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Michael Swart
COO, Cobb Solutions
michael@cobbsolutions.com
https://twitter.com/Michael_Swart
http://www.linkedin.com/pub/michael-swart/0/24a/a84




                                 Cobb Solutions
                                   Overview


                                                June 28, 2012


                                               © 2012 Cobb Solutions
                                              2710 Walsh Tarlton Lane
                                                Austin, Texas 78746
                                                   (512) 306-8333
                                                  www.cobbsolutions.com
                                                www.Twitter/Cobb_Solutions
                                         www.linkedin.com/company/cobb-solutions   1
Company Background

•   We are a custom application development and services firm that has
    delivered enterprise software solutions for over 17 years to small,
    medium sized and Fortune 500 firms.

•   Our success is directly related to our business philosophy based on
    traditional business values:
          - developing long-term relationships
          - providing exceptional customer service
          - creating products and services that add meaningful value
            to our customers‘ businesses.




                                                                          2
Business Services Portfolio

                             Cobb Solutions
                             Custom application development and services




    Webfoot                     Taylor Agency                     Bell Research
Web design & digital mktg.       Strategic marketing & adv.       Consumer insights & Customer
SEO/SEM                                                           Satisfaction Reporting




                                 Channel Mgt.
                                 Direct sales & affiliate mktg.




            We deliver innovative technology and business
             solutions to maximize our clients’ competitive
                             effectiveness.
                                                                                                 3
Business Services Description

    Custom Software                       Web Design                 Marketing &                                Research
    Development                                                      Brand Management
•   .Net application                •   User-centered site design    •   Brand strategy, dev.            •   Product and offer validation
    development                     •   Content management systems   •   Traditional marketing           •   Quantitative and qualitative
     C++, C sharp, SQL Server…      •   Brand management             •   Digital marketing                    research to gain business insights
•   Dynamic E-commerce sites        •   SEO/SEM management           •   Online affiliate programs       •   Turn key customer survey management
•   Data warehouse systems          •   Expert creative services     •   Refer a friend programs         •   Customer satisfaction reporting
•   Business intelligence and       •   Social media integration &   •   Affiliate program management    •   Executive reports with monthly/quarterly
    decision-support systems            managed services             •   Strategic advertising support       in person presentations
•   Support services                                                            • TV
•   System integration                                                          • Radio
•   N-tier and service-oriented                                                 • Print
    software                                                                    • Grass roots
•   Web services
•   File-server and client-server
    databases




                 Dynamic pricing tools, End to End Web design, Online affiliate
                   and Referral programs, Partner payment & reconciliation
                    systems, Consumer insights and Pricing/Offer validation


                                                                                                                                           4
Cobb Solutions Client Portfolio   (partial listing)




                                                      5
Core Team Approach

                           Program/Product
                            Management




                                                  Project
                                              Management/
        Release                              Business Analysis
      Management




                          Communication




                                                  Solution
                                             Architecture/       UX
      Quality Assurance                            Design




                            Development


                                                                      6
Core Team Approach Cont.
•   Program / Product Management: Oversight and management of all projects to ensure overall customer
    strategic needs are met in an efficient and purposeful way.
•   Project management: Planning, organizing, securing and managing resources to bring about the
    successful completion of specific project goals and objectives. Produce project plan and timeline for
    implementation.
•   Business Analysis: Scope the system, Interpret business needs, Translate technical needs, Spell out
    project details and requirements, Drive test, validation and user acceptance.
•   Solution Architecture: Organizes the development effort of the systems solution. Responsible for the
    development of the overall vision that underlies the projected solution and transforms that vision
    through execution into the solution. Database design, entity relationship diagramming, and
    normalization.
•   UX Design: Application of user-centered design practices and a highly contextual design mentality to
    produce front end design for sites, mobile devices and applications
•   Development: Make technical decisions that impact positively on adjacent systems and provide useful
    features. Consults with program / product management to determine needs, document best practices
    and review code.
•   Quality Assurance: Work with business analyst to identify test strategy. Generate and execute
    comprehensive test cases and track defects.
•   Release Management: Oversee the development, testing, deployment and support of software
    releases. Manage the content, location, purpose and defect resolution for all releases.




