Business Requirements Analysis

7/25/2019 Business Requirements Analysis

1/67

BUSINESS REQUIREMENTS ANALYSISFOR

PIPELINE

-Draft-

June 2006

Written by:

and


2/67

Pipeline Requireen!" Anal#"i"

CONTENTS PAGE

1. EXECUTIVE SUMMARY..................................................................................................2

2. INTRODUCTION................................................................................................................2

2.1 PURPOSEOFTHISDOCUMENT............................................................................................. 22.2 STRUCTUREOFTHISDOCUMENT.........................................................................................2

3. EXECUTIVE SUMMARY..................................................................................................2

4. REQUIREMENTS ANALYSIS APPROACH...................................................................2

4.1 SURVEYRESULTS................................................................................................................ 24.2 ONSITEPRESENTATIONS..................................................................................................... 24.3 INTERVIEWS......................................................................................................................... 24.4 ANALYSIS............................................................................................................................ 2

5. SYSTEM SCOPE.................................................................................................................2

6. PEOPLE REQUIREMENTS..............................................................................................2

6.1 WORKGROUPS..................................................................................................................... 2

7. FUNCTIONAL REQUIREMENTS...................................................................................2

7.1 PERSONALIZATION/ CUSTOMIZATION..................................................................................27.2 INTEGRATION....................................................................................................................... 27.3 SECURITY............................................................................................................................ 27.4 PULISHING......................................................................................................................... 27.! SEARCHING.......................................................................................................................... 2

7.6 NAVIGATION........................................................................................................................ 27.7 AUDITING............................................................................................................................ 27." CATEGORIZATION/ TA#ONOMY.......................................................................................... 27.$ SITES................................................................................................................................... 27.1% R ESEARCH........................................................................................................................ 27.11 COLLAORATION.............................................................................................................. 27.12 PERFORMANCE................................................................................................................. 27.13 NAVIGATION..................................................................................................................... 2

8. NEEDS ASSESSMENT.......................................................................................................2

".1 ENEFITSDEPARTMENT....................................................................................................... 2

".2 HUMANRESOURCES........................................................................................................... 2".3 ATTORNEYRECRUITING...................................................................................................... 2".4 WORDPROCESSINGCENTER............................................................................................... 2".! USINESSDEVELOPMENT.................................................................................................... 2".6 R ECORDS............................................................................................................................. 2".7 LIRARY.............................................................................................................................. 2"." INFORMATIONTECHNOLOGY............................................................................................... 2".$ ACCOUNTING....................................................................................................................... 2".1% DOCKETING& CALENDAR............................................................................................... 2

Version 3.0 - 01/31/16 Pa$e 2 Sheppard Mullin


3/67


".11 GOVERNMENTCONTRACT& REGULATEDINDUSTRIES................................................... 2".12 CORPORATE...................................................................................................................... 2".13 LAOR& EMPLOYMENT.................................................................................................. 2".14 USINESSTRIALPRACTICE.............................................................................................. 2".1! CONSTRUCTION' ENVIRONMENT' REALESTATE& LANDUSELITIGATION.....................2".16 FINANCE& ANKRUPTCY............................................................................................... 2".17 INTELLECTUALPROPERTY................................................................................................ 2".1" WHITECOLLARDEFENSE................................................................................................ 2".1$ OFFICEOFTHEGENERALCOUNSEL................................................................................. 2".2% SMRH OFFICEPAGES..................................................................................................... 2

9. DATA REQUIREMENTS...................................................................................................2

$.1 CONTENTTYPES.................................................................................................................. 2$.2 STORAGERE(UIREMENTS................................................................................................... 2$.3 DATAMIGRATION................................................................................................................ 2

1. HI!H LEVEL DESI!N......................................................................................................2

1%.1 ENEFITSPAGES.............................................................................................................. 21%.2 HUMANRESOURCES........................................................................................................ 21%.3 ATTORNEYRECRUITING................................................................................................... 21%.4 WORDPROCESSINGCENTER............................................................................................ 21%.! USINESSDEVELOPMENT................................................................................................ 21%.6 R ECORDS.......................................................................................................................... 21%.7 LIRARY........................................................................................................................... 21%." INFORMATIONTECHNOLOGY........................................................................................... 21%.$ ACCOUNTING................................................................................................................... 21%.1% DOCKETING& CALENDAR............................................................................................ 21%.11 GOVERNMENTCONTRACT& REGULATEDINDUSTRIES................................................ 2

1%.12 CORPORATE.................................................................................................................. 21%.13 LAOR& EMPLOYMENT............................................................................................... 21%.14 USINESSTRIALPRACTICE.......................................................................................... 21%.1! CONSTRUCTION' ENVIRONMENT' REALESTATE& LANDUSELITIGATION..................21%.16 FINANCE& ANKRUPTCY............................................................................................ 21%.17 INTELLECTUALPROPERTY............................................................................................ 21%.1" WHITECOLLARDEFENSE............................................................................................. 21%.1$ OFFICEOFTHEGENERALCOUNSEL............................................................................ 2

11. CONCLUSION....................................................................................................................2

APPENDIX I " SURVEYS............................................................................................................2

APPENDIX II " LIST OF !ROUPS INTERVIE#ED..............................................................2

APPENDIX III $ SOURCE DOCUMENTS................................................................................2

APPENDIX IV $ FUTURE REQUIREMENTS..........................................................................2

APPENDIX V $ RE%ECTED REQUIREMENTS.......................................................................2



4/67




5/67


APPENDICES

I QUESTIONNAIRE

II LIST OF PARTI%IPANTS

III SOUR%E &O%UMENTS

I' LIST OF FUTURE REQUIREMENTS

' LIST OF REJE%TE& REQUIREMENTS

'I (LOSSARY



6/67


VERSION CONTROL

T)e *+ll+,in$ !a-le pr+.ide" a re/+rd +* +di*i/a!i+n" !+ !)i" d+/uen!

Version Author(s) Issue Date Suary o! Chan"es

01 %rai$ 'alera 01032006 Ini!ial dra*!

40 &+ra Mar!ine5 0102006 Re.i"i+n" !+ dra*!

