Process for Implementing Excellence PIEmatrix.com 400 Global Configuration Drawings Version 10/11/05 © Copyright 2005 PIEmatrix.com

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration Organization

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration Organization Universal Bank & Insurance Company Organization Edit Information Systems Group Business Unit Edit

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing User Positions Add or Edit… User Roles Add or Edit… User Access Rights Add or Edit… Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Add or Edit… User Access Rights Description Add or Edit… Project Size Description Add or Edit… Project Size Description Add or Edit… Project Size Description Small Medium Large

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing Name Add or Edit… Add Position Select… Add Role Select… Add User NameDefault User PositionDefault User Role User List Access Rights Select… Add User Access Rights ChangeRemove Steven Anderson Project Manager QA Manager Owner, Approver Owner User Project Administrator ChangeRemove Lexanne Garston DeveloperOwner, Participant User User Setup Import Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration Export PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Add… Add Desk Phone Add… Add Mobile Phone Add… Add Contact Information Contact Information Department/Group Add… Add Generate User ID & Passcode User ID: Auto Generate… User Passcode: Auto Generate…

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Eight (8) Plan 1 Edit Label Discover 2 Edit Label Construct 4 Edit Label Validate 5 Edit Label Deploy 6 Edit Label Monitor & Optimize 7 Edit Label Upgrade & Evolve 8 Edit Label Design 3 Edit Label 9 10 Edit Label Current PIE Image Number of Stages Stages

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Current LayersChange Order Add Available Layer Create New Layer Application Lifecycle 1 Edit Label Validation 2 Edit Label Change Mgmt 4 Edit Label SOX 5 Edit Label Remote Dev 6 Edit Label Package Selection 7 Edit Label Six Sigma DMADV 8 Edit Label Project Mgmt 3 Edit Label Hide Layer

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Close Change Order Select the layer for each position with the drop-down list until each layer is displayed not more than once. Current LayersChange Order Add Available Layer Create New Layer Application Lifecycle 1 Edit Label Validation 2 Edit Label Change Mgmt 4 Edit Label SOX 5 Edit Label Remote Dev 6 Edit Label Package Selection 7 Edit Label Six Sigma DMADV 8 Edit Label Project Mgmt 3 Edit Label Hide Layer

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Application Lifecycle 1 Edit Label Validation 2 Edit Label Change Mgmt 4 Edit Label SOX 5 Edit Label Remote Dev 6 Edit Label Package Selection 7 Edit Label Six Sigma DMADV 8 Edit Label Project Mgmt 3 Edit Label Hide Layer Current LayersChange Order Add Available Layer Create New Layer Hide Layer Select… 9 Edit LabelHide Layer

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Application Lifecycle 1 Edit Label Validation 2 Edit Label Change Mgmt 4 Edit Label SOX 5 Edit Label Remote Dev 6 Edit Label Package Selection 7 Edit Label Six Sigma DMADV 8 Edit Label Project Mgmt 3 Edit Label Hide Layer Current LayersChange Order Add Available Layer Create New Layer Hide Layer Enter New Layer Label… 9 Edit LabelHide Layer Close Create New Layer Add the layer label name to the new layer located at the bottom of the layer list. Once named, change the order as needed. Next step is to go to Process Boxes section to add process boxes to the new layer.

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Select Layer… Layer Process BoxesChange Order Add Available Layer Create New Layer Preview Select Stage Slice… Stage Slice

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Identify Success Factors 1 Edit Label Define Business Requirements 2 Edit Label Define Development Strategy 4 Edit Label Define Architecture Requirements 3 Edit Label Hide Box Application Lifecycle Layer Process BoxesChange Order Add Available Box Create New Box Preview Small Medium Large Assign Project Size Discover Stage Slice

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Identify Success Factors 1 Edit Label Define Business Requirements 2 Edit Label Define Development Strategy 4 Edit Label Define Architecture Requirements 3 Edit Label Hide Box Application Lifecycle Layer Process BoxesChange Order Add Available Box Create New Box Close Change Order Select the process box for each position with the drop- down list until each box is displayed not more than once. Preview Select Stage Slice… Stage Slice

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Identify Success Factors 1 Edit Label Define Business Requirements 2 Edit Label Define Development Strategy 4 Edit Label Define Architecture Requirements 3 Edit Label Hide Box Application Lifecycle Layer Process BoxesChange Order Add Available Box Create New Box Select Process Box… 5 Edit LabelHide Box Preview Assign Project Size SmallMediumLarge Small Medium Large Discover Stage Slice Close Create New Process Box Add the box label name to the new box entry located at the bottom of the box list. Once named, change the order as needed.

