Information Information TechnologyTechnology

GroupGroupCurrent Major Current Major

Business/Technology Business/Technology InitiativesInitiatives

Church Benefits Association - 2005 Church Benefits Association - 2005 Annual MeetingAnnual Meeting

““Clergy Financial Health” – Atlanta, GA Clergy Financial Health” – Atlanta, GA November 29, 2005November 29, 2005

PurposePurposeThe purpose of the IT Group is to The purpose of the IT Group is to leverage our business and technology leverage our business and technology experience and knowledge to better experience and knowledge to better support the missions of our support the missions of our organizations. This session is a forum organizations. This session is a forum for sharing ideas and information for sharing ideas and information pertaining to current initiatives, pertaining to current initiatives, discussing and evaluating technological discussing and evaluating technological trends and innovations that can add trends and innovations that can add value, and soliciting outside experience value, and soliciting outside experience to further augment our knowledge in to further augment our knowledge in new and emerging technologies new and emerging technologies relevant to our operations.relevant to our operations.

Our GoalOur Goal* To provide an overview of * To provide an overview of

some current, major some current, major business and technology business and technology

initiatives/projects underway initiatives/projects underway within our organizations.within our organizations.

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

achieving the business goals. achieving the business goals.

Assemblies of GodAssemblies of God Ministers Benefit Ministers Benefit

AssociationAssociation(Jim La Vallee: jlavalee@agfsg.org)(Jim La Vallee: jlavalee@agfsg.org)

New master database (SalesForce.com – Dec. 17)New master database (SalesForce.com – Dec. 17)Website redesign with more daily content changes Website redesign with more daily content changes

(On-going)(On-going)On-line Enrollments (Phase I of II completed)On-line Enrollments (Phase I of II completed)

On-line Contributions & Receipting System (early On-line Contributions & Receipting System (early 2006)2006)

Assemblies of God Assemblies of God Ministers Benefit AssociationMinisters Benefit Association

(Jim La Vallee)(Jim La Vallee)

Expand Contact Center to rest of A/G Expand Contact Center to rest of A/G Financial (Dec. 17)Financial (Dec. 17)

Security Audit (by May 2006)Security Audit (by May 2006) Next generation of statements Next generation of statements

(completed Oct. 2005)(completed Oct. 2005) Simplified Voice Response Unit (want Simplified Voice Response Unit (want

to add Spanish too)to add Spanish too)

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

(U.S.A.)(U.S.A.)(Ed Driscoll: edriscoll@pensions.org)(Ed Driscoll: edriscoll@pensions.org)Strategic Initiatives Strategic Initiatives New Information Technology Five-Year Strategic PlanNew Information Technology Five-Year Strategic Plan Secure Web Services - Member Self-Service and Online Secure Web Services - Member Self-Service and Online EnrollmentEnrollment Strategic Workflow Automation Strategic Workflow Automation Healthcare Plan Design - Medicare Part DHealthcare Plan Design - Medicare Part D

Tactical InitiativesTactical Initiatives Financial and CRM System Upgrades Financial and CRM System Upgrades Network.and Office Automation UpgradesNetwork.and Office Automation Upgrades Blade Server Technology ImplementationBlade Server Technology Implementation Evaluate Electronic Data Management – Offsite Hot Disk Evaluate Electronic Data Management – Offsite Hot Disk Back-upBack-upThe Board of Pensions of the Presbyterian Church (U.S.A.)

