eXtropia goals vision strategy_jan_2003

Goals, Vision, Strategies 2003

Selena Sol | [email protected] | selenasol.com/selena | http://www.slideshare.net/selenasol

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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

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

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

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 by helping 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 Urgency

Sense of urgency/ownership (everyone 1 1 thinks like a shareholder)

Develop sales and marketing 2 2 Projects -> Products 4 6 Develop mid-level management 5 5 Expand regionally (KL and Thailand) 6 4 Preparation for IPO 2005 7 7 Enhance Channel management 3 3 1.5 Strengths and Weakness

Strength Weakness

Breadth of products Lack of product depth

Regional diversification Too reliant on key customers

High technical prowess Not enough domain knowledge across

the company and within all required domains.

Committed staff Inexperienced mid-level management team

Good guerilla marketing Deterioration of brand and delivery

Strong operations Problems with too much micro management

Excellent track record Not enough sales channels

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 Urgency

Implement RFC -> Project -> SOP 6 6 methodology across the board

Complete SOPs 7 7 Implement new infrastructure services 4 1 with quality assurance Standardized deployment process across 1 3 all clients/projects To have a process/standard responding to 2 2 infrastructure-related items Define security policies 3 4 Standardized procedures/policies for 5 5 preventive maintenance

2.1.5 Action Items

Action Item Who When

Handover team management to Ray Eric and Ray Done

Identify what SOP work remains Ray April

Develop 2003 budget (poor, ok, ideal versions) Ray Done

Develop Progress Report Template Ray Done

121s Ray Done

2.1.6 Strengths and Weakness

Strength Weakness

Solid technical knowledge Still some gaps between team members’ technical skill

In most cases, a team member can stand in for another

More skilled member of the team tends not to trust the less skilled ones with certain tasks.

Brilliant team members Hard to manage!

Initiative/Proactive Too “loud” sometimes.

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

2. Friendly Support 2.2.4 Strategies There are 2 key strategies that will define the activities of the team in 2003 Strategy Importance Urgency

Implement RFC -> Project -> SOP 1 1 Complete SOPs 2 2 2.2.5 Action Items


Test Disaster Recovery capability Ray June 30

Re-implement Virus Spot checking Ray Apr 30

Pager spot checks Ray Apr 30

Develop process to ensure security updates Ray July 31

Develop a report for weekly log monitoring Ray July 31

Edit outstanding SOPs (Eric has them) Ray May 31

Complete outstanding SOPS (Proxy and Caching, Web Sever, Network Monitoring)

Team Done

Format all SOPs to Rita’s format Ray May 31

Complete move to NT domains Swee Tat Apr 30

Decide if we need to switch ISPs Ray, ST, and PC Apr 30

Execute process for Network Monitoring Swee Tat Done

SOPs for Security and Preventive Measure Swee Tat and Phillipe

TBD


Strength Weakness

Solid technical knowledge Sometimes impatient with request from truly clueless users

Approachable personality Not enough SOPs in place (handover will be difficult).

Intelligent Tend to stray if not managed closely

Versatile: able to take a different role (prototype, development)

Can be undermanned sometimes due to demanding projects

Responsible—contactable during odd hours

Present in the office during odd hours too sometimes

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:

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 Importance Urgency

Build Support for 3rd party SI Teams 1 1 Complete SOPs 2 2 2.3.5 Action Items


Implement easy to use solution for external access to internal file system

Philippe Apr 30

Identify points for strong Infrastructure support and develop SOPs accordingly

Infra June

Work on Support Plan for 3rd Party SI Teams Ray, Infra, Eric and/or Dave

May


Strength Weakness

Have genuine care in making things better

Still relatively disorganized—need some procedures and plans in place.

Helpful to developers Have nothing in place currently for 3rd party SI teams.

Able to provide input not only from infra perspective, but also development perspective.

Messy project environment since it’s in the same machine as everything else.

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 Importance Urgency

Define Business Plan 1 1 Complete SOPs 2 2 2.4.5 Action Items


Deployment process standardization Phillipe May 31

Come up with testing environment testing Phillipe Apr 30


Strength Weakness

Proactive Loud, may not be very tactful sometimes.