                                                                                                            7
Software Development Lifecycle
•   We use a modified version of the Microsoft Solutions Framework (MSF) to
    develop the applications our customers request.




                                                                              8
Cobb Approach to SDLC
•   Envisioning Phase: In the Envisioning Phase, the team identifies the vision and scope of the project by
    preparing a vision and scope document. During this phase, goals for the project are formed and a
    vision statement is created that defines the entire project. This shared vision helps the team to work
    towards a common objective. The project team is assembled and the team members are empowered
    by having roles and responsibilities assigned to them.

•   Planning Phase: During this phase, a master project plan is created that consists of all sub-plans, such as
    the test plan and development plan.

•   Developing Phase: During this phase, the application components are created based on the
    development plans. The source code is built to create the project deliverables.

•   Stabilizing Phase: During this phase, all the components are tested collectively to ensure that the entire
    solution operates properly. The testing criteria include achieving the desired functionality, security, and
    performance requirements. The tested database and components form the deliverables of this stage.
    Once testing is complete, the solution must be stabilized to ensure that it meets defined quality levels.

•   Deploying Phase: In this phase, the team deploys the solution and ensures that it is stable and can be
    used. The tested solution is moved into production. The solution components are tuned in the
    production environment. A solution signoff is obtained from all stakeholders that confirms that the
    application meets the requirements developed during the Envisioning and Planning Phases.




                                                                                                                  9
Case Studies
• First Choice Power
• Dell
• TXU Energy




                       10
First Choice Power
•   Business goal and needs:
     o   Leverage the Internet to engage customers and extend brand
     o   Compete with large players in non-traditional ways via 3rd party and online channels
     o   Automate pricing and improve reporting for margin management
     o   Automate process to drive efficiencies and accuracy related to meeting PUCT consumer
         protection requirements related to pricing offers.
     o   Automation for commercial broker recruitment and management.


•   Results:
     o   Deployed dynamic ecommerce site to better represent the brand, present relevant offers in the
         marketplace and allow for easy content management.
     o   Full integration of social media throughout online platform.
     o   Deployed channel infrastructure to enable door to door sales, 3rd party telemarketing and online
         affiliate programs with toolset that included sales management reports and partner payment and
         reconciliation system.
     o   Deployed automated pricing tool that allowed management to easy create and modify pricing in
         the marketplace across >450 unique offers with changes reflected in 4 days, including full
         automation of EFL, TOSA and welcome kit delivery.
     o   Deployed broker onboarding toolset that enabled frictionless management for broker recruitment,
         setup and ongoing relationship management.




                                                                                                            11
Industry leading ecommerce deployment




                                        12
Rules-based offer presentation




                                 13
Fully bilingual & dynamic site




                                 14
Referral & Affinity Mktg. Programs




                                     15
Integrated blog & social media




                                 16
Dell Computer

•   Business goal and needs:
     o Leverage the Internet to engage commercial customers and drive efficiencies
       across sales operations
     o Solution that would be scalable to meet worldwide segment and
       organizational needs
     o Consumer marketing expansion via online channels


•   Results:
     o Developed customized intranet sites (Dell Premier) that ultimately spanned 60K
       commercial customers worldwide on a single database driven ecommerce
       system
     o Drove sales operational efficiencies across the company
     o Created a unique competitive advantage for a direct manufacturer by
       making information available for asset management
     o Deployed online affiliate and employee referral platform
     o Met goal of >50% Dell revenue through ecommerce platform in 3 years



                                                                                        17
Custom/Dynamic Intranet Sites Worldwide




     Click to view: Harvard Business School Case Study 1999
                                                              18
TXU Energy

•   Business goal & needs:
     o Leverage the Internet to engage consumers to both gain more customers and
       better serve existing customers with online billing support
     o Need for closed loop marketing campaigns
     o Infrastructure required to support 3rd party marketing and sales channels


•   Results:
     o Deployed dynamic ecommerce site to better present relevant offers in the
       marketplace in conjunction with a content management system allowing for
       quick efficient changes to the site via marketing personnel
         • Industry leader with increased online adoption to greater than 30%
     o Deployed closed loop campaign tracking tool allowing call center agents to
       respond to customer specific promotional pricing
     o Deployed channel infrastructure to enable door to door sales, 3rd party
       telemarketing and online affiliate programs with toolset that included sales
       management reports and partner payment and reconciliation system