Christian Brothers Christian Brothers ServicesServices

(Tom Drez: tom_drez@cbservices.org)(Tom Drez: tom_drez@cbservices.org)Improve Customer Services Improve Customer Services Implement New Avaya IP-based Phone System -- Implement New Avaya IP-based Phone System -- multimedia contact centermultimedia contact center CRM System Enhancements – customer communicationsCRM System Enhancements – customer communications

Improve Operational Efficiency & Improve Operational Efficiency & EffectivenessEffectiveness Implement New Avaya IP-based Phone SystemImplement New Avaya IP-based Phone System

-- full voice mobility, improved BCP options-- full voice mobility, improved BCP options-- new data network infrastructure to support VoIP-- new data network infrastructure to support VoIP

Systems Security Initiative -- strive for single signonSystems Security Initiative -- strive for single signon Strive for “anything, anywhere, anyone, anytime”Strive for “anything, anywhere, anyone, anytime” Develop Key Performance Indicator Dashboards by Develop Key Performance Indicator Dashboards by Functional AreaFunctional Area Implement Health Care Claims Imaging/OCR SystemImplement Health Care Claims Imaging/OCR System Collaborate with other single-site CB organizations to Collaborate with other single-site CB organizations to improve BCPimprove BCP

Church of the Church of the Brethren Benefit Trust Brethren Benefit Trust

(Eric Thompson: (Eric Thompson: ethompson.bbt@brethren.org)ethompson.bbt@brethren.org)04-05 In Review04-05 In Review

New Management and responsibilities New Management and responsibilities IT has been merged in with the Finance departmentIT has been merged in with the Finance department This new merged department takes on a role of Information This new merged department takes on a role of Information

Systems Oversight and OperationsSystems Oversight and Operations New Database vendors forNew Database vendors for

Pension System (Trust Service Company)Pension System (Trust Service Company) Credit Union System (Bradford Scott’s ShareTec)Credit Union System (Bradford Scott’s ShareTec)

Major Upgrades forMajor Upgrades for Finance system (FLEXI International)Finance system (FLEXI International) Web Server (Linux)Web Server (Linux) Antivirus system (Symantec)Antivirus system (Symantec)

Unified Backup systemUnified Backup system Rolling 3 backup systems in to 1Rolling 3 backup systems in to 1

Church of the Church of the Brethren Benefit Trust Brethren Benefit Trust (Eric Thompson) Looking Forward(Eric Thompson) Looking Forward

Replace our Avaya phone system with a VoIP solution Replace our Avaya phone system with a VoIP solution Moving to powered Gigabit Moving to powered Gigabit Replacement of the core switchReplacement of the core switch

Developing a better IT inventory management systemDeveloping a better IT inventory management system Replace our CRM system, ACT with an upgrade, or Replace our CRM system, ACT with an upgrade, or

new CRM new CRM Look at options with outsourcing healthcare data or Look at options with outsourcing healthcare data or

replacing our current databasereplacing our current database Updating the Disaster Prevention and Recovery Plan Updating the Disaster Prevention and Recovery Plan

(ongoing)(ongoing) Online PDF data collection forms for all customer Online PDF data collection forms for all customer

service departmentsservice departments Upgrading Online Reports for Pension members and Upgrading Online Reports for Pension members and

Foundation clientsFoundation clients

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

(Clayton Crawley: ccrawley@cpg.org)(Clayton Crawley: ccrawley@cpg.org)

Information Technology and Support Projects Information Technology and Support Projects Underway and UpcomingUnderway and Upcoming Company-Owned Hotsite Creation and TestingCompany-Owned Hotsite Creation and Testing VoIP Telecom to Off-Site EmployeesVoIP Telecom to Off-Site Employees DR/BCP Planning and TestingDR/BCP Planning and Testing Move of Telecom and Server Room to new LocationMove of Telecom and Server Room to new Location Create Final Spokes on Unified Database HubCreate Final Spokes on Unified Database Hub Continue Migration to Unix, Linux, VMWareContinue Migration to Unix, Linux, VMWare

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

(Clayton Crawley)(Clayton Crawley)

Enterprise and Business Unit Projects Enterprise and Business Unit Projects Underway and UpcomingUnderway and Upcoming Continued Roll-out of Content Management Continued Roll-out of Content Management

SolutionSolution Continued Roll-out of Document GenerationContinued Roll-out of Document Generation Implement Call Center Based on Oracle & Avaya Implement Call Center Based on Oracle & Avaya

