visionwaves knowledge days - in control dashboards
DESCRIPTION
Facilitating clients to grasp the value of In ControlTRANSCRIPT
Key Control DashboardFacilitating clients to grasp the value of In Control
February 6th, 2014
Leon Wiendels – Business Consultant
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Agenda
Yellowtail
Key Control Dashboard
Client case
Live demo
Execution Engine
Q&A
Agenda
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YellowtailGiving people control over their future
We support financial institutions and the public sector, for over 10 years, with implementing the necessary and desired changes in processes and IT landscape.
We implement proven results for our clients, based on our own software products or the software products of our partners. Yellowtail offers a unique combination of knowledge, implementation expertise and software development.
Yellowtail
Cross Channel Customer Service Providing clients of financials institutions control over their financial situation and future.
In Control DashboardsDelivering control to organizations regarding risks and performance.
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Key Control DashboardIn Control Dashboards for the public sector
Delivering In Control dashboards for the public sector with our partner EY. Leveraging In Control as a driver for value.
Key Control Dashboard offers solutions for:• Internal control• Risk management• Project control
Key Control Dashboard clients are:• Municipalities• Regional cooperation’s• Provinces• Ministries
Key Control Dashboard
Better alligment with
strategy
Reduction in costs
Increased risk awareness
Knowledge acquisition
and assurance
Realizing process
improvements
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Client caseCentral uniform control framework and local audit registration
• Headquarter with 15+ branches
• Moving from all seperate accountants to one accountant
• Moving towards central uniform control framework, instead of 15 different ways of working.
• Near future: moving towards In Control Statements, transition to process orientated control framework and expanding scope.
Case
Better alligment with
strategy
Reduction in costs
Increased risk awareness
Knowledge acquisition
and assurance
Realizing process
improvements
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Client case (2)How we use Delta
Case
PortalLocation C
PortalLocation B
Portal Location A
KCDdatabase
Local control teamLocal control team Local control teamLocal control team Local control teamLocal control team
HeadquarterExternal
Accountant
In Control FrameworkIn Control Framework
Uniform control framework
Content management
Management portal
Accountants portal
What made this case special:• Hierarchy
(multiple locations)
• More functionalities(e.g. review function)
• Intelligence in registration forms(e.g. data validation)
• Redesigned reports
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Client case (3)Advantages for key players
Case
Headquarter
External Accountant
Local Branches
• Central and uniform control framework• Visibly In Control, in real-time• Standardized reports
• Visibly In Control• Central and uniform control framework• User-friendly registration, reporting and
communicating process
• Easy insight into audit results• Easy way of following up on audit findings• Centralized updates to the control framework
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Client case (4)Process
Case
Control Framework [plan]• Setup• Distribution• Improvements
Test controls [do]• By controllers of local branches• Centralized or
Decentralized
Review results [check]• By reviewers of local branches
Monitor / report results [act]• Headquarters• External accountant• Local process managers
Live demo
Execution enginePresented by Elbert Spijker
Q&A
Laapersveld 611213 VB Hilversum
T + 31 (0) 35 524 8900T + 31 (0) 35 524 8901
Leon WiendelsBusiness Consultant
[email protected]: @YellowtailBV