© copyright 2009 lake shore associates, inc. all rights reserved. october 2009 discussion document

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© Copyright 2009 Lake Shore Associates, Inc. All rights reserved. October 2009 Introduction to Lake Shore Associates for U.S. Cellular Discussion Document

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Page 1: © Copyright 2009 Lake Shore Associates, Inc. All rights reserved. October 2009 Discussion Document

© Copyright 2009 Lake Shore Associates, Inc. All rights reserved.

October 2009

Introduction to Lake Shore Associates

forU.S. Cellular

Discussion Document

Page 2: © Copyright 2009 Lake Shore Associates, Inc. All rights reserved. October 2009 Discussion Document

© Copyright 2009 Lake Shore Associates, Inc. All rights reserved.

Why Lake Shore Associates?

About Lake Shore Associates

Team Capability Profiles

Next Steps

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AGENDA

Page 3: © Copyright 2009 Lake Shore Associates, Inc. All rights reserved. October 2009 Discussion Document

© Copyright 2009 Lake Shore Associates, Inc. All rights reserved.

Cultural Fit, Experience and ValueCultural Fit, Experience and Value

Track Record: Since 2005, we have been trusted and proven partners in executing projects successfully throughout US Cellular. We have partnered in key roles with USC leaders on many high-

profile initiatives, and our staff has served USC since 2002.

Experience: We bring a team with experience in Customer Service, Retail, CRM, Wireless Operations, Billing, Web, Logistics,

Product Development and other domains in focus for USCC projects, as well as professional PM skills and training. LSA is also

committed to reviews and mentoring to enhance skills and to continually improve performance.

Partnering: LSA’s success is defined by U.S. Cellular’s success. Our teams are committed to consistency with the Dynamic Organization, supporting team members’ growth,

and to drive focus on the ultimate goals of enhancing customer and associate experience.

Value: LSA understands that USC is making major investments which must yield strong financial results. We

have a demonstrated ability to source and deploy world-class talent, with unmatched backgrounds and experience on a

highly cost-effective basis.

Why Lake Shore Associates?

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Page 4: © Copyright 2009 Lake Shore Associates, Inc. All rights reserved. October 2009 Discussion Document

© Copyright 2009 Lake Shore Associates, Inc. All rights reserved.

Why Lake Shore Associates?

We are passionate about U.S. Cellular’s success!

Unlike many potential partners, for LSA, U.S. Cellular is not just one of many clients, it is our most important client.

Every aspect of how we operate is aligned to our focus on U.S. Cellular’s success: resourcing, execution focus, communication, partnering and a cost-effective staffing and program approach.

We understand what it takes to exceed expectations through our work on years of successful U.S. Cellular programs.

LSA has made available on-site advisors with experience and ability to create impact. We can bring deep and wide skills, and additional leadership talent to support key programs.

With limited budgets and several initiatives, businesses need to use money wisely and resourcefully. The need for value and resourcefulness requires companies to work with partners who bring exceptional value.

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Commitment and ValueCommitment and Value

Page 5: © Copyright 2009 Lake Shore Associates, Inc. All rights reserved. October 2009 Discussion Document

© Copyright 2009 Lake Shore Associates, Inc. All rights reserved.

Why Lake Shore Associates?

About Lake Shore Associates

Team Capability Profiles

Next Steps

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AGENDA

Page 6: © Copyright 2009 Lake Shore Associates, Inc. All rights reserved. October 2009 Discussion Document

© Copyright 2009 Lake Shore Associates, Inc. All rights reserved.

Top-tier consulting experience. Experience working for communications and Tier 1 clients. Hands on project management, implementation and delivery experience. Experience in the range or project domains projected as key for USCC for the

2009-2010 EPM portfolio. Understanding of development and project management methodologies. Track record of client satisfaction. Effectively and efficiently integrate at all levels of a project team.

As a result of our strength, experience and flexibility, Lake Shore Associates proposes to staff individuals who have the following:

About Lake Shore Associates

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Page 7: © Copyright 2009 Lake Shore Associates, Inc. All rights reserved. October 2009 Discussion Document

© Copyright 2009 Lake Shore Associates, Inc. All rights reserved.

