Business Management System (BMS) and Business Entity System (BES) Project Status

1
Business Management System (BMS) and Business
Entity System (BES)Project Status

• 23-Sep-2005 ITSC Update
• Sally Waselik

2
Objective

• Current Project Status
• Financial View
• Next Steps

3
Current Project Status
Vendor Contract Signed

• Signed Statement of Work with Capgemini -
  02-Sep-2005
• Initiated Implementation Phase -
  06-Sep-2005
• 39 week project Target July 2006
• On schedule/On budget Design underway to
  confirm scope
• Define scope and deployment approach
  02-Nov-2005
• Need support to balance IEEE Major
  Actions/projects to ensure focus on BMS tasks and
  deliverables
• Arthur Winston attended MC meeting on 8
  September where Sally Waselik provided a
  comprehensive status report on the project to
  upgrade IEEE's primary business systems (BMS)
• Key points he will highlighting in a communique
  shortly
• As you are aware, this is a high impact project
  and is critically important to the future of the
  IEEE Over 50 staff will be involved in this
  effort, and there is considerable work that has
  to be done by these staff members to ensure the
  completion of the BMS project on time
• He wants to encourage you a) to be sensitive to
  the possibility that there could be some delays
  in completion of Major Actions currently ongoing
  as staff involved in BMS balance their
  priorities, and b) to temporarily refrain from
  requesting staff involved in the BMS work to take
  on any significant new project.

4
Current Project Status
Impact of Oracle buying Siebel

• On 19-Sep-2005 Oracle announced their purchase
  of Siebel
• IEEE has had a long standing relationship with
  Oracle for our database system and backend
  financial infrastructure
• Siebel is the leader in customer relationship
  management (CRM) best practices and software
  solutions
• We have been working with them for over 7 months
  to outline plans for our new Business Management
  System that is scheduled to launch in mid 2006.
  

5
Current Project Status
Impact of Oracle buying Siebel

• With Oracle providing our backend infrastructure
  and Siebel the front-end customer interface
  working together as one company, we expect the
  interoperability of our entire system will be
  preserved and strengthened
• I have received a letter from Siebel CEO George
  T. Sheehan assuring IEEE that Oracle and Siebel
  are committed to supporting and protecting our
  investment in Seibel applications
• We will work closely with them to understand
  their roadmap - I am confident they will continue
  to provide us with the best overall technology
  solutions.

6
Financial View
Impact of Oracle buying Siebel

• Currently tracking on Budget
• Calibration point is built into our Statement of
  Work (SOW) towards end of Design Phase
  (02-Nov-2005) to potentially reduce the
  Implementation Hours Estimate, confirm scope and
  deployment approach
• Some challenges Training appears we can
  mitigate

7
Next Steps
Key Milestones
Provide monthly updates to ITSC and FinCom ONGOING Checkpoint on scope for Deployment November - ITSC call to review prior to November Board Series - Share the Plan/Scope/Budget at November Board Series
8
Thank you!