process consulting · with our outsourcing solutions, we enable hundreds of businesses in...
TRANSCRIPT
• Process Consulting
• Digital Transformation
• Outsourcing
VALENTA CORPORATE BROCHURE
ABOUT US
CORE SERVICES
ZohoConsulting
Digital MarketingProcess andTechnology Consulting
LEADERSHIP TEAM
Natasha Bopaiah Head of Legal and Compliance
M: +61 423 519 635 E: [email protected]
Varsha FlemingHead of Partnerships
M: +61 451 971 935
Jayesh KasimManaging Director
M: +61 415 084 212E: [email protected]
Chetan Kasim
M: +91 90366 57007E: [email protected]
Industry Agnostic Services:
Build Your Team
Software Development
Valenta BPO are specialists in Process Consulting, Technology Consulting and Outsourcing.
Our Process and Technology Consulting is designed to transform your business and enhance your competitive advantage. We work with you to understand your needs, identify and implement the right mix of technologies customised for your business, resulting in innovative, simplified and efficient business processes.
With our outsourcing solutions, we enable hundreds of businesses in Australia, NZ, Canada, UK, United States and the Asia-Pacific to grow through effective staffing solutions. We ensure that you have the best resources to help relieve bottlenecks, improve expertise and deliver cost-effective and efficient employment solutions.
We built Valenta BPO to help great firms like yours run even better. We are committed to providing innovative solutions to help your business succeed in today’s competitive business landscape.
Chief Executive Officer
VALENTA WAY
Loan ProcessingParaplanning
60 Minute Meeting
Process & Technology Consulting
Outsourcing Implementation
• About Us
• About You
• The Process
• The Tools
• Why & How
• Your current
• Your currenttechnology
Quarterly Reviews
Annual Planning
Process & Technology
Implementation
• Team Training
• Roll out• Quarterly Goals
• Scorecard
• Issue Solving
• Knowledge Documentation
• Communication Management
• Training
• IT Set-up
• Roll out
process
The Valenta way
We get what you need
We generate results
OUR DIFFERENTIATORS
Financial Crime
01
02
03
04
05
06
Customized solutions
Technology optimization
End to end assistance
Financial Planning Admin
Accounting
Legal Process
Nuclear CRM
CORE SERVICES
Process and Technology Consulting
PROCESS AND TECHNOLOGY CONSULTING
Valenta technology consulting provides end-to-end services, from strategy to implementation, to help you accelerate change and deliver business outcomes through the power of digital technology.
Take advantage of our experienced consultants to create, expand or optimize your environment while gaining hands-on knowledge for your team.
We can add incredible value to your business if you answer YES to any of the following:
Do you use multiple software across your business?
Do you have clients across multiple CRMs?
Do you find it time consuming to data mine and identify opportunities and compliance issues?
Do you struggle tracking your business pipeline?
Do you use multiple system to track the revenue earned per client and profitability?
Do you struggle overseeing your team’s task and resource utilisation?
Do you want your client to have a client portal that shows them the value of your services?
Do you want to be a leading business using cutting edge technology?
Do you want an integrated system that has the functions of a CRM, social media management, password protection, invoicing, online signatures, online meetings and much more?
OUR PROCESS
Discuss Scope Document - To successfully achieve the business’s requirement it is important to have the objective well defined in a scope document. Our process commences with reviewing your scope document.
Proposal - We will provide you with an initial proposal detailing requirement, estimated timelines and estimates costs.
Business Discovery Sessions - During the Onsite discovery meeting we will request for a detailed walk through of all the objectives of the scope document and review the supporting processes & documents with key stakeholders
Project sign off - Based on the discovery session, we will present you with the final proposal for sign off.
Training - to successfully implement new / revamped systems and processes, training is crucial. We will roll out a training plan for a smooth transition.
Implementation - We will work with our business to successfully roll out the new systems & processes.
On-going support - We will commence ongoing maintenance support as required by your business.
Benefit realisation - We will work with your key stake holders to identify the benefits
Annual Review - business requirements change from time to time. During our annual review, we do gap analysis and ensure the system
Discuss Scope Document
Proposal Business Discovery Sessions
Project sign off Training
Annual Review Benefit realisation On-going support Implementation
Zoho Consulting
ZOHO CONSULTING
If you have realised that your business needs ZOHO because it is not operating at its full potential and is in need of an integrated software that can work for everyone in your business and improve bottom-line, we can build it for you!
