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John Wiley – Account update

John Wiley – Account update. TCS Confidential. August 2019. About John Wiley and Sons. EXECUTIVE LEADERSHIP. History. GLOBAL PUBLISHER SPECIALIZED IN ACADEMIC PUBLICATIONS FOUNDED 1807 HEAD QUARTERS AT HOBOKEN, USA GLOBAL PUBLISHER WITH US & UK AS MAJOR MARKET. Peter Wiley

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John Wiley – Account update

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  1. John Wiley – Account update TCS Confidential August 2019

  2. About John Wiley and Sons EXECUTIVE LEADERSHIP • History • GLOBAL PUBLISHER SPECIALIZED IN ACADEMIC PUBLICATIONS • FOUNDED 1807 • HEAD QUARTERS AT HOBOKEN, USA • GLOBAL PUBLISHER WITH US & UK AS MAJOR MARKET Peter Wiley Chairman(Emiritus) Arer Martin CTO Brian Napack CEO Matthew S. Kissner Chairman of Board CORE BUSINESSES WILEY BRANDS & PUBLICATIONS • History GLOBAL EDUCATION PROFESSIONAL DEVELOPMENT GLOBAL RESEARCH • Provides services which enable users to be more effective in workplace & achieving career success • Focuses areas are finance, Engineering, leadership, management • Contributes 22% of Wiley revenue • Publishes educational material notably through WileyPLUS (online suite of teaching & learning resources) • Focused on under graduate, graduate, Australia schools students • Contributes 21% of Wiley revenue • Provider of content bases solutions in research, education, professional practice • Products/offerings include journals, books, lab protocols etc • Contributes 57% of the Wiley revenue • 4 Million article accessible through Wiley Online Library • Sales: $1.822 billion. Market Value: 2.522 Billion • Net Income:449 Mil • Net Profit Margin: 9.71% (Industry Average: 42.82%) • Company Type: wentPublic in 1962, 107 child companies • Employees: c. 5300+ • Largest markets: United States, Canada, Europe, Asia, and Australia • Corporate headquarters: Hoboken, NJ, USA • Traded: NYSE since 1995. (Stock Symbols: JWa and JWb) • Credit Rating : A+ • IT Spend : $130-140Million/Year (Per Datamonitor) Revenue: $1.822 Billion Margin : 13%

  3. TCS Wiley Relationship Journey Aug 2013 Apr 2013 Nov 2012 Jul 2014 Sep 2014 Dec 2012 Wiley & TCS engaged in strategic partnership Started support & maintenance services for PTCM (WOL, CMT, Australia Schools) Started Performance Testing COE Enterprise Architecture Consulting Start of steady state support for GIS Started Content BPO Services Start of Steady state support for AMS Nov 2016 Nov 2017 Mar 2019 Mar 2018 June 2019 Aug 2018 Start of ecommerce AMS Services Start Wordpress Services Started Salesforce Services Enterprise Cloud Journey Content Apps Consolidation Started RPA Services

  4. TCS Wiley Relationship 441 Associates – 354 in Offshore & 87 in Onshore Oxford (5) Bognor (4) Toronto (6) Frankfurt (3) Global Team – 6 Countries, 19 Locations Indianapolis (2) Hoboken (31) Somerset (29) Delhi (22) San Francisco (1) Kolkata (258) Austin (2) Gandhinagar (43) Bhubaneswar (1) Senior Associates – 156, Junior Associates – 285, S % -- 35% Mumbai (15) Pune (8) Bangalore (7) ADM - 214 associates, Infrastructure – 227 associates Brisbane (3) Melbourne (1) Account Learning Highlights

