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eXtropia goals vision strategy_jan_2003

After setting firm-wide strategy and goals in a start-up, it is useful for each department to do the same in order to ensure strategic alignment from top to bottom. Here is an example, though slightly dated, it still is a reasonably good example.

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eXtropia goals vision strategy_jan_2003

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  1. Goals, Vision, Strategies 2003 Selena Sol | selena@selenasol.com | selenasol.com/selena | http://www.slideshare.net/selenasol

  2. Table of Contents 1. EXTROPIA CORPORATE .......................................................................................................... 5 1.1 Mission .................................................................................................................................. 5 1.2 Measurable Goals ................................................................................................................. 5 1.3 Branding ................................................................................................................................ 5 1.4 Strategies .............................................................................................................................. 5 1.5 Strengths and Weakness ...................................................................................................... 5 2 INFRASTRUCTURE TEAM ......................................................................................................... 7 2.1 Global Team .......................................................................................................................... 7 2.1.1 Mission .......................................................................................................................... 7 2.1.2 Measurable Goals ........................................................................................................ 7 2.1.3 Branding ....................................................................................................................... 7 2.1.4 Strategies ...................................................................................................................... 7 2.1.5 Action Items ................................................................................................................... 8 2.1.6 Strengths and Weakness ............................................................................................... 8 2.2 Office Sys Sub-Team ............................................................................................................ 8 2.2.1 Mission .......................................................................................................................... 8 2.2.2 Measurable Goals ........................................................................................................ 8 2.2.3 Branding ....................................................................................................................... 8 2.2.4 Strategies ...................................................................................................................... 9 2.2.5 Action Items ................................................................................................................. 9 2.2.6 Strengths and Weakness ............................................................................................ 9 2.3 Project Support Sub-Team .................................................................................................... 9 2.3.1 Mission .......................................................................................................................... 9 2.3.2 Measurable Goals ...................................................................................................... 10 2.3.3 Branding ..................................................................................................................... 10 2.3.4 Strategies .................................................................................................................... 10 2.3.5 Action Items ............................................................................................................... 10 2.3.6 Strengths and Weakness .......................................................................................... 10 2.4 Deployment and R&D Sub-Team ........................................................................................ 11 2.4.1 Mission ........................................................................................................................ 11 2.4.2 Measurable Goals ...................................................................................................... 11 2.4.3 Branding ..................................................................................................................... 11 2.4.4 Strategies .................................................................................................................... 11 2.4.5 Action Items ............................................................................................................... 11 2.4.6 Strengths and Weakness .......................................................................................... 11 3 FINANCE TEAM......................................................................................................................... 12 3.1 Mission ................................................................................................................................ 12 3.2 Measurable Goals ............................................................................................................... 12 3.3 Branding .............................................................................................................................. 12 3.4 Strategies ............................................................................................................................ 13 3.5 Action Items ......................................................................................................................... 13 3.6 Strengths and Weakness .................................................................................................... 13 4 PRODUCT DEVELOPMENT ..................................................................................................... 14 4.1 Mission ................................................................................................................................ 14 4.2 Measurable Goals ............................................................................................................... 14 4.3 Branding .............................................................................................................................. 14 4.4 Strategies ............................................................................................................................ 14 4.5 Action Items ......................................................................................................................... 15 4.6 Strengths and Weakness .................................................................................................... 15

  3. 5. PROJECT MANAGERS ............................................................................................................ 16 5.1 Mission ................................................................................................................................ 16 5.2 Measurable Goals ............................................................................................................... 16 5.3 Branding .............................................................................................................................. 16 5.4 Strategies ............................................................................................................................ 16 5.5 Action Items ......................................................................................................................... 16 5.6 Strengths and Weakness .................................................................................................... 16 6. PROJECTS ............................................................................................................................... 18 6.1 Mission ................................................................................................................................ 18 6.2 Measurable Goals ............................................................................................................... 18 6.3 Branding .............................................................................................................................. 18 6.4 Strategies ............................................................................................................................ 18 6.5 Action Items ......................................................................................................................... 18 6.6 Strengths and Weakness .................................................................................................... 19 7. QUALITY CONTROL (QA/TESTING/SUPPORT AND MAINTENANCE) ............................... 20 7.1 Mission ................................................................................................................................ 20 7.2 Measurable Goals ............................................................................................................... 20 7.3 Branding .............................................................................................................................. 20 7.4 Strategies ............................................................................................................................ 20 7.5 Action Items ......................................................................................................................... 20 7.6 Strengths and Weakness .................................................................................................... 21 8. PROTOTYPING......................................................................................................................... 22 8.1 Mission ................................................................................................................................ 22 8.2 Measurable Goals ............................................................................................................... 22 8.3 Branding .............................................................................................................................. 22 8.4 Strategies ............................................................................................................................ 22 8.5 Action Items ......................................................................................................................... 22 8.6 Strengths and Weakness .................................................................................................... 23 9. SALES ....................................................................................................................................... 24 9.1 Mission ................................................................................................................................ 24 9.2 Measurable Goals ............................................................................................................... 24 9.3 Branding .............................................................................................................................. 24 9.4 Strategies ............................................................................................................................ 24 9.5 Action Items ......................................................................................................................... 24 9.6 Strengths and Weakness .................................................................................................... 25 10. MARKETING ........................................................................................................................... 26 10.1 Mission .............................................................................................................................. 26 10.2 Measurable Goals ............................................................................................................. 26 10.3 Branding ............................................................................................................................ 26 10.4 Strategies .......................................................................................................................... 26 10.5 Action Items ....................................................................................................................... 26 10.6 Strengths and Weakness .................................................................................................. 26 11. ADMIN ..................................................................................................................................... 28 11.1 Mission .............................................................................................................................. 28 11.2 Measurable Goals ............................................................................................................. 28 11.3 Branding ............................................................................................................................ 28 11.4 Strategies .......................................................................................................................... 28 11.5 Action Items ....................................................................................................................... 28 11.6 Strengths and Weakness .................................................................................................. 28 12. HUMAN RESOURCES ........................................................................................................... 29 12.1 Mission .............................................................................................................................. 29 12.2 Measurable Goals ............................................................................................................. 29

