CSI Consulting LTD

Value Proposition

- Siddharth Sen
AGENDA

~ CSI Consulting Ltd – Corporate Overview

~ Technology Integration Services Practice

• Data Warehousing and Business Intelligence
• Enterprise Application Solutions
• Strategic Sourcing of IT Professionals

Other SBUs / Practices

~ Value Proposition
Company Introduction

~ CSI Consulting (US) is a member of CSI Group

headquartered in Toronto, Canada.
~ CSI group companies are heavily diversified into almost
all segments of the IT services domain.
~ We are in the business of keeping internal and external
customers happy for more than a decade. Some
verticals are more than three decades old.
~ CSI Consulting is offering a wide spectrum of IT
Services in US, taking all the core competencies of the
group companies into consideration.
~ We can offer services in the various areas –
• Project Implementation.
• Staff Augmentation.
~ We have a huge global talent pool of 25000 strong with
current payroll strength of 1100.
CSI Consulting Ltd –Corporate Overview

North America Corporate facts

~ Toronto ~ Enterprise wide technology partner
~ Ottawa ~ Deployed Resources: 1000+
~ Winnipeg (across locations)
~ Columbus, OH
~ Gainesville, FL
~ Partnerships :
~ Sacramento, CA • IBM
• ORACLE
International • MICROSOFT
~ UK, Mexico, Singapore & • WIPRO
India ~ 40% CAGR
~ Focused Practices
Business history • DW BI
~ Headquarters: Toronto,
Canada • EAS – SAP, P/Soft, Oracle,
~ Established 1996 Siebel, Ariba
~ Global execution capability • Project Management
• IT Security and Governance
• Knowledge and Content
Management
• SME
 Group Companies

CSI CSI
America Inc e-Secure
(US)
CSI CSI
Consulting Networks
Inc

CSI
Consulting
Ltd (UK)

Mentor CSI
TechSource Knowledge Bates Software
Genus Project Pvt. Ltd
Management (India)
Group Hierarchy

Ajit Someshwar
President CSI Group

Amitabh C Matty Narasimhan

Director - CSI Consulting
Business Head - CANADA

Charles McDougall Venkata Basavaiah

Business Head - India
Business Head - Bates

Siddharth Sen Wayne King

Business Head - EU Business Head
– Knowledge Genus

Michael Groff
Business Head
- Mentor TechSource
Munjal Kamdar
Business Head
- CSI eSecure
OUR VALUES

~ Local Focus, Global Reach.

~ Continuous Evolution to exceed customer expectation.

~ Addressing Tomorrow’s Issues Today !

~ Credible, Efficiency - Driven Track Record.

~ Aggressive but Sensitive to Internal and External Clients.

OUR CAPABILITIES

~ Global delivery model

• Talent pool access capability across Americas, Asia and
Europe.
~ Headquartered in Toronto, Canada
~ Global Representation: Americas (Canada, USA and
Mexico), Europe (UK), APAC (India, Singapore).
~ Ability to build complete solutions.
~ Ability to provide effective, timely, resource solutions.
~ Industry expertise: BFSI, Energy and Utility, Manufacturing,
Pharmaceuticals, Government, Retail.
~ Technology expertise: DW/BI; ERP/SCM/CRM, Testing;
Infrastructure, IT Security, Information & Project
Management.
CORE COMPETENCIES

TECHNOLOGY INTEGRATION SERVICES

PRACTICE:

DW & BI EXPERTISE
 BI & DW CAPABILITY

Differentiators

ƒ Dedicated in-house
Domains Competency Center.

ƒ BFSI ƒ Partnered Onsite –

Services offshore delivery of BIDW
ƒ Energy & Utility
Facets projects ensuring cost
ƒ Retail, CPG, FMCG savings of up to 35%
ƒ Industry Solutions
ƒ Manufacturing ƒ Multiple end to end data
ƒ Data Warehousing ƒ Enterprise BI
team of 200+ Consulting ƒ Telecom warehousing engagements
employees and with team sizes ranging
ƒ Healthcare
consultants. ƒ Project Staff between 7 – 25.
Augmentation ƒ Government
ƒ Annual growth is ƒ Very short ramp up time
ƒ Transportation &
around 30%. ƒ Managed Services frame for highly skilled
Logistics
resources.
ƒ Over 500 + years of
ƒ Pharmaceuticals & Bio
BIDW experience. ƒ Very competitive onsite
Technologies
rates.
 BI & DW SERVICES PORTFOLIO

