© 2004 BearingPoint, Inc. Page 1
ContentandDiscussionTopics
Understanding Your Needs
Phase 0 - Integration Deliverables and Strategy
Phase 0 – Next Steps to Engage
Key Considerations - Critical Success Factors
Proposed Project Team
Estimated Professional Fees
Appendix
Solution Methodology
About BearingPoint
Integration Strategy Proposal
© 2004 BearingPoint, Inc. Page 2
Our Understanding
Strategic Goals:
Define a Technology/Middleware integration Strategy and roadmap Develop recommendations for enhancing Amex’s Technology
Competency Center (TCC) organization and process to efficiently and cost-effectively implement and maintain the integration infrastructure
Define a financial model that can enable the usage of the integration infrastructure as a financially viable solution
© 2004 BearingPoint, Inc. Page 3
Our UnderstandingMeet the following objectives:
Draft a plan that clearly demonstrates how to leverage a Service Oriented Architecture (SOA) based Technology vision to successfully implement future integration initiatives
Recommend an application integration solution that can provide a comprehensive and cost-effective middleware capability supporting end-to-end needs of all distributed and mainframe platforms
Recommend a standard-based web services provisioning, delivery and management solution to implement
Develop an “Appropriate Technology” approach which is simple and robust that meets Amex’s comprehensive integration requirements and reduces ongoing cost of application integration, maintenance and management
Provide recommendations for a enterprise application integration reference architecture that can enhance quality, reliability and robustness of the IT architecture and enable American Express to react quickly to demands of its customers.
Assess enterprise workflow requirements and recommend a workflow approach Provide processes and methodology to leverage standards-based and platform
independent integration technologies that are also platform independent Recommend enhancements to the existing Technology Competency Center (TCC)
organization and process that can help in building and developing the skills required to build, maintain and manage an efficient integration infrastructure
© 2004 BearingPoint, Inc. Page 4
ContentandDiscussionTopics
Understanding Your Needs
Phase 0 - Integration Deliverables and Strategy
Phase 0 – Next Steps to Engage
Key Considerations - Critical Success Factors
Proposed Project Team
Estimated Professional Fees
Appendix
Solution Methodology
About BearingPoint
Integration Strategy Proposal
© 2004 BearingPoint, Inc. Page 5
Phase Zero – Integration Strategy
Integration Broker Impl
Nine Weeks
Phase 0 - Strategy
TCC, Governance Model and
Financial Model
Integration Technology
Strategy
Application Portfolio Review
Workshops
We have proposed three high level activities (work tasks) for this phase:
In the pages that follow we have provided additional detail on the high level approach depicted above. Please note that the duration provided are for a typical engagement and numerous factors influence the actual length of a project of this type.
© 2004 BearingPoint, Inc. Page 6
Key Phase Zero Deliverables Integration Strategy Document containing …
Review of Current Application, System Architecture and Integration Technology Integration Technology Requirements
— Data Transport Requirements including content and subject-based routing— Data Transformation Requirements including XML Transformations— Data Management Requirements— Message routing based on rules, content and context— Service Container Requirements for SOA— Third-party application Integration Requirements— Application (Mainframe and Distributed) Connectivity Requirements— security requirements such as authentication, authorization and Role-based Security including
the ability to integrate with external security tools— Scalability, Reliability, Stability, High-availability, transactional support, Quality of Service
(QoS), maintenance and support Requirements Workflow Requirements Assessment Enabling Technologies Assessment and Recommendations
— Service Oriented Architecture (SOA) and Abstract Business Services— Enterprise Service Bus— Web Services Provisioning, Delivery and Management
Integration Roadmap Integration Tools Market Quick Scan
Integration Products Evaluation Matrix Recommendations for leading Integration Product Suits Recommendations for a Proof of Concept (PoC) for integration product suite selection
© 2004 BearingPoint, Inc. Page 7
Key Phase Zero - Deliverables contd..
