1. 3rd Annual Plex/2E Worldwide Users Conference Page based on Title Slide from Slide Layout palette. Design is cacorp 2006. Title text for Title or Divider pages should be either 40 pt for short titles/28 pt for subtitles or 32 pts for longer titles/24 pt for subtitles. DATE text box is not on master and can be deleted. The date should always be 20 pts. 6A (session 6) A Modernization Strategy Is More Than Just About 'Technology' Lee Dare, Finzsoft Solutions Limited September 20, 2007

2. 2September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA Biography >Lee Dare >Finzsoft Solutions Limited >15 years 2e/Plex. Developing and managing teams.  Debt management  Application Processing  Core Banking. >Auckland, New Zealand., lee.dare@finzsoft.com or leedare@talk21.com lee.dare@finzsoft.comleedare@talk21.com >Other facts  Keen footy fan.

3. 3September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA Agenda >Overview of Finzsoft & Technical Evolution >Modernisation Scope and options for 2e users >Organisational Impact >2e Model Management/Maintenance  ‘Model Tidy’ Project  Automated Development Standards >Customer Impact >Where from here? Page based on Title and Text from Slide Layout palette. Design is cacorp 2006. ▪ Limited use of primary bullets

4. 4September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA Overview of Finzsoft >Established in 1987 >Created ‘Sovereign’ in 1992 >Listed on NZX >50+ staff, 45 Sites in 4 countries >Customers include  St George Bank  Nissan Finance  Volkswagen Financial Services Page based on Title and Text from Slide Layout palette. Design is cacorp 2006. ▪ Limited use of primary bullets

5. 5September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA Modernisation Drivers >Application looks old. >Fashion police and marketplace >Application size, higher maintenance costs >Reaction time >Less sales despite more marketing effort >Availability of skilled staff. System i (.NET?) >Opportunity to redesign and rethink direction Page based on Title and Text from Slide Layout palette. Design is cacorp 2006. ▪ Limited use of primary bullets

6. 6September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA Page based on Title and Text from Slide Layout palette. Design is cacorp 2006. ▪ Limited use of primary bullets Sovereign Database (DB2 – AS400) Core Business Rules (RPG – AS400) Client (5250 – AS400) FundingLendingProducts Cash Management Loan Origination Credit Scoring TellerMemos Legacy Reporting/PublishingTrend Analysis Imaging, Mail and EIS Conversion Real-time Interfaces Inbound Interfaces (Batch) Conversion Real-time Interfaces Publishing

7. 7September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA Page based on Title and Text from Slide Layout palette. Design is cacorp 2006. ▪ Limited use of primary bullets Older Client (5250 – AS400) Sovereign Database (DB2 – AS400) Core Business Rules (RPG – AS400) FundingLendingProducts Cash Management Loan Origination Credit Scoring TellerMemos Legacy Reporting/PublishingTrend Analysis Imaging, Mail and EIS Conversion Real-time Interfaces Inbound Interfaces (Batch) Conversion Real-time Interfaces Publishing PPSR Credit Bureau Services MotoCheck/ REVS Other. GL etc Securitisation Client (5250 – AS400) IVR NewLook GUI Rich Client Interface Global Workflow AUTHS Internet Banking

8. 8September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA Modernisation Scope >Determine Modernisation Scope/Goals  Architecture, Platform(s) and Software  Look ‘n’ Feel, Accessibility and localisation  Business goals  Timeline  Budget  Project resource  Phased or Big Bang Page based on Title and Text from Slide Layout palette. Design is cacorp 2006. ▪ Limited use of primary bullets

9. 9September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA Modernisation Scope >Investigate ALL technology options and candidly rate versus your modernisation goals >Up skill your development team >Involve your development team >No ‘Silver Bullet’ Page based on Title and Text from Slide Layout palette. Design is cacorp 2006. ▪ Limited use of primary bullets

10. 10September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA Modernisation Scope Page based on Title and Text from Slide Layout palette. Design is cacorp 2006. ▪ Limited use of primary bullets Just do it!

