groupbdo enterprise bpo sales solutions summer2012 pdf

Summer | 2012

GroupBDO®

Partnership for Excellence™

BDO|FAO|O2C Financial Process > Improvement

GroupBDO® O u t s o u r c i n g S o l u t i o n S a l e s

En·ter·prise

n.

1. An undertaking, especially one of some scope, complication, and

risk.

2. A business organization.

3. Industrious, systematic activity, especially when directed toward

sustained profit and growth:

4. Willingness to undertake new ventures; initiative:

Enterprise Outsourcing Solutions | Unmatched. BDO |Business Development & Sales Outsourcing FAO & BPO Providers

Financial Management Companies AR Software Companies

FAO | Receivable Management Consultants Receivable Management Consulting, Liquidity Solutions Credit & Collection BPO Outsourcing & Sales Outsourcing Strategic BPO Re-Alignment and Global Branding AR Business Unit Architects

O2C | Software Solutions Receivable Management Software Cash Application | Deduction Management | Credit & Collections Workflow

GroupBDO®

Summer | 2012 Partnership for Excellence™

> Enterprise Outsourcing Sales Solutions GroupBDO®

GroupBDO®

We are an established leader in the Enterprise Outsourcing Solutions industry. The company is headquartered in Austin, Texas and works with our American Alliance Partners in FAO and O2C Software Solutions to design and implement best-in-class revenue and business development departments. We realize that we are a reflection of our clients, and we work hard to maintain a positive reputation for professionalism, implementation speed and industry-leading results.

GroupBDO®


> Outsourcing Solutions Leader

GroupBDO®

Enterprise FAO Solutions & Managed Financial Services Financial Process > Improvement. People. Process. Technology.

Our Value Proposition Our Enterprise FAO Solutions & Managed Financial Services offers you and your organization innovative options to combine people, process, and technology in outsourced delivery models that creates real business value. Our unsurpassed global delivery expertise and infrastructure provides solutions for your industry across major business process areas. Outsourcing your business processes to a GroupBDO Partner can help your company address a range of needs through a variety of delivery models to: Achieve significant cost savings Drive business model change Enable strategic transformation Increase customer value Gain unique insights from your customer data Assess risk and take proactive action GroupBDO and it’s partners provides its clients with customized financial services that are required to keep the business operating as efficiently and as cost effectively as possible, so all that the client needs to concentrate on is their valued core business.

Summer | 2012

GroupBDO®


GroupBDO®

BDO | Business Development & Sales Outsourcing

Collection Management Companies RCM Software Companies FAO & BPO Providers and Consultants

Austin, Texas based GroupBDO LLC has the business development and sales expertise, domain knowledge, and an understanding of the best-of-breed methodologies to deliver collaborative business development and sales solutions which embody our clients' tactical and strategic revenue growth objectives. GroupBDO brings a tradition of invaluable experience garnered by serving clients across multiple verticals. The Group helps BPO, FAO, Financial Services, and Software Technology companies build direct and indirect sales channels and strategic partnerships that generate revenue in less time with lower risk. Whether you require direct sales offices, or strategic partners, we have the experience and relationships to help you establish highly qualified and focused partners that can form the foundation of your domestic and international sales for years to come.

Summer | 2012

GroupBDO®


GroupBDO® GroupBDO® BDO

GroupBDO®

FAO | Receivable Management

Your Performance Partner for Enterprise FAO Solutions & Managed Financial Services In the current global economic environment, corporations are facing the challenging task of cutting expenses while achieving increased departmental performance. Business processes are being thinned and pushed to their absolute limits of functional and reporting capabilities. Corporations approach their business markets and challenges differently. Some corporations embrace change; some require radical step changes in productivity and cost to stay competitive; others may look to continuous process improvement initiatives to stay at the forefront of their respective industries. Some have strong internal process leadership; others must augment their current capabilities. Whether your company operates from a global footprint, or in one market; whether the solution embraces one process or an entire business function or shared across the entire enterprise, outsourcing succeeds when the relationship is seamless and is predicated on meeting the client’s needs. Not all clients can readily embrace business process outsourcing as a means to change their operating model. Some look to “trial and learn”, moving a few processes at a time to a partner and measuring performance, while others can move forward with the transfer of processes across an entire function. Some companies are comfortable implementing a global deployment, while others wish to transition business unit by business unit, or geography by geography. And each company has a different approach to managing that Performance.

Summer | 2012

GroupBDO®


GroupBDO® FAO

GroupBDO®

Summer | 2012

GroupBDO®


GroupBDO®

FAO

FAO | Receivable Management

At GroupBDO we understand that no two companies are alike, and truly focus on “extending your enterprise” working with the client, in the way that client must work, in order to successfully change their operating model. Whether our clients wish to adopt a “learn by trial “program by implementing one process at a time, or whether they are prepared to deal with a major change in process delivery, GroupBDO and it’s partners work hard to meet client needs, aligning with client goals, not imposing ours. All of our management practices, systems and processes are aligned to this simple business fact. Outsourcing succeeds when the provider works in a collaborative manner with the client, bringing new processes and systems, new performance enhancing techniques and skill, but fundamentally solving problems and moving the key performance indicators (KPI’s) together.

