2 ©copyright 2002 proact

Proact helps IT develop the Migration to Agility.

Migration Planxxxxxxxxxxxxxxxxxxxxxxx

Improving Services& Resource Allocation

Where Are We Today?(Baseline)

Siloed and Reactive

Business

Operations

Technology

Systems

Where Do We Want To Be?(Target)

Aligned, Responsive, and Efficient

Business

Operations Systems

Technology

AgilityAgility

IT’s Migration to Agility

3 ©copyright 2002 proact

Proact’s Solution Migrating IT from a Siloed View of Linkages and Dependencies…

Proact’s Solution Migrating IT from a Siloed View of Linkages and Dependencies…

Systems

Technology

Business

Operations

4 ©copyright 2002 proact

Proact’s Solution …to an All-inclusive Enterprise Architecture…

Proact’s Solution …to an All-inclusive Enterprise Architecture…

Systems

Technology

Business

Operations

Proact’s Holistic Framework (B.O.S.T.)

5 ©copyright 2002 proact

Proact’s Solution …that links Enterprise Functions with Services Provided.

Proact’s Solution …that links Enterprise Functions with Services Provided.

Systems

Technology

Business

Operations

Proact’s Holistic Framework (B.O.S.T.)

Warehouse Operations

Customer Order

Processing

Supply Chain Order Mgmt.

Merchandise Provision

Inventory Reporting

Services Services ProvidedProvided

6 ©copyright 2002 proact

Proact’s Solution …that links Enterprise Functions with Services Provided.

Proact’s Solution …that links Enterprise Functions with Services Provided.

Systems

Technology

Business

Operations

Proact’s Holistic Framework (B.O.S.T.)

Warehouse Operations

Customer Order

Processing

Supply Chain Order Mgmt.

Merchandise Provision

Inventory Reporting

Services Services ProvidedProvided

3.1 Supply Chain

Order Management

3.5 Warehousing3.5 Warehousing & Stocking Management& Stocking Management

4.4.2 Customer Returns

Management

4.5.5 Product Repair &

preventative Maint. Mgmt

3.7 Inventory

Management

Merchandise Provision

Receive, Pick &Pack

Store Receiving

Parts Merchandise Picking

Inventory Reconciliation

4.4.3

Customer Order

Processing

3.5.1 Warehouse Operations

Warehousing Service

Providers

Merchandise Provision

Merchandise Provision

Outsourced Services

4.1 Retail

Operations Management

3.5.2 Store

Receiving

7 ©copyright 2002 proact

Systems

Technology

Business

Operations

Proact’s Holistic Framework (B.O.S.T.)

Proact’s Solution …that links Enterprise Functions with Services Provided.

Proact’s Solution …that links Enterprise Functions with Services Provided.

3.1 Supply Chain

Order Management

3.5 Warehousing3.5 Warehousing & Stocking Management& Stocking Management

4.4.2 Customer Returns

Management

4.5.5 Product Repair &

preventative Maint. Mgmt

3.7 Inventory

Management

Merchandise Provision

Receive, Pick &Pack

Store Receiving

Parts Merchandise Picking

Inventory Reconciliation

4.4.3

Customer Order

Processing

3.5.1 Warehouse Operations

Warehousing Service

Providers

Merchandise Provision

Merchandise Provision

Outsourced Services

4.1 Retail

Operations Management

3.5.2 Store

Receiving

Sales & OrderManagement

Sales & OrderManagement

ProductionPlanning

ProductionPlanning

CustomerService

CustomerService

FinancialFinancial

ProductionExecution

& Q/A

ProductionExecution

& Q/A

Systems Family Warehouse & Logistics Service Flows

Item Master

Production OrdersMaterials Plan

Finished Goods Inventory

Production Inventory

DesignDesign

Suppliers & Components Planning & Management

Suppliers & Components Planning & Management

Supplier Agreements

Purchase Orders

Production Inventory

Suppliers & ComponentsSuppliers & Components

LegalLegalSupplier Agreements

Customer Orders

Finished Goods Inventory

Production Inventory

Customs & Clearing

Transport Requirements

Supplier Invoices

Receipt Confirmation

Production Inventory

Production Inventory

Production Orders

Warehouse &

Logistics

Warehouse &

Logistics

Production Plans/Schedules

Finished Goods InventoryMaterial Delivery Schedules

8 ©copyright 2002 proact

Systems

Technology

Business

Operations

Proact’s Holistic Framework (B.O.S.T.)

