Transcript Welcome CBA Information Technology Group

Information Technology
Group
Current Major Business/Technology
Initiatives
Church Benefits Association - 2005 Annual Meeting
“Clergy Financial Health” – Atlanta, GA
November 29, 2005
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.
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.
Assemblies of God
Ministers Benefit Association
(Jim La Vallee: [email protected])
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)
Assemblies of God
Ministers Benefit Association
(Jim La Vallee)




Expand Contact Center to rest of A/G Financial
(Dec. 17)
Security Audit (by May 2006)
Next generation of statements (completed Oct.
2005)
Simplified Voice Response Unit (want to add
Spanish too)
The Board of Pensions of the
Presbyterian Church (U.S.A.)
(Ed Driscoll: [email protected])
Strategic Initiatives




New Information Technology Five-Year Strategic Plan
Secure Web Services - Member Self-Service and Online Enrollment
Strategic Workflow Automation
Healthcare Plan Design - Medicare Part D
Tactical Initiatives




Financial and CRM System Upgrades
Network.and Office Automation Upgrades
Blade Server Technology Implementation
Evaluate Electronic Data Management – Offsite Hot Disk Back-up
The Board of Pensions of the Presbyterian Church (U.S.A.)
Christian Brothers Services
(Tom Drez: [email protected])
Improve Customer Services
Implement New Avaya IP-based Phone System -- multimedia contact center
 CRM System Enhancements – customer communications

Improve Operational Efficiency & Effectiveness
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
 Strive for “anything, anywhere, anyone, anytime”
 Develop Key Performance Indicator Dashboards by Functional Area
 Implement Health Care Claims Imaging/OCR System
 Collaborate with other single-site CB organizations to improve BCP

Church of the
Brethren Benefit Trust
(Eric Thompson: [email protected])
04-05 In Review
 New Management and responsibilities



New Database vendors for



Pension System (Trust Service Company)
Credit Union System (Bradford Scott’s ShareTec)
Major Upgrades for




IT has been merged in with the Finance department
This new merged department takes on a role of Information Systems Oversight
and Operations
Finance system (FLEXI International)
Web Server (Linux)
Antivirus system (Symantec)
Unified Backup system

Rolling 3 backup systems in to 1
Church of the
Brethren Benefit Trust







(Eric Thompson) Looking Forward
Replace our Avaya phone system with a VoIP solution
 Moving to powered Gigabit
 Replacement of the core switch
Developing a better IT inventory management system
Replace our CRM system, ACT with an upgrade, or new CRM
Look at options with outsourcing healthcare data or replacing
our current database
Updating the Disaster Prevention and Recovery Plan (ongoing)
Online PDF data collection forms for all customer service
departments
Upgrading Online Reports for Pension members and
Foundation clients
Church Pension Group –
Episcopal Church USA
(Clayton Crawley: [email protected])

Information Technology and Support Projects Underway
and Upcoming






Company-Owned Hotsite Creation and Testing
VoIP Telecom to Off-Site Employees
DR/BCP Planning and Testing
Move of Telecom and Server Room to new Location
Create Final Spokes on Unified Database Hub
Continue Migration to Unix, Linux, VMWare
Church Pension Group –
Episcopal Church USA
(Clayton Crawley)

Enterprise and Business Unit Projects Underway and
Upcoming





Continued Roll-out of Content Management Solution
Continued Roll-out of Document Generation
Implement Call Center Based on Oracle & Avaya Infrastructure
Implement Web-Based B2C Group Self Service
Marketing and Campaign Management
Evangelical Lutheran Church in
America Board of Pensions
(Steve Willems: [email protected])







Multi-Year Business-Driven IS Strategy
Replacement of Legacy Benefits Administration System
 Record Keeping – Complete - Outsourced to ACS (Mellon)
 Enrollment & Eligibility – Complete - Custom Developed .Net application
 Billing & Receipting – Implementing iMis solution from Advanced
Solutions International. Going live Q306.
 Annuity Payments – Looking to outsource during 2006.
.Net Framework / Web Services
Web Strategy / Implementation
Desktop Refresh / XP Rollout
CRM Visioning
Enterprise Reporting
GuideStone Financial Services
of the SBC
(Rick Hart: [email protected])








