We are fervent believers in involving our clients every step of the way in developing and deploying our FORTUNE solution, and any other system deployments we have managed in the past. This basic philosophy has proven to be extremely successful in practice, as clients such as Bell Canada would attest. Our approach involves a good deal of 'gating', which keeps the initiative extremely focused and provides clients tangible deliverables every step of the way.

Our implementation approach is comprised of 3 Phases:

Phase 1: Solution Assessment

Over a 2-3 week period, we determine the full range of work associated with a FORTUNE deployment, the associated costs and benefits, and the impacts to the organization. Work done in this initial phase is as follows:

Deliverable:

Business Case - to specify the effort needed to implement a FORTUNE solution, the expected benefits with a FORTUNE deployment and the associated costs, and a project plan for moving forward.

Phase 2: Actual Results Reporting

For those clients with a reasonable Business Case for moving forward with a FORTUNE deployment, we deliver the Results Reporting module of the FORTUNE solution. Over a 10 - 18 week period, we do all of the work necessary to get a working version of the actual Results Reporting capability in place. Some of the work effort during this phase includes:

Deliverable:

A set of standard reports for each level of management that are linked to overall goals. This would normally encompass:

• Productivity by technician and roll up to management by key activity
• Unit costs for key business processes
• Summary of weekly completed activities and hours by key activity by organization and geography
• Best in class comparison, and opportunities by key activities
• Dollars by capital/expense and salary/non-salary by various levels of management
• Dashboard measures to identify quickly if tracking to plan

Phase 3: Forecasting Module

We deliver the Forecasting module of the FORTUNE solution over a 10 - 18 week period, for those clients that require it as determined during Phase 1. During this 10 - 18 week period we do all of the work necessary to design, build and install the forecasting capability. This module is key to linking the work to be done with efficiency and staff requirements, as compared to affordability requirements. This includes the forecasting of:

• Workload by business process, organization, and geography by the lowest entity and consolidating up to the company level
• Efficiency requirements: by business process and by geography
• A staff plan that considers outsourcing of work where profitable, and optimum use of company resources
• Dollar requirements for capital/expense and salaries

Features available within the Forecasting module of FORTUNE include:

• Bottom-up and top-down forecasting with reconciliation functionality
• Consolidation of forecasting from lowest level and deconsolidation from highest level
• Spreading of forecasting data using history or formulas
• Comparisons to affordability requirements
• Powerful modeling capability for optimum scenarios

Deliverables:

1. A forecast and budget plan that considers the work to be done by key activity and geography linked to efficiency, people resources, and dollar requirements.
2. A forecast and budget plan by different management layers in hierarchy and linked to total requirements.
3. Ongoing variance tracking to official view and various management plans.