1. Enterprise Compliance Management Solution
Tim Fischer
EtQ Enterprise Account Executive
Tom Barlow
EtQ Pre-Sales Engineer
<Replace top EtQ logo with customer’s logo from
<Click on arrow above the small EtQ logo to skip GTM slide>
ISO Certifications

2. The GoToMeeting Attendee View
“Have you used GoToMeeting before”? <IF yes Click on arrow above EtQ logo to jump forward>
“Clicking the red arrow <CLICK> Tab opens <CLICK> and closes <CLICK> the Control Panel”.
“Attendees can use the Chat dialog if we have any phone problems”.
<NOTE: If you have multiple Attendees using telephone you can ask them to their Audio Pin on their telephone keypad so that organizers can mute them if necessary (Hold Music, Hold Beeps, noisy cell, etc). They must enter #PIN# if they are already on the call. Organizer can resend PIN by right clicking name in Attendee List>
phone number

3. Agenda Reliance TM Overview Interactive Reliance Demonstration Wrap-up
Overview of EtQ, Inc.
EtQ Reliance Product Overview
Interactive Reliance Demonstration
EtQ Portal & Reporting
3 top Priority Modules to be reviewed
EtQ Designer (configuration tool)
Wrap-up
“Our agenda – a brief overview of EtQ, our company and our product Reliance, then a live demonstration”.
<Click on arrow above EtQ logo to skip company information and go to product details> 3

4. Core Messaging Statement
EtQ is the leading Enterprise Quality and Environmental Health and Safety Management Software for identifying, mitigating and preventing high-risk events through integration, automation and collaboration.
EtQ uses best-in-class integrated solutions and enterprise application integration to manage and measure Quality and Environmental Health and Safety processes and execute organizational change.
“EtQ, which stands for Excellence through Quality is a leading provider of compliance software to identify, mitigate and prevent high risk events”.
“EtQ uses best in class applications to help you manage and measure all parts of your compliance efforts”.

5. Who We Are The Company Financial Health
Founded in 1992 as a Quality Consulting Organization
Founders’ background is in Quality and Environmental
First software product: 1995
Financial Health
Independent company
No external capital
No debt
Consistent 35% sales growth per year over past 5 years
Profitable since inception
R&D re-investment is 22% alone
Strong maintenance revenue stream
Over 95% retention rate over past 5 years
<GF: UPDATE SALES GROWTH % ONCE 2012 FINANCIALS COMPLETED>
-” EtQ has been in business for over 20 years
-We started as a quality consulting firm
-Our founders were auditors or lead assessors for Underwriter’s Laboratories so we have a strong background in quality and compliance
-Our consulting customers began asking for software to help manage compliance details.
-There was nothing we could comfortably recommend so EtQ became convinced to offer our own solution.
-This has been very successful, we are an independent company with no external funding or debt and are beholden only to our customers.
-EtQ has strong and consistent sales growth and a very strong customer retention rate”.

6. Market Intelligence - Gartner
Gartner’s take on EtQ
“The information (EtQ) shared led us to rate their financial condition as positive…it has no debt, no external capital, reinvests an amount typical for the QMS software market in product R&D and with an excellent maintenance revenue stream from a large customer base including many Fortune 100 companies we believe it represents little risk.”
“EtQ's strategy in the QMS space aligns well with Gartner's view of how the market is evolving”.
“Gartner – a leading IT research firm recently took a look at us and our product.
They ranked EtQ, our company as positive and said we represent little risk to our customers.
They also said that they see the market evolving the same way as we do”.

7. Market Penetration EtQ customers come from many market segments…
“Our customers come from all parts of the market …” <CLICK>

8. Customer-Centric Company
Install base
Over 500 companies
Over 1,000,000 users to date
Across sites
“Our customers range from startups to small companies, all the way up to huge customers using our software globally”. 8

9. Module Breakdown For more details: ETQ Online Modules Matrix
“Details on each of our applications and the different suites are available on our website”.
“Full descriptions of each application and white papers are available by clicking on the application name”.
<Click on arrow above EtQ logo to skip Suite details>
<Click on Icon above suite name to go to Suite details>

