Your IBM Optim Go-to Partner

July, 2010
Marc Hebert
2010 IBM Information Champion

Extreme Service
1
 Agenda

¾ Overview
¾ Our Clients and Why They Choose Us
¾ Our Service Offerings
¾ Our IBM Optim Practice
¾ Appendix
™Executive Bios

ESTUATE
2 © 2010 Estuate, Inc. ‡ Confidential Extreme Service
 About Estuate

Estuate is a global IT services firm with deep Oracle product roots focused
on enterprise applications

Well-established Razor-sharp Focus

‹ Headquartered in Silicon Valley ‹Custom/Product Development
‹ Consistent 5-year Growth Record ‹Oracle and IBM Implementation
‹ 150 Employees ‹Software Management
‹ Offices in the U.S., Canada, U.K. and India
‹ Mature Management Team
‹ ISO: 2008 Certified

Trust-based Relationships Agile with Mature Execution Model

‹ 100% Referenceable Clients ‹ The Agility of a Start-up
‹ Strong, Long-term Relationships ‹ Proven Execution Model
‹ Clients from Startup to Fortune 50 ‹ Highly Flexible and Responsive
‹ Exceptional Client Satisfaction ‹ ³Extreme Service´ Culture

ESTUATE
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 Our Clients and Why They Choose Us

We have an outstanding portfolio of delighted clients

Custom / Product Development

Oracle and IBM Implementations

Software Management

4 © 2010 Estuate, Inc. ‡ Confidential

 Our Clients and Why They Choose Us

Our clients say they keep buying from us because of our deep technical
skills and ³extreme service´ culture

You are showing everyday

Yeah! This is what a successful
why Estuate are head and
Solution has come up better project looks like!
shoulders above the rest
than we ever imagined.
....our best partner! Great
job! Eric Larkin, CIO, Arena Patti McCabe, Stanford
University
David G. Munson, IBM

Estuate did a
Hats off to the We're fortunate to be
The speed of your phenomenal job
Estuate gang ʹ This associated with such a
responsiveness is implementing the
thing is REALLY committed partner and
integration &
slick. The few in the unparalleled managing customer͛s
based on their
business that have anywhere else in immediate success, we
expectations and
seen it can͛t believe the universe. know this is just the
change requests.
it. beginning."
Clem Smith, IBM Markus Spohn,
Robert Ball, Activant George Shanine, IBM
Salesforce.com

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 Our Service Offerings

We focus on three specialized IT service areas

ESTUATE
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 Our IBM Optim Practice

We are IBM¶s go-to partner globally for Optim products

IBM Optim Resell, Implementation and Management
‹ Product development partnership with IBM Optim team
™ Oracle EBS Access Definitions, QA, performance tuning
™ PeopleSoft Access Definitions
™ Customer-driven product enhancements
‹ IBM Optim resell, implementation and management of:
™ Data Growth/Archiving
™ Data Privacy
™ Application Decommissioning
™ Test Data Management
™ InfoSphere Discovery
™ Guardium
‹ Specialists in IBM Optim for the Oracle Platform:
™ Oracle E-Business Suite
™ Siebel
™ PeopleSoft
™ JD Edwards
™ Oracle-based custom applications
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 Our IBM Optim Practice

Our Optim Center Of Excellence is deep and ready to roll

IBM Optim Resell, Implementation and Management

‹ 30 trained and certified Optim consultants

‹ 80 experienced Oracle, PeopleSoft, Siebel, JD Edwards and
custom application consultants
‹ Multiple installations of Optim products on Linux and
Windows operating systems
‹ Several instances of Oracle Applications available in our
labs:
™ E-Business Suite 11.5.10 and Release 12
™ PeopleSoft 8.8 onward
™ Siebel 7.3 and 8.0
‹ Proven Optim implementation methodology
‹ Now supporting Optim for mainframe, DB2, Informix,
SQL Server and other databases

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 Our IBM Optim Practice

We also provide ongoing maintenance and support for our clients¶ Optim
environments
Software Management
‹Software Management is an extension of our IBM Optim
implementation work
‹ Our maintenance & support services include:
™Optim archiving/decommissioning ³factory´
™IBM Optim Maintenance & Support for:
¾Oracle E-Business Suite
¾Siebel
¾PeopleSoft
¾JD Edwards
¾Custom applications
™Optim add-on implementations and enhancements
™Optim upgrades
™Software-as-a-Service Optim support (either hosted
or on premise)
™Refresh training

