<Insert Picture Here>
NASA FINS Partner Summit
Greta Krupetsky
Group Vice President, NASA FSI Sales
October 23,2008
<Insert Picture Here>
FY09 GTM Plan
FY09 Strategic Initiatives
1.
Growth through Industry Focus
2.
Drive a Solutions Based Business
3.
Differentiate through Transformation
4.
Leverage Industry Specific GBU ( Financial Services and Insurance)Solutions
Footprint to expand Customer Portfolio of Oracle Solutions
5.
Grow CRM Hybrid Market Share
6.
Expand and Partner Ecosystem through
1. Identified Value Solution Sets
2. Transformation Initiative
Growth through Industry Focus
Investment in “Less Effected” Markets
•
•
•
•
Manage industry portfolios and corporate resources on a deeper sub
vertical basis
Market opportunities and trends very widely by sub vertical sector
Focus sales and FINS Supporting teams to maximize “wallet share” in the
sectors that are expected to “outspend” the industry average
With that difference in growth trajectory, the Green Sectors/Customers will
continue to have an increasing impact on overall business
Drive a Solutions Based Business
Portfolio of High - Value Solution Sets offerings




Reshaped our portfolio offering to focus on strategic high-value Solution Sets
( leveraging the GBU offerings)
Incorporated the GBU products to create solution offerings that add unique
value to both customers and the channel
Aligned

New Industry Drivers
 Top Market opportunities
 Value Solution Sets
Maximize our ability to capture more of the strong growth
Differentiate through Transformation
Transformation
 Targeted focus on driving Transformation opportunities in select NASA FINS
accounts
 Target a sub-set of accounts (based on defined criteria) to position
Transformation Initiative, that drive ELA opportunities
 Drive a Value Selling approach to Transformation positioning
 Synchronize a set of shorter term demand generation activities with Strategic
Transformation Initiatives
 Map Executive Sponsors to target accounts
Leverage Industry Specific GBU Solutions Footprint to expand
Customer Portfolio of Oracle Solutions
Oracle Services: Insurance Professional Service Team,
Education, 24 x 7 Support
Oracle Insurance Applications
Insurance
CRM &
Distribution
Management
New
Business
&
Underwriting
Desktop
Insurance
Rating &
Illustration
Policy
Admin
Insurance
Billing
Insurance
Claims
ERP
Customer Communication Management: Applications, Industry Forms, Policy Issuance, Client
Communications, & Claims Correspondence
Insurance Data Exchange: Data Exchange between Carriers,
Distributors, & Service Providers
Platform Solutions:
MDM
BI
General Agency: BGA Office
Automation
Compliance
EPM
Integration & Collaboration: Insurance Application Integration and Architecture, Business Process Bus
Technology Foundation: Database, Fusion, BPEL, Security, etc
Apps. Unlimited Solution Areas
Other Dev. Groups
Expand and Partner Ecosystem
through Value Solution Sets
Partner Leverage
•
•
•
•
Partner Lead Engagements to help rationalize Customers Current State and
drive Standardization of Future State Road Maps
Partner Driven Leverage around:
•
Transformation
•
Value Based Solution Sets
•
Sub Vertical and/or Customer Focused
PIP Development by Sub-vertical
Partner Executive Bridging
NASA FINS Organizational Alignment
NASA FINS is segmented by Product Pillar and by Industry Vertical
Greta Krupetsky
Group Vice President
New York, NY
Frank Irizarry
Area Vice President CRM
New York, NY
Bryan Kelley
Area Vice President ERP
New York, NY
Kevin Fay
Marko Zajec
Regional Vice President EPM/BI Business Development Manager
Nashua, NH
Burlington, MA
All Regional Managers – Vertically Focused
Banking
Capital Markets
Insurance
Healthcare Payer
FSI Partner Summit
NASA FSI CRM Sales
Frank Irizarry
Area Vice President
FY09 Financial Services CRM
Frank Irizarry
Area Vice President
New York, NY
0AS0
Chanda Howell
