EXPRESSION OF INTEREST

TO
PROCURE, INSTALL
AND MAINTAIN AN ELECTRONIC NATIONAL INTEGRATED
MONITORING AND EVALUATION SYSTEM (e-NIMES)

PRESENTED BY:
PKF CONSULTING LTD
TEL: +254 20 427 0000,
+254 20 444 66 16-9
Kalamu House, Off Brookside Drive, Westlands,Grevillea
Grove, Nairobi City, Kenya P.O. Box 14077– 00800 Nairobi
Email: consult@ke.pkfea.com

CONTACT PERSON
DAVID KABEBERI

17 February 2015
The Principal Secretary
Ministry of Devolution and Planning
P.O. Box 30005 - 00100,
Nairobi, Kenya

Dear Sir/Madam,

We at PKF are pleased to supply the required services in accordance with your Request for
Expression of Interest which was advertised on the dailies and we hereby present to you our
complete proposal on how we intend to take on the assignment.

We are delighted for the privilege extended to us by ministry of devolution, to express our
interests to be your Consultants for the project implementation. Our proposal is based on our
understanding of your requirements from your terms of reference.

In this particular assignment, we have collaborated Valforma Technologies to provide the above
services. We will work together as a consortium.

We understand you are not bound to accept any proposal you receive.
Yours sincerely,

David Kabeberi
Managing Director
PKF Consulting
TABLE OF CONTENTS

1. FIRM’S BACKGROUND

2. FIRM’S EXPERIENCES

3. COMMENTS AND SUGGESTIONS ON THE TERMS OF REFERENCE

4. DESCRIPTION OF THE METHODOLOGY AND WORK PLAN

5. PROPOSED SOLUTION

6. TEAM COMPOSITION AND TASK ASSIGNMENT

3
 1. FIRM’S BACKGROUND

Consultant’s Organization

PKF Consulting Limited is an affiliate of PKF Kenya established over 50 years ago to provide
contemporary business advisory services of internal audit, forensic audit, human resource
consultancy services and corporate finance. The consulting department specialises in the areas of
risk assessment and risk management, internal audit services, forensic investigation services,
human resource consultancy services, business management and training, financial management
and training, strategic planning, business development and diversification strategies, financial due
diligence, project feasibility studies and business planning, corporate governance, organisational
development and group dynamics, computer based financial forecasting, privatisation, restructuring,
profitability improvement and efficiency studies, Spend analysis and strategic sourcing.

Our ICT consulting team will help you identify and understand the requirement of your organization
pertaining system requirement analysis process, system specification analysis, assess the current
system and ultimately guide you towards technical efficiency for your system design and
implementation.

PKF Kenya is well represented in Eastern Africa. The firm has offices in Nairobi, Mombasa,
Kisumu, Nakuru, Malindi, Kampala, Dar-es-Salaam, Kigali, and associated offices in Addis Ababa.
In the region, the firm comprises of 25 partners and directors, with a total staff force of over 600.
PKF Kenya is a member firm of PKF International Limited network with around 300 member firms
and correspondents in 440 locations in around 125 countries providing accounting and business
advisory services. Our member firms share a commitment to providing clients with high quality,
partner-led services that are tailored to meet clients' own specific requirements. The firm prides
itself in being an equal opportunity, multicultural firm with the majority of its partners from East
Africa. Our unique understanding of the local markets enables us to provide holistic, innovative and
relevant business solutions, taking into account the distinct market forces and constraints that come
into play within the region. Our capabilities are further strengthened by strategic alliances with
associates in the information technology and legal services sectors. High quality work and
impeccable ethics in all our dealings with clients, colleagues and stakeholders characterise our
values and culture. We combine this with a deliberately informal tone and a staff make up of
dynamic rounded individuals with a positive attitude and lifestyle. All PKF member firms agree to
adopt shared professional standards, develop and use internationally developed technical manuals,
interact through international training and staff exchange programs, and share a common IT
platform and resources for delivering standardized solutions.
PKF has experience in managing complex ICT consultancy work in various countries. Our areas of

4
expertise is ensuring successful investigative services and quality delivery.

Our Mission
 To support and guide clients to achieve success in their business by acting as their
trusted business advisors.
 To provide quality, cost effective, personalised and innovative business solutions to meet
the changing needs of our clients.
 Empower our manpower through continuous professional development to face the
dynamic global challenges.

Our philosophy
We are committed to promoting high standards of discipline, excellence and ethics through
adherence to the firm‟s quality standards and value charter and the laws of the country and
the profession.
 We believe in recruiting and retaining sound and professional and support staff, providing
training and opportunities for growth in a stimulating and enabling environment.
 We are dedicated to maintaining a strong internal administration, thereby enabling
provision of quality service and ensuring client satisfaction.
 At PKF relationships are our top priority, and we strongly believe that good relationships with
our stakeholders are a pre-requisite to success

Our Service Delivery System

PKF has an efficient and effective in-house service delivery mechanism, capability, and approach to
work and expertise that will adequately respond to undertaking of this assignment. The consultancy
service that we provide to our clients takes participatory approach that incorporates the inputs of the
key process actors and stakeholders. The critical success factors and the key features of our
approach that will help in successful completion of internal audit consultancy:

 Client first principle. PKF‟s first responsibility is to the client. We measure our success by
the manner in which we meet our responsibility to our client and we define progress as being
more responsive to those who place their trust in us, our client.
 Experience to perform the work efficiently and quickly. We have performed similar
assignments for various organizations and have already gathered useful information that will
help in our understanding of the issues in internal audit consultancy. The relevant
assignments we have undertaken are presented in section that follows.
 A team of specialists focused on similar work. PKF provides a team of specialists working
under very proactive management and times scales to ensure that tasks run parallel, and are
properly integrated. Our team of professionals understand what it takes in the Information

5
 systems audit consultancy and have carried out similar assignments in East Africa.
 Comprehensive understanding of the assignment’s objectives and surrounding
environment. Our team comprises of local expertise that have the knowledge of the
operating environment and have carried out similar assignments in East Africa.

ICT Consultancy and Advisory

PKF has experience in managing complex ICT consultancy work in various countries. Our
areas of expertise in ensuring successful investigative services and quality delivery
include the following:
 IT System Audit

 Gap Analysis

 Vulnerability Testing

 Penetration Testing

 Pre and Post Implementation Audits

 ICT Strategy and Roadmap development

 Developing ICT policies, procedures and guidelines

 Business Process Management

 Application Development

 IT Training

The success of similar past projects demonstrates that PKF has a record of achieving this.
We appreciate the need to adapt to the local environment and culture and pursue a
consultative and participatory process with local stakeholders in order that projects are appropriate,
effective and accepted. We seek to maintain an open dialogue and maintain appropriate
confidentiality and efficiency in bringing the objectives of this proposal.

6
 2. FIRM’S EXPERIENCE

PKF is a firm of highly qualified and experienced consultants. The firm has the relevant manpower to provide
to procure, install and maintain an electronic national integrated monitoring and evaluation system (e-
nimes).The consortium has consultants and associates who have undertaken similar work, some of which
include;

1. Client: Ministry of fisheries- Kisumu County

Project: efish (fisheries market information system and M& E)
Contact person: Robert W afula
Title: Principal Fisheries Officer
Email: Robert_innocent34@yahoo.com

2. Client: Equator Bottlers

Project: Enterprise distribution system
Contact Person: Jude Mbithi
Title: Business Intelligence and Route To Market analyst
Email: jude.mbithi@gmail.com / Tel: 0728204473
W ebsite: www.equatorbottlers.co.ke

7
Valforma IT

8
 3. COMMENTS AND SUGGESTIONS ON SCOPE OFASSIGNMENT

On the Terms of Reference

The request for expression of interest and terms of reference provides details of the scope of work
to be undertaken. However, we have the following comments:

a) Appointing an internal project team

For the assignment to be successful, it will be important that Ministry of Devolution appoints an
internal project team led by a senior member of management. The role of the project team will be:

 Monitor the assignment together with our core team;

 Assist in setting appointments with key staff ;
 Assist in resolving key project issues, for instance, lack of availability of information;
 Assist in validating the developed processes; and
 Coordinate the review process for the draft and final reports to ensure comments
are received on a timely basis from Ministry of Devolution.

b) On the Counterpart Staff and Facilities

We note that Ministry of Devolution is committed to ensuring that all relevant records and staff are
available for purposes of the assignment.

c) Availability of key staff and information

To ensure that we deliver within the required time period, it will be important that all key staff and
relevant information requested is available on a timely basis. The project team as described above
should also be available for meetings and follow up of agreed action points.

d) Timely response

To ensure that we deliver within the required timelines, it will be important for the project team and
key stakeholders to provide comments and input on a timely basis. We will hold a validation
workshop at the end of the process and it will be important for management to provide comments
promptly.

30
 e) Organisation of meetings and workshops

Ministry of Devolution will be responsible for organizing meeting and workshops during the process,
including the respective logistical and administrative costs and arrangements. However, we
envisage that meetings will be held at Ministry of Devolution offices.

f) Office space

Our team of experts will require office space during the duration of the assignment while at Aga
Khan Foundation East Africa. It will be important for management to avail a room for our team.

31
 4. METHODOLOGY AND WORK PLAN FOR PERFORMING THE ASSIGNMENT

Introduction

The Ministry of Devolution and planning, through the Monitoring and Evaluation Department (MED),
has received funds through its Capacity Development Project and wishes to use part of the funds to
procure, Install and maintain an electronic National Integrated Monitoring and Evaluation system (e-
NIMES). The system will be used to report in real-time the implementation and progress of the
government’s projects, Programmes and policies. The system will have among other features, the
capacity to display results using the traffic light dashboards and should be able to perform statistical
analysis as part of the reporting process.

Scope of work or services of the assignment;

(i) Supply and install e-NIMES system with the necessary licenses to cover all Ministries, Counties,
Departments and Agencies (MCDA’s). The Ministry of Devolution and Planning will provide the
necessary servers and any other requisite hardware;
(ii) Configure the software to reflect results for all MCDA’s;
(iii) Train users/administrators/technical support staff from all MCDA’s;
(iv) Develop an e-training manual for the e-NIMES;
(v) Make sure that the consultant works with MED staff in order to build local capacity in use of the
software;
(vi) Spearhead process of data capture from all the MCDA’s;
(vii) Provide integration with the system and the existing databases and be able to import data from the
databases which may add value to the reporting process. Such databases may include but not limited
to IFMIS, e-ProMIS, HMIS, EMIS, PC system and IPRS and;
(viii) Produce the Presidential, other dashboards, score cards and any other reports for all the MCDA’s
as will be agreed upon between the consultant and the MDP;
(ix) Commissioning and handing over of the system with the source code (if applicable) and copyrights
to the Ministry.

32
 THE SPECIFIC OBJECTIVES OF THE CONSULTANCY WORK

1. Capacity assessment, review ,requirement implementation analysis, System, evaluation, selection

and implementation

 Functional fit Technology adopted Support provided

 Proposed implementation methodology
 Experience of consultants
 Firms’ previous experience
Cost;

 Total software cost

 Annual support cost
 Implementation cost
 Related hardware cost

2. Go live readiness assessment.

 Adequacy of infrastructure to support the MIS system for optimal performance.

 Evaluation of organization network security layout and controls
 Host severs environment and security controls.

3. System Implementation

 Environment Preparation (test, development & production)

 System deployment / Installation
 Quality assurance over data migration
 To ascertain that external applications are securely connected to the MIS.
 User acceptance tests (UAT)
 Sign offs

4. To give a detailed report on the new system to ascertain that all the needs and expectations as
detailed out in the vendor contract/terms of reference, have been fully met.
5. To certify system implementation progress before any installment payment.

33
 STRUCTURE OF THIS PROPOSAL

This proposal has been is organized into the following

sections:

Section 1: Our specific objectives

Section 2: Our Value proposition & Experience Statements

Section 3: Our Methodology and Approach

Section 4: Team Composition & Task Allocation

Section 5: Proposed Solution

OUR VALUE PROPOSITION

We envisage the overarching goal of ICT within an institution such as Ministry of devolution as
being to support, simplify and stimulate good governance both within the Organization and in
its interaction with relevant stakeholders such as customers, suppliers,donors, works,
organizations regulatory authorities.

We understand that organizations, such as Ministry of devolution, encounter many challenges as

they work to scale their information-processing capacity to keep up with demand. In smaller
organizations, simple applications software may be sufficient for basic functions such as accounting,
e-mail, database applications, and web services. Over time, demand for increased processing
capacity can cause a growth explosion requiring an M& E information management system.

An organization would then begin exploring some of the same MIS that larger organizations use
to meet expanding business requirements in a way that keeps capital and operational expenses in
check through project management.

34
 OUR METHODOLOGY & APPROACH

This section sets out our approach to providing the requested services. Our approach is based on
tried and tested best practice standards and frameworks and has successfully been used in similar
assignments.

INTRODUCTION TO OUR METHODOLOGY AND WORK PLAN

The objective of this consultancy is to to oversee the implementation of the proposed system and
customization that meets all the government needs and adherence to the high standards of system
security and data integrity.

OVERVIEW OF OUR APPROACH

The key objectives of each aspect of our approach and as specified in the TOR are outlined below:

The order of the stages (1 – 5) is not indicative of the chronological order in which the assignment will
be carried out. Our methodology has been presented in these stages to indicate how we have
covered the terms of reference. The time frame of the stages is indicated in the section on Time and
Work schedule.

 Stage 1 – Planning and Mobilization

 Stage 2 – Project Preparation

 Stage 3 – Needs Assessment

 Stage 4 – Solutions Selection and Development

 Stage 5 – Solutions Testing, Implementation and Training

 Stage 6 – Project Closure and Handover

 Stage 7 –System Support and Maintenance

35
DETAILED METHODOLOGY AND WORK PLAN

The structure of the rest of this section ‘methodology and work plan’ is set out below. In the sections
that follow we discuss our detailed approach and methodology towards completing the various stages
and tasks as outlined below.

36
STAGE 0: PLANNING AND MOBILIZATION

Objectives of this stage:

The objective of this activity is to prepare an integrated project plan for the successful
completion of consultancy services to Ministry of devolution.

Tasks:

 Discuss Ministry of devolution, Limited’s objectives as regards to the

timetable and the timing of the assignment.
 Prepare our team for the assignment by updating ourselves to the relevant procedures,
information and related Ministry of devolution’s policies.
 Prepare project plan for the proposed assignment, indicating milestones, critical path
tasks, responsibilities.
 Discuss the timetable and plan with respective personnel.
 Get Ministry of devolution’s approval of the proposed plan.
 Refine i n f o r m a t i o n r e q u e s t s , t o o l s a n d m e t h o d o l o g i e s , w o r k p l a n s
and work checklists.
 Get approvals and kick off project.
Outputs:

o MS project plan
o Inception report
o Inception meetings

Tools and Methodologies:

o MS Project or written plans.

o Meeting
o Team brainstorming session.
o Information reviews.
Resources and assistance from Ministry of devolution:

o Valforma ICT and PKF consultants

o Key Kenya Marine Fisheries Research Institute staff members to attend planning
meetings.

37
Sample Project Plan

38
STAGE 1: PROJECT PREPARATION

Objectives of this stage:

The objective of this task is to review the business information model and the systems currently in place
within the organization.

Tasks:

 Review of Software Utilization level in organization

 Review of existing IT security and Database risk exposure
 Review Software Applications within the Organization
 Review current Hardware in place as per Application Requirements
 Review level of security in place
 Review power setups in place
 Review related processes and reporting structures

Outputs:

 Meeting

Tools and Methodologies:

 MS Project or written plans

 Meeting
 Team brainstorming sessions
 Information reviews
 Infrastructure review

Resources and assistance from Ministry of devolution:

 VALFORMA and PKF ICT consultants

 Key Kenya Marine Fisheries Research Institute staff members to attend planning
meetings.

39
STAGE 2: NEEDS ASSESSMENT

Objectives of this stage:

The objective of this stage is to evaluate and assess the company’s current Data Center infrastructure,
what has been done since the last report was done and compare these with current market best
practices.

