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OPTI ™©

Driving Profitability And Security Through Process

                        Product Demo




                                   Proprietary
               Exclusive Property of Operational Productivity Tool, Inc.
Overview                                                                    OPTI
                                                                            Connectivity

What Is OPTI?

    OPTI is a Cloud-based tool that
    bridges Operational and Cyber
             Risk Mitigation



                                    Proprietary                                    2
                Exclusive Property of Operational Productivity Tool, Inc.
OPTI Overview                                                                      OPTI
                                                                                   Connectivity

How Does OPTI Do It?
   Takes ISO to the     OPTI is the       Identifies $$
      next level                             wasted
                       first tool that
                            links
                              O
        Cyber                          Operations
                       Operational /
                              P
                CyberFinancial and
                              T Operations
                           Cyber /
                               I
   Prioritizes gaps to     Security    Predicts company
   improve earnings       leakages     or mission success


                                           Proprietary                                    3
                       Exclusive Property of Operational Productivity Tool, Inc.
Overview                                                                                                  OPTI
                                                                                                          Connectivity

What Will OPTI Do For You?
 •   Drive Bank fees
      – Increase to bottom line up to 10% of                                                 Robust Analysis
         Revenue
      – Average 6% productivity increase

 •   Helps client build sustainable platform for
     growth
      – Develops process-based infrastructure
      – Redesigns profitability-focused metrics

 •   Enhances security of their intellectual capital
      – Protects data and networks
      – Estimated $1 Trillion of Intellectual
        Property has been lost

                                                     Proprietary                                                 4
                                 Exclusive Property of Operational Productivity Tool, Inc.
Overview                                                                                              OPTI
                                                                                                      Connectivity

What Will OPTI Do For You?
                                                                                           Core Systems
  •   Increases your product offering & fee revenue
       – Quickly grows a structured consulting practice
            • Builds competencies fast
       – Leverages experience and data from multiple
          industries

  •   Easy to evaluate loan prospects
       – Add on features and referrals
       – Value proposition enables profit sharing

  •   Create additional fee income streams
       – User training completed in one day
       – Multiple engagements can be run at once


                                                   Proprietary                                               5
                               Exclusive Property of Operational Productivity Tool, Inc.
Overview                                                                                           OPTI
                                                                                                   Connectivity

What Makes OPTI Unique?
 Accurate results in   Intuitive and easy                                          40 years of “seeing
 days not weeks or     to use!                                                     it all” built into tool!
 months!
                       Cloud-based for
 Only tool to link     easy access and                                             Nine components
 process adherence     flexibility!                                                of intellectual
 to cyber issues!                                                                  property form basis!




                                           Proprietary                                                    6
                       Exclusive Property of Operational Productivity Tool, Inc.
Overview                                                                                             OPTI
                                                                                                     Connectivity

What Are Other Revenue Streams?
                                                                               Drill Down Diagrams
  • Database studies for clients
  • Positioning analysis for sales and
    divestitures
  • Referral fees to other service
    providers (e.g.: CRM tools)
  • Rerunning of Sustainability and
    Optimizer
  • Training new users/retraining
    veteran users




                                                 Proprietary                                                7
                             Exclusive Property of Operational Productivity Tool, Inc.
The OPTI Methodology                                                                                          OPTI
                                                                                                              Connectivity

OPTI Foundation
                 Eight Core Systems
                                                                           Operations
                      New
                     Product
                       Dev.
     Customer                                                                               Mission Critical Processes
                                     IT
       Care
                                                                                            MRPS (Material/Resource
                     Mission                                                                Replenishment)
                      Vision                                                                Utilization
Marketing            Culture            Operations
                    Alignment
                                                                                            Training

     Finance &                   Human
     Accounting                 Resources                                                   Loading
                      Sales


                                                    Proprietary                                                      8
                                Exclusive Property of Operational Productivity Tool, Inc.
The OPTI Methodology                                                                                       OPTI
                                                                                                           Connectivity

MCPs Overview
 Every Company has 18-26
 MCPs

 Core         Mission Critical
                                                                                     Many MCPs have Sub-
 System          Process
                                                                                     Processes
 Operations       Loading
                                                                                           MRPS Sub Process
 Operations      Utilization
                                                                                            Operational Sales
 Operations       MRPS
 Operations       Training                                                                        Flow

 Marketing         Brand                                                                        Planning
 Marketing       Dimension

 Marketing        DEP/DMP

 Marketing     Communication
                                                   Proprietary                                                    9
                               Exclusive Property of Operational Productivity Tool, Inc.
OPTI Sustainability
Sustainability                                                                                                                      OPTI
                                                                                                                                    Connectivity

Process Flow
                                                    Sustainability
                             x    Sustainability                                                                 Step 1
                         p ro y    Database
                       ap ns b
                     f
                 t o tio /
             lec ues tem
                                                        Quickly
           Se 0 q ys le                                                                               ach        Review
              0
           15 ore stry/
                C du
                        S ro                           Determine:                                 w e nt
                                                                                               vie clie          Surveys
                                                                                            to
                   in                                                                 i lity y for
                                                                                    Ab rve
                                                       All surveys                     su
                                             • Will I survive?
                                                       aggregated
                                                            to                                                   Step 2
                                                          central                              Record and
                                        Record          database                             tabulate scores
                                                                                                                Score each     Generate
                                             • Where are my
                                     answers from
                                       Surveys         Sustainability                                            MCP and      Sustainability
                                                        Database                            Ru                  Sub Process     Report
                                               Ops /Security                                   n
                                                                                             sim succ
                                                                                                 ula ess
                                               Issues?                                         sc tion /failu
                                                                                                  o r s o re
                                                                                                     es n        Step 3


                                             • Am I NIST and                                                     Validate
                                               207001                                                           Success or
                                                                                                                 Failure
                                               compliant?
                                                                       Proprietary                                                             11
                                                   Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                        OPTI
                                                                                      Connectivity

Sustainability Dashboard
                                                           ™ &©




                 Sustainability starts at the
                 Sustainability Dashboard!
                     We are now going to
                     focus on and expand
                      the lower section of
                        this dashboard:



                                              Proprietary                                   12
                          Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                      OPTI
                                                                                    Connectivity

Sustainability Dashboard
                                                         ™ &©

                  The lower section of the Sustainability
                 Dashboard enables the Licensee to move
                   step-by-step through a on these Icons:
                         First, we’ll focus Sustainability
                                  Project.




                                            Proprietary                                   13
                        Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                       OPTI
                                                                                     Connectivity

Sustainability Dashboard
                                                          ™ &©

                 These activity icons were built to easily identify
                 the different steps within Sustainability, taking
                     They are:
                 the Licensee to the appropriate screens to
                 perform the necessary activities.




                                             Proprietary                                   14
                         Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                OPTI
                                                                              Connectivity

Sustainability Dashboard
                                                   ™ &©


                                 Select and run
                                                        Review Survey
                            Run Analytics
                                  report from
                         PerformScoringRobust Set up answers side-by-
                              on OPTI’s
                 Add a new
                         Surveys Report set     Surveys side and score
                  Survey                                   Processes




                                      Proprietary                                   15
                  Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                         OPTI
                                                                                       Connectivity

Add A New Survey
                                                            ™ &©

       Adding Surveys is set up to be
       intuitive and easy using a series start with
                              Let’s first of
       standard drop down menus. new surveys.
                              adding




                                               Proprietary                                   16
                           Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                          OPTI
                                                                                        Connectivity

Add A New Survey
                                                             ™ &©


                 The Licensee then needs to select from the
                    As the Sustainability Surveys are first
                 drop down menus to further create the
                    based on Industry Drivers, the
                 targeted survey.
                    Industry is pre-loaded from setup.




 Select first Next, the Level within
                Finally, in some cases there is a
 from one of thespecific role within the Core
                 Company who
                 be surveyed –
 the Eight willBusiness System that can be
 Core         Owner/Executive/
                selected, otherwise leave as
 Systems. Manager/Employee.
                General.

                                                Proprietary                                   17
                            Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                           OPTI
                                                                                         Connectivity

Add A New Survey
                                                              ™ &©

          But before we continue
          filling out the Survey
      After selecting the
          schedule data, let’s first
      proper criteria, by hitting
          go to the Set Up
      the Add Survey icon, a
      newSurveys icon and click it
            row will be added
      to the set up a formal
          to list.
          Survey Schedule.




