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IT Roadmap Presentation to FCERA Board of Retirement

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IT Roadmap Presentation to FCERA Board of Retirement Barbara Scheffels, Retirement Practice Leader Akio Tagawa, Principal Linea Solutions, Inc. 4/15/2009 – PowerPoint PPT presentation

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Title: IT Roadmap Presentation to FCERA Board of Retirement


1
IT Roadmap Presentation to FCERA Board of
Retirement
  • Barbara Scheffels, Retirement Practice Leader
  • Akio Tagawa, Principal
  • Linea Solutions, Inc.
  • 4/15/2009

2
Agenda
  • Who we are / What we do
  • What we did
  • Findings / Recommendations
  • IT Initiatives
  • Timelines
  • Cost Estimates
  • What is todays agenda?

3
Who we are / What we do
  • Linea is a Los Angeles-based firm that was
    founded in 1999
  • We focus on IT and management consulting for
    defined benefit plans
  • Our work ranges from strategic consulting to
    procurement projects to implementation project
    management
  • We work on various types of software systems,
    including document management, pension admin
    systems, general ledger systems, etc.
  • What is Linea Solutions, Inc.?

4
Who we are / What we do
  • We have worked with 12 other 1937 Act retirement
    systems
  • We are independent we do not resell any software
  • We have consulted in virtually every kind of IT
    project for public retirement systems
  • What is Linea Solutions, Inc.?

ACERA CCCERA ICERS KCERA
OCERS MCERA (Marin) MCERA (Merced) SamCERA
SCERA SDCERA SJCERA VCERA
5
What we did
  • Linea Solutions, Inc. was selected to conduct a
    strategic assessment for FCERA
  • Assessment tried to understand feasibility of IT
    modernization
  • Looked at systems, infrastructure, people,
    budgets, future plans, needs, and data
  • Led to an IT Roadmap document
  • What is it that you did for FCERA?

6
Findings / Recommendations
  • IT costs with County ITSD are low, and service
    levels are good
  • One change being recommended move application
    servers in future to FCERA as dedicated servers
  • Create one additional full-time IT staff position
    at FCERA
  • Many processes in operations are manual. More
    automation is both possible and recommended.
    Replacement systems are recommended.
  • Member files need to be imaged.
  • What are some of the key things you would
    recommend to FCERA?

7
Key Initiatives
  • An initiative is basically like a project.
  • It is focused on a large scale objective.
  • The initiatives were split into two categories
  • Primary initiatives
  • Secondary initiatives
  • The only difference is a difference in relative
    criticality and scale. However, all are being
    recommended.
  • Other initiatives were considered but have been
    removed from recommendation for this report.
  • What initiatives are you recommending based on
    your assessment?

8
Key Initiatives
  • Primary Initiatives
  • New General Ledger Financial System
  • Replacement Pension Administration System
  • Electronic Document Management System
  • Disaster Recovery / Business Continuity Plan
  • Setup, Hiring and Training of Additional IT Staff
    Member
  • Secondary Initiatives
  • Case Management / Workflow Automation
  • Web Self-Service / Member Portal
  • Reporting system / Reporting tools initiative
  • What initiatives are you recommending based on
    your assessment?

9
Key Initiatives and Timing
  • Overview
  • Assumption is that they would begin in July 2009
  • Much of the work is centered around the schedule
    of a new Pension Administration System (PAS) to
    replace Pensions / Watson-Wyatt
  • Many activities would be running concurrently
    based on the Pension Administration System
    schedule
  • Activities span from July 2009 to June 2015
  • IT consultants will be necessary, or FCERA will
    run the risk of not being able to complete the
    initiatives successfully or in this time frame
  • When would these initiatives be implemented?
  • How long will they take?

10
Key Initiatives and Timing
  • When would these initiatives be implemented?
  • How long will they take?

11
Estimated Costs
  • How much will all of this cost?
  • Estimates were produced by phase and quarter and
    summarized in this table
  • These estimates are all-inclusive for one-time
    expenses, including
  • Estimates on software licenses, customization
  • Necessary hardware
  • Implementation services
  • They do not include ongoing costs of maintenance
  • Took account of FCERAs fiscal year of July 1 to
    June 30

12
Estimated Costs

One-time cost estimates FY 2010-2015
(Amounts in thousands of dollars) FY 2009-10 FY 2010-11 FY 2011-12 FY 2012-13 FY 2013-14 FY 2014-15 EST TOTALS
PRIMARY INITIATIVES             0
General Ledger 250 0 0 0 0 0 250
Pension Administration System 180 1020 1000 1250 400 0 3850
Electronic Document Management System 0 310 800 0 0 0 1110
Disaster Recovery / Business Continuity Plan 60 0 0 0 0 120 180
IT Staff Hiring (Cost of setting up position) 0 0 0 0 0 0 0
SUBTOTAL, PRIMARY INITIATIVES 490 1330 1800 1250 400 120 5390
   
SECONDARY INITIATIVES             0
Reporting System / Reporting Tools 0 0 32 15 60 0 107
Case Management / Workflow Automation 0 0 100 0 60 60 220
Web Self-Service / Member Portal 0 0 0 0 300 0 300
SUBTOTAL, SECONDARY INITIATIVES 0 0 132 15 420 60 627
   
TOTALS 490 1330 1932 1265 820 180 6017
  • How much will all of this cost?
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