Consult Architect Integrate Manage

ƒ BI & DW Solution ƒ Data Modeling ƒ Design ƒ Data Warehouse

Framework ƒ DWH Application Implementation Administration
ƒ Business & ƒ ETL Architecture ƒ Development & ƒ Capacity Planning
Information Analysis ƒ Technical Deployment ƒ Data Warehouse Audit
ƒ Roadmap for Architecture ƒ Performance Tuning
Implementation ƒ Metadata ƒ Data Warehouse
ƒ DW Project Management Maintenance
Management ƒ Tool Evaluation ƒ Managed DW Services
ƒ Proof of Concept
BI & DW TECHNOLOGY EXPERTISE
SOURCE ETL & DATA DATA ANALYSIS
SYSTEMS DATA CLEANSING STORAGE & REPORTING
DATA MODELLING OLAP
Informatica
Informatica
Powersoft
EssBase
Constellar
Constellar Warehouse
DATAArchitect
MARTS Business Objects
ERP ERWIN Cognos Data
Brio
Cognos
Cognos Decision
Decision Stream
Stream Oracle Designer Visualization
MicroStrategy
HR Sales Mktg MS OLAP
CRM Seagate Holos/Info
MS
MS DTS
DTS Oracle Express
DATA MANAGEMENT
Datastage DATA MINING
SCM Datastage S OLAP
T
A
Oracle Reports
SAS SAS E-Miner
Legacy SAS G Sybase HR Business Miner
Systems I Enterprise
SQL Server SPSS Clementine
N
Oracle
Oracle Teradata
Data IBM Intelligent Miner
G
Warehouse
Warehouse Sybase SGI Mineset
Warehouse Sales Cognos Scenario
Web Data Builder
Builder A
R
DB2 Data Mining
E Informix
A
External DW/DM SUITES
Data Oracle
Oracle DM
DM Suite
Suite SAP BW
SAPODS
BW IBM
IBM Visual
Visual Warehouse
Warehouse
Transform
Extract
Load
Extract
Transform
Load
META DATA
SAS
SAS Platinum
Platinum Repository
Repository Prism
Prism
M E T A D A T A
 BI & DW RESOURCE DISTRIBUTION
Total Resources

Growth in BI & DW Consultants 15%

4% BI/DW Project Management
250 6%
225 4%
200 210 BI/DW Architects

150 160 Business Analysts

125
100 ETL Consultants
37%
50 60
34% OLAP Consultants
25
0 Data Quality Consultants
2002-03 2003-04 2004-05 2005-06 2006-07 2007-08

OLAP Resources ETL Resources

8% 16%
4% 24%
36%
5% Cognos Informatica
Business Objects
7% Cognos DecisionStream
Microstrategy
Oracle MS DTS
Brio
Actuate Ascential Data Stage
9%
Hyperion Oracle Warehouse Builder
Crystal 24% 5%
13% 30% Others
7% 12%
 BI & DW – Clients (Direct and Partnered)

BFSI Retail & Utility Manufacturing Healthcare &

Pharma
ƒ Nationwide ƒ Cadbury ƒ Cooper ƒ Cardinal
Insurance Schweppes Industries ƒ Medtronic
ƒ Statestreet ƒ HE Butt ƒ Brady Corp. ƒ Eli Lilly
ƒ Citigroup ƒ Best Buy ƒ General Motors ƒ Healthways
ƒ Capital One ƒ Colgate-Palmolive ƒ Weyerhaeuser ƒ BlueCross BlueShield
ƒ Pepsi ƒ Sony ƒ GSK
ƒ Anheuser-Busch ƒ Daimler-Chrysler ƒ Eli Lily
ƒ Albertsons ƒ Pfizer
ƒ Reliant Energy ƒ Janssen Ortho
 Data Organization
Enterprise Data 
Data Acquisition Data Quality Warehouse
Data Marts
• Staging ODS MOLAP / 
• Cleansing TDS ROLAP
Cubes
• De-duping CDI Hubs
• Obfuscation
• Certification
• Governance Infrastructure Compliance
• Standards • Security
• Metadata
• Standards
Information Dissemination • Audit &Control Data Enrichment
• Data Validation
Portals, • Data Mining
Dashboards • Compliance • Aggregates
KPI,EPM Scorecards
External Data Feeds
• Pre-calculations
Advanced Analytics • Summarization
REPORT MANAGEMENT
TECHNOLOGY INTEGRATION SERVICES
PRACTICE:
ENTERPRISE APPS. SOLUTIONS
EAS: SKILLS MATRIX
Decision
Support
; i2
; SAP APO
Supply Chain ; Ariba

