【正文】 Investment Technology Electronic Funds Transfer Card Solutions East Point Online Banking Document Composition (CSF) Cash Management (ACH) Customers Forever Services Electronic Commerce Solutions Life Insurance Trust Companies Brokerage Mutual Funds DeNovo Virtual Startup Credit Unions Pamp。D) Marketing Mergers and Acquisitions IT Services Conversions Client Call Center Strategy Education Organizational Design Baseline Structure Production * Note: The broad categories of Headquarters, Corporate Development, and Shared Operations need not translate directly to anizations headed by a single executive. Other considerations such as span of control, CEO focus, and executive experience might support a category being spread across several anizations and executives. As a starting point, all iterations of the anizational model held the following categories* constant. P r o s C o n s In t e r d e p e n d e n c ie s? P r o m o te s o p e r a tio n a le ff i c i e n ci e s a n d c a p a b i l i ty? O r g a n i za ti o n a l e m p h a si so n s h a re d s e r v i ce s? S h a r e d s e r v i c e s c r e a tem a n a g e m e n t c o m p le x i tya n d c a n i m p a c t s p e e d /r e s p o n s i v e n e s s? A c q u i si ti o n in te g ra ti o n /d i v e s ti tu re m o r e d i ff i cu l t? A l l c o m m o n s e r v i c e s a res ta n d a rd i z e d , a n d s h a r e da c r o s s t h e o r g a n i z a ti o n a sa p p ro p r ia te19 Organizational Design Remendation The initial phase of anization design focused on designing alternatives around the sales function structure for new and existing clients. The remendation for a clientcentered anization model is driven by the following considerations: Although the current anization has strong sales capability in traditional products, it struggles with new markets, changing environments, leveraging client relationships, innovation, etc. A new type of sales capability is needed. The remended clientcentered anization model will be more effective in creating market focus, treating each client as a corporate asset, and developing a clientcentered culture。D needs to adopt an aggressive and proactive portfolio management approach. Sales: A sales process model and anization needs to allow for maximizing existing client relationships while peting effectively with solution and product sales expertise. Marketing: Key marketing processes should be centralized and shared, to leverage existing capabilities in new market segments. Client Relationship Management: Metavante wants to continue to emphasize its strength in client management and enhance it with a new approach to sales. Shared Services: Support functions need to be standardized and leveraged throughout the anization whenever possible. Operational Excellence: Although Metavante places a premium on strategic positioning, the importance of quality delivery requires a highly disciplined, performancemanaged anization. 17 Key Organizational Components Marketing, Sales, amp。 Presentment Customized Solutions Financial Account Processing BPO Trust amp。 forecasting ? contract negotiation ? local statutory accounting ? legal and tax reporting ? accounts payable ? general ledger ? employee expenses ? remittance processing ? cash management ? contract administration ? order entry amp。 invoicing ? credit control amp。 Investment Technology Electronic Funds Transfer Card Solutions East Point Online Banking Document Composition (CSF) Cash Management (ACH) Customers Forever Services Electronic Commerce Solutions Life Insurance Trust Companies Brokerage Mutual Funds DeNovo Virtual Startup Credit Unions Pamp。 Relationship Management Clientcentric processes within the anization to attract, maintain and manage client relationships. Operations amp。 however, it will bring a new set of tensions across the management team. Although other alternatives may be less challenging to implement, they will reinforce many current silo attitudes and will be less effective internally and for clients. 20 Solution /Product Solution /Product CEO Headquarters (Administrative) Corporate Development Shared Operations Solution /Product Business Development Client Management Sales ClientCentered Organization Model The core focus of this model is centralizing the client management and sales function under the business development group. Pr os Cons Int e r de pe nde nc ies? Sal es force respons i v eness to t he market? Li mi ts s al e s and marketi ng red un danci es? Enabl es the est abl i s hment of c onsi s tent proces s es andadherence to t hem? Redu c es the need fo r sal es management? T rea ts c l i ent as c orp ora te as s et? Market foc used appr oach? Al l ows f or l everagi ng of resources ac ross s ol uti ons? Sy ner gy betwee n c l i ent rel ati onshi p amp。C Insurance Credit Card Finance Companies . Banks Non . FSP Other . Financial Services Companies Small Banks Medium Banks Large Banks Affinity Orgs Major Employers Portals Banks Other F/S Non F/S . Non Financial Services Market Segments: InAble Framework 31 Market Facing Solution Strategies Consulting International Broadening FS Peration eMerging Solutions Sales Framework Operations and Delivery Account Aggregation InAble Global Strategies Project inAble has identified several global strategies that require anizationwide or global coordination across solutions. The anizational design team is addressing the design issues related to Sales, Operation and Delivery (Sha