Fin | Fait | Accompli GroupBDO Accounts Receivable and FAO Managed Services provides outsourcing solutions for virtually every type of business need; helping clients address a wide range of business challenges stimulated by today’s demanding market conditions. We help clients not only survive but thrive in this environment, achieving high performance through outsourcing solutions designed specifically for their business needs and goals.

GroupBDO®

O2C | Receivable Software Solutions The GroupBDO partners have become leading provider s of enterprise applications for revenue, trade, and receivables management to global clients. Our partners provides fully customizable, software and consulting positively affecting client relationships, profitability, and efficiency. Our application suite has provided companies with fully integrated automated cash application, chargeback/deduction control, collections management and trade fund management. Wrapped around this application suite is Business Insight, a dashboard view into your key performance indicators, analytics, and end user reporting to stay on top of important issues and make real-time decisions. We have the ability to provide a full “Order-to-Cash Solution - O2C” including the option to partially or completely outsource your accounts receivable process. Our customers benefit from preventing, recovering and collecting invalid deductions and chargebacks, reduced DSO, increased cash flow, decreased operating costs and better customer relationships. We offer SaaS, Hosted and Remote Administration Solutions. Auto Cash This allows a company to automatically apply over 90% of their cash receipts from a variety of sources - (lockbox, ACH, EDI, locally received cash payments, custom file downloads from customer web sites, etc.) to their accounts receivables. Not using the Auto Cash application software leaves a company at the mercy of their customers’ payment processes and schedules. Collection & Deduction Management (DCS) DCS manages an organization’s customer payment deductions and segregates the deductions from outstanding invoices and provides a true asset value of receivables and a pure DSO statistic. This solution ensures that all essential customer information is in one place, on one screen, so you will always know your total exposure while on the phone with a customer. Trade Promotion Management (TPMS) TPMS allows users to forecast, track, manage and analyze trade spending in real-time. This web-based solution increases company-wide visibility and awareness of trade promotions, effectively bridging the “department gap” between your sales force, brokers, customers and internal management through an automated, interactive system. Business Insight & Analytics This allows companies to make better informed management decisions, delivering reliable, easy-to-access business information without staff assistance. This multidimensional solution transforms reports that have proved to be time and process-intensive to run with just a few keystrokes. It allows you to spend your time analyzing & using your true data instead of trying to piece it together.

Summer | 2012

GroupBDO®


GroupBDO® GroupBDO®

O2C

GroupBDO®

Leadership Team

William Lennon, CEO and Founder Bill serves as the CEO of GroupBDO LLC. Bill is responsible for the company’s strategic development, marketing, and vision. He has more than 25 years of experience in the receivable management industry. Prior to his starting GroupBDO, Bill was the Director of Revenue Management for Central Freight Lines, Inc., a publically traded trucking company. Bill also previously held the position of Sr. Director of Business Development for 9ci, Inc. and Director of Business Development for Aceva Technologies. In 1996 he founded, DunnWorth Credit Corporation, a Receivable Management BPO that was sold in February 2002 to Investment Business Strategies, Inc. (First Financial Asset Management FFAM-www.1fam.com) . Jeff Cattoor, CCO Chris is Chief Compliance Officer for GroupBDO. Jeff will advise on Enterprise BPO engagements in regards to COSO / SOX404 compliance requirements along with working with the internal audit/accounting/IT Teams to mitigate the risk of such large scale BPO engagements. He will oversee on SOX deliverables as it relates to business process improvement (C2C) and IT areas that relate to the A/R cycle such as Risk Matrices, Process Narratives, Policies and Procedures, Key Controls, Technology Summaries, Control Test and Remediation. His experience spans Enterprise Controls Consulting, Ernst & Young and Weaver Tidwell.

GroupBDO®


GroupBDO®

GroupBDO®

Summer | 2012


These attributes and aspirations form the foundation upon which we build on GroupBDO's continued success. Creativity We thrive on innovation and originality, encouraging risk-taking and divergent voices. Customer Focus We show that we value our customers by serving them well, putting their needs and interests at the center of everything we do. Agility We move quickly, embracing change and seizing new opportunities. Teamwork We treat one another with respect—creating value by working together within and across our businesses and giving credit where it is due. Integrity We earn the trust of our clients by protecting their proprietary information, corporate goodwill, and by adhering to rigorous standards of business conduct in all our dealings. Diversity We attract and develop the world's best talent, seeking to include the broadest range of people and perspectives. Responsibility We work to improve our communities, taking pride in serving the public interest as well as the interests of all stakeholders.

> What We Believe .

GroupBDO®

Frost Tower Financial Center 401 Congress Avenue, Suite 1540 Austin, Texas 78701 Corporate Office +1 512.852.4356 [email protected]

GroupBDO®

Summer | 2012

GroupBDO®

> Client Services


GroupBDO®