Location via proxy:   [ UP ]  
[Report a bug]   [Manage cookies]                
SlideShare a Scribd company logo

Mhc 2008

•
•

Morgan Holland & Company is a financial services consultancy founded in 1991 with offices worldwide. They provide comprehensive solutions to financial institutions, with experienced project managers and consultants. Their mission is to assist clients in implementing next generation systems through services like business strategy, process optimization, and technology implementation. They have experience with large clients across industries in projects involving areas like capital markets, risk management, and regulatory compliance.

1 of 18
Morgan Holland & Company, LLC. Financial Services Consultancy
Morgan Holland Background Founded in 1991 with offices in New York, Connecticut, California, UK, Singapore Professional Staff Project Managers average 15 years experience Consultants average 10 years experience Provide Comprehensive Range of Solutions to the Financial Services Industry Sell Side, Institutional Buy Side, Asset/Liability Management Prime Broker Hedge Funds
Our Mission and Philosophy Mission – to be a recognized leader in assisting our clients in achieving full business benefits and ROI. We are a specialist consultancy assisting our clients in the implementation of Next Generation Financial Enterprise. We assist our clients in decision analytics, business strategy, process and operations and information technology. Focus on complex, high value-added projects Emphasize proactive, accountable project management Ensure complete knowledge transfer Partner with financial institutions seeking ambitious change. Measure success based on results for our clients.
ABN Amro AIG Bank of America BGI Barclays Capital Citigroup Credit Suisse Deutsche Asset Management Goldman Sachs JP Morgan Chase Representative Sample of Clients... ING Barings Lehman Merrill Lynch Moody ’ s NYSE RaboBank RBS/Citizens Societe Generale UBS Chicago Board of Trade
Morgan Holland ’ s Capabilities Feasibility & Problem Analysis Solution Definition Design Construct Implement Benefits Realization System Implementation/Integration Services Strategy Problem Definition Business Case Development Operations Model Project Sizing and Budgeting Release Strategy Business Process Analysis Process Engineering Conceptual Design Prototype System Selection Product Evaluation Vision Business Needs Analysis Planning Scenario Creation Blue Print & Road Map Management Consulting Project Management – PMO Best Practices Functional Specs Technical Architecture Application Architecture Tools Evaluation Migration Planning Coding Unit Testing Integration Testing Strategy User Acceptance Testing Training Roll Out Support User Acceptance ROI Analysis Customer Surveys Ongoing Improvement Plans Process Audit
Capital Markets and Banking Basel II, Sarbanes Oxley, Anti Money Laundering Straight Through Processing/Process Optimization Hedge Funds, Prime Broker Active Portfolio Management Business Rules Structure and Analysis Business Process Monitoring and Exception Management Market, Credit and Operational Risk Pricing, Risk Management and Operations Systems Systems Development and Integration Margins and Collateral Management Institutional CRM Cost and Risk Reduction
Capital Markets Landscape
Issues Over The Last 10 Years Multiple disparate systems Numerous workarounds Manually intensive processes Non-standard P&L calculations Manual procedures for enterprise-wide reporting (very labor-intensive) Complex and expensive product suite Fragile Infrastructure Globalization Challenges Essentially, Nothing Has Changed ! The Same Issues Persist Today
