Technology Consulting Services

Technology Consulting Services Building enterprise wide systems that make sense

Streamlining your technology... to bring your busin next level

01 Technology Consulting Services 02 Our Leadership Team 03 Software Applications 04 Industry Experience 05 Case Studies ess to the 06 Additional Services 07 Additional Resources

01 Technology Consulting Services Grassi Technology Consultants, LLC, ( GTC ) offers full service IT consulting specializing in the implementation and support for Enterprise Resource Planning (ERP) systems. Providing a high-level of professional services and technical expertise, Grassi Technology Consultants specializes in financial, supply chain management, customer relationship management and human resources ERP modules and provides the following IT consulting services: Professional Services include: Project Management Business Process Analysis Business Process Improvement and Leading Practice Recommendations Regulatory Compliance (HIPAA, SOX, ICD 10/ SNOMED) System Design and Configuration Upgrades Testing and Quality Assurance Production Support and Process Scheduling Project and Full Time Staffing Technical Expertise includes: Functional / Technical Design Application Development and Support Database Administrators Integration Specialists Workflow and Data Flow Specialists Application Security Specialists Mobile Platform Development

01 Technology Consulting Services ERP Modules ERP Modules Specialization, including: Financials Accounts Payable / Accounts Receivable Billing Asset Management / IT Assets Project Costing Treasury Employee Time and Expenses General Ledger Budgets / Commitment Control Supply Chain Management eprocurement Requisitioning / Purchasing / Receiving Catalog Uploads / Punch Outs / Maintenance Supplier Relationship Management (Electronic Processing: EDI / XML) Demand Planning / Supply Planning Manufacturing Inventory Human Resources (HR) Core HR Payroll and Benefits Talent Acquisition Management Succession Planning Self Service

02 Our Leadership Team Kevin Meyer President, Managing Director E-mail: kmeyer@grassicpas.com With over 20 years of experience, Kevin has assisted a variety of clients with the successful management, design, development, testing, training, and implementation of their Financial, Supply Chain, Customer Relationship, and Human Resource systems. Kevin has been recognized for his functional and technical expertise within the Enterprise Resource Planning (ERP) space as well as his ability to thoroughly manage and deliver based on client expectations. Kevin s career began in the mid-1990 s, with Andersen Consulting, when ERP systems were just becoming an integral part of the business landscape. Before ERP systems, separate organizational functional areas maintained their own data within their own databases and operating systems. This led to difficulty sharing data between organizational divisions and increased costs to maintain multiple disparate systems. As a Summa Cum Laude graduate from the SUNY Albany Business School, Kevin promptly identified the appropriate integration points for Andersen clients and quickly emerged as a Functional and Technical leader within the ERP implementation space. With a large breadth of knowledge within the implementation and integration of business systems, Kevin brings to his clients a clear understanding of the right software solutions for them as well as the insight to determine the correct project resources in order to implement efficiently and within budget. In addition to Kevin s depth of functional, technical, and project management experience, he also brings to his clients a unique legal perspective. In pursuing his Juris Doctor, Kevin rounds out the full suite of skills that are integral to properly implementing and integrating ERP systems. These additional skills help protect clients during software contract negotiations as well as ensure that the appropriate regulation and compliance functionality is part of the ERP implementation. Kevin has been engaged with clients such as Corning Inc, N.Y. Times, Societe Generale, Verizon, Sprint/Nextel (merger of ERP systems), North Shore LIJ Health System, PECO Energy, as well as various large Government, Utility, Manufacturing, and Construction clients.

02 Our Leadership Team Paul Engelbert, CMP Director E-mail: pengelbert@grassicpas.com Paul Engelbert is the Director of Grassi Technology Consultants. He is a dynamic professional with diverse technology, system implementation and egrc experience for small, mid-market and fortune 500 companies within various industries. Paul has specialized in IT service stabilization and effectiveness, technology enablement, business process improvement, and risk/governance/ compliance. Prior to joining Grassi Technology Consultants, Paul spent 11 years as a Business Technology, Program Manager and Information Security Office for Pfizer, and held Technology Management positions at Citibank and Reuters/Instinet, as well as a Program Manager for Automatic Data Processing (ADP). Within these roles, Paul was responsible for ensuring business process and technology alignment, including business/technology compliance with corporate, regulatory and government controls. (e.g. ISO 17799-2005, SOX, COBIT, HIPAA, PCI, CFR21 Part11, PCI, MA201 and Data Privacy). Earlier in his career, Paul worked as an engineering government contractor for EDO Corp., testing turbine engines and implementing sophisticated sonar equipment for U.S. and foreign navy s; he also worked as a business process engineer for the NYC Department of health and Mental Hygiene, and as a Project Manager for a North Shore Long Island Jewish Health Systems. Paul s success has been derived from truly partnering with respective businesses, ensuring that there is alignment with the overall strategies and then driving the execution of investments to meet the businesses objectives. Paul s belief is that by working intimately with the business to understand their process, true value is derived from the innovative application of technology.

