Bank of America Service Delivery Model Oral Presentation Agenda - - PowerPoint PPT Presentation

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Bank of America Service Delivery Model Oral Presentation Agenda - - PowerPoint PPT Presentation

Bank of America Service Delivery Model Oral Presentation Agenda and BearingPoint Attendees Agenda BearingPoint Attendees 1. Introductions 10 Minutes 2. Company and Practice Areas Overview 10 Minutes 3. Understanding of Project


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SLIDE 1

Bank of America Service Delivery Model

Oral Presentation

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SLIDE 2

FINANCIAL SERVICES 1

Agenda and BearingPoint Attendees

Agenda

  • 1. Introductions

10 Minutes

  • 2. Company and Practice Areas Overview

10 Minutes

  • 3. Understanding of Project Objectives

and Value Proposition/Differentiators 35 Minutes

  • 4. Services/Approach Proposed

60 Minutes

  • - Break –

10 Minutes

  • 5. Staffing

15 Minutes

  • 6. Timing, Pricing and Delivery Options

30 Minutes

  • 7. Management and Control of Offshore

Resources 10 Minutes

  • 8. Prior Experience

15 Minutes

  • 9. Questions and Answers

45 Minutes

BearingPoint Attendees

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SLIDE 3

BearingPoint Overview

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SLIDE 4

FINANCIAL SERVICES 3

BearingPoint – Company Overview

FY97 FY98 FY99 FY00 FY01 FY02 FY03

Consolidated Annual Revenues

$947m $1.428b $1.981b* $2.370b $2.856b $2.368b

* Combined (Partnership Basis)

$3.139b

Enduring relationships with world-class clients†

 More than 2,100 clients  Over 15,000 professionals

worldwide

 430 of the Fortune 1000  811 of the Global 2000  98% retention of our top 100

clients

 Named to Fortune magazine’s

list of Most Admired Companies in America in the computer and data services sector

Leading Practice Solutions

 Business solutions provide proven

results: strategy, implementation and

  • perations

 Strategic alliances with nearly 50 market-

leading hardware and software providers

Sustained Revenue Growth

† FY03 Results

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SLIDE 5

FINANCIAL SERVICES 4

BearingPoint’s Experience

BearingPoint’s experienced professionals solve client issues through a combination

  • f industry and solution knowledge — delivering practical, innovative and flexible

solutions to our clients’ specific needs.

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SLIDE 6

FINANCIAL SERVICES 5

BearingPoint’s Value Proposition

 Industry

Experience: 12 Years on Average

 Nearly 50

Alliances with Technology Leaders

 Relationships—

90% Rating: “Easy to Work With”†

 Experience with

Global CRM Deployment

 Delivery using

Industry and Solution Templates

 Treasury Services

Process Flow Diagram

 Integrated Change

Management

 Multi-Channel

Contact Center Experience

 100% Retention of Top 50 Clients††  95% Retention of Top 150 Clients††  93% Rating: “Trustworthy”†

†Survey of 260 BearingPoint clients † † FY02

Get-It-Done Culture

Accelerated Solutions Experienced Professionals Enduring Client Relationships

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SLIDE 7

FINANCIAL SERVICES 6

BearingPoint’s Financial Services Practice

Analysts recognize BearingPoint’s Financial Services Team.

As noted by Aberdeen Group, “… Business and IT decision makers are realizing that they must approach IT planning and investment in the context of an overall value chain in order to achieve measurable benefits on an enterprise level. BearingPoint is best positioned in this context …”

Clients cite BearingPoint’s impact.

“[BearingPoint] brought three specific things to the table: first, a proven track record of delivery; second, industry specific knowledge, both in terms of traditional competitors and emerging technology-enabled competitors; and, finally, they not

  • nly delivered the point solution to the specific business

problem that we were looking to address, but also architectural and knowledge frameworks that we can reuse and redeploy

  • ver and over again through succeeding efforts within the

company.” — Mark Hammersmith, SVP & CIO MetLife

BearingPoint serves the Top 10 banking and finance institutions in the United States as well as the Top 5 Fortune 100 Diversified Financial Companies

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FINANCIAL SERVICES 7

BearingPoint Treasury Solutions Practice

BearingPoint Recognized for Meeting Client Challenges

Check21 Impact Analysis/Image Product Assessment

— BearingPoint is assisting clients accelerate the realization of benefits from

improved process times and funds availability, while lowering the costs of processing transactions and servicing customers

— BearingPoint is working with SVPCo as one of the primary drivers of Image

Exchange development

Operational Process Improvement – BearingPoint is reengineering the operations

  • f Treasury Management Services for global financial institutions

Portal Development/Platform Implementation – BearingPoint is developing and implementing Commercial Treasury Portals to improve client satisfaction while introducing new products and services to the market

BearingPoint Market Presence

Dedicated Payments and Treasury Services practice with Global Treasury Services experience

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SLIDE 9

FINANCIAL SERVICES 8

CRM Overview - Global Footprint

Latin America 124 CRM FTEs North America 1,474 CRM FTEs EMEA 682 CRM FTEs ASIA/PAC 284 CRM FTEs

Worldwide > 2,500 Professionals Dedicated to CRM

China Development Center ~500 FTEs

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SLIDE 10

FINANCIAL SERVICES 9

BearingPoint CRM Practice – Recognized Leaders

Analysts recognize BearingPoint

In 2003 Gartner, Meta, and Forrester rate BearingPoint as a leader in developing and implementing CRM solutions

BearingPoint receives Awards and Recognition

  • Analysts. BearingPoint’s CRM work with clients such as: Boise Cascade, York International, AGF

Management Limited and VendiorBis have been cited by Analysts for Excellence in execution and results

  • Partners. Oracle, Cisco, PeopleSoft and Siebel each recognized BearingPoint with distinction for

Leading Practices

Clients cite BearingPoint’s impact

  • Allstate. “The Restructuring for Profitable Growth work BearingPoint did for us was an A++.”
  • Ed Liddy, CEO, Allstate, comment to Allstate Board of Directors

AGF Management Limited. “BearingPoint has proven to be a dedicated partner. They have made it possible for our organization to focus on the central issue of how the business needs to change to benefit from our CRM initiative.”

  • Steve Elioff, Vice President & CRM Programme Director, AGF

Management Limited

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FINANCIAL SERVICES 10

Global PeopleSoft CRM Practice

 PeopleSoft Platinum Partner

— PeopleSoft’s first Global Implementation Partner — Named as a Platinum Partner at Connect 2003 — R2i delivery methodology for PeopleSoft CRM 8.8 — Established PeopleSoft development capabilities based in China — FSI and Communications verticals installed in our Broadband Solution Centers — Co-developer of PeopleSoft Enterprise Performance Management (EPM) module

 Extensive Experience

— Dedicated PeopleSoft practice - 800 consultants, 500 within US, 300 in rest of the world — Completed over 300 PeopleSoft implementation and upgrade projects - over 150 release 8.x

implementations

— Over 50 consultants trained in CRM 8.x, 75% certified — Over 50 Vantive implementations — Over 10 PeopleSoft CRM 8.x implementations globally, either completed or in progress

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FINANCIAL SERVICES 11

Global Siebel Practice

 Siebel Strategic Partner

— Siebel’s first systems integrator partner (Siebel 1.0,1993) — First global Siebel deployment (Cisco, 1995) — First 7.5 application to go live (York International) — One of the largest Siebel deployments (Microsoft – 12,000+) — Earned superior rating with Siebel’s Gold Star distinction — Implemented Siebel 7.5 within BearingPoint on a global basis (2000 seats – SFA, Marketing,

Analytics, PRM, ERM)

— Siebel co-funded BearingPoint’s China Development Center — Master Services Agreements in place to facilitate rapid teaming

 Extensive Experience

— Over 1,000 Siebel experienced consultants globally — Over 600 Siebel certified consultants — Over 300 projects completed — Over 75 projects within the past 24 months

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FINANCIAL SERVICES 12

The BearingPoint Delivery Team

The delivery team with you today is the team that will be on the ground to make the project a success.

