This document outlines the topics to be covered in a business intelligence data flow and SaaS workshop including: reviewing concepts, selecting and describing the relevant market, understanding driving forces, determining customer needs, forecasting technology, assessing competition, and integrating findings. Key areas to be examined are the relevant market elements, customers, competition, technologies, and organizational capabilities. The workshop will analyze opportunities and threats for business intelligence SaaS over the specified time frame.

1. Opportunity/Threat Analysis Business Intelligence Data Flow & SaaS Workshop 4/28 – 4/29/08 Paul Schumann Glocal Vantage, Inc.

2. Topics Review of Concepts Selection & Description of the Market Understanding Driving Forces Determining Customer Needs Forecasting Technology Assessing Competition Integration Next Steps

3. Topics Review of Concepts Selection & Description of the Market Understanding Driving Forces Determining Customer Needs Forecasting Technology Assessing Competition Integration Next Steps

4. Perspective Strategy Organizational Capability Organizational Capacity Stakeholders Market

5. Market Elements Customers Competition Technology Driving Forces Demographic Economic Technological Social Political Environmental

6. Market Customers Competitors Technology Social Economic Demographic Technological Opportunity Threat Environmental Political

7. Market Type Horizontal Vertical Segment Elements Customers Current Identified Potential Unidentified Potential Competition Direct Indirect Structural Technology Embedded Supportive Enabling

8. Organization Projects Resources Capital People Facilities & Equipment Knowledge Strategic Relationships Culture Beliefs Values Behaviors Strengths/Weaknesses

9. Stakeholders Stockholders/Owners Bankers Suppliers Employees Customers Community Hopes/Fears

10. Strategy Vision Mission Goals Strategies Business model Value proposition Plans Change=Innovation

11. Innovation Incremental Distinctive Breakthrough Procedure Process Product

12. Illustrations 50 % incremental procedure 30% breakthrough process 20% distinctive product 10% breakthrough procedure 20% incremental process 70% distinctive product

13. Topics Review of Concepts Selection & Description of the Market Understanding Driving Forces Determining Customer Needs Forecasting Technology Assessing Competition Integration Next Steps

14. What is the Market? Horizontal Business Intelligence Vertical Industry Country/Region Segment SaaS Implementation Time Frame

15. Topics Review of Concepts Selection & Description of the Market Understanding Driving Forces Determining Customer Needs Forecasting Technology Assessing Competition Integration Next Steps

16. Driving Forces What are driving forces affecting this market over the time frame: Demographic? Economic? Social? Political? Technological? Environmental? What is the importance of each of these driving forces with respect to your product/service?

17. Topics Review of Concepts Selection & Description of the Market Understanding Driving Forces Determining Customer Needs Forecasting Technology Assessing Competition Integration Next Steps

18. Customers Who are the current customers and what are their needs now? Who are the identifiable potential customers and what are their needs now? What would cause them to change to your product/service? Who are the unidentifiable customers? Describe their characteristics. What are their present needs? What would cause them to abandon what they are presently doing to change to your product/service? Considering the driving forces, how would each of the above change over the time frame?

19. Market Research Secondary Primary Qualitative Quantitative

20. Topics Review of Concepts Selection & Description of the Market Understanding Driving Forces Determining Customer Needs Forecasting Technology Assessing Competition Integration Next Steps

21. Technology What are the key embedded technologies now? What are the key supportive technologies now? What are the key enabling technologies now? Considering the driving forces, what changes would occur in the listing of these key technologies? What are the current capabilities for these key technologies? How will the capabilities of these key technologies change over the time frame? Will these new capabilities alter customer needs or create new needs?

22. Technology Forecasting Trend Extrapolation Substitution Analysis Expert Opinion Integrative

23. Substitution Analysis Illustration

24. Topics Review of Concepts Selection & Description of the Market Understanding Driving Forces Determining Customer Needs Forecasting Technology Assessing Competition Integration Next Steps

25. Competition Who are the direct competitors in this market now? What are their strategies? Who are the indirect competitors in this market now? What are their strategies? Who or what are the structural competitors in this market? What are their strategies? How might this change over the time frame? Will the forecasted capability of the key technologies alter this competitive landscape?

26. Topics Review of Concepts Selection & Description of the Market Understanding Driving Forces Determining Customer Needs Forecasting Technology Assessing Competition Integration Next Steps

27. Integration Integrating all of the factors considered – driving forces, customers needs, technological capability and competitive responses – what are the opportunities and threats for the product/service now and over the time frame?

28. Topics Review of Concepts Selection & Description of the Market Understanding Driving Forces Determining Customer Needs Forecasting Technology Assessing Competition Integration Next Steps

29. Next Steps What information is needed? How will it be obtained? How will it all be integrated? How will the results be presented?