03 Software Applications In order to provide our clients with the systems that best fit their operations, GTC utilizes and recommends a wide suite of software applications. Some of the systems we currently use in our systematic roll-outs include:

04 Industry Experience GTC services a wide range of industries. We understand that every industry faces challenges unique to that market, so all strategic solutions offered by GTC are tailored to the specific needs of the client and their respective industry, maximizing our client s potential for success. Here is a sampling of the industries we serve and the project service we provided: Healthcare GTC was engaged as a Business Consultant Partner, and External Program Manager for the a major healthcare system in the restructuring of their ERP implementation and integration. Project involved the roll-out of the ERP Financial Suite of applications, as well as managing and recommending the overall conversion direction for the Financials ERP acquisitions. Financial Services The GTC Team was enlisted to roll-out the ERP Financial Suite of applications, specifically the eprocurement, Purchasing, Account Payable, Asset Management, General Ledger and Core HR modules for a large financial services firm. The project included Quality Assurance testing, ensuring Sarbanes-Oxley compliance, business process improvement analysis, and product support and training. GTC was also engaged by another financial services firm to assist the client with the roll-out of the firm s PeopleSoft Financial Suite (V 8.4) of applications, specifically the Asset Management, Purchase Order, Accounts Payable, Accounts Receivable, Expenses and General Ledger modules. Project responsibilities included the resolution of outstanding technology system user issues, development of custom reporting, and development of custom technology based operational processes based on specific business unit needs. Government and Not-For-Profit A U.S. Government Agency brought in the GTC Team to roll-out the Agency s ERP Financial Suite and PeopleSoft Human Resource Suite of applications. In addition, project included managing and recommending the overall business direction for the Financials and Human Resources applications. GTC played multiple roles as the client s Senior Business Consultant Partner, Project Manager for both the ERP Financial Suite and Human Resources Suite roll-out, Technical/ Functional Team Lead for both accounting and eprocurement implementation. Telecommunications GTC was engaged to design, develop and implement the roll-out of a large telecommunications company s ERP Financial Suite of applications, specifically the Asset Management, Purchase Order, Accounts Payable, Accounts Receivable, Expenses, Project Costing and General Ledger modules. The project included the development of comprehensive workflow processes the company incorporated into their daily operations. Detailed Case Studies are available on following page.

05 Case Study 1 U.S. Hospital System THE PROBLEM A large U.S. Hospital System had affiliated and subsidiary hospitals with individual disparate systems which caused difficulty in sharing financial information. Subsidiary Subsidiary Health System Subsidiary Although an ERP system was adopted a decade earlier, not all hospitals were converted and some stayed on their legacy systems which duplicated efforts and costs around support staff, licensing and maintenance fees, upgrades, and system enhancements. OUR APPROACH GTC s objective was to on-board the remaining hospitals while taking into account the separate business processes, understanding their existing legacy systems, technically converting the data, functionally understanding the change in business process, and managing the implementation for a smooth transition. The project involved supporting the client in defining the scope, creating a comprehensive budget estimate, securing approval for the project, preparing the project and staff management plans, on-boarding qualified resources (such as project managers, functional business analysts, and technical resources), and executing according to organizational expectations. IMPACT: How we brought value... Through a deep understanding of ERP systems and how this type of data flows most efficiently, GTC successfully implemented ERP solutions at multiple hospital locations using proprietary methods developed to streamline the process and provide assurance of system functionality and data integrity. This overall project management approach ensured a timely and cost-efficient implementation: Subsidiary Subsidiary ERP Solution Health System