InfrastructureInfrastructure Implement Web-Based B2C Group Self ServiceImplement Web-Based B2C Group Self Service Marketing and Campaign ManagementMarketing and Campaign Management

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

of Pensionsof Pensions(Steve Willems: swillems@elcabop.org)(Steve Willems: swillems@elcabop.org) Multi-Year Business-Driven IS StrategyMulti-Year Business-Driven IS Strategy

Replacement of Legacy Benefits Administration SystemReplacement of Legacy Benefits Administration System Record Keeping – Complete - Outsourced to ACS (Mellon)Record Keeping – Complete - Outsourced to ACS (Mellon) Enrollment & Eligibility – Complete - Custom Enrollment & Eligibility – Complete - Custom

Developed .Net applicationDeveloped .Net application Billing & Receipting – Implementing iMis solution from Billing & Receipting – Implementing iMis solution from

Advanced Solutions International. Going live Q306.Advanced Solutions International. Going live Q306. Annuity Payments – Looking to outsource during 2006.Annuity Payments – Looking to outsource during 2006.

.Net Framework / Web Services.Net Framework / Web Services Web Strategy / ImplementationWeb Strategy / Implementation Desktop Refresh / XP RolloutDesktop Refresh / XP Rollout CRM VisioningCRM Visioning Enterprise ReportingEnterprise Reporting

Investment Guidance/AdviceInvestment Guidance/Advice Excessive Trading/Market TimingExcessive Trading/Market Timing Update of Web and eStrategyUpdate of Web and eStrategy Marketing Prospect Function – Conceptual Marketing Prospect Function – Conceptual

DesignDesign Health Savings/Reimbursement Account Health Savings/Reimbursement Account

Implementation Implementation Medicare Part D – ImplementationMedicare Part D – Implementation Expanded MarketsExpanded Markets Business IntelligenceBusiness Intelligence

GuideStone Financial GuideStone Financial ServicesServices

of the SBCof the SBC(Rick Hart: rick.hart@guidestone.org)(Rick Hart: rick.hart@guidestone.org)

Lutheran Church – Missouri Lutheran Church – Missouri SynodSynod

(Bob Cushman: (Bob Cushman: bob.cushman@concordiaplans.org)bob.cushman@concordiaplans.org)

Rolled out “The Church’s Plan”Rolled out “The Church’s Plan” Began offering an optional 403(b) TSABegan offering an optional 403(b) TSA Implemented the Retiree Medical SupplementImplemented the Retiree Medical Supplement Changed name to Concordia Plan Services – Your Changed name to Concordia Plan Services – Your

LCMS Benefits PartnerLCMS Benefits Partner Moved our retirement system to EDSMoved our retirement system to EDS Completed HIPAA Security RegulationsCompleted HIPAA Security Regulations Outsourced network security and monitoringOutsourced network security and monitoring Installed new telephony system (call center)Installed new telephony system (call center) Began tracking key IT metricsBegan tracking key IT metrics Implemented unstructured content management Implemented unstructured content management

systemsystem

2005 in Review

Lutheran Church – Missouri Lutheran Church – Missouri SynodSynod

(Bob Cushman)(Bob Cushman)

Complete Strategic PlanningComplete Strategic Planning Support New Business Initiatives in our Benefit Support New Business Initiatives in our Benefit

ProgramsPrograms Redesign our Web siteRedesign our Web site Begin Developing Self-Service CapabilitiesBegin Developing Self-Service Capabilities Identify and begin tracking benchmark data Identify and begin tracking benchmark data

within Operationswithin Operations Major upgrade of our Lawson ERP systemMajor upgrade of our Lawson ERP system Redesign imaging to support record retention Redesign imaging to support record retention

schedule schedule

Looking Ahead to 2006

Ministers and Ministers and Missionaries Benefit Missionaries Benefit

Board of the ABCBoard of the ABC(Bill Siener: wsiener@mmbb.org)(Bill Siener: wsiener@mmbb.org)

Executive Summary Executive Summary 80% reduction in capital expenditures over the past six years, with 80% reduction in capital expenditures over the past six years, with

continued achievement in the Cost Management component of the continued achievement in the Cost Management component of the MMBB Balanced Scorecard. MMBB Balanced Scorecard.

