Solution Training March 2013

1. Solution Training March 2013

2. Introduction • Presenter Introductions • Jimmy Farmer • Christine Livingston • Stephanie Banks • Solution History • Evolution of ConEd Incident Reporting

3. TriTek Overview

4. TriTek Solutions Overview • Top five IBM/FileNet partner since 1998 • Successfully completed over 200 ECM/BPM/ILG projects • 100+ ECM experienced consultants • Over 250 IBM partner certifications • FileNet • Datacap • Cognos • WebSphere • CM8 • CMOD

5. ICM Experience & Methodology • Early adopter for each release of IBM Case Manager • Domain expertise & pre-built templates • Energy & Utilities: Incident Insight, Mobile Office, Emergency Permitting • Financial Services: Investor Services, Loan Servicing • Insurance: Life Annuities, P&C Claims, Underwriting • Foundation ICM Software to reduce risk & speed time to value • Common, universal functionality • Open source code • Reduced effort and cost

6. Incident Insight Introduction • IBM Case Manager-based solution for managing and tracking the reporting and investigation of incidents • Centralized location for documents • Consistency across processes • Compliance with state or federal regulations • Analytics and data analysis to predict and avoid future incidents • Mobile capabilities • First release for the E&U sector, but designed to extend to other industries

7. The Marketplace

8. Opportunity for Sellers • Anticipated Market Penetration • Average Deal Size: • Average IBM software deal: $250,000 for ICM licenses in install base accounts • Average IBM software deal for net new accounts: $800,000 • Projected IT Spend in Energy & Utilities (North America)

9. Energy & Utilities Industry

10. Target Market • Geography: US & Canada • Buying Roles • Departments: Construction Services & Central Engineering • Titles: SVP/VP/Director • Target Accounts • US utilities with over $50 million in annual revenue • Top tier oil/petroleum production companies in the US and Canada • Top utilities in Canada • Future plans to rollout templates for Healthcare, Manufacturing, State Government and Transportation

11. Customer Profile and Why They Care • Safety & Regulations: As federal, state and local government agencies increase safety regulations, utilities organizations need better processes in place to address plant/equipment failures. • Aging Workforce: Knowledge workers are retiring, which increases the demand to record incidents and action plans. Without a centralized system, companies may lose critical information when employees leave the organization. • Tightened Credit: Since financial institutions are maintaining strict lending policies, obtaining credit to finance construction projects/asset acquisition is becoming increasingly difficult. • Mergers & Acquisitions: As energy and utility companies continue to consolidate, there is a greater demand to share information across the organization in a consistent format.

12. The Solution

13. Solution Overview Initiated after an incident has occurred; Enter basic information about the incident Assign specific owner/lead analyst, determine severity, verify/update distribution list, fill in additional information about the incident timeline Establish incident timeline details, assign action items, perform tests and gather results, attach any necessary documentation Lead analyst assesses all gathered data and produces findings, document results of investigation phase, identify root cause(s), pinpoint any remediation items and assign Incident owner has a final opportunity to approve the report before it becomes a final, official report; Remediation items are executed, if necessary

14. Solution Features and Benefits

15. Competition Manual processes (emails or paper documents) Homegrown, disconnected systems Stand-alone incident tracking solutions i-Sight Incident Tracker Intelex 15

16. Competitive Differentiators • Capture • Formalizes the process for gathering information related to an incident • Initiation form may be accessed through iOS and Android smartphones and tablets • Comprehensive case created for each report with any supporting and clarifying documentation • Integration • Asset Management information is critical when investigating an incident report • Integration with IBM Maximo Asset Management • Analytics • Capture trends in failing equipment and use this data to improve asset management procedures and predict the possibly of incidents on similar pieces of equipment • Discover common modes of failure that are not currently tracked. • Monitor employee productivity and overall infrastructure stability. • Mobility • Mobile iOS application to enable mobile capture and documentation of incidents and investigations • Search functionality for existing incidents stored in a central repository

17. Technical Overview

18. Solution Architecture

19. Technical Components • Industry Solutions Products • IBM Case Manager (required) • IBM Case & Content Analytics • IBM WebSphere Application Server • IBM WebSphere ILOG Jrules • IBM Forms • Partner Application • Incident Insight • System Integration • IBM Maximo Asset Management

20. Technical Requirements • Platform • IBM FileNet P8 5.x • Infrastructure • IE v7.0 or higher • Mozilla Firefox v10.0 or higher • Security • VPN access for mobile devices

21. Solution Demo

22. Customer Success Stories 22

23. Success Story: Con Edison Challenge Business Benefits • Incident reporting initiated via phone or email • Reports were manually generated • Employees wasting time searching through emails for the status of an incident • Increasing compliance demands • Standardized incident tracking procedures across multiple business groups. • Track, review and properly document incidents in a coordinated and consistent manner. • Capture trends in failing equipment and use this data to improve asset management procedures and predict the possibly of incidents on similar pieces of equipment, thereby reducing future risk. • Discover common modes of failure that are not currently tracked. • Provide storage and search methods for archived incident reports, including both historical reports and those created by the system. • Capture an accurate audit trail of all incidents to adhere to compliance requirements. Solution • Incident Insight • First running on FileNet P8, later moved to ICM • Centralized system for tracking incidents throughout their lifespans, from creation through remediation • Integration with IBM Maximo • Mobile capabilities “We were primarily looking for accountability, incident reporting availability, and ultimately to maintain compliance with NERC guidelines. We’ve seen some cost savings now that personnel can spend more time working on incident reports, rather than searching through emails, and potential savings in compliance.” –ConEd Manager 23

24. Marketing and Sales Resources 24

25. Campaign Launch Campaign to launch mid March and extend through Q2 Energy and Utilities industry targeted marketing (Transmission & distribution World white paper promotion 40k, 3 month duration from end of March to end of June) Energy and Utilities industry targeted marketing (Transmission & distribution World eNewsletter “Energizing” 38k, 3/20, 3/27, 4/3, 4/10 promotion) IBM ECM email campaign (to 5k+ March) Industry targeted marketing (tbd) (April – June) IBM Software Customer Newsletter – April issue 25

26. Marketing and Sales Resources 26

27. Sales Coverage 27

28. Contact TriTek Solutions Stephanie Banks Sales and Marketing (office) 617-453-3261 (mobile) 610-504-4694 (email) sbanks@triteksol.com IBM Dianne O’connor-Miele Channel Sales Manager, Software Group, ECM (office) 914-764-1533 (mobile) 914-806-2504 (email) dmoconno@us.ibm.com 28

29. Thank you for your time today. Good luck and good selling! Questions? 29