  4. 12.3 Branding ............................................................................................................................ 29 12.4 Strategies .......................................................................................................................... 29 12.5 Action Items ....................................................................................................................... 29 12.6 Strengths and Weakness .................................................................................................. 30 13.1 MIssion .............................................................................................................................. 31 13.2 Measurable Goals ............................................................................................................. 31 13.3 Branding ............................................................................................................................ 31 13.4 Strategies .......................................................................................................................... 31 13.5 Action Items ....................................................................................................................... 31 13.6 Strengths and Weakness .................................................................................................. 31 14. MANAGEMENT ...................................................................................................................... 32 14.1 Mission .............................................................................................................................. 32 14.2 Measurable Goals ............................................................................................................. 32 14.3 Branding ............................................................................................................................ 32 14.4 Strategies .......................................................................................................................... 32 14.5 Action Items ....................................................................................................................... 32 14.6 Strengths and Weakness .................................................................................................. 32 15. PRODUCT DEVELOPMENT MANAGEMENT ....................................................................... 33 15.1 Mission .............................................................................................................................. 33 15.2 Measurable Goals ............................................................................................................. 33 15.3 Branding ............................................................................................................................ 33 15.4 Strategies .......................................................................................................................... 33 15.5 Action Items ....................................................................................................................... 33 15.6 Strengths and Weakness .................................................................................................. 33 16. DESIGN ................................................................................................................................... 34 16.1 Mission .............................................................................................................................. 34 16.2 Measurable Goals ............................................................................................................. 34 16.3 Branding ............................................................................................................................ 34 16.4 Strategies .......................................................................................................................... 34 16.5 Action Items ....................................................................................................................... 34 16.6 Strengths and Weakness .................................................................................................. 34 17. COMMUNITY DEVELOPMENT (PERL AND JAVA ADT) ..................................................... 35 17.1 Mission .............................................................................................................................. 35 17.2 Measurable Goals ............................................................................................................. 35 17.3 Branding ............................................................................................................................ 35 17.4 Strategies .......................................................................................................................... 35 17.5 Action Items ....................................................................................................................... 35 17.6 Strengths and Weakness .................................................................................................. 36 18. BUSINESS DEVELOPMENT .................................................................................................. 37 18.1 Mission .............................................................................................................................. 37 18.2 Measurable Goals ............................................................................................................. 37 18.3 Branding ............................................................................................................................ 37 18.4 Strategies .......................................................................................................................... 37 18.5 Action Items ....................................................................................................................... 37 18.6 Strengths and Weakness .................................................................................................. 37 19. KL TEAM ................................................................................................................................. 38 19.1 Mission .............................................................................................................................. 38 19.2 Measurable Goals ............................................................................................................. 38 19.3 Branding ............................................................................................................................ 38 19.4 Strategies .......................................................................................................................... 38 19.5 Action Items ....................................................................................................................... 39 19.6 Strengths and Weakness .................................................................................................. 39

  5. 1. eXtropia Corporate 1.1 Mission We make profit now and in the future by designing and building products that are used primarily by financial institutions to provide banking services to businesses and byhelping systems integration (SI) partners (sometimes internal eXtropia SI groups) to implement those products. 1.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1. Jan – Jan profit after tax (PAT) of 3M SGD 2. Delivery of Version 2 of eXtropia ACE, eXtropia Trade, eXtropia CM2, and eXtropia Treasury 3. Set up self-sustaining Malaysian operations 4. 1 new major (>1M revenue) account in Thailand, Malaysia, and Singapore 5. At least 2 new major (>1M revenue) distribution partners 6. At least 1M revenue from existing clients 1.3 Branding Our brand is defined by 4 elements: 1. Business driven technology 2. Expertise (domain, security, and technology) 3. Quality & Support 4. Support of customers and partners 1.4 Strategies There are 7 key strategies that will define the activities of eXtropia in 2003 Strategy Importance Sense of urgency/ownership (everyone thinks like a shareholder) Develop sales and marketing Projects -> Products Develop mid-level management Expand regionally (KL and Thailand) Preparation for IPO 2005 Enhance Channel management 1.5 Strengths and Weakness Strength Breadth of products Regional diversification High technical prowess Urgency 1 1 2 4 5 6 7 3 2 6 5 4 7 3 Weakness Lack of product depth Too reliant on key customers Not enough domain knowledge across

