Brochures: Financial Services Industry  Brochures RSS Feed Business in Transition Services - Managing Mergers, Acquisitions, Divestitures and DownsizingIn today's economy, many organizations are experiencing economic impact not seen in recent history. Our advisory services help organizations develop strategies, convert those strategies to operating plans and implement optimization projects with the speed and precision necessary to drive value when the pressure to perform is immense. Many of our clients become overwhelmed with the decisions, process and deadlines. Couple those burdens with a lack of resources, and our expertise becomes vital. Contract Diagnostic Services - Know How Your Contract Stacks UpWhen it comes to outsourcing contract performance, executives often "don't know what they don't know". Does your contract address the latest regulatory challenges? How does your service level agreement (SLA) compare to the market? Are you getting a fair price? Customer Relationship Management Advisory Services - Transform Service Centers to Manage Critical Relationships and Maximize ROIImproving relationships with your ‘clients’ and lowering service delivery costs are not mutually exclusive. Today’s organizations continue to look for ways to improve ROI and contact center processes, often the most resource-intensive element of relationship management. Many are pursuing global contact center strategies, new technologies and third-party advice in order to drive continued value with key constituents. ERP Assurance Services - Mitigate the Risks and Maximize the ROI of Your ERP SolutionERP implementations, upgrades and extensions, though necessary, are expensive, time-consuming and come with big risks. Despite extensive internal project planning and constant communication with their systems integrator, many organizations find themselves questioning how their ERP project got off track. Expert Outsourcing Management and Governance Delivers ResultsManaging an outsourcing relationship requires different skills, processes and supporting tools than those needed for internal functions. Organizations typically do not possess extensive outsourcing management experience and tend to underestimate the challenges, skills and resources required to deliver the benefits they originally sought when signing the deal. Finance & Accounting Advisory Services - Quality, Cost-Effective Finance & Accounting is within ReachIn the new world of increased regulatory compliance, running a high-quality yet cost-effective Finance and Accounting (F&A) function is of prime importance. Your F&A department’s ability to manage internal controls, financial operating procedures and reporting capabilities can now, more than ever, affect your bottom line. HR Contract Review Services - Is Your HRO Contract Competitive? Are you getting everything you can from your outsourced service agreements — or are they costing you money? Contract reviews are occurring in greater frequency and at shorter intervals as a means to keep in step with market practices and pricing. No longer are organizations waiting until year four or five of a contract to evaluate how the delivery market has changed, because in today’s challenging times every dollar counts. Human Resources Advisory Services - Achieve Competitive Advantage with More Efficient HRAs competitive pressures mount, an organization’s human capital remains the distinguishing factor between good and great. A world-class service delivery model for Human Resources (HR) that allows you to focus on this critical asset can provide the competitive advantage required to succeed in today’s marketplace. Human Resources Diagnostic Services - Understand Your Cost Structure and the Path to ImprovementEquaTerra offers a Human Resources Diagnostic - a service designed to be completed within two to four weeks and helps HR practitioners determine how their organization is performing with respect to its peers, the market and outsourcing service providers. Our service turns analysis into an actionable plan for improvement. Improve Marketing Effectiveness and Efficiency...In Less than 12 MonthsEquaTerra's advisors offer in-depth expertise in marketing, procurement and finance to help create sustainable value in your marketing organization. Information Technology Assessment Services - Know Your IT Operating Strategy is the Right OneThe first step to a proven, world-class IT organization is identifying and addressing the department's shortcomings and assessing its current operational strategy. As many CIOs can attest, accurately analyzing one's own IT department is difficult, and often futile, without the proper resources and inputs. Information Technology Sourcing Advisory Services - Achieve a Proven, World-Class IT OrganizationToday's CIOs and IT executives have a variety of Information Technology (IT) transformation and sourcing choices. Yet knowing which option - outsourcing, blended sourcing, insourcing or internal transformation - is best for your organization and making the right decision can be difficult. Invoice Audit Services - Increase the Value of OutsourcingEnsuring invoice accuracy is one of the quickest and easiest ways to increase the value of outsourcing, but many buyers are plagued by questions including, "How do I know if my outsourcing invoices are accurate?" and "How much have I been overpaying?" Legal Process Outsourcing: Get Ready to Optimize Spend and In-House ResourcesA multitude of elements are driving internal general counsel and their corporations’ chairpersons to investigate and implement a wide range of strategies to optimize their legal spend. Managed Governance ServicesLearn about a more effective and efficient approach to help capture value and manage the risks of shared services and outsourcing portfolios. Optimize Your Real Estate and Facilities ManagementWith executives’ continued focus on gaining efficiencies and the evolution of the service provider community, sophisticated options for optimizing real estate and facilities management are now available. Procurement Sourcing Advisory Services - Improve Procurement Efficiency Cost Controls & Contract ComplianceThe demands placed on today’s procurement function are great: control administrative costs, improve process efficiency, reduce maverick purchasing, increase contract compliance – all while accelerating savings and increasing shareholder value. Accomplishing these objectives while your procurement organization is still focused on administrative tasks is not easy. Shared Services Diagnostic - Sustaining the Value of Shared ServicesShared services delivery is rapidly evolving and new, more efficient ways of operating are continually emerging. Operations that were world-class a few years ago may be out of step. And organizations focused on continuous improvement are seeing the bar ever moving. EquaTerra's Shared Services Diagnostic includes process and organizational health, financial benchmarks and a roadmap tailored to your unique situation. It goes far beyond traditional benchmarking and generic lists of best practices by providing step-by-step guidance on how to optimize your shared services performance. Shared Services On-site Brand Workshop - Transcend the TransactionalWhat incremental positioning might you expect in your internal marketplace if you successfully elevated your reputation for quality and value? What are the other dimensions of your image, and what lift might you achieve by enhancing those? EquaTerra's one day program helps shared services organizations change how they are percieved by their customers.