Name, Role Skills Specialties Experience

J.R. Moore, Siebel Engagement Managing Director Managing Director in BearingPoint’s CRM Solutions Practice with comprehensive experience in Siebel CRM Products.

  • Siebel Implementation Management
  • Siebel CRM

Siebel CRM CRM Project Management 17+ years Cindy Howton, PeopleSoft Engagement Managing Director Managing Director in BearingPoint’s Customer Management Practice specializing in CRM solutions for the Financial Services industry.

  • Large scale program management
  • CRM process design and

implementation development

  • International deployments
  • PeopleSoft CRM and Siebel experience

CRM Project Management Systems Integration PeopleSoft CRM 20+ years Joe Kulak, Quality Advisor Managing Director in BearingPoint’s Customer Relationship Management practice specializing in CRM solutions for the Financial Services industry.

  • Program Management of large complex

System Integration projects

  • CRM strategy through implementation
  • Siebel 7, Genesys 6.5, IVR/CTI

Quality Assurance CRM Package Integration Offshore Delivery Model 20+ years Kevin Kane, Treasury Services Industry Advisor Senior Manager in BearingPoint’s Financial Services practice specializing in program management and Treasury Services strategy and implementation projects.

  • Program Management
  • Treasury Product Development

Portal Development Treasury Operations 8 + years Donna Johnson, Program Manager Senior manager in BearingPoint’s Customer Management Practice with extensive program and project management experience.

  • CRM Strategy and Implementation

Management

  • International deployments
  • PeopleSoft CRM

CRM Project Management PMO PeopleSoft CRM Package & Custom 19+ years

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FINANCIAL SERVICES 13

The BearingPoint Delivery Team (cont’d)

Name, Role Skills Specialties Experience

Myra Woods, Business Lead Senior Manager in BearingPoint’s Financial Services practice specializing in electronic payment processing, process design and re-engineering, e-commerce strategy and delivery of web-based information with self service support to corporate/government clients.

  • Process assessment and process

design

  • Six Sigma Black Belt

Project Management Treasury Products Electronic Payment Processing 20+ years Larry Manno, PeopleSoft Technical Lead Senior Manager in BearingPoint’s PeopleSoft Practice, specializing in the design, development and implementation of PeopleSoft software solutions.

  • CRM integration and architecture
  • PeopleSoft Application Development

PeopleSoft CRM Systems Integration PeopleSoft Technical Architecture 10+ years Doug Bendinger, Siebel Technical Lead Senior Manager in BearingPoint’s Siebel Practice with broad experience in architecture and infrastructure planning, performance tuning and development.

  • Siebel Architecture and Infrastructure
  • Siebel Development

Siebel Siebel Technical Architecture Systems Integration 14+ years Carrie Chitsey, Telephony Lead Senior Manager in BearingPoint’s Customer Relationship Management practice specializing in call centers, self service and telephony.

  • Call Center assessments, build,

consolidation, outsourcing and re-design

  • PBX, IVR, ACD, CTI, Speech

Recognition and

  • CRM strategy through implementation

Telephony Products Speech Recognition Call Center Operations 8+ years Eric Biegansky, Business Change Management Lead Senior Manager in BearingPoint’s Strategy, Process & Transformation practice specializing in the delivery of holistic Business Change Management solutions on large-scale CRM implementations.

  • Organizational Readiness
  • Workforce Transition
  • Communications
  • Training

CRM Change Management Customer Service Project Management Process Design 11+ years

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SLIDE 15

Understanding of Project Objectives and BearingPoint Value Proposition / Differentiators

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FINANCIAL SERVICES 15

Treasury Services Industry Trends

Treasury Management

CUSTOMERS

 Greater sophistication of customers

due to improved access to information and products is increasing their power to demand more customization, lower prices, higher quality and better service.

 These increased customer

demands related to liquidity management and netting, are leading financial institutions to expand product offerings and integrate with products outside of their Treasury Services core competencies. COMPETITORS

 As convergence of existing

financial service organizations continues and significant distinctions among providers is disappearing, products are becoming commodities.

 Non-traditional and

international entrants are capturing market share due to the relative ease of entry into the marketplace and for consumers to switch providers. TECHNOLOGY

 While the Internet is revolutionizing the way products

and services are delivered to customers, many companies have not obtained performance benefits from recent sizable Internet technology investments.

 Financial institutions need to fully utilize and integrate

new capabilities and redesign processes to realize efficiencies from new e-enabled technologies. OWNERS

 Shareholder demand for risk-adjusted returns on

equity that exceed hurdle rates is forcing institutions to search for new efficiencies by better understanding the key revenue and expense drivers

  • f profitability.

Financial institutions are facing increasing pressure to optimize performance to more effectively meet current business requirements and position.

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FINANCIAL SERVICES 16

BearingPoint’s Understanding of Project Objectives

We understand that SDM’s success focuses on fulfilling the following business needs: Client Satisfaction and Loyalty

Drive a consistent and satisfying client service experience by improving cycle times for product implementations, by enhancing first call resolutions, by streamlining escalations, and by providing access to the bank through the clients’ “channels of choice”

Associate Satisfaction and Productivity

Improve associate job satisfaction by providing new career growth

  • pportunities, by rewarding desired behaviors, and by delivering tools

that enable associates to delight their clients

Revenue Enhancement

Sustain and extend Bank of America’s leadership position as the #1 US-based Treasury and Trade Services provider by enhancing Bank

  • f America’s reputation for technology innovation and superior client

service

Cost Efficiency

Eliminate service delivery defects and rework, streamline handoffs, and shift service functions to lower cost delivery channels (e.g., self- service) to reduce the blended total cost of delivery

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FINANCIAL SERVICES 17

BearingPoint’s Value Proposition – Our Experienced Delivery Team

BearingPoint believes that our relevant Financial Services and CRM experiences will position Bank of America for effective realization of benefits:

Multi-disciplined Delivery Team A team with specific business and technical skills to Bank of America, including Treasury, Six Sigma, CMM, Siebel, PeopleSoft, Contact Center and Telephony experience Demonstrated CRM Experience on Similar Projects Demonstrated CRM implementation experience at a number of global clients: BearingPoint has performed over 800 CRM engagements in FY03 Understanding of Treasury Services An intimate understanding of the Treasury Services products and the fulfillment processes and challenges Our Change Management Capabilities A focus on both organizational transitions and individual transitions to facilitate user adoption and benefits realization Pragmatic, Collaborative Approach A practical and collaborative approach to large program rollouts, with a focus on achieving results

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SLIDE 19

Proposed Approach

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FINANCIAL SERVICES 19

Service Delivery Model (SDM) Scope

Multiple Access Points and End Points Program Phasing:

 The SDM platform and its

Associate Desktop (AD) will be implemented in two to six contact centers with 1,500 – 2,500 associates in the Americas, EMEA, and Asia

 Phase One is the foundation

release of the SDM, providing baseline Associate Desktop “out-of-the-box” functionality to support client requests

 Phases Two and Three expand

business capabilities, including support for client self-service and for implementations, and providing reporting capabilities to enable root cause analysis