Adminstrative Assistant
New York, NY
Kelli Townsend
Regional Vice President
El Segundo, CA
Glenn Wallace
Regional Manager
Insurance
Joseph Ventura
Regional Manager
New York, NY
Jeff Lovell
Branch Manaager
Healthcare
FY09 Financial Services CRM Insurance
Glenn Wallace
Regional Manager
Charlotte, NC
SB62
Meghan Schneider
ASM
Atlanta, GA
Ryan Radding
ASM
Atlanta, GA
David Baker
ASM
Boston, MA
Rich DiGangi
ASM
New York, NY
UHG
AFLAC
AIG
Metlife
Well point
ING
Liberty Mutual
Marsh
BoA
Lincoln
Financial
BCBC FL
BCBS NC
Unum
Provident
Fannie Mae
NY Life
Cigna
GMAC
Nationwide
Travelers
GHI-HIP
Dan Matica
ASM
Boston, MA
Mass
Mutual
Aetna
Hartford
Christa Stanula
ASM
Charlotte, NC
AXA
Chubb
FDC
Prudential
FY09 Financial Services CRM Health Insurance
Jeff Lovell
Branch Manager, Health Care
San Fran, CA
SB61
Dave Lee
West Health Insurance
Salt Lake
Mark Bradley
East Health Insurance
Atlanta
Premera
CBC
Healthnet
Humana
Delta Dental
Amerigroup
BSCA
Highmark/Independence
BCBS
HCSC
Coventry
NW Mutual
Independence BCBS
Kaiser
Horizon
Erica Rabb
ASM
West
San Fran, CA
Farmers (Zurich)
Beth Hughes
ASM
Chicago
All State
Schwab
AON
Franklin
USAA
WAMU
Aegon
State Farm
Manpower
FY09 Financial Services CRM Banking/Capital Markets
Joseph Ventura
Regional Manager
New York, NY
SB62
Edna Kamara
ASM
New York, NY
Citicorp
JPMC
Credit Suisse
TBH
ASM
New York, NY
Lee Kellett
ASM
Berwyn, PA
Jill Lauterbach
ASM
Cincinnati, OH
John DelVecchio
ASM
Burlington, MA
Howard Shearman
ASM
Atlanta, GA
Lehman
PNC
Fifth Third
Fidelity
Wachovia
eTrade
BONY/Mellon
Key Bank
AMEX
BB&T
NASDAQ
Vanguard
Nat City
MasterCard
SunTrust
AM. STK
Exchg
Morgan Stanley
US Bank
State Street
Regions
Merrill Lynch
Ameriprise
Goldman
Sachs
UBS
Kelly
Services
Capital
One
FSI CRM Industry Solution Sets
Industry Trends
Banking Trends
Insurance Trends
Capital Markets Trends
1.
Need to manage profitability
1.
Soft Market – Financial Crisis
1.
Industry consolidation
2.
Increased competition from
traditional and new providers
2.
Growth – Time to Market
2.
3.
Talent Shortage
Need to manage profitability and
growth of assets under
management
3.
Increased dependence on organic
growth
4.
Visibility
3.
Increased competition from
traditional and new providers
4.
Customer’s increasing
expectations and decreasing
loyalty
5.
Straight Through Processing
4.
Focus on Organic growth
6.
Improve Service
5.
Focus on Customer relationships
Need to improve expenses control
and efficiency
7.
Ease of Doing Business
6.
8.
IT Environment Simplification
Customer’s increasing
performance expectations and
decreasing loyalty
9.
Expense Control
7.
Need to mitigate current and
emerging risk
10.
AIG Failure
8.
Collaboration - Effective
communication to clients and
organizationally (internally)
5.
6.
Need to mitigate current and
emerging risk
7.
Increased regulatory pressures
8.
Industry consolidation
9.
Consumer’s adoption of electronic
channels and payments
9.
10.
Consumer’s concerns about
security and privacy
Technology to support consistent
customer interactions through any
channel
10.
Consumer’s concerns about
security and privacy
11.
Increasing global competition
11.
12.
Real time business intelligence
Increased needs for Real time
business intelligence
(*) Sources: © Financial Insights and TowerGroup
Industry Initiatives
Banking Initiatives
Insurance Initiatives
Cap Mkts Initiatives
1.
Improve U/W Results
2.
Reduce Expenses
3.
Reduce Fraud/Leakage
Data Security
4.
2.
Simplify Infrastructure - data
and application integration
4.
Business Process
Management
Data cleaning and
Consolidation
5.
Data Access
3.
Cross Sell and Up Sell
6.
5.
Risk Management
Account Level Data
Consolidation
4.
Technology Refresh
Predictive Analytics
7.
Compliance
5.
6.
8.
Process Simplification
IT Governance for standards,
compliance and re-use
7.
Mobility
9.
6.
Real-time workflow and BPM
systems (On Boarding)
8.