  5. Delivery Dashboard • Pipeline • Marketing JTBD – Salesforce, Adobe, Digital Marketing. - Started from 26th Aug. staffing in Progress. • Adobe Analytics – Expected to start in Sep • PLM Assessment – Started in Aug • Service Now L3 – Started in Aug • ISO Documentation • Marketing Transformation • Highlights & Low Lights • Revenue – Q2 5.965. Target 6.327 • All associates have reached E1 proficiency in Agile Devops Competency. • Two teams from Wiley are in top 3 from Agile-a-thon competition. • Decreased headcount – Q1 closed at 415 than 464 from last quarter. • Unavailability of Resources in newer technology causing delay to start project. • Explanation on Red • Availability of Hybris Skillset and critical dependency on BA vendors • Aggressive Timeline for TLH Migration and slow progress of Design Artifact Creation • WES- Sapphire needs one more Salesforce developer. • WES- Wiley ramping up team in Srilanka might impact Contract renewal for Sugar. • Tibco- Unable to fulfill Kafka position(Committed Billing Date was from July). Need one more Tibco Resource for a replacement effective from Sept 1st.

  6. AIR Log

  7. AIR Log

  8. CSI Dashboard Account H2 CSI -- ~ 94.16%

  9. RGS Dashboard

  10. Thank You

  11. Platform capabilities support updates | Key updates • WPG PHP upgrade as part of PCI remediation activity completed and deployed into production environment at Carrolton DC. Work in progress for upgrading Austin DC upgrade • WOL 18.0 MR2 release to production on Aug 26, 2019. • There is spike in license signing issue after launch of AS2 version 2.11 , team proactively fixed 600+ license sign in issue . Escalated to developers for resolution and root cause, awaiting information from developers • WOL team is working to incorporate additional field in support form to route “back content” issues directly to team responsible for those issues also improvement in support form to redirect the tickets for RDS and RPM team correctly as we have been receiving a lot of misrouted tickets • Service Now queue consolidation for CWS and SPA support team and migration of ticket into new queue : Complete • Implementation of script to automate VCH reports in AS2 application : Complete • Implementation of script to automate processing for failed BPM instance in AS2 application : Work in Progress • Automation fix for the GPS Pnumber issue resulting better customer satisfaction & incident reduction : Complete • Middleware component upgrade for RGGBPM & PTO prod servers as per Wiley compliance • SVN restructuring for WPG : Complete • Automation of FMS tagging to manage internal FMS data is being developed: Work in progress

  12. Platform capabilities support updates | Support metrics Incident Backlog Incidents Service Request

  13. Program Status: 4th September 2019 Link to Jira Dashboard -> https://jira.wiley.com/secure/Dashboard.jspa?selectPageId=18692 EXECUTIVE SUMMARY FY20 Objective: Unified e-Commerce Experience (and Product Catalog) across Wiley.com, WEL and WileyPLUS and migrating TLH (https://www.advancementcourses.com/) to Hybris. Program is running with 4 Agile Teams. Per Program Incremental Exercise for Q2 followings are the major goals for each team: Post Production Enhancement Team: UI changes on Efficient Learning Product listing Pages to increase traffic on the courses. Misc. SEO Updates along with few critical issues like CPA free trial issue, DB size issue etc. DEV Team 1: ALM Integration for User Management and ‘My Account’ for TLH for December Release. DEV Team 2: Wiley.com Shopping Cart and Checkout Journey Migration to Hybris from Legacy Cart (only North America) – Target DEV completion and Code Freeze – 09/09 LH Team: Focus on 4 Iterations (3 weeks each) to complete TLH development by October 15th. KEY MILESTONES NEXT STEPS – For This Week PPE Team – CPA changes working session with business completed. Now in UAT. Sprint 6 Development in progress. Major features are a POC on PLP & Performance Tuning, Spinning wheel issue, DB size issue. DEV Team 1 – Continue Development on ALM Integration – Sprint 2 End 09/13 DEV Team 2 – Continue Sprint 6 DEV for NA shopping cart migration to Hybris – Sprint End 09/09 LH Team – Continue Development on TLH Migration – Sprint 2 End 09/13. Also Sprint 1 backlog needs to be cleared. Team is lagging behind 2 weeks and trying to catch up in Sprint 2 and 3. Hybris patch upgrade from 1808 Patch 2 to Patch 14 – this will resolve a production stability issue where application node CPU is spiking frequently and causing performance issue. Regression and Performance Test in Progress. Target Readiness is 09/13. RISKS / ISSUES

