ActionInfo Consulting - SOQ

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ActionInfo Consulting
Turning Data Into ActionSM

Statement Of Qualifications
Business Intelligence and CRM Knowledge, Insight, Creativity, Innovation
www.actioninfoconsulting.com

©2004 - 2012, ActionInfo Consulting Services Inc. – All Rights Reserved
Any use or reproduction and distribution of this material in any form
without prior written permission from ActionInfo Consulting Services Inc.
is strictly forbidden.

Act ©2004 - 2012, ActionInfo Consulting Services Inc. – All Rights Reserved

ActionInfo Consulting Introduction
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• ActionInfo Consulting is an independent management consulting company specializing in
both business and technology perspectives in Business Intelligence, Data Warehousing,
CRM Analytics, Performance Management, Decision Support and Information Management.

• ActionInfo Consulting provides end-to-end large-scale Program Execution, Solution
Architecture Definition, Thought Leadership & Strategy, and Team Leadership from Initial
Concept Creation through Strategy, Design, Development and Realization.

• ActionInfo Consulting has provided successful guidance and leadership for almost 40
client engagements on complex multi-million dollar transformation programs and in-depth
projects across North America, including:
 Financial and Insurance Services (RBC, CIBC, Scotiabank, TD, Banque Nationale, HSBC,
FleetBoston Bank, Sun Life Financial)
 Telecommunications (Bell Canada, Rogers, AT&T Canada, CBT, Bell South, Ameritech)
 Retail and Consumer Packaged Goods (Loblaw, Canadian Tire, Johnson & Johnson)
 Natural Resources (INCO)
 Utilities (NB Power, FirstEnergy)
 Public Sector (Canada Border Services Agency (CBSA), Human Resources Development Canada
(HRDC), Workplace Safety & Insurance Board of Ontario (WSIB))
 Transportation (VIA Rail, CP Rail)

Turning Data Into ActionSM 1


i Table of Contents
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 ActionInfo Consulting Value Proposition

 Key Differentiators

 Statement of Qualifications

 Field-proven Accelerator and Tool Kit Summary

 Capabilities

 ActionInfo Consulting Benefits

 About Us

 Case Study 1

 Case Study 2

 Contact Info



i ActionInfo Consulting Value Proposition
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• ActionInfo Consulting provides its clients with technical and functional assistance that
enables them to achieve their strategic and organizational BI goals. We are a recognized
leader in the definition, development and delivery of actionable solutions.

• ActionInfo Consulting offers clients the know how to „hit the ground running‟ by leveraging
our proven BI project accelerators, methods and tools. We collaborate with our clients to
rapidly deliver actionable information to their business stakeholders.

• ActionInfo Consulting offers the following value:

 Deep expertise and perspective in all aspects of BI strategy through to solution development and
deployment
 Moves seamlessly from advisory into focused solution delivery

 Integrated field-proven accelerators from BI concept through to implementation
 Shortens the time to project delivery ensuring that the initial solution is quality driven in full
alignment with business needs
 Ensures repeatable and sustainable solutions (recipe for on-going success)

 Established and experienced executive business management and leadership of BI programs and
consulting services

 Established business relationships with many leading BI practitioners, BI industry-focused recruiters
and BI boutique consulting firms



i Key Differentiators
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• Proven Expertise with Deep Experience in Planning, Defining and Implementing BI and
CRM Solutions
 “Big 5” project methodology and leadership experience significantly shortens the time to successful
solution delivery
• Proprietary and proven ActionInfo Consulting Custom Tools and Accelerators
 Methodologies
• BI Business Strategy, Vision and Roadmap
• BI End-to-end Development Methodology and Templates
 Accelerators
• BI Data Governance Program (Charter, Framework, Processes and Organization Design)
• BI End-user Strategy (BI Usage Framework) and BI Requirements Maturity Model
 Tool Kits
• BI Readiness/Effectiveness Assessment & BI Program Performance Scorecard
• BI Business Management Processes
• BI Business Case /Cost Benefits Framework
• BI Organization Design & Rules of Engagement
• Pre-Defined Tool Evaluation and Selection grids
• Absolute Vendor Independence
• Experience in Evaluating & Selecting CRM and BI Solutions
• Experience in Solution Definition and Requirements Gathering
 Leverage best practice requirements gathering templates and methodologies
• Creative Client Partnering Relationship - knowledge transfer is an integral feature of our
approach
 Knowledge transfer is ongoing throughout the life of the project



i Statement of Qualifications
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• Enormous credibility in the BI industry with field based experience in large-scale project
delivery in multiple industries across North America:

