process consulting · zoho consulting zoho consulting if you have realised that your business needs...
TRANSCRIPT
• Process Consulting
• Digital Transformation
• Outsourcing
VALENTA BPO CORPORATE BROCHURE
Valenta BPO are specialists in Process Consulting, Technology Consulting and Outsourcing.
Our Process and Technology Consulting is designed to transform your business and enhance your competitive advantage. We work with you to understand your needs, identify and implement the right mix of technologies customised for your business, resulting in innovative, simplified and efficient business processes.
With our outsourcing solutions, we enable hundreds of businesses in Australia, NZ, Canada, UK, United States and the Asia-Pacific to grow through effective staffing solutions. We ensure that you have the best resources to help relieve bottlenecks, improve expertise and deliver cost-effective and efficient employment solutions.
We built Valenta BPO to help great firms like yours run even better. We are committed to providing innovative solutions to help your business succeed in today’s competitive business landscape.
ABOUT US
CORE SERVICES
ZohoImplementation
Digital MarketingProcess andTechnology Consulting
LEADERSHIP TEAM
Pia RoyHead of Partnerships
Jayesh KasimManaging Director
Chetan KasimChief Executive Officer
Industry Agnostic Services:
Build Your Team
Software Development
Natasha Bopaiah Head of Legal and Compliance
VALENTA WAY
Paraplanning
60 Minute Meeting
Process & Technology Consulting
Outsourcing Implementation
• About Us
• About You
• The Process
• The Tools
• Why & How
• Your current
• Your current technology
Quarterly Reviews
Annual Planning
Process & Technology
Implementation
• Team Training
• Roll out• Quarterly Goals
• Scorecard
• Issue Solving
• Knowledge Documentation
• Communication Management
• Training
• IT Set-up
• Roll out
process
The Valenta way
We get what you need
We generate results
OUR DIFFERENTIATORS
Financial Crime
01
02
03
04
05
06
Customized solutions
Technology optimization
End to end assistance
Financial Planning VirtualAssistant
Accounting
Industry Specific Services:
Legal Process Nuclear CRM
CORE SERVICES
Process and Technology Consulting
PROCESS AND TECHNOLOGY CONSULTING
Valenta technology consulting provides end-to-end services, from strategy to implementation, to help you accelerate change and deliver business outcomes through the power of digital technology.
Take advantage of our experienced consultants to create, expand or optimize your environment while gaining hands-on knowledge for your team.
We can add incredible value to your business if you answer YES to any of the following:
Do you use multiple software across your business?
Do you have clients across multiple CRMs?
Do you find it time consuming to data mine and identify opportunities and compliance issues?
Do you struggle tracking your business pipeline?
Do you use multiple system to track the revenue earned per client and profitability?
Do you struggle overseeing your team’s task and resource utilisation?
Do you want your client to have a client portal that shows them the value of your services?
Do you want to be a leading business using cutting edge technology?
Do you want an integrated system that has the functions of a CRM, social media management, password protection, invoicing, online signatures, online meetings and much more?
OUR PROCESS
Discuss Scope Document - To successfully achieve the business’s requirement it is important to have the objective well defined in a scope document. Our process commences with reviewing your scope document.
Proposal - We will provide you with an initial proposal detailing requirement, estimated timelines and estimates costs.
Business Discovery Sessions - During the Onsite discovery meeting we will request for a detailed walk through of all the objectives of the scope document and review the supporting processes & documents with key stakeholders
Project sign off - Based on the discovery session, we will present you with the final proposal for sign off.
Training - to successfully implement new / revamped systems and processes, training is crucial. We will roll out a training plan for a smooth transition.
Implementation - We will work with our business to successfully roll out the new systems & processes.
On-going support - We will commence ongoing maintenance support as required by your business.
