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Information Technology Group Current Major Business/Technology Initiatives

Information Technology Group Current Major Business/Technology Initiatives. Church Benefits Association - 2006 Annual Meeting “Improving Retirement Readiness” – San Diego, CA November 28, 2005. Purpose.

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Information Technology Group Current Major Business/Technology Initiatives

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  1. Information TechnologyGroupCurrent Major Business/Technology Initiatives Church Benefits Association - 2006 Annual Meeting “Improving Retirement Readiness” – San Diego, CA November 28, 2005

  2. Purpose The purpose of the IT Group is to leverage our business and technology experience and knowledge to better support the missions of our organizations. This session is a forum for sharing ideas and information pertaining to current initiatives, discussing and evaluating technological trends and innovations that can add value, and soliciting outside experience to further augment our knowledge in new and emerging technologies relevant to our operations.

  3. Our Goal* To provide an overview of some current, major business and technology initiatives/projects underway within our organizations.* Note that Information Technology is merely an enabler to successfully achieving the business goals.

  4. Assemblies of God Ministers Benefit Association(Jim La Vallee: jlavallee@AGFinancial.org) New master database (SalesForce.com replaced Goldmine) Website redesign w/daily content (lots of on-going changes) On-line Enrollments Receipting System E-Statements / Statements On Demand Rate of Return Calculators on website Security Audit and 15 new IT policies Call Center expanding role w/ improved reports

  5. Assemblies of God Ministers Benefit Association(Jim La Vallee) Designing new Data Center w/ Bick Group Planning Wi-Fi in new HQ building w/ Cisco Upgrade of IBM AS-400 to I-Series Upgrade Sungard Charlotte Trust System Doubling technical staff over a 24-month period Hired a Technical Trainer for proprietary applications New dashboards & reporting schemes for business intelligence Crystal Reports and SQL data inquiries

  6. Assemblies of God Ministers Benefit Association(Jim La Vallee) CreatedService Level Agreements with all other Divisions Established CRM Council to drive innovation Document Control streamlined scanning and indexing New and improved Help Desk procedures Next generation PDA replacements Adopting and adapting Six Sigma disciplines (possibly ISO 9004) Participated in Gartner Group Mid-size Enterprise Hosting our next CBA IT Meeting in Branson May 23-25, 2007

  7. The Board of Pensions of the Presbyterian Church (U.S.A.) The Board of Pensions of the Presbyterian Church (U.S.A.)(Ed Driscoll) 2006 Strategic Initiatives • Completed New Information Technology Five-Year Strategic Plan • Web Services – Implemented Secure Member Access to Benefits Information • Implemented Workflow Automation • Implemented Medicare Part D with CMS and Express Scripts • Implemented Oracle/PeopleSoft, CRM, and HR/Payroll System Upgrades • Developed New Business Continuity and Disaster Recovery Plans 2006 Tactical Initiatives • Implemented Network., Telephone, and Office Automation Upgrades • Implemented Wireless Access on Laptop PCs • Fully Implemented Blade Server Technology • Evaluated Electronic Data Management Alternatives

  8. The Board of Pensions of the Presbyterian Church (U.S.A.) The Board of Pensions of the Presbyterian Church (U.S.A.)(Ed Driscoll) 2007 Strategic Initiatives • Web Portal Capabilities – Transactions, E-learning, E-health (Mayo Clinic) • Integrate and Expand Workflow Automation • Business Intelligence – Information at the Desktop • Lawson Financial System Upgrade • Business Continuity and Disaster Recovery Testing and Training 2007 Tactical Initiatives • Electronic Data Management • Remote Access via Thin Clients • Document Management using MS Share Point • Email Management including Secure Email • Expanded Security Controls

  9. Christian Brothers Services(Tom Drez: tom_drez@cbservices.org) 2006 • Implemented new data network, Avaya IP-PBX, and major iSeries (AS/400) upgrade • Enhanced security: single-signon, secure message center, secure USB, firewall upgrade • Signed Sungard recovery agreement for BCP/DR • Enhanced communications: use Breeze to speed content delivery to website 2007 • Implement multimedia contact center • Strive for “anything, anywhere, anyone, anytime”; develop to the browser • Develop key performance indicator dashboards by functional area • Implement health care claims imaging/OCR system to generate ‘837’s • Begin upgrade of property/casualty back-office system • Upgrade infrastructure: SAN, UPS, server replacement/consolidation, backups • Plan for the customer and employee of the future and Web 2.0

  10. (Clayton Crawley: ccrawley@cpg.org) • 2006 Major IT Projects: Completed and Underway • Company-Owned (Hosted) Hotsite Created • VoIP Rolled-out to Off-Site Employees • Enterprise-wide DR/BCP Plans Created and Tested • New Server Room & OC-3 Ring Install • New Spokes on Unified Database Hub & Expansion of DTD • Complete Web Re-design • Oracle CRM Deployed to Primary Call Centers • ITS-wide Documentation, Policies, and Procedures Created on Wiki • Project Management Standards Implemented for all Projects