                                                 Proprietary                                   18
                             Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                           OPTI
                                                                                         Connectivity

Setting Up Surveys
                                                              ™ &©




    The Setting Up Surveys page allows
    the Licensee to build all of the key
    logistics around the actual activity of
     Manage Surveyees
    performing the surveys, which
     enables the Licensee
    includes:
     to add the names and
     pertinent data of
     those who will be
     surveyed.




                                                 Proprietary                                   19
                             Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                            OPTI
                                                                                          Connectivity

Setting Up Surveys
                                                           ™ &©




 Manage Locations                                                        Manage Survey
 enables the Licensee                                                    Schedule enables the
 to add which rooms/                                                     Licensee to add times
 locations of where the                                                  in which the Surveys
 Surveys will be                                                         will be conducted.
 conducted.


                                              Proprietary                                       20
                          Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                    OPTI
                                                                                  Connectivity

Add A New Survey
                                                       ™ &©

                 The data from setting up surveys will now
                 show up in drop down menus in the
                 scheduling section of the Add Survey table
                 for which the Licensee can now select.




                                          Proprietary                                   21
                      Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                OPTI
                                                                              Connectivity

Perform Surveys
                                                   ™ &©

                                                    Can additionally click
                                           Let’s now click the Perform
                                                    on the Icon on the
                                           Surveys Icon to get to the
                                                    side to get to the
                                           actual surveys.
                                                    Perform Survey page.




                                      Proprietary                                   22
                  Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                 OPTI
                                                               Connectivity

Perform Surveys
                             The results of the collective Surveys
                             determine whether the Core
                                    Based on the inputs, OPTI will
                             Infrastructure of the penetrating
                                    return a set of Client is managing
                             by Best Practices, by which: by
                                    survey questions vetted
                             -Mission Critical Processes/Sub
                                    industrial psychologists and
                       Plus modifying the are defined and published.
                             Processes
                                    leveraging interrogation
                 Based on the profile of each
                       additional criteria are trained on those
                             -Resources
                                    techniques for the specific
                 resource at the Client site
                             processes. Resource.
                                    Client
                             -Resources are managed against the
                             processes.
                             -Resources are measured against
                             those processes.
                             -Processes are redesigned.

                                                                     23
Sustainability                           OPTI
                                         Connectivity

Perform Surveys
                  By clicking on a Primary
                  Question on the survey.




                                               24
Sustainability                                OPTI
                                              Connectivity

Perform Surveys   The tool reveals drill
                  down questions in
                  support of the Primary
                  Question.

                  These Secondary and
                  Tertiary Questions serve
                  to both provide follow up
                  questions as well as to
                  indicate the types of
                  information the Licensee
                  should be looking for in
                  the Primary Question.



                                                    25
Sustainability                                      OPTI
                                                    Connectivity

Perform Surveys
                 By selecting the Pen Icon at the
                 right, the Surveyor can add the
                 answer directly under the
                 question, either in real time or
                 from notes.




                                                          26
Sustainability                                                                                        OPTI
                                                                                                      Connectivity

Perform Surveys
                                                                         ™ &©




                       The OPTI Cyber Security Survey is
                       In conjunction with the Sustainability
       Risk Impact NIST SP 800-53to first identify the level of Risk
                 designed Qualifying Questions
               Surveys, OPTI can also perform an in-depth
                      Impact of the Client data – High “H”,
                   Survey withinformation systems in fixed, resource to
                   Are your corporate a designated IT physical facilities complexes or
                   locations? Medium “M” or Low “L”.
       HML
                    assess, based on NIST standards, the
       HML         Is theCyber Security corporate information system relatively persistent?
                         data/information in your risks of the Client.

                  Is any of your user data/information processed on your corporate information
       HML        system not sharable with other users who have authorized access to the same
                  system?

       HML        Are your corporate information systems networked?

       HM         Are your corporate information systems general purpose in nature?
                  Does your organization have the necessary structure, resources and infrastructure
       HML        to implement the required information system controls?

                                                            Proprietary                                     27
                                        Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                                               OPTI
                                                                                                             Connectivity

Perform Surveys
                                                                                  ™ &©
                                                                                 Questions
             Question


                        Question
                         Parent
    Cat Id



               Id


                           Id                                                      Primary


   AT         AT-5
                  Once the the organization establish established,contact with selected groups and
                         Does
                                Risk Impact is and institutionalize current security-related information
                         associations within the security community to share
                                                                                OPTI
                 will generatethreats,appropriate incidents? Standard
                         including the vulnerabilities, and NIST

   AT
                   Questions for thethecomprehensive andongoing security education and
                        The Survey isLicenseeinstitutionalize contact with selected groups and
                         Does the organization establish and
             AT-5a AT-5 associations within
                                                                to perform on
                                                  security community to facilitate
                                                                                    will
                    identify issues that need to be Security in
                     the Client to establish level of addressed
                         training for organizational personnel?

   AT
                     order to theNIST establish and institutionalize contact with selected groups and
                         Does the organization
                  protecting be within thecertified. OPTI will currency with recommended
             AT-5b AT-5 associations Client’s intellectual maintain
                                                  security community to property.
                                                                                   in turn
                      be able to provide options for resolution of
                         security practices, techniques, and technologies?
                         Does the organization develop, disseminate, and review/update at least annually or
                                           any key issues.
                         whenever a significant information system configuration change is made a formal,
   AU        AU-1             documented audit and accountability policy that addresses purpose, scope, roles,
                              responsibilities, management commitment, coordination among organizational entities,
                              and compliance?
                              Does the organization develop, disseminate, and review/update at least annually or
                              whenever a significant information system configuration change is made formal,
   AU        AU-1a       AU-1
                              documented procedures to facilitate the implementation of the audit and
                              accountability policy and associated audit and accountability controls?
                                                                     Proprietary                                   28
                                                 Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                OPTI
                                                                              Connectivity

Perform Surveys
                                                   ™ &©




                    From the Reports page,
                    the Licensee can
                    download Surveys in
                    either Portrait or
                    Landscape.




                                      Proprietary                                   29
                  Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                    OPTI
                                                                                  Connectivity

Perform Surveys
                                                   ™ &©




                                                                 Downloading Surveys
                                                                 provides additional
                                                                 flexibility –Licensee
                                                                  Once the multiple
                                                                 formats – and allows
                                                                  fills in the Survey
                                                                 the Surveys toanswers
                                                                  answers, the reside
                                                                 locally duringuploaded
                                                                  can then be an
                                                                 interview. OPTI.
                                                                  back into




                                      Proprietary                                       30
                  Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                                         OPTI
                                                                                                       Connectivity

Perform Surveys
                                                                         ™ &©

  Mission Critical Process   Identified Gap
  MRPS                                                          In addition, through the
                             Operations is not involved with any of the sales and marketing efforts

  MRPS                       Significant number of SKUs         interview, there will be key
  MRPS                                                          anecdotal take-aways of
                             Too many real time schedule updates/changeovers

  MRPS                       Schedule is given at most a day in issues that less
                                                                 advance, many times have been

  MRPS                                                          uncovered. These “Gaps
                             No formal system for addressing the scrap on the floor

  MRPS                                                          and Disconnects” will be
                             Short runs continually disrupt ongoing operations

                             Too many idle/fallow machines
  Utilization                                                   recorded by Mission
  Utilization                Mainly only one shift exists at plant creating direct labor absorption issues
                                                                Critical Process and
                             Significant numbers of changeovers create a great deal of downtime (40% to 60%)
  Utilization                                                   uploaded for review. They
                                                                will form the basis for the
                                                                eventual identification of
                                                                financial leakages.

                                                            Proprietary                                        31
                                        Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                               OPTI
                                                                             Connectivity

Review Survey Answers Side By Side
                                                  ™ &©



                        Let’s now click the Review Survey
                        Answers Side by Side Surveys Icon
                        to review Survey answers.




                                     Proprietary                                   32
                 Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                          OPTI
                                                                                        Connectivity

Review Survey Answers Side By Side
                                                             ™ &©



 The scoring
            Reviewing Survey Answers Side By Side allows
                         Final Scores are inputted
 definitions are
            the Licensees engaged on the which to review
                         into specific fields, project
 available if they
            all of the answers, by Mission the OPTI
                         then are added to Critical Sub
 are needed.
            Process for database for calculations of
                          each Survey. Thus, each answer is
            considered when providing the final scoring for
                         Company Survivability,
            the Sub Processes. and reporting.
                         analytics




                                                Proprietary                                   33
                            Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                          OPTI
                                                                                        Connectivity

Run Analytics On Surveys
                                        Now let’s click the Run
                                          ™                     &©




                                        Analytics on Surveys
                                        Icon to get drill down
          Analytics are built on the    and play with the results.
          premise that, while all Mission
          Critical Processes are inter-
          related, certain Mission Critical
          Processes, based on Industry,
          will have more of an impact
          than others.




