Capco confidential - © Capco -

-1 March 22, 2013, Volume 10

North America Talent Acquisition Digest

Digest HighlightsInside this

Issue:We are pleased to share that we have officially re-launched our recruiting applicant tracking system (ATS) and have made significant changes to our talent acquisition process. Automating the end-to-end recruiting process is critical to integrating our talent management function, allowing us to better manage supply and demand while optimizing the candidate experience and allowing us to attract top talent.   Key changes include: • Requisition Requests & Approval

Process (workflow attached)• Documenting Candidate Feedback• Employee Referrals• Interview Skills Training  Please take the time to review this Digest as it contains important information about the above processes.

As always, we appreciate your support in recommending top talent and investing in Capco’s growth. 

NA Talent Acquisition

RespectIntegrityCommitmentExcellenceKnowledge

Page 2:

Requisition Requests &

Approval Process

Page 3:

Documenting Candidate Feedback

Page 4:

Employee Referral Process

Page 5:

Interview Skills Training

Page 6:

Appendix & Workflows

September xx, 2013 Volume 1

This document and the information in it are provided in confidence, for the sole purpose of the NA Talent Acquisition, and may not be disclosed to any third party or used for any other purpose without the express written permission of Capco.

•

Capco confidential - © Capco -

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Workflow

Requisition Requests & Approval Process

This process has been developed to allow us to provide our internal talent with more career optionality and more effectively managing our business

Please refer anybody who you feel would be a good fit for Morgan Stanley project to NA Resource Management

March 29, 2013, Volume 10

All recruitment requests for sold work or otherwise must first be communicated to the Domain Business Partner and NOT Recruiting

o This also applies to requests for Contractors or Temporary Project Employees (TPE's)

If the demand cannot be filled internally, the Business Partner will coordinate with the Hiring Manager/Project Manager to obtain the requisite information and create a formal requisition in the ATS

An automatically generated message will be sent to the Domain Lead(s) who will approve or decline the requisition.  If you receive such notification, you must take action in order for the requisition to be completed.  

If a requisition request has been denied, no further action will be taken.

If the requisition is approved, Recruiting will prepare a job spec that will be reviewed and approved by the Hiring Manager/Project Manager and then posted externally.

When an offer is about to be extended, an automatically generated message will be sent to the Domain Lead(s). Recruiting cannot extend offers until they have been approved in the system.

 

Workflow will be inserted here

What You Must Know

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Key updates

Operations

March 29, 2013, Volume 10

Reminders:• Reassign

Approvals before going on Vacation

• Submit Time sheets prior to going on vacation

• Project Managers, follow up with your teams to submit time and expenses weekly

March Revenue is on target to meet and exceed forecast, as long as all contracts are signed

Our Q1-2013 revenue is $44.2MM against a forecast of $42.7 MM

Do your part to make a positive impact on our recognized revenue – accurately submit your time and expenses each week; make sure they are approved; follow up on AR; secure signed contracts and acceptance of deliverables from your clients

For a copy of the latest Pipeline and Client Target revenue reports click HERE

 

North America Forecast CDM Rev Outlook

Gap to Plan

2012 Actuals

March $15,026 $15,996 +6% $10,275

Current Quarter $42,710 $44,422 +4% $30,562

April $15,281 $12,833 -16% $9,382

Year $176,00 $91,144 -48% $140,568

Region March

Revenue Q1 Revenue April

Revenue 2013 Revenue

Canada $ 4,931 $ 14,275 $ 4,412 $ 24,560

New York $ 1,676 $ 4,456 $ 1,414 $ 17,248

Rest Of US $ 3,003 $ 7,171 $ 2,603 $ 16,013

US Morgan Stanley $ 6,386 $ 18,520 $ 4,405 $ 33,323

Grand Total $ 15,996 $ 44,422 $ 12,833 $ 91,144

NA weekly business digest

Top 5 Unapproved Time SheetsManager Name TotalGalliford,Dane 7Wong,Wing Yan 4Gadre,Ashwin 4Hasan,Humayun 3Moerman,Michael 2

RegionMissing

TimesheetsCanada 5Morgan Stanley 3New York 9Rest of US 15Grand Total 32

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Sales

March 29, 2013, Volume 10

Reminders:• Please send

pipeline updates to Noelle Blaskovich

• See NA Ops CiT site for more information on Managing a Sale, including links to Pricing Model, Legal Contracts, Credentials and Standard RFP response site

