BearingPoint’s EPICCS solution:  A New Solution for a New Era of

IM/IT Portfolio Management

One-Stop IT Capital Planning, Execution and Project Control

Federal Public Services 2

Enterprise Planning, Investment Control & Collaboration Solution (EPICCS)

BearingPoint, in partnership with Microsoft, has developed a user-friendly, web-based solution that enables Government Departments to successfully take charge of business case development, portfolio and project management to assist them articulate the value of their IT initiatives.

The EPICCS Solution addresses current issues confronting Canadian Federal Departments. Demonstrations of the solution have already been conducted to some Government of Canada Departments (RCMP & Justice) with very positive feedback.

Is a collaborative portal that facilitates and actively supports business case development, portfolio analysis and day-to-day project management

Enables portfolio analysis by capturing portfolio information in a structured framework supported by metric

The solution is based on the Microsoft platform that has a large adoption rate in the Federal Government of Canada.

— Departments can minimize software costs by leveraging their existing licenses. — Large number of users are familiar with Microsoft products, minimizing the change

management risks associated with deploying a technical solution. BearingPoint has trained EPICCS solution staff that can conduct knowledge transfer to the

Canadian Federal PS resources to configure the solution for the Canadian Government.

Federal Public Services 3

Federal Canadian Government:Fertile Ground for EPICCS

Government departments are under ever-increasing pressure to demonstrate ROI, improve governance of funds, provide visibility and deliver intended results of their IT initiatives. The Canadian Federal Government provides a fertile environment for the EPICCS Solution:

Recognized Project Management Capabilities: The government has been embarking on many large, multi-project initiatives that can benefit from portfolio management and BearingPoint is well recognized for its depth of project and portfolio management experience.

Modern Comptrollership: BearingPoint has a long history with the Modern Comptrollership Capacity Check in Canada. We have observed that there are significant gaps in application of the principles of Modern Comptrollership to IT projects that leads to cost and schedule overruns, lack of value for money and pubic perception that IT projects are out of control.

Microsoft Standard: The Microsoft platform is already well entrenched within most government departments and Microsoft Project has become the defacto tool for managing IT projects. Government departments can leverage their existing investments and knowledge of Microsoft products to reduce implementation costs.

Government Scandals: Numerous government scandals have been uncovered recently pertaining to the governance of funds including the Advertising Sponsorship Scandal, Privacy Commissioner Spending, HRDC Grants and Contributions, DND HP false invoices etc.

Auditor General Report: A scathing auditor general report was released over the mismanagement of government funds within the Canadian Federal government. Newspapers have quoted the Auditor General "I think this is such a blatant misuse of public funds that it is shocking. I am actually appalled by what we've found."

Up-coming election: With an up-coming election the government is placing increasing importance on demonstrating ROI and improving the governance of funds.

Federal Public Services 4

Benefits of Using Standard Microsoft Applications to Build EPICCS

Proven, Reliable, Scalable Using applications that are proven, tested and currently used by

millions of people creates great confidence and ensures that the new solution can build upon the maturity of its application components.

Familiarity: HIGH ↔ Adoption Rate: HIGH ↔ Change Management: LOW

Introducing new solutions to the user community is always challenging. Presenting a new solution providing the look & feel users are familiar with increases the speed of adoption and reduces the user’s resistance to change.

Configuration vs. Customization The functionality of Microsoft’s applications is deep and flexible.

Business requirements are met by fully exploring and leveraging the software functionality through configuration instead of the development of custom code.

Use What You Already Own Many organizations already own most of the applications that are

necessary to run the solution which reduces the acquisition cost for the solution and frees up resources for more value added activities.