Customizing a software as per your specific business needs and implementing it in your business, requires know-how, experience, and time commitment.
Our Zoho consulting team have experience in various sectors and we leverage our expertise to implement customized Zoho CRM solutions to streamline efforts across all departments, making marketing/sales processes and workflows more effective and efficient.
We bridge the gap between business needs and technology solutions through open collaboration with our clients.We use Zoho as a base and create bespoke solutions with various integrations to suit your business. You can also resell this solution.
OUR PROCESS
Implementing Zoho in your organisation should include one of more of the following application:
FOUNDATION BLOCKS
CRM PEOPLE PROJECTS FINANCE
Automated workflow
Realtime Reports
Lead Management
Email& Phone Integration
Attendance Management
Time Tracker
Performance Appraisal
Employee self Service
Time Sheets
Gantt Charts
Customised Reports
Project Coordinations
Invoice
Expenses
Purchase & Sales order
Automatics bank feeds
Client portal
Online payments
Inventory Management
Timesheets
POWERED BY
Discuss Scope Document Proposal Business discovery
sessions
Show prototypeProject sign offDesign architecture
Data migration mapping Build processes
Site implementationOn-going supportBenefit realisation
Annual Review
Training
Build Your Team
OUTSOURCING CAPTIVE
Economies of ScaleVendors are specialised, have the infrastructure and access to talent, ready to scale.
Critical mass is important. Usually 200 FTE’s is the minimum number to establish an effective operation.
Cost & Speed of Implementation
Vendors are prepared to ramp up operations relatively quickly.
Significant investment is required up-front to determine location, understand local regulations, setup the infrastructure and hire talent.
Running CostsCosts are well defined in the scope/contract, so there are no surprises.
Full control on the costs and can steer the boat based on market conditions.
Talent Management Responsibility of the Vendor. HR processes & strategy needs to be developed and implemented based on market requirements.
OUTSOURCING ADVANTAGE CAPTIVE ADVANTAGE
Cost Lower costs compared to Captive.Lower costs compared to operations in Home Country.
Talent Talent is secured constantly and have career paths to retain talent.
Ability to build CoE’s due to the talent available.
Productivity Delivery is expected based on SLA’s. Support and extent the productivity enhancement initiatives of parent.
InnovationInnovation teams usually exist with the vendor to add value.
Separate innovation hubs can be setup with a sole focus.
BCP BCP can be achieved if the vendor has multiple service centres.
Provides strong and reliable BCP.
ADVANTAGE OF OUTSOURCING AND CAPTIVE
OUTSOURCING VS CAPTIVE
At Valenta, we operate our BPO and have the know how to assist business setup their Captive center. In a nutshell a Captive Centre is suitable for business who are looking at employing 200+ staff while other businesses would benefit by using a BPO.
WHEN CONSIDERING OUTSOURCING, THERE ARE TWO MODELS TO CONSIDER;
1. Using a third party outsourcing business (BPO)
2. Setting up a Captive center
Contact us for a bespoke solution.
Digital Marketing
DIGITAL MARKETING PACKAGES
BASIC PRO ULTIMATE
Site Pages
Setup WordPress CMS Website
Mobile Responsive Website
Slider
Contact Form
Tech Support
SEO
Setup Blog on Website
Online Chat
6 9 15
Basic SEO On-page
WEBSITE DESIGN PACKAGES
Basic SEO On-page
$3,000 $4,000 $5,000
POWERED BY
SEO +SOCIAL MEDIA + SOCIAL MEDIA ADVERTS +GOOGLE ADVERTS +EMAIL MARKETING
Frequency Monthly
Cost per frequency
1-5 times per week
$500 per month $100 $100 $100 $250
1-10 advert 1-10 advert 1-4 campaign
ARE YOU FACING THESE DIGITAL MARKETING CHALLENGES?
Yes, I just started my website, but what’s next? How do I increase my online presence?
Having a website is just the first step to success in digital marketing. We can help your site get found by the right people, at the right timing, and to the right product.
Insufficient time to maintain SEO and digital marketing?
Save money from having to build and train your own in-house team. FOCUS your time and expertise working on what your business does best!
Lack of online strategy and digital marketing experience?
You are not the only one who doesn’t have a clear strategy and goal in digital marketing - we understand, and we are here to help! We have all the resources, expertise and experience to grow your business online.
Software Development
SOFTWARE DEVELOPMENT
If you’re looking to build a software development team, we can add value by providing you with world class software developers from the Silicon Valley of India – Bangalore.
