Genesis Consulting

better decisions through better information www.genesisconsulting.combetter decisions through better information www.genesisconsulting.com

Company Overview

better decisions through better information www.genesisconsulting.com

This document is protected under the copyright laws of the United States and/or other countries as an unpublished work. This document contains information that is proprietary and confidential to Genesis Consulting Partners, LLC and/or affiliates or its technical alliance partners, which shall not be duplicated, used, or disclosed in whole or in part for any purpose other than toevaluate Genesis Consulting Partners, LLC and/or its affiliate(s). Any use or disclosure in whole or in part of this informationwithout the express written permission of Genesis Consulting Partners, LLC and/or its affiliate(s) is prohibited.

© 2009 Genesis Consulting Partners, LLC and/or its affiliate(s) (Unpublished). All rights reserved. The LSAP and ISAP methodology is a component of Genesis Consulting Partners, LLC implementation content and contains processes, templates and techniques used to deliver Genesis Consulting Partners, LLC services.

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• Vision• Company Overview • Consulting Services• Organization & Culture• Sales & Marketing Overview• Growth Strategy

Discussion Topics

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About Genesis Consulting

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Our Vision

• Genesis is a strategic, women-owned consulting firm transforming organizations with Enterprise systems.

• Bring our innovative lean and agile approach into our client’s organizations to quickly realize business value through high performing teams.

• Focus on helping organizations strive for more accurate, actionable, and accessible information.

• Specialize in delivering consulting services in SAP technologies, Enterprise Services Oriented Architecture (ESOA) as well as within the Business Process, Organizational Change, and Data Management disciplines.

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Certified Women-owned business in the Commonwealth of Virginiaand registered with the SBA


Our Services and Solutions

We specialize in delivering services in:SAP Technology: • Strategy & Planning• Project Management • Systems Integration and Consulting• LSAP Solution: A Lean Agile Approach to SAP

Enterprise Services Oriented ArchitectureBusiness Process Management Data ManagementOrganizational Change Management

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Our Consultants

Extensive SAP experience that delivers a unique and innovative approach to implementing SAP using Lean and Agile techniquesSenior leadership teams of experts in their fieldsHave prior hands-on experience with multiple large project engagementsHave customer-focused attitudesHave diverse backgrounds with many years in the industryAre leaders committed to team work and to building a strong organizationAre able to think creatively and out of the box

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Genesis Consulting delivers ERP strategic, consulting and advisory servicesto help our clients realize results, reduce risk and manage successful projects


Company Overview

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Our Team...We Bring a Depth of Experience

Services Representative Industries

• ERP Strategy and Program Management• Organizational Change Management• Data Strategy and Management• Business Process Management• Enterprise Services Oriented Architecture Strategy

• Manufacturing• Life Sciences• Retail• Aerospace and Defense• Public Sector

• IT Strategy and Roadmaps• Vendor Selection• Business Process Improvement• Systems Integration• Web solutions• Business Intelligence

• Healthcare• Mfg/Retail/Distribution• Financial Services• Associations• Entertainment• Public Sector

• IT Consulting Resources:• Enterprise Architects• Project Managers• Technical Leads• Business Systems Analysts• Software Engineers

• Healthcare• Manufacturing• Shipping• Financial• Insurance• Government

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Healthcare Associations Mfg/Retail/Dist Financial Services Other

Customers

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http://www.pfgtemple.com/�


Customers

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Healthcare Mfg/Retail/Dist Financial Services

Other


Founder, Computer Professionals, Inc. Built Richmond-based firm to 170 consultants in 4 years. Acquired by public company in 1995. Served as M&A leader and COO of $600mm staffing and project-based consulting firm.CEO, Tekna. Acquired small Interactive Firm in 1997 then developed a national Fortune 500 client list. Acquired by a public company, then IPO’din 1999.Founder and CEO, PoshTots. Created the online leader in luxury children’s furnishings market. Acquired by a public company in 2006.Founding Partner/Investor, Fahrenheit Technology. Richmond-based IT Services firm specializing in Project Management and Application Development. In its 10th year of business.Founding Partner/Investor, Ironworks Consulting. Consulting firm specializing in business strategy and internet-related technologies with 4 offices. In their 7th year of business.Served 2 years on Venture Capital Board, 5 yrs. As Visiting Professor at U of R on entrepreneurship, experienced speaker on the subjects of successful entrepreneurship, angel investing, and buying and selling businesses.Managing Partner in Genesis Consulting. Responsible for business strategy and execution.