  6. the company and within all required domains. Inexperienced mid-level management team Deterioration of brand and delivery Problems with too much micro management Not enough sales channels Committed staff Good guerilla marketing Strong operations Excellent track record

  7. 2 Infrastructure Team The Infrastructure team is divided into three sub-groups  Office Sys  Projects Support  Deployment/R&D 2.1 Global Team 2.1.1 Mission Create and maintain infrastructure-related services that ensure a productive and efficient environment for internal teams and clients and/or partners 2.1.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1. 95% uptime office infrastructure 2. 90% uptime of project infrastructure 3. Average response time < 20 minutes 24x7 2.1.3 Branding Our brand is defined by 3 qualities: 1. Reliable and Recoverable 2. Professional 3. User friendly 2.1.4 Strategies There are 7 key strategies that will define the activities of the team in 2003 Strategy Importance Implement RFC -> Project -> SOP methodology across the board Complete SOPs Implement new infrastructure services with quality assurance Standardized deployment process across all clients/projects To have a process/standard responding to infrastructure-related items Define security policies Standardized procedures/policies for preventive maintenance Urgency 6 7 4 6 7 1 1 3 2 2 3 5 4 5

  8. 2.1.5 Action Items Action Item Handover team management to Ray Identify what SOP work remains Develop 2003 budget (poor, ok, ideal versions) Ray Develop Progress Report Template 121s 2.1.6 Strengths and Weakness Strength Solid technical knowledge Who Eric and Ray Ray When Done April Done Done Done Ray Ray Weakness Still some gaps between team members’ technical skill More skilled member of the team tends not to trust the less skilled ones with certain tasks. Hard to manage! Too “loud” sometimes. In most cases, a team member can stand in for another Brilliant team members Initiative/Proactive 2.2 Office Sys Sub-Team 2.2.1 Mission Ensure that office infrastructure supports the needs of day-to-day operations including  E-mail  File management  Network  Telephony  Security and virus protection  PC support  Backup/Disaster Recovery  Remote Access 2.2.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1. 95% Uptime 2. Average response time < 20 minutes 24x7 2.2.3 Branding Other than the three brands defined by the global team, our brand is defined by two qualities: 1. Fast Response

  9. 2. Friendly Support 2.2.4 Strategies There are 2 key strategies that will define the activities of the team in 2003 Strategy Implement RFC -> Project -> SOP Complete SOPs 2.2.5 Action Items Action Item Test Disaster Recovery capability Re-implement Virus Spot checking Pager spot checks Develop process to ensure security updates Develop a report for weekly log monitoring Edit outstanding SOPs (Eric has them) Complete outstanding SOPS (Proxy and Caching, Web Sever, Network Monitoring) Format all SOPs to Rita’s format Complete move to NT domains Decide if we need to switch ISPs Execute process for Network Monitoring SOPs for Security and Preventive Measure Importance 1 2 Urgency 1 2 Who Ray Ray Ray Ray Ray Ray Team When June 30 Apr 30 Apr 30 July 31 July 31 May 31 Done Ray Swee Tat Ray, ST, and PC Swee Tat Swee Tat and Phillipe May 31 Apr 30 Apr 30 Done TBD 2.2.6 Strengths and Weakness Strength Solid technical knowledge Weakness Sometimes impatient with request from truly clueless users Not enough SOPs in place (handover will be difficult). Tend to stray if not managed closely Can be undermanned sometimes due to demanding projects Present in the office during odd hours too sometimes Approachable personality Intelligent Versatile: able to take a different role (prototype, development) Responsible—contactable during odd hours 2.3 Project Support Sub-Team 2.3.1 Mission Support the requirements of project teams in the eXtropia office or on customer sites including:

  10.  Testing  Design, Implementation, and Management of Development and Staging Environments  Deployment and Systems Integration 2.3.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1. 90% Uptime 2. Average response time < 20 minutes 24x7 2.3.3 Branding Other than the three brands defined by the global team, our brand is defined by one quality: 1. Expertise 2.3.4 Strategies There are 2 key strategies that will define the activities of the team in 2003 Strategy Build Support for 3rd party SI Teams Complete SOPs 2.3.5 Action Items Action Item Implement easy to use solution for external access to internal file system Identify points for strong Infrastructure support and develop SOPs accordingly Work on Support Plan for 3rd Party SI Teams Importance 1 2 Urgency 1 2 Who Philippe When Apr 30 Infra June Ray, Infra, Eric and/or Dave May 2.3.6 Strengths and Weakness Strength Have genuine care in making things better Helpful to developers Weakness Still relatively disorganized—need some procedures and plans in place. Have nothing in place currently for 3rd party SI teams. Messy project environment since it’s in the same machine as everything else. Able to provide input not only from infra perspective, but also development perspective.

