eTeam Dm Service Offerings Introduction


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eTeam provides cost effective service offerings in data quality, data governance, MDM, CDI, BPM, BI,DW initiatives

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eTeam Dm Service Offerings Introduction

  1. 1. Information Management Service Offerings efficiency. synergy. expertise
  2. 2. eTeam Company Introduction <ul><li>International Consulting Firm focused on industry specific professional and project services </li></ul><ul><li>Incorporated in 1999 as a New Jersey based corporation </li></ul><ul><li>Client Focus – Northeast based fortune 2000 companies (JnJ, Sanofi Aventis, Merrill Lynch, Wyndham, M&M Mars), large integrators (Deloitte, IBM, CSC, Infosys, Wipro, HP) and professional service organizations of data based software companies (Oracle, SAP, Microsoft). </li></ul><ul><li>Client Geography Focus – servicing north east based clients globally across our servicing centers in US, India and Canada </li></ul><ul><li>Diversity 8(a)/SDB Business to meet client diversity goals </li></ul>
  3. 3. Solution Areas <ul><li>Business Intelligence and Information Management assessments </li></ul><ul><ul><li>BI and ETL Technology Platforms - Assist a firm conducting a rationalization of its technology platforms for ETL, Reporting and Analysis, MDM, Data Quality tools </li></ul></ul><ul><ul><li>Alignment of BI strategy and Analytical Competition </li></ul></ul><ul><ul><li>Utilize the Information Value Architecture for a 4 to 8 week assessment leading to a roadmap for phased solution architecture definition and implementation </li></ul></ul><ul><li>Customer Data Integration </li></ul><ul><ul><li>Implementation of customer master solution for pharmaceutical and financial services </li></ul></ul><ul><li>Data Governance Program Management </li></ul><ul><ul><li>Assist firms that are seeking to implement data governance program </li></ul></ul><ul><li>Business Performance Management </li></ul><ul><ul><li>Assist firms that are seeking to implement or migrate to new platform </li></ul></ul><ul><li>Information and Data Quality Program Development </li></ul><ul><ul><li>Assist Clients in assessing the state of their information quality and data quality leading to remediation plans and a data quality management program framework with a roadmap for implementation. </li></ul></ul>
  4. 4. Business Intelligence and Information Management Assessments <ul><li>Scope </li></ul><ul><ul><li>Develop a BI solution architecture that provides the foundation for analytical competition </li></ul></ul><ul><ul><li>Align the BI environment with the distinctive capabilities of the firm </li></ul></ul><ul><li>Business Drivers </li></ul><ul><ul><li>BI is successful when it goes beyond data management and reporting, into the realm of analytics </li></ul></ul><ul><ul><li>BI encompasses the enabling technologies for strategic use of analytics </li></ul></ul><ul><ul><li>An enterprise wide approach to BI ensures a single-version-of-the-truth </li></ul></ul><ul><ul><li>The solution architecture supports internal processes, integrated across multiple enterprise systems </li></ul></ul><ul><ul><li>The solution architecture supports external processes, integrating multiple customer touchpoints and external data </li></ul></ul><ul><ul><li>The BI solution architecture must incorporate data management at all layers </li></ul></ul><ul><ul><li>The BI solution architecture must provide the right tools to the right business users to enable analytics </li></ul></ul><ul><li>eTeam Role </li></ul><ul><ul><li>Create a solution architecture that aligns BI with the distinctive capabilities of the firm </li></ul></ul><ul><ul><li>Facilitate the communication of the BI vision to senior management </li></ul></ul><ul><ul><li>Identify the analytical decisions supported by the technology platform and the data that drives those decisions </li></ul></ul><ul><ul><li>Provide an evaluation of the firm’s BI Technology Platforms, across ETL, Reporting and Analysis, MDM, Data Quality tools </li></ul></ul>