Core Banking renewal
Manual / Duplicate Process
Elimination
10.
BPM
7.
Risk Management
9.
Risk Adjusted
Profitability and
Performance
Management
11.
Customer Retention /
Satisfaction Initiatives
8.
Predictive Analytics
12.
Legacy System
Consolidation / Replacement
9.
Mobile solutions
10. Getting to Customer
Centricity
13.
SOA Initiatives
14.
Improve Product Rollout
1.
Information Management
2.
Technology Refresh
3.
1.
Data management & ,
Information management (Client,
Portfolio, Product offerings, Market
data)
10. Getting to Customer Centricity
11. Communication
(Collaboration/Portal)
Trends in Healthcare Insurance
Business Trends
Initiatives
Solutions
1.
Commercial Sales
Solution for
Healthcare
1.
OnDemand for
Commercial Sales
2.
Hybrid back-office
sales solution
2.
Lead to Enrollment
Hybrid Model
Enabling Consumerism
3.
End to End Sales
Solution
3.
Siebel integration into
Skywire
Ongoing Medical Cost
Pressure
4.
Integrated Population
Management
4.
Integrated Disease
Management
5.
Regional Medical
Records Initiatives
5.
Healthcare Transaction
Base
Supply chain
management
improvements
6.
Pharmacy
Management
6.
Mail Order Pharmacy
7.
Product Life Cycle
Management
7.
Product Life Cycle
Management
7.
Agile for Healthcare
Payer
8.
Improvement of Core
Operations
8.
Core Applications
Modernization
8.
SPL and edoc’s
integration
9.
Increased regulations
9.
Risk and Compliance
9.
GRC for Healthcare
1.
Growth in new markets
2.
Industry Consolidation
realization of cost
savings
3.
4.
5.
6.
Electronic Health
Records
(*)IDC
NASA FSI CRM Target Industry Solution Sets
Banking
Insurance
• M&A Optimization: UCM/MDM
• Next Generation Claims
• Rapid Enterprise CRM
• Value Centric Call Center
• Sub Vertical OnDemand
Capital Markets
• Registered Investment Advisor
Workstation (RIA)
• Mutual Fund Wholesaling
• Asset and Wealth Management
• Channel Enablement
Health Insurance - Payers
• OnDemand for Commercial
Sales
• Lead to Enrollment: Hybrid
• Siebel/Skywire Integration
Banking
CRM
UCM/MDM Merger & Acquisition Optimization
To Industry Trends
•
Increased competition from
traditional and new providers
•
Increased dependence on
organic growth
•
Customer’s increasing
expectations and decreasing
loyalty
•
Need to improve expenses
control and efficiency
•
Industry consolidation
•
Real time business intelligence
Bill Of Materials
Universal Customer UCM
• Master Data Mangement
MDM/DRM
• OBI EE
– Customer Master Data
Management (Need FSI
Enhancements sized)
•
Information Management
• As of Q3 2008, Oracle’s Siebel UCM
product has been ranked in the Leaders
category by every major analyst firm
• The Siebel platform, toolset, rich
industry schema, metadata driven
processes and service-enablement
make UCM the lead Oracle CDI
product.
Revenue Potential*
FY09
•
Getting to Customer Centricity
FY10
FY11
3 Yr Total:
NASA FIN - Plan On a Page Solution Set
• Consolidating organizations struggle
with building singe customer repository
post acquisition. Increases Cost, delays
operational consolidation, limits revenue
based initiatives
• Data Fragmentation: Business
processes break down at the
applications boundaries due to the data
inconsistencies
Implications / Competitors
Top Industry Initiatives
•
Challenges
Solution
• UCM/MDM to enable Rapid Acquisition
Consolidation
Consolidate shared customer information
into a trusted, global," single source of
truth” master repository
Maintain a high quality customer profile
using state of the art data quality and
governance tools
• Consolidate information into a single
master repository
• Cleanse and enrich data centrally
• Synchronize data for a consistent
enterprise view
• Leverage master data to improve
customer/Customer and product-centric
business processes and analytics
Insurance + Health
CRM
Value Centric Call Center
Top Industry Trends
▪
▪
▪
▪
▪
▪
▪
▪
▪
Soft Market – Financial Crisis
Growth – Time to Market
Talent Shortage
Visibility
Straight Through Processing
Improve Service
Ease of Doing Business
IT Environment Simplification
Expense Control
Top Industry Initiatives
▪
▪
▪
▪
▪
▪
▪
▪
▪
▪
Reduce Expenses
Data cleaning and Consolidation
Data Access
Account Level Data
Consolidation
Process Simplification
Manual / Duplicate Process
Elimination
BPM
Customer Retention / Satisfaction
Initiatives
SOA Initiatives
Improve Product Rollout
NASA FIN - Plan On a Page Solution Set
Bill Of Materials
 Siebel for Insurance
 RTD
 CCA
 UCM
 OBIEE
 BPM
Implications / Competitors
• Insurers are risk adverse at the
