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April 19, 2023 – Slide 2 A Very Different Approach…...Adaptable, Flexible, Marketable, No-nonsense
1988 - 1990
BACKGROUND
June 1988
1990 - 1993
1993 - 1996
Graduated Ohio Univ w/ BBA in Accounting, Beta Alpha Psi Honorary, Corporate Leadership Fellow.
Aug 1988 Joined DH&S - Cincinnati, in the Financial Svcs Industry Group.
Worked with various Banking & Insurance Clients performing Systems Implementations and Operational Improvement Studies. Promoted to Sr Consultant.
Performed Operational Improvement Studies, Systems implementations in Financial Svcs and Manufacturing. Trained in SAP R/2 and led first SAP implementation through go-live. Promoted to Manager.
Focused on management of SAP implementations, led Colgate - Hill’s Pet Nutrition engagement. Promoted to Senior Manager.
1996 - 1999Led initial TRW SAP implementation,sold work at TRW, co-lead on GM Powertrain efforts.
2000 & Beyond Use selling & delivery strengths to extend services at automotive clients.
April 19, 2023 – Slide 3 A Very Different Approach…...Adaptable, Flexible, Marketable, No-nonsense
CAREER HIGHLIGHTS WITH DELOITTE & TOUCHE
8 years of SAP package experience…12th employee in Deloitte, Cincinnati SAP COE
Track record of managing significant SAP/ERP projects Hill’s Pet Nutrition TRW - Automotive Electronics Group TRW MilliWave GM Powertrain
Broad industry exposure, past 3 years specializing in the Automotive industry
History of participating in successful sales efforts GM Powertrain, TRW, American Cyanamid, Syntex, Great Lakes
Chemical, Kyocera Successfully generated add-on sales at accounts managed
Introduction of additional firm service offerings – ERS, educational services, change management, data warehousing
Additional project scope (Hill’s Pet, TRW, Gallagher-Kaiser) Upward evaluations well above average for FY98 and FY99
April 19, 2023 – Slide 4 A Very Different Approach…...Adaptable, Flexible, Marketable, No-nonsense
DELIVERY & SALES SUMMARY
$0.0
$5.0
$10.0
1997 1998 1999Delivery 5.1 8.2 5.4
Sales 8.0 3.5 5.5
Fees
(in m
illion
s)
Established a reliable track record of delivery and sales
2000 (est)
4 8.5
Client Service Hours 1,393 1,720 1,546 900
April 19, 2023 – Slide 5 A Very Different Approach…...Adaptable, Flexible, Marketable, No-nonsense
FY ‘98 and FY ‘99 FOCUS
Engagement Manager on the multi-service line SAP implementation at Automotive Electronics Division
Took live on SAP with 19 Consultants Phase 1 >$7mm fees, Phase 2 >$3mm Accounted for $2.5mm of add-on sales (ERS, Ed
Svcs, Additional Scope) Future sales potential through established
relationships
TRW Milliwave - led$1mm Sale
Account Manager at TRW MilliWave
Gallagher-Kaiser - $.5mm sale, QA/Account Manager.
EAI service line lead on Rapid Prototype/Business Case/Scoping effort
Contributor in GM Global Financials pursuit efforts.