  5. 5. Customer Data Integration <ul><li>Scope </li></ul><ul><ul><li>Implementation of customer master solution for pharmaceutical and financial services </li></ul></ul><ul><li>Business Drivers - Pharmaceutical Firms </li></ul><ul><ul><li>Compliance reporting on spending </li></ul></ul><ul><ul><li>Contracts and chargebacks </li></ul></ul><ul><ul><li>Sales force targeting </li></ul></ul><ul><ul><li>Marketing segmentation and marketing automation </li></ul></ul><ul><ul><li>Siebel integration with other data sources </li></ul></ul><ul><ul><li>CRM integration </li></ul></ul><ul><ul><li>Closed Loop Marketing </li></ul></ul><ul><ul><li>Mergers </li></ul></ul><ul><li>Business Drivers – Financial Services </li></ul><ul><ul><li>Mergers </li></ul></ul><ul><ul><li>Closed Loop Marketing </li></ul></ul><ul><ul><li>Consumer and commercial banking still strong </li></ul></ul><ul><li>eTeam role </li></ul><ul><ul><li>Solution architecture </li></ul></ul><ul><ul><li>Business requirements </li></ul></ul><ul><ul><li>Program management, QA </li></ul></ul><ul><ul><li>Staff development resources for integrations </li></ul></ul>
  6. 6. Data Governance Program <ul><li>Scope </li></ul><ul><ul><li>Implementation of a Data Governance Program to include Initiatives such as Data Stewardship, Metadata Strategy, MDM, Data Quality Program </li></ul></ul><ul><li>Business Drivers </li></ul><ul><ul><li>Compliance Reporting (SOX) </li></ul></ul><ul><ul><li>Internal and Regulator Data Audit process </li></ul></ul><ul><ul><li>Globalization business issues (Regional integration) </li></ul></ul><ul><ul><li>CRM integration with Legacy application architecture </li></ul></ul><ul><li>eTeam role </li></ul><ul><ul><li>Data Governance Assessment, identification of stakeholders and plan </li></ul></ul><ul><ul><li>Data Governance Program management (Framework, Mission, Goals & Scope, Rules of Engagement, Policies, Principles, Privacy, Data Authorization) </li></ul></ul><ul><ul><li>Data Governance Road Map (DG core competencies, Business Data Policy, Data Authorization & Privacy Policies) </li></ul></ul><ul><ul><li>On-going support (Advise and train in-house staff, set direction) </li></ul></ul><ul><ul><li>Staff Development resources for integrations </li></ul></ul>
  7. 7. Business Performance Management <ul><li>Scope </li></ul><ul><ul><li>Assist firms that are seeking to implement or migrate to new platform </li></ul></ul><ul><li>Business Drivers </li></ul><ul><ul><li>Vendor consolidation </li></ul></ul><ul><ul><li>Standardizing on Hyperion/Oracle platform </li></ul></ul><ul><ul><li>Managing cost containment activities </li></ul></ul><ul><ul><li>Managing continuous improvement projects </li></ul></ul><ul><li>eTeam Role </li></ul><ul><ul><li>Current state assessment </li></ul></ul><ul><ul><li>Vendor evaluation </li></ul></ul><ul><ul><li>Solution architecture </li></ul></ul><ul><ul><li>Program management, QA </li></ul></ul><ul><ul><li>Staff development resources for integrations </li></ul></ul><ul><ul><li>Long-term support </li></ul></ul>
  8. 8. Information and Data Quality Program Development <ul><li>Scope </li></ul><ul><ul><li>Development of data quality management solutions for Financial Services, Energy, and Education clients </li></ul></ul><ul><li>Business Drivers </li></ul><ul><ul><li>Reduced cost of regulatory report preparation </li></ul></ul><ul><ul><li>Improved Customer Service </li></ul></ul><ul><ul><li>Reduced cost of correction processes </li></ul></ul><ul><ul><li>More effective Decision Making through increase Information Quality </li></ul></ul><ul><li>eTeam role </li></ul><ul><ul><li>Current State Assessment </li></ul></ul><ul><ul><li>Business requirements and Strategy and Roadmap Development </li></ul></ul><ul><ul><li>Data Profiling Analysis </li></ul></ul><ul><ul><li>Technology Evaluation and Selection </li></ul></ul><ul><ul><li>Shared Service Definition and Roll-out </li></ul></ul><ul><ul><li>Standards and Guideline Definition </li></ul></ul><ul><ul><li>Program management, QA </li></ul></ul><ul><ul><li>Staff development resources for sub-projects </li></ul></ul>
