Rsm Intro Presentation No Bio

Introducing – RSM McGladrey Strategy and Operations Consulting Services

Working together, McGladrey & Pullen and RSM McGladrey…

• Founded in 1926 in Cedar Rapids,

Iowa

• Fifth largest accounting, tax and business consulting firm in the U.S

• Over 120 offices in 22 states nationwide; 620 offices in 70 countries

• $2.5B in revenues

• 10,000 professionals and associates; 23,000 employees

• Serve more than 100,000 clients

worldwide

About our firm

Select Midwest Clients

RSM Selected Consulting Capabilities

33333

Risk Assessment

Quality Assurance Review

SOX Compliance

PCI Compliance

Special projects

Outsourcing / Co-sourcing

IT Risk Management

Business Continuity Planning

Financial Advisory Services

Strategy & Business Planning

Operational Improvement

Financial Mgmt Improvement

Profitability Improvement

Procurement Improvement

Enterprise PMO Development

Professional Resources

Fraud Forensics & Valuation

Compensation & Search

Risk Management

ITConsulting

Network Assessment

Network Outsourcing

Business Intelligence

Data Warehousing

ERP, CRM Implementation

SharePoint Customization

Systems Integration

Telephony & Data Cost Mgmt

Our Industries For FocusManufacturing Wholesale / Distribution Healthcare

Government Not–for–Profit Banking

Construction

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RSM Strategy and Operations Consulting, High-Level Overview

Typically Our Clients

Project Focus Areas

Professional Resources

and Services

Partnership Opportunities Define Gaps and Barriers Align Capabilities & Resources

1. Are growth-oriented and fast-paced 2. Are experiencing significant change

in their business or industry3. Have planning concerns4. Are experiencing resource capacity issues5. Are in need of accelerating results6. Have project prioritization issues7. Need an objective assessment and

recommendations to support decisions8. Need to improve resource allocation9. Need to improve profitability10. Need outside resources to lead risk-

inherent, cross-functional projects with competing stakeholder needs

1. Flat or declining profitability2. Need to better understand product costing and

the activities that drive costing models3. High costs/ no standardization4. Low or no operational integration or

centers of excellence5. Unfavorable project outcomes (missed

timelines and expectations)6. Inefficient processes (timeliness or outcomes)7. Lack of resources to deploy key initiatives or

maintain operations AND run projects8. Lack of meaningful management reports,

financial, operations, customer, human capital9. Slow or declining growth, at the product,

division, or company level10. Areas of risk exposure in supply chain or with

specific vendor or products11. Lack of clarity and prioritization by the

leadership team

1. Business Analysis2. Process Improvement3. Program and Project

Management

Improve Client

Results

Project Execution

1. Efficiency2. ROI3. Customer satisfaction4. Managed growth5. Business is prepared for the future6. Succession/ transition clarity7. Improved employee morale8. Reduced corporate risk9. Alignment of the top team

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Improving execution through-out your business planning cycle

Our professionals are poised

to work directly with you, throughout each stage

of your annual planning cycle.

We have professionals that can help you:• Design or assess your strategies

• Translate your strategies into plans

• Develop strategic performance measures to help you

understand how you are performing to your plan

• Build or assess detailed operational plans

• Lead and provide resources to execute projects

• Help you identify implementation risks

• Perform detailed financial analysis allowing you

to make data-driven decisions, and improve profitability

• Facilitate strategic reviews and learning processes Adopted from Kaplan and Norton Planning ModelHarvard Business School

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Aligning to help you solve business problems

RSM Strategy and Operations Consulting provides you with professional resources that: expand your capacity, add specialty skills, reduce implementation risks,and deliver results.

Our Resource Strengths:

• Process Improvement

• Business Analysis

• Program and Project Management

Strategy & Growth Services Operations Improvement Financial Management

1Flat or Declining Profitability

• Annual Business Planning• Strategy Development & Assessments• Organizational Development (Right Sizing)

• New Operating Model Formation• Profit Improvement Programs• Business Process Analysis• Spend Visibility & Strategic Sourcing

• Profit Enhancement• Cost Accounting & Segment Profitability Design• Profitability & Contribution Analysis

2High Costs/No Standardization

• Business Process Analysis• Shared Service Creation & Consolidation• Process Reengineering & Acceleration• Spend Visibility & Strategic Sourcing

• Profit Enhancement

3Low or No Operational Integration

• M&A Integration• Shared Service Creation & Consolidation

4Unfavorable Project Outcomes

• Strategy Development & Assessments• Pilot Planning & Execution• Project Execution Assessments• Assess Project & Portfolio Metrics