Primary Business Drivers Massive pressure to reduce costs Falling or flat revenues in core business units Create a variable expense structure tied to revenue Requirements to do more with less Business Continuity Requirements Continual process of improving organizational, application and technical infrastructure Reduced staff means infrastructure weaknesses highlighted Regulatory requirements - increasing Patriot Act, AML, OFAC, KYC Increased disclosure Compliance Damage control, post Enron
Generic Target State Outsourcing Candidates Homogenized Functions Discrete Functions
Enterprise Solutions At MHC we view Enterprise Solutions as the aggregation of a number of related practices to provide a full range EA and Business Intelligence services to our clients We have the ability to design, implement and deploy enterprise wide applications that will maximize your ROI and reduce the operating overhead of these systems MHC provides the vision and execution capability to successfully implement a wide range of Enterprise Solutions
Enterprise Solutions Business Workflow & Process Consulting ERP EAI (Enterprise Application Integration) ETL (Extraction, Transformation & Loading Procurement Business Intelligence Knowledge Management Data Mart Construction and Data Mining Data Visualization CRM Web Services
24/7 - Web Reporting Example
Infrastructure Practice Infrastructure Strategy Assessment, Development and Roadmap Infrastructure Architecture Pre and Post Merger Assessments & Integration Planning Data Center Assessment. Design, & Implementation Management Business Continuity and Disaster Recovery Technology Relocation and Facility Moves Systems Integration, ETL, Middleware deployment Security – intrusion detection, security planning and implementation, security assessments Operating systems migration, deployment Storage Area Networking – Fiber and IP based storage Cost assessment, outsourcing and cost reduction solutions
Maximum ROI – The Combined Result STP combined with Ops Risk, CRM and Exception Processing shown as explicit examples, and Compliance which is identical to AML structurally, Utilizing the same core infrastructure, ROI is excellent MOST OF THE WORK IS INFRASTRUCTURE!
IT Governance An integrated approach that provides a complete framework of proven PMO best practices Uses projected metrics to steer projects and avoid costly mistakes as well as tracking actual project metrics, deliverables and milestones Facilitates inter and intra project communications at all levels of project activity Provides a centralized mechanism to collect, validate and share organizational IP in both technology and business areas
IT Governance Group Disciplines Capabilities and Standards Industry best practices Methodology & Processes Coaching and mentoring Knowledge Management Portfolio repository Leverage-able assets Lessons Learned Communications Communication campaign Internal and External stakeholders Strategic and operational Capabilities rollout Risk Management Risk and Issue management Scope change management Probability and impact assessment Stakeholder Alignment Corporate and business objectives Sponsorship and executive accountability Integrate business and IT organizations Resource Management Plan and estimate effort Determine staffing requirements Resource allocation and time tracking Milestones & Metrics Key performance indicators Dependency management Institutionalize milestone reporting Benefits realization Financial Management Investment expenditure review and approval Financial monitoring and control Resource cost allocations
Benefits of Using Morgan Holland We provide a dedicated focus on specific projects, allowing client ’ s full-time staff to operate uninterrupted on their normal responsibilities. MHC is experienced in managing large scale projects involving capital markets products and services. We have done this before, we can do it again. Experienced in complete front, middle and back office functionality and processing requirements.

