BCI Overview


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BCI Overview

  1. 1. Bauer Consulting, Inc.<br />Where Business and IT Converge<br />© 2009 Bauer Consulting, Inc. May not be reproduced by any means without express permission. All rights reserved.<br />Bauer Consulting, Inc.<br />714 Alameda DLP<br />Belmont, Calif. USA 94002www.bauerconsult.com<br />
  2. 2. Excellent Work at Top Companies<br />IT consulting services delivered at distinguished middle market and Fortune 500 firms:<br />IT planning, strategy and architecture<br />Technology and vendor selection for major systems<br />Program and project management of strategic IT initiatives<br />Improvement of internal IT management<br />Why executives entrusted Bauer Consulting with their strategic IT initiatives:<br />Bring requisite credibility with boards and senior management on high-visibility engagements.<br />Leadership that delivers results in any internal situation.<br />Blended strategic business and technology perspective.<br />Ability to forge collaborative partnerships across organizational boundaries that unlock synergies while aligning stakeholders.<br />Results orientation.<br />
  3. 3. Background<br />Founded in 2001, Bauer Consulting, Inc. provides IT management consulting services to leading organizations. We are a boutique firm that specializes in helping executives and senior management complete their most important IT initiatives. Our leadership and business expertise combined with technological knowledge makes us uniquely effective at delivering results in the most demanding enterprises.<br />Bauer Consulting brings professional, seasoned consultants with proven methodologies to execute strategic-class initiatives across the IT lifecycle at the application, data, and infrastructure layers.<br />IT planning, strategy and architecture<br />Technology and vendor selection<br />Program and project management<br />Improvement in IT management<br />Our firm has established a successful track record at distinguished middle market and Fortune 500 firms with engagements in fnancialservices, government, high-technology, transportation and bio-technology.<br />Common across all our service offerings is a collaborative engagement approach. Each of our methodologies involves the client’s organization as active participants throughout the engagement. This approach produces superior outcomes, internal alignment and buy-in, and knowledge transfer.<br />Bauer Consulting is privately held and based near San Francisco, California in the U.S.A.<br />
  4. 4. Capabilities<br />A boutique consulting firm, Bauer Consulting has well-honed capabilities to deliver strategic-class IT consulting services.<br />Proprietary Methodologies<br />Refined over several client engagements, our methodologies blend thought-leading frameworks with real world pragmatism and change management. They are also tunable to the client’s particular organization, situation, and engagement objectives.<br />What make our methodologies particularly unique is that they produce a readiness for change at our clients. A collaborative approach is built into the methodology, whereby involving multiple levels of the client’s organization through a structured decision making process as well as training. The results is an superior IT strategy that has broad alignment, both horizontal across the business units and functions as well as vertical alignment up and down the management structure. <br />Highly-effective Consultants<br />Our consultants are highly effective because they are senior-level with between 15 to 25 years of professional experience. They also possess business acumen and are strategic thinkers. Because they too once managed IT organizations, they genuinely understand the business of IT.<br />Alliances<br />Some client engagements require unique expertise or are very broad in scope. In these situations, we utilize alliance partners to augment our core project team. Partners are boutique firms such as ourselves or former IT executives.<br />International Experience<br />Through a number of engagements around the world, we have developed a cultural awareness and international perspective that can only be gained from consulting to companies around the world.<br />
  5. 5. Alliance Model<br />Bauer Consulting partners with three similar boutique IT consulting firms for additional capacity and expertise when needed on client engagements. Collectively our firms have performed over 100 strategic IT engagements, from the Fortune 100 to startup companies to government entities, across the world. Representative engagements include the below.<br />
