Topics Organization/Roles –Organization: Katha Raulston & I – Alex James by Y/E –Roles: Sales support Deployment Support –Set-up (Client finance org., guidelines, FAs, initial projects) –Ongoing project support (ID, review, monitor, close-out) –Closed project reporting – invoicing Financial reporting - minimal Plans 1.AJ - joins group- transitions onto ABS, takes over CZB 2.Katha – ALO & WEC – possible IKN support depending on WEC requirements 3.JA – tighter integration with CFO rleo to Scottsdale? Develop FP&A

SSA Finance Role DeploymentStart-Up Deployments in Production (>3Mos.) SSA Deployment Team Sales Support (pricing, ROI, contract, etc.) Establish initial capability with client FC & FAs, templates, processes. Client relationship (including all champions) Develop deployment processes/roles Work with SSA for material/resources Identify projects & teach client pipeline process Charter, prioritize & present projects to SC Train & develop Belts Drive projects & results! Manage deployment to achieve SSA & client expectations Reporting (P&Ls, Forecasts, ad-hoc, etc.) Training (Finance 101, FC & FA orientation) Project benefit reviews Steering Committee Benefits Validation (closeout) Check to SSA based on results SSA Finance

Deployment Organization set-up (Client & SSA) BB guidelines BB ID & Selection Project ID, scoping, prioritizing, chartering & selection Project assignment Training Mentoring Project Closeout Post-close tracking & reporting Invoicing BB repatriation Post-close project wash- out Pipeline Deployments –TYC – got us started –IKN – first full BVS engagement – developing processes/roles/learning –WEC – didn’t follow our own rules – bad execution –ALO – well managed – significant learning from others –ABS – great potential – not sure about status/execution –CZB – off to a bad start – but potential for good engagement

Participate in financial planning –establish cash planning –Develop budgets/goals Begin financial analysis –Performance analysis (reconcile month/month changes) –Deployment optimization, etc. Develop missing procedures for deployments (or revisit weak procedures) Design/develop reporting system (version 1) Reorganize monthly meetings Case Studies?? Recommendations