Client Needs & Objectives
Define and prepare the implementation of changes in the steering framework (principles, indicators, tools, processes) in light of new strategic approaches:
4 major observations have emerged:
- The complexity of commercial activities and sales events, with an increase in indicators
- A boom in the production of internal and external reporting
- A significant number of stakeholders at HQ and the Banks / Regions producing the reporting, which results in lack of consistency
- A tight budgetary context further prioritising investments
Our approach
- Overview of sales, financial and risk steering: definition of business functions, available tools (depending on operational level), project activities and realisation of the reporting process and data path
- Identification of quick wins with Finance and IT departments, to improve commercial steering: improvement of the reporting process that ensures reliability of indicators, automation of budget entry
- Definition of principles and commercial indicators scorecard: arranging and conducting workshops with Management and network representatives to provide guidance and in-depth coverage and prioritise needs for 2019
- Formalisation and validation of operational needs (IT realisation, activation and facilitation…), and work schedule
