BIZ PERFORMANCE

SOLUTIONS(BPS)

Linking Strategy to Executionin Internet time

While driving Profitability

The Changing Role of IT

Dramatic move to Laptops/Tablets/Smartphones/Cloud **

E-applications are now Critical Ecommerce and Emarketing as well as eCRM

Technology is the new business multiplier By buying/consolidation, configuring and integrating and NOT building

CIO’s are now central to Corporate Strategy Supporting revenue growth* Thinking about the customer experience* Reducing and controlling costs*

Freeing up IT staff to enhance Value faster than ever before

* Gartner: “2012’s CIO Leadership Challenges”

** Gartner: “Gartner Outlines Five Cloud Computing Trends That Will Affect Cloud Strategy Through 2015“

*** Forrester: “CIO Perspectives On App Dev: We Need New Approaches To Deliver Applications Faster”

BPS’s Value Creator Drives alignment between

Business needs and IT Strategy to meet those needs and Execution 3rd Party Providers and IT Roadmaps

Use Best Practice and optimize processes Incorporating best practices Collecting statistics about how long a step might take

Prioritization and allocation resources to best maximize the Value created

Measurement of results against targets, including through surveys

Benefits both Mgmt and Team

IT Executives: better visibility into their business and customer needs

and how it alignments with IT to make faster ,better decisions to best utilize

scares resources/funding to create Value or know how Revenue/profitability

will be impacted

IT Employees: see how they fit into the big picture how they can contribute to growth use best practices to reduce their stress and do their

best work

Value Creator’s Application Suite

Process/Project

Management

Product/Service Delivery

Management

Financial Management

Business Management

Manage all the processes and link them together including:• Balanced Scorecard,• PMIBOK, • ITIL for your IT organization.

Provide clear market drives for product/service deliveries and processes to deliver them.

Manage lessons learned into future process enhancements.

Financial Planning including revenue and expense modeling. Compare projected to actuals including expense tracking by product, client, business, et alIncludes online expense reporting.

Linking • Vision,• Mission,• Strategies,• Objectives to

Products, Processes, Projects… with unique one-page visualization including traffic light status

Process Management

Portfolio of Processes Business Planning: Budgeting, Balanced Scorecard New Product/Service development: PMIBOK Marketing programs/promotions: Campaigns IT Process: ITIL

Process linkage Linking Business processes with delivery processes

Process compliance Measure execution and provide traffic light status

Developing new processes Incorporation of new best practices and lessons

learned

Hierarchical Visualizations

Project Management

Leverage Product Requirements Link to Product Requirements Evaluate impacts

Process Compliance Define roles/responsibilities Define activities/deliverables Measure per role execution on activities and

deliverables Traffic light status with roll up

Track issues/action items and drive to resolution

Timeline Visualizations

Financial Management

Financial Planning Budgeting/Performa

Projected vs. Actuals Project/Product based budgeting

Revenue and expenses Cost based accounting by

Customer Account Product/Product Line

Online Expense Reports

Financial Planning/Management

IT Management

Align with Corporate and Define IT’s charter Link Products, Projects, Processes to Vision,

Mission, Objectives and Strategies Costs with Revenue to maximize profitability

Organize Processes, Programs/Projects, Teams, Products/Services, Markets, Messaging, Promotions, Channels

Prioritize Best ROI, Resource utilization/bottlenecks

3rd Party Product/Services Delivery Management

Define Business Segments Influencers/Thought leaders/Business Owner Getting Business Segments Buy-in on Proposal Make vs Buy Partners/Suppliers

Identify business requirements Size effort and risks Link to 3rd party product/service deliveries

Evaluate risks of execution New skills/resources New processes Funding requirements vs payback timeframe

IT’s Measureable Results

Measure and Alert Define Objectives and Targets

As well “Traffic Light” Status Surveys

Focus attention based on ROI priority weighting

IT As Business Multiplier

IT

SG&A

Fin

Sppt

Mfg

Mktg

HR

Top-down Approach

Holistic Approach

Simple Business Plan

Subscription based

Per User Per Month or Per Employee Per Month

CRM Licenses vs. Platform licenses Process and Project only users Business Mgmt only users 3rd Party Product Delivery Management

.

Linking Strategy to Executionin Internet time

While Driving Profitability

Background

CEO Delivered 100+ 1st to market

products/services Degrees in CS and MBA Ran 3 PMO’s, 2 at business level VP, Development, CTO, CIO, CFO, CEO Member of Project Mgmt Society 10+ years Guest speaker including Stanford’s Graduate

School of Business Startups/Turnarounds: Doll Cap, Northwest

Cap, Perkin and Kleiner

Team’s background Degrees

PhD in Advanced Technology Industrial Engineering, Cybernetic Systems

MBA, MS-Managing in Science & Technology Computer Science, Electrical Engineering, Industrial Engineering,

Technology Management Operations, Development, Finance, IT Mgmt

Experience Patent inventor, 100+ 1st to market

product/services Trained in:

Miller Heiman Pragmatic Marketing ISO 9001 TQM

Certification Salesforce.com Developers and Admins, ERP, CDIA+, TOGAF, SOA,

Enterprise Architecture Planning CQI, PMI, CMQ/OE, Balanced Scorecard, Baldrige Evaluation Criteria

Customer Markets

High Tech Hardware Software Internet IT

Bio/Medical, Research, Energy, Clean Tech, Automotive, Mobile

Competitive Comparisons

BMS Prj Tools Financials Tools

BPM Tools

Project Basic Sophisticated No No

Process Deliverables based

Not Specifically, task based

No Yes

Market analysis

Included +$ (Presentation)+$ (Spreadsheet)

Not of competitors or providers

Not Specifically

Strategy /Objective Alignment

Included +$ (Presentation)

+$ (Presentation)

Not Specifically

Cost Acctng/Allocation

Included +$ (Spreadsheet)

Yes but allocation is manual or fixed

No

Visualization

Included +$ (Presentation)

+$ (Presentation)

Documents Included +$ +$ +$

Cloud-based

Yes (native) No No +$