10. Module Breakdown Modules - As of version 10.0 of EtQ Reliance: QMS GMP
EHS
F&B
SMS
Audits Management •
Calibration and Maintenance
Change Management
Complaints Handling
Corrective Action and Preventive Action (CAPA)
Emergency Preparedness Plans • 
Customer Feedback
Deviation
Document Control
Employee Training
Enterprise Risk Management
Failure Mode and Effects Analysis (FMEA)
Hazard Analysis Critical Control Points (HACCP)
Incidents, Accidents and Safety Reporting
Job Safety Analysis (JSA)
Legislative and Regulatory Requirements
Material Returns
Meetings Management
Monitoring and Inspection
MSDS
Nonconforming Materials
Product Specification Management
Production Part Approval Process (PPAP)
Project Control
Quality Records Management
Receiving and Inspection
Supplier Rating
Sustainability

11. What We Offer Environmental Health and Safety
Environmental Health and Safety
Comprehensive integrated suite of modules built on the EtQ Reliance Platform to meet the needs of EH&S Management standards and initiatives:
Features comprehensive set of utilities
Document Control
Change Management
Corrective Action
Employee Training
Audits
Deviations
Incidents, Accidents and Safety Reporting
Meetings
Aspects, Objectives and Targets
MSDS
Job Safety Analysis
Calibration & Maintenance
Emergency Preparedness
Legislative and Regulatory Requirements
Monitoring and Inspection
Project Control
Risk/Hazard Register
Quality Records
“EtQ offers Environmental health and safety solutions …”
<Click on arrow above EtQ logo to skip remaining Suite details>
<To go backwards to module breakdown, Right Click in slide body and select “Last Viewed”>
Centralized Reporting
EtQ Designer
Alerts and KPI Reporting
Connection Profiles (Integration)
Quantitative Risk Assessment
Escalation/Delegation
Enterprise Configuration Center

12. What We Offer Quality Management Solution
Quality Management Solution
Comprehensive integrated suite of modules built on the EtQ Reliance Platform to meet the needs of Quality Management standards and initiatives:
Features comprehensive set of utilities
Document Control
Change Management
Corrective Action
Employee Training
Audits
Deviations
Nonconformances
Meetings
Supplier Management
FMEA
PPAP
Calibration & Maintenance
PDM (Spec. Mgmt)
Legislative and Regulatory Requirements
Complaint Handling
Project Control
Material Returns
Quality Records
“We offer solutions for General Quality management…”
<Click on arrow above EtQ logo to skip remaining Suite details>
<To go backwards to module breakdown, Right Click in slide body and select “Last Viewed”>
Centralized Reporting
EtQ Designer
Alerts and KPI Reporting
Connection Profiles (Integration)
Quantitative Risk Assessment
Escalation/Delegation
Enterprise Configuration Center
Suppliers & Materials

13. What We Offer Good Manufacturing Practices
Good Manufacturing Practices
Comprehensive integrated suite of modules built on the EtQ Reliance Platform to meet the needs of GMP standards and initiatives:
Features comprehensive set of utilities
Document Control
Complaint Handling
Corrective Action
Change Management
Audits
Employee Training
Nonconformances
Deviations
Supplier Management
FMEA
PPAP
Calibration & Maintenance
PDM (Spec. Mgmt)
Legislative and Regulatory Requirements
Project Control
Material Returns
Quality Records
“We offer solutions for regulated organizations ….”
<Click on arrow above EtQ logo to skip remaining Suite details>
<To go backwards to module breakdown, Right Click in slide body and select “Last Viewed”>
Centralized Reporting
EtQ Designer
Alerts and KPI Reporting
Connection Profiles (Integration)
Quantitative Risk Assessment
Escalation/Delegation
Enterprise Configuration Center
Electronic Signature (21 CFR Part 11)

14. What We Offer Food Safety Management Solution
Food Safety Management Solution
Comprehensive integrated suite of modules built on the EtQ Reliance Platform to meet the needs of Food Safety standards and initiatives:
Features comprehensive set of utilities
Document Control
Change Management
Corrective Action
Employee Training
Audits
Deviations
Nonconformances
Meetings
Supplier Management
Quality Records
HACCP
Calibration & Maintenance
PDM (Spec. Mgmt)
Legislative and Regulatory Requirements
Complaint Handling
Project Control
Material Returns
“EtQ offers a Food and Beverage solution”
<Click on arrow above EtQ logo to skip remaining Suite details>
<To go backwards to module breakdown, Right Click in slide body and select “Last Viewed”>
Centralized Reporting
EtQ Designer
Alerts and KPI Reporting
Connection Profiles (Integration)
Quantitative Risk Assessment
Escalation/Delegation
Enterprise Configuration Center

15. What We Offer Aviation Safety Management Solution
Aviation Safety Management Solution
Comprehensive integrated suite of modules built on the EtQ Reliance Platform to meet the needs of Aviation Safety Management standards and initiatives:
Features comprehensive set of utilities
Document Control
Change Management
Corrective Action
Employee Training
Audits
Deviations
Incidents, Accidents and Safety Reporting
Meetings
FMEA
MSDS
Job Safety Analysis
Calibration & Maintenance
Emergency Preparedness
Legislative and Regulatory Requirements
Monitoring and Inspection
Project Control
Risk/Hazard Register
Quality Records
“EtQ offers Airline Safety Management systems”.
<Click on arrow above EtQ logo to skip remaining Suite details>
<To go backwards to module breakdown, Right Click in slide body and select “Last Viewed”>
Centralized Reporting
EtQ Designer
Alerts and KPI Reporting
Connection Profiles (Integration)
Quantitative Risk Assessment
Escalation/Delegation
Enterprise Configuration Center

16. Customer Benefits through EtQ
Time Savings Case in Point: Customers save time using EtQ
Reduced review periods from 45 days to 1 day
Average 650 man hour savings each year
Report generation time reduced by 70% using EtQ
Enhanced Efficiency Case in Point: Processes are streamlined
Reduced administrative overhead by 80% using EtQ’s tools
Reduced over 700 Redundant IT systems into 1 = EtQ!
Increased disposition efficiency using EtQ, representing over $25,000 in savings
Cost Savings Cases: Customers Maximize their investment in EtQ and see results!
Saved over $250K upfront and $150K in maintenance by updating manual system to EtQ
Automatic Nonconformance process has freed up 3 full time resources for the company
By reducing time to search for records, EtQ’s system has saved $70,000 annually
“Reliance provides great return on investment, we have case studies showing how we can <CLICK>
Save you time, <CLICK>
Streamline your processes <CLICK>
And save you significant amounts of money !
I can provide Case Studies detailing these to you if you’d like them”.
_________________________________________________
NOTE:
Case Studies are in Document Control.
Studies referenced:
45 days to 1 day – Virginia Blood Services Case Study
650 man hours savings – Virginia Blood Services Case Study
Report generation reduced by 70% - ROI Story
Reduced admin by 80% - Cooper Tire Case Study
700 IT systems to 1 – Kimberly Clark Case Study
Increased disposition by $25,000 – ROI Story
$250K upfront, $150K Maintenance- Hydramaster
3 FT Resources – ROI Story
$70K annual savings – ROI Story

17. EtQ RelianceTM
Reliance is an easy to use, high performance Java based application that uses Industry Standard technology to fit well into today’s IT environments.
We work with a variety of application and database servers as well as your internal mail system.
Users require only a browser – nothing else to install or validate. We support Internet Explorer, Firefox, Chrome and Safari on the iPad.

18. Market Intelligence - Gartner
Gartner’s take on Reliance
“In the QMS space we consider Reliance to be a benchmark product, that is one that most companies will see as having among the richest and most comprehensive feature sets and against which they tend to compare other solutions. The functionality offered in Reliance should meet or exceed most manufacturers QMS needs.“
“On our product, Gartner says that Reliance is the benchmark – the one that others will be measured against”.
“It has a set of features and functionality that should meet or exceed what most organizations need”.
<Click on arrow above EtQ logo to skip Customer Benefits and go to Agenda>

19. EtQ Reliance - Platform Approach
Configurable workflow-based business process automation tool
Web-based
Flexible and Easy to Use
Industry Standard Technology
Workflow automation
“Out-of-the-Box” Best Practices
Configurable without programming
Designed for Integration and Scalability
Reliance is a configurable, business process automation tool that uses a consistent, platform approach.
The Platform includes a common set of utilities and features which are available to all applications.
All of our applications have a consistent user interface and with the appropriate license you can configure new applications that take advantage of everything the platform has to offer.
Platform Wide Utilities
Designer | Integration | Centralized Reporting | Quantitative Risk Assessment

20. Scalability Enterprise Configuration Center
Manage any size of organization – single site or global
Ensure users see only what is appropriate to their role / site
Control user, group and location security from a single application
Manage data from a single application
Interact with other systems
ie. SharePoint, SAP, external databases
Reduce IT overhead
Speeds implementation time
Reliance is enterprise level software that scales to any size of organization.
The Enterprise Configuration Center ensures that people see only what is appropriate to their role while making all data available for top level reporting.
Easy to use admin tools will not burden the IT group and makes implementation quicker and easier.

21. Internationalization
Language Preference
Each user can specify their preferred language based upon browser settings
Local Date and Number Format
Dates, times and numbers are automatically displayed and captured in the user's local format
Double-byte Character Support
EtQ Reliance also supports Double-Byte Character Set (DBCS) such as Japanese, Chinese and Korean
Multi-Language Global Roll-up Reporting
Keyword fields store their values as unique ID code to allow global roll-up reporting across multiple languages, regardless of the language used to select the values
Reliance can be localized for your international users – their language, date, time and numeric choices.
Reliance allows for use of multiple languages, including those that might require an extended character set, such as Korean, Chinese or Japanese.
<Click on arrow above EtQ logo to skip license and install slides> 21

22. Deployment Options On Premises Deployment Hosted
Reliance is installed in your facility
Administration performed by your IT group
You purchase Reliance & support it internally
Hosted
EtQ Reliance is installed in a hosted environment
Administration is performed by EtQ Technical Services
You purchase Reliance and hosting fees for EtQ to support it
Software as a Service (SaaS)
EtQ Reliance is available on a subscription basis
You purchase a subscription to access the software
You own your data only
Reliance may be deployed in your IT environment, may be installed in a cloud based environment or provided as Software as a Service.

23. Integrated Solution

24. EtQ Reliance Designer EtQ Designer: Workflow EtQ Designer: Forms
EtQ Designer: Views
Your administrators will have full control over the forms ,
you may change any of our terminology, add hints or instructions, remove unnecessary fields or add an unlimited number of new fields. <CLICK>
With an easy to use flow chart interface you manage all of the review, approval steps and action items associated with your business processes. <CLICK>
And you control all of the views – the real-time, web based reports.
All using drag and drop tools without requiring any programming.

25. Timeliness, Efficiency and Accountability
Immediate Assignment and Notification
Escalations
Automated reminders involving others if necessary
Delegation
Assign review and approval duties to a delegate
Electronic Signatures
Comment History or Force Authentication 21CFR Part 11
Reliance includes tools to improve the timeliness, efficiency and accountability of users. <CLICK>
We work with your regular inbox to send assignments and notifications.
subject tells a user the type of document, step in the process and due date.
Body of the provides a link to the record that requires attention and the body can contain further details. <CLICK>
Escalations will send reminders as due dates approach. Reliance might send one friendly reminder and then begin to send s to supervisors or managers as required. <CLICK>
Delegations allow people who are travelling or out of the office to have their reviews and approvals performed by one or more delegates on an application by application basis, preventing tasks and assignments from being delayed. A log will allow a person to see a summary of everything their delegates have managed for them with the ability to drill down to further detail. <CLICK>
We capture the details of who has done what and when, increasing accountability.
<Click on arrow above EtQ logo to skip 21CFR detail>

26. 21 CFR Part 11 Compliance Features
Additional Security features added to EtQ Reliance
Designed to exceed compliance with the FDA 21 CFR Part 11 rule
Electronic Signatures and Records, Audit Trail and Security
High-Level Features:
Electronic Signature Binding: Automatically and securely binds the authenticated user's electronic signature, and forces authentication every time a record is processed
Audit Trail: Display the Audit Trail for a specific field, a specific event (phase) or for the entire record
Enhanced Password Security: Automatic password aging with configurable expiration and warning periods, as well as automatic protection against repeated attempts to log in without proper username and password
Regulatory Compliance Workflow: Best Practices and workflows designed to support regulatory requirements
We are fully compliant with 21CFR Part 11 if your organization requires it.

27. (Java, XML, Web Services)
Integration
Create synchronized MS Office attachments
Synchronize Word and Excel attachments
Synchronize MS Project files with Reliance Projects
Publish to MS SharePoint
Synchronize Users and Groups from Directory Services
SAP Certified Integration
Provide links to External URLs
Real time JDBC lookups from external systems
Configurable Connection Profile
Delimited Text, JDBC/JNDI or XML
Full Featured API
Table
(Data Repository)
EtQ APIs:
(Java, XML, Web Services)
(Java, XML,
Web Services)
We give you several industry standard methods to retrieve details from other systems and if you permit it, to push data to another application.
_______________________________________
Optional Detail:
Office Integration permits bi-directional exchange of field data between Reliance and Word or Excel documents
You can publish meta data and attachments to SharePoint servers.
You can integrate with existing network services, such as Active Directory.
We have a certified SAP connector.
Using configurable Connection Profiles you can synchronize detail in a variety of formats with other systems on a scheduled basis.
You can access live data from other systems in real time, using keyword lookups.
For advanced requirements we have a Web Services API.
<Click on, arrow above EtQ logo to skip Integration Examples>

28. Centralized Reporting:
Multiple formats
Scheduled, ad-hoc, portal
Search, filter tools
Export to Excel, PDF
Use 3rd party tools
Reliance offers lots of different report formats …
• Real-time web-based reports called ‘Views’
• Charts & Graphs
• Trend based reports
Reports can
• Run on demand or on a schedule
• Be included as part of a real-time web portal
Reliance includes search and filter tools.
And the ability to export to Excel and PDF.
If you already own a 3rd Party Tool such as Crystal or Cognos you can use it to report on detail in Reliance.

29. Centralized Reporting:
Multi-Level Drill-Down Reporting
... just “click”
What did it cost for each product line?
LEVEL 1
What is the breakdown on ABC?
LEVEL 2
If you don’t already own a 3rd party tool – you don’t need to purchase one
The Reliance platform includes the Centralized Reporting Utility
This allows you to create your own reports with multi-level drill down that <CLICK>
users can easily click their way through <CLICK>
They can go from a high level overview through one or more levels of additional detail <CLICK>
They will eventually come to the view – which will now be filtered by everything they have clicked their way through <CLICK>
Users can now open any record and see the details that other users have provided <CLICK>

30. EtQ RelianceTM Summary
A fully automated, configurable workflow-based business process automation tool
Web-based
Workflow automation
Industry Standard Technology
“Out-of-the-Box” best practices
Configurable without programming to meet your unique needs
Integrates with 3rd party applications
Allows use of multiple languages
Enterprise reporting tools
Risk Assessment tools
Timeliness and Accountability tools
To summarize:
-Reliance is a web based tool that automates all of your compliance efforts.
-It is built on Industry Standard Technology to fit well into today’s IT environments,
-It comes pre configured with best practices we’ve learned over the years,
-But may be configured to meet your unique needs without requiring any programming.
-Reliance provides you with industry standard ways to connect to the systems you already own.
-You get support for multiple languages,
full featured reporting,
risk,
timeliness and accountability tools all straight out of the box. 30

31. Demonstration

32. EtQ Professional Services Model

33. Project Management Paradigm
Expected Resource Level
with EtQ Implementation Process
Actual or
Unplanned
Resource
Level
Avoid Post Release
Problems
Traditional Resource Level
Time
Resource Level
So how do we ensure Successful Project Results?
We invest time early in the project to gather your customer requirements. We will define the scope of this implementation to ensure all necessary stakeholder are involved and to identify which points in the process each stakeholder’s involvement is needed, so that everyone’s resources are used as efficiently as possible. Taking the proper amount of time up front will eliminate any post release issues. These types of issues typically require additional or prolonged use of resources. We need to deliver a successful solution on time and within budget.
So, How does our model align with optimizing the project management process? 33

34. EtQ Design Model Understand the Business Need Business Case
SIPOC Analysis
Detailed Process Mapping and Output Success Criteria
Translate Business Need into Software Design
Detailed Design Specifications
Approval of Specifications prior to Configuration
First we invest the time early in the project to understand the Business Need to be addressed by the software:
Business Case - We begin by developing a solid business case for each module deployment. This is really WHY the business has elected to engage in this project. This statement is the driving “Mission” for the project.
All requirements and processes should relate back to this or be evaluated as needs, wants or desires, that are not in the scope of this project.
SIPOC Analysis – This tool allows us to define the key stakeholders of the business process to ensure all of the correct parties are involved in the definition of requirements
Output Success Criteria – This is the criteria used to measure if the expected outputs have been achieved.
Detailed Process Mapping – As a result of the SIPOC, we will identify all of the necessary process inputs and outputs. Detailed Process mapping enables us to see the process for turning inputs into the desired outputs.
Detailed Design Specification - The first 3 exercises give us the business information needed to create complete design specifications for software configuration which will ensure that the software design completely addresses all needs of the business process.
Approval of Requirements – EtQ requires approval of the requirements prior to the start of configuration. This approval clearly establishes the scope of configuration. Changes the requirements post approval would go through a change request process where impact of the change on the project scope and timeline can be assessed and approved/rejected by project sponsors.
EtQ’s Goal: To deliver a successful solution on time and within budget.

35. Project Roles and Responsibilities
EtQ Roles:
EtQ Executive Sponsor: Member of the EtQ Executive team. Provides executive-level support to the project, if needed.
EtQ Professional Services Manager: Manages all EtQ IC, Technical IC and PSA resources. Responsible for assigning and scheduling those resources.
EtQ IC (Implementation Consultant): System analyst assigned to the project. Responsible for translating business requirements into system configurations. Coordinates project activities with other EtQ resources.
EtQ Technical IC: System configurator assigned to the project. Responsible for training the customer and implementing the configurations.
EtQ Validation IC: Implementation Consultant involved in training and execution of validation services.
EtQ PSA (Professional Services Assistant): Project coordinator assigned to the project. Responsible for tracking scheduled activities and project milestones.
EtQ Installer: Responsible for installing the hosted and onsite copies of the system.
EtQ Development: Responsible for developing custom functionality for the system.
EtQ TS (Technical Support): Responsible for providing online technical support for the system.
As with any project management initiative, it is critical to identify the roles involved with the project. This helps to define those involved and assign responsibilities to those roles. It also allows the customer to feel comfortable with who will be involved in their project. This slide highlights the various roles within EtQ that will be involved in the project on some level. 35

36. Project Roles and Responsibilities
Customer Roles:
Project Sponsor: Customer representative ultimately responsible for the success of the system. Approves significant changes to the project scope.
Project Manager: Customer representative responsible for managing the project on the customer's side.
Reliance Administrator: Customer representative responsible for leading the implementation of the new system. Performs most of the administration and configurations, in collaboration with the Process Owners.
Process Owner: Customer representative responsible for the implementation of a specific module. Provides business requirements and may perform administration and configurations as well.
System Administrator: Customer representative responsible for providing IT support to the project. Requires access to the infrastructure hardware and software on which the system is running.
Validation Team: Customer representatives responsible for system validation.
Technical Team: Customer representatives responsible for supporting advanced configurations, migration or integration.
End Users: Responsible for testing the configured system for use in production.
In Addition to EtQ’s roles, it is important to understand the roles involved on the customer side. This is both for EtQ’s benefit, and more importantly, for the benefit of the customer. Successful project rely on the strength of the team, and the ability to assign people to roles within the project creates a framework for implementing a successful project. 36

37. SIPOC Overview
EtQ uses a valuable tool called the SIPOC diagram to help define the processes.
A SIPOC diagram is a tool used by a team to identify all relevant elements of a process improvement project before work begins. It helps define a complex project that may not be well scoped, and is similar and related to other well-known Process Mapping and In/Out of Scope tools, but provides additional detail.
The tool name prompts the team to consider the Suppliers (the 'S' in SIPOC) of your process, the Inputs (the 'I') to the process, the Process (the 'P') your team is improving, the Outputs (the 'O') of the process, and the Customers (the 'C') that receive the process outputs. In some cases, Requirements of the Customers can be appended to the end of the SIPOC for further detail.
The SIPOC tool is particularly useful when it is not clear:
Who supplies Inputs to the process?
What specifications are placed on the Inputs?
Who are the true Customers of the process?
What are the Requirements of the customers? 37

38. SIPOC Overview
EtQ uses a valuable tool called the SIPOC diagram to help define the processes.
A SIPOC diagram is a tool used by a team to identify all relevant elements of a process improvement project before work begins. It helps define a complex project that may not be well scoped, and is similar and related to other well-known Process Mapping and In/Out of Scope tools, but provides additional detail.
The tool name prompts the team to consider the Suppliers (the 'S' in SIPOC) of your process, the Inputs (the 'I') to the process, the Process (the 'P') your team is improving, the Outputs (the 'O') of the process, and the Customers (the 'C') that receive the process outputs. In some cases, Requirements of the Customers can be appended to the end of the SIPOC for further detail.
The SIPOC tool is particularly useful when it is not clear:
Who supplies Inputs to the process?
What specifications are placed on the Inputs?
Who are the true Customers of the process?
What are the Requirements of the customers? 38

39. Process Mapping
As EtQ maps the processes overall, we are going to take each step in the process and create a detailed process map in order to gather your requirements. Detailed Process mapping enables EtQ to see the process for turning inputs into the desired outputs. The flowchart illustrated here is an example of a process map generated as a result of a SIPOC 39

40. Word Form Mock-up
The first three steps in EtQ’s Implementation planning and design provide the critical business information needed to create complete design specifications for software configuration which will ensure that the software design completely addresses all needs of the business process.
EtQ’s Design Specification includes documentation such as MS Word and Visio mock-ups of the forms and workflows to be built in Reliance to allow the stakeholders to more easily understand how the requirements will appear in the screens within the system. This provides a simple and useful foundation for collaborating on the design of the customer’s requirements.
The mock-ups are then translated into much more detailed Excel tabular design specifications with numbered requirements which can be linked to the customer’s traceability matrix for validation.

41. Visio Workflow Mock-ups
The first three steps in EtQ’s Implementation planning and design provide the critical business information needed to create complete design specifications for software configuration which will ensure that the software design completely addresses all needs of the business process.
EtQ’s Design Specification includes documentation such as MS Word and Visio mock-ups of the forms and workflows to be built in Reliance to allow the stakeholders to more easily understand how the requirements will appear in the screens within the system. This provides a simple and useful foundation for collaborating on the design of the customer’s requirements.
The mock-ups are then translated into much more detailed Excel tabular design specifications with numbered requirements which can be linked to the customer’s traceability matrix for validation.

42. Detailed Design Specifications
The first three steps in EtQ’s Implementation planning and design provide the critical business information needed to create complete design specifications for software configuration which will ensure that the software design completely addresses all needs of the business process.
EtQ’s Design Specification includes documentation such as MS Word and Visio mock-ups of the forms and workflows to be built in Reliance to allow the stakeholders to more easily understand how the requirements will appear in the screens within the system. This provides a simple and useful foundation for collaborating on the design of the customer’s requirements.
The mock-ups are then translated into much more detailed Excel tabular design specifications with numbered requirements which can be linked to the customer’s traceability matrix for validation.

43. Project Plan Overview
The EtQ Implementation Process goal is to Take requirements and produce results. During the planning and design of the implementation project, expectations are set, requirements are clearly defined, and the processes are mapped and detailed. Once this is complete, the process of implementing the solution can begin. EtQ’s Implementation process is designed to leverage those requirements and configure the solution to get the customer’s project completed on time and on budget. The result is a clearly defined and configured solution that meets expectations and provides the highest Return on Investment possible. The next few slides highlight the various phases of EtQ’ Implementation process. We have Planning and Design; Configuration, transfer and testing; then optionally Validation, and finally Go Live…let’s look a little deeper. 43

44. For more info on www.etq.com blog.etq.com info@etq.com 800-354-4476
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