Transcript AICPA/CIMA IT Overview

AICPA/CIMA IT Overview
Information Technology Overview
Organizational Structure
Organizational Overview & Purpose
AICPA Information Technology Organization
IT Functional,
Operational &
Organizational
Review
IT Software Delivery
Business
Solutions
Project
Management
Office
Software
Development
American Institute of CPAs
Software
Support
Business
Intelligence
IT Strategy &
Operational
Effectiveness
Quality
Assurance &
IT Compliance
IT Operations
IT
Infrastructure
Technical
Support &
Service
AICPA IT Core Purpose
IT Software Delivery
• Enhance business capabilities through the design, development
& support of software solutions
• Promote member and customer satisfaction through the delivery
of external technology and back-end solutions
• Drive growth through advanced business intelligence
IT Operations
• Provide AICPA staff with cost-effective, leading edge technology
• Deliver timely and effective technology support to increase
efficiency & user capabilities
• Maximize uptime through the procurement, monitoring, and
maintenance of technology systems
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IT Software Delivery
Structure, Functions & Process
Team Structure
David Campbell
Director – Software Delivery
Vijay Srinivasan
Tom Petruccione
Sr. Manager – Business
Solutions
American Institute of CPAs
Sr. Manager – IT Operations
Alpesh Pandya
Manager – Software
Development
Sudip Das
Manager – Software Support
Software Delivery Functions
Business Solutions
• Serves as a partner to business owners
• Designs technology solutions to business problems
Project Management Office
• Executes methodology to develop and manage project plans
• Facilitates hand-offs between IT resources within project
Software Development
• Develops technology solutions
Software Support
• Ensures technology solutions continue to meet business needs
through ongoing support
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Software Delivery Process
Business
Solutions
Project
Management
Office
American Institute of CPAs
Software
Development
Software
Support
IT Roadmap
Objectives, Approach & Timeline
Why are we doing this?
Current ERP/CRM systems in use since 2003
• Requires heavy modification to meet current business needs
- Inflexibility
- High cost of modification
Advancements in technology since implementation
of business systems
• Recent maturation of technology specific to Association market
Evolution of AICPA’s business needs
• Need for increased global presence
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Project Objectives
Understand future vision from business, assess
gaps, challenges, and limitations to identify the right
solutions to support Customer Relationship
Management, Human Resources, Financials and
Business Intelligence
Develop a ten-year technology roadmap to provide a
sustainable, nimble and scalable platform to
promote ease of future growth
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Expected Benefit
Reduced human capital expenditures through
increased member/employee self-service
functionality
Increased revenue opportunities through increased
marketing accuracy:
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Better understanding of members
Targeted and focused marketing
Better targeted publications
More cross-sell opportunities
Reduced IT maintenance and development costs
with improved flexibility
Increased ease of integration
American Institute of CPAs
Areas of Focus
CRM
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Member Services
Events & Conferences
Member Value
Specialized Communities
CPE
CPA2Biz
Publications
Online Communications
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Finance
Human Resources
Business Intelligence
Integration (Middleware)
Current State / Transformation
Recommendation
Neutral consulting company performing roadmap assessment
Functional and Technical analysis of current state shows continued
investments in IT systems because of rigid framework
Recommendation for Transformational Program vs. Incremental
Initiatives
Technical vs. Functional Adequacy
Recommendation
5.0
19
26
Strategic
2
4.0
14
Functional Adequacy
1
16
28 18
10
17
27
Long Term
33 12
3.0
5
20 11
30
34
6
21
2.0
9
35
32
1331
15
3
4
7
29
Short Term
1.0
Inadequate
8
22
0.0
25
24
0.0
1.0
2.0
23
3.0
Technical Adequacy
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4.0
5.0
Roadmap Process
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Example Software Methodology (CRM)
Initial recommendations based on Gartner, Forrester, and
Accenture research
Market Survey
21 Vendors
Categorization into Enterprise, Mid-Market, or SMB and
Specialty Tools
Elimination based on company information, financial
viability, and AICPA Workshop sessions
Development of scoring criteria based on
functional and technical requirements
Down-select to Aptify and another vendor
for demonstrations based on scoring
criteria
6 Vendors
Demonstrations
2 Vendors
Prioritize based on vendor