For established businesses, our team of developers will seamlessly integrate with your internal teams. We will oversee the quality and service delivery of your outsourced team.
For startups, we offer the flexibility to scale up and down. By taking advantage of our ready infrastructure, you can take your product to market in a shorter period of time.
SOFTWARE EXPERTISE
OUR PRICES
We will provide you with a fixed price per month based on the skillset and experience required.
KEY FEATURES
Design and User Experience
• Interface Design
• Prototyping
• User Experience Design
• Wireframing
Support
• 24/7 Customer Support
• 24/7 Technical Support
• AWS Certified Team
• AWS Monitoring
• MaaS
• Test Automation
• Manual Testing
Technologies and Development
• Angular Development
• Angular JS development
• C++ development
• Custom Software development
• Ecommerce
• HTML5
• Javascript development
• Ionic development
• Laravel development
• Mobile application development
• Mobile cross-platform development
• Mobile responsive
• MVP
• Android development
• iOS development
• Net development
• PHP development
• Python development
• ReactJS
• REST
• Custom Web Development
• Vue.JS development
• Internet of Things Development
• Corporate secretarial and ATO correspondence management
• New entity set-up
• Client service roles-from engagement agreements, to ethicalletters to database management and tax lodgments.
• Bookkeeping, payroll, superannuation processing
• Accounts payable/receivable
• SMSF tax and compliance
• SMSF audit (signed off by a registered Australian SMSF Auditor)
• Personal tax return
• Business tax return
• Annual financial accounts
KEY FEATURES
OUR PRICES
FULL TIME DEDICATED ACCOUNTANT
PART TIME DEDICATED ACCOUNTANT
$2,200
$1,100
/ per month (40 hours per week)
/ per month (20 hours per week)
Accounting
SOFTWARE EXPERTISE
BOOKKEEPING
Accounting is a key foundation for any business. Our team of accountants are trained to assist businesses and CPA firms.
For businesses, our accountants can assist with tasks ranging from AP/AR, invoice processing, bank and credit card reconciliations, cash flow budgeting, payroll processing to preparing business management reports. CFO’s and Financial Controllers value lies in strategic decision making, while all the number crunching and compliance work is best delegated to our accounting teams.
For CPA firms, our accountants can assist with their clients including bookkeeping, SMSF, taxation etc. For Partners to earn $1M+, successful outsourcing and using the right technology are key to success.
Our solutions are designed to enable success to both businesses and CPA firms.
TAXATION
Tax planning and compliance is a key function of every CPA firm. Our team add value to CPA firms by collecting documents, reviewing documents and preparing tax returns, ready of lodgement. These can be corporate as well as individual returns. In addition to tax returns, our team also assists with BAS lodgements and forecasting.
CPA firms are always looking at ways to add value to their customers and one of the ways we assist it by providing management reporting for the customers.
SMSF Administration and compliance is a time taking process. Our team of SMSF experts manage the entire administration and compliance with the use of technology. We have expertise in the likes of BGL, Class Super etc.
SMSF ADMINISTRATION
Financial Planning Admin
FINANCIAL PLANNING ADMIN
OUR PRICES
We understand the day to day operations of a Financial Planning business. Our Financial Planning Admin staff are trained to assist with all Pre SoA tasks, Post SoA implementation tasks, Annual Reviews, Customer Service and Business Admin. Most Financial Planning practices are either overworked or unable to delivery customer service as they would like to, which is why it’s best to get assistance from the experts.
KEY FEATURES
A. Pre SOA Research i. Super researchii. Insurance research & pre assessmentiii. Investment researchiv. Preparation of comparison report.
vi. Transcriptions
B. Customer Supporti. Ongoing client service
management ii. Annual review preparationiii. Fees disclosure statement
C. Finance Reporti. Bookkeepingii. Invoicingiii. Payrolliv. Commission tracking v. Banking
D. Management Supporti. Business reportingii. Managing CRM
E. Marketing supporti. Managing social mediaii. Google advert
FULL TIME DEDICATED ADMIN
PART TIME DEDICATED ADMIN
$2,200
$1,100
/ per month (40 hours per week)
/ per month (20 hours per week)
SOFTWARE EXPERTISE
Financial Crime
FINANCIAL CRIME
corporations face when it comes to managing compliance risks
are able to identify risks, propose and implement solutions.
Our team includes Austrac authorised persons with over 20+ years of global experience in Financial Crime.
