The document outlines the roles and experiences of a solutions architecture panel involved in the implementation of TrueComp®. Key personnel include Joseph Dehaven, Jason Kearns, David Ritson, and Derrick Russ, each with extensive industry experience and responsibilities in project organization and client support across various sectors. The primary challenges identified in the implementation process include underestimation of client resource needs, inflexibility in business processes, and data quality issues.

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