Transcript Slide 1

SourceHOV Company Overview
Results That Exceed Expectations
Client Name – SourceHOV Corporate Capabilities
Date
SourceHOV Proprietary, Confidential and Copyright 2013
Agenda (sample)
Introductions
Corporate Overview
Transaction Processing Solutions
» Healthcare Solutions
» Financial Services Solutions
» Government Solutions
Legal Solutions
Analytics Solutions
Technology
Specific Solution name here – based on what is being pitched
Q&A/Next Steps
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Introductions (sample)
Client Name Team
» Attendees
• Names and Titles
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SourceHOV Team
» Attendees
• Names and Titles
Corporate Overview
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SourceHOV
SourceHOV is a global provider of transaction processing solutions,
strategic consulting and data analytics services. Our solutions are
delivered through innovative technology platforms and streamlined
workflows based on client-specific business rules.
The company's services deliver improved quality and increased
efficiency, and when coupled with data analytics, can provide clients
the critical quantitative insight and business intelligence to support
more effective decision making.
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SourceHOV Business Unit Overview
Transaction Processing Solutions
Financial Services
Healthcare
 Transaction processing solutions for
Healthcare payers and providers
» Payers
 Processing and adjudication of
claims, member enrollment and
provider credentialing
» Providers
 Medical coding: International
Classification of Diseases ICD-9
and ICD-10
 Compliance: under/over payment
analysis
 Medical records management
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 Transaction Process solutions for the
Financial Services Industry
» Mortgage and auto loan application
processing (document preparation
digitization, indexing, and archival)
» Accounts payable processing for nonpurchase order invoices
» Outcome processing, including print-mail
and ePresentment, for financial institutions,
insurances and utilities
» Electronic storage of data and documents
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Government
 Processing solutions for Government
» Tax return processing for cities and
states
» Records management for city, local,
county and state governments (vital
records include birth, marriage, death
and land registry, etc.)
» Electronic storage of data and
documents
SourceHOV Business Unit Overview
Legal Processing Solutions
 Processing of legal claim settlements of
class action and mass tort lawsuits
» Project management support for all phases
» Notifications and outreach to claimants
» Collections and analysis of claimant information
» Claimant support (call center, website, etc.)
» Administration and adjudication of claims
» Distribution of settlement funds
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Alpha Analytics
 Data analytics business services
» Extraction, exploration and transformation of
data
» Develop specific solutions as needed by clients
» Partnerships (SAS, Hadoop, Pivotal – when ready)
» Significant depth of talent with over 25 PhDs
Key Differentiators
“End-to-End” Service Provider – entire lifecycle from origination to outcome processing
Deep Domain Experience across Industries Served
Strong Client Retention – client loyalty
» Serves more than 50% of the global Fortune 100
» Average of nine years for top ten clients
» 95% renewal rate on long-term contracts
Global Provider - U.S., Canada, China, India, Mexico and the Philippines
Scalability
Well Positioned Technology Leader with Wholly Owned IP
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Local Presence with Global Strength
More than 12,500 employees supporting operations in 80+ delivery centers globally
HIPAA, NIST, DIACAP compliant; FISMA, PCI, NARA certified; SSAE No. 16
Balanced global footprint
Access to skilled resources with follow-the-sun capabilities
The right mix of proximity, cost savings and time zone alignment
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Delivery Centers and Locations (contd.)
Alabama
Georgiana
Arizona
Phoenix
Arkansas
Brinkley
California
Carson
Chico
Hayward
Los Angeles
Ontario
Sacramento
San Francisco
San Jose
Woodland Hills
Colorado
Aurora
Englewood
Florida
Miami
Palm Beach Gardens
Tallahassee
Tampa
Georgia
Forest Park
Newnan
Illinois
Palatine
Rantoul
Iowa
Des Moines
Kentucky
London
Louisville
Mount Vernon
Louisiana
Maryland
Upper Marlboro
Massachusetts
Norwood
Minnesota
Faribault
Minneapolis
New Mexico
Albuquerque
North Carolina
Charlotte
Nevada
Las Vegas
New York
Binghamton
Farmingdale
Kingston
New York
South Carolina
Belle Chase
Irmo
New Orleans
69 locations in the United states, Canada and Mexico (1) with 5.0K employees
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South Dakota
Sioux Falls
Texas
Amarillo
Dallas
El Paso
Fort Worth
Houston
Irving
San Antonio
Southlake
Utah
Salt Lake City
Washington
Washington (2
Locations)
Canada
St. Laurent
Mississagua
Mexico
Obergon
(2 Locations)
• Owned Facility
Delivery Centers and Locations
Country Locations Employees
India
Philippines
China
Total
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2
15
5.0
2.3
0.5
7.9
India
China
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• Nanchang
• Xian
Chennal
Kanchipuram
Madural
New Delhi
Salem
Thanjavur
Trichy
Philippines
• Clarck
• Subic
• Owned Facility
15 delivery centers and over 7-9k employees in the Philippines, China and India
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Organizational Structure
CEO
President
Transaction
Processing
Solutions??
