Anantara’s Solutions
PEGA Competency Presentation
8 Feb 2012
Samrat_p@anantsol.com
M : +44(0)7825535884
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document may be copied or circulated without express written permission from Anantara
Solutions Pvt. Ltd. This document is for discussion purposes only.
Table of Contents

Competency Overview

Service Offerings

Implementation

People

Case Studies

Testimonials
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2
COMPETENCY OVERVIEW
Highlights
PEGA COE
Mapping to SGO ( Second Generation Outsourcing)
Sample engagements
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PEGA PRPC Competency Overview

Over 60+ PEGA PRPC certified consultants across the globe.

Presence across USA, Europe and India.

A huge associate and partner network to provide the ‘right fit’ at the ‘right’
time at the ‘right’ place.

Engagements include from staff augmentation to fully managed services
including onsite-offshore engagements delivered via robust SCRUM
methodology.

Areas of expertise

Business Analysis & Requirements gathering

End to end Pega Implementation

Pega Application Design, Development and Maintenance

Pega Quality Assurance & Testing Expertise

Upgrades

24*7 Application Support

Cost effective Dual-shore Delivery of BPM Projects

Complete spectrum of frameworks – vertical frameworks, foundation
frameworks and vertical frameworks.
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PEGA CoE Key Focus Areas
Business
Analysis &
Requirement
Gathering
Scrum based
delivery
24 x 7
Support
End to End
Implementation
PEGA
COE
Complex
Architecture
Automation
Frameworks
PRPC
Platform
frameworks
PRPC
Vertical
frameworks
Application
Development &
Maintenance
Upgrades
QA &
Testing
PRPC
Foundation
frameworks
End to end offerings delivered in a dual-shore model
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Mapping to SGO markers
Business Solutions
 Engagements begin from
business requirement analysis &
span to end to end
implementations.
 Business case development for
BPM implementations with ROI.
Ecosystem enabled
Delivery
 A network of global
partnerships for
access to PEGA
resources.
 Access to Lead
System Architects
through partnerships.
 Enables quick
deployment on
demand.
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SGO
Markers
Value Based Pricing
 Anantara team will conduct a
detailed analysis to determine
the measurable business
benefits from BPM projects
 Value-based pricing to share the
benefits realized from the new
implementations.
 Support based engagements
have commercials liked to
SLAs.
6
Sample Engagements
Customers
Type of Engagement
Country
A leading airport authority
End to end support on mission critical applications
Europe
A leading bank
Key BPM architecture design
Europe
A leading telecom player
Enterprise Order Processing System
Germany
A leading bank
End to end sales order processing system
Hungary
A leading financial BPO firm
Upgrade and Roll Out
USA
A leading airport authority
Development of critical applications
UK
A leading bank
Automating the process for switching customers
UK
A leading bank
Automating and Imaging and Workflow process
UK
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SERVICE OFFERINGS
Key Focus Areas
Service Offerings
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PEGA Key Focus Areas
Pega PRPC Implementation
Support & Maintenance
Product Upgradation
Anantara provides SmartBPM and
Pega implementations based on
Pega Scrum methodologies that
adhere to global standards and
processes.
Anantara provides end-to-end post
go-live support and maintenance on
existing implemented Pega PRPC
Application on 24 x 7.
Anantara provides Pega product up
gradation for any existing PRPC
Implementation.
Development
QA & Testing & Automation
Anantara
does
complete
development on end to end Pega
PRPC Implementation & other Pega
frameworks Implementation. And
also provide staffing & resources.
Anantara also performs QA & Testing
for any Pega projects with high
quality.
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Business Analysis &
Requirement Gathering
Anantara does complete requirement
gathering & Business Analysis based
on Pega Methodology with Scrum
Master. Captures and maintains
business objectives, requirements,
use cases, and user stories
9
Offerings span all PRPC frameworks
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Business Analysis
Anantara provides complete requirement gathering services using Pega DCO
(Direct Capture of Objectives) . It encompasses ccapturing and maintaining
business objectives, requirements, use cases for iterative as well as scum
based implementations.
Requirements Gathering
Requirements Traceability
Use Cases Elaboration
Requirements Validation
Business Rules
Requirements Analysis
Screen Mock-ups
Requirements Sign-off
Done using SmartBPM, Scrum Based Methodologies and DCO (Direct