Tasks:

 Analysis of current Data Center infrastructure

 Identify gaps from previous report
 Analysis of software and infrastructure security
 Analysis of storage requirements
 Analysis of intranet application
 Analysis of Power setups and utilizations
 Inputs from the Ministry of devolution team
Outputs:

 Brainstorming sessions

 Draft work plan

Tools and Methodologies:

o MS Project or written plans

o Meetings, briefings, workshops
o Team brainstorming sessions
o Verification of applications, Infrastructure and People involved

Resources and assistance from Ministry of devolution

 VALFORMA and PKF

consultants
 Key Kenya Marine Fisheries Research Institutestaff members to attend planning
meetings.

40
STAGE 3: SOLUTIONS SELECTION/DEVELOPMENT

Objectives of this stage:

The objective of this stage is to identify and select vendors that would implement the required solutions
within the quality and budget requirements of the organization.

Tasks:

 Develop the TOR’s

 Ask for proposals where Ministry of devolution has not already done so
 Develop System/Vendor Selection and Customization
 Regular meeting with Ministry of devolution to a certain system progress
 Prepare the team for the implementation
Outputs:

 Evaluation Meetings
 Team brainstorming sessions
 Final list of suppliers

Resources and assistance from Ministry of devolution:

 VALFORMA ICT consultants and development team

 Key Ministry of devolution staff members, to attend planning meetings.

STAGE 4: SOLUTIONS TESTING ,IMPLEMENTATION AND TRAINING

Objectives of this stage:

The main objective of this stage is to monitor the project ensuring that the deliverables of the TOR’s are
achieved within the requirements of the organization.

Tasks:

 Project implementation monitoring and control.

Outputs

 Signed project activity and milestone report

 Signed project completion certificates
 Documentations from the suppliers

Tools and Methodologies:

o Meetings
o Briefings
o Final Workshop

41
STAGE 5: PROJECT CLOSURE & CLEANUP

Objectives of this stage:

The main objective of this stage is to successfully close the project and handover to the Kenya Marine
Fisheries Research Institute

Tasks:

 Handover of documentation and training material

Outputs

 Signed final project completion report

STAGE 6: SYSTEM SUPPORT AND MAINTANANCE

The main objective of this stage is to provide technical support to the ministry of devolution during the
initial stages of using the system

Tasks:

 Provide any technical support needed and fix any bugs that arises
Outputs

 Fully functional system, understood by Ministry of devolution staff

42
Project duration

This project can be completed within the specified period if the following is adhered to:

 All information requested at the contract signing stage is available within the first week
of the project start date. If there are delays in providing this information or any other
information as the assignment progresses or in the quality of this information, this will
have implications on the project duration, the effort level and costs.
 All management and stakeholder meetings are promptly held.
 Payments are made promptly to avoid project delays because of fund mobilization
issues. In particular appropriate mobilization payments would need to be agreed and paid
prior to project kick off.

Assistance from Ministry of devolution

We would like the following to be made available during the project duration:

 A steering committee comprised of key officials related to the project

 A project office for our consulting team to sit up to 2-3 staff at Ministry of devolution
equipped with telephone, printer and photocopier. We request that appropriate MIS
Ministry of devolution staff members be identified to work with us throughout the project.
The key roles will be:
 Facilitate access to all ministry of devolution premises and data.
 Information preparation – coordination with ministry of devolution staff and
departments and to collate that information
 Preparation of facilities e.g. organizing the venues as may be required, equipment, etc.
 Coordination of data assembly brought in by the ministry of devolution MIS staff.
 Organize key stakeholder meetings and workshops
 Full access, availability of the management and key staff during the assignment.

6.

43
Our Proposed Solution
Kenya Vision 2030 is the country's development programme covering the period 2008 to 2030. Its
objective is to help transform Kenya into a "newly industrializing middle income country providing a
high quality of life to all its citizens by 2030 in a clean and secure environment."[3] Developed through
"an all-inclusive and participatory stakeholder consultative process, involving Kenyans from all parts of
the country," the Vision is based around three "pillars": Economic, Social, and Political.

In order for the government of Kenya to accomplish the above goals, we at PKF have proposed the
below solution. It is tailored to work with the existing government systems such as Top-down budget
tracking from IFMIS, bottom-up expense reporting from County LAIFOMS system and new IFMIS e-
pocurement and spend modules.

In the next few pages we are outlining our proposed solutions that should work very effectively to meet
the Ministry of Devolution and Planning needs.

Oracle Business Intelligence Foundation Suite

Oracle’s Business Intelligence offering is a middleware solution that includes the BI Server containing
the Common Enterprise Information Model. The BI Server provides a centralized business model
view, can serve as an advanced calculation and integration engine, and provides native database
support for a variety of databases including Oracle.

Front-end components in OBIEE 11g provide ad-hoc query and analyses, high fidelity reporting (BI
Publisher), strategy and balanced scorecards, dashboards, and linkage to an action framework for
automated detection and business processes. Additional integration is also provided to Microsoft
Office, mobile devices and other Oracle middleware products such as WebCenter.

 Enterprise Reporting: Oracle Business Intelligence (BI) Publisher (formerly XML Publisher) is
an enterprise reporting solution for authoring, managing, and delivering highly formatted
documents, such as operational reports PDF forms, shipping labels, checks, sales and
marketing letters, and much more. Built on open standards, reports can be designed using a
feature-rich online layout editor or through familiar desktop products and viewed online or
scheduled for delivery to a wide range of destinations. While Oracle BI Publisher is fully
integrated with OBIEE 11g, it can also be deployed separately.

44
 Ad hoc Query and Reporting: A powerful ad-hoc query and analysis environment that works
against a logical view of information from multiple data sources in a pure Web environment.
This single interface is designed to seamlessly handle both relational and OLAP style analysis.
 Interactive Dashboards: Rich, interactive pure Web dashboards that display personalized
information to help guide users in effective decision making.
 Scorecard and Strategy Management: Extends the Oracle BI Enterprise Edition (OBIEE)
with capabilities that enable strategic goals to be communicated across the organization and
monitoring progress over time. Oracle Scorecard and Strategy Management includes
visualizations that graphically communicate strategy & strategic dynamics using Strategy
maps, Cause and Effect diagrams, and Custom views. Scorecard metadata objects and
visualizations are treated just like any other OBIEE 11g metadata object and can be easily
embedded in dashboards, ad-hoc query and analysis views and can be monitored as alerts.
 Actionable Intelligence: Consists of an Action Framework that provides the ability to invoke a
workflow, web services, web content, additional BI content, java method, and other custom
procedures from any delivery channel and an alerting engine that captures and distributes
notifications via multiple channels in response to pre-defined business events and/or data
exceptions to speed exception based decision making.
 Integrated Search: Ability to search existing content based on full indexing of Dashboards,
Analyses, Views, Prompts, KPIs, Scorecards, Publisher Reports, Agents, Actions, Catalog, and
Folders. Ability to drill into BI with context; Index metadata & prompts. Search results can be
secured via SSO integration.
 BI on the go: Consists of capabilities to provide Business Intelligence content when the user
is not directly connected to the enterprise network. Includes Briefing Books — reports that
capture a series of snapshots of an Oracle BI Dashboard or report allowing the information to
be viewed offline in presentation style; rich integration with Microsoft Office allowing for
interaction with BI content and access to pre-built analysis and mobile from Office products.

45
46
47
Oracle Scorecard and Strategy Management

Oracle Scorecard and Strategy Management, a part of Oracle Business Intelligence Foundation Suite,
extends the Oracle BI Suite Enterprise Edition (OBIEE) with capabilities intended at communicating
strategic goals across the organization and monitoring their progress over time. The Scorecard and
Strategy Management module provides capabilities to establish specific goals, define how to measure
their success, and communicate that information down the entire organization. Armed with the insight,
employees can understand their impact on achieving success and align their actions accordingly. As
they use Scorecards to measure the outcome of their actions, they can quickly make adjustments as
needed to successfully achieve the goals.

48
Oracle Scorecard and Strategy Management enables organizations to:

 Provide a framework that organizes strategic thinking and performance measurement.

 Clarify and build consensus on strategic direction.
 Communicate strategy and measures of success.
 Align behavior and increase focus on priority initiatives.
 Support strategic planning through metric relationship analysis and organizational learning.

Oracle Scorecard and Strategy Management provides organizations the necessary tools to:

 Define organization's strategic goals.

 Establish strategy.
 Establish key performance indicators.
 Monitor scorecards.
 Override assessments if necessary.
 Communicate status to stakeholders within the organization.

While the foundation behind the scorecard application is the Balanced Scorecard theory, the Oracle
Scorecard and Strategy Management module can be used to align with any management framework,
such as Baldrich or total quality management, or it can be used as a purely operational measurement
reporting tool; it truly is an information delivery and communication tool.

Oracle Scorecard and Strategy Management Features

KPI Builder and Actions

The KPI Builder allows customers to build Key Performance Indicators to be used within scorecards
and dashboards. OBIEE KPIs leverage the BI server's semantic layer to provide multidimensional and
hierarchical KPIs that allows business users to monitor performance from the highest levels of the
organization down to the lowest operational details.

KPIs created by business users can also trigger contextual actions defined within the OBIEE action
framework. KPIs have the ability to trigger actions such as:

 Email Alerts
 ERP Workflow
 Invoke Web Service
 Execute Java methods

Annotations, Attachments and Collaboration

While viewing KPIs, Initiatives or Objectives; business users can initiate discussion threads and attach
related documents to collaborate with other users. These discussions will then be associated with
those items and are contextually available from any of the visualizations.

New Visualizations

As part of Scorecard, OBIEE delivers new visualizations focused on communicating strategy and
casual relationships between, KPIs, Corporate Objectives and Initiatives. These views will be available
within scorecards or can be embedded within OBIEE dashboards. Some of these views include:

 KPI watch Lists

 Strategy Trees
 Strategy Maps
49
  Cause and Effect Maps
 Custom Views

Oracle Essbase

Oracle Essbase, a part of Oracle Business Intelligence Foundation Suite, is the market leading online
analytical processing (OLAP) server for enterprise performance management (EPM) applications.
Designed specifically for business users, Oracle Essbase supports forecasting, variance analysis, root
cause identification, scenario planning and what-if modeling for both custom and packaged
applications. It can be tightly integrated with multiple data sources and the information generated can
be delivered through a wide variety of reporting options. Engineered for scalability, security, and rapid-
response, Oracle Essbase brings advanced analytics to the business user to enable greater
understanding of the business, alignment of resources and improved business results.

Rich User Experience

Oracle Essbase brings powerful online analytics processing (OLAP) directly to the business user.
Query results can be displayed through interfaces of the user’s choice, including Microsoft Office
tools, and the variety of intuitive reporting options which Oracle offers. With the advantage of
consistent, sub-second response times, users can interact with the data at the speed-of-thought
without support from technical experts. This ability to “converse” with the data—understanding that an
answer to one question leads to another—enables business users to better identify and analyze the
metrics and relationships that influence performance, and to make better, more informed decisions.
Users can share their saved reports, and modify their appearance, or create powerful additional
queries as new questions arise.

Multidimensional Representation and Extension

Data is categorized in Oracle Essbase in the form of dimensions, a dimension could for instance
represent a time period or a product or a customer. Thus a query may be to compare actual sales for
a product in a specified state during the month of March 2010 with the corresponding budgeted value
for that month. There are often relationships between members of a dimension and these
relationships are represented by a hierarchy. A hierarchy enables mathematical calculations to be
executed against the data, so for example all the sales for individual states can be aggregated to
create a value for the entire country. Oracle Essbase allows multiple hierarchies to be established so

50
data can be speedily calculated or aggregated. Structures in Oracle Essbase such as dimensions and
hierarchies are displayed in the “Outline”, which is a graphical representation that enables authorized
users to easily review and maintain structures as business requirements change.

Users can extend data by using metrics or drivers to estimate what results will be in the future. These
driver metrics can be based upon history, trends or entered by the user. These forecasted results can
be compared with actual results and the reasons for variances investigated so that more accurate
forecasts may then be produced. Users can also create further scenarios where they may model for
exceptional changes in business and be prepared for turbulent trading conditions through this “what-if”
analysis. This assists fast resolution of business issues and for risks to be managed.

Most Highly Advanced Calculation Engine

At its core Oracle Essbase contains a high performance calculation engine with over 350 pre-built,
out-of-the-box functions. This comprehensive library enables Oracle Essbase to scale from simple
aggregations to complex, cross-dimensional allocations. Financial formulas of all types are included to
support business model development. In addition, business rules can be created to manage complex
calculation requirements using a spreadsheet-like syntax.

Reporting Options

A wide variety of users, from many departments, will want to use Oracle Essbase. Delivering the
information to them in a suitable form is of paramount importance. Data can be delivered to Oracle
Business Intelligence Suite Enterprise Edition and in addition presented through a variety of formats
including interactive dashboards, financial and production reports, Microsoft Office and advanced data
visualization tools. Each of these reporting options suits a particular purpose, but all use the same
data, and common data definitions ensuring consistency across the enterprise.

Open, Scalable, and Secure

Oracle Essbase can be populated through a wide variety of tools that allow it to access any commonly
recognized data source; the data can then be combined into a single analytic view, so the entire
enterprise can be consistently reported upon.

Many organizations have multiple, large data sources from which the data needs to be extracted.
Oracle Essbase performance is unmatched, offering inherent capabilities to optimize data load and
recalculate data sets so results are speedily available to the users. Oracle Essbase enables detailed
analysis of terabytes of data for thousands of simultaneous users providing up-to-the-minute,
dependable information. This high-speed analysis provides business users speed-of-thought
responsiveness to manage performance in real time.

User scalability features such as caching, multithreading, partitioning, and cross platform support
enable IT professionals to use fewer servers to support many analytic applications and large user
communities. Supporting 64-bit architectures, Oracle Essbase enables larger analytical models with
shorter calculation times, increasing the potential size of analytic applications, and the number of
concurrent users. In addition, its n-tier architecture provides connection pooling, load balancing, and
automatic failover so IT employees meet service-level requirements. With its High Availability Services
feature, Oracle Essbase delivers distribution of processing across multiple physical servers to
increase application availability.

With the potential to support thousands of users accessing significant volumes of data, security is a
priority. Oracle Essbase leverages the Oracle EPM system foundation’s common authentication
system offering both high level and detail cell level controls and the support of Group or Role based

51
security models. In addition, Oracle Essbase supports Oracle Fusion Middleware security components
like Oracle Internet Directory, Oracle Identity Management, and a single sign-on for Oracle Enterprise
Performance Management Workspace.

System Maintenance and Deployment

Manageability features within Oracle Essbase drive down IT costs. These features include packaged
business product management applications; J2EE; .NET development tools; certified enterprise
resource planning/customer relationship management application integration adapters; administrative
wizards; automated maintenance scripts; Unicode support; and reusable dimensions, hierarchies, and
business rules. The open architecture also lowers costs to develop, deploy, and maintain by
leveraging existing IT skill sets. In addition, Oracle Essbase supports efficient, automated backup and
restoration of the database as well as lifecycle management that provides a consistent way for
administrators to migrate applications and artifacts across product environments.

Oracle Essbase leverages Oracle’s Hyperion Foundation Services and Oracle Fusion Middleware to
provide a common platform of services upon which companies can create, deploy, and manage EPM
applications in one place.

ORACLE BI SERVER

Oracle BI Server is a highly scalable, highly efficient query, reporting and analysis server that provides
services that enable the other components of the Business Intelligence Suite such as Analysis &
Interactive Reporting, Dashboards, Data Mining and Analytic Applications.

The Oracle BI Server exposes its services through standard ODBC and JDBC-compliant interfaces.
Clients of the Oracle BI Server see a logical schema view independent of the source physical
database schemas. Oracle BI Server clients submit “Logical” SQL, which ultimately gets translated by
the server to native, source-specific data source query languages like SQL and MDX. Intermediate
processing to calculate complex business metrics and integrate multiple data sources occurs within
the Oracle BI Server Execution Engine. The Oracle BI Server infrastructure includes facilities such as
session and query management, cancellation, statistics logging, monitoring, and other server
administration functions.