                                                Proprietary                                   34
                            Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                               OPTI
                                                                             Connectivity

Run Analytics On Surveys
                                    The Probability of Success
                                    S-Curve measures, based
                                Theon the OPTI database of
                                     Analytics Dashboard
                                enables companies, the
                                    540 the Licensee to
                                manipulate different Mission
                                    likelihood that the Target
                                Critical Processessucceed or
                                    Company will and Sub
                                Processes to determine the
                                    fail based on its scores
                                impact, either positively or
                                    and OPTI’s proprietary
                                negatively, of changing,
                                    Logical Regression
                                increasing or decreasing,
                                    analysis.
                                the score.



                                     Proprietary                                   35
                 Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                    OPTI
                                                                                  Connectivity

Run Analytics On Surveys
                        The Probability of
                 By manipulating Mission
                        Success will change
                        This helps the Licensee
                 Critical Process or Sub
                        enabling the Licensee to
                 Process scores. where
                        understand
                        see the relative impact of
                        operational improvements
                        positive or negative
                        will have the most positive
                        changes.
                        impact.




                                          Proprietary                                   36
                      Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                               OPTI
                                                                             Connectivity

Select And Run Reports
                                                  ™ &©



                        Let’s now click the Select and Run
                        Reports Icon to review Survey
                        answers.




                                     Proprietary                                   37
                 Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                               OPTI
                                                                             Connectivity

Select And Run Reports
                                                  ™ &©

                              OPTI has a robust menu of
                              Reports that a Licensee can
                              select.
                              The Sustainability Template
                              Report captures all the data
                              in the Surveys and
                              aggregates it up to an easy
                              to use and comprehensive
                              report.




                                     Proprietary                                   38
                 Exclusive Property of Operational Productivity Tool, Inc.
Sustainability                                                                       OPTI
                                                                                     Connectivity

Select And Run Reports
                                                         ™ &©

                                                                   The Template is
                                                                    The Report is easily
  Graphs and tables                                                organized in a very
                                                                    downloaded by the
  are easy to read,                                                structured manner, with
                                                                    Licensee; it contains
  provide powerful                                                 standard wording that
                                                                    standard information
  insights into the                                                can be added.
                                                                    in which the
  client and are auto                                               Licensee needs only
  generated.                                                        to add and edit
                                                                    wording.




                                            Proprietary                                    39
                        Exclusive Property of Operational Productivity Tool, Inc.
OPTI Optimizer
Optimizer                                                                                                                  OPTI
                                                                                                                           Connectivity

Process Flow
                                                     Optimizer
                                                                                                        Compare
                            Optimizer                                                                    Target to
                        t’s Database
                       e ts
                                           Seamlessly Report:                                          Best-in-Class
                  a rg
             ess T temen
        Acc ial Sta
       Fin
           anc                             • How do I rate
                                                                                                       Identify Delta
                                             against my peers?                                           between
                                                                                                       Best-in-Class
                              Financial                               Transaction                       and Target
                             details and   • Howdudo I drive
                                                       stry            Database                                         Generate
                                                 ss in ata by                                                           Optimizer
                                ratios      Acce nal d
                                              value?rofile
                                                  io                                                                     Report
                                             nsact
                                           tra         lp
                                                        ia
                                                   inanc
                                             size/f                                                      Generate
                                           • How do I correct                                              “Like
                                                                                                       Transactions”
                                             cyber                                                        Detail
                                             vulnerabilities?

                                                               Proprietary                                                          41
                                           Exclusive Property of Operational Productivity Tool, Inc.
Optimizer                                                                    OPTI
                                                                             Connectivity

Optimizer Reporting
                                                 Optimizer, is a reporting tool
                                                that compares a set of Client
                                                 Company financial ratios to
                                               those that are Best-in-Class in
                                                the industry to determine the
                                                  size of the Delta and thus
                                                     potential opportunity.




                                     Proprietary                                   42
                 Exclusive Property of Operational Productivity Tool, Inc.
Optimizer                                                                                                   OPTI
                                                                                                            Connectivity

Optimizer Reporting
                                                                                 ™ &©
    Financial Ratios                                   12/31/2010                   12/31/2011
    Current
    Quick
                                                             1.2
                                                             0.5
                                                                                AAll2.6 feedare calculated
                                                                                 Financial data can be auto
                                                                                      Ratios will seamlessly
                                                                                   data
                                                                                     0.9
    Sales/Receivables                                        8.0                 loaded, depending on the
                                                                                  with the same inputs
                                                                                pull11.2
                                                                                      industry Best-in-Class
    Cost of Sales/Inventory
    Cost of Sales/Payables
                                                             4.3
                                                             8.9
                                                                                data based onData Feed and
                                                                                 format or manually loaded
                                                                                  between the Revenue
                                                                                     6.6
                                                                                    18.5
    Sales/Working Capital                                    8.7
                                                                                 into the Optimizer Financial
                                                                                  the OPTI Template to for
                                                                                Range and NAICS Code
                                                                                     5.0
    EBIT/Interest                                            2.5                comparisonRatios are auto
                                                                                 Template. with the target
                                                                                  ensure complete
                                                                                    17.3
    Net Profit + Depr., Dep., Amort./Cur. Mat
    L/T/D
                                                             6.1                 calculated.
                                                                                  consistency.
                                                                                Client.
                                                                                    20.8

    Fixed/Worth                                              0.7                          0.4
    Debt/Worth                                               4.0                          0.7

    % Profit Before Taxes/Tangible Net Worth                11.1                         52.7

    % Profit Before Taxes/Total Assets                       3.3                         10.4
    Sales/Net Fixed Assets                                   6.3                         17.1
    Sales/Total Assets                                       2.1                          2.8
    % Depr., Dep., Amort./Sales                              2.9                          0.9
    % Officers, Directors, Owners/Sales                      5.2                          2.4


                                                                    Proprietary                                   43
                                                Exclusive Property of Operational Productivity Tool, Inc.
OPTI Roadmap
Roadmap                                                                                                                                                                         OPTI
                                                                                                                                                                                Connectivity

Process Flow
                                                                                         Roadmap
     Sustainability                                               Roadmap
      Database                                                    Database
                                                       la   te
                                                                                       Rapidly                                                         Roadmap
                                                    mp                                                                                                 Database
                                          a   pT
                                                e                                    Understand:




                                                                                                                                       Da adm ta in
                                       dm




                                                                                                                                                                  Re ener
                                  oa




                                                                                                                                         tab ap
  Access COA                  R




                                                                                                                                        Ro e da




                                                                                                                                                                    po ate
                                                                                                                                                                    g
                           ss




                                                                                                                                                e
                        ce




                                                                                                                                              as
  and Gaps &




                                                                                                                                                                      rt t
                      Ac
                                                                               • How muchcost is




                                                                                                                                            r
                                                                 Review Gaps             Calculate$




                                                                                                                                        Sto
  Disconnects




                                                                                                                                                                          obd
                                                                      &




                                                                                                                                                                            e
                                                                                       potential
                                                                 Disconnects
                                                                   by Core
                                                                                 leaking? line
                                                                                        savings via
                                                                                         COA
                                                                   System                            items
                                                                                                                                     Fill in Roadmap
                                                                               • What do I attack                                    templates with
                                                                                                                                                                     Generate
                                                                                                                                                                     Roadmap
                                                                                                                                       cost savings
                                                                    Export
                                                                   selected
                                                                                 first? Prioritize                                      information
                                                                                                                                                                      report

                                                                    Gaps &                         Gaps &
                                                                 Disconnects                     Disconnects
                                                                 to Roadmap
                                                                   Template
                                                                               • How do I test for
                                                                                 cyber
                                                                                 intrusions?
                                                                                             Proprietary                                                                              45
                                                                         Exclusive Property of Operational Productivity Tool, Inc.
Roadmap                                                                                                                    OPTI
                                                                                                                           Connectivity