Capture Objectives)
Application Development
Anantara completes development on end to end Pega PRPC Implementation
& other Pega frameworks Implementation.
Low Level Design
Correspondence
Rules Development
Unit Testing
Integration
Automated Unit Testing (AUT)
Reports
Code Review
Onsite+Offshore model delivered using Agile Scrum methodologies.
QA, Testing & Automation
Anantara provides high quality testing services for different types of testing
like system testing, integration testing, user acceptance testing,
performance testing, pre-production testing and security testing.
Test Strategy
Defect Management
Test Plan
Defect Triage
Test Scenarios
Reporting
Test Cases/Scripts
Test Result Sign-off
Onsite+Offshore model delivered using Agile Scrum methodologies.
End-to-end Implementation
Anantara provides end-to-end implementation services for waterfall,
iteration and scrum based agile implementations. Implementation adhere
to Pega best practices and use SmartBPM/Scrum methodology.
Agile Implementation (Scrum)
Program Management
Iterative Implementation
Scrum Coaching
(SmartBPM)
Stakeholder Management
Waterfall Implementation
Stakeholder Reporting
Initiation
Inception
Elaboration
Construction
Transition
Go Live
Upgrades
Anantara provides Pega version upgrade services with extensive regression
testing to ensure smooth functioning of application.
Pega Version Upgrade
Ensuring upgrade prerequisites
Framework Version Upgrade
Key experiences- v4.2 to v5.2 ;
Regression Testing
v5.1 to v5.3 ; v5.3 to v5.4
 Customer Specific upgrade
process
Support & Maintenance
Anantara provides end-to-end post go-live support and maintenance on
existing implemented Pega PRPC Application on 24 x 7.
Level 1 Support
Onsite-Offshore support
Level 2 Support
Performance Reporting
Level 3 Support
Release Management
Enhancements
Dedicated Helpline
 Strict SLA adherence
IMPLEMENTATION
Key Differentiators
Program Management
Engagement Models
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Key Differentiators
Pegasystems’ own methodology
Scrum based delivery
End to end implementation
Industry best practices
Rigid Project governance
Measurable reduction in IT costs and Process Improvements
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Program Management Approach
One Release ahead of development
Vision & Roadmap Complete,
update process to be initiated
for keeping current
One Sprint ahead of development
Development in Sprints for quarterly
production deployment
Epic Stories, User Story Elaboration and Sprint Execution will be done in a phased manner
as per Release/ Sprint Plans
1
2
HIGH LEVEL VISION /
ROADMAP
 High level vision
 Roadmap
 Architecture Platform
Strategy
3
DIRECTION: BPM/ MID LEVEL
VISION (INCLUDES EPIC
STORIES)
 Epic Stories
 User Experience
 Logical Architecture
DEFINITION:
USER STORIES /
REQUIREMENTS/
ARCHITECTURE
 User Stories
 Requirements
 User Experience
 Solution Architecture
4
IMPLEMENTATION:
DEVELOPMENT / TESTING /
DEPLOYMENT
 Development & Unit
Testing
 System, Integration &
Performance Testing
 Usability Studies
 User Acceptance Testing
 Deployment
 User Training
** Depending upon the size of the program/project, initial phases may be eliminated.
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Program Management Approach contd…
1
Roadmap
High Level Vision
/ Roadmap
Epic Stories
Direction: BPM/
Mid Level Vision
(includes Epic
Stories)
1:n
2
1:n
n:1
1:1
User Stories
(PMF)
Parent Use Cases
(PEGA-DCO)
Ux Prototypes
3
Gets
Attached
1:n
Definition:
User Stories /
Requirements/
Architecture
1:n
Requirements
(PEGA-DCO)
Atomic Use Cases (PEGA-DCO)
1:n
1:1
Rule Object (PEGA
–PRPC)
Test Cases (TMF)
Gets
Migrated
Testing Tool (TMF)
Implementation:
Development /
Testing /
Deployment
4
** Depending upon the size of the program/project, initial phases may be eliminated.
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Engagement Models
Contract
Resources
• On-demand
resources at
reasonable
notice
period.
• Resource
management
by client
• Effort based
billing
Core Team
• Create a Core
Team of key
resources
• Core Team
works along
with Client
Team onsite
• Core Team
manages
work
allocation
and
deliveries.
• Effort Based
Billing
Work
Assignments
• Certain
identified
work
packages are
outsourced
offsite
• Core Team
manages
delivery of
the
outsourced
work
packages
• Fixed Price
mutually
agreed
upfront.
End-To-End
Projects
• Entire
Projects are
outsourced
• Core Team
onsite
manages
delivery of
overall
project
• Fixed Price
mutually
agreed
upfront.
Business Analysis to end to end implementations
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PEOPLE SKILL SETS
Team Highlights
Sample Profiles
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Resource Mix
Experience level mix
Geographic mix
% of resources with
experience in key
PEGA technologies
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Key Highlights