Core ERP
Customer Front Office
Back Office
Relationship

; SAP ; SIEBEL
; Oracle ; SAP CRM
; PeopleSoft
 EAS Competency

Consumer Public Hi Tech &

Life Sciences BFSI
Products/Retail Sector Discrete

Logistics Practice
Supply Chain Management, Supplier relationship management, Global Trade Services
Customer Relationship Management, Logistics Execution, Product Lifecycle Management

GLOBAL DELIVERY
Onsite / Offsite
Financial and Corporate Practice
Financial Accounting & Controlling, Financial Supply Chain Management, Corporate Governance
Human Capital Management, Strategic Enterprise Mgmt, Business Intelligence, EPM
Technology Practice
Enterprise Portal, Process Integration (XI,BPM), Data Unification (MDM), Custom Development,
Duet, Service Enabled Solutions, BASIS, mySAP Component Administration, Upgrader.

Tools and Services

Upgrade Uptimizer, Hot Pack Analyzer, ArchievePac, SPEED, PMT, Synergy

 EAS Practice – Services Portfolio
~ Advanced Services ~ Strategic Services
• Planning for ERP II, • Application Mgmt Services
Upgrades • Continuous Business Improvements
• ERP II Implementations • Compliance Services
• Global Roll outs • Process Optimizations
• Platform Migration • Spot Assessments, Functional &
• Technology Roadmaps Technical
• Optimization Services
• Best practices

~ Extended Services
~ Core Services • Custom Enhancements
• Implementation • New Roll Outs
• Offsite Development • Offshore Functional
• Staff augmentation and Technical support
• Support Services • Support for onsite
• Post Go-Live Support training and
documentation
• Tools deployment
 EAS RESOURCE DISTRIBUTION

Growth in EAS Consultants Total Resources

500 18%
5% Project Managers
425
400 390
12% Tech Arch / Security / BASIS
27%
300
Functional Consultants
250
200 190
New Dimension Products
130
100 80
Technical (RICEF)
0 24%
2002-03 2003-04 2004-05 2005-06 2006-07 2007-08 14% Applications DBAs/QA

Skills Matrix
2% %
7%
Skills Matrix by Business Area
7% 17% 20%
DW/BI 7
37%

SAP EPM
Oracle e-Biz
NetWeaver
PeopleSoft
11%
JD Edwards SRM/MDM
21% Ariba
Microsoft 17% Oracle R12
Biz One
13% 22% Others

24%
 EAS PRACTICE: BENEFITS TO CLIENTS

• Cost effective outsourcing model – In-House Employees and External

Consultants.
• CSI Pricing Model ensures that Onsite Consultant prove Cost Effective -
Relocation as opposed to Telecommuting.
• Ability to Ramp Up / Down as per Project Needs.
• Highly skilled operations team to Pre-Screen candidates.
• Over 60% Consultants are Certified in different modules.
• Offsite center for providing remote maintenance and support.
• Attrition managed through optimum Backup Resources and Retraining
Procedures.
• Knowledge Retention - Maintain critical Project Resources for re-use by client.

Value for money services to Clients

 EAS – Clients (Direct and Partnered)