Roadmap Reporting
                                                                                        ™ &©
    MCP                       Rating   Detail
   Mission Critical Process                      Identified Gap                Remember in Sustainability, we
    Brand
                                                                             Second we recorded the Gaps
                                       Very few MCPs or Sub MCPs are documented
                                       Very few company resources are trained
   MRPS                                                                        first scored Processes against
                                                 Operations is not involved with any of the sales and marketing efforts
                               3.00    CSFs are managed
                                                                             and Disconnects that are
                                       Very few checklists are followed/very little accountability is set/very few
   MRPS                                          Significant number of SKUs    adherence to Best Practice on
                                                                             hindering Best Practice, these
                                       Documented systems are rarely, if ever, reviewed, modified or adjusted
                                       Very few documented processes achieve their goals and objectives
                                                 Too many real time schedule updates/changeovers
   MRPS                                                                        a Scale of 1 to 10.
    Dimension
   MRPS                                          Schedule is given at most a day advance, many times statements
                                       Most MCPs or Sub MCPs are documented  areinthe stories, less
                                       On average company resources are trained
   MRPS                                On average checklists are followed/onwithin the Survey responses
                                                 Significant amounts of product in accountability is set/on
                                                                              average storage
                               7.00    average CSFs are managed
   MRPS                                On average systems are reviewed, modified or adjusted ondirectly relate to
                                                                             that both a standard
                                                 No setup before first shift, creating downtime before production
                                       schedule
   MRPS                                On average processes achieve their goals and objectivesand take down also provide
                                                 No checklists exist, particularly for set issues but
                                                                             Client up
    Communication                      Very few MCPs or Sub MCPs are documented
   MRPS                                Very few company loading is are trained coordinated/operations will get materials the
                                                 Station resources not alwayssupporting evidence for
                                       Very few checklists are followed/very little accountability is set/very few
   MRPS                        3.33    CSFs are managed                      scoring of adherence to Best
                                                 No formal system for addressing the scrap on the floor
                                       Documented systems are rarely, if ever, reviewed, modified or adjusted
   MRPS                                                                      Practices.
                                                 Short runs continually disrupt ongoing operations
                                       Very few documented processes achieve their goals and objectives
   Utilization                                  Too many idle/fallow machines
    Weighted                           Very few MCPs or Sub MCPs are documented
    Average                            Very few companyonly one shifttrained at plant creating direct labor absorption issues
                                                 Mainly resources are exists
   Utilization                         Very few checklists are followed/very little accountability is set/very few
                               3.37    CSFs are managed
                                                 Significant numbers of changeovers create a great deal of downtime (40% to 60%)
                                       Documented systems are rarely, if ever, reviewed, modified or adjusted
   Utilization
                                       Very few documented processes achieve their goals and objectives

                                                                           Proprietary                                             46
                                                       Exclusive Property of Operational Productivity Tool, Inc.
Roadmap                                                                                                           OPTI
                                                                                                                  Connectivity

Roadmap Reporting
                                                                       ™ &©

 OPTI Roadmap Master Template

                                                         Roadmap’s foundation is a set of
 Factor Category    Factor                               proprietary algorithms Months 24 Months
                                                          The Roadmap Months 18 based on
                                                              Max  6 Months 12 Master Template


                    Excess Movement                       is3.00%OPTI’s comprehensive 3.00%
                                                              designed to provide a
                                                                     0.50%    2.00% 2.00%

 Direct Labor
                    Theft                                 detailed0.10% of identifying the
                                                             experience 0.30% of all 0.50%
                                                             0.50%    accounting 0.30%
                    Safety
                    New Product Development
                                                           financial Leakages issues 2.00%
                                                             2.00%
                                                             3.00%
                                                                     0.50%
                                                                     0.50%
                                                                              1.50%
                                                                              2.00%
                                                                                    1.50%
                                                          Financial impacts of due to and
                                                                                    2.00% 3.00%
                    Scrap                                 breaks within Client them into
                                                              successfully 1.50% processes.
                                                             1.50%   0.50%    tying 1.50% 1.50%

 Direct Material
                    Material Cost                            3.00%   1.00%
                                                                           savings. 2.50%
                                                                              2.50%       3.00%
                    Lazy Inventory                              1.00%            1.00%            1.00%   1.00%    1.00%
                    New Product Development                     3.00%            0.50%            2.00%   2.00%    3.00%
                    Utilization                                 3.00%            0.50%            2.00%   2.00%    3.00%
                    Plant Loading                               1.00%            1.00%            1.00%   1.00%    1.00%
 Factory Overhead
                    Personnel                                   2.00%            0.50%            1.50%   1.50%    2.00%
                    New Product Development                     3.00%            0.50%            2.00%   2.00%    3.00%




                                                          Proprietary                                                   47
                                      Exclusive Property of Operational Productivity Tool, Inc.
Roadmap                                                                                                           OPTI
                                                                                                                  Connectivity

Roadmap Reporting
                                                                       ™ &©

 OPTI Roadmap Master Template                                In Roadmap, we take both the
                                                             Each Financial Mission is
                                                             Scores of each LeakageCritical
                                                             OPTI tracks 16 standard
                                                             directlyMonths to Months 18 Months 24 Months
                                                             Processtied 12 a specific can &  Line
 Factor Category    Factor
                                                             Financialand pertinent Gaps
                                                               Max  6
                                                                          Leakages that
                                                             Item on a Client’s tie them into
                                                             Disconnects,aand financial
                    Excess Movement                          occur within 2.00%
                                                              3.00%   0.50%    Company, many
                                                                                        2.00%     3.00%
                                                             statement.
                                                             actual Financial Leakages. 0.50%
 Direct Labor
                    Theft                                    of which are listed below.
                                                              0.50%   0.10%   0.30%     0.30%
                    Safety                                      2.00%            0.50%            1.50%   1.50%    2.00%
                    New Product Development                     3.00%            0.50%            2.00%   2.00%    3.00%
                    Scrap                                       1.50%            0.50%            1.50%   1.50%    1.50%
                    Material Cost                               3.00%            1.00%            2.50%   2.50%    3.00%
 Direct Material
                    Lazy Inventory                              1.00%            1.00%            1.00%   1.00%    1.00%
                    New Product Development                     3.00%            0.50%            2.00%   2.00%    3.00%
                    Utilization                                 3.00%            0.50%            2.00%   2.00%    3.00%
                    Plant Loading                               1.00%            1.00%            1.00%   1.00%    1.00%
 Factory Overhead
                    Personnel                                   2.00%            0.50%            1.50%   1.50%    2.00%
                    New Product Development                     3.00%            0.50%            2.00%   2.00%    3.00%




                                                          Proprietary                                                   48
                                      Exclusive Property of Operational Productivity Tool, Inc.
Roadmap                                                                                                     OPTI
                                                                                                            Connectivity

Roadmap Reporting
                                                                         ™ &©

 OPTI Roadmap Master Template



 Factor Category      Factor                                       Max          6 Months
                                                                                           Based onMonths 24 Months
                                                                                            12 Months 18
                                                                                                          the
                                                                                      potential gains from
    Based on theExcess Movement
 OPTI then is able to calculate,
                       Sustainability
                     Theft
                                                                  3.00%
                                                                  0.50%
                                                                                   0.50%
                                                                                   0.10%
                                                                                         fixing Financial 3.00%
                                                                                              2.00%
                                                                                              0.30%
                                                                                                        2.00%
                                                                                                        0.30% 0.50%
 Direct Labor
  using proprietary algorithms,
          Scoring, Roadmap will
                     Safety                                       2.00%            0.50%Leakages, 1.50%
                                                                                              1.50%      OPTI 2.00%
 the potential savings Development
                     New Product
  calculate and identifyfor each
                     Scrap
                                    the Max                       3.00%
                                                                  1.50%
                                                                                   0.50%
                                                                                   0.50%
                                                                                              2.00%
                                                                                              1.50%
                                                                                                        2.00%
                                                                                    provides the flexibility
                                                                                                        1.50%
                                                                                                              3.00%
                                                                                                              1.50%
 period should these Financial
         savings forMaterial Costof the
                       each                                       3.00%            1.00% to prioritize the 3.00%
                                                                                              2.50%     2.50%
 Direct Material
           Financial Lazy InventoryDevelopment
            LeakagesLeakages.
                       be fixed.                                  1.00%
                                                                                       different Leakages1.00%
                                                                                   1.00%      1.00%     1.00%
                     New Product                                  3.00%            0.50%      2.00%     2.00% 3.00%
                      Utilization                                 3.00%                into a schedule of 3.00%
                                                                                   0.50%      2.00%     2.00%

 Factory Overhead
                      Plant Loading                               1.00%                action plans for its 1.00%
                                                                                   1.00%      1.00%     1.00%
                      Personnel                                   2.00%            0.50%      1.50%     1.50% 2.00%
                      New Product Development                     3.00%            0.50%  fourth Module, 3.00%
                                                                                              2.00%     2.00%
                                                                                                Retool.