  9. 9. Overview of eTeam Service Offerings <ul><li>Assessment </li></ul><ul><ul><li>What are the Business Drivers </li></ul></ul><ul><ul><li>Recommend Solution Architecture </li></ul></ul><ul><ul><li>Achieve consensus on Future-State and Roadmap </li></ul></ul><ul><li>Pre-Implementation Preparation </li></ul><ul><ul><li>Assist in the Vendor Selection process </li></ul></ul><ul><ul><li>Establish the PMO </li></ul></ul><ul><ul><li>Perform the Project Planning to launch the project </li></ul></ul><ul><li>Full-Length Partial Implementation </li></ul><ul><ul><li>Staff and run the PMO </li></ul></ul><ul><ul><li>Provide full life-cycle delivery resources </li></ul></ul><ul><ul><li>Manage the QA function </li></ul></ul><ul><ul><li>Provide Knowledge Transfer to client at each stage of the project </li></ul></ul><ul><li>Staffing Engagement </li></ul><ul><ul><li>Provide project oversight </li></ul></ul><ul><ul><li>Assist the staffing selection process </li></ul></ul><ul><ul><li>Provide precise resource estimation and budgeting </li></ul></ul><ul><ul><li>Manage the QA function </li></ul></ul><ul><ul><li>Perform project management </li></ul></ul>
  10. 10. eTeam Differentiators <ul><li>Industry knowledge </li></ul><ul><li>Experience building these applications in these industries </li></ul><ul><li>Software vendor agnostic </li></ul><ul><li>Focus on building client competency </li></ul><ul><li>Superior project resources </li></ul><ul><li>Flexibility to partner with client at all stages of project life-cycle </li></ul><ul><li>Mid-range cost solution </li></ul><ul><li>We know what works </li></ul>
  11. 11. eTeam Quals <ul><li>Service Offering – Assessment </li></ul><ul><li>Solution Offering – Regulatory Compliance, Data Governance, Reporting </li></ul><ul><li>Industry – Financial Asset Management </li></ul><ul><li>Developed a more structured environment around their data management initiatives. The firm has several repositories for operational data for Trade and Compliance, Portfolio Management and Reporting. There are challenges in terms of properly tracking and maintaining reference data within the current environment. The organization required more consistency in the definition and use of funds related data and associated master data. </li></ul><ul><li>Service Offering – Project Insourcing/Staffing </li></ul><ul><li>Solution Offering – Datawarehouse, Business Intelligence, Quality Assurance </li></ul><ul><li>Industry – Hospitality & Recreation Organization </li></ul><ul><li>Provided project in-sourcing/staffing services in the areas of Business Intelligence, Data Warehousing, Database Design and Quality Assurance. Provided project estimation, project management and mentoring services to the project leadership to keep the projects on track. </li></ul><ul><li>Service Offering – Assessment, Full Length Implementation </li></ul><ul><li>Solution Offering – Decision Support, Business Reporting </li></ul><ul><li>Industry - Media </li></ul><ul><li>Matured, Developed and deployed the marketing database by uploading the data from 5 different sources. Created a reporting platform using Microsoft technologies to enable business reporting for business managers, advertisement coordinators, print and online associates. </li></ul>
  12. 12. eTeam Quals <ul><li>Service Offering – Assessment, Pre-Implementation Prepwork, Full Life cycle implementation </li></ul><ul><li>Solution Offering – Business Process Management </li></ul><ul><li>Industry – Financial Asset Management </li></ul><ul><li>I mplemented revenue accounting and segment profitability analysis for an Investment Management firm. The firm needed a formalized BPM process to evaluate the proliferation of new investment offerings to retail and institutional customers, through allocations of revenue and costs to customer segments and product lines. The engagement began with an Assessment phase to reach consensus in IT and Finance on the proposed solution. Next followed the Pre-Implementation phase to create the project governance and assign business SME’s, finally followed by Full-Lifecycle implementation through development, test and production turnover. </li></ul><ul><li>Service Offering – Information Management Assessment </li></ul><ul><li>Solution Offering – Customer Data Integration </li></ul><ul><li>Industry – Pharmaceutical </li></ul><ul><li>Created a solution architecture for a CDI implementation encompassing medical professionals, institutions and trade partners. The organization faces challenges for sales force alignment, targeted marketing, field force effectiveness, chargeback administration and compliance reporting. The project identified the business drivers and benefits of a customer master application, evaluated a range of in-house software and external hosted vendors, and created a roadmap with risk management milestones. </li></ul>