  14. Hybris e-Commerce - Team

  15. Hybris e-Commerce FY 20 – Q1 FY 20 – Q2 Wiley Warriors (PPE) • Free trial form addition • CPA changes to increase revenue. • Enhance WEL Free Trial Form • Enhancement to Wily.com Catalog • Refactor Production Scheduled Jobs and their Schedules • Enhancements to Catalog Crawler for Analytics Data Capture • PDF Download option from PDP • Offering WEL Supplements to CANVAS Users • Misc. Enhancements Agile Team 1 • Remaining parts of EPIC: Add e-Book Rental Options on Wiley.com • Release Readiness. • E-Bundle purchase option on Wiley.com • Parts of EPIC: Add e-Book Rental Options on Wiley.com • UAT & Go Live Readiness for E-Book Rentals Agile team 2 • Add to Cart with validation • View Cart w/ calculations • Discount based on coupons code • AS Code Refactoring • Solution Design and Sprint Planning Finalization for Wiley.com Cart (NA) • Complete POC on AS2 Cart Implementation • Login/Register • Shipping Information / Address Book • Billing Information • Shipping Method • Payment • Order Review • Account Creation • Capture School Information • Order Submit via SQS • Order Confirmation • PayPal payment settlement Sprint 5 – 07/29 – 08/16 Sprint 4 – 07/08 – 07/26 Sprint 1 – 05/06 – 05/24 Sprint 3 – 06/17 – 07/05 Sprint 2 – 05/27 – 06/14

  16. Hybris e-Commerce FY 20 – Q2 Wiley Warriors (PPE) • Analyze & improve current tax integration for Hybris • Creating a component for placing the outage related messages • Hold orders for certain WEL partners • Remove EBP SFTP related implementation • Global URL for PDP • Implementation of POC - Use of the Promotion Engine on the PDP • SEO related to CPA pages recommendation • Partner Page template changes • Backlog items of PPE (TBD) • Backlog items of PPE (TBD) Dev Team 1 • Remaining SEO Improvements for WEL and Wiley.com • ALM Integration with Hybris for User Management • Complete Development for NA Shopping Cart • SEO Improvements for WEL Pages • Build ‘My Account’ for LH and ALM Integration with Hybris for User Management • Build ‘My Account’ for LH and ALM Integration with Hybris for User Management • Build ‘My Account’ for LH and ALM Integration with Hybris for User Management Dev Team 2 • NA Cart Go Live • Development for bringing WEL Cart on Unified Cart • Kick Off Design for AS Cart and Unified Catalog • Development for bringing WEL Cart on Unified Cart • Complete Development for NA Shopping Cart • SIT and UAT of NA Cart • Go Live Readiness for NA Shopping Cart • Complete Development for NA Shopping Cart Sprint 9 – 10/21 – 11/08 Sprint 8 – 09/30 – 10/18 Sprint 5 – 07/29 – 08/16 Sprint 7 – 09/09 – 09/27 Sprint 6 – 08/19 – 09/06

  17. Platform Capabilities Build RESOURCE LOADING DELIVERY SUMMARY RISKS/ISSUES/DEPENDENCIES/BLOCKERS RELEASE PIPELINE PROJECT PIPELINE PROPOSAL POC

