List of services
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Fields of intervention
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Interventions
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Advantages
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- Guidance
- Identification of the needs
- Information gathering
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- Define business needs
- Benchmark problem areas and determine the area of intervention required to develop solutions.
- Advise the clients in contract negotiations, related to our field of expertise.
- Document and analyze business processes, the operational and analytical systems, procedures and data to advise clients on alternative solutions.
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- A problematic well defined, is a problematic half solved.
- A good benchmarking allows positioning itself in comparison with the competition.
- A good documentation of the needs helps define and set action plan priorities that will maximize the return on investment and will allow for better risks management.
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- Tool selection
- Setup
- Deployment
- Upgrade of financial packages, such as:
- Portfolio management system,
- Risk management system,
- Data warehouse,
- Portfolio performance system,
- Inventory management system,
- Payment system
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- Support our clients in management of their programs, projects or preliminary analysis.
- Participate actively from preliminary analysis (client) to implementation (general contractor):
- Statement of needs,
- Identifying potential solutions,
- Designing solutions,
- Define deliverables,
- Development,
- Implementation,
- Documentation,
- Deployment,
- Post-implementation support
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- Our combined knowledge of financial professions and system tools supporting analytical and operational activities, provides our clients with the following benefits:
- Rapid and relevant assistance,
- Reduction of risks associated with lack of financial knowledge,
- A cohesive approach from preliminary analysis to implementation,
- Optimization accounting for quality/cost/deadline restrictions,
- Ensuring achievement of strategic and operational objectives in accordance with the original plans.
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Operational and analytical process optimization:
- Portfolio analysis (computation and analysis of position, performance, risk indicators, attribution factors),
- Market parameter management,
- Transaction management,
- New products integration,
- Risk management,
- Compliance and internal audit.
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- Process documentation and review.
- Identification of improvement areas.
- Definition of action plans.
- Implementation of the proposed solutions.
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- Continuous optimization of active solutions allows our clients to maximize their initial investments.
- From its experience in our clients’ realities, Consolutys acquires sound judgment to support them in decision-making throughout the optimization process.
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- End user training and organizational consulting
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- End user training on tools and business processes.
- Sensibilisation of the importance of maintaining excellent customer service for the firm’s internal clientele.
- Training and development of multidisciplinary teams.
- Coaching managers in human resources management, recruiting strategy, training plan and team organization.
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- Training at different levels provides our clients with:
- Freedom of action,
- Enrichment of internal knowledge,
- Winning conditions to maintain long-term relationships with customers,
- Development of solutions resulting from team synergy,
- Solid teams adapted to the profiles and needs of the business.
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