Sample Resources from the LSA Team

Name

Project Management Experience

Change Management Experience

Business Analysis

ExperienceTechnical

Experience

Big “4” Consulting Experience Key Qualifications

Sample Clients / Employers

SomMuthana(EPMO, PM Lead)

Significant wireless experience Proven track record for leading EPMO, Change

Management & Product Development teams

U.S. Cellular, Deloitte, Slalom Consulting, Sprint-Nextel, Motorola

Greg Shumski(Engineering PM)

Significant wireless industry focus with background in enterprise architecture, engineering and IT systems integration

U.S. Cellular, UT Starcom, Kaman Corp, General Electric,

Brad Mills(Customer Service Lead)

Telephony and CRM leader Large scale Call Center transformation and

implementation

Avaya, Genesys, Accenture

Pinaki Datta(PM Lead)

Extensive vendor management experience CRM desktop strategy & design lead

IBM & Slalom Consulting, Verizon, Motorola, SBC

SandeepMalhotra(Business Analyst, PMO)

Experienced in analysis & high level designs of new Management Information Systems

Strategic Sourcing Strategist for reducing IT & Consulting costs

Deloitte, Amoco Oil, British Petroleum, Blue Cross Blue Shield, Kmart, General Motors

Kevin Salsberry(Change Mgmt. EPMO)

Track record for leading strategic CRM and Customer Service solution efforts

Extensive wireless & Amdocs experience

U.S. Cellular, BearingPoint & Booz & Allen Consulting, T-Mobile, Bell Canada

Alexander Wisniewski(Business Analyst)

Proven track record leading teams through CRM business process & design sessions.

Strong focus in CRM process modeling, reengineering & implementations

BearingPoint, Exelon, City of San Jose, Orange County Utilities Dept., Cleveland Water Division

Meet our Lake Shore Associates

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Our team is highly flexible. We can reallocate capacity as required to address project workloads.

Page 8: © Copyright 2009 Lake Shore Associates, Inc. All rights reserved. October 2009 Discussion Document

© Copyright 2009 Lake Shore Associates, Inc. All rights reserved.

Name

Project Management Experience

Change Management Experience

Business Analysis

ExperienceTechnical

Experience

Big “4” Consulting Experience Key Qualifications

Sample Clients / Employers

Mindy Ferguson(Business Analyst)

Expertise in business and technology integration, data analysis & migration, billing conversions

Business process redesign

U.S. Cellular, Navigant Consulting, EMC, Sprint/Nextel, Lucent, Cable & Wireless

RaymondYung(Data Architect, SI)

Deep understanding of business intelligence, EDW & solutions architecture.

Proven track record at leading large system & package integrations

Accenture, Pepsi, eBay, Trans Union, Hewlett Packard, Ford Motors

BradleyGoebbert(PM, Business Analyst)

Track record for leading IT integration, development programs

Systems & process analysis and implementation

U.S. Cellular, AON, Andersen Consulting, Riverside Publishing

Jake Izikson(PM, Business Analyst)

Emphasis on business processes, implementation, sales support initiatives and change management

Deep Customer Service & Sales experience

Deloitte Consulting, Lucent, GE, EMC, Blue Care Network,Akamai Technologies

LinaEng(Business Analyst)

Skilled in business process engineering, functional & business requirement analysis

Re-engineering data streams, centralizing & automating processes

U.S. Cellular, Morgan Stanley, CNA, Van Kampen,Metamor Technologies

Salmin Amin(Business Analyst)

Functional skills with a blend of CRM implementations

Process reengineering, full project life cycles experience

Accenture, Verizon, AT&T, Navistar, Wachovia, Blue Cross Blue Shield

MichaelSocha(Business Analyst)

Deep program management & IT professional Systems & process analysis and

implementation

VeriSign, Jenny Craig, Perficient Inc.WinMill Software

Laurie FaithGibson-Aiello(PM Lead, SI, CM, BA)

Telecom, supply-chain & wireless experience Proven track record for leading Project

Implementations, Organizational Change Management and Project Management teams.

U.S. Cellular, ISI Telecom, Ameritech Cellular, Cintas, Lehman Brothers, IBM, Sysco, Wayne County - CPS

Meet our Lake Shore Associates

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Page 9: © Copyright 2009 Lake Shore Associates, Inc. All rights reserved. October 2009 Discussion Document

© Copyright 2009 Lake Shore Associates, Inc. All rights reserved.

