INNOVATE TRANSFORM - Protiviti...over the past 40 years.* According to Gartner, “By 2020, the CRM application software market will overtake the data management market, thus becoming

I N N OVAT E

T R A N S F O R MAdapt to the new business reality. SUCCEED

Technology Strategy and Operations

Cybersecurity and Privacy

Cloud Solutions

Software Services

Enterprise Application Solutions

Enterprise Data and Analytics

2 Protiviti | Technology Strategy & Architecture | 32 Protiviti | Software Services | 3

How well is your organization adapting to the ever-changing demands of today’s marketplace? Implementing the right mix of technology and programs to innovate, protect margins and build shareholder value while keeping your data assets safe, requires a partner that can help you succeed. Trust Protiviti. We’ll help you find the right solutions to make your business excel.

ADAPT TO THE NEW BUSINESS REALITY

STAY AHEAD OF THE RAPID PACE OF CHANGEPartner with Protiviti’s Technology Consulting practice

Yesterday’s innovation is today’s status quo, and any business that doesn’t stay ahead of the curve falls behind. But technology is rarely the sole solution to business challenges. Understanding the business process you want to enable, the customer experience you want to create or the critical information you need to protect is a necessary first step in making technology work for you.

We leverage emerging technologies and methodologies to innovate, while helping organizations transform and succeed by focusing on business value.

Our advanced Technology Consulting solutions range from strategy development through design, implementation, and managed services. We are also experts in operational resiliency, data and analytics, cybersecurity and privacy, cloud, application implementation, artificial intelligence and robotic process automation.

See why Protiviti is the right choice to innovate, transform and succeed.

Technology changes constantly.


T ODAY AND BE YONDSOFTWARE SERVICES

WHAT’S TRENDING IN THE MARKETPLACE?

HOW IS TECHNOLOGY TRANSFORMING BUSINESSES?

The current software development

market is devolving into purpose-built,

cloud-based solutions and business

applications.

At the same time, traditional IT

and digital development teams are

gradually being unified. As a result,

challenges around vulnerability

tracking and service/data flow

traceability are set to substantially

increase, compared with monolithic

application environments.

Machine learning and artificial

intelligence-enabled analytics

for DevOps will enable visibility,

execution and efficiencies of scale to

address the overwhelming complexity

of multimodal deployment (including

embedded and IoT), quality and

security that demand management

across business, operations and

development teams.

As these evolutions continue, IT

will be expected to become familiar

with and begin using conversational

AI platforms in developing the next

generation of enterprise applications.

By 2022, 90% of all new apps will feature microservices

architectures that improve the ability to design, debug,

update, and leverage third-party code; 35% of all

production apps will be cloud native.*

By 2024, one-third of today’s screen-based apps

will be replaced by AI-enabled user interfaces and

process automation.*

In the five years leading up to 2023, 500 million new

logical apps will be created, equal to the number built

over the past 40 years.*

According to Gartner, “By 2020, the CRM application

software market will overtake the data management

market, thus becoming the largest of all software

markets.”**

According to Gartner, “By 2022, Gartner expects that 90

percent of organizations purchasing public cloud IaaS will

do so from an integrated IaaS and platform as a service

(PaaS) provider, and will use both the IaaS and PaaS

capabilities from that provider.”***

WE UNDERS TAND YOUR PERSPEC T IV E AND DELIVER A CUSTOMIZED STRATEGIC SOLUTION

Each client brings a unique set of challenges to be solved and strategic opportunities to seize. Organizations

are almost universally reevaluating their business models and platforms to stay relevant and achieve

success in this digital era. Invoking meaningful transformative change is both rewarding and elusive. Ideas,

initiatives, and a wide range of priorities compete for limited people and dollars to bring them to fruition.

At Protiviti, we take the time to fully understand the particular needs our clients bring to the table, and then

partner to customize solutions for powerful insights and proven delivery.

