Presentation to Rebate Fullfillment 11/29/20111
Heritage Overview Formed in 2003 as IT Staffing Firm Exceeded $5M in gross revenue Headquartered in Glendale, CA Provide Nation-wide coverage Held Privately - Owner / CEO /President: Jeff Estep Other Key Personnel: o Alex Hramtsov, Chief Financial Officer o Lydia McCarthy, Senior Vice President Operations o Tom Swysgood, Chief Information Officer 11/29/20112
Staffing Practices Experienced pool of technical resources –Project Management – PMI, PMP & ITIL certified –Systems Engineering & Design –Application Design and Development - Oracle, JAVA, J2EE, Tivoli, Rational Tools –Platform Administration – Certified in IBM, Sun, Microsoft, Unix –Data Center relocation –Storage, Network and Systems Administration –Enterprise Application - People Soft, Oracle Financials, SAP, Lawson, JD Edwards 11/29/20113
Strategic Alliances Parago Rebate Processing and Incentive Awards AT&T Operation Hand Salute Reseller of Lieberman’s Security Software Reseller of Fujitsu’s Glovia ERP solution Peer to Peer Partnership with NetApp Oracle’s North American Consulting Subcontract Program 11/29/20114
Key Strategies Key Strategies 11/29/20115 Use the deep experience of our staff to derive a better understanding of customer needs Extend the business from staff augmentation to solutions practices Operate as an alternative source of IT resources by offering a lower cost and a closer relationship with company principals Utilize Native American Status and DOD rebate program Take advantage of Disabled Veteran and Small Business Status
Certifications Service Disabled Veteran Enterprise (DVBE) Small Business (SB) Minority Business Enterprise (MBE) TL9000 o Telecommunication Quality Standard o Superset of the ISO 9001:2008 Quality Standards GSA Schedule 70-GS-35F-0049V CMAS Schedule A 11/29/20116
7 Clients
Major Engagements Nissan : Program Management Support, Data Center Relocation Support, Web Applications Development, Legacy Software support, System Administration, Technical Writing State of California’s Public Utilities Commission Thru Communication Service for the Deaf : Knowledge base creation for CA call center support Silicon Valley Storage Company: Project Management, Nationwide Multi-Media Web Infrastructure, IT Architecture SAIC/VA – Data warehouse Repository Application development JAVA, J2EE, Configuration Management, Quality Control, Rational Rose, Clear Case East Coast Pharmaceutical Company: Authentication Solution (PKI Technology Solutions) State of CA: SAP Integration Support, Technical Documentation Media & Entertainment Company: Oracle Infrastructure Assessment, Web applications performance troubleshooting, Program Management Support, SOA Applications Architecture Telecommunications: IT Security Assessment Northrop Grumman: SAP Integration Support, Asset Management 11/29/20118
Critical Success Factors Excellence in fulfilling the promise - reliable, trustworthy expertise and information. Developing visibility as a minority owned company to generate new business leads. Leveraging from a single pool of expertise into multiple revenue generation opportunities. 11/29/20119
Heritage’s Role at PG&E Elaine Fat, Project Manager o Accountable for smooth implementation, complete SOW delivery and meeting project deadlines, adhering to TL9000 standards o Conduct quarterly and semi-annual business reviews o Be the key liaison between PG&E and Heritage/Parago o Provide local representation for team (available for face to face within 2 hours drive) John Moon, Account Manager o Manage the day-to-day aspects of rebate and incentive programs o Responsible for promotion setup, reporting, client support 11/29/201110
Contact Information Elaine Fat Regional Director Heritage Global Solutions Inc (office) 11/29/201111