on-boarding document 1

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Project On-Boarding DocumentAIM Company



© 2011 SAP AG. All rights reserved. 2

On-Boarding Package Objectives

Assure Team members understand:

Company Overview

Logistics

Consultants Guidelines

Consultant Project Performance Evaluation

AIM Company Key Challenges

Overall Scope & ApproachProject Timelines

Detailed Project Scope

General Project Assumptions

Functional Project Assumptions

Technical Project Assumptions




Company Overview

AIM Company

AIM Company is a full-service institution headquartered ...

Recommended Reading

Links to

Link to AIM Company Annual Report 2007




Logistics

AIM Company Project Location

Consultants will work at the <City> location for the Blue Print Phase.

Street

Adress

Website

Accommodation

DO NOT BOOK YOUR OWN HOTEL RESERVATIONS!

Accommodations are provide by the client through an agreement with the <Hotel in City>. This hotel islocated directly across the street from the client site. Every effort should be made to make Hotel reservationstwo weeks prior to an onsite visit and must be facilitated between the client representative and the hotel.Forward your arrival and departure date details to <Colleague> at <Mail>. <Colleague> will confirm thereservation with the client for you and send you a confirmation e-mail. When you arrive onsite take a taxi tothe hotel location.

Link of Hotel:




Logistics

Directions to the AIM Company from the Hotel

Please add City Map




Logistics

Alternative Arrangements

For project resources that will participate in the complete Blueprint phase for the entire 6 months alternativeliving arrangements can be made. The client has identify furnished apartments for those resources that wish

to bring family with them for extended periods. The number of available apartments is limited and availability

is subject to planned travel schedules and expected length of stay as well as arrival date as apartments are

only available on the first of each month. They are rented on a monthly basis and are intended for

resources stay on site for over a month at a time.

To request one of the furnished apartments please forward your arrival and departure date details to

<Colleague> at <Mail>. <Colleague> will confirm the reservation with the client for you and send you aconfirmation e-mail detailing apartment location and key pickup instructions.


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Consultant Guidelines

Blueprint Phase 1 Workshops

Work Week (North American Consultant)

If the schedule starts on Monday consultants are expected to arrive latest 8:30 a.m. Monday morning, leave earliest 4p.m. Friday afternoon.

40 hours per week (for more than 40 hours PM approval is required)

5 days per week onsite at a <Custmer> facility depending on your workshop schedule

When scheduled workshops run over a weekend it is recommended that consultants stay over the weekend onsite.

SO – To be determined. Consultants will be given direction on expenses and time entry once on site.

Work Week (Non North American Consultant) Non North American Consultants are expected to work on-site for the period of 4 weeks


Consultants are expected to be onsite for all required workshops related to their specialty. A detailed schedule is

provided starting on slide 20. Team leads are expected to be onsite for planning activities March 31 to April 11 and for the execution of the workshops related to their specialty. The standard will be two weeks on site and one week off.Some team leads will be three weeks on and one week off based on the scheduling of the initial workshops.

When scheduled workshops run over a weekend it is recommended that consultants stay over the weekend onsite.

SO - To be determined. Consultants will be given direction on expenses and time entry once on site.

Detailed blueprint organizational charts, Phase 1 workshop schedules and individual resource onsite ramp up traveldetails are available starting on page 20.




Blueprint Phases II and III

Work Week (North American Consultant)

If the schedule starts on Monday consultants are expected to arrive latest 9 a.m. Monday morning, leave earliest 4p.m. Thursday afternoon.

If the schedule starts on Tuesday consultants are expected to arrive latest 9 a.m. Tuesday morning, leave earliest4 p.m. Friday afternoon.


4 days per week onsite at a AIM Company facility, 1 day per week remotely


Work Week (Non North American Consultant)

Non North American Consultants are expected to work on-site for the period of 3 weeks and one week remotely.






Expenses

All expenses must comply with SAP travel policy (available on SAP Portal or from the PM)

Global Travel Air Policy

International Travel Policy

North American Travel Policy

SAP Resources - Expenses should be submitted following SAP‟s expense policy

Please print copies of expenses and provide them to the PM (receipts

are not required)

Partner Resources – Expenses should be submitted following contracted processes.

