Emtec Finance and Technology Summit Presentation with Anshoom Jain & Jamal Syed

1. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015.
Enterprise Reporting and the Value of OCM on User Adoption
Successful BI Implementation with PMO and OCM

2. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015.
Road to BI Enlightenment
2
Put the right technology in place
Common Enterprise
Information Model
Build the single version of truth
Self enablement of business
users
Action Plan Stage Objectives
Unified delivery platform
Empower the business
users
360 degree view of the
organization
Implement scalable BI
enterprise solution
Define master data
management strategy
Train the users on BI
solution stack
Channel data
source through
unified delivery
vehicle
Trust in data, fact-
based decisions

3. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015.
BI Activism Scenarios
3
LOW
High
High
IT BI
Activism
User BI
Activism
•MIS Reporting is the norm
•Inertia prevents any significant
new initiatives
•Business is run without the
benefit of complete perspective
Scenario: BI Inertia
•IT-induced solutions may or may
not meet user requirements
•Users fail to use IT-provided
solutions
•Technology vendors prevail
•Limited or no business benefits
realized
Scenario: One-Size-
Fits-All Technology
•Users source applications
•Infrastructure issues arise
•Scale integration and
manageability are compromised
•Application vendors prevail
•IT as a utility - not as a partner
Scenario: New BI
Applications Silos
•Users and IT form teams
•BI used to drive ROI
•Right technology and products
selected
•BI competency center emerges
Scenario: BI Success

4. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015.
Why BI Projects Fail
• Misalignment of user needs
• Mismanagement of user expectations
• All BI project are technical in nature
• No proper onboarding process for users
• Changes is dictated by IT
– Process change difficult for users
– Business value is not communicated
• No post project governance
• Lack of trust in process / data
• Solve one problem, introduce another
• Insufficient ownership by business
• Best practices don’t always solve real world
problems
4

5. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015. 5
Our Integrated BI Framework
Business
Ownership
Articulate
The Vision
Prepare And
Train
Case for
Change
Program Management Organizational Change Mgt
Business Engagement
Communications
Knowledge Mgt
Stakeholder Mgt
Change Readiness
Schedule Mgt
Resource Mgt
Risk Mgt
Issue Mgt
Change Control Mgt

6. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015.
Technical Implementation Steps
• RAPID implementation methodology is deployed for expedited implementation of OBIA.
This approach allows the business users to get involved early and eliminates lengthy UAT
cycle
6

7. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015.
Project Management Accelerators
• Speed of implementation is as important as accuracy and adoption of solution
Name Description
Schedule Management and Cost
Management
Our project management philosophy of “planning the work and working
the plan” is reflected in our MS Project schedule templates which further
extend the Earn Value Management techniques for managing schedule &
cost and is flexible to incorporate client specific threshold levels of
performance for status reporting.
Risk and Issue Management
Proactive identification, qualification, and disposition of risks and issues,
drives the team to stay focused and collaborate with clients to remove the
bottlenecks early on. Our Risk, Actions, Issues and Decision (RAID) log
template provides graphical representation of areas needing attention on
a real-time basis.
Communications Management
Our project and program status reports are integrated with the project
schedule and risk management tools and are designed to effectively
communicate the overall status in a consolidated, transparent and timely
fashion, while allowing insights into critical risks and issues associated
with the project.
Change Control Management
Change control management strives to ensure that the project’s scope is
delivered with quality and within pre-agreed timelines, and cost through
the use of the Change Request (CR) Log tool.
Resource Management
Ensuring resources with the right skills and skill level are available at the
appropriate times during the project is critical to project success. Our
Resource tracking is integrated with the overall project status reporting
and schedule management.
7

8. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015.
Few Organizations Implement BI Programs Effectively, Due To Insufficient Focus on
Change Management
Agree
Somewhat agree
Disagree
Don’t know
“To what extent do you agree with the following statement about BI change
management?”
Our processes for managing change to organizational structures and business
processes based on new BI functionality are well-established and run smoothly
Base: 129 professionals with knowledge of BI within their organizations
Source: Q2 2012 Global BI Maturity Online Survey, Forrester Research, Inc.
13%
26%
57%
4%
8

9. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015.
How To Keep The Business Engaged To Maximize User Adoption
‘
Business Implementation ManagerDelivery Lead
Communication
to Business
Input to Design
Process
Education
Impacts of
Change
Data SMEs
Trainers
Testers
Super Users
LIM 4
Location / Function
LIM 3
Location / Function
LIM 2
Location / Function
LIM n
Location / Function
Local Implementation
Manager (LIM) 1
Location / Function
Program Operating Committee
Project Business
Business InputProcess &
Design
Security
Controls
Tech & Build
Data Migration
OCM
Testing
Cutover &
Deployment
Implementation
Partnership
Facilitated by
Change Managers
Program Steering Committee
PMO
9

10. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015.
Utilizing key communication “campaigns” to build stakeholder
commitment throughout the lifecycle of a BI implementation
Build
Phase
Test
Phase
Awareness Campaign
Process / Understanding
Campaign
Role-Based
Campaign
Training
Campaign
Baseline Communications
Deploy
Phase
Design
Phase
Post Go-Live
Campaign
Managing
Phase
Analyze
Phase
10

11. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015.
Effective PMO & OCM on BI programs will ultimately maximize your realization of
benefits
Impact Of Effective PMO & OCM on BI Programs:
• Adoption of the new ways of working
• Reduction in the loss of productivity associated with change
• Shorter stabilization period
• Buy-in and support from all management levels
• Business involvement by end users
• Reduced resistance to change
• Job roles that are aligned to new ways of working
All of which…. Maximize your realization of benefits
11

12. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015.
73%
YEARS
47serving clients
OUR COMPANY
500dedicated
associates
17
over
years
BEST
PLACES
TO WORK
2012
TECHNOLOGY
EMPOWERED
BUSINESS
SOLUTIONS
“right size provider”
“client for life”
India
Pune
Bangalore
USA
IL, PA, NJ,
GA, VA, MN,
FL
Canada
Toronto
Ottawa
GLOBAL
DELIVERY
OUR SERVICES
87% 14
prior tier 1
consultancies
avg. years
experience
fulltime
employees
OUR PEOPLE
25+
OTHER
PARTNERS
- onshore
- offshore
- nearshore
- blended
managed services
Advisory Applications Cloud Analytics Infrastructure
strategy
governance
process
ERP, HCM, CRM,
app. development,
mobile solutions
applications
infrastructure
enterprise reporting,
predictive analytics,
big data
service management
enterprise infrastructure
end user computing
Business and Technology Empowered

13. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015.
An Exciting Year For Emtec… And Or Clients!
Vertical Focus
• Strategy
• Enterprise
Solutioning
• Management
Consulting
• Line of Business
Expertise
Advisory Services Expansion
Services
GEO
Vertical
SMAC

14. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015.
Emtec Services Align Well
with each stakeholder community
ENTERPRISE
SUITE
SALES &
MARKETING
 360 degree view of the customer
 Sales force automation
 Customer Service
 Marketing Automation
 Customer and Product Data
Management
 BI / Analytics
HCM
 Workforce Planning
 HR Analytics
 Talent Management
 Employee Self-Service
 Performance Management
 Total Compensation
CFO
FINANCE
 Budget & Planning
 Financial Close Mgmt
 Procure to Pay
 SEC Reporting
 Financial Analytics
 Cash Management
OPERATIONS
 Forecasting
 Operational Analytics
 ERP
 Project Costing
TECHNOLOGY
 Advisory Services
 Application Development &
Maintenance services
 Business Intelligence & Big
Data
 Cloud Strategy and
Implementation
 Independent Verification &
Validation
 Infrastructure Services
 Managed Services
 IT Service Management
 Procurement Services
 Business Strategy
 Managed Services & Outsourcing
 Advisory Services
 Analytics
 Governance
POWER
The
of Emtec

15. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015.
THANK YOU FOR YOUR TIME
Please visit us online at www.emtecinc.com
THANK YOU FOR YOUR TIME
Please visit us online at www.emtecinc.com