aicpa/cima it overview information technology overview

AICPA/CIMA IT OverviewInformation Technology Overview

Organizational StructureOrganizational Overview & Purpose

American Institute of CPAs

AICPA Information Technology Organization

IT Software Delivery

Business Solutions

Project Management

Office

Software Development

Software Support

Business Intelligence

IT Operations

IT Infrastructure

Technical Support &

Service

IT Functional, Operational & Organizational

Review

Quality Assurance &

IT Compliance

IT Strategy & Operational Effectiveness


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

IT Software DeliveryStructure, Functions & Process


Team Structure

David Campbell

Director – Software Delivery

Vijay Srinivasan

Sr. Manager – Business Solutions

Tom Petruccione

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


Software Delivery Process

Business Solutions

Project Management

Office

Software Development

Software Support

IT RoadmapObjectives, 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


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


Expected Benefit

Reduced human capital expenditures through increased member/employee self-service functionality

Increased revenue opportunities through increased marketing accuracy:• 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


CRM• Member Services• Events & Conferences• Member Value• Specialized Communities• CPE• CPA2Biz• Publications• Online Communications

Finance

Human Resources

Business Intelligence

Integration (Middleware)

Areas of Focus


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

Long Term

Inadequate

Short Term

Strategic

1

2

34

5

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1718

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2324

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2728

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3132

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0.0

1.0

2.0

3.0

4.0

5.0

0.0 1.0 2.0 3.0 4.0 5.0

Fu

nc

tio

nal

Ad

eq

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Technical Adequacy

Technical vs. Functional Adequacy

Recommendation


Roadmap Process


Example Software Methodology (CRM)

Initial recommendations based on Gartner, Forrester, and Accenture research

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

Prioritize based on vendor demonstrations, technology review and TCO

Recommend top vendor

21 Vendors

6 Vendors

2 Vendors

1 Vendor

Demonstrations

Final Recommendation

Market Survey

Categorization into Enterprise, Mid-Market, or SMB and Specialty Tools


Conclusions

FinanceCRM

HR BI

OBIEE Oracle SOA(new version)

Integration

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


Implementation Timeline

IT Operations FunctionStructure, Support & Architecture


Team Structure

Ranny DeyDirector, IT Operations

Lulu MullaneyOperations Project Manager

Louis HendersonSr. Manager – IT Operations

IT Service Center

Vendor Relation

s

John BuhrmannManager – IT Operations

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


Network Architecture

1211 Ave of the Americas NYC

MEA(WU580)

Fast-E, non-Trunked

201 Plaza 3 Harborside Financial; Jersey City NJ

MEA(WU580)

Fast-E, non-Trunked

CustomerRouter

220 Leigh Farm Road, Durham NC (HQ)

MEA(WU598)

1xDS3 Fast-E, non-Trunked

3xT1

CustomerRouter

1455 Pennsylvania Ave NW, Washington DC

CustomerRouter

Customer Router mustsupport Frame Relay with

Intergrated Routing & Bridging (IRB)

1720 Lake Point Drive Lewisville TX

CustomerRouter

1230 Parkway Ave Ewing NJ

CustomerRouter





Level (3)EVPN

Network

Bridge

WASHDC5L

4xT1

1xT1

1xT1

1xT1

10 Mbps EVPN VC

4 Mbps EVPN VC

5 Mbps EVPN VC

DS1 InterworkingEVPN VC



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.

1xDS3

1xDS3

INTERNET

5Mbps HSIP on DS3

15Mbps HSIP on DS3Customer

Router

CustomerRouter

CustomerRouter


Telecom Architecture

172.16.22.11172.16.0.10

Core 6509 Core 8500

Level3 Cloud

S0/0/0:23PRI

S0/0/0:23PRI

overtureoverture

PBX PBX

PSTN

8 Verizon Pri’s

PSTN

8 Verizon Pri’s

Inter office4 Digit Dialing

Inter office4 Digit Dialing

Durham NJ

Remote Office Remote Office

5000

5001

6000

6001

7000

7001

8000

8001

overture

overture

Inbound calls to 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.

dial-peer voice 10 voip destination-pattern 600[0-1]

session target ipv4:172.16.0.10




session target ipv4:172.16.22.11dial-peer voice 5 voip

destination-pattern 9T session target ipv4:172.16.22.11


session target ipv4:172.16.x.xdial-peer voice 5 voip

destination-pattern 9T session target ipv4:172.16.22.11

dial-peer voice 5 pots port 0/0/0:23

forward-digits all


session target ipv4:172.16.x.x



Outbound call from remote

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 dial-peer extension list. If “outbound” it defaults to Durham. 3. In durham “outbound” call defaults to the PBX and facilitated by the POTS dial-peer.


session target ipv4:172.16.x.xdial-peer voice 30 voip destination-pattern 800[0-1]











Server Architecture

aicpa/cima it overview information technology overview

Documents

business intelligencedevelop

effective technology

tenyear technology roadmap

current erpcrm systems

right solutions

overview aicpacima

increased marketing

roadmap assessmentfunctional