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Information Technology Group Current Major Business/Technology Initiatives Church Benefits Association - 2005 Annual Meeting “Clergy Financial Health”

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Presentation on theme: "Information Technology Group Current Major Business/Technology Initiatives Church Benefits Association - 2005 Annual Meeting “Clergy Financial Health”"— Presentation transcript:

1 Information Technology Group Current Major Business/Technology Initiatives Church Benefits Association Annual Meeting “Clergy Financial Health” – Atlanta, GA November 29, 2005

2 Purpose The purpose of the IT Group is to leverage our business and technology experience and knowledge to better support the missions of our organizations. This session is a forum for sharing ideas and information pertaining to current initiatives, discussing and evaluating technological trends and innovations that can add value, and soliciting outside experience to further augment our knowledge in new and emerging technologies relevant to our operations.

3 Our Goal * To provide an overview of some current, major business and technology initiatives/projects underway within our organizations. * Note that Information Technology is merely an enabler to successfully achieving the business goals.

4 Assemblies of God Ministers Benefit Association (Jim La Vallee: New master database (SalesForce.com – Dec. 17) Website redesign with more daily content changes (On-going) On-line Enrollments (Phase I of II completed) On-line Contributions & Receipting System (early 2006)

5 Assemblies of God Ministers Benefit Association (Jim La Vallee) Expand Contact Center to rest of A/G Financial (Dec. 17) Expand Contact Center to rest of A/G Financial (Dec. 17) Security Audit (by May 2006) Security Audit (by May 2006) Next generation of statements (completed Oct. 2005) Next generation of statements (completed Oct. 2005) Simplified Voice Response Unit (want to add Spanish too) Simplified Voice Response Unit (want to add Spanish too)

6 The Board of Pensions of the Presbyterian Church (U.S.A.) (Ed Driscoll: Strategic Initiatives New Information Technology Five-Year Strategic Plan New Information Technology Five-Year Strategic Plan Secure Web Services - Member Self-Service and Online Enrollment Secure Web Services - Member Self-Service and Online Enrollment Strategic Workflow Automation Strategic Workflow Automation Healthcare Plan Design - Medicare Part D Healthcare Plan Design - Medicare Part D Tactical Initiatives Financial and CRM System Upgrades Financial and CRM System Upgrades Network.and Office Automation Upgrades Network.and Office Automation Upgrades Blade Server Technology Implementation Blade Server Technology Implementation Evaluate Electronic Data Management – Offsite Hot Disk Back-up Evaluate Electronic Data Management – Offsite Hot Disk Back-up The Board of Pensions of the Presbyterian Church (U.S.A.)

7 Christian Brothers Services (Tom Drez: Improve Customer Services Implement New Avaya IP-based Phone System -- multimedia contact center Implement New Avaya IP-based Phone System -- multimedia contact center CRM System Enhancements – customer communications CRM System Enhancements – customer communications Improve Operational Efficiency & Effectiveness Implement New Avaya IP-based Phone System Implement New Avaya IP-based Phone System -- full voice mobility, improved BCP options -- new data network infrastructure to support VoIP Systems Security Initiative -- strive for single signon Systems Security Initiative -- strive for single signon Strive for “anything, anywhere, anyone, anytime” Strive for “anything, anywhere, anyone, anytime” Develop Key Performance Indicator Dashboards by Functional Area Develop Key Performance Indicator Dashboards by Functional Area Implement Health Care Claims Imaging/OCR System Implement Health Care Claims Imaging/OCR System Collaborate with other single-site CB organizations to improve BCP Collaborate with other single-site CB organizations to improve BCP

8 Church of the Brethren Benefit Trust (Eric Thompson: In Review New Management and responsibilities New Management and responsibilities IT has been merged in with the Finance department IT has been merged in with the Finance department This new merged department takes on a role of Information Systems Oversight and Operations This new merged department takes on a role of Information Systems Oversight and Operations New Database vendors for New Database vendors for Pension System (Trust Service Company) Pension System (Trust Service Company) Credit Union System (Bradford Scott’s ShareTec) Credit Union System (Bradford Scott’s ShareTec) Major Upgrades for Major Upgrades for Finance system (FLEXI International) Finance system (FLEXI International) Web Server (Linux) Web Server (Linux) Antivirus system (Symantec) Antivirus system (Symantec) Unified Backup system Unified Backup system Rolling 3 backup systems in to 1 Rolling 3 backup systems in to 1