THE CHALLENGES CLIENTS BRING THE ANSWERS CLIENTS ARE LOOKING FOR

Address talent shortage and skills gap by attracting critical

talent with in-demand skills and scale

Meet variable demands with cost-effective managed

services and flexible resources

Drive to modernize, innovate and transform through

enhanced capabilities and innovative processes

Reduce barriers for application users by developing

strategies for transitioning applications

Transform the business by enabling technology and

applications

Increase agility, flexibility and performance with cloud

applications and hybrid IT

Deliver faster implementations and improved software

development agility and quality

Develop smarter, content-centric personalized experiences

with efficient designs

Reduce time to market for innovative and differentiating

solutions

Improve quality and consistency of customer experience

*Oct 2018 - IDC FutureScape: Multiplied Innovation Takes Off, Powered by AI, Distributed Public Cloud, Microservices, Developer Population Explosion, Greater Specialization and Verticalization, and Scaling Trust

**Gartner, 100 Data and Analytics Predictions Through 2022, 21 May 2018

***Gartner Press Release, Gartner Forecasts Worldwide Public Cloud Revenue to Grow 17.3 Percent in 2019, September 12, 2018.https://www.gartner.com/en/newsroom/press-releases/2018-09-12-gartner-forecasts-worldwide-public-cloudrevenue-to-grow-17-percent-in-2019


MANAGEDSOLUTIONS

WE’RE ONE OF A K INDFLEXIBLE SOLUTIONS THAT ADJUST TO YOUR NEEDS

M ANAGED SOLU T IONS: OUR VALUE PROPOSIT IONPOWERED BY ROBERT HALF STAFFING SERVICES

More than 2.7 million experienced professionals at Robert Half support Protiviti’s core team of consultants, operating from

over 400 offices across 25 countries. We provide the specialized skills you need fast, and with minimal to no travel costs. It

also means we can ramp up or down depending on your needs.

We are the only organization that provides flexible delivery models to help you address short term skill gaps,

deliver projects or transform your organization by creating the right team that can scale up or down, quickly

and cost-efficiently.

We have flexibility to tailor our delivery models to meet your organizational needs:

Cost reductions by avoiding overhiring

• Delivered in collaboration with our offshore solution centers

• Greater concentration of resources

• Reliable, optimized source of talent

• Delivered in collaboration with our consulting solution centers

• Access to Robert Half’s 24x7 Service Center with Tier 1 and 2 technical and operational support staff

• Project leadership delivered in collaboration with skilled resources

• Local, specialized talent with option to convert to permanent

Ability to scale up or down as needed

Bandwidth to prevent burdening full-time employees to deliver on projects

Experienced subject matter experts, on demand, for unique and complex issues

OUR MANAGED SOLUTIONS PROVIDE YOU WITH

MANAGED SOLUTIONS VALUEOFFSHORE DELIVERYONSHORE DELIVERYBLENDED DELIVERY

ADVISORY

Identify, anticipate and solve problems through transformation and implementation

• Solving complex programs with Agile methodologies and design thinking while

managing deliverables, milestones and outcomes

• Technology enablement through artificial intelligence, machine learning, process mining and robotic process automation

THE RIGHT TEAM

Address skillset gaps and hiring challenges

• Maintaining control and oversight of the resources

• Access to specific, specialized skills and expertise that cannot be found

on your internal team

• Time saved to upskill your existing team

SEAMLESS OPERATION

Manage or fix functions, processes or data to free up your team to

work on what matters

• Cost efficiencies: Flexibility to scale up or down with the right resources at the

right time (onshore or offshore)

• Reduced risk: Performance, productivity and service levels are our responsibility

FLEXIBLE STAFFING

CONSULTING

MANAGED SOLUTIONS


innovateWHERE WE E XCEL

SOFTWARE SERVICES

ENVISION VALUE PROTECT VALUE

Transforming business happens one step at a time.

Attention to detail, respect for the process and a commitment to excellence set Protiviti apart.

CUSTOM BUSINESS APPLICATIONS

Custom Application Development (platform, user centric, mobile)

System Integration

Legacy Modernization

Dev OpsCRM Solutions Enterprise Testing

CLOUD, PORTALS AND COLLABORATION

Office 365 Foundation Services

Offices 365 Implementation Services

SharePoint Portals, Intranets

Microsoft Software Licensing and Reselling

ON-DEMAND SERVICES

SharePoint

Office 365

Salesforce®

Nintex®

Kentico

Azure

.NET

GOVERNANCE, RISK AND COMPLIANCE (GRC)

GRC Design and Tool Selection

GRC Implementation Services (Governance Portal, RSA Archer, MetricStream and other Third-Party Applications)

Custom GRC Solutions

WEBSITE DESIGN AND SOLUTIONS

Web Accessibility Audits

Website Redesign and Development

Digital/Online Marketing Solutions

Social Media Strategy

UX/UI Design

INTELLIGENT AUTOMATION ENABLEMENT

Process Automation Tool Selection

Workflow Development and Implementation (Nintex, Microsoft Flow)