Proact’s Solution …that links Enterprise Functions with Services Provided.

Proact’s Solution …that links Enterprise Functions with Services Provided.

Sales & OrderManagement

Sales & OrderManagement

ProductionPlanning

ProductionPlanning

CustomerService

CustomerService

FinancialFinancial

ProductionExecution

& Q/A

ProductionExecution

& Q/A

Systems Family Warehouse & Logistics Service Flows

Item Master

Production OrdersMaterials Plan

Finished Goods Inventory

Production Inventory

DesignDesign

Suppliers & Components Planning & Management

Suppliers & Components Planning & Management

Supplier Agreements

Purchase Orders

Production Inventory

Suppliers & ComponentsSuppliers & Components

LegalLegalSupplier Agreements

Customer Orders

Finished Goods Inventory

Production Inventory

Customs & Clearing

Transport Requirements

Supplier Invoices

Receipt Confirmation

Production Inventory

Production Inventory

Production Orders

Warehouse &

Logistics

Warehouse &

Logistics

Production Plans/Schedules

Finished Goods InventoryMaterial Delivery Schedules

Technology LayerTechnology Layer

Application ServicesApplication Services User Productivity ToolsUser Productivity Tools

Foundational ServicesFoundational Services

User Platform ServicesUser Platform ServicesServer Platform ServicesServer Platform Services

Local Area NetworksLocal Area Networks

Metropolitan Area NetworksMetropolitan Area Networks

Enterprise Wide Area NetworkEnterprise Wide Area Network

9 ©copyright 2002 proact

Proact’s Solution Proact Business Transformation Toolkit™

Proact’s Solution Proact Business Transformation Toolkit®

Proact Methodology:

Applies an Enterprise Architecture and a Holistic Framework to align and link functions

Links the relationship between functions in terms of services provided

Uses the fundamental insights gained from Industry-specific Reference Models to develop the appropriate Migration Strategy

10 ©copyright 2002 proact

Proact’s Solution The Role of Reference Models

Proact’s Solution The Role of Reference Models

Reference models represent a complex structure of interdependent elements whose relations and properties are determined by a common functional purpose.

In medicine, Gray’s Anatomy provides an in-depth understanding of the human body’s architecture.

11 ©copyright 2002 proact

Proact’s Solution The Role of Reference Models

Proact’s Solution The Role of Reference Models

In commerce, industry-specific reference models provide anin-depth understanding of the Enterprise’s architecture.

14 ©copyright 2002 proact

(Where Do We Want to Be?)Target

Target Objective: Competitive Distance Running

Baseline(Where Are We Today?)

Current Performance

Improved Performance

Heart Rate xxxx

Pulse Rate xxxx

Lung Capacity xxxx

Aerobic xxxx

Anaerobic xxxx

Metabolic Rate xxxx

Muscle Strength xxxx

Muscle Flexibility xxxx

Measurements

Heart Rate xxxxPulse Rate xxxxLung Capacity xxxxAerobic xxxxAnaerobic xxxxMetabolic Rate xxxxMuscle Strength xxxxMuscle Flexibility xxxx

Measurements

Proact’s Solution An Illustration Using Reference Models

Proact’s Solution An Illustration Using Reference Models

15 ©copyright 2002 proact

Target Objective: Competitive Distance Running

(Where Do We Want to Be?)TargetBaseline

(Where Are We Today?)

Reference Models provide the Fundamental Insight required to develop the Appropriate Migration Strategy (plan) to Accelerate the Target Objectives.

Reference(Fundamental Insight)

PlanPlanActivities

Rest xxx xxx xxx xxx xxx xxx

Stress Reduction xxx xxx xxx xxx xxx xxx

Diet xxx xxx xxx xxx xxx xxx

Stretching xxx xxx xxx xxx xxx xxx

Weight Training xxx xxx xxx xxx xxx xxx

Time Periods

Improved Performance

Heart Rate xxxxPulse Rate xxxxLung Capacity xxxxAerobic xxxxAnaerobic xxxxMetabolic Rate xxxxMuscle Strength xxxxMuscle Flexibility xxxx