  11. (Clayton Crawley: ccrawley@cpg.org) • 2007 Major IT Projects: Underway and Planned • Implement Standards for Yearly DR Testing • VoIP Roll-outs for CRM Call Center Employees • Clean-up of Non-compliant Systems and Non-Secure Processes • Linking of Unified Database with Web for Individual Self-Service • Web Self-Service for Clients in Life, Medical, & Pensions • Continued Roll-out of ECM and Document Generation • ITS-wide Reporting and Metrics (BI & BAM) • Enterprise-Wide Projects Program Support: Integration as a Priority • Support of Healthcare and Pensions 3-year Initiatives

  12. Evangelical Lutheran Church in America Board of Pensions(Steve Willems: swillems@elcabop.org) • Multi-Year Business-Driven IS Strategy • Replacement of Legacy Benefits Administration System (Targeted July 2007) • Record Keeping – Complete - Outsourced to ACS • Enrollment & Eligibility – Complete - Custom Developed .Net application • Billing & Receipting – Implementing iMis solution from Advanced Solutions International. Going live Q207. Online bill presentment and payment and online indicative data change available late 2007. • Annuity Payments – Outsourcing to JP Morgan beginning January 2007. • Web Implementation – New website (www.elcabop.org) available Q406. • CRM Visioning • Enterprise Reporting • Records Retention • Disaster Recovery Site Refresh

  13. (Tom O’Neill: toneill@pbucc.org) 2006 Implementations • Annuity Offerings Consolidated • Medicare Part D Initiatives • Web Based Billing & Receivables • Hot Site Operational – Core Systems • Avaya VoIP & IP-Office Rolled Out 2007 Agenda • Life Cycle Pension Funds • Institutional Marketing Campaigns • Website – Strategic Presence • DR/BCP – Work In Progress

  14. The General Board of Pension and Health Benefits of The United Methodist Church (Eileen Kane: ekane@gbop.org) IT Update November, 2006 Eileen Kane