RPA Development and Implementation

REALIZE VALUE

The Protiviti Software Services team is focused on agile design, development and implementation of

innovative business solutions. We deliver solutions through a risk-managed process that results in

accelerated delivery, higher quality and predictable outcomes, leading to increased ROI. Our flexible

delivery model is scalable and cost-effective with the ability to leverage consulting capabilities and

sourcing of specialized talent.


transform succeedCLIENT PROBLEMS WE SOLVE CLIENT CHALLENGEBUSINESS OUTCOME SOLUTION DELIVERED

OUR STEPS TO SUCCESS BUSINESS RESULTS

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Our Custom Business Applications team has expertise in delivering end-to-end business solutions from initial discovery and design to development and delivery. Our team are experts in developing custom business applications, enterprise software services and applications, websites on the Force.com® platform, and new application development. We can also enhance existing applications, integrate between applications and modernize legacy applications.

PSS | CUS T OM BUSINESS APPLICAT IONS

Finding bandwidth/scaling for large initiatives or new projects

Decreased ability to finish a project on time

Increased technical debt

Lack of internal capabilities, specific expertise or leading-edge skills

Best practices are not being adopted or used

Unable to focus on the core business

Struggle to anticipate demand requirements or keep up with application feature development based on business demand

Inability to manage the recruitment, onboarding and training process for developers

Unable to provide required ROI to the business

This client, which operates one of the most innovative theme parks in the world, struggled with a highly manual process for updating ticket pricing. This put the client at a significant disadvantage in the marketplace. The client needed to reduce the time it takes to modify pricing from weeks to days and free up resources to focus on other revenue-generating activities

Extended existing Salesforce system using third-party document generation and e-signature applications

Replaced a partially manual process with a custom secure Lightning Platform in Salesforce, reducing contracting time from weeks to days

Implemented Nintex Doc Gen and e-signature in existing Salesforce environment to perform the contract generation, approval workflow and signature process from a single account or in bulk with just a few clicks

ENVISION Provide flexible, comprehensive resourcing models to save time, reduce risk and support business demand

REALIZE Deliver modern, relevant, high-quality and scalable software applications that help our clients introduce new solutions to the market and enhance employee efficiency

PROTECT Optimize investments by building business line applications that support business growth and innovation

Reduced the contract creation, review and signature process from 2-3 weeks to 1-2 days

Modernized the contract renewal process by introducing automated workflow and electronic signature

Optimized existing platform investments to build custom solution with a “low code”

Assessment strategy and planning

User experience and

technical design

QA and implementation Sustain and educate




1 2 3 4

As a 16-Time Microsoft Gold Partner, our global team of Microsoft MVPs, creative designers, security specialists, information architects and content strategists is uniquely qualified to provide organizations with cloud, portal, and collaboration services. Our services include governance and roadmap planning, migrations, upgrades, implementation, licensing, training, customizations, integrations and managed services and support for Microsoft Office 365 and SharePoint.

Organizations are often in different stages of their cloud transition; from licensing, to trial periods, to foundational rollouts

Roll-out features of Office 365 that require migration, O365-specific architecture, and UX/UI considerations and tools

Process automation of manual or complex business processes that have changed in O365 due to tool options and cloud integration capabilities. Also applies to strategic rollout of the new Modern UI and Collaboration features

Best practices are not being adopted or used

This independent, not-for-profit organization supports nursing boards on matters of public health, safety and welfare. The client had recently executed a global survey to gather regulatory information for the industry and wanted to commemorate its 40th anniversary by sharing survey results through a new portal. The client needed a new portal built with modern web technologies and supported by a robust, scalable architecture that could adjust to the anticipated surge in user traffic surrounding the launch

The solution, which is embedded right into the client’s public-facing website and is accessible to professionals around the world, consolidates an incredible amount of data, safely and securely in the cloud environment

Developed a new portal, including databases designed to support the survey data and an API for searching and displaying the survey data to the client’s customers in new and meaningful ways

Designed a new user experience and navigation structure, wrote the application code, and configured the cloud-based server architecture required to support the new portal

ENVISION

Provide flexible, comprehensive modular system where clients can select the optimal offerings to meet their specific needs to provide the greatest benefit

REALIZE

Deliver solutions that are designed to accelerate their deployment of O365 by enabling agility, reducing uncertainty and identifying the critical path activities required for successful O365 deployment and maintenance.