                                                            Proprietary                                           49
                                        Exclusive Property of Operational Productivity Tool, Inc.
Roadmap                                                                     OPTI
                                                                            Connectivity

Roadmap Reporting
                                          As a result, Roadmap,
                                       provides a dollar value to the
                                      Financial Leakages tied to the
                                      Financial Statements, which in
                                       turn enables the Licensee to
                                           provide a true Value
                                      Proposition to the Client on the
                                        impact of implementing an
                                              OPTI solution.




                                    Proprietary                                   50
                Exclusive Property of Operational Productivity Tool, Inc.
OPTI Retool
Retool                                                                                                                                OPTI
                                                                                                                                      Connectivity

Process Flow
                                                                            Retool
         Roadmap                                     Retool                                             Retool
         Database                                   Database                                           Database
                               p
                                     ess ate
                                 ro c e m p l
                                              s
                                                                      Thoroughly
                             ss e t
                          cce selin cess                              Complete:




                                                                                                                  R e n e ra
                        A ba        ro
                                b-p




                                                                                                                     ge
                         ing




                                                                                                                     por
      Access           pp by su
                    ma




                                                                                                                         t to ed
     Roadmap
                                                             • How do Review my




                                                                                                                             t
                                                                       I fix




                                                                                                                              be
      Reports
                                                   Review
                                                  Roadmap
                                                   Reports
                                                               issues? baseline
                                                                                   processes

                                                                                                                                      Manage,
                                                           • How do I ensure                                         Publish
                                                                                                                   processes &
                                                                                                                                      Measure,
                                                                                                                                      Redesign
                                             Configure CSF/
                                                             ongoing growth?                                       MSLs/CSFs
                                                                                                                                   processes/track
                                             KPI templates to                                                                        CSFs/KPIs
                                                 measures                            Update
                                              (Roadmap and
                                               standard list)
                                                             • How do I              baseline
                                                                                    processes
                                                               mitigate risk?

                                                                         Proprietary                                                           52
                                                     Exclusive Property of Operational Productivity Tool, Inc.
Retool                                                                                                           OPTI
                                                                                                                 Connectivity

Process Flow
                        Each Mission Critical Sub Process is mapped
                                          Salary Total
Activity                  Owner Mins.
                        Currently a Baseline Process in both an
                                     as (FL) development, the Retool Module
                                            in Cost
MRPS                   provides a comprehensive fix. It a Flow Chart,
                        Owner/Cost/Tabular format and first resolves
                       the issues identified in Roadmap by providing
Long Term Production Plan ID Material Requirements with one another -- changes and
                       which interact
Input six week/ future     tweaks made to onebased oninto the other.
                                 a proscribed fix, will flow the Core
sales projections into
Sales Database         System/Mission Critical Process. At the same
                        J. Doe      10    $50.00   $8.33

Calibrate scheduled
orders over six weeks
                            time, Retool$75.00building a Process-Based
                        J. Doe      90    $50.00
                                                    is
Determine under                                         foundation.
utilization of Machines   W. Smith   90   $35.00    $52.50


Access six week/future
sales projections         CFTeam     45   $250.00   $187.50

Calibrate six weeks
sales projections with
parts needed              CFTeam     45   $250.00   $187.50


Email invite and Matrix to
Company Management         CFTeam    3    $250.00   $12.50
TOTAL                                               $536.33
                                                                         Proprietary                                   53
                                                     Exclusive Property of Operational Productivity Tool, Inc.
Retool                                                                                                          OPTI
                                                                                                                Connectivity

Process Flow
                                                                    ™ &©



 Activity           Actual                                                 CSF                 Action Plan

 Locked in          70% Finally, interconnected Dashboards of in next two weeks
                                                 100%      Finalize
 supplier pricing                                          or fire supplier
                        Critical Success Factors will tie into the
 AR collection           Mission Critical Processes days enable gaps, provide
                    27 days                      25 and Analyze
                       robust tracking of progress to the terms to holdouts
                                                           Client’s
 1-999              3 days
                          Goals and Objectives as laid out via plan, exceeded
                                                 2.5 days No action
 production                            Roadmap!            target
 schedule
                                                                           2 days              Re-review of process,
 Quote to sales     5 days
                                                                                               clean up gaps and issues
 Email server       89%                                                    98%                 Schedule server
 uptime                                                                                        downtime, perform full
                                                                                               maintenance

                                                       Proprietary                                                    54
                                   Exclusive Property of Operational Productivity Tool, Inc.
Contact Information        OPTI
                           Connectivity

How Do You Contact OPTI?

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Opti product demo 9.20.12-audio-bank