Investment Guidance/Advice
Excessive Trading/Market Timing
Update of Web and eStrategy
Marketing Prospect Function – Conceptual Design
Health Savings/Reimbursement Account Implementation
Medicare Part D – Implementation
Expanded Markets
Business Intelligence
Lutheran Church – Missouri Synod
(Bob Cushman: [email protected])
2005 in Review







Rolled out “The Church’s Plan”
 Began offering an optional 403(b) TSA
 Implemented the Retiree Medical Supplement
 Changed name to Concordia Plan Services – Your LCMS
Benefits Partner
Moved our retirement system to EDS
Completed HIPAA Security Regulations
Outsourced network security and monitoring
Installed new telephony system (call center)
Began tracking key IT metrics
Implemented unstructured content management system
Lutheran Church – Missouri Synod
(Bob Cushman)
Looking Ahead to 2006







Complete Strategic Planning
Support New Business Initiatives in our Benefit Programs
Redesign our Web site
Begin Developing Self-Service Capabilities
Identify and begin tracking benchmark data within Operations
Major upgrade of our Lawson ERP system
Redesign imaging to support record retention schedule
Ministers and Missionaries
Benefit Board of the ABC
(Bill Siener: [email protected])
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.
 Capital expenditures have enabled MMBB to operate on a 24 x 7 basis:
leveraging an integrated LAN/ WAN infrastructure
using application systems in conjunction with our Third Party Administrators
employing a Disaster Recovery Hot Site
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
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
Outsource State Tax Withholding to our Third Party Administrator
Implement a Nortel SSL VPN Gateway for remote access to complement the existing Nortel IPSEC VPN services required to support our TPAs
Enhancements to the ACT2005 server to support client software revisions (.Net)
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 a Nortel Voice over IP (VOIP) soft phones for Internet calls by remote users through
the Meridian 11C voice system
(Tom O’Neill: [email protected])








Marketing Focus - UCC Institutions
Expanded Insurance Benefit Offerings
Revamped Member Education Programs
Consolidation of Annuity Products
Office-Wide Imaging/Workflow Solutions
Internalize Core Website Functionality
DR/BCP – Work In Progress
Staff Empowerment
Seventh-day Adventist
Retirement Plans
(Nancy Lamoreaux: [email protected])
Current Initiatives
(Nancy Lamoreaux)





May 2004 started imaging all original DB service
records
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 processing software (in-house) – Delphi
and SQL – summer 2006
Rewrite accounting software (in-house) – Delphi and
SQL – fall 2006
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 longterm storage

6. Vendor burns compact disks with the images

7. Retirement loads all images onto its retrieval/storage
system
Caring For Those Who Serve
(Eileen Kane: [email protected])






Implementing new technology strategy and
enterprise architecture
Piloting single sign-on and portal technologies
Developing new reporting services solution
Continued server consolidation
Evaluating enterprise workflow and imaging solution
Evaluating health administration system replacement
Caring For Those Who Serve
(Eileen Kane)




Implemented SunGard’s Omni Annuity and DBEN
Implementing COBIT process maturity improvements
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:




New pension plans with DC and DB components – Due January 2007
Redesigned voluntary DC plan – Due January 2006
Financial planning and Life Stage Investment Services – Due January 2006
New health and welfare offerings – Ongoing
(Elliott Buchholz: [email protected])
2004-05 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
(Elliott Buchholz)
Looking Ahead: 2005-06




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)
Looking Ahead: 2005-06


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
Thank You!
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 630-378-2903 or [email protected]
3. Feel free to contact any group member using their eMail
address as listed on their slide(s).
Church Benefits Association Website
www.churchbenefitsassociation.org