Benefit realisation - We will work with your key stake holders to identify the benefits
Annual Review - business requirements change from time to time. During our annual review, we do gap analysis and ensure the system
Discuss Scope Document
Proposal Business Discovery Sessions
Project sign off Training
Annual Review Benefit realisation On-going support Implementation
Zoho Consulting
ZOHO CONSULTING
If you have realised that your business needs ZOHO because it is not operating at its full potential and is in need of an integrated software that can work for everyone in your business and improve bottom-line, we can build it for you!
Customizing a software as per your specific business needs and implementing it in your business, requires know-how, experience, and time commitment.
Our Zoho consulting team have experience in various sectors and we leverage our expertise to implement customized Zoho CRM solutions to streamline efforts across all departments, making marketing/sales processes and workflows more effective and efficient.
We bridge the gap between business needs and technology solutions through open collaboration with our clients.We use Zoho as a base and create bespoke solutions with various integrations to suit your business. You can also resell this solution.
OUR PROCESS
Implementing Zoho in your organisation should include one of more of the following application:
FOUNDATION BLOCKS
CRM PEOPLE PROJECTS FINANCE
Automated workflow
Realtime Reports
Lead Management
Email& Phone Integration
Attendance Management
Time Tracker
Performance Appraisal
Employee self Service
Time Sheets
Gantt Charts
Customised Reports
Project Coordinations
Invoice
Expenses
Purchase & Sales order
Automatics bank feeds
Client portal
Online payments
Inventory Management
Timesheets
POWERED BY
Discuss Scope Document Proposal Business discovery
sessions
Show prototypeProject sign offDesign architecture
Data migration mapping Build processes
Site implementationOn-going supportBenefit realisation
Annual Review
Training
Build Your Team
OUTSOURCING CAPTIVE
Economies of ScaleVendors are specialised, have the infrastructure and access to talent, ready to scale.
Critical mass is important. Usually 200 FTE’s is the minimum number to establish an effective operation.
Cost & Speed of Implementation
Vendors are prepared to ramp up operations relatively quickly.
Significant investment is required up-front to determine location, understand local regulations, setup the infrastructure and hire talent.
Running CostsCosts are well defined in the scope/contract, so there are no surprises.
Full control on the costs and can steer the boat based on market conditions.
Talent Management Responsibility of the Vendor. HR processes & strategy needs to be developed and implemented based on market requirements.
OUTSOURCING ADVANTAGE CAPTIVE ADVANTAGE
Cost Lower costs compared to Captive.Lower costs compared to operations in Home Country.
Talent Talent is secured constantly and have career paths to retain talent.
Ability to build CoE’s due to the talent available.
Productivity Delivery is expected based on SLA’s. Support and extent the productivity enhancement initiatives of parent.
InnovationInnovation teams usually exist with the vendor to add value.
Separate innovation hubs can be setup with a sole focus.
BCP BCP can be achieved if the vendor has multiple service centres.
Provides strong and reliable BCP.
ADVANTAGE OF OUTSOURCING AND CAPTIVE
OUTSOURCING VS CAPTIVE
At Valenta, we operate our BPO and have the know how to assist business setup their Captive center. In a nutshell a Captive Centre is suitable for business who are looking at employing 200+ staff while other businesses would benefit by using a BPO.
WHEN CONSIDERING OUTSOURCING, THERE ARE TWO MODELS TO CONSIDER;
1. Using a third party outsourcing business (BPO)
2. Setting up a Captive center
Contact us for a bespoke solution.
Digital Marketing
DIGITAL MARKETING PACKAGES
BASIC PRO ULTIMATE
Site Pages
Setup WordPress CMS Website
Mobile Responsive Website
Slider
Contact Form
Tech Support
SEO
Setup Blog on Website
Online Chat
6 9 15
Basic SEO On-page
WEBSITE DESIGN PACKAGES
Basic SEO On-page
$3,000 $4,000 $5,000
POWERED BY
SEO +SOCIAL MEDIA + SOCIAL MEDIA ADVERTS +GOOGLE ADVERTS +EMAIL MARKETING
Frequency Monthly
Cost per frequency
1-5 times per week
$500 per month $100 $100 $100 $250
1-10 advert 1-10 advert 1-4 campaign
ARE YOU FACING THESE DIGITAL MARKETING CHALLENGES?
