mapping vision to solution · work streams customer facing it analysis and design business...

1

Application ServersG22.3033-011

Session 1 - Sub-Topic 3Detailed Project Development Methodology

Dr. Jean-Claude Franchitti

New York UniversityComputer Science Department

Courant Institute of Mathematical Sciences

Vision andObjectivesVision andObjectives

Mapping Vision to Solution

ProcessModel

ProcessModel

SolutionArchitecture

SolutionArchitecture

WORK STREAMS

Customer facing

IT analysis and design

Business processes

Regulatory analysis

Accounting and fiscal analysis

Competitive analysis

Business case

JV and partner-ship analysis

Go-to-market strategy

OUTPUT

Preliminary Future State Model– Preliminary IT Architecture Design

– Preliminary Business Process Design

• 120+ interviews• Demographic research

• Current IT state assessment• Architecture design/collaboration

• Current business processassessment

• Operating model design/collaboration

• Deal structure assessment• Regional regulatory analysis for

operating model

• Tax assessment• Global analysis of tax implications

for operating model

• Regional competitive assessment(including Web site evaluation)

• Demographic research

• Documentation of revenue and costdriver

• Financial model development

• Document findings from duediligence conversations

• Develop general terms andconditions of JV/partnership

• Document integration plan for allwork streams

• Structure BSCH LAO strategicplan

Fulfilling the Objectives to Support the Vision

Extraction of Capabilities

Refinements

Validation

Final Future State Model– Future State IT Architecture Design

– Future State Business Process Design

Constraints

Iterative

FUTURE STATE REALIZATION PROCESS

2

Current State Summary

Sample Business Model

ReceivingCRM/Sales RepsDistribution

AccountsPayable

AccountsReceivable

End UsersMaintenanceshops

Brokers

Internaldepartments

ManufacturersSuppliers

In-house processes

WEBProcesses

Customers

• Shipments

• ...

Purchasing

• Request

• Bids

• Availability

• ...

• Electronic invoices

• EFT

• …

• Information

• Products

• Pricing

• Orders

• Forecasts

• ...

Current State Trading Business Model

Mexico Client Brazil Client Argentina Client

BSC

H In-house Processes

Sales

Local Exchange (listed instruments)

(Arg

entin

a)

Purchase & Sales

ClearingHouse

News &Information

Services

Cash / Securities Inventory

Depository

BrokerageFirms

TransferAgents

CommercialBanks

Stock Record

Dividend

Accounting

Proxy & Capital Reorg

Order RoomTrading Desk

(OTC instruments)

3

Current State Business Process Hierarchy

Sales / Marketing Order Room

Customer Acquisition Place Orders

Product Determination

Product Promotion

Campaign Strategy

Purchase & Sales New Accounts Stock Record

Reconcilement

Confirm GTC Orders

Organize Pending Orders

Customer Confirmation

Booking

Clearing & Settlement

Figuration

Recording

Brokerage

Open Accounts

Account Maintenance

Process Thread - does not currently exist

Legend:

Process Thread

Primary Process Group

Intermediate Group

Account Numbering

Audit

Security Movements

Margin

Account Maintenance

Sales Support

Clear Issuance of Checks

Items Due

Extensions

Close Outs

Delivery of Securities

Accounting Proxy & Capital Reorg Cash / Securities Inventory Dividend

Proxy Voting

Annual Reports, etc.Daily Cash Record

Adjusted Trial Balance

Bookkeeping

Profit & Loss Statement

Trial Balance

Establish Accounts

Bank Loan

Vaulting

Receive & Deliver

Stock Loan/Borrow

Transfer

Reorganization

Cash Dividends

Stock Splits

Due Bills

Bond Interest

Future State Drivers

Preliminary Capabilities Matrix(Customer-driven)

Secure Transactions

Research

News

Real-time Quotes

Education

Help

Customization

Analytics

Online Order Status

Modeling

Etc.

Institutional Active Involved Passive

Investor Profile

Cap

abili

ties

4

Preliminary Capabilities Matrix(Competition-driven)

Secure Transactions

Research

News

Real-time Quotes

Education

Help

Customization

Analytics

Online Order Status

Modeling

Etc.


Investor Profile

Cap

abili

ties

Preliminary Capabilities Matrix(Technology-driven)

Secure Transactions

Research

News

Real-time Quotes

Education

Help

Customization

Analytics

Online Order Status

Modeling

Etc.


