Shebaz Dhillon

AUGUST 2024 Baaj Consulting Services Overview Why Use Baaj Consulting? Process-centric | we employ a process first approach to all problems we tackle, which allows us to remain technology agnostic and provide our expertise across all industries Expertise & Proven Methodologies | we employ a set of pre-built frameworks and methodologies which we can tailor to your specific needs and help accelerate the delivery process Dedicated Resources | unlike other consulting firms, our resources will not be split across multiple projects, which allows us to deliver greater quality of work compared to our competitors Affordability | our goal is not to make the highest margin but charge a reasonable rate that accounts for the work we do; we’d like to win your trust and partner with you for the long term Flexibility | we can serve your business needs for a short period of time or for longer durations. You can think of us as your on-demand service provider 2 | Copyright © 2024 Baaj Consulting LLC. All rights reserved. What We Do Our services include both consulting services and shorter duration ad-hoc services for your convenience. The advantage of using us for ad-hoc services versus other freelancers is our business experience. We not only help you develop the presentation, dashboard, or model you need, but can also provide our insights to help generate a better outcome. Consulting Services: Longer term projects with larger scope Strategy & Transformation Initiatives ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ Strategy development Current state assessments Roadmap development Operating model design Requirements gathering and documentation Close process optimization FP&A function optimization Reporting optimization Project management Benchmarking ▪ Cost Optimization Process benchmarks (e.g., cycle time, # of people performing process) Cost (e.g., cost to run FP&A function) Cost reduction Zero-based budgeting Ad-hoc Services: Smaller projects with shorter timelines and smaller scope Presentation or Workshop Materials Development ▪ ▪ ▪ ▪ Analytics, Data, & Technology ▪ ▪ ERP & EPM vendor selection support Data & technology architecture assessment 3 | Copyright © 2024 Baaj Consulting LLC. All rights reserved. Process Flow Development ▪ Build presentations in Microsoft PPT or Google Slides Build materials for workshops (includes presentations, posters, and other workshop materials Develop storyboard for presentation or workshop Develop content for presentation or workshop Develop process flows in: o Visio o Microsoft PowerPoint Financial Modelling Dashboard Development ▪ ▪ Develop models in Google Sheets & Excel for: o Full P&L / Income Statement o Revenue models o Cost models o Real Estate ROI models Develop dashboards using: o Google Sheets o Excel o Power BI o Tableau o Looker Previous Clients 4 | Copyright © 2024 Baaj Consulting LLC. All rights reserved. Project Management Case Study Banking CONTEXT: • Large US-based banking institution seeking opportunities to streamline the project management function for an ERP system implementation OUR APPROACH: • In order to streamline the PMO function, we implemented Smartsheet as the primary project management tool for the ERP implementation; Smartsheet was used to manage the development of user stories, solution development, testing, cut-over and go-live • Automated dashboards were built to provide real-time status updates to all project stakeholders (500+), including automated notifications sent to leaders if any major risks or challenges arose RESULTS: • 5 | Copyright © 2024 Baaj Consulting LLC. All rights reserved. Positioned client to complete the system implementation within two years of project start (even with the start of COVID) Thank you! 6 | Copyright © 2024 Baaj Consulting LLC. All rights reserved.