Genesis Consulting
- 1. better decisions through better information www.genesisconsulting.combetter decisions through better information www.genesisconsulting.com Company Overview
- 2. 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This document is protected under the copyright laws of the United States and/or other countries as an unpublished work.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 to evaluate Genesis Consulting Partners, LLC and/or its affiliate(s). Any use or disclosure in whole or in part of this information without 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 © 2009 Genesis Consulting Partners, LLC and/or its affiliate(s) (Unpublished).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. 2
- 3. better decisions through better information www.genesisconsulting.com • Vision • Company Overview • Consulting Services • Organization & Culture • Sales & Marketing Overview • Growth Strategy Discussion Topics 3
- 4. better decisions through better information www.genesisconsulting.com About Genesis Consulting 4
- 5. better decisions through better information www.genesisconsulting.com 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. 5 Certified Women-owned business in the Commonwealth of Virginia and registered with the SBA
- 6. better decisions through better information www.genesisconsulting.com 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 Architecture Business Process Management Data Management Organizational Change Management 6
- 7. better decisions through better information www.genesisconsulting.com Our Consultants Extensive SAP experience that delivers a unique and innovative approach to implementing SAP using Lean and Agile techniques Senior leadership teams of experts in their fields Have prior hands-on experience with multiple large project engagements Have customer-focused attitudes Have diverse backgrounds with many years in the industry Are leaders committed to team work and to building a strong organization Are able to think creatively and out of the box 7 Genesis Consulting delivers ERP strategic, consulting and advisory services to help our clients realize results, reduce risk and manage successful projects
- 8. better decisions through better information www.genesisconsulting.com Company Overview 8
- 9. better decisions through better information www.genesisconsulting.com 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 9
- 10. better decisions through better information www.genesisconsulting.com Healthcare Associations Mfg/Retail/Dist Financial Services Other Customers 10
- 11. better decisions through better information www.genesisconsulting.com Customers 11 Healthcare Mfg/Retail/Dist Financial Services Other
- 12. better decisions through better information www.genesisconsulting.com 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’d in 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 12
- 13. better decisions through better information www.genesisconsulting.com Jason Fair comes to Genesis Consulting from BearingPoint, where he served as a Managing Director for SAP Solutions Provided 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 targets More 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 Sector Established 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 Sector Certified SAP Consultant, U.S. Government Top-Secret Clearance, Certified Project Management Professional (PMP), and a Certified Public Accountant Regular 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 13
- 14. better decisions through better information www.genesisconsulting.com Managing Partner leading Sales, Marketing and Resource Management Branch 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 applications Co-Owner of Apparel Brand. Developed and expanded consumer brand through national accounts Founding Partner in Genesis Consulting. Responsibilities include resource managment and new business lead generation. Partner Bios – Mary Fowlkes 14
- 15. better decisions through better information www.genesisconsulting.com Over 350 professional consultants in family of companies Over 225 consultants specializing in solutions: SAP Oracle Siebel PeopleSoft JD Edwards Microsoft Over 50 management and business consulting professionals Our Team 15
- 16. better decisions through better information www.genesisconsulting.com Consulting Services 16
- 17. better decisions through better information www.genesisconsulting.com 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. BI MDM CRM SCM HCM PLM SRM SEM SAP ERP ECC NetWeaver ERP Strategy & Program Management Upgrade Services Implementation Services Application Mgmt Services Remote SupportSystem Integration Performance Optimization Supplemental Resources System Integration & Tuning 17
- 18. better decisions through better information www.genesisconsulting.com A Lean and Agile Approach to SAP Lean Thinking • Eliminate Waste • Pull From Demand – Focus on business value • Empower Workers • Enable Continuous Improvement 1 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.
- 19. better decisions through better information www.genesisconsulting.com19 Agile Approach ASAP “Waterfall” Waterfall to Iteration
- 20. better decisions through better information www.genesisconsulting.com 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 20 Data Management is a Science! DMBOK = Data Management Body of Knowledge
- 21. better decisions through better information www.genesisconsulting.com SOA Strategize Evaluate ExecuteReview Innovate Enterprise Services Oriented Architecture ESOA Activities ESOA Governance ESOA Orchestration ESOA Security & Management 21 “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 management and information sharing potential.