Investor Profile

Cap

abili

ties

Identifying Capabilities– Web Portal– e-Procurement Capabilities– Personalization and Customer

Relationship Management (CRM)Capabilities

– Data Warehousing and BusinessIntelligence

– Documentation Management– Other Global and General Requirements

5

Future State Processes

Future State Trading Business Model

Mexico Client Brazil Client Argentina Client

BSC

H In-house Processes

Sales

Local Exchange (listed instruments)

(Arg

entin

a)

Purchase & Sales

ClearingHouse

News &Information

Services

Cash / Securities Inventory

Depository

BrokerageFirms

TransferAgents

CommercialBanks

Stock Record

Dividend

Accounting

Proxy & Capital Reorg

Order RoomTrading Desk

(OTC instruments)

BSCH ONLINE

Future State Business Process Hierarchy

Sales / Marketing Order Room

Customer Acquisition Place Orders

Product Determination

Product Promotion

Campaign Strategy

Purchase & Sales New Accounts Stock Record

Reconcilement

Confirm GTC Orders

Organize Pending Orders

Customer Confirmation

Booking

Clearing & Settlement

Figuration

Recording

Brokerage

Open Accounts

Account Maintenance

Account Numbering

Audit

Security Movements

Margin

Account Maintenance

Sales Support

Clear Issuance of Checks

Items Due

Extensions

Close Outs

Delivery of Securities

Accounting Proxy & Capital Reorg Cash / Securities Inventory Dividend

Proxy Voting

Annual Reports, etc.Daily Cash Record

Adjusted Trial Balance

Bookkeeping

Profit & Loss Statement

Trial Balance

Establish Accounts

Bank Loan

Vaulting

Receive & Deliver

Stock Loan/Borrow

Transfer

Reorganization

Cash Dividends

Stock Splits

Due Bills

Bond Interest

****

* **

***

Process Thread - does not currently exist

Legend:

Process Thread

Primary Process Group

Intermediate Group

* impacted by BSCHBroker solution

*

6

Customer Application Process

Homepage(Global)

CountryPage

Complete BaseDetail

(citizenship,residency,mailing

address)

RegisterApplication

Web Channel

SignApplication

Form &Check/$ &Any other

Documents

PerformDue

Diligence

Mail or branch visit

Client

BSCHonline

"localoffice"

BSCHAffiliate

Clearing &Custodial

AgreementsETC...

Approval

No

RejectionLetter

Mail and E-mail

Yes

CreateBrokerage

account, subaccount, and

security

Welcome e-mail with

instructionsto accessaccount

Papers andPackets

(marketing)

E-mail

Mail

How much of theprocess can be

automated?

Check/funds clear

What's involved?

Send Applicationform by e-mail

BranchChannel

***Draw on local expertise and resources***

Client

Equity Trading ProcessClient(e.g.

MX,AR,Br)

LocalExchange(MX, AR,

BR)

Clientlogs in

"Personalized" Web Page

SubmitsOrder

Account validated

Validate Order

Valid

"Not a validorder"

NO

Manual ReviewNeeded

YesBSCHOnline is anexchange member

No

Route tolocal

affiliate

Yes

Electronic TradingAvailable

YesNo

"Electronicpass

through"

Electronicsubmissionexecution

NonAutomatedExecution

No

MonitorExecution

E-mailConfirmation

ConfirmExecution(price Qty,

Etc..)

RecordOrder

Debitcustomeraccountsec/cash

Updatecustomeraccount

"Real-timealert" (where

possible)

* Order validation rule set will vary by location/customer

Is it Domesticyes

TriggerFXNo

FX ProcessBSCH Affiliate/

Partner(MX, AR, BR)

BSCHOnlineFront/Back

Office(e.g. MX, AR,

BR)

Clearing andCustodial

Agreements

ElectronicExecution?

Yes

*

ClientClient Callsin Order

Fixed Income Trading ProcessClient(e.g.

MX,AR,Br)

OTCMarket

(MX, AR,BR)

Clientlogs in


SubmitsOrder

Account validated

Validate Order

Valid

"Not a validorder"

NO

Manual ReviewNeeded

YesIs this a product

offered by BSCH.

No

Route tolocal

affiliate

Yes

Electronic TradingAvailable

YesNo

"Electronicpass

through"



No

MonitorExecution

E-mailConfirmation


Etc..)