  11. 2.4 Deployment and R&D Sub-Team 2.4.1 Mission Identify, design, and build infrastructure tools and components that 1) support products, 2) support deployment, or 3) can be sold as products as well as develop and manage deployment standards and procedures to ensure that the Project Support Team is as efficient as it can be. 2.4.2 Measurable Goals Success in 2003 will be measured according to the following criteria:  Successful deployment, not more than 10% lateness in deployment phase.  Rapid deployment features for all eXtropia products. 2.4.3 Branding Other than the three brands defined by the global team, our brand is defined by two qualities: 1. Leading-edge 2. Ease of use 2.4.4 Strategies There are 2 key strategies that will define the activities of the team in 2003 Strategy Define Business Plan Complete SOPs 2.4.5 Action Items Action Item Deployment process standardization Come up with testing environment testing 2.4.6 Strengths and Weakness Strength Proactive Importance 1 2 Urgency 1 2 Who Phillipe Phillipe When May 31 Apr 30 Weakness Loud, may not be very tactful sometimes. May not suggest the most practical solution at times. Will be pulled in at times to do office system tasks and other things. Striving for technical excellence

  12. 3 Finance Team 3.1 Mission Ensure that business units are provided with accurate, timely, and appropriate financial services and information. Specifically, we: 1. Structure and manage a day-to-day bookkeeping system to a point where the input of errors is minimized, while ensuring optimal check and balances. 2. Identify and implement financial strategies to maximize use of working capital and cash flow. 3. Set up time and cost effective means to gather information and data needed for business analysis and decision-making. 4. Provide an intelligent and appropriate analysis of the data in clearly written reports for: a) The management team on a weekly basis that enhances their ability to make decisions, to define strategy, and manage operations. b) The board on a quarterly basis to allow it to analyze return on investment and forecast future growth 3.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1) Accountant takes over the accounting process: which includes monitoring billings and receivables, and updating the accounts. 2) Regular on time reports sent to group CFO weekly, and weekly financial progress report submitted which is clear, accurate and up to date. 3) Measures to allow cost analysis to be implemented, and results used for proposal writing, and price setting for future products. 4) Finance dept moves away from mere book keeping, and suggests strategies for long-term planning. 5) Planning for 2003/4 – cash flow and budget projections to be in place for planning and strategy. 3.3 Branding Our brand is defined by four qualities: 1. Accuracy of data – financial data is only useful if relied upon. To be reliable it must be accurate consistently. 2. Timeliness of reporting – financial data and analysis only has relevance if it is delivered in time for the right action to be taken in time. 3. Usefulness and depth of analysis – financial analysis needs to be more right than not, and really essential to daily operations as well as projections.

  13. 4. Appropriateness of action taken following analysis and decisions made – the numbers must have meaning, and actions taken must be proportional to what they say. 3.4 Strategies There are 5 key strategies that will define the activities of the team in 2003 Strategy Redefine roles – not just numbers crunching Evolve from cash mgmt to cash budgeting Adopt professional standards for IPO Set up processes to analyze cost of sales Set up means to gather info for reports 3.5 Action Items Action Item Define Board report templates Investigate grant opportunities Teach Budgeting workshop for mgrs Develop cost analysis system Develop profit analysis system 3.6 Strengths and Weakness Strength Good practical set of accounts – closely matches operational needs Detailed spreadsheets, good records Cash closely managed Simple system Importance 1 5 2 3 4 Urgency 4 5 1 2 3 Who Accountant and Hsien Accountant Hsien and Accountant Accountant Accountant When Mar 01 Mar 15 Jan 15 Mar 15 Mar 15 Weakness Limited understanding of accounting concepts, reporting is difficult Data not easy to use for planning Cash flow unpredictable Lacks info for analysis

  14. 4 Product Development 4.1 Mission Identify, design, and build products that can be 1) sold through eXtropia sales and marketing channels, 2) implemented by our SI partners (including internal), 3) satisfies the requirements of marketing and sales, and 4) that applies relevant business and technology innovation based on unbiased research. 4.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1. Delivery of products on time and on budget, based on proper software development process. 2. Software Development Process in place, tailored for Product. 4.3 Branding Our global brand is defined by 5 qualities: 1. Innovative from a business perspective (not techies) – value add 2. Secure and Bug Free 3. On time, on budget, high quality 4. Works closely with ALL departments 5. Easy-to-use Products (customers and Bank IT) – User-oriented 4.4 Strategies There are 8 key strategies that will define the activities of the team in 2003 Strategy Importance Define and implement Product Dev Process Complete Host Emulator Complete ACE V2 Complete CM2 V2 Complete Trade Finance V2 Complete Fees Module Complete ACE V3 MS Integration BSSO->ACE Sample App Fully customized drop downs Consistent research on market, industry and technology Urgency 1 6 4 3 5 6 7 8 2 1 3 4 5 7 2 8

  15. 4.5 Action Items Action Item Meeting to define a Product Development process (RFC to be produced) Who eXtropia developers (led by Cassandra) eXtropia developers (led by Stephan) Ray When Jan 15th Feb 11th Define research methodology and process (RFC to be produced) Define job scopes for Product developers TBD 4.6 Strengths and Weakness Strength Solid technical knowledge. Weakness The less senior members of the team are still too technology-oriented. Some of the decision will be dictated by business—may not always be ideal for products. The senior member of the team is separated from the team geographically. Have the luxury of following a more proper software development process. The senior member of the team is a technical guru with very strong domain/business knowledge.

