JDalal Associates, LLC JDalal Associates, LLC Introduction to

Transcription

JDalal Associates, LLC
Outsourcing – strategy, implementation, results tm
Introduction to
JDalal Associates, LLC
Real Estate Consulting Practice
Introduction to JDalal Associates, LLC
history
customers &
experience
locations
services
Founded in 2002
Fortune 500 companies in Financial and Insurance Services,
Technology, Manufacturing and Telecommunications as well
as Information Technology service providers - on and off
shore
Dallas, Hartford, Philadelphia, Rochester, Hilton Head,
Boston, New York, Washington, Mumbai
Business Process Improvement - Outsourcing Strategy,
Implementation and Governance, Information Technology
Strategy, Real Estate Property Management, and Cost
Management
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© 2005 JDalal Associates LLC. All rights reserved
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Jagdish Dalal - Principal
Jag formed JDalal Associates, LLC in April 2002. JDalal Associates, LLC specializes in
consulting in the field of Information Technology and Business Process outsourcing – with a
special emphasis on offshore advantages for outsourcing. His deep experience as a business
executive who contracted for these services as well as his leadership experience in establishing
outsourcing practice for some of the world’s largest professional services companies; allow him to
bring a unique perspective to consulting. His clients include Fortune 500 Financial Services
companies, a multi-billion dollar IT services provider, a small financial transaction service provider
just entering the BPO marketplace and a software company specializing in tools for outsourcing.
Jag joined Carrier Corporation (a $9B division of United Technologies Corp.) as Vice President/
e-Business and CIO, in November 2000, with responsibilities for worldwide IS and e-business
functions. In this position, he managed a $200M budget with about 1/3 of it spent on outsourcing
to service providers globally.
Prior to joining Carrier Corporation, Jag was a Partner in PricewaterhouseCoopers responsible
for Business Process Outsourcing (BPO) in the Technology and Communication industry group.
At PwC, he was responsible for the largest BPO deal recorded to date- Nortel Networks
outsourced its Human Resources and Procurement functions to PwC under a $630M (5 year)
agreement. Jag also led the “thought leadership” and marketing efforts at PwC in building the
BPO brand. BPO practitioners and consultants quote his articles and thoughts extensively.
Jag has held senior MIS leadership positions at Xerox, Unisys, Data General, Brookhaven
National Laboratory and Teledyne. In 1994, as Vice President of Information Management at
Xerox, Jag created the strategy and led the team responsible for a $3.2B global outsourcing
contract for EDS. The strategy and development of this major contract was documented and is
now part of a Harvard Business School case study.
He is a noted speaker and writes extensively on outsourcing, offshore outsourcing, shared
services and information technology management. Jag’s series of lectures on BPO have been
recognized as “pushing the envelope” in strategic thinking about outsourcing, while providing a
practical framework for businesses- users and providers alike.
Jag has received numerous awards and recognition for his contributions in the field of Information
technology management and outsourcing. He was a finalist for the World Outsourcing
Achievement Award and was honored at the World Outsourcing Conference in 2001. Jag has
also been recognized as one of the “2003 sourcing pros to know” by the leading sourcing
magazine – iSource.
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Greg Fischer – Senior Associate
Greg Fischer joined JDalal Associates as a Senior Associate in 2006. He has over
twenty years of senior executive experience in the design, construction and operation of
facilities, and in the management of corporate real estate programs for a Fortune 500 IT
services and computer technology company. He had full responsibility for all real estate
and facility operations for a 10 MSF portfolio with 400 properties worldwide, a
professional staff of 700 employees, and an annual operating budget of $250 million.
During his 25 year tenure, he accomplished:
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Established and achieved real estate performance targets and financial
operating goals
Developed space management plans to achieve the real estate performance
targets
Reduced real estate costs (rent and facility operating expenses) by $40
million while improving facility operational effectiveness
Developed a real estate cost-utilization model to align the space type and cost
with the business strategy
Greg provides strategic real estate and property management solutions to clients, and
delivers value-added solutions that improve the clients bottom-line; solutions that deliver
specific measurable results. Client solutions include: real estate portfolio optimization,
strategic cost alignment, competitor benchmarking, process improvement, key
