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Our vision is for every customer to have an awesome sales experience Project Summary Duration - November 24 - March 25 Category - Internal Project Client - ITyDATA Sales Team Delivery / Collaborating Team(s) - ITyDATA Customer Experience Team,  ITyDATA Business Transformation Team, ITyDATA Data Team, and ITyDATA Technology Team Background At ITyData, we envision an awesome sales experience for all customers be it a prospective customer or a life long customer. Every customers deserve to an incredible sales experience at ITyData. In order to achieve our vision, we are embarking on Programme - Sales Experience Transformation. The first project within this programme is Project - Sales Process Transformation Key Objective For Sales Process Transformation using STATIK The key objective of this project is to apply STATIK method to transform our current sales process Key Results For Sales Process Transformation using STATIK ID Key Result Key Outcome Key Result 1 Presentation on Purpose of ITyDATA Sales System A clear understanding of the purpose of ITyDATA Sales System Key Result 2 Presentation on Sources of Dissatisfication of ITyDATA Sales System A deeper understanding of the different source of dissatisfaction, challenges and difficulties with ITyDATA sales process system Key Result 3 Presentation on Demand analysis of ITyDATA Sales System A deeper and factual understanding of the current demand and expected demand of ITyDATA Sales System Key Result 4 Presentation on Capability Analysis of ITyDATA Sales System A deeper and factual understanding of the current capability and expected capability of ITyDATA Sales System Key Result 5 Model current ITyDATA sales process using Gliffy A clear representation of our current sales process - As Is Process Flow Key Result 6 Presentation on Classes of Services for ITyDATA sales system A clear understanding and identification of different types of classes of services and their properties / behaviours / delivery expectation Key Result 7 Design a Kanban System for ITyDATA Sales System in Jira Beginning an evoluntionary transforming using Kanban for ITyDATA sales team Key Result 8 Socialise the Kanban System - 1 Presentation, 1 blog and 1 public workshop Showcase the evoluntionary transformation of ITyDATA sales system using STATIK Useful Links STATIK video series - https://youtube.com/playlist?list=PL1oHUv7_nqgN276sz45Xup_ryMTW7Slxh&si=r_g_osXWass23TW5 STATIK: Introducing Kanban the Right Way - https://businessmap.io/blog/statik-kanban STATIK – The Most Effective Way to Get Started with Kanban - https://allthingsagile.co/post/statik/ STATIK (Systems Thinking Approach to Introduce Kanban) - https://hjavixcs.medium.com/statik-systems-thinking-approach-to-introduce-kanban-13996dbe414a

Dear Candidate, Congratulations on face to face interview with Zenix Investment. I would suggest you dress suit and tie for interview, as a business they are business casual. Upon arrival please ask for Femi Martins or Daniel Rotimi. I would suggest arriving 15 mins early as they have a busy reception desk and take some photo ID, in case its asked (drivers licence / passport) For this stage, you will be asked to prepare and deliver a brief presentation covering the following topics (max 10 mins, 4 slides): A portfolio manager has asked us to include a new feature into our quantitative commodity tracker that you are a business analyst on, related to our quantitative sustainable investment platform. As a business analyst it is critical that you understand the requirements of a user and their expectations Please can you: Explain commodity investing What are some signals that a portfolio manager will be interested in? Give a brief explanation of these. Describe how a new function using AI could help a portfolio manager with quantitative sustainable investment management How does quantitative modelling affect investment performance? How will you describe this to a developer with no investment knowledge Please can you email the presentation before the interview to Femi and Daniel so I can present on the screen The purpose of this presentation is to see the style and approach the candidate will take and to see how they think about users. Interview Date - Next Monday Interview Time - 12:00 (60 minutes) Location : 2rd Floor, One Canada Square, Canary Wharf, UK Meeting with : Femi Martins - Hiring Manager - Investment Programme Manager Daniel Rotimi - Senior Business Analyst Xi Wan - Investment Technical Lead This stage will be a 10 minute presentation followed by Q&A and discussions around the presentation and your experience and skills around Business Analysis

Refer a Friend Vision - a thriving community 3 months Internal Client - Growth Team Background At ITyDATA, we envision a world where businesses can increase business impact and value delivery through data and technology. We're bringing this world about through our value-building, innovative, and cost-effective data and technology consulting services. At its core, ITyDATA is an innovative technology and data innovation consultancy. We are focused on simplifying technology and data innovation in order to increase business value and impact. We are launching a premier growth thriving community for visionary, innovators, business practitioners, developers and lovers of technology and data who are transforming their career in technology / data space. In order to growth thriving community, we are designing and developing our referral program. Key Objective The key objective of this project is to develop a data-driven referral program Key Activities Conduct a detailed analysis on a data-driven referral program Gather requirements for a data-driven referral program Design As-Is and To-Be process flow for a data-driven referral program Conduct stakeholder analysis for a data-driven referral program Prototype a data-driven referral program dashboard Key Outcomes A detailed analysis with recommendation for implementation a cost-effective data-driven referral program A product backlog with well defined user stories for cost-effective data-driven referral program Well designed As-Is process flow for current referral system Well design To-Be process flow for referral system A detailed stakeholder map is produced - RACI and Power Interest grid A simple prototype of an interactive data-driven referral program dashboard

