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Bauer Consulting, Inc.,[object Object],Where Business and IT Converge,[object Object],© 2009 Bauer Consulting, Inc. May not be reproduced by any means without express permission. All rights reserved.,[object Object],Bauer Consulting, Inc.,[object Object],714 Alameda DLP,[object Object],Belmont, Calif.  USA 94002www.bauerconsult.com,[object Object]
Excellent Work at Top Companies,[object Object],IT consulting services delivered at distinguished middle market and Fortune 500 firms:,[object Object],IT planning, strategy and architecture,[object Object],Technology and vendor selection for major systems,[object Object],Program and project management of strategic IT initiatives,[object Object],Improvement of internal IT management,[object Object],Why executives entrusted Bauer Consulting with their strategic IT initiatives:,[object Object],Bring requisite credibility with boards and senior management on high-visibility engagements.,[object Object],Leadership that delivers results in any internal situation.,[object Object],Blended strategic business and technology perspective.,[object Object],Ability to forge collaborative partnerships across organizational boundaries that unlock synergies while aligning  stakeholders.,[object Object],Results orientation.,[object Object]
Background,[object Object],Founded in 2001, Bauer Consulting, Inc. provides IT management consulting services to leading organizations.  We are a boutique firm that specializes in helping executives and senior management complete their most important IT initiatives.  Our leadership and business expertise combined with technological knowledge makes us uniquely effective at delivering results in the most demanding enterprises.,[object Object],Bauer Consulting brings professional, seasoned consultants with proven methodologies to execute strategic-class initiatives across the IT lifecycle at the application, data, and infrastructure layers.,[object Object],IT planning, strategy and architecture,[object Object],Technology and vendor selection,[object Object],Program and project management,[object Object],Improvement in IT management,[object Object],Our firm has established a successful track record at distinguished middle market and Fortune 500 firms with   engagements in fnancialservices, government, high-technology, transportation and bio-technology.,[object Object],Common across all our service offerings is a collaborative engagement approach.  Each of our methodologies involves the client’s organization as active participants throughout the engagement.  This approach produces superior outcomes, internal alignment and buy-in, and knowledge transfer.,[object Object],Bauer Consulting is privately held and based near San Francisco, California in the U.S.A.,[object Object]
Capabilities,[object Object],A  boutique consulting firm, Bauer Consulting has well-honed capabilities to deliver strategic-class IT consulting services.,[object Object],Proprietary Methodologies,[object Object],Refined over several client engagements, our methodologies blend thought-leading frameworks with real world pragmatism and change management.  They are also tunable to the client’s particular organization, situation, and engagement objectives.,[object Object],What make our methodologies particularly unique is that they produce a readiness for change at our clients. A collaborative approach is built into the methodology, whereby involving multiple levels of the client’s organization through a  structured decision making process as well as training.  The results is an superior IT strategy that has broad alignment, both horizontal across the business units and functions as well as vertical alignment up and down the management structure. ,[object Object],Highly-effective Consultants,[object Object],Our consultants are highly effective because they are senior-level with between 15 to 25 years of professional experience.  They also possess business acumen and are strategic thinkers.  Because they too once managed IT organizations, they genuinely understand the business of IT.,[object Object],Alliances,[object Object],Some client engagements require unique expertise or are very broad in scope.  In these situations, we utilize alliance partners to augment our core project team.  Partners are boutique firms such as ourselves or former IT executives.,[object Object],International Experience,[object Object],Through a number of engagements around the world, we have developed a cultural  awareness and international perspective that can only be gained from consulting to companies around the world.,[object Object]
Alliance Model,[object Object],Bauer Consulting partners with three similar boutique IT consulting firms for additional capacity and expertise when needed on client engagements.  Collectively our firms have performed over  100 strategic IT engagements, from the Fortune 100 to startup companies to government entities, across the world.  Representative engagements include the below.,[object Object]
IT Planning, Strategy and Assessments,[object Object]
Determining Best Course of Action,[object Object],Our business expertise combined with technological knowledge makes us uniquely effective in addressing strategic IT matters.  And we bring proven methodologies that keep engagements focused, pragmatic and deliver actionable outcomes. ,[object Object]
IT Planning – Our Methodology,[object Object],We utilize a three-phase approach that has proven successful and honed on multiple engagements.,[object Object],Where are we today?,[object Object],How do you get there? ,[object Object],Where do you want to go?,[object Object],7. IT Roadmap ,[object Object],    Projects,[object Object],Application Projects,[object Object],       Database Projects,[object Object],       Technology Projects,[object Object],       IT Management Projects,[object Object],       Business Process Improvement,[object Object],       Quick-hits,[object Object],     Performance Metrics,[object Object],3. Business Direction,[object Object],Values, Mission, Vision, ,[object Object],     Goals, Strategies, Objectives, ,[object Object],     Management Decision Criteria,[object Object],1. Assessment of IT Today:,[object Object],Current IT Direction,[object Object],Mission, Vision, Goals, etc.,[object Object],    Infrastructure,[object Object],Hardware/Servers,[object Object],      Networks,[object Object],      Security,[object Object],Applications & Databases,[object Object],   Architecture (App & Data),[object Object],   IT Org Structure, Staffing,       ,[object Object],        Skills,[object Object],   Business & IT Processes,[object Object],4. Business IT Opportunities,[object Object],5. IT Strategic Directions,[object Object],8. IT Org Alignment Plan,[object Object],    Mission, Vision, Values, Objectives,[object Object],     IT Organizational Structure,[object Object],     Staffing Resources & Skills (HR Plan)     Training Plan     Risk Management Plan,[object Object],     Communications Plan,[object Object],     Configuration Plan     Interface Plan,[object Object],     IT Budget Plan     Quality Management Plan     Change Management Program,[object Object],6.  