Requests for Information or Consultation Requests for New Product

  • r Service

Requests for Transaction Requests for Problem Resolution Product Support

  • AR
  • LBX
  • ACH
  • AA
  • Trade
  • Wire
  • Tech/EDI

Specialists

  • Cross-Product
  • Fraud

Channels

  • Phone
  • Web
  • Email
  • Fax
  • Mail
  • In Person

R O U T I N G Implementations

  • New Clients
  • New Products
  • r Services for

Existing Clients Client Service

  • Inquiries
  • Problem

Resolution

  • Financial

Transactions

  • Consultations

Associate Desktop Service Analytics Communications and Management Oversight Voice of Client and other client satisfaction measures Requests for Information or Consultation Requests for New Product

  • r Service

Requests for Transaction Requests for Problem Resolution Product Support

  • AR
  • LBX
  • ACH
  • AA
  • Trade
  • Wire
  • Tech/EDI

Specialists

  • Cross-Product
  • Fraud

Channels

  • Phone
  • Web
  • Email
  • Fax
  • Mail
  • In Person

R O U T I N G Implementations

  • New Clients
  • New Products
  • r Services for

Existing Clients Client Service

  • Inquiries
  • Problem

Resolution

  • Financial

Transactions

  • Consultations

Associate Desktop Service Analytics Communications and Management Oversight Voice of Client and other client satisfaction measures

Associate Desktop Voice Response Web Self- Service Contact Routing/CTI Legacy System Integration

  • Case

Management

  • Contact

Management

  • Workflow

Management

  • Knowledge

Management

  • Customer Data

Repository

  • Reporting
  • Call

Categorization

  • Information

Providing

  • Voice and

Touchtone Self-Service

  • Speech

Recognition

  • Email

Integration

  • Integration

with “BA Direct,” Bank

  • f America’s

existing web- based self- service portal

  • Contact

Routing

  • Universal

Queuing

  • CTI
  • Integration

with up to 25 back-end legacy systems

Core Application Components

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FINANCIAL SERVICES 20

BearingPoint’s Approach to Implementing SDM

Our R2i – Rapid Return on Investment CRM methodology is complemented by a Six Sigma discipline that focuses on metrics, business processes and creating sustainable quality.

Program Management SDM Business Change Management Technology Development and Infrastructure SDM Business Process Knowledge Transfer Define Measure Analyze Improve Control Plan Design Build Deploy Operate

PeopleSoft Siebel

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FINANCIAL SERVICES 21

Our Philosophy The fundamental purpose of Program Management is to manage and control delivery risk and ensure that defined business objectives are met.

BearingPoint’s Approach to Program Management

Our Approach to the SDM Initiative

 Engage key stakeholders – sponsors, master black belt, SQA, key business leaders – early, sharing

and confirming expectations and establishing active communication channels

 Adapt BearingPoint’s program management practices to Bank of America norms  Utilize BearingPoint’s PMOnline toolkit or comparable Bank of America tools  Start small and evolve the PMO practices as the program scale builds  Adopt a pragmatic “get it done” approach – be active, not passive or bureaucratic, about managing

program activities, issues, and risks

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FINANCIAL SERVICES 22

BearingPoint’s Program Management Toolkit

User Services

 Self-Service Program/Project

Setup

 Work Calendar  Preference & Notification

Customization

 Form, Workflow & View

Customization

Document Management

 Pre-defined Solution Content  Check-In / Check-Out  Version Control & Activity Audit  Document Access Control  Document Tracking & Routing

Requirements Management

 Requirements Capture  Requirements Status Tracking

and Routing

Reporting

 Portfolio Reporting  Project Earned Value Analysis  Open Items Summary &

Drilldowns

 Threshold & Event Based Alerts  Timesheet Status Reports  Program/Project Hierarchy

Issue & Risk Management

 Issue, Risk, Defect and Change

Order Tracking & Routing

 Audit Trail & Version Mgmt  Summary & Drilldown Reports  Alerts on Issue Status

Schedule Management

 WBS Definition  Task Assignment  Resource Allocation  Gantt Charts  Critical Path Analysis  Progress Tracking

Collaboration

 Contacts  Discussion Forums  Threaded Discussions  Meeting Minutes

Financial Management

 Resource Cost Tracking  Cost Variance Tracking  Project Billing

Test Management

 With R2i Test Materials  Define Tests and CRP’s

Support Products: MS Project (now) Primavera (planned) Niku (planned)

Project Scheduling My Home

PMOnline provides the

framework and integrated toolset for successful CRM Program Management

  • Team member’s personalized

engagement work summary

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FINANCIAL SERVICES 23

BearingPoint’s Approach to Business Process

Our Approach to the SDM Initiative

 Plan (Define) – Clearly understand the boundaries of the business processes in scope and identify the

key data sources, organizations and teammates.

 Design (Measure/Analyze) – Develop a detailed data collection plan and sampling strategy. Test the

tools and preliminary results. Involve the business in analysis and identification of quick wins. Collaborate with users and the development team to leverage out-of-the box software capabilities.

 Build (Improve) – Validate functional design, usability, and CTQ expectations with conference room

pilots.

 Deploy (Improve) –Define pass criteria for each test cycle and phase. During UAT require users to test

the technology the process and the training.

 Operate (Control) – Utilize a CTQ-based dashboard to measure process yields and User Satisfaction

Tools to collect adoption feedback from associates. Ongoing ownership of results is key to continued quality delivery.

Our Philosophy Use CTQ’s to define Future State Processes and technology to enable them.

