1. Leaders in Managing Technology Change Leaders in Managing Technology Change The CoreTech Story

3. First Off, We’re Clients!!

12. Our Framework Continuous Improvement Strategy Planning Construction Assimilation TM

15. Day 1 1. Defining the e-business direction Vision, Mission, Values, CSF’s, objectives/metrics. 2. Defining the Current State Market Position, Capabilities Position - In the year 2003, Who will we be? Whom do we serve? What will we be known for? How will we know when we get there? - What are our values? Financial Strength, Industry Knowledge, Creativity, Adaptability/Flexibility... - What are our Success factors? New Customer Accounts, Brand Recognition, Income Growth?... Market Position Capabilities Position Where does Paine Webber fit now? Transformation e-business

16. Day 1: Continued 3. Transforming to e-business state Market Position, Capabilities Position Transforming to “Strategic State” If we could establish this market positioning, what would happen? What would Change? Pull the e-business lever(s) and… Information Marketing & Transactional Content Category Killer Channel Transformation Transaction Processing Event Aggregation Market Segment Aggregation Value Net Integration Operational Efficiency Transformation e-business

18. Day 2 1. Define the Focal Issue Focal Issue (ex.) How will the Internet be embraced by Paine Webber’s stakeholders in 2002? Innovation e-business

19. Day 2 Continued 2. Identify & Group the Driving Forces Questions. What forces are Local to Paine Webber? What forces are outside of our control? How do those outside forces drive those we control? To add rigor to our scenario designs and frame impact to our e-business choices, we need to prioritize and group the forces to validate our thinking. Competitive, Environmental, Political Organizational,Technological, Economic Identify Group To understand the scope and impact of e-business on our industry we need to take a holistic look at the forces that drive our decision making Innovation e-business

23. Planning Phase Overview Current Environment Technology Organization Process People High-Level Implementation Plans 1. Match these up 2. Using 3. To Produce “ GAP Analysis” Planning Components TM Strategy Phase Output Strategy Planning

24. Overall Timing and Requirements Transformation (1 Day) Innovation (1 Day) Strategy Development & Competitive Analysis (13-18 Days) Final Strategy Implementation Plans Assessment of Current Environment (tbd) GAP Analysis (tbd) ~ 20-30 Days Strategy Phase (15-20 Days) Planning Phase (10-15 days)