Our Vision
Driving iFiT Forward
Our Journey
Making work easier
Keeping us on Track
100
iFiT
What is Investment Finance Transformation?
100
People, Process, Data, Technology and Change Management
What are the 5 levers that will drive Finance Transformation?
100
Global Optimization Program, Investment Finance Transformation and Employee Engagement
What is the Transformation Journey?
100
Transitioning and Standardizing (optimize, streamline and consolidate)
What are the key focus areas of iFiT?
100
Tim Deacon
Who is our Executive Sponsor?
200
Gather, Report, Analyze, Advise
What is Investment Finance key components of our Value Chain?
200
To build a continuous improvement culture
What is Business Optimization?
200
Legal Entity Close Process, Accounting Revenue, Billing, Management Reporting, Expense Management & Reporting
What are some of the functions will focus on in Wave 1?
200
Simplify, Standardize, Automate operational activities
What is self-serve?
200
Mohnish Kamat
Who is our Business Sponsor?
300
We intend to deliver through forward-looking strategic insight enabled by a single source of truth, a dynamic self-serve capability, and talented Finance professionals
What is the Investment Finance's Vision?
300
To diagnose, analyze & recommend process improvements leveraging data
What is Business Optimization?
300
Leaders, Employees, Subject Matter Experts
Who are key Stakeholders of the Change
300
Single platform, limited customization, straight-though-processing
What are the technology goals?
300
Jasmine Tehara
Who is our Business Execution?
400
Year-end Finance scorecard, Positive Partner Satisfaction and Employee Engagement
How we will measure success!
400
Process Mapping, Risk Analysis, "Kaizen” sessions
What are some the tools used in Business Optimization?
400
Global Optimization (GO); MAM infrastructure, Real Estate Operations TOM
What are some dependencies of the iFiT program?
400
Steve Callahan
Who is Program Manager?
500
Catherine Laframboise and Patti Vernon
Who are our Change and Communications Leads?
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