demonstrations, technology review
and TCO
Recommend top vendor
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Final Recommendation
1 Vendor
Conclusions
CRM
HR
Finance
BI
OBIEE
Integration
Oracle SOA
(new version)
Solution is more than just software products:
• Change business processes to adapt to new technology
• Must work closely with C2B to realize benefits
• Integrate e-commerce engine and other technology areas to reduce exceptions
that turn into calls
• Integrate pricing processes to synchronize data
American Institute of CPAs
Implementation Timeline
American Institute of CPAs
IT Operations Function
Structure, Support & Architecture
Team Structure
Ranny Dey
Director, IT Operations
Lulu Mullaney
Louis Henderson
John Buhrmann
Operations Project Manager
Sr. Manager – IT Operations
Manager – IT Operations
IT Service Center
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Vendor Relations
Systems, Network
& Telecom
Applications Support
112 websites
Fileserver in each office
Exchange server
SharePoint Application
Total data volume 24 Terabyte of SAN
IT Support by self-service or phone call
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Network Architecture
1455 Pennsylvania Ave NW,
Washington DC
Customer Router must
support Frame Relay with
Customer
Intergrated Routing &
Router
Bridging (IRB)
INTERNET
220 Leigh Farm Road, Durham NC (HQ)
1xDS3
15Mbps HSIP on DS3
1xT1
1xDS3
1xDS3
DS1 Interworking
EVPN VC
Customer
Router
DS1 Interworking
EVPN VC
1xT1
Customer
Router
Fast-E, non-Trunked
10 Mbps EVPN VC
1211 Ave of the Americas NYC
Customer
Router
1720 Lake Point Drive Lewisville TX
Customer Router must
support Frame Relay with
Intergrated Routing &
Bridging (IRB)
MEA
(WU598)
Customer
Router
Level (3)
EVPN
Network
Bridge
5Mbps HSIP on DS3
4 Mbps
EVPN VC
MEA
(WU580)
Customer
Router
Fast-E, non-Trunked
3xT1
WASHDC5L
DS1 Interworking
EVPN VC
5 Mbps EVPN VC
201 Plaza 3 Harborside Financial;
Jersey City NJ
1230 Parkway Ave Ewing NJ
Customer Router must
support Frame Relay with
Intergrated Routing &
Bridging (IRB)
Customer
Router
1xT1
4xT1
MEA
(WU580)
Fast-E, non-Trunked
Notes:
- This solution provides any-to-any reachability through the EVPN Bridge point. Communications between any 2 sites will traverse this Bridge.
- A single VLAN will be provided. Fast-E handoffs through Managed Ethernet Access (MEA) devices will be non-trunked.
- For 1xT1 locations, customer’s router must support Frame Relay with RFC 1490 Bridged (IRB) encapsulation.
- The final address for the Durham HQ location needs to be verified as this is a new building. Final access price is pending this verification.
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Customer
Router
Telecom Architecture
PSTN
Durham
8 Verizon Pri’s
Inbound calls to remote
Outbound call from remote
1. Routes in the PBX for
extension 6000 and 6001
point to the PRI trunk
connected to the Cisco Voice
Gateway.
2. A VOIP dial-peer statement
in the Cisco router matches
the extension and sends the
call to the far end router
which in turn hands it off to
the local PBX.
1. Routes in remote PBX point all
calls to local Voice gateway pri.
2.Router receives the digits from
PBX and determines which remote
site/router to send to based on dialpeer extension list. If “outbound”
it defaults to Durham.
3. In durham “outbound” call
defaults to the PBX and facilitated
by the POTS dial-peer.
PSTN
NJ
6000
5000
PBX
dial-peer voice 5 pots
port 0/0/0:23
forward-digits all
dial-peer voice 10 voip
destination-pattern 500[0-1]
session target
ipv4:172.16.22.11
dial-peer voice 10 voip
destination-pattern 600[0-1]
session target ipv4:172.16.0.10
S0/0/0:23
PRI
PBX
6001
5001
Inter office
4 Digit Dialing
8 Verizon Pri’s
Inter office
4 Digit Dialing
dial-peer voice 20 voip
destination-pattern 700[0-1]
session target ipv4:172.16.x.x
dial-peer voice 20 voip
destination-pattern 700[0-1]
session target ipv4:172.16.x.x
dial-peer voice 30 voip
destination-pattern 800[0-1]
session target ipv4:172.16.x.x
dial-peer voice 30 voip
destination-pattern 800[0-1]
session target ipv4:172.16.x.x
S0/0/0:23
PRI
Level3
Cloud
172.16.0.10
172.16.22.11
ov
e rt
u re
ov
e rt
u re
Core 8500
Core 6509
dial-peer voice 10 voip
destination-pattern 500[0-1]
session target ipv4:172.16.22.11
Remote Office
dial-peer voice 5 voip
destination-pattern 9T
session target ipv4:172.16.22.11
ov
e rt
u re
ov
e rt
u re
Remote Office
dial-peer voice 30 voip
destination-pattern 700[0-1]
session target ipv4:172.16.x.x
dial-peer voice 5 voip
destination-pattern 9T
session target ipv4:172.16.22.11
7000
8000
7001
dial-peer voice 20 voip
destination-pattern 600[0-1]
session target ipv4:172.16.0.10
dial-peer voice 30 voip
destination-pattern 800[0-1]
session target ipv4:172.16.x.x
American Institute of CPAs
dial-peer voice 10 voip
destination-pattern 500[0-1]
session target ipv4:172.16.22.11
8001
dial-peer voice 20 voip
destination-pattern 600[0-1]
session target ipv4:172.16.0.10
Server Architecture
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