Capital expenditures have enabled MMBB to operate on a 24 x 7 Capital expenditures have enabled MMBB to operate on a 24 x 7 basis:basis:leveraging an integrated LAN/ WAN infrastructureleveraging an integrated LAN/ WAN infrastructureusing application systems in conjunction with our Third Party using application systems in conjunction with our Third Party Administrators Administrators

employing a Disaster Recovery Hot Site employing a Disaster Recovery Hot Site

Ministers and Missionaries Ministers and Missionaries Benefit Board of the ABCBenefit Board of the ABC

(Bill Siener)(Bill Siener)2006 Business Plan 2006 Business Plan

Revise the architecture for the ABC Retirement Plans to support generic plans Revise the architecture for the ABC Retirement Plans to support generic plans with multiple % premium contributionswith multiple % premium contributions

Development of a Data Integrity Model, resulting in the redesign of the Development of a Data Integrity Model, resulting in the redesign of the Member and Employer Data Base structuresMember and Employer Data Base structures

Implement the final 403 (b) Roth IRA Plan regulationsImplement the final 403 (b) Roth IRA Plan regulations Outsource State Tax Withholding to our Third Party AdministratorOutsource State Tax Withholding to our Third Party Administrator Implement a Nortel SSL VPN Gateway for remote access to complement the Implement a Nortel SSL VPN Gateway for remote access to complement the

existing Nortel IP-SEC VPN services required to support our TPAsexisting Nortel IP-SEC VPN services required to support our TPAs Enhancements to the ACT2005 server to support client software revisions Enhancements to the ACT2005 server to support client software revisions

(.Net)(.Net) Upgrade of the LAN/WAN infrastructure with the implementation of Blade Upgrade of the LAN/WAN infrastructure with the implementation of Blade

serversservers Implement an Internet IP-based Video Conferencing capability in support of Implement an Internet IP-based Video Conferencing capability in support of

MMBB off-site or Affiliate Plan meetings MMBB off-site or Affiliate Plan meetings Implement a Nortel Voice over IP (VOIP) soft phones for Internet calls by Implement a Nortel Voice over IP (VOIP) soft phones for Internet calls by

remote users through the Meridian 11C voice systemremote users through the Meridian 11C voice system

(Tom O’Neill: toneill@pbucc.org)(Tom O’Neill: toneill@pbucc.org)

Marketing Focus - UCC Institutions Marketing Focus - UCC Institutions Expanded Insurance Benefit Offerings Expanded Insurance Benefit Offerings Revamped Member Education Programs Revamped Member Education Programs Consolidation of Annuity Products Consolidation of Annuity Products Office-Wide Imaging/Workflow Solutions Office-Wide Imaging/Workflow Solutions Internalize Core Website FunctionalityInternalize Core Website Functionality DR/BCP – Work In Progress DR/BCP – Work In Progress Staff EmpowermentStaff Empowerment

Seventh-day AdventistSeventh-day AdventistRetirement PlansRetirement Plans

(Nancy Lamoreaux: (Nancy Lamoreaux: nancy.lamoreaux@nad.adventis.org)nancy.lamoreaux@nad.adventis.org)

Current InitiativesCurrent Initiatives(Nancy Lamoreaux)(Nancy Lamoreaux)

May 2004 started imaging all original DB service May 2004 started imaging all original DB service recordsrecords

New Retiree Benefit Payment software (in-house) – New Retiree Benefit Payment software (in-house) – Delphi and SQL - January 2006 Delphi and SQL - January 2006

Rewrite DB service record collector (field) in .NET Rewrite DB service record collector (field) in .NET environment – summer 2006 environment – summer 2006

Rewrite DB processing software (in-house) – Delphi Rewrite DB processing software (in-house) – Delphi and SQL – summer 2006and SQL – summer 2006