Tina Garrity - Lake Shore Associates Program Partner Extensive U.S. Cellular projects experience since 2002. Current B3 O/BSS lead, strong understanding of USCC project environment. Recognized leader in the areas of large scale PMO leadership, program management and team leadership and

development. Deep knowledge of U.S. Cellular operations and infrastructure, BSS, and CRM systems integration. Major program experience at Verizon, AT&T, T-Mobile and other major telecoms.

Lake Shore Associates Program Advisors

Our core Lake Shore Associates Team will be supported by two senior-level advisors.

Each has led large scale carrier programs from integrated technology and business perspectives, and both bring significant U.S. Cellular experience.

Meet our LSA Advisors

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Rob Asen - Lake Shore Associates Program Partner Extensive U.S. Cellular projects experience since 2002. Recently Managing Director in BearingPoint’s Telecommunications & Media Practice. Deep experience establishing and leading PMOs for mission critical projects over $100M for telecommunications

clients. Extensive consulting experience in Telecommunication Billing, Program Management, and Systems & Business

Integration. Large scale & long term experience sourcing, orienting, managing and mentoring consulting resources.

Page 10: © Copyright 2009 Lake Shore Associates, Inc. All rights reserved. October 2009 Discussion Document

© Copyright 2009 Lake Shore Associates, Inc. All rights reserved.

Why Lake Shore Associates?

About Lake Shore Associates

Team Capability Profiles

Next Steps

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AGENDA

Page 11: © Copyright 2009 Lake Shore Associates, Inc. All rights reserved. October 2009 Discussion Document

© Copyright 2009 Lake Shore Associates, Inc. All rights reserved.

Project Manager (PM)Program Advisors (PA) Business Analyst (BA)

Solution Integrator (SI) Technical Architect (TA) Change Management (CM)

Program Leadership is focused on Communications Industry, CRM, Operational Transformation and over all success of the program. Responsible in Customer Experience & Operations, Business Performance Improvement and Project & Program Management.

Skills Include:• Strategy and Management• Performance Management• Program & Project Management • Senior Level Communications• Business Case Development

Project Management professionals are focused on management of the system development lifecycle. Responsible for management of the work plan, budget, resources, scope, and issue & risk escalation process.

Skills Include:• Program & Project Management • Scope Management• Issue/Risk Management• Estimation & Budgeting

Business Analysts are focused on defining business process and requirements. Responsible for business analysis, requirements gathering, process definition, and business re-engineering.

Skills Include:• Program & Project Management • Requirements Gathering• Business Process Re-engineering• Data Analysis

Solution Integrators are focused on defining system integration and business objectives. Responsible for data analysis, data management, system integration and application architecture.

Skills Include:• Program & Project Management • System Integration• Business Process Re-engineering• Data Analysis & Management• Data Modeling• Application Architecture

Technical Architects are focused on infrastructure, networking and standards. Responsible for technical requirements, performance enhancements, development standards and environments (definition, creation and administration).

Skills Include:• Program & Project Management • Call Center and IT Architecture• Performance Tuning• Application Administration• Database Management

Change Management professionals are focused on improving operational effectiveness and adoption of new processes. Responsible for user acceptance, user training, deployment activities and external communications.

Skills Include:• Program & Project Management • Change Management• Business Process Re-engineering• User Training

Team Capability Profiles

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Page 12: © Copyright 2009 Lake Shore Associates, Inc. All rights reserved. October 2009 Discussion Document

© Copyright 2009 Lake Shore Associates, Inc. All rights reserved.

Why Lake Shore Associates?

About Lake Shore Associates

Team Capability Profiles

Next Steps

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AGENDA

Page 13: © Copyright 2009 Lake Shore Associates, Inc. All rights reserved. October 2009 Discussion Document

© Copyright 2009 Lake Shore Associates, Inc. All rights reserved.

Please contact us with questions or comments

Rob Asen

Mobile: 917-687-5129E-mail: [email protected]

Web: www.lsassociates.org

We look forward to continuing our work with you.

We have the right skills, experience and passion to help U.S. Cellular® successfully deliver on its 2009-2010 program commitments.

We appreciate the opportunity to submit this information for your consideration.

Next Steps

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