Briefing on Excella Consulting

1. EXCELLA
CONSULTING
excella.com | @excellaco | 703.840.8600
2300 Wilson Blvd. Suite 630, Arlington, VA 22201

2. Consulting With Purpose
Excella Consulting helps organizations use
technology to transform big problems into lasting
solutions. We believe great work is driven by experts
who listen first and measure success by the positive
impact on individuals, businesses, and communities.
That’s consulting with purpose.
That’s Excella Consulting.
How can we help you – and the people
you serve – succeed?

3. Changing the Game in DC and Beyond
We help DC’s leading organizations succeed. From innovative user-
design in government websites to groundbreaking commercial
products, our clients are using technology to make an impact here in
DC and across the country.
We are proud to help them get there.
Our Work

4. Our Clients

5. Motley Fool Asset Management’s Data-Rich, User-Friendly Site
Issue: Creating a Site That Works for the Foolish
Motley Fool Asset Management (MFAM) is a boutique,
shareholder-centric, asset management firm established in 2009
by financial-services company The Motley Fool. MFAM came to
Excella to help create a separate web presence to expand their
brand and also be compliant with regulators.
They knew that they wanted to include information on their mutual
funds, as well as to host the insightful content and analysis that
Motley Fool customers are accustomed to. The challenge they
faced? Exactly what to build and how.
The Solution: Start With the End-User
Together, MFAM and Excella established requirements that would
cater to shareholders who needed to purchase funds, track
performance and holdings, and download applications – yet also
have the unique content and transparency they expected from a
Motley Fool subsidiary.
Using Agile practices, Excella leveraged Python/Django on a cloud-
hosted infrastructure to deliver an interactive website that matched
MFAM’s corporate values: straightforward, data-rich, customer-centric,
and built for the long-term. The back-end leveraged Morningstar data
for quotes and financial information, and is completely automated,
eliminating the need for manual updates by staff.
The Result: Transparent, User-Focused and Built to Last
The new site represents the Motley Fool brand, meets regulatory
requirements, and supports MFAM’s desire for transparency. Rather
than posting only the top 10 mutual fund holdings as mandated by the
SEC, MFAM publishes each fund’s full holdings. Interactive
shareholder calls are accessible through the site via streaming video.
Automated processes limit the time staff spends on website
maintenance so they can get back to doing what they do best –
traveling the world to produce the useful content that sets MFAM apart
from its competitors.

6. myUSCIS: Reimagining How Government Works
Issue: Creating a New Vision for Immigration Services
The U.S. Citizenship and Immigration Services (USCIS) has a monumental mission: to protect the
American dream by providing information, granting benefits, and promoting understanding of citizenship
to over 14 million people every year. For years this process relied on a complicated system of forms and
phone calls, leading to huge backlogs for USCIS staff and frustration for its customers.
Taking a cue from digital giants like Google and Amazon, USCIS developed myUSCIS.gov: an integrated
online experience that simplifies and streamlines the immigration process. Agency leaders worked side-
by-side with their customers to design a solution that was accessible, informative, and highly personal –
providing a digital gateway for the next generation of Americans. They created a team of innovators,
including 18F, U.S. Digital Services (USDS), and Excella, to turn this dream into a reality.
The Solution: Agile, Open-Source, and DevOps Provide a Path to Success
USCIS could not wait years to deliver a solution, so they adopted modern processes like Agile, DevOps,
and Continuous Delivery to deliver value early and often. Excella led small Agile teams to engineer the
site using iterative, two-week sprints that involved customers and staff from across the agency. Our
development team also used a range of open-source technologies to provide future scalability, including
Ruby on Rails, Java, and Chef.
Agile DevOps and Continuous Delivery in the Amazon Web Services cloud were crucial components of
the successful myUSCIS deployment. The Excella team delivered quickly with consistent results by
automating tests, versioning infrastructure as code, and deploying applications automatically.
The Result: A Solution Built to Serve
The result is myUSCIS (my.uscis.gov), an innovative website designed to change lives and revolutionize
the future of government IT services. Through an understanding of customer needs and a dedication to
leading edge technology, the Excella team worked with USCIS and its partners to change how software is
developed, managed, and approved at the agency. This type of transformational thinking will impact the
way IT solutions are designed and developed across the government – ushering in a new era of
innovative services.

7. Ovarian Cancer National Alliance
Issue: Showcasing Data for Maximum Impact
OCNA is an organization with a big mission – to advance the
interests of women with ovarian cancer. Their mission includes
connecting patients, caregivers, and survivors to the information and
resources they need as well as advocating to ensure that ovarian
cancer and women’s health issues top of mind for legislators and
decisions-makers here in Washington and around the country.
To support their mission, OCNA developed 50 States of Teal:
Ovarian Cancer Care Across America, a set of metrics to assess
how well women in each state are connected to the services they
need to prevent, detect, and combat the disease. In order to have
the greatest impact on their stakeholders, OCNA needed to
showcase the information in an engaging format that was accessible
and easy to use. They called on Excella to build a digital solution
that could tell their story through data while being mindful of their
timelines, budget, and the highly personalized nature of their work.
Our team jumped at the chance to support this project!
The Solution: An Agile Approach
Delivers an Interactive Solution
Excella created an agile project roadmap to deliver a comprehensive
solution to OCNA in just four months. The team brought on a project
manager, visual designer, and developers from the Excella Extension
Center to create a flexible solution that fit OCNA’s needs and budget.
OCNA’s team was engaged every step of the way to provide
feedback and guidance for the project while they worked to build out
their additional programs.
The Result: A Tool Built To
Engage, Inspire and Foster Change
The Excella team built an interactive map with an Angular front-end to
showcase the State Report Card information and allow for responsive
design and scalability. The back-end leveraged Django to manage the
database and provide a content management system that is easy for
OCNA staff to access and update regularly. The design reflects
OCNA’s “50 States of Teal” branding and allows users to quickly and
easily drill down in to specific information about their state.