• Evaluate or Develop a Project Management Office • Financial Projections & Modeling

5Inefficient/Slow Processes

• Process Reengineering & Accelleration• Accounting & Financial Management BPI• Month-End Cycle Reduction

6Lack of Resources to Deploy Initiatives

• Pilot Planning & Execution• Develop Business Requirements• Evaluate & Streamline Processes• Project Implementation

• Forecasting Planning & Program Development• Financing Assistance• M&A Due Diligence Assistance• Temporary Controllership

7Lack of Meaningful Management Reports

• Balanced Scorecards • Management Reporting & Planning Development • Accounting & Financial Management BPI

8Slow/Declining Growth (Revenue)

• Annual Business Planning• Strategy Development & Assessments• Product Development & Implementation• Launch New Revenue Models & Offerings

9Address Increasing Business Risk

• Annual Business Planning • Spend Visibility & Strategic Sourcing • Internal Control & Fraud Agreed Upon Procedures

10Technology Modernization

• Develop Business Requirements• Evaluate & Streamline Processes• Project Implementation

• Accounting & Financial Management BPI

11Positioning for Rapid Growth or Recovery

• Project Implementation Planning• Organizational Development (Right Sizing)

• Business Process Analysis• Cash Flow Analysis• Capital Funding Analysis• Resource Allocation

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Lack of clarity and prioritization by the leadership team

• Contingency & Scenario Based Planning• Cultural Change Readiness Analysis• Align Leadership Priorities• Leadership Development• Resource Allocation

• Financial Projections & Modeling

Issues How we help you address your business issues

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Assessment based approach

Whether we are working on a

large program implementation,

a financial analysis project,

or are helping you improve project

results for your business,

RSM wants to work with you to

understand your priorities and

develop a roadmap to achieve

your goals.

Assessment-based Engagement Model

Implementation and Execution Assessment

IdentifyGaps, Opportunities, Risks

PrioritizeQuantitative & Qualitative Analysis

RecommendBusiness Impact, ROI, Cost/Benefit Analysis

ImplementCreate Metrics, Execute, Monitor Performance

Change Management

& Risk Management

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Why RSM McGladrey Consulting Services

Time & Resources: Although there is likely no shortage of good ideas in your company, communicating those throughout the organization and across functions, physically changing processes and systems, and modifying the skills and behaviors of employees and management is extremely time consuming and difficult. Dedicated external experts can greatly accelerate results and realization of expected benefits.

End-to-End Accountability: The work is not done once the projects are complete. We will be there after implementation with support and accountability to prove that the results promised are the results delivered.

“Real World” Practitioners: We’ve done this before in the real world, not just as consultants, and understand the complexities of delivering results across diverse organizations. The opportunities identified will be realistic and achievable; we will not over promise and under deliver.

Independent Perspective: Our consultants have no agenda, offer objective reasoning based on cross-industry lessons learned and have a willingness to address difficult situations.

Project Management: We have PMP-certified professionals, leveraging a proven methodology for successful program and project management.

Change Management: We proactively recognize and tackle change management issues, and have extensive experience leading successful transformation projects.

Process Improvement: We have extensive knowledge across a wide variety of functional areas and utilize methodologies, tools and techniques that result in sustained, value-added improvements.

Financial Management: We understand how profit improvement programs impact the financials of a company, and can leverage this knowledge to produce significant financial benefits for your business.

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Identify pain points -Are you experiencing any of these issues:

Key Issue Area(s)Importance1. Basic2. Competitive 3. Differentiating

CURRENT STATE FUTURE STATE

Issue SpecificsEfficiency(H/ M/ L)

Effectiveness(H/ M/ L)

Efficiency(H/ M/ L)

Effectiveness(H/ M/ L)

Flat or declining profitability

Need to better understand your product costing and the activities driving your costs

High costs/no standardization

Low or no operational integration or centers of excellence

Unfavorable project outcomes (missed timelines/ expectations)

Inefficient processes (eliminating waste)

Lack of resources to deploy key initiatives AND maintaining operations

Lacking meaningful reports (financial, operations, customer, human capital)

Slow or declining growth (by product, division, or company)

Risk exposure in your supply chain with specific vendors or products

Lack of clarity and prioritization by the Leadership team

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To Learn More, please contact:

Eddie E. Ellis, Practice LeaderStrategy & Operations Consulting

Des Moines | Iowa

515.281.9394 (direct line)515.554.4727 (mobile)[email protected]

Questions and Answers