KEY FEATURES
• Anti-Money Laundering & Counter-Terrorist Financing
• Anti-Bribery and Anti-Corruption
• Sanctions
SOFTWARE EXPERTISE
OUR PRICES
FULL TIME DEDICATED FINANCIAL CRIME ANALYST
PART TIME DEDICATED FINANCIAL CRIME ANALYST
$2,500
$1,250
/ per month (40 hours per week)
/ per month (20 hours per week)
Paraplanning
Legal Process
VALENTA LEGAL PROCESS INCLUDES OUR PRICES
FULL TIME DEDICATED PARALEGAL
PART TIME DEDICATED PARALEGAL
$2,500
$1,250
/ per month (40 hours per week)
/ per month (20 hours per week)
Lawyers are busy professionals and they are usually supported by a team of paralegals. We have experienced lawyers who oversee our paralegal team. Processes such as conveyancing and debt collection are defined processes which would easily be outsourced. Case law research, business research, drafting documents are time consuming but important activities.
Our team of qualified lawyers can support lawyers with all these functions. Thus, freeing up the lawyers and practice staff to focus more on business growth and customer service. SOFTWARE EXPERTISE
PARAPLANNING
We understand the day to day operations of a Financial Planning business. We understand the need for quality and compliance with SoA’s along with quick turn around times. Our team of Paraplanners are trained across most industry software and on various strategies, including SMSF, LRBA’s etc.
Most financial planning practices face long delays and high costs with producing SoA’s. Our paraplanning solutions are designed to increase efficiencies and make businesses more profitable.
OUR SOLUTIONS
• Valenta BPO’s outsourced paraplanning is able to offer atailor-made service for each Financial Planner, as required.
• We are a team of qualified professionals who are able toproblem solve and offer solutions.
• We have the process and capabilities to manage the work flow that had been working for our current clients, and this process can always be incorporated into your business to maximize efficiency.
FULL TIME DEDICATED PARAPLANNER
PART TIME DEDICATED PARAPLANNER
$2,500
$1,250
/ per month (40 hours per week)
/ per month (20 hours per week)
KEY FEATURES
TRANSCATIONAL PRICING
Single Strategy $199
Each Additional Strategy $19
Cashflow Modelling $19
Research and compliance documentation $35
SoA implementation $550
OUR PRICES
SOFTWARE EXPERTISE
• Alerter administration • Business research • Case law research
• Document and control review • Litigation support • Document drafting
• Conveyancing • Digital document typing • Other legal task as required.
KEY FEATURES
• Research information
• Strategies
• Compliance documentation
• Obtaining super information
• Comparing super funds
• Implementation paperwork ready for presentation
• SOA preparation
• 2 day SOA turnaround
• SOA’s from $199
• Preparing accurate quotes, including conductingpre-assessments
• Life insurance calculations
Loan Processing
LOAN PROCESSING
We understand the day to day life of a mortgage broker. Mortgage brokers value lies with structuring the deal and getting the client the best deal possible. Our team of loan processors include underwriters who have worked with the Big Four. As such, our loan processors are well experienced to take a deal from data entry all the way to settlement and post settlement activities.
We have also designed an online portal to make it efficient for brokers to collect documents from clients. A good collaboration between a mortgage broker and a loan processor can see a mortgage broking business grow to new heights.
• Scenario checks
• Data entry into CRM
• Preparing serviceability calculators
• Ordering valuations
• Preparing discharge forms and processing
• Preparing FHOG forms
• Preparation of compliance documents
• Suggestion on deal structure
• Preparation on deal structure
• Lodgment of the application and supporting documents
• Daily follow up with lenders until settlement
• Provide updates to key stakeholders
• Updating details post settlements.
OUR ONLINE PORTAL FEATURES
• Send credit guides & other documents to customers
• Online fact finds
• Request documents online from customers and safely storethem in the cloud
• Retrieve your customer’s bank statement data directly from the banks and store it securely
• Obtain electronic signatures
• All documents are indexed and easy to find
• TFN removal
• Responsive web for mobile and desktop
OUR PRICES
FULL TIME LOAN PROCESSOR
PART TIME LOAN PROCESSOR
$2,000 / per month (40 hours per week)
/ per month (20 hours per week) $1,000
Fact Find data entry in CRM
CPDD
Preliminary Assessment
Serviceability calculator
FOGH application
Discharge forms
Document verification
Outstanding document checklist prepared
Order upfront valuation if required
Prepare Apply Online or Lender’s application form
Lodgement of the application and supporting documents
Daily follow up with lenders until settlement
Provide updates to key stakeholders
Take the file through the settlement
Updating details post settlement
Post settlement client survey
LODGMENT LODGMENT TO SETTLEMENT
SOFTWARE EXPERTISE
KEY FEATURES
Nuclear CRM
NUCLEAR CRM
Nuclear CRM is a hassle-free customer relationship management tool for mortgage, insurance, and finance agencies. Keep track of all your leads and inquiries and offer an excellent customer experience with the only finance CRM tool of its kind.