9 Church of the Brethren Benefit Trust (Eric Thompson) Looking Forward Replace our Avaya phone system with a VoIP solution Replace our Avaya phone system with a VoIP solution Moving to powered Gigabit Moving to powered Gigabit Replacement of the core switch Replacement of the core switch Developing a better IT inventory management system Developing a better IT inventory management system Replace our CRM system, ACT with an upgrade, or new CRM Replace our CRM system, ACT with an upgrade, or new CRM Look at options with outsourcing healthcare data or replacing our current database Look at options with outsourcing healthcare data or replacing our current database Updating the Disaster Prevention and Recovery Plan (ongoing) Updating the Disaster Prevention and Recovery Plan (ongoing) Online PDF data collection forms for all customer service departments Online PDF data collection forms for all customer service departments Upgrading Online Reports for Pension members and Foundation clients Upgrading Online Reports for Pension members and Foundation clients

10 Church Pension Group – Episcopal Church USA (Clayton Crawley: Information Technology and Support Projects Underway and Upcoming Information Technology and Support Projects Underway and Upcoming Company-Owned Hotsite Creation and Testing Company-Owned Hotsite Creation and Testing VoIP Telecom to Off-Site Employees VoIP Telecom to Off-Site Employees DR/BCP Planning and Testing DR/BCP Planning and Testing Move of Telecom and Server Room to new Location Move of Telecom and Server Room to new Location Create Final Spokes on Unified Database Hub Create Final Spokes on Unified Database Hub Continue Migration to Unix, Linux, VMWare Continue Migration to Unix, Linux, VMWare

11 Church Pension Group – Episcopal Church USA (Clayton Crawley) Enterprise and Business Unit Projects Underway and Upcoming Enterprise and Business Unit Projects Underway and Upcoming Continued Roll-out of Content Management Solution Continued Roll-out of Content Management Solution Continued Roll-out of Document Generation Continued Roll-out of Document Generation Implement Call Center Based on Oracle & Avaya Infrastructure Implement Call Center Based on Oracle & Avaya Infrastructure Implement Web-Based B2C Group Self Service Implement Web-Based B2C Group Self Service Marketing and Campaign Management Marketing and Campaign Management

12 Evangelical Lutheran Church in America Board of Pensions (Steve Willems: Multi-Year Business-Driven IS Strategy Multi-Year Business-Driven IS Strategy Replacement of Legacy Benefits Administration System Replacement of Legacy Benefits Administration System Record Keeping – Complete - Outsourced to ACS (Mellon) Record Keeping – Complete - Outsourced to ACS (Mellon) Enrollment & Eligibility – Complete - Custom Developed.Net application Enrollment & Eligibility – Complete - Custom Developed.Net application Billing & Receipting – Implementing iMis solution from Advanced Solutions International. Going live Q306. Billing & Receipting – Implementing iMis solution from Advanced Solutions International. Going live Q306. Annuity Payments – Looking to outsource during Annuity Payments – Looking to outsource during Net Framework / Web Services.Net Framework / Web Services Web Strategy / Implementation Web Strategy / Implementation Desktop Refresh / XP Rollout Desktop Refresh / XP Rollout CRM Visioning CRM Visioning Enterprise Reporting Enterprise Reporting

13 Investment Guidance/Advice Investment Guidance/Advice Excessive Trading/Market Timing Excessive Trading/Market Timing Update of Web and eStrategy Update of Web and eStrategy Marketing Prospect Function – Conceptual Design Marketing Prospect Function – Conceptual Design Health Savings/Reimbursement Account Implementation Health Savings/Reimbursement Account Implementation Medicare Part D – Implementation Medicare Part D – Implementation Expanded Markets Expanded Markets Business Intelligence Business Intelligence GuideStone Financial Services of the SBC (Rick Hart:

14 Lutheran Church – Missouri Synod (Bob Cushman: Rolled out “The Church’s Plan” Rolled out “The Church’s Plan” Began offering an optional 403(b) TSA Began offering an optional 403(b) TSA Implemented the Retiree Medical Supplement Implemented the Retiree Medical Supplement Changed name to Concordia Plan Services – Your LCMS Benefits Partner Changed name to Concordia Plan Services – Your LCMS Benefits Partner Moved our retirement system to EDS Moved our retirement system to EDS Completed HIPAA Security Regulations Completed HIPAA Security Regulations Outsourced network security and monitoring Outsourced network security and monitoring Installed new telephony system (call center) Installed new telephony system (call center) Began tracking key IT metrics Began tracking key IT metrics Implemented unstructured content management system Implemented unstructured content management system 2005 in Review

15 Lutheran Church – Missouri Synod (Bob Cushman) Complete Strategic Planning Complete Strategic Planning Support New Business Initiatives in our Benefit Programs Support New Business Initiatives in our Benefit Programs Redesign our Web site Redesign our Web site Begin Developing Self-Service Capabilities Begin Developing Self-Service Capabilities Identify and begin tracking benchmark data within Operations Identify and begin tracking benchmark data within Operations Major upgrade of our Lawson ERP system Major upgrade of our Lawson ERP system Redesign imaging to support record retention schedule Redesign imaging to support record retention schedule Looking Ahead to 2006

16 Ministers and Missionaries Benefit Board of the ABC (Bill Siener: Executive Summary 80% reduction in capital expenditures over the past six years, with continued achievement in the Cost Management component of the MMBB Balanced Scorecard. 80% reduction in capital expenditures over the past six years, with continued achievement in the Cost Management component of the MMBB Balanced Scorecard. Capital expenditures have enabled MMBB to operate on a 24 x 7 basis: Capital expenditures have enabled MMBB to operate on a 24 x 7 basis: leveraging an integrated LAN/ WAN infrastructure leveraging an integrated LAN/ WAN infrastructure using application systems in conjunction with our Third Party Administrators using application systems in conjunction with our Third Party Administrators employing a Disaster Recovery Hot Site employing a Disaster Recovery Hot Site

17 Ministers and Missionaries Benefit Board of the ABC (Bill Siener) 2006 Business Plan Revise the architecture for the ABC Retirement Plans to support generic plans with multiple % premium contributions Revise the architecture for the ABC Retirement Plans to support generic plans with multiple % premium contributions Development of a Data Integrity Model, resulting in the redesign of the Member and Employer Data Base structures Development of a Data Integrity Model, resulting in the redesign of the Member and Employer Data Base structures Implement the final 403 (b) Roth IRA Plan regulations Implement the final 403 (b) Roth IRA Plan regulations Outsource State Tax Withholding to our Third Party Administrator Outsource State Tax Withholding to our Third Party Administrator Implement a Nortel SSL VPN Gateway for remote access to complement the existing Nortel IP- SEC VPN services required to support our TPAs Implement a Nortel SSL VPN Gateway for remote access to complement the existing Nortel IP- SEC VPN services required to support our TPAs Enhancements to the ACT2005 server to support client software revisions (.Net) Enhancements to the ACT2005 server to support client software revisions (.Net) Upgrade of the LAN/WAN infrastructure with the implementation of Blade servers Upgrade of the LAN/WAN infrastructure with the implementation of Blade servers Implement an Internet IP-based Video Conferencing capability in support of MMBB off-site or Affiliate Plan meetings Implement an Internet IP-based Video Conferencing capability in support of MMBB off-site or Affiliate Plan meetings Implement a Nortel Voice over IP (VOIP) soft phones for Internet calls by remote users through the Meridian 11C voice system Implement a Nortel Voice over IP (VOIP) soft phones for Internet calls by remote users through the Meridian 11C voice system

18 (Tom O’Neill: Marketing Focus - UCC Institutions Marketing Focus - UCC Institutions Expanded Insurance Benefit Offerings Expanded Insurance Benefit Offerings Revamped Member Education Programs Revamped Member Education Programs Consolidation of Annuity Products Consolidation of Annuity Products Office-Wide Imaging/Workflow Solutions Office-Wide Imaging/Workflow Solutions Internalize Core Website Functionality Internalize Core Website Functionality DR/BCP – Work In Progress DR/BCP – Work In Progress Staff Empowerment Staff Empowerment

