DECEVAL, the leading organization of the Colombian capital market infrastructure, asked us for a complete review of its business processes that would allow us to make more efficient the management of custody, administration, compensation and settlement of loans to individuals, companies, investors and all financial agents inside and outside the country. 

The project had a not very satisfactory first stage for the client (prior to my joining the company), for which the project had to be retaken, resources reassigned and the project restructured to arrive at an alternative of greater efficiency and satisfaction the client’s. It was achieved after 60 days of hard work and the client achieved through its implementation, an operational efficiency of 70%, a higher quality and security of management in customer service and complete satisfaction that generated new subsequent projects.

As part of the growth strategy, Deloitte raised at the corporate level the need to be part of the management of key accounts at the global and regional levels. Analyzing the company’s key clients in Latin America, Scotiabank was defined as one of them and I was designated as LCSP-LATCO (Lead Client Service Partner – Latin American Countries). 

Based on this definition, contact was established with the lead partner of the account in Toronto and the joint work began with meetings at the global headquarters (Toronto-Canada) to generate the corresponding relationships with the client’s referents. For an adequate development of our joint work role with the client, it was stipulated to hold quarterly work meetings to better manage the relationship with the client at the Headquarters and to be able to have a closer relationship with the Scotiabank operation in Peru. 

My role in these cases was to participate as a regional leader in Latin America, both in the understanding of corporate strategies and their implementation needs in the region and to advise the client regarding cultures and maturity of operations in the American continent, in order to carry out a realistic deployment both at the planning and execution levels. 

Based on this, manage all initiatives with the leaders of the region to support Deloitte in each of the countries where our client had operations, basically Peru, Uruguay and Chile.

The Breca group is one of the 5 largest business groups in Peru, with an approximate annual turnover of close to usd 5,000 million, and they raised the need to hire project management services for the PMO for about 20,000 hours. 

The tender was won, and this was the largest project of hours managed by projects, sold and executed by the company in the entire history of the company in Peru, repositioning the services of the Strategy and Operations practice substantially above which other professional services consultancy.