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Callidus TrueComp Implementation: Panel Discussion with the Callidus Solutions Architecture Team
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Callidus TrueComp Implementation: Panel Discussion with the Callidus Solutions Architecture Team

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presented at the TrueConnection 2008 Sales Performance Management Conference, hosted by Callidus Software

presented at the TrueConnection 2008 Sales Performance Management Conference, hosted by Callidus Software

Published in Business , Technology
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  • 1. TrueComp ® Implementation Panel with Solutions Architecture Joseph DeHaven, Jason Kearns, David Ritson, Derrick Russ Tuesday, October 14 th 2008
  • 2. Introduction – Joe DeHaven
    • Principal Solutions Architect
    • [email_address]
    • Other roles over 9 years at Callidus:
      • Project Manager
      • Principal Consultant
      • Compensation Consultant
    • 29 years at Prudential – Field Comp Design and Systems Implementation.
    • Worldwide Clients Supported
      • Insurance and Financial Services – 20+ Clients
      • High Technology – 10+ Clients
      • Telecommunications – 5+ Clients
      • Other Verticals – 5+ Clients
    • Functional Architect – focus on project organization, requirements, functional design, product capabilities, testing, and business operations. Primary objective is to provide prevention guidance to project teams.
  • 3. Introduction – Jason Kearns
    • Sr. Solutions Architect
    • [email_address]
    • Nearly one year at Callidus after coming over with Compensation Technologies acquisition
    • 8 years total experience with EIM implementations, 5 ½ with Callidus
    • 13+ current and completed TrueComp ® implementations
    • 1 year as a Compensation Manager with major telco
    • Functional Architect – focus on project organization, requirements, functional design, product capabilities, testing, and business operations. Primary objective is to provide prevention guidance to project teams.
  • 4. Introduction – David Ritson
    • Technical Director, Solutions Architecture
    • [email_address]
    • Other roles over 9 Years at Callidus:
      • Chief Technical Architect, Expert Services
      • Principal Consultant
    • Worldwide Clients Supported
      • Insurance and Financial Services – 20+ Clients
      • High Technology – 10+ Clients
      • Telecommunications – 10+ Clients
    • Specialties
      • Performance
      • ETL
      • Pipeline troubleshooting
      • All Oracle issues
  • 5. Introduction – Derrick Russ
    • Managing Director, Solutions Architecture
    • [email_address]
    • Other roles over 6 Years at Callidus
      • Account Manager, East Region Client Services
      • Project Manager
      • Integration Consultant
    • 9 Years in IT consulting prior to Callidus
    • Worldwide Clients Supported
      • Insurance, Banking and Financial Services
      • Pharmaceuticals
      • High Technology
      • Telecommunications
      • Retail
  • 6. Callidus Suite
    • Total Package Solution
      • Integration
        • ETL
        • Inbound Validation
        • Stage Hooks
        • Plug-Ins
        • Customized Functions
      • TrueComp ® (with TrueProducer™)
        • Exposed User Rule Interface
        • Plan, Rule, Reference Data
      • Reporting (and Callidus TrueAnalytics™)
        • External Face of System
  • 7. TrueComp ® Suite TrueComp ® TrueProducer ™ Reporting TrueAnalytics ™ Integration
  • 8. Pain Points
    • Under estimation of client resource needs 
    • Inflexibility of existing business processes
    • Limited Client Participation
    • “ Mis-estimated” Data Quality
    • Extensive Manual Processes