle Management, and Information Technology functions.

Rakesh has successfully led many customized strategic initiatives such as Business process transformation, location strategy, sourcing model strategy, benchmarking etc. He spots Industry Trends of Business Process Management in Global India and has pioneered and

Rakesh SinhaVice President & Business Leader, RvaluE

published research papers on BPM & Shared Services since 2012, and first ever book on BPM in 2013. He is invited in Industry Forums to share his perspectives in Business Process Services. He championed the thought of Shared Services Forum (SSF) India and led organizing National Conclaves.

In his stints with IT arm of Escorts, Espire Infoserve, Centurion Bank of Punjab, American Express and RvaluE, got exposure to provide services to international and domestic clients across multiple domains encompassing multiple structuring models - Captive, Third Party, BOM, BOT and JV.

At RvaluE, he has made significant contribution to projects in vision planning for globalizing shared services, identifying process consolidation opportunities for over 2500+ FTEs, preparing business case, leading process migration/people transition and stabilization in SSC operations.

Rakesh is certified as an Authorized Evaluator by ITsqc of Carnegie Mellon University, USA. He has been trained for BS 7799 and in Project Management Methodology (PMP). Rakesh is a Certified Trainer and Program Coach for the global leadership program from Canada. He is a Bachelor of Information Technology and acquired business management skills from IIM Calcutta.

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Sustain Global Standards of Service ExcellenceRealize Full Potential of Business Process Services andBecome Strategic Partner to the Corporation

RvaluE will

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The trade names and logos used in this presentation are property of their respective owners. This document is submitted on the understanding that you shall maintain the contents in the strictest confidence, that it shall not disclose the said information, concepts and ideas to any third party without the consent of RvaluE Consulting Pvt. Ltd., and that you shall not disclose the contents or any part to anyone other than those within your organization who have need to know them.

Ravi S RamakrishnanRvaluE Consulting (P) Limited

ravi.ramakrishnan@rvalueconsulting.com+91 98100 37213

+91 (11) 26674814www.rvalueconsulting.com