COMMON ENTERPRISE INFORMATION MODEL

52
The advanced semantic layer structure used in the Oracle BI Server is called the Common Enterprise
Information Model. This model provides a single version of truth for all BI system users and
applications. It takes advantage of all the features of the BI Server. This model is layered to provide
flexibility and maintainability:

 Physical Layer: models each physical source’s connection parameters and schema. In the
case of a relational source, the schema would include tables, columns, joins, and security
parameters. Metadata rich multi-dimensional sources like Oracle Essbase, Oracle OLAP
Microsoft SQL Server Analysis Services or SAP BW, the full metadata models are imported
including measures, dimensions and hierarchies. This is the only layer that is aware of the
physical nature of the source, such as whether it is relational 3rd normal form, star, snowflake,
multidimensional cubes or XML. If the source is a database, this layer is the only one that is
aware of what brand and release the database is, and what functions it does or doesn’t
support.
 Business Model and Mapping Layer: models the way the business elements function:
conformed dimensions and hierarchies, measures (including aggregation rules, complex
business calculations, and dimensionality and time series), data security rules, and human-
readable attributes and dictionary definitions. The mappings from the semantic objects back to
the physical objects define the federation and aggregate navigation across multiple sources.
Because of this layering and mapping, the physical source can migrate to a different brand of
database, or even add an aggregate, without impacting the business model, presentation layer
or reports.
 Presentation Layer: organizes the semantic objects, or “logical columns,” into “logical tables”
that can be exposed to users by role. Presentation tables and columns are completely
localizable allowing a single implementation to consistently support users across languages
around the globe. These are normally the only objects in the semantic layer that are exposed
via the ODBC and JDBC interfaces, whether the client is Oracle BI, a custom program or a 3rd
party BI tool. This allows the administrator to provide subject organization to make objects
easy for users of Oracle BI Foundation clients or other third party client tools to find, as well as
to apply role-specific security.

Physical Data Storage Independence

The Oracle BI Server and its Common Enterprise Information Model eliminates the need for business
users to understand physical data storage and enables them to combine data from multiple enterprise
information sources quickly and easily. Some of the key features of Oracle BI Server in this area are:

 Combining Structured Data from Multiple Sources: Oracle BI Server allows users to
combine data from multiple applications or databases in a single calculation. For instance, to
compare sales forecasts, quotas, and actual revenue to accurately predict revenue growth, a
business user may need to combine data from three sources – the forecasting system, the
sales system, and the general ledger. Within the Common Enterprise Information Model and
Oracle BI the three sources appear as one logical source to the business user.
 Combining Relational and OLAP Data Sources: Oracle’s Common Enterprise Information
Model allows users to combine data from a relational system and an OLAP source in a single
calculation. For example, a user can compare sales forecasts from an Oracle CRM System
with budget data from an Oracle Essbase planning application. To clients of the Common
Enterprise Information Model, the forecast and budget data appear to be from the same logical
source.
 Combining multiple Relational databases, in memory databases, or Relational and
OLAP, for Aggregate Navigation: Pre-building measure aggregations during the load window
53
 is the most important data warehousing practice for achieving good query performance on
large datasets, usually producing three or more orders of magnitude improvement overall. The
Oracle BI Server has sophisticated “aggregate navigation” features to take advantage of all
available aggregates transparently - users see the performance improvement without being
aware of the extra tables. The BI Server uniquely allows the aggregate tables to exist in a
different database than the detail tables, or for the aggregates to use a multidimensional
source such as Essbase for lower TCO.
 Combining Relational and Spreadsheet Data Sources: Oracle BI allows users to combine
data from relational databases with non-relational data from Excel spreadsheets, for example,
in a single calculation to compute a complex metric.
 Combining Transactional Data with Data Warehouse Information: Finally, the Common
Enterprise Information Model allows users to combine data from a data warehouse with
information from transaction processing systems in a single calculation to get the most up-to-
date value of a metric.

Unlike the Common Enterprise Information Model, many business intelligence tools restrict users by
allowing access to only information from a single data source for a specific calculation or analysis. In
addition, some of these tools even restrict a user’s access to a single data source during an entire
session. The Common Enterprise Information Model uniquely enables pervasive access to information
to answer a business question that may require data from one or more sources.

Complex Business Measures

Oracle BI’s Common Enterprise Information Model allows users to define complex business measures
— such as market share changes versus a year ago or sales percentage changes versus a year ago
— in calculations. Some of the key features of Oracle BI business measures are:

 Complex Business Measures: are a challenge to compute in SQL or in most commonly used
reporting products because they either: (i) involve "row to row" comparisons, something SQL
was not designed to do, or (ii) involve queries that combine multiple levels of aggregation. The
Oracle BI Server allows complex business measures to be calculated at query execution time
without having to pre-calculate and store data.
 Eliminates Time-based Reporting Tables: The Oracle BI Server eliminates the need to
create and store complex time-based reporting tables. For instance, most organizations have
tables structured with N*M columns representing the last N periods of data for M measures
plus N*M more showing the variance from last year and so on. Oracle BI Server makes these
measures available by simply defining them in Common Enterprise Information Model
metadata, thereby eliminating the need to build and physically maintain such tables.
 Derived Measures: Oracle BI Server simplifies the use of derived measures, i.e. measures
that are computed on a query result set, such as ranks, Ntiles, standard deviations, running
totals, moving averages, and moving medians. These derived measures are difficult to
compute in SQL but are very useful — moving average and moving median are valuable
functions for smoothing data and discerning trends. Oracle’s Common Enterprise Information
Model allows users to define new formulas using existing measures.

BI Office Integration
The Oracle BI Foundation Suite provides a full-range of Office integration capabilities. Office
integration enables information from the Oracle BI Server, Analysis & Reporting, Interactive
Dashboards, and BI Publisher to be available from the Microsoft Office environment, embedding up-
to-the-minute corporate data in Microsoft Word, Excel, and PowerPoint documents. Users can share
these Office documents with others over the web for collaborative decision-making.
54
Business users can waste a lot of time trying to cut and paste corporate data into their Microsoft Office
documents. They need to determine

 How to access data from many different systems;

 What security privileges they need to access this information;

 How to keep data in Microsoft Office current to avoid issues with data accuracy;

 How to protect data so that it does not get into the hands of unauthorized users.
BI Office Plug-In

The BI Office Plug-in allows business users to add business intelligence information into Microsoft
Office documents saving time; eliminating data accuracy problems; providing self-service access to
information; and securely sharing information with co-workers with appropriate context.

Oracle BI Office Plug-In

The BI Office Plug-In integrates with the familiar Microsoft Office environment to provide business
users with an easy and efficient way to embed accurate, updateable data into their documents,
spreadsheets, and presentations. Resulting Office documents can be shared securely with others for
collaborative decision-making. The BI Office Plug-In simplifies security, is easy to install via the auto-
update mechanism of Microsoft Office, and eliminates data inaccuracy with the live update feature.

Oracle Smart View for Office

Oracle Smart View for Office extends the capabilities of the BI Office Plug-in. Smart View provides
direct access to Oracle Essbase, the Oracle Hyperion Enterprise Performance Management (EPM)
Applications, and also to the Common Enterprise Information Model via the Oracle BI Server. Smart
View provides the ability to integrate EPM & BI data directly from the data source into Microsoft Word,
Microsoft PowerPoint, and Microsoft Outlook and the capability to synchronize information between
Microsoft Word, Excel and PowerPoint.

Smart View is the tool of choice for power users when interacting with Essbase applications. For
Essbase users, Smart View offers powerful free-form analysis, powerful pivot capabilities, zoom in-out,
55
member selections, keep/remove members, full-access to Essbase metadata, write-back capabilities,
and direct access to Essbase calculation scripts.

Oracle Smart View for Office

Map Views in Oracle Business Intelligence

Most business intelligence applications include an element of spatial, or geographic, data with
revenue and performance data often analyzed in terms of dimensions such as customer location,
geography, and territory/region. Oracle Database, Enterprise Edition, with the included Oracle Locator
feature and the Oracle Spatial database option, can store spatial data such as maps and points of
interest along with your data for analysis, and the Oracle Fusion Middleware MapViewer feature can
render this spatial data in the form of Web-based interactive maps.

Oracle Business Intelligence Enterprise Edition 11g, is pre-integrated with MapViewer and gives you
the ability to create business intelligence analyses and dashboards that include maps.

56
Both spatial data as well as maps layers existing can be imported into Oracle database to enable this
functionality. Users can interact with data in the map with the ability to zoom in/out, and move across
the regions, where they can see colours or graphs indicating performance on the map itself. The map
will be fully integrated with the analysis which enables users to click on a region to filter all
reports/KPIs in the dashboard page with the same selected region, this will make it easier for decision
makers to drill down and do root cause analysis directly from the map.

Business Intelligence Tier Non Functional Aspects

Scalability

Oracle BI has a number of performances, scalability, and reliability optimizations to provide optimal
performance and scalability whether users are constructing new analyses; changing the visualization
of an existing analysis; or refreshing several analyses embedded on a single dashboard. The most
important performance and scalability features are:

 Highly Efficient Oracle BI Server Design

 Highly Efficient Data Sourcing and Aggregation

 Exploiting Database Facilities

 Connection Pooling

 Query Reuse and Caching

 Clustering Support
Due to Oracle Endeca Server’s stateless design, any Oracle Endeca Server replica on one server can
reply to queries independently of a replica on other Oracle Endeca Servers. Consequently, adding
replicas of Oracle Endeca Servers provides redundancy and improves query response time. If a
server goes down, an Oracle Endeca Server replica provides redundancy by allowing other servers in
the environment to continue to respond to queries. In addition, total response time is improved by
using load balancers to distribute queries to replica Oracle Endeca Servers on any of the additional
servers.

57
Oracle BI infrastructure can be scaled out, Oracle Exalytics In-Memory Machine can scale out to
accommodate more work load by having adding Machines to the architecture and load balancing
workload across the new setup. Same applies for Oracle Big Data Appliance, using multiple Big Data
Appliance Racks will scale out the architecture and expand the storage capability of accommodated
data in Big Data Infrastructure.

Security

Oracle Business Intelligence is tightly integrated with the Oracle Fusion Middleware Security
architecture and delegates core security functionality to components of that architecture. In Oracle
Business Intelligence authorization is controlled by a security policy defined in terms of application
roles.

Instead of defining the security policy in terms of users in groups in a directory server, Oracle
Business Intelligence uses a role-based access control model. Security is defined in terms of
application roles that are assigned to directory server groups and users (i.e., the default application
roles BIAdministrator, BIConsumer, and BIAuthor).

Application roles represent a functional role that a user has, which gives that user the privileges
required to perform that role. For example, having the Sales Analyst application role might grant a
user access to view, edit and create reports on a company's sales pipeline.

This indirection between application roles and directory server users and groups allows the
administrator for Oracle Business Intelligence to define the application roles and policies without
creating additional users or groups in the corporate LDAP server. Instead, the administrator defines
application roles that meet the authorization requirements and assigns those roles to preexisting users
and groups in the corporate LDAP server.

In addition, the indirection afforded by application roles allows the artifacts of a business intelligence
system to be easily moved between development, test and production environments. No change to
the security policy is needed and all that is required is to assign the application roles to the users and
groups available in the target environment.

Administrators can assign privileges to uses as per required, security can be managed at object and
data levels. In Oracle BI access to dashboards, reports, scorecards, and any other BI artifacts can be
controlled. Access to specific subject areas, cubes, tables, columns, and rows can also be easily
configured making it possible to have different organization units, or end users from different countries
or LOBs access same reports but access only relevant data.

Times Ten – In-Memory Database

Oracle TimesTen In-Memory Database (TimesTen) is a full-featured, memory-optimized, relational

database with persistence and recoverability. It provides applications with the instant responsiveness
and very high throughput required by database-intensive applications. Deployed in the application tier,
TimesTen operates on databases that fit entirely in physical memory (RAM). Applications access the
TimesTen database using standard SQL interfaces. For customers with existing application data
residing on the Oracle Database, TimesTen is deployed as an in-memory cache database with
automatic data synchronization between TimesTen and the Oracle Database

58
Oracle WebLogic Server

Oracle WebLogic Server Enterprise Edition is the application server of choice for modern data
centers. It takes full advantage of the latest hardware architectures including 64-bit addressable
memory, multi-core computing systems and high-speed networks. Enterprise IT teams can now
consolidate and standardize applications and services onto a pool of highly available, fast, and easy-
to-manage instances of Oracle WebLogic Server to gain more agility, efficiency, and business
alignment.

Oracle WebLogic Server Enterprise Edition helps enable IT infrastructure that keeps running even as
load on the system fluctuates. To ensure superior application performance, unmatched deep
diagnostics capabilities can be used on production systems without affecting runtime performance.
These and other features of Oracle WebLogic Server Enterprise Edition are engineered to support
modern data centers with maximum uptime at minimum cost.

High Availability

Easy configuration changes, incremental update (FastSwap), and rolling upgrades are just a few of
the capabilities that help keep systems available even while making changes. Sophisticated yet easily
managed is another hallmark of Oracle WebLogic Server Enterprise Edition. Clustering instances of
Oracle WebLogic Server together enables many capabilities that kick in when a server abruptly goes
offline. Features such as whole-server migration, automatic service migration, and the transaction
recovery service are invoked when server health degenerates. Built-in software load balancing, server
self-monitoring, and overload protection help avoid failure altogether. If necessary, Oracle WebLogic
Server Enterprise Edition can failover across metropolitan area networks (MANs) and wide area
networks (WANs) in support of disaster recovery procedures. And supporting active-active application
deployments, Oracle GridLink for Oracle Real Application Clusters (RAC) adds advanced new
capabilities to integrate Oracle RAC with Oracle WebLogic Server Enterprise Edition. Active-active
deployments offer the highest levels of application availability.

59
Enterprise-wide system messaging

Reliable messaging between systems is critical for applications and modern data centers. Oracle
Enterprise Grid Messaging builds on the Java Message Service (JMS) standard to include high
performance and reliability as well as connectivity to non-Java clients such as C#/.NET. Advanced
features include automatic migration of JMS-related services from a failing server to a healthy server,
reliable messaging via store-and-forward, and unsurpassed performance when persisting messages
to disk. Further, JMS now interacts with Oracle’s database-integrated messaging via Oracle Streams
Advanced Queuing (AQ). When coupled with Oracle RAC, Oracle AQ offers even higher levels of
messaging performance.

60
Monitoring and Management

The Oracle WebLogic Server Administration Console is the starting point for essential operations,
administration, and management. It enables simplified access to all the functions of Oracle WebLogic
Server and includes built-in intelligence to help prevent human configuration errors. For those averse
to graphical user interface (GUI) tools, Oracle WebLogic Scripting Tool (WLST) enables command-line
control over Oracle WebLogic Server. Oracle Fusion Middleware Real Operations Insight augments
the Console to further monitor and manage Oracle WebLogic Server Enterprise Edition. The included
Enterprise Manager Diagnostics Pack for Oracle Middleware improves availability and performance
while providing in-depth diagnostics for Java applications with low overhead. It enables administrators
to monitor application performance and learn about problems ahead of time. Administrators can
diagnose the root cause of problems such as application crashing and application hanging in
production environments, which may impact businesses severely. In addition, the Composite
Application Manager delivers sophisticated composite application performance management. This is
particularly useful when deploying services in support of service-oriented architecture (SOA).

Rich Enterprise Applications

Many customers are deploying Rich Enterprise Applications (REAs) that combine the best of Web
applications and traditional desktop applications. Asynchronous JavaScript and XML (AJAX) is a
popular technology that helps enable client applications requiring a high degree of usability and
fidelity. On the server end, Oracle WebLogic Server Enterprise Edition includes an HTTP publish-and-
subscribe server that can communicate with REAs asynchronously. This enables information updates
to be pushed from the server to the client without the user needing to refresh their browser or Web
application. In addition, the optionally available Oracle Web Cache optimizes and compresses HTML
and XML traffic for radical performance gains even over low bandwidth networks. Streaming data can
be lifted from the high-performance Java Message Service (JMS) messaging queue on the server and
sent to a client web application via HTML over HTTP, with the resulting user experience being similar
61
to, or even better than, that of a desktop application—but without the desktop application installation
and updating concerns and without adversely affecting network performance.