20 %rai$ 'alera 06072006 F+ra!!in$ /)an$e"





7/67


#$ E%EC&TIVE S&''AR

T)e S)eppard9 Mullin9 Ri/)er : ;ap!+n LLP n+,led$e Mana$een! M= andIn*+ra!i+n Te/)n+l+$# M and IT !ea" *eel !)a! S)are P+in!,ill )elp u" addre"" all !)ree i""ue" u"in$ !)e appli/a!i+n" na!i.e *un/!i+nali!# C)ere S)areP+in! i" n+! a-le !+ addre"" /er!ain *ea!ure" +r *un/!i+nali!#9 !)ird par!# .end+r ,e- par!" +r !++l"a# -e added !+ *ul*ill !)e need

T)e pr+@e/! ,ill -e appr+a/)ed in !,+ p)a"e" P)a"e I ,ill in/lude !)e ini!ial r+ll+u! and addre""!)e ain /+n/ern" iden!i*ied a-+.e Addi!i+nal *un/!i+nali!# a# al"+ -e in/luded dependin$ +n/+pleDi!# and -and,id!) +* !ea" P)a"e II ,ill -e a l+n$er e**+r! and in/lude +re /+pleD*ea!ure reque"!" a" ,ell a" addre"" an# reainin$ i""ue" +* P)a"e I

S)are P+in! 0 i" a -e!a appli/a!i+n ,)i/) )a" a $eneral relea"e "/)eduled *+r O/!+-er 2006 I!i" under"!++d !)a! !)e S;RM !ea" ,ill -e u"in$ -e!a "+*!,are !+ de.el+p and /+n*i$ure !)e ne,Pipeline I! i" al"+ under"!++d !)a! i* -# !)e !ie SMR; i" read# !+ depl+# !)e ne, Pipeline9S)areP+in! i" "!ill n+! relea"ed !+ !)e $eneral pu-li/9 !)e >M and IS !ea" ,ill +.e *+r,ard anddepl+# !)e ne, Pipeline u"in$ !)e -e!a .er"i+n +* S)are P+in!

T)e >M and IS !ea" *el! !)a! !)e /urren! Pipeline ,a" n+! -ein$ u"ed +*!en +r e**e/!i.el# -# i!"u"er /+uni!# %all" *+r "upp+r! +n Pipeline !+ !)e >M !ea ,ere n+! a $++d -en/)ar? due!+ !)e la/? +* a /all !ra/?in$ "#"!e T)e !ea needed !+ $a!)er in*+ra!i+n dire/!l# *r+ u"er"!)a! ,+uld /+n*ir !)e !)ree ?n+,n ain /+n/ern" re*eren/ed a-+.e ;+,e.er !)e !ea al"+needed an a,arene"" /apai$n !+ le! u"er" ?n+, )elp ,a" +n !)e ,a# and9 +"! ip+r!an!l#9!)e !ea ,an!ed !+ ?n+, ,)a! !++l" and *ea!ure" ,+uld -e +"! u"e*ul !+ +ur u"er /+uni!#

T)e !ea a//+pli")ed !)eir $+al u"in$ a !)ree"!ep pr+/e"" Fir"!9 a -rie* "ur.e# ,a" "en! !+all u"er" T)e "ur.e# que"!i+n" ,ere *+/u"ed +n !)e ain *ea!ure" +* Pipeline and in/ludedque"!i+n" +n !)e i""ue" alread# ?n+,n Se/+nd9 +n "i!e pre"en!a!i+n" ,ere )eld a! e.er# +**i/eand u"er" ,ere $i.en a /)an/e !+ pr+.ide *eed-a/? a! !)a! !ie T)ird9 .+lun!eer" ,ere a"?ed !+

"i! !)r+u$) an in!er.ie, pr+/e"" ,)ere !)e !ea $a!)ered +re de!ailed in*+ra!i+n a-+u! ,)a!,+uld +r ,+uld n+! -e u"e*ul !+ )a.e +n !)eir )+e +r "i!e pa$e

T)e e**+r!" *irl# /+n*ired !)a! !)e !)ree ain /+n/ern" ,ere in *a/! Per*+ran/e9 Na.i$a!i+nand Sear/) Addi!i+nall#9 i! ,a" *+und !)a! a $rea! nu-er +* u"er" ,ere una,are +* an# +* !)e*ea!ure" and !++l" /urren!l# a.aila-le +n Pipeline and !)a! u"er" ,ere n+! +pen !+ a!!endin$"!ru/!ured !rainin$ "e""i+n"

T)e Fun/!i+nal Requireen!" de*ined in %)ap!er 3 +* !)i" d+/uen! addre""e" !)e $+al" +* !)epr+@e/! and "pe/i*ie" !)e requireen!" !)a! u"! -e e! *+r a "u//e""*ul up$rade T)e !rainin$i""ue en!i+ned a-+.e ,ill -e addre""ed -# )a.in$ pre"en!a!i+n"!#le "e""i+n" !)a! ,ill in/ludea tour+* !)e ain *ea!ure" and /+n!en! +* !)e ne, Pipeline and ,ill pr+.ide !)e a!!endee" ,i!)in*+ra!i+n +n )+, !+ $e! +re in*+ra!i+n and ,)+ !+ /all *+r )elp

%)ap!er 7 li"!" !)e need" a""e""en! a" reque"!ed -# !)e *+/u" $r+up par!i/ipan!" S+e +* !)ereque"!" ,ere deeed "iple and +"! li?el# !+ -e addre""ed -# S)are P+in! +u! +* !)e -+D9!)e"e ,ere added !+ P)a"e I +* !)e r+ll+u! and %)ap!er 7 pr+.ide" a )i$) le.el de"i$n +* !)ereque"!" T)e reque"!" !)a! ,ere de!erined !+ -e +re /+pleD in na!ure )a.e -een added !+P)a"e II +* !)e r+ll+u! and de!ail"9 i* $a!)ered alread#9 are in/luded in AppendiD I'

T)e "u//e"" +* !)e up$rade ,ill -e ea"ured !,+*+ld T)e +"! ip+r!an! ea"ureen! ,ill -e-a"ed +n u"a$e T)e /urren! Pipeline d+e" n+! )a.e a ,a# !+ ea"ure u"a$e "+ ,e are una-le



8/67


!+ $enera!e a -a"eline nu-er T)ere*+re9 ,e ,ill $enera!e dail# and ,ee?l# u"a$e rep+r!"-e$innin$ da# +ne +* !)e r+ll+u! !+ $au$e and anal#5e u"e !rend"

T)e "e/+nd ea"ure +* "u//e"" ,ill -e -a"ed +n u"er a//ep!an/e +* !)e pr+du/! !)i" ea"ure,ill -e -a"ed +n a ")+r! "ur.e# !)a! ,ill -e "en! !+ +ur u"er" "!ru/!ured "iilarl# !+ +ur ini!ial"ur.e# and re"p+n"e" ,ill -e /+pared -e!,een !)e !,+ T)ere ,ill -e ne, *un/!i+nali!# in !)ene, Pipeline and "+e +ld *un/!i+nali!# ,ill n+ l+n$er -e a.aila-le9 -# de"i$n9 ,)i/) pre.en!" u"*r+ u"in$ !)e "ae "ur.e#

Up+n a "u//e""*ul /+ple!i+n +* P)a"e I +* !)e ne, Pipeline r+ll+u!9 !)e >M and IT !ea" ,ill-e$in ,+r? +n P)a"e II

$ INTROD&CTION

In April 20069 (eneral Ne!,+r?" %+rp+ra!i+n /+en/ed a pr+@e/! ,i!) S)eppard9 Mullin9Ri/)!er : ;ap!+n LLP M !ea %)ap!er 3 de*ine" !)e da!a requireen!" +* !)e "#"!e



