Profit | Optimizer Product Overview
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Profit|Optimizer SME Risk Management
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The Profit|Optimizer is a risk management and opportunity discovery tool for small and mid-sized businesses (SME).
Transcript of Profit | Optimizer Product Overview
Profit|OptimizerSME Risk Management
Agenda
About Sum2Market Events and DriversProfit|Optimizer OverviewRisk Management ProcessProduct DemonstrationQuestions and Answers
About Sum2
Sum2 is dedicated to delivering sound practice product solutions to small and midsize enterprises (SME) that address risk management, corporate governance, shareholder communication and regulatory compliance.
Founded 2002
Sum2 Products
SME 360° Product Series
Profit|Optimizer IRS Audit Risk Program S3 SME Seismograph SME Check List Risk Management Webinars ISP BI Channel Services
PACO™ AML Products for Financial Institutions
Sum2 Partners
Fidelity Information Services Identity Verification
Experian Credit Reporting Credit Reporting Products
Telekurs Financial Securities Information
CreditAides SME Financial Health Assessments
Cervalis COLO and Business Continuity Services
Clients andDistributors
Business and Market Challenges for SME’s
Recession/Recovery Inflation/DeflationFX Volatility Valuation/EarningsReal Estate/Capital
MarketsTaxes, Sales, TradeYield Curves & EquitiesCapacity/InventoriesCredit & Capital
Impact on SME’s
Consumer SpendingB2B CyclicalCost of Capital Credit CrunchSupply ChainGlobalizationHyper-CompetitionSegment SoftnessMarket Realignments
Profit|OptimizerRisk Reward Assessment
The Profit|Optimizer provides frameworks for business managers to conduct a self assessment of operational and market risk factors and initiate actions to mitigate and manage threats and seize business opportunities.
Profit|OptimizerAssessment Process
Financial Health Assessment
Macro Risk Factors
Product Markets Dynamics
Business Functions
Critical Success Factors
ROI Calculation
Enterprise Risk Aggregation
Capital Allocation Decisions
Capital / CreditRaise
Business Plan
Implementation
Financial Health Assessment
SME Industry Service ProvidersChannel Applications
User Generated Business Intelligence
ISP/Associations Product Marketing Demand Aggregation Capital & Credit Capacity Utilization Hedging Psychographics/IAO
Capital
SME
DemandOptimization
ISP /Association
SME Risk Management
Secure Credit/Raise CapitalInformed Capital AllocationPerformance Measurement Forge Management Team Build Equity ValuationBusiness IntelligenceProduct DiscoveryGRC Program
Raise CapitalSecure Credit
TransparencyAble ManagementCritical AssessmentKnown Risk FactorsBusiness Model ConfidenceLender/Shareholder Confidence
Business Performance Management
Optimal Capital AllocationsPrioritizing & Planning Capability & OperationsAlign Strategy & Risk AppetiteBoard CommunicationMarket & CompetitionRisk Aware Culture
Profit|OptimizerProduct Features
•Z-Score Calculation and Financial Statement Review
Financial Health Metrics
•Products/Customers/Competition/Supply Chain/Market Dynamics
Product & Market Risk
•Management/Sales & Marketing/Operations/ Facilities/ Accounting/HR/IT
Function Assessment
•Event Metrics/Financial Ratios/ STEEPLE/ Macroeconomic
Critical Success Factors
•Risk Visualization / Aggregation/ ROI/ Prioritization
Management Dashboards
• Customer Service/ Workbook/ROI Calculator
Support
•Quarterly Z-Score / Webinar Review/ Management Seminar
Performance Measurement
Product FeaturesPerformance Dashboards
Risk Discovery, Assessment and Management Tools
Scores Risk Vulnerabilities
Performance Monitoring
Risk Aggregation & Visualization
Monetization, Prioritization Tracking and ROI
IARP/CARPCorporate Tax Audit Risk
•Industry Focus Issue Tier Assessment: One / Two / Three
IRS Audit Risk Factors
•Threat Scoring , Initiative Identification and Strategy Development
Mitigation Assessment
•Expense Estimation , Issue Assignment and Tracking
Event Management & Tracking
•Links to Guidance and Explanatory Documentation
Guidance & Documentation
•IRS Forms and IRS Issue Search Engines
IRS Document and Search
Adoption Frameworks Creating Value
Set and Realize Corporate Goals
Cohesive Management Team
Employee CommunicationDetect and Manage Risk New Products & Markets Brand DistinctionCapital Leakage
Adoption Frameworks Creating Value
Improved Capital AllocationShareholder CommunicationPrioritize, Monetize and VisualizeMonitor Manager EffectivenessHigh Performance Business PlanEffective Corporate Governance Improve Banking Relationships Improve Credit Score
360° View of Risk Clear Vista of Opportunities
Template 1: Market and Competition Assessment
Template 2.1: Product Service Grouping, Customers
Template 2.2: Product Service Grouping, Suppliers
Template 2.3: Product Service Grouping, Competition
Template 2.4: Product Service Grouping, Market DynamicsTemplate 3.1: General Management
Template 3.2: Sales/ Marketing Management
Template 3.3: Operations and Production Management
Template 3.4: Facilities Management
Template 3.5: Financial Management
Template 3.6: Planning and Information Management Template 3.7: People and Human Resource Management Template 4: Financial RatiosTemplate 5: Business and Financial Plan Assessment
Template 6: Scoring Specific Critical Success Factors
Template 7: Scoring Generic Critical Success Factors
Template 8: SWOT AnalysisTemplate 9: STEEPLE AnalysisTemplate 10: Macroeconomic Event Risk
Contact Details
James McCallumPresident PO Box 665Oakland, NJ 07436973.287.7535
E-mail : [email protected]
Blog: sum2llc blog
Website: www.sum2.com
Thank You for Your Interest
Sum2 is dedicated to the commercial promotion of sound practices. Sum2’s objective is to assist businesses to implement corporate sound practices that add exponential value for shareholders, employees, clients and to the communities in which they operate and serve.
Sum2 identifies its core competency to be the creative application of sound practice principles to the industries and businesses that we serve. Sum2’s SMB 360 is a clear example of this creative application of sound practices to an industry need. Sum2 is dedicated to corporate responsibility, ethical business practices, customer service excellence and delivering to our clients a unique and essential value proposition. We uphold these values in all our work and continually strive to deliver on the commitments that we make to our clients.
All products marketed by Sum2 are focused on risk management and GRC program implementation. We look to creatively package and bundle solution suites that address targeted client and industry market segment requirements. All product marketing activities and business development initiatives are guided by and conform to a clearly identified industrial application of sound practices.
We appreciate your business and look forward to hearing from you about our products and how we can improve it.
PO Box 665 Oakland, New Jersey 07436
www.sum2.com
