Estuate IBM Optim July 2010

Your IBM Optim Go-to PartnerJuly, 2010Marc Hebert2010 IBM Information Champion

1

Extreme Service

Agenda

Overview

Our Clients and Why They Choose Us

Our Service Offerings

Our IBM Optim Practice

Appendix

Executive Bios

• Confidential2ESTUATE

Extreme Service © 2010 Estuate, Inc.

Estuate is a global IT services firm with deep Oracle product roots focused on enterprise applications

About Estuate

100% Referenceable Clients Strong, Long-term Relationships Clients from Startup to Fortune 50 Exceptional Client Satisfaction

Headquartered in Silicon Valley Consistent 5-year Growth Record 150 Employees Offices in the U.S., Canada, U.K. and India Mature Management Team ISO: 2008 Certified

Custom/Product Development Oracle and IBM ImplementationSoftware Management

The Agility of a Start-up Proven Execution Model Highly Flexible and Responsive “Extreme Service” Culture

Razor-sharp Focus

Trust-based Relationships Agile with Mature Execution Model

Well-established

© 2010 Estuate, Inc. • Confidential3ESTUATE

Extreme Service


We have an outstanding portfolio of delighted clientsCustom / Product Development

Oracle and IBM Implementations

Software Management

© 2010 Estuate, Inc. • Confidential4


Our clients say they keep buying from us because of our deep technical skills and “extreme service” culture


You are showing everyday why Estuate are head and shoulders above the rest

....our best partner! Great job!

David G. Munson, IBM

Solution has come up better than we ever imagined.

Eric Larkin, CIO, Arena

Yeah! This is what a successful project looks like!

Patti McCabe, Stanford University

Hats off to the Estuate gang – This thing is REALLY slick. The few in the business that have seen it can’t believe it.

Robert Ball, Activant

The speed of your responsiveness is

unparalleled anywhere else in

the universe. Clem Smith, IBM

Estuate did a phenomenal job implementing the integration & managing customer’s expectations and change requests.

Markus Spohn, Salesforce.com

We're fortunate to be associated with such a committed partner and

based on their immediate success, we

know this is just the beginning."

George Shanine, IBM

Our Service Offerings

We focus on three specialized IT service areas

• Confidential6 © 2010 Estuate, Inc.

ESTUATEExtreme Service


We are IBM’s go-to partner globally for Optim productsIBM Optim Resell, Implementation and Management Product development partnership with IBM Optim team Oracle EBS Access Definitions, QA, performance tuning PeopleSoft Access Definitions Customer-driven product enhancements

IBM Optim resell, implementation and management of:Data Growth/ArchivingData PrivacyApplication DecommissioningTest Data Management InfoSphere DiscoveryGuardium

Specialists in IBM Optim for the Oracle Platform: Oracle E-Business Suite Siebel PeopleSoft JD Edwards Oracle-based custom applications



IBM Optim Resell, Implementation and Management

30 trained and certified Optim consultants

80 experienced Oracle, PeopleSoft, Siebel, JD Edwards and custom application consultants

Multiple installations of Optim products on Linux and Windows operating systems

Several instances of Oracle Applications available in our labs:

E-Business Suite 11.5.10 and Release 12 PeopleSoft 8.8 onward Siebel 7.3 and 8.0

Proven Optim implementation methodology Now supporting Optim for mainframe, DB2, Informix,

SQL Server and other databases

Our Optim Center Of Excellence is deep and ready to roll



We also provide ongoing maintenance and support for our clients’ Optim environments

Software Management is an extension of our IBM Optim implementation work Our maintenance & support services include:

Optim archiving/decommissioning “factory” IBM Optim Maintenance & Support for:

Oracle E-Business SuiteSiebelPeopleSoftJD EdwardsCustom applications

Optim add-on implementations and enhancementsOptim upgradesSoftware-as-a-Service Optim support (either hosted or on premise)Refresh training

Software Management



Clients include:

We have built a great track record of Optim client successes

• Confidential

Coeur d’ Alene Mines Oracle E-Business Suite (EBS)archiving & instance decommissioning TravelportOptim Test Data Management and Data Growth for Oracle EBS Oregon DMV Optim DG for mainframe application

Tata SkyOptim Data Growth Solution for Siebel

PerformantData masking for Informix-based custom application

IBM Optim Implementation and ManagementAlereOptim TDM/Data Privacy for custom applications

AmwayOptim Data Privacy on Oracle EBS

Large Defense OrganizationOptim Test Data Management Solution for Oracle EBS

IBM Optim Product DevelopmentOptim product development for Oracle E-Business Suite, including Access Definitions, QA, performance tuning

PfizerOptim Data Privacy and Data Growth for Oracle E-Business Suite

Wendy’s Arby’s GroupOptim Data Growth for Oracle E-Business Suite

Wells FargoInstance decommissioning strategy

Large Defense Industry Cliient

10 © 2010 Estuate, Inc.

Blue Shield of CaliforniaOptim DP/TDM for custom application

SCF ArizonaOptim TDM for custom application

Emblem HealthOptim for Siebel and custom application

Blue Cross Blue Shield ofNorth CarolinaOptim for Siebel


• Confidential

Our proven Optim Implementation Methodology addresses the full system life cycle




Case Study: Performant

• Internal solution for data masking was hard to maintain • Needed to reduce the test/development instance footprint • Current solution for masking data was taking ~ 5 days to complete on test instance • Large quantities of confidential data requiring masking

Business Challenges

• Partnered with IBM to implementIBM Optim Data Privacy Solution• Installed and set up IBM Optim• Trained Performant’s team to be

self-sufficient in using the solution

• Provided oversight during production implementation and go-live

Estuate’s Role

• Completed Conference Room Pilot

• Time required to mask Performant’s data was reduced from ~ 5 days to hours

• Created a new instance using test data management functionality for testing new solutions

• Completed project on time and within budget

Results

Optim Data Privacy IBM Informix Web Security

Technologies & Approach



Case Study: Coeur d’Alene Mines

• Coeur d’Alene Mines had several instances of Oracle E-Business Suite:

• 10.7 v7 • 10.7 v8 • 11.5.8 v8 • 11.5.9 v8

• Plus, numerous abandoned Oracle E- Biz applications and related databases left over from prior implementations • Business pains included:

• Managing infrastructure (cost, risk, complexity) • Compliance (data retention)

Business Challenges

• Implemented IBM Optim’s data growth solution for Oracle E-Business Suite •Archived all data into one common archived repository • Decommissioned old abandoned Oracle E- Biz application versions and related databases • Leveraged Oracle Discoverer to create reports, using Optim’s Open Data Manager to access the archive file repository

Estuate’s Role

• Originally projected 6- 8 weeks to implement Optim

• Completed the project in 2 weeks

• Successfully decommissioned data from Oracle E- Business Suite 10.7 version with Oracle 7i database • Oracle Discoverer r Report has

been configured to access archived data from archive files

Results

IBM Optim Multiple Oracle E-Business Suite versions



Case Study: Travelport

IBM Optim Multiple Oracle E-Business Suite versionsTechnologies & Approach

• Confidential

• Reduce Oracle E-Business Suite hosting fees with Oracle On Demand• Reduce the size of 10 Test/Development/UAT/ Training instances for Oracle GL, AP and PO• Decommission Enterprise

Performance Foundation (EPF or FEM) application

Business Challenges

• Implemented IBM Optim Test Data Management Solution in Oracle’s On Demand environment, reducing the size of the Production system and all Test systems

• Created a new instance using Optim Test Data Management with required functionality for testing new solutions

• Trained Travelport's team to be self-sufficient in using the implemented solution

• Provided oversight during production implementation and go-live

Estuate’s Role Results

• Completed the project on time and within budget

• Saved 120 GB of storage space for each of 10 test instances by implementing Optim Test Data Management for GL, AP and PO

