1. Effective IS Planning: Achieving a Balance Between Ideal and Executable June 25, 2003 NCC Bldg., Diliman Quezon City

2. AGENDA About Soluziona Definition of Effective IS Plan Systematic ISP: The Soluziona Methodology Benefits of an Effective IS Plan Synthesis Q & A

3. About Soluziona Definition of Effective IS Plan Systematic ISP: The Soluziona Methodology Benefits of an Effective IS Plan Synthesis Q & A

4. Revenues in millions of $ converted at $1=P51 Number of Employees IT and Management Consulting firm Started operations in 1996 ISO-certified Systems Implementation Methodology in asia pacific

5. Engineering Quality and the Environment Telecom- munications Consulting

6. Our Services Management Consultingand Process Management Collaboration and Knowledge Technologies Technology Outsourcing Software Factory Business Intelligence Customer Relationship Enterprise Resource Management Planning

7. Management Consulting and Process Management Strategy formulation and implementation Organizational structure optimization Business Process Analysis and Reengineering Change management Areas of Activity

8. Software Factory Custom Applications Development Offshore Development Areas of Activity

9. Business Intelligence Datawarehouse and Business Intelligence consulting Datawarehouse and BI Application implementation Datawarehousing Tools Areas of Activity

10. Customer Relationship Management CRM Multi-channel Strategy Enterprise Application Integration Areas of Activity

11. Enterprise Resource Planning Analysis of the Current Situation ERP Implementation ERP Optimization Areas of Activity

12. Collaboration and Knowledge Technologies knowledge management groupware and workflow e-solutions e-marketing and interactive design security document management Areas of Activity

13. Sectors Industry and Services Government Utilities

14. Government The Administration's Relationship with Citizens Modernization of Public Administrations Organizational and Technological challenges Development of IS/IT plans, Change Management strategies, Feasibility studies and other Technical Assistance projects IS/IT Outsourcing and ASP services for government institutions Implementation of IT solutions in order to build an electronic administration Network and Database Management services We address the following public administration challenges: We offer:

15. Telecommunications Financial Services Health and Pharmaceuticals Education Manufacturing Others Industry and Services

16. Our expertise covers the following business areas:  Customer Care  Billing and Collections  Marketing and Sales  Networks  Information Systems Telecommunications Our services include:  Organizational Consulting  Analysis and Re-design of Business Processes and Procedures  Development of Products and Services  Technology Consulting: Implementation of Information Systems

17. Financial Services Products and Services Bank Management System (TOPAZ) Insurance Management Systems Investment Management Systems Business Intelligence and Datawarehousing Financial Risk Management Document Management and Groupware Management Consulting e-Consulting Applications Outsourcing and Technology Consulting

18. Health and Pharmaceuticals Hospitals/Clinics hospital/clinic management system (ISIS) reporting tools Health Maintenance Organizations (HMOs) Enterprise Resource Planning Business Process Consulting Pharmaceuticals sales analysis and tracking system discount authorization and monitoring

19. About Soluziona Definition of Effective IS Plan Systematic ISP: The Soluziona Methodology Benefits of an Effective IS Plan Synthesis Q & A

20. Effective IS Plan What is an effective IS Plan: - it should contain what your org really and actually needs, to achieve your VMO - it should be executable (fiscally, administratively, “realistically”, and “politically”

21. Effective IS Plan What is NOT an effective IS Plan: - not just an inventory of your org’s sytem needs - not just an inventory of your org’s hardware/IT needs - not just an inventory of your personal/departmental/org “wants” - not a summary/thesis on the latest market trends - not simply a copycat/replication of another agency’s ISP

22. Effective IS Plan Summary of major success factor components: - align with agency/management directions - take into account 3 pillars: org, process, system - measure it against benchmarks - consider latest trends and technologies - follow systematic and proven/tested methodology - get the benefit of objective and knowledgeable assessment

23. Effective IS Plan Effective Definition of IS Plan: - An assessment of the current situation of each business unit in terms of process, organization, and technology; - Definition of the detailed recommendations based on assessment; - Formulation of specific action plans and medium-term strategies to support the proper execution of the recommendations

24. About Soluziona Definition of Effective IS Plan Systematic ISP: The Soluziona Methodology Benefits of an Effective IS Plan Synthesis Q & A

25. Soluziona Methodology Characteristics: - systematic, ISO-certified, proven - rooted in VMO/overall strategy - heavy on validation/client consultation - comprehensive documentation - importance of Steering Committee/ Management participation - importance of sign-offs - utilizes 3 pillars: org, process, system

26. Business Transformation ENTERPRISE ARCHITECTURE PROCESSES HRSYSTEMS INFRASTRUCTURE STRATEGY Knowledge and experience End-to-end services Sector specialization

27. Soluziona Methodology INFORMATION GATHERING INFORMATION GATHERING DIAGNOSIS and ANALYSIS DIAGNOSIS and ANALYSIS ORG. RECOM. FORMULATION OF THE FINAL PLANS FORMULATION OF THE FINAL PLANS FOLLOW-UP AND CONTROL OF THE PROJECT Formulation of IS Plan

28. Identification of purpose and objectives Definition of Work Plan Definition of project team Formulation of Risk Management Plan Tasks Phase 1: Organization

29. Tasks Identification of necessary info Identification of Mgt directives Definition of data gathering strategies Interviews & Research Summaries Phase 2: Information Gathering

30. Gap analysis Strengths and Weaknesses Recommendations Action Plans Tasks Phase 3: Analysis and Diagnosis

31. Def’n of supporting tech. framework Specification of the new systems Tasks Implementation Plan Presentation and approval of IS Plan Phase 4: Formulation of Final Plans

32. About Soluziona Definition of Effective IS Plan Systematic ISP: The Soluziona Methodology Benefits of an Effective IS Plan Synthesis Q & A

33. Benefits of an Effective IS Plan 1. ISP that is Ideal/What you really need - take advantage of technology as an enabler of functions - take you a step closer to achieving your objectives - offer opportunity of being a “showcase organization” 2. ISP that is executable - benefits of #1 - plus, with it being implementable, “foreseen benefits” shall be translated to “actual/tangible gains”

34. About Soluziona Definition of Effective IS Plan Systematic ISP: The Soluziona Methodology Benefits of an Effective IS Plan Synthesis Q & A

35. Synthesis 1. IS Plans are integral components of an org’s strategy/ direction - functional enabler - strategic enabler - “showcase” driver 2. It is important that IS Plans be formulated the right way - 2 paradigms: real needs, executable - 3 key success factors: strategic alignment, “best practices”-/ benchmark-compliant, process-org-system integration - 2 skill-set standpoints: knowledgeable, objective

36. About Soluziona Definition of Effective IS Plan Systematic ISP: The Soluziona Methodology Benefits of an Effective IS Plan Synthesis Q & A

37. Thank you! Contact Info: Ryan Z. Velasco Soluziona 4220957 rvelasco@ph.soluziona.com Rij Langkay Soluziona 4220957 rlangkay@ph.soluziona.com