Principal Global Services

April 2023
Account Updates
Account Overview Status (RYG)
Client Name PGS Thor Project ID Delivery Manager: Prashant Patil
Contract Start Date 6 June 2022 Contract End Date 30 June 2023 Team Size 9
Technology Automation Anywhere, Account Type Hard / Account Executive Doug Petroshius
UiPath Standalone Shadow/
BPO Shadow

Financials
Portfolio CM - 55 % as
2023 Portfolio TCV – 2.56 K
of Feb 23 # of SOWs – 1 Onshore/offshore count – 0/9 Non-billable resource count – 1 NGT count - 1
(YTD) Euros
(Sold – 35%)

Client Journey :
• This engagement came to us from FS team as part of Vendor consolidation deal. BPO and IPA scope was in plan initially for automation
• Total ~40 associates forecast was given however start date got delayed by 1 quarter and only 10 demands came as final one
• The MSA is singed for multi year (5 years ) and the rate card is added inside MSA only . Three rate mentioned discounted (12% discount, Vendor
consolidations and New demand)
• Post 3 month the vendor consolidation planned dropped and got communication to support the demands as per need.
• Onboarded 8 +1 associates to start with (AA and UiPath demands)
• With BA delivery and good impression got the 3 more positions for the BA work for 6 moths which added up revenue with good margin.

Business Line /Vertical IPA presence :

• Principal Financial Group Inc (PFG) is a global investment management company. It provides financial products and services to
businesses, individuals and institutional clients.
• Entire PFG group is distributed in multiple business unites that handles/ offers different services to their clientele. Presently
Capgemini has presence in USIS, PGI, RIS. PI-Chile business units.
• At present, 350+ Bots are running in production environment across all business units. PFG has automated their processes
using Automation Anywhere and Uipath tools.
Account Updates Contn

Overall Delivery Status

Financials Delivery (Quality , Scope & Time) Client , Contractual & Commercial Resourcing

Highlights: Delivery RAID

• Team is spread across various business units such as USIS, RIS, PGI. Each BU has their
Performance RAG Comments
own processes and SMEs.
• Team is working in a highly collaborative environment where they need to work closely with Indicator
PFG tech leads, business users and third-party vendors. Financials
• Entire team got appreciation for their dedication and hard work for making Q1 - zero defect
quarter.
• Team is involved in AA and UiPath migration activities. Delivery On track for all associated BUs
o AA360 Migration: 200+ AA Bots have been migrated from V11 to A360.
o UiPath Cloud Orchestrator Migration: 30+ Bots migrated from on-prem to on-cloud.
Contracts/Commercials iSOW has been signed off.
130+ Bot’ migration is in-progress.

Lowlights:
Resourcing No new demand in pipeline.
• Low volume of new use cases across all business units.
• Less visibility of RPA work impact at enterprise level.
Others Client values team and understands
Watchout:
constraints.
• Implementation of agile at enterprise level will require governance.
• Team needs to be on-top and needs to highlight risks to avoid any business impact.
Governance connect with Weekly /monthly /Quarterly
Asks:
• PFG has asked to train existing associates in following: client Team
o Agile Framework
o Power Automate
o Python
Support Needed for Grwoth:
• Team is spread across various business units such as USIS, RIS, PGI. Each BU has their
Growth Opportunities: own processes and SMEs.
• Capgemini’ team got extended in four different business units. It is a good opportunity to • Team is working in a highly collaborative environment where they need to work closely with
make an impact.
• PFG is targeting to implement Agile at enterprise level and have involved one of the CG team
ember as Scrum Master. Watch Item On Track = At Risk = Major Issues / Delayed =
Growth opportunities and Support Needed.

• Document processing capability showcased. Next discuss is planned with AE

• Planning for Capably showcase with PGS COEs
• Reaching to FS account leadership to look and provide opportunities to penetrate the IPA solutions /demos
• Capgemini’ team got extended in four different business units. It is a good opportunity to make an impact.
• PFG is targeting to implement Agile at enterprise level and have involved one of the CG team ember as Scrum
Master

Support Needed for Growth:

• Need POC demo created using one of leading Document processing tool
• MLE or Analytics POC to showcase
• AE (Account Executive / Customer Service Executive) to connect more with client COE and Business team for
looking more opportunities
• FS leadership shall support to pitch in IPA solutions on different business areas/COE at client side.
Appreciations and R&R
 Thank You

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With more than 190,000 people, Capgemini is present in over 40 countries and
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and outsourcing services, the Group reported 2016 global revenues of EUR 12.5 billion.
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