9/67


%)ap!er 7 de"/ri-e" !)e )i$) le.el de"i$n +* Pipeline %)ap!er pr+.ide" !)e /+n/lu"i+n

T)e appendi/e" *+ll+,in$ !)e ain -+d# +* !)i" rep+r! are

AppendiD I G /+pie" +* !)e "ur.e#" "en! !+ !)e S)eppard Mullin u"er" AppendiD II li"!" !)e indi.idual" ,)+ )a.e a""i"!ed ,i!) !)i" "!ud# AppendiD III G li"!" !)e pu-li/a!i+n" re.ie,ed *+r !)i" rep+r! AppendiD I' G de!ail" *u!ure requireen!" AppendiD ' G de!ail" re@e/!ed requireen!" AppendiD 'I G i" a $l+""ar#

Version 3.0 - 01/31/16 Pa$e Sheppard Mullin


10/67


,$ E%EC&TIVE S&''AR

-$ RE.&IRE'ENTS ANALSIS APPROAC/

T)e requireen!" )a.e -een de.el+ped -a"ed +n li.e pre"en!a!i+n" ,i!) *eed-a/?9 "ur.e#re"p+n"e" *r+ ea/) u"er $r+up and !)r+u$) *+ll+,up ,+r?$r+up di"/u""i+n" ,i!) "e.eral$r+up" +* u"er" An e**+r! ,a" ade !+ in!er.ie, repre"en!a!i.e *r+ all *ir pra/!i/e $r+up"9depar!en!"9 and +**i/e" and in/lude e-er" ,i!) di**eren! r+le" in !)e +r$ani5a!i+n9 in/ludin$-u! n+! lii!ed !+ Par!ner9 A""+/ia!e9 Mana$er9 Se/re!ar#9 Le$al A""i"!an/e9 Adini"!ra!i.e9Te/)ni/al and %leri/al

Ta-le 24 -el+, li"!" !)e ,+r?$r+up" !)a! iden!i*# +ur p+r!al /u"!+er"

Tab0e $1$# 2 Or"ani3ation &nits

ID Wor4"rou* Des+ri*tion4 Par!ner 2 Spe/ial %+un"el

A""+/ia!e

8 A!!+rne# O!)er

1 Mana$er

6 Te/)ni/al

3 Adini"!ra!i.e

7 Le$al A""i"!an!

Le$al Se/re!ar#

40 Adini"!ra!i.e Se/re!ar#

44 %leri/al

42 TeD! Edi!+r

448

41

46

43

47

C)ile n+! all ,+r?$r+up" )a.e unique need"9 ,e *+und !)a! "pe/ial /+n"idera!i+n ")+uld -e$i.en !+ "e/uri!# a//e"" *+r "pe/i*i/ ,e- par!"9 lin?"9 i!e" +r !++l" ,i!)in /er!ain "i!e"

Addi!i+nall#9 !)ere are "+e !++l" +r appli/a!i+n" !)a! ,ill -e a.aila-le !)r+u$) !)e p+r!al -u!a//e"" !+ !)e"e ,ill -e +n an a" need -a"i" +r -a"ed +n !)e in"!ru/!i+n" +* !)e "i!e +,ner" F+r!)i" rea"+n9 Adini"!ra!i+n pri.ile$e" ")+uld -e ?ep! !+ a "all nu-er +* au!)+ri5ed per"+nnel

-$# Sur5ey Resu0ts

AppendiD I !+ !)i" d+/uen! pr+.ide" a /+p# +* !)e "ur.e#" !)a! ,a" u"ed in !)e requireen!"anal#"i" in/ludin$ !)e re"ul!" T)e "ur.e# ,a" "en! !+ 860 a!!+rne#" and 11 "!a** *+r a !+!al +*404 !+!al u"er" *ir ,ide Ce re/ei.ed 28


11/67


and !)eir "u$$e"!i+n" +n )+, i! /an -e ipr+.ed T)i" la"! que"!i+n ,a" +p!i+nal and n+! allre"p+nden!" ele/!ed !+ an",er i!

Tab0e $#$# 2 Sur5ey resu0ts brea46o7n *er ro0e *er o!!i+e

Parti+i*ant Ro0es Res*onses *er ro0e8o!!i+eL+" An$ele" O**i/e S!a** 472 re"p+n"e"9 in/ludin$ 7 "u$$e"!i+n"L+" An$ele" O**i/e A!!+rne#" 3 re"p+n"e"9 in/ludin$ 28 "u$$e"!i+n"

Oran$e %+un!# O**i/e S!a** 26 re"p+n"e"9 in/ludin$ 46 "u$$e"!i+n"

Oran$e %+un!# O**i/e A!!+rne#" 22 re"p+n"e"9 in/ludin$ 40 "u$$e"!i+n"

San Fran/i"/+ O**i/e S!a** 83 re"p+n"e"9 in/ludin$ 28 "u$$e"!i+n"

San Fran/i"/+ O**i/e A!!+rne#" 4 re"p+n"e"9 in/ludin$ 7 "u$$e"!i+n"

%en!ur# %i!# O**i/e S!a** 4 re"p+n"e"9 in/ludin$ 7 "u$$e"!i+n"

%en!ur# %i!# O**i/e A!!+rne#" 24 re"p+n"e"9 in/ludin$ 1 "u$$e"!i+n"

Ne, Y+r? O**i/e S!a** 21 re"p+n"e"9 in/ludin$ 7 "u$$e"!i+n"

Ne, Y+r? O**i/e A!!+rne#" 4 re"p+n"e"9 in/ludin$ 6 "u$$e"!i+n"

San!a Bar-ara O**i/e S!a** 3 re"p+n"e"9 in/ludin$ "u$$e"!i+n"

San!a Bar-ara O**i/e A!!+rne#" 1 re"p+n"e"9 in/ludin$ 2 "u$$e"!i+n"

&el Mar O**i/e S!a** 21 re"p+n"e"9 in/ludin$ "u$$e"!i+n"&el Mar O**i/e A!!+rne#" 24 re"p+n"e"9 in/ludin$ 1 "u$$e"!i+n"

&% O**i/e S!a** 28 re"p+n"e"9 in/ludin$ 40 "u$$e"!i+n"

&% O**i/e A!!+rne#" 47 re"p+n"e"9 in/ludin$ 3 "u$$e"!i+n"

San &ie$+ O**i/e S!a** re"p+n"e"9 in/ludin$ 48 "u$$e"!i+n"

San &ie$+ O**i/e A!!+rne#" 23 re"p+n"e"9 in/ludin$ 4 "u$$e"!i+n"

U"er" ,ere a"?ed 40 que"!i+n" "!ru/!ured ar+und !)e i""ue" !)a! ,ere ?n+,n !+ +ur "upp+r! !ea9ainl# per*+ran/e9 na.i$a!i+n9 and "ear/) T)e "ur.e#" /+n*ired !)a! !)e"e !)ree i""ue" are!)e ain /+n/ern *+r +ur u"er" and ,e /+n!inued !+ )ear !)e "ae e""a$e durin$ +urpre"en!a!i+n" and *+/u" $r+up in!er.ie,"