  18. TIBCO Link to Jira Dashboard -> https://jira.wiley.com/secure/Dashboard.jspa?selectPageId=18692 EXECUTIVE SUMMARY For a more granular reporting on the current summary view of GL Sales data from UK CORE, an additional interface was required to process detailed level sales data to SAP BPC As part of somerset datacenter migration, Successfactors interface was migrated to use MFT. Concur expenses had specific limits to be corrected for each currency before posting them to SAP. Special Handling instructions had to setup between Ariba and SAP to classify invoice documents. To support upcoming Project DEAL customers  for  A S 2.0 ecosystem, mentioned ESB changes needs to be implemented As part of ftp.wiley decommissioning, MFT File Transfers setup from DataSalon and EBAC to BI for periodic data extract lookup files, Quickissue for renewal and billing notices to UK customers, GPS(Planning system) to BI/BPS systems for planning and forecast data KEY MILESTONES NEXT STEPS – For This Week Release of inventory optimization interfaces for UK and VCH along with current US and Canada. To support VCH articles flow from PDH to JANIS for A S 2.012 and fix existing prod issues for PAF service Sending approved DNB data from CDM to SFDC To migrate the WLS account to salesforce completely and send to CDM 3. To bring all sales force account match and merge updates to CDM and to maintain accounts sync in CDM. RISKS / ISSUES RESOURCE LOADING

  19. CWS-BO Link to Jira Dashboard -> https://jira.wiley.com/secure/Dashboard.jspa?selectPageId=15139 EXECUTIVESUMMARY FY20 Objective: Implementing DevOps across CWS & BO Decommissioning legacy idle applications Upgrade legacy active applications TLS 1.2 upgrade KEY MILESTONES NEXT STEPS – For This Month CWS – Journal pricing release for 2020 SPA – Jboss EAP(6.4 to 7) upgrade SPA – Java upgrade from 1.8 to OpenJDK BO – Upgrade Contract Archive CWS – TLS 1.2 implementation BO – Move JFDS application from Jboss to Apache Tomcat RISKS / ISSUES RESOURCE LOADING

  20. CWS-BO FY 20 – Q2 FY 20 – Q1 • Decommissioning legacy idle applications • Upgrade legacy active applications • TLS 1.2 upgrade • Decommissioning legacy idle applications • Upgrade legacy active applications • Awaiting business decision on JPS decommission • SPA – Java upgrade from 1.8 to OpenJDK • CWS- TLS 1.2 implementation • Introduction of JPS Lite • Legacy JPS kept for shout testing.

  21. Project updates | RPA (Robotics Process Automation) Overall Project Status EXECUTIVE SUMMARY The program is to identify and implement process automation across businesses. It will also create a center of excellence for RPA that will drive program execution with clear ownership and accountability. Major Achievements : Finance Process: Cost savings 0.5 FTE and increased speed, accuracy & scale Customer Service: Cost Saving potential of 0.5-1 FTE, data accuracy, increased scale & speed Product Process: Cost Saving potential of 2 FTE, timely updates, increased scale, speed & accuracy Polity: Live in Prod, Hypercare in progress. Tax Process: Time saving for critical quarter end process, increased productivity & speed Compliance: AS400 Account Termination process live in PROD, which helps in greater data accuracy and audit compliance. K&L: JIRA Ticket Creation live in PROD which helps in creating ticket automatically based on SharePoint excel and GBPM application. All Offshore Team members have completed UIPATH Advanced Developer Certification. KEYMILESTONES • TASKSUMMARY NEXT STEPS – Upcoming Week S Status Update – Req Gathering in Progress (Tentative Date – 09/14/2019) JIRA Process Enhancement (Tentative date – 09/18/2019) Uipath Studio and Orchestrator Upgrade to Latest version (19.3) RISKS / ISSUES RESOURCE LOADING