PROTECT Optimize investments by ensuring that O365 is secure, scalable and supportable for long-term usage

O365 roadmap and planning

O365 administration and governance and tenant configuration

O365 security assessment

O365 training and ongoing, on-demand support

PSS | CLOUD, POR TALS AND COLL ABOR AT ION

Increased the information, education, and service provided to global clients through a new survey data reporting portal

Improved client satisfaction with a highly usable and innovative user experience

Advanced the platform knowledge and skills of client’s IT organization through knowledge transfer




1 2 3 4

Protiviti’s Website Design and Solutions team of user experience specialists, creative designers, security specialists, information architects and content strategists delivers stunning designs, compelling content and exceptional user experiences for organizations worldwide. Our mission is to help organizations properly define, map and execute their website strategy using the right platform based upon their organization’s needs and goals.

Migration to an experience management solution for a single source of truth on web platform, across one to many sites, modules and strategy

Corporate redesign of website brand and user experience, including creative design, site structure, latest features, online marketing and social media integration

Struggling to adhere to web accessibility standards to ensure their corporate website is accessible to all

Lack of centralized content as a service to streamline content creation across channels and deliver content quickly to external sources

Need to improve search and performance optimization for better response time and efficiency

This larger corporation was introducing new branding, requiring a complete website redesign, revamping its legacy custom application with up-to-date features and functionality, including mega menu, people-centric focus and practice contributions. The site also needed to be mobile-friendly

UX analysis of existing and future content, structure and audiences

Implemented the Kentico ECM solution, including:

• Custom integration with the client’s master data management solution

• Social media integration

• Content migration

Provided technical experts and guidance to select and implement the right technologies

Ongoing solution review; on-demand services agreement for continued support

ENVISION Clearly defined, mapped and executed website strategy

REALIZE A strategic solution design and guided implementation process

PROTECT Testing, remediation and launch services

PSS | WEBSIT E DESIGN AND SOLU T IONS

Redesigned site received the 2017 Web Marketing Association’s Web Award for Outstanding Achievement: Legal Standard of Excellence

Over 95% content management accuracy for content, link and image healing and page alias setup

Improved the design and functionality of their corporate website with personalized homepages and navigation

Assessment strategy and planning

User experience design Technical design and implementation

Training and ongoing support




1 2 3 4

Our Intelligent Automation services include incorporating intelligent automation within the normative project and application lifecycle processes, allowing our clients to leverage our technical capabilities, third-party solutions, automation assets and development of APIs to meet business requirements and technical solution design specifications. We design, create, refactor and release forms, workflows and bots to automate business groups and IT needs on varying levels of complexity and scale.

Employees performing manual, repetitive tasks and the inherent potential efficiency and data integrity risks

Siloed work environments

Challenges with business metric reporting using real-time data

Difficulty scaling for large initiatives

Transforming paper processes to digital

Cost-reduction initiatives leading to reduction in workforce

This financial institution needed to quickly develop and deploy an issue management system to formalize its process for managing regulatory and compliance-related issues. The desired solution would need to allow employees, compliance experts and internal auditors to report, manage and track the organization’s issues, risks and regulatory compliance violations in a centralized location

Introduced third-party workflow software to automate and standardize the issue management process within compliance requirements

Created an intuitive interface to capture issues and risks from a diverse user base

Created custom reporting dashboards utilizing SQL services for compliance managers and bank executives to track and monitor issues

ENVISION Reduce manual, repetitive tasks with more analytical, higher-value activities

REALIZE Increase breadth coverage (full population, statistic sampling); improve insight and depth and coverage (quantify and substantiate)

PROTECT Decrease budget and resource constraints; increase credibility across the organization

PSS | IN T ELLIGEN T AU T OM AT ION ENABLEMEN T

Simplified the issue-submission user experience by creating an online, centralized and user-friendly interface

Implemented intelligent process automation for managing regulatory compliance violations

Created visibility into issue and risk management through real-time analysis and tracking

Process assessment, mapping and requirements

Solution architecture and platform recommendations

Solution development and implementation

Ongoing maintenance and support




1 2 3 4

Protiviti’s On-Demand Services team provides organizations with access to a team of technical experts in Information architecture, user experience, business analysis, workflow, solution architecture, database administration, business intelligence, development, content governance and creative design on an as-needed basis. Our team members can complement your internal team with valuable skillsets needed to support, maintain and enhance your technology solution. Clients are given access to a 24/7 ticketing portal that provides complete visibility of the project, and the ability to submit tickets, track ticket progress and provide direct feedback.

