Consulting and Management Services

Consulting and Management Services

Company Background Founded in 2006 – Small Minority Owned Business Serving Customers in multiple industries Public Sector Non-Profit Commercial Niche Areas: Management Consulting Enterprise Architecture Customer Relationship Management Strategy & Implementation Case Management Strategy & Implementation Business Intelligence Strategy & Implementation Enterprise Application Integration

Public Sector Designation SBA Designated Small Minority Owned Business SBA 8(a) Certification anticipated in May 2010 NAICS Codes: 541611, 541511, 541512, 541513, and 541519 DUNS #: 627068377 CAGE Code: 4K9P1 PSC/FSC Code: R425 GSA IT 70 Schedule Holder: GS-35F-0516U State of Virginia Small Business Certification: - SWaM 666478 State of Maryland Small Business Certification: MBE/DBE DOT MBE 08-570

Customer and Partner Ecosystem

Corporate Mission Ensure Customer Satisfaction and Deliver Exceptional Value to Our Customers How do we meet this mission? Software Evaluation/Analysis know-how CRM /Business Intelligence expertise Deep industry knowledge Extensive customer experience Comprehensive set of end-to-end services Highly qualified people

Consulting Services Business Solution Expertise Software Evaluation and Analysis Customer Relationship Management & Case Management: Oracle Siebel & Salesforce.com Business Intelligence (BI)/Analytics: Siebel Analytics & Oracle Business Intelligence Enterprise Edition (OBIEE) Implementation Strategic Planning Project Management Solution Design Technical Architecture Integration Upgrade Services Testing End-User Training Operations and Maintenance Enterprise Architecture Improve agency collaboration & customer experience Measurable performance & business outcomes. Alignment of Strategy, People, Process, Technology & Governance

Corporate Customer Experience Software Evaluation, Analysis & Implementation – Business Intelligence & Analytics Blood Donor Relationship Management Disaster and Relief Management Modernizing Inter-Country Adoption Center of Excellence Implementation Solution Engineering Center Implementation MC311 Program Management & Solutions Architecture

Business Intelligence / Enterprise Reporting Evaluated and assessed several COTS Business Intelligence (BI) Tools and manage enterprise reporting implementation that will meet the agency’s current and future enterprise reporting needs. That is to provide the agency and its users a centralized, enterprise level Business Intelligence tool to access multiple data sources. Evaluated four selected COTS BI Tools with the following criteria including: Product Architecture BI Capability - Information Delivery BI Capability - Integration BI Capability - Analysis Section 508 Compliance Vendor viability Scored each BI tool based on the above categories and agency’s high level reporting, technology and enterprise architecture requirements Researched and reviewed Gartner Reports in conjunction with the assessment. Identified stakeholders to participate in vendors’ product demonstration Established Pilots to further evaluate product capabilities and degree of fit against the agency’s requirements including functional, technical and enterprise architecture requirements.

Business Intelligence / Enterprise Reporting Upon conclusion of the assessment, a pilot (Release 1.0) was implemented to further assess BI reporting capabilities of Oracle Business Intelligence Enterprise Edition (OBIEE). Release 2.0 brought the pilot into full production status with additional actionable and intelligent reporting capabilities. Utilized the following standards & methods: USCIS ITLM SDLC Methodology Service Oriented Architecture Federal Enterprise Architecture Leveraged the following technology: OBIEE 10.1.3.4: BI Answers, BI Publisher, BI Scheduler Web Logic Microsoft Active Directory VMWare Oracle RDBMS Performed the following roles & responsibilities: Project Management Requirement Analysis Design, Development, Testing, Deployment, and End User Training Operations and Maintenance

Blood Donor Relationship Management Provided planning, design, and implementation services to ARC’s Blood Donor Relationship Management (DRM) implementation, running Oracle’s Siebel 7.8 CRM and Business Intelligence/Analytics. DRM provides donor market segmentation, campaign, appointment scheduling, CTI and service management capabilities. Produced an “Analysis of CTI Solution Alternatives” deliverable, providing integration options to be used with the DRM application. Provided estimated CTI integration project plans and implementation activities to project managers, department directors and implementation managers. Provided technical architecture, requirements, and design guidance to program management office, department directors, and implementation managers regarding Siebel 7.8 supported CTI solutions and best practices. Provided assessment of Siebel Marketing and Business Intelligence/Analytics business requirements against current and future DRM process and data architectures .

Disaster and Relief Management Assisted with the implementation American Red Cross’ Customer Assistance System (CAS) application running on Oracle’s Siebel 7.7. This is a response and case management application facilitating aid and relief to disaster victims. Assisted with Knowledge Management (KM) of current intake and operational processes. Managed project plans and coordinate activities with program management office, department directors, and managers. Developed CRM implementation best practices and implemented across departments. Assisted in the facilitation of enterprise architectural frameworks, development, and implementation standards. Managed application development cycles and releases. Provided overall technical guidance to technical architecture and development teams. Assisted with assessment of Two-Factor Authentication (T-FA) proof of concepts for piloting identity management solutions.