  6. 6. IT Planning, Strategy and Assessments<br />
  7. 7. Determining Best Course of Action<br />Our business expertise combined with technological knowledge makes us uniquely effective in addressing strategic IT matters. And we bring proven methodologies that keep engagements focused, pragmatic and deliver actionable outcomes. <br />
  8. 8. IT Planning – Our Methodology<br />We utilize a three-phase approach that has proven successful and honed on multiple engagements.<br />Where are we today?<br />How do you get there? <br />Where do you want to go?<br />7. IT Roadmap <br /> Projects<br />Application Projects<br /> Database Projects<br /> Technology Projects<br /> IT Management Projects<br /> Business Process Improvement<br /> Quick-hits<br /> Performance Metrics<br />3. Business Direction<br />Values, Mission, Vision, <br /> Goals, Strategies, Objectives, <br /> Management Decision Criteria<br />1. Assessment of IT Today:<br />Current IT Direction<br />Mission, Vision, Goals, etc.<br /> Infrastructure<br />Hardware/Servers<br /> Networks<br /> Security<br />Applications & Databases<br /> Architecture (App & Data)<br /> IT Org Structure, Staffing, <br /> Skills<br /> Business & IT Processes<br />4. Business IT Opportunities<br />5. IT Strategic Directions<br />8. IT Org Alignment Plan<br /> Mission, Vision, Values, Objectives<br /> IT Organizational Structure<br /> Staffing Resources & Skills (HR Plan) Training Plan Risk Management Plan<br /> Communications Plan<br /> Configuration Plan Interface Plan<br /> IT Budget Plan Quality Management Plan Change Management Program<br />6. Information Architecture<br /> IT Principles<br /> IT Models<br /> Application Architecture<br /> Data Architecture<br /> IT Standards<br />2. Benchmarking,<br /> IT Trends & Peers <br />
  9. 9. Enterprise / Business Architecture – Our Methodology<br />Business Architecture<br />Engagement Management<br />Application<br />Architecture<br />Operating Model<br />Enterprise Data Model<br />The necessary level of business process integration and standardization for delivering services to customers. Also, identification of share data.<br />An integrated view of critical data generated and consumed across the bank. The model unites, formalizes and represents the things important to the bank, as well as the rules governing them.<br />Absent a plan for the distribution of functions there is duplication and inconsistency. At best this means a more expensive operation. At worse, customers are dissatisfied with their service<br />Description<br />Guides BPR as a strategic requirements, whereby assuring process design aligns with the business strategy.<br />A plan that lays out which applications will own and provide data to the enterprise<br />Provides a map for the distribution of business functions across the enterprise<br />How Used<br /><ul><li>Application architecture
  10. 10. End-to-End high-level workflows
  11. 11. High-level Proc. Architecture
  12. 12. Shared Data Model
  13. 13. Data Taxonomy
  14. 14. Conceptual Entity Model </li></ul>Deliverables<br />
  15. 15. Representative Engagement – IT Strategy<br />Client: ALINMA Bank<br />Size: $5B de novo<br />Location: Kingdom of Saudi Arabia<br />Scope: Retail, Commercial and Investment Banks<br />Client needed a clean-sheet IT strategy that would provide competitive advantages over current banks and future market entrants with advanced capabilities. BCI assessed the institution’s planned business model, competitive positioning, business objectives and competitive advantages. Based upon findings, we formulated an IT strategy that encompassed :<br />Role of IT<br />IT Principals<br />Emerging and best-of-breed technologies<br />Enterprise architecture<br />IT organization structure<br />Engagement tightly aligned IT with business strategies and translated the business vision into an IT roadmap.<br />
  16. 16. Technology and Vendor Selection<br />