Tooling

Building services, applications or REA’s has never been better. Oracle WebLogic Server supports the
comprehensive Oracle JDeveloper integrated development environment (IDE) which supports a
declarative, model-driven development process. Build more rapidly and enable business users the
ability to modify deployed applications to suit their needs. Also supported is the Oracle Enterprise
Pack for Eclipse. Developers can choose to use their preferred tool and access the vast number of
available Eclipse plug-ins.

Oracle TopLink provides object-relational mapping (ORM) capabilities in WebLogic Server Enterprise
Edition. Converting information stored in databases such that it is consumable by Java applications is
essential to most enterprise applications. TopLink offers both data integrity and high performance,
ensuring data remains reliable.

Extract, Load & Transformations (ELT)

Data is “extracted” from the data sources (line of business applications) into the “Staging Database”
using a data extraction tool via whatever data connectivity is available. Whilst in the staging area,
integrity and business rules checks can be applied, and relevant corrections can be made. The source
data is then loaded into the warehouse.

In effect this provides a validated and cleaned offline copy of the source data in the data warehouse.
Once in the warehouse, transformations are performed to re-shape the data into its target output
format. The extract and load process can be isolated from the transformation process. This has a
number of benefits. Isolating the load process from the transformation process removes an inherent
dependency between these stages.

In addition to including the data necessary for the transformations, the extract and load process can
include elements of data that may be required in the future. Indeed, the load process could take the
entire source and load it into the warehouse. Separating the processes enables the project to be
broken down into smaller chunks, thus making it more predictable and manageable.

Performing the data integrity checks in the staging area enables a further stage in the process to be
isolated and dealt with at the most appropriate point in the process. This approach also helps to
ensure that only cleaned and checked data is loaded into the warehouse for transformation. Isolating
the transformations from the load process helps to encourage a more staged approach to the
warehouse design and implementation.

Oracle Data Integrator EE 11g delivers high-performance data movement and transformation among
enterprise platforms with its open and integrated E-LT architecture. Including built-in connectivity to all
major databases, data warehouses, service oriented architectures, business intelligence, Oracle Data
Integrator Enterprise Edition helps lower total cost of ownership among data-centric architectures. An
easy-to-use interface combined with a rich extensibility framework helps improve productivity and
lower development costs. Oracle Data Integrator Enterprise Edition is fully integrated with Oracle
Fusion Middleware, Oracle Database, and Oracle Exadata.

For heavy transformation needs, Oracle GoldenGate can be combined with Oracle Data Integrator
EE’s ELT capabilities. In these configuration’s, Oracle GoldenGate handles the real-time, continuous
data capture, or the “E” part of the ETL or ELT process, without impacting the source systems.

Oracle Data Integrator (ODI)

62
Oracle Data Integrator Enterprise Edition 12c delivers high-performance data movement and
transformation among enterprise platforms with its open and integrated E-LT architecture. With the
emergence of new data trends and the inherent benefits to organizational agility, Oracle Data
Integrator Enterprise Edition is critical to leveraging initiatives, such as Big Data as well as Data
Warehousing, Service Oriented Architecture and Business Intelligence. With an easy-to-use interface
combined with a rich extensibility framework, Oracle Data Integrator Enterprise Edition helps improve
productivity, reduce development costs and lower total cost of ownership among data-centric
architectures. Oracle Data Integrator Enterprise Edition is fully integrated with Oracle Fusion
Middleware, Oracle Database, and Exadata to put data at the center of your enterprise. In addition,
Oracle Data Integrator Enterprise Edition is open and standards-based to work with 3rd party
applications as well as Oracle’s applications.

Moreover, Oracle Data Integrator transparently handles incremental loads and slowly changing
dimensions, manages data integrity and consistency, and analyzes data lineage. Oracle Data
Integrator Enterprise Edition can be used as a single ETL/ELT tool to standardize on for DWH and BI.
BI Apps 11.1.1.7.1 is the first major release of BI Apps to support ODI as the ETL for all of the major BI
Applications.

Ultimately using the ODI for BI Apps can add the following values:

 An all Oracle technology stack means better technology, and standardize on a single ETL/ELT
tool
 ODI is faster than Informatica,
 ODI is simpler and cheaper to deploy with BI Apps.

Oracle Data Integrator Enterprise Edition can work with any Business Intelligence system, but it is
especially optimized to work with Oracle Business Intelligence Suite (OBIEE Suite). A few of those
specific optimizations include:

Out of the box report to Source Lineage – easily drill back from your dashboard to data details
about where it came from and which transforms were applied

Data Warehouse Optimizations – OBIEE Suite and ODI leverage optimized SQL and native DB
Utilities for heterogeneous Data Warehouse systems like Oracle RAC, Teradata, Netezza and DB2

Process and Workflow Components – leverage Business Processes from OBIEE Suite and SOA
Suite with the same Oracle BPEL Process Manager orchestration engine and workflow engine

Deployment Optimizations – using ODI with OBIEE Suite can reduce the required hardware by 75%
and setup time by 50%

OID-EE is the ideal solution for Oracle Business Intelligence because it is the highest performance
data integration engine and because it is heavily optimized for the Oracle BI technology footprint.

Can also work with Oracle GoldenGate to consume feeds from multiple sources, these can enable
true real-time BI capabilities.

About Oracle’s Data Integration Solutions

Oracle is a leader in the Data Integration market, with the industry’s most comprehensive fully-
integrated offering for data integration, including Oracle Data Integrator Enterprise Edition, Oracle
GoldenGate and Oracle Enterprise Data Quality. Oracle’s Data Integration solutions provide
continuous access to timely, trusted, and heterogeneous data across the enterprise to support both
analytical and operational data integration.
63
New capabilities included in Oracle Data Integrator Enterprise Edition 12c include:

 Superior productivity with a new flow-based declarative user interface. The enhanced user
experience is simple yet powerful and comprehensive; the ability to seamlessly reuse mapping
logic speeds up development and overall time to solution.
 Improved parallelism functionality increases Oracle Data Integrator’s already high performance
architecture.
 High performance E-LT capabilities integrated with Oracle GoldenGate enable faster and more
efficient loading and transformation of real-time data into a data warehouse.
 Customers can now easily configure and deploy real-time data warehousing solutions without
impacting source systems or batch window dependencies.
 Improved interoperability with Oracle Warehouse Builder, providing the foundation for
customers to start migrating to Oracle’s strategic Oracle Data Integrator platform.
 Direct integration into Oracle Enterprise Manager Cloud Control 12c for improved IT
productivity in monitoring Oracle technology and applications from one central location.
 Extended Big Data support in unifying integration tooling via industry standards across
unstructured/semi-structured and structured data.

Simplifying the Complexity of Data Integration

Oracle Data Integrator Enterprise Edition addresses multiple enterprise data integration needs.

Data Warehousing and Business Intelligence—by executing high-volume, high-performance

loading of data warehouses, data marts, On Line Analytical Processing (OLAP) cubes, and analytical
applications, Oracle Data Integrator transparently handles incremental loads and slowly changing
dimensions, manages data integrity and consistency, and analyzes data lineage.

Big Data—by providing prebuilt integration with Big Data technologies, such as HDFS and Hive,
businesses are able to leverage additional sources of data previously too large and unwieldy to gain
benefits from. Oracle delivers integration for Big Data technologies leveraging a metadata driven
process while enabling data integration resources to easily manage how Big Data is extracted, loaded,
and transformed.

Service-Oriented Architecture (SOA)—by calling on external services for data integration and by
deploying data services and transformation services that can be seamlessly integrated within an SOA
infrastructure. Oracle Data Integrator’s architecture additionally provides support for high-volume,
high-performance bulk data processing to an existing service-oriented architecture.

Master Data Management (MDM)—by providing a comprehensive data synchronization infrastructure

for customers who build their own data hubs, work with packaged MDM solutions, or coordinate hybrid
MDM systems with integrated SOA process analytics and Business Process Execution Language
(BPEL) compositions.

Migration—by providing efficient bulk load of historical data (including complex transformations) from
existing systems to new ones Oracle GoldenGate then seamlessly synchronizes data for as long as
the two systems coexist, and Oracle Data Integrator continues to complement as needed for
transformations.

E-LT Architecture for High Performance

Oracle Data Integrator Enterprise Edition’s Extract, Load, Transform (E-LT) architecture leverages
disparate relational database management systems (RDBMS) engines to process and transform the
data. This approach optimizes performance and scalability and lowers overall solution costs.

64
Instead of relying on a separate, conventional ETL transformation server, Oracle Data Integrator
Enterprise Edition’s E-LT architecture generates native code for disparate RDBMS engines (SQL, bulk
loader scripts, for example). The E-LT architecture extracts data from the disparate sources, loads it
into a target, and executes transformations using the power of the database. By leveraging existing
databases and database expertise, Oracle Data Integrator Enterprise Edition provides unparalleled
efficiency and lower cost of ownership. By reducing network traffic and transforming data in the
database containing the target tables, the E-LT architecture delivers the highest possible performance.

Heterogeneous Support

Oracle Data Integrator Enterprise Edition provides heterogeneous support for 3rd party platforms,
data-sources, and data warehousing appliances. While Oracle Data Integrator Enterprise Edition
leverages optimizations for Oracle Database to perform E-LT data movement, transformation, data
quality and standardization operations, Oracle Data Integrator Enterprise Edition is fully optimized for
mixed technologies including: sources, targets and applications, etc.

High-Productivity Designer Paradigm for Data Integration

Oracle Data Integrator Enterprise Edition 12c introduces a new declarative flow-based user interface
for enhanced user experience and productivity. The new user interface combines the simplicity and
ease-of-use of the declarative approach with the flexibility and extensibility of configurable flows. This
blend simplifies common data integration design and deployment use cases, shortening
implementation times. Data integration designers describe source and target data formats and data
integration processes. The business user or the developer can focus on describing what to do, not
how to do it. Oracle Data Integrator Enterprise Edition generates, deploys and manages the code
required to implement those processes across the various source and target systems. The paradigm
is also enriched with the ability to seamlessly reuse mapping logic during development, giving
developers a simpler and more efficient technique for providing solutions to their completion.

65
Knowledge Modules Provide Flexibility and Extensibility

Knowledge Modules are at the core of the Oracle Data Integrator Enterprise Edition’s architecture.
They make all Oracle Data Integrator Enterprise Edition processes modular, flexible, and extensible.

Knowledge Modules implement the actual data flows and define the templates for generating code across the
multiple systems involved in each data integration process. Knowledge Modules are generic, because they
allow data flows to be generated regardless of the transformation rules. At the same time, they are highly
specific, because the code they generate and the integration strategy they implement are explicitly tuned for a
given technology. Oracle Data Integrator Enterprise Edition provides a comprehensive library of Knowledge
Modules, which can be tailored to implement existing best practices ranging from leveraging heterogeneous
source and/or target systems, to methodologies for highest performance, for adhering to corporate standards,
or for specific vertical know-how. By helping companies capture and reuse technical expertise and best
practices, Oracle Data Integrator Enterprise Edition’s Knowledge Module framework reduces the cost of
ownership. It also enables metadata-driven extensibility of product functionality to meet the most demanding
data integration challenges.

Sample of Available Knowledge Modules

Generic SQL Oracle Enterprise Service Bus

Hypersonic SQL Oracle GoldenGate

IBM DB2/400, DB2 UDB Oracle Hyperion Essbase, Financial

Management, Planning
Informix
Oracle OLAP
JD Edwards Enterprise One
Oracle PeopleSoft
JMS
Oracle Siebel CRM
Microsoft Access
SalesForce
Microsoft SQL
SAP ERP & BW
MySQL
SAS
Netezza
Sybase ASE
Oracle Database
Sybase IQ
Oracle Data Quality for Data
Integrator Teradata

Oracle E-Business Suite

Enterprise Deployment for High Availability and Scalability

Oracle Data Integrator Enterprise Edition integrates to Oracle Fusion Middleware as a platform.
Oracle Data Integrator Enterprise Edition provides its run-time components as Java EE applications,
enhanced to fully leverage the capabilities of the Oracle WebLogic and Oracle Coherence. Oracle
Data Integrator Enterprise Edition components include exclusive features for Enterprise-Scale
Deployments, high availability, scalability, and hardened security.

High-Availability (HA) and Scalability is fully supported via clustered deployments for Java EE
components. Oracle Data Integrator Enterprise Edition components deployed in WebLogic Server
66
benefits from the capabilities of clustering for scalability, including JDBC connection pooling and load
balancing. In addition to the cluster-inherited HA capabilities, the run-time agent also supports a
connection retry mechanism to transparently recover sessions running in repositories that are stored
in HA-capable database engines such as Oracle RAC.

Enterprise Manager Cloud Control Integration

Unified Administration and Management

Oracle Data Integrator Enterprise Edition simplifies complex data-centric deployments by improving
visibility and control for with a unified set of management interfaces.

The Oracle Data Integrator Enterprise Edition Console leverages the Oracle Application Development
Framework (ADF) and Ajax Framework for a rich user experience. Using this console, production
users can set up an environment, export and import the repositories, manage run-time operations,
monitor the sessions, diagnose the errors, browse design-time artifacts and generate lineage reports.

In addition, this interface integrates seamlessly with the Oracle Enterprise Manager Fusion
Middleware Control Console and allows administrators to monitor from a single screen not only their
data integration components but their other Fusion Middleware components as well.

To help minimize the value of Oracle Data Integrator, Oracle offers the Management Pack for Oracle
Data Integrator. This leverage Oracle Enterprise Manager Cloud Control’s advanced management
capabilities, to provide an integrated and top-down solution for your Oracle Data Integrator
environments by providing a consolidated view of your entire Oracle Data Integrator infrastructure
enabling users to monitor and manage all of their components centrally from Oracle Enterprise
Manager Cloud Control.

Oracle Data Integrator and Application Adapter for Data Integration

Completely re-architected solution leveraging the power of Oracle Data Integrator as well as new out-
of-the-box tools to increase productivity and drive down TCO. This component was designed as part
of the prebuilt components of Oracle Business Intelligence Analytics, which provide the Adapters to
the different modules of Oracle E-Business Suite and preconfigured ELT projects to load and
transform OLTP data from EBS directly into the Data Warehouse.

Leveraging the power of ODI, the new release enables customers to increase IT efficiency and reduce
costs with a comprehensive data integration platform that covers all data integration requirements.
Amongst the benefits of leveraging the ODI architecture:

 E-LT Transformation vs. E-T-L

 Best in class for Performance, Scalability, Availability
67
  Lightweight Deployment for Lowering TCO
 Faster time-to-value through Declarative Design
 Heterogeneous, Open and Standards-based

Configuration Manager (BIACM) provides a centralized Web based Administrative User Interface to
simplify the setup and maintenance of an Oracle Business Intelligence Applications environment.
Configuration Manager Works in conjunction with Functional Setup Manager to provide guided Tasks
to configure Offerings and Functional Areas.

Oracle BI Configuration Manager simplifies BI Applications system configuration

Functional Setup Manager (FSM) provides a Web based Administrative User Interface to track and
manage implementation projects and their required functional setup steps.

Functional Setup Manager generates a list of configuration tasks specific to the Offering and
Functional Area(s) that were selected. These tasks can be assigned to different functional developers
and the status of the Oracle BI Applications implementation project can be monitored in FSM. Setup
UIs guide functional developers through the performance of each task.

Oracle Functional and Setup Manager tracks functional implementation projects and their required
setup steps

BI Applications ETL Validation verifies ETL results after every ETL run by comparing source data to
Warehouse data. The validation tool generates validation reports and supports multiple validation
68
types and scenarios. A new optional pre-packaged solution, that leverages Golden Gate, eliminates
the need for an ETL batch window and minimizes the impact on the OLTP system, while providing
near real-time reporting and enabling more reliable change data capture and delete support. A new
Data Lineage tool, allows customers and implementers to track lineage from source to target –
improving information transparency across their enterprise.