CFO
SVP,
Healthcare
SVP,
Financial
Services and
Government
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General
Counsel
Chief
Marketing
Officer
SVP, Global
Operations
SVP, Global
Technology
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President, Rust
SVP, Alpha
Analytics
Transaction Processing Solutions
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Healthcare
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Healthcare
Our Healthcare Solutions Portfolio:
Claims Processing , Adjudication and Analytics
Coding, Consulting and Training
Reimbursement Integrity
Medical Content Management
Document Lifecycle Management
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Healthcare Solutions
Capable, intelligent and efficient teams serving large, highly complex acute care facilities – to reduce cycle
times, limit resubmissions, reduce operational waste - putting more focus on patient care
Proven, scalable and innovative healthcare processing solutions delivered to the largest providers and payers public and private
Enabling payer/provider collaboration processes, effectiveness and cost management
Comprehensive
Enrollment and
Verification
Accepts member and
provider submissions
using physical, electronic
and online modes;
providing robust
verification and
entitlement
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Coding, Consulting
and Training
Trained for operational
excellence; helping
clients improve revenue
cycles through quality
and scale
SourceHOV Proprietary, Confidential and Copyright 2013
Complex
Adjudication and
Analytics
Deep industry expertise
and robust platforms
provide customers with
knowledge-based
solutions at the core of
their claims
Online
Self-Service
Fundamentally changes
how claims and resubmissions are
managed; increased
speed and streamlined
processes
Payments, Presentment
and Communications
Electronic and physical
payments and lockbox
services; presentment
and communications to
fulfillment and payment
Healthcare Provider Overview
Full-service healthcare consulting and transaction processing firm serving clients for over 30 years
Solutions that help our clients manage medical record environments and maximize revenue integrity
and performance in a regulatory compliant manner.
Compliance and Data Integrity
Consulting
Coding, Consulting & Compliance
• Coding
• Coding Audit
• Documentation Improvement
• Interim Management
• Staff Augmentation
• ICD-10 Readiness
• RAC Audit support
Health Data Management
Business Intelligence Analytics
• SourceHOV Audit Track
• Revenue Integrity Analysis &
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Radiology Analog film storage
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Valuation
Contract Modeling
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RAC Audit Process Management
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Management & Retention
Record Lifecycle Management
& Destruction
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Planning
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Medical Content Management
DICOM Film Digitization
Digital Document
Discover Opportunity
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Radiology Data Management
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Create Value
Implementation
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Document Storage
EMR Conversion Support
Medical Record Repository
Document Lifecycle
Management
NARA Compliant Storage
Optimize Performance
Operations
SourceHOV Solutions: Connect Payers,
Providers and Members
Lifecycle of a Claim
Payer
Systems
(Enrollment
Settlement etc.)
Archival & Retrieval
A/R Management, Remittance, EOB, Cash
Posting, Presentment
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Lockbox/ Bank
Funds Transfer
Explanation of Benefits
Outcomes
(print, email, fax, etc.)
EON /
Adjudication
Enrollment
Payers
Pre-Adjudication; Web
Reporting
Print Image /
Data Capture / PCH
Clinics, etc.
Verification / Coding
/ Billing
Hospitals,
Records conversion,
Index and Hosting
Members / Patients
Physicians,
EDI and Paper Claims &
Correspondence (PCH)
Members/ Patients
Providers
Full Spectrum Document Lifecycle Solutions
Conversion
Workflow
Secure and auditable
receipt, digitization and
data capture of any
format , form,
document , film, fiche
or electronic
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Documents are
enhanced with
additional data & routing
approvals to client
processes; providing
visibility and crossreferencibility with other
data sources
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Rules-based
Platforms
Sophisticated platforms
for automated rules and
‘need to know’ data
extraction for review by
analysts and allows for
case escalation for client
decision-making
Storage, Deposits,
Destruction
Physical or electronic
documents or
transactions, are
accessed, stored or
destroyed in
compliance with
industry and
government regulations
Business
Communications
Physical or electronic
business
communications services
from print and mail
centers across the U.S.