  • 1. OPTI ™© Driving Profitability And Security Through Process Product Demo Proprietary Exclusive Property of Operational Productivity Tool, Inc.
  • 2. Overview OPTI Connectivity What Is OPTI? OPTI is a Cloud-based tool that bridges Operational and Cyber Risk Mitigation Proprietary 2 Exclusive Property of Operational Productivity Tool, Inc.
  • 3. OPTI Overview OPTI Connectivity How Does OPTI Do It? Takes ISO to the OPTI is the Identifies $$ next level wasted first tool that links O Cyber Operations Operational / P CyberFinancial and T Operations Cyber / I Prioritizes gaps to Security Predicts company improve earnings leakages or mission success Proprietary 3 Exclusive Property of Operational Productivity Tool, Inc.
  • 4. Overview OPTI Connectivity What Will OPTI Do For You? • Drive Bank fees – Increase to bottom line up to 10% of Robust Analysis Revenue – Average 6% productivity increase • Helps client build sustainable platform for growth – Develops process-based infrastructure – Redesigns profitability-focused metrics • Enhances security of their intellectual capital – Protects data and networks – Estimated $1 Trillion of Intellectual Property has been lost Proprietary 4 Exclusive Property of Operational Productivity Tool, Inc.
  • 5. Overview OPTI Connectivity What Will OPTI Do For You? Core Systems • Increases your product offering & fee revenue – Quickly grows a structured consulting practice • Builds competencies fast – Leverages experience and data from multiple industries • Easy to evaluate loan prospects – Add on features and referrals – Value proposition enables profit sharing • Create additional fee income streams – User training completed in one day – Multiple engagements can be run at once Proprietary 5 Exclusive Property of Operational Productivity Tool, Inc.
  • 6. Overview OPTI Connectivity What Makes OPTI Unique? Accurate results in Intuitive and easy 40 years of “seeing days not weeks or to use! it all” built into tool! months! Cloud-based for Only tool to link easy access and Nine components process adherence flexibility! of intellectual to cyber issues! property form basis! Proprietary 6 Exclusive Property of Operational Productivity Tool, Inc.
  • 7. Overview OPTI Connectivity What Are Other Revenue Streams? Drill Down Diagrams • Database studies for clients • Positioning analysis for sales and divestitures • Referral fees to other service providers (e.g.: CRM tools) • Rerunning of Sustainability and Optimizer • Training new users/retraining veteran users Proprietary 7 Exclusive Property of Operational Productivity Tool, Inc.
  • 8. The OPTI Methodology OPTI Connectivity OPTI Foundation Eight Core Systems Operations New Product Dev. Customer Mission Critical Processes IT Care MRPS (Material/Resource Mission Replenishment) Vision Utilization Marketing Culture Operations Alignment Training Finance & Human Accounting Resources Loading Sales Proprietary 8 Exclusive Property of Operational Productivity Tool, Inc.
  • 9. The OPTI Methodology OPTI Connectivity MCPs Overview Every Company has 18-26 MCPs Core Mission Critical Many MCPs have Sub- System Process Processes Operations Loading MRPS Sub Process Operations Utilization Operational Sales Operations MRPS Operations Training Flow Marketing Brand Planning Marketing Dimension Marketing DEP/DMP Marketing Communication Proprietary 9 Exclusive Property of Operational Productivity Tool, Inc.
  • 11. Sustainability OPTI Connectivity Process Flow Sustainability x Sustainability Step 1 p ro y Database ap ns b f t o tio / lec ues tem Quickly Se 0 q ys le ach Review 0 15 ore stry/ C du S ro Determine: w e nt vie clie Surveys to in i lity y for Ab rve All surveys su • Will I survive? aggregated to Step 2 central Record and Record database tabulate scores Score each Generate • Where are my answers from Surveys Sustainability MCP and Sustainability Database Ru Sub Process Report Ops /Security n sim succ ula ess Issues? sc tion /failu o r s o re es n Step 3 • Am I NIST and Validate 207001 Success or Failure compliant? Proprietary 11 Exclusive Property of Operational Productivity Tool, Inc.
  • 12. Sustainability OPTI Connectivity Sustainability Dashboard ™ &© Sustainability starts at the Sustainability Dashboard! We are now going to focus on and expand the lower section of this dashboard: Proprietary 12 Exclusive Property of Operational Productivity Tool, Inc.
  • 13. Sustainability OPTI Connectivity Sustainability Dashboard ™ &© The lower section of the Sustainability Dashboard enables the Licensee to move step-by-step through a on these Icons: First, we’ll focus Sustainability Project. Proprietary 13 Exclusive Property of Operational Productivity Tool, Inc.
  • 14. Sustainability OPTI Connectivity Sustainability Dashboard ™ &© These activity icons were built to easily identify the different steps within Sustainability, taking They are: the Licensee to the appropriate screens to perform the necessary activities. Proprietary 14 Exclusive Property of Operational Productivity Tool, Inc.
  • 15. Sustainability OPTI Connectivity Sustainability Dashboard ™ &© Select and run Review Survey Run Analytics report from PerformScoringRobust Set up answers side-by- on OPTI’s Add a new Surveys Report set Surveys side and score Survey Processes Proprietary 15 Exclusive Property of Operational Productivity Tool, Inc.
  • 16. Sustainability OPTI Connectivity Add A New Survey ™ &© Adding Surveys is set up to be intuitive and easy using a series start with Let’s first of standard drop down menus. new surveys. adding Proprietary 16 Exclusive Property of Operational Productivity Tool, Inc.
  • 17. Sustainability OPTI Connectivity Add A New Survey ™ &© The Licensee then needs to select from the As the Sustainability Surveys are first drop down menus to further create the based on Industry Drivers, the targeted survey. Industry is pre-loaded from setup. Select first Next, the Level within Finally, in some cases there is a from one of thespecific role within the Core Company who be surveyed – the Eight willBusiness System that can be Core Owner/Executive/ selected, otherwise leave as Systems. Manager/Employee. General. Proprietary 17 Exclusive Property of Operational Productivity Tool, Inc.
  • 18. Sustainability OPTI Connectivity Add A New Survey ™ &© But before we continue filling out the Survey After selecting the schedule data, let’s first proper criteria, by hitting go to the Set Up the Add Survey icon, a newSurveys icon and click it row will be added to the set up a formal to list. Survey Schedule. Proprietary 18 Exclusive Property of Operational Productivity Tool, Inc.
  • 19. Sustainability OPTI Connectivity Setting Up Surveys ™ &© The Setting Up Surveys page allows the Licensee to build all of the key logistics around the actual activity of Manage Surveyees performing the surveys, which enables the Licensee includes: to add the names and pertinent data of those who will be surveyed. Proprietary 19 Exclusive Property of Operational Productivity Tool, Inc.
  • 20. Sustainability OPTI Connectivity Setting Up Surveys ™ &© Manage Locations Manage Survey enables the Licensee Schedule enables the to add which rooms/ Licensee to add times locations of where the in which the Surveys Surveys will be will be conducted. conducted. Proprietary 20 Exclusive Property of Operational Productivity Tool, Inc.
  • 21. Sustainability OPTI Connectivity Add A New Survey ™ &© The data from setting up surveys will now show up in drop down menus in the scheduling section of the Add Survey table for which the Licensee can now select. Proprietary 21 Exclusive Property of Operational Productivity Tool, Inc.
  • 22. Sustainability OPTI Connectivity Perform Surveys ™ &© Can additionally click Let’s now click the Perform on the Icon on the Surveys Icon to get to the side to get to the actual surveys. Perform Survey page. Proprietary 22 Exclusive Property of Operational Productivity Tool, Inc.
  • 23. Sustainability OPTI Connectivity Perform Surveys The results of the collective Surveys determine whether the Core Based on the inputs, OPTI will Infrastructure of the penetrating return a set of Client is managing by Best Practices, by which: by survey questions vetted -Mission Critical Processes/Sub industrial psychologists and Plus modifying the are defined and published. Processes leveraging interrogation Based on the profile of each additional criteria are trained on those -Resources techniques for the specific resource at the Client site processes. Resource. Client -Resources are managed against the processes. -Resources are measured against those processes. -Processes are redesigned. 23
  • 24. Sustainability OPTI Connectivity Perform Surveys By clicking on a Primary Question on the survey. 24
  • 25. Sustainability OPTI Connectivity Perform Surveys The tool reveals drill down questions in support of the Primary Question. These Secondary and Tertiary Questions serve to both provide follow up questions as well as to indicate the types of information the Licensee should be looking for in the Primary Question. 25
  • 26. Sustainability OPTI Connectivity Perform Surveys By selecting the Pen Icon at the right, the Surveyor can add the answer directly under the question, either in real time or from notes. 26