BFSI Retail & Utility Manufacturing Healthcare &

Pharma
ƒ Canada Life ƒ Cadbury ƒ Iron Ore Co. ƒ Cardinal
ƒ Great West Life Schweppes ƒ KennaMetal ƒ Medtronic
ƒ Charles Schwab ƒ Colgate-Palmolive ƒ AMAT ƒ Eli Lilly
ƒ State Street Bank ƒ Anheuser-Busch ƒ Brady Corp. ƒ Pfizer
ƒ Nationwide ƒ Albertsons ƒ Honda
ƒ Zurich North ƒ Reliant Energy ƒ Weyerhaeuser
America ƒ Convergys ƒ Sony
ƒ Capital One (Dupont) ƒ Daimler-Chrysler
ƒ AT&T ƒ Sony Electronics
ƒ Pitney Bowes
ƒ E-Bay
ƒ Suncor Energy
ƒ Level 3
ƒ Ontario Power
VALUE PROPOSITION
Domain Capabilities
± BFSI
± Strong understanding of
Banking and Financial Services
business process
± Business Analysts and SME
deployment.
■Service Capabilities
± End to End services
± Flexible global staffing model
± Flexible global delivery models
± Time tested Methodologies
± Quality Management
A Unique Value Proposition for the BFSI vertical
■Technology Capabilities
± Packaged Solutions:
ERP/SCM/CRM; DW/BI; Testing
Services; Infrastructure
± IT Security
± Microsoft, IBM product suite.
± Technology Infrastructure services.
■Customer Satisfaction
± Onsite Presence
± Off-Shore staffing models and
co-sourcing model results in cost
reduction
± Multi skilled resources
± Customer Satisfaction Survey
TECHNOLOGY INTEGRATION SERVICES
PRACTICE:
STRATEGIC RESOURCING
STRATEGIC STAFFING MODEL

Understanding of client’s Business and IT Requirements.

ƒ We spend time to get an accurate description of the requirement before

commencing our search.

ƒ Highly Skilled Operations Team to ensure the right fit. Most of the team
members have been in CSI for over 5 years with at least 8 years in the IT
Industry.

ƒ Access to an extensive Database of IT professionals. This is our

Proprietary Database and not limited to search engines like
Dice/ Workopolis/Monster.

ƒ Excellent Consultant-2-Consultant Networking to provide the best fit at

short notice. This comes with years of experience in this Industry.

ƒ Use of Advanced Pre-Screening Methods for initial selection.

RECRUITMENT PROCESS - SCHEMATIC

•Technical skills
Client •Client Environment Candidate 1 Candidate 2
•Specific requirements
•Resource Re-usability
•Client Project Resource Plan
•Mapping client tech requirements vis-à-
Account Technical vis qualifications & experience
Manager Recruiter •Telephonic Screening
Pre-submittal •Written Test / Computer Based Test
review (CBT)
•Technical Interview
•Evaluation of Projects executed
Practice Mgr. •Profile of clients
VP Technology •Analysis of Technical fit
•Methodology for addressing client
project resource augment plans vis-à-vis
Client bench
•Statusplan
Check & Security Clearance
Interview Human •Suitability to client work environment
Resources •Communication & Presentation
•Immigration & Visa
•Time Sheets & other documents
Approved Reference Check

Account Consultant
commences
Manager work with client
VALUED ADDED SERVICES

Quality Resources at extremely competitive prices

ƒ Access to Consultants with specialized skills.

ƒ Advantage of low overheads at CSI is passed on to our Clients.

Detailed Assessment of Candidates

ƒ At all 3 levels - Operations, Practice/Account and HR.

ƒ Candidates for critical positions are met personally to ensure
right fit.

Consulting Support and Assistance to Candidates and Clients

ƒ Customized interviews to assess and prepare candidates.

Job Description assistance

ƒ Job description fine tuned collectively with client.

 VALUE ADDED SERVICES

Specialized Recruitment Team

ƒ Team has a wide network of specialists not found on job boards
ƒ Excellent soft skills and negotiation skills

Consultative Market Intelligence

ƒ Sometimes there is a mismatch between client and candidate
expectations regarding skill-sets and salary. We provide
information to correct that imbalance.

Extensive Database of Specialized Candidates

ƒ CSI has a proprietary database of 25,000 candidates

Background Check
ƒ Sometimes required to be conducted by clients in regulated
business pr federal government. CSI retains the services of Cluso
or Backcheck for the same.
 WHAT MAKES CSI UNIQUE?

