QA Automation-ECVT ECVT

Client Information

What is your client's name?

What industry does your client belong to?

How would you characterize the engagement type?

Would you like to preload a set of {{ formFields.engagement_type }} initiatives into your {{appName}}?

Yes

No

Warning: The existing preloaded {{ originalEngagementType }} initiatives will be deleted but the workstreams will remain and can be deleted manually.

Note that new {{ formFields.engagement_type}} workstreams will be automatically created and preset initiatives will be added to them.

Click here to have a preview of the initiatives being preloaded.

Warning: The existing preloaded {{ originalEngagementType }} initiatives will be deleted and replaced with a set of {{ formFields.engagement_type }} initiatives.

Click here to have a preview of the {{ formFields.engagement_type }} initiatives being preloaded.

When does the engagement start?

What currency are you tracking in?

Who is the target company?

What is the target's approximate annual revenue ({{currencySymbol}}M)?

{{ $filters.prettifyMoney(formFields.target_company_annual_revenue, currencySymbol) }}

What is the target's approximate number of employees (HC)?

Who is the acquiring company?

What is the acquirer's approximate annual revenue ({{currencySymbol}}M)?

{{ $filters.prettifyMoney(formFields.acquirer_company_annual_revenue, currencySymbol) }}

What is the acquirer's approximate number of employees (HC)?

What is the client's approximate annual revenue ({{currencySymbol}}M)?

{{ $filters.prettifyMoney(formFields.annual_revenue, currencySymbol) }}

What is the client's approximate number of employees (HC)?

Change Management Tracking

Do you want to enable stakeholder impact tracking?

Do you want to enable leadership engagement tracking?

Comments Module

Comments module visible to client users?

Clients will be able to view all comments, new and existing.

Financial Calendar & Reporting Structure

Financial Impact Tracking

Financial impacts are tracked and reported on for up to five fiscal years out starting from the current fiscal year.

What is the start date of the {{ isPMITracker ? "acquirer's" : "" }} current fiscal year?

{{ formFields.current_fiscal_start_date != null && $filters.$moment(formFields.current_fiscal_start_date).isValid() ? $filters.$moment(formFields.current_fiscal_start_date).format('MMMM D, YYYY') + ' - ' + $filters.$moment(formFields.current_fiscal_start_date).add(1, 'years').subtract(1, 'days').format('MMMM D, YYYY') : ''}}

Which fiscal period is this?

Which 12-month period will financial success be measured against?

Define the 12-month period (e.g. FY2017, LTM June 2019, etc.) and the baseline basis (Actuals, Budget, Forecast). Initiative owners will reference this information to input their initiative-level baseline.

When does the {{ isPMITracker ? "acquirer's" : "" }} budgeting process for the next fiscal year close?

What is the preferred method of financial tracking?

Single annualized value (default and recommended)

Multiple annualized values

Customizable annualized values labels, up to 15 characters

Main label

-

{{ response['financial_impact_tracking_labels.high_amount'][0] }}

All values are mandatory and will be defaulted to zero upon creation. Pre-existing single annualized value entries will require additional values if updated.

How would you like to distribute the Financial Impacts for recurring actions? See examples

Distribution of up to 12 months, repeated year after year.

Multi-year cumulative custom distribution that will be removed in the following years.

(Recommended for retail engagements)

Changing the distribution type will remove created ramps.

Financial Impact Allocations

To capture impacts on company financials and achieve alignment with FP&A, initiative owners will allocate their financial impacts into the P&L line items and cost centers you define below. Define them with a simple and appropriate level of detail, while managing expectations with budget owners.

{{ isPMITracker ? "Acquirer's" : "" }} Profit & Loss Statement / Key Line Items

Provide high-level P&L line items with appropriate breakdowns of COGS and SG&A. "CAPEX" and "Cost to Achieve (CTA) - Below the Line" are automatically included for CTA allocations.

{{ isPMITracker ? "Acquirer's" : "" }} Cost Center Rollup (Paid by)

Provide an appropriate rollup of cost centers into key business segments that will identify key budget owners at an appropriate level, typically not more than 6 elements.