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 Our IBM Optim Practice

We have built a great track record of Optim client successes

IBM Optim Implementation and Management
Clients include: Alere
Performant Optim TDM/Data Privacy for custom
Data masking for Informix-based applications
custom application
Wendy¶s Arby¶s Group
Coeur d¶ Alene Mines Optim Data Growth for Oracle E-
Oracle E-Business Suite (EBS)archiving Business Suite
& instance decommissioning
Travelport Pfizer
Optim Test Data Management and Data Optim Data Privacy and Data Growth
Growth for Oracle EBS for Oracle E-Business Suite
Oregon DMV Amway
Optim DG for mainframe application Optim Data Privacy on Oracle EBS

Large Defense Large Defense Organization

Tata Sky Industry Cliient Optim Test Data Management Solution
Optim Data Growth Solution for Siebel for Oracle EBS
Blue Cross Blue Shield of
Wells Fargo North Carolina
Instance decommissioning strategy Optim for Siebel

Emblem Health
Blue Shield of California
Optim for Siebel and custom application
Optim DP/TDM for custom application
IBM Optim Product Development
SCF Arizona Optim product development for Oracle
Optim TDM for custom application E-Business Suite, including Access
Definitions, QA, performance tuning

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 Our IBM Optim Practice

Our proven Optim Implementation Methodology addresses the full

system life cycle

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 Our IBM Optim Practice
Case Study: Performant
Business Challenges
‡ Internal solution for data
masking was hard to maintain
‡ Needed to reduce the
test/development instance
footprint
‡ Current solution for masking
data was taking ~ 5 days to
complete on test instance
‡ Large quantities of confidential
data requiring masking
Technologies & Approach
Optim Data Privacy
12 © 2010 Estuate, Inc. ‡ Confidential
Estuate¶s Role
‡ Partnered with IBM to implement
IBM Optim Data Privacy Solution
‡ Installed and set up IBM Optim
‡ Trained Performant¶s team to be
self-sufficient in using the
solution
‡ Provided oversight during
production implementation and
go-live
IBM Informix
Results
‡ Completed Conference Room
Pilot
‡ Time required to mask
Performant¶s data was reduced
from ~ 5 days to hours
‡ Created a new instance using
test data management
functionality for testing new
solutions
‡ Completed project on time and
within budget
Web Security
 Our IBM Optim Practice
Case Study: Coeur d¶Alene Mines
Business Challenges
‡ Coeur d¶Alene Mines had several
instances of Oracle E-Business
Suite:
‡ 10.7 v7
‡ 10.7 v8
‡ 11.5.8 v8
‡ 11.5.9 v8
‡ Plus, numerous abandoned
Oracle E- Biz applications and
related databases left over from
prior implementations
‡ Business pains included:
‡ Managing infrastructure
(cost, risk, complexity)
‡ Compliance (data retention)
Technologies & Approach
IBM Optim
13 © 2010 Estuate, Inc. ‡ Confidential
Estuate¶s Role
‡ Implemented IBM Optim¶s data
growth solution for Oracle
E-Business Suite
‡ Archived all data into one
common archived repository
‡ Decommissioned old
abandoned Oracle E- Biz
application versions and related
databases
‡ Leveraged Oracle Discoverer to
create reports, using Optim¶s
Open Data Manager to access
the archive file repository
Multiple Oracle E-Business Suite versions
Results
‡ Originally projected 6- 8 weeks to
implement Optim
‡ Completed the project in 2
weeks
‡ Successfully decommissioned
data from Oracle E- Business
Suite 10.7 version with
Oracle 7i database
‡ Oracle Discoverer r Report has
been configured to access
archived data from archive files
 Our IBM Optim Practice
Case Study: Travelport
Business Challenges
‡ Reduce Oracle E-Business Suite
hosting fees with Oracle On
Demand
‡ Reduce the size of 10
Test/Development/UAT/ Training
instances for Oracle GL, AP and
PO
‡ Decommission Enterprise
Performance Foundation
(EPF or FEM) application
Technologies & Approach
IBM Optim
IBM Optim Test Data Management 7.1
14 © 2010 Estuate, Inc. ‡ Confidential
Estuate¶s Role
‡ Implemented IBM Optim Test
Data Management Solution in
Oracle¶s On Demand
environment, reducing the size
of the Production system and
all Test systems
‡ Created a new instance using
Optim Test Data Management
with required functionality for
testing new solutions
‡ Trained Travelport's team to be
self-sufficient in using the
implemented solution
‡ Provided oversight during
production implementation and
go-live
Multiple Oracle E-Business Suite versions
Oracle E-Business Suite 11.5.10
Results
‡ Completed the project on
time and within budget
‡ Saved 120 GB of storage
space for each of 10 test
instances by implementing
Optim Test Data Management
for GL, AP and PO
‡ Saved 16 GB of storage space
after decommissioning
Enterprise Performance
Foundation application
Total Savings =1.4 Terabytes
 Our IBM Optim Practice