Risk Mitigation Strategy

69
 5. TEAM COMPOSITION AND TASK ASSIGNMENT

1. Technical and managerial staff

Name of Staff Position Area of Expertise Task Assigned
Atul Shah Lead  internal audit, financial audit, external audit, information Planning and Coordinating the team
Partner technology, project audit and corporate finance covering business
planning and analysis, feasibility studies, business valuation, financial
restructuring, due diligence

Gabriel M. Performance Gabriel is an institutional development and Human Resource expert. He has a lot Development of performance
Musilu Management of professional experience in Public and Private sector development policies and management frameworks/tools
Expert programmes focusing on Strategic Planning; Organizational Development and
Systems Strengthening ; Job evaluations, systems strengthening; capacity
development and training; Development of performance management
frameworks/tools; Organizational assessment and workload analysis; Salary
review; Development of Strategic plans for various government Ministries, state
corporations, private sector institutions; Co-operative societies ; Research
institutes and Non Governmental Organizations. He has been involved in high
profile consultancy focusing on institutional development and restructuring;
feasibility studies and training programmes; Civil service rationalization
programme various Ministries for the Government of Kenya and other African
countries He is experienced in strategic planning; design and developing of
Government policy papers including strategic plans, M&E for various ministries
on reforms, technical specification. He has provided advisory services including
strategic planning, review of organization structure and manning levels,
development systems, conducting implementation, restructuring, staf
rationalization.

69
Name of Staff Position Area of Expertise Task Assigned

Emmanuel Performance Emmanuel is a Human Resource expert. He has a lot of professional experience in Development of performance
Khaemba Management Public and Private sector development policies and programmes focusing on management frameworks/tools
Expert Strategic Planning; Organizational Development and Systems Strengthening ; Job
evaluations, systems strengthening; capacity development and training;
Development of performance management frameworks/tools; implementation,
restructuring, staf rationalization.

Owino Magana Performance A strategic leader with a record of accomplishment in developing and overseeing System Configuration
Management the implementation of corporate ICT strategic plans to support core business and Requirement Analysis
Systems management information requirements in the public, private and NGO sectors, in System Verification (if outsourced from
Expert alignment with applicable corporate policies and standards. A big-picture project Vendor)
management professional with a passion for ensuring that outputs from strategy Training of Trainers
execution bring about outcomes consistent with set strategic objectives and
desired long term impact.

Accomplished in developing and using government-wide monitoring and

evaluation (M & E) frameworks to manage program performance in alignment
with policy mandate. Known for innovative program delivery, resulting in tangible
and intangible program benefits such as stakeholder ‘sense of ownership’,
superior service delivery and revenue generation, informed by structured and
focused stakeholder input. A versatile quick study accustomed to managing the
execution of ICT directorate budgets to help deliver on overall corporate
objectives.
James Nganga Application  Over 15 years of professional experience in IT Solutions mapping,
produce and design a detailed data

and system  Extensive experience in IT audits, Experience in infrastructure model of a database profiling all
developer ministry of devolution beneficiaries that
designs and deployments,
communicates between institutions
 Experience in project management,  develop an seamless m&e system
for the five year ministry of
 Experience in systems re-engineering projects,
devolution that integrates all
 Experience in software development projects, Experience in security interventions and allows
systems development and deployment. information flows at diferent level
of information management,
 code, document and test the system
and ensure that the system has
operation hassle-free import/export
of data, implementing foundations
and other stakeholders directly
access the system and all intended
Mathan Electronic  Over 15 years‟ experience in the ICT functionality must be implemented
Sathyanarayan system industry,  Produce and design a detailed data
configuratio  Extensive experience in web technology on Microsoft dot net based model of a database profiling all
an
n Expert systems, ministry of devolution beneficiaries
 Extensive experience in Oracle that communicates between
institutions
Database.
 Dev 401 Salesforce (Cloud Computing) Certification,  Develop an seamless M&E system
 Domain certification in Insurance–INS for the five year ministry of
21, devolution that integrates all
 Experience in application development interventions and allows
information flows at diferent level
of information management,

 Code, document and test the

70
Name of Staff Position Area of Expertise Task Assigned

using Microsoft .NET Framework
1.0,2.0, 3.5,4.0 with AJAX, ASP.NET,
ADO.NET, C#, HTML, LINQ, Entity
Framework, Jquery, Worked on
Development of reports using Crystal
Reports, Worked on Performance Tools
like FxCop, StyleCop, Resharper,
 Develop capacity of ministry of devolution Secretariat and ministry of
devolution implementing institutions to ensure efective utilization of
the system.
 Project manager overseeing development of the online database
system,
 User Acceptance and testing, deployment and after delivery support.

2. Support staff

Name of Staff Position Area of Expertise Task Assigned

Felix Owili - Support staf –  Strategic Planning and Innovation
Application and  Geographic Information Systems
system developer  Over seven years‟ experience in ICT
 Extensive experience in database
management systems.
 Extensive experience in
software development
 Experience in requirement
gathering, design, testing and support of the
Database Management System, accurate
data capturing, safe storage and access of
information.
 System security configuration andi
 Requirement gathering, design, testing and support of the
Database Management System to ensure accurate data capture,
safe storage and access of information.
 Produce and design a detailed data model of a database
profiling all ministry of devolution beneficiaries that
communicates between institutions
 Develop an seamless M&E system for the five year
ministry of devolution that integrates all interventions and allows
information flows at diferent level of information management,
 Code, document and test the system and ensure that the
system has operation hassle-free import/export of data,
implementing Ministries and Agencies directly access the
system and all intended functionality must be implemented
 Propose and integrate the developed M&E system with
other
Name of Staff Position Area of Expertise Task Assigned

testing relevant system used by MINISTRY OF DEVOLUTION

 Develop capacity of MINISTRY OF DEVOLUTION Secretariat
and MINISTRY OF DEVOLUTION implementing institutions to
ensure efective utilization of the system.
 CURRICULUM VITAE (CV) FOR PROPOSED PROFESSIONAL
STAFF

We pride ourselves with an experienced task force that has the desired and relevant know-how
required to undertake project management, system review, system development and quality
assurance

Below we present brief profiles of proposed team members. Their detailed curriculum vitae are
annexed to this proposal.

Staff Description
Atul is our lead partner in risk management
services. His experience spans a wide range of
Atul Shah industries including manufacturing.

FCCA, Atul has over 27 years of professional

experience in internal audit, financial audit,
CPA(K), CPA(U), external audit, information technology,
project audit and corporate finance covering
CPA(T) business planning and analysis, feasibility
studies, business valuation, financial
MBA restructuring, due diligence etc. gained from working in various
countries in the region including Kenya, Tanzania, Uganda, Zambia,
Ethiopia, Malawi, Ghana and Somalia.
Internal Audit and ICT His audit experience includes Directline Assurance Company, Ryce
Audit Motors East Africa Limited, Blowplast Limited, Thermopak Limited,
Bharti Airtel Limited, Kenafric Industries Limited, Tata Africa Holdings,
Partner Redington Kenya Limited, Delta Corporation East Africa Limited, and
Basco Paints.

For this assignment in particular, he shall oversee the entire service

delivery including the assurance program. He will be the main point of
Contact for the management and a source of technical and general
advice to both AKF and the consultant team.

Mathan Mathan is a Database Expert and has vast experience in progressive

Sathyanarayanan Oracle systems environments. He has undertaken projects cutting across
a number of sectors including Financial, Banking and
EPBM Hospitality.
BS Engg. Tech Having worked as a consultant, he has been widely exposed to
activities such as IT strategy formulation, IT audit and assurance
reviews, systems analysis and requirements specifications, COTS
systems selection, contract negotiations, systems Implementation and
project management. He has also been involved in the systems
installation, configuration and testing, user acceptance testing, vendor
due diligence as well as training and documentation.

Felix Owili Felix is a lead software Architect and Developer, from system design to
implementation. He has vast experience in both mobile application
development and online based software system. He has worked for
Staff Description
MSc Mobile various organization, from 2009-2011 he worked as a lead software
Telecommunication developer for MyIT Provider Limited (software development company)
and innovation Where he was in a team that developed several Distribution enterprise
software systems for clients such as coca cola, Safaricom among
others. From 2011 -2013 he worked for German international
cooperation (GIZ) for a project under the ministry of fisheries
BSc in Computer department as an ICT Expert and Project manager where he
Science successfully developed and implemented efish information system for
the fisheries sector.

Mr owili is also a certified zuku TV cable installer, having worked

previously in an ISP firm he also has vast experience in network
architecture and design, internet LAN, wireless installation, fiber optics
cabling and CISCO network installation and configuration

Paul Macharia
Paul is an I.T. consultant and has vast experience in progressive IT
environments. He has undertaken projects cutting across a number of
sectors including Financial, Banking and Hospitality.
BBIS
Having worked as a consultant, he has been widely exposed to
CCNA activities such as IT strategy formulation, IT audit and assurance
reviews, systems analysis and requirements specifications, COTS
systems selection, contract negotiations, systems Implementation and
project management. He has also been involved in the systems
Junior IT Expert installation, configuration and testing, user acceptance testing, vendor
due diligence as well as training and documentation.

Paul will be the assistant consultant analyst performing IT systems

documentation.

James Nganga James, is our Team Leader. His experience spans a wide
B.SC (Computer range ofindustries including NGOs.James has over 15 years of
Science), professional experience in IT Solutions mapping, IT audits,
MCSE, infrastructure designs and deployments, project management,
CCNA,PMP systems re-engineering projects, software development
Project Manager projects, security systems development and deployment etc.
gained from working in various countries in the region including
Kenya, Uganda, Rwanda, South Africa, Ethiopia, Djibouti and
Somalia.For this assignment in particular, he shall oversee the
entire service delivery including the deployment. He will be the
main point of Contact for the management and a source of
technical and general advice to both SNV andthe technical team.
ANNEX 1: CURRICULUM VITAE (CV) FOR PROPOSED PROFESSIONAL STAFF
 ATUL SHAH
LEAD PARTNER
PROPOSED POSITION: Consulting Partner

NAME OF FIRM: PKF Consulting Limited

NAME OF STAFF: Atul Shah

NATIONALITY: Kenyan

Detailed Tasks Assigned:

Quality Assurance, internal audit programmes review, reports review and reporting

He will be the Project Manager and the contact person for this assignment

EDUCATION

Qualification School Year

MBA Heriot Watt University, Edinburgh Scotland 1999

PROFESSIONAL MEMBERSHIPS

Organization Class of Abbreviated Year of Membership

Membership Title(s) Registration Number
Association of Certified & Fellow FCCA 1995 256463
Chartered Accountants,
U.K

Institute of Certified Public Member CPA (K) 1993 1947

Accountants, Kenya

COUNTRIES OF WORK EXPERIENCE

 Kenya  Uganda  Ethiopia

 Somalia  Tanzania  Ghana
 Eritrea  Zambia  Gambia
LANGUAGES

Language Speaking Reading Writing

English Excellent Excellent Excellent

Hindi Good Poor Poor

Gujarati Good Poor Poor

EMPLOYMENT RECORD

Year Company Position

2003 – Date PKF Kenya Partner
PKF Consulting Ltd. Managing Director
2001 – 2002 PricewaterhouseCoopers A/Director, Corporate Finance

1999 – 2002 PricewaterhouseCoopers Manager Corporate Finance

1998 – 1999 PricewaterhouseCoopers Associate Management Consultant

Globus Consulting Proprietor

1993 – 1998 Trust Bank Limited CEO, Trust Card Centre

1992 – 1993 Price Waterhouse Audit Manager

1989 – 1991 Price Waterhouse Audit Senior

1987 – 1989 KPMG Peat Marwick Audit Trainee/ Senior

1986 – 1987 Avinash Shah & Co Audit/Accounts Trainee,

1985 Capet Management Services Ltd. Accounts Clerk

KEY QUALIFICATIONS & CAPABILITIES

 Atul has over 24 years of professional experience, covering 20 years in auditing,

investigations, tax and financial consultancy and 5 years in banking (bank operations,
credit card management, bank marketing and IT strategy) corporate finance
 He is a Partner at PKF Kenya and is the Managing Director of PKF Consulting Limited.
 He has considerable exposure in donor funded projects in the EA region and has worked in a
number of countries in Africa
 The donor agencies that Atul has been involved in include: UNOPS, UNDP, EU, World Bank,
UNHCR, CMMB and VVOB among others.
 He also has a proven project management experience on large corporate finance projects
involving multidisciplinary teams.
DETAILED EXPERIENCE TO BEST ILLUSTRATE CAPABILITIES

INTERNAL AUDIT EXPERIENCE

Bharti Airtel-2014

PKF was approached by ANB Consulting Company PVT Ltd to assist them with undertaking
internal audits for Africa operations on behalf of their client Bharti Airtel. PKF was to provide
Senior and Support staff to undertake audits in 18 African countries. Atul is the Chief Audit
Executive and the Partner in charge.

Directline Assurance Company-2014

PKF was appointed as internal auditors to Directline to assess risks within the organization and
make the adequacy of controls present. The scope of work included comprehensive planning and
scoping phase which included developing a risk register, an audit charter and an audit plan for the
Board audit committee for approval. We then undertook the audit in line with the approved audit
plan and the outcome was an audit report and discussions on the various management action
plans to be undertaken. We are currently the internal auditors of this company. Atul is the Chief
Audit Executive and the Partner in charge.

Ryce East Africa limited-2014

We were appointed as internal auditors to the company, requiring the introduction of the internal
audit institutional framework. We developed a comprehensive risk register, audit charter and audit
plan which were approved by the Board and a go ahead on the audit was given. We are currently
the internal auditors of this company. Atul is the Chief Audit Executive and the Partner in charge.

Kzanaka Ltd-2012, 2013, 2014

Kzanaka Ltd appointed PKF Consulting Limited as their internal auditors to conduct the internal
audit of their subsidiaries namely, Cooper K-Brands Limited, Hewton Limited and Mashiara Park
Limited. Atul is the Chief Audit Executive and the Partner in charge.

Lacheka Limited-2013, 2014

PKF Consulting Ltd was appointed as internal auditors to the company requiring the development
of the Internal Audit Charter, performing Internal Control Assessment, establishing and setting up
of Internal Audit function, designing of Annual work plan and audit programs. Atul is the Chief
Audit Executive and the Partner in charge.

Tata Africa Holdings Kenya Limited-2011, 2012, 2013, 2014

We were appointed as internal auditors to the company, requiring the development of the internal
audit function, performing the internal audit procedures and reporting to the Board on a regular
basis. We are currently the internal auditors of this company. Atul is the Chief Audit Executive and
the Partner in charge.

Blowplast Limited-2013-2014

We were appointed as internal auditors performing Internal Control Assessment, designing of

Annual work plan and audit programs. Atul is the Chief Audit Executive.

Thermopak limited-2013-2014

We were appointed as internal auditors performing Internal Control Assessment, designing of

Annual work plan and audit programs. Atul is the Chief Audit Executive. Atul was the Partner in
charge of this assignment.

Kenafric Industries Limited-2012-2013

We were appointed as internal auditors to the company, requiring the review and strengthening of
the internal audit institutional framework. In addition we were also to perform co-sourced internal
audit function and report to the internal audit committee. Atul was the Partner in charge of this
assignment.

Redington Kenya Limited-2012

PKF Dubai office were appointed as internal auditors to the company, entailing the development
of the internal audit function, performing the internal audit procedures and reporting to the Board
on a regular basis. They delegated this function to our local office. Atul was the Partner in charge
of this assignment.

Delta Corp Kenya Limited-2012,2013

We were appointed as internal auditors to the company, requiring the development of the internal
audit function, performing the internal audit procedures and reporting to the Board on a regular
basis. Atul was the Partner in charge of this assignment.
Middle East Bank Ltd (MEB), 2005-2006, Kenya

Middle East Bank was seeking internal audit service providers of outstanding calibre and integrity
to provide Middle East Bank Kenya Limited with the quality and assurance needed.
PKFConsulting Ltd was appointed in this regard, and Atul was Project Director.

