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

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

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

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