                                                                                      19
TXU.com




          20
Online Referral & Affiliate Platforms




                                        21
For more information please contact:
Michael Swart
COO, Cobb Solutions
michael@cobbsolutions.com
https://twitter.com/Michael_Swart
http://www.linkedin.com/pub/michael-swart/0/24a/a84




                                                      22

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Cobb Solutions Overview 6-28-12

  • 1. Michael Swart COO, Cobb Solutions michael@cobbsolutions.com https://twitter.com/Michael_Swart http://www.linkedin.com/pub/michael-swart/0/24a/a84 Cobb Solutions Overview June 28, 2012 © 2012 Cobb Solutions 2710 Walsh Tarlton Lane Austin, Texas 78746 (512) 306-8333 www.cobbsolutions.com www.Twitter/Cobb_Solutions www.linkedin.com/company/cobb-solutions 1
  • 2. Company Background • We are a custom application development and services firm that has delivered enterprise software solutions for over 17 years to small, medium sized and Fortune 500 firms. • Our success is directly related to our business philosophy based on traditional business values: - developing long-term relationships - providing exceptional customer service - creating products and services that add meaningful value to our customers‘ businesses. 2
  • 3. Business Services Portfolio Cobb Solutions Custom application development and services Webfoot Taylor Agency Bell Research Web design & digital mktg. Strategic marketing & adv. Consumer insights & Customer SEO/SEM Satisfaction Reporting Channel Mgt. Direct sales & affiliate mktg. We deliver innovative technology and business solutions to maximize our clients’ competitive effectiveness. 3
  • 4. Business Services Description Custom Software Web Design Marketing & Research Development Brand Management • .Net application • User-centered site design • Brand strategy, dev. • Product and offer validation development • Content management systems • Traditional marketing • Quantitative and qualitative C++, C sharp, SQL Server… • Brand management • Digital marketing research to gain business insights • Dynamic E-commerce sites • SEO/SEM management • Online affiliate programs • Turn key customer survey management • Data warehouse systems • Expert creative services • Refer a friend programs • Customer satisfaction reporting • Business intelligence and • Social media integration & • Affiliate program management • Executive reports with monthly/quarterly decision-support systems managed services • Strategic advertising support in person presentations • Support services • TV • System integration • Radio • N-tier and service-oriented • Print software • Grass roots • Web services • File-server and client-server databases Dynamic pricing tools, End to End Web design, Online affiliate and Referral programs, Partner payment & reconciliation systems, Consumer insights and Pricing/Offer validation 4
  • 5. Cobb Solutions Client Portfolio (partial listing) 5
  • 6. Core Team Approach Program/Product Management Project Management/ Release Business Analysis Management Communication Solution Architecture/ UX Quality Assurance Design Development 6
  • 7. Core Team Approach Cont. • Program / Product Management: Oversight and management of all projects to ensure overall customer strategic needs are met in an efficient and purposeful way. • Project management: Planning, organizing, securing and managing resources to bring about the successful completion of specific project goals and objectives. Produce project plan and timeline for implementation. • Business Analysis: Scope the system, Interpret business needs, Translate technical needs, Spell out project details and requirements, Drive test, validation and user acceptance. • Solution Architecture: Organizes the development effort of the systems solution. Responsible for the development of the overall vision that underlies the projected solution and transforms that vision through execution into the solution. Database design, entity relationship diagramming, and normalization. • UX Design: Application of user-centered design practices and a highly contextual design mentality to produce front end design for sites, mobile devices and applications • Development: Make technical decisions that impact positively on adjacent systems and provide useful features. Consults with program / product management to determine needs, document best practices and review code. • Quality Assurance: Work with business analyst to identify test strategy. Generate and execute comprehensive test cases and track defects. • Release Management: Oversee the development, testing, deployment and support of software releases. Manage the content, location, purpose and defect resolution for all releases. 7
  • 8. Software Development Lifecycle • We use a modified version of the Microsoft Solutions Framework (MSF) to develop the applications our customers request. 8