-$ On Site PresentationsEa/) +* +ur /urren! nine +**i/e" ,a" .i"i!ed !+ pr+.ide a )al* )+ur pre"en!a!i+n ,)ere ,epre"en!ed an +.er.ie, +* !)e p+r!al up$rade pr+@e/! and ")ared !)e re"ul!" +* !)e "ur.e#" Ceal"+ /+lle/!ed *eed-a/? *r+ !)e a!!endee" and added !)e *eed-a/? !+ +ur requireen!" $a!)erin$pr+/e""

-$, Inter5ie7s

F+ll+,up in!er.ie," ,ere /+ndu/!ed ,i!) repre"en!a!i.e $r+up" +r indi.idual" *+r ea/) di**eren!pa$e /urren!l# a.aila-le +n !)e p+r!al !+ pr+.ide *ur!)er de*ini!i+n +* !)e requireen!"9 in/ludin$requireen!" *+r !)e per"+nali5ed )+e pa$e +* indi.idual" -a"ed +n !)eir r+le a! !)e *ir9pra/!i/e $r+up e-er")ip and $e+$rap)i/al l+/a!i+n A /+p# +* !)e prepara!+r# que"!i+nnaire"!)a! ,ere "upplied !+ !)e *+/u" $r+up par!i/ipan!" pri+r +ur ee!in$" /an -e *+und in AppendiD I +*

!)i" d+/uen! T)e !a-le in AppendiD II +* !)i" d+/uen! pr+.ide" a li"! +* !)e e-er" and$r+up" !)a! ,ere in!er.ie,ed a" a par! +* !)e requireen!" anal#"i"

-$- Ana0ysis

A" ,e -e$an !)e requireen!" $a!)erin$ pr+/e"" ,e ?ne, !)e $eneral area" +* /+n/ern !+ +uru"er /+uni!# and !)e eDer/i"e" a-+.e )elped !+ /+n*ir !)a! ,e ,ere /+rre/! in +ura""up!i+n" ,i!) re$ard" !+ per*+ran/e


12/67


na.i$a!i+n


13/67


9$ SSTE' SCOPE

T)e +.erall "/+pe +* !)e Pipeline ,ill in.+l.e all u"er" and all depar!en!" a! S)eppard Mullin;+,e.er9 !)e *ir"! p)a"e +* !)e pr+@e/! ,ill addre"" +nl# !)e *un/!i+nali!# !)a! /an -e rea"+na-l#de.el+ped in !ie *+r a &e/e-er 2006 r+ll+u!

S)areP+in! ,ill pr+.ide "iilar *un/!i+nali!# !+ ,)a! i" /urren!l# a.aila-le in La,P+r! !+ u"er" +*Pipeline9 !)e *ir p+r!al T)e *irK" IT and &e.el+pen! !ea" ,i!) /+lla-+ra!i+n *r+ !)e >MTea ,ill anal#5e !)e /urren! need" +* !)e p+r!al u"er" and de!erine !)e -u"ine"" requireen!"!+ -e addre""ed -# S)are P+in! I* a par!i/ular *ea!ure /urren!l# +**ered in Pipeline !)r+u$)La,P+r! i" n+ l+n$er deeed ne/e""ar#9 !)e *ea!ure ,ill -e re@e/!ed and eDep!ed *r+ !)i""/+pe T)e >M !ea a# de!erine !)a! i! a# n+! -e *ea"i-le !+ depl+# "+e *ea!ure"/urren!l# a.aila-le in Pipeline !)r+u$) La,P+r! durin$ P)a"e One +* !)e pr+@e/! T)+"e *ea!ure",ill -e in/luded in !)e Fu!ure Requireen!" "e/!i+n and a "epara!e d+/uen! a# -e u"ed !++u!line !)e need" a""e""en!9 "#"!e and *un/!i+nal requireen!" and de"i$n *+r "+e *ea!ure"dependin$ +n !)e "/ale +* !)e *ea!ure de"ired



14/67


$ PEOPLE RE.&IRE'ENTS

T)i" "e/!i+n addre""e" !)e need" +* !)e .ari+u" pe+ple and ,+r?$r+up" ,i!) re$ard !+ !)e*un/!i+n" +* Pipeline

Our u"er p+pula!i+n en/+pa"" nine $e+$rap)i/al l+/a!i+n" L+" An$ele"9 San &ie$+9 &el Mar9Oran$e %+un!#9 %en!ur# %i!#9 San!a Bar-ara9 San Fran/i"/+9 Ca")in$!+n &% and Ne, Y+r?Ea/) +**i/e "er.e" u"er" ,i!) di**erin$ need" and r+le" a" de"/ri-ed in Ta-le 844 Addi!i+nall#9+"! a!!+rne#" are e-er" +* a pra/!i/e $r+up ,i!) "+e unique need" *+r !)eir per"+nali5ed)+e pa$e and !)e pra/!i/e $r+up pu-li/ pa$e Bel+, i" a /)ar! !)a! "uari5e" +ur /u"!+er-a"e !)r+u$)+u! !)e *ir

$# Wor4"rou*s

Ta-le 844 li"!" !)e !+!al u"er /+un! +* 402 -# ,+r?$r+up

Note I a una-le !+ $e! an a//ura!e /+un! *r+ Pipeline9 !)ere*+re9 !)e /+un! in !)e !a-le -el+,d+e" n+! add up !+ 402

Tab0e 9$#$# 2 Tota0 Sta!! &ser Count

ID Wor4"rou* Syste&sers

4 Par!ner" G need" *+r per"+nali5ed )+e pa$e are -a"ed +n pra/!i/e $r+up e-er")ipand $e+$rap)i/al l+/a!i+n a" "pe/i*ied in "e/!i+n 6 +* !)i" d+/uen! A unique need *+r!)i" $r+up i" a//e"" !+ *inan/ial in*+ra!i+n -# /lien! and a!!er "!+red in %MS

L+" An$ele" 13

San &ie$+ 4

&el Mar 48

Oran$e %+un!# 28

%en!ur# %i!# 4San!a Bar-ara 8

San Fran/i"/+ 6

Ca")in$!+n &% 41

Ne, Y+r? 48

TOTAL #;

2 A""+/ia!e" G need" *+r per"+nali5ed )+e pa$e are -a"ed +n pra/!i/e $r+upe-er")ip and $e+$rap)i/al l+/a!i+n a" "pe/i*ied in "e/!i+n 6 +* !)i" d+/uen!

L+" An$ele" 68

San &ie$+ 41

&el Mar 4

Oran$e %+un!# 20

%en!ur# %i!# 22

San!a Bar-ara

San Fran/i"/+ 23

Ca")in$!+n &% 4

Ne, Y+r? 41

TOTAL #;E INS&RANCE%)an$e +* Bene*i/iar# F+rOpen ne, -r+,"er ,ind+, and di"pla# Bene*i/iar# &e"i$na!i+n F+r P&Fd+/uen!