More Related Content

Mhc 2008

  • 1. Morgan Holland & Company, LLC. Financial Services Consultancy
  • 2. Morgan Holland Background Founded in 1991 with offices in New York, Connecticut, California, UK, Singapore Professional Staff Project Managers average 15 years experience Consultants average 10 years experience Provide Comprehensive Range of Solutions to the Financial Services Industry Sell Side, Institutional Buy Side, Asset/Liability Management Prime Broker Hedge Funds
  • 3. Our Mission and Philosophy Mission – to be a recognized leader in assisting our clients in achieving full business benefits and ROI. We are a specialist consultancy assisting our clients in the implementation of Next Generation Financial Enterprise. We assist our clients in decision analytics, business strategy, process and operations and information technology. Focus on complex, high value-added projects Emphasize proactive, accountable project management Ensure complete knowledge transfer Partner with financial institutions seeking ambitious change. Measure success based on results for our clients.
  • 4. ABN Amro AIG Bank of America BGI Barclays Capital Citigroup Credit Suisse Deutsche Asset Management Goldman Sachs JP Morgan Chase Representative Sample of Clients... ING Barings Lehman Merrill Lynch Moody ’ s NYSE RaboBank RBS/Citizens Societe Generale UBS Chicago Board of Trade
  • 5. Morgan Holland ’ s Capabilities Feasibility & Problem Analysis Solution Definition Design Construct Implement Benefits Realization System Implementation/Integration Services Strategy Problem Definition Business Case Development Operations Model Project Sizing and Budgeting Release Strategy Business Process Analysis Process Engineering Conceptual Design Prototype System Selection Product Evaluation Vision Business Needs Analysis Planning Scenario Creation Blue Print & Road Map Management Consulting Project Management – PMO Best Practices Functional Specs Technical Architecture Application Architecture Tools Evaluation Migration Planning Coding Unit Testing Integration Testing Strategy User Acceptance Testing Training Roll Out Support User Acceptance ROI Analysis Customer Surveys Ongoing Improvement Plans Process Audit
  • 6. Capital Markets and Banking Basel II, Sarbanes Oxley, Anti Money Laundering Straight Through Processing/Process Optimization Hedge Funds, Prime Broker Active Portfolio Management Business Rules Structure and Analysis Business Process Monitoring and Exception Management Market, Credit and Operational Risk Pricing, Risk Management and Operations Systems Systems Development and Integration Margins and Collateral Management Institutional CRM Cost and Risk Reduction
  • 8. Issues Over The Last 10 Years Multiple disparate systems Numerous workarounds Manually intensive processes Non-standard P&L calculations Manual procedures for enterprise-wide reporting (very labor-intensive) Complex and expensive product suite Fragile Infrastructure Globalization Challenges Essentially, Nothing Has Changed ! The Same Issues Persist Today
  • 9. Primary Business Drivers Massive pressure to reduce costs Falling or flat revenues in core business units Create a variable expense structure tied to revenue Requirements to do more with less Business Continuity Requirements Continual process of improving organizational, application and technical infrastructure Reduced staff means infrastructure weaknesses highlighted Regulatory requirements - increasing Patriot Act, AML, OFAC, KYC Increased disclosure Compliance Damage control, post Enron
  • 10. Generic Target State Outsourcing Candidates Homogenized Functions Discrete Functions
  • 11. Enterprise Solutions At MHC we view Enterprise Solutions as the aggregation of a number of related practices to provide a full range EA and Business Intelligence services to our clients We have the ability to design, implement and deploy enterprise wide applications that will maximize your ROI and reduce the operating overhead of these systems MHC provides the vision and execution capability to successfully implement a wide range of Enterprise Solutions
  • 12. Enterprise Solutions Business Workflow & Process Consulting ERP EAI (Enterprise Application Integration) ETL (Extraction, Transformation & Loading Procurement Business Intelligence Knowledge Management Data Mart Construction and Data Mining Data Visualization CRM Web Services
  • 13. 24/7 - Web Reporting Example
  • 14. Infrastructure Practice Infrastructure Strategy Assessment, Development and Roadmap Infrastructure Architecture Pre and Post Merger Assessments & Integration Planning Data Center Assessment. Design, & Implementation Management Business Continuity and Disaster Recovery Technology Relocation and Facility Moves Systems Integration, ETL, Middleware deployment Security – intrusion detection, security planning and implementation, security assessments Operating systems migration, deployment Storage Area Networking – Fiber and IP based storage Cost assessment, outsourcing and cost reduction solutions
  • 15. Maximum ROI – The Combined Result STP combined with Ops Risk, CRM and Exception Processing shown as explicit examples, and Compliance which is identical to AML structurally, Utilizing the same core infrastructure, ROI is excellent MOST OF THE WORK IS INFRASTRUCTURE!
  • 16. IT Governance An integrated approach that provides a complete framework of proven PMO best practices Uses projected metrics to steer projects and avoid costly mistakes as well as tracking actual project metrics, deliverables and milestones Facilitates inter and intra project communications at all levels of project activity Provides a centralized mechanism to collect, validate and share organizational IP in both technology and business areas
  • 17. IT Governance Group Disciplines Capabilities and Standards Industry best practices Methodology & Processes Coaching and mentoring Knowledge Management Portfolio repository Leverage-able assets Lessons Learned Communications Communication campaign Internal and External stakeholders Strategic and operational Capabilities rollout Risk Management Risk and Issue management Scope change management Probability and impact assessment Stakeholder Alignment Corporate and business objectives Sponsorship and executive accountability Integrate business and IT organizations Resource Management Plan and estimate effort Determine staffing requirements Resource allocation and time tracking Milestones & Metrics Key performance indicators Dependency management Institutionalize milestone reporting Benefits realization Financial Management Investment expenditure review and approval Financial monitoring and control Resource cost allocations
  • 18. Benefits of Using Morgan Holland We provide a dedicated focus on specific projects, allowing client ’ s full-time staff to operate uninterrupted on their normal responsibilities. MHC is experienced in managing large scale projects involving capital markets products and services. We have done this before, we can do it again. Experienced in complete front, middle and back office functionality and processing requirements.