SourcePoint Partners LLC (SourcePoint) provides analysis and advisory services in software development, contact center and business process outsourcing (BPO) for the insurance and financial services companies.  We are a full life-cycle partner from up-front analysis to implementation and ongoing monitoring.  We are a neutral party that can help navigate the complexity of the outsourcing decision, help with potential partner identification, successful implementation/service transition and provide ongoing relationship management services.

Based on our past experience and industry research, we have created a knowledgebase specific to outsourcing services for the insurance and financial services industries. This knowledgebase covers the required analysis that organizations must undergo when evaluating the decision to outsource. We have created a proprietary methodology that enables industry executives to streamline their approach to the outsourcing decision and choosing an appropriate outsourcing partner.  The SourcePoint method is cost effective and speeds time to implementation while minimizing risk.

SourcePoint Partners also maintains a proprietary database of information on outsourcing vendors that specialize in the Insurance and Financial Services  Industries.  Using this database along with our research services, the firm also provides research services to organizations including investment banks and venture capital firms.  This database enables our clients to quickly focus on those providers that are best suited to meet the specific unique needs of their industry and company.

The Partners of SourcePoint Partners

Umesh Jain

Lisa Peddy

Leslie Jones

Umesh Jain (ujain@sourcepointpartners.com) is a leading authority in the areas of contact centers, customer service, sales force automation, CRM and global outsourcing and frequently speaks on these subjects at conferences.  Over the last ten years, he has provided services to leading global corporations, including FedEx, American Express, ServiceMaster, Autozone, Autoland, Paymentech, CheckFree Corporation, Microwarehouse, Union Bank of Switzerland and MC Securities among others.

His experience varies from strategy development, technology selection / implementation, to process design and implementation.  His technology experience includes hands-on experience with CRM and call center technologies such as Siebel, Clarify, Vantive, Kana/Silknet, Genesys, Onyx, Saleslogix and others.  His background includes executive positions at Cambridge Technology Partners, overseeing the call center division for Southeast US and Latin America, and US Web/CKS (marchFIRST), where he created and ran the global Call Center and CRM practice.

Umesh has a strong background in outsourcing planning, vendor selection and management.  He brings experience of setting up outsourcing services through partners in United States, and also offshore in India, Philippines and United Kingdom.  He provides strategy and transaction services to corporations and to outsource providers.

Lisa Peddy (lpeddy@sourcepointpartners.com)  brings entrepreneurial, transaction and corporate experience, with a focus on financial services industries and technology.  She has developed partnerships with numerous major financial entities such as Chase, BankOne, Travelers, has transaction experience in M&A and fundraising, and participated in the successful turnaround and spinout of a division of a NYSE corporation.

Lisa was cofounder/EVP of a company that created the first integrated financial and benefit services marketplace targeted at employees of major corporations.  At ProAct Technologies (formerly CFN) Lisa was critical to the company’s success in: Successfully establishing partnerships with over 80 financial service providers and with multiple distribution partners; Creating a patent-pending business process to “learn, try, apply and buy” financial services; Developing and launching 17 product marketplaces; Developing the private label ASP technology business strategy for the company; Raising over $350 million in private equity financing over 4 years

Previously Ms. Peddy was an executive at Equifax, Inc. (NYSE: EFX) involved in the successful turnaround of a substantially unprofitable division which subsequently spun out as a separate public company, ChoicePoint Inc. (NYSE: CHP).  Ms. Peddy held various positions of increasing responsibility involving strategy, M&A activity, and most recently overseeing strategic sales for 8 different business units.

Prior to Equifax, Ms. Peddy was a Manager with Arthur Andersen & Co. specializing in IPOs and restructurings.  She retains her status as a CPA.

Leslie Jones (ljones@sourcepointpartners.com) has more than 13 years of experience in management consulting.  She has led strategy engagements for global chemical companies, traditional insurers and large banks.  Before founding SourcePoint Partners, Leslie was the head of marchFIRST’s strategy practice for the Southeastern region. Leslie has also worked for Andersen Consulting’s strategy practice (now Accenture), First Chicago’s strategy group (now Bank One), and KPMG Peat Marwick’s health care consulting practice.

Some of Leslie’s experience includes developing an Insurance strategy for CIGNA that resulted in the sale of one of their divisions.  Leslie was also the partner in charge of creating an on-line strategy for Sunlife of Canada, UK and Dupont Commercial Flooring. Leslie was responsible for crafting the consumer insurance strategy for First Chicago and an insurance technology strategy for First Union.

(C) copyright 2003. SourcePoint Partners LLC

Contact us via e-mail at: contact@sourcepointpartners.com