INNOVATE TRANSFORM - Protiviti...technology work for you. We leverage emerging technologies and methodologies to innovate, while helping organizations transform and succeed by focusing

INNOVATE

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

Technology Strategy and OperationsCybersecurity and PrivacyCloud Solutions

Software ServicesEnterprise Application SolutionsEnterprise Data and Analytics

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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.

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

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.

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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.”***

*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


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

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WHERE WE E XCEL

SOFTWARE SERVICES

ENVISION 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 APPLICATIONSCustom Application Development (platform, user centric, mobile)System IntegrationLegacy ModernizationDev OpsCRM Solutions Enterprise Testing

CLOUD, PORTALS AND COLLABORATIONOffice 365 Foundation ServicesOffices 365 Implementation ServicesSharePoint Portals, IntranetsMicrosoft Software Licensing and Reselling

WEBSITE DESIGN AND SOLUTIONSWeb Accessibility AuditsWebsite Redesign and DevelopmentDigital/Online Marketing SolutionsSocial Media StrategyUX/UI Design

INTELLIGENT AUTOMATION ENABLEMENTProcess Automation Tool SelectionWorkflow Development and Implementation (Nintex, Microsoft Flow)RPA Development and Implementation

REALIZE VALUE


innovate

PROTECT VALUE

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

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.

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transformCLIENT PROBLEMS WE SOLVE BUSINESS OUTCOME

OUR STEPS TO SUCCESS

1 2 3 4

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

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

Assessment strategy and planning

User experience and technical design

QA and implementation Sustain and educate


succeedCLIENT CHALLENGE SOLUTION DELIVERED

BUSINESS RESULTS

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.

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

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”

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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

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

REALIZEDeliver 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



BUSINESS RESULTS

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.

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

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

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1 2 3 4

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

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

Assessment strategy and planning

User experience design Technical design and implementation

Training and ongoing support



BUSINESS RESULTS

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.

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

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

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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

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

Process assessment, mapping and requirements

Solution architecture and platform recommendations

Solution development and implementation

Ongoing maintenance and support



BUSINESS RESULTS

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.

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

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

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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

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

Dedicated account manager assesses the need

Solution selection, planning and strategy

Solution implementation Ongoing support to sustain and educate



BUSINESS RESULTS

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.

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.

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

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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

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

Current state assessment, gap analysis and solution design

GRC software selection or custom development

Implementation and configuration

Training and ongoing support



BUSINESS RESULTS

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.

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

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

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Doug serves Protiviti in a global capacity as a key member of the software services team (PSS). He is responsible for directing the design, development, deployment, and “go to market” strategy for client-owned software implementations. His primary responsibilities involve business development of new and existing solutions, technical architecture and design decisions, and strategic support for future initiatives.

Scott serves as the Global Solutions Leader for Protiviti Software Services, which includes the Custom Developed Software, Enterprise Content Management, CRM Implementation, and Risk Technologies solution focus areas. Scott is primarily focused on custom business applications; managed development services; cloud, portals and collaboration, and website design and development.

Scott Wisniewski leads Protiviti’s GRC Tech Advisory solution. Scott is responsible for implementing solutions that help companies define, communicate and monitor governance, risk and compliance activities across the enterprise. Scott also leads Protiviti’s GRC technology development with a core focus on helping clients implement multidisciplinary GRC programs.

DOUGLAS SELLERS Managing Director, Chicago

SCOTT GRACYALNY Managing Director, Chicago

SCOTT WISNIEWSKI Managing Director, Chicago

MEE T T HE T E AMSOFTWARE SERVICES


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

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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.

protiviti.com

tcblog.protiviti.com© 2019 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. PRO-0619-102022d. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.

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INNOVATE TRANSFORM - Protiviti...technology work for you. We leverage emerging technologies and methodologies to innovate, while helping organizations transform and succeed by focusing