Technology Competency (TCC) Recommendations Recommendations for enhancement for the existing Amex Governance Model Organizational assessment for Integration projects Skills and training requirements for effective implementation of Integration
solutions Gap Analysis between Amex’s existing Technology Competency Center (TCC)
and BearingPoint’s recommended Integration Competency Center (ICC) Organization and governance model
Recommendations for changes, if any, in TCC to enable it to effectively enable integration initiatives.
Financial Model for Integration Infrastructure Recommend a model to establish a self-sustaining integration infrastructure
investment. Recommend a utility based cost structure for the infrastructure Define a high-level order of magnitude cost estimates.
© 2004 BearingPoint, Inc. Page 10
Beyond Phase Zero …. Phase I (Next Phase) Activities
Integration Tool Selection Define Proof Of Concept (PoC) requirements Design and Implement PoC using selected Integration suite Define Implementation Plan for key integration Opportunities Establish key metrics for Application Integration
. . . . . . . . . . . . .
© 2004 BearingPoint, Inc. Page 11
ContentandDiscussionTopics
Understanding Your Needs
Phase 0 - Integration Deliverables and Strategy
Phase 0 – Next Steps to Engage
Key Considerations - Critical Success Factors
Proposed Project Team
Estimated Professional Fees
Appendix
Solution Methodology
About BearingPoint
Integration Strategy Proposal
© 2004 BearingPoint, Inc. Page 12
Phase 0 – Next Steps to Engage
Next Steps
Align on Proposal Deliverables and and Activities Finalize Statement Of Work supporting engagement Assign BearingPoint and Amex Resources Initiate Kick – Off Meeting
. . . . . . . . . . . . .
© 2004 BearingPoint, Inc. Page 13
ContentandDiscussionTopics
Understanding Your Needs
Phase 0 - Integration Deliverables and Strategy
Phase 0 – Next Steps to Engage
Key Considerations - Critical Success Factors
Proposed Project Team
Estimated Professional Fees
Appendix
Solution Methodology
About BearingPoint
Integration Strategy Proposal
© 2004 BearingPoint, Inc. Page 14
Senior business executive involvement in defining business imperatives
Senior IT executive involvement to understand the imperatives for the Integration Strategy and in evaluating their capabilities from an enterprise perspective
Leveraging existing executive strategy assumptions
Understanding the complexity and scale of the Technology environment
Balancing needs, goals, and risks of both the enterprise and business units
Project leadership’s ability to involve leadership throughout the initiative to clarify assumptions, decisions, ownership and accountability
Availability / accessibility of information to support analysis
Ability to balance adherence to Downstream IT directions and standards and local and field-office affordability
Understanding ownership and partnership around IT assets and initiatives
Key Considerations - Critical Success Factors
© 2004 BearingPoint, Inc. Page 15
ContentandDiscussionTopics
Understanding Your Needs
Phase 0 - Integration Deliverables and Strategy
Phase 0 – Next Steps to Engage
Key Considerations - Critical Success Factors
Proposed Project Team
Estimated Professional Fees
Appendix
Solution Methodology
About BearingPoint
Integration Strategy Proposal
© 2004 BearingPoint, Inc. Page 17
ContentandDiscussionTopics
Understanding Your Needs
Phase 0 - Integration Deliverables and Strategy
Phase 0 – Next Steps to Engage
Key Criteria - Critical Success Factors
Proposed Project Team
Estimated Professional Fees
Appendix
Solution Methodology
About BearingPoint
Integration Strategy Proposal
© 2004 BearingPoint, Inc. Page 18
Estimated Professional Fees
The professional fee is an estimate only and does not include expenses, which areestimated at 15% of the profession fees. BearingPoint will provide actual fee schedulein a Statement of Work (SOW).