Financial Processes
SourceHOV provides transaction management solutions from mailroom to
presentment, image capture, workflow management and support for healthcare
providers and payers.
Accounts Payable
Accounts Receivable
Accounts Receivable Collections
Insurance Processing
Loan Processing
Publishing
Proprietary technology platform
20 years of industry experience
Transaction Volume – 10,000,000+ items / month
AP Mailroom Volume – 2,200,000+ items / month
(across all industries we serve)
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Financial Services Solutions
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Financial Services
Focus Areas:
» Mortgage and Auto loan file processing
» Accounts Payable
» Property & Casualty Insurance
» Tax Advisory Services
» Surety Claims and Litigation Support??? – is this needed?
» Outcome processing
• Includes print/mail and ePresentment
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Benefits
Reduced risk - ensure servicing compliance with new
Qualified Written Request rules
A highly secure, one-stop collection point
» Increased processing speed
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Lost or slow-to-process faxes, USPS mail, courier mail or email are eliminated
Paper elimination: Work moves to a 100% digital process
» Increased margins with reduced costs and increased cycle times by uploading
documents electronically
» Customer responsiveness is improved
Anytime, anywhere access to documents and workflows critical to business success
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Finance & Accounting Solutions
Increased cost savings
» Typically 40% reduction in AP processing costs
Improved visibility to help manage cash:
» Accruals, pending invoices and expense reports
» Early pay discounts
Assistance with migration from paper to electronic
» AP vendor portal invoice submission
» AR statement to EBPP
Improved better compliance
» Auditable transactions and communications
» Everything we process will be available online
Integration with current business process as a “complementary solution”
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Tax Advisory Services: Benefits
Reduces tax liability
Increases cash flow
Easy-to-implement - solutions are turn-key, performed by experienced technical staff
Auditability - studies are fully supportable upon audit
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Tax Advisory Services: Our Difference
Our People
»
Technical team has Big 4 experience identifying, documenting and defending studies of all sizes across industries
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R&D technical leader sits on a national roundtable that meets with the IRS and has structured our deliverables
to withstand IRS audit scrutiny
Our Products
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We offer internally-developed software solutions for both LIFO and Cost Segregation to prepare our final
product
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LIFO software solution also available
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Our R&D methodology
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Unique collection of solutions is unmatched in the industry
Our process – this section seems clunky – solutions are being mixed together – difficult to
follow
» We confirm usability at the outset – what does this mean for the client?
» Our cost seg software allows us to build up costs tenant by tenant, which gives the client the ability to write off
improvements by tenant
» We can model all available LIFO scenarios due to our internal use software
» Our customer service response time is 24 hours or less. We have dedicated account managers who manage
ongoing project process and communication
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HRO? Meridian?
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Government Solutions
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SourceHOV Government
Our Solutions for Local, State and Federal Agencies
Tax and Revenue Solutions
Vital Records Management
Fraud, Waste and Abuse Identification and Recovery
Lockbox and Payment Solutions
Document Lifecycle Management
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Our Core Capabilities
Data Capture
Scanning /Imaging/Archiving
Fraud Discovery, Analysis and Recovery
Print and Mail , e-Presentment
Lockbox Services
Exception and Error Resolution Processing
First level Correspondence
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SourceHOV -Tax & Revenue Experience
Individual Income
Corporate
Sales & Use
Withholding
Motor Vehicle
1099
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Our Tax & Revenue Experience
High volume capacity: Over 14 million forms processed annually
Income, Sales, Corporation, Business, and Excise taxes
Six Sigma process methodologies - focus on quality improvement
Fully redundant operations: disaster recovery, business continuity
Industry compliant: SSAE 16 Type II, SOX compliant
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Vital Records Management
Electronic Conversion and Management of Critical Records
Document imaging and microfilm conversion services
Data capture and indexing
Web-enabled, hosted solution for electronic file storage and retrieval (documentDNA)
Extends the life of vital information
Improves disaster recovery planning
Nearly 50 operating centers across North America
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SourceHOV – Fraud, Waste and Abuse Solutions
FRAUDExchange
A complete solution for managing fraud investigations for discovery to recovery
Specifically designed for:
» Medicaid Program Integrity
» Medicaid Fraud Control Units, (MFCUs)
» Commercial Special Investigations Units
Web-based Solutions
Role-based functionality and security
Electronic Desktop- all data, documents, interviews, notes stored in one place
Recovery tracking-for all receivables
Analytics integration- pre and post pay analytics; can integrate with other systems
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Lockbox and Payment Solutions
The collection of all non-tax payments for state and federal agencies through wholesale, retail
and specialized lockboxes
Mail processing, image capture
Document management technology and operations
Platform for business rules processing
Lockbox and transmission files
Rejects, creation of returned letters returned item mailing
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Document Lifecycle Management
This might be duplicative of Vital Records Management..
