Information Information TechnologyTechnology

GroupGroup

Current Major Current Major Business/Technology Business/Technology

InitiativesInitiatives(3:30pm – 5:00pm)(3:30pm – 5:00pm)Church Benefits Association - 2004 Church Benefits Association - 2004

Annual MeetingAnnual MeetingSan Antonio, TXSan Antonio, TX

December 1, 2004December 1, 2004

Our Goal TodayOur Goal Today

* To provide an overview of * To provide an overview of some current major business some current major business

and technology and technology initiatives/projects underway initiatives/projects underway

within our organizations.within our organizations.

Technology as Technology as EnablerEnabler

* * NoteNote that Information Technology is that Information Technology is merely an enabler to successfully achieve merely an enabler to successfully achieve

the business goals.the business goals.

A CHEF can turn basic ingredients into a great meal! An ORGANIZATIONcan turn basic technological components into a benefits-producing system!

The Lightning Round

• 5-7 minutes per person• Same order as matrix• Q&A afterwards

Assemblies of GodAssemblies of God Ministers Benefit AssociationMinisters Benefit Association

(Jim La Vallee)(Jim La Vallee)

New master database New master database Website redesign with more daily content changesWebsite redesign with more daily content changes On-line EnrollmentsOn-line Enrollments On-line Contributions & Receipting SystemOn-line Contributions & Receipting System

Assemblies of GodAssemblies of God Ministers Benefit AssociationMinisters Benefit Association

(Jim La Vallee)(Jim La Vallee)

Expand Contact Center to rest of A/G FinancialExpand Contact Center to rest of A/G Financial Security AuditSecurity Audit Next generation of statementsNext generation of statements Simplified Voice Response UnitSimplified Voice Response Unit

Board of Pensions of the Board of Pensions of the Presbyterian Church Presbyterian Church

(U.S.A.)(U.S.A.)(Ed Driscoll)(Ed Driscoll)

Strategic Initiatives Strategic Initiatives Web Strategy Implementation / Internet-based Member Web Strategy Implementation / Internet-based Member ServiceService Major MemberNet Enhancements (Workflow, CRM) Major MemberNet Enhancements (Workflow, CRM)  Replace Imaging System and MediaReplace Imaging System and Media Update Disaster Recovery Plans and Evaluate Site Update Disaster Recovery Plans and Evaluate Site AlternativesAlternatives

Tactical InitiativesTactical Initiatives Ensure HIPAA Security Compliance  Ensure HIPAA Security Compliance   Implement New Telephony ServicesImplement New Telephony Services    Upgrade Network.and Office Automation CapabilitiesUpgrade Network.and Office Automation Capabilities Evaluate Alternative Anti-virus / SPAM Filtering ServicesEvaluate Alternative Anti-virus / SPAM Filtering Services

The Board of Pensions of the Presbyterian Church (U.S.A.)

Christian Brothers Christian Brothers ServicesServices

(Tom Drez)(Tom Drez)

* * Improve Customer ServicesImprove Customer Services

* Improve Operational Efficiency * Improve Operational Efficiency & Effectiveness& Effectiveness

* Invest, Extract Value, Repeat* Invest, Extract Value, Repeat

Christian Brothers Christian Brothers ServicesServices

(Tom Drez)(Tom Drez) CBSportalCBSportalsimplify information & services asimplify information & services access and deliveryccess and delivery for all for all stake holders – “anything, anywhere, anyone, anytime!”stake holders – “anything, anywhere, anyone, anytime!”