  15. To Bond Legend: Manages and Reports Holdings Monitors and Country and Portfolio Risk. Database RCID GCI GPI Reports Entity Instrument Customer Data From View Counterparty Risk for Data Data h FIMIS STARS PIMS (RCID) & FIMIS w/ Fixed Income Entity CREST GCIB Profitability Fixed Income & Information (Fixed Income Management (Sales Tracking & Reporting (Portfolio Information Transaction RCID/GCI Exposure (Credit Risk Exposure System) Issuer Risk for Fixed Information System) System) Management System) in CED Data Mapping Income and Front Office Derivative CIBR Structured Products. Exposure International Traded (Client Information From (Daily Feed e Business Resources) New Products MACRisk via PLSQL) Accounts RCID Prepare Stores All Netting Group CIS GCI To Bloomberg To ARTS & GCI Credit Agreements & Add / CRMS CMDS Approval b f Assign / Modify Other Documents GBS a From Validate GCI Entity (Credit Risk Documents (Capital Markets Documentation Used in Automated CGS (Global Banking System) CED To INA To BOLT Mgmt System) System) Data Risk Management (Core Entity Database) Sales Portfolio Mgmt c d within GCIB. DMO Credit Group CDOT Request Open New / Maintain Customer (Client Data New Maintain Data (not incl. Legal Name, Maintain Operations Tool) Nightly Refresh Account Accounts GCI, Acronym, Issuer Data Daily Feed at 8 PM EST LOB & Address via SQL Stores CSDs & GCI RED ID List of GCI CSAs, and Names CCMS RED Maintains Sierra Trader II & GCIs Custodian Conman (Reference Entity (Counterparty Collateral Counterparty Limits MIS Version of CED. via SOAP NEWS Database) TPD Management System) as Input to Trade Stores X-Ref Reporting DB XML (New Account Entry Workstation) (Traded Products Database) Tables (XRT) for Input Systems. Mapping GCIs to other Uses CCS - A Account identifiers such as CIS, Middleware Layer for Opening Tax ID, etc. Red other Applications to Workflow Enter Issuer Settlement Contact Enter Interface with CED Engine Mnemonic Identifier Instructions Information Mnemonic Created in CLAS Data Real Created in CLAS Create Time a To MACRisk/TCRIS, FIN39, CGS Acronym SQL/FTP Document Feed CREST, TPD, CMDS, & CCMS Application for Management Trade Matching GCI Acronym System GCI, Customer Customer Data GCI Acronym Acronym Provide Long Including Acronym, GCI & Legal Name Advantage CONFIRM DTCC Mnemonic Name & Legal (Real-Time via XML-JMS) & Acronym Names Trade Support CMCLA Create Bond for FX Mnemonic Diamond Electronic Confirms Counterparty & Middle Office Paper (XML Message via Issuer Data System Used to Confirms Days Changes in CED are Applied Risk MQ Series Link) Request Maintain Trades Nightly to CGS (1:00 AM EST), and a Mnemonic Rating and Calculate Complete Dump is Performed Weekly Risk Confirmed G/L P/L Ad Hoc Reporting GCI Trades Ticker Web Based Rates Interface to Legal Name CLAS ALICE for Used to set- Infinity PDT Counterparty Data AVALON Computron (Real-Time) (Credit Limit Reading Portfolio Trade Trades up client Including Acronym, Administration System) Issuer Data Editor - Set information NAICS Code, etc. Attributes for including (Every 10 Minutes) Registered Inclusion in Browser-Based Structured Rep #, short Credit Risk New Issues Products and Application used Replication name & To Exposure Accounting / Static Data g of Data to Maintain CDR long name GL Information Repository Trade Data DB Credit Limits Trade Entry Futures & Options Bonds Pricing Risk Manual P&L Bloomberg ID Entry (e.g., Bank ID Term (8 digit) Credit Default Sheet Transaction BOLT b From Cumulus Bloomberg Swaps) TONGA GMI Details for International NEWS (Bond Online Trading System) Manual Entry Web Based Interface Credit & Daily Batch File of to ALICE for Adding/ Rates Issuer Systems of Record. Client Transaction G/L & Modifying Bond Data d and Security Transaction Data Calculates Market Data Source for Regulatory (Every 10 Static Data Account Details for US Minute Full Reporting Risk for Hedges IRP (Real-Time) Opening Manual Request From Load File Contains End of Day Flat File (Exchange Trades) Request with Entry (Interest Rates Products) NEWS Confirmation Feed) Snapshot of IRP for London with Account Info Bond Static Data Trade Level (3:00 PM), Tokyo (9:00 AM) Risk for Not Found in EJV is Details & US (9:00 PM) Bloomberg Bond Hedges Looked Up via From Includes Credit c Terminal Bloomberg Terminal Query Tool NEWS Risk Exposure Risk for and Manually INA GTM Processes Hedges Entered into ALICE (Integrated Name & Address) (Global Transaction Manager) (FE and Credit via the Bond Query Avenue Transaction Tool Manager) Details EJV Bond Imports via FE (Real-Time) To e (Real-Time if From Master Issuer Base Model that PIMS f queried by user) Account Loan Static Data NEWS Calculates Risk for Bond Repo Information Issuers Accounts Entity Short Name MACRisk / COAS From a g From ARTS ICI / IMPACT ACBS Capital Manager ICDAS Bloomberg (Credit Option Adjusted Spread) TCRIS CGS Factors EJV Transaction Market & Rates Daily Entry of Details to (Daily) Treasury / Agency Feed Loan (Real-Time) Market Market-to-Market, Books & Records Service Bond Static Data Payments Positions for External Clients Potential Composite Instructions Factors Payment Exposure Security Details & Rates Investment Notices ADP # (Real-Time) & (Counterparty Risk), (Daily) Grade, Settlement & Limits for ABS/MBS Deriv Data / Notification FT Interactive Dalcomp Maintain Socrates Derivatives (Manually BPS & Agency FIN39 Synchrony CDR DB Contacts CDR Static Data Established by SMDB GOV DB (local version of Corporate Data CMCLA) (Corporate Data Repository) Repository) (Security Master Database) Static Data Factors Front End Trading Client Services Regulatory Other Activity: & Rates Fixed Income Editor From System for Municipals h Reporting on Activity Data Group Workflow & - P&L Documents (Nightly) Cash Front-Office FIMIS (Real-Time) Document Small Subset of - Indicative data & E-mails Client Services Static Data Group Applications? Marketers for transactions Tracking Data Thomson - Positions - Payables/Receivables Portal Entitlements - Corporate Actions Bond Holdings Corporate Bond Entity information source for Bloomberg’s Client Portfolios Fixed Income Front-Office BSO Database Match LDAP Matches client long & eMAXX Provides client short positions to BofA positions information advertised positions IT Infrastructure Challenges – current state Legacy of years of independent developments linked together with point-to-point connections ~40% of IT budget is spent on developing and maintaining connectivity among specialized systems

  16. Current Activities Major IT Transformation underway • Key components include: • streamlined, scalable, service oriented architecture • single sign-on • portal delivery with enhanced services available • Plan Sponsor – Phase 1 • Participant – Phase 2 • CSR’s – Phase 3 • automated workflow and imaging • health administration system • upgraded retirement/participant service system • data warehouse and EIS • 2 months into ~ 24 month effort

  17. Unified Architecture solution - end state

  18. Other Current Activities • Readying organization for launch of new DB/DC retirement product • Live date January 1, 2007 • Continuing to implement COBIT process maturity improvements • 2006 focus has been on project management, planning and estimation • 2007 focus will be on more agile development and testing standards • Evaluating DR hot site and facilities changes • Continuing infrastructure updates including: • streamlined environment • security, spam/virus and patch management improvements • Evaluating VMware

  19. Thank You! Resources:1. CBA IT Group Section of CBA Website (this PowerPoint presentation, the annual Business & Technology Survey, and more)2. Contact the CBA IT Group via Tom Drez, Christian Brothers Services at 630-378-2903 or tom_drez@cbservices.org3. Feel free to contact any group member using their eMail address as listed on their slide(s). Church Benefits Association Website www.churchbenefitsassociation.org

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