KEY FEATURES
Sign up for 15 days trail at Nuclearcrm.com
Multichannel Zia - Artificial Intelligence Performance and analytics
Customization Process management Sales automation
Pipeline Management Team Collaboration Marketing Automation
Security Project Planning Gantt Charts
Project Coordinator Timesheet Reporting Tools
Collaboration Software Document Management G Suite
IssueTracker Mobile Apps Project Chat
Project Forums Dropbox Integration Project Pages
Retainer Invoices Vendor Credits Client Portal
SNAPSHOT VIEW OF DEALS
Having a close eye on your deals is easier when you can see the deal stage as well as the numbers associated with it in a single screen. Know how much of your expected revenue is near closing, and which deals need immediate action.
GRANTT CHARTS
Gantt charts provide a detailed visual on the progress of your tasks in comparison to what was planned.
TIMESHEET
All members working on a project can easily log their billable and non-billable hours. The built-in integration automatically generates invoices using this information. Stay ahead of your time with Timesheet.
FINANCE
Cloud platform has all the nuts and bolts you need for managing your finances. From billing to purchasing, and from inventory management to tax readiness, we've got you covered.
Data Security
VALENTA SECURITY MEASURES
We are an ISO 2700l-certified company, this means our office and systems are on par with international best practice for information security management. Valenta BPO has both physical and non-physical controls to ensure our company and client data is not compromised.
PHYSICAL CONTROLS
Biometric scanners and access card are required to enter our office
The entire office is monitored by CCTV
Full time IT security staff
All computers are connected to local server and firewalls
Users are unable to change any settings on their computers
USB's are disabled
Printer access is permitted only to team leaders.
NON-PHYSICAL CONTROLS
IP address restrictions, permitting staff to login to portals only form our office IP address (based on platform permissions)
Our servers are installed with firewalls and antivirus software
Emails restrictions are setup to permit sending and receiving emails to specific domains
Breach notifications are set up
Destruction register is maintained
We use Zoho Vault as our default password storage, which has IP address restriction applied
Whitelisting approach is applied to visit websites.
Ability to save and store data on the PC is disabled.
TRAINING
All staff must attend and satisfactorily complete regular data security training sessions.
All staff sign confidentiality agreements.
Service Delivery Centres
New York
London
Auckland
Brisbane
Hong Kong
Penang
Bangalore
Mohali
Company History and Contact Information
2014 2015 2016 2017 2018
January
April
July
JulyValenta incorporates in UK.
May
June
June February
MarchValenta incorporates in theUS.
June
Ahmedabad
Varsha FlemingHead of Partnerships
Vizag
Melbourne
Natasha Bopaiah Head of Legal and Compliance
San Francisco
Chicago
BRISBANE (HQ): Level 34, 1 Eagle Street, Brisbane 4000
SYDNEY: Levels 13 & 14, 167 Macquarie Street, Sydney 2000
MELBOURNE: Level 5, 11 Queens Road, Melbourne 3004
PERTH:
Valenta BPO1300 193 178
www.valentabpo.com
Perth
Sydney
The Garden Park, Level 2, Building C, 355 Scarborough Beach Road, Osborne Park, Perth 6017
Valenta’s Head Officeopens in Brisbane, Australia.
Valenta’s first Service Delivery Centre Opens inBangalore, India.
Valenta accquires its firstMulti National Client.
Valenta gets certifiedfor 9001 (Paraplanning)and 27001 (Information Security).
Valenta opens its secondService Delivery Centre in Penang, Malaysia.
Valenta opens its thirdService Delivery Centrein Ahmedabad, India.
Valenta opens its fourthService Delivery Centrein Mohali, India.
Valenta launches in Franchise and opens its fifth Service Delivery Centre in Vizag, India.
Sales Office
Process Consulting • Digital Transformation • Outsourcing
www.valentabpo.com