Case Study: Co-operative Financial Services (CFS)

Business Challenges Estuate¶s Role Results

‡ Desensitize customer data for
testing purposes across the
enterprise
‡ Ensure that customer data
complies with legal and
regulatory requirements of the
UK Data Protection Act (DPA)
and/or FSA regulations to
protect customer privacy
‡ Business goals included:
‡ Maintaining data
consistency across legacy
and Finacle systems
‡ Use of multiple locations
and global delivery
‡ Moved all legacy systems to
the Finacle Banking system
‡ Explained how these are to be
masked in the test environment
‡ Implemented a tactical solution,
allowing a move to a future
strategic solution for reuse
‡ Worked with legacy system
suppliers to define and mask
sensitive data
‡ We successfully used Optim to
protect our client¶s sensitive
data, in line with its ISIS
guidelines
‡ We completed the project on
time, within budget

Technologies & Approach

IBM Optim Data Privacy Solution Microsoft SQL Server 2003

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 Our IBM Optim Practice
Case Study: Amway
Business Challenges
‡ Identify, analyze and review
Data Privacy (DP) policies of its
Oracle E-Business Suite
‡ Incorporate Data Privacy
requirements into the Optim
Access Definitions
‡ Mask and load the data into a
new Test/Development instance
Technologies & Approach
Optim Data Privacy Oracle E-Business Suite R12
16 © 2010 Estuate, Inc. ‡ Confidential
Estuate¶s Role
‡ Partnered with IBM to implement
IBM Optim Data Privacy solution
‡ Installed and set up IBM Optim
‡ Trained Alticor's team to be
self-sufficient in using the
solution
‡ Provided oversight during
production implementation
and go-live
Oracle 10g
Results
‡ Recommended algorithms to
effectively obfuscate
the data in the identified
columns for masking
‡ Scripted obfuscation algorithms
for 27 columns
‡ Defined and executed jobs to
mask and load the data into
a new Test/Development
instance
‡ Completed project on time and
within budget
 Our IBM Optim Practice

Case Study: Wendy¶s Arby¶s Group

Business Challenges Estuate¶s Role Results

‡ Wendy¶s Arby¶s group decided to
merge its HRMS and Payroll
applications using Oracle
E-Business Suite (EBS)
‡ Migrate existing Arby¶s Ultipro
master data from Dec -08 into
Oracle, and then use Optim for
decommissioning Ultipro
‡ Identify the best implementation
option with estimates
‡ Once this project succeeds,
apply same the same strategy
for its PeopleSoft applications
‡ Partnered with IBM Lab ‡ Management adopted our
Services for this strategic recommendation to migrate
analysis project Ultipro data, decommission
Ultipro and archive Oracle
‡ Defined Ultipro archiving Payroll using Optim
requirements
‡ Ultipro migration project is
‡ Identified the implementation scheduled to start in March
options based on best business 2010
practices, with pros and cons
‡ Estimated the options and
presented recommendation to
management: migrate Ultipro
data to Oracle Payroll, and
archive out of Oracle Payroll
going forward

Technologies & Approach

IBM Optim Multiple Oracle E-Business Suite versions
IBM Optim Data Growth and Decommissioning Solution Oracle E-Business Suite 11.5.10
Ultipro HRMS/Payroll