Duration – 9 Weeks Resources
BearingPoint Sponsors Project Manager/Lead Architect Functional Resource - Integration Competency Center (ICC) Resource,
Business Process and Functional Experience Technology Resource – Integration Architect IT Cost Analysis/Financial Modeling Resource
Estimated Fees - $335,000 excluding expenses Estimated Expenses – 15% of fees
© 2004 BearingPoint, Inc. Page 19
ContentandDiscussionTopics
Understanding Your Needs
Phase 0 - Integration Deliverables and Strategy
Phase 0 – Next Steps
Critical Success Factors
Proposed Project Team
Estimated Professional Fees
Appendix
Solution Methodology
About BearingPoint
Integration Strategy Proposal
© 2004 BearingPoint, Inc. Page 20
BearingPoint’s Methodology: ProvenCourseTM
ProvenCourse is a framework that facilitates the integration of BearingPoint’s extensive consulting experience that is deeply rooted in solution implementations, methodologies and delivery tools. ProvenCourse provides the framework that enables us to deliver services to our clients consistently across our global foot print, providing value for our clients.The ProvenCourse delivery framework provides:
A single delivery framework to address your specific needslocally and around the world
A single framework to enable integration of our solutions A set of repeatable delivery assets that will improve accuracy
and accelerate delivery
© 2004 BearingPoint, Inc. Page 21
BearingPoint’s Real-Time Enterprise Enablement Capabilities
Our Real-Time Enterprise Enablement (RTE Enablement) Approach a component within ProvenCourse, is a transformational approach that begins by assessing an organizations current application and integration landscape and its ability to support the current and future needs of the business. The RTE Enablement Approach will be tailored to perform the following three RTE Enablement task streams:
Business and Application Architecture Assessment Integration Tool Selection Integration Competency Center Development Implementation of Web Services Project
Why Is RTE Important?
© 2004 BearingPoint, Inc. Page 22
Recommended Approach
Select Integration Tool
Begin an Integration Competency Center
Program Management
Choose & Build Pilot
Project 2
Project n
Conduct Workshops
Develop an Integration Technology Strategy
ArchitectIntegration Broker Solutions
Continuing Refining the business and application architecture & Roadmap
Project 1
ProvenCourseSM
Phase Zero
© 2004 BearingPoint, Inc. Page 24
ContentandDiscussionTopics
Understanding Your Needs
Phase 0 - Integration Deliverables and Strategy
Phase 0 – Next Steps
Critical Success Factors
Proposed Project Team
Estimated Professional Fees
Appendix
Solution Methodology
About BearingPoint
Integration Strategy Proposal
© 2004 BearingPoint, Inc. Page 25
BearingPoint Overview
Our vision is to be the world’s most influential and respected business advisor, systems integrator and operator by creating real and sustainable value for our clients, growth opportunities for our
people, and long-term value for our shareholders
BearingPoint means helping our clients set direction to achieve
end results
Serve more than 2,100 clients, including more than 700
Global 2000 companies, medium-sized businesses, government
agencies and other organizations
15,000+ professionals
$3.1 billion in revenues
NYSE: BE
We offer a comprehensive suite of flexible methodologies and accelerated solutions
From strategy to implementation to ongoing operation, we help our clients leverage technology for a solid return on investment
Our goal is to help our clients quickly improve productivity, increase profitability and gain and sustain competitive advantage
© 2004 BearingPoint, Inc. Page 26
BearingPoint History
Today‣ $3 billion annualized revenue‣ 15,000+ professionals‣ 155 offices across 40 countries ‣ 2,100 clients‣ Over 50 market leading alliances
2002 Andersen US, Asia, Europe Business Consulting Acquisition
2002 KPMG LLP German, Swiss, and Austrian Consulting Practice Acquisitions
2001 Separation from KPMG LLP and Initial Public Offering
1997 Consolidated Consulting Units within KPMG LLP
1897-2000 Part of World’s 6th Largest Private Firm
VISION“To be the world’s most influential and respected business advisor and systems
integrator by creating real and sustainable value for our clients, growth opportunities for our people, and long-term value for our shareholders.”
BearingPoint, Inc. (NYSE: BE), based in McLean, VA is one of the world’s largest independent and publicly owned consulting companies
For more information about BearingPoint, please visit www.BearingPoint.com
© 2004 BearingPoint, Inc. Page 27
Our Global Presence
SINGAPORE
THAILAND
CANADA
UNITEDSTATES
MEXICO
CENTRAL AMERICA
DUTCHCARIBBEAN
VENEZUELA
BRAZIL
ARGENTINA
PERU
COLOMBIA
AUSTRALIA
NEWZEALAND
JAPAN
HONG KONGTAIWAN
MALAYSIA
INDONESIA
CHINA
KOREA
ISRAELSPAINFRANCE
IRELAND
NORWAY
SWEDEN FINLAND
SWITZERLANDAUSTRIA
GERMANY
BearingPoint CountriesOur World-Wide Regions
Over 15,000 employees across 155 offices in 40 countries around the world.
