Annual
Report 2013

To ensure excellence in business management, meeting the needs of our stakeholders, and executing our strategic planning require us to use a number of tools every day. Those include:

Balanced Scorecard (BSC)

We use this performance reporting, measurement, and management methodology to turn our corporate strategy into clear goals and indicators with well-defined metrics. Available to all employees, this helps each department establish its priorities and related goals in a cascading process that reaches even team member-specific challenges.

Unique Personnel Database (BUP)

Deployed in 2012, the Unique Personnel Database stores registration information from different stakeholders (clients, employees, and providers). With the Integrated Database (BID), which was under development in 2013 and that will meet managerial, legal, and client needs, it is a part of our New Information Technology Platform program. Slated for completion in 2016, this program will unify and simplify our business platform.

Performance Cycle

Divided into seven stages, this ranges from the establishment of individual goals to the review of end results, including the disbursement of our profit-sharing plan, which is tied to the performance of each in employee in goals and competencies as a way to boost high performance. Our performance cycle covers all of our staffers (52.2% male and 47.8% female).

Datadase Marketing (DBM)

Database Marketing is a Business Intelligence database that consolidates registration and transactional information from the retirement plans of clients. This database allows us to analyze client profiles, track behavioral trends, create statistical models to anticipate the next moves of our clients, and develop studies. These deliverables back up several of our approaches, such as sales force, product development and follow-up, preparation of strategic efforts, media outreach, client relationship, among others.

Process Management Office

This structure facilitates our decision-making process by mapping and analyzing our processes. To support our corporate strategy, in 2013, our value network, which contain our business model based on our macroprocesses, was reviewed.

Project Management Office

Our project management office aims to provide methodological support to establish, map, and measure the performance of our multiple strategic projects. We use the enterprise project management (EPM) tool to get an overview of all the project development steps, the professionals involved, deadlines, and costs as well as the Project Management Body of Knowledge (PMBoK) to define the best portfolio management approach.

Rolling Forecasts

This initiative enables simulations for a period of up to five quarters that point out potential deviations and distortions. This practice helps managers make decisions in the future, offering them a more consistent and effective decision-making process going forward.