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Information Technology Group Current Major Business/Technology Initiatives (3:30pm – 5:00pm)

Information Technology Group Current Major Business/Technology Initiatives (3:30pm – 5:00pm). Church Benefits Association - 2004 Annual Meeting San Antonio, TX December 1, 2004.

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Information Technology Group Current Major Business/Technology Initiatives (3:30pm – 5:00pm)

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  1. Information TechnologyGroupCurrent Major Business/Technology Initiatives(3:30pm – 5:00pm) 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 • Q&A afterwards

  5. Assemblies of GodMinisters 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 GodMinisters 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. The Board of Pensions of the Presbyterian Church (U.S.A.) 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, EBP&P, 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) • 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 2004 in Review

  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! • Resources:This 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 O’Neill) • 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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