1. Partnership for Success Bridging the Gap – Strategy to Execution 24 th January 2006 NorCal OAUG 2006 Training Day

2. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview2 About the Speakers »Patricia Yates » Regional Vice President, Professional Services » 18+ years in software development and integration, including five years at Oracle, for clients in various industries such as Aerospace & Defense, Healthcare, Financial Services, and Retail » Prior experience as Director of Operations for Professional Services Firm » Email: pyates@navisite.com; Ph: 510-610-0731 / 408-965-9259pyates@navisite.com »Jayanta Samanta » Director, Professional Services » 13+ years in Information Technology specializing in Business Intelligence and Data Warehousing, including almost seven years at Oracle defining and managing Business Intelligence solutions for clients in various industries such as Retail, Telecom, Financial Services, Government, High- Technology and Manufacturing. » Actively involve in Oracle BI community participating in defining Oracle BI Implementation Methodologies and Best Practices. » Email: jsamanta@navisite.com; Ph: 510-928-4823 / 408-965-9831jsamanta@navisite.com

3. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview3 Agenda »NaviSite Background »Business Intelligence – Strategy to Execution » Challenges & Trends Why It is Difficult to Bridge the Gap Between Strategy and Execution » Solution on Oracle »Overview and Evolution of CPM »Implementing CPM » Methods and Success Factors »NaviSite CPM Solutions » Oracle » PeopleSoft » Siebel »Question & Answer

4. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview4 NaviSite (NASDAQ: NAVI) - Scalable Services on a Global Basis »Deep application and technical experience and expertise » Industry domain Expertise » Ex-Oracle, PeopleSoft and Big5 Consultants »Global capabilities » International (EMEA, Asia Pac) » Global offshore delivery »Complete application lifecycle services – Ability to address the entire application lifecycle, from planning and implementation, to ongoing management »Flexibility – NaviSite operates as an extension of your organization, providing services to address your specific needs Operational Leverage & Efficiency One consolidated service delivery platform Atlanta »Professional Services »Hosting Services »Outsourcing Services

5. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview5 Professional Services Offerings at a Glance Program & Project Management Business Consulting System Selection Process Technical Architecture DBA Services ERP and CRM System Implementation and Transformation Applied Technology Services Adoption & Learning Health check & Assessment SOX - Compliance & Governance Upgrade Consolidation M & A Spin- Off Business Intelligence Optimization Services Change Management Global DeliveryGlobal Roll Out Managed Services Industry Based Solutions PEOPLE Right blend of product knowledge, business / Industry experience and consulting skills Global Presence PROCESS Use NaviSite’s SureSuccess Methodology Establish a Global Business Model Facilitated Workshops Approach TOOLS Utilize Process Flows Approach Use tools and templates for rapid deployment

6. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview6 Business Intelligence Strategy to Execution

7. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview7 »Corporate Performance » Global competition » Margin pressure »Regulatory Compliance » Legislation Sarbanes-Oxley Patriot Act » Must haves External and internal disclosure Alignment and accountability Risk mitigation Challenges With Effectively Using Corporate Data Inability to Forecast Accurately on time Inability to Forecast Accurately on time Rapidly Changing Business Conditions Rapidly Changing Business Conditions Lack of Decision Process Automation Lack of Decision Process Automation Poor Visibility into Daily Operations Poor Visibility into Daily Operations Strategy Plan Managing Measures Execution Business Pressure Business Drivers

8. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview8 Aligning corporate strategy with daily operations Executing strategy by managing corporate performance measures Making informed business decisions via Insight-driven analysis Standardizing reporting and analysis to corporate best practices Complying with regulations by disclosing corporate information timely Providing Self-service access to role-based information Utilizing collaborative web-based performance management framework Performance Management Trends – Impetus for Change

9. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview9 »Daily Business Intelligence (DBI) – Management Reporting Dashboard enabling faster and informed decision making by providing key business performance measures at your finger tips. »Balanced Scorecard (BSC) – Enabling companies to develop custom Performance Management Systems to align Operations with Business Strategy »Enterprise Planning and Budgeting (EPB) – Streamlining enterprise planning, budgeting and reporting, on-going performance monitoring »Oracle BI Dashboard – An Integrated role-based single sign-on BI Portal framework. Providing an extensible reporting framework by integrating DBI, BSC & EPB to optimize business performance using Oracle eBusiness Suites technology framework NaviSite Business Intelligence Solution on Oracle Marketing Purchasing Service Sales Project Mgmt Human Resources Manufacturing Finance Align Report Monitor Oracle eBusiness Suite Oracle BI Dashboard DBI BSC EPB Disco

10. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview10 Role-based Oracle BI Dashboard - VP of Sales 360 ° view of corporate performance pre-built KPI, graphs, reports, trends for all business units Finance & Operations Procurement & Manufacturing Sales & Marketing Human Resource & PMO context sensitive drill-downs single sign-on, role-Based reporting dashboard configurable and extensible BI portal leveraging Oracle Applications technology framework

11. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview11 Managing Corporate Performance

12. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview12 CPM = ERP + Business Intelligence Formulating and Aligning Strategy to Execution Performance Score Card Monitoring & Customized Statutory Reporting Strategic Planning & Budgeting Financial Consolidations & Analysis Corporate Performance Management  Corporate Performance Management Framework  Collaborations CPM is an evolutionary merging of Business Intelligence and Enterprise Resource Planning, driven by the need for businesses to enable better financial and business performance visibility

13. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview13 Strategic Communication Performance Metrics Performance Feedback Correction Improvement Transactional Operational Information Consumer Groups Strategy Formulation: Enterprise Goals & Strategies CPM users from Strategy to Execution Source: Gartner, Inc

14. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview14 The Evolution of CPM Source – http://www.businessforum.com

15. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview15 How CPM Affects the Enterprise Competitors Products & Services Trading Partners Employees Government Executives Supply Chain Optimization Marketplace Analysis Customer Loyalty Collaboration Empowerment Sales Force Automation Profit & Loss Shareholders Interest Legal Reporting Corporate Regulations Operational Insights Portfolio Management Audit Control Performance Scorecards Benchmark & Assessment TCO & ROI CPM adds value to the business by broadening the scope of measurement - focusing on how an organization develops, implements and monitors their strategic plans with a variety of metrics. This strategic focus is kept throughout all management processes, right down to the contribution that individual budget holders make. CPM is all about the execution of the strategic plan.

16. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview16 Key Benefits »Get 360 ° view of financial and non-financial performance results at your finger tips »Links strategies to day-to-day operations and report on results so that plans become actions and people are held accountable »Enables to get early warning alerts to learn about problems and opportunities so you can take timely action »Provides framework to adjust plans, budgets, and forecasts if and when business conditions warrant a change »Helps to meet your regulatory compliance obligations confidently with the help of financial consolidation solutions and statutory reporting functions »Enables making informed business decisions through actionable business intelligence

17. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview17 Implementing CPM Methods & Success Factors

18. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview18 CPM - Bridging the Gap from Strategy and Execution »Align all four areas of management: » Measure - Planning and measuring the things that drive value for the organization » Processes - Strategic planning, budgeting, forecasting and monitoring results, while aligning operations with strategy are all part of the same process – moving an organization towards achieving their desired goals. » People - People doing the right things at the right time produces results. » Tools - Easy-to-use tools and technologies that enable actionable business intelligence and help CPM deliver against strategic goals. Source – http://www.businessforum.com »NaviSite takes a holistic approach to the implementation and monitoring of corporate strategy. »CPM solution combines business methodologies, processes and systems into a single enterprise-wide management system

19. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview19 12 Steps to Bridge the Gap – Don’t Just Measure, Manage It 1.Identify and agree on critical success factors Identify long-term and short-term business objectives and prioritize them based on business goals 2.Formulate a strategy Decide how to achieve the target measures 3.Create a plan Decide exactly what actions or tactical plans will be required to implement the chosen strategies 4.Align critical success factors with operational budgets and tactics Enable budget holders to enter budgets by actions/tactics so that consolidated data will allow management to evaluate the cost/success of individual tactics and the associated affect on strategy 5.Identify owners and assign responsibilities Identify owners and assign responsibilities for target measures. CPM is all about organizational accountability. Goals are generally only met if someone is made responsible for them 6.Identify target measures and record corresponding assumptions Identify target measures that drive organizational value and map to critical success factors

20. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview20 12 Steps to Bridge the Gap – Don’t Just Measure, Manage It 7.Communicate tactics, objectives, assumptions and timetables Manage expectations proactively 8.Manage target measures Monitor the actions and results of the tactical plans versus target measures: »To see if tactics will achieve the strategic goals »To establish how efficiently the organization is operating »To identify any weaknesses and opportunities that may be present 9.Analyze the results To see where the variances are and to decide on what to do about them »Review budget submissions »Review actual results 10.Forecast To see if the target measures set over time are still on course to be achieved 11.Provide a feedback loop Provide a feedback mechanism specifically aimed at 'how the targets can be improved' 12.Re-align operations Make adjustments in operational budgets, processes, people & technologies as needed to achieve desired strategic goals

21. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview21 »Oracle CPM products and solutions make enterprise-wide strategic, financial and operational planning, budgeting, forecasting, financial consolidation, reporting, and analysis easier, faster, more accurate, and more useful. These solutions enable organizations to: » Align operations to strategic goals » Report financials » Monitor measures …using near real-time business dashboards, which are available through the Daily Business Intelligence application and extensible through Oracle Balance Scorecard & Oracle Enterprise Planning and Budgeting applications »Oracle Corporate Performance Management (CPM) - Footprint » Daily Business Intelligence » Balance Scorecard » Activity Based Management » Enterprise Planning and Budgeting CPM on

22. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview22 NaviSite Corporate Performance Management Cycle on Oracle Goals Strategy Monitor Report Analyze Plan Measure What are the Organization Short & Long term Goals? How will the organization Achieve its Objectives? How will the organization Align its objectives and quickly respond to external and internal events? How will Key Performance Indicators (KPIs) be used to model and measure success? How will timely and relevant information be delivered to the appropriate decision makers? How will the organization evaluate the impact of “what-if” scenarios? How will the organization provide ongoing, consolidated financial & operational reporting? Deliver Balanced Scorecard (BSC) Enterprise Planning & Budgeting (EPB) Daily Business Intelligence (DBI) Discoverer Portal Completely integrated and automated 360 ° view of the Enterprise Performance Single source of truth - rules and data Filtered and summarized information Insight-driven analytics Guided multi-dimensional analysis Actionable business activity monitoring On-demand, drill-to-detail access Collaborative Web-based architecture

23. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview23 CPM on »PeopleSoft Enterprise Performance Management (EPM) offers performance management solutions for every budget and every phase of the management cycle, helping managers formulate strategies for profitable growth, align strategies with operational plans, actively monitor day-to-day operations, and collaborate across the enterprise. The complete EPM solution consists of the following key elements: » Performance Management Warehouse » CRM Analytics » Financial Analytics » Supply Chain Analytics » Workforce Analytics » Industry Analytics »NaviSite has PeopleSoft experience in large complex implementations, as well as smaller rapid deployments. Our EPM experience is diversified, as it includes activity-based management, workforce analytics, workforce scorecard, budgets and more

24. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview24 CPM on »From improving win rates in sales, to optimizing supplier performance in operations and enabling finance to pinpoint the drivers of profitability and accelerate cash flow, Siebel Business Analytics applications reveal the interdependencies between organizational functions. They provide unmatched insight across your value chain that translates into increased revenue, lower costs, and better business results. Siebel's comprehensive analytics applications include: » Enterprise Sales Analytics » Enterprise Contact Center Analytics » Marketing Analytics » Supply Chain Analytics » Financial Analytics » Workforce Analytics »NaviSite has Siebel experience in large complex implementations, as well as smaller rapid deployments. We provide our clients with a BI solution that meets their end-user criteria, technical requirements, and business needs

25. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview25 Experience in Implementing Oracle CPM solutions

26. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview26 Some useful information on NaviSite CPM Solutions »NaviSite Professional Services (http://www.navisite.com) »NaviSite Business Intelligence Services – a data sheet on NaviSite business intelligence solutions and services »Managing Corporate Performance - Through Business Intelligence from Strategy to Execution - A holistic approach by NaviSite, Inc. – a white paper »Contacts Visit booth # 20 for more information NaviSite, Inc 2720 Zanker Road San Jose, CA 95134 Phone: 408-965-9000 Fax: 408-965-9201

27. 17 November, 2015Partnership for Success | NaviSite's CPM Solution Overview27 Question & Answer