Yes, I just started my website, but what’s next? How do I increase my online presence?
Having a website is just the first step to success in digital marketing. We can help your site get found by the right people, at the right timing, and to the right product.
Insufficient time to maintain SEO and digital marketing?
Save money from having to build and train your own in-house team. FOCUS your time and expertise working on what your business does best!
Lack of online strategy and digital marketing experience?
You are not the only one who doesn’t have a clear strategy and goal in digital marketing - we understand, and we are here to help! We have all the resources, expertise and experience to grow your business online.
Software Development
SOFTWARE DEVELOPMENT
If you’re looking to build a software development team, we can add value by providing you with world class software developers from the Silicon Valley of India – Bangalore.
For established businesses, our team of developers will seamlessly integrate with your internal teams. We will oversee the quality and service delivery of your outsourced team.
For startups, we offer the flexibility to scale up and down. By taking advantage of our ready infrastructure, you can take your product to market in a shorter period of time.
SOFTWARE EXPERTISE
OUR PRICES
We will provide you with a fixed price per month based on the skillset and experience required.
KEY FEATURES
Design and User Experience
• Interface Design
• Prototyping
• User Experience Design
• Wireframing
Support
• 24/7 Customer Support
• 24/7 Technical Support
• AWS Certified Team
• AWS Monitoring
• MaaS
• Test Automation
• Manual Testing
Technologies and Development
• Angular Development
• Angular JS development
• C++ development
• Custom Software development
• Ecommerce
• HTML5
• Javascript development
• Ionic development
• Laravel development
• Mobile application development
• Mobile cross-platform development
• Mobile responsive
• MVP
• Android development
• iOS development
• Net development
• PHP development
• Python development
• ReactJS
• REST
• Custom Web Development
• Vue.JS development
• Internet of Things Development
OUR PRICES
FULL TIME DEDICATED BOOKKEEPER
PART TIME DEDICATED BOOKKEEPER
$1,800
$900
/ per month (40 hours per week)
/ per month (20 hours per week)
Accounting
SOFTWARE EXPERTISE
BOOKKEEPING
TAXATION
BOOKKEEPER
FULL TIME DEDICATED ACCOUNTANT
PART TIME ACCOUNTANT
$2,500
$1,250
/ per month (40 hours per week)
/ per month (20 hours per week)
ACCOUNTANT / TAXATION
BOOKKEEPING
TAX
Valenta offers a highly professional approach to filing of tax returns. Our engagements which extend to individuals, partnerships, S Corporations and C Corporations go beyond mere preparation of tax returns.
The team of qualified and specialized CPAs at Valenta works diligently round the clock, thoroughly reviewing your data and suggests measures to minimize taxes and maximize gains. We examine your balance sheets, interpret and classify individual items on it and interpret tax liability and treatment of various accounts. Our objective remains to get the maximum benefits for our clients in the most hassle-free manner.
We at Valenta believes that only Profit and Loss Account as well as Balance Sheet don’t get the job done the reason for inspiring vision to take solid and productive key business choices for Management. Or maybe, what helps the entrepreneur and administration to take their vital business choice right away is the Efficient, Smart, Real Time Financial Operational Reports and Management Accounts Reports.
MANAGEMENT ACCOUNTING
We at Valenta comprehend that each business has one of a kind needs and subsequently; the necessities of every business will be extraordinary. We have the imperative information and experience to give redid accounting administrations to meet business needs. We give tailor made accounting administrations at hourly, month to month and quarterly rates to coordinate your prerequisites. We likewise outline the necessities-based frameworks and procedures to give you the best quality and precise outcomes.
