Business Management System BMS and Business Entity System
Business Management System (BMS) and Business Entity System (BES) Project Status June 2005 Board Plenary Session Sally Waselik 1
Objective l Recap Progress to Date l l Business Management System (BMS) Business Entity System (BES) Next Steps Building our Business Framework for the Future IT Vision - “We Deliver Quality Solutions For Our Customers” 2
Progress to Date Major BMS Project Highlights Current System – IEEE Customer Service System (ICSS) ▪ Board approved project to upgrade environment in June 2004 – Completed Future System – IEEE Business Management System (BMS) to support membership and customer needs ▪ With support of the IT Strategy Committee (ITSC) – enabled the definition of the business requirements and solution selection ▪ ITSC and IOC approved progress to date ▪ ITSC shared financials with Fin. Com and received board approval for budget in November 2004 IT Vision - “We Deliver Quality Solutions For Our Customers” 3
Progress to Date Major BMS Project Highlights Strategic Architecture Solution - Siebel: - Signed a software license agreement with Siebel on 30 -Mar-2005 - This solution is highly scalable, large customer base using the software today - have demonstrated the ability to support multi-tier environments - is extensible for our current/future needs - Out of the box functionality to support integration is well thought out (supports interface to Oracle Financials, etc. ) - documentation/training is excellent- toolkit is quite efficient in handling configuration - is meta data driven to assist our design for the 360 degree view of our customer - Analytics engine will assist us with information access/ad hoc querying etc. - Can support our BES needs (corporations, universities, government, etc. ) IT Vision - “We Deliver Quality Solutions For Our Customers” 4
Next Steps Project Implementation - Initiated Discovery Phase. Started Monday, 09 -May-2005 – Complete Friday, 30 -Jun-2005. Discovery Phase - Enables us to confirm requirements scope, project plans and implementation costs ~ After completion of the Discovery Phase – we will be able to confirm the budget. Target – 1 st week of July 2005 - Initiate Implementation Phase - Mid July 2005. Be operational for the 2007 Renewal. Meeting with Joe Lillie Friday to discuss budget approval process if there are changes - Involvement with the Users has been key to ensure we have captured requirements and identified opportunities to simplify our business operations where they exist IT Vision - “We Deliver Quality Solutions For Our Customers” 5
Next Steps Key Opportunities under review to finalize Plan - Service Oriented Architecture (SOA) – Build reusable services - Business Analytics – Information Architecture - Sales Force Automation (SFA) - Business Entity System (BES) timing - Business and Rule Simplification - Concurrent users assessment/environment sizing - Isolate key costs and review - Vendor costs review/negotiation - Balance of use of IT resources - Best contract type with consulting partner IT Vision - “We Deliver Quality Solutions For Our Customers” 6
Building our Business Framework for the Future Key Capabilities - 360 degree view of IEEE members/customers - Increased Flexibility. Roles, permissions and titles. Member grade/Individual Type attributes, privileges, rules. Multiple item/product-type shopping cart capabilities. Promotion/pricing/revenue overrides and multiple campaign tracking options - Ease of Information Access. Ability to get the information you need quickly the way you need it. Real time access to information. Building our authoritative source of member/customer information. Use of analytics as a dashboard for any one’s tracking key indicators IT Vision - “We Deliver Quality Solutions For Our Customers” 7
Building our Operational Framework for the Future Key Capabilities - Strategic Technical Framework. Service Oriented Architecture (SOA) – Build reusable services – Design for future use. Increased end to end interoperability - Streamlined Operational Efficiency. Streamlined User Interface and work flow. Simplify our business processes and business rules. Integrated view of our operational environment IT Vision - “We Deliver Quality Solutions For Our Customers” 8
Progress to Date BMS Capital/Expense View 2005 2006 2007 2008 Total Capital Budget November 2004 3. 770 m 1. 120 m - 6. 010 m Expense Budget November 2004 . 655 m 1. 074 m 3. 666 m . 863 m IT Vision - “We Deliver Quality Solutions For Our Customers” 9
Progress to Date BES Capital/Expense View 2005 Capital Budget November 2004 . 557 m Expense Budget November 2004 . 161 m 2006 2007 Total. 557 m . 161 m IT Vision - “We Deliver Quality Solutions For Our Customers” 10 2008 . 161 m . 644 m
IT Vision - “We Deliver Quality Solutions For Our Customers” 11
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