11. 11September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA Modernisation Options Page based on Title and Text from Slide Layout palette. Design is cacorp 2006. ▪ Limited use of primary bullets >2e to Plex utilising bridge >2e Backend – Own Java/.NET Client >RPG/RPGLE to 3GL (Java/.NET) >Web Option/Quickstep >Screen Scrapper (i.e. NewLook) >Rewrite application and client logic >Create your own generator? >Any combination of the above or others

12. 12September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA ORGANISATION STRUCTURE (PODS) MODEL TIDY ** BUSINESS OBJECT COMPONENTS NIGHTLY BUILDS AUTOMATED TESTING SOVEREIGN TIDY PLATFORM NEUTRAL DEVELOPMENT FUNCTION PRIMITIVES DATABASE SCALABILITY IDE TARGET FRAMEWORK CHANGE MANAGEMENT SDLC DEVELOPMENT STANDARDS AUTOMATED STANDARDS TECHNOLOGY STRATEGY MODERNISATION/MIGRATION

13. 13September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA Hybrid Developers >2e/business experts >New technology expert  Framework and technical patterns  Standards >Identify appropriate developers  Technical and conceptual differences  Accept, then manage resistance to change >Avoid technology focused teams  Jealousy and division  Business expertise v technology Page based on Title and Text from Slide Layout palette. Design is cacorp 2006. ▪ Limited use of primary bullets

14. 14September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA P.O.D.S People Orientated Development Strategy >What are P.O.D.S.  Centralised development ownership –Design, development & quality assurance  Technology agnostic  Portability and scalability –Reusable building blocks (Lego) –Create and deprecate as priorities/projects dictate –Remote development teams  Business solutions focused  Organisation role awareness/appreciation Page based on Title and Text from Slide Layout palette. Design is cacorp 2006. ▪ Limited use of primary bullets

15. 15September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA 2e Model Management/Maintenance >Review current model  Easier to port/migrate a clean application  Easier to ‘Fix Up’ issues in current model  Rebuild entire application –Files & access paths –Functions  Tidy up your model Page based on Title and Text from Slide Layout palette. Design is cacorp 2006. ▪ Limited use of primary bullets

16. 16September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA UNUSED INT/EXT FUNCTIONS FUNCTION TIDY (Iterative) DEVELOPMENT STANDARDS UNUSED FILES & LOGICALS FOOTPRINT CONSOLIDATION REVIEW USER SOURCE/PROGRAM DEPRECATION SYNON 8.1.1.1 or now 8.1.2 PRIMITIVES SOURCE MODIFIERS TRIGGER REPLACEMENT SCOPING ENTITIES RETRO FIT FUNCTION NAMING STDS MODEL CORRUPTION YCHKMDL YCHKDTAMDL YCHKFUNACT NIGHTLY BUILDS SQL RPG ILE IMPACT *TEMPLATES MODEL TIDY

17. 17September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA Automated Development Standards >Review an entire model periodically >Common programming standards  Performance  Coding mistakes  Naming standards  Program interfaces  Style  Best practices >Allow for exceptions Page based on Title and Text from Slide Layout palette. Design is cacorp 2006. ▪ Limited use of primary bullets

18. 18September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA Customer Impact >Some customers don’t want a GUI  Training  Familiarity and trust with existing system  Hardware costs >Some may view as opportunity to review competitors offerings  Ensure your solution and roadmap has everything required to compete Page based on Title and Text from Slide Layout palette. Design is cacorp 2006. ▪ Limited use of primary bullets

19. 19September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA Internal Impact >Supporting a distributed platform  Staff Training (Product/Operations/Support)  Issue Tracking. Simplifying screen issues >Platform independent testing/compatibility  Balancing, Load and Functional Testing  More benchmarking >New technologies/databases.  DDL/DDS or CHAIN/SELECT  Target environment DBA’s  Environment management Page based on Title and Text from Slide Layout palette. Design is cacorp 2006. ▪ Limited use of primary bullets

20. 20September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA Finzsoft Solutions >Automate standards >Complete ‘Model Tidy’ >Nightly build >Complete modernisation project >Network and exchange ideas Where to from here? Page based on Title Only from Slide Layout palette. Design is cacorp 2006. You >Review your processes >Shape your team >Investigate all options >Complete modernisation project >Network and exchange ideas

21. 21September 20, 2007 A Modernization Strategy Is More Than Just About 'Technology' Copyright © 2007 CA Q&A Page based on Title and Text from Slide Layout palette. Design is cacorp 2006. ▪ Limited use of primary bullets ?