Modernizing Inter-Country Adoption Implemented electronic Inter-Country Adoption case management system with fully integrated biometric enumeration process. Advise key customer stakeholders and project team members in solution architecture and project management during full implementation lifecycle. Architected and implemented biometric integration solution between the Inter-Country Adoption case management and DHS biometric identification system (US-VISIT IDENT) via USCIS Enterprise Service Bus (ESB). Provided server sizing and architecture planning support during project initiation and maintenance phase. Provided deployment and release planning support to customer and partners.

Center of Excellence (COE) Implementation Established and managed a COE team of technical and business experts with key technology components consisted using Siebel Product Suite (Case Management, Data Analytics, UCM, and UAN) and Tibco, Documentum, Vignette, and backend legacy systems. Developed Siebel application architecture artifacts; maintained Siebel implementation related standards and guidelines. SDLC Architecture Standards Configuration Testing Deployment Dedicated to enable successful USCIS enterprise. Implementations on Siebel Case Management. Established key building blocks and excellence in common data model, architecture standards, and best business and Siebel Application process practices across enterprise with multiple projects.

Solution Engineering Center Implementation Established and managed USCIS SEC - key technology components consisting of Siebel Product Suite (Case Management, Data Analytics, UCM, and UAN) Tibco, Documentum, Vignette, and back-end legacy systems. Implemented a Service Oriented Architecture (SOA) “proof of concept” within the USCIS enterprise. Established and managed USCIS SEC - key technology components consisting of: Siebel Product Suite (Case Management, Data Analytics, UCM, and UAN) Tibco, Documentum, Vignette, and back-end legacy systems Provided preview of new technology. Prototyped and demonstrated Siebel Case Management business use cases. Provided project quick start capability. Increased staff expertise. Provided Knowledge Transfer. Accelerated Time to Market capability.

MC311 Program Management Montgomery County, MD Provided program direction and solutions architecture of the MC311/CRM initiative. Created a Strategy “MC311 Program Blueprint”, driving implementation value based on expected business outcomes, measures and KPI’s Developed and provided on-going refinement to a CRM Business Case and Strategic Plan Identified and recommended: policies, best practices and processes, systems, information management and technology necessary to improve the provision of government services to customers Initiated efforts necessary to communicate the County’s CRM philosophy and direction to decision makers and managers across all County Departments to build consensus for adopting and implementing the CRM Strategic Plan Oversaw and managed the process for acquiring, implementing and integrating software solutions Coordinated the MC311 Systems Technical Staff Organizational Development in conjunction with the Department of Technology Services Coordinated and resolved compatibility issues with the County’s Enterprise Resource Planning (ERP) project Managed the full systems development life cycle (SDLC) of the program: Administration, budget development, planning and scheduling, implementation, project execution, tracking and updating, and contract management

Technology, Frameworks, & Methodologies Enterprise Architecture Siebel CRM & Case Management Oracle Business Intelligence/Siebel Analytics Oracle Databases .NET Federal Enterprise Reference Models

Executive Leadership Alex Guo – Managing Member Mark Damjan – Managing Member John Park – Managing Member

Executive Leadership Profile Alex Guo, CPA – Managing Member Alex is one of the three Founding members of Opus Group LLC. He possesses over 15 years of full life cycle information system implementation experience including project management, CRM solution architecture, ERP solution architecture, business analysis, design, development, testing, training and deployment. His functional, technical and management experience spanned across commercial sector businesses, non-profit organizations and government agencies. His proven thought leadership and experience has earned many customer satisfaction success stories. Prior to founding Opus Group LLC, he held senior level positions in both management consulting and software product companies including PricewaterhouseCoopers (Cooper & Lybrand), Oracle Corporation and Siebel Systems.

Executive Leadership Profile Mark Damjan – Managing Member Mark is an experienced manager and solutions implementation specialist with over 22 years of experience in Information Technology. His experience spans the lifecycle of software products, systems and services. With extensive experience in software implementation, his expertise also includes Services business development, enterprise architecture frameworks, project delivery, system analysis, data modelling, and database application design-development-administration. He also has extensive knowledge managing and implementing business processes and technical solutions on Oracle’s Siebel Customer Relationship Management (CRM), Investigative and Benefits Case management applications and ERP solutions. Mark brings his senior leadership skills in management, Service business development and hands-on implementation from senior level positions in both management consulting and software product companies including Booz Allen Hamilton, Accenture, Oracle Corporation and Siebel Systems prior to co-founding Opus Group LLC.

Executive Leadership Profile John Park – Managing Member John is one of the three Founding members of Opus Group LLC. His 17 years of information technology experience are very diverse and comprehensive. They include project management, enterprise technical architecture, solution architecture, business analysis, design, development and integration. His thought leadership are proven and has produced numerous customer success stories. His functional, technical and management experience spanned across commercial sector businesses, non-profit organizations and government agencies. Prior to founding Opus Group LLC, he held senior level positions in both management consulting and software product companies including Deloitte & Touche Consulting, Clarkson Consulting, Oracle Corporation and Siebel Systems.

Contact Us Headquarters Opus Group LLC 2020 Pennsylvania Avenue, NW # 313 Washington, DC 20006 Phone: (800) 280-6787 (OPUS) Fax: (800) 280-6787 (OPUS) Email: [email protected] Web page: www.opusgroupllc.com