  • 27. Sustainability OPTI Connectivity Perform Surveys ™ &© The OPTI Cyber Security Survey is In conjunction with the Sustainability Risk Impact NIST SP 800-53to first identify the level of Risk designed Qualifying Questions Surveys, OPTI can also perform an in-depth Impact of the Client data – High “H”, Survey withinformation systems in fixed, resource to Are your corporate a designated IT physical facilities complexes or locations? Medium “M” or Low “L”. HML assess, based on NIST standards, the HML Is theCyber Security corporate information system relatively persistent? data/information in your risks of the Client. Is any of your user data/information processed on your corporate information HML system not sharable with other users who have authorized access to the same system? HML Are your corporate information systems networked? HM Are your corporate information systems general purpose in nature? Does your organization have the necessary structure, resources and infrastructure HML to implement the required information system controls? Proprietary 27 Exclusive Property of Operational Productivity Tool, Inc.
  • 28. Sustainability OPTI Connectivity Perform Surveys ™ &© Questions Question Question Parent Cat Id Id Id Primary AT AT-5 Once the the organization establish established,contact with selected groups and Does Risk Impact is and institutionalize current security-related information associations within the security community to share OPTI will generatethreats,appropriate incidents? Standard including the vulnerabilities, and NIST AT Questions for thethecomprehensive andongoing security education and The Survey isLicenseeinstitutionalize contact with selected groups and Does the organization establish and AT-5a AT-5 associations within to perform on security community to facilitate will identify issues that need to be Security in the Client to establish level of addressed training for organizational personnel? AT order to theNIST establish and institutionalize contact with selected groups and Does the organization protecting be within thecertified. OPTI will currency with recommended AT-5b AT-5 associations Client’s intellectual maintain security community to property. in turn be able to provide options for resolution of security practices, techniques, and technologies? Does the organization develop, disseminate, and review/update at least annually or any key issues. whenever a significant information system configuration change is made a formal, AU AU-1 documented audit and accountability policy that addresses purpose, scope, roles, responsibilities, management commitment, coordination among organizational entities, and compliance? Does the organization develop, disseminate, and review/update at least annually or whenever a significant information system configuration change is made formal, AU AU-1a AU-1 documented procedures to facilitate the implementation of the audit and accountability policy and associated audit and accountability controls? Proprietary 28 Exclusive Property of Operational Productivity Tool, Inc.
  • 29. Sustainability OPTI Connectivity Perform Surveys ™ &© From the Reports page, the Licensee can download Surveys in either Portrait or Landscape. Proprietary 29 Exclusive Property of Operational Productivity Tool, Inc.
  • 30. Sustainability OPTI Connectivity Perform Surveys ™ &© Downloading Surveys provides additional flexibility –Licensee Once the multiple formats – and allows fills in the Survey the Surveys toanswers answers, the reside locally duringuploaded can then be an interview. OPTI. back into Proprietary 30 Exclusive Property of Operational Productivity Tool, Inc.
  • 31. Sustainability OPTI Connectivity Perform Surveys ™ &© Mission Critical Process Identified Gap MRPS In addition, through the Operations is not involved with any of the sales and marketing efforts MRPS Significant number of SKUs interview, there will be key MRPS anecdotal take-aways of Too many real time schedule updates/changeovers MRPS Schedule is given at most a day in issues that less advance, many times have been MRPS uncovered. These “Gaps No formal system for addressing the scrap on the floor MRPS and Disconnects” will be Short runs continually disrupt ongoing operations Too many idle/fallow machines Utilization recorded by Mission Utilization Mainly only one shift exists at plant creating direct labor absorption issues Critical Process and Significant numbers of changeovers create a great deal of downtime (40% to 60%) Utilization uploaded for review. They will form the basis for the eventual identification of financial leakages. Proprietary 31 Exclusive Property of Operational Productivity Tool, Inc.
  • 32. Sustainability OPTI Connectivity Review Survey Answers Side By Side ™ &© Let’s now click the Review Survey Answers Side by Side Surveys Icon to review Survey answers. Proprietary 32 Exclusive Property of Operational Productivity Tool, Inc.
  • 33. Sustainability OPTI Connectivity Review Survey Answers Side By Side ™ &© The scoring Reviewing Survey Answers Side By Side allows Final Scores are inputted definitions are the Licensees engaged on the which to review into specific fields, project available if they all of the answers, by Mission the OPTI then are added to Critical Sub are needed. Process for database for calculations of each Survey. Thus, each answer is considered when providing the final scoring for Company Survivability, the Sub Processes. and reporting. analytics Proprietary 33 Exclusive Property of Operational Productivity Tool, Inc.
  • 34. Sustainability OPTI Connectivity Run Analytics On Surveys Now let’s click the Run ™ &© Analytics on Surveys Icon to get drill down Analytics are built on the and play with the results. premise that, while all Mission Critical Processes are inter- related, certain Mission Critical Processes, based on Industry, will have more of an impact than others. Proprietary 34 Exclusive Property of Operational Productivity Tool, Inc.
  • 35. Sustainability OPTI Connectivity Run Analytics On Surveys The Probability of Success S-Curve measures, based Theon the OPTI database of Analytics Dashboard enables companies, the 540 the Licensee to manipulate different Mission likelihood that the Target Critical Processessucceed or Company will and Sub Processes to determine the fail based on its scores impact, either positively or and OPTI’s proprietary negatively, of changing, Logical Regression increasing or decreasing, analysis. the score. Proprietary 35 Exclusive Property of Operational Productivity Tool, Inc.
  • 36. Sustainability OPTI Connectivity Run Analytics On Surveys The Probability of By manipulating Mission Success will change This helps the Licensee Critical Process or Sub enabling the Licensee to Process scores. where understand see the relative impact of operational improvements positive or negative will have the most positive changes. impact. Proprietary 36 Exclusive Property of Operational Productivity Tool, Inc.
  • 37. Sustainability OPTI Connectivity Select And Run Reports ™ &© Let’s now click the Select and Run Reports Icon to review Survey answers. Proprietary 37 Exclusive Property of Operational Productivity Tool, Inc.
  • 38. Sustainability OPTI Connectivity Select And Run Reports ™ &© OPTI has a robust menu of Reports that a Licensee can select. The Sustainability Template Report captures all the data in the Surveys and aggregates it up to an easy to use and comprehensive report. Proprietary 38 Exclusive Property of Operational Productivity Tool, Inc.
  • 39. Sustainability OPTI Connectivity Select And Run Reports ™ &© The Template is The Report is easily Graphs and tables organized in a very downloaded by the are easy to read, structured manner, with Licensee; it contains provide powerful standard wording that standard information insights into the can be added. in which the client and are auto Licensee needs only generated. to add and edit wording. Proprietary 39 Exclusive Property of Operational Productivity Tool, Inc.
  • 41. Optimizer OPTI Connectivity Process Flow Optimizer Compare Optimizer Target to t’s Database e ts Seamlessly Report: Best-in-Class a rg ess T temen Acc ial Sta Fin anc • How do I rate Identify Delta against my peers? between Best-in-Class Financial Transaction and Target details and • Howdudo I drive stry Database Generate ss in ata by Optimizer ratios Acce nal d value?rofile io Report nsact tra lp ia inanc size/f Generate • How do I correct “Like Transactions” cyber Detail vulnerabilities? Proprietary 41 Exclusive Property of Operational Productivity Tool, Inc.
  • 42. Optimizer OPTI Connectivity Optimizer Reporting Optimizer, is a reporting tool that compares a set of Client Company financial ratios to those that are Best-in-Class in the industry to determine the size of the Delta and thus potential opportunity. Proprietary 42 Exclusive Property of Operational Productivity Tool, Inc.
  • 43. Optimizer OPTI Connectivity Optimizer Reporting ™ &© Financial Ratios 12/31/2010 12/31/2011 Current Quick 1.2 0.5 AAll2.6 feedare calculated Financial data can be auto Ratios will seamlessly data 0.9 Sales/Receivables 8.0 loaded, depending on the with the same inputs pull11.2 industry Best-in-Class Cost of Sales/Inventory Cost of Sales/Payables 4.3 8.9 data based onData Feed and format or manually loaded between the Revenue 6.6 18.5 Sales/Working Capital 8.7 into the Optimizer Financial the OPTI Template to for Range and NAICS Code 5.0 EBIT/Interest 2.5 comparisonRatios are auto Template. with the target ensure complete 17.3 Net Profit + Depr., Dep., Amort./Cur. Mat L/T/D 6.1 calculated. consistency. Client. 20.8 Fixed/Worth 0.7 0.4 Debt/Worth 4.0 0.7 % Profit Before Taxes/Tangible Net Worth 11.1 52.7 % Profit Before Taxes/Total Assets 3.3 10.4 Sales/Net Fixed Assets 6.3 17.1 Sales/Total Assets 2.1 2.8 % Depr., Dep., Amort./Sales 2.9 0.9 % Officers, Directors, Owners/Sales 5.2 2.4 Proprietary 43 Exclusive Property of Operational Productivity Tool, Inc.