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Identify Success Factors 1 Edit Label Define Business Requirements 2 Edit Label Define Development Strategy 4 Edit Label Define Architecture Requirements 3 Edit Label Hide Box Application Lifecycle Layer Process BoxesChange Order Add Available Box Create New Box Close Create New Process Box Add the box label name to the new box entry located at the bottom of the box list. Once named, change the order as needed. Next step is to go to Process Content section to add process content to the new box. Enter New Process Box Label… 5 Edit LabelHide Box Preview Discover Stage Slice Assign Project Size SmallMediumLarge Small Medium Large

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Select Layer… Layer Select Stage Slice… Stage Slice Select Process Box… Process Box

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Application Lifecycle Layer Discovery Stage Slice Identify Success Factors Process Box Process Content Action Task Import Content Remove TaskAdd Available Task Action Task List Objective Preview in Project 1 Add New Task The objective is to define business critical success factors and quick wins that underlines business' most important requirements. A “business critical success factor” (bCSF) is a factor that that is most critical to the business’ operations, objectives, and financial success. (Note: a bCSF is not the same as the IT project critical success factor, for the bCSF Obtain and review the business case and project charter (if they exist). For some projects the bCSF’s and QW’s can be identified in these documents. 1.Obtain and review the business case and project charter (if they exist). For some projects the bCSF’s and QW’s can be identified in these documents. 2.Review the project’s goal and objectives and then review high-level documentation that includes initial requirements, functionality scope, technical and process solutions, and all needs for reporting, security, and other areas of scope as defined by the project charter or other high-level business and technical requirements. Assign Associated Task Automate Task More Options

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing More Options Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Application Lifecycle Layer Discovery Stage Slice Identify Success Factors Process Box Process Content Action Task Import Content Remove TaskAdd Available Task Action Task List Objective Preview in Project 1 Add New Task The objective is to define business critical success factors and quick wins that underlines business' most important requirements. A “business critical success factor” (bCSF) is a factor that that is most critical to the business’ operations, objectives, and financial success. (Note: a bCSF is not the same as the IT project critical success factor, for the bCSF Obtain and review the business case and project charter (if they exist). For some projects the bCSF’s and QW’s can be identified in these documents. 1.Obtain and review the business case and project charter (if they exist). For some projects the bCSF’s and QW’s can be identified in these documents. 2.Review the project’s goal and objectives and then review high-level documentation that includes initial requirements, functionality scope, technical and process solutions, and all needs for reporting, security, and other areas of scope as defined by the project charter or other high-level business and technical requirements. Assign Associated Task Automate Task Close Select Association (This part of this window allows the administrator to select associations). (Select Layer …) (Select Stage Slice …) (Select Process Box …) Associated Task List (This part of this window lists the current associations). (Layer/Stage Slice/Process Box) (Remove)

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Preview in Project Select Layer… Layer Select Stage Slice… Stage Slice Select Process Box… Process Box

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing More Options Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Application Lifecycle Layer Discovery Stage Slice Identify Success Factors Process Box People ContentImport ContentRemove Position Position List Position Label Preview in Project Add New Position Manage the success factor identification process and organize and facilitate the success factor workshops. Skills needed include strong communications and facilitation skills. This individual needs to drive the process by reviewing all documentation, interpreting success factors, setting up meetings, and facilitating in a way that drives towards … Business Analyst (Owner, Contributor): Manage the success factor identification process and organize and facilitate the success factor workshops. Skills needed include strong communications and facilitation skills. This individual needs to drive the process by reviewing all documentation, interpreting success factors, setting up meetings, and facilitating in a way that drives towards success factor selection. The business analyst should also document the results and prepare and submit the deliverable. Business SME (Contributor): Define the success factors. This person should work closely with the business owner to ensure clarity and agreement. Steering Committee (Approver): Responsible for approving the success factors. This in important since these factors should be the driving purpose of the entire project and if there are inconsistencies or misunderstandings at the executive level, the project could run into serious issues with perceived success, management support, and future budgeting. Business Analyst Position Description Add Role Label Owner Add