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SLIDE 25

FINANCIAL SERVICES 24

Business Process Storyboard

Business Process Storyboard

Siebel 7.0 eCommunications - Microsoft Internet Explorer Internal Draft Orders Sales Orders Work Orders Contacts Activities Agreements Assets Products Home Customer File Edit View Help Favorites: My Customers Show: Account Team Activities Addresses Agreements Assets Attachments Calendar Contacts Customer Portal Notes Orders More Info 1 - 4 of 4 New Save * Name: Business Objects Customer ID: 00299 Status: Active Synonyms: B.O. Primary Contact: Doug Newberry Primary Helpdesk Phone: (425) 576-8042 Customer Overview: Business Objects is a software maker of analytical reporting
  • software. BO is a current
DialXpress customer....... Notify of Proactive Tickets: Yes Automatic Notification for Open: No Special Procedures: For all fault tickets at this site... Navigator Customer: Sales Rep: bsmith Sales Organization: Infonet Sales Organization Country: United Status Date Approved: 10/16/2001 Customers 1 - 4 of 4 New Save Customer ID Customer Name Status Sales Org Name Sales Org Country Sales Rep 00299 Business Objects Active Infonet United States Bob Smith 00534 Chub Active Infonet United States Bob Smith 01432 Dow Jones Active Infonet United States Bob Smith 01345 Fry's Electronics Active Infonet United States Bob Smith Date Approved 10/16/2001 5/1/2000 8/2/2000 6/1/2001 1 2 Siebel 7.0 eCommunications - Microsoft Internet Explorer Internal Draft Orders Sales Orders Work Orders Contacts Activities Agreements Assets Products Home Customer File Edit View Help Favorites: My Customers Show: Account Team Activities Addresses Agreements Assets Attachments Calendar Contacts Customer Portal Notes Orders More Info 1 - 4 of 4 New Save * Name: Business Objects Customer ID: 00299 Status: Active Synonyms: B.O. Primary Contact: Doug Newberry Primary Helpdesk Phone: (425) 576-8042 Customer Overview: Business Objects is a software maker of analytical reporting
  • software. BO is a current
DialXpress customer....... Notify of Proactive Tickets: Yes Automatic Notification for Open: No Special Procedures: For all fault tickets at this site... Navigator Customer: Sales Rep: bsmith Sales Organization: Infonet Sales Organization Country: United Status Date Approved: 10/16/2001 Customers 1 - 4 of 4 New Save Customer ID Customer Name Status Sales Org Name Sales Org Country Sales Rep 00299 Business Objects Active Infonet United States Bob Smith 00534 Chub Active Infonet United States Bob Smith 01432 Dow Jones Active Infonet United States Bob Smith 01345 Fry's Electronics Active Infonet United States Bob Smith Date Approved 10/16/2001 5/1/2000 8/2/2000 6/1/2001 1 2 Siebel 7.0 eCommunications - Microsoft Internet Explorer Internal Draft Orders Sales Orders Work Orders Contacts Activities Agreements Assets Products Home Customer File Edit View Help Favorites: My Draft Orders Show: Agreements Attachments Line Items Orders More Info Customize 1 - 1 of 1 New Save Frame Relay Service 1 Modify Los Angeles 1 Sequence Product Qty Action SBR Service Location Billing Account Customer Requested RFU Draft Order Draft Order #: Q-1234JV Customer Name: Business Objects Customer ID: 00299 Sales Organization: Infonet Draft Order Name: GFR for Business Objects Order Type: Product Order Overview: The Los Angeles location should be installed prior to the completion of the San Francisco location. Status: Draft Sales Rep: bsmith Sales Engineer / Other: Related Orders: Customer Requested RFU: 2/15/2002 Revision: 1 Revision Date: 12/1/2001 Revised By: bsmith Siebel 7.0 eCommunications - Microsoft Internet Explorer Internal Draft Orders Sales Orders Work Orders Contacts Activities Agreements Assets Products Home Customer File Edit View Help Favorites: My Draft Orders Show: Agreements Attachments Line Items Orders More Info Customize 1 - 6 of 6 New Save Frame Relay Service 1 Modify Los Angeles 1 Sequence Product Qty Action SBR Service Location Billing Account Customer Requested RFU Draft Order Draft Order #: Q-1234JV Customer Name: Business Objects Customer ID: 00299 Sales Organization: Infonet Draft Order Name: GFR for Business Objects Order Type: Product Order Overview: The Los Angeles location should be installed prior to the completion of the San Francisco location. Status: Draft Sales Rep: bsmith Sales Engineer / Other: Related Orders: Customer Requested RFU: 2/15/2002 Revision: 1 Revision Date: 12/1/2001 Revised By: bsmith Router 1 Routing Protocol 1 Circuit 1 Port 1 Modify PVC 1 Modify 1. 2 1. 3 1. 4 1.1. 1 1.1 Siebel 7.0 eCommunications - Microsoft Internet Explorer Internal Draft Orders Sales Orders Work Orders Contacts Activities Agreements Assets Products Home Customer File Edit View Help Favorites: My Orders Show: More Info Sales Orders Service Order #: S-1234JV Customer Name: Business Objects Customer ID: 00299 Sales Organization: Infonet Status: In Progress Revision: 1 Order Overview: The Los Angeles location should be installed prior to the completion of the San Francisco location. Date Submitted: 12/1/2001 Sales Rep: bsmith Related Orders: Reason on Hold: Customer Requested RFU: 2/15/2002 Planned RFU Date: Scheduled RFU Date: Committed RFU Date: Agreements Attachments Line Items More Info Customize 1 - 6 of 6 New Save Frame Relay Service 1 Modify Los Angeles 1 Sequence Product Qty Action SBR Service Location Billing Account Customer Requested RFU Router 1 Routing Protocol 1 Circuit 1 Port 1 Modify PVC 1 Modify 1.2 1.3 1.4 1.1.1 1.1

Business Process Process Diagrams

D p1 Quote %
  • f list
price Quote Accepted? E p1 N Y Request customer to fax PO and RMA will be on hold until approved Enter PO # and Update RMA status to reflect on hold Siebel Fax PO to OM See OM process Receive approval RMA status to reflect open Siebel End subprocess Note:
  • 1. Pricing is being defined
by Service Marketing SR_4.11.22 SR_4.11.23 SR_4.11.24 SR_4.11.25 SR_4.11.26 SR_4.11.27 SR_4.11.28 Note:
  • 1. If after business hours,
customer will have to wait till next business day
  • 2. Turn around time depends
  • n if customer is an existing
account. Hardware Start Service or Hardware? Service D p3 Quote the per incident charge Quote accepted? N Y Buy support contract? Y N Processes the authorization request A p2 E p3 B p2 Go To SR Update Process Cancel SR and RMA Siebel End Update SR with resolution code Siebel Update SR status to reflect closed Siebel Note:
  • 1. Pricing is being defined
by Service Marketing Provide customer RMA#/ SR# and inside sales contact information. Transfer customer to inside sales dept Update SR and RMA to reflect wait status Siebel Note:
  • 1. Complete the following fields:
Account, Contact, Order Type, Job type
  • 2. End user account and contact
information defaulted from service request Get cc info from customer Siebel Submit authorization request Siebel C p2 Note:
  • 1. Enter the following
fields to complete the
  • rder: CC#, CC type, CC
Expiry Date, VAT # Create Order Siebel Select Service Product Siebel SR_4.11.1 SR_4.11.2 SR_4.11.3 SR_4.11.4 SR_4.11.17 SR_4.11.16 SR_4.11.19 SR_4.11.20 SR_4.11.21 SR_4.11.5 SR_4.11.6 SR_4.11.7 SR_4.11.18 SR_4.9 INT_001 N Try new cc? Y Authorization declined? N A p1 Update order - authorization & settlement info Siebel Request to run CC at a later time
  • r go to the
internal website to process Enter authorization and settlement information Siebel Note:
  • 1. Provide customer
with authorization #.
  • 2. Cybersource returns
authorization info - number, date, amount, approval number and request id.
  • 3. Cybersoure returns
settlement info - code, date, amount Note:
  • 1. Authorization declined and reason given to customer.
  • 2. Customer may try to resolve issue with bank or try a
different cc Y Reason Code due to incorrect information? Y C p1 N System Failure? Y N End subprocess B p1 Close RMA Service Order Siebel SR_4.11.8 SR_4.11.14 SR_4.11.15 SR_4.11.9 SR_4.11.10 SR_4.11.13 SR_4.11.11 SR_4.11.12 Note:
  • 1. Reason Codes are:
End subprocess

Your automatic balance Transfer is still sweeping

  • vernight funds, is this

what you want? Well, I think so. Would you go over everything with me just to be sure? The Service Agent is able to see that Mr. Lewis

  • wns a growing publishing company and is a

middle market business and Private Bank client.

  • The associate makes the change and

closes the interaction. Yes, if you think that would improve the performance. We’re offering a special investment this month. Would you like to add that to your transfer? Thanks so much. When will I receive my Statement ? You should receive this In 2 days, electronically. Thank you for choosing Bank of America, Mr. Lewis.