  13. 13. eTeam Quals <ul><li>Service Offering – Assessment Phase One </li></ul><ul><li>Solution Offering – Data Governance (Top Down) </li></ul><ul><li>Industry – Global Financial Services Organization </li></ul><ul><li>Conduct an organizational assessment around client’s data management initiatives. Typical firm is a Global organization having business functions in all Regions (Americas, EMEA and Asia Pacific). Purpose of assessment is to identify where organization is positioned of the Data Governance Maturity Model. The assessment will identify and assess existence of data stewardship & ownership, metadata strategy to support data landscape and business glossary of terms, central use of master data management process and data quality business (rules, analysis, tracking and cleansing) process. In addition, the assessment will document organizational pain points based on outcome of executive briefings. </li></ul><ul><li>Service Offering – Establishment Data Governance Role Phase Two </li></ul><ul><li>Solution Offering – Data Governance (Top Down) </li></ul><ul><li>Industry – Global Financial Services Organization </li></ul><ul><li>Based on assessment findings and Maturity Model placement, developed a Traditional Data Governance Role. The process will include a Mission and Objectives statement, Organization Placement recommendation, establishment of a functional business model that describes who key stakeholders are and how the Data Governance Role interacts with Stakeholders. Finally a Program Office will be developed to include the rules for engagement, program management, policies and initial budget. </li></ul><ul><li>Service Offering – Establishment Data Governance Roadmap Phase Three </li></ul><ul><li>Solution Offering – Data Governance (Top Down) </li></ul><ul><li>Industry – Global Financial Services Organization </li></ul><ul><li>Develop a Data Governance Roadmap that describes sequential tasks and deliverables required to support the Data Governance Mission and Objectives. In addition, it will recommend the establishment of data management initiatives lacking in the initial assessment findings. Working with the Program Office a roadmap will be developed that identifies key initiatives required to support the program and its stakeholders. </li></ul>
  14. 14. eTeam Quals <ul><li>Service Offering – Information and Data Quality Program Development </li></ul><ul><li>Solution Offering – Pre-Implementation Preparation through Implementation </li></ul><ul><li>Industry – Energy </li></ul><ul><li>Established an Enterprise Data Quality Strategy and Shared Data Quality Management Services for a global energy company. The client recognized the need to improve the data quality of information resources in support of regulatory reporting and Master Data Development. The project entailed defining the data enterprise quality requirements, evaluation data quality technology, negotiating licensing for data quality software, Defining and Launching Shared Data Quality Services, and defining and socializing data quality principles and guidelines. The first two supported projects resulted in a cost savings of 10 to 20 Million Dollars </li></ul><ul><li>Service Offering – Information and Data Quality Program Development </li></ul><ul><li>Solution Offering – Assessment to Pre-Implementation Prepwork </li></ul><ul><li>Industry – Information Provider </li></ul><ul><li>Assessed the Data Quality capabilities and analysis of strategy options a global credit information provider in support of their information management customer solution service. This included evaluating existing in-house data quality functionality, researching customer requirements, evaluating technologies available in the market. The product was a strategy recommendation with a roadmap. </li></ul>
  15. 15. eTeam has delivered….. Eisai Pharma M&M Mars CSC Deloitte Consulting HP Global Services Infosys Wipro Wyndham RCI Sanofi Aventis Sanofi Pasteur Merrill Lynch Dean Health Plans Golden Tree Asset Management
  16. 16. Point of Contact <ul><li>Sami Shaikh </li></ul><ul><li>Business Development Manager </li></ul><ul><li>732-248-1900 (X202) </li></ul><ul><li>[email_address] </li></ul>