Collaborative Services Delivery A Customer-Centric Approach to Ensuring Business Solutions Implementation Success

2. Collaborative Services DeliveryA Customer-Centric Approach to Ensuring Business Solutions Implementation Success OpsManage’11 NA Marc Vermette 11/08/11 Invensys proprietary & confidential

3. Agenda • Towards Operational Excellence • Business Optimization Challenges • What are customer expecting from Vendors/Partners (Services) • New Approach to Services Delivery • Collaborative Services Delivery (CSD) • Collaborative Project Methodology • Project Management Platform Operational Excellence Level 3 (Multi-plant/Multi-site) Environment And Safety People Level 2 (Plant Floor/Area) Asset Level 1 (Resource/Asset) Control

4. The Business Optimization Challenge - How to achieve, sustain, and improve exceptional performance? Optimizing Business: . . . produce to make profits . . . execute a strategy to grow . . . manage my resources to add value These three must run in concert to optimize business These three must be controlled in real-time to optimize business Solving this challenge requires collaboration between customer and partners

5. No Single Partner Can do it All Who candeliver? • Cloud Enterprisevendors/delivery models Level 4 (business mgmt) • Supply Chain • ERP • EMI Level 3 (operations mgmt) Operationsvendors/delivery models • MOM • MES • Cyber-security • HMI • Networked DCS Automationvendors/delivery models Level 1 & 2 (process control) • PLC • DCS • Historian 1970 1980 1990 2000 2010

6. Wouldn’t it be simpler? Is There a Better Way? Traditionally Customer Stakeholders • Single point of accountability • Clear rules of engagement Services Software Hardware Asset Lifecycle Design Operate Build Islands of Expertise • Unified Program management methodology and platform • Right project, right delivery model, right time, right people • Visibility and compliance

7. What Customers Expect from Vendors? “… holistic service approach that goes beyond point solutions to prevent problems before they can affect business operations and to help them prepare for the future.” (Cisco) Single Point Of Accountability “No single vendor can provide an entire solution portfolio required to address every end-to-end business process, industry requirement or niche need of a particular business“ (Invensys Customer) “Army of experts”

8. Towards True Partnering…Collaborative Services Delivery(CSD)

9. Collaborative Services Delivery Vision Customer Intimacy Operations Complexity • Customer-centric / Partnership • Business focus – value realization • Collaborative management framework • Multivendor project methodology • Project Management Platform –enforcing mechanism + Towards True Partnering: CSD (Value Management) • Long-term relationship • Accountability • Standardized project methodology • Global support infrastructure • Industry/customer/product-specific expertise Traditional Partnering (Cost Efficiency) 1990 2010

10. Who can lead? When to Apply? Assisting Coordinating • Business / Process Transformation • Heavy business/operations context • Diversity of expertise required • Enterprise-to-Plant integration • Global Structure / Scalability • Multiple geographies / languages • Migration / Modernization • Standardization PARTNER PARTNER PARTNER PARTNER

11. What makes Successful Projects? Industry Domain expertise Client Intimacy Value Realization Sustainability/ Commitment to long term People and Change Management Technology Domain Expertise (across diverse automation environment 24/7 Operations Cost Containment (onshore/ offshore) Global Presence / Local Execution (support/language) Accountability Consistent Delivery Methodology

12. CSD – Key Pillars Industry &Process Expertise Lifecycle Mgmt& Support Collaboration Consulting Product / ITExperience Customer IntimacyCulture / Language Project & ProgramManagement Location & GeoCoverage The right pool of experts to deliver reliable Business Solutions forming the foundation of your organization

13. Key enablers Industry Solution Providers OEMs/VARs Strategic Alliances Hardware & SoftwareProviders InFusion Enterprise Control System Collaborative Project Methodology SystemsIntegrators Distributors Project Management Platform Delivery Ecosystem Invensys Delivery & Consulting Services ConsultingPartners

14. How to Assemble the Right Team? Governance Cooperation Standardization Integration Flexibility Information & Communication

15. Engagement Examples Lexmark SATORP Invensys (prime) Single Point of Accountability Program Management Refining & Operations Management Strategic Vertical Applications Wipro SAP Microsoft OSI Hardware Infrastructure Organizational Change Management Sogeti (prime) Trusted advisor to Lexmark, previous experience, relationships and knowledge of Lexmark business and practices Program and Project Management Business Intelligence and KPIs Invensys (Operational Improvement Services) Knowledge of MES Application MES implementation methodologies/process for success Products Expertise