Rewrite accounting software (in-house) – Delphi and Rewrite accounting software (in-house) – Delphi and SQL – fall 2006SQL – fall 2006

DB Service Record ImagingDB Service Record Imaging (Nancy Lamoreaux)(Nancy Lamoreaux)

1. Employer remains custodian of the original document and continues to send that document to a new employer.

2. Employer photocopies all hard copies of original service records

3. Employer ships photocopies of service records to our imaging vendor

4. Vendor scans all documents 5. Copies are shipped to an off-site storage facility for long-

term storage 6. Vendor burns compact disks with the images 7. Retirement loads all images onto its retrieval/storage

system

Implementing new technology strategy and Implementing new technology strategy and enterprise architectureenterprise architecture

Piloting single sign-on and portal technologies Piloting single sign-on and portal technologies Developing new reporting services solutionDeveloping new reporting services solution Continued server consolidationContinued server consolidation Evaluating enterprise workflow and imaging Evaluating enterprise workflow and imaging

solutionsolution Evaluating health administration system Evaluating health administration system

replacementreplacement

Caring For Those Who Serve

(Eileen Kane: ekane@gbop.org)

Implemented SunGard’s Omni Annuity and DBENImplemented SunGard’s Omni Annuity and DBEN Implementing COBIT process maturity Implementing COBIT process maturity

improvementsimprovements Implementing a new administration tool to deliver Implementing a new administration tool to deliver

improved functionality to Plan Sponsors via the improved functionality to Plan Sponsors via the WebWeb

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 components – Due January 2007New pension plans with DC and DB components – Due January 2007 Redesigned voluntary DC plan – Due January 2006Redesigned voluntary DC plan – Due January 2006 Financial planning and Life Stage Investment Services – Due January 2006Financial planning and Life Stage Investment Services – Due January 2006 New health and welfare offerings – Ongoing New health and welfare offerings – Ongoing

Caring For Those Who Serve

(Eileen Kane)

(Elliott Buchholz: (Elliott Buchholz: buchholz@ymcaret.org)buchholz@ymcaret.org)

2004-05 In Review2004-05 In Review The focus of the past year has been stabilization and

enhancement of the many new applications and services implemented in the prior year.

Heavy focus on measuring and improving quality of customer service

Continued push to convert all physical folders into document imaging

Implementation of Customer Contact software to track and measure customer contact reasons

Conversion from Checkpoint VPN to Netscreen

Looking Ahead: 2005-06Looking Ahead: 2005-06 Conversion of retirement management system to .Net Applications to support new product: Health Savings

Acocunts (HSA). Web-based application for YMCAs to provide contribution information.

Applications to support new Pension Fund feature: Loans from tax-deferred (403-B) accounts.

Updates to production systems to support numerous plan changes

(Elliott Buchholz)(Elliott Buchholz)

Looking Ahead: 2005-06Looking Ahead: 2005-06 Implementation of US Postal Service approved address

validation software at point of entry Addition of many self-service features on our web site

Personal information updating Withdrawal process initiation Enhanced annuity calculator

(Elliott Buchholz)(Elliott Buchholz)

Thank You!Thank You!

Church Benefits Association Church Benefits Association WebsiteWebsite

www.churchbenefitsassociation.orgwww.churchbenefitsassociation.org

ResourcesResources::1. CBA IT Group Section of CBA Website 1. CBA IT Group Section of CBA Website (this PowerPoint presentation, the annual (this PowerPoint presentation, the annual Business &Business & Technology Survey, and more) Technology Survey, and more)

2. Contact the CBA IT Group via Tom Drez, 2. Contact the CBA IT Group via Tom Drez, Christian Brothers Services at 630-378-2903 or Christian Brothers Services at 630-378-2903 or tom_drez@cbservices.orgtom_drez@cbservices.org

3. Feel free to contact any group member using 3. Feel free to contact any group member using their eMail address as listed on their slide(s).their eMail address as listed on their slide(s).