BOPAK & Premium Finance Merge

Objective: Establish a successful merging strategy in 4 weeks

BOPAK & PF: What do they do?
What do we hope to gain by merging these two operations? / Why?
How do we do it?

First Questions to Answer:

Topics to Cover

1. Strategy Related

Mission & Vision
Business Model & Strategies for Rental F&I
Customer segments & Product Offering Strategy
Pricing Strategy
Marketing Strategy
Sales Channels Management
EOT Management (Contracted, Rental, Loan) and loyalty Campaigns Management for BOI

2. Process & Cascading

3. Additional

KPI's
Managerial Uplift

4. Organization

Role descriptions: From loan advisor to Financial Consultant

Methodology

Workshops & 1-1 sessions to get feedback & collectively build a new business model

Analysis of current status & SWOT
What are potential advantages we can gain by merging BOPAK & PF?
- Strategic?
  - New org chart & new roles / better use of our team
  - Product innovation and/or new products
  - Cost saving
- Competitive?
  - Speed
  - Price and/or more favourable sales terms
  - Larger coverage / new customers
- Other?

How / When do we do it?

Deliverable: Action Plan & Calendar

to present to Board + Cascade down the team

Due Date: December 1st

First Workshop: November 4th (Review Mission & Vision + SWOT)

BOPAK & Premium Finance Merge

By Yalcin Arsan

BOPAK & Premium Finance Merge

149

Yalcin Arsan