Striving for technical excellence May not suggest the most practical solution at times.

Will be pulled in at times to do office system tasks and other things.

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.

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 Importance Urgency

Redefine roles – not just numbers crunching 1 4 Evolve from cash mgmt to cash budgeting 5 5 Adopt professional standards for IPO 2 1 Set up processes to analyze cost of sales 3 2 Set up means to gather info for reports 4 3 3.5 Action Items


Define Board report templates Accountant and Hsien Mar 01

Investigate grant opportunities Accountant Mar 15

Teach Budgeting workshop for mgrs Hsien and Accountant Jan 15

Develop cost analysis system Accountant Mar 15

Develop profit analysis system Accountant Mar 15

3.6 Strengths and Weakness

Strength Weakness

Good practical set of accounts – closely matches operational needs

Limited understanding of accounting concepts, reporting is difficult

Detailed spreadsheets, good records Data not easy to use for planning

Cash closely managed Cash flow unpredictable

Simple system Lacks info for analysis

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


Define and implement Product Dev 1 6 Process

Complete Host Emulator 4 2 Complete ACE V2 3 1 Complete CM2 V2 5 3 Complete Trade Finance V2 6 4 Complete Fees Module 7 5 Complete ACE V3 8 7 MS Integration BSSO->ACE Sample App Fully customized drop downs Consistent research on market, industry 2 8 and technology

4.5 Action Items


Meeting to define a Product Development process (RFC to be produced)

eXtropia developers (led by Cassandra)

Jan 15th

Define research methodology and process (RFC to be produced)

eXtropia developers (led by Stephan)

Feb 11th

Define job scopes for Product developers Ray TBD


Strength Weakness

Solid technical knowledge. The less senior members of the team are still too technology-oriented.

Have the luxury of following a more proper software development process.

Some of the decision will be dictated by business—may not always be ideal for products.

The senior member of the team is a technical guru with very strong domain/business knowledge.

The senior member of the team is separated from the team geographically.

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


Rebuild the team 1 1 Enhance project direction 2 2 5.5 Action Items


Recruit senior project manager in KL Chin Wan Mar 31

Identify other members of KL team to help with PM work

Chin Wan Jan 31

Work out weekly agenda for project meeting

Ching & Chin Wan Jan 20

Start weekly project meeting Chin Wan Jan 20

Improve KL team business knowledge – possible KL Book Club

Chin Wan Feb 14


Strength Weakness

Integrity - Customer believes what our PMs say when issues occur and that we do things in their best interest as we see them

Lack of sense of urgency, control necessary to deliver on time

Technical capability – customer Lack of business knowledge other than

respects our PMS when they speak up

direct projects worked upon

Relationship management – customer feels comfortable communicating with our PMs

Lack of consistent on-going project analysis (risks, dependencies etc.)

Lack of sales acumen (tactical and strategic sales experience)

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.


Define and implement Software Dev 1 2 Process

Technical Skill Improvement 2 1 Improve Collective Ownership & 3 3 Knowledge Transfer Process Improve Business Knowledge 4 4 6.5 Action Items


Define job descriptions for all levels of developers

Ray Jan 21

Define Software Development Process Ray Finalize in February

Finalize ADT vrs Struts Ray Done. Roadmap coming next week.

Cross Train developers Ray Ongoing

Business Training Book Club and more to come

Ongoing


Strength Weakness

All team members in one location Doesn’t currently have a senior team member like Product Development Team has.

Overall solid technical skill Some members are relatively junior

Strong team spirit Too much handholding by senior member at times.

Still too technology-oriented.