16. Delivering Operational ExcellenceCollaborative Project Methodology

17. Collaborative Project Methodology… • Collection of 30+ Best Practices: Processes, Tools, Templates • Business Development • Value Discovery and Delivery • Project/Program Execution, Management & Governance • System Development Life Cycle • Supporting Activities • Quality Assurance • Adaptable to the size and complexity of projects • Leverages Industry Standards and Experience from our Partner Network Top Tier • Enables Collaborative Services Delivery • Develops Maturity of Project Management maturity

18. Critical to Successful Project & Program Delivery • Common terminology and understanding of project management • Uniform execution driving consistency and repeatability • Drives time and efficiencies for project development and execution … lowering cost • Minimizes risks – Increase probability of success • Defines Roles and Responsibilities driving collaboration efficiencies • Ensures People interoperability • Facilitates new or transfer of project resources • Drives adoption of information management solutions End Goal – Successful Project Delivery. Satisfied Customers.

19. Format: Plans, Procedures, Checklists, Workflows • Risk Management Plan • Quality Management Plan • Communication Management Plan • Configuration Management Plan • Progress Report • Definition and Design Guidelines • Test Plan and Procedure • Site Preparation Checklist • Etc.

20. Overall Umbrella … encompassing different delivery models Execution Flow InFusion Enterprise Control System Common Project Management Methodology - Collaborative

21. Applying it to a Project Client (Process, Standards, Templates) Invensys Collaborative Project Methodology (Process, Standards, Tools, Templates) Project/Program Processes, Templates and Standards Workshop Partners (Process, Standards, Templates) Project Management Platform

22. Delivering • QualityTools and systems used certified as ISO 9001 compliant • Consistency of communications, procedures and deliverables QUALITY • Reduces Project Risk with controlled project management RISK CONSISTENCY ENSURES DELIVERY WITH NO SURPRISES • Visibility – Project Managers give customers visibility at every phase of the project COST • Lowers Costs through repeatability of project development and execution SCHEDULE • Meets Customer Expectations Comprehensive Project methodology ensures delivery with no surprises. • Collaboration links all project resources – Invensys, Integrator partners and third parties, on-site globally

23. Collaborative Project Methodology Adapting World-class Methodology and Standards to MES, Control and Information Management Systems for Operations Management Successful Project Delivery. Satisfied Customers. With more than 100 years of combined experience managing hundreds of large-scale MES projects in almost every industry and corner of the globe, we know what works and what is needed.

24. Project Management PlatformDriving Excellence in Project Execution

25. What is? • Integrated Project Environment • Driving Consistency in Project Execution • Through the Enforcement of Processes, Standards, Tools and Templates • leveraging the Collaborative Project Methodology • In a Collaborative Environment • Workflow Web Based • Invensys Proprietary “Creating a dynamic environment, seamlessly linking all aspects of project execution”

26. Key Features • Key Features • Role based personal portal view • Definition of delivery processes for Project Management & Engineering • Linkage to associated tools, standards, documents, templates • Automated “push” to user (workflow) • Stage gate process with formal approval mechanism • Personalized Metrics, KPI’s and associated reports • Governance model

27. The Value of the Platform Risk Management • Implements consistent process execution & governance across Invensys Delivery & Partners • Enables collaboration between our engineering teams & partners with consistent use of standards, tools, templates etc • Enables visibility & auditability in execution • Provides traceability of compliance (a must for regulatory compliance environment) • Enables scalable & flexible process governance models to suit different project types Unified Customer Experience Standardization Continuous Knowledge Sharing Enhanced Governance Moving from Enabling to Ensuring

28. Conclusion

29. A Winning Strategy Sebastian Vettel 2nd F 1 Championship Title in a row 4 Adrian Newey Notorious F1 Designer, RBR CTO 5 Red Bull Racing Team 2nd Constructor Championship in a row 1 2 3 • F1 Winning Strategy • Great Driver • Great Team • Right Technology and Design • Right People, Doing the Right Thing, at the Right Time, for the Right Purpose • Systematic and Repeatable Approach • Invensys’ CSD Winning Strategy • Customer Centricity • Invensys Delivery Ecosystem • Infusion Enterprise Control System • Collaborative Services Delivery Model • Collaborative Project Methodology • Project Management Platform 1 2 3 4 5

31. Customer’s Presentation