  • Mr. Lewis, how

can we help you today? I’m looking at my investable balances and

  • vernight sweeps.
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SLIDE 26

FINANCIAL SERVICES 25

Business Process Flow Diagram Example

Understand the complexity of the Current State Process

Determine Customer and Process Requirements through Design and Brainstorming Sessions

Simplify and streamline information collection and hand-

  • ff’s

Assess authentication risks and

  • pportunities

Leverage technology for online collaboration

Determine opportunities for Self- Service

Prototype and Conference Room Pilot the Design

Pilot Roll-Out with Satisfaction and Quality Metrics

Process Flow: Global Clearing - Client requests change to account

Client requests a change to their account Type of change CSO/IO Global Clearing Operations Client Security/ Maintenance Changes Notify Client Coordinates authentication of signature; opens job

  • n APS

Client Access Operations Sales DDA CA Security Make Database change Make Database change Notify CSO No Pricing Required Client Access Assumption: Form setup occurs in APS Make Database change Make Database change Negotiate Pricing Provide Pricing Client, Sales, and Product agree on pricing. Yes Client Access/ Functionality Changes Check setup/make change Coordinates authentication of signature; opens job

  • n APS

Example: Implementations – Account Change

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FINANCIAL SERVICES 26

BearingPoint’s Approach to Application Development and Integration

Our Approach to the SDM Initiative

 Plan – Review legacy applications environment, engineering standards and current state data

  • architecture. Gather high-level CRM application requirements. Establish WBS for AD substreams.

 Design – Conduct fit/gap analysis. Establish high-level application design and security entitlements

  • model. Identify high-volume configuration and data collection/cleansing activities. Prioritize system

and data integration points – determine dispositions for coexistence, interoperability and migration. Complete detail design of application configurations, customizations, integrations, reports and data conversions.

 Build – Collect and populate initial configurations. Conduct CRP and validate design. Complete

low-level configurations. Code and test application. Correct defects and complete regression testing.

 Deploy – Develop WBS for technical deployment. Refine and package move-up procedures. Roll

  • ut AD platform.

 Operate – Execute operational procedures and application administration. Ongoing optimizations.

Our Philosophy Requirements-driven application development leveraging reference models from previous CRM package deployments to deliver a solution that is high performing, flexible, adaptable, serviceable and secure.

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Integration Reference Models

Integration Gateway Integration Engine Lotus Notes E-Mail Server FTP Server MQ Series Third-Party System XML Listening Interface Third-Party XML POST Utility Gateway Manager SMTP Target Connector Listening Connector FTP Target Connector JMS Target Connector HTTP Target Connector HTTP Listening Connector Listening Connector Application Server and Database Third Party Systems Outbound Email Get/ Put To Queue

  • r Topic

JMS Listening Connector From Queue

  • r Topic

XML/ HTTP XML/ HTTP MME/ HTTP POST JOLT To Non-CRM Target Node From Non-CRM Target Node Web Server

Case

Related Cases

Logical Support Transactional Data Model

Solution* Interaction Product/Installed Product Company/Site/ Contact Sub-Interaction

*Many Solutions to one case, but only one successful Solution Product Definition

Related Products*

Logical Detailed Product Data Model - Support

Attachments Product Brand Item Definition Product Category Product Attributes Installed Product Product Group Product/Installed Product Company/Site Warranty Unit of Measure (UOM) Parent Installed Installed Attributes

*Products can be related to themselves either via a product hierarchy in a Product Package or via a specific type of non- hierarchical relationship such as “Upsell” or “Replacement”

Application Integration

 Proactive EAI dependency management and

internal SLAs

 Component-based integration architecture  Data-sharing vs. migration

Data Architecture

 Early source data quality assessment  Defined data governance framework  Common taxonomy and data standards  Repeatable data conversion techniques

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Application Development Reference Models

Application Development Standards

Application Process Overviews, Flows and Narrations

Code Move-Up Procedures

Configuration Guides and Checklists

Configuration Design Templates

Data Collection Templates

Data Conversion Guides

Design Specification Templates

Documentation Templates

Fit/Gap Analysis Templates

Glossary of Terms

Leading Practice Benchmarks (KPIs)

Leading Practice Process Flows

Requirements Questionnaires

Release Management Procedures

Reusable Customization Designs

Standards Documents

System Documentation

Testing Procedures and Scripts

Third-Party Profiles and Comparisons

Training Guides

White Papers

Workflow Specifications

Many Others …

Application-specific proven practices and business flows Industry-tailored configuration models Data Sharing and Migration Design Templates Application Administration Procedures Templates

Extraction Process Attribute Loading Relationship Loading Convoy Scripts CRM Stage I Stage II  Source System identified by the business as a conversion scope requirement  Extraction criteria identified by the business as a conversion requirement for each source  Populates stage-I area  Common Stage-I area designed to accomodate data from any of the sources in a de-normalized format  Tool specific data cleansing  Data Standardization/ Correction  Matching/Merging Data Enrichment Updates dedupe-map  Loading of attributes from Stage-I area to Stagte-II area  Enforcement of DQM rules  Association of entity relationships  Source-Id cross reference tables or user keys for entity used for deriving associations  Dedupe-map also used for deriving associations  Usually described in a separate DFD  Staging area designed to accomodate all entity data in CRM in a de-normalized format  Convoy scripts for loading stage-II data into PeopleSoft CRM data model  Also created new entires in Source-Id cross reference table Source Tool Specific Cleansing Process Tool Config Exception Log Dedupe Map Exception Log Exception Log Source-Id X-Ref Table Source-Id X-Ref Table Exception Log Dedupe Map  Customized PeopleSoft CRM Data Model

Configuration and Customization

 Embed CTQ metrics

in data capture and reporting applications

 Proactive

management of configuration data collection dependencies

 Modular expansion

and reuse of development objects and configurations

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BearingPoint’s Approach to Computer Telephony Integration

Our Approach to the SDM Initiative

 Plan - Analyze the existing VRU reporting, call flows, customer usage and data dips  Design

  • Redesign the existing VRU trees to maximize self service and compliment the “basic routing”
  • Define the business requirements for CTI “basic routing”
  • Design the functional and technical specs for Genesys

 Build - Make programming changes to the VRU and configure the Genesys Framework technology  Deploy - Implement the new VRU application and roll out the Genesys CTI “basic routing”  Operate - Monitor the performance, customer usage and refine the programming to gain efficiency as

needed

Our Philosophy Enhance the overall client experience through multi-channel interactions that maximize first call resolutions.

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Universal Queue Enterprise Routing Rules Client Database Associate 1 Associate 2 Phone Call PBX/VRU 1 2 3 4 5

Genesys Framework

  • 1. Client’s interaction is funneled through the VRU
  • 2. Client information is sent to the routing queue
  • 3. Client information is sent for “routing instructions”
  • 4. Decision made and information gathered for

routing determination such as: type of call, segmentation, last associate that helped customer

  • 5. Interaction is routed to the most appropriate

Associate

Computer Telephony Integration Example

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BearingPoint’s Approach to Technical Infrastructure

Our Approach to the SDM Initiative

 Plan - Analyze and document the existing infrastructure and infrastructure service levels  Design - Design the future state infrastructure evaluating future users, data integration requirements,

security, and process flows

 Build – Acquire and assemble infrastructure components for each environment defined  Deploy – Support the adding of users, gathering and evaluating performance information  Operate – Support and monitor infrastructure against service levels defined

Our Philosophy Apply our experience in contact center implementations to design and build a future state infrastructure that will address current requirements and, more importantly, future plans.

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Technical Infrastructure Example

Gateway & Firewall

External WAN

Web & Java Servlet Servers Install, Develop & Test Servers on separate LAN

Production Access LAN Server Access LAN

Tape Library Production Microsoft OS Servers for Installation,

  • Appl. Admin, File Sharing

Microsoft OS Database Data Storage Bridge/Router Test Database Server Microsoft OS Servers for CRM Software Install & Development Microsoft OS BEA Tuxedo & Application Servers Database & Batch Servers Microsoft OS Microsoft OS Tape Backup Server

The SDM infrastructure must be designed to operate efficiently:

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BearingPoint’s Approach to Business Change Management

Our Approach to the SDM Initiative

 Plan – Articulate the project vision and assess organizational readiness  Design –Align Organization, engage stakeholders and develop holistic Change plan  Build –Focus on workforce transition of impacted users to future state job roles and business model  Deploy –Deliver training and prepare users for “Go-Live”  Operate – Support production user base and capture lessons learned

Our situational, business-oriented approach will focus on equipping impacted stakeholders with the ability, willingness, and knowledge necessary to optimize adoption of the new SDM Business Model Our Philosophy Business Change Management must use a proactive structured approach to address the people and organizational risks inherent in any change effort, to optimize business benefits realization/ROI, and to sustain long-term performance.