8. Making something great goes
beyond skill and expertise.
It also takes the right combination of experience and innovative thinking
to deliver technology solutions that make an impact. We are technology
craftsmen – constantly honing our approach to help our clients and
their customers achieve what they only imagined was possible.
Our Services

9. Agile Training
Don’t just train. Transform.
There’s a reason we’ve become DC’s go-to Agile training source. We do more than
just teach you about Agile and Scrum. We put everything in a business context so
there’s a clear link between what you learn in training and how you can use it to
improve your business.
We offer public and private courses on Agile and Scrum at our state-of-the-art
Arlington Tech eXchange in Arlington, VA.
Our Certified Scrum Trainers have deep expertise implementing Agile with
commercial, non-profit, and government organizations around the DC area.
We are a PMI Registered Education Provider (R.E.P.), a Scrum Alliance
R.E.P., and an International Institute of Business Analysis Endorsed
Education Provider.
Courses we offer:
 Certified ScrumMaster (CSM)
 Certified Scrum Product Owner (CSPO)
 Certified Scrum Product Owner (CSPO)
with Agile Business Analysis
 Agile and Scrum In a Day
 Agile Engineering / Certified Scrum Developer (CSD)
 Agile Testing
 Agile Business Intelligence and Data Warehousing
 Understanding Lean Kanban
 Certified LeSS Practitioner
 Agile Requirements
Register for a course: excella.com/training

10. Transform your team and start delivering
We know the impact Agile can have on organizations of all sizes. It doesn’t matter what
your role is – developer, manager, analyst – or the type of project you are working on,
taking an Agile approach is more rewarding for everyone involved and leads to better
business results.
We offer tailored solutions to help you implement Agile principles and practices so your
customers realize the benefits. Our coaches can quickly assess your current state and
recommend the training and implementation roadmap that gets your team moving in the
right direction.
There are many facets of Agile. We are interested in all of them
and we’re experts in the following:
• Scrum
• Certified Scrum Training (Certified Scrum Master
and Product Owner)
• Agile Transformation at the Organizational Level
• Agile Adoption at the Team Level
• Change Management
Agile

11. Turn your ideas into working software
Our developers do two things really well: building custom software solutions and helping
development teams improve their practices. For most of our clients, we do both.
We build our software solutions with a strong focus on Agile engineering practices,
continuous delivery, and user experience. We are dedicated craftsmen (and women)
focused on constantly improving what we do. Our small teams can help you deliver results
early and often while adjusting to the changing demands of your business and customers.
Excella developers are polyglots with a passion for leading-edge tech and open source
tools. We specialize in:
• Ruby
• Python
• C#
Software Development
• JavaScript
• Java
• UI/UX

12. Make your data matter
However you slice it, to make informed decisions for your organization, you need fast,
easy access to your data. Unlocking the power of your data is what will drive your
success.
Excella applies a holistic, open, and Agile approach to managing data. Our teams are
cross-functional – we’re able to design and create the data architecture and processes
to move and integrate information, the visualizations and analysis to empower
decision-makers, and the governance processes that will help you manage your data
long term. We implement cost-effective solutions and know what the latest tools and
technologies are and how they do (or do not!) apply to you.
Our Data & Analytics team loves to dig into data can help you build and sustain
solutions that cover the entire data life cycle. We specialize in:
• Data & Big Data Integration
• Business Intelligence
• Data Science
• Data Governance
Data & Analytics

13. Better Together: Development and Operations
The DevOps movement is becoming mainstream and for good reason. DevOps helps
organizations collaborate to build high quality working software and deliver it into
production quickly and frequently. It embraces continuous delivery, continuous
integration and automation, and works to reduce the process of releasing software
from weeks of approvals to just a few keystrokes.
Our engineers address the people, process, and technology aspects of DevOps. We
know the tools and the processes to get your teams talking and producing – and
maybe even enjoy working together again!
We’ve helped clients adopt DevOps and improve their business by focusing on:
• Organizational Transformation
• Pipeline Tools (Puppet, Chef, Git, and Jenkins)
• Platforms (Linux, AWS, and Azure)
DevOps

