Presentation to Rebate Fullfillment 11/29/20111. Heritage Overview Formed in 2003 as IT Staffing Firm Exceeded $5M in gross revenue Headquartered in Glendale,

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Presentation to

Rebate Fullfillment

11/29/2011

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Heritage Overview

• Formed in 2003 as IT Staffing Firm• Exceeded $5M in gross revenue • Headquartered in Glendale, CA• Provide Nation-wide coverage• Held Privately - Owner / CEO /President: Jeff Estep• Other Key Personnel:

o Alex Hramtsov, Chief Financial Officero Lydia McCarthy, Senior Vice President Operationso Tom Swysgood, Chief Information Officer

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Staffing Practices

Experienced pool of technical resources

– Project Management – PMI, PMP & ITIL certified

– Systems Engineering & Design

– Application Design and Development - Oracle, JAVA, J2EE, Tivoli, Rational Tools

– Platform Administration – Certified in IBM, Sun, Microsoft, Unix

– Data Center relocation

– Storage, Network and Systems Administration

– Enterprise Application - People Soft, Oracle Financials, SAP, Lawson, JD Edwards

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Strategic Alliances

• Parago Rebate Processing and Incentive Awards• AT&T Operation Hand Salute• Reseller of Lieberman’s Security Software• Reseller of Fujitsu’s Glovia ERP solution• Peer to Peer Partnership with NetApp• Oracle’s North American Consulting Subcontract

Program

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Key Strategies

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• Use the deep experience of our staff to derive a better understanding of customer needs

• Extend the business from staff augmentation to solutions practices

• Operate as an alternative source of IT resources by offering a lower cost and a closer relationship with company principals

• Utilize Native American Status and DOD rebate program

• Take advantage of Disabled Veteran and Small Business Status

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Certifications

• Service Disabled Veteran Enterprise (DVBE)• Small Business (SB)• Minority Business Enterprise (MBE)• TL9000

o Telecommunication Quality Standardo Superset of the ISO 9001:2008 Quality Standards

• GSA Schedule 70-GS-35F-0049V• CMAS Schedule 3-09-70-2648A

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Clients

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Major Engagements• Nissan : Program Management Support, Data Center Relocation Support, Web Applications

Development, Legacy Software support, System Administration, Technical Writing

• State of California’s Public Utilities Commission Thru Communication Service for the Deaf : Knowledge base creation for CA call center support

• Silicon Valley Storage Company: Project Management, Nationwide Multi-Media Web Infrastructure, IT Architecture

• SAIC/VA – Data warehouse Repository Application development JAVA, J2EE, Configuration Management, Quality Control, Rational Rose, Clear Case

• East Coast Pharmaceutical Company: Authentication Solution (PKI Technology Solutions)

• State of CA: SAP Integration Support, Technical Documentation

• Media & Entertainment Company: Oracle Infrastructure Assessment, Web applications performance troubleshooting, Program Management Support, SOA Applications Architecture

• Telecommunications: IT Security Assessment

• Northrop Grumman: SAP Integration Support, Asset Management

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Critical Success Factors

Excellence in fulfilling the promise - reliable, trustworthy expertise and information.

Developing visibility as a minority owned company to generate new business leads.

Leveraging from a single pool of expertise into multiple revenue generation opportunities.

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Heritage’s Role at PG&E

• Elaine Fat, Project Managero Accountable for smooth implementation, complete SOW delivery and meeting

project deadlines, adhering to TL9000 standardso Conduct quarterly and semi-annual business reviewso Be the key liaison between PG&E and Heritage/Paragoo Provide local representation for team (available for face to face within 2 hours

drive)

• John Moon, Account Manager o Manage the day-to-day aspects of rebate and incentive programso Responsible for promotion setup, reporting, client support  

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Contact Information

Elaine Fat 

Regional Director

Heritage Global Solutions Inc.

916-791-6147 (office)

[email protected]

www.HeritageGlobalSolutions.com

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