  16. 5. Project Managers 5.1 Mission Deliver solutions on-time, on-budget, to the specifications, and to the quality standards defined by our corporate brand. In addition, provide CRM to keep customers happy and to develop follow-on sales that can be handed over to sales to follow up. 5.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 5.3 Branding Our global brand is defined by three qualities: 1. On-time, on-budget, on-quality 2. We are not tech consultant, but business consultants. 3. Better than the specs 5.4 Strategies There are 2 key strategies that will define the activities of the team in 2003 Strategy Importance Rebuild the team Enhance project direction 5.5 Action Items Action Item Recruit senior project manager in KL Identify other members of KL team to help with PM work Work out weekly agenda for project meeting Start weekly project meeting Improve KL team business knowledge – possible KL Book Club 5.6 Strengths and Weakness Strength Integrity - Customer believes what our PMs say when issues occur and that we do things in their best interest as we see them Technical capability – customer Urgency 1 2 1 2 Who Chin Wan Chin Wan When Mar 31 Jan 31 Ching & Chin Wan Jan 20 Chin Wan Chin Wan Jan 20 Feb 14 Weakness Lack of sense of urgency, control necessary to deliver on time Lack of business knowledge other than

  17. respects our PMS when they speak up Relationship management – customer feels comfortable communicating with our PMs direct projects worked upon Lack of consistent on-going project analysis (risks, dependencies etc.) Lack of sales acumen (tactical and strategic sales experience)

  18. 6. Projects 6.1 Mission Deliver solutions on-time, on-budget, to the specifications, and to the quality standards defined by our corporate brand. 6.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1. The average delay in project delivery is not more than 10%. 2. Software Development Process in place, tailored for Product. 6.3 Branding Our global brand is defined by two qualities: 1. On-time 2. We are not tech consultant, but business consultants. 6.4 Strategies There are 4 key strategies that will define the activities of the team in 2003 Strategy Importance Define and implement Software Dev Process Technical Skill Improvement Improve Collective Ownership & Knowledge Transfer Process Improve Business Knowledge 6.5 Action Items Action Item Define job descriptions for all levels of developers Define Software Development Process Urgency 1 2 2 3 1 3 4 4 Who Ray When Jan 21 Ray Finalize in February Done. Roadmap coming next week. Ongoing Ongoing Finalize ADT vrs Struts Ray Cross Train developers Business Training Ray Book Club and more to come

  19. 6.6 Strengths and Weakness Strength All team members in one location Weakness Doesn’t currently have a senior team member like Product Development Team has. Some members are relatively junior Too much handholding by senior member at times. Still too technology-oriented. Overall solid technical skill Strong team spirit

  20. 7. Quality Control (QA/Testing/Support and Maintenance) 7.1 Mission Ensure that products meet the expectations of clients in terms of bugs/bug management, performance, ease-of-use, and functionality. Continuously improve and strive for premium standard on both project and product deliveries. 7.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1. The number of bugs found in the UAT for projects (after internal testing) 2. The number of bugs reported for the products after its release 7.3 Branding Our global brand is defined by four qualities: 1. Timely and accurate 2. Positive, friendly, and professional 3. Meticulous 4. High quality assurance 7.4 Strategies There are 3 key strategies that will define the activities of the team in 2003 Strategy Importance Define a QA process and procedures Improve testing skills by building technical knowledge Constant participation of QA team during And product development process 7.5 Action Items Action Item Meeting to define QA process and procedures (ie SOPs) Urgency 1 2 1 2 3 3 Who EXtropia developers (led by JC) JC JC and Philippe When Jan 28th Feb 4th Feb 18th RFC: QA SOPs Acquire technical knowledge from Infrastructure team Attend relevant technical courses to improve testing skills QA milestones for each project and product development Constant testing and feedback on all software development in progress JC TBD JC and developers TBD JC and developers TBD

  21. Deliveries of test plans for each project and product JC TBD 7.6 Strengths and Weakness Strength Meticulous Has the drive to improve the situation Weakness May be to “stiff” in certain situation Potentially undermanned Currently no procedures in place.

  22. 8. Prototyping 8.1 Mission Primarily, to provide HTMLized user interfaces and demos with embedded workflow according to specifications defined by product development, marketing, and sales; and secondarily, to provide timely graphical and HTML support to developers on ongoing and new projects. 8.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1. Come up with look & feel concept boards for new project within 7 working days 2. Interfaces and workflows which require not more than 2 click-throughs 3. Slice and dice a HTML template within 8 hours 4. Produce simple, yet pleasing Flash designs within 1 day 5. (Barb to) Spend no more than 15 minutes on editing Jason’s written work 6. Able to implement one Javascript in a HTML page within 2 hours 8.3 Branding Our global brand is defined by 5 qualities: 1. Banking (product specific) domain knowledge 2. Innovative business solutions 3. User-friendly workflows and interfaces (for users and administrators) 4. Comprehensive demos that “look and behave like real” 5. Fast, clean, accurate work and on-time delivery 8.4 Strategies There are 5 key strategies that will define the activities of the team in 2003 Strategy Importance Improve design skills for user interfaces 1 Improve domain knowledge 2 Expand network of banking experts from 3 whom knowledge can be gained Improve Javascript skills 4 Improve graphics software application 5 8.5 Action Items Action Item Talk to Ching and other people about behind-the-scenes bank processing and approval processes for various facilities once a fortnight (1 hour sessions) Dissect, study and test Javascripts Urgency 3 2 1 4 5 Who Barb/Jason When Jan 07 – Dec 31 Barb/Jason Jan 01 –