- 22. better decisions through better information www.genesisconsulting.com Organizational Change Management Organizational Change Management Assess Organizational Risk Conduct Stakeholder Analysis Engage Leadership Communicate to Stakeholders Prepare the Workforce Analyze Results and Impact 22
- 23. better decisions through better information www.genesisconsulting.com 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 23
- 24. better decisions through better information www.genesisconsulting.com Organization & Culture 24
- 25. better decisions through better information www.genesisconsulting.com Our consultants are chosen because they: Are experts in their field Have prior hands-on experience with multiple large project engagements Have customer-focused attitudes Have diverse backgrounds with many years in the industry Are leaders committed to team work, not shy to get their hands dirty Are able to think creatively and out of the box Our Consultants 25
- 26. better decisions through better information www.genesisconsulting.com ERP / Data Management / Business Process / Organizational Change Management Big 4 experience Experts / Winners Big project experience Can bridge the gap between business and IT Entrepreneurial – likes building something Consulting experience Consultant Profile 26
- 27. better decisions through better information www.genesisconsulting.com Consulting Positions Position 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 • 60% individual chargeability • > 80% team chargeability • > $3M managed revenue/sales 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 • 68% individual chargeability • > 80% team chargeability • > $2M managed revenue/sales 27
- 28. better decisions through better information www.genesisconsulting.com Consulting Positions Position Experience / Skills Key Performance Metrics Senior Manager • 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 • 75% individual chargeability • > 80% team chargeability • > $1M managed revenue/sales 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.) 28
- 29. better decisions through better information www.genesisconsulting.com Aggressive Growth – We are here to build something great Our philosophy - “Invest upfront and do it right the first time” Strategy consulting firm – High-end consulting Entrepreneurial, Adaptable, Opportunistic Results-driven and focused on the success of our clients Team-oriented, supportive Family-oriented environment Genuine 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 29
- 30. better decisions through better information www.genesisconsulting.com 401K 529 Performance bonuses Equity opportunities 5 weeks PTO (Personal Time Off) Life / disability insurance Medical / Dental Flexible Spending Plan Commitment to Training and Continued Education W2 Employee Benefits 30
- 31. better decisions through better information www.genesisconsulting.com Sales & Marketing Overview 31
- 32. better decisions through better information www.genesisconsulting.com 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 32
- 33. better decisions through better information www.genesisconsulting.com Reputation for quality delivery and networking supplemented by a sales force focused on hunting Defend pricing by providing senior resources or resources with deep technical skill sets – not low cost provider, but high value provider Investment in marketing for lead generation Investment 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 2009 60% in Public Sector 40% Commercial, Life Sciences, Utilities, Manufacturing/Consumer Products Sales Approach 33
- 34. better decisions through better information www.genesisconsulting.com Locations Richmond, Virginia: 5207 Hickory Park Drive Suite E Glen Allen, VA 23059 Phone: (804) 523-8007 Fax: (804) 935-8900 Raleigh, NC: 11000 Regency Parkway Suite 404 Cary, NC 27518 Phone: (919)460-6494 Fax: (919) 462-2093 34 E-mail info@genesisconsulting.com Website www.genesisconsulting.com Washington, D.C. 8133 Leesburg Pike, Suite 650 Vienna, VA Charlotte, NC 3440 Toringdon Way, Suite 205 Charlotte, NC 28277 Phone: (919)460-6494 Fax: (919) 462-2093
- 35. better decisions through better information www.genesisconsulting.com Growth Strategy 35
- 36. better decisions through better information www.genesisconsulting.com Develop deep capabilities within our core practice groups Invest in high-caliber senior management team Expand into additional practice groups and technology niches Develop several productized service offerings to lead new client engagements Be opportunistic with M&A. We maintain an active pipeline through a wide national network Establish Industry Specific Specialties Leverage the resources and relationships of our investors and sister companies to grow quickly Growth Strategy 36
- 37. better decisions through better information www.genesisconsulting.com SAP Business Objects VSS HP Back Office CC Pace ChangeWright Data Blueprint DynPro Enzen Strategic Partnerships 37 Itelligence MBC – Morgan, Borscz Consulting Doyon Emerald Sierra Infosys Abaco B2b2dot0 Fujitsu Sun ThoughtWorks Winshuttle