Information Architecture,[object Object],         IT Principles,[object Object],         IT Models,[object Object],             Application Architecture,[object Object],             Data Architecture,[object Object],         IT Standards,[object Object],2. Benchmarking,,[object Object],    IT Trends & Peers     ,[object Object]
Enterprise / Business Architecture – Our Methodology,[object Object],Business Architecture,[object Object],Engagement Management,[object Object],Application,[object Object],Architecture,[object Object],Operating Model,[object Object],Enterprise Data Model,[object Object],The necessary level of business process integration and standardization for delivering services to customers.  Also, identification of share data.,[object Object],An integrated view of critical data generated and consumed across the bank. The model unites, formalizes and represents the things important to the bank, as well as the rules governing them.,[object Object],Absent a plan for the distribution of functions there is duplication and inconsistency. At best this means a more expensive operation. At worse, customers are dissatisfied with their service,[object Object],Description,[object Object],Guides BPR as a strategic requirements, whereby assuring process design aligns with  the business strategy.,[object Object],A plan that lays out which applications will own and provide data to the enterprise,[object Object],Provides a map for the distribution of business functions across the enterprise,[object Object],How Used,[object Object],[object Object]
End-to-End high-level workflows
High-level Proc. Architecture
Shared Data Model
Data Taxonomy
Conceptual Entity Model Deliverables,[object Object]
Representative Engagement – IT Strategy,[object Object],Client: ALINMA Bank,[object Object],Size:  $5B de novo,[object Object],Location: Kingdom of Saudi Arabia,[object Object],Scope: Retail, Commercial and Investment Banks,[object Object],Client needed a clean-sheet IT strategy that would provide competitive advantages over current  banks and future market entrants with advanced capabilities.   BCI assessed the institution’s planned business model, competitive positioning, business objectives and competitive advantages.  Based upon findings,  we formulated an IT strategy that encompassed :,[object Object],Role of IT,[object Object],IT Principals,[object Object],Emerging and best-of-breed technologies,[object Object],Enterprise architecture,[object Object],IT organization structure,[object Object],Engagement tightly aligned IT with business strategies and translated the business vision into an IT roadmap.,[object Object]
Technology and Vendor Selection,[object Object]
Much More Than Just Fitment,[object Object],For major IT system investments, perform a comprehensive and objective evaluation of technology solutions and their vendors to ensure best fit and value for the client.   In addition to requirements gathering and RFP issuance process,  we formulate an ROI-driven business case to support the planned purchase and can guide the contracting process.  Furthermore, we manage the selection process as a orchestrated joint decision-making initiative between business and IT in order to reach the optimal choice and to prepare the organization for change.,[object Object],Client: SVB Financial Group,[object Object],Size:  $5B in Assets; 1,100 Employees,[object Object],Location: Santa Clara, California, USA,[object Object],Scope: Commercial Bank,[object Object],Technology: Core Banking,[object Object],Worked with executives down to line management and across business functions and units to gather requirements, remove obstacles, and achieve consensus. Managed the RFP issuance, assessment of vendor responses, and vendor demonstrations. Developed a comprehensive ROI-driven business case and implementation roadmap. The board accepted the recommendation and approved a $15M implementation project, embarking the bank on a multi-year change effort.,[object Object],Client: Port of Oakland,[object Object],Size:  $330M in Revenue; 600 Employees,[object Object],Location: Oakland, California, USA,[object Object],Scope: Seaport, Airport and Real Estate,[object Object],Technology: ERP,[object Object],Led organization through an ERP selection that encompassed the seaport, airport, and commercial real estate divisions and across all business support functions.  Established a Steering Committee and led business requirements gathering through surveys and sessions with subject matter experts.  Drafted and issued a comprehensive RFP and performed extensive assessment of vendors’ responses. Presented findings to the Selection Committee. Within an aggressive timeline, obtained highly competitive vendor quotes and aligned senior management to an ERP implementation.,[object Object]
IT Selection - Our Methodology,[object Object],Phase III: ,[object Object],Contracting,[object Object],Phase II: ,[object Object],Evaluate and Select,[object Object],Phase I:,[object Object],Requirements  & RFP,[object Object],Ensure an optimized investment by guiding the organization thorough a structured contracting process.  Work in partnership with the Port staff to requisite expertise.  In doing so, remove slack from process through active management.,[object Object],Guide the organization through highly complex decision making. Goal is to obtain Port-wide consensus on an ERP vendor (s) as well as obtain necessary board approval. ,[object Object],Prepare for  execution of a competitive bid RFP process designed for large- scale technology.  Gather requirements and create RFP and ant functionality questionnaire.,[object Object],Description,[object Object],[object Object]

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