RecordOrder




possible)


Is it Domesticyes

TriggerFXNo


Partner(MX, AR, BR)


Office(e.g. MX, AR,

BR)


Agreements


Yes

*


7

Mutual Fund Trading ProcessClient(e.g.

MX,AR,Br)

MutualFund

Clearing(MX, AR,

BR)

Clientlogs in


SubmitsOrder

Account validated

Validate Order

Valid

"Not a validorder"

NO

Manual ReviewNeeded

YesIs the mutual fund a BSCH

fund or a listed fund

No

Route tolocal

affiliate

Yes

No

Yes



MonitorExecution

E-mailConfirmation


Etc..)

RecordOrder




possible)


Is it Domesticyes

TriggerFXNo


Partner(MX, AR, BR)


Office(e.g. MX, AR,

BR)


Agreements


*


CentralizedMutualFund ClearingOrganization

Yes

No

Solution Architecture

Sample ConceptualTechnology Vision

SuppliersVirtual

Buyer’s Virtual Catalog

Business Intelligence

Auctioning/Reverse-Auctioning

Customer Management

E-ProcurementCore Engine

Customization

DocumentationManagement

Web Portal EDI Gateway

ElectronicDocuments

RFQs

Web Suppliers Interface

Orders Receipts

Procurement Interface

Electronic Catalogs(OBI, XML, EDI 832, etc.)

Legacy Applications

Source and Procure

Parts Management

Legacy Web Systems Databases)

Document ManagementFinancial

Applications

8

Legend: VPN: I/Fs: ECNs:Virtual Private Network Interfaces

Operations & Technology Support Vision• Technology support should migrate towards a vision that will guarantee a unique

experience for BSCH’s e-Trading customers anywhere in the world.—Users— — Functions —

Customer SupportCustomer ProfilingAnalytics

CustomerRelationshipManagement

Country management

Online TradingResearchCommunity/ChatEducation

BSCH LAOBSCH LAO

E-TradingCustomers

E-TradingCustomers

Marketing/

Sales

GlobalFront-End

System

Customization / CRM

Database

Web / IVR / Fax back

BSCH CountryOffices

BSCH CountryOffices

Accounting

IT

Management

Call Center

IT

CountryCEO

Global Account Mgmt

AdministrationDevelopmentSupport

CEOVision & StrategyLegal

TechnicalSupport

RetailClients /Advisors

Web / VPN / Phone

Web / VPN /Phone

Web / VPN /Phone

— Connectivity —

VPN / Phone

Web / VPN /Phone

Web / Email / Chat / VoIP /Phone / PDAs / VPN

— Front Office I/Fs — — Enterprise Services —

— Data Repositories —

Integrated Trading

Data Warehouse

3rd Party Services

Local Databases

Local Back-Office

Systems

Integrated Value

Chain Support System

ExchangesECNsData Providers, etc.

— 3rd Party System I/Fs —

3rd Party Broker SystemsRemote BSCH E-BrokersWeb / VPN / Phone

A/C OpenKiosks

BranchSupport VPN / Phone

Order MgmtTradingWeb / VPN / Phone

Marketing/SalesCountryCampaigns

Settlement,Operations &Accounting

Customer &“Street-Side”operations &accounting

VPN / Phone

VPN / Phone

Electronic Communication Networks

Business processes and components at work(South to North)

�

��

��

Internet

BSCH LAOOffice Staff

m

es

s

a

g

e

b

r

o

k

e

r

Legend: Gobal Front End System Integrated Value ChainSupport Systems

Local Back-OfficeSystem

Third PartyServices

OrderPlacement

OrderExecution

BSCH LAO Office(s):•www.bschlao.comsite support•eTrading softwareupdate management•Analytics andresearch compilation

BSCH Brazil Office:•www.bschlao.com site support•www.bschlao.com.br site support

Internet

BSCH CountryOffice Staff

Retail Clients /Financial Advisors

(Brazil)

BSCH LAO US AffiliatedBroker/Dealer Office(s):•Analytics and researchcompilation•Back-office support

www.bschlao.com otwww.bschlao.com.br

To be cleaned up

�

��

��


www.bschlao.com orwww.bschlao.com.br

Retail Clients/Financial Advisors

(Brazil)



Third PartyServices

OrderPlacement

Order Placement& Execution


BSCH Brazil Office:•www.bschlao.com site support•www.bschlao.com.br site support•Back-office support

