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Hello everyone, My name is Vijay and I have my team members, Ishaan, Aditi, and Nikhil also along with me. We also like to thank our coach Michael Polan, who helped us throughout this innovation journey and helped make our idea more objective and insightful. We are really excited to present our Innovation idea before the panel and, thrilled to be part of this fantastic Innovation journey of RSM innovation. This season is special to us, as this is the first time this challenge is open to the India team as well, and we are really looking forward to your guidance and vision. Before showcasing the prototype, we would like to talk briefly about our idea and its advantages. As we all know RSM is having a wide range of clients and solutions, there are repeat and newer clients including both PE and corporate houses. There is a huge opportunity to serve our clients based, on our knowledge and past experiences we have. At the time of initial client discussion, RFP or initial kick-off if the Partner and Director group is well informed with respect to who all are the decision-makers at the client's end, what team/partner has worked on that client earlier and what could be the pain point and problem areas with the clients. This would give a real competitive advantage to RSM to be at the forefront of the discussion with the clients. Our idea is to build a platform or a User Interface which can pull all the relevant information like project name, nature of work, Service line involved, client name, relationship partner, etc. at the centralized point from our existing databases like CRM, MDP and can be explored for further RSM opportunity for a specific account/client. The idea is not to build another CRM tool but to utilize existing databases to make it more efficient and easy to use. This will help in better preparation for the newer opportunity with the same client. This would also help drive Client centricity initiative and help in building relationships with key stakeholders and help in cross-selling different competencies. As the right and updated information would be the key here, we are proposing to have RDC take ownership and ensure the regular and correct information is updated for the platform including coordinating with different teams within RSM regularly. Also, from the client data confidentiality perspective. We will ensure no data is being hosted before taking prior approval and discussion with QRM lead(s) and ensure compliance. Let us try to narrate the current state of our practice with an example. We have a partner A who got an urgent call from one of the private equity clients on a Friday evening. The client is really a big client and wanted RSM support for one of its portfolio companies. As the client would want to complete the process in a real quick time he wanted RSM to submit the proposal and key areas where RSM can support the client from the overall portfolio optimization perspective. Partner A got into the action immediately, but since it is a Friday evening, not many people are available to give some information. He then tried to make a few calls to his fellow partners and directors and tried to get some information about the client. Since there was no structured information available, he had to do a lot of back and forth, and several discussions with different teams and had to spend both the weekends completing the proposal. Even though he is able to send the proposal on time but he is happy in terms of the value proposition and the opportunity RSM could propose. It was a stressful 2 days for him and still not satisfied with the output. Our platform will try to solve this problem more objectively and efficiently. Let's see the functionalities we are intending to build in this tool. On the landing page of the platform, the user needs to select a few information based on the client or industry. There are two fields a user needs to fill in. The search can be done either by client name or by any Industry. Both the fields are mutually exclusive from each other. Let's put in the client name here as ABC Limited, and click on the search button. This process would take a little time depending on the search criteria. This is the resulted information for client ABC Limited. It has the client's name at the top. The total number of projects RSM has done historically with this client, in this case, it is two. Which all Line of businesses are involved in this, here we have Tax and consulting line of business that was involved historically. Also, the total revenue RSM has generated with this client, in this case, it is US $ 1.5 million. This would be important indicated to understand the level of involvement RSM is already having with this client. Also, here are Key stakeholders or decision-makers at the client-side, this would help in understanding who is who in the company and the discussion can be tailored accordingly. Similarly, users can do the search by any particular industry. In the presented example, we are showing the TMT industry. Here you can see, that the total number of deals for TMT RSM has done is 10, the industry search we are limiting to the last 2 years to have more relevant information. The line of business involved in it was Tax and consulting, it has Industry leader and total revenue information also presented to give a broader perspective of the RSM service spectrum. And this is the list of all the clients RSM has worked with in the TMT sector in the last 2 years including the RSM partner involved and the headquarter of the company location. We would like to build this to be mobile-enabled so that users can use it as “ on the go” Now, let's imagine how this tool would be helpful in giving more timely and objective resources to have better and more connected conversations with the client. The future proposition with the same example partner A got an urgent call from one of the private equity clients on a Friday evening. The client is really a big client and wanted RSM support for one of its portfolio companies. As the client would want to complete the process in a real quick time he wanted RSM to submit the proposal and key areas where RSM can support the client from the overall portfolio optimization perspective. Partner A quickly checks the RSM Client centricity platform on his mobile. Got to know Partner X has already worked on this client, and he got his contact details also from the outlook. He called partner X, and both the partner quickly share their thoughts and discuss how and what would be the client's areas of concern. Partner X also suggested who would be the people the client are decision-makers and what approach he should be having while having a conversation. Partner A shares all this information with his team and within 4-6 hrs he got the first draft of the proposal. He did a final review on Monday morning and share the final proposal to clients including some of the potential areas where RSM can further support to create more value from the client's business perspective. The entire process was effective and more meaningful, RSM got the appreciation from the client and big areas to work with the client. This was a quick demo of our potential platform. As per our understanding and experiences, we can certainly see a lot of benefits of this platform, those could be: · Better visibility of the key decision-maker in the company · Save time by connecting with the right people within RDC · Well prepared to Focus/risk areas in the company based on industry and past experience with the client. · Ahead of competition and provide an edge to increase the possibility of winning an opportunity and increase the scope of work by providing more insightful objective firsthand conversations with the clients. Thank you, We hope we could articulate our idea clearly, and this would be helpful in making RSM, an, even more, stronger first-choice and leading advisor in middle-market clients.