Solutia SDO is a Toronto-based North American management consulting firm that partners with global leaders to smoothly navigate complex #digitaltransformation and #datatransformation initiatives.

1. July 2018
helping clients advance their business
IMPLEMENTING STRATEGY THROUGH EFFECTIVE EXECUTION

2. Page 1
Who We Are
OUR TALENT
Our successes
OUR CLIENTS
• Solutia SDO Ltd (Solutia) is a Canadian
Management Consulting firm founded in
2003 with a focus on business, I.T.
transformation* and data transformation
initiatives. Our clients range from small
organizations to Fortune 500 companies all
across Canada and the U.S.
• Combining years of financial services
experience with transformational expertise,
we act as your trusted advisor to lead and
guide you through business change and
process improvement
• We have over 100 Consultants, specializing
in business transformation, systems
integration and technology & operations

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NAVIGATING YOU
THROUGH COMPLEX
TECHNOLOGY
INTEGRATION &
TRANSFORMATION
• Solutia has proven success and excels in:
ü Interpreting strategy and translating it into
execution roadmaps – we will help you refine
as needed
ü Helping you choose your technology providers or
we work with your chosen technology firm to
ensure smooth integration to meet all
stakeholder business objectives
ü Supporting you in developing the right data
management systems to enhance accuracy
and improve business decision making
ü Building program and project management
teams. All our teams have deep, financial
services experience in managing digital
transformation to realize greater sales
performance, client experience and cost savings
ü Delivering change management that delivers
sustainable long-term results
ü Providing our clients with experienced talent to
augment established ‘in-house’ teams

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OUR APPROACH
TO THE
ASSIGNMENT
Strategy and Alignment
o Strategy validationandongoingrefinement
o Gapanalysis
o ExecutionRoadMapping
o Vendor Management
Technology Applications and Data Transformation
o Designor choosetheright technology platforms
o Integratednewtechnology &alignwithlegacy systems
o Technology anddatacustomization
o Fintechcollaboration
Transformational Project and Program Management
o Manageongoingrisk, issues andchange
o Deliver changemanagement
o Modernizingbusiness andclient reporting
o Experiencedskilledleaders andSMEs
Talent Resourcing
o Technology specialists
o AgileProject Managers (PMs)
o DataTransformationexpertise
o Tenured, industry experiencedleadership

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PARTNERING AND
COLLABORATING TO
ACHIEVE SUCCESS
A few selected client examples include:
Risk Management
Solutia re-engineered the critical risk processes for a large
commodities futures business. This resulted in a new
architectural road map, which we then implemented.
Client Reporting Optimization Project
Solutia was engaged by a large brokerage to overhaul its
performance related reporting. A new system was designed
and seamlessly integrated into the business. Data processes
were also reviewed and improved.
Asset Management
Converted a legacy internal portfolio Asset Management
system from ‘in-house legacy system to ADP/Broadridge
Private Banking – new business model
Solutia designed, built and implemented a new sales and
service model for one of Canada’s largest banks. This
included new technology, adherence to new risk and
compliance policies and operations
Acquisition integration
Solutia was tasked with integrating a new asset management
business into a large FI with legacy systems. Integration work
streams included operations, change management (people),
regulation, compliance and risk

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Please excuse us while we give you
a few more examples, after all, we
shine bright in this space……..
WE ARE
IMPLEMENTATION
EXPERTS
Product indicator flag
enhancements to ADP/Broadridge.
Implementation and management of a Wealth
firm’s Rebranding initiative.
Merger of a Caribbean
investment bank with a large
Wealth International firm..
Conversion of mutual funds to the
lower MER version of the same funds. .
Strategic support in
the design and proof of
concept of an innovative
High Net Worth service
model.
Development of a
reporting strategy for
Ultra High Net Worth &
High Net Worth client
segments.
•Leadership of a
Unified Managed
Account (UMA)
Strategy Program.
Migration to Windows 7/Office 2010 of 1,700 users
Implementation of a new start-up
Private Banking product line within
several countries for International firm.
Conversion of a Wealth trade order
management system from Xeye to
Charles River IMS Anywhere and
implementation of ancillary reporting
solution PureFacts.
Led Operations stream
for M&A initiative.
Business analysis and design
for Salesforce Consolidation
initiative….and implementation of CRM
Various risk and compliance
initiatives including CRM2, POS 3 and CASL.
Business analysis and design
for Logical Access initiative.

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WE HARNESS AND
REFINE DATA TO
POWER SALES &
THE CUSTOMER
EXPERIENCE
§ Our data transformation team partners with you to collate, assess and refine your
data.
§ We translate this data into tangible actions, including RPA and AI, that are mapped
to your business priorities, e.g. customer experience, sales and operational
efficiencies.
§ Our unique ‘partnership’ approach and change management expertise enables us to
work with your executives, management and front/back office employees to achieve
collaborative and sustainable results.
§ We will provide you with ongoing measurement and metrics to ensure you are
achieving the right ROI on your customer and employee journey.
§ .

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Proven history in deploying large
technical analyst/support teams
7
PROVIDING TALENT
THAT ACCELERATES
YOUR EXECUTION
LISTEN
SOURCE
RECRUIT
ONBOARD
SUPPORT
§ We want to align the right resources to your
business priorities
§ Understanding your team/business culture to
improve and not disrupt productivity
§ We have a established, internal ATS database &
a developed external database
§ Strong referral pipeline from existing talent
§ External resources and innovative search
techniques
§ We have a refined initial Pre-Screening process
§ Detailed technical & cultural interviews
§ We identify and qualify resources in 24hrs
§ On site and over the phone problem resolution
§ 24/7 support; ongoing 1:1 support meetings
§ Feedback and coaching of individuals is ongoing
§ We prepare individuals for their first day
§ Our communication with you and the individual
is frequent until you are confident
WE WILL:
Engagement Managers assigned
Boutique, hands on experience
Experienced IT recruiters

9. July 2018
helping clients advance their business
IMPLEMENTING STRATEGY THROUGH EFFECTIVE EXECUTION