BSCH LAOOffice Staff Internet

Order placement gets routed locallyTo be cleaned up

Business processes and components at work(Domestic South Trade)

9

��

��

��

Internet

Internet


www.bschlao.com

Retail ClientsFinancial Advisors

(USA)

BSCH LAOOffice Staff

m

es

s

a

g

e

b

r

o

k

e

r



Third PartyServices

OrderPlacement

OrderExecution


BSCH Brazil Office:•www.bschlao.com site support•www.bschlao.com.br site support•Back-office support

To be cleaned up

Business processes and components at work(North to South)

Security Personali-zation Community Content

Management Catalogs Commerce InformationAccess

Enterprise Application Frameworks /Servers

Other Application Frameworks /Servers

Hardware/Operating Software

Hosting Services

Systems Management

Application Suites

Bus

ines

sPr

oces

ses

Appl

icat

ion

Infra

stru

ctur

eO

pera

tions

Using an Architecture Framework

Logical Architecture Diagram

BSCH LAO Staff(office / virtual)

BSCH

Customer

Retail Clients /Advisors

ManagementTradingAccountingMarketing/SalesIT

Online TradingResearchCommunity/ChatEducation

BusinessFunctions Users

WinNT

Win98

IVR

BSCHIntranet

Internet

PBX-Based Service

Connectivity

Front Office Interfaces

Call Forwarding,Teleconferencing, etc.

Front Office Apps

Ft Off. & Web Apps

Remote Access

Maintenance AppsBSCH LAO Office(s) only

Web-EnabledApplications

E-Trading CustomerInterfaces

Telephony-BasedServices


"Lights Out" Svcs

XML, SWIFT, FIX, Email, Fax

BS

CH

Glo

bal C

omm

unic

atio

n N

etw

ork

(LA

Ns

& W

AN

)(E

ther

net,

TC

P/IP

)

Remote OfficeLANs

Web & EnterpriseIntegration Portal

Internet

Web Server Subnet

Relationship Commerce Application Server(distributed n-tier architecture)

Enterprise ApplicationIntegration (EAI) Server

DataWarehouse-Driven Decision ProcessingApplication Package

Content Management System

Integrated Value ChainSupport System

Back OfficeSupport Systems

Data Repositories

Integrated Data Architecture Layer(Aggregated & Detailed Data)

Enterprise Services & Back Office Applications

DesktopFilesystems

(BSCH LAO office(s))

Customer Information Database(Integrated Customer View)

Content-Mgmt Repository

In Memory Database

Local Data Replicas

Third Party Data

Legacy Operational Data

Legacy Operational Systems

Front Office Apps

Customer ProfileCustomer Role

Customer ActivityBest Practice Info,

Svc. Level KPIsMarket Trends

etc.

Data Mining Tools

Clearing / Settlement(e.g., Indeval in Mexico)

Risk Management(e.g., OLCS & Infinity in Mexico)

BSCH Financial Applications

Communication(Incoming Call Monitoring Agent)

Business Intelligence(Customer Analysis, Supply Chain Planning)

Customer Care Services(Self Care, Prod. Specs, Proj. Schedule, Samples)

Personnalization Interface

Content Mgmt. Interface

Remote Training Interface

Business

Information

Warehouse

Customer Calls Handling(ACD, Flex-Routing, Call Center Mgmt.)

CSR Assisted Services(Produc t Support, Issue Resolution, Proactive

Account Mgmt.)

Email SWIFT,FIX, XML Fax

Internet-Based Services(XML/SWIFT/FIX, Email, Browser)

Collaborative Applications(Web Channels, Bulletin Boards/NewsGroups)

Real Time Services(Chat, Document Sharing, etc.)

Collaborative Applications(same as for BSCH cus tomers below)

Security(Firewall / Proxy Server)

Internet Services(web, ftp, email & news servers)

Voice/Data IntegrationTeleweb / Web Integration Serv ices

(Consolidated Messaging, Telephone-Based WebServ ices, Video Conf., etc.)

Search Engine(Firewall / Proxy Server)

TransactionSvc. (JTS)

Messaging(JMS or MSMQ)

Analytical Applications(Performance Reports , Performance Measurement Analysis, Trend Analysis and Forecasts, etc.)

DataWarehouse Information Template

Document Mgmt. Image/GraphicsMgmt.