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Engage & Communicate with Stakeholders Enable Workforce We leverage established leading practices do this to enable both the

  • rganizational transitions

(tangible changes in structure, processes, and technology) and individual transitions (processes individuals go through to adjust to the new way of working) required to enable and sustain change Mobilize & Align Leaders Articulate Business Case & Vision for Change Design Change Strategy Align Organization Assess Organizational Risk & Readiness

Business Change Management Framework

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n Experienced network of professionals linked throughout the organization. n Limited communication has not created negative impact. n Internal and external communication will be imperative to the success of the project. Communication Strategy n Enterprise Steering Committee understands that Phase 1 provided blue print for transformation and that an integrated design and approach are yet to be completed. n Current performance metrics may not support implementation of the strategy. Organizational Design & Performance Management n Strong sense of “can do” when given clear direction. n Multiple cultures exist within the organization. n Low levels of trust throughout the organization. n Organization has a history of “wait and see” when it comes to transformation. n Business unit “versus” corporate mentality limits integration efforts. Organizational Culture n Pace and magnitude of change will be significantly greater than previous efforts. n Varying degrees of experience and success with transformation. n Organization has limited enabling transformation capabilities (i.e., succession planning, employee development, transformation management). Employee Capabilities n Key business unit and corporate leaders aligned with strategy. n Leaders in select key areas do not have the capabilities required to lead transformation. n Varying degrees of support among key stakeholders – waiting to see if project is real. Leadership Commitment and Capability n Lack common frameworks and methodologies required to manage transformation (i.e., tool sets, business case development, progress tracking, benefit realization). n Organization still functions within silos where efforts across multiple areas and are not integrated. n Often times efforts exist outside the area of responsibility. Change Process n Vision for transformation clearly articulated. n Key business leaders and project participants aligned with operating company model design. n Vision not yet communicated throughout organization. Vision n Transformation economics and financial tracking incomplete. n Organization aware of project, but magnitude of proposed transformation understood by few. n Resistance exists within business units and corporate functions (i.e., CSM, Distribution). n Risk of project being viewed as “Son of Reinvention.” Organizational Readiness and Business Case for Change Findings Rating Leading Practice n Experienced network of professionals linked throughout the organization. n Limited communication has not created negative impact. n Internal and external communication will be imperative to the success of the project. Communication Strategy n Enterprise Steering Committee understands that Phase 1 provided blue print for transformation and that an integrated design and approach are yet to be completed. n Current performance metrics may not support implementation of the strategy. Organizational Design & Performance Management n Strong sense of “can do” when given clear direction. n Multiple cultures exist within the organization. n Low levels of trust throughout the organization. n Organization has a history of “wait and see” when it comes to transformation. n Business unit “versus” corporate mentality limits integration efforts. Organizational Culture n Pace and magnitude of change will be significantly greater than previous efforts. n Varying degrees of experience and success with transformation. n Organization has limited enabling transformation capabilities (i.e., succession planning, employee development, transformation management). Employee Capabilities n Key business unit and corporate leaders aligned with strategy. n Leaders in select key areas do not have the capabilities required to lead transformation. n Varying degrees of support among key stakeholders – waiting to see if project is real. Leadership Commitment and Capability n Lack common frameworks and methodologies required to manage transformation (i.e., tool sets, business case development, progress tracking, benefit realization). n Organization still functions within silos where efforts across multiple areas and are not integrated. n Often times efforts exist outside the area of responsibility. Change Process n Vision for transformation clearly articulated. n Key business leaders and project participants aligned with operating company model design. n Vision not yet communicated throughout organization. Vision n Transformation economics and financial tracking incomplete. n Organization aware of project, but magnitude of proposed transformation understood by few. n Resistance exists within business units and corporate functions (i.e., CSM, Distribution). n Risk of project being viewed as “Son of Reinvention.” Organizational Readiness and Business Case for Change Findings Rating Leading Practice Low risk Moderate risk High risk

Organizational Risk Assessment

Client Services Center

Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9 Wk 10 Wk 11 Wk 12+

Change Enablement

Process Facilitation Develop work plan (Identify clear roles and responsibilities) Identify resources required to develop and implement change plan Identify and prepare for the degree of change required to m eet future state requirem ents Identify "quick wins" (Include roles and plans for celebration) Create a risk m anagement assessment Assess Culture Capacity Understand history of Change Develop strategies to combat resis tance Build commitment to change goals (Include link to goals & Performance Measures) Leadership Capacity Identify clear purpose (Include gains and losses) Identify and com municate expectations for change in all roles (Personalize) Identify key supporters and their roles Educate on the psychological effects and human reactions to change Identify key resisters and their developm ent Visible comm itment from leadership through actions and comm unications Develop feedback tool for leaders Individual and Team Capacity Identify key supporters and their roles Identify key resisters and their developm ent Complete job descriptions and career ladder (Consider Novations training) Identify aspirations, strengths and development opportunities Create and Implement selection process for new roles Educate on the psychological effects and human reactions to change Create and Implement on-boarding of new competencies and X-functional teams Identify individual and group formal training requirements Create and implem ent satisfaction feedback process Communications Identify key stakeholders Create communications plan (Incorporate key activities/dates /message/medium/roles) Im plem ent comm unications plan Create and implem ent comm unications feedback plan Performance Management Define performance goals to achieve the desired outcomes of the change plan Develop m eas urement and feedback systems to monitor achievement of goals Develop supporting human resource strategies and systems (Include recruiting, selection training and employment development, compensation, reward and recognition, performance evaluations, career progression, outplacement and employee relations) Im plem ent performance goals

Detailed Change Plan

Bringing our Situational Approach to Life

Workforce Transition Plan Leadership Action Plans

Stakeholder Impact of Change CB Current Commitment Awareness = 1 Buy-in = 2 Ownership = 3 Desired Commitment Awareness = 1 Buy-in = 2 Ownership = 3 Action Steps GTA Steering Committee (Includes UL and AA team members)

  • Will approve major change decisions
  • Will communicate vision, oversee and monitor roll-
  • ut
  • Should demonstrate commitment and support for

GTA initiative

  • Should make appropriate resources available
  • Should serve as advocates of the changes
  • Overall leaders and “owners” of GTA project

initiatives

  • Should establish a stronger relationship between UL

corporate management and international offices

  • Will communicate project status with UL Board of

Directors

  • Should maintain/ establish relationships with project

team and steering committee

  • Attend steering committee meeting every other

Wednesday for two hours X 3 3

  • Design and facilitate a formal meeting

process that covers regular agenda topics

  • Devote time, attention, and

communication on the success of the GTA project

  • Serve as contacts for Global Service

Providers and Global IS Regional Managers

  • Design document that identifies the

scope, impact, and risks of GTA implementation

  • Participate in kickoff and informational

GTA meetings at various UL sites

  • Develop scorecard for members
  • Facilitate meeting to discuss business case

and risks

Stakeholder/Audience Analysis Communications Plan

Our Business Change Management work stream is driven by the execution of tangible, measurable, business-oriented deliverables in tight integration with the overall project team