performance targets, real estate cost-utilization models, space management plans, real
estate transaction management, and property & lease management.
Greg Fischer is a recognized expert in aligning real estate costs with the company
business strategy. Greg has an MS in civil engineering and an MBA in business
management from San Jose State University and the University of California
respectively.
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JDA Practice
Business and
Operational
Strategies
Achieving Your
Global
Business
Advantage
Real Estate
Transformation
Options
Managing Operations
For Success
Sourcing
alternatives
ÎExecutive
Governance
ÎAwareness
Breadth of practice
ÎStrategy
ÎImplementation
Strategy
ÎOn
going
ÎGovernance
Sourcing
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Corporate Real Estate
CRE Model
CRE Resource
Management Model
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JDA Practice
Helping clients maximize business operations
I. Strategy
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Validate Operations
optimizing strategy
Evaluate global approach to
resource management
Provide industry knowledge
and relationships
Share best practices
Global
Business
SOLUTIONS
II. Implementation
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Drive process improvement
Utilize proven methodology for
success
Conduct due diligence using
proven templates
Establish governance process
and requirements
Assure process for compliance
with regulations (e.g. SOX)
III. Results
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Provide implementation support
Design and implement governance
for success
Provide governance audit services
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Real Estate Cost-Utilization Model
The following is an example of a company operational performance target:
Assumptions:
Company revenue:
Employee headcount:
Communication industry target example:
Services industry target example:
$6 Billion
30,000
Facility costs @ 4% of revenue
Facility costs @ 3% of revenue
Operating Estimates:
Facility space estimate:
Space cost/% revenue target:
Space utilization target:
Space cost/employee target:
Space cost/SF target:
3%
6M SF
$180M
200 SF/HC
$6,000/HC
$30/SF
Space Cost-Utilization Model Example:
4%
7.5M SF
$240M
250 SF/HC
$8,000/HC
$32/SF
If the real estate performance
target is real estate costs per
employee at $6,000/HC and the
actual costs are running at
$8,000/HC, the difference between
the two curves above would
represent cost reduction
opportunities or operating margin
improvement (i.e. $2,000/HC @
30,000 employees = $60M cost
reduction potential).
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tm
SIR Framework for managing business services
Communication
Strategy
Implementation
Proven methodology
Results
Risk and Program Management
Business
Reviews
Service Process Outsourcing Opportunity
Ye
llo
w
Assessment
Implementation
Commitment
G
re
en
Risk focused
Bl
ue
Selection
Red
Review
Re
d
Strategy
Risk
Assessment
Yellow
Review
Green
Review
Risk Review
Blue
Review
Contract
Signed Contract
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Unparalleled Experience – Industry
JDA Associates have deep experience as executives or as
consultants to these companies – many of them are current
engagements.
Sourcing & Strategy Clients
Real Estate Clients
Unisys
American Express
National Bank of Australia
Government of Australia
Ameritech
Fischer
John Hancock
Thomson West Publishing
Thomson Financials
IRI (US and India)
Key Corp.
Texas Utilities
Xerox
Burlington Northern Railway
Bristol-Meyers Squibb
EMC2
CBS
Nortel Networks
American Express
Motorola
Chiron
BP/AMOCO
Transamerica Insurance
AT&T
Molson’s
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JDA - Differentiators
; True consulting practice rather than a large organization providing
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talented skills for projects. We commit to “transfer knowledge” to
clients and provide them with tools, techniques and templates so as to
reduce dependence on consultants
All engagements led by a “dedicated” senior associate – each with
over a decade of experience in the field of outsourcing
Engagement teams assembled on a need basis and associates
engaged only for the duration for their expertise needs
All associates with deep operational experience – many with
experience as both a buyer and a service provider in IT and Business
Process outsourcing
Deep knowledge of various industry regulations (especially Financial
Services) - US Federal and some state
First hand, intimate knowledge of overseas capabilities – Canada,
India, Malaysia, South Africa, Brasil, Mexico, Costa Rica
Recognized for thought leadership in the outsourcing field – means
clients do not get offered the “same” solution
All engagement pricing includes unlimited (and not billed) access to
the senior associate by phone-email (and a less than one business day
response, 24 hours a day, 7 days a week)
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Selected Engagements