  22. Salescloud, Eloqua, Callidus EXECUTIVE SUMMARY Salescloud : Staff Augmentation on Sales Cloud and Service Cloud Maintenance. Scope : Development. Eloqua : Unified marketing tool for Research and K&L business Scope : Development, QA, Documentation Enhancements and Defect Fixes. Enable channel integrations between Eloqua and Salesforce Callidus : Customized SAP Commission Solution using Callidus Tool to calculate commission for all its distributors around the globeand streamlined the entire business process. Scope : AMS, code review, Pipeline Failure reason and also understanding Requirement gap. Reports to be developed as per business requirement. Customization to be done in Commission for FY20 plans rollout KEY MILESTONES NEXT STEPS – Upcoming Week Salescloud/ Resolving Service Cloud Issues on demand. Salescloud/ Working on K&L works as on demand Eloqua/Team is working on feasibility study on Implementing Eloqua in other region. Eloqua/Data clean up is going to start. Working on fixing SSO issue in Eloqua log in. Callidus/Developer has provided mapping for compensation report to be done via Crystal Report. Analysis, design and development of the report to be done following week. Callidus/ Documentation on Project Overview. Callidus/updating Operational guide. RESOURCE LOADING RISKS / ISSUES

  23. WES – Student Relationship, Sapphire, Sugar CMS to Salesforce Migration EXECUTIVE SUMMARY Sapphire Phase1-2: Community Cloud, Lightning. Scope : Development, QA University Program Search and compare feature. Schedule appointment Sugar CMS to Salesforce Migration : It is a migration projects. Working on Partnership and Promotion. Scope : Development, QA Student Relationship Platform : Platform for students to search and Enroll for a new course and program. Sales cloud Scope : Development, QA Lightning Roll out on USA. KEY MILESTONES Current Week – In Progress Sapphire/ Feature Program Dashboard Sapphire/Search and add Program in favorites Sapphire/ Compare Programs Sapphire / Point of contact Details Sapphire/Upload Profile Details. Sugar CMS to Salesforce Migration/Worked on Partnership Org component –Search, UI, Footer. Sugar CMS to Salesforce Migration/ Updated enquiry form Sugar CMS to Salesforce Migration/Mass Upload enhancement completed. Student Relationship Platform/Enhancement on Webmail integration Student Relationship Platform/Bug Fixes RESOURCE LOADING RISKS / ISSUES

  24. ALM 4.0 Link to Jira Dashboard -> https://jira.wiley.com/secure/Dashboard.jspa EXECUTIVE SUMMARY ALM 4.0 Development of Product, Entitlement and Links API completed Development of Institution Login and Admin User completed Implementation of Debit License Event completed Design for DFS changes completed. (Review pending) UI development for Customer Search, Product Search and license Search is completed UX design for View Customer and Product Search is completed KEY MILESTONES NEXT STEPS ALM 4.0 Development of DFS. Finalize UX design for all Search and View pages Development of Incoming Subscriber Finalize plan for changes required for IUCr, EEMBO and BIR reports RISKS / ISSUES

  25. ALM SSO Link to Jira Dashboard -> https://jira.wiley.com/secure/Dashboard.jspa EXECUTIVE SUMMARY ALMSSO Design of UI/UX flow for ALM SSO is in progress Development of Custom SSO functionality is on hold due to lack of clarity. Performance Testing for Red Hat SSO is completed. (Results have been published). OTP Design Completed OTP Development completed Profile Page JWT integration completed. KEY MILESTONES NEXT STEPS ALM SSO Staging environment preparation Defect fixes UAT with REX Initiate SOAK testing activities in ALM-PERF environment (subject to availability of environment) RISKS / ISSUES

  26. WordPress Dummies.com Link to Jira Dashboard -> https://jira.wiley.com/secure/Dashboard.jspa?selectPageId=18692 EXECUTIVE SUMMARY Our mission is to make learning more convenient, interactive and fun. The Dummies program vision is to increase revenue, customer engagement and brand awareness. The goal is to create a Dummies presence on web and mobile platforms that extends relationships with customers; is top of the mind for users and provides just in time information at consumers fingertips. The team successfully conducted Program Increment planning the WE July 26 for Dummies.com Homepage Launch successfully deployed in Production on July 30, 2019 - Simple Search Improvements and Initial New Home Page (Home Page improvements will continue into Q2 and beyond) Sprint Virgo Go Live Successful on 08/26 PodCast and Marketing feature went live on 08/29 KEY MILESTONES NEXT STEPS – For Coming Weeks Q3 Program Increment Planning scheduled for Oct 22 thru 26, 2019. Changes in Bookstore feature: Improve the experience in purchasing a Dummies book on site Team working on Sprint Sagittarius. Decide Prod Go Live Schedule for - Sprint Libra, Sprint Scorpio. Plan to start WEL KT RESOURCE LOADING RISKS / ISSUES Pipeline

