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IT Roadmap Presentation to FCERA Board of Retirement. Barbara Scheffels, Retirement Practice Leader Akio Tagawa, Principal Linea Solutions, Inc. 4/15/2009. Who we are / What we do What we did Findings / Recommendations IT Initiatives Timelines Cost Estimates. What is today’s agenda?. - PowerPoint PPT Presentation
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10940 Wilshire Boulevard Suite • 600 Los Angeles• , C alifornia 90024
Phone: 310.443.4191 Fax: 310.443.4192 Email: [email protected]
IT Roadmap Presentationto
FCERA Board of Retirement
Barbara Scheffels, Retirement Practice Leader
Akio Tagawa, Principal
Linea Solutions, Inc.
4/15/2009
10940 Wilshire Boulevard Suite • 600 Los Angeles• , C alifornia 90024
Phone: 310.443.4191 Fax: 310.443.4192 Email: [email protected]
Agenda
•Who we are / What we do•What we did•Findings / Recommendations•IT Initiatives•Timelines•Cost Estimates
What is today’s agenda?
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10940 Wilshire Boulevard Suite • 600 Los Angeles• , C alifornia 90024
Phone: 310.443.4191 Fax: 310.443.4192 Email: [email protected]
Who we are / What we do
Linea is a Los Angeles-based firm that was founded in 1999
We focus on IT and management consulting for defined benefit plans
Our work ranges from strategic consulting to procurement projects to implementation project management
We work on various types of software systems, including document management, pension admin systems, general ledger systems, etc.
What is Linea Solutions, Inc.?
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10940 Wilshire Boulevard Suite • 600 Los Angeles• , C alifornia 90024
Phone: 310.443.4191 Fax: 310.443.4192 Email: [email protected]
Who we are / What we do
We have worked with 12 other 1937 Act retirement systems:
We are independent: we do not resell any software
We have consulted in virtually every kind of IT project for public retirement systems
What is Linea Solutions, Inc.?
ACERA CCCERA ICERS KCERA
OCERS MCERA (Marin)
MCERA (Merced)
SamCERA
SCERA SDCERA SJCERA VCERA
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10940 Wilshire Boulevard Suite • 600 Los Angeles• , C alifornia 90024
Phone: 310.443.4191 Fax: 310.443.4192 Email: [email protected]
What we did
•Linea Solutions, Inc. was selected to conduct a strategic assessment for FCERA•Assessment tried to understand feasibility of IT modernization•Looked at systems, infrastructure, people, budgets, future plans, needs, and data•Led to an IT Roadmap document
What is it that you did for FCERA?
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10940 Wilshire Boulevard Suite • 600 Los Angeles• , C alifornia 90024
Phone: 310.443.4191 Fax: 310.443.4192 Email: [email protected]
Findings / Recommendations
•IT costs with County ITSD are low, and service levels are good
–One change being recommended: move application servers in future to FCERA as dedicated servers–Create one additional full-time IT staff position at FCERA
•Many processes in operations are manual. More automation is both possible and recommended. Replacement systems are recommended.•Member files need to be imaged.
What are some of the key things you would recommend to FCERA?
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10940 Wilshire Boulevard Suite • 600 Los Angeles• , C alifornia 90024
Phone: 310.443.4191 Fax: 310.443.4192 Email: [email protected]
Key Initiatives
•An initiative is basically like a project.•It is focused on a large scale objective.•The initiatives were split into two categories:
–Primary initiatives–Secondary initiatives
•The only difference is a difference in relative criticality and scale. However, all are being recommended. •Other initiatives were considered but have been removed from recommendation for this report.
What initiatives are you recommending based on your assessment?
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10940 Wilshire Boulevard Suite • 600 Los Angeles• , C alifornia 90024
Phone: 310.443.4191 Fax: 310.443.4192 Email: [email protected]
Key Initiatives
Primary Initiatives:• New General Ledger Financial System• Replacement Pension Administration System• Electronic Document Management System• Disaster Recovery / Business Continuity Plan• Setup, Hiring and Training of Additional IT Staff
Member
Secondary Initiatives:• Case Management / Workflow Automation• Web Self-Service / Member Portal• Reporting system / Reporting tools initiative
What initiatives are you recommending based on your assessment?
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10940 Wilshire Boulevard Suite • 600 Los Angeles• , C alifornia 90024
Phone: 310.443.4191 Fax: 310.443.4192 Email: [email protected]
Key Initiatives and Timing
Overview• Assumption is that they would begin in July 2009• Much of the work is centered around the schedule
of a new Pension Administration System (PAS) to replace Pensions / Watson-Wyatt
• Many activities would be running concurrently based on the Pension Administration System schedule
• Activities span from July 2009 to June 2015• IT consultants will be necessary, or FCERA will run
the risk of not being able to complete the initiatives successfully or in this time frame
When would these initiatives be implemented?
How long will they take?
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10940 Wilshire Boulevard Suite • 600 Los Angeles• , C alifornia 90024
Phone: 310.443.4191 Fax: 310.443.4192 Email: [email protected]
Key Initiatives and Timing
When would these initiatives be implemented?
How long will they take?
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10940 Wilshire Boulevard Suite • 600 Los Angeles• , C alifornia 90024
Phone: 310.443.4191 Fax: 310.443.4192 Email: [email protected]
Estimated Costs
How much will all of this cost?
• Estimates were produced by phase and quarter and summarized in this table
• These estimates are all-inclusive for one-time expenses, including:• Estimates on software licenses,
customization• Necessary hardware• Implementation services
• They do not include ongoing costs of maintenance
• Took account of FCERA’s fiscal year of July 1 to June 30
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10940 Wilshire Boulevard Suite • 600 Los Angeles• , C alifornia 90024
Phone: 310.443.4191 Fax: 310.443.4192 Email: [email protected]
Estimated Costs
How much will all of this cost?
12
