before & after slides
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Here are examples of how to better present information in slide presentations. samples of before and after slidesTRANSCRIPT
BEFORE & AFTER SLIDESBrought to you by PerfectPlanIt
2FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FUR USE WITH THE PUBLIC.
Products and Services How We Help
Resources and experience Nearly 50 team members
More than 900 hours per week dedicated to research
Size and breadth to attract and gain access
Oversee nearly $170 billion in product
70 relationships
Commitment to intensive due diligence
350+ due diligence meetings per year
Independent oversight with a focus on risk
Product stress-testing
Risk framework
A diverse lineup of funds and managers
BEFORE
3
Products & ServicesHow We Help
Resources and Experience
• Nearly 50 team members• More than 900 hours per week dedicated to
research
Size and breadth to attract and gain access
• Oversees nearly $170 billion in product• 70 relationships
Commitment to intensive due diligence
• 350+ due diligence meetings per year
Independent oversight with a focus on risk
• Product stress-testing• Risk framework
AFTER
Discussion: Survey ResultsIndustry Group Response(s) to “how we process the creation of a material”
Oil and Gas When you say you fill out forms and tickets, are you using some kind of a system to track the md requests?Yes and we are going back and having to chase our tickets that aren’t complete at least 25% of the time.
Consumer Goods When (the part request) goes to procurement, is that still the Excel form being routed in an email?Yes. Once the material is created, do you have an automated notification going back to the original requestor?No, this is all done by e-mail. The point for me is that a lot of companies with us included have pushed process creation and maintenance work out and there’s a lot of churn involved around all of that…
Manufacturing Do you have a formal processteam?I wouldn’t say that…Do you use Lotus Notes to collaborate on the process? Yes.Do you use more than one system to manage? Yes. we’re kind of doing double duty (entry).
BEFORE
DiscussionSurvey Results
95%of interviews describe an extremely complex approach to processing…
Interview results indicate processing is manually intensive
When asked – “what if a seamless end to end, highly monitored system could be deployed…?”
Over 90%replied affirmatively
However, most organizations have a very high regard for their state of processing
AFTER
6
• Global Outlook of Gaming• US Gaming Industry Outlook • Europe Gaming Industry Outlook • Brazil Gaming Industry Outlook
Agenda BEFORE
7
AGENDA
US Gaming Industry Outlook
Europe Gaming Industry Outlook
Additional Slides
Global Outlook of Gaming
Brazil Gaming Industry Outlook
AFTER
Deploying a new application always poses challenges
• Transitioning from development to deployment brings three key challenges
8
Transparency is lacking Time is wasted Errors are introduced
BEFORE
9
The Big Day: Deploying a New AppTransitioning from development to deployment brings three key challenges for today’s operations teams:• Transparency is lacking• Time is wasted• Errors are introduced
AFTER
Changes in Work Life
• Office environments are changing• We work any where, any time
• Need to stay connected• We work on a variety of tasks• Variety of devices being used
BEFORE
The world of work
is changing.
AFTER
Assets in the Market
Total assets in the DC and IRA Market The amount of assets has grown significantly over
the past two decades Investment menus have changed The amount of assets in IRAs vs. DC plans is now
similar Mid, small, micro participants and assets Advisors and TPAsAmount of assets in IRA mutual funds
BEFORE
Total Mutual Fund Assets 12.7 DC/IRA Mutual
Fund Assets 4.5
Total Assets
$12.7DC Plans
$2.1
$2.4IRAs
AFTER
14FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FUR USE WITH THE PUBLIC.
Our Decision Making Process
Internal Committees
Processing Pricing Controls
Purchasing Product Procedures
Board of Trustees
Operations Committee
TCM Committee
Oversight Framework
BEFORE
Continuously testing our convictions through debate and dialogue results in superior decisions