  23. once a week (1 hour sessions, every Friday) Barb to help Jason improve English skills by giving and assessing reading and comprehension assignments (1 hour sessions, once a month) Improve proficiency in Flash (self-study, Study books on website graphic design (self-study, quarterly presentations with peer ratings) quarterly presentations with peer ratings) Improve proficiency in PhotoShop (self- study quarterly presentations with peer ratings) Learn Flash basics(self-study quarterly presentations with peer ratings) Dec 31 Barb/Jason Jan 01 – Dec 31 Barb June 30 Jason June 30 Jason August 1 8.6 Strengths and Weakness Strength Fast, clean coding Solid HTML coding skills Good communication skills (Barb) Weakness Javascript Flash Poor communication skills (Jason)

  24. 9. Sales 9.1 Mission Close deals that 1) generate high profit margins and 2) support marketing and business goals. 9.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1. Jan – Jan profit after tax (PAT) of 3M SGD 2. 1 new major (>1M revenue) account in Thailand, Malaysia, and Singapore 3. At least 2 new major (>1M revenue) distribution partners 4. At least 1M revenue from existing clients 9.3 Branding Our brand is defined by five qualities: 1. Listens to customer 2. Awareness of eXtropia’s internal concerns – product readiness, resourcing, legal responsibilities, capabilities and profitability. 3. Domain and technology expertise 4. Flexibility 5. Honesty 9.4 Strategies There are 4 key strategies that will define the activities of the team in 2003 Strategy Importance Make reporting a priority Develop Sales Collateral (guides, demos) Build a team and get them out there Get pipeline to 20 Million 9.5 Action Items Action Item Define 2003 Sales Budget Complete Security Whitepaper Genericize Kok Wei’s S&M docs Develop Deployment Guide API docs for 3rd parties Hire senior sales babe 3 Qualified leads in Bangkok Update Sales Brochures Update Sales Guide/SOP Urgency 1 1 1 1 1 1 1 1 Who Eric Dave Dave Dave Dave Eric Eric Dave Dave When Feb 15 Apr 01 Apr 01 Apr 01 Apr 01 Mar 01 Apr 15 Mar 01 Mar 15

  25. 9.6 Strengths and Weakness Strength High calibre team Support from upper management Good existing channels and brand Weakness Not enough sales tech support Too few sales people

  26. 10. Marketing 10.1 Mission Create the right setting for the sales team to sell their products. To work with Product Development to identify products people will pay money for. Provide market intelligence to other groups. 10.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1. Develop one new media relationship in Bangkok or targeted city 2. Get WebWare published in Bangkok 3. Jointly organize two events with channel partners or clients 4. Develop one new relationship with an IT group (like LUGS) in Bangkok 5. Develop better relationship with The Asian Banker journal or equivalent; either get published or co-organize an event. 10.3 Branding Our global brand is defined by four qualities: 1. Ubiquity 2. Street smarts 3. Technology smarts 4. Cool 10.4 Strategies The following key strategy will define the activities of the team in 2003 Strategy Importance Improve Reporting 10.5 Action Items Action Item Exchange with PK Deal Define 2003 Marketing Budget Update Marketing Plan for 2003 Get WebWare into Bangkok Press Quarterly brainstorming meetings Improve market intelligence Build external relationships 10.6 Strengths and Weakness Strength Guerilla marketing Urgency 1 1 Who Li Yuen Li Yuen Eric, LY, and Dave Li Yuen Dave When Jan 01 Jan 15 Mar 15 Mar 15 Weakness Relationship with main newspapers

  27. and business newspapers in Singapore, KL, Bangkok, Jakarta and the rest of Asia Relationship with Computer publications in Bangkok, Jakarta and other countries that eXtropia may be venturing into Relationship with banks and banking related publications Banking domain knowledge Relationship with Computer publications in Singapore & KL Relationship with Singapore event organizers Relationship with bookshops in Singapore and KL Relationship with IT groups in Singapore and KL Market intelligence Relationship with event organizers, bookshops and IT groups in Bangkok and Jakarta etc Imprecise positioning Defocused by extradepartmental tasks Strong brand awareness Good marketing skill sets

  28. 11. Admin 11.1 Mission Keep the company running as smoothly, as efficiently, as securely and as economically as possible. 11.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1) Creating/updating simple spreadsheets that can be viewed easily and capable of being updated and changed easily. 2) Weekly submission of status updates for HR and Admin progress report. 3) Monthly submission of office budget 11.3 Branding Our global brand is defined by 5 qualities: 1. Efficient – we save time, money and resources 2. Easy to use (simple to update, and manage) 3. Consistent 4. Professional 5. Smart action, not dumbly following rules. 11.4 Strategies There are 5 key strategies that will define the activities of the team in 2003 Strategy Importance Define roles and goals for team Streamline processes Clarify lines of reporting and authorization Create pro-active and intelligent mind-set Increase feedback and reporting 11.5 Action Items Action Item Write job descriptions and define goals Define line of authority Plan monthly budget for supplies Monthly admin meeting Urgency 1 2 3 4 5 1 2 3 4 5 Who Hsien Hsien Linn Rita When Jan 15 Jan 10 Jan 3 First Monday 11.6 Strengths and Weakness Strength Clearly defined rules and procedures Good record keeping Dedicated, hardworking team Weakness Not all procedures efficient Spreadsheets hard to change, update Need more initiative and thinking