Video Server(future)

Process Automation &Dynamic Content Mgmt.

Session/State Mgmt.

Personnalization Server Customer Care Services(Cust. Service, Help Desk, Sales Automation, QA)

T1,

64K

, etc

.

Trading Applications(e.g., order book mgmt.)

Site Development Svc.(Updates Staging Server)

Integrated TradingData Warehouse

ServerMetadata Repository

OLAP & Staging Engines

Ope

ratio

nal D

ata

Sto

re (d

etai

led

busi

ness

dat

a)V

irtua

l Dat

aCub

e (a

ggre

gate

d bu

sine

ss d

ata

for B

I app

licat

ions

)M

etaD

ata

Rep

osito

ry

(via VPN)

Software Dev. Envir.Mgmt. / Backup Tools

PBX-Based Services

BSCH CountryOffices Staff

(office / virtual)

Branch SupportCall CenterMarketing/SalesITSettlement, Operations& AccountingCountry CEO

FaxbackIVR

Telephony Svcs

WinNT

Win98

BSCHIntranet

Front Office Apps

Ft Off. & Web Apps

"Lights Out" Services

Telephony Svcs

PDA/Web Applications

Win98 Web Applications Financial Applications

Internet

Naming Svc.(JNDI)

Data Integr.Svc. (JDBC)

DataWarehouse Interface (JDBC)

XML Parsing & Translation

Custody Management(e.g., Carmen in Mexico)

Equity Management(e.g., OPICS in Mexico)

Fixed Income Mgmt.(e.g., SAM in Argentina)

Funds Management(e.g., OPICS/Socinver in Mex)

Futures / Options Mgmt.

Corporate Data Mgmt.

News / Research Mgmt.(e.g., Infocell/Bloomberg in Mex)

Regulatory Management(e.g., CNVB in Mexico)

Legacy Integration Middleware

Local Exchange Interfaces(e.g., Interfaces to Sentra in Mexico)

Global order book dataGlobal account dataetc.

Research info indexesTime critical information

Third party researchNews, etc.

XML-based presentationoriented publishing info

10

Strategic Imperatives EnablingCapabilities

CustomerService

IFF

Sales

Management

MarketingCustomer

Purchasing

ProductDevelopment

Marketing

Customer ProfilingOrder Status Mgmt.Complaints EntryCredit/Deduction Mgmt.

Cust. Contacts Mgmt.Project Info. Mgmt.Complaints Mgmt,Account PlanningCustomer ProfilingService Level Analysis

Performance ReportingPerformance Analysis

Market Data/AnalysisWhite Papers &Presentations Mgmt.

Document RequestsOrder Status Mgmt,Feedback RequestsOrder Entry (future)

Project AssessmentProject Status Request

White Papers RequestsMarket Analysis

BusinessFunctions User

Internet

WinNT

WinNT

WinNT

Win95

IVR Faxback

Faxback

IFFIntranet

Intranet

Internet

PBX-BasedServices

Internet

PBX-Based Services

Connectivity

Remote Access Service

Front Office Interfaces

Call Forwarding,Teleconferencing, etc.

Front Office Applications

Front Office & Web Applications

Front Office & Web Applications

Front Office Applications

Web Applications

Web Applications

Web Applications

Remote Access

IFF DesktopApplications


IFF CustomerInterfaces

Telephony-Based Services

Telephony-Based Services

Telephony-BasedServices


"Lights Out"Services

"Lights Out" Services

EDIEmailFax

IFF

Glo

bal C

omm

unic

atio

n N

etw

ork

(LA

Ns

& W

AN

)(E

ther

net,

TCP

/IP)

Remote OfficeLANs

Access Portal

Internet

Web Server Subnet

Relationship Commerce Application Server

Integration Middleware

DataWarehouse-Driven Decision ProcessingApplication Package

Content Management System

Enterprise Services

Back OfficeApplications

IFFman (CPD)

SAP

Data Repositories

Aggregated & Detailed DataEnterprise Services & Back Office Applications

DesktopFilesystems

Customer Information Database(Integrated Customer View)

Content-Mgmt Repository

IFFman Database

SAP Database

Third Party Data

Legacy Operational Data

Legacy Operational Systems

Front OfficeApplications

Customer ProfileCustomer Role

Customer ActivityBest Practice Info,

Svc. Level KPIsMarket Trends

etc.