  27. WordPress Dummies.com Roadmap • Epic Releases • Dummies.com- Site Optimization • - Trending Article Data Capture (May) • - Simple Search Improvements (Jun - Jul) • - 1st B2B Microsite - 1st Impl- (Jul - Sept) - Turf-Consultants • - BookStore (July - Aug) - directly to wiley.com • - SERPS (Jun - Sep) - Search Engine Results Pages • - New Home Page (Jun - Oct) (beginning of site redesign) • - Search Experience Improvements (Aug - Oct) • - Category) Hub Pages (Jul - Nov) - ~730 pages • - Newsletter (May - Nov) - UX improvements (opt in) • - Buyers Guides (Aug - Dec) • - B2B MicrositeProgram - (Sept - Feb) - B2B Sales • - User Acct Mgmt (using ALM API) (Aug - Jan) (for User Comments on Articles & Bookmarking)

  28. Identity Access Management EXECUTIVE SUMMARY FY20 Objective: IAM (OKTA, PAM) Implementation – Enhancement and maintenance of IAM OKTA, PAM implementation and Legacy perl script decommissioning Program is running with a single Agile Team. IAM: Daily BAU activity including support activity of OKTA as well as legacy perl scripts Critical enhancement related to OKTA Discussion on roadmap for perl script decommissioning 4. User account delete from github for terminated user CyberArk PAM: Install and configure CyberArk Core PAS solution v 10.8 and CyberArk Conjur 5.2.6 Onboard privileged accounts from target linux and windows systems into EPV (PAS) Integrate Jenkins with Conjur and manage secrets via conjur KEY MILESTONES NEXT STEPS – For This Week IAM: Bug fix for TLH user related production defect in QA and deploy into production Major enhancement to implement a new feature (user account deactivation in github) PAM: Review of CyberArk PAS infrastructure by PS on 07/15 and 07/16 and accommodate design change (if any) Installation of Conjur 5.2.6 in shared services VPC Troubleshooting PSMP AD Bridge service issue RESOURCE LOADING RISKS / ISSUES

  29. TIBCO Link to Jira Dashboard -> https://jira.wiley.com/secure/Dashboard.jspa?selectPageId=18692 EXECUTIVE SUMMARY For a more granular reporting on the current summary view of GL Sales data from UK CORE, an additional interface was required to process detailed level sales data to SAP BPC As part of somerset datacenter migration, Successfactors interface was migrated to use MFT. Concur expenses had specific limits to be corrected for each currency before posting them to SAP. Special Handling instructions had to setup between Ariba and SAP to classify invoice documents. To support upcoming Project DEAL customers  for  A S 2.0 ecosystem, mentioned ESB changes needs to be implemented As part of ftp.wiley decommissioning, MFT File Transfers setup from DataSalon and EBAC to BI for periodic data extract lookup files, Quickissue for renewal and billing notices to UK customers, GPS(Planning system) to BI/BPS systems for planning and forecast data KEY MILESTONES NEXT STEPS – For This Week Release of inventory optimization interfaces for UK and VCH along with current US and Canada. To support VCH articles flow from PDH to JANIS for A S 2.012 and fix existing prod issues for PAF service Sending approved DNB data from CDM to SFDC To migrate the WLS account to salesforce completely and send to CDM 3. To bring all sales force account match and merge updates to CDM and to maintain accounts sync in CDM. RISKS / ISSUES RESOURCE LOADING

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