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


Define a QA process and procedures 1 1 Improve testing skills by building technical 2 2 knowledge Constant participation of QA team during 3 3 And product development process 7.5 Action Items


Meeting to define QA process and procedures (ie SOPs)

EXtropia developers (led by JC)

Jan 28th

RFC: QA SOPs JC Feb 4th

Acquire technical knowledge from Infrastructure team

JC and Philippe Feb 18th

Attend relevant technical courses to improve testing skills

JC TBD

QA milestones for each project and product development

JC and developers TBD

Constant testing and feedback on all software development in progress

JC and developers TBD

Deliveries of test plans for each project and product

JC TBD


Strength Weakness

Meticulous May be to “stiff” in certain situation

Has the drive to improve the situation Potentially undermanned

Currently no procedures in place.

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


Improve design skills for user interfaces 1 3 Improve domain knowledge 2 2 Expand network of banking experts from 3 1 whom knowledge can be gained Improve Javascript skills 4 4 Improve graphics software application 5 5 8.5 Action Items


Talk to Ching and other people about behind-the-scenes bank processing and approval processes for various facilities once a fortnight (1 hour sessions)

Barb/Jason Jan 07 – Dec 31

Dissect, study and test Javascripts Barb/Jason Jan 01 –

once a week (1 hour sessions, every Friday)

Dec 31

Barb to help Jason improve English skills by giving and assessing reading and comprehension assignments (1 hour sessions, once a month)

Barb/Jason Jan 01 – Dec 31

Improve proficiency in Flash (self-study, Barb June 30

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)

Jason June 30

Learn Flash basics(self-study quarterly presentations with peer ratings)

Jason August 1


Strength Weakness

Fast, clean coding Javascript

Solid HTML coding skills Flash

Good communication skills (Barb) Poor communication skills (Jason)

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


Make reporting a priority 1 1 Develop Sales Collateral (guides, demos) 1 1 Build a team and get them out there 1 1 Get pipeline to 20 Million 1 1 9.5 Action Items


Define 2003 Sales Budget Eric Feb 15

Complete Security Whitepaper Dave Apr 01

Genericize Kok Wei’s S&M docs Dave Apr 01

Develop Deployment Guide Dave Apr 01

API docs for 3rd parties Dave Apr 01

Hire senior sales babe Eric Mar 01

3 Qualified leads in Bangkok Eric Apr 15

Update Sales Brochures Dave Mar 01

Update Sales Guide/SOP Dave Mar 15


Strength Weakness

High calibre team Not enough sales tech support

Support from upper management Too few sales people

Good existing channels and brand

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 Urgency

Improve Reporting 1 1 10.5 Action Items


Exchange with PK Deal Li Yuen Jan 01

Define 2003 Marketing Budget Li Yuen Jan 15

Update Marketing Plan for 2003 Eric, LY, and Dave Mar 15

Get WebWare into Bangkok Press Li Yuen Mar 15

Quarterly brainstorming meetings Dave

Improve market intelligence

Build external relationships


Strength Weakness

Guerilla marketing Relationship with main newspapers

and business newspapers in Singapore, KL, Bangkok, Jakarta and the rest of Asia

Relationship with Computer publications in Singapore & KL

Relationship with Computer publications in Bangkok, Jakarta and other countries that eXtropia may be venturing into

Relationship with Singapore event organizers

Relationship with banks and banking related publications

Relationship with bookshops in Singapore and KL

Banking domain knowledge

Relationship with IT groups in Singapore and KL

Market intelligence

Relationship with event organizers, bookshops and IT groups in Bangkok and Jakarta etc

Strong brand awareness Imprecise positioning

Good marketing skill sets Defocused by extradepartmental tasks

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


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.


Define roles and goals for team 1 1 Streamline processes 2 2 Clarify lines of reporting and authorization 3 3 Create pro-active and intelligent mind-set 4 4 Increase feedback and reporting 5 5 11.5 Action Items


Write job descriptions and define goals Hsien Jan 15

Define line of authority Hsien Jan 10

Plan monthly budget for supplies Linn Jan 3

Monthly admin meeting Rita First Monday


Strength Weakness

Clearly defined rules and procedures Not all procedures efficient

Good record keeping Spreadsheets hard to change, update

Dedicated, hardworking team Need more initiative and thinking

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 Urgency

Improve Reporting 1 1 Set Quality Standards 1 1 Performance Appraisal 2 2 Training and growth 4 4 Contracts and policies 3 3 12.5 Action Items


Set up Appraisal system Ching Mar 31

Update Handbook Hsien Done

Job descriptions Hsien Apr 30

Training and Coaching Hsien & Ching Ongoing


Strength Weakness

Young company with young team that allows flexibility in implementing new approach towards HR policies

Appraisal system is not formalized or structured yet.

