1. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Automating the Application Life Cycle

2. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Serena Software Mission Serena Software’s mission is to deliver exceptional customer value through its innovative, high quality software and services that provide control over the application life cycle throughout the enterprise.

3. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Serena Software Built to Last Founded 1980; publicly traded Acquired TeamShare, June 2003 Acquired Merant, April 2004 15,000+ customer sites worldwide Financially solid; highly profitable

4. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Blue Chip Customer Base 49 of the Fortune 50

5. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Powerful Partnerships

6. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Market Strength Market Share IDC - June, 2003

7. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Enterprise Change Management Delivering Measurable Results

8. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Enterprise Change Management Delivering Customer Satisfaction

9. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Today’s Business Challenge Process Improvement Mandate “Reduce operating costs 15-25%… ….3 years in a row!” These goals cannot be accomplished by belt-tightening, working harder, or other incremental methods $Cash Flow$

10. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. “What Happens When You Roll Out a New Application?” Source: Gartner, Inc.

11. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Web Services Order Paymt. Make Bill Store Order Ship Confirm Unix Internet Oracle Internet Web Server Goods Unix Reject NT CICS Payment Gateway Order DB2 Integrate Stock Info Get Sales Offerings Purchase Selected Goods Process Purchase Request Deliver Purchase Decision Support Oracle Legacy Customer Buyer Billing Shipment Application Life Cycle Management Information, Status, Change Management

12. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Definition of ALM “Serena’s Application Lifecycle Management solutions define, automate and control the change processes for applications and all related assets throughout the lifecycles of software development, web content, and IT infrastructure”. Serena’s ALM solutions enable: –Automated workflow based on defined processes to maximize collaboration, productivity, and accountability –Auditability and traceability to meet regulatory requirements or standards –Best practices and the reuse of assets for higher productivity and lower costs

13. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. SAFE TM is the Technical Strategy! SAFE (Serena Application Framework for Enterprises) is Serena’s strategic vision for extending ALM to drive IT efficiency through improved process. SAFE will provide a unified request management framework for linking existing systems, tools and assets to automate all change processes, workflow, and business rules within the IT environment.

14. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. SAFE TM Process-to-process integration: Central to the SAFE strategic vision, process-to-process integration identifies and automates process links between the people, tools and assets in the IT environment. Process improvement mandate: The business requirement to identify radical ways to change the way IT works in order to increase efficiency and drive down costs.

15. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. CHANGE & CONFIGURATION MANAGEMENT Serena Application Framework for Enterprise (SAFE) Strategy APPLICATIONS WEBINFRASTRUCTURE Request Mgmt Incident Mgmt Project Mgmt Quality Assurance Requirements Mgmt Asset Mgmt Integrated ClientsRole-Based Portals Extensive Connectors

16. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Market segments Request Mgmt Requirements Mgmt Release Mgmt SLA/SLM Mgmt Change & Configuration Management Request Mgmt Requirements Mgmt Release Mgmt SLA/SLM Mgmt Request Mgmt Requirements Mgmt Release Mgmt SLA/SLM Mgmt

17. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Evolution of the Vision Founder invented the first high performance universal data comparison engine –Comparex® first ships in 1980 Created Package-Oriented Approach to software change management –Serena ChangeMan ZMF delivered in 1985 First company to deliver ECM –Serena ChangeMan DS becomes part of the Serena solution in 1999 Added ALC process-automation –TeamShare Acquisition and integration with ChangeMan family in June, 2003 Invented process-to-process integration –SAFE unveiled based on TeamTrack architecture

18. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Why Serena Software? Leaders in Enterprise Change Management Recognized leaders in Enterprise Change Management –The only single point of control from mainframe to distributed to Web –Best-of-breed distributed & mainframe SCM products –History of innovation “Customers as partner” philosophy drives customer satisfaction Sole focus on managing change to enterprise applications

19. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Serena Services Essential to a successful ECM solution –Process Consulting –Technical Services –Methodology Support –Implementation and Integration –Skilled Professionals –Virtual Teams Education –Critical skills transfer Create long-term customer relationships –Complementary Partnerships

20. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. The Evolution of Computing Brings Applications Closer to Customers... Mainframes - Batch & Online PCs and Client/Server Web Browser and Web Services Customers Evolution brings greater Rate of change Environmental complexity Application importance

21. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Serena’s Vision Enterprise Change Management Web Server App. Server Mainframe Database Legacy Enterprise- wide Database Internet Remote Site Headquarters Remote Site Outsourcer

22. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Open architecture based on standards Complete Multi-platform solution Flexible modular solutions that support chosen ALC processes Provide tangible value to the various constituencies involved in ALC Ease of implementation, administration and use to quickly realize benefits Enterprise Change Management Design Criteria

23. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Manage software assets and development projects Improve security, quality, audit performance Establish process consistency, control costs Accelerate development Maximize uptime and business continuity readiness Enterprise Change Management Do More with Less……

24. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Successful companies need IT to provide an enterprise change infrastructure that delivers tangible business benefits faster than the competition –Multiple processes & organizations –Information and decision support –Scale to handle large volume of change –Maximum availability and performance IT Enterprise Change Infrastructure (Quality, Agility, Productivity) Business Business transformation for competitive advantage Enterprise Change Management Navigate change for business advantage

25. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. A single solution for Application Lifecycle Management across entire Enterprise Auditors Software Developers Systems Software Managers Operations Analyst Application and QA Managers Business Executives Serena ChangeMan Enterprise Change Management Serena ChangeMan Family

26. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Control complexity, extend investments –No application or job function is an island Maximum uptime, quality and productivity demand multi-platform: –Request management –Problem/Defect tracking –Life cycle management –Change management Support for Infrastructure that Enables –TCP/IP, XML, Websphere,.NET, J2EE, etc Enterprise Change Management Deliver Enterprise-class Results

27. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Serena ChangeMan Family Enterprise Change Management Solution Integration Software Change Management Software Change Management + Process Workflow + Integration Consistently Applied Across all Platforms in the EnterpriseProcess Workflow Integration Software Change Management Software Change Management + Process Workflow + Integration Consistently Applied Across all Platforms in the EnterpriseProcess Workflow Integration

28. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Serena Solutions: Greatest Depth and Breadth of Coverage Workflow: Process-Focused Build/Release/Distribution: Automation Focused Approval/Access: Management Focused Basic Version Control: Developer Focused MainframeDistributedProprietary

29. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Serena ChangeMan Core Technology

30. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Enterprise Change Portal

31. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Manage workflows through integrated life cycles (Issue, Defect, SDLC, etc.) –Provides central point for change request and problem tracking information –Manages, tracks, and reports on people, tasks, information and processes –Provides role-based views and rights –Establishes global life cycle and associated sub-workflows Application Life Cycle Management Optimizing IT Workflow Processes

32. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Application Life Cycle Process Role-Based Process Management “We eliminated one full week of reconciling information with TeamTrack’s unified process.” – LookSmart

33. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Serena Application Framework for Enterprises™ (SAFE) –Application Life Cycle process integration –Bridges existing people, tools and application assets –Role-based views of application change Application Configuration Management Application Requirements Management Application Project Management Application Incident & Issue Management Application Quality Assurance Application Request Management SAFE™ Definition

34. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Process Framework Timeline SAFE Approach Tasks Business Technical Customers People Software Hardware People Application Assets Tools Project Management Application Configuration Management Requirements Management Request Management Incident & Issue Management Quality Assurance

35. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. ECM Cross-Platform Application Change Management MFUNIXNTOther ECM MFUNIXNTOther Serena Application Framework™ (SAFE) Require- ments Dev.QAEtc. DEMAND MANAGEMENT DEVELOPMENT MANAGEMENT QA MANAGEMENT OPERATIONS MANAGEMENT SAFE Cross-Process Application Life Cycle Management

36. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. SAFE Serena ConnectorsSAFE External Connectors TeamTrack Process “Engine” (Lifecycle Engine, DB, Runtime) TeamTrack Admin Function (Business Rules Authoring) SAFE Designer (Business Rules Authoring) SAFE Platform (Lifecycle Engine, DB, Runtime) SERENA Tools ChangeMan DS ChangeMan ZMF ………. 3 rd Party Tools / Solutions SAP, Mercury, Peregrine, MS Project, etc. ACM Solution Request Mgmt Solution Requirements Mgmt TBD Solution Quality Assurance Process Bridge ETC… SAFE Architecture Evolved from Current Serena Products TeamTrack v6 (Role Based Views) SAFE Portal (Role Based Views)

37. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Solution Evolution Shipping! Initial Integration With ChangeMan DS June, 2003 Associate Requests with Components Expanded Webserver Platform Support TeamTrack becomes the Management Change Portal Fall, 2003User Conf, 2004 ChangeMan DS ChangeMan ZMF TeamTrack V 5.8 TeamTrack V6.1 SAFE delivered through TeamTrack

38. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Serena ChangeMan XML Services

39. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Serena ChangeMan Architecture Administrators Developers/Contributors ChangeMan Server Metadata Repository Baseline Development / QA Production Agent-Managed Code and Content Single Virtual Repository File Systems, Databases Role-Based Clients Windows/Unix Based Server Communication Agents Submitters/Managers

40. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Integrated across Windows, Web, UNIX, Linux, Tandem, AS/400, MVS, z/OS, etc. –Open architecture, low network bandwidth impact, enable real-time multi-site support –Provides concurrent development relief, immediate rollback, multi-platform build management, online audit trails, etc. –Protects against regression, reworks, lost code –Extends legacy application investments –Enables multi-platform development and deployment –Enterprise Class Application Life Cycle Management Software Change Management

41. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Best of Breed Integration Workflow Management Project Management Issue/Defect Tracking Release Mgt. Impact Analysis Auto-Deploy Build/Make Version Control The processes and infrastructure to manage change throughout the Enterprise: Version Control Change Management Workflow Management Integration Management Issue/Defect Management From the mainframe to the Web. Process Application Life Cycle Management Software Change Management

42. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Application Life Cycle Management Automating Workflow Processes Requirement Defect Request Task Package Components Project Issue/Incident Where does the Application Life Cycle really Begin? Where is the Process? It depends on your role………..(?!!)

43. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Manage workflows through integrated life cycles (Issue, Defect, SDLC, etc.) –Provides central point for change request and problem tracking information –Manages, tracks, and reports on people, tasks, information and processes –Provides role-based views and rights –Establishes global life cycle and associated sub-workflows Application Life Cycle Management Optimizing IT Workflow Processes

44. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Application Life Cycle Process Role-Based Process Management

45. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Executive Management

46. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Department Managers

47. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Product Managers

48. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Project Managers

49. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Developers & Engineers

50. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Quality Assurance Testers

51. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. End-User Support Agents

52. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Information Technology

53. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Change Board

54. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Partners/Suppliers

55. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Marketing

56. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Requirement Defect Reques t Task Packag e Components Project Issue/Incident Application Life Cycle Management Integration

57. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Web Architecture –Platform-independent Quick ROI –Rapid Deployment and Low TCO Easy To Use –Graphical Workflow Editor Highly Customizable –Powerful Process Engine Extensible –Used in both HW & SW development and QA apps Enterprise Ready –Scalable to 1000’s of users TeamTrack Features

58. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. TeamTrack Concepts Workflow/Enterprise Business Process –Any business process requiring people to collaborate with, in and across departmental and corporate boundaries where people make decisions, negotiate agreements, monitor performance and assess completed work States –Where specific tasks are performed Transitions –How items move between States Data Items (Fields) –What information is captured during the process

59. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Serena TeamTrack Architecture Database: MS Access, MS SQL Server, Oracle Web Server: Serena, IIS, Sun One, iPlanet Role-Based Client MS I.E. or Netscape Administrator Client Templates Attachments

60. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Serena TeamTrack Architecture

61. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Serena TeamTrack Architecture

62. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. WWW.SERENA.COM

63. Copyright ©2003, SERENA Software, Inc. All Rights Reserved. Trademark and Copyright Information Serena is a trademark of SERENA Software, Inc. ChangeMan, StarTool and Comparex are registered trademarks of SERENA Software, Inc. All other products or company names are used for identification purposes only, and may be trademarks of their respective owners. Copyright© 2003, SERENA Software, Inc. All Rights Reserved. Mercury Interactive and TestDirector are registered trademarks of Mercury Interactive Corporation or its wholly-owned subsidiaries, Freshwater Software, Inc. and Mercury Interactive (Israel) Ltd. in the United States and/or other countries. Together ControlCenter and Model-Build-Deploy Platform are trademarks of TogetherSoft Corporation. J2EE, Solaris, Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the U.S. and other countries. IBM, AIX, DB2/UDB, Team Connection, Tivoli, VisualAge, WebSphere, z/OS, zSeries, IMS, AS/400, OS/400, OS/390, DB2, eSeries and MVS are either trademarks or registered trademarks of International Business Machines in the United States and/or other countries. UNIX is a registered trademark of Open Group. Linux is a registered trademark of Linus Torvalds.