This is a case study I had worked on as a first year MIM student at University of Maryland (College Park), while studying INFM612 (Management of Information Programs and Services), taught by Dr. Ping Wang - a wonderful Professor.

1. Miles Everson @
Case Study 5 Name: Pujita Tipnis UID: <deleted>

2. Role of Global Engagement Partner (GEP) @ PwC
Key partner on the account
Relationship management: building a network of relationships with their clients
‘Trusted advisor’ to clients’ top leadership team
Being integrator for the firm around client business issues
Building and leading a team focused on creating value for the client
Execution:
 Oversee the creation and delivery of subject-matter specialists and teams to
staff projects
 Sensitivity to and anticipation of client needs
Business Development:
 Work closely with a Client Relationship Executive (CRE) as a day-to-day
presence
 Maximizing PwC contacts with many individuals in the client organization

3. Effectiveness of Miles Everson: GEP with BestBank
En-route to becoming GEP
 Specialist on financial government and Risk Management
 Started in Finance function from ground -> grew small project into rest of the company
within 18 months
 Responsible for getting 2 more projects thereby giving PwC initial visibility and traction
with management
Effectiveness as GEP with BestBank
 Built BestBank account from $200,000 in annual billings in 2002 to over $5 million in
2007, placing BestBank in PwC’s top 10% of U.S. advisory clients
 Aware and up-to-date about the who’s and what’s at BestBank so as to improve
relationship with BestBank
 Central source of review of PwC’s work at BestBank
 Cultivated networks in PwC, at clients and across broader business community, thus,
building expertise and improving reputation and value to the firm, his clients & teams
 Responded promptly to client needs

4. Miles Everson: Challenges in becoming GEP with Global Financial (GF)
Co-ordinated the work of 10-25 projects at any given point in time
Revenues generated by GF – earned mostly from auditing individual funds as
opposed to auditing the company’s book – which meant more work for PwC
Securities and derivative losses intensified throughout 2007 and 2008
GF in comparison with BestBank:
 10 times bigger in terms of assets and revenues
 Operations in several dozen countries. Much more international scope
 Much broader product range and more complex work
 Very different and more formal culture
 Many more senior managers to determine project-consultant mapping
 Need for even more dedicated PwC people on GF
Everson would need to adjust, adapt and learn to face and manage a greater magnitude
of what he encountered and did at BestBank

5. Be aware of challenges GF addresses across its organization and suggest solutions to
solve them
Maintain active presence with BestBank counterparts throughout transition to new
GEP
Handling new functional responsibilities for Banking & Capital Markets (BCM)
Need for him to spend time with other successful and experienced GEPs
Rely on others to maintain international connections
Need for him to communicate less with those not serving GF or his other projects
Miles Everson: Challenges in becoming GEP with Global Financial (GF)

6. Recommendations for Miles Everson
Commitments
o Avoid making
commitments
that cannot be
met
o Create alerts to
get notified of
important emails
and tasks
Time Management
o Avoid involving in
matters that do
not warrant GEP
attention
o Train junior to
take over basic
tasks so as to get
time to focus on
critical ones
Instead …
o Spend time in
increasing
breadth of
business
knowledge
o Take regular
updates from
subordinates to
monitor projects
Work-Life Balance
o Dedicate some more time for family
o Get enough sleep

7. Cover page:
http://www.eventinbudapest.com/corporate/images/stories/news_images/pwc.jpg
PwC logo 1:
http://www.kbs.edu.au/wp-content/uploads/2015/06/pwc2.png
PwC logo 2:
https://ideasinspiringinnovation.files.wordpress.com/2013/02/logo_pricewaterhouse
coopers_old-logo_dian-hasan-branding_uk-us-3.png?w=150&h=150
References

8. Thank
You !