• Understanding the Client’s Environment & Business

Dynamics

• Personalized Service is our Principal Core Value

• Competitive Pricing

• International Presence and Global Delivery

• Attrition Management

• Knowledge Retention
OUTSOURCING
PRACTICE
 OUTSOURCING SOLUTIONS

~ Devised outsourcing solutions tailor-made to provide

value added services to clients.
~ Engagement Models:

• Project/Deliverable based outsourcing: ON/OFF model

(IT Security, EAS, DW/BI and Testing)
• Offshore outsourcing for T&M based skills delivery
(recruitment and sourcing from India).
• Participation in large outsourcing deals (partnered
with Wipro or Infosys – management and staffing for
onsite and SMEs).
• Co-sourcing solutions (to manage client expectations
in retaining specific business skills)
TRANSITION DURATION & RESOURCE
REQUIREMENT
Application Outsourcing Setup

Pre - Knowledge CSI

Knowledge Acquisitio Training, Steady Continuous
Acquisition n Phase Pilot Phase State Improvement
Phase (KAP) (Transition)

1-2 weeks 6 - 12 weeks 2 - 4 weeks Ongoing

Customer team
involvement across
different phases

Team Team Team Team

Client Team Client Team Client Team Client Team
§ Program Manager § Application § Project Manager/s § Application Owners
§ Project Manager Owner/s § SME’s
§ Application § SMEs § Business Users
Owner/s § Team Members CSI Team
§ Project Manager/s § Program/Delivery CSI Team
CSI Team § Business Users Manager § Program/Delivery Manager
§ Program/Delivery § Project Manager/s § Project Manager/s
Manager CSI Team § Team Members § Team Members
§ Project Manager § Project Manager
§ Team Members § Project Manager/s
§ Team Members
 PROCESS – DEVELOPMENT PROJECTS
Phase Deliverables
Decide/Define ~ Estimates Project Plans
Design ~ Prototype/POC
~ High level Design
~ Detailed Design
Develop ~ Unit tested Code
~ Status Reports
~ Review Check lists
Test ~ System test plans/Cases
~ System tested code
~ User accepted code ( ready
for prod move)
~ Load/Performance
Plan/Tests
Deliver ~Code move to Production
To RTB/Support
Activities
~Participate in JAD sessions
~Understand requirements
~Technical Specifications
~Unit Test Plan
~Development of code (JSP/ASP, beans, components, HTML, XML)
~Clarifying issues with business/Functional analysts
~Format code using coding standards specified.
~Run the code through a static analyzer which points out the
potential problem areas in the code.
~Unit testing of all components ( test plan will be generated with
technical spec)
~Integration testing - with all modules
~Analyze and evaluate Change Requests.
~Code walk thru/ reviews
~Create system test plans
~QA Check lists
~Code move to Q/A region
~Address Q/A issues/ bugs
~Evaluate Change Requests
~Turnover co-ordination
~Production Implementation
 PROCESS – SUPPORT PROJECTS

Page/Call from
users H
Call reported at Help desk.
E
L
Help Desk pages for Support on
P
call
D
E
Phone Call/Mail S
K

Consultant understands the

Help Desk closes the problem & provides final
Call resolution (best case) Help desk assigns
ticket to appropriate
Initial queue & Status is
Consultant needs more Triage changed to REPORTED
Knowledgebase is information from user to provide
updated final solution (Other scenario)

Consultant sends the initial

response to the user with the
estimated time to provide resolution

Scenario A - Scenario B-Change to Scenario C - New

Configuration Change Existing code base Development
PROCESS – SUPPORT PROJECTS

A - Configuration Change

DO impact analysis for config

change

Implement Change

Test change Knowledgebase is updated

Approval from Q/A Helpdesk closes the call

team

Users approval User confirms the closure

to Helpdesk / Consultant

Transport to Staging Implement to PRD

(Testing & Approval)
PROCESS – SUPPORT PROJECTS

C - New Development B - Change to

Existing Code
N Time & cost
In scope
estimate
Y
Reverse eng. code
Business analyst provides Get business Specs & understand the
N
Specifications to approval exists logic
Developer
Tech Specs create/ review Y

Update Functional /
Code Development Specs Technical specs is
built

Code walk through by

Developer

Testing

Q/A Testing & Approval

Transportation to PRD

User confirms the closure

Knowledgebase is updated
to Help Desk / Consultant
TYPICAL PROJECT ORGANIZATION

Onsite Project
Lead/Manager Offshore Project
Manager

Technical Lead

Client Managers Onsite Sourcing team (offshore)

Business Analysts Developers
Others
SQA
Module Lead Module Lead

Developer Developers Testers

Application Support/Development
INFORMATION AND PROJECT MANAGEMENT
PRACTICE
 AREAS OF EXPERTISE

~ Business and Information Technology Management.