Proposal Dashboard

Portfolio Management

Proposal Development Process

Internal Audit & Scoring

Submission

Project Management

Portfolio AnalysisPortfolio

Modeling

Federal Public Services 5

Capital Planning & Portfolio ManagementSolution Market

Evaluation Criteria

Ability to Execute

• Vendor viability

• Management team

• Track record in delivery and support

• Functional depth

• Support capability

• Sales and marketing

Completeness of vision

• Vision of technology and the market

• Resourcing (including external)

• Consulting service commitment

• Package breadth

• Platform, database and ERP support

• Team collaboration features

• IS organization requirements

Source: Gartner Research (July 2003)

The combination of Microsoft’s software development expertise and BearingPoint’s capital planning experience provides unmatched solution power.

Federal Public Services 6

EPICCS Modules

Portfolio Management

Portfolio Management

ProjectManagement

ProjectManagement

ProposalDevelopment

ProposalDevelopment

EPICCSEPICCS

Federal Public Services 7

Proposal Development PortalCollaborative portal for the development of winning business cases

Web access. Business cases are assigned their individual web portals, allowing easy access for all team members. Sections of the Exhibit 300 can be accessed and developed individually by team members.

Process Capture. Facilitate and capture the entire proposal development and review process prior to submission, by tracking and controlling versions, internal feedback and scoring.

Role based security. Maintain and protect content integrity throughout the proposal development process, by assigning team members to specific roles within the development process.

Collaborative PortalAllows multiple subject matter experts to collaborate and write business cases simultaneously.

Federal Public Services 8

Portfolio Management & Analysis

Federal Public Services 9

Portfolio Management & Analysis

Unlimited Portfolio ViewsEPICCS provides an unlimited number of portfolio views. Users can determine which views and data-roll ups are most meaningful to their role.

Federal Public Services 10

Portfolio Analysis Easy analysis and decision-making with powerful portfolio management, reporting and modeling capabilities.

Portfolio Management & Analysis

Portfolio Analysis Choose from charts you’re already familiar with and easily drag-and-drop the data elements of your choice into the chart data.

Federal Public Services 11

Integrated Project Management

Federal Public Services 12

Project Management Enable the project manager to maintain complete control of the project while providing visibility and tracking of daily activity via the Web portal

Organization-wide consistency. Deploy agency templates for standardization of data and reporting across your project portfolio. Define consistent properties for resources and projects, to evaluate and compare costs, performance, and utilization rates across the organization.

Support Best Practices and Organization-wide Standards Implement standards and best practices for organization-wide consistency and compliance.

Federal Public Services 13

Project Management Enable the project manager to maintain complete control of the project while providing visibility and tracking of daily activity via the Web portal

Flexible information access. Let partners, executives, and team members view and interact with role-specific project data through EPICCS Web Access just by using a browser. Automatically send updates through email, or integrate custom Web Parts into a dashboard view with other information for a complete view of the organization. Centralized Document management. Enhance knowledge sharing and improve the quality of project deliverables. The solution enables teams to centrally manage and track project-related documents.

Collaborate and Track Progress Empower project teams to view, share, and update project information and progress from the Web or Outlook.

Federal Public Services 14

Pricing

Pricing Component

Description Cost

Software Microsoft applications necessary to run the EPICCS solution include: Windows Server 2003, InfoPath (part of Office 2003) Project Professional 2003 and Project Server as well as SQL Server 2000

Only software that is not already part of an agency’s enterprise agreement with Microsoft needs to be procured through the existing MSFT reseller

Hardware BearingPoint/MSFT specs – usually 2-3 servers are required To be procured by agency – BE/MSFT to provide specifications.

Installation Installation of solution on agency’s hardware Services provided by BE

Project & Portfolio Module configuration

Configuration of project and portfolio components of the solution

Services provided by BE

Exhibit 300 Module configuration

Population & configuration of guidance areas, subject area portals and text samples that provide content tailored to agency’s specific requirements and needs

Services provided by BE.

Training Training of users, power users and administrators Services provided by BE

Annual Subscription Helpdesk support, updates and patches and OMB Exhibit 300 updates

Depending on number of users.