  • 9. Cobb Approach to SDLC • Envisioning Phase: In the Envisioning Phase, the team identifies the vision and scope of the project by preparing a vision and scope document. During this phase, goals for the project are formed and a vision statement is created that defines the entire project. This shared vision helps the team to work towards a common objective. The project team is assembled and the team members are empowered by having roles and responsibilities assigned to them. • Planning Phase: During this phase, a master project plan is created that consists of all sub-plans, such as the test plan and development plan. • Developing Phase: During this phase, the application components are created based on the development plans. The source code is built to create the project deliverables. • Stabilizing Phase: During this phase, all the components are tested collectively to ensure that the entire solution operates properly. The testing criteria include achieving the desired functionality, security, and performance requirements. The tested database and components form the deliverables of this stage. Once testing is complete, the solution must be stabilized to ensure that it meets defined quality levels. • Deploying Phase: In this phase, the team deploys the solution and ensures that it is stable and can be used. The tested solution is moved into production. The solution components are tuned in the production environment. A solution signoff is obtained from all stakeholders that confirms that the application meets the requirements developed during the Envisioning and Planning Phases. 9
  • 10. Case Studies • First Choice Power • Dell • TXU Energy 10
  • 11. First Choice Power • Business goal and needs: o Leverage the Internet to engage customers and extend brand o Compete with large players in non-traditional ways via 3rd party and online channels o Automate pricing and improve reporting for margin management o Automate process to drive efficiencies and accuracy related to meeting PUCT consumer protection requirements related to pricing offers. o Automation for commercial broker recruitment and management. • Results: o Deployed dynamic ecommerce site to better represent the brand, present relevant offers in the marketplace and allow for easy content management. o Full integration of social media throughout online platform. o Deployed channel infrastructure to enable door to door sales, 3rd party telemarketing and online affiliate programs with toolset that included sales management reports and partner payment and reconciliation system. o Deployed automated pricing tool that allowed management to easy create and modify pricing in the marketplace across >450 unique offers with changes reflected in 4 days, including full automation of EFL, TOSA and welcome kit delivery. o Deployed broker onboarding toolset that enabled frictionless management for broker recruitment, setup and ongoing relationship management. 11
  • 12. Industry leading ecommerce deployment 12
  • 14. Fully bilingual & dynamic site 14
  • 15. Referral & Affinity Mktg. Programs 15
  • 16. Integrated blog & social media 16
  • 17. Dell Computer • Business goal and needs: o Leverage the Internet to engage commercial customers and drive efficiencies across sales operations o Solution that would be scalable to meet worldwide segment and organizational needs o Consumer marketing expansion via online channels • Results: o Developed customized intranet sites (Dell Premier) that ultimately spanned 60K commercial customers worldwide on a single database driven ecommerce system o Drove sales operational efficiencies across the company o Created a unique competitive advantage for a direct manufacturer by making information available for asset management o Deployed online affiliate and employee referral platform o Met goal of >50% Dell revenue through ecommerce platform in 3 years 17
  • 18. Custom/Dynamic Intranet Sites Worldwide Click to view: Harvard Business School Case Study 1999 18
  • 19. TXU Energy • Business goal & needs: o Leverage the Internet to engage consumers to both gain more customers and better serve existing customers with online billing support o Need for closed loop marketing campaigns o Infrastructure required to support 3rd party marketing and sales channels • Results: o Deployed dynamic ecommerce site to better present relevant offers in the marketplace in conjunction with a content management system allowing for quick efficient changes to the site via marketing personnel • Industry leader with increased online adoption to greater than 30% o Deployed closed loop campaign tracking tool allowing call center agents to respond to customer specific promotional pricing o Deployed channel infrastructure to enable door to door sales, 3rd party telemarketing and online affiliate programs with toolset that included sales management reports and partner payment and reconciliation system 19
  • 20. TXU.com 20
  • 21. Online Referral & Affiliate Platforms 21
  • 22. For more information please contact: Michael Swart COO, Cobb Solutions michael@cobbsolutions.com https://twitter.com/Michael_Swart http://www.linkedin.com/pub/michael-swart/0/24a/a84 22