ITP Workplan

Draft [CLIENT NAME] ITP Workplan

Confidential

Revised 04/08/202309:16:31 Appendix A Page A-1 document.xls

Activity /Task Responsible Due Revised Actual

ITP Task Force Meetings

All 5/1/1995

Phase II Report All 5/12/1995

Competitive Assessment (tentative) All 5/26/1995

Phase III Interim Reports All 6/2/1995

Phase III Wrap-up All 6/30/1995

ITP Project Work PlanRefer to the Organization Chart included in the Project Plan as a cross-reference.

ITP Kick-Off


Confidential


Phase II - Data Collection / Analysis

Interviews 4/21/1995

PD 4/21/1995

Documentation Collection SA 4/21/1995

SA 4/21/1995

Organize / inventory SA 4/21/1995

Workshops

Business Vision / I.T. Principles 4/28/1995

PD, AM 4/26/1995

PD, SHL 5/15/1995

Conduct SHL, All 5/16/1995

SA 5/23/1995

Technical Assessment

SA 4/21/1995

SA 4/21/1995

SA 4/21/1995

SA 5/19/1995

Applications Assessment

SA 4/21/1995

SA 4/21/1995

SA 4/21/1995

SA 5/19/1995

PD - Project Director, SA - Systems Architect, AM - SHL Account Manager

Schedule and complete

Complete collection process

ITPTF, Client Sr.Exec.

Finalize Date

Prepare

Consolidate / summarize results

Summarize data

Distribute for comment

Schedule work sessions

Finalize

Summarize data

Distribute for comment

Schedule work sessions

Finalize


Confidential


Phase II - Data Collection / Analysis (continued)

High Level Systems Input

Summarize key interview data PD 5/5/1995

Project Selection Methodology

AM 4/26/1995

AM 5/2/1995

AM 5/5/1995

Competitive Analysis (continues in Phase III)

Choose vendor PD 5/9/1995

PD 5/19/1995

PD 5/19/1995

PD 5/26/1995

I.S. Cost Analysis

PD 4/19/1995

PD 5/3/1995

PD 5/5/1995

Presentation and Deliverables

Summarize info. for each section PD, SA, AM 5/5/1995

Develop Phase II Report PD, SA, AM 5/9/1995

Circulate for review PD, SA, AM 5/9/1995

Revise / present to ITPTF PD, SA, AM 5/12/1995

Present to Sr. Mgmnt. PS, PD, AM TBD

Draft initial methodology

Circulate for review

Revise / finalize

Perform research

Summarize findings

Present results

Establish goals

Perform research

Summarize results


Confidential


Phase III - Analysis and Recommendations

Lending Plan Analysis

Develop workplan / assess applications LPAG 5/2/1995

LPAG 5/2/1995

LPAG 5/2/1995

Perform project analysis, including: LPAG 6/30/1995

High-level requirements update LPAG 6/30/1995

LPAG 6/30/1995

Cost analysis (high-level) LPAG 6/30/1995

Benefit analysis (high-level) LPAG 6/30/1995

Timing LPAG 6/30/1995

LPAG 6/30/1995

LPAG 6/30/1995

LPAG 6/2/1995

Develop final summary presentation LPAG 6/30/1995

LPAG = Lending Plan Analysis Group

Phase III - Analysis and Recommendations (continued)

Gather existing plan resources

Develop project short-list

Vendor information collection

Options comparison / analysis

Recommendations / Rationale

Present interim analysis results


Confidential