05 Case Study 2 Construction and Services Firm THE PROBLEM A large construction and services firm required upgrading of their customer service, inventory, and distribution systems, and needed this information to interface seamlessly with their finance modules. These systems were different and much of the business process was manual. The company had technical consultants who assisted in the initial install and support of the existing systems. Although these consultants supplied them with reporting, the company realized they required bigger thinkers who were capable of understanding their unique business process and make the right recommendations for software, streamlining data, and building new efficiencies into their current business processes. OUR APPROACH On multiple occasions, the GTC Team met with the client and recommended dividing the project into two critical phases the Assessment and Requirements Gathering Phase and the Implementation Phase. The methodology of dividing the project into these two components enabled the client to establish separate budgets and timelines for each phase, and was able to manage the project more efficiently. The Assessment and Requirements Gathering Phase was the most important and identified the following: 1. Detailed requirements by Functional Area 2. Delivered a formal Request for Proposal for Software Vendor and Implementation Partner 3. Identifies in detail the Project Plan and budget for the Implementation Phase The Assessment and Requirements Gathering Phase clearly identified the Functional Requirements, Software Vendor, Implementation Partner, and project timeline, leading to a more efficient Implementation Phase and significant cost savings over the life of the project. The Implementation Phase included design and configuration, testing, Organization Change Management and training, the Go Live process and Post Production Support. IMPACT: How we brought value... The Construction client was able to implement on time, on budget, and with the proper organizational change management. By appropriately focusing on the Assessment and Requirements Gathering Phase, the client was able to realize two benefits: Improved project implementation time frame from initial estimates of 9 months to 6 months Thorough understanding of their requirements, team expectations, project timeline, and the best suited partner to execute the project properly Their Return on Investment was measured by: 1. Significant cost savings during the Implementation Phase 2. Realizing a more efficient business process through a quicker implementation

06 Additional Services Professional Services Through Grassi & Co. GTC has the capabilities of supplying a wide range of services available through Grassi & Co., an accounting and business consulting firm that has built a strong reputation for providing timely and accurate service. Clients rely on the services and advice provided by Grassi & Co. to make decisions regarding their business needs. With steady growth and an unwavering approach, the firm has developed into a team of more than 200 professionals, each specifically trained to focus on your business. The firm has grown as its clients have grown, allowing it to become one of the Top 100 largest firms in the U.S. according to Accounting Today and INSIDE Public Accounting, a Top 20 firm in the NY Metro area according to Crain s NY Business and among the Top 10 firms in Long Island by Long Island Business News. In addition, INSIDE Public Accounting ranked Grassi & Co. as one of the Nation s Fastest Growing Firms as well as one of the country s Best of the Best Firms. Grassi & Co. has also been ranked among the Top 25 Best Places to Work in New York City by Crain s NY Business and among the Top 10 Best Companies to Work for in New York State by Best Companies Group. GTC clients are able to benefit from the experience and expertise of Grassi & Co. s accounting and business consulting professionals, who provide a variety of services, including: Audit and Attest Services Tax Compliance and Consulting Services CFO Advisory and Accounting Management Services Business Advisory Services Corporate Restructuring and Insolvency Services Forensic, Litigation Support and Valuation Services Healthcare Management Consulting Services Grassi & Co. s dedicated team of professionals deeply cares about what they do. Day after day, they work intimately with clients to maximize their success, find strategic solutions to business challenges, and maximize their company s and personal potential. Grassi & Co. prides itself on helping our clients reach their next level of success. Providing the services that matter most to our clients

07 Additional Resources A Farther Reach Through Moore Stephens In this global marketplace, you must find ways to remain competitive, innovative and profitable. At the same time, complying with all the regulations, laws and policies takes tremendous effort. No individual firm, regardless of its size, will have all the answers to national and global financial, business and tax issues. That s why GTC and Grassi & Co. are associated with Moore Stephens North America, the North American region of Moore Stephens International Limited. This global association consists of more than 300 independent accounting and consulting firms with nearly 650 offices in 100 countries. Moore Stephens North America is the 6th largest CPA association in the United States. The breadth and depth of services available to our clients are equivalent to those offered by Big 4 firms. These services are enhanced by a more hands-on, personalized approach to serving client needs. Together, we can work with you to develop a strategy to help you reach your desired goals. Because Moore Stephens North America accounting firms are independent of one another, the accessibility of multiple professional services can be offered in a one-stop shopping approach. The firms of Moore Stephens strive to be the best in their markets. They offer a range of services to help you grow, realize and protect your wealth. Technical services are designed to deliver practical solutions to businesses in a variety of industries. What could be better than getting the advice you need from an industry specialist in the country you desire? How about getting all that from your trusted business advisor? It s very simple, yet highly effective. GFAS will put you in touch with knowledgeable professionals in your local markets; with accountants who provide the personalized attention you expect and who comply with the quality and service standards demanded by the profession. As a result, you ll benefit from collective Big 4 equivalent intellectual capital that reaches beyond regional or even national borders into the global market.

Bringing your goals within reach

50 Jericho Quadrangle, Suite 200 Jericho, NY 11753 (516) 256-3500 www.grassicpas.com/gtc 488 Madison Avenue New York, NY 10022 (212) 661-6166