Preparing for FATCA

Preparing for FATCA

Introduction of FATCA regulations meant our client required significant changes to their policies, processes and procedures. Business Analysis and Project Management was needed to identify, capture and implement the people, process, policy and procedural changes required while tracking and recording FATCA requirements and maintaining audit control for the project against the Group Programme.

Implementing a Trust Administration System

Implementing a Trust Administration System

With international expansion planned, our client recognised that it needed a new administration management system. The existing system had been installed in 1998 and was unsuitable for their complex and evolving trust and company administration requirements. 

Monitoring Portfolio Performance

Monitoring Portfolio Performance

With a portfolio of 90 companies that were required to submit management accounts each month, the organisation was struggling to produce useful data used to track performance against deal qualification metrics.

Improving a Pricing Calculation

Improving a Pricing Calculation

The introduction of new countries to the client's portfolio meant there was an inherent need to update the process of calculating the required fees. This process had not been updated for some time, and contributed to both revenue leakage and unncessary process burden on sales resources.

Diagnosing Process Problems

Diagnosing Process Problems

Greenlight were asked to highlight the top 3 problems within the team affecting provision of customer services within lead times, establish understanding of the level of impact issues were having on the business and recommend potential fixes for each issue.

Facilitating a Technology Investment Decision

Facilitating a Technology Investment Decision

Our client wanted to invest in a small technology start-up to re-purpose their existing solution for a different market. However before making an investment our client needed confirmation that the start-up's technology platform, operational processes and internal delivery capability could meet their requirements.

Improving an Ordering Process

Improving an Ordering Process

A backlog of over 200 customer orders had built up over a period of time, causing delays to the provision of telephony services to residential customers. Greenlight was engaged to supporting delivery of changes for the Order Management Process Improvement project.

Defining a Target Operating Model

Defining a Target Operating Model

Our client had a requirement to set up a Target Operating Model (TOM) for the Change Management & Professional Services department under which both strategic and tactical projects/programmes will be delivered.

Conducting Technical Due Diligence

Conducting Technical Due Diligence

Following the successful completion of previous work, our client required Greenlight to conduct a due diligence exercise to determine the validity of the black box and, to a much lesser extent, provide feedback on the technology, tools, development processes and team structure. 

Implementing a POS system

Implementing a POS system

Our client was in the process of changing their operating model from seasonal to all year round. In order to facilitate this change, they were constructing a new, indoor facility and required a scaleable point of sale system (POS) to support the new business model.