New solution consisting of processes, services and software tools for the alignment (and management) of strategic initiatives to the corporate strategies they support and provide a 360 view of status via SharePoint.

1. Strategic Initiative Optimization (SIO)
Moving from the Art of Deal Making
to the Science of Execution
Solution Overview
Silver Tree Solutions, Inc.
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.

2. What Does Silver Tree Provide?
• Provide a framework of best practices that implement
the methodology
– SRO Framework™
• Provide software tools that enable the best practices
– SRO Manager™
– SRO Dashboard™
– Provide Consulting Services directly and via “Partners”
– SRO Assessment
– Initiative Inventories
– SRO/SIO Implementation
– Relationship Management
– Scalable Solution
– SQL Server “Enterprise” Database Coupled with Microsoft
SharePoint Solutions
– Enterprise solution for all critical or strategic “Initiatives”
– Tactical solution for critical processes & activities
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.

3. Strategic Initiative Optimization
Why are we
Lifecycle Governance doing this? 360 Visibility
Strategy
Partner Identification Partner Management
& Selection
SIO
Should we be
Are we doing doing this?
Business
this? Execution
Plan
Proactive Adjustment Automated Notification
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.

4. Why Strategic Initiative Optimization (SIO)?
 Have Corporate
Strategies &  Do you know what
Objectives been Strategic Initiatives are
clearly defined and currently underway
communicated? within the company?
 Do you understand  Do you know what
Partners Corporate Partners support your
Strategies & Strategic Initiatives?
Objectives
 Can you validate that
 Are your Strategic your Strategic
Initiatives aligned Initiatives are being
with your corporate successfully managed
strategies? and implemented both
 Have you selected the internally and by
right Partners to Partners?
work with?  Do you know their
costs or ROI?
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.

5. Management of Strategic Initiatives
• Critical to overall success of “Your” Company
– Provide foundation for achievement of
Corporate Goals and Objectives
– Enables adaptation to changing market
and economic challenges
– Provide the building blocks for “Strategic
Relationships”
• Provide defined points for evaluating overall
health of an organization or relationship
Strategic Initiative Optimization (SIO) “Enables” Strategic Relationship Optimization (SRO)
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.

6. The Big Picture
Implementation Phase Assessment Phase
Production
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.

7. Strategic Relationship Optimization
Financial Strategy Stakeholder
Deal Making
Initiative
Estimate Corporate
Us Partner One Partner Two
Goal Goal Goal
Budget Department
Relationship Execution
Milestone Milestone Milestone
Actual Activity Activity Activity Individual
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.

8. Engagement Flow
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.

9. Benefits of SIO – Can You Quantify!
• What is the cost of overlapping or
redundant Initiatives?
• How much time to do you spend
preparing for partner & customer
status meetings?
• Can you keep track of all the different
initiatives currently underway?
• What is the business impact of a
failed initiative?
• Are you working with the right
“Partners”?
• How much does it cost you to work
with the wrong partner?
• Etc…….
What is the cost of not knowing the status of your Initiatives or failure to implement?
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.

10. SIO Market Place Application
• SIO Provides Horizontal Market Support
– IT Projects
– New Offerings
– Mergers & Acquisition
– Partnerships
• Selection
• Planning
• Management
– Critical Internal Projects:
• Proposal Preparation & Response
• Core Services Management – Circuit
Acquisition Management
• Any “Project “ Important to You!
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.

11. Definitions for Referenced Tools
The following tools support Silver Tree’s patent pending, unique and complete
methodology for implementing Strategic Initiative Optimization (SIO) Strategic
Relationship Optimization (SRO):
• SRO Framework™ - A framework of 131 best practices and associated deliverables, over the twelve step
relationship life-cycle, that implement the methodology.
• SRO Assessment™ - A professional service to develop an initial strategic relationship inventory, assess
capability in ten core relationship competencies and recommend a starting point for implementation.
• SRO ROI Calculator™ - A professional service to calculate the potential ROI improvement from
implementing Strategic Relationship Optimization.
• SRO Manager™ - A Microsoft Office Business Application that enhances the familiar and rich features of
Excel that enables multiple users to build and maintain a strategic relationship repository in SQL Server.
• SRO Dashboard™ - A Microsoft Office SharePoint Server solution that provides a user customizable portal
for sharing and updating strategic initiative, and strategic relationship, information.
We have leveraged the Power, and familiarity, of the Microsoft Office Tools Suite with our “Enterprise Class” SIO Database
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.

12. Demo of SIO/SRO
Sample Screen Shots Provided in Following Pages
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.

13. Sample Screen Shots
• SRO Manager™ - A Microsoft Office • SRO Dashboard™ - A Microsoft
Business Application Office SharePoint Server Solution:
• Provides Primary Interface for Strategic • Resides onto of our “SIO” Database
Initiative Managers • Provides each Customer, and their
• Direct Interface to “SIO” Database respective Partners”, a customizable
• Captures all elements required to portal for sharing and updating strategic
implement SIO/SRO initiative, and strategic relationship,
• Supports automation of administrative information.
tasks • Provides powerful “Analytics Cube”
capability to fully analyze and leverage
your “Strategic Initiatives”
• Provides 7x24 Governance Dashboard
Screen Shots provided on following slides are small sample of our overall capabilities!
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.

14. SRO Manager - Company Listing
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.

15. SRO Dashboard- Company Listing
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.

16. SRO Dashboard – Library of Partner Documentations
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.

17. SharePoint Dashboard- Drill Down Capabilities on Strategy Revenue
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.

18. Moving from the Art of Deal Making to
the Science of Execution
www.silvertreesolutions.com Copyright 2010-2012 Silver Tree Solutions, Inc.