business optix - what we do

BusinessOptix Overview

Scott MurrayLarry WienszczakMarch 2010

Agenda

Describe the value-add we believe BusinessOptix brings to the market, the ways in which our technology can help Solution Providers and Outsourcers, and discuss how to create benefit with our approach.

Business Optix Value-add

We provide software that business people can use to capture information about a business and to publish that information in various formats (PDF, HTML, CSV, Learning Management) for use by different audiences. This information is stored in a repository combining visual, textual and quantitative elements. Solution providers can use this technology to: - Rapidly assess prospective client operations...Incrementally document the client estate - Identify high-value transformation opportunities...Accurately quantify and develop fact-based bids- Grow a repository that shares a consistent set of information across the project life-cycle teams (bid,

due diligence, transition, transformation, BAU delivery, etc.) and develops an increasingly informed view of a client

- Put in place a consistent repeatable approach to project acquisition and execution- Establish and grow a repeatable solution library- Significantly reduce cost and time to market for new repeatable solutions

A framework for the organisation to access a consistent methodology to win more business at reduced cost of sales with a more predictable level of profitability

Create visibility across numerous contracts and identify significant savings through rationalisation of services across contracts

Business Optix – The Product

Product characteristics:- Familiar Office interface…Focus on easy interactive content capture (text / diagram)- An integrated repository: Process/ People / Technology- One-button output to multiple formats (PDF, HTML, XLS)- End-users can comment through browser view- Readily configurable . Input stencils and Output styles easily customized- Rapid mapping of “estate” and identification of opportunities for attention and quick wins

Product components- Author – for model development- Library – for collaborative model development, publication, change management and governance

Product Position- Easy to learn and use- Significant time savings using integrated repository vs. managing / integrating multiple Microsoft

Office files- Complementary to traditional BPA tools / BPM engines...by rapidly developing documented

understanding of business processes, can identify candidates for deeper analysis

Outsourcing Support

Example outsourcing applications of Business Optix

1. An Outsourcer has a potential new client with a number of legacy systems with heavy support and maintenance costs. It wanted to explore the bid options to: decommission, “upgrade” or “cleanse, i.e., remove unnecessary “moving parts” from these systems and where applicable move to its own preferred support portfolio

2. An Outsourcer itself wanted to expand revenue streams, and to understand what level of their services portfolio was actually being delivered to each of its clients with a focus on increasing contract profitability.

3. An outsourcer had lost control of their service offerings and wanted to establish what the actual estate within its data centres contained

Example 1

An Outsourcer had a new client with a number of legacy systems with heavy support and maintenance costs. It wanted to explore the option to: decommission, “upgrade” or “cleanse, i.e., remove unnecessary moving parts” from these systems and where applicable move to its own preferred support portfolio.

Using Business Optix for the client, the Outsourcer was able to:- Identify roles across the business and map them accurately to the existing

workforce- Identify the systems used in each service the client delivered to its business- Identify the cost of each service the client was delivering internally and

benchmark that to the available cost through outsourcing- Document all established processes and publish them for employee cross-

training, include export to a Learning Management System to ensure staff training and identify appropriate staff for Transition

Example 2

An Outsourcer itself wanted to expand revenue streams, and to understand what level of their services portfolio was actually being delivered to each of its clients where profitability was poor.

Using Business Optix for themselves, the Outsourcer was able to:• Properly structure all the services in its portfolio

• Identify and document each version of each service as delivered to clients

• Identify which clients were not taking full advantage of the service portfolio

• Instigate a new sales campaign to introduce new services to existing accounts

• Decommission a number of legacy systems that were not cost-effective to maintain

An example – Outsource contracts

This is the Business Optix Author for Services tool, which provides a view of contracts held by an outsourcer.

Contracts can be categorised by e.g., Status: Strategic – Green. Tactical – AmberGap –Red

These attributes are completely configurable – stencils are defined in XML – as are the trays themselves.

Drill down into Finance shows:

The outsourcer view of services used by that client

Systems which are part of preferred services are included in a Master Data list...Non-preferred systems can be added but change Service status from Green to Amber to Red.

Opportunities for cost and service delivery improvement become evident.