(r+up A//iden!al &ea!) : &i"e-eren! SP&

Open ne, -r+,"er ,ind+, and di"pla# (r+up A//iden!al &ea!) and&i"e-eren! In"uran/e Pr+$ra P&F d+/uen!

(r+up Li*e In"uran/e Suar# Plan &e"/rip!i+nOpen ne, -r+,"er ,ind+, and di"pla# (r+up Li*e In"uran/e Pr+$ra P&Fd+/uen!

Li*e In"uran/e FAQ"Open ne, -r+,"er ,ind+, and di"pla# Li*e In"uran/e FAQ" C+rd d+/uen!

Note d+/uen! ")+uld -e edi!a-le -# -ene*i!" "!a** +nline

@ENE>ICIAR >OR'SLi*e In"uran/eOpen ne, -r+,"er ,ind+, and di"pla# Bene*i/iar# &e"i$na!i+n F+r P&Fd+/uen!

Re!ireen! Sa.in$" PlanOpen ne, -r+,"er ,ind+, and di"pla# Bene*i/iar# &e"i$na!i+n and Ele/!i+n ReBene*i! Pa#en!" P&F d+/uen!

%a!/) G Up F+rOpen ne, -r+,"er ,ind+, and di"pla# 804


37/67


Open ne, -r+,"er ,ind+, and di"pla# FleD FAQ" C+rd d+/uen!Note d+/uen! ")+uld -e edi!a-le -# -ene*i!" "!a** +nline

Li*e In"uran/e FAQ"Open ne, -r+,"er ,ind+, and di"pla# Li*e In"uran/e FAQ" C+rd d+/uen!Note d+/uen! ")+uld -e edi!a-le -# -ene*i!" "!a** +nline

Re!ireen! In*+ra!i+n FAQ"

Open ne, -r+,"er ,ind+, and di"pla# *aq "r) re!ireen! "a.in$" plan C+rdd+/uen!Note d+/uen! ")+uld -e edi!a-le -# -ene*i!" "!a** +nline

T)ere are "e.eral )idden pa$e" !)a! u"! -e pu-li")ed !+ !)i" pa$e -u! need !+ -e "e/ured and+nl# .ie,a-le -# per"+nnel "pe/i*ied -# !)e ;R ana$er G I* a ne, /+p+nen! i" needed *+r!)e"e d+/uen!"9 !)e /+p+nen! /+uld -e !i!led *onfidential

#1$ /uan Resour+es

The +urrent *a"e +o*onents an6 ites +onsist o!:

GENERALSMR; : %+ur! ;+lida#

Pa$e di"pla#" ul!iple lin?" !+ d+/uen!"2006 %A %+ur! ;+lida#"&i"pla# pa$e ,i!) S!a!e %+ur! ;+lida#" and Federal %+ur! ;+lida#"

2006 NY %+ur! ;+lida#"

Open ne, ,e- -r+,"er ,ind+, !+ NY /+ur! )+lida# "/)edule pa$e

2006 &% Federal %+ur! ;+lida#"

Open ne, ,e- -r+,"er ,ind+, !+ &% /+ur! )+lida# "/)edule pa$e

2006 Mar#land %+ur! ;+lida#"

Open ne, ,e- -r+,"er ,ind+, !+ M& /+ur! )+lida# "/)edule pa$e

2006 'ir$inia > PAROLLC2 F+rLin? +pen" a pa$e ,i!) in*+ra!i+n and lin?"Note T)i" i" !)e "ae /+p+nen! and lin? *+und +n !)e A//+un!in$ pa$e

O@ OPPORT&NITIES



38/67


%urren! Openin$"Lin? +pen" a pa$e ,i!) in*+ra!i+n and lin?"

%urren! Openin$" p+"!ed +n ,,,")eppardullin/+Lin? +pen" !)e %areer" pa$e +n SMR; In!erne! pa$e in a ne, -r+,"er ,ind+,

NEWS

T)i" /+p+nen! ")+uld -e p+pula!ed ,i!) RSS lin?" !+ ;R rela!ed ne," *eed"

'EETINGS EVENTSM+"! p+"!in$" are rela!ed !+ !)e /+i!!eeT)i" /+p+nen! ")+uld -e le*! -lan?9 pa$e adini"!ra!+r ,ill p+pula!e a" needed

>OR'S(eneral Li"! +* F+r"Lin? +pen" a !aD+n+# pa$e ,i!) ul!iple lin?" !+ d+/uen!" and in*+ra!i+n GSee d+/uen! in.en!+r# *+r a li"! +* d+/uen!" +n !)e pa$e G +"! lin?" p+in! !+iMana$e d+/uen!"

Re.ie,"Lin? +pen" a pa$e ,i!) .ari+u" /+p+nen!" !)a! are n+! -ein$ u"ed G &i"re$ard !)i"lin?9 n+!)in$ !+ d+

IN&R ILLNESS PREVENTIONMi"/ellane+u"Lin? +pen" a pa$e ,i!) in*+ra!i+n

Pr+$raPa$e di"pla#" a lin? !+ a d+/uen!Lin? +pen" an iMana$e read+nl# d+/uen!

Note I! ,+uld -e +re e**i/ien! !+ eliina!e !)e lin? and di"pla# d+/uen! *r+ !)e lin?+n !)e /+p+nen!

DISCO&NTS&i"/+un!"Lin? +pen" a pa$e ,i!) in*+ra!i+n and lin?"

WELCO'ELi"! +* ne, epl+#ee" G +nl# di"pla# ne, epl+#ee" *+r +**i/e +* u"er ,)+ i" l+$$ed in

The ne7 *a"e ites reueste6 +onsist o!:

Lin? !+ Bene*i!" pa$e +n SMR; In!erne! ,e- "i!eLin? !+ &ail# S!a!u" rep+r!9 a.aila-le !)r+u$) iMana$e;i$)li$)!ed p+li/ie" G lin?" !+ 2 p+li/ie"9 a" de!erined -# pa$e adini"!ra!+rPer"+nnel Pr+/edure Manual9 "e/ured and .i"i-le !+ O**i/e Mana$er" +nl#

#1$, Attorney Re+ruitin"

T)e AR pa$e )a" "pe/ial need"9 ,e need !+ u"e a dualpane +r !a-ular pa$e !+ )+u"e Suer

: Fall i!e" a! !)e "ae !ie S+e +* !)e /+p+nen!" !+ -e in/luded +n !)e dual pane +r!a-ular pa$e" are li"!ed -el+, &+/uen!" /)an$e /+n"!an!l#9 !)ere*+re !)e /+p+nen!" ")+uld-e /rea!ed and le*! ep!#9

S&''ER

Suer Pr+$ra (eneral In*+ra!i+n


39/67


ffi%eSuer Pr+$ra

Note Ea/) +**i/e pu-li")ed in*+ra!i+n +n !)eir l+/al Suer pr+$ra !+ /+p+nen!"+n !)i" pa$e A "iilar /+p+nen! ")+uld -e /rea!ed *+r ea/) +**i/e

Add lin?" !+ in*+ra!i+n !)a! a# -e l+/a!ed in !)e .ari+u" O**i/e "i!e" +n Pipeline I" a/+p+nen! needed *+r !)e"e lin?"

