Kogent approach

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SAP-BusinessObjects Planning & ConsolidationFinancial Reporting, Planning & Forecasting

Proposal to Serve

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Implementation Approach

Implement Solution

Design Solution

Configure Solution

BusinessAlignment

Project Transition

ProjectInitiation

Change Management


Our Approach – Project InitiationActivities:

Deliverables:

Overview:

Establish the PMO and sponsorship rolesDevelop the project Work Plan and work breakdown structure (WBS)Establish Status and Issue tracking policies and toolsEstablish team and stakeholder communications plansEstablish confidentiality proceduresAssign roles and activities to project teamAssign team physical building and system access rightsReview and incorporate key business drivers into planning processProject Kickoff

Virtual PMO Office – the Project Management Office will be established to coordinate the activities of the project team, interface with the sponsors, and manage/resolve internal and external project issues Detailed project Work PlanStatus and Issue tracking logs and proceduresTeam access to physical building and systems rightsCommunications planProject kickoff meeting

During the Project Initiation stage, we get the infrastructure in place to achieve project objectives. We finalize scope, risks, and other planning elements; build the PMO function; and develop the project WBS

ProjectInitiation


Our Approach – Business AlignmentActivities:

Deliverables:

Overview:

Facilitate a Design Workshop to develop a shared vision of the business intelligence and planning objectivesDocument the core objectives, reports, users, stakeholders and supporting data requirements of the current spreadsheetsDefine technical architecture and required infrastructure for rolloutDefine management goals and objectives of the current spreadsheetDefine high-level Scenario objectivesDefine critical business driver on a concept levelDefine management goals and objectives for the Scenarios

Shared vision document for each phase that includes goals, objective and business purpose. This document include stakeholders, reporting, data and technical overview.

During Business Alignment, the team will focus on overall goals, linkage to the business and technical needs to achieve objectives and timelines.

BusinessAlignment


Our Approach – Solution DesignActivities:

Deliverables:

Overview:

Design multi-dimensional model and business rules that support the spreadsheetDesign input templates and reports the duplicate the spreadsheet Adapt business processes as required to support the business goals and solution design requiredDefine ad hoc reporting and executive dash boarding needsDesign planning business rules, models, input temples that support production ready scenario analysis to support S1 filings and management decision making Define critical business drivers (flex variables)Define Read/write, executive ready graphical interface for “what if” and impact analysis

Overall solution design including BPC and BI componentsOverall definition of process, design and reporting to meet business objectives

In Solution Design, we will work through configurations, parameters and data needed for reporting and “what if analysis” that support the business alignment stage

Design Solution


Our Approach – Solution ConfigurationActivities:

Deliverables:

Overview:

Configure the BI & BPC applications as defined by the output of the Solution Design phaseDesign workflow and business process outputs in support of the system definitionManage the data conversion and application integration activitiesPerform unit testing of application features

Configured BI & BPC applications Execution of Data Conversion and Application Integration activities (scope and roles TBD)Unit-Tested BI & BPC applications

In Solution Configuration, we will work through a BI & BPC solution configuration process based the design and the overall strategy.

Configure Solution


Our Approach – Solution ImplementationActivities:

Deliverables:

Overview:

Complete integration and system testingFacilitate acceptance testing with business entity super users and key stakeholdersConfirm production readiness of accepted and tested systemConfirm training and deployment readiness of user community, support super users in the training rollout

Tested BI & BPC System - unit, integration and system testedAccepted system as confirmed by SponsorsTrained BI & BPC users (supporting role to internal trainers)BI & BPC Production ready system

In Solution Implementation, we will complete system and acceptance testing, train users and establish production readiness

Implement Solution


Our Approach – Project TransitionActivities:

Deliverables:

Overview:

Transition application support to internal resourcesManage the completion and standardization of project documentationAssist in the development of planning activities for future functional enhancements

Transitioned application supportCompleted document repository for project related deliverables

During the Project Transition phase, the team will ensure a successful transition of application support, project documentation and ongoing project management to the internal

Project Transition


Alignment, Project Management and Change Management

StrategyAlignment

ProjectManagement

ChangeManagement

Strategy Alignment, Project Management and Change Management activities are integrated into the core Kogent methodology and threaded throughout the duration of the project.Project Management activities are led by the PMO and jointly managed by the project track leads (business, application and technical). The PMO reports to the SponsorsKey Project Management activities include:

Overall project coordination throughout the project duration, across other internal initiatives, and in alignment with BioMed Realty Trust strategiesRisk Assessment and Mitigation planningIncorporation of Lessons Learned Management of Project Schedule, WBS and BudgetChange management and specific advisory services to the complete team


Team, Timing & Professional Fees


Kogent Project Team Approach

Team

Project / PMO

Application(BPC & BI)

Infrastructure

Business

The Kogent Project Team includes specific skills required for success:

Complete integration and system testingProject & PMOApplication (BPC & BI)Business LeadsInfrastructure

The PMO is responsible for the overall project management, coordination and interface with the Project Sponsors


Charles WilsonSenior Manager, Kogent Corporation

Mr. Wilson has over 10 years of experience delivering global performance management solutions for global organizations and has held various consulting and leadership roles at market-leading companies including Edgewater Technology (NASDAQ: EDGW), Targus Group International, and McLane Company (NYSE: BERK).

Charles holds degrees in Business Administration and Accounting and has expertise transforming finance and accounting organizations and delivering solutions with the leading performance management, information management and reporting tools.


Early Investment in BI Drives Up BPC Value

Our leading approach invests early in BI as a core value contributor to BPC and to drive project success


Phase 1: Lease Planning & ReportingResource Requirements by Stage & Week

Implement Solution

Design Solution

Configure Solution

BusinessAlignment

Project Transition

ProjectInitiation

Change Management

Deliverables:• Performance Management Strategy and Roadmap Document•Detailed Design of Phase 1 & 2 Deliverables• Automated Work-A-Like solution for lease planning and reporting• Executive Dashboard, Reports & System Training

Capabilities:1. Technical & Business Knowledge2. Industry Expertise3. ETL & Data Services4. Executive Presentation &

Reporting


Phase 2: Financial Reporting EnhancementsResource Requirements by Stage & Week

Implement Solution

Design Solution

Configure Solution

BusinessAlignment

Project Transition

ProjectInitiation

Change Management

Deliverables:• Balance Sheet, Income Statement, Cash flow to support quarterly and annual filings• Provide support, additional training and requested system enhancements (i.e. additional system side calculations, scripts not anticipated in phase 1)

Capabilities:1. Technical & Business Knowledge2. Industry Expertise3. ETL & Data Services4. Executive Presentation & Reporting


Teaming for SUCCESSCommitment – We know happy customers are the key to our success. You will not find a firm that is more committed to you. People – We are the people “in the know.” Leadership is connected and experienced in the EPM marketplace. This is our ONLY business. Responsibility – We are willing and able to take responsibility to design, execute and manage this project – NOW!!!

“Kogent is uniquely focused on assisting business executives to implement an analytic management approach … to navigate their options, choices and risk mitigation strategies. Kogent backs your executive gut-feel with analytics and decision support methodology.”

- John Schwarz - Former CEO Business Objects and SAP Board Member

Kogent approach

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