The cost of supporting, maintaining and enhancing technology solutions has been estimated at over $300,000 per year for minimum staffing requirements alone

Organizations do not have access in-house to the various skillsets needed to maintain or improve a technical solution

Technical issues can arise at anytime and most organizations do not have the resources to address the issue in a timely manner

After years of hosting customer networking events, this multinational independent investment bank and financial services company was struggling to organize the countless photos of employees and customers taken during the events. It was difficult and extremely time consuming to locate photos of specific people and events that were stored in various SharePoint folders. Their goal was to utilize the photos for marketing and communications and proposals as well as to analyze the interactions with their customers to better facilitate future networking activities

To help the client better manage their data (photos) and improve their marketing, Protiviti created a facial recognition application that uses the Microsoft Cognitive Services Face API. This solution learns the faces of employees as well as customers from professional headshot photos. The application scans the libraries of photos from employee and networking events. It then finds and tags the faces that it recognizes and identifies. A standard SharePoint search surfaces the names and companies of the identified people. By hovering over the photo, users can see basic information about that person with a link to their profile for more details.

ENVISION Provide flexible, comprehensive on-demand support models to save time, reduce spend and support business goals

REALIZE Deliver reliable and responsive support services and remediate technical issues in a timely manner

PROTECT Optimize technology investments by remediating and securing your business-critical applications

PSS | ON-DEM AND SERVICES

Reduced the time needed to search thousands of photos, saving time and allowing the organization to focus on the customer

Improved accessibility and data organization

Improved search allows users to search for a specific person and find all events attended or to select a person in the photo to instantly determine their identify. This allows the organization to identify connections between employees and their customers

Dedicated account manager assesses the need

Solution selection, planning and strategy

Solution implementation Ongoing support to sustain and educate




1 2 3 4

Our GRC Technology team has expertise in the design, development and implementation of a wide variety of off-the-shelf tools as well as custom GRC software solutions. Our experience provides a unique set of choices and services to our clients including GRC solution design and selection, implementation services and custom software development.

Selecting and implementing a solution that meets today’s business needs and future state requirements

Creating a sustainable program to manage audit, risk and compliance data in a single repository

Responding to questions regarding audits, compliance, risk, remediation status, etc.

Improving collaboration across the three lines of defense

This large financial services organization wanted to advance the maturity of its information risk management program through a combination of process and methodology improvements. The client had limited understanding of RSA Archer’s core GRC modules, how the modules worked in succession and what implementation steps were needed to enable the modules

Established common understanding of Archer capabilities

Developed a common GRC language across multiple stakeholders

Developed an understanding of what could be achieved in a Now, Soon and Eventually roadmap

Initialized GRC program implementation

ENVISION Improve ROI/value from technology implementation

REALIZE Improve reporting and risk management with confidence in the selected solutions/tools

PROTECT Increase collaboration and ownership across all three lines of defense

PSS | GOV ERNANCE, RISK AND COMPLIANCE

Established program objectives and related capabilities to support multi-stakeholder collaboration toward common goals

Identified gaps in prerequisite steps needed to initialize Archer implementation

Introduced roadmap to support initial system implementation and evolution toward future state objectives

Current state assessment, gap analysis and solution design

GRC software selection or custom development

Implementation and configuration

Training and ongoing support


OUR K E Y PAR T NERS

TECHNOLOGIES

Governance Portal

SolAcc

RSA® Archer

WordPress

Sitecore

Drupal

Blue Prism

K2

SQL.NET

Java

Python

Node

React.js

ABOU T PRO T IVIT I

Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Protiviti and our independently owned Member Firms provide consulting solutions in finance, technology, operations, data, analytics, governance, risk and internal audit to our clients through our network of more than 75 offices in over 20 countries.

We have served more than 60 percent of Fortune 1000® and 35 percent of Fortune Global 500® companies. We also work with smaller, growing companies, including those looking to go public, as well as with government agencies. Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI). Founded in 1948, Robert Half is a member of the S&P 500 index.

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tcblog.protiviti.com© 2020 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. PRO-0220-102022d. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.

Documents

INNOVATE TRANSFORM - Protiviti...over the past 40 years.* According to Gartner, “By 2020, the CRM application software market will overtake the data management market, thus becoming