Financial and Insurance Services Telecommunications
(RBC, RBC Insurance, CIBC, Scotiabank, TD, Banque (Bell Canada, Rogers, AT&T Canada,
Nationale, HSBC, FleetBoston Bank, Sun Life Financial) CBT, Bell South, Ameritech)
Retail and Consumer Packaged Goods Natural Resources & Utilities
(Canadian Tire, Johnson & Johnson) (INCO, NB Power, FirstEnergy)
Public Sector
Transportation
(Canada Border Services Agency (CBSA), Human (Loomis Courier, VIA Rail, CP Rail)
Resources Development Canada (HRDC), Workplace
Safety & Insurance Board of Ontario (WSIB))

• Deep subject matter expertise across the BI Value Chain led to the development of the
following proprietary field-proven accelerators and tool kits:

BI Development Methodology, Role Accountability and
BI Strategy, Vision and Roadmap
Project Estimation
BI Readiness/Effectiveness Assessment & BI Program BI End-user Strategy (BI Usage Framework) and BI
Performance Scorecard Requirements Maturity Model
BI Data Governance Charter, Framework, Processes and BI Business Case /Cost Benefits Framework, Benchmarking
DG Organization and Rules of Engagement & Technology Selection
BI Business Management Processes BI Organization Design and Rules of Engagement



i Field-proven Accelerator and Tool Kit Summary
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Name Description

• Develops a portfolio of targeted improvement opportunities and the
appropriate timing on when different capabilities may be required
BI Business Strategy, Vision and Roadmap based upon three foundational components to successfully deliver a
Business Intelligence Program (Management Capability, Analytical
Capability and Technical Capability)

BI Readiness/Effectiveness Assessment & • A barometer of an organization‟s BI capabilities covering 27 distinct
Program Performance Scorecard functional areas across People, Process and Technology

BI End-user Strategy (BI Usage
• Provides an approach to benefit the BI user community by ensuring
Framework) and BI Requirements Maturity
that distinct BI capabilities are individually addressed
Model

BI Data Governance Charter, Framework, • Lays the foundation to establish the data governance program,
Processes and Organization Design policies, standards, and processes

• Business Case with corresponding financial TCO, and qualitative and
quantitative benefit models to support the investment decision of
Business Case / Cost Benefits Framework
developing and implementing the defined BI infrastructure and
program specific Roadmap projects
• Guides the design and development of the methods and processes
BI Business Management Processes for managing enterprise business intelligence as an on-going
business competency

• Establishes a framework to assign accountability, creates clarity of
BI Organization Design & Rules of function and responsibility, and maximizes organizational
Engagement effectiveness and efficiency. An effective BI organizational design
creates rigor and discipline surrounding BI functions and procedures.



i Capabilities
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Program and Project Leadership

Organizational Preparedness

BI Boot Camp Readiness Assessment

Concept Initiation

Vision, Strategy and Architecture Roadmap Business Case Development

Iterative Solution Development

Prototyping & Proof-of-concept Organizational Design & Development

Information Analysis Requirements Vendor Evaluation and Tool Selection

Solution Development & Implementation Data Governance Program

Benefits Realization

Performance Management Effectiveness Assessment/Get Well Program
©2004 - 2012 - ActionInfo Consulting Services Inc. - All Rights Reserved



i ActionInfo Consulting Benefits
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• Improve productivity and shorten delivery time
 Leverage a robust, detailed and comprehensive set of proprietary methodologies, accelerators and
toolkits that have been proven in the field having evolved through years of hands-on client
engagements.

• Leverage the insight developed over years of successful BI solution deployments
 Highly specialized knowledge, insight, creativity, innovation, thought leadership and expertise in all
business and technical aspects of BI in addition to leadership and expertise planning and delivering
successful small and large-scale projects.

• Ensure solutions deployed are both business and technology focused to maximize their
effectiveness
 The primary impact of a BI solution is how it benefits the business. Having a deep understanding of
how information is used and leveraged in large organizations is critical to developing solutions that
truly introduce a positive impact to the business – the end game is not about “technology for
technology‟s sake”.



i About Us
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• Cal Rosen, Founder and President of ActionInfo Consulting has been successfully delivering
consulting and advisory engagements in the Data Warehouse and Business Intelligence
industry for 19+ years with a track record of successful Business Intelligence and Data
Warehouse implementations through a combination of Consulting and Development
Services.