  • 45. Roadmap OPTI Connectivity Process Flow Roadmap Sustainability Roadmap Database Database la te Rapidly Roadmap mp Database a pT e Understand: Da adm ta in dm Re ener oa tab ap Access COA R Ro e da po ate g ss e ce as and Gaps & rt t Ac • How muchcost is r Review Gaps Calculate$ Sto Disconnects obd & e potential Disconnects by Core leaking? line savings via COA System items Fill in Roadmap • What do I attack templates with Generate Roadmap cost savings Export selected first? Prioritize information report Gaps & Gaps & Disconnects Disconnects to Roadmap Template • How do I test for cyber intrusions? Proprietary 45 Exclusive Property of Operational Productivity Tool, Inc.
  • 46. Roadmap OPTI Connectivity Roadmap Reporting ™ &© MCP Rating Detail Mission Critical Process Identified Gap Remember in Sustainability, we Brand Second we recorded the Gaps Very few MCPs or Sub MCPs are documented Very few company resources are trained MRPS first scored Processes against Operations is not involved with any of the sales and marketing efforts 3.00 CSFs are managed and Disconnects that are Very few checklists are followed/very little accountability is set/very few MRPS Significant number of SKUs adherence to Best Practice on hindering Best Practice, these Documented systems are rarely, if ever, reviewed, modified or adjusted Very few documented processes achieve their goals and objectives Too many real time schedule updates/changeovers MRPS a Scale of 1 to 10. Dimension MRPS Schedule is given at most a day advance, many times statements Most MCPs or Sub MCPs are documented areinthe stories, less On average company resources are trained MRPS On average checklists are followed/onwithin the Survey responses Significant amounts of product in accountability is set/on average storage 7.00 average CSFs are managed MRPS On average systems are reviewed, modified or adjusted ondirectly relate to that both a standard No setup before first shift, creating downtime before production schedule MRPS On average processes achieve their goals and objectivesand take down also provide No checklists exist, particularly for set issues but Client up Communication Very few MCPs or Sub MCPs are documented MRPS Very few company loading is are trained coordinated/operations will get materials the Station resources not alwayssupporting evidence for Very few checklists are followed/very little accountability is set/very few MRPS 3.33 CSFs are managed scoring of adherence to Best No formal system for addressing the scrap on the floor Documented systems are rarely, if ever, reviewed, modified or adjusted MRPS Practices. Short runs continually disrupt ongoing operations Very few documented processes achieve their goals and objectives Utilization Too many idle/fallow machines Weighted Very few MCPs or Sub MCPs are documented Average Very few companyonly one shifttrained at plant creating direct labor absorption issues Mainly resources are exists Utilization Very few checklists are followed/very little accountability is set/very few 3.37 CSFs are managed Significant numbers of changeovers create a great deal of downtime (40% to 60%) Documented systems are rarely, if ever, reviewed, modified or adjusted Utilization Very few documented processes achieve their goals and objectives Proprietary 46 Exclusive Property of Operational Productivity Tool, Inc.
  • 47. Roadmap OPTI Connectivity Roadmap Reporting ™ &© OPTI Roadmap Master Template Roadmap’s foundation is a set of Factor Category Factor proprietary algorithms Months 24 Months The Roadmap Months 18 based on Max 6 Months 12 Master Template Excess Movement is3.00%OPTI’s comprehensive 3.00% designed to provide a 0.50% 2.00% 2.00% Direct Labor Theft detailed0.10% of identifying the experience 0.30% of all 0.50% 0.50% accounting 0.30% Safety New Product Development financial Leakages issues 2.00% 2.00% 3.00% 0.50% 0.50% 1.50% 2.00% 1.50% Financial impacts of due to and 2.00% 3.00% Scrap breaks within Client them into successfully 1.50% processes. 1.50% 0.50% tying 1.50% 1.50% Direct Material Material Cost 3.00% 1.00% savings. 2.50% 2.50% 3.00% Lazy Inventory 1.00% 1.00% 1.00% 1.00% 1.00% New Product Development 3.00% 0.50% 2.00% 2.00% 3.00% Utilization 3.00% 0.50% 2.00% 2.00% 3.00% Plant Loading 1.00% 1.00% 1.00% 1.00% 1.00% Factory Overhead Personnel 2.00% 0.50% 1.50% 1.50% 2.00% New Product Development 3.00% 0.50% 2.00% 2.00% 3.00% Proprietary 47 Exclusive Property of Operational Productivity Tool, Inc.
  • 48. Roadmap OPTI Connectivity Roadmap Reporting ™ &© OPTI Roadmap Master Template In Roadmap, we take both the Each Financial Mission is Scores of each LeakageCritical OPTI tracks 16 standard directlyMonths to Months 18 Months 24 Months Processtied 12 a specific can & Line Factor Category Factor Financialand pertinent Gaps Max 6 Leakages that Item on a Client’s tie them into Disconnects,aand financial Excess Movement occur within 2.00% 3.00% 0.50% Company, many 2.00% 3.00% statement. actual Financial Leakages. 0.50% Direct Labor Theft of which are listed below. 0.50% 0.10% 0.30% 0.30% Safety 2.00% 0.50% 1.50% 1.50% 2.00% New Product Development 3.00% 0.50% 2.00% 2.00% 3.00% Scrap 1.50% 0.50% 1.50% 1.50% 1.50% Material Cost 3.00% 1.00% 2.50% 2.50% 3.00% Direct Material Lazy Inventory 1.00% 1.00% 1.00% 1.00% 1.00% New Product Development 3.00% 0.50% 2.00% 2.00% 3.00% Utilization 3.00% 0.50% 2.00% 2.00% 3.00% Plant Loading 1.00% 1.00% 1.00% 1.00% 1.00% Factory Overhead Personnel 2.00% 0.50% 1.50% 1.50% 2.00% New Product Development 3.00% 0.50% 2.00% 2.00% 3.00% Proprietary 48 Exclusive Property of Operational Productivity Tool, Inc.
  • 49. Roadmap OPTI Connectivity Roadmap Reporting ™ &© OPTI Roadmap Master Template Factor Category Factor Max 6 Months Based onMonths 24 Months 12 Months 18 the potential gains from Based on theExcess Movement OPTI then is able to calculate, Sustainability Theft 3.00% 0.50% 0.50% 0.10% fixing Financial 3.00% 2.00% 0.30% 2.00% 0.30% 0.50% Direct Labor using proprietary algorithms, Scoring, Roadmap will Safety 2.00% 0.50%Leakages, 1.50% 1.50% OPTI 2.00% the potential savings Development New Product calculate and identifyfor each Scrap the Max 3.00% 1.50% 0.50% 0.50% 2.00% 1.50% 2.00% provides the flexibility 1.50% 3.00% 1.50% period should these Financial savings forMaterial Costof the each 3.00% 1.00% to prioritize the 3.00% 2.50% 2.50% Direct Material Financial Lazy InventoryDevelopment LeakagesLeakages. be fixed. 1.00% different Leakages1.00% 1.00% 1.00% 1.00% New Product 3.00% 0.50% 2.00% 2.00% 3.00% Utilization 3.00% into a schedule of 3.00% 0.50% 2.00% 2.00% Factory Overhead Plant Loading 1.00% action plans for its 1.00% 1.00% 1.00% 1.00% Personnel 2.00% 0.50% 1.50% 1.50% 2.00% New Product Development 3.00% 0.50% fourth Module, 3.00% 2.00% 2.00% Retool. Proprietary 49 Exclusive Property of Operational Productivity Tool, Inc.
  • 50. Roadmap OPTI Connectivity Roadmap Reporting As a result, Roadmap, provides a dollar value to the Financial Leakages tied to the Financial Statements, which in turn enables the Licensee to provide a true Value Proposition to the Client on the impact of implementing an OPTI solution. Proprietary 50 Exclusive Property of Operational Productivity Tool, Inc.
  • 52. Retool OPTI Connectivity Process Flow Retool Roadmap Retool Retool Database Database Database p ess ate ro c e m p l s Thoroughly ss e t cce selin cess Complete: R e n e ra A ba ro b-p ge ing por Access pp by su ma t to ed Roadmap • How do Review my t I fix be Reports Review Roadmap Reports issues? baseline processes Manage, • How do I ensure Publish processes & Measure, Redesign Configure CSF/ ongoing growth? MSLs/CSFs processes/track KPI templates to CSFs/KPIs measures Update (Roadmap and standard list) • How do I baseline processes mitigate risk? Proprietary 52 Exclusive Property of Operational Productivity Tool, Inc.
  • 53. Retool OPTI Connectivity Process Flow Each Mission Critical Sub Process is mapped Salary Total Activity Owner Mins. Currently a Baseline Process in both an as (FL) development, the Retool Module in Cost MRPS provides a comprehensive fix. It a Flow Chart, Owner/Cost/Tabular format and first resolves the issues identified in Roadmap by providing Long Term Production Plan ID Material Requirements with one another -- changes and which interact Input six week/ future tweaks made to onebased oninto the other. a proscribed fix, will flow the Core sales projections into Sales Database System/Mission Critical Process. At the same J. Doe 10 $50.00 $8.33 Calibrate scheduled orders over six weeks time, Retool$75.00building a Process-Based J. Doe 90 $50.00 is Determine under foundation. utilization of Machines W. Smith 90 $35.00 $52.50 Access six week/future sales projections CFTeam 45 $250.00 $187.50 Calibrate six weeks sales projections with parts needed CFTeam 45 $250.00 $187.50 Email invite and Matrix to Company Management CFTeam 3 $250.00 $12.50 TOTAL $536.33 Proprietary 53 Exclusive Property of Operational Productivity Tool, Inc.
  • 54. Retool OPTI Connectivity Process Flow ™ &© Activity Actual CSF Action Plan Locked in 70% Finally, interconnected Dashboards of in next two weeks 100% Finalize supplier pricing or fire supplier Critical Success Factors will tie into the AR collection Mission Critical Processes days enable gaps, provide 27 days 25 and Analyze robust tracking of progress to the terms to holdouts Client’s 1-999 3 days Goals and Objectives as laid out via plan, exceeded 2.5 days No action production Roadmap! target schedule 2 days Re-review of process, Quote to sales 5 days clean up gaps and issues Email server 89% 98% Schedule server uptime downtime, perform full maintenance Proprietary 54 Exclusive Property of Operational Productivity Tool, Inc.
  • 55. Contact Information OPTI Connectivity How Do You Contact OPTI?