1. #SBWCPT SharePoint At Investec Asset Management 12 May 2014

2. Page 2 Introduction Name: Bhuti Mbele Job Title: SharePoint Technical Lead Company: Investec Asset Management Twitter: https://twitter.com/BhutiM LinkedIn: za.linkedin.com/in/bhuti/za.linkedin.com/in/bhuti/ Yammer: Bhuti Mbele (Groups: SPYam; SBW; Community Saturday) Facebook: https://www.facebook.com/bhutim

3. Page 3 Background ● History - Investec Asset Management (IAM) as a business started small as an SA business and in the past 22 years has become a truly global business. ● More than a job - Our people enjoy the freedom of working without constraints and they’re passionate about what they do. That’s why so many of our senior people have been with us for so long. ● Culture - Our culture is a reflection of who we are as people. Originally a reflection of our founders, like them, it still guides us today. At its heart is ‘the freedom to create’. People work best when they’re free to pursue and express their conviction. A quote from our COO, “If you’re not innovating, by definition, you can’t give your clients good results.”

4. Page 4 Business Challenges ● Globalization ● Paper Challenge ● Working Together ● Document Management ● Working Smart ● Add Some Fun

5. Page 5 Integration to Current Systems I believe that the power of SharePoint is to Integrate it with current systems. Integrations that we have done so far: –Data warehouse System (SQL Server); –Trading System; –Salesforce;

6. Page 6 What we have achieved so far ● Compliance Processes –Personal Account Dealing –Outside Interest Declarations –Declaration of Holdings; –Compliance/Marketing Documents Approval; ● IT –Change Control Systems –Starters, Leavers and Transfers ● Finance –Travel Order Management System –Invoice Management System ● Operational Risk –Risk Event System ● Operations –Client Cash Instructions –UT Instructions ● AND MORE

7. Page 7 My Project Management

8. Page 8 Q & A Any Questions?