Please provide the PM with a copy of your expenses for approval.

Try to minimize expenses

Book flights in advance (at least 14 days)

Stay in hotels with SAP rates (See Accommodation)

AdministrationSAP Resources - Time and Expenses have to be entered every week by Sunday night latest in ISP

Please provide copies of both to the PM by Monday the following week

Partner Resources – Time and Expenses have to be provided to the PM for review andauthorization every week by Friday afternoon




Dress CodeDress code is business professional dress and we try to keep our appearance one step up from the

customers‟ (dress neatly). Make sure that you have done your homework of reviewing existing documentation before you start

asking questions (avoid unnecessary reiterations).Keep your expert opinion to your area of responsibility, for other areas make sure you provide your

input to the responsible consultant (one consistent message).

All new consulting requirements need to be directed to your SAP Lead (one standard procedure).Regardless of your contracting company, you represent TeamSAP in the eyes of the customer (makeus proud!).

Always support and encourage the other consultants, we are a team and our successes andchallenges are everyone's.

Keep your working area neat and clean (image is everything!)Maintain professional communications at all times, both at the company site and in town. You never

know who is sitting next to you at a restaurant or in the airport.Notify your Lead if your are running late or will be absent

Plan your vacation or absence with your SAP Lead and your AIM Company counterpart, 30 days inadvance of taking the time off



AIM Company Key Challenges

AIM Company is replacing its business solution to provide the flexibility to meet the needs of AIM

Company‟s growing business. The primary business objectives in pursuing core replacement include:

Improved customer experience - more robust customer experience, respond more quickly tocustomer demands for new products and services, and to improve the AIM Company‟srelationship with its customers; An enhanced CIF that is utilized by all channels, business unitsand areas of AIM Company will improve the consistency and allow AIM Company to improve itsknowledge of the customer.

Improved time to market - New products and services can be offered more rapidly.Increased product innovation - A modern platform will allow AIM Company to respond to changes in

product demand and to create more innovative products for customersImproved cost efficiency - Due to the heterogeneous and tightly integrated nature of the current

environment, changes and maintenance are significantly higher cost and/or longer to implementthan for a modern system. A modern platform would improve AIM Company‟s operatingefficiency.

Improved service levels - Moving to a modern system without a batch outage window will allow AIMCompany to improve service levels to all channels



AIM Company Key Challenges (Continued)

Improved scalability - As a high growth organization AIM Company is looking for a solution that is

able to scale, to meet customer demand.Improved integration - Moving to a modern, SOA enabled platform will allow AIM Company to

decrease the effort associated with cross system integration and improve the governanceapplied to enterprise integration.

Eliminate Functional gaps - There are gaps in the functionality of the current system that modernCore Solutions can address. Due to the inflexibility of the current core system, several systemshave been built outside of the core system that would be more appropriate as part of the core.

Link to AIM Company Business Plan 2007 –

2010 http://www.AIM-Company.de



Overall Scope & Approach

The project includes the following solutions:

<SAP Industry>: Deposit, Loan, Collaterals, Syndication Management, Master ContractManagement, Payments, Treasury, Currency Management, Capital Yield Tax, Reserved for Bad Debt, Trade Finance, Analytical Banking, Business Partner, and CRM

<SAP Component>: Financial Accounting, Asset Accounting, Accounts Payable, and ControllingOverall Program Management will be < PM> (Program Director), <PM> (<SAP Industry>), and

<PM> (<SAP Component>).The first twelve weeks of the Blueprinting Phase will be used to determine a detailed scope and

overall implementation plan.

Once the Blueprinting Phase is completed, a refined project plan can be developed, which mayhave an impact on the timeline and budget.

The SAP Consultant(s) assigned to the Project will assist in the implementation of the SAPSoftware and assist Licensee in gaining a better understanding of the SAP Softwareapplications.

The scope of the Services to be provided by the SAP consultant(s) (Consultant(s)) is described inExhibit 1 attached hereto.

Licensee is owner of the Project and is responsible for and controls the implementation, scope,

costs, resources and targeted solutions. Licensee shall designate a Project Manager to workwith the Consultant(s) to facilitate the provision of the Services. It is mutually understood thatbusiness requirements, resources and dates may change. Licensee is responsible for revisingthe estimated Project plans and requesting changes to the requirements for Services.