O**i/e !ra.el in*+ra!i+n


40/67


Le"a0 &*6ates

Lin?" !+ ar!i/le" pu-li")ed -# depar!en!


41/67


&i"pla# pa$e ,i!) in*+ra!i+n and lin?"

S!aple %en!er

&i"pla# lin?" !+ *+ll+,in$ enu(uideline" G Open" pa$e ,i!) in*+ra!i+nMenu G Open pa$e ,i!) in*+ra!i+nPra/!i/e (r+up A""i$nen!" G Open pa$e ,i!) in*+ra!i+n

Reque"! F+r G Open pa$e ,i!) lin? !+ iMana$e d+/uen!Up/+in$ E.en!" : &eadline" G Open pa$e ,i!) in*+ra!i+n

Ce-"i!e Upda!e"

&i"pla# pa$e ,i!) in*+ra!i+n

Pipeline ;+e

Redire/!" u"er" !+ Pipeline ;+e pa$e

T)e Pipeline ;+e pa$e in/lude" .ari+u" Bu" &e. lin?" +n !)e le*! na.i$a!i+n -ar In !)e ne,Pipeline9 !)e"e ")+uld -e in/luded +nl# +n Bu" &e. "i!e T)e lin?" are

Pra/!i/e (r+up Indu"!r# %lien! (e+ Tea"

&i"pla# lin?" !+ !)e *+ll+,in$ $r+up pa$e"Indu"!r#(e+$rap)i/ Tea" G &i"pla#" lin?" !+ !)e *+ll+,in$

Pra/!i/e (r+up"

%lien! Tea"

Bu"ine"" &e.el+pen!

R+u!e" u"er !+ Bu" &e. pa$e +n Pipeline

Pi!/)-++?"

&i"pla# pa$e ,i!) in*+ra!i+n and lin?"

T)e Bu" &e. depar!en! i" al"+ re"p+n"i-le *+r !)e %lien!" Fir"! pa$e +n Pipeline T)e/+p+nen!" and i!e" pu-li")ed !+ !)e %lien!" Fir"! pa$e i" .er# lii!ed in "/+pe and i" upda!ed*requen!l# T)e in*+ra!i+n /an -e /+n"+lida!ed in!+ !)e Bu" &e. depar!en! pa$e i* i! ,ill -e

ea"# *+r !)e u"er p+pula!i+n !+ a//e"" !)e da!a a.aila-le +n !)i" pa$e /urren!l#9 +!)er,i"e !)e#")+uld -e ain!ained "epara!el#

The +urrent C0ients >irst *a"e +o*onents an6 ites +onsist o!:

Ne7s

Lin?" !+ %lien!" Fir"! Cinner" Ne,"le!!er"


Obe+ti5es

O-@e/!i.e" +* %lien!" Fir"! G


C0ient Ser5i+e E?*e+tations A!!+rne#


S!a**


Su""estion @o?

(uideline"




42/67


Noination @o?

(uideline"


#1$ Re+or6s


Resour+es

A//u!ra/ G %+n*li/! Sear/) Qui/? Re*eren/e

Open" P&F d+/uen! in ne, -r+,"er ,ind+,'atter Inta4e

%LI%> ;ERE FOR INFORMATION

Open" pa$e ,i!) in*+ra!i+n in ne, -r+,"er ,ind+,

Blan? EDi"!in$ %lien! In!a?e F+r


43/67


Re"ear/) Lin?"

Lin?" !+ $eneral re"ear/) ,e- "i!e9 in/ludin$ in!ernal p+r!al "i!e"

Pra/!i/e (r+up"

Lin?" !+ pra/!i/e $r+up rela!ed re"ear/) ,e- "i!e"

Li-rar# In*+ra!i+n

Lin?" !+ $eneral Li-rar# in*+ra!i+n pa$e" : di$i!al readin$ r++

Do+uents 8 >ors

O!)er %a!e$+rie" G lin?" !+ !aD+n+# i!e" under !)e Li-rar# and Un/a!e$+ri5ed

%+n!en! /a!e$+rie"Po0i+ies

(eneral rule" +* !)e Li-rar#

Open" pa$e ,i!) in*+ra!i+n

Pur/)a"in$ li-rar# a!erial"

Open" pa$e ,i!) in*+ra!i+n and lin?"

U"e +* Ce"!la, and LeDi"

Open" pa$e ,i!) in*+ra!i+nCLE

&i"pla#" !,+ lin?" %LE %alendar and %LE Re"+ur/e"

T)e de!ail" +* !)e purp+"e +* ea/) lin? a" ,ell a" an# pr+$rain$ de!ail ared+/uen!ed in iMana$e d+/uen! nu-er9 a /+p# +* ,)i/) i" in/luded in AppendiD III

Too0s

&i"pla#" !)e *+ll+,in$ lin?" Li-rar# %a!al+$9 PA%ER L+$in9 LI'Ed$ar L+$in9 Ce"! Find

and Prin!9 LeDi" (e! and Prin!T)e de!ail" +* ea/) lin? are d+/uen!ed in iMana$e d+/uen!9 a /+p# +* ,)i/) i"in/luded in AppendiD III

West0a7 Ne7s0in4

Open" pa$e ,i!) ul!iple Ce"!la, Ne,"lin?"

West0a7 Case Suaries by Court

Open" pa$e ,i!) ul!iple lin?"

West0a7 To*i+a0 /i"h0i"hts

Open" pa$e ,i!) ul!iple lin?"Library Resear+h

Lin? !+ Li-rar# Re"ear/) /+p+nen! +n Li-rar# pa$e


44/67



Ti*s Tri+4s

Bla/?-err# &e.i/e"

Open" pa$e ,i!) ul!iple lin?" !+ P&F d+/uen!"

iMana$e &B %+n"+lida!i+n

Open" pa$e ,i!) in*+ra!i+n and lin?"Out0oo4

%rea!in$ F+lder" in Ou!l++?


EMS


45/67


#1$; A++ountin"


C>O /i"h0i"hts

2006 Bud$e!"

Open" pa$e ,i!) Pipeline /+p+nen!" and i!e" All lin?" +n pa$e are "e/ured ,i!)

a pa"",+rd See AppendiD III *+r "/reen")+! +* pa$e/+p+nen!"lin?" A""+/ia!e Finan/ial S!a!een!

Open" pa$e ,i!) lin? !+ P&F d+/uen! "e/ured ,i!) a pa"",+rd G See n+!e a-+.e

IRS Milea$e

Open" pa$e ,i!) in*+ra!i+n and lin?

Fir Finan/ial S!a!een!"