Measurements

Current Performance

Heart Rate xxxx

Pulse Rate xxxx

Lung Capacity xxxx

Aerobic xxxx

Anaerobic xxxx

Metabolic Rate xxxx

Muscle Strength xxxx

Muscle Flexibility xxxx

Measurements

Assessment

Proact’s Solution An Illustration Using Reference Models

(Where Do We Want to Be?)Target

PlanPlanActivities

Rest xxx xxx xxx xxx xxx xxx

Stress Reduction xxx xxx xxx xxx xxx xxx

Diet xxx xxx xxx xxx xxx xxx

Stretching xxx xxx xxx xxx xxx xxx

Weight Training xxx xxx xxx xxx xxx xxx

Time Periods

Improved Performance

Heart Rate xxxxPulse Rate xxxxLung Capacity xxxxAerobic xxxxAnaerobic xxxxMetabolic Rate xxxxMuscle Strength xxxxMuscle Flexibility xxxx

Measurements

Current Performance

Heart Rate xxxx

Pulse Rate xxxx

Lung Capacity xxxx

Aerobic xxxx

Anaerobic xxxx

Metabolic Rate xxxx

Muscle Strength xxxx

Muscle Flexibility xxxx

Measurements

Assessment

16 ©copyright 2002 proact

(Where Do We Want to Be?)Target

Heart & Lungs

Legs

Baseline (Where Are We Today?)

Reference Models provide the Fundamental Insight required to develop the Appropriate Migration Strategy (plan) to Accelerate the Target Objectives.

Target Objective: Global Market Share Growth

Business

Operations

Technology

Systems

Reference(Fundamental Insight)

Business

Operations Systems

Technology

Operations Systems

Operations

Technology

Systems

Assessment

Revenue xxxx

Net Income xxxx

Assets:Liabilities xxxx

Cash xxxx

Market Share xxxx

Customer Satisfaction xxxx

Stock Price xxxx

Price:Earnings xxxx

Measurements

Improved Performance

Proact’s Solution An Illustration Using Reference Models

Migration StrategyMigration Strategyxxxxxxxxxxxxxxxxxxxxxxx

Revenue xxxx

Net Income xxxx

Assets:Liabilities xxxx

Cash xxxx

Market Share xxxx

Customer Satisfaction xxxx

Stock Price xxxx

Price:Earnings xxxx

Measurements

Current Performance

Baseline(Where Are We Today?)

Business

Operations Systems

Technology

(Where Do We Want to Be?)Target

Business

Operations

Technology

Systems

Operations Systems

Migration StrategyMigration Strategyxxxxxxxxxxxxxxxxxxxxxxx

Revenue xxxx

Net Income xxxx

Assets:Liabilities xxxx

Cash xxxx

Market Share xxxx

Customer Satisfaction xxxx

Stock Price xxxx

Price:Earnings xxxx

Measurements

Current Performance

Revenue xxxx

Net Income xxxx

Assets:Liabilities xxxx

Cash xxxx

Market Share xxxx

Customer Satisfaction xxxx

Stock Price xxxx

Price:Earnings xxxx

Measurements

Improved Performance

Assessment

Reference(Fundamental Insight)

17 ©copyright 2002 proact

Proact’s Solution Proact Business Transformation Toolkit™

Proact’s Solution Proact Business Transformation Toolkit®

Proact Modeling Tool:

Automated deployment of the Methodology to improve services and resource allocation through rapid Opportunity Assessments

Proact Methodology:

Applies an Enterprise Architecture and a Holistic Framework to align and link functions

Links the relationship between functions in terms of services provided

Uses the fundamental insights gained from Industry-specific Reference Models to develop the appropriate Migration Strategy

18 ©copyright 2002 proact

Proact’s Solution An Illustration of an Opportunity Assessment

Proact’s Solution An Illustration of an Opportunity Assessment

Business Objective: Enrich the customer’s experience.

Do it fast!

Summary of the Opportunity Assessment:

Identify and assess the functions that impact Customers

Assess the “cause and effects” through operations

systems

19 ©copyright 2002 proact

Customers

4.5.7 Financing Services

3.4 Transport

Management

3.5 Warehousing

Customer Request Management

Customer Order Management

Financial Services Delivery

Market Intelligence

4.4

Product Sales Support

Management

4.3.3 Customer

Order Processing

& Mgmt

1.2.1 Market

Strategy Development

4.6.2 Customer

Issue Management

4.2.1 Customer

Affinity Management

4.1 Customer

Sales

Customer Intelligence

Issue Resolution

Sales Proposals

Merchandise Delivery

Access To Stocked Product

2.2 Market

Segmentation Analysis

2.6 Brand & Product

Promotion

2.8 Demand Planning

Provision & Validation of Requirements

Product & Brand Marketing

Demand & Price Sensitivity

andStocking

Mngt.

