United Technology Consulting

1. United Technology Consulting A United Technologies Company Methodology Overview Let Us Show You How!

2. Value Add Overview • In order for you to be successful, we architect solutions with proven technologies. • We base our approach to engagements on the “Unitron.” • We know how to leverage business engineering, QA and industry vertical best practices to help you create and maintain a distinct competitive advantage.

3. Value Add Overview • The average number of years of experience of our Business Engineering Advisors is 12+ years. • Business process emphasis. • Change management allows you to introduce, proliferate and augment new technologies and new business processes in an organized manner.

4. Value Add Overview • In a manner of speaking, a project is alive. • Requires resource investment (human capital aspects) • Monetary investment • Time investment • Careful and balanced nutrition, in the form of proper planning, scheduling and execution of tasks and actions, keeps the project healthy.

5. Refinement Team Collaberation Flexibility Business Process User Change Mgt Focal Point Client These factors are interwoven!

6. Business Process Analysis

7. Business Process Approach Our aim is to understand project readiness: • Coverage aspects of the project. • Organizational aspects of the project. Your business plans: • Determining what you expect to have included from a BP perspective in relation to the project. • Examine and define all the interfaces involved. • Acquire a good and solid understanding of your company model from a global perspective • You’ll know how much flexibility you have in the BP • There will be some change management going on

8. The way we “see processes” It’s a hierarchical view: Enterprise wide view This could mean... Financial accounting, production, procurement, sales, customer service, plant maintenance, etc. Let’s break one down... We’ll use procurement, for example.

9. Procurement is the highest (enterprise) level and it breaks down into the next level. We call this the scenario level, because these relate to different business scenarios as they relate to procurement: Procurement of Materials and External Services Procurement via Subcontracting Procurement on a Consignment Basis Internal Procurement Pipeline Processing Source Administration Return Deliveries

10. Let’s choose one from the scenario list. We’ll select internal procurement as the scenario process. The scenario process can be broken down to the next level of focus, called the group level. This would break internal procurement down to include: Purchase Requisition Purchasing Goods Receipt Warehouse/Stores Invoice Verification The reason they are called groups is because you can have whole departments that work with these business processes.

11. Let’s break the group level down further. These are called business processes and so we are at the business process level. Let’s choose purchasing. Purchasing can be broken down to: Purchase Order Processing Release of Purchase Orders Transmission of Purchase Orders Scheduling Agreement Delivery Schedule Transmission of Scheduling Agreements Delivery and Acknowledgment Expediter Inbound EDI Processing Processing of Shipping Notifications/Confirmations Transmission of Shipping Notifications

12. Let’s go the next level of focus, the business process activity. We’ll zero in on purchase order processing. Inside of the purchase order process there are a number of BP activities that can be performed, such as: Purchase Order Price History, Create Purchase Order, Change Purchase Order, Display Purchase Order, Maintain Purchase Order Supplement, Create PO with Source Determination, Display PO Supplement (IR), Create Stock Transport Order, Monitor Confirmations, POs by Requirement Tracking Number, Purchase Orders by Material Group, Purchase Orders for Project, Purchasing Orders by Account Assignment, Purchase Orders by Vendor, Purchase Orders by Material, Purchase Orders by PO Number, SC Stock Monitoring (Vendor), Services per Purchase Order, GR Forecast, Purchase Orders for Supplying Plant, Assign and Process Requisitions, Ordering: Assigned Requisitions, Automatic Generation of Pos, Purchasing Reporting, Analysis of Order Values, Archived Purchasing Documents, Archive Purchasing Documents, Delivery Addresses, Purchasing Transactions by Tracking No., Create Message: PO, Change Message: PO Display Message: PO, Mass Change of Purchase Orders You get the idea! In this case there are a lot of BP activities that live inside PO processing!

13. So we have... • Enterprise level • Scenario process level • Group level • Business process level • Business activity level • In the business activity level we have... • Transactions • Data • Owner

14. Each of the business process activities break down into the actual transaction associated with each activity. • All BPs have process owners (users) and data. Data is read into a BP and data is written out from a BP. • BPs are triggered by an event. An event trigger also ends a BP. The event trigger that terminated that BP, may also trigger the next BP... And so on and so on until the process has come full circle. • There will be interfaces coming from and going to other systems.

15. Business Process Approach Ask Us About Our Project Planning Workshop

16. Then what? • We define the target BPs. • Regardless of the task... Web services, integration, workflow, CRM, data analytics or process streamlining, etc., we’ll apply a project methodology to get the job done.

17. In order to make this a reality, we use... The "Unitron" For Our Project Methodology

19. Scope and Discover DISCOVERY – We’ll help you to make a determination & correlation regarding strategic objectives and how they fit into the needs of the business. We’ll also examine business requirements and discuss the technical options opened to you to meet your business objectives.

20. Visualize Vision – Discuss and explore with you which emerging technology will best suit the business need and solve business problems.

21. Architect & Design Architect & Design - Based on our industry expertise, we’ll tailor technology solutions to help you to derive all you can from every dollar you spend.

22. Build Build – Our expert staff will build the performance business process engines that will bring your objectives to reality.

23. Kinetics Kinetics – We’ll put the business processes developed by the team into motion. The return on your investment will be realized at this stage.

24. Transference Transference – Once we’ve completed and implemented the solution, we’ll turn the end product over to you and also ensure a smooth skill transfer. We will provide post implementation support as an extra measure.

25. Effort Time Iterative... it always changes! Transfer Kinetics Build & Test Architect & Design Visualize Scope & Discover

26. The Quality Aspect • Quality is priority one! • Client and user ownership approach. • Avoid (too much) risk. • Milestone checkpoints assure proper and appropriate deliverables on time and on budget. • Maintain cost containment and control during all stages of the project.

27. The Engineering Aspect • Innovative technological approach. • Engineered solutions that can flex and grow as the needs of the business changes. • Follows Unitron and uses it to it’s fullest potential. • Accountability and responsibility.

28. Industry Vertical Best Practices • Help you to succeed. • Technology solutions framework and infrastructure. • Constant knowledge collaboration. • Ensure smooth knowledge / skill transference.

29. Example: Web Services

30. Design: • Visioning • Technical Assessment (Includes Technical Gap Analysis) • Plan Creation (Includes Timetable and Establishing Test Environment) • Project Management • Platform Sizing • Software Selection • Internal/External Integration (Systems, Processes) • Administration/Operations

31. Capacity Planning • Performance Management • High Availability • Disaster Recovery • Monitoring and Management • Security • Back-Up/Restore • Archiving • Staff Requirements • Policies/Procedures • Administration • Database Administration • Client Administration • User Administration • Help Desk Support • Third Party Application

32. Management • Out-Tasking Relationship Management • Financial Analysis Implementation: • Platform Infrastructure Implementation • Enabling Applications/ Tools Integration • System validation (Includes Interfaces, Enhancements and Reports) • Administration/Operations/

33. Policies & Procedures Post-Implementation: • Knowledge Transfer • Documentation • Staff Augmentation • Remote Operations Management

34. In conclusion... When it’s all said and done, you need to be absolutely delighted with the outcome! A “Reasonable Level” of Profitability + Delivered Added Value + Assumed Risk = A Happy Client!

35. Let United Technologies Consulting show you how!