Team consists of resources who were responsible for PegaSystem‟s CPM
Product Development

2 of our resources were Head of BPM-Pega CoE for World‟s 2 largest Financial
Institutions respectively

All team members have an excellent exposure to client facing roles

12 resources highly recommended by Pegasystems.

ITIL process compliant Production Support and Maintenance Team

Expertise in Performance tuning of PRPC Applications

Proficient in testing PRPC Frameworks (SI, CPM, HC, IIF, SA,SD and others)

Expertise in upgrading to new versions of PRPC

All resources are PRPCV5x and 6.x certified.
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Sample Resource Profiles
MC
• One of the most expert and successful Pega RULES Process Commander
(PRPC) consultants in the world
• He has over 15 years of implementation experience with Pegasystems
• Has been mentoring LSAs and is a PEGA Technical Fellow.
• He has held technical accountability for projects ranging in scale from
£1M up to £10M-20M or more
AS
• Pega COE Lead for JPMC performing an LSA role from 2006 at JPMC,
HSBC & other FS organizations
• Over 12 years of industry experience of which 8 years are in Pega
Rules Process Commander (PRPC)
• Has been providing architectural guidance and technical leadership to
the team.
• Has worked directly with PEGA for 2 years and specifically head-hunted
by Anantara on PEGA advice
AB
• PEGA PRPC Certified CPM Architect, PEGA PRPC
v6.1 Certified Business Architect (CBA)
• Strong experience in business process modelling,
AS IS / TO BE analysis, process decomposition,
gap analysis process improvement and business
rules harvesting
• Exposure to large business transformation
programs for clients like Bank of America, UBS,
Royal Bank of Scotland (RBS), MassMutual Life
Insurance Company and CVS Caremark, includes
establishing BPM Center of Excellence (CoE)
• Experience of functional areas like Client
Onboarding, KYC, Account Opening, Trade
Exception Management, Loan Disbursement,
Cash Transaction Reporting, Merchant
Onboarding, Financial Messaging and Customer
Contact Optimization for Banking, Financial
Services, Insurance (BFSI) and Healthcare
clients.
• Highly experienced in leading onsite and offshore models with clients
such as JPMC, HSBC, Farmers Insurance, AIG, etc.
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Sample Resource Profiles
GD
NS
• Over 5 years of Pega PRPC experience
• More than 6 years of experience in the information technology
industry with superior experience in PEGA, FileNET and
Staffware, with a focus on BPM and EDM applications
• Has led development teams in an onsite + offshore model
• Client facing experience in requirement analysis, design
and development testing and maintenance with clients
such as JPMC, Xchanging, etc.
RD
• More than 12 years of experience
• Experienced in involved in architecting, designing and
developing of BPM,CRM projects
• He is proficient in developing eCRM-BPM Workflow
Solutions using Pegasystems for more than 8 years – Pega
Rules Process CommanderV5.4
• Good expertise in training and mentoring team members
• Excellent Management and Leadership skills
• Key Clients : NAGE, Xchanging, AIG, Mastercard,
Amerigroup, Verizon, Farmers Insurance
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• Extensive client facing experience with PEGA in the UK
• Hands-on in PRPC Pre-Sales and Client Engagement activities
including support and maintenance for a UK bank
• Has been leading development, support and architecture teams
and end to end experience from requirement analysis, design
and development and testing with clients such as O2,
Xchanging, HSBC, etc.
PS
• Over 4.5 years of core PRPC experience
• Specifically head hunted by Anantara on PEGA recommendation
• High reference available directly from PEGA
• Significant client handling experience for UK banks
• End to end experience in requirement gathering, designing,
development, testing, deployment and post release support for
clients such as HSBC, Lloyds, etc.
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CASE STUDIES
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PEGA PRPC End Customers
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Largest Telecom Provider in Germany
Project Background
EOPS
• EOPS (Enterprise Order Processing System)
positions itself as a process hub and manages the
data it needs for the duration of an order and the
associated activation process
Project Scope
• To provide a process-aided tool in the form of job
lists and (semi-)automated tasks in order to