&e/e-er 2001

Lin? !+ "e/ured a!erial9 pa"",+rd pr+!e/!ed

&e/e-er 2008

Lin? !+ "e/ured a!erial9 pa"",+rd pr+!e/!ed

Genera0 Cirele"" ;and)eld &e.i/e P+li/#

Open" pa$e ,i!) in*+ra!i+n and lin?" in ne, -r+,"er ,ind+,

C)+" C)+ in A//+un!in$

Open" C+rd d+/uen! ,i!) in*+ra!i+n in a ne, -r+,"er ,ind+,

Chart o! A++ounts

%)ar! +* A//+un!"

Open" pa$e ,i!) in*+ra!i+n in ne, -r+,"er ,ind+,

E?e*t List

EDep! Li"!

Open" pa$e ,i!) lin? !+ iMana$e d+/uen!

Do+uents 8 >ors

O!)er %a!e$+rie"

&epar!en! !aD+n+# lin?"

Retireent In!oration

Suar# Annual Rep+r! *+r !)e SMR; LLP Re!ireen! : Sa.in$" Plan

Open" P&F d+/uen! in ne, -r+,"er ,ind+,

Suar# Plan &e"/rip!i+n +* !)e 804


46/67


We0+oe

Lin?" !+ in*+ra!i+n +n ne, )ire"9 *+r depar!en! +nl#

#1$#1 Do+4etin" Ca0en6ar


Genera0 C)+" C)+ in &+/?e! : %alendar

Open" a ne, -r+,"er ,ind+, !+ ann+un/e !)i" pa$e i" /+in$ "++n

Note T)i" i!e ")+uld -e repla/ed ,i!) !)e "!andard depar!en! e-er lin?

2001 %+ur! ;+lida#"


Note T)i" i" a dupli/a!e lin?9 -+!) #ear lin?" a-+.e $+ !+ !)e "ae pa$e G dele!e !)i"i!e

2006 %+ur! ;+lida#"


Gui6es

&epar!en! !aD+n+# lin?"&+/?e! : %alendar

Resear+h

&epar!en! !aD+n+# lin?"

&+/?e! : %alendarL+" An$ele" %+ur! Filin$ Fee S/)edule

Ne7s

Lin?" !+ depar!en! rela!ed ne,"

Lin?" !+ /+ur! rela!ed ne," *eed"


47/67


Sp+r!in$ e.en!"


48/67


Note See !)e A//+un!in$ "e/!i+n a-+.e *+r +re in*+ra!i+n +n !)i" pa$e

Trainin" Vi6eos

Lin? !+ pa$e li"!in$ !)e .ide+ li-rar# *+r !)e P( and lin?" !+ a//e"" !)e .ide+" G "ee *ile

in.en!+r# d+/uen! *+r a *ull li"! +* !)e *ile" !)a! ")+uld -e i$ra!ed !+ !)i" /+p+nen!Library

Lin? !+ %+rp+ra!e "e/!i+n +* Li-rar# !aD+n+#

Peo*0e Pipeline dire/!+r# +* P( e-er"

Note T)i" i!e ")+uld -e repla/ed ,i!) "!andard dire/!+r# lin?

Post C0osin" Pro+e6ures Che+40ist

Online da!a-a"e

Pra+ti+e 'ateria0s

Lin? !+ %+rp+ra!e "e/!i+n +* Pipeline !aD+n+#

NEW >EAT&RES RE.&ESTED %+pa!i-ili!# ,i!) Fire*+D

A Si!e Map

#1$#, Labor E*0oyent

T)e /urren! L:E P( pa$e i" n+! u"ed eD!en"i.el# and +"! +* !)e d+/uen!" p+"!ed !+ !)e pa$eare qui!e +ld


49/67


&+/uen!" F+r"

Lin? !+ BT "e/!i+n +* Pipeline !aD+n+#

Ne, Ou!l++? F+lder

Open" P&F d+/uen! in a ne, -r+,"er ,ind+,

BTP( Mar?e!in$ M+dule Li"!


@usiness P0ans

2006 BTP( Bu"ine"" Plan


2001 BTP( Bu"ine"" Plan


'eetin" A"en6a 'inutes

Lin?" !+ ee!in$" : a$enda" "/)eduled

In6ustry Ne7s Lin?" !+ Ce"!la, indu"!r# ne," *eed" *+r !)e *+ll+,in$ indu"!rie"

Note T)i" i" a *ee -a"ed ne," *eed "er.i/e

Ne7s

Lin?" !+ depar!en! rela!ed ne,"

'eetin"s E5ents

Lin?" !+ pra/!i/e $r+up ee!in$" : e.en!"

Ne7 'atters

Lin?" !+ Ne, Ma!!er" /rea!ed *+r !)e P( in !)e la"! 48 da#"9 li"!ed in re.er"e

/)r+n+l+$i/al +rder

We0+oe

Lin?" !+ in*+ra!i+n +n ne, )ire"9 *+r pra/!i/e $r+up +nl#

The ne7 *a"e ites reueste6 +onsist o!:

Ne," *eed"


50/67


A//e"" !+ /+n*li/!" /)e/? in*+ra!i+no Lin? !+ A//u!ra/ +n )+e pa$e ,i!) l+$in pa"" !)r+u$) au!)en!i/a!i+n

In!e$ra!i+n ,i!) A//u!ra/


51/67


Lin? !+ pa$e ,i!) in*+ra!i+n and lin?"

Le"a0 A65i+e !ro OGC Lin? !+ pa$e ,i!) in*+ra!i+n and lin?"

A0erts

Lin? !+ pa$e ,i!) in*+ra!i+n and lin?" "ee *ile in.en!+r# d+/uen! *+r a *ull li"! +* !)e

*ile" !)a! ")+uld -e i$ra!ed !+ !)i" /+p+nen!@ar Ru0es

Lin?" !+ eD!ernal "i!e"9 "ee -el+,

o

Eer"en+ies Open" pa$e ,i!) a lin? !+ an in!ernal ,e- pa$e

Note T)i" lin? ")+uld -e repla/ed ,i!) !)e "!andard dep!P( in*+ lin?'is+e00aneous

Lin?" !+ in!ernal re"+ur/e"

o A//u!ra/ G %+n*li/! Sear/) Qui/? Re*eren/e


o Billin$ F+ra!

Open" pa$e ,i!) ul!iple lin?" !+ P&F d+/uen! !)a! are !)en +pened in ane, -r+,"er ,ind+, "ee *ile in.en!+r# d+/uen! *+r a *ull li"! +* !)e *ile" !)a!")+uld -e i$ra!ed !+ !)i" /+p+nen!