Partner Bios – Karen Booth Adams

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Jason Fair comes to Genesis Consulting from BearingPoint, where he served as a Managing Director for SAP SolutionsProvided oversight and strategic direction in business development, practice management, and client delivery. Directly responsible for the booking of over $150M per year, maintaining a revenue pipeline of over $400M for 3 consecutive years, and managed a gross margin and net profitability 10-20% above targetsMore than 18 years of industry experience, 15 of which he has specialized in implementing SAP technologies . Industry experience includes: Consumer products, Manufacturing, Mill Products, Aerospace and Defense, DoD, Federal, State and Local, Higher Education, Utilities and Healthcare.Extensive experience in program management for large-scale SAP implementations, ERP strategic planning, package selection, quality assurance and control reviews, business process design, functional configuration, system upgrades, and ERP operations and sustainment engagements.Program Manager for one of the largest SAP implementations in the Public Sector. Managed a $250M program with over 250 team members. Deployed SAP solutions to over 30,000 users at 126 sites worldwide.Led the development and certification for the most comprehensive SAP Business All-In-One Solution for the Public SectorEstablished a Global Development Center to start an off-site, on-shore development capability in response to post-9/11 national security constraints in the Public SectorCertified SAP Consultant, U.S. Government Top-Secret Clearance, Certified Project Management Professional (PMP), and a Certified Public AccountantRegular speaker at SAP, ASUG and various industry conferences.Genesis Consulting Chief Executive Officer (CEO) responsible for strategic vision, sustained growth, profitability and client delivery.

Partner Bios – Jason Fair

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Managing Partner leading Sales, Marketing and Resource ManagementBranch Manager, Computer Professionals, Inc. Grew successful Richmond-based IT Services business. Partner and VP Resource Management, Tekna. Grew successful Interactive Agency and gained national reputation for building sophisticated internet strategies and applicationsCo-Owner of Apparel Brand. Developed and expanded consumer brand through national accountsFounding Partner in Genesis Consulting. Responsibilities include resource managment and new business lead generation.

Partner Bios – Mary Fowlkes

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Over 350 professional consultants in family of companiesOver 225 consultants specializing in solutions:

SAPOracleSiebelPeopleSoftJD EdwardsMicrosoft

Over 50 management and business consulting professionals

Our Team

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Consulting Services

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SAP Consulting Services

Practice Areas:• Strategy & Planning• Project Management• SAP Consulting

SAP Services• Project Assessments• Package/Vendor Selection• Business Process

Reengineering (BPR) • Upgrade Services • Implementation Services• System Integration• Performance Tuning• Application Management

Services• Remote Support• Any Shore Delivery• Supplemental Resources

We know SAP. We have over 16 years of SAP experience, from R/2 through R/3 and now ECC / NetWeaver.

BIMDMCRMSCMHCMPLMSRMSEM

SAP ERP ECCNetWeaver

ERP Strategy & Program

Management

Upgrade Services

Implementation Services

Application Mgmt Services

Remote SupportSystem Integration

Performance Optimization

Supplemental Resources

System Integration & Tuning

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A Lean and Agile Approach to SAPLean Thinking• Eliminate Waste• Pull From Demand – Focus

on business value • Empower Workers• Enable Continuous

Improvement

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Some Agile Techniques• Frequent inspection and adaptation• Aligning development with customer needs &

company goals• Co-location• Self-organization and accountability• Becoming a team player• Elimination of “waste” and “ceremony”• Empirical demonstration of results• Customer is always present• Product managers and owners• 5 planning events: product planning,

release/feature planning, iteration planning, sprint review, and stand-ups

Agile is a journey, not a destination.

better decisions through better information www.genesisconsulting.com19

AgileApproach

ASAP“Waterfall”

Waterfall to Iteration


Data Management Services

Data Governance

Data Warehousing

& BI Mgmt

Document & Content Mgmt

Meta Data Management

Data Quality Management

Data Architecture Management

Database Operations

Management

Data Security Management

Reference & Master Data Management

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Data Management is a Science! DMBOK = Data Management Body of Knowledge


SOA

Strategize

Evaluate

ExecuteReview

Innovate

Enterprise Services Oriented Architecture

ESOA Activities

ESOA Governance

ESOA Orchestration

ESOA Security & Management

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“A comprehensive plan to integrate all existing systems involved in

business processes in a seamless, adaptive and responsive way, so that information technology can support

cross-department cohesion.” –Managing Partner

Integration can help an organization maximize its data managementand information sharing potential.


Organizational Change Management

Organizational Change

Management

Assess Organizational

Risk

Conduct Stakeholder

Analysis

Engage Leadership

Communicate to

Stakeholders

Prepare the Workforce

Analyze Results and

Impact

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Industry Expertise

Health & Life Sciences

Higher Education

Consumer Products

Wholesale & Distribution

Retail

Automotive

Public Sector

High Tech/Electronics

Chemical

Oil & Gas

State & Local

Banking

Insurance

Financial Service Providers

Service Providers

Transportation

Utilities

Telco

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Organization & Culture

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Our consultants are chosen because they:Are experts in their fieldHave prior hands-on experience with multiple large project engagementsHave customer-focused attitudesHave diverse backgrounds with many years in the industryAre leaders committed to team work, not shy to get their hands dirtyAre able to think creatively and out of the box

Our Consultants

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ERP / Data Management / Business Process / Organizational Change ManagementBig 4 experienceExperts / WinnersBig project experienceCan bridge the gap between business and ITEntrepreneurial – likes building somethingConsulting experience

Consultant Profile

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Consulting PositionsPosition Experience / Skills Key Performance Metrics