Employee Education & ProficiencyEmployee Education & Proficiency Business Continuity PlanningBusiness Continuity Planning Customer Relationship Management/CommunicationCustomer Relationship Management/Communication Online/Centralized Storage of Unstructured Online/Centralized Storage of Unstructured

InformationInformation Infrastructure ImprovementsInfrastructure Improvements::

upgrade data network, replace telephone system with upgrade data network, replace telephone system with VoIPVoIP

system, fully implement blade center and storage areasystem, fully implement blade center and storage areanetwork (SAN)network (SAN)

KPI DashboardsKPI Dashboards Laundry List:Laundry List: Anti-spam/virus, single signon, HIPAA, Anti-spam/virus, single signon, HIPAA,

Secure msg center, EBP&P, Treo PDAsSecure msg center, EBP&P, Treo PDAs

Church of the Brethren Church of the Brethren Benefit TrustBenefit Trust

(Eric Thompson)(Eric Thompson)Upgrade pension reporting systemUpgrade pension reporting systemDevelop additional and online credit Develop additional and online credit union servicesunion servicesReview of health and credit union systemsReview of health and credit union systemsHosting Hosting www.churchofthebrethrenanniversary.orgwww.churchofthebrethrenanniversary.org InfrastructureInfrastructure Moving to Gigabit on all systemsMoving to Gigabit on all systems Upgrading to a new tape library system Upgrading to a new tape library system

Church Pension Group – Church Pension Group – Episcopal Church USAEpiscopal Church USA

(Clayton Crawley)(Clayton Crawley)

Infrastructure Retrofit and ReplacementInfrastructure Retrofit and Replacement Migration from Windows to Linux ServersMigration from Windows to Linux Servers VoIP to Field Offices and Off-Site EmployeesVoIP to Field Offices and Off-Site Employees Retiring Mainframe ComputerRetiring Mainframe Computer Re-Wiring Telecom and Server Rooms and ClosetsRe-Wiring Telecom and Server Rooms and Closets Company-Owned Hotsite CreationCompany-Owned Hotsite Creation

Church Pension Group – Church Pension Group – Episcopal Church USAEpiscopal Church USA

(Clayton Crawley)(Clayton Crawley)

Enterprise and Business Unit ProjectsEnterprise and Business Unit Projects Enterprise Content Management System Enterprise Content Management System

InstallationInstallation Completion of Common Reference Database (CRDB) Completion of Common Reference Database (CRDB)

for all Enterprise-wide Indicative Datafor all Enterprise-wide Indicative Data New Transactional Systems Installation: PublishingNew Transactional Systems Installation: Publishing Customer Relationship Management Software Customer Relationship Management Software

ImplementationImplementation BCP/DR Review and Updating across EnterpriseBCP/DR Review and Updating across Enterprise

Lutheran Church – Missouri Lutheran Church – Missouri SynodSynod

(Bob Cushman)(Bob Cushman)

Provided “Choice” of Health PlansProvided “Choice” of Health Plans Employer and Employee Level ChoiceEmployer and Employee Level Choice

Completed Lawson ERP System for Completed Lawson ERP System for Administration & FinancialsAdministration & Financials

Finished Internally Developed Pension & Finished Internally Developed Pension & Disability Administration SystemDisability Administration System

Implemented a Quoting Tool to Provide RatesImplemented a Quoting Tool to Provide Rates Successfully tested Disaster Recovery planSuccessfully tested Disaster Recovery plan

2004 in Review

Lutheran Church – Missouri Lutheran Church – Missouri SynodSynod

(Bob Cushman)(Bob Cushman)

Support New Business Initiatives in our Benefit Support New Business Initiatives in our Benefit ProgramsPrograms

Install New Telephony Solution (call center) Install New Telephony Solution (call center) Convert Pension System to Towers PerrinConvert Pension System to Towers Perrin Begin Developing Self-Service CapabilitiesBegin Developing Self-Service Capabilities Continue Security Efforts (HIPAA, Audit, etc.)Continue Security Efforts (HIPAA, Audit, etc.) Establish Key Metrics for I/TEstablish Key Metrics for I/T

Looking Ahead to 2005

Ministers and Ministers and Missionaries Benefit Missionaries Benefit

Board of the ABCBoard of the ABC(Bill Siener)(Bill Siener)

Flexible Billing Module, including Direct Flexible Billing Module, including Direct Payments processingPayments processing