best of times, recent market
turbulence may make them wary
of large projects
• Weak demo environment makes
us vulnerable to competition
• SAP
Revenue Potential
FY09
FY10
FY11
3 Yr Total:
Challenges
▪ Being silo based, insurers don’t
have a single view of the client
which impedes their ability to
service the client and improve
account penetration
▪ The need to grow is being
hampered by systems that
cannot support growth initiatives
▪ The industry is facing a shortfall
in staffing, both new talent and
talent with skills to support aging
technology. Insurers are being
forced to upgrade to mitigate
internal risk
Solution
▪ A single solution to provide
access to all core systems
required for customer support
▪ Central view of all client
information and tools to support
client information and decision
processes
▪ Tools to enable growth, both
geographic and product based
Capital Markets
CRM
Registered Investment Advisors Workstation
To Industry Trends
▪ Need to manage profitability (Growth
in Assets under Management)
▪ Customer’s increasing expectations
and decreasing loyalty
▪ Industry consolidation
▪ Increasing needs for Real-time
business intelligence
▪ Collaboration - Effective
communication to clients and
organizationally (internally)
▪ Increased competition from traditional
and new providers
Top Industry Initiatives
▪
▪
▪
▪
▪
▪
Data Management & Information
Management (Client, Portfolio,
Product offerings, Market data)
Predictive analytics
Getting to customer centricity
Communication
(collaboration/portal)
Cross Sell and Up Sell
Real-time workflow and BPM
systems (On Boarding)
Bill Of Materials
Challenges
 CRM/On Demand R15
 Web 2.0 Social networking tools
 Athene Data Objectives Integration of
“Books & Records”
 Integration with 3rd Party solutions
 Oracle Sales Assistant
 Not able to obtain an accurate
view of the customer relationship
due to inconsistent data model
 Lacking tools and accurate data
to determine the best product
and service mix at the right price
and overall profitability.
Implications / Competitors
• Loss of market opportunity with no
identified leader.
• Potential competition with
partnerships between CRM and
planning tool providers (NorthStar)
• Competitor: No major identifiable
competitor – convergence of CRM,
financial planning, market data
providers
Revenue Potential
FY09
FY10
FY11
3 Yr Total:
NASA FIN - Plan On a Page Solution Set
Solution
Integrated “Advisor Desktop”:
• Oracle OD CRM
• Integration with 3rd Party
Financial Planning Tools- “EISI
NaviPlan”
• Integration with 3rd party Asset
Custodian- “Advent”
• Integration with sponsor
Brokerage & Trading systems
• Mobile CRM Solutions
Healthcare Insurance
CRM
On Demand for Commercial Sales
To Industry Trends
•
•
•
•
•
•
•
•
•
Growth in New Markets
Industry Consolidation
Consumerism
Medical Cost Pressure
Electronic Health Records
Supply Chain
Product Life Cycle
Core Operations
Increased Regulations
Bill Of Materials
 OnDemand- Sales Force
Automation
 OBIEE
 Marketing
Implications / Competitors
Top Industry Initiatives
▪ Commercial Sales
▪ Hybrid Sales Solution
▪ End to End Sales Solution
▪ Integrated Population
Management
▪ Regional Medical Records
▪ Pharmacy Management
▪ Product Life Cycle Mgmt
▪ Core Applications
Modernization
▪ Risk & Compliance
Automation
• Leading with an OnDemand
Model initially may be giving
competition an opportunity
• Limited number of market
segmentations for the Healthcare
Insurance market
• SalesForce.com
Revenue Potential
FY09
FY10
FY11
3 Yr Total:
NASA FIN - Plan On a Page Solution Set
Challenges
▪ By leading with OnDemand many
of our current customers are
viewing this as stepping away
from their OnPremise solutions
▪ SalesForce has mind share in the
OnDemand Space
▪ Many Healthcare Plans have
currently custom built solutions
which integrated into their backend legacy systems
Solution
▪ OnDemand model for the
commercial sales organization
and depending on the plan size
establishing a migration path to a
Hybrid model based on Siebel
On Premise
▪ Solution includes On-Demand for
sales and brokers which are
focused on the Commercial
market
▪ Analytics across the OnDemand
and legacy systems to deliver
real time insight into the process
FSI Partner Summit
NASA FSI EPM/BI Sales
Kevin Fay
Regional Vice President
FY09 Financial Services Coverage BI/EPM
Kevin Fay
Regional Vice President
Nashua, NH
Lisa Chu-de Seve
ASM
New York, NY
Blackrock
Bloomberg
Chubb
Citigroup
Credit Suisse
Discover
E*Trade
Fannie Mae
Genworth Fin.
