Editor’s Note: Karen Reitor, President of Communique Productions, is an author on Flevy and has published a series of 25+ best practice tools on Performance Management for the Financial Advising Services (FAS) vertical market. These tools, including training guides, templates, and forms, are used to develop and deploy the FAS Performance Management Process. The full […]
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Financial Advising Series (FAS) Series: An Introduction to the FAS Performance Management System
The Key to Maximizing Deal Value: Post-merger Integration (PMI) Roles & Responsibilities
For Post-merger Integration (PMI) to be successful, it is critical that we have clearly defined, appropriate, and comprehensive roles and responsibilities. Post-merger Integration is a highly complex process. It requires swift action as well as running the core business activities simultaneously. There is no one-size-fits-all approach to a successful PMI Process. However, careful planning focusing […]
What Are Some Best Practices in Business Dashboard Design?
Business dashboards are important tools to measure key performance indicators and data pertaining to an organization or certain procedure. Just as a vehicle dashboard is powerful performance management tool in summarizing a performance of a multitude of processes, a business dashboard summarizes the performance or impact of a host of functions, teams, and activities; and […]
Taking a Strategic Move to Post-merger Integration (PMI): Financial Integration
Our framework Post-merger Integration (PMI): Financial integration is every organization’s guide to achieving the financial alignment of both Buyer and Target. Post-merger Integration is a highly complex process. It requires swift action as well as running the core business activities simultaneously. There is no one-size-fits-all approach to a successful PMI Process. However, careful planning focusing on […]
The Devil is in the Details: Your Primer to a Lean Culture
Culture is essential today in helping employees and management survive in today’s environment. Survival has become a strong word today. Without culture, everyone in the organization would act or behave differently. No one would be able to anticipate someone else’s behavior, and no one would understand why people behave the way they do. When this […]
How to Maximize Deal Value in Post-merger Integration (PMI): The PMI Process
Post-merger Integration (PMI) can be complex, time-pressured, and unfamiliar for most organizations. It is a highly complex process. It requires swift action as well as running the core business activities simultaneously. There is no one-size-fits-all approach to a successful PMI Process. However, careful planning focusing on the strategic objectives of the deal and the identification and […]
First Law of Digital Transformation: 3 Core Elements to Manage Digital Change
Gordon Moore, Intel co-founder, observed that the number of transistors in a dense integrated circuit doubles about every two years. He projected that this rate of growth would continue for at least another decade. His observation, termed the “Moore’s Law,” has correctly predicted the pace of innovation for several decades and guided strategic planning and […]
I Ain’t Blue, I am Different: The Innovation Leadership Mindset
Today’s C-suite is making a significant investment in new technologies. Yet, it is failing to achieve full value. Technologies are being deployed in pockets or silos without a Strategy for scaling the Innovation from these technologies across the enterprise. Unable to scale their Innovation, organizations are not realizing the full benefits of their technology investments. […]
Leadership Presence: The Face of Today’s Leadership
“Leadership is not about titles, positions, or flowcharts. It is about one life influencing another.” – John C. Maxwell Many people in a position of authority struggle with their Leadership Presence. They have adopted the kind of persona that they assume a leader is supposed to have: a TED Talk cadence, authoritative body language, studied […]
4 Leadership Mindsets Imperative to Win in the New Economy
Technology, Internet, growth, and globalization have metamorphosed the way we work, play, and live. They have even changed the fundamental laws of economics. We are living in an economy that is quite different from the old manufacturing-based economy of the 1980s. Fewer people are now employed in the manufacturing sector, who are anxious about the […]
When Creating Key Performance Indicators (KPIs), What Areas Should We Focus On?
Creating a culture that measures productivity objectively is a sensitive matter. Key Performance Indicators (KPIs) are being employed extensively by organizations across the globe to monitor and track performance. KPIs provide valuable metadata to improve top-down and bottom-up vertical efficiency. Analytics-driven firms are aware that KPIs are much more than a tool to evaluate performance. […]
An Intro to Strategic Key Performance Indicators (KPIs): The KPI Virtuous Cycle
Technological innovation and intensifying competition are forcing leaders to rethink how they use Key Performance Indicators (KPIs) to manage and direct organizations. Digitization has reinforced the importance of Key Performance Indicators not only in enhancing employee performance but driving the overall organizational productivity. The role of KPIs is becoming more dynamic. KPIs are getting demonstrably […]