BICC System: Redesign of BICC System: Redesign of Distribution/Retirement ModuleDistribution/Retirement Module

Call Center: Retirement Process Improvement Call Center: Retirement Process Improvement ModuleModule

Implement Nortel PBX Voice SystemImplement Nortel PBX Voice System Implement Nortel Wireless (WI-FI) SystemImplement Nortel Wireless (WI-FI) System Implement ACT 2005 server to support ACT Implement ACT 2005 server to support ACT

client softwareclient software

Seventh-day AdventistSeventh-day AdventistRetirement PlansRetirement Plans

(Nancy Lamoreaux)(Nancy Lamoreaux)

20042004:: Replaced all processing desktops with DELL Replaced all processing desktops with DELL

hardware and XP operating systemshardware and XP operating systems Start document imagingStart document imaging 20052005:: Continue Document Imaging Project of all Continue Document Imaging Project of all

documentsdocuments Replace Legacy DB Software with Web-based Replace Legacy DB Software with Web-based

System for Update and RetrievalSystem for Update and Retrieval

Seventh-day AdventistSeventh-day Adventist

Retirement Plans-contRetirement Plans-cont (Nancy Lamoreaux)(Nancy Lamoreaux)

Provide Choice of Health Care Coverage Provide Choice of Health Care Coverage (SHARP)(SHARP)

Improve Disaster Recovery and Business Improve Disaster Recovery and Business Continuity Plans-company owned hot sitesContinuity Plans-company owned hot sites

Increase Website Self-Service for RetireesIncrease Website Self-Service for Retirees Improve management of DC plan by Improve management of DC plan by

participantsparticipants

United Methodist Church United Methodist Church General Board of Pension General Board of Pension

and Health Benefitsand Health Benefits(Sharon Maggi)(Sharon Maggi)

Update Technology Strategy using external Update Technology Strategy using external resourcesresources

Continue to standardize WEB applications Continue to standardize WEB applications to .NETto .NET

Implemented 24 x 7 Web availabilityImplemented 24 x 7 Web availability Consolidation of Web servers, moving from 10 Consolidation of Web servers, moving from 10

to 3to 3 Review platforms to lower cost of ownershipReview platforms to lower cost of ownership

United Methodist Church United Methodist Church General Board of Pension General Board of Pension

and Health Benefitsand Health Benefits(Sharon Maggi)(Sharon Maggi)

Replace Legacy Benefit Payment System with Replace Legacy Benefit Payment System with OMNI ANNUITYOMNI ANNUITY

Implement additional functionality for Plan Implement additional functionality for Plan Sponsors on the WebSponsors on the Web

Implementing new products and services that Implementing new products and services that require technology solutions such as:require technology solutions such as:

New pension plans with DC and DB componentsNew pension plans with DC and DB components Redesigned voluntary DC planRedesigned voluntary DC plan Financial planningFinancial planning New health and welfare offeringsNew health and welfare offerings

YMCA Retirement FundYMCA Retirement Fund(Elliott Buchholz)(Elliott Buchholz)

2003-04 In Review2003-04 In Review Completion of transition from legacy VAX environment to Windows Completion of transition from legacy VAX environment to Windows

platformplatform Transition of all YMCAs to web-based two-way data sharing Transition of all YMCAs to web-based two-way data sharing

applicationapplication Installation of Document Management SystemInstallation of Document Management System Installation of Workflow software and processInstallation of Workflow software and process Installation and cutover to new VoIP telephone systemInstallation and cutover to new VoIP telephone system Implementation of Call Center software and reporting systemImplementation of Call Center software and reporting system Creation of a remote data center for improved Business Continuity Creation of a remote data center for improved Business Continuity

capabilitiescapabilities Enhanced anti-virus/anti-spam capabilitiesEnhanced anti-virus/anti-spam capabilities

YMCA Retirement FundYMCA Retirement Fund(Elliott Buchholz)(Elliott Buchholz)