Top 5 Big Deals in Pipeline

Wins this week include Jeffries , Morgan Stanley and

extensions at Fannie Mae

Region Bookings this Week

March Bookings

TCVCanada $ 183 $4130

New York $1,456 $4812

Rest Of US $ 530 $6,374

Total $ 2,169 $15,316

Client Project Name Code Client Partner Status TCV

First Niagara Bank FNFG Orlando 5012684 Claus, Scott 60% $ 25,500

Fannie Mae FM_ProductionSupportImprovemnt 5015249 Ringmacher, Paul 60% $ 1,545

Fannie Mae FM_PM Service Zucker BAU 5014833 Sommers, Bill 60% $ 1,000

SVB Financial SVB Financial Costing Requirements 5006795 Mackris, Frank 60% $ 1,000

Fannie Mae FM_Arch as a Service - Ken 5015233 Ringmacher, Paul 60% $ 800

NA weekly business digest

March Projected Bookings

Client Booked TCV

BNY Mellon 350

Citigroup 219

TD AMCB (US) 85

Metlife 242

Commonfund 110

Total Projected 1,006

$54,822

$1,404,647

$24,239

$43,194 $59,604

2013 Pipeline$1.6B

Status 5%Status 20%Status 40%Status 50%Status 60%

Canada New York Rest of US $-

$4,000

$8,000

$12,000

$16,000

$20,000

$11,963

$17,185

$19,956 YTD Bookings $49m

Capco confidential - © Capco -

-5 NA weekly business digest

Key updates

Finance

March Quarter End • Follow up with

clients on all AR especially over 30 days

• Slight improvement on bad debt ,but we must continue to chase.

• Secure fully Executed contracts by Mar 28th and provide to Ops and Finance

Deferred Balance consist of the following : Unsigned, Holdbacks (TD, Fannie), Acceptance Criteria . Click HERE to view full listing of all our Deferred Accounts.

Cash Collection have improved for total collected this week of 5.6M , please review your accounts and ensure all overdue invoices are paid before month end. Click HERE to view complete AR report.

Customer Concessions: We have a Bad Debt of 253K at month end. Please review the AR report and work with finance to clear Click HERE to view complete Bad Debt report.

Mar Balance

Deferred Balance $3.6M

Cash Collected $10.4M

Bad Debt Provision $253K

Deferred Balance remains high at 3.6 although this is an improvement of 600k from last week. Please continue to focus on Reducing as much as possible by Month end.

Bad Debt remains high at 253k ,We need to ensure all Aged AR is paid by month end of Q1, please have your PM’s work with Finance to ensure collections.  

Deferred Accounts Deferred $

CATO Unsigned 1,787,832 TD Holdbacks 356,459 USNY1 Unsigned 840,509 FNMA Holdback 482,266 Deferred Acceptance 139,978Total 3,607,044

Top 5 Aged Accounts Amount

Morgan Stanley US $2,764,863

TD bank Financial Group $818,164

First Niagara Bank $762,064

TD AMCB (US) $676,703

Key Bank $423,511

Total Aged $5,445,256

March 29, 2013, Volume 10

Capco confidential - © Capco -

-6 March 29, 2013, Volume 10

For additional information, please contact:

• HC: Rebecca Lee• Operations: Suzanne Madden• Sales: Noelle Blaskovich• Finance: Elvis Rodriguez

This document and the information in it are provided in confidence, for the sole purpose of the NA business digest, and may not be disclosed to any third party or used for any other purpose without the express written permission of Capco.

Impo

rtan

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enda

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MON TUE WED THU FRI25 26 27 28 1

4 5 6 7 8

Finance: Fee Invoices Issued MS interview day

International Women's Day

11 12 13 14 15 L&D: Consulting 101 Inter'l Woman's Day Lucheon ATP-18 hires

L&D: Consulting 101

L&D: Consulting 101 Finance:Fixed Fee POC due MS interview day

L&D:Project Managment 101

18 19 20 21 22

L&D:ATP L&D:ATP L&D:ATP Merit/Bonus communicated

L&D:ATP Finance: Expense Invoice Issued MS interview day

L&D:ATP ATP interviews

25 26 27 28 29

L&D:ATP *Compensation Letters sent out ATP interviews

L&D:ATP ATP interviews

L&D:ATP MS interview day ATP interviews

L&D:ATP ATP interviews Finance:Signed Contracts due

L&D:ATP Bonus distribution ATP interviews

1NOTES: *Performance Management deadlines * Annual compliance must be completed by March 31st (1)code of conduct (2) confidentiatlity agreement (3) IT security awareness

MAR

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2013

NA weekly business digest