14. Understanding Your Vision Is The First Step to Success
Maybe you have the vision for your product, but you don’t have the roadmap to
achieve it. Perhaps you know the right thing to build but need to validate you are
building the right thing. Or maybe the big thing standing in your way is getting your
team and customers on board with your new company direction.
Whatever your challenge – a successful solution begins and ends with strong analysis.
Our business analysts can help you uncover the priorities that drive high-value
solutions and reveal the right information to make critical business decisions. We are
experts in product ownership, data analysis, business architecture, business process
modeling, change management, and quality software testing. We apply Agile
principles and our business analysts work side-by-side with our software experts (or
yours) to help bridge the gap between customers and IT initiatives and maximize
return on investment.
Our business analysts provide an Agile, iterative approach to:
• Business Strategy
• Change Management
• Data Analysis
• Product Ownership
Business Analysis

15. Make the Most of Your IT Investments
Successful IT implementations create two outcomes all businesses strive for: value
and efficiency. The investments you make in IT can be successful if your projects are
managed well. However, many PMOs focus solely on check-the-box stuff, things that
are required (like status reports and project plans), but don’t solve problems or get
results. Successful PMOs get things done by focusing on value, interacting with
people and adapting to change.
We’ve managed projects and run PMOs for organizations of all shapes and sizes, and
we know that adding value requires knowing all aspects of a project. Yet despite this
preparation, things change. They always change. That’s why we take an Agile
approach to project management, creating an environment where all sides are
communicating and working toward the same goal.
We specialize in:
• Agile Program Management
• Agile Project Management
• Change Management
• Communications
Program Management

16. Our small Agile teams get big
results for our clients.
DC’s leading organizations turn to us to help them create meaningful
change. Because companies and problems come in all flavors, we
create custom solutions by blending our industry expertise with
leading-edge technology skills to deliver solutions that impact your
customers and communities.
Markets
We Serve

17. Our Industries
Hospitality & Travel
Turn travelers
into brand champions.
Financial Services
Leverage your data for
lasting success.
Product, Technology
& Media
Create solutions built to compete.
Federal
Reimagine the way
government works.
Associations &
Advocacy
Do even more with less.
Education
Shape the future
of learning.
Healthcare
Help organizations use
technology to shape the future
of healthcare.

18. Federal Contract Vehicles
We are committed to make doing business
with us simple. Our numerous vehicles offer
our federal clients ways to team with us to
better serve the public.
Our current vehicles include:
 GSA IT SCHEDULE 70
 GSA MOBIS
 NTIS JVP
 DOJ ITSS
 OPM IT BPA
 NAVY SEAPORT-E
 GSA IT BPA
 CFPB IT BPA
 CMS SPARC
For more information contact:
Dave Neumann, Partner
dave.neumann@excella.com
703.840.8600

19. Conferences and Events:
Arlington Tech eXchange (ATX)
Connect, Share, and Learn
In the Heart of Northern Virginia!
Collaboration and training drive the innovative thinking that is changing the
world. Sometimes all you need is a place to start.
At the Arlington Tech eXchange (ATX) we have 1,500 square feet of space
dedicated to hosting events for DC’s technical and business community.
Our facility includes:
 Event space for up to 100 people
 Wi-Fi
 Two 113-inch presentation screens
 80-inch high definition flat screen
 Eat-in café space
Need a place for your meet-up or hackathon? Are you a trainer looking for
space for your classes? Or perhaps you just want a fresh space for your team’s
next brainstorming session? Whatever your event needs, we can help.
We are conveniently located off Wilson Blvd in Arlington. We are a quick walk
from the Courthouse Metro stop with plenty
of space for bike and car commuters.
Contact us at:
excella.com/arlington-tech-exchange
ATX@excella.com

20. Excella’s Extension Center
A New School of Thought
America has a shortage of workers in science, technology, engineering, and math (STEM).
Universities can teach concepts, but cannot always provide real-world experience. Excella’s
Extension Centers take STEM education one step further.
Located on campus at Virginia Tech in Blacksburg, our Extension Center engages high-achieving
technical students to provide remote software development and support to our client delivery
teams. Students are vetted for the skills and technical aptitude needed by our clients in the
federal, commercial, and non-profit sectors. Our student team members work part-time under the
direct supervision of our experienced developers and consultants.
The Extension Center approach allows us to assemble teams with the optimal combination of on-
site and campus-based team members – often saving our clients time and money while creating
real-world opportunities for students in technology fields.
XC clients include:
• Peace Corps
• Ovarian Cancer
National Alliance
• PIAA
• USCIS

21. 14
Creating exceptional careers
by delivering meaningful
solutions.
We are Excellians. We are Agilists and software developers.
We are PMs and polyglots. We love to make big changes
wherever we go. We place a premium on flexibility, taking
initiative and driving results. (And we’re pretty fun, too!)
14 Years
In Business
200
Employees
$50M
In Revenue
20+ Industry and
Meetup Groups
Award Winning
 Washington Post
Top Workplaces
 Washington Business Journal
Best Places to Work
 Jefferson Award for
Public Service
 Vault Top Ranked Internship

22. Excella Consulting
2300 Wilson Boulevard, Suite 630
Arlington, VA 22201
703.840.8600
Info@excella.com
@excellaco | excella.com
Get In Touch!
We’re always on the look out for the next great
opportunity or the next great Excellian.