Success Stories eVo Associates’ Case Studies John G. Mathers 2013

1. Success Stories eVo Associates’ Case Studies John G. Mathers 2013

2. Success Stories: Division Divestiture Situation: • A $9 million corporate trust division is being put up for sale by a major, international bank • Problematic portfolios from two recently acquired banks with operations in 3 states • Management requires audited documentation of portfolios and an overall portfolio risk assessment before sale • Two weeks into project, deliverables are increased 125%, staff is tripled, timeframe reduced 50%, and budget increased 60% Required Action: • Develop and get approved, Project Plan and $8 Million budget • Hire, train and manage 100 professionals; Secure premises and equipment in 3 locations • Initial review 400 Mortgage Revenue Bond issues from 3 states increased to 900 • Interact and negotiate with senior management, Big 4 CPA firm, Trust specialty CPA firm, inside legal counsel • Develop metrics and maintain effective communications with all Participants Results: • 900 MRB issues reviewed, validated and documented two weeks ahead of schedule; project completed on budget • Deliverables achieved in timeframe shorten from 18 months to 9 months • Provided senior management with assessment of potential portfolio risk; Trust Division sold eVoassociates Page 2

3. Success Stories – New Product Development Situation: • Major international credit card company planning a new “chip on the card” product • Hired to project manage the business side of this new multi-million dollar endeavor • Assure that new product is globally applicable and marketable for both small and large banking entities Required Action: • Develop conceptual plan, feasibility plan, and business requirements documentation for presentation to and approval by senior management • Develop financial modeling of new product to validate means of profitability and to receive approval for new product by senior management • Produce Project Plan and interact with systems professionals to assure adherence to milestones • Develop the planning guide to be used by participating banks of the new product Results: • Project successfully completed as planned, on time and within budget • Banks globally elected to participate in and market the new product • Product successfully launched at the Summer Olympics in August 1996 eVoassociates Page 3

4. Success Stories – Litigation Project Situation: Major, international high tech firm is attempting to recover its remediation costs of SuperFund sites from its insurers Hired by CFO and General Counsel to assume project management from outside counsel, three months after project start Meet anticipated recovery goal within 5 year project timeframe and $7 million budget Required Action: Clarify the project milestones and deliverables with project sponsor Develop project team with internal/outside legal parties, internal/external environmental experts, risk management and outside financial consultants Re-strategize approach to achieving project goals and convince project team, outside counsel and senior management Produce Project Plan to manage and achieve the new strategy and project success Results: Project successfully completed without litigation Project completed in 2.5 years instead of 5 years Recoveries collected were over 3 times Plan Project completed using only 60% of budget eVoassociates Page 4

5. Success Stories – Online Banking Situation: Fledging online banking division of major US bank required a business architect for back office processes While completing above project, was requested to evaluate new systems implementation Due to completing the above two projects, requested to assist senior management in the strategic planning for the division Required Action: Interview management to determine the formal processes in place; develop new processes to improve efficiency and effectiveness of the unit Produce Project Plan and establish Project Team to achieve goals Evaluate new system to update current system supporting online customer transactions; report to SVP/Head of division Strategize with division senior management to plan the next 3 years in this rapidly evolving business Results: Found process inconsistencies and inefficiencies; implemented new processes improving unit performance Determined new system had issues; developed contingency plan with internal systems; plan was successfully triggered when vendor was unable to produce new system Strategy sessions resulted in improved customer use and satisfaction plus staff performance eVoassociates Page 5

6. Success Stories – Performance Improvement Situation: Multinational semiconductor corporation first-line team performance improvement year-over-year was decreasing Required Action: Design in-tact team workshop Implement one day workshop and follow-up Incorporate workshop results into management reporting Results: Average 30% increase in productivity across all manufacturing teams eVoassociates Page 6

7. Success Stories – Y2K Emergency Response Situation: Global financial institution with five regions and representation in 130 countries Potential systemwide failure during Y2K due to lack of coordinated response Required Action: Design global response program Build buy-in with each of six independent divisions Implement management oversight to assure preparedness Results: Predictions made in September 1999 regarding the likelihood of global technical and other problems were realized 600 employees in six high tech centers worldwide addressed minor concerns over two full days during Y2K eVoassociates Page 7

8. Success Stories – Chapter 11 Work-Out Situation: US-based footwear manufacturer with broad distribution and retail holdings Must move out of Chapter 11 and establish firm footing for future growth Required Action: Completed interviews with all division heads and key players down the organization Assessed market and competitive environment Facilitated strategy and organization worksession with top 22 managers Implemented and monitored performance management processes to guarantee speedy recovery of market position Results: Company returned to profitability within six months and exceeded all Wall Street expectations for performance on an ongoing basis Entry into new markets and repositioning in existing markets made company premier provider in a number of market segments All 22 managers received bonus and options each at least one million dollars within 18 months of intervention eVoassociates Page 8

9. Success Stories – New Market New Product Situation: Regionally diverse Baby Bell must move quickly on Supreme Court decision to allow Bells into long distance market Required Action: Work with new management team to define the strategy and plan for the organization, establish oversight for shifting, growing organization, assimilate 75-125 new employees per month, qualify for entry into six selected markets in the Midwest, measure success on a weekly basis Establish teamwork amongst individual first line teams and across entire business Results: Organization grew to 540 employees in six months All market and organizational objectives were realized eVoassociates Page 9

10. Success Stories – Fab Plant Build Oversight Situation: Multinational partnership of technology construction company and design firm addressing how to effectively project manage 5,000 people onsite and 147 subcontractors to build $2.1B fabricating plant in 30% less time than ever accomplished previously Required Action: Assess individual and group concerns, both of the project and the various players Work with senior management team and each organization together Implement project management techniques to support action plan Results: Re-organization brought all disparate groups into chain of command and accountability process All six weeks of project lag were recaptured and all four lines qualified first time out (saving an estimated $600M for the bottom line) eVoassociates Page 10

11. Speeding the natural evolution of your business 3020 Bridgeway, Suite 414, Sausalito CA 94965 Tel: 1 (415) 381-4660 Email: info@eVoassociates.comWeb: www.eVoassociates.com