  17. 17. Much More Than Just Fitment<br />For major IT system investments, perform a comprehensive and objective evaluation of technology solutions and their vendors to ensure best fit and value for the client. In addition to requirements gathering and RFP issuance process, we formulate an ROI-driven business case to support the planned purchase and can guide the contracting process. Furthermore, we manage the selection process as a orchestrated joint decision-making initiative between business and IT in order to reach the optimal choice and to prepare the organization for change.<br />Client: SVB Financial Group<br />Size: $5B in Assets; 1,100 Employees<br />Location: Santa Clara, California, USA<br />Scope: Commercial Bank<br />Technology: Core Banking<br />Worked with executives down to line management and across business functions and units to gather requirements, remove obstacles, and achieve consensus. Managed the RFP issuance, assessment of vendor responses, and vendor demonstrations. Developed a comprehensive ROI-driven business case and implementation roadmap. The board accepted the recommendation and approved a $15M implementation project, embarking the bank on a multi-year change effort.<br />Client: Port of Oakland<br />Size: $330M in Revenue; 600 Employees<br />Location: Oakland, California, USA<br />Scope: Seaport, Airport and Real Estate<br />Technology: ERP<br />Led organization through an ERP selection that encompassed the seaport, airport, and commercial real estate divisions and across all business support functions. Established a Steering Committee and led business requirements gathering through surveys and sessions with subject matter experts. Drafted and issued a comprehensive RFP and performed extensive assessment of vendors’ responses. Presented findings to the Selection Committee. Within an aggressive timeline, obtained highly competitive vendor quotes and aligned senior management to an ERP implementation.<br />
  18. 18. IT Selection - Our Methodology<br />Phase III: <br />Contracting<br />Phase II: <br />Evaluate and Select<br />Phase I:<br />Requirements & RFP<br />Ensure an optimized investment by guiding the organization thorough a structured contracting process. Work in partnership with the Port staff to requisite expertise. In doing so, remove slack from process through active management.<br />Guide the organization through highly complex decision making. Goal is to obtain Port-wide consensus on an ERP vendor (s) as well as obtain necessary board approval. <br />Prepare for execution of a competitive bid RFP process designed for large- scale technology. Gather requirements and create RFP and ant functionality questionnaire.<br />Description<br /><ul><li>Gather Functionality Requirements
  19. 19. Define evaluation criteria and framework
  20. 20. Develop an RFP
  21. 21. Process RFP responses from vendors
  22. 22. Facilitate vendor demonstrations
  23. 23. Vendor Comparative Analysis
  24. 24. Benefits and TCO Analysis
  25. 25. Evaluate Sourcing Options
  26. 26. NPV / Payback Analysis
  27. 27. IT-Business Alignment Analysis
  28. 28. Conduct references checks on vendors
  29. 29. Negotiate terms and conditions for contracts
  30. 30. Ensure proper incentive and allocation of risk</li></ul>Key Activities<br />Deliverables<br /><ul><li>Request for Proposal (RFP)
  31. 31. Functionality Questionnaire
  32. 32. Payroll Bridging Report
  33. 33. Vendor Contract Templates
  34. 34. Executed Agreements
  35. 35. ROI-based Business Case
  36. 36. Vendor Evaluation Report
  37. 37. Implementation Road Map</li></ul>Organizational Alignment and Readiness<br />Project Introduction Meetings, Project Charter, ERP Selection Committee, One-one-one Meetings, Ad Hoc Presentations<br />
  38. 38. Program and Project Management of IT Initiatives<br />
  39. 39. Getting IT Done - Representative Engagements<br />From enterprise transformation to focused technology initiatives, we have been successful at PMO setup and management as well as project management for IT initiatives. Clients hire us for strong leadership necessary to drive complex and high-visibility IT initiatives; ability to influence and persuade across the enterprise; and need for independent third-party to balance out vendor power.<br />
  40. 40. Improve Internal IT Management<br />
  41. 41. Helping Company’s Better Manage Their IT<br />A new practices area, we help clients to improve T effectiveness and achieve cost reduction through application of proven IT operations practices, service management frameworks and reorganizational within IT organizations. <br />
  42. 42. Mr. Adam Bauer, Managing Principal<br />D: +1 415 264 8509<br />O: +1 650 585 4580<br />E: avb@bauerconsult.com<br />www.bauerconsult.com<br />Contact<br />
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