1. Methodologies for Global Projects Open Box Software

2. Agenda Introduction Approach and Project Initiation Analysis Development UAT and Implementation Support Considerations

3. Introduction Open Box –Deliver bespoke software to offshore clients in real estate investment and financial industries Primary Client –Real estate investment and asset management –Head office in New York City –Operations in US, EU, China, India, Brazil –Delivered over 30 business solutions for them

4. Approach and Project Initiation Project sponsor buy-in Project team setup SDLC methodology Communication channels Collaboration tools Conflict resolution process

5. Analysis Documentation –Scope and objectives = project definition –What and why = requirements specification –How = functional specification Process –Estimate at each step –Walkthroughs (project team) –Presentations (user group) –Sign off at each step

6. Development –Centralized development team –Region specific test data –Multiple system demonstrations Use of region specific examples Language considerations –Change control process Project management –Weekly status calls (region specific) –Monthly project review call (all regions)

7. UAT and Implementation Pre-UAT application walkthrough and objectives User acceptance testing –UAT checklists / scenarios –UAT feedback sessions –Feedback incorporation prioritization Training –Super-user training –Regions user group training –Training manuals and videos

8. Support Hardware –Server monitoring with alerts –Partnering with “Daylight” vendor Software –Helpdesk (India based 24x7) –Core application support in central location –Shifts at peak times –24h mobile application support Business process and application functionality

9. Considerations SA time zone straddles all regions business days –What does a typical day as a PM look like?

10. Considerations cont. PM / BA overhead high Face-time with all regions essential Project team makeup considerations Different cultures to consider Head office culture / objectives Statutory requirements and other business deadlines (e.g. Audit, reporting etc.)

11. Contact Us More information: –www.openboxsoftware.comwww.openboxsoftware.com –www.openboxsoftware.co.zawww.openboxsoftware.co.za Contact Details: –240 Main Road, Tokai, Cape Town –021 713 9300 –082 5767 129 (Open Box)