FPi*e0ine /oe

Lin? !+ Pipeline ;+e pa$e

##$ CONCL&SION

T)i" d+/uen! "e!" *+r!) !)e requireen!" *+r Pipeline T)e requireen!" *+r -+!) !)e p)a"e 4ipleen!a!i+n and !)e p)a"e 2 ipleen!a!i+n )a.e -een anal#5ed C)en /+upled ,i!) a )i$)le.el de"i$n9 !)e"e requireen!" ,ill *+r !)e -a"i" *+r !)e /+n"!ru/!i+n +* !)e pr+du/!i+n"#"!e

;+,e.er9 i! ")+uld -e re/+$ni5ed !)a! addi!i+nal requireen!" ,ill -e iden!i*ied a" !)e pr+@e/!+.e" *+r,ard I* !)+"e addi!i+nal requireen!" are "iple !+ deli.er#9 !)e# a# -e ade par!+* p)a"e 49 +!)er,i"e !)e need" ,ill -e d+/uen!ed and added !+ +ur r+adap *+r p)a"e 2 and-e#+nd



52/67

Pipeline Requireen!" Anal#"i" AppendiD II Pa$e 4

APPENDI% I 2 S&RVES

A!!+rne# Sur.e#



53/67




54/67

Pipeline Requireen!" Anal#"i" AppendiD II Pa$e



55/67


S!a** Sur.e#



56/67




57/67




58/67


APPENDI% II 2 LIST O> GRO&PS INTERVIEWED

T)e *+ll+,in$ $r+up" ,ere in!er.ie,ed durin$ !)e prepara!i+n +* !)i" requireen!" anal#"i"

Grou* Ty*e Grou* Nae Parti+i*ants&epar!en! Bene*i!"&epar!en! ;uan Re"+ur/e"&epar!en! A!!+rne# Re/rui!in$&epar!en! C+rd Pr+/e""in$ %en!er

Bu"ine"" &e.el+pen!&epar!en! Re/+rd"

Li-rar#In*+ra!i+n Te/)n+l+$#

A//+un!in$&+/?e!in$ : %alendar

O**i/ePra/!i/e (r+up (+.ernen! %+n!ra/!" :

Re$ula!ed Indu"!rie"Pra/!i/e (r+up %+rp+ra!ePra/!i/e (r+up La-+r : Epl+#en!Pra/!i/e (r+up Bu"ine"" Trial Pra/!i/ePra/!i/e (r+up %+n"!ru/!i+n9 En.ir+nen!9 Real

E"!a!e : Land U"e Li!i$a!i+nPra/!i/e (r+up Finan/e : Ban?rup!/#Pra/!i/e (r+up In!elle/!ual Pr+per!#Pra/!i/e (r+up C)i!e %+llar &e*en"e

T)e *+ll+,in$ $r+up" ,ere in.i!ed !+ par!i/ipa!e -u! de/lined

An!i!ru"! P(

En!er!ainen! P(

Real E"!a!e P( TaD P(

O**i/e Mana$er" G All +**i/e"

Be/au"e +* !)e la/? +* in*+ra!i+n a" !+ ,)a! i" +"! rele.an! !+ di"pla# +n !)e pa$e" *+r !)e n+npar!i/ipa!+r# $r+up e-er"9 ,e ,ill a!!ep! !+ -uild a "i!e *+r ea/) -a"ed +n *eed-a/? re/ei.ed *r+$r+up" ,i!) "iilar need" I! i" eDpe/!ed !)a! a" !)e pr+@e/! +.e" *+r,ard9 !)e"e $r+up" ,ill )a.e "+einpu! !+ ")are ,i!) u" Al!erna!i.el#9 !)eir "i!e /an -e rede"i$ned9 a" !ie peri!"9 a*!er !)e ini!ialdepl+#en! +* !)e ne, Pipeline i" /+ple!e

Inter5ie7 Pre*aratory .uestions

PG Grou*sS+e que"!i+n" !+ p+nder in prepara!i+n *+r +ur ee!in$ C)a! !++l" are +"! .alua-le !+ in/lude in #+ur )+e pa$eo T)in? +* *inan/ial"9 /alendar"9 re"ear/) lin?"9 /lien! ne,"9 e!/

C)a! in*+ra!i+n i" +"! u"e*ul !+ )a.e )and#o T)in? +* ;R9 pa#r+ll9 -ene*i!"9 !ra.el9 +!)er +**i/e da!a9 e!/

C)a! !#pe +* da!a i" /ri!i/alip+r!an! *+r #+ur P( e-er" !+ )a.e ea"# a//e"" !+o T)in? P( ee!in$" : e.en!"9 ne, a!!er"9 ne, e-er"9 e!/



59/67


C)a! d+ #+u and #+ur *ell+, IP P( e-er" need !+ -e n+!i*ied +*o N+!i*i/a!i+n"


60/67

Pipeline Requireen!" Anal#"i" AppendiD III Pa$e 4

APPENDI% III H SO&RCE DOC&'ENTS

T)e *+ll+,in$ d+/uen!" )a.e -een re.ie,ed durin$ !)e /+ur"e +* !)i" "!ud#

Or$ani5a!i+n %)ar!" Telep)+ne Li"!

La,P+r! &e"i$n &+/uen! &e"i$n &+/uen!" Pr+.ided -# Pa$e Adini"!ra!+r"

Li-rar# URL %+p+nen!" +n Pipeline



61/67


62/67


63/67

Pipeline Requireen!" Anal#"i" AppendiD ' Pa$e

A .arie!# +* ne,"*eed"


64/67

Pipeline Requireen!" Anal#"i" AppendiD ' Pa$e 8

o iMana$e


65/67


Li"! +* a!!er" +"! re/en!l# ,+r?ed +n a" ra!ed -# u"a$e +* iMana$e and +!)er!++l"appli/a!i+n" !)a! /ap!ure /lien!a!!er nu-er"

White Co00ar De!ense

Brie* -an?

A//e"" !+ d+/?e!in$ /alendar in*+ra!i+n

O!!i+e o! the Genera0 Counse0

N+ reque"! ,ere ade *+r P)a"e II -# !)e O(% e-er"



66/67


APPENDI% V H REECTED RE.&IRE'ENTS

T)e *+ll+,in$ requireen!" )a.e -een re@e/!ed *+r !)e rea"+n" "!a!ed T)e# arepre"en!ed )ere a" a re/+rd !)a! !)e *un/!i+nali!# ,a" /+n"idered -u! re@e/!ed

Re@e/!i+n indi/a!e" !)a! S)eppard Mullin "pe/i*i/all# d+e" n+! ,an! n+, +r in !)e*+re"eea-le *u!ure !+ in!r+du/e !)e iden!i*ied *un/!i+nali!#

T)i" "e/!i+n ,ill -e /+ple!ed a" !)e pr+@e/! !ea re.ie," !)e reque"!" *+r *ea!ure" inP)a"e I and P)a"e II



67/67

Pipeline Requireen!" Anal#"i" AppendiD 'I Pa$e 4

APPENDI% VI H GLOSSAR

&urin$ !)e prepara!i+n +* !)i" rep+r! a nu-er +* !er" )a.e -een u"ed !)a! are"pe/i*i/ in eanin$ !+ p+r!al" and9 in par!i/ular9 !)e Mi/r+"+*! S)areP+in! "+*!,areT)i" $l+""ar# pr+.ide" an eDplana!i+n +* !)+"e !er"

Ter De!inition

P+r!al Si!e

P+r!al Pa$e

Si!e Map

Documents

Business Requirements Analysis