19 Seventh-day Adventist Retirement Plans (Nancy Lamoreaux:

20 Current Initiatives (Nancy Lamoreaux) May 2004 started imaging all original DB service records May 2004 started imaging all original DB service records New Retiree Benefit Payment software (in-house) – Delphi and SQL - January 2006 New Retiree Benefit Payment software (in-house) – Delphi and SQL - January 2006 Rewrite DB service record collector (field) in.NET environment – summer 2006 Rewrite DB service record collector (field) in.NET environment – summer 2006 Rewrite DB processing software (in-house) – Delphi and SQL – summer 2006 Rewrite DB processing software (in-house) – Delphi and SQL – summer 2006 Rewrite accounting software (in-house) – Delphi and SQL – fall 2006 Rewrite accounting software (in-house) – Delphi and SQL – fall 2006

21 DB Service Record Imaging (Nancy Lamoreaux) 1. Employer remains custodian of the original document and continues to send that document to a new employer. 2. Employer photocopies all hard copies of original service records 3. Employer ships photocopies of service records to our imaging vendor 4. Vendor scans all documents 5. Copies are shipped to an off-site storage facility for long- term storage 6. Vendor burns compact disks with the images 7. Retirement loads all images onto its retrieval/storage system

22 Implementing new technology strategy and enterprise architecture Implementing new technology strategy and enterprise architecture Piloting single sign-on and portal technologies Piloting single sign-on and portal technologies Developing new reporting services solution Developing new reporting services solution Continued server consolidation Continued server consolidation Evaluating enterprise workflow and imaging solution Evaluating enterprise workflow and imaging solution Evaluating health administration system replacement Evaluating health administration system replacement Caring For Those Who Serve (Eileen Kane:

23 Implemented SunGard’s Omni Annuity and DBEN Implemented SunGard’s Omni Annuity and DBEN Implementing COBIT process maturity improvements Implementing COBIT process maturity improvements Implementing a new administration tool to deliver improved functionality to Plan Sponsors via the Web Implementing a new administration tool to deliver improved functionality to Plan Sponsors via the Web Implementing new products and services that require technology solutions such as: Implementing new products and services that require technology solutions such as: New pension plans with DC and DB components – Due January 2007 New pension plans with DC and DB components – Due January 2007 Redesigned voluntary DC plan – Due January 2006 Redesigned voluntary DC plan – Due January 2006 Financial planning and Life Stage Investment Services – Due January 2006 Financial planning and Life Stage Investment Services – Due January 2006 New health and welfare offerings – Ongoing New health and welfare offerings – Ongoing Caring For Those Who Serve (Eileen Kane)

24 (Elliott Buchholz: In Review The focus of the past year has been stabilization and enhancement of the many new applications and services implemented in the prior year. Heavy focus on measuring and improving quality of customer service Continued push to convert all physical folders into document imaging Implementation of Customer Contact software to track and measure customer contact reasons Conversion from Checkpoint VPN to Netscreen

25 Looking Ahead: Conversion of retirement management system to.Net Applications to support new product: Health Savings Acocunts (HSA). Web-based application for YMCAs to provide contribution information. Applications to support new Pension Fund feature: Loans from tax-deferred (403-B) accounts. Updates to production systems to support numerous plan changes (Elliott Buchholz)

26 Looking Ahead: Implementation of US Postal Service approved address validation software at point of entry Addition of many self-service features on our web site Personal information updating Withdrawal process initiation Enhanced annuity calculator (Elliott Buchholz)

27 Thank You! Church Benefits Association Website Resources: 1. CBA IT Group Section of CBA Website (this PowerPoint presentation, the annual Business & Technology Survey, and more) 2. Contact the CBA IT Group via Tom Drez, Christian Brothers Services at or 3. Feel free to contact any group member using their address as listed on their slide(s). Resources: 1. CBA IT Group Section of CBA Website (this PowerPoint presentation, the annual Business & Technology Survey, and more) 2. Contact the CBA IT Group via Tom Drez, Christian Brothers Services at or 3. Feel free to contact any group member using their address as listed on their slide(s).


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