Customer Experience

Brand:Complaints:Order processing:Store Inventory:

Baseline Measurements

Proact’s Solution An Illustration: Identify and Assess the Functions that Impact Customers

Proact’s Solution An Illustration: Identify and Assess the Functions that Impact Customers

3.5 Warehousing

andStocking

Mngt.

22 ©copyright 2002 proact

Customers

4.5.7

Financing Services

3.4 Transport

Management

Financial Services Delivery

Market Intelligence

Customer Request Management

Customer Order Management

1.2.1 Market

Strategy Development

4.4

Product Sales Support

Management

4.3.3 Customer

Order Processing

& Mgmt

4.6.2 Customer

Issue Management

4.2.1 Customer

Affinity Management

4.1 Customer

Sales

Customer Intelligence

Issue Resolution

Sales Proposals

Merchandise Delivery

Access To Stocked Product

2.2 Market

Segmentation Analysis

2.6 Brand & Product

Promotion

2.8 Demand Planning

Assess Functions That Impact Customers

Provision & Validation Of Requirements

Product & Brand Marketing

Demand & Price Sensitivity

3.5.2

WarehousingAnd

StockingMngt.

Baseline Measurements

Brand:Complaints:Order processing:Store Inventory:

3.5.2

Summary of Operational Steps

Source of Problem?

Trace Functions for Improvement

4.5.5 ProductRepair &

PreventiveMaint. Mngt.

3.5.2 Warehousing

And Stocking

Mngt.

4.4.3Customer

OrderProcessing.

3.1Supply ChainOrder

Management

3.5.1WarehouseOperations

3.5.2Store

Receiving

4.6.2 Customer

Issue Management

3.7Inventory

Management

Proact’s Solution An Illustration: Assess the “Cause and Effects”

Proact’s Solution An Illustration: Assess the “Cause and Effects”

23 ©copyright 2002 proact

Sales & Order Management Systems

Family

Marketing Systems Family

Product Management

Systems Family

Alliance Management

Systems Family

Strategy & Transformation Mgmt Sys Fam

Financial Systems Family

Staffing & Performance-Mgmt Sys.

Family

Legal Systems Family

Customer Service Systems Family

S-C Planning &

Mgmt Systems Family

Customer Portal

Relationship Management Systems

Family

Production Planning Systems Family

Channel Plans

Policies & Procedures

CompetitorsCompetitors' Positions

Warranty Terms & Rules

Sales Forecasts

Product Development Programs

Financial Strategies

Financial Investments & Liabilities

Accounts ReceivableCustomer Credit & Payment HistoryFinancial Budgets

Employee Performance

Customer Master

Customer Master

Customer Training Request

Customer Billings & Invoices

Installed Base of Products

Collections Status

Customer Requirements & Wants

Customer OrdersCustomer

Account Plans

Customer Contracts

Customer Orders

Proposal Win/Loss Reviews

Proposal Win/Loss Reviews

Personnel Assignments

Customer Requirements & Wants

Customer Master

Customer Portal Activity

Sales Forecasts

Trade Interests

and Concerns

Market Programs

Product Demand ForecastsProduct Rates & Prices

Customer Orders

Customer Contracts

Financial Portfolios

Customer MasterCustomer Orders

Customer Pre-OrderCustomer Account PlansCustomer Proposals

Customer Contracts

Customer Orders

Customer Orders

Product Catalog &

DescriptionsCustomer Proposals

Design Systems Family

Warehousing & Logistics

Systems Family

Transportation Mgmt Systems

Family

3.7

InventoryManagement

Sales and Order Management Systems Family

Proact’s Solution An Illustration: Assess Systems that Support Inventory Management

Proact’s Solution An Illustration: Assess Systems that Support Inventory Management

24 ©copyright 2002 proact

The Outcome Common Perspective Through Alignment

The Outcome Common Perspective Through Alignment

Business-driven, End-to-end, Alignment.

CommonPerspective