IFF SAP

Material Mgmt.(Inventory Mgmt)

Formula Mgmt.(Manufacturing)

Project Mgmt.(Purchasing,QA, Shipping)

Material & OrderManagement Financial Manufacturing

FinancialDistributionWarehouseMgmt. HR

IFF Global Software Image

Communication(Incoming Call Monitoring Agent)

Business Intelligence(Customer Analysis, Supply Chain Planning)

Customer Care Services(Self Care, Prod. Specs, Proj. Schedule, Samples)

Personnalization Interface

Content Mgmt. Interface

Remote Training Interface

Business

Information

Warehouse

Customer Calls Handling(ACD, Flex-Routing, Call Center Mgmt.)

CSR Assisted Services(Product Support, Issue Resolution, Proactive

Account Mgmt.)

Email EDI Fax

Internet-Based Services(EDI, Email, Browser)

Collaborative Applications(Web Channels, Bulletin Boards/NewsGroups)

Real Time Services(Chat, Document Sharing, etc.)

Collaborative Applications(same as for IFF customers below)

Security(Firewall / Proxy Server)

Internet Services(web, ftp, email & news servers)

Voice/Data IntegrationTeleweb / Web Integration Services

(Consolidated Messaging, Telephone-Based WebServices, Video Conf., etc.)

Search Engine(Firewall / Proxy Server)

TP Monitor

Interface Manager

Analytical Applications(Performance Reports, Performance Measurement Analysis, Trend Analysis and Forecasts, etc.)

DataWarehouse Information Template

Document Mgmt. Image/GraphicsMgmt.

Video Server(future)

Dynamic Content Mgmt.

Session/State Mgmt.

Personnalization Server Customer Care Services(Cust. Service, Help Desk, Sales Automation, QA)

ISDNT1

, 64K

, etc

.

Commerce Applications

Site Development Svc.

DataWarehouseServer

Metadata Repository

OLAP & Staging Engines

Ope

ratio

nal D

ata

Stor

e (d

etai

led

busi

ness

dat

a)Vi

rtual

Dat

aCub

e (a

ggre

gate

d bu

sine

ss d

ata

for B

I app

licat

ions

)M

etaD

ata

Rep

osito

ry

Knowledge Mgmt..

Knowledge Mgmt..

Market AnalysisNext Generation EIS

Customer ProjectMgmt.

Remote Training

Technology-Enabled MarketingCustomer Self Care

Knowledge Mgmt..Customer Self Care

Customer Knowledge Base

Customer Knowledge Base

Knowledge Mgmt.

Market Analysis

Market AnalysisNext Generation EIS

Technology-Enabled Marketing

Technology-EnabledMarketing

Technology-EnabledMarketing

Customer Self Care

Systems Integration

Data Integration

Customer Self Care

Customer Project Mgmt.

Customer Self Care

Proposed Implementation

Considering Mainstream ToolsCustom Integration and/or Integrated Applications (SAP, Baan, Lotus Notes, PeopleSoft)

Security:Firewalls–Axent,

Cybercop,Firewall-1

Encryption–Security

Dynamics/RSA,Verisign

Certificates–Entrust, GTE/Cybertrust,Thawte VerisignLDAP–Microsoft,

NetscapeOther–Netegrity/Site

Minder,Platinum/Security

Personalization:Accipter,

Andromedia, Aptex,ATG, BroadVison,

DoubleClick,Engage, Netgravity,

Net Perceptions,Vignette/StoryServer

Community:Acuity/iChat, AT&T,Brightware, eshare,General Interactive,

Lexis-Nexis,Lotus/Domino,

Microsoft/NetMeeting,

Netscape/Collabra,Podium,

Revnet/UnityMail,Siebel, Vantive

ContentManagement:

ATG, BroadVsion,Documentum,

FactPoint,FutureTense, H-

P/OpenPix,Inso/Dynabase,

Interwoven, LotusNotes, Open Text,RealNetworks/Real

Audio-Video,Vignette

Catalog:Aspect, ATG,

BroadVision, iCat,OpenMarket/LiveC

ommerce,Saqquara

Commerce: ATG,Atlantic Transaction

Services, Ariba,BroadVision,

ComerceOne,ConnectInc,CyberCash,ECCubed,

H-P/VeriFone,IBM/net.commerce,

InterWorld,Microsoft/SiteServe

r CommerceEdition, MOAI,

Netscape/*Xperts,Open

Market/Transact,OpenSite, Sterling,Tradex,Tradiant,

Tradium,TradingDynamics,

Transpoint

Information Access:ATG, BroadVision,

CrossWorlds,Fulcrum, H-

P/ChangeEngine,Inktomi, Microsoft/

SearchServer,Objectspace, Verity

Inter-Enterprise:data exchange

(XML/EDI):CardoNet,

EpiCenter, Extricity,MBA, OnDisplay,

Sterling,WebMethods

Web Application Frameworks–Allaire/ColdFusion,Apple/WebObjects, ATG/Dynamo, Bluestone/SapphireWeb, BroadVision, HAHT/HAHTSite, IBM/WebSphere,

Microsoft/Site Server (Enterprise Edition),NetObjects/Fusion, Pramati Technologies/Proton,

SilverStream, Vignette

Business Application Frameworks–CSC/M-Lynx, BEAWebLogic, Inprise, IONA/Orbix, Microsoft/MTS,Netscape Application Server, Oracle ApplicationServer, Pervasive Software/Tango Enterprise,

Sun/NetDynamics

Database–Informix, MS-SQL, Oracle, Sybase

Systems Management–BMC/Patrol, HeadsUp,Hewlett-Packard/HPOpenView, Manage.com, Sun,

SystemHealth

Testing–RadView/WebLoad, RSW/e-test, LoadRunner, Usage Reporting–Andromedia, WebTrends,WindDance

NT/Intel - Compaq, Data General, Dell, GateWay,H-P

Network - ArrowPoint, 3Com, Cisco UNIX - Hewlett-Packard/HPUX, IBM/AIX,RedHat/Linix, Sparc/Solaris

Hosting - Digex, EMC, Exodus, GlobalCenter.com, GTE Internetworking, HostPro, MCI, Navisite, PSInet, UUnet

Com

pone

nts

Applications

FrameworksPlatforms

SystemsManagement

Hardware/Software

Hosting

Typically read as Vendor/Product Name

11

Evaluating Alternatives

Evaluation Criteria(1) Web Enable

Legacy

(2) CombinedVendor

Packages (3) SAP Web

Speed to Business

Long-Term Viability

Cost of Ownership

Alignment with Vision

Business Risk

Simplicity/Ease of Use

Overall Rating

WorstGoodBest

ERP ERP Systems

...

COPS

Visibility

Tim

e

...

...