• Saved 16 GB of storage space after decommissioning Enterprise Performance Foundation application

Total Savings =1.4 Terabytes

IBM Optim Test Data Management 7.1 Oracle E-Business Suite 11.5.10




Case Study: Co-operative Financial Services (CFS)

• Desensitize customer data for testing purposes across the enterprise• Ensure that customer data complies with legal and regulatory requirements of the UK Data Protection Act (DPA) and/or FSA regulations to protect customer privacy• Business goals included:

• Maintaining data consistency across legacy and Finacle systems• Use of multiple locations

and global delivery

Business Challenges

• Moved all legacy systems to the Finacle Banking system

• Explained how these are to be masked in the test environment

• Implemented a tactical solution, allowing a move to a future strategic solution for reuse

•Worked with legacy system suppliers to define and mask sensitive data

Estuate’s Role

•We successfully used Optim to protect our client’s sensitive data, in line with its ISIS guidelines

•We completed the project on time, within budget

Results

IBM Optim Data Privacy Solution Microsoft SQL Server 2003




Case Study: Amway

• Identify, analyze and review Data Privacy (DP) policies of its Oracle E-Business Suite• Incorporate Data Privacyrequirements into the Optim Access Definitions• Mask and load the data into a new Test/Development instance

Business Challenges

• Partnered with IBM to implement IBM Optim Data Privacy solution• Installed and set up IBM Optim• Trained Alticor's team to be self-sufficient in using the solution • Provided oversight during production implementation and go-live

Estuate’s Role

• Recommended algorithms toeffectively obfuscatethe data in the identified columns for masking• Scripted obfuscation algorithms for 27 columns• Defined and executed jobs to mask and load the data into a new Test/Development instance• Completed project on time and within budget

Results

• Confidential

Optim Data Privacy Oracle E-Business Suite R12 Oracle 10g



17

Case Study: Wendy’s Arby’s Group

IBM Optim Multiple Oracle E-Business Suite versionsTechnologies & Approach

• Confidential

•Wendy’s Arby’s group decided to merge its HRMS and Payrollapplications using Oracle E-Business Suite (EBS)

• Migrate existing Arby’s Ultipro master data from Dec -08 into Oracle, and then use Optim for decommissioning Ultipro • Identify the best implementation option with estimates • Once this project succeeds,apply same the same strategy for its PeopleSoft applications

Business Challenges

• Partnered with IBM Lab Services for this strategic analysis project

• Defined Ultipro archiving requirements

• Identified the implementation options based on best business practices, with pros and cons

• Estimated the options and presented recommendation to management: migrate Ultipro data to Oracle Payroll, and archive out of Oracle Payroll going forward

Estuate’s Role Results

• Management adopted our recommendation to migrate Ultipro data, decommission Ultipro and archive Oracle Payroll using Optim

• Ultipro migration project is scheduled to start in March 2010

IBM Optim Data Growth and Decommissioning Solution Oracle E-Business Suite 11.5.10 Ultipro HRMS/Payroll



18


Case Study: Pfizer

• Identify, analyze and review Data Privacy (DP) policies for its Oracle E-Business Suite HR andPurchasing modules• Mask and synchronize previouslymasked PeopleSoft data withOracle E-Business Suite HR data • Incorporate Data Privacyrequirements into the Optim Access Definitions and Table Maps• Mask and load the data into a Test/Development instance

Business Challenges

• Partnered with IBM to implement an IBM Optim Data Privacy Proof of Concept (POC)• Installed and configured the IBMOptim Data Privacy Solution• Trained Pfizer's team to be self-sufficient in using the IBM Optim Data Privacy solution

Estuate’s Role

• Successfully masked and synchronized Oracle E-BusinessSuite HR data with previously masked PeopleSoft data• Utilized out-of-the-box Optim hash lookup functions andpreviously created PeopleSoftlookup table to achieve objective• Defined and executed jobs to mask and load the data into a Test/Development instance• Completed project within budget