Agile-Lean Marketing Team Vision - Continuous Value Delivery 3 months Internal Client - Marketing Business Team & Engineering Team Background At ITyDATA, we envision a world where businesses can increase business impact and value delivery through data and technology. We're bringing this world about through our value-building, innovative, and cost-effective data and technology consulting services. At its core, ITyDATA is an innovative technology and data innovation consultancy. We are focused on simplifying technology and data innovation in order to increase business value and impact. In order to achieve our vision and core marketing goals, we have decided to create an Agile-Lean Marketing Team. Key Objective The key objective of this project is to create an Agile-Lean Marketing Team Key Activities Establishing Kanban method as defined in the Kanban method guide Creating and optimising marketing workflow for continuous value delivery Establishing Kanban system Kanban Principles Kanban board Kanban cadences Kanban Practices Create a Kanban Flow metrics dashboard Drive agile-lean mindset and practices Key Outcomes Marketing Team behaviours and mindset are more aligned towards Agile-Lean Marketing Team is continuously delivering value using Flow Demonstrable evidence of improve in marketing workflow An established and maturing Kanban system for Marketing A data-driven interactive Kanban Flow metrics

Design, developing and deploying an Intelligent CRM Flywheel HubSpot Dashboard Vision “Turning strangers into promoters” Problem ITYData is a young and growing Tech & Data consultancy with a driving vision - “We envision a world where every business and every individual are continuously transforming”. Although ITYData is striving to achieve its desired customer delight state, there is still significant work to be done. To get ITYData to its desired customer delight state, they have to develop a data-driven Flywheel to enable the business to turn strangers into promoter. The primary goal of this program is to design, develop, and deploy an Intelligent CRM Flywheel HubSpot Dashboard to help visualize customer data, create customer insight, and foster data-driven business decision-making. Product Value Proposition For business who are looking for a data tool to help transform strangers into promoters, The Intelligent CRM Flywheel HubSpot Dashboard is data-driven customer analytics tool that helps businesses understand how a stranger becomes a business promoter, customer journeys, customer attraction, customer engagement, and customer delight. Unlike traditional dashboards, The Intelligent CRM Flywheel HubSpot Dashboard is an easy-to-use, interactive, intelligent and affordable data-driven customer analytic dashboard. Project 1 – OKR – Objective and Key Results Objective The first objective is to analyse, design, develop, test and deploy an The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions [Use Case 1]. Key Results – Project 1 Analyse The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Gather requirement for The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Create a stakeholder map for The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Create a high-level process flow for The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Create a detailed-level process flow for The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Create a low-resolution design for The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Create a high-resolution design for The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Create a prototype for The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Develop version 1 of The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Deploy version 1 of The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions

Grow the Business (GtB) Flywheel Vision - Turning Strangers into Promoters 3 months Internal Client - Marketing Business Team Background At ITyDATA, we envision a world where businesses can increase business impact and value delivery through data and technology. We're bringing this world about through our value-building, innovative, and cost-effective data and technology consulting services. At its core, ITyDATA is an innovative technology and data innovation consultancy. We are focused on simplifying technology and data innovation in order to increase business value and impact. One key business growth strategy is to Grow the Business using HubSpot Flywheel Key Objective The key objective of this project is to design and develop an interactive data-driven dashboard for Grow the Business Flywheel Key Activities Create An interactive dashboard for Grow the Business Flywheel Research, identify and analyse key metrics for Grow the Business Flywheel Research, identify and analyse key datasets for Grow the Business Flywheel Research, identify and analyse key dataflow for Grow the Business Flywheel Research, identify and analyse key data process for Grow the Business Flywheel Key Results An interactive dashboard for Grow the Business Flywheel Agreed key metrics for Grow the Business Flywheel Agreed key datasets for Grow the Business Flywheel Agreed key high-level dataflows for Grow the Business Flywheel Agreed key high-level data processes for Grow the Business Flywheel Constraints & Assumptions Can be completed within 12 weeks 1 dedicated agile team Project Scope In Scope 1 – 3 Use Cases Flywheel based on current business processes Simple and easy to implement Out of Scope Flywheels with significant cost AI driven flywheel Target Stakeholders Internal Stakeholders ITyDATA Marketing Business Team ITyDATA Advisors External Stakeholders HubSpot Service Team Delivery Team ITyDATA Engineering Agile Team