Improving Performance for North American Sales Division

1. Improving Performance for North American Sales Division (Concurrency Corporation)

2. Contents • Executive Summary • Current State Analysis • Future State Analysis • Adoption & Implementation Planning • Next Steps 2

3. Background • Your organization’s North American Sales Division currently faces a number of challenges related to its sales performance, including: • Difficult to assess the impact of a given strategic decision on the business • Increased cycle times and plan iterations required to set goals and objectives • Limited integration between financial and operational systems creates integration problems for users, limiting ability to model and measure key business drivers • More professional staff time is spent collecting and validating data than on analysis • Performance reports often of limited value, with either too much or too little performance data for a given audience • Significantly increased ad-hoc report generation time 3

4. Engagement Participants 4

5. Executive Summary • Concurrency proposes expanding upon (North American Sales Division’s) current Office System deployment to incorporate advanced performance management and workflow capabilities to automate a number of critical sub-processes • Implementing the proposed solution will provide you with: • 53% reduction in staff labor time associated with sales performance analysis and management • 57% decrease in cycle time to manage and assess sales performance • 30% improvement in forecast accuracy • 5% improvement in division close rate 5

6. Executive Summary 6

7. Contents • Executive Summary • Current State Analysis • Future State Analysis • Adoption & Implementation Planning • Next Steps 7

8. Current State Process Analysis Sales Performance Process Phases – Analysis Summary 8

9. As-Is Process Diagram 9

10. As-Is Process Diagram 10

11. Contents • Executive Summary • Current State Analysis • Future State Analysis • Adoption & Implementation Planning • Next Steps 11

12. Future State Process Analysis Sales Performance Process Phases – Analysis Summary 12

13. Prioritized Process Solutions High 5 Integrate multiple data silos into a single cohesive model across the business (SharePoint Server 2010 with PerformancePoint Services and Excel Services) • Automate data consolidation, integration, and analysis activities • (SharePoint Server 2010 with PerformancePoint Services and Excel Services) Level Of Complexity 3 • Review performance through rich, dynamic and context-driven dashboards and scorecards from within a browser • (SharePoint Server 2010 with PerformancePoint Services and Excel Services) Automate report distribution, publishing, and sharing (SharePoint Server 2010) Low 1 5 1 3 High Low Value to Business 13

14. Future State Process Diagram

15. Future State Process Diagram

16. Anticipated Benefits - Process 16

17. Contents • Executive Summary • Current State Analysis • Future State Analysis • Adoption & Implementation Planning • Next Steps 17

18. Adoption & Implementation Planning Summary 18

19. Potential Adoption Roadblocks 19

20. Adoption Roadblock Mitigation Actions by Stakeholder 20

21. Contents • Executive Summary • Current State Analysis • Future State Analysis • Adoption & Implementation Planning • Next Steps 21

22. Next Steps • Review presentation and proposal with decision maker(s) and stakeholders for approval • Consider a SharePoint Deployment Planning Services (SDPS) follow-up engagement • Execute work order for project • Schedule kick off meeting for week of _____ and weekly status meetings • Propose schedule: • A) Deadlines for initial milestones, or • B) Date to finalize initial milestones 22