COOLMaps - Proprietary Visual Process & Mapping

Software Designed to Manage Change &

Document ControlNew York | London | Phoenix | Vancouver

800-997-4772 | www.ipsaintl.com

2 Enterprise Level Advanced Process Mapping

1. Multi-level process mapping2. Point-of-occurrence issue identification and risk scoring3. Unlimited attachment/link capacity4. Project management and communication features in a

single tool

COOLMaps: Four Powerful Tools in One

4 Map FunctionalityHyperlinks Give Deep Views of ProcessProcess Steps Display Icons Indicating Information is AvailableProcess Steps Have Attachments and Links

Firm

Project

Workspace

Maps

COOLMaps are Organized Hierarchically

Issue Reporting and Project Management

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In a single click, go from COOLMaps process maps to automated, downloadable logs containing issue and risk information, project management information, and built-in communication features.

Logs

Consulting IPSA will create COOLMaps for any area, risk, or project (e.g. regulatory remediation, future state planning, acquisitions, etc.), convert your current process maps to COOLMaps, or update COOLMaps on a regular or as required basis.

LicensingIPSA will train your team to create COOLMaps, provide templates for key process areas, and provide ongoing advice and guidance to optimize visual process and risk mapping.

Getting Started with COOLMaps

SaaS (Software as a Service) License: • Two-year subscription service• Includes client administration package, software updates,

maintenance, training, and support for a monthly fee• Immediate access with little user interface required• Unlimited viewing licenses through secure web portal

Enterprise License: • License with one-time fee• COOLMaps run on user’s server• Includes client administration package, edit licenses,

updates, training, and support

8 Flexible License Options

COOLMaps logs contain automated project management features including: •Full description of multi-issues or projects with sorting capability•Risk/issue prioritization based on accepted operational risk standards•Remediation/project requirements•Clear delineation of responsibilities•Timing and automated “tickler” system for tracking project tasks•Ability to attach unlimited information required for remediation•Built in e-mail communication features•Single-click “reference back” to process where issue arises•Control over certification of project remediation•Attaches unlimited work papers for future reference•Downloadable to MS Excel spreadsheet

9 Integrated Project Management Features

Other Process Maps – Large Single Canvas– Complex 2 dimensional views– Limited attachments/links– Limited search capability– IT/Engineering focus– Extreme vertical focus– Limited/specific uses– Deep skills to create/edit– One Person can edit at a time– No communication capability– No summary logs– No project management tools

COOLMaps v3.0 Unlimited canvas Elegantly simple 3D views Unlimited attachments/links Deep search capability Management focus Multiple uses Vertical and horizontal views Wizard creation/easy to edit Multi-edit capability Built-in communication modules Five automated log types Robust project management

tools

10 COOLMaps Software v3.0 Advantages

System Features

• Platform Options:o Enterpriseo ASP/SaaS

• Rich Browser Based View Portal:o Intranet (Enterprise)o Internet (SaaS)

• Rich Client Map Creator• Version Control• Audit Log• Full Security Controls:

o Password Controlso Multi-permission edit levelso Multi-permission view levels

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User Features

• Highly Visual• Easy to read/display• Feature Rich• Single Click Navigation• Views by process or issues• Hyper-linking• Automatic Log Generation• Deep Search Capability• Creation Wizards• Help Features• Tutorial

Technical User and System Features

Contact Us

New York | London | Phoenix | Vancouver800-997-4772 | www.ipsaintl.com

Rob ConeManaging Director, Special Projects212.205.4180rcone@ipsaintl.com