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Legal Solutions
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Legal – Rust Consulting, a SourceHOV company
Market leader in Class Action administration and processing
Comprehensive solutions provider
» Identification, notification and outreach to potential claimants
» Administration and adjudication of claims
» Distribution of settlement funds
» Advisory services on best practices
High-volume transaction management
» Between 400-500 cases annually
» High profile cases
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National Mortgage Settlement, GMAC, OCC
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Fortune 100 companies and top tier brands
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98% of the American Law 100 firms and federal agencies
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Analytics Solutions
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Alpha Analytics
Data Stores are Growing 50% YOY
» Organizations today are generating more data in a single day than the entire Internet
generated as recently as 2000
» In the past, gigabytes were used to describe data stores; now terabytes and petabytes
are commonly used – difficult to manage and interpret
» Legacy data is structured in databases that consist of columns and rows that are
identifiable and easily searchable
» Big data consists of unstructured data such as email, voice, media feeds, social media
sentiment, video and graphics
• 80% of data today is unstructured – highly valuable, but difficult to search and
easily find relevance for analysis
Organizations are looking to use both structured and unstructured data to
analyze and optimize business processes
» Need to make real-time decisions ensuring competitive advantage
• Examples include healthcare analysis, financial trading, fraud
identification/prevention, telecommunications tracking, biomedical
applications and e-commerce retailing
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Alpha Analytics
Get content from slide about difficulty in creating an in-house analytics practice
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Alpha Analytics
Services for extracting, cleaning and preparing data for analysis
Hosted or on-premise software tools and infrastructure
Outsourced analytics services and solutions developed using team of experts
» More than 25 Ph.D. economists, statisticians, IT professionals and business
professionals
» Expertise in healthcare, financial services, legal, government, publishing and other
industry verticals
Enables strong competitive differentiation and ability for clients to bundle data analytics
services with other solutions – providing a one-stop shop for clients
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Alpha Analytics
Legacy in Litigation Consulting, Economic/Statistical Analysis and Expert Testimony Services
over the course of the litigation lifecycle (typically on defense)
» Areas of expertise include labor and employment, anti-trust and intellectual property
as well as economic impact studies
Clients include more than 200 of the Fortune 500 companies and more than 70 of the AM
Law 100 firms
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Technology Platforms
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Proprietary Technology Platform for
Legal Claims Processing
Technology Platform
Business Rations
Claims Processing Platform
Enable exception-based
Expand services to scale to
large and small projects
Refines internal model
Improved Data Management
Improved Workflow
claim review
Efficiency
Increased Automation of
Claims Adjudication Process
Key Features
Case Management
Case Statistics
Data Receipting
Notification
Mall Management
Data Capture
Scalable claims processing
Exception-Based
Claim Adjudication
Calculation and
Funds management
Data Cleansing
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Future Implication
Exception-Based
Claim Adjudication
Calculation and
Funds management
solutions
Enhanced customer experiences
Entire suite of Claims processing
technology and services
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Benefits
Enables automation for faster turnaround times, lower costs and improved accuracy
Easy configuration and faster roll out of services (reduced ramp time) with modular
components
Integration with client workflow processes
Continuous enhancements to platforms
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Internally Developed and Scalable
