Listing out the key roles and job titles for operations management and customer services in financial services provider firms. Raw quantitative data along with insights for ‘why’ and ‘how’ were collected.
Key information explored during the research included number of finance operations employees deployed , number of IT security employees managing the security services solution , splitting of total efforts accounted by each group member in a consolidated security solution or network solution group, support staff ratio for active users, number of connected devices supported by the network at one time and revenue allocation by each staff member in network and security solution group.
Other key information areas included total expenditure and split by group member , direct and indirect expenses incurred by each staff, depreciation by equipment , capital expenditure by service line and by service staff , device management for network IT security solution group , network and security devices installed across the organization, auditing process and frequency , contingency plan and disaster recovery management , server maintenance , service level agreement in place and risk and compliant management policies.
Collation of information and preparation of final output ( data in excel) and key takeaways (PowerPoint presentation).