ALERFCEDI

e-Business Engine

HTML-templates

Maintenance

Internet

Airlines

MaintenanceShops

Brokers

P&WInternal

AirframeManufacturers

Webserve

r

Proposed Solution

Technology Infrastructure

12

LONDRES180.120

180.118.2.13

BPIGINEBRA

194.148.23194.168.23

MANILA180.125

PUERTORICO

180.195

BOGOTA180.253

CARACAS180.121120.48

HONGKONG

180.124

BPICARACAS

180.215

SANTIAGODE CHILE

180.122

BPISANTIAGODE CHILE

180.122

BAHAMAS180.127

BANCO GERAL10

BPISAO PAULO

180.224

LIMA180.194 180.194.2.1

180.128.135.10

180.122.2.11

MILAN180.119

TOKIO180.123

180.195.2.1

180.124.2.1

MEXICO180.115

BPIMEXICO

180.216

180.115.2.10

BPI-1LONDRES

180.211

BPIGUERNSEY

180.212

180.120.2.10

BANCO DEVENEZUELA

180.203

180.203.18.1

BANCOMEXICANO

120.20122

192.6.1148.248.47

SAO PAULO180.128

BSNY

206.20.117 206.20.118206.20.119206.20.123

NEW YORK180.118 180.118.2.14

BPIMIAMI

206.20.131

BUENOS AIRES180.126

BPIBUENOS

AIRES180.217

BOSTON180.241

180.241.2.10

180.118.2.40

180.120.2.12

BSLONDRES

155.1180.60

180.60.69.32

PARIS180.63

FRANKFURT180.64

SINGAPORE180.130 180.62.69

MADRID C32180.1141

80.117

DUBLIN180.129 LISBOA

180.113

180.194.2.10

BSLIMA

160.200

BANCORIO180.250

10.11 / 10.101172.18 / 172.30

180.126.11.25

180.250.2.2

ORIGENES88.2

BSSANTIAGODE CHILE

156.97170.18

BS BOGOTA

130.10

BSMILAN

180.245

BS MADRID180.4

180.4.10.6180.4.10.4 180.63.69.32 180.64.69.32

180.128.130.1

10.1.1.2

180.130.2.1

180.123.2.2

SINGAPORE180.252

180.121.2.10

180.215.2.1

180.216.2.1

180.127.2.15

180.118.2.70

180.130.2.10

180.212.2.1

180.119.2.2

180.245.2.1

180.125.2.1

180.130.2.4

180.252.2.1

180.62.69.32

180.114.2.50

BPI-2LONDRES

180.246.14

180.246.14.1

CORDOBA180.204.2

SAN ISIDRO180.204.5

MENDOZA180.204.3

LOMAS180.204.1

SGB MIAMI180.214.1

180.118.2.100

180.214.1.16

SGBNY

180.126.3.1

88.2.10.7

180.113.1.10180.129.2.1

180.211.2.1

10.1.1.17

180.224.2.1

194.148.23.200

180.122.2.110

64 K

57.6 K

32 K

16 K

128 K

E1256 K

512 K

T1

BANK

CIP (Concert Internet Plus Proyect): only traffic smtp,http y ftp, except in Sao Paulo where is used by an special application

180.128.134.1 180.253.2.1

180.253.2.25

180.204.5.1

180.204.1.1180.204.2.1

180.204.3.1

MAR DEL PLATA180.204.4 180.204.4.1

180.217.2.1

MADRID C75180.105180.25

192.0.15192.0.16192.0.17

180.105.10.3 180. 25.10.4

180. 25.10.1

CFRS - Investment Group

CFRS - Bank

206.20.131.254

180.126.2.10

180.127.2.10

180.117.2.56

180.114.2.52

Router CISCOAnother kind of router / switch / firewall

Local BT / MCI Frame Relay Access Node (CFRS: Concert Frame Relay Service) AFORE180.227

180.115.2.4180.115.2.7

Technology Infrastructure

Cis

co 2

919

Cat

alys

t Sw

itch

Exis

ting

Ethe

rnet

Cis

co 2

919

Cat

alys

t Sw

itch

Cis

co 2

919

Cat

alys

t Sw

itch

Internet

CiscoLocal Director

CiscoLocal Director

SD

Sni

ffer S

erve

rN

etwo

rkGe

nera

lm

onito

ring/

analy

sis

Compaq3000

Compaq3000

SD

Sni

ffer S

erve

rN

etwo

rkGe

nera

lm

onito

ring/

analy

sis

Nokia IP650Firewall

Nokia IP650Firewall

VRRPLink

SD

Sni

ffer S

erve

rN

etwo

rkGe

nera

lm

onito

ring/

analy

sis

UUNETRouter

Nokia IP430Firewall

LDFailover

Sun E3500 DevelopmentSAP R/3 Lite

Sun E3500Sun E3500

SAP R/3 LiteServer Farm

Compaq3000

Compaq3000

SAP A - Gate Farm

Other Legacy SystemsSun E10000Sun E10000

ERP SAP R/3 Server FarmMany Servers - Existing

Internal Networks

Solution Delivery Approach

13

Development Methodology

Stages Discover Design Develop Deploy

Business SystemDevelopment

Management andQuality

Business Modeling

User Experience

Content Development

Application Architecture and Development

Technical Architecture and Development

Testing

Performance Engineering

Project Management

Configuration Management

Prac

tice

Are

as

Blo

cks

Location

Data

Technology

Organization BusinessProcess

Application

• Implementation team• Training team

• Projects creation and update• Projects approval• KPI creation• Project information retrieval• System administration

• Data conversion• Supplied volume data

Identifying Domains of Change

• Hardware• Standard system software• Reporting software• Ad-hoc spreadsheet functions• Security and performance

• Site navigation design• Site content design• Reusable components• Security workflow • Help

• New York office

RequirementsAnalysis

RequirementsAnalysis

Development is an iterative process, wherefor each subset of requirements,

components must be analyzed, designed,developed and deployed

DesignDesign

DevelopDevelop

DeployDeploy

DesignDesign

DevelopDevelop

DeployDeploy

DiscoverDiscover

DiscoverDiscoverDesignDesign DevelopDevelop

DeployDeploy

DiscoverDiscoverRelease 1Release 1

Release 2Release 2

Release 3 ...Release 3 ...

Proposed Project Lifecycle

Adding Iterations