Accenture and CA Technologies Clarity Offerings August 15, 2010 Analysts Place CA Clarity PPM in Leaders Position Gartner Magic Quadrant for IT Project and Portfolio Management 2008 * Forrester Wave™: PPM Tools Q4 2007 Copyright © 2008 CA. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. ITIL® is a Registered Trade Mark, and a Registered Community Trade Mark of the office of Government Commerce, and is Registered in the U.S. Patent and Trademark Office. 2 Accenture and CA Technologies: A Winning Combination Accenture • Expertise in IT Governance & Project and Portfolio Management assessment and implementation • Proven industry practices and methodologies to jumpstart efforts • Accenture Investment Portfolio Management (IPM) Framework • Accenture IPM asset build on CA Clarity • Organizational change management capabilities CA Technologies Client Value • Strong CA Clarity PPM product offering • Industry leading thinking and implementation skills • Expertise in Project and Portfolio Management tools implementation • Process improvement and sustainable value creation • Deep technical skills implementation, integration, and report creation • Organizational transformation and adoption of capabilities • Clarity accelerator packs • SaaS, Hosting, and support services • Robust tool capabilities • Reduced delivery risk Teaming Why Accenture and CA Team Accenture CA Technologies Reduces Overall Delivery Risk Access to Latest Product Information Process and organization implementation capabilities Latest Product knowledge to set customer expectations Recurring Revenue Through Annuity Deals Clarity Architectural Depth Multi-phase implementations to deploy and make Clarity stick Technical skills for detailed customizations or interfaces Client Relationship / Guidance Clarity Demonstration and PoC Capability Ability to push back on the client to when making process changes/decisions vs. just coding what was asked for Sandbox environment for client evaluation or demo Visibility / Sponsorship at the right levels Executive sponsorship is a critical success factor Focus on High Value capabilities Utilize decision making functionality of Clarity (e.g. Portfolio Management, Resource Management) When Accenture and CA partner early we have a close rate of 70% and CA deals are 30% larger on average 4 Strength in Teaming Bringing together the strengths of each organization to create a blended team drives larger long-term opportunities for both Accenture and CA Technologies Strengths / Focus Areas • IT Governance • PMO Execution • Organizatio nal Change Mgmt. 5 Client Resources & Knowledge Accenture Integrated Services Mix • Process Design • Configuration • Investment Portfolio • Training (Process, Management Technical) Assets • Report Development CA Technologies • SaaS • Product Support / Enhancements • Technical Architecture • Integration External Applications What’s Changing at Accenture — Accenture is committed to driving top line services sales − Accenture & CA committed to being partners in the Services space − Methodologies are being combined and roles are being defined between CA Services and Accenture Technology Consulting − Initial focus will be on Clarity and Security − Action and investment plan being created for Clarity and Security − Sales will be driven through TGP Sales Directors and Technology Account Leads in Foundation and Diamond Accounts — CA’s engagement model with Accenture will need to change — Referral fees will be eliminated September 1st — RMSA completed August 1st 6 Accenture Customer Segmentation TAL Diamond $100m+ Foundation $50-100m Existing Clients TGP Existing Clients $15-25m $1-15m $0-5m New Logo 7 Accenture Investment Portfolio Management Solution: Developed as a Joint Service Offering with CA for Clarity The solution uses proven practices and pre-configured functionality to provide a jumpstart and additional capabilities for the project. High Level Strategic Planning • Align Business and IT strategies • Define investment targets by strategy and investment category IT Demand Pipeline Management • Collect and prioritize IT demand • Track and report on key project information (star/finish date, cost, benefit, resource) IT Delivery Scheduling • Improve resource utilization • Compare scenarios to reach the highest strategic alignment Strategic Analysis and Tactical Governance (ongoing) Accenture Investment Portfolio Management Framework powered by CA Clarity • Ability to analyze and reports on portfolio results • Track financial returns of IT projects to enable ongoing strategic planning 8 • Rapid implementation enabled by pre-configured functionality built on top of existing Clarity Modules • Enable solution through the use of proven methodologies and implementation expertise Case Study – Disney (Not to be referenced by name externally without prior approval) Background • Multiple IT organizations evaluating PPM tools – Clarity initial identified as the PPM enterprise tool • Progress varied within each IT organization – Central IT had a sandbox environment and determining how to