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 Our IBM Optim Practice
Case Study: Pfizer
Business Challenges
‡ Identify, analyze and review
Data Privacy (DP) policies for its
Oracle E-Business Suite HR and
Purchasing modules
‡ Mask and synchronize previously
masked PeopleSoft data with
Oracle E-Business Suite HR data
‡ Incorporate Data Privacy
requirements into the Optim
Access Definitions and Table
Maps
‡ Mask and load the data into a
Test/Development instance
Technologies & Approach
IBM Optim Data Privacy
18 © 2010 Estuate, Inc. ‡ Confidential
Estuate¶s Role
‡ Partnered with IBM to implement
an IBM Optim Data Privacy Proof
of Concept (POC)
‡ Installed and configured the IBM
Optim Data Privacy Solution
‡ Trained Pfizer's team to be
self-sufficient in using the
IBM Optim Data Privacy solution
Oracle E-Business Suite R12
Results
‡ Successfully masked and
synchronized Oracle E-Business
Suite HR data with previously
masked PeopleSoft data
‡ Utilized out-of-the-box Optim
hash lookup functions and
previously created PeopleSoft
lookup table to achieve objective
‡ Defined and executed jobs to
mask and load the data into
a Test/Development instance
‡ Completed project within budget
Oracle 10g
 Our IBM Optim Practice
Case Study: TataSky
Business Challenges
‡Identify application performance
Improvement areas
‡Define production storage
requirements
‡Archive inactive business data
‡Reduce the cost of maintaining
Seibel production environments
Technologies & Approach
IBM Optim Data Archiving
19 © 2010 Estuate, Inc. ‡ Confidential
Estuate¶s Role
‡ Partnered with IBM Lab Services
to implement Optim Data Growth
Solution
‡ Built Access Definitions for
each business entity
‡Built retrieval method for
archived data
‡Trained Tata Sky team to be
self-sufficient in using the
solution
‡ Provided oversight during
production implementation
and go-live
Siebel 7.8 CRM
Results
‡Improved application performance
‡Improved integration performance
‡Reclaimed production disk
space
‡Eliminated inactive/invalid data in
Siebel database
‡Eliminated additional disk space
need in coming years
‡Eliminated need for hardware
upgrades to improve
performance
Oracle 9i
 Our IBM Optim Practice
Case Study: Wells Fargo
Business Challenges
‡ Wells Fargo and Wachovia
had different policies pertaining
to the control of customer
information in test environments
‡ These differing policies
led to high-risk situation as
customer data is shared
(bridged) across environments
for testing integrated applications
‡ Needed to decide on a standard
data privacy policy across
both test environments
Technologies & Approach
20 © 2010 Estuate, Inc. ‡ Confidential
Estuate¶s Role Results
‡ Prepared a Test Environment Data
Protection Roadmap to correct ‡ Recommended algorithms to
problems and mitigate risks effectively mask the data in
associated with customer data in PII fields
various test environments
‡ Delivered an application cluster
‡ Resolved process and data issues matrix for data masking
and mitigated risks inherent with
personally-identifiable information
‡ Delivered a cluster risk
(PII) residing in legacy Wachovia
assessment and risk ranking
test environments
‡ Proposed business rules to
‡ Analyzed Wells Fargo¶s
remediate the application clusters
data privacy policies for
based on survey and application
adoptability in legacy Wachovia
owner interviews
applications governance
processes
‡ Completed the risk assessment
on time
IBM Optim Data Privacy
~400 Distributed and Mainframe Applications
 Our IBM Optim Practice

Our commitment to Optim clients means:

¾ Mature, highly-responsive on-site consultants

¾ Deep Optim product knowledge on all current
product versions
¾ Expert Oracle E-Business Suite, PeopleSoft, Siebel,
JD Edwards and custom applications know-how across
versions
¾ An optimal onsite/offshore staffing model to minimize cost
¾ High-performing solutions that work today and tomorrow

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 Contact Us

Prakash Balebail
Chief Executive Officer
Estuate, Inc.
1183 Bordeaux Drive, Suite 4
Sunnyvale, CA 94089
prakash@estuate.com
408-400-0680

ESTUATE
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 Appendix

Executive Bios

ESTUATE
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 Executive Bios

Prakash Balebail
Co-founder and Chief Executive Officer

‹25 years experience, 16 at Oracle

‹Senior Director in Oracle͛s Sales and Consulting organization
‹At Oracle, Led/started several divisions:
™ Intel Products Division
™Director of Design & Migration Services
™Global Applications & Technology Integration Team
™Program Management Technical Team in Oracle CRM
Development
™Oracle Accelerators & Industry Demo Team for Sales

24 © 2010 Estuate, Inc. ‡ Confidential

 Executive Bios

Nagaraja Kini
Co-founder and Chief Technical Officer

‹Co-founder and Chief Technical Officer

‹25 years of experience, 10 at Oracle

™ Director in Oracle͛s Industry Solutions Group

™ Led development of Oracle͛s mid-market applications

products ʹ Oracle Special Edition
™ Led worldwide Oracle Financials Integration team

™ Received many awards at Oracle

‹Involved with 2 other successful startups

‹Strong technology background

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 Executive Bios

Marc Hebert
Chief Operating Officer

‹ 30+ years of IT industry experience, 11 at Oracle

™ Oracle͛s first CIO
™ Led Oracle͛s Migration and Integration division
worldwide
™ Started Oracle Manufacturing product
development
™ VP Worldwide Alliances Technical Services
‹ CMO of Virtusa Corporation
‹ President and EVP at Sierra Atlantic
‹ Renowned IT offshoring expert and speaker

26 © 2010 Estuate, Inc. ‡ Confidential

 Executive Bios

Seemakiran Upadhya
Head of India Operations

‹Head of Estuate India

‹14+ years of industry experience

‹Top performer at Satyam and other companies

‹Worked extensively in U.S., Europe and other regions

‹Solid project execution expertise

‹Strong technology background

27 © 2010 Estuate, Inc. ‡ Confidential