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content People Content Product Content List of Values Organization Select Layer… Layer Select Stage Slice… Stage Slice Select Process Box… Process Box

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content List of Values Organization Application Lifecycle Layer Discovery Stage Slice Identify Success Factors Process Box Product ContentOnline FormExternal Tools Preview in Project Template People Content Product Content

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing More Options Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content List of Values Organization Application Lifecycle Layer Discovery Stage Slice Identify Success Factors Process Box Product ContentOnline FormExternal ToolsTemplate People Content Product Content (Do we have administrator create form? Or do we provide a library of forms to choose from?) Online Form Select Form… Form Description Form List 1.Success Factors Worksheet Show FormHide Form Preview in Project Add

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing More Options Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content List of Values Organization Application Lifecycle Layer Discovery Stage Slice Identify Success Factors Process Box Product ContentOnline FormExternal ToolsTemplate People Content Product Content (Do we have administrator create form? Or do we provide a library of forms to choose from?) Online Form Success Factors Worksheet Show FormHide Form Preview in Project This link will open the online form for capturing and storing success factors. Form Description Form List 1.Success Factors Worksheet Add

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content List of Values Organization Application Lifecycle Layer Discovery Stage Slice Identify Success Factors Process Box Product ContentOnline FormExternal ToolsTemplate People Content Product Content Download File Upload File Delete File Create Folder Delete Folder Preview in Project

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing More Options Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content List of Values Organization Application Lifecycle Layer Discovery Stage Slice Identify Success Factors Process Box Vendor Company Select Vendor… Vendor Tool Description People Content Product Content Online FormExternal ToolsTemplate Add VendorHide Vendor Vendor Tool Select Vendor Tool… Add Vendor ToolHide Vendor Tool Vendor Tool Task Automate TaskRemove Task Select Task Number… Add New Task Preview in Project Add Vendor Tool Task List

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing More Options Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content List of Values Organization Application Lifecycle Layer Discovery Stage Slice Identify Success Factors Process Box Vendor Company Mercury’s TestDirector™ tool is used for gathering requirements, planning and scheduling tests, analyzing results, and managing defects and issues. The Identify Success Factors step provides early and critical requirements that may be stored in TestDirector. The data stored in the online Success Factors Worksheet can be imported into… Mercury Vendor Tool Description People Content Product Content Online FormExternal ToolsTemplate Add VendorHide Vendor Vendor Tool TestDirector Add Vendor ToolHide Vendor Tool Vendor Tool Task To export the Success Factor list from PIEmatrix.com to TestDirector, start with the… Automate TaskRemove Task 1 Add New Task Preview in Project Add Vendor Tool Task List

© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET PIEmatrix.com Drawing More Options Configuration Search Project Configuration User Dashboard HelpLog Out Global Configuration PIE Image & Stages Process Boxes Layers Users Process Content List of Values Organization Application Lifecycle Layer Discovery Stage Slice Identify Success Factors Process Box Vendor Company Mercury’s TestDirector™ tool is used for gathering requirements, planning and scheduling tests, analyzing results, and managing defects and issues. The Identify Success Factors step provides early and critical requirements that may be stored in TestDirector. The data stored in the online Success Factors Worksheet can be imported into… Mercury Vendor Tool Description People Content Product Content Online FormExternal ToolsTemplate Add VendorHide Vendor Vendor Tool TestDirector Add Vendor ToolHide Vendor Tool Vendor Tool Task To export the Success Factor list from PIEmatrix.com to TestDirector, start with the… Automate TaskRemove Task 1 Add New Task Preview in Project Add Vendor Tool Task List