  29. 12. Human Resources 12.1 Mission Provide company with the best people possible within the budget and keep them happy, motivated and improving through good policies and management. 12.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1. A fair and consistent performance appraisal method implemented to monitor / chart staff performance by end March. 2. Select deserving employees through performance appraisals for year end rewards 3. Maintain happy, stable workforce with minimal conflicts. Organize 4 staff activities this year (one per quarter), low on cost, high on fun, to increase staff interaction and togetherness. 4. Harmony between management and staff 12.3 Branding Our brand is defined by 4 qualities: 1. Consistent and fair 2. Receptive to feedback 3. Cost-aware but not cost-obsessed 4. Pro-active in making change 12.4 Strategies There are 4 key strategies that will define the activities of the team in 2003: Set quality standards that is clear, quantifiable and agreed by all. Annually (and periodically when needed) define job descriptions and goals for all staff. Recognize training and growth needs of people, and find ways to meet these needs, or plan for them. Draft contracts as well as establish policies and practices that will maximize mutual benefit and minimize potential conflict Strategy Importance Improve Reporting Set Quality Standards Performance Appraisal Training and growth Contracts and policies 12.5 Action Items Action Item Set up Appraisal system Urgency 1 1 2 4 3 1 1 2 4 3 Who Ching When Mar 31

  30. Update Handbook Job descriptions Training and Coaching Hsien Hsien Hsien & Ching Done Apr 30 Ongoing 12.6 Strengths and Weakness Strength Young company with young team that allows flexibility in implementing new approach towards HR policies Dynamic team of staff who can cross pollinate skills Weakness Appraisal system is not formalized or structured yet. Biggest team of employees (developers) may resist effort to measure/quantify performance Due to small size of company, inevitable change in roles of staff leads to blurring of job description. Small training budget for external courses

  31. 13. Legal 13.1 MIssion To give input to decisions or actions, which will have legal consequences in a way that will reduce liability, yet recognize that there will be commercial realities. 13.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1) Set up of new template contracts 2) Registration of trademarks and patents 3) Inform and propagate legal procedures 13.3 Branding Our brand is defined by 4 qualities: 1. Correct and up to date 2. Appropriate, and in proportion 3. Cost conscious 4. Business aware 13.4 Strategies There are 2 key strategies that will define the activities of the team in 2003 Strategy Importance Protect eXtropia’s key assets Review eXtropia’s exposure 13.5 Action Items Action Item Budget for IP protection New contracts for proposals, employees 13.6 Strengths and Weakness Strength Strong business sense Contracts closely tailored to business needs Fast response (relatively speaking) Urgency 1 2 1 2 Who Hsien Hsien When Feb 28 ASAP Weakness Few legal resources Lack of budget Diffused attention as legal also does other stuff

  32. 14. Management 14.1 Mission We help keep the department we manage on the same course as driven by senior management and board. In doing so, we also look out for our teams, to ensure that they are aware of what they are supposed to do, the standards expected and also to look to their needs and concerns. 14.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1) Weekly reports on progress 2) Suggest at least three strategies for building teamwork 3) Implementing them 4) Reporting on effect of strategies 14.3 Branding Our global brand is defined by 3 qualities: 1.maturity 2.responsiveness 3.accountability 14.4 Strategies There are 3 key strategies that will define the activities of the team in 2003 Strategy Importance Improve Reporting Develop ways to build teamwork Develop ways to create rapport 14.5 Action Items Action Item Weekly reports Thinking of three teamwork strategies Implementing the strategies Assessing effect of strategies Reports on the strategies Plans for the second half of 2003 14.6 Strengths and Weakness Strength Motivated, skilled, energetic Urgency 2 1 3 2 1 3 Who Each manager Each manager Each manager Each manager Each manager Each manager When Fridays Feb 28 By Mar 31 By Apr 30 By May 31 By June 30 Weakness Inexperienced and/or lack maturity

  33. 15. Product Development Management 15.1 Mission Deliver products on-time, on-budget, to the specifications, and to the quality standards defined by our corporate brand. 15.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1. No more than 10% timeline slip 2. Delivery of V2 of ACE, CM2, Trade, Treasury 3. SOP in place 15.3 Branding Our global brand is defined by 3 qualities: 1. On-time, on-budget, on quality 2. We are not tech consultants, but business consultants 3. Better than the specs 15.4 Strategies There are 2 key strategies that will define the activities of the team in 2003 Strategy Importance Define SOPs Develop more 3rd party friendly installers 15.5 Action Items Action Item Recruit Product Development Manager 15.6 Strengths and Weakness Strength Self Managing Team Urgency 1 2 2 1 Who Gunther / Ray When Apr 15 Weakness No Product Development Manager