MIDDLE MARKE
T/ eXpress DELIVE
RY
April 19, 2023 – Slide 6 A Very Different Approach…...Adaptable, Flexible, Marketable, No-nonsense
FY ‘00 FOCUS
Completed the GM Powertrain Investment / Rapid Prototype, Business Case, Scoping
Leading pursuit efforts at GM Powertrain Have Verbal Commitment to Phase I Project Working eXpress Delivery pursuits
MIDDLE MARKE
T/ eXpress DELIVE
RY
INDUSTRY SPECIALIZATION SERVICE LINE
ERP Middle Market / eXpress
Delivery
Manufacturing - Automotive Tier one emphasis
CURRENT EFFORTS
April 19, 2023 – Slide 7 A Very Different Approach…...Adaptable, Flexible, Marketable, No-nonsense
EXECUTIVE RELATIONSHIPS
DAVID ESSIG, GM Powertrain, Chief Information Officer
JOE MICHELS, GM Powertrain, Produce Product Information Officer
JUDY RICE, TRW, VP of Information Systems - Chassis, Worldwide
CHRIS BOUFFORD, TRW Automotive Electronics, Director of Business Systems
MARGIE SCHLOESSER, Hill’s Pet Nutrition, Director of Business Applications
PHILIP RICE, Gallagher-Kaiser, Chief Operating Officer
PAUL BARDEN, SAP America, Automotive Industry Lead
GARY YOUNG, SAP America, GM Account Manager
JEFFREY CONNELY, Chief Financial Officer, Blue Cross PPO
TOM MATYA, DeKalb Genetics, Director of Marketing
IRENE NAIDA, AAA Michigan, VP Process Improvement
GEORGE MITCHELL, Storopack, Corporate Controller
April 19, 2023 – Slide 8 A Very Different Approach…...Adaptable, Flexible, Marketable, No-nonsense
DELOITTE CONSULTING PROFESSIONAL NETWORK
Daron GiffordAutomotive Industry Lead
Rick Titsworth Partner, Automotive Detroit
Lisa Caldwell Partner, Automotive Detroit
Tom GilmanRMD, Solutions Great Lakes
Tom McGinnisPartner, ERS Detroit
Dan FitzgibbonsPartner, Parsippany
Pat LacontoChief Executive Officer
Craig GiffiRMD, EAI Americas
Os MataMD Sales & Industry
Kathryn HayleyMD, EAI Central Region
Mark Frank Partner, EAI Central
Region Pat Moskos
Partner, EAI West
SERVICE LINE INDUSTRY GEOGRAPHY/OTHER
April 19, 2023 – Slide 9 A Very Different Approach…...Adaptable, Flexible, Marketable, No-nonsense
In addition to client service, I have supported a variety of initiatives directed at improving our practice.
NATIONAL AND REGIONAL ACTIVITIES/CONTRIBUTIONS
Manager’s Advisory Council FY95 - Culture Print of the Consulting Group with recommendations to improve upon our successes
Senior Manager Champion for initial C3 rollout to ICS Central Region
Purdue Recruiting Team FY99, FY00 Regional Recruiting FY97, FY 98, FY99, FY00 - participated
in recruiting over 25 individuals into the firm Delivered consultancy skills training to regional staff FY97 Delivered C3 training to staff FY98, FY99
April 19, 2023 – Slide 10 A Very Different Approach…...Adaptable, Flexible, Marketable, No-nonsense
Retaining excellent staff is critical to the success of our practice.
COUNSELING/MENTORING
Upward evaluation composite score of 8.51 in 3/98 (best possible =10) and 1.57 in 3/99 (best possible = 1)
Trusted and respected by staff - someone they can talk to and receive constructive feedback from
Consistently have “informal” mentees, and peers seeking advice, direction and feedback
Developed individuals on my projects into their initial project management roles
Goal is to make every person a better consultant and professional
Positive feedback received from both current and past counselees continues to drive my desire and motivation to counsel and mentor our staff.
LOOKING FORWARD - Automotive and eXpress DeliveryOBJECTIVE: Leverage Industry and ERP experience to grow the ERP practice in the middle market arena with particular focus on the Automotive Industry.
April 19, 2023 – Slide 11 For Very Different Results……Focused, Outstanding, Repeatable
Work with Doug Shuptar and BDM’s to identify and qualify leads Lead proposal development efforts Develop trust/rapport with prospects Close sales Lead project kick-off activities Transition project management responsibilities Provide ongoing project oversight Repeat cycle
KEY ROLES
LOOKING FORWARD - eXpress Delivery Specialization
April 19, 2023 – Slide 12 For Very Different Results……Focused, Outstanding, Repeatable
Average hourly rate - must utilize Solution Center to extent possible to provide cost effective, yet profitable services to clients
Risk management on engagements with minimal partner/senior manager oversight
Personal utilization will fall below 70% target
Existing client contacts Firm contacts (CG, MSS, Audit) Software vendor relationships Identifying 75-100 leads Delivering 20 proposals
“Regardless of future marketplace changes … My proven ability to retool will allow me to continue to
provide value to the firm and our clients.”
Win 6 engagements - average $1mm per engagement
Sell $2.5 mm in add-on Keep 15-20 FTE utilized
ANNUALIZED TARGETS HOW
CHALLENGES/CONSIDERATIONS