East African Cables (EAC), 2005-2006, Kenya

East African Cables (EAC) is a Kenyan-based public company quoted on the Nairobi Stock
Exchange. It deals in the manufacture and sale of electrical cables and conductors. The
management had produced a manual for internal procedures to ensure the reporting of complete
and accurate accounting information and compliance with internal rules and regulations. The
management of EAC approached PKF Consulting to review the Internal Accounting Manual
prepared by them. This document was to be used by management to bridge any gaps in the
internal controls at EAC. Atul was Project Director.

Investigative Audits

 Middle East Bank (Kenya) Ltd & Biashara Bank of Kenya Ltd - Performed the special audits
for the Central Bank of Kenya on the following banks at the request of IMF,
 Kenya Airways - Fraud investigation initiated by the Ministry of Finance,
Kenya.

Certification:

I, the undersigned, certify that these data correctly describe me, my qualifications, and my
experience.

………………………………………………. Date: February 17, 2015

Full name of authorised representative: Atul Premchand Shah

 MATHAN SATHYANARAYANAN
Electronic System Configuration Expert
 PROPOSED Electronic System Configuration
POSITION: NAME OF Expert
NAME
FIRM: OF STAFF: PKF Consulting
Mathan Limited
Sathyanarayanan
PROFESSION: Consultant
NATIONALITY: Kenyan
EDUCATION
QUALIFICATION SCHOOL YEAR
EPBM IIM, Calcutta 2014

BS Engg. Tech MIT, Manipal 2009

EMPLOYMENT RECORD
DATE COMPANY POSITION
2014-Present PKF Consulting Head Oracle Practice
2012-2014 NTT Data Corporation Associate Director
2006-2012 Computer Sciences Corporation India Program Manager
2004-2006 Oracle India Pvt Ltd Senior analyst
2001-2004 VED Software Inc, USA Oracle Consultant
2000-2001 SATYAM Computers Team Leader
1999-2000 3i Infotech Implementer and developer
1998-1999 MAARs Software, Chennai Implementer and developer

COUNTRIES OF WORK EXPERIENCE

Kenya
India
USA
LANGUAGES
LANGUAGE SPEAKING READING WRITING English
Excellent Excellent Excellent Hindu Excellent
Excellent Excellent

Matha has 20 year of professional experience in system development and implementation

He is an Director at PKF Consulting limited.
 DETAILED EXPERIENCE TO ILLUSTRATE CAPABILITIES

Senior IT Practitioner in Sales Strategy, Account Management, Presales and ERP –

An Overview

Over 16 years of comprehensive experience in the areas of Sales, Consulting & Program
Management

 Currently associated with an African MNC IT Services Company Techno Brain Corporation,
Kenya as head of Oracle Practice.

 Oracle Practice Presales, Business Development and Strategy Lead –

Leads coordinated effort for bid management and product strategy and related activities like
knowledge management, quaity assurance, presentations, proposals etc in the Oracle practice
areas.
 Oracle Practice Solutioning Lead – Leading Solution creation and coordination for all
Oracle practice proposals.
 Presales Vertical lead – Performed the role of vertical lead for all presales activities of the
tech& consumer vertical and ensuring quality delivery of RFQs/RFPs and RFIs. Additionally
performing the role of Bid Director for very large deals of over $5 M

 Strategy / Ideation, Initiation, Hunting, Grooming and Farming

 Working with the key ERP practice and Region marketing leaders to spearhead pipeline
impact strategies
 Devising, Managing and supporting key go-to-market plans around ERP Applications.

 Replicating adoption of best practices on global scales, enabling key sales teams for go-to-
market strategies to drive SMB sales and enterprise sales with strategic approaches.

 Enabler for country marketing leads for leveraging global best practices and approaches

 Focus on pipeline impact approaches working with select growth market countries. Helping
devise, enable Multi Million Dollar worth of direct pipeline generation through active market
programs

 Proficient in Retail, insurance and Finance domains. Expertise in Oracle Apps

ERP Projects

 An ambassador of Change with the distinction of leading successful business process

re- structuring initiatives and implementation of business solutions within preset budgets and
deadlines.

 Possess broad competence in strategic management of technical matters with

the distinction of launching and driving new initiatives, managing portfolio of projects and
achieving organizational objectives.

 Stakeholder Management: Proficient in leading dedicated teams for running successful

  P&L responsibility for Oracle practice
 Responsible for solutions, presales, delivery support and partnerships
 Aligning with sales for new business development and account mining
 Strengthening delivery on Oracle delivery
 Built a pipeline of $25M in 6 months
 Current winning of $8M for the Annual year
 Leading solutioning, proposals and product positioning

NTT Data Corporation (Formerly Intelligroup Inc)

Apr’12- Feb’14
Associate Director, ERP Practice
 Responsible for managing and leading sales & business development, pre-sales,
solutioning and go-to market strategy for the US – W est Coast and Australian
regions
 New business development by aligning with global sales team and senior leadership
teams
 Presales and solutioning for Oracle practice including solution defense and
solution architecture
 Help manage NTT DATA‟s ERP business enablement for US west regions and
Global corporate strategic accounts.
-Country sales strategy
-Business planning
-Deal management
-Governance

-Market approach
 Solution Lead, coordination and creation of ERP solutions for proposals
 Sales Campaign Management
 Collaterals development and marketing support
 Part of W inning bids with revenues totaling over $10 M
 Computer Sciences Corporation India Pvt. Ltd

Manager – Sales Support

Past – Account Manager/Delivery Head
Oct’06- Mar’12 Bid Director / Program
 Sales Enablement lead for Tech & Consumer vertical, managing and delivering all
proposals like RFPs, RFQs and RFIs and playing an additional role of Bid director for
large bids. Overall responsible to help manage Global business enablement with CSC for
driving effective and strategic business results. Primarily focused on ERP technologies
including Oracle, PeopleSoft, Seibel and SAP
 Program Manager for sales support team including global sales enablement, strategy
to position key services for differentiated pitch, nurture, bid/pursuit manage and help mine
into existing account portfolios, strategic initiatives for current and prospective customers
 Program Managing life cycle from prospect hunting to key account farming multiple
opportunities
across Europe in various domains (Vertical/Horizontal) initiating New Business
Development strategy, team plan, new region go to market plan to execution.
 Created and supported Business Development (Cold-Calling) teams in Oracle and SAP
space
 Played a pivotal role as a client relationship/sales head role in the Tech& Consumer
(Retail) vertical of the organization in managing retail accounts based out of
UK. Complete in charge of all account activities starting from initiation, planning,
execution, controlling and closing that include Project kick-off at GDC, Resource Ramping
up, Network connection establishment, Project Scheduling, Risk Management,
Communication Management, Configuration Management and Quality Management
 Business Development/Account Manager - ERP Services, Tools etc, Key Account
Management for new opportunities, and Vertical focus (Manufacturing-Process, Discrete,
Retail, and Partnership- Alliances) for ERP Practice. (Total Revenues of about $4M, new
business of about $500K year on year). Technologies including Oracle,
Salesforce.com, PeopleSoft, Seibel and SAP.
 Spearheaded Retail practice entailing account mining, new opportunities, management
of several projects & responsible for overall deliverables for all retail accounts out of
Europe
 Spearheaded several cost saving initiatives including complete offshoring of large
accounts and
demonstrated cost savings and significant quality improvements
 Handled directly Team sizes of 6 +(Sales & Account Management), and about 30 (Sales
Support – indirect) including knowledge management, quality, research and
references.
 Distinctively received the following awards;
  Service award
 Best Team Award
 Bonuses and out of turn promotions for his better performances

 Instrumentally been the integral part of CMMi implementation Team, played as an

Appraisal
Team member (ATM) for the Pre-CMMi assessment and represented Projects as a
sales leader during the final assessment.

Oracle India Pvt

Ltd Senior
Analyst Oct’04 –
Oct’06

 Managed and Supported CRM modules in the Oracle E-Business Suite.

 Worked with key customers across UK and Europe in scoping and new
requirement analysis
 Spearheaded new initiatives for product demos for cross selling to existing
and new customers
 Collaborated with European leads for business development on R12 platform

 Worked with sales „hunters‟ in positioning oracle products

VED Software Inc,

SA Jan’01- Oct’04
Project Leader/Oracle Consultant

 Played vital roles such as Implementer, Developer, Team Leader and as a ERP
Consultant from
VED software to various US companies including the below
 Deftly handled the following projects;
 Oracle Apps 11i – Support for GAP,CA (Jan‟03 – Oct‟04) including
oracle customizations and vendor management
 Oracle – retail applications for TJ Maxx, Farmington MI (Jul‟01-
Jan‟03), provided and supported retail solutions for the customer
across locations
 Oracle Migration – Purchasepro.com, Las Vegas NV (Jan‟01
– Jun‟01)

3i Infotech, Chennai
 Nov’99- May ‘00
Implementer and Developer

Prime developer and analyst of insurance products. Implemented the said

products at thr locations in the middle east including Kuwait, Dubai and Abu Dhabi

MAARs Software, Chennai

Aug ’98- Oct ’99 Aug’98- Oc

Implementer and Developer

 Programmer and Tester for Oracle Apps 10.5.7

Computer Forte

 ERP: Oracle Apps 11i

 Data warehousing: Business Objects
 CRM: Remedy
 Languages: ORACLE D2K, plsql
 Database: Oracle, MS Access, sqlserver
 OS: W indows,
 Configuration Tools: PVCS, VSS
 Corporate Trainings – Project Management (All knowledge Areas), Managers Training in
Japan, CMMi Training, Retail Trainings and insurance
 Linguistics Training - Spanish

CERTIFICATION

I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly
describes myself, my qualifications and my experience. I understand that any wilful
misstatements described herein may lead to my disqualification or dismissal, if engaged.

Signature of authorised representative February 17, 2015

Full name of staff member: Mathan sathyanarayanan
Full name of authorised representative: David Kabeberi
 FELIX OWILI
SYSTEM DEVELOPER / ANALYST
PROPOSED POSITION: System Analyst/ Developer

NAME OF FIRM: PKF Consulting Limited

NAME OF STAFF: Felix Ochieng Owili

PROFESSION: IT Consultant

NATIONALITY: Kenyan

EDUCATION

QUALIFICATION SCHOOL YEAR

MSc Mobile Strathmore University 2014
Telecommunication and
innovation

Bsc. Computer Science Masinde Muliro University of Science 2009

and Technology

EMPLOYMENT RECORD

DATE COMPANY POSITION

2014 Nov – Date PKF Consulting Ltd. IT Consultant

2014 MicroCare Limited Software Engineer

2014 Jan – 2014 Sept Talek and Lighting Company Fiber Engineer

2011 July – 2013 GIZ(German international IT Expert/Advisor

Cooperation)
2009 June– 2011June MyIT Provider Limited System Developer

COUNTRIES OF WORK EXPERIENCE

Kenya

LANGUAGES

LANGUAGE SPEAKING READING WRITING

English Excellent Excellent Excellent

Kiswahili Excellent Excellent Excellent

KEY QUALIFICATIONS

 Felix has 5 year of professional experience in system development and implementation

 He is an IT Consultant at PKF Consulting limited.
 DETAILED EXPERIENCE TO ILLUSTRATE CAPABILITIES

Nov 2014-to date PKF Consulting Limited

IT Consultant
Duties include:-
 Business Development
Develop and participate in development of a business plan for the IT consulting services to be
offered by the firm.
Target and pursue business opportunities within the firm from existing clients and opportunities
in Sub-Saharan Africa
Carry out various marketing activities including seminars, proposals and articles in consultation
with the consulting director.

MediCare Limited
Jan 2014-Nov 2014

Software Engineer
Duties include:-
 System Design, development and implementation
 System Documentation
 System Integration
 Technical support and advisor
 Business process analysis for clients
 Sourcing of projects and negotiating contract with clients
 Providing ongoing project analysis, communicate to clients on project status, identify
and resolve project issues and constraints
 Managing project resources, teams, progress, completion timeframes and budgets
 Business process analysis for clients

German International Cooperation(GIZ)

July 2011-Dec 2013

ICT Expert
Duties include:-
 Assist the MoFD (Ministry of Fisheries department) with the development of database
for
Lake Victoria Resources and ensure quality data entry and data integrity.
 Designing and developing mobile based data collection system
 Assist MoFD in the development of a GIS system and a fish market information system
 Support data collection efforts at Beach, Divisional and District level
 Support MoFD in data analysis with regular feedback to the fishery community,
ministry officials and other stakeholders
 Assist in the compilation of Maps, special studies and /or surveys as required by
the management
 Provide advice and guidance to MoFDs staff and on ICT systems
 Oversee, plan and monitor all ICT services and activities
 Provide advice and guidance to MoFDs staff on ICT systems
 Service and maintenance of ICT hardware
 Assist in the production of MoFD planning and reporting (monthly ,quarterly and annual)
 GIS mapping applications development for the beaches
 System Development
(MIS)
MyIT Provider Limited
June 2009-June 2011

System Developer
Duties include:-

 System Development
 System Backend Development
 System Documentation
 System Integration

Achievements
MyIT Provider Limited 2009-2011

Felix worked as a lead software developer for MyIT Provider Limited (software
Development Company) where he was in a development team that developed several
Distribution enterprise software systems, Management information system, Mobile
applications for clients such as coca cola, Safaricom among others.

GIZ 2011-2013
He worked for German international cooperation (GIZ) for a project under the ministry of
fisheries department as an ICT Expert and Project manager where he successfully developed
and implemented efish information system (fish market information system) for the fisheries
sector.

CERTIFICATION

I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly
describes myself, my qualifications and my experience. I understand that any wilful
misstatements described herein may lead to my disqualification or dismissal, if engaged.

Signature of authorised representative February 17, 2015

Full name of staff member: Felix Ochieng Owili
Full name of authorised representative: David Kabeberi
 PAUL MACHARIA
IT CONSULTANT ANALYST
NAME OF FIRM: PKF Consulting Limited

NAME OF STAFF: Paul Gitari Macharia

PROFESSION: IT Consultant Analyst

NATIONALITY: Kenyan

EDUCATION

QUALIFICATION SCHOOL YEAR

CCNA (Part 1) Jomo Kenyatta University of Agriculture In progress
and Technology

Bsc. Business Information University of Nairobi 2013

Systems

EMPLOYMENT RECORD

DATE COMPANY POSITION

2013 – Date PKF Consulting Ltd. Consultant Analyst

COUNTRIES OF WORK EXPERIENCE

Kenya

LANGUAGES

LANGUAGE SPEAKING READING WRITING

English Excellent Excellent Excellent

Kiswahili Excellent Excellent Excellent

KEY QUALIFICATIONS

 Paul has 1 year of professional experience in Internal and I.T audits

 He is a Consultant Analyst at PKF Consulting limited.
 He has vast experience in ISO 97711 reporting standards for organizations

DETAILED EXPERIENCE TO ILLUSTRATE CAPABILITIES

SPECIFIC EXPERIENCE IN INTERNAL AUDIT AND I.T AUDIT:

Lacheka Lubricants Limited - 2013

PKF Consulting Ltd is the Internal Auditor for Lacheka Lubricants Limited and Paul was a
member of the team that did the assignment.

TransUnion CRBAfrica - 2014

PKF Consulting Ltd is the I.T Systems Security Auditor for TransUnion (Credit Reference
Bureau Africa) and Paul was a member of the team that did the assignment.

DirectLine Assurance Co. Limited – 2014

PKF Consulting Ltd was appointed by to conduct a Systems Security Audit for DirectLine
Assurance. Paul was an I.T Audit Assistant on the assignment.

Metropol Credit Reference Bureau – 2014

PKF Consulting Ltd is the I.T Systems Security Auditor for Metropol (Credit Reference
Bureau) and Paul was a member of the team that did the audit. He was the IT Audit
assistant.

Faulu Kenya DTM Ltd – 2014

PKF Consulting Ltd was appointed by Old Mutual Co Ltd to conduct a Due Diligence of
Faulu Kenya DTM Ltd. Paul was the lead I.T consultant on the assignment.