• Content Management.
• Document and Records Management.
• Business Intelligence.
~ Portfolio / Project Management.
~ Portal & Web Strategy.
• Deployment.
• Integration.
~ Advanced Collaboration & Messaging.
• Corporate social networking.
~ Governance and compliance management tools
~ eLearning.
 OUR SKILLS AND KNOWLEDGE

~ Enterprise & Application Architects

- Enterprise and application design, assessment and deployment
services.

~ Business Information / Technology Analysts

- Expertise in a variety of business areas and solutions.

~ Application Developers
- Application developers, system administrators and configuration
experts.

~ Portfolio & Project Management

- Skilled project managers, and coordinators
SOLUTION APPROACH
PM SERVICES AND PRODUCTS

Client Requirements

Assessment Services
Project Planning &
Delivery Services

Consulting &

PM Training
Bates Project Management Methodology
EFFECTIVE PROJECT MANAGEMENT
Senior Management
Support and Direction

Human Considerations

Business &
Technology
Processes &
Methodology

Project Project Project

Management Management
Systems &
Management Organization
Tools Methodology

Education &
Certification

Leadership Skills
PROJECT MANAGEMENT METHODOLOGY

~ Universal and scalable.

~ Integrates with technical life cycle methodologies.
~ Framework “What to Do” and “How to Do”.
~ Earned value integrated into the planning, control and
execution.
~ Project selection, planning, control and execution.
~ Project risk, quality and procurement management
~ Communications, team building, conflict management
~ Complies with PMI’s PMBOK
~ Integrates with IBM’s Rational Portfolio Manager, RPM.
GOVERNANCE, RISK & COMPLIANCE
PRACTICE
 CAPABILITY OVERVIEW

Assurance Compliance IT Security

• COSO • SOX/Bill 198 • Applications
Services Offered • COBIT • HIPAA • Platform
• Consulting • PIPEDA • Network
• Advisory Services
• Compliance
• Process Controls

Consulting team certifications to complement their CA / CPA / CIA

Core Consulting Team • CISA -Certified Information System Auditor

• CISSP -Certified Information System Security
10% 75%
10%
Professionals
Sun Certified CISA
• CISM -Certified Information Security Manager
CCSA / CCSE 12% • BS 7799 -Certified Lead Auditor
CISSP
• ISO 27001 / 2 -Certified Lead Auditors
19%
• ITIL -ITIL Certified
CCNA / CCNP
19% • CCSA -Checkpoint Certified Security
10% BS 7799 Administrator
Entrust PKI
Certified • CCNP -Cisco Certified Network Professionals
• PKI -Entrusted PKI Certified
CSI eSECURE – SERVICE PORTFOLIO

• Expert Domain Knowledge

Core • Global Reach
Capabilities
of • Industry Experience
Consultants • Multiple Qualifications
• Live Project Experience
 COMPLIANCE CONVERGENCE
INTEGRATED APPROACH
FRAMEWORKS
•Identify similarities and duplications in the COSO
•current models and structures IT Controls COBIT
BS 7799
•Build company wide framework and Sarbanes Oxley Act
ITIL
platform C-SOX (Bill 198)
SAS 70
•Develop a centralised core team GASSP
IETF Security-
•Continuous training and Handbook
education platform
Corporate Governance
Risk Assessment
Risk Management
Polices and procedures
Monitoring / Auditing
Reporting
Documentation
Record Retention
Privacy
Operational Internal Controls
Certification
Risk Business Continuity
GLBA
Regulatory Penalties & Fines PIPEDA
Basel II UK DPA
PCI-VISA / MasterCard EU Privacy Guidelines
AML OPA
Broker Dealer Act 1974 Privacy Acts
OSFI B-10 & Amendments
WRAP UP

~ CSI Consulting “ a better way” to meet your needs

~ Next Steps
• How can we engage with you ?

Thank you
CONTACT INFORMATION

~ CSI Consulting Ltd:

• Siddharth Sen
Business Head EU

Tel: +44 1189 072 535 X 6007 (UK/EU)

+1 416 847 0742 (US/Canada)
E-Mail: sid@csican.com