Core <Industry> Solution Scope for AIM Company

SAP for <Industry> software solutions:

SAP Collateral ManagementSAP Syndications ManagementSAP Deposits ManagementSAP Loans ManagementBusiness Partner SAP Business Intelligence (BI)SAP Currency Management and OptimizationSAP Bank Analyzer SAP Capital Yield Tax (CYT)Misys - Global Trade Finance (Treasury)SAP PI Base EngineSAP Limit ManagementSAP Asset Liability ManagementSAP Reserve for Bad DebtSAP Profitability ManagementSAP Financial Database



SAP <Component> Solution Scope for AIM Company

SAP <Component> Software Solutions Account & Contact Management for FSTotal Commitment Activity ManagementOpportunity ManagementQuotation Management for FSProduct Management incl. Bundles for FSBusiness Rule FrameworkElectronic Credit File (Case Management) Integration in Collateral and LoanManagement Systems (XI Content for FS)Customer Scoring & Credit Rating Request

Sales Force Automation (including Account Management, Contact Management, Activity Management, Opportunity Management)Field SalesInteraction Center Campaign Planning (including List Management)Multi-Channel Campaign Execution (incl. Couponing & Segmentation)Lead ManagementDigital Asset ManagementResource Optimization (Scenario & Forecast planning; Budget & Cost Planning)

E-MarketingCase and Incident ManagementE-ServiceChannel ServiceKnown to be in scope



SAP ERP Solution Scope for AIM Company

FinancialsGeneral Ledger Controlling (Cost Center and Profit Center Accounting)Fixed Asset Management Accounts PayableConsolidationsTreasury



SAP Netweaver Solution Scope for AIM Company

The SAP Netweaver solution is within the Project scope but limited to the following. The

complete solutions will be reviewed during the Project taking into account the associatedassumptions outlined below.

Workflow

The solution will use SAP standard Workflow functionality. The number of workflows will be

validated during the Project.

Authorization/Control

The approximate number of Authorization roles will be determined during the project.

LSMW (Legacy System Migration Workbench)It is recommended that this SAP tool will be used for data conversion. This will be reviewed and

confirmed during the Project.

Transport Management

SAP GUI




Project Timelines

Project Preparation – 10 weeks (Feb 4 – April 11)

Blueprint Step 1 - 5 weeks (Apr 14 – May 14)

Blueprint Step 2 – 8 weeks (May 19 – July 11)

Blueprint Step 3 – 12 weeks (July 14 – Oct 3)




Organization Chart

<Overal l Organization> Use SAP Presentation Wizard

N.N

Portfolio Director

N.N

Program Director

Technical

InfrastructureArchitecture

N.N

Project Manager

Core Banking

Training

N.N

PMO Support

N.N

Team Lead GDC

Loans Deposits

Analytical

Banking

Business

Partner

Business

SupportCRM

TBD

PMO Support

N.N

Portfolio Manager




Organization Chart

<Area 1>

N.N

Project Manager

TBD

Team Lead Loans

LoansReserve for Bad

DebtCollateral

Syndications

Management

N.N

Sr. Consultant

N.N

Consultant

N.N Principal Consultant

N.N

Consultant

TBD

Jr. Consultant

TBD Consultant

N.N

Sr. Consultant

N.Ni

Consultant

TBD

Jr. Consultant

Trade Finance

TBD

Principal Consultant

TBD

Consultant

Use SAP Presentation Wizard




Organization Chart

<Technical & Infrastruc ture>

N.N

Program Director

Development NetWeaver & PISolution

Developers

N.N

Development

Team Lead

N.N

Consultant

N.N

Senior Developer

Functional

TBD

Sr. Dev Consultant

TBD

Dev Consultant

Banking

TBD

Dev Consultant

Banking

TBD

Sr. Consultant

TBD

Solution Developer

Technical

Basis

TBD

Basis Consultant

TBD

Technical &

Infrastructure

Team Lead

TBD

ABAP Dev Lead

Consultant

TBD

ABAP Dev

Consultant





Workshop Schedule

Overall

Mo Tu We Th Fr Mo Tu We Th Fr Mo Tu We Th Fr Mo Tu We Th Fr

April 14, 2008 April 21, 2008 April 28, 2008 May 5, 2008

Mo Tu We Th Fr

May 12, 2008

Business Partner

- Services

- Mobile

- CRM Incentive & Comm Mgmt.