Financial Planning Virtual Assistant
FINANCIAL PLANNING VIRTUAL ASSISTANT
OUR PRICES
We understand the day to day operations of a Financial Planning business. Our Financial Planning Virtual Assistants are trained to assist with all client on-boarding activities, analysing client documents, data entry, research, implementation tasks, annual reviews, customer service, business admin and more. Most Financial Planning practices are either overworked or unable to delivery customer service as they would like to, which is why it’s best to get assistance from experts.
KEY FEATURES
FULL TIME FINANCIAL PLANNING VIRTUAL ASSISTANT
PART TIME FINANCIAL PLANNING VIRTUAL ASSISTANT
$2,000
$1,000
/ per month (40 hours per week)
/ per month (20 hours per week)
• Implementation of advice
• CRM management
• Data entry into financial planning software
• Client account administration
• Forms processing
• Opening/Closing accounts
• Transfers
• Quarterly report preparation and emailing
• Research
• Annual review preparations
• Collect data from client
Financial Advisor Support
• Obtain clients holdings (Fund Balance, Account Start Date,beneficiaries, Fees and Charges, etc.)
• Fee Disclosure Statements
• Liaising with Clients to schedule appointments with the Advisors
• Prepare Meeting File Notes
• Transcription of File Notes / Meeting Notes
Management Support
• Business reporting
• Maintaining CRM
Accounting/Bookkeeping
• Bookkeeping
• Billing andlnvoicing
• Payroll
• Revenue management
• Insurance quotes
• Comparison Reports to show the impact of various options
SOFTWARE EXPERTISE
and more....
Financial Crime
FINANCIAL CRIME
We understand the risks that financial institutions and large corporations face when it comes to managing compliance risks associated with Financial Crime. We have expertise in this field and are able to identify risks, propose and implement solutions.
Our team has over 20+ years of global experience in Financial Crime.
KEY FEATURES
• Anti-Money Laundering & Counter-Terrorist Financing
• Anti-Bribery and Anti-Corruption
• Sanctions
SOFTWARE EXPERTISE
OUR PRICES
FULL TIME DEDICATED FINANCIAL CRIME ANALYST
PART TIME DEDICATED FINANCIAL CRIME ANALYST
$2,500
$1,250
/ per month (40 hours per week)
/ per month (20 hours per week)
Legal Process
VALENTA LEGAL PROCESS INCLUDES OUR PRICES
FULL TIME DEDICATED PARALEGAL
PART TIME DEDICATED PARALEGAL
$2,500
$1,250
/ per month (40 hours per week)
/ per month (20 hours per week)
Legal Process Outsourcing adds great value to law firms or corporate legal departments with obtaining legal support services. We have experienced in-house lawyers who oversee our paralegal team.
• Bookkeeping and billing
• Contract management
• Contract review
• Conveyancing
• Data analysis and management
• Document drafting
• Document production
• Due diligence
• General litigation support services
• e-Discovery
• Intellectual Property (IP) services
• Legal research
• Legal transcriptions
• Wills & Estates
KEY FEATURES
L A W
Paraplanning
PARAPLANNING
We understand the day to day operations of a Financial Planning business. We understand the need for quality Financial Plans along with quick turnaround times. Our team of Paraplanners are trained across most industry software and on various strategies.
Our Paraplanners can assist all the way from analysing documents, data entry, modelling strategies and finalising the Financial plans. Most financial planning practices face long delays and high costs with producing Financial Plans. Our paraplanning solutions are designed to increase efficiencies and make businesses more profitable.
FULL TIME DEDICATED PARAPLANNER
PART TIME DEDICATED PARAPLANNER
$2,500
$1,250
/ per month (40 hours per week)
/ per month (20 hours per week)
KEY FEATURES
OUR PRICES
SOFTWARE EXPERTISE
• Debt optimization
• Snow ball debt reduction
• Retirement income planning
• Pension/social security maximization
• Roth conversion
• 9 circle strategy
• Gifting strategies
• Laddering strategies using various certificates for cashmanagement
• Using trusts in order to reduce/provide liquidity for estate taxes and/or provide regular stream of income
• TERI (Tax efficient Retirement Income)
Nuclear CRM
NUCLEAR CRM
Nuclear CRM is a hassle-free customer relationship management tool for mortgage, insurance, and finance agencies. Keep track of all your leads and inquiries and offer an excellent customer experience with the only finance CRM tool of its kind.