progress Progression – Central IT Organization Accenture and CA begin working together Weeks Clarity Sandbox Instance Client understands 2-5 year journey to reach desired maturity 3 Weeks 3 Months IPM Assessment & Roadmap Phase I Initial Capabilities Understand the Portfolio • IPM Assessment • Clarity Demos • Clarity – Initial focus • Partnering Model • Accenture conducts IPM maturity assessment • CA demos Clarity technical capabilities 9 Portfolio and Project Mgmt. • Capability Process • • None Accenture and CA delivery Phase I as combined team Demand Mgmt., Governance • CA sells licenses / OnDemand capability • Accenture sells process and training services • CA sells complementary technology services 3-4 Accenture and CA are positioned to delivery future phases as well as assist other IT organization’s with their efforts Months Phase II+ Future Phases Phase … • Clarity – Deeper focus • Resource Mgmt., IPM, Project Delivery, Portfolio Mgmt. • Capability Process • Resource, Project Mgmt., Governance • Replicate joint model for future releases • Look to move to the other IT organizations and repeat process Key Joint Go-To Market Service Offerings Offering 1 2 3 4 5 IPM Assessment & Roadmap Planning Clarity Implementation and Rollout Clarity Usage Assessment or Redeployment Upgrade or Technical Integration Ongoing Support 10 Description Teaming Mix Opportunity • AS-IS Issue/Gap Identification • Analyze existing IPM / governance processes and IPM maturity ratings • Multi-Phased Clarity implementation focused on process definition, system configuration, and training • Use of predefined solutions • 2-4 Weeks Accenture Accenture CA technologies 3-4 Months / Phase ~$500k / Phase (1-4) Potential $500k-2Mil +Licensing / Hosting • Assessment ~$3080k Accenture CA technologies $$$ $$ • Redeploy ~$500k / Phase • Client Dependent • Upgrade ~$100-500k Accenture CA technologies • Integration ~$100500k / TBD $/$$ • Client Dependent • Admin Functions • Break fix , Product Enhancements • • • • $ • Client Dependent • Migration to newer version of Clarity • Integrating to external systems – e.g. SAP, PeopleSoft • ~$30-80k, Client Dependent CA echnologies • Evaluation of existing usage to identify potential untapped value • Redeployment of Clarity to take advantage for features Clarity NCV Accenture CA technologies • Determined based on services required $ Identifying Opportunities Offering Things To Look For Client Value 1 IPM Assessment & Roadmap Planning • Unclear / lack of process for investment planning • Several initiatives and / or owners trying to drive change • Roadmap focus areas sequenced in an achievable plan • Executive alignment and expectations management – ‘knowing what and when’ 2 Clarity Implementation and Rollout • Large IT project budgets 50miil+, high number of projects, resource demand issues • Limited tools or manual processes in place for investment management and /or PMO • Project portfolio visibility • Project delivery management • Resources and financial management 3 Clarity Usage Assessment or Redeployment • ‘Only do time tracking’ or use a few areas • Few IT areas use Clarity, un-happy users or slow adoption, lots of manual supporting tasks outside of Clarity • Understanding and plan to realize potential untapped value • Improved asset utilization and ROI realization 4 Upgrade or Technical Integration • No longer support version • Need to connect to information in other systems to reduce duplicate data entry • Access to new functionality • Removal of non-value-add activities for productivity improvement Ongoing Support • Existing implementation activities in flight / wrapping up • IT organization looking to source or develop a more flexible staffing model • Access to knowledge resources • Leveraged support model to focus internal resources on other activities 5 11 CA/Accenture Opportunity Engagement Accenture • Process Flow Details Opportunity Engagement Process Accenture Client Team Practice Lead to identify the Accenture Client team and engage them to have discussion with CA account team Accenture Core Team (PPM) CA RAD CA Solution Strategist CA AD/AM Contact Accenture Practice Lead and arrange call with CA Team New Opportunity Identified Engage RAD to initiate discussion with Accenture Opportunity discussion to establish Accenture/CA proposed value proposition and go forward strategy Go/No Go decision on partnering No Go Go CA Team continues sales pursuit Joint Pursuit formalized – CA/Accenture team to develop joint sales execution plan Key Contacts Accenture CA Technologies Subhash Srivastava – Opportunity Pipeline subhash.srivastava@accenture.com Jeff Dawber – VP Alliances East & South Jeff.dawber@ca.com Jonathan Gregory – NA Offering Lead jonathan.m.gregory@accenture.com Peter Bologna – NA Clarity Lead peter.j.bologna@accenture.com Justine Zang – Global ARD – CA justine.b.zang@accenture.com 13 Mike Crotty – VP Alliances West, North & Canada Michael.crotty@ca.com Greg Murphy – Offering Lead Greg.Murphy@ca.com Jeff Itscovitch – CA Clarity Alliance Advisor Jeffrey.itscovitch@ca.com