Dynamic team of staff who can cross pollinate skills

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

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


Protect eXtropia’s key assets 1 1 Review eXtropia’s exposure 2 2 13.5 Action Items


Budget for IP protection Hsien Feb 28

New contracts for proposals, employees Hsien ASAP


Strength Weakness

Strong business sense Few legal resources

Contracts closely tailored to business needs

Lack of budget

Fast response (relatively speaking) Diffused attention as legal also does other stuff

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


1.maturity 2.responsiveness 3.accountability


Improve Reporting 2 2 Develop ways to build teamwork 1 1 Develop ways to create rapport 3 3 14.5 Action Items


Weekly reports Each manager Fridays

Thinking of three teamwork strategies Each manager Feb 28

Implementing the strategies Each manager By Mar 31

Assessing effect of strategies Each manager By Apr 30

Reports on the strategies Each manager By May 31

Plans for the second half of 2003 Each manager By June 30


Strength Weakness

Motivated, skilled, energetic Inexperienced and/or lack maturity

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


1. On-time, on-budget, on quality 2. We are not tech consultants, but business consultants 3. Better than the specs


Define SOPs 1 2 Develop more 3rd party friendly installers 2 1 15.5 Action Items


Recruit Product Development Manager Gunther / Ray Apr 15


Strength Weakness

Self Managing Team No Product Development Manager

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.


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 Urgency

X 1 1 16.5 Action Items



Strength Weakness

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.


1) Ease of use 2) High quality support 3) Customizability


Allocate fixed time for BBS/Mailing list processing 1 2 Use an issue tracking system to handle Questions/requests 2 1 Allocate fixed time for ADT improvements 3 3 17.5 Action Items


Spend x hours/week processing Perl BBS/Mailing list

Philippe/Jason Ongoing

Spend x hours/week processing Java BBS/Mailing-list

Ray/ST Lim Ongoing

Install and use an issue tracking system on www.extropia.com

Philippe/ ST Lim End February

Reimplementation of the open source website

Philippe/ ST Lim End March

http://www.extropia.com/

- search engine

- web CVS Philippe/ ST Lim End March

- mailing list archives Philippe/ ST Lim End March

- self updating static site Philippe/ ST Lim End March

- fully working demo (Java & Perl) Philippe/ ST Lim End March

- self updating demos Philippe/ ST Lim End April


Strength Weakness

Large user base Not enough ADT specialists

Community of developers helping ADT development

Not enough internal resources allocated in helping / guiding them

Many demos and free applications are available

They are difficult to keep updated and support.

The website has a great deal of useful resources

The website is not easy to navigate & search, and has many broken links (388) and outdated information

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


Improve Reporting 1 1 Recruit biz devt person Improve our technology to better support Partners Develop partner training program Develop partnering document template 18.5 Action Items



Strength Weakness

Good network of contacts Lack of resources

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


1. Professional 2. Effective and efficient support to both internal and external clients 3. On time on budget on all projects


Create self sustaining operations and cash flow 1 2 Build a technical team capable of doing SI and development work for eXtropia Singapore 2 1 Build a sales team to do sales on other verticals 3 3 Create a KL brand using eXtropia’s branding strategy 4 4

19.5 Action Items


Write business plan for year 2003 Chin Wan 31 March

Apply for grant for R&D in KL Chin Wan, Hsien & LY

31 March

Hire 2 developers for KL team Ian Clark 30 June

Find out more about setting up an office in KL

Chin Wan & Kok Wei

28 February

Setup infrastructure for KL team Kok Wei 31 March


Strength Weakness

Strong teamwork Lack of support from top management

Quick response Too reliant/dependent on BCB

Strong technical team Punctuality to office

Flexible Poor client management

Dedication