OTHER EXPERIENCE IN PROJECT AUDIT AND INSTITUTIONAL HUMAN RESOURCE

CONSULTING

UNICEF KENYA – MERLIN CONSULTANTS PCA - 2014

PKF Consulting Limited was contracted to carry out a project audit on a PCA agreement
between UNICEF Kenya and Merlin Kenya to supply training on healthcare in Northern
Kenya. Paul was an audit assistant on the scoping of the assignment.

THE NAIROBI HOSPITAL - 2013

PKF Consulting Limited was contracted by The Nairobi Hospital to carry out a Human
Resource audit on the staff at the hospital. Paul was part of the team that carried out the
audit.

UNICEF KENYA – INTERNATIONAL RESCUE COMMITTEE PCA – 2014

PKF Consulting Limited was contracted to carry out a project audit on a PCA agreement
between UNICEF Kenya and International Rescue Committee Kenya to supply training on
healthcare in Northern Kenya. Paul was an audit assistant on the scoping and field work
data collection of the assignment.
 CERTIFICATION

I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly
describes myself, my qualifications and my experience. I understand that any wilful
misstatements described herein may lead to my disqualification or dismissal, if engaged.

Signature of authorised representative 02 February 2015

Full name of staff member: Paul Gitari Macharia

Full name of authorised representative: David Kabeberi

 JAMES NGANGA
System Implementer
PROPOSED System Developer/Implementor
POSITION NAME James Ng‟ang‟a Kaminju
PROFESSION: IT Consultant / Infrastructure Specialist

DATE OF BIRTH: 1973

NATIONALITY: Kenyan

EDUCATION

QUALIFICATION INSTITUTION YEAR

Bachelor‟s Degree in Computer Science Egerton University 1998

(B.Sc.Comps)

Microsoft Certified Systems Engineer Microsoft 2001

Cisco Certified Network Associate Cisco 2003

Project Management Professional – PMP* PMI 2007

COUNTRIES OF WORK EXPERIENCE

Kenya Somali Sudan Rwanda

South Djibout Uganda Ethiopia
Africa i

LANGUAGES

Language Speaking Reading Writing

English Excellent Excellent Excellent

Swahili Excellent Excellent Good

EMPLOYMENT RECORD

Year Company Position

2007-Date Valforma IT Consulting ltd Director

2003 – 2007 PKF Consulting Ltd IT Manager

2000-2003 Faulu Kenya Ltd Systems

Administrator

1999-2000 Faulu Kenya Ltd Systems

Administrator

DETAILED TASK ASSIGNED:

Mr. James Ng‟ang‟a is the MD and Team Leader of VALFORMA IT. He has over
10 (Ten) years‟ experience in the ICT industry. He has worked in various firms including
PKF Consulting as an IT manager. He has cross industry and cross border experience in
IT, having travelled to outside countries including, Djibouti, South Africa, Somaliland and
Rwanda.

James has undertaken projects cutting across a number of technologies including

LAN installations, server installation and configuration, Voice over Internet Protocol
(VOIP), IP PABXs, Wide Area Networks (WAN), Wireless networks, and various IT
configurations in both the Services and Financial Industries. He was leader in designing
the Techno Brain BPO call centre in Nairobi.

He has a Bachelors Degree in Computer Science from Egerton University; He is an

MCSE, CCNA
and Project Management
Professional.

DETAILED EXPERIENCE TO BEST ILLUSTRATE CAPABILITIES

Valforma IT Consulting Ltd – 2007 – Date

As the CEO and director of Valforma IT Consulting Ltd, James has built strong
partnerships in the IT industry. This has seen Valforma ITC become a leading and
recognized partner with among others Microsoft, Cisco, VCE (VMware, Cisco and EMC),
Epicor and Kaspersky. Under his leadership Valforma ITC has established locations in
Somaliland, Tanzania and Rwanda.

As Technical director James has overseen acquisition and implementation of

various projects including:

Ministry of Commerce Somaliland:

A World Bank funded project to implement a One Stop Shop in the Ministry of commerce
of Somaliland. This project was to automate the way new businesses are registered in
Somaliland and also enhance revenue collection for the government of Somaliland. James
was in charge of the acquisition and implementation of this project.

Amref Tanzania:

This project involved Implementation of a Maternal Interactive Voice Response System

(MIVR) with automated SMS integration from field officers using mobile devices. James
was in charge of the implementation of this project.

Data Center Upgrade – Unaitas

James was the lead consultant in carrying out the feasibility study of upgrading the
Unaitas Data Center. Anticipating an up scaling from a Sacco to a bank licensed by the
Central Bank, the Sacco required an upgrade of their Data Center to the acceptable
standards as well as ensures security of customer‟s data. Unaitas contracted Valforma ITC
for this exercise.
Child Helpline Uganda

A UNICEF funded project to automate the children helpline Uganda. James was in charge
of the acquisition and implementation of this project that helped reduce the number of
dropped

calls from abused children. Valforma ITC developed and implemented the software that
runs the call centre under James leadership.

Techno Brain BPO/ITES:

This is the second largest BPO center in Kenya with a capacity 250 seats/Agents.
Valforma IT Consulting Ltd was contracted for to setup the LAN, install their servers and
configure an IP-based PBX while providing monthly IT support and Maintenance.
Valforma ITC provided the entire IT function/department a team of 1 IT Manager and 8
System Administrators to Techno Brain. Setup the infrastructure that runs the company
on Asterisk and developed systems including the CRM that captures all inbound and
outbound calls and generates management reports.
CERTIFICATION

I, the undersigned, certify that to the best of my knowledge and belief, this CV correctly
describes me, my qualifications and my experience. I understand that any wilful
misstatements described herein may lead to my disqualification or dismissal, if engaged.

Signature of authorized representative of the Firm Date February 17, 2015

Full name of staff member: James Ng‟ang‟a

Full name of authorized representative: James Ng‟ang‟a

 Gabriel M. Musilu
Performance Management Expert
Proposed Position: Performance Management Expert

Name of Firm: PKF Consulting Ltd

Name of Staff: Gabriel M. Musilu

Profession: Institutional & Strategy Development Expert

Date of Birth: 25th December 1958

Years With Firm: 10 Years Nationality: Kenyan

Membership In Professional Societies:

 Kenya Institute of Management

Detailed Tasks Assigned:

RECRUITMENT AND HUMAN RESOURCE CONSULTANCY EXPERIENCE:

Security Group Africa, August 2014 Gabriel was the lead Consultant in the Professional
Assessment of the candidate for the Group’s Chief Executive Position.

Rabobank Nederland May 2014 Gabriel is the lead Consultant in the Recruitment of the
Business Manager and Administrative Assistant and development of an employment contract
template for the organization.

Kisumu Water and Sewerage Company Limited (KIWASCO) May 2014 Gabriel is the lead
consultant in the recruitment exercise to find suitable candidates for: Head of Commercial
Services, Public Relations and Communication Executive, and Procurement and Logistics
Officer.

Reltex Taupaulines (Africa) EPZ May 2014 Mr. Musilu was the lead consultant in the
search, in the search, interview and recommending the top two candidates for the position of
Financial Accountant.

Home Afrika Limited- October 2013 Recruitment of the Chief Executive Officer, Chief
Operating Officer, General Manager- Africa Operations, General Manager- Finance and
Operations (Kenya), General Manager- Sales and Revenue, General Manager- Projects,
General Manager- Investor Relations

United Millers-Gabriel was the lead consultant in the recruitment of the Chief Executive
Officer and the Human Resource Manager for United Millers

Solo Plant- Recruitment of chief accountant- Gabriel was involved in the search interview
and recommending the top three candidates for the position of chief accountant for solo plant

Kisumu Water and Sewerage Company Limited (KIWASCO) - Gabriel was the lead
consultant in the recruitment exercise to find suitable candidates for Head of Technical
Services (Registered Engineer), Head of Commercial and Finance, Head of Human
Resource and Administration for KIWASCO.

Life and Peace Institute – Recruitment of Finance and Administration Officer for LPI
Nairobi Office
Gabriel was the lead consultant in the recruitment of Finance and Administration for LPI
Nairobi Office. The assignment involved: screening of CVs and short listing of candidates
perform short listing interviews and recommend the five best candidates for further interview.
Subject the top 5 candidates to a second interview by LPI for final selection and recruitment.
Kenya Power & Lighting Co. Limited - Recruitment of Chief Integrity Officer
Gabriel was the team leader in recruitment of a Chief Integrity Officer to oversee the
implementation of the company’s policies on integrity and management of change. The
assignment involved: advertising the position in the appropriate media, short listing
candidates, performing short listing interviews and recommending the six best candidates for
further interview. Subject the top six candidates to a second interview by the management of
KPLC for the final selection and recruitment.

Kenya Medical Research Institute - Recruitment of a Director/Chief Executive Officer

Gabriel was the lead recruitment advisor in recruiting a top notch CEO to oversee the
implementation of the Institute’s policies and provide visionary leadership. The assignment
involved: advertising the position in the appropriate media, short listing candidates,
performing short listing interviews and recommending the six best candidates for further
interview. Subject the top six candidates to a second interview by the KEMRI Board for the
final selection and recruitment.

Higher Education Loans Board - Recruitment of CEO

Gabriel was the lead recruitment advisor in recruiting top notch CEO to oversee the
implementation of the Board’s policies and provide visionary. The assignment involved:
advertising the position in the appropriate media, short listing candidates, performing short
listing interviews and recommending the six best candidates for further interview. Subject the
top six candidates to a second interview by the Board for the final selection and recruitment.

Jacaranda Hotels- - Gabriel was the lead recruitment advisor in recruiting Group Internal
Auditor, Group Financial Controller, Group Food and Beverage Controller and Accountant for
the Jacaranda group of hotels.

Recruitment of Director - Kenya Medical Training College

Gabriel was the lead recruitment advisor in recruiting a top notch Director for the college. The
assignment involved: advertise the position in the appropriate media, shortlist candidates,
perform short listing interviews and recommend the six best candidates for further interview.
Subject the top six candidates to a second interview by the Board for the final selection and
recruitment.

Nairobi Java House - Recruitment of Senior Internal Auditor, May 2011

Gabriel was the lead recruitment advisor in recruiting a Senior Internal Auditor to develop and
implement internal audit systems. The assignment involved: searching existing database for
suitable candidates, short listing candidates, performing short listing interviews and
recommend the six best candidates for further interview. Subject the top six candidates to a
second interview by the management of Nairobi Java house for the final selection and
appointment.

Sight Savers International - Recruitment of a Finance Manager, March 2010

Gabriel was the lead recruitment advisor in recruiting a competent Finance Manager to
provide Regional Office support in financial management, administration, planning to ensure
compliance with Sight Savers policies and procedures. The assignment entailed:
 Design an appropriate advertisement for placement on the print media
 Receive and analyze all the shortlisted applications for the position advertised and
prepare comprehensive summaries for each applicant.
 Conduct a psychometric assessment and write a report indicating the ranking of all the
candidates as per their qualifications and results of psychometrics.
 Select and interview the suitable candidates and prepare a comprehensive report and
submit to the board or senior management team
 Select finalists to be interviewed and provide relevant support and information for
facilitating the finalists’ interviews.
 Assist the Board to develop the interview methodology and criteria for the shortlisted
candidates
 Conduct background checks and obtain references for shortlisted candidates. Reference
to include current and previous immediate supervisors

Inoorero University - Recruitment of Dean for Business School and Dean of School for
Information Communication Technology, October 2009
Gabriel was the lead recruitment advisor in undertaking executive selection and eventual
recruitment of Deans of Schools for Business studies and Information & Communication
Technology. The assignment entailed: advertising the position in the appropriate media, short
listing candidates, performing short listing interviews and recommending a small group for
further interviews. Recommend top six candidates for each position to an interview panel
comprising Inoorero representatives

Norwegian Church Aid - Recruitment of Finance Manager, July 2009

Gabriel was the lead recruitment advisor in undertaking executive selection and recruitment
of Financer Manager to ensure prudent financial management systems. The tasks performed
included:
 Receiving applications from client as per advert
 Designing screening and other assessment tools as per the position specifications
 Receiving and evaluating all applications
 Submitting to Norwegian Church Aid a report on total number of applicants, including
those who have and have not qualified
 Inviting short listed candidates for interviews
 Carrying out interviews and submitting list of 3 best qualified candidates to the
Management
 Submitting interview reports together with the tallied score sheet for the 3 best qualified
candidates

United Millers Limited - Recruitment of Regional Sales Managers, CEO and ICT
Manager, July 2008
The assignment was to undertake recruitment of the two high caliber Sales Managers, CEO
and ICT Manager for United Millers Ltd, Kisumu and Nairobi offices to manage the company
in line with the direction and policies approved by the Board. The specific services provided
included:
 Placement of adverts in appropriate media;
 Conducting initial screening interviews followed by in-depth interviews,
 Selecting and recommending 10 potential candidates.
 Conducting final interview with a panel of professionals;
 Making recommendations to the Board of Directors of the United Millers Ltd for a final
decision on the appointment.

Acacia Medical Centre Limited - Recruitment of Senior Revenue Accountant and

Senior Expenditure Accountant, October 2006
Gabriel was the lead recruitment advisor in undertaking recruitment of the Senior Revenue
Accountant and Senior Expenditure Accountant to join executive management of the Acacia
Health Services. The specific tasks involved:
 Placement of adverts in appropriate media;
 Conduct initial screening interviews followed by in-depth interviews,
 Select and recommend 6 potential candidates.
 Conduct final interview with a panel of professionals;
 Make recommendations to the Board for final decision.

Grand Regency Hotel Limited - Recruitment of 6 candidates – August 2006

Gabriel was the lead recruitment advisor in the assignment required undertaking Executive
Selection and Recruitment of the following: Chief Accountant; Front Office Manager;
Marketing Co-coordinator ; Credit Controller; Banqueting Sales Executive and Indian Chef.
The tasks involved:
 Development of press Advertisement and scan of Database;
 Development of evaluation criteria for screening and interview;
 Initial interviews and shortlist, write and submit report;
 Reviewing the existing job mandate and responsibility for the six positions;
  Reviewing and developing the job descriptions for the positions;

 Selecting and recommending 5 potential candidates for each position;

 Conducting final interview and present the names to the Management

Key Qualifications:

Gabriel is an institutional development and Human Resource expert. He has a lot of

professional experience in Public and Private sector development policies and programmes
focusing on Strategic Planning; Organizational Development and Systems Strengthening ;
Job evaluations, systems strengthening; capacity development and training; Development of
performance management frameworks/tools; Organizational assessment and workload
analysis; Salary review; Development of Strategic plans for various government Ministries,
state corporations, private sector institutions; Co-operative societies ; Research institutes and
Non Governmental Organizations.

He has been involved in high profile consultancy focusing on institutional development and
restructuring; feasibility studies and training programmes; Civil service rationalization
programme various Ministries for the Government of Kenya and other African countries He is
experienced in strategic planning; design and developing of Government policy papers
including strategic plans, M&E for various ministries on reforms, technical specification. He
has provided advisory services including strategic planning, review of organization structure
and manning levels, development systems, conducting implementation, restructuring, staff
rationalization.

Education:
Qualification College / University Year
B.Sc (Accounting/Economics) Seton Hall University, USA 1981
MBA (Business Administration and Seton Hall University, USA 1983
Personnel Management)

Other Training:
 Human Resources Management and Enterprise Competitiveness, ILO/FKE, 1999
 Advanced Total Quality Management, SIDA, Sweden, 1998
 Productivity Improvement in Enterprises, Italy, 1996
 Diploma in Credit Schemes for development of new and growing business, Micro-
enterprises, small and medium enterprises, ILO, Italy, 1995
 Project management and appraisal, UNIDO/ILO, 1994
 Trainers of trainers in Entrepreneurship Development, FKE & ILO, 1993
 Training in ISO 9000 Standards and Procedures, UK 1994
 Post- Loan Extension Services for Micro-enterprises, ILO/FKE 1993
 Impact of structural adjustment on small and medium enterprises, UNIDO 1994
Employment Record:
Year Company Position
May 2004 – to date PKF Consulting Ltd. Director
2001 – 2004 Success Consultancy Services Principal Consultant
1995 – Dec 2000 Federation of Kenya Employers Management Consultant and Trainer
1991 – Mar 1995 Federation of Kenya Employers Finance/Marketing Officer (Business
Advisor)
1992 – 1993 Catholic University of East Africa Part-time Lecturer
1988 – 1991 Sun Flora Kenya Limited/DEG Marketing/Finance Manager
1985 – 1987 Ministry of Communications District Development Officer
1982 – 1984 Consolidated Freight Inc. - USA Transport Services Assistant Officer

Certification

I, the undersigned, certify that these data describe my qualifications, my experience and me.