Looking Ahead: 2004-05Looking Ahead: 2004-05With all of planned major technology initiatives With all of planned major technology initiatives completed, the IT focus for the current year completed, the IT focus for the current year will be:will be: Measurement and improvement of Customer Service performance Measurement and improvement of Customer Service performance

and efficiency through use of new technologyand efficiency through use of new technology Conversion of all paper files into the new Document Management Conversion of all paper files into the new Document Management

SystemSystem Identification and development of enhancements to Production Identification and development of enhancements to Production

system and Workflow productsystem and Workflow product Optimization of Business Continuity plans through increased use of Optimization of Business Continuity plans through increased use of

Remote Data CenterRemote Data Center Implementation of enhanced customer capabilities on web siteImplementation of enhanced customer capabilities on web site

Thank You!Thank You!

Church Benefits Association Church Benefits Association WebsiteWebsite

www.churchbenefitsassociation.orgwww.churchbenefitsassociation.org

•ResourcesResources::This PowerPoint Presentation – MORE AFTER This PowerPoint Presentation – MORE AFTER THIS (Paper Copies and CBA Website THIS (Paper Copies and CBA Website Members’ Section)Members’ Section)

Annual CBA IT Group Business & Technology Annual CBA IT Group Business & Technology SurveySurvey (Paper Copies and CBA Website Members’ (Paper Copies and CBA Website Members’ Section)Section)

Evangelical Lutheran Evangelical Lutheran Church in America Board Church in America Board

of Pensionsof Pensions(Steve Willems)(Steve Willems) 3 Year Infrastructure Plan (including disaster recovery site)3 Year Infrastructure Plan (including disaster recovery site)

Replacement of Legacy Benefits Administration SystemReplacement of Legacy Benefits Administration System Record Keeping- Live – Outsourced to MellonRecord Keeping- Live – Outsourced to Mellon Enrollment & Eligibility - Live – Custom Developed – Next Enrollment & Eligibility - Live – Custom Developed – Next

Release in March 2005Release in March 2005 Billing & Receipting – Gathering Business Requirements Billing & Receipting – Gathering Business Requirements

and Examining Business Processes, Implementation in and Examining Business Processes, Implementation in 20062006

Retirement – Not StartedRetirement – Not Started .Net Framework.Net Framework Enterprise ReportingEnterprise Reporting Electronic Document ManagementElectronic Document Management IS / Business AlignmentIS / Business Alignment

Insurance Application ReplacementInsurance Application Replacement General Ledger Upgrade and MigrationGeneral Ledger Upgrade and Migration Investment Guidance/AdviceInvestment Guidance/Advice Excessive Trading/Market TimingExcessive Trading/Market Timing Name Change – Phase 2 (Implementation)Name Change – Phase 2 (Implementation) Web Strategy and DesignWeb Strategy and Design Web ImplementationWeb Implementation Marketing Prospect Function – Conceptual DesignMarketing Prospect Function – Conceptual Design Health Savings/Reimbursement Account Health Savings/Reimbursement Account

Implementation Implementation Medicare Part D – ImplementationMedicare Part D – Implementation Qualified Plan Service GapsQualified Plan Service Gaps

GuideStone Financial GuideStone Financial ServicesServices

of the SBCof the SBC(Rick Hart)(Rick Hart)

Pension Boards United Pension Boards United Church of ChristChurch of Christ

(Tom O’Neill)(Tom O’Neill)

Migration of Health Claim Processing to HighmarkMigration of Health Claim Processing to Highmark

Consolidate Annuity Choices With the Rollout of a Low-Consolidate Annuity Choices With the Rollout of a Low-Volatility Annuity ChoiceVolatility Annuity Choice

Introduce Document Imaging Workflow System Into the Introduce Document Imaging Workflow System Into the Accounts Payable Department Accounts Payable Department

Further Enhancements to Disaster Recovery Plan and Business Further Enhancements to Disaster Recovery Plan and Business Continuity PlanContinuity Plan