- CRM Account Origination

- CRM Marketing

- CRM CIC

- CRM Sales

CRM

4 Days

April 21 – May 14

2 Days

2 Days

2 Days

2 Days

2 Days

2 Days

2 Days

April 15 – April 18




May 1 – May 2

May 5 –

May 6

May 7 – May 8

May 13 – May 14





Workshop Schedule

Area 1

Deposits

- Syndications Mgmt. &Securitization

- Collaterals

- Reserve for Bad Debt (RBD)

- Loans

Loans

- Master Contract Mgmt.

- Capital Yield Tax (CYT)

- Deposits



Mo Tu We Th Fr

May 12, 2008

April 21 – May 1

5 Days

2 Days

2 Days

April 22 -May 14

6 Days

2 Days

3 Days

4 Days



April 30 –

May 1


April 30 – May 1

May 6 –

May 8

May 9 – May 14





Workshop Schedule

Technical Infrastructure



Mo Tu We Th Fr

May 12, 2008

Technical Infrastructure

- Interfaces / Integration

- Hardware Requirements

- System Landscape

April 15 – May 6

2 Days

2 Days

4 Days consol.



April 18 – April 23 May 5 - May 6






Relevant AIM Company project team members will be available through out the project as per

the staffing model.Network and hardware design and final hardware sizing are responsibility of AIM Company for

this project.Data gathering, normalization and cleansing required for the implementation will be AIM

Company responsibility, unless contracted with SAP Consulting Services. All other SAP functionality, not identified in this document as being in scope, shall be

considered out of scope. AIM Company and SAP project leadership will formally sign off all key project milestones and

phase exit signoffs.Prior to starting the project, the following documents must be executed: an SAP End User

License Agreement, an SAP Professional Services Agreement (PSA) and an SAPStatement of Work (SOW).

Policy decisions will be made within strict turn around guidelines, normally within 24 to 48hours.

SAP proposes a 5-4-3 workweek for the consulting team. Consultants will work a minimum of five 8-hour days per week, 4 days per week onsite at a AIM Company facility, 1 day per week remotely, thereby limiting out of town stays for consultants to 3 or 4 nights per week,

reducing overall travel expenses. AIM Company executive leaders will gain an understanding of Enterprise and CRM Systems

Software and SAP through executive briefings, especially an appreciation of businesschange impacts.

A Steering Committee of Senior Company management will be in place to guide and advisethe Project Team.

All language translations will be provided by AIM Company.





Licensee is responsible for providing appropriate Project resources in a timely and sufficient

manner, including but not limited to equipment, data, information, workspace andappropriate and cooperative personnel, to facilitate the performance of the Services.

Licensee resources are defined in Exhibit 1 of this SOW. The assumptions and Licenseeresponsibilities for this Project are also defined in Exhibit 1 of this SOW.

Licensee agrees that any estimates provided in this SOW may be subject to change if Licensee‟s responsibilities and the Project assumptions are not fulfilled.

Prior to starting the project, the following documents must be executed: an SAP End User License Agreement, an SAP Professional Services Agreement (PSA) and an SAP

Statement of Work (SOW).Policy decisions will be made within strict turn around guidelines, normally within 24 to 48hours.

A Steering Committee of Senior Company management will be in place to guide and advisethe Project Team.

AIM Company will commit the necessary internal resources for project management andprovide a lead to manage the development, execution and knowledge transfer of thechange management and training solutions.





SAP will have access to AIM Company subject matter experts (SMEs), who will be identified

during the Project Preparation phase. Selected SMEs will have the requisite authority tomake decisions regarding materials content and format in their area of responsibility.

SAP will have access to those individuals designated as project sponsors for the purpose of data gathering, validation, assessment and project leadership vision.