___________________________________________ Date: ______26/09/2019_________

[Signature of Staff member]

__________________________________________ Date: _______26/09/2019_________

[Signature of authorized representative of the firm]

Full Name of authorized representative _Atul Shah

 Emmanuel Khaemba
Performance Management Expert
Proposed Position: Performance Management Expert

Name of Firm: PKF Consulting Ltd

Name of Staff: Emmanuel Khaemba

Profession: Human Resource Practitioner

Date of Birth: 25th December 1981

Years with Firm: 8 months Nationality: Kenyan

Membership in Professional Societies:

 Institute of Human Resource Management, Kenya

 Former Member of Leadership Forum – British Council

HUMAN RESOURCE CONSULTANCY EXPERIENCE:

The Bonfide Group, February 2014 – April 2014

I was involved in data collection and analysis, review of organization structure, job analysis and
evaluation, grading structure, salary survey and development of remuneration structure and
determining the optimum staff establishment.

Geothermal Development Corporation, March – April 2014

I was involved in the review of the organization’s medical scheme cover through comparison
with similar schemes and other relevant comparators in the market.

Kisumu Water and Sewerage Company (KIWASCO), April 2014 - Ongoing

I was involved in talent search, executive selection of senior managers. Activities within the
assignment included receiving CVs from the job advertisement, short listing, interviewing
candidates as well as writing and delivering the final report.

Mawenzi Gardens Ltd, Kenya, July 2010 to September 2013

Emmanuel conducted Human Resource Audits – Developing the audit checklist, conducting
audit interviews, established current HR practices in the organization(s), compared the current
HR practices with the HR best practice, made recommendations on areas that needed to be
changed and writing report.

Cellulant Corporation Ltd, Kenya, July 2010 - September 2013

Emmanuel conducted training in leadership skills, human resource management, labour laws
and entrepreneurship.

Alliance Capital Partners (Mvuli Hotels), Kenya, March 2012 - September 2013
I was involved in recruiting staff, Human Resource Administration, advising clients on Statutory
Requirements and Labour Laws Compliance, Human Resource Strategy Development and
Implementation and facilitating Organizational Development and Strategy

Mombasa Water October – November 2012

Conducted training needs assessment and Carried out training of staff in Customer Care and on
Performance Management

Seureca EA Ltd April to July 2011

Carried out corporate coaching which focused on the individual, team then organization.
JHPIEGO November 2012
Conducted team building and development and was also involved in the writing of the final
report.

BTL June to August 2011

Was involved in job evaluation in terms of defining and testing the factors, conducting the
exercise and preparing the final report that included the final recommendations

ILRI March 2011

Was involved in development and delivery of entrepreneurship training for ILRI employees

STRATEGIC PLANNING CONSULTANCY EXPERIENCE:

Retirement Benefits Authority, April – June 2014

I was the assistant team leader in reviewing the existing strategic plan and development of a
new five year strategic plan (2014-2019) for Retirement Benefits Authority.

Rongo Fish Farmer Cooperative Society, July September 2014

I was a team member in development a five year strategic plan for a period 2014-2019 for
Rongo Fish Farmer Cooperative Society.

Kenya Water Towers Agency, May 2014

I was a team member in development of a Strategic Management Plan for Water Towers
Agency.

Gatamaiyu Dairy Cooperative Society, March – May 2014

I was a team member in development of a five year strategic plan for Gatamaiyu Dairy
Cooperative Society.

Kenya Commercial Bank (KCB) Limited 2007 to 2010

Was involved in marketing for new mortgage business, attending to customers’ queries and
ensuring complaints are solved, receiving deposits from customers and issuing money to
customers, carrying out Western Union transactions, opening Accounts and ensuring proper
documentation is provided and attending to customer complaints

Key Qualifications
Emmanuel is a Human Resource and Institutional Development Consultant with PKF Consulting
Ltd. He has worked as a human resource consultant; offered consultancy services in various
areas. These include but are not limited to strategic human resource management, coaching,
human resource outsourcing and organizational development, facilitation of strategic
management meetings geared towards strategic planning, leadership development and team
building.

Emmanuel was a senior management consultant with Kome Business Consultants Limited.
He was charged with the responsibility of coaching clients, offer trainings, facilitate strategic
planning and conduct psychometric testing.

Training and Capacity building

He also conducted trainings in managerial skills, time and stress management, personal
finance, performance management, customer service, emotional intelligence, interpersonal
relationships amongst others.
He also has work experience in the banking industry where he developed and practiced
excellent customer care skills. He understands the value of a customer to any business and as
such he believes that all businesses should be equipped to delight their customers.

Education:
Qualification College / University Year
M.Sc. Human Resource Management JKUAT, Nairobi 2013
Bachelor of Science (Physics) University of Nairobi 2006
Post Graduate in Human Resource Kenya Institute of Management, 2008
Management Nairobi.

Other Training:
 Introduction to E-Learning- Kenya E-Learning Centre (KELC), November 2010
 Personal Effectiveness Course- KCB Leadership Centre, may 2009
 Cashiers’ Course- KCB Leadership Centre, February 2009
 Sales Course- Peak Performance International, August 2008
 Writers’ Seminar- Youth With a Mission, November 2004
 Proficiency in Ms Office, Internet and Email.

10. EMPLOYMENT RECORD:

Date from - date to Location Firm/Organization Position

Feb 2013 - date Kenya PKF Consulting Ltd Senior Consultant
Nov 2013 – Jan 2013 Kenya Kome Business Consultants Ltd Senior Consultant
July 2010- Sep 2013 Kenya Personal Development Centre Ltd HR Consultant
2007 - 2010 Kenya Kenya Commercial Bank Limited Graduate Clerk

12. CERTIFICATION
I, the undersigned, certify that these data correctly describe my qualifications, my experience
and me.

___________________________________________ Date: ____26/09/2019__________

[Signature of Staff member]

__________________________________________ Date: ____26/09/2019__________

[Signature of authorized representative of the firm]

Full Name of authorized representative _Atul Shah

 OWINO MAGANA
PERFORMANCE MANAGEMENT SYSTEM EXPERT
PROPOSED POSITION: Performance Management Systems Expert
NAME OF THE FIRM: PKF Associate Consultant
NAME OF STAFF: Owino Magana
PROFESSION: ICT Consultant
NATIONALITY: Kenyan
DATE OF BIRTH: 30 November 1961

A strategic leader with a record of accomplishment in developing and overseeing the

implementation of corporate ICT strategic plans to support core business and management
information requirements in the public, private and NGO sectors, in alignment with applicable
corporate policies and standards. A big-picture project management professional with a passion
for ensuring that outputs from strategy execution bring about outcomes consistent with set
strategic objectives and desired long term impact.

Accomplished in developing and using government-wide monitoring and evaluation (M & E)

frameworks to manage program performance in alignment with policy mandate. Known for
innovative program delivery, resulting in tangible and intangible program benefits such as
stakeholder ‘sense of ownership’, superior service delivery and revenue generation, informed by
structured and focused stakeholder input. A versatile quick study accustomed to managing the
execution of ICT directorate budgets to help deliver on overall corporate objectives.

Has the networking capability to build lasting beneficial multi-stakeholder relationships and
optimal resource utilization across functional and geographic lines. Applies superior
communication skills to clearly articulate and champion program vision, inspiring exceptional
team performance. Has strong credentials in developing and executing capacity development
and mentorship programs.He has worked extensively in the eastern, central and southern Africa
region and in remote locations, where he has assisted local vulnerable communities,
marginalized and underserved communities.

Expertise in:
 Strategic Leadership  Governance  Communication
 Project Management  ICT  M&E
 Team Management  Stakeholder Collaboration  Capacity Building

MEMBERSHIP IN PROFESSIONAL SOCIETIES:

 Association of Project Management Group (APMG, UK)

 Institute of Economic Affairs – Kenya (IEA-Kenya);
 Kenya Institute of Management (KIM);
 Leadership Forum, British Council (BC);
 Mentor & Panelist – National Policy Challenge (Kenya Leadership Institute (KLI).

EDUCATION:
Qualification School / University

M.Sc. Leadership 7 Governance International Leadership

University

B.Sc. Applied Physics & Computer Science University of Nairobi

LANGUAGES
Language Speaking Reading Writing
English Good Good Good
 Swahili Good Good Good

EMPLOYMENT RECORD:

DIRECTOR E-KAZI AFRICA, (2004 TO DATE)

May 2012 to Sep 2013: Retained as Learning and Knowledge Management Consultant at the
AfyaInfo Program, a USAID program, implemented by US Consulting firm, Abt Associates,
to establish an integrated National Health Information System (NHIS) in Kenya towards
effective governance of the health sector.

Mar-Apr 2012: Developed, in partnership with stakeholders, an M & E Framework for Results-
Based Management for Water For People Rwanda, a US based NGO in partnership with
Rwanda’s Ministries of Local Government, Infrastructure, Health and Environment.

The framework is currently used for performance management in Rwanda’s (Water, Sanitation
and Hygiene (WASH) sector.

Nov-Dec 2011: Facilitated a workshop that saw 10 Nile Equatorial Lakes (NEL) country
stakeholders validate the Nile Equatorial Lakes Subsidiary Action Program’s (NELSAP)
Strategic Plan 2012-2016, in Kigali, Rwanda. NELSAP is an intergovernmental platform, under
the framework of the Nile Basin Initiative. Implementation is underway.

Sep 2011: Facilitated a validation and report writing workshop for the University of
Washington’s International Training and Educational Center for Health (I-TECH).

Specifically led and elicited broad-based stakeholder input and experience sharing to enable
validation and finalization of a policy paper on the State of Electronic Medical Record (EMR)
Systems deployed in Kenya’s public health facilities. The paper serves a decision support role
amongst Kenya’s health sector policy makers and implementers.

Feb - Aug 2011: As Senior Consultant to the World Bank Group at Kenya’s Ministry of
Public Health & Sanitation (MOPHS) & Ministry of Medical Services (MOMS), facilitated
validation and finalization of the National e-Health Strategy (2011-2017) and implementation
framework. Launched in August 2011, implementation is underway.

2010 and 2011: Commissioned by a UNESCO initiative to provide civic education to various
women and youth groups on the Constitution of Kenya.

Jun 2009 - Apr 2010: Served on a ministerial committee on National Cohesion and
Integration, which consulted with elders and community leaders countrywide and internationally
(including Rwanda’s National reconciliation and Unity Commission – NURC). The resultant
report informed Kenya’s National Cohesion and Integration Policy (2012).

Apr 2007- Jan 2008: Was ICT Director, Office of the President, A key output of this
assignment was the design, development and implementation of a Mobile Technology based
(SMS) solution which provided an electronic audit of Kenya’s 2007 presidential elections.
Jan – Mar 2008: Was Advisor to the National Dialogue and Reconciliation Committee,
following the disputed 2007 presidential election results. Duties included technical support
during diplomacy missions to Heads of State, the African Union and the European Union.

May 2005- Dec 2008: As Group Quality Assurance Consultant, led a financial services company
with interests in Kenya, Malawi and Tanzania, through the entire Project Management Cycle to
implement a fully integrated web-based Enterprise Resource Planning (ERP) software solution
to interlink and streamline business operations and performance in the 3 countries. The US$ 5
million solution, which comprised systems and capacity building initiatives recouped its
initial capital outlay within 2 years of going live.

2003-2005: Developed various public policy documents for Government of Kenya.

1996-2002: As a pioneer in electronic security services, implemented a US $ 300,000 CCTV and
Access Control solution at Kenya’s largest private bank at the time.
1993-1995: As Consultant and Training Manager at ICL East Africa, implemented as project
manager, a 400,000 Sterling software solution for Malawi Railways.

RELEVANT WORK ASSIGNMENTS UNDERTAKEN

Strategic Leadership

Has led the development of over 10 Corporate Strategic Plans for governments, NGOs and
private sector. Also developed M & E frameworks for their structured implementation.
Conversant with tools and techniques across several platforms including Microsoft and open
source. Selected accomplishments follow:

In 2007-2008, during a tour of duty as ICT Director, Office of the President, led the design,
development and execution of an integrated mobile telephony and web-based electronic
intelligence and vote tallying system for monitoring and auditing the Electoral Commission of
Kenya’s 27400 polling stations spread across 220 constituencies countrywide. Results
from this system provided a basis for deliberations during the National Dialogue and
Reconciliation process following a disputed electoral outcome. The key output of the
dialogue was a national accord, later enacted into law as the National Accord and
Reconciliation Act, 2008 (NARA, 2008). NARA 2008 provided the tone and legal
backstopping for the Constitution of Kenya, 2010.

During 2005 – 2008, while serving as Group Quality Assurance Consultant to a regional
financial services company, led, coached and motivated multi-disciplinary, multi-cultural
regional teams to successfully implement an integrated web-based financial (insurance)
management information system spanning Kenya, Tanzania and Malawi generating new
revenues of over US$ 50M in 2 years. This enabled the client recoup initial capital outlay
(US$ 5M) within 2 years of project completion and acquire new business Interests in
Mozambique.

Communication, Project Management and Stakeholder Relationship Building

Proficient in using persuasive communication to influence stakeholder buy-in towards
desired results.

Over the period 2002 – 2011, championed and facilitated the development of public policy
documents in Kenya and Rwanda, including: the National ICT Policy for Kenya, e-
Government Strategy for Kenya, ICT Strategy for Kenya Revenue Authority, e-Health
Strategy for Kenya, ICT Strategy for Education and Training in Kenya, ICT Strategy for
Kenya’s Ministry of Lands & Settlement and Community Information Centres Strategy
for Rwanda. The plans are at different stages of implementation. For example, the National
ICT Policy for Kenya has seen the sector contribute on average 24% to Kenya’s GDP per
year, from 2006 to date.

Capacity Building, Team Leadership and Analytical Problem solving

During 2012 – 2013, served as Knowledge and Learning Management (KLM) consultant to
USAID sponsored AfyaInfo Program to establish a National Health Information System
(NHIS). Was instrumental in implementing a training needs assessment (TNA) resulting in a
new curriculum for Health Records Information Officers of Kenya Medical Training College
(KMTC), an institution that trains over 80% of Kenya’s health sector professionals.
PROFESSIONAL EXPERIENCE SUMMARY

SELECTED PUBLIC POLICY DOCUMENTS FACILITATED/DEVELOPED

1) Kenya Medical Training College (KMTC) Curriculum for HRIO’s (2013);

2) M & E Framework for WASH Results Based Management, Rwanda (2012);
3) National Cohesion and Integration Policy, Kenya (2011);
4) Youth Employment Realities and Policy Implications for Kenya Vision 2030 (2011);
5) Kenya National e-Health Strategy 2011-2017, Kenya (2011);
6) EMR Systems Review Report for Ministries of Health, Kenya (2011)
7) Rwanda National Strategy for Community Information Centers (2006);
8) National ICT Strategy for Education and Training in Kenya (2006);
9) National ICT Policy for Kenya (2005);
10) Kenya National e-Government Strategy (2004);
11) ICT Strategy for Ministry of Lands and Settlement (2003);
12) ICT Strategy for Kenya Revenue Authority (2002).

TIFICATION

I, the undersigned, certify that to the best of my knowledge and belief, this CV
correctly describes myself, my qualifications and my experience. I understand that any wilful
misstatements described herein may lead to my disqualification or dismissal, if engaged.

Signature of authorised representative February 17, 2015

Full name of staff member: Owino Magana

Full name of authorised representative: David Kabeberi