  34. 16. Design 16.1 Mission To produce appealing and intuitive user interfaces and attractive and professional sales and branding material, including website and sales collateral, consistent with our positioning and brand strategy. 16.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1. Creating and updating UIs on schedule 2. Creating and maintaining attractive, professional, and brand building marketing materials on schedule. 16.3 Branding Our global brand is defined by 4 qualities: 1.Stylish 2.Professional 3.Usable 4.Clear and clean 16.4 Strategies There are X key strategies that will define the activities of the team in 2003 Strategy Importance X 16.5 Action Items Action Item 16.6 Strengths and Weakness Strength Urgency 1 1 Who When Weakness

  35. 17. Community Development (Perl and Java ADT) 17.1 Mission Maintain extropia’s ADT strong presence in the Open Source Community by supporting its members and actively interacting with them. Increase the value of extropia’s Open Source Community by helping its members to contribute back to the ADT. 17.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1.Acknowledging members’ questions and comments on the mailing lists and BBS under 24 hours. 2.Resolve members’ questions and comments on the mailing lists and BBS under a week. 3.Release new versions of the ADT and applications (Perl/Java) at least quarterly. 4.Reimplementation of the open source website. 17.3 Branding Our global brand is defined by 3 qualities: 1) Ease of use 2) High quality support 3) Customizability 17.4 Strategies There are 3 key strategies that will define the activities of the team in 2003 Strategy Importance Allocate fixed time for BBS/Mailing list processing Use an issue tracking system to handle Questions/requests Allocate fixed time for ADT improvements 17.5 Action Items Action Item Spend x hours/week processing Perl BBS/Mailing list Spend x hours/week processing Java BBS/Mailing-list Install and use an issue tracking system on www.extropia.com Reimplementation of the open source website Urgency 1 2 2 3 1 3 Who Philippe/Jason When Ongoing Ray/ST Lim Ongoing Philippe/ ST Lim End February Philippe/ ST Lim End March

  36. - search engine - web CVS - mailing list archives - self updating static site - fully working demo (Java & Perl) - self updating demos Philippe/ ST Lim Philippe/ ST Lim Philippe/ ST Lim Philippe/ ST Lim Philippe/ ST Lim End March End March End March End March End April 17.6 Strengths and Weakness Strength Large user base Community of developers helping ADT development Many demos and free applications are available The website has a great deal of useful resources Weakness Not enough ADT specialists Not enough internal resources allocated in helping / guiding them They are difficult to keep updated and support. The website is not easy to navigate & search, and has many broken links (388) and outdated information

  37. 18. Business Development 18.1 Mission To develop strong corporate alliances in order to improve our lead generation and number of cooperative projects while offering customers more complete solutions. To gain entry into new markets and segments. 18.2 Measurable Goals Success in 2003 will be measured according to the following criteria: Identify and partner with two major companies who have a key presence in each of our key markets (Singapore, Malaysia, Thailand, Indonesia) and segments (upper tier SE Asia Commercial Banking). 18.3 Branding Our global brand is defined by 4 qualities: 1.We provide solid targeted technology 2.We have a proven track record and success stories 3.We are cooperative and responsive 4.We do not undercut or compete with partners 18.4 Strategies There are 5 key strategies that will define the activities of the team in 2003 Strategy Importance Improve Reporting Recruit biz devt person Improve our technology to better support Partners Develop partner training program Develop partnering document template 18.5 Action Items Action Item 18.6 Strengths and Weakness Strength Good network of contacts Urgency 1 1 Who When Weakness Lack of resources

  38. 19. KL Team 19.1 Mission To provide support and development to all eXtropia clients located in Malaysia. Support will include existing applications, infrastructure and consultation. The KL team would also provide on-site immediate support for clients. Besides supporting clients, the KL team will also provide support to internal clients, i.e. sales and technical team from Singapore. Supporting of internal clients will include:  Provide support for telecommunication (Internet and telephony) when in Kuala Lumpur  Provide support for travel arrangements to Malaysia (nationwide)  Getting insider information about clients for sales team  Provide point of contact for Singapore technical team during S&M, i.e. gathering logs, screen shots, etc. 19.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1. Not more than 2 official written complaints from clients both internal and external 2. Deliver projects on time and on budget 3. 95% uptime for all client applications developed by eXtropia 19.3 Branding Our global brand is defined by 3 qualities: 1. Professional 2. Effective and efficient support to both internal and external clients 3. On time on budget on all projects 19.4 Strategies There are 5 key strategies that will define the activities of the team in 2003 Strategy Create self sustaining operations and cash flow Build a technical team capable of doing SI and development work for eXtropia Singapore Build a sales team to do sales on other verticals Create a KL brand using eXtropia’s branding strategy Importance 1 Urgency 2 2 1 3 3 4 4

  39. 19.5 Action Items Action Item Write business plan for year 2003 Apply for grant for R&D in KL Who Chin Wan Chin Wan, Hsien & LY Ian Clark Chin Wan & Kok Wei Kok Wei When 31 March 31 March Hire 2 developers for KL team Find out more about setting up an office in KL Setup infrastructure for KL team 30 June 28 February 31 March 19.6 Strengths and Weakness Strength Strong teamwork Quick response Strong technical team Flexible Dedication Weakness Lack of support from top management Too reliant/dependent on BCB Punctuality to office Poor client management

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