Technology Platform
Solutions
Healthcare
Finance
Healthcare
Provider
Healthcare
Payer
Finance and
Accounting
Public
Loan
Processing
eContent
Management
Analytics
Records
Management
& Storage
Platform Modules
PCH™
PCG™
PCX™
PCF™
Turboscan™
ACE™
Firefly™
Aquila™
DocDNA™
Ethos™
Sub-Services
» OCR, Scanning Data Entry
» Archival /Retrieval
» Workflow
» Business Rules Engine
» Approval, Adjudication, Fraud Waste & Abuse Analysis
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Komodo™
FCB™
EON™
MCP™
Case Studies
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Client Delivery
Relevant Experience
UnitedHealthcare (UHC)
» Location: 15 locations including Offshore Services in India, China, Mexico & Philippines
» Volume: Over 3 million pages per month in claims, enrollments, and correspondence
» SLA: 30 minutes for expedited appeals
WellPoint/Anthem Blue Cross
» Location: Carson, CA; Denver, CO; Atlanta, GA; Offshore Services in Philippines & India
» Volume: Over 2 million medical claims per month
» SLA: < 4 hours
Top 10 P&C Insurance Company: Document Management for Claims
» Location: Carson, CA; Offshore Services in Philippines
» Volume : 200,000 medical bills; 1million non-medical images per month
» SLA: < 2 hours
Top 5 Bank: Disaster Recovery/Overflow Support of Internal Document Management
» Location: Irving, TX; Carson, CA; Offshore Services in Philippines &India
» Volume: 15 million pages scanned, indexed, and doc typed per month
» SLA: 24 hours
Top 5 Bank: On-Site (FM) and Off-Site Document Management Services
» Location: Irving, TX; Carson, CA; Offshore Services in Philippines & India
» Volume: Over 25 million images ingested, indexed, and doc typed per month
» SLA: Under 11 minutes
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Account Governance
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Account Governance Model
Effective Communication is a Critical Success Factor
Dedicated Program Manager & Customer Relationship Manager
Key Operational
Management
Resources
Daily Internal Meetings with all Sites (Operational)
 Executive-Level Project
Steering Committee
Weekly Operational Calls with Client Team
 Dedicated Program Manager
Automated Email Distribution of Production Reports
 Strategic Account Manager
Real-Time, Web-Based Reports – Daily, Weekly & Monthly
 Solution Engineer
Monthly Review of Performance Versus SLA (Dashboard Structure)
Structured Escalation Processes; Internal and with Client Team
 Vice President, IT Services
 Senior Business Continuity /
DR Specialist
Detailed Change Management Process
 Manager, Information
Security / Risk / Compliance
Quarterly Business Reviews
 Operations Manager
Executive Annual Reviews and Strategic Partnership Initiatives
 Human Resources Manager
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SourceHOV Quality Organization & Alignment
Quality
Intelligence
Strategic
Quality
Q-Card
Development
• Real time interactive
QM Portal
• Spec, Process, Audit,
CAPA, Report Modules
• Adaptive Database
• Logic based on BR &
historic patterns
Compliance
Monitoring
Performance Metrics
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Continual
Improvement Programs
• SLA Gaps /
Enhancements
• Small Group Activities
• Six Sigma
Calibration
Outgoing Quality (CAL)
Stage-wise Quality
Focus Audits
Sampling Plans
• Client Vs In-house
• Auditors Vs Processors
• Center Vs Site
Process
Management
Customer
Quality
Quality Ops
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• SOW Mapping (QFD)
• Customer / CRM
Interactions
• Customer Quality Report
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CTQ Controls
FMEA, Causal Analysis
Feedback loop, Reactions/CA
Change validation & Sign-off
MOC – Setup Validation
Six Sigma Program
Components of
Six Sigma Program
Goal Setting &
Deployment
Structured Project
Execution
Organizational
Alignment
» Active Vision Points
» Project Approach Guide
» The Six Sigma Organization
» Annual Objective Setting
» DMAIC, DMADV Cycle
» Ongoing Awareness
» Business Process Management
» SAT (Minitab)
» Employee Engagement
Tracking
» Projects Linked to AVPs
» SourceHOV Migration Model
(DFSS)
» Change Management-A2I
» BRWs & Trimester Reviews
» SSDT Reviews
» Competence Recognition;
Champions, GB, SAT, etc.
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Q&A/Next Steps
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Thank You
Contact information:
Name
O: XXX.XXX.XXXX
C: XXX.XXX.XXXX
Email address
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