HCSC
Lehman Bros
Manpower
MasterCard
Merrill Lynch
New York Life
Prudential
State Farm
USAA
Wellpoint
Jason Fitzgerald
ASM
New York, NY
AIG
American Exp
Amerigroup
AXA
BCBS MI
Capital BC
Capital One
GMAC
Goldman Sachs
Healthnet
Humana
JPMC
Kaiser
Kelly Services
Marsh McLennan
Metlife
Morgan Stanley
Nasdaq/American
Premera
Travelers
UBS
UHG
Maureen McCarthy
ASM
Boston, MA
Aegon
Aetna
AllState
Ameriprise
AON
BSCA
Cigna
Coventry
Delta Dental
Fidelity
First Data
Hartford
Liberty
Mass Mutual
NW Mutual
Schwab
State Street
US Bank
WAMU
Wells
Western Union
Bob Osborne
ASM
Atlanta, GA
Stephen Byrnes
Regional Manager
Minneapolis, MN
AFLAC
Bank of New York
BB&T
BCBS FL
BCBS NC
BCBS TN
BOA
Farmers/Zurich
Fifth Third
First Franklin
IBC Highmark
ING
Key Bank
Lincoln Financial
National City
Nationwide
PNC
Regions
Sun Trust
Unum Provident
Vanguard
Wachovia
David Jubb
Felicia Wilson
John Bridges
Keith Gatewood
Michael Biliouris
Trish Juarez
Open
FY09 Financial Services Coverage EPM
Stephen Byrnes
Regional Manager
Minneapolis, MN
Daniel Jubb
ASM
Columbia, MD
Felicia Wilson
ASM
Stamford, CT
John Bridges
ASM
Stamford, CT
Keith Gatewood
ASM
Columbus, OH
Mchael Biliouris
ASM
Burlington, MA
Trish Juarez
ASM
Chicago, IL
TBH
ASM
West
BB&T
American Express
AIG
AFLAC
Aetna
Aegon
Farmers/Zurich
BOA
Blackrock
AXA
Ameriprise
Cigna
AllState
First Data
Capital One
Citigroup
Bank of New York
Fifth Third
Fidelity
AON
First Franklin
Fannie Mae
Credit Suisse
Bloomberg
Key Bank
Goldman Sachs
Discover
Schwab
E Trade
Chubb
National City
Hartford
GMAC
WAMU
Nationwide
Liberty
Kelly Services
Wells
Travelers
Mass Mutual
Manpower
Western Union
Genworth Financial
ING
MasterCard JP Morgan Chase
Lincoln Financial Merrill Lynch
NASDAQ
PNC
Regions
UBS
Lehman Bros
Marsh McLennan Unum ProvidentMorgan Stanley
MetLife
Sun Trust
New York Life
Vanguard
Prudential
Wachovia
US Bank
State Street
NW Mutual
State Farm
USAA
<Insert Picture Here>
NASA FINSERV
Organizational Charts
Bryan Kelley, Area Vice President
FY09 NASA FINS Regional Organizational Chart
ERP Org
Bryan Kelley
AVP
Amanda Dewey
Sr AA
John Long
RM
Vinnie Mackey
RM
Marty Zabielski
RVP
Dana Trainor
Sr AA
Mike Murphy
Branch Mngr
Mark Winz
ASM
Jackie Coyne
ASM
Mitch Tompkins
ASM
Joe Lazar
ASM
Jeff Goldstein
ASM
Doug Stubbe
ASM
Fred WIlliams
ASM
Warren Parti
ASM
Dan Lundy
ASM
Dave Morris
ASM
TBH - ASM
South East
Bob Kubiak
ASM
Al Mucci
ASM
Michael McDonald
ASM
Kevin McDonald
ASM
Chuck Stackpole
ASM
TBH - ASM
OHIO
FY09 NASA FINS Regional Organizational Chart
ERP
John Long
RM
Colorado Springs
Mark Winz
ASM
Denver
First Data
Western Union
USAA Ins
Joe Lazar
ASM
Chicago
Ameriprise
Discover Card
US Bancorp
Manpower
Zurich / Farmers
Warren Parti
ASM
Redwood City
Franklin Templton
Charles Schwab
Wells Fargo
WAMU
AEGON
Bob Kubiak
ASM
Westchester, IL
Travelers
AON
Warranty Group
Northwestern Mutual
State Farm
All State
FY09 NASA FINS Regional Organizational Chart
ERP
Vinnie Mackey
