PRINCIPAL BASED REPRESENTATION

SCOPE OF SERVICES

 

CORPORATE PORTFOLIO CONSULTING

• Alignment Reviews

• Benchmarking, Metrics and Best Practices

• Database System Solutions

• HQ Optimization Planning

• Location Strategies

• M&A Due Diligence

• Major Asset Studies and Implementation

• Performance Metrics and Review

• Portfolio Cost Minimization and Management

• Real Property Administration

• Regional Portfolio Plans

• Strategic Portfolio Planning, Rationalization and
        Optimization

 

 

 

 

 

PERFORMANCE MANAGEMENT

• Client Transitions (with service providers)

• Development and Enhancement of Standards
        and Guidelines

• Educational Programs for CRE personnel

• Operational Re-engineering

• Organizational Design

• Quality Control Management

• Resource Deployment

• Standards and Guidelines

 

 

 

 

STRATEGIC ACCOUNT MANAGEMENT

• Annual Portfolio Reviews, Optimization and Planning

• Client Business Reviews and Alignment with
        CRE Focus

• Cost Minimization Analysis and Implementation

• Customer Relationship Management

• Integration of Multiple Service Lines

• Organizational Structuring

• Pricing Philosophies and Aligned Incentives

• Process Standards & Guidelines

• Strategic Planning, Implementation and

•      Management

• Technology & Reporting

• Transaction Management