Information Technology Group Current Major Business/Technology Initiatives (3:30pm – 5:00pm) Church Benefits Association - 2004 Annual Meeting San Antonio, TX December 1, 2004 Our Goal Today * To provide an overview of some current major business and technology initiatives/projects underway within our organizations. Technology as Enabler * Note that Information Technology is merely an enabler to successfully achieve the business goals. A CHEF can turn basic ingredients into a great meal! An ORGANIZATION can turn basic technological components into a benefits-producing system! The Lightning Round • 5-7 minutes per person • Same order as matrix • Q&A afterwards Assemblies of God Ministers Benefit Association (Jim La Vallee) New master database Website redesign with more daily content changes On-line Enrollments On-line Contributions & Receipting System Assemblies of God Ministers Benefit Association (Jim La Vallee) Expand Contact Center to rest of A/G Financial Security Audit Next generation of statements Simplified Voice Response Unit Board of Pensions of the Presbyterian Church (U.S.A.) (Ed Driscoll) Strategic Initiatives Web Strategy Implementation / Internet-based Member Service Major MemberNet Enhancements (Workflow, CRM) Replace Imaging System and Media Update Disaster Recovery Plans and Evaluate Site Alternatives Tactical Initiatives Ensure HIPAA Security Compliance Implement New Telephony Services Upgrade Network.and Office Automation Capabilities Evaluate Alternative Anti-virus / SPAM Filtering Services The Board of Pensions of the Presbyterian Church (U.S.A.) Christian Brothers Services (Tom Drez) * Improve Customer Services * Improve Operational Efficiency & Effectiveness * Invest, Extract Value, Repeat Christian Brothers Services (Tom Drez) CBSportal simplify information & services access and delivery for all stake holders – “anything, anywhere, anyone, anytime!” Employee Education & Proficiency Business Continuity Planning Customer Relationship Management/Communication Online/Centralized Storage of Unstructured Information Infrastructure Improvements: upgrade data network, replace telephone system with VoIP system, fully implement blade center and storage area network (SAN) KPI Dashboards Laundry List: Anti-spam/virus, single signon, HIPAA, Secure msg center, EBP&P, Treo PDAs Church of the Brethren Benefit Trust (Eric Thompson) Upgrade pension reporting system Develop additional and online credit union services Review of health and credit union systems Hosting www.churchofthebrethrenanniversary.org Infrastructure Moving to Gigabit on all systems Upgrading to a new tape library system Church Pension Group – Episcopal Church USA (Clayton Crawley) Infrastructure Retrofit and Replacement Migration from Windows to Linux Servers VoIP to Field Offices and Off-Site Employees Retiring Mainframe Computer Re-Wiring Telecom and Server Rooms and Closets Company-Owned Hotsite Creation Church Pension Group – Episcopal Church USA (Clayton Crawley) Enterprise and Business Unit Projects Enterprise Content Management System Installation Completion of Common Reference Database (CRDB) for all Enterprise-wide Indicative Data New Transactional Systems Installation: Publishing Customer Relationship Management Software Implementation BCP/DR Review and Updating across Enterprise Lutheran Church – Missouri Synod (Bob Cushman) 2004 in Review Provided “Choice” of Health Plans Employer and Employee Level Choice Completed Lawson ERP System for Administration & Financials Finished Internally Developed Pension & Disability Administration System Implemented a Quoting Tool to Provide Rates Successfully tested Disaster Recovery plan Lutheran Church – Missouri Synod (Bob Cushman) Looking Ahead to 2005 Support New Business Initiatives in our Benefit Programs Install New Telephony Solution (call center) Convert Pension System to Towers Perrin Begin Developing Self-Service Capabilities Continue Security Efforts (HIPAA, Audit, etc.) Establish Key Metrics for I/T Ministers and Missionaries Benefit Board of the ABC (Bill Siener) Flexible Billing Module, including Direct Payments processing BICC System: Redesign of Distribution/Retirement Module Call Center: Retirement Process Improvement Module Implement Nortel PBX Voice System Implement Nortel Wireless (WI-FI) System Implement ACT 2005 server to support ACT client software Seventh-day Adventist Retirement Plans (Nancy Lamoreaux) 2004: Replaced all processing desktops with DELL hardware and XP operating systems Start document imaging 2005: Continue Document Imaging Project of all documents Replace Legacy DB Software with Web-based System for Update and Retrieval Seventh-day Adventist Retirement Plans-cont (Nancy Lamoreaux) Provide Choice of Health Care Coverage (SHARP) Improve Disaster Recovery and Business Continuity Plans-company owned hot sites Increase Website Self-Service for Retirees Improve management of DC plan by participants United Methodist Church General Board of Pension and Health Benefits (Sharon Maggi) Update Technology Strategy using external resources Continue to standardize WEB applications to .NET Implemented 24 x 7 Web availability Consolidation of Web servers, moving from 10 to 3 Review platforms to lower cost of ownership United Methodist Church General Board of Pension and Health Benefits (Sharon Maggi) Replace Legacy Benefit Payment System with OMNI ANNUITY Implement additional functionality for Plan Sponsors on the Web Implementing new products and services that require technology solutions such as: New pension plans with DC and DB components Redesigned voluntary DC plan Financial planning New health and welfare offerings YMCA Retirement Fund (Elliott Buchholz) 2003-04 In Review Completion of transition from legacy VAX environment to Windows platform Transition of all YMCAs to web-based two-way data sharing application Installation of Document Management System Installation of Workflow software and process Installation and cutover to new VoIP telephone system Implementation of Call Center software and reporting system Creation of a remote data center for improved Business Continuity capabilities Enhanced anti-virus/anti-spam capabilities YMCA Retirement Fund (Elliott Buchholz) Looking Ahead: 2004-05 With all of planned major technology initiatives completed, the IT focus for the current year will be: Measurement and improvement of Customer Service performance and efficiency through use of new technology Conversion of all paper files into the new Document Management System Identification and development of enhancements to Production system and Workflow product Optimization of Business Continuity plans through increased use of Remote Data Center Implementation of enhanced customer capabilities on web site Thank You! •Resources: This PowerPoint Presentation – MORE AFTER THIS Copies and CBA Website Members’ Section) Annual CBA IT Group Business & Technology Survey (Paper Copies and CBA Website Members’ Section) Church Benefits Association Website www.churchbenefitsassociation.org (Paper Evangelical Lutheran Church in America Board of Pensions (Steve Willems) 3 Year Infrastructure Plan (including disaster recovery site) Replacement of Legacy Benefits Administration System Record Keeping- Live – Outsourced to Mellon Enrollment & Eligibility - Live – Custom Developed – Next Release in March 2005 Billing & Receipting – Gathering Business Requirements and Examining Business Processes, Implementation in 2006 Retirement – Not Started .Net Framework Enterprise Reporting Electronic Document Management IS / Business Alignment GuideStone Financial Services of the SBC (Rick Hart) Insurance Application Replacement General Ledger Upgrade and Migration Investment Guidance/Advice Excessive Trading/Market Timing Name Change – Phase 2 (Implementation) Web Strategy and Design Web Implementation Marketing Prospect Function – Conceptual Design Health Savings/Reimbursement Account Implementation Medicare Part D – Implementation Qualified Plan Service Gaps Pension Boards United Church of Christ (Tom O’Neill) Migration of Health Claim Processing to Highmark Consolidate Annuity Choices With the Rollout of a LowVolatility Annuity Choice Introduce Document Imaging Workflow System Into the Accounts Payable Department Further Enhancements to Disaster Recovery Plan and Business Continuity Plan