• ActionInfo Consulting„s business and technology perspective and experience in “hands-on”
project delivery, BI end-to-end methodology and tools development, and industry-leading
development experience is unique in the Canadian BI marketplace.


Cal Rosen

• Founder and President of ActionInfo Consulting
• 19+ years in Information Management, BI and CRM Analytics management consulting/advisory providing
senior executive level „hands-on‟ business and technology leadership for numerous complex multi-million
dollar transformation projects across North America
• Big „5‟ Professional Services Practice Leadership experience
• BI, DW and CRM Visionary and Thought Leader participating as a keynote speaker and subject matter expert
panelist in over 20 conferences
• Published numerous business and technical articles, and white papers on Customer Analytics, Data
Warehousing/Data Mining, Business Intelligence and CRM architecture



i Case Study 1
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• Working as the Program and Solution Architect in defining and developing the entire program, as well
as providing comprehensive hands-on delivery (business and technical) in the Strategy, Vision and
Roadmap creation (People, Process and Technology dimensions across Business Management
Capability, Analytical Capability and Technical Capability), solution definition, and program design and
solution implementation for an $85MM+ large-scale, near real-time BI risk assessment and
determination environment for one of the largest (at that time) Federal Government BI projects.
Achievements
• Principal responsible for defining, developing and communicating the overall BI business strategy and
approach, and the Conceptual Solution Architecture for the future Risk Management Analytics
backbone integrated within the „eManifest Program‟ for inbound and outbound Commercial Shipments.
• Recognized by the Director of Commercial BI Solutions with the following commendation:
 “I hired Cal to assist our agency in the creation of a business Intelligence program. Prior to his arrival we had been
working for 2 years basically spinning our wheels attempting to understand and manage our way to defining
business requirements and define our BI strategic direction. In six months with Cal's assistance we were able to
properly define and sign off our BI strategy (which is no small feat in our agency) as well as create a roadmap for
execution. In the following 3 to 4 months we actually created work break down structures identified the offices of
primary interest and aligned accountabilities across all directorates and divisions in our 1,500 person organization.
Without Cal we would not have been able to accomplish 10 percent of the deliverables now behind us. The agency
is now well positioned for success. I cannot speak highly enough of Cal. His tactful manner, as well as the
confidence all of the staff have in his ability and knowledge are invaluable. I would recommend Cal to any BI
implementation team.”



i Case Study 2
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• Working as the Program and Solution Architect for an enterprise-wide $12MM+ multi-year program
providing on-going leadership, quality assurance, governance and coaching to the client‟s Program
Team on all initiatives as well as having personal accountability for delivering the following customized
best practice deliverables:
 Board-approved highly-detailed Business Intelligence Business and Technology Strategy, Long-term Roadmap
and Business Case (based on a customized ActionInfo Consulting methodology covering Governance and
Processes, Analytic Capability, Organization Design and Technology Architecture).
 Definition of a highly detailed customized DW Solution Development Methodology (including resources,
deliverables, WBS by individual, milestones and templates for: BI Project Estimation, BI Reporting & Analytics
Requirements and ETL System Design).
 Definition of a customized BI Data Governance Framework.
 Definition of BI Business Intake and Prioritization and Report Sanctioning Processes.
 Development of BI Program KPIs comprised of nine separate monitoring areas with each having 3 individual
measures across People, Process and Technology.

Achievements
• Received significant praise from the President & CEO recognized for the “development and articulation
of a comprehensive strategy on a very complicated issue. All Strategies produced in this organization
should follow a similar structure and format.”
• Recognized in a reference letter from the CIO in recognition of contributing to the success of one of
their largest initiatives, with comments such as:
 “Deliverables that…have been of the highest quality with an attention to detail.”
 “Successfully provided us with leadership and depth of Business Intelligence business and technology subject
matter expertise.”
 “A key strength is his ability to relate to and share his knowledge with the project team…has proven to be very
approachable and a pleasure to work with, even under highly stressful circumstances.”



i Contact Info
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“A pessimist sees the difficulty in every opportunity;
an optimist sees the opportunity in every difficulty.”
- Sir Winston Churchill

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Business Intelligence, CRM &
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Performance Management Specialists
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www.actioninfoconsulting.com

Turning Data Into ActionSM

Cal Rosen 29 Larratt Lane
President Richmond Hill
Tel: 416-728-4877 Ontario, Canada
e-mail: cal.rosen@actioninfoconsulting.com L4C 9H6


ActionInfo Consulting - SOQ

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