US financial services institution (one of the top 20 in US)
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Helped create IT applications off shore strategy
Helped manage transition of work in a phased approach
Created a risk management and governance program and helped lead the due diligence and audit team for the establishment of the
governance
US insurance company (one of the top 3 globally)
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Helped create BPO strategy for off shoring the back office processing work (call center as well as insurance processing activities). The
implementation is designed in 5 phases
Helped create the due diligence and governance framework – prior to selecting a service provider. Also, participated in the due diligence of
the interested service providers
Helped finalize the agreement and migrate activities to the center in Canada
Led the team that managed the transition validation as part of acceptance process

US bank (one of the top 10 in globally)

Power Utility
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Audited the existing off shore engagement and recommended improvements in the governance program for effectiveness
Helped create outsourcing strategy and helped manage the sourcing process – all completed on a very fast track
Pharmaceuticals company
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As a member of the consulting consortium team, helped create financial model to validate the current costs and create the framework for
evaluating service provider bids

Transportation company

Large IT and BPO service provider in the Telecommunications industry
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As a member of the consulting consortium team, helping to manage the development of strategy and sourcing process for IT outsourcing.
Working to create the off shore strategy and evaluation of captive off shore centers
Helped create and refine their message for the services to one of their major clients looking to expand from the IT service to a full BPO
service outsourcing

Strategy support to a nascent BPO services company (located off shore)

Transition support to a Finance and Accounting BPO services company engaged in “winning” BPO business
from a large US bank
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Helped create strategy for market positioning and establishment of the operational center
Appointed as consultant to the Board (a JV between two large public companies)
Helping to create strategy for transition of work to the BPO center
Support for contracting activities
References available
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JDA – Associates
Other associates include senior executives with extensive experience in managing various functions and outsourcing activities - both as
service providers and as executives engaged in buying services.
Associates include:
¾ A senior executive (Partner) from PricewaterhouseCoopers who led many initiatives in the BPO field both in the US and overseas
managing Real Estate outsourcing – due diligence through transition management
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A highly experienced executive with experience in CRM practice as well as complex project management. His work experience
includes senior level positions with a noted High Technology company as well as a senior consultant with Accenture.
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A marketing expert who has developed, implemented and managed marketing plans and activities for large Services companies as well
as providing consulting support to numerous companies in the services and outsourcing field
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An experienced attorney with deep experience in the offshore outsourcing as well as contract laws. His background includes working
for a renowned offshore service provider as well as a noted large law firm.
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A deeply experienced Financial Analyst (CPA) with experience in developing baselines and pricing for outsourcing activities. His work
experience includes a lengthy career with a noted Big 5 in their BPO practice as well as experience in financial workout of complex
situations.
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An experienced attorney, knowledgeable about Outsourcing contracts as well as intellectual property laws. Her background has
included working for a service provider as well as a client of outsourcing services and have drafted and negotiated many contracts,
some of them with unique legal and operational requirements.
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A senior analyst deeply experienced in the IT applications and BPO migration strategy. He was a senor executive with one of the
largest banks and also held a senior delivery executive position with one of the largest off shore IT service providers
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A senior executive from a renowned outsourcing company who led the transition of one of the largest IT outsourcing deals on the
record. Her background also includes a senior executive position in the field of Information Technology management at a Fortune 50
company.
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A senior executive with experience in IT strategy, planning and governance with a noted manufacturing company and a premier IT
service company.
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. A senior executive with deep experience in managing supply chain and operations IT environment. She is noted for her depth of
understanding of the Supply Chain processes and implementing large scale IT systems, such as SAP, i2 for a large global corporation.
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Greg Fischer
JDalal Associates LLC
Outsourcing – Strategy, Implementation, Results™
(215) 793 -- 0407
(215) 740 – 9694
Cell
[email protected]
www.JDalalAssociates.com
PO Box 15
Unionville, CT 06085
Visit JDA website for more information on
relevant articles and presentation
www.JDalalassociates.com
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