Bank of America Service Delivery Model Oral Presentation Agenda - PowerPoint PPT Presentation

Bank of America Service Delivery Model Oral Presentation

Agenda and BearingPoint Attendees Agenda BearingPoint Attendees 1. Introductions 10 Minutes 2. Company and Practice Areas Overview 10 Minutes 3. Understanding of Project Objectives and Value Proposition/Differentiators 35 Minutes 4. Services/Approach Proposed 60 Minutes -- Break – 10 Minutes 5. Staffing 15 Minutes 6. Timing, Pricing and Delivery Options 30 Minutes 7. Management and Control of Offshore Resources 10 Minutes 8. Prior Experience 15 Minutes 9. Questions and Answers 45 Minutes FINANCIAL SERVICES 1

BearingPoint Overview

BearingPoint – Company Overview Enduring relationships with Leading Practice Solutions world-class clients †  Business solutions provide proven results: strategy, implementation and  More than 2,100 clients operations  Over 15,000 professionals worldwide  Strategic alliances with nearly 50 market- leading hardware and software providers  430 of the Fortune 1000  811 of the Global 2000 Sustained Revenue Growth  98% retention of our top 100 clients $3.139b Consolidated Annual Revenues $2.856b  Named to Fortune magazine’s $2.370b $2.368b list of Most Admired Companies $1.981b* in America in the computer and data services sector $1.428b $947m FY97 FY98 FY99 FY00 FY01 FY02 FY03 † FY03 Results * Combined (Partnership Basis) FINANCIAL SERVICES 3

BearingPoint’s Experience BearingPoint’s experienced professionals solve client issues through a combination of industry and solution knowledge — delivering practical, innovative and flexible solutions to our clients’ specific needs. FINANCIAL SERVICES 4

BearingPoint’s Value Proposition  Experience with Global CRM  Industry Deployment Experience: 12 Years on Average  Delivery using Industry and  Nearly 50 Solution Templates Alliances with Accelerated Experienced Technology  Treasury Services Solutions Professionals Leaders Process Flow Get-It-Done Diagram  Relationships— Culture 90% Rating: “Easy  Integrated Change to Work With” † Management  Multi-Channel Contact Center Experience Enduring Client Relationships  100% Retention of Top 50 Clients †† † Survey of 260 BearingPoint clients  95% Retention of Top 150 Clients †† † † FY02  93% Rating: “Trustworthy” † FINANCIAL SERVICES 5

BearingPoint’s Financial Services Practice Analysts recognize BearingPoint’s Financial Services Team. As noted by Aberdeen Group, “… Business and IT decision makers are realizing that they must approach IT planning and investment in the context of an overall value chain in order to achieve measurable benefits on an enterprise level. BearingPoint serves BearingPoint is best positioned in this context …” the Top 10 banking and finance Clients cite BearingPoint’s impact. institutions in the United States as “[BearingPoint] brought three specific things to the table: first, a proven track record of delivery ; second, industry specific well as the Top 5 knowledge , both in terms of traditional competitors and Fortune 100 emerging technology-enabled competitors; and, finally, they not Diversified Financial only delivered the point solution to the specific business problem that we were looking to address, but also architectural Companies and knowledge frameworks that we can reuse and redeploy over and over again through succeeding efforts within the company.” — Mark Hammersmith, SVP & CIO MetLife FINANCIAL SERVICES 6

BearingPoint Treasury Solutions Practice BearingPoint Recognized for Meeting Client Challenges Check21 Impact Analysis/Image Product Assessment  — BearingPoint is assisting clients accelerate the realization of benefits from improved process times and funds availability, while lowering the costs of processing transactions and servicing customers — BearingPoint is working with SVPCo as one of the primary drivers of Image Exchange development Operational Process Improvement – BearingPoint is reengineering the operations  of Treasury Management Services for global financial institutions Portal Development/Platform Implementation – BearingPoint is developing and  implementing Commercial Treasury Portals to improve client satisfaction while introducing new products and services to the market BearingPoint Market Presence Dedicated Payments and Treasury Services practice with Global Treasury  Services experience FINANCIAL SERVICES 7

CRM Overview - Global Footprint China Development Center ~500 FTEs North America EMEA 1,474 CRM FTEs 682 CRM FTEs Latin America ASIA/PAC 124 CRM FTEs 284 CRM FTEs Worldwide > 2,500 Professionals Dedicated to CRM FINANCIAL SERVICES 8

