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Information Technology Group Current Major BusinessTechnology Initiatives 3:30pm 5:00pm

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To provide an overview of some current major business and technology initiatives ... Re-Wiring Telecom and Server Rooms and Closets. Company-Owned Hotsite Creation ... – PowerPoint PPT presentation

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Title: Information Technology Group Current Major BusinessTechnology Initiatives 3:30pm 5:00pm


1
Information TechnologyGroupCurrent Major
Business/Technology Initiatives(330pm 500pm)
  • Church Benefits Association - 2004 Annual Meeting
  • San Antonio, TX
  • December 1, 2004

2
Our Goal Today To provide an overview of some
current major business and technology
initiatives/projects underway within our
organizations.
3
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!
4
  • The Lightning Round
  • 5-7 minutes per person
  • Same order as matrix
  • QA afterwards

5
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

6
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

7
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

8
Christian Brothers Services(Tom Drez)
  • Improve Customer Services
  • Improve Operational Efficiency Effectiveness
  • Invest, Extract Value, Repeat

9
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, EBPP, Treo PDAs

10
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

11
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

12
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

13
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

14
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

15
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

16
Seventh-day AdventistRetirement 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

17
Seventh-day AdventistRetirement 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

18
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

19
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

20
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

21
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

22
Thank You!
  • ResourcesThis PowerPoint Presentation MORE
    AFTER THIS (Paper 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

23
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

24
GuideStone Financial Servicesof 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

25
Pension Boards United Church of Christ(Tom
ONeill)
  • Migration of Health Claim Processing to Highmark
  • Consolidate Annuity Choices With the Rollout of a
    Low-Volatility Annuity Choice
  • Introduce Document Imaging Workflow System Into
    the Accounts Payable Department
  • Further Enhancements to Disaster Recovery Plan
    and Business Continuity Plan
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