GTS Capabilities
India
© 2004 BearingPoint, Inc. Page 29
BearingPoint’s Pyramid of Services
BusinessStrategy
Business Process and IT Strategy/Transformation
Large ScaleSystems Integration
Application and Infrastructure SupportMainframe Support
Product Launch, Workflow and BearingPoint Solutions
Professional Services
Turn-key Offshore/Right Shore Development
Staff Augmentation
Managed Services
Right Shore
GTS
© 2004 BearingPoint, Inc. Page 30
Enterprise Solutions
Package Applications Implementations (Core ERP, CRM, SCM)
Shared Services Integrated Business Intelligence Enterprise Risk Management World-Class Finance Solutions
— Budget Formulation, Forecasting and Reporting
— Finance Transformation— Enterprise Asset Management— Other World-Class Finance Solutions
Document and Content Management Workforce Solutions Knowledge Management
Our Representative Solution Sets
Strategy, Process & Transformation
Customer Relationship Management
CRM Strategy Sales and Channel Management Marketing and Campaign Management Service Contact Center Billing Solutions Customer Analytics
Technology Infrastructure & Integration
IT Strategy and Architecture Integration and Development Services IT Capital and Portfolio Management Vertical Solutions (Configure to Fit®) Program Management Quality Management Learning Management Emerging Technologies
—Web Solutions—Wireless Solutions—IP Convergence (VPN, VoIP)
Infrastructure Strategy and Core Services Security Systems Integration Services IT Strategic Cost Take Out Application Re-platforming Mainframe Re-hosting IT Staff Aug & AnyShoreSM Sourcing
Managed Services
Managed Services Strategy Business Process Outsourcing (BPO)
— BPO Finance— BPO HR
Applications Management and Support IT Outsourcing (data center outsourcing)
Supply Chain Management
Supply Chain Strategy Product Lifecycle Management Advanced Planning Systems Strategic Sourcing, Purchasing and
Procurement Supply Chain Operations Logistics Trading Partner Integration and Exchanges Supply Chain Visibility and Event Management
Business Strategy Branding, Interface and Information
Design Services Electronic Government/Modernization
Strategy BPI Operations and Performance
Improvement Mergers and Integration Global Trade Management and Customs Business Transformation and Integration Change and People Strategy Strategic Cost Alignment Valuation Services IT Transformation
© 2004 BearingPoint, Inc. Page 31
Integration Services
Solutions
• Real Time Enterprise (RTE)– Integration of BPM, BAM, Portal, Information Services,
and Application Packages (ERP, CRM), to provide holistic next gen Architecture
– Based on SOA, MDA, and Web Services
• Business Mgmt for IT (BMIT)– Manage your IT operations and support– Demand Mgmt, Portfolio Mgmt, IT PMO, Knowledge
Mgmt
• Information Logistics Hub (ILH)– Provide Data Access Enterprise wide and services layer
for business logic to be enacted based on enterprise events
– Addresses Data Synch, Data Quality, EII
• Quality Assurance and Testing— Standardize and/or Centralize deployment and testing
capabilities— Process driven to reduce planning by 30-40%,
execution by 15%.
Business Activity Monitoring (BAM)– Monitoring of end-to-end business processes– Measure business performance to service level
objectives
Solutions
• Center of Excellence– Centralize and Standardize the capabilities of
an organizations services (Testing, Integration, Architecture)
– Proven approach to help build skills and set-up environment
• Competency Centers– Standardize services across an organization– Provide the guidance on approaching projects– Proven approach to help build skills and set-
up environment
Integration Architecture Strategy & Roadmap– Understand the specific integration
requirements– Develop Tools and Architecture analysis– Develop roadmap and approach