Reporting Reference Dates

You can define some reference dates below to display on the Dashboard page as markers or dates to highlight.

What is the Change Reporting reference date that you want to highlight?

The reference date will be conveniently selectable in Change Reporting mode.

How would you want to label the Change Reporting reference date?

E.g. Last Program Board Meeting

What is the Implementation Plan reference date that you want to highlight?

The reference date will appear in the bubble chart of the Implementation Plan Dashboard.

How would you want to label the Implementation Plan reference date?

E.g. Phase 1 Completion Date

Workstreams

Workstreams are led by {{ formFields.client_name }} results-owners and supported by AlixPartners owners. Identify all the possible workstreams below that will encapsulate your initiatives.

Add Workstream

Workstream {{ index + 1 }}

Workstream Name

Workstream Owner

{{ STATIC_LOOKUPS.users[workstream.lead_user_id].name }} is not an active user

Results Owner

{{benefitsOrSynergiesText}} Target ({{currencySymbol}}M)

{{ $filters.prettifyMoney(workstream.savings_target, currencySymbol) }}

You need at least one workstream

Add Workstream

User Access

Control who has access to your workstreams. Those without access to a workstream will not be able to view or edit its initiatives. Additional admins you designate can administer the Tracker and have access to all workstreams.

#

Team Member

Role

Workstreams Allowed

Admins have access to all workstreams and can administer the Tracker

Engagement leads have access to all workstreams

{{ response['user_workstreams.'+userWorkstreamPosition(user_workstream)+'.workstreams'][0] }}

Stakeholder Reporting Attributes

Spend Categories

If purchasing is in scope, provide a list of the client's 3rd-party spend categories to track on sourcing initiatives.

Management Level

L{{ formFields.management_level_number }}

Select a management layer that will be used to consistently identify the leader accountable for headcount decisions.

Leaders

Provide a list of managers from your selected L{{ formFields.management_level_number }} level.

Job Functions

Limit to those relevant to the scope of this project.

Geographical Regions

Reporting Attribute Name

Provide a name for this allocation dimension.

Reporting Attribute Items

Provide the various segments for this allocation dimension.

Reporting Attribute Name

Provide a name for this allocation dimension.

Reporting Attribute Items

Provide the various segments for this allocation dimension.

Reporting Attribute Name

Provide a name for this allocation dimension.

Reporting Attribute Items

Provide the various segments for this allocation dimension.

Up to 3 Custom Reporting Attributes Add custom reporting attribute

Additional Attributes

Standard initiative fields are already included for each section of the initiative as shown below.

Initiative Section

Owner
Stage Gate
Description
Dependencies
Lever
Baseline Amount
{{benefitsOrSynergiesText}} Logic
Structural/Sustainable flags
Risk flag
Reference Performance Metrics

Financial Impact Section

Action Description
Annualized Value
Recurring vs One-off Impact
Start Date
HC Impacted
Below-the-line vs CAPEX CTA
Financial Validation Status
Financial Breakdown by P&L, HC Leader, Cost Center, Job Function, and Region

Implementation Plan Section

Activity Name
Activity Owner
Start Date & End Date
Status
Planned Stage Gate
Notes

You may supplement with your own attributes for the Initiative section, Financial Impact section, or Implementation Plan section on this engagement. Try to limit the number of additional attributes to those you cannot do without, to make initiative tracking manageable for your initiative owners.

You can add Custom Attributes in the following sections: Initiatives, Implementation Plan and Financial Impacts.

Expand attributes

Collapse attributes

Client Information

Change Management Tracking

Comments Module

Financial Calendar & Reporting Structure

Financial Impact Tracking

Financial Impact Allocations

Reporting Reference Dates

Workstreams

Workstream {{ index + 1 }}

User Access

Stakeholder Reporting Attributes

Additional Attributes

Initiative Section

Financial Impact Section

Implementation Plan Section

{{ element.name }}