RM
Burlington
Jackie Coyne
ASM
Burlington
Capitol One
Vanguard
Hartford
Met Life
CHUBB
Jeff Goldstein
ASM
Tarrytown, NY
CIGNA
E*Trade
New York Life
Prudential
Nationwide
Dan Lundy
ASM
Burlington
AETNA
FMR Corp
(Fidelity)
State Street
Al Mucci
ASM
Burlington
AFLAC
ING
Liberty Mutual
Lincoln National
Mass Mutual Life
UNUM Provident
FY09 NASA FINS Regional Organizational Chart
ERP
Mike Murphy
Branch Mngr
Charlotte
TBH
ASM
BofA
BB&T
Mitch Tompkins
ASM
Atlanta
Regions
Sun Trust
Wachovia
Fred WIlliams
ASM
New York
AXA
Goldman
NASDAQ
Bloomberg
FY09 NASA FINS Regional Organizational Chart
ERP
Marty Zabielski
RVP
New York
Dana Trainor
Sr AA
Kevin McDonald
ASM
New York
Fannie Mae
JPMC
Merrill Lynch
Michael McDonald
ASM
New York
Dave Morris
ASM
Burlington
CitiGroup
Bank of NY
/ Mellon
GMAC
PNC
Chuck Stackpole
ASM
New York
AIG
Credit Suisse
Lehman
Morgan Stanley
UBS
Doug Stubbe
ASM
Tarrytown, NY
AMEX
Blackrock
Marsh
Mastercard
TBH - ASM
OHIO
Fifth Third (DM)
Kelly Services (MM)
Key Bank (MM)
National City (MM)
3) Execution Plan – Field Enablement
• IBU “Plans on a Page” (Midtbo, Smedley, Winner, King)
• Targeted at addressing top industry concerns/issues
• Prioritized by Rev. Potential
• RMs to validate; 10/31
• Focus Areas
• Financial Transparency
• Expense Reduction
• Talent Management
• Enterprise Risk/Embedded GRC
• Incorporated into existing programs
• Transformation / Standardization (Graetz / Lowery)
• Insight (Sowa)
Insurance
ERP
Owner: TBD
Financial Transparency
Bill Of Materials
To Industry Trends
Soft Market – Financial
Crisis
Visibility
IT Environment
Simplification
Expense Control
AIG Failure
Top Industry Initiatives
Reduce Expenses
Data cleaning and
Consolidation
 FSAH
 PSFT (US) EBS
 OBI
 BAM/BPEL
 IRM
 HFM, Essbase,
 Financial Data Quality
Management
Implications / Competitors
• Consolidation opens the door for
SAP at tier 1 organizations
• Weak business case for G/L only
transformations, stagnant market
• Market will require PSFT
integration
• SAP
Data Access
Legacy System
Consolidation /
Replacement
NASA FIN - Plan On a Page Solution Set
Revenue Potential
FY09
$ 2.0 m
FY10
$ 3.0 m
FY11
$ 5.0 m
3 Yr Total:
$ 10.0 m
Challenges
▪ Insurance, although highly
regulated today, is continuing to
foster a tighter regulatory market
with Solvency II and proposed
NAIC regulation. The current
banking meltdown and failure of
AIG will bring greater scrutiny on
insurers and require additional
financial transparency
▪ Internal risk management
processes will need to be
reviewed, adjusted and
implemented.
Solution
▪ A Financial Supply Chain of
Information to improve control
and transparency
▪ Deliver a Scalable Solution that
provides institutions a
competitive advantage in
acquisitions
▪ Automate Manual Accounting
Tasks lowering costs
▪ Deliver Push BI and Exception
Handling improving accuracy
What’s the answer?
•$9,638,000
•$28,914,000
•What percentage of that
number is yours?