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Proposed Staffing

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FINANCIAL SERVICES 37

Phase One Staffing – A Blended Team

Our Phase 1 integrated team –

Steering Committee BOA Executive Sponsors BE Engagement Managing Director BE Account Managing Director PMO BOA Co-Lead BE Co-Lead (Engagement Manager) PMO Analysts – BE Business Change Management BE Lead & Transition Specialist Business BOA Co-Lead, BE Co-Lead (Black Belt) Technology BOA Co-Lead, BE Co-Lead Program Advisors BOA – Six Sigma Master Black Belt BOA – CMM SQA Advisor BE – Solution & Industry Specialists BE – Quality Assurance Advisor SV –BOA Account Manager(s) BOA Stakeholders Key Business and Technology Advisors and Champions Legend BE – BearingPoint BOA – Bank of America SV – Software Vendor (CRM; PeopleSoft

  • r Siebel, CTI, VRU, Middleware and

Automated Testing Tools) Associate Desktop Track

 Lead Architect / Developer – BE/SV  Application Developers – BE/SV  Report Developers – BE/SV

Data & Integration Track

 Lead Data & Integration Architect - BE  Application Integration Specialist –

BE/SV

 Legacy System Specialists – BOA  Middleware Specialists – BOA

Infrastructure Track

 Infrastructure Lead– BE/BOA  Application Administrators – BE  Performance Tuning Specialist – BOA  Network Specialist – BOA  DBAs - BOA

Telephony / CTI BE Telephony Lead

 CTI Integration Specialists – BE/SV  VRU Integration Specialists –

BE/SV

 CTI Report Specialists– BE/SV  Communication Specialists –

BE/BOA

 Training Specialists – BE/BOA  Business Process Analysts - BE  Application Functional Analysts –

BE/SV

 Data Analyst - BE  Reporting Analyst – BE  Testing Specialist – BE

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Timing, Pricing and Delivery Options

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SDM Year 1 Timeline

Mar Apr Feb Jun Jul Aug Sep Oct May Nov Dec Jan

2004 2005

Solution Definition Plan Design Build Deploy

Feb

Operate Plan High Level Design

Phase One Phase Two

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SDM Year 1 Timeline Detail

Mar Apr Feb Jun Jul Aug Sep Oct May Nov Dec Jan

Program Management and Execution Key Milestones Analyze Tollgate Improve Tollgate

Plan Design Build Deploy Operate

Execute Communications Plan Rollout Organization & End User Training Develop Training Materials Job Impact Analysis Develop Training Plan & Schedule Define CRP Approach

CRP/ Demo

Complete AD Configuration and User Security Setup Performance Testing SIT UAT Plan, Prepare & Manage Testing Activities Design Future State Processes Develop Operational Procedures Performance Testing Perform Initial AD Configuration

AD Application Configuration

Program Mobilization

Program Leadership Organizational Change

Define Tollgate

Testing Business Processes

Assess Organizational Risk / Readiness Create Change Strategy & Plan Perform Organizational Design Develop Training Strategy Create Comm. Strategy Develop Detailed

  • Comm. Plan

Perform Fit/Gap Define Testing Strategy Set Course Measure & Map Current State Environment

Solution Definition

Define AD Application Requirements & Initial Design Review & Assess Current State Processes Measure Tollgate

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FINANCIAL SERVICES 41 Solution Definition

Integration

Define Data Migration Strategy Define Integration Strategy Define Reporting Requirements Design Design Reports & Views Build Reports & Views Build

Reporting Deployment

Plan, Prepare & Manage Cutover Activities Develop Cutover Plan Deploy Pilot Go-Live Rollouts Complete Phased Rollout Monitor, Measure & Support

Technology Architecture

Define Technical Architecture Install DEV Environment Procure, Install, Manage and Administer Technical Environments & Infrastructure Define CTI Basic Rating Install Genesis CTI Technology Implement Routing

CTI Integration VRU Expansion

Define VRU Requirements Design VRU Tree Vendor VRU Prog.

Phase Two Initiation

Define Phase Two Scope & Development Plan Perform Phase Two High-Level Design

Mar Apr Feb Jun Jul Aug Sep Oct May Nov Dec Jan

Pilot

Plan Design Build Deploy Operate

Vision/ Assessment Testing Complete Rollout Current State Evaluation VRU Testing Pilot

  • - Go-Live

SDM Year 1 Timeline Detail (cont’d)

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Timing Considerations

BearingPoint would like to discuss alternatives with Bank of America for accelerating your benefits realization:

Address uncertainties & unknowns via Solution Definition

— Validate, value, prioritize, and execute 

Consider accelerating VRU, Routing & Email Treatments

— Standardize VRU technology within Phase One contact centers — Automate response of a simple subset of email and web-chat — Create initial call-routing capabilities 

Consider incorporating Screen Pop into Phase One

— Maximize Genesys feature/functionality 

Explore accelerating change processes into Phase One

Not Recommended Consider Possible

Highly manual processes

Complex legacy interfaces

Automated processes

Revenue generators

Product sets with few legacy interfaces

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Pricing – Year 1

Functional Breakdown Estimated Range Program Management $750,000 $900,000 Business Change Management $600,000 $1,000,000 Business Process Functional $1,500,000 $2,300,000 Contact Center Telephony $300,000 $400,000 Application Development (PeopleSoft/Siebel) $350,000 $500,000 Integration Services $600,000 $700,000 Technology Architecture and Infrastructure $900,000 $1,200,000 Total Estimated Fees: $5,000,000 $7,000,000

Year 1 Estimate is based on the information provided in the RFI and our recent experience with CRM projects of similar scope and complexity. Our estimate includes Phase One through rollout and Phase Two planning and high-level design activities.

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Pricing Alternatives

Pricing Model Definition Key Success Criteria Fixed Pricing – BearingPoint provides

Bank of America with negotiated rates for project duration The scope of the effort must be clearly defined early in the life of the project, with agreed-upon change control change process.

Fees at Risk - up to 20%

BearingPoint’s fees could be linked to successful completion deliverables For the fees contingent on deliverables acceptance, acceptance criteria will be defined for each deliverable along with a well-defined sign-off process.

Value-Based or Risk-Reward –

professional fees are discounted up front,

  • nce Bank of America realizes SDM

benefits BearingPoint will earn a proportional bonus We will develop a mutual understanding of the baseline metrics, the business case, and performance levers. Payments will be tied to the achievement of specific goals within an agreed time frame.

Transaction-Based Pricing –

professional fees are discounted up front,

  • nce SDM is implemented, BearingPoint

receives transaction fees for a defined time period Bank of America will commit to 100% user adoption with a defined user on-boarding schedule and transaction volume projections. Transaction fees will be in place for a mutually agreed-up time frame.

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Management and Control of Offshore Resources

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Approach to Offshore

AnyShore Governance Re-engineered Delivery Application Development And Maintenance Managed Services Mature Offshore Capabilities Continue to Offshore Prepare Organization Establish AnyShore Processes Select Tools & Technologies Pilot Projects Organization, Process & Technology Technology Assessment

AnyShore Process Maturity

Time

PILOT PILOT TRANSITION TRANSITION BUSINESS as USUAL BUSINESS as USUAL AnyShore Governance Re-engineered Delivery Application Development And Maintenance Managed Services Mature Offshore Capabilities Continue to Offshore Prepare Organization Establish AnyShore Processes Select Tools & Technologies Pilot Projects Organization, Process & Technology Technology Assessment

AnyShore Process Maturity

Time

PILOT PILOT TRANSITION TRANSITION BUSINESS as USUAL BUSINESS as USUAL

毕博信息技术(上海)有限公司

Plan Design Build Deploy Operate Define Measure Analyze Improve Control

  • BearingPoint recognizes that multi-year

programs require our clients to address IT budget constraints; provide access to quality, low-cost resources; and respond to increased demand on throughput and quality for software development, maintenance and operations.