optimize the lead times and quality of the
activation processes.
Benefits
• Executed the onsite-offshore model for development
cycle which improved team productivity and ensured
timeliness of final delivery.
• Built functionality which ensured the success of the final
product with the customer.
A leading bank in Hungary
Project Background – E2E
• Automation of the End to End sales process and its
implementation steps
Project Scope
Benefits
• E2E provides efficient routing of work, BPM
automated steps, standard tools and a single user
interface.
E2E
• To provide automatic of metrics on the sales
process steps performed by agents which allows
sales management and marketing to keep track of
the agents’ activities, and monitor sales progress
and success rates.
delivering critical functionality.
•Improved productivity of the team by independently
•Managed team during Transition to ensure timely defect
resolution before Go Live.
A leading Financial BPO Firm
Our Contribution
Project Background
eAcounts
• The eAccounts initiative will enable brokers to
submit ACORD RLC Technical Account messages to
XIS (Xchanging Insurance Services) workflow in
order to instruct Premium and Policy processing.
eAccounts
• Involved in the initiation, design and
development of the project.
• Responsible for the design, architecture, and
implementation of PRPC based solutions.
• Accountable for ensuring the business and
technical architecture of the delivered solution
matches customer technical and functional
requirements.
Project Scope
eAcounts
• The Technical Account messages will be used to
generate LPANs (London Premium Advice Notes)
and Work Orders.
• It involved basically creating a work object as
soon as the message was received from an
external Web Connectivity. The interface was
Oracle AQ messaging.
Benefits
eAccounts
• Executed in Pega Scrum methodology for
development cycle which improved team productivity
and ensured timeliness of final delivery.
A leading Airports Authority in Europe
Project Background
Anantara has been providing mission critical support
to their applications.
Being an airport authority the applications are used
for day to day flight operations.
Applications in Scope
1.
2.
3.
4.
A-CDM application – provides critical data for
flight monitoring/reporting, arrivaldeparture, situation awareness and airport
performance.
Asset Net application – manages all assets
across the airport including BAA and vendor
assets.
SCMT application – Security Coach and
Mentoring tool that provides critical
reporting on all security standards. Highly
sensitive and legally binding requirements.
Works application- is used to automate
Airside & Landside Work Permit approval
process.
Benefits
1.
2.
3.
Anantara took over the support at onsite from
the UK for a 3 month period and did smooth
transition to its offshore locations.
The support is provided on a 24 X 7 basis with
strict SLA monitoring.
All SLA’s have been met consistently.
TESTIMONIALS
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Client Testimonials
“I have really enjoyed working with both Mayank and Vijay and would
happily work with them again and recommend them to my Pega
colleagues. “............Andy Churn – Engagement Lead, Pegasystems
“Thanks. We will look for the right opportunity and have already received
great feedback from the Pega team at BAA. “
Matt Leamy – Head of Service Delivery , Pegasystems
“I was very proud to have you on board.
Offshore is always a challenge, but we found a very successful way to
involve you efficiently into our work stream.
You have done an excellent job, provided skilled expertise and delivered very
reliable results.”....Thorsten Fiege – Engagement Leader, Pegasystems
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Anantara Value Proposition in BPM-PEGA
competency
• One key factor differentiates us from the competition –
THE ABILITY TO EXECUTE !
• We provide the best people and proven methodologies at low cost. We also enable customers to
manage their own projects, by training their managers on Project Management, Risk Management and
Resource Management.
• Success through a simple, “no frills” approach to BPM
• Expertise in integrating with technologies complimentary to BPM like Business Intelligence, Archiving,
Document Management etc.
• Our Mission - “Enable enterprises to derive all the benefits of BPM, by de-mystifying and
simplifying its adoption and advancement.”
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Helping you compete better!
THANK YOU
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