KEY FEATURES
Sign up for 15 days trail at Nuclearcrm.com
Multichannel Zia - Artificial Intelligence Performance and analytics
Customization Process management Sales automation
Pipeline Management Team Collaboration Marketing Automation
Security Project Planning Gantt Charts
Project Coordinator Timesheet Reporting Tools
Collaboration Software Document Management G Suite
IssueTracker Mobile Apps Project Chat
Project Forums Dropbox Integration Project Pages
Retainer Invoices Vendor Credits Client Portal
SNAPSHOT VIEW OF DEALS
Having a close eye on your deals is easier when you can see the deal stage as well as the numbers associated with it in a single screen. Know how much of your expected revenue is near closing, and which deals need immediate action.
GRANTT CHARTS
Gantt charts provide a detailed visual on the progress of your tasks in comparison to what was planned.
TIMESHEET
All members working on a project can easily log their billable and non-billable hours. The built-in integration automatically generates invoices using this information. Stay ahead of your time with Timesheet.
FINANCE
Cloud platform has all the nuts and bolts you need for managing your finances. From billing to purchasing, and from inventory management to tax readiness, we've got you covered.
Data Security
VALENTA SECURITY MEASURES
We are an ISO 2700l-certified company, this means our office and systems are on par with international best practice for information security management. Valenta BPO has both physical and non-physical controls to ensure our company and client data is not compromised.
PHYSICAL CONTROLS
Biometric scanners and access card are required to enter our office
The entire office is monitored by CCTV
Full time IT security staff
All computers are connected to local server and firewalls
Users are unable to change any settings on their computers
USB's are disabled
Printer access is permitted only to team leaders.
NON-PHYSICAL CONTROLS
IP address restrictions, permitting staff to login to portals only form our office IP address (based on platform permissions)
Our servers are installed with firewalls and antivirus software
Emails restrictions are setup to permit sending and receiving emails to specific domains
Breach notifications are set up
Destruction register is maintained
We use Zoho Vault as our default password storage, which has IP address restriction applied
Whitelisting approach is applied to visit websites.
Ability to save and store data on the PC is disabled.
TRAINING
All staff must attend and satisfactorily complete regular data security training sessions.
All staff sign confidentiality agreements.
Service Delivery Centres
New York
London
Auckland
Brisbane
Hong Kong
Penang
Bangalore
Mohali
Company History and Contact Information
2014 2015 2016 2017 2018
January
April
July
JulyValenta incorporates in UK.
May
June
June February
MarchValenta incorporates in theUS.
June
Ahmedabad
Varsha FlemingHead of Partnerships
Vizag
Melbourne
Natasha Bopaiah Head of Legal and Compliance
San Francisco
Chicago
Perth
Sydney
Valenta’s Head Officeopens in Brisbane, Australia.
Valenta’s first Service Delivery Centre Opens inBangalore, India.
Valenta accquires its firstMulti National Client.
Valenta gets certifiedfor 9001 (Paraplanning)and 27001 (Information Security).
Valenta opens its secondService Delivery Centre in Penang, Malaysia.
Valenta opens its thirdService Delivery Centrein Ahmedabad, India.
Valenta opens its fourthService Delivery Centrein Mohali, India.
Valenta launches in Franchise and opens its fifth Service Delivery Centre in Vizag, India.
Sales Office
NEW YORK: 600 Third Avenue, 2nd Floor, New York 10016
SAN FRANCISCO: 1390 Market Street, Suite 200, San Francisco, California 94102
CHICAGO: 222 Merchandise Mart Plaza, Suite 1225, Chicago Illinois 60654
Valenta BPO 877 289 6197
www.valentabpo.com
Process Consulting • Digital Transformation • Outsourcing
www.valentabpo.com