Vice President • Develop and maintain C-Level client relationships• Demonstrate innovation, thought leadership, and growth strategy

for practice• Overall responsibility for sales, marketing, and business

development in practice area• Manage partner alliances and relationships• Provide overall practice leadership• 15+ years of industry and/or solution experience

• 50% individual chargeability• > 80% team chargeability• > $5M managed revenue/sales

Senior Director • Managing client relationships; Overall practice management• Driving new business development; Leading proposals• Project Manager, Demonstrated thought leadership in field• Experience managing clients, contracts, proposals and staff• Experience leading teams and successful delivery of deliverables

and milestones• Ability to recruit experienced team members• 12+ years direct business, industry or product experience


Director • Manage multiple client engagements• Project Manager, PMP certified, thought leadership• Experience managing clients, contracts, proposals and staff• Directly supervise and manage teams• Ability to recruit experienced team members• Functional/Technical Architect/Project Manager• 10+ years direct business, industry or product experience


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Consulting PositionsPosition Experience / Skills Key Performance Metrics

SeniorManager

• Project Manager, PMP certified, thought leadership• Experience managing clients, contracts, proposals and staff• Experience leading teams, successful delivery of project milestones• Ability to recruit experienced team members• Functional/Technical Architect/Project Manager• 10+ years direct business, industry or product experience


Manager • Project Team Lead, PMP certified• Experience managing clients, proposals and staff• Experience leading teams ; successful delivery of project milestones• Functional/Technical experience in a specific competency• 7-10 years direct experience

• 82% individual chargeability• > 80% team chargeability• > $500K managed revenue/sales

Senior Consultant

• Demonstrates leadership qualities and commitment to client success• Ability to deliver high quality work, become a trusted advisor to

client, and work independently• Considered a expert in a specific competency• 5-7 years of experience

• 85% individual chargeability• Contribute to business development

and proposals• Supervisor/mentor to other

consultants• Facilitates knowledge sharing

Consultant • Demonstrates initiative and willingness to work with a team • Demonstrates leadership qualities and commitment to client success• Demonstrates a proficiency in specific competency• 2-5 years business, industry, or product experience

• 85% individual chargeability• 100% compliance with required

company activities (timekeeping, resumes, collateral submittal, etc.)

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Aggressive Growth – We are here to build something greatOur philosophy - “Invest upfront and do it right the first time” Strategy consulting firm – High-end consulting Entrepreneurial, Adaptable, OpportunisticResults-driven and focused on the success of our clientsTeam-oriented, supportiveFamily-oriented environmentGenuine passion to attract, excite, develop and retain great consultants. We build companies with strong loyalty.Adopt best practices and utilize resources and synergies with Ironworks and Fahrenheit to scale quickly

Company Culture

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401K529Performance bonusesEquity opportunities5 weeks PTO (Personal Time Off)Life / disability insuranceMedical / DentalFlexible Spending PlanCommitment to Training and Continued Education

W2 Employee Benefits

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Sales & Marketing Overview

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Top Down:• Utilize relationships with executives in organizations where they

already know us by name or reputation, and trust is already established.

• Utilize out Strategy & Planning/Trusted Advisor Role/Roadmap Service to sell to executives in organizations that do not know us.

Bottoms Up:• Place senior consultants to deliver high-quality solutions or consulting.

Build trust. Open the account further.

Sales Approach

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Reputation for quality delivery and networking supplemented by a sales force focused on huntingDefend pricing by providing senior resources or resources with deep technical skill sets – not low cost provider, but high value providerInvestment in marketing for lead generationInvestment in expanding lead generation through partnerships (BackOffice, SAP, Oracle, Oracle and SAP Hosting companies , or Complementary services companies)Lead generation through our affiliate companies (Ironworks, Fahrenheit)Sales Pipeline

Pipeline is $17.2 M for 200960% in Public Sector40% Commercial, Life Sciences, Utilities, Manufacturing/Consumer Products

Sales Approach

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Locations

Richmond, Virginia:5207 Hickory Park DriveSuite EGlen Allen, VA 23059Phone: (804) 523-8007Fax: (804) 935-8900

Raleigh, NC:11000 Regency ParkwaySuite 404Cary, NC 27518Phone: (919)460-6494Fax: (919) 462-2093

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[email protected]

Washington, D.C.8133 Leesburg Pike, Suite 650Vienna, VA

Charlotte, NC3440 Toringdon Way, Suite 205Charlotte, NC 28277Phone: (919)460-6494Fax: (919) 462-2093


Growth Strategy

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Develop deep capabilities within our core practice groupsInvest in high-caliber senior management teamExpand into additional practice groups and technology nichesDevelop several productized service offerings to lead new client engagementsBe opportunistic with M&A. We maintain an active pipeline through a wide national networkEstablish Industry Specific SpecialtiesLeverage the resources and relationships of our investors and sister companies to grow quickly

Growth Strategy

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SAPBusiness ObjectsVSSHPBack OfficeCC PaceChangeWrightData BlueprintDynProEnzen

Strategic Partnerships

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ItelligenceMBC – Morgan, BorsczConsultingDoyon EmeraldSierra InfosysAbacoB2b2dot0FujitsuSunThoughtWorksWinshuttle

Genesis Consulting

Technology

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