BearingPoint CRM Practice – Recognized Leaders Analysts recognize BearingPoint In 2003 Gartner, Meta, and Forrester rate BearingPoint as a leader in developing and implementing  CRM solutions BearingPoint receives Awards and Recognition Analysts. BearingPoint’s CRM work with clients such as: Boise Cascade, York International, AGF  Management Limited and VendiorBis have been cited by Analysts for Excellence in execution and results Partners. Oracle, Cisco, PeopleSoft and Siebel each recognized BearingPoint with distinction for  Leading Practices Clients cite BearingPoint’s impact Allstate. “The Restructuring for Profitable Growth work BearingPoint did for us was an A++.”  - Ed Liddy, CEO, Allstate, comment to Allstate Board of Directors AGF Management Limited. “BearingPoint has proven to be a dedicated partner. They have made  it possible for our organization to focus on the central issue of how the business needs to change to benefit from our CRM initiative.” - Steve Elioff, Vice President & CRM Programme Director, AGF Management Limited FINANCIAL SERVICES 9

Global PeopleSoft CRM Practice  PeopleSoft Platinum Partner — PeopleSoft’s first Global Implementation Partner — Named as a Platinum Partner at Connect 2003 — R 2 i delivery methodology for PeopleSoft CRM 8.8 — Established PeopleSoft development capabilities based in China — FSI and Communications verticals installed in our Broadband Solution Centers — Co-developer of PeopleSoft Enterprise Performance Management (EPM) module  Extensive Experience — Dedicated PeopleSoft practice - 800 consultants, 500 within US, 300 in rest of the world — Completed over 300 PeopleSoft implementation and upgrade projects - over 150 release 8.x implementations — Over 50 consultants trained in CRM 8.x, 75% certified — Over 50 Vantive implementations — Over 10 PeopleSoft CRM 8.x implementations globally, either completed or in progress FINANCIAL SERVICES 10

Global Siebel Practice  Siebel Strategic Partner — Siebel’s first systems integrator partner (Siebel 1.0,1993) — First global Siebel deployment (Cisco, 1995) — First 7.5 application to go live (York International) — One of the largest Siebel deployments (Microsoft – 12,000+) — Earned superior rating with Siebel’s Gold Star distinction — Implemented Siebel 7.5 within BearingPoint on a global basis (2000 seats – SFA, Marketing, Analytics, PRM, ERM) — Siebel co-funded BearingPoint’s China Development Center — Master Services Agreements in place to facilitate rapid teaming  Extensive Experience — Over 1,000 Siebel experienced consultants globally — Over 600 Siebel certified consultants — Over 300 projects completed — Over 75 projects within the past 24 months FINANCIAL SERVICES 11

The BearingPoint Delivery Team The delivery team with you today is the team that will be on the ground to make the project a success. Name, Role Skills Specialties Experience  Siebel Implementation Management J.R. Moore, Siebel Engagement Managing Director Siebel CRM 17+ years CRM Project Management  Siebel CRM Managing Director in BearingPoint’s CRM Solutions Practice with comprehensive experience in Siebel CRM Products.  Large scale program management Cindy Howton, PeopleSoft Engagement Managing CRM Project Management 20+ years Director Systems Integration  CRM process design and PeopleSoft CRM Managing Director in BearingPoint’s Customer implementation development Management Practice specializing in CRM solutions for  International deployments the Financial Services industry.  PeopleSoft CRM and Siebel experience  Program Management of large complex Joe Kulak, Quality Advisor Quality Assurance 20+ years System Integration projects Managing Director in BearingPoint’s Customer CRM Package Integration  CRM strategy through implementation Relationship Management practice specializing in CRM Offshore Delivery Model solutions for the Financial Services industry.  Siebel 7, Genesys 6.5, IVR/CTI  Program Management Kevin Kane, Treasury Services Industry Advisor Portal Development 8 + years  Treasury Product Development Senior Manager in BearingPoint’s Financial Services Treasury Operations practice specializing in program management and Treasury Services strategy and implementation projects.  CRM Strategy and Implementation Donna Johnson, Program Manager CRM Project Management 19+ years Management PMO Senior manager in BearingPoint’s Customer  International deployments PeopleSoft CRM Management Practice with extensive program and  PeopleSoft CRM project management experience. Package & Custom FINANCIAL SERVICES 12