Example 3

An outsourcer had lost control of their service offerings and wanted to establish what the actual estate within its data centres contained for each client

Through the use of Business Optix the outsourcer was able to rapidly:• Set up a centralised web based Author for Services tool and delegate its

population to each Client Service Manager

• Obtain each Client view which was collated and presented in a common format

• Carry out comparative analysis to establish what was common and most widely used giving a preferred toolset from a usage perspective

• Analyse the cost of running each service by client to allow comparison and highlight potential cost savings

Examples of service improvement opportunities

Identify and prioritise projects that:- Upgrade from Lotus Notes to Google Apps- Consolidate SAP implementations to reduce cost of operating customised

systems

Drill Down on a particular topic

Organisational HR Services Catalog

Presenting a “best-practice” library to manage the client conversation

Identify areas for potential action

Drill down to underlying processes

Ongoing identification of issues/ opptys / solutions

Describe and agree deliverable with Client

Business Optix Technology

Identifying opportunity by mapping the client’s current state

Business led rather than process analyst led

Which systems, people, processes – where are the biggest issues – what is the business case for change

The input interfaces are fully configurable. New input trays and attributes are easily included in a stencil extension. In this way, the model provides a framework to manage and re-use your specific-IP. - Relate Business activity to people, costs, systems, requirements and associated testing,

risks, compliance factors

Output documentation in a format of choice: PDF, HTML, CSV

Viewers of the models can collaboratively comment through an HTML interface. This is useful not just for model comments – but also for field staff / client input of relevant operating metrics – floor-walkers can become far more efficient as they focus on issues not data collection

Output customer handbook and associated training materials

Business Optix Supports the full cycle

Contract / Client information

+

Best-Practice Library

Bid

Due Diligence

TransitionTransform-ation

Business as Usual

Process Capture – Easy to Define

Place symbols from library onto

diagram

Place symbols from library onto

diagramDescribe attributes

Link Steps

Toggle between Diagram mode and

Text modeToggle between Diagram mode…

Use Preferred Method of Capture

Manage Approval Process Link to existing

documentation

Add metrics to this Process

Input fields readily customisable,

e.g., track FTE level

Evaluate alternatives to the current approach

Capture quantitative impact of alternative

Pass data from scenario possibilities to

Excel for analysis

Identify time to return

Evaluate impact of possible changes

Negative: Cost > SavingsEvaluate impact of possible changes

Moderate: Savings > Cost

Evaluate impact of possible changes

Substantial: Savings >> Cost

Documentation – Output to PDF Standard “out-of-box” styles are customisable

Documentation – Output to HTML

Links to additional information

Click on step to get Description.

HTML Input

Users can provide comments or input to model.

HTML Input

Comments accessible through “developer” interface

Report across models in library. e.g., who are process owners for which processes?

Access model library via url

Data file output for analysis within Excel

Business Optix for Bid Management

Client Discovery- Supports interactive client conversation to achieve rapid factual discovery of process/ people /

systems costs- Demonstrates process-driven approach – raises client confidence while gaining information to

generate map of their operation- Capture of metrics and related information enables clear identification of change candidate

opportunities...reduces risk elements of bid pricing

One-button output- To PDF or HTML...HTML has option for end-user comment through browser to increase level of

factual understanding- To XML / Excel for quantification of opportunities- To generate bid document response using client-configurable style

Establish best-practice library - Provide client with best-practice based on engagement experience- Gap analysis against their current practice to validate proposal value

Some benefits of this approach

Reduce cost of sales Improve and accelerate opportunity qualification and quantification Use as an integral tool in sales process to work collaboratively with client to

understand issues and opportunities Increase productivity of sales team – off-load tedium of documenting – use additional

information and time to identify solutions Create accessible and cumulative repository of client environment to identify new

opportunities. Facilitates use of project portfolio technologies.

Differentiate offer Increase credibility of offer using a fact-based platform to propose and justify

suggested projects Reduce time and cost to market for new solutions Reduce risk coverage pricing elements Consistent information platform for re-use by Delivery team

Build out best-practice Re-useable solution approach A demonstrable baseline to show client differential between current and future states

Contact: Larry Wienszczak [email protected]+44 7887 51 78 79

mailto:[email protected]

business optix - what we do

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