Results

• Confidential

IBM Optim Data Privacy Oracle E-Business Suite R12 Oracle 10g



19


Case Study: TataSky

•Identify application performanceImprovement areas

•Define production storagerequirements

•Archive inactive business data

•Reduce the cost of maintaining Seibel production environments

Business Challenges

• Partnered with IBM Lab Servicesto implement Optim Data Growth Solution

• Built Access Definitions for each business entity

•Built retrieval method for archived data•Trained Tata Sky team to be self-sufficient in using the solution • Provided oversight during production implementation and go-live

Estuate’s Role

•Improved application performance

•Improved integration performance

•Reclaimed production disk space

•Eliminated inactive/invalid data in Siebel database

•Eliminated additional disk space need in coming years

•Eliminated need for hardware upgrades to improve performance

Results

• Confidential

IBM Optim Data Archiving Siebel 7.8 CRM Oracle 9i



20


Case Study: Wells Fargo

•Wells Fargo and Wachovia had different policies pertaining to the control of customer information in test environments

• These differing policiesled to high-risk situation as customer data is shared (bridged) across environments for testing integrated applications

• Needed to decide on a standarddata privacy policy across both test environments

Business Challenges• Prepared a Test Environment Data Protection Roadmap to correct problems and mitigate risks associated with customer data invarious test environments

• Resolved process and data issuesand mitigated risks inherent with personally-identifiable information(PII) residing in legacy Wachoviatest environments

•Analyzed Wells Fargo’s data privacy policies for adoptability in legacy Wachovia applications governance processes

Estuate’s Role

• Recommended algorithms toeffectively mask the data in PII fields

• Delivered an application cluster matrix for data masking

• Delivered a cluster risk assessment and risk ranking

• Proposed business rules to remediate the application clustersbased on survey and application owner interviews

• Completed the risk assessment on time

Results

• Confidential

IBM Optim Data Privacy ~400 Distributed and Mainframe Applications



Mature, highly-responsive on-site consultants

Deep Optim product knowledge on all current

product versions

Expert Oracle E-Business Suite, PeopleSoft, Siebel,

JD Edwards and custom applications know-how across

versions

An optimal onsite/offshore staffing model to minimize cost

High-performing solutions that work today and tomorrow

• Confidential

Our commitment to Optim clients means:



Contact Us

• Confidential

Prakash Balebail Chief Executive Officer

Estuate, Inc.

1183 Bordeaux Drive, Suite 4

Sunnyvale, CA 94089

[email protected]

408-400-0680



Appendix

Executive Bios



Executive Bios

25 years experience, 16 at Oracle

Senior Director in Oracle’s Sales and Consulting organization

At Oracle, Led/started several divisions:

Intel Products Division

Director of Design & Migration Services

Global Applications & Technology Integration Team

Program Management Technical Team in Oracle CRM Development

Oracle Accelerators & Industry Demo Team for Sales

Prakash BalebailCo-founder and Chief Executive Officer


Executive Bios

Nagaraja KiniCo-founder and Chief Technical Officer

Co-founder and Chief Technical Officer

25 years of experience, 10 at Oracle

Director in Oracle’s Industry Solutions Group

Led development of Oracle’s mid-market applications products – Oracle Special Edition

Led worldwide Oracle Financials Integration team

Received many awards at Oracle

Involved with 2 other successful startups

Strong technology background


Executive Bios

Marc HebertChief Operating Officer

30+ years of IT industry experience, 11 at Oracle

Oracle’s first CIO

Led Oracle’s Migration and Integration division worldwide

Started Oracle Manufacturing product development

VP Worldwide Alliances Technical Services

CMO of Virtusa Corporation

President and EVP at Sierra Atlantic

Renowned IT offshoring expert and speaker


Executive Bios

Head of Estuate India

14+ years of industry experience

Top performer at Satyam and other companies

Worked extensively in U.S., Europe and other regions

Solid project execution expertise

Strong technology background


Seemakiran UpadhyaHead of India Operations

Documents

Estuate IBM Optim July 2010