Corporate Overview

Value Proposition

Founded in 1995, Knowsys focuses its engagements on successfully managing large, complex projects, improving governance, and delivering value on technology investments. We help both IT and line of business executives by bringing subject-matter expertise to each engagement.

Knowsys does this by navigating the risk associated with technology service providers.

Knowsys is a management consulting firm and does not sell product or provide integration services. This allows us to effectively recommend strategy and manage the risk and delivery of vendor-based solutions on behalf of our customers.

Knowsys has managed a portfolio of programs/projects in excess of $3 billion on behalf of our Fortune 500 clients. Our staff is comprised of partner-level expertise (average 20 years+ executive experience) at a superior return on investment than the typical big “six” management consulting firms. We employ a team to manage all of our engagements and leverage our intellectual property/best practices to accelerate the delivery of our services.

Practice Areas

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Domain Knowledge• Retail Lending, Mortgages• Commercial Lending• Insurance – Life, P&C• Wealth Management – trading, mid and back office of Mutual Funds

and Equities• Regulatory Compliance – Basel III, FATCA, AML, Dodd Frank, SOX• Capital Markets – Derivatives, FX, Fixed Income, Precious Metals,

ETF’s and Commodities• Trade Finance• Institutional Investments, Pension Fund Management

Sample Customers• RBC• TD Bank• Bank of Montreal (BMO)• Canadian Imperial Bank of Commerce (CIBC)• Scotia Bank• Fidelity Investments • Bell Canada• Rogers• Sprint• Government of Canada• Government of Ontario• Neilsen• WSIB• Fred Deeley Imports-Harley Davidson• Loblaw Group of Companies• Hydro One• OPG

Sample Engagements• CIBC Program Management-Security Transformation Porftolio $80 MM++• CIBC Identity and Access Management ($30MM) Roadmap and Program Management• RBC Dexia Global PMO (230 Euros) governance, organizational change management,

and resource management• CIBC Basel II Program Management of Retail, Commercial/Global Banking ($300 MM+Program).• TD Regulatory Compliance PMO Implementation• TD Network Services QOS Program Management• TD Network Services Repatriation of Outsourcing Services-service

definition/costing• ITSM process improvement and organizational change for major banks• TD Bank IT Asset Management Strategy and Implementation plan • Service Management Frameworks for wealth management at Scotia Bank• TD Waterhouse Program Management of $150M Call Centre Integration • Call Centre Integration/Outsourcing due diligence for a $1B+ procurement

Sample Engagements

• Development of Outsource Strategy and Evaluation Framework for TD and CIBC• Governance and organizational change, design, and implementation for TD Bank• Best Practices and Process Improvement for Portfolio, Program, Change,

Relationship, SW Development, and Infrastructure Management • Built SDLC and trained IT staff for TD Bank (still in use) • Program Management of Retail Credit Data Warehouse ($23MM budget) • Program Management of Wholesale Credit Data Warehouse ($21 MM budget) • ERP –Oracle HR (PeopleSoft) for CIBC• Service Desk Solution developed and subsequent Program Management for a

major Canadian Bank• Product strategy, program management of e-banking solutions for global banking-

cash management, investments, foreign exchange