AIM Company staff has knowledge of the existing legacy systems from a technical perspective. Additionally, it is anticipated that any support from other AIM Company entities, as mightbe needed (infrastructure, network, desktop support, web-based programming), will beavailable to the project team and will not detrimentally impact the project timeline.

Additionally, AIM Company will provide data-entry resources to load conversion data if it ismutually agreed that this is the most efficient method.

The AIM Company project resource estimates does not include AIM Company resources for testing (e.g., integration testing, user acceptance testing, volume & stress testing, etc.)




Functional Project Assumptions

Assumptions for <SAP Industry>

Utilization of Best Practices for ERP <SAP Component> will be implemented with minimalmodifications.

AIM Company agrees to change their business processes to fit SAP‟s Best Practices.

Assumptions for <SAP Solution>

SAP data bases will not hold all Upload Profile, Session, and Media fields. It will hold only the

fields that are relevant to Rights Management and Contracts. The other fields and thefunctionalities will remain with the current AIM Company systems and will not be migratedto SAP.

Parent Use/Specific Use and Geography are the only rights related restrictions among theRights Model

Domain data and IP Variables. The others are usage related restrictions.Parent Use and Specific Use have a hierarchical relationship - Specific Use nodes are the

"children" of a Parent Use node.

Media ingest, media management, upload profiles, and session data management will not beincluded in scope for the SAP solution. We are assuming that Sample Company Name'MediaSuite functionality will be enhanced to accommodate this functionality. However,relevant fields from upload profiles, sessions, etc. will be included in the media recordinterface with SAP.




Functional Project Assumptions (Continued) -

Sample

Assumptions for SAP <SAP Component –

Functional Area>

Relevant AIM Company resources will be available for „touch points‟ during the implementation in

the following areas: CRM Sales, CRM Service, SAP Financials, Project Systems, SAP BI, MS

Exchange to support CRM Marketing functionality.

Assumptions for SAP <SAP Component – Funct io nal Area>

For Assisted Sales, “out of the box” CRM Internet Sales Application (ISA) will be used.

CRM Sales Application will be used for complete Sales Order Processing. CRM Sales integrates

with backend SAP ERP for the following activities:

Order Fulfillment

Integrating Sales / Service documents with ERP Internal Orders other Cost elements for ERP

Controlling activities.




Functional Project Assumptions (Continued) –

Sample

Assumptions for SAP <SAP Component – Functional Area>

CRM will be integrated to back end SAP ERP for Fulfillment, Billing, and Financial Accounting.

CRM will be master system for all Business Partner and Product Master Data.

CRM Internet Pricing Configurator will be the source of all pricing related information, with data

copied to the SAP ERP system when necessary

Assumptions for SAP <SAP Component – Functional Area>

SAP CRM Service opportunities will be used to trigger creation of Projects in SAP ERP.

Service fees are always at a fixed flat fee.

SAP Solution will not capture actual time and labor associated to service activities.

The Artist Representation scenario and the Emerging Market Business (EMB) scenario will serve

as

The model for other service requirements. CRM Service Products will not be used: SAP ERP Materials will be used for Services.

Service Contracts will not be used. The Service Fee items will be discounted based on Sales

Contract

Pricing Agreements.




Technical Project Assumptions - Sample

1. BW InfoCubes and Queries will not be created for any of AIM Company historical/Legacy

data that remains outside of SAP.2. BI reports will be on-demand only.

3. Regarding any RICEFW (Reports, Interfaces, Conversions, Enhancements, Forms, and

Workflows), AIM Company will formally sign off all generated functional and technical

specifications.

4. The number of Marketing workflows is not currently known and is not included in this

estimate.

5. Outside (unassisted) sales UI will be provided by AIM Company Web UI. The exact detailsfor interfacing with XYZ have not been determined.

6. Requirements for the various Approval Workflows do not include any potential development

of HR Mini-Master. Note this will be confirmed during the Blueprint phase.

7. The AIM Company team will be responsible for creating mock-up data for all testing

8. The complexity of SAP CRM Middleware cannot be estimated at this point and therefore,

additional middleware development might require extra CRM middleware consulting

resources



Thank You!

Contact information:

F name MI. L name

Title

Address

Phone number

on-boarding document 1

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