  • To accomplish this organizations will

leverage the capabilities of different

  • ffshore delivery models available based
  • n the mix of skills, technologies and

business processes.

  • We recommend that Bank of America

and BearingPoint work together to develop and identify the offshore project delivery model that will best support the SDM program.

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FINANCIAL SERVICES 47

The Sourcing Decision

One of the key critical success factors in the offshore solution delivery model is to define a set of criteria to enable the project team to divide the scope of off-shore development functionalities or processes into logical work components in a consistent manner.

毕博信息技术(上海)有限公司

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Prior Experience

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FINANCIAL SERVICES 49

BearingPoint’s Experience

JPMorgan Chase PeopleSoft 8.8 CRM Solution Implementation Client Challenge The Client Service Organization was delivering inconsistent service results, through duplicative processes and technologies. Management lacked visibility into the quality of service and products utilized by their Fortune 1000 clients. Competitor financial institutions were creating inroads to the client’s market leadership in the delivery of innovative technology and quality service. The fragmented and stand-alone systems did not allow the Product or Relationship Managers to access or evaluate customer or product information. Quality

  • f client service, cost of delivery and product

quality was not managed end-to-end. Product quality was being measured anecdotally. Solution Using the Six Sigma methodology, BearingPoint helped the client measure the current service delivery results and define customer CTQ’s. With this information, BearingPoint assisted the client in designing, building a service platform utilizing PeopleSoft 8.8 Support Modules. BearingPoint integrated key client, product and employee reference data, developed targeted configuration and customizations that streamlined information capture and CTQ tracking. Result BearingPoint provided the client with the technology platform to embark on its Client Service vision of a a global customer view across lines of business and the launch pad for future client service quality and cost-reduction initiatives. AGF Management Limited PeopleSoft 8.4 CRM Suite Client Challenge AGF Ltd, one of Canada's premier investment management companies, retained BearingPoint to implement PeopleSoft CRM 8.4 (implemented PeopleSoft’s CRM Suite; Support, Sales, Marketing and Enterprise Portal). AGF deployed a web-based enterprise-wide CRM solution to its independent broker business model in order to gain efficiency and productivity. BearingPoint provided systems integration and management consulting assistance during the program. The solution addressed the challenges of an intermediary business model and provided AGF with a significant competitive advantage in the marketplace. Solution BearingPoint leveraged components of the R2i toolkit to efficiently deliver a solution that quickly provides value to the client. We developed a prototype of the application to validate its functionality meets the client’s requirements and implemented an enterprise portal. The portal was designed to consolidate disparate data information for improved accessibility and usage in advance of the full CRM implementation. In addition, the BearingPoint team worked closely with AGF to ensure complete transfer of knowledge Result Enterprise Portal and Support are in Production, Sales and Marketing are in development - March 04 roll-out Mobile sales and Analytics planned to be started by 2nd quarter of 2004 PNC Call Center Operations Evaluation Client Challenge The client engaged BearingPoint to help address the business continuity and cost reduction needs

  • f its call center.

Solution To assist the client with the effort, we conducted a current state assessment and analysis of the client’s existing call center organization; defined a customer treatment strategy; documented

  • utsourcing evaluation criteria; wrote a business

case and implementation plan for its future

  • perating model; and recommended a new

business model including the trade-offs, risks and investment costs associated with the migration to the new call center structure.. . Result Through these efforts, we identified a significant level of cost reduction opportunities from the call center’s annual budget, and provided the client with a plan to address technology resiliency

  • issues. As a result of this project, the client will be

able to maintain its high level of customer service, while benefiting from reductions in business risk and operating cost. The effort was a strategy project that did not involve any changes to the client’s existing applications or technical

  • architecture. The client is expected to implement

the recommendations at some point in the future.

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FINANCIAL SERVICES 50

BearingPoint’s Experience (cont.’d)

Marriott Vacation Club International Siebel 7.0 CRM Solution Implementation Client Challenge Client’s vision is to become the premier provider and facilitator of leisure and vacation experiences in the world. They are committed to achieving an aggressive growth in a highly competitive market. The client embarked on a comprehensive process redesign effort focused on revenue growth

  • pportunities and process efficiency congruent

with the vision to establish and develop meaningful, lifetime relationships with its customers. Solution BearingPoint provided project management,

  • rganization change management and system

integration assistance with the implementation of Siebel 7.0 Call Center module to set the foundation for achieving the clients CRM vision. This effort allowed the client to provide one system that supported its telemarketing, portfolio sales team and on site sales representatives. The CRM solution also increased functionality to enable book of business capabilities and enhanced customer profile information. Result The expected results of the BearingPoint CRM solution are increased referrals and cross-selling

  • pportunities, increased revenue by expanded

product offerings, reduction in contract recessions and increased profit per lead by targeting customers based on individual needs, preferences and values. Microsoft Siebel implementation, multiple versions Client Challenge Microsoft was challenged with hundreds of non- standardized customer information systems throughout its many geographic subsidiaries and customer units. The disparate systems prevented Microsoft from accessing and sharing important customer profile information across its geographic business units, resulting in costly maintenance, poor quality of data, inefficient data access, and increased complexity of the sales management process. Solution BearingPoint implemented a business process based approach to achieve the goal of a single worldwide sales marketing engagement system-this approach has included the facilitation of business unit concurrence on the standardized “To Be” processes and taxonomy. BearingPoint is also assisting Microsoft in project communications and change management planning, requirements definition, functional design, training planning and materials development, and worldwide deployment. BearingPoint has teams assisting Microsoft in North America, Europe, Latin America, Australia, and Asia. Result The results were: integrated customer and individual profiles; activity, event, lead, opportunity and revenue information across geographies and units; consolidated and simplified user access to sales engagement activity information; enhanced ability to manage the sales process; improved quality of customer information; and, increased timeliness & availability of profile/marketing information. ABN Amro Treasury Services Balance Reporting Product Client Challenge The client provided browser-based access to balance reporting, but wanted to expand the browser-based suite of Treasury products and

  • services. The goal was to expand suite to include

access to Money Transfer, Lockbox, Stops, Positive Pay, Investments, F/X, Commercial Loans, and Asset Based Lending. Solution

  • BearingPoint assessed the functionality of

bank’s current offerings and identified

  • pportunities for process improvement.

BearingPoint also performed market research to determine other banks’ offerings and customer

  • needs. With the bank we defined both functional

and technical requirements of a Treasury Management offering. · Develop a Treasury Management portal strategy that incorporated CRM and Finance functionality to the product suite. Result Functionality of Real-time and Historical Reporting, Money Transfer, Lockbox, Stops, Positive Pay, Investments, F/X, Commercial Loans, and Asset Based Lending have been made available for commercial customers over the past two years. Customer base has increased by over 500% during that timeframe. Monthly revenues tied to this product have increased 10 fold since 2000.

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FINANCIAL SERVICES 51

In Summary

BearingPoint believes that our relevant Financial Services and CRM experiences will position Bank of America for effective realization of benefits:

  • Understanding of Treasury Services
  • Demonstrated CRM Experience on Similar Projects
  • Our Change Management Capabilities
  • Multi-disciplined Delivery Team
  • Pragmatic, Collaborative Approach
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Questions & Answers

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