Privileged and Confidential Information 1

<<Client Name or Alias>> - ProjectHow we solved it

• Explain how we solved the problem in 50 words or less. Be specific about types of activities, technologies or techniques– Ex: LERNER brought a multi-discipline team

skilled in Agile and Microsoft product development

– Ex: We conducted facilitated workshops and lead the client’s IT executives/team leaders through a structured methodology. This methodology allowed our client to learn from our practices across other companies and internally developed processes

– Ex: LERNER used our frameworks to prioritize feature rollout

Problem Statement

• State who the client is, industry/domain/major sub-division– Ex: Client is a premier manufacturer of personal

healthcare products

• Specific but high-level need/issue/challenge

• Ex: Client had begun a complete re-structuring of their IT division after outsourcing key services

• Describe the needs after we understood or defined the problem statement– Ex: A complete process re-engineering effort of

all internal processes was required

– Ex: Redefinition of IT organizational structures, roles and responsibilities

What the client achieved

• This must be written from the client’s point-of-view not ours. The prose should read (figuratively not literally) “I am glad we hired LERNER because we achieved…”

• Be specific and statistical (when possible) about successes/improvements/changes/savings/value additions. Attempt to quantify everything. Don’t exaggerate the success – Ex: Saved 20% year-on-year in software development costs

– Ex: Re-factored our existing ERP system to interface with new claims system acquired as part of a merger

– Ex: Enabled the new IT to operate at 8% lower costs with improved time to deliver projects