Getting Everyone "On Board" for a Major IT Project Presentation to CUMREC MAY 16, 2002 Warren Mills, CEO Copyright Advantiv, Inc This work is the intellectual property of the Advantiv, Inc. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author.

Advantiv, Inc –Founded in 1997 –RFP Support for Higher Education –Founded by Jan Loomis and Dan Miller –Over 35 Higher Ed engagements –Formerly Marketect Headquarters –Phoenix, Arizona Who Are We?

Challenges of Enterprise Application Projects Span multiple areas and touch many people: Development of requirements is labor-intensive, time consuming, and error prone Accurate and timely requirements specification is the key to ensuring quality enterprise software selection, development and integration Consensus Agendas Priorities Politics Scheduling Collaboration Information

Results! Process Information Collaboration The Process Vision Critical Requirements Educate Brainstorm Prioritize Evaluate Decide Confidence Project Success Issues

Ideas Decisions Objectives Requirements Results Reports Charts Graphs RFP Documents Data Exports Assess Select Implement Verify Team Collaboration Platform Knowledge Packs Knowledge Base ProcessTeamworkInformation Knowledge DecisionDirector™: Enterprise View

IMPLEMENTSELECT ASSESS 2 MONTHS 3 MONTHS 2 MONTHS enterprise software application lifecycle process map VERIFY Determine Implementation Issues and Priorities Evaluate Business Results Finalize Remediation Plan & Repeat Lifecycle Determine Detailed Business System Requirements Determine Initiative Vision Goals Objectives Determine Critical Path Issues Benchmark Current System & Identify Future Needs- Finalize Action Plan Develop Requirements Specification Document or RFP Determine Implementation Vision Goals Objectives Analyze Vendor Responses and Make Selection Finalize Implementation Plan Step 1 Step 2 Step 3 Step 4 Benchmark New System & Measure Satisfaction Review Initiative Vision Goals Objectives Benchmark Current System & New System Fit/Gap/Timing Determine New System Vision Goals Objectives Advantiv, Inc. ︱ 2600 North 44 th Street, Suite 206, Phoenix, AZ ︱ T F © 2002, DecisionDirector ™ “Patent Pending” ︱

Strategic - Brainstorming

Functional Assessment

Requirements Definition

Vendor Response

We Help Drive Collaboration We add value to your existing processes… –Web-enable IT/Stakeholder project collaboration –Easily align stakeholder goals and objectives –Deliver, capture, retain and leverage project knowledge To help you… –Reduce project time –Easily generate detailed and summary reports –Deal with geographically-disperse teams –More easily measure and maximize satisfaction –Meet project commitments

Results Reduce time and effort –“DecisionDirector allowed us to put together a very thorough RFP in a matter of weeks instead of the original 18 months that was forecast.” IT Consultant Lower project costs –“We saved over $200,000 in application selection expenses related to process staff time and travel.” University of California Success with remote teams –“Advantiv’s tools were particularly appropriate for a collaborative and geographically far-flung project.” Oracle Project Participant

Advantiv Vision Empower IT teams, Business Decision makers and Business System users to collaborate and make decisions more easily during the specification, selection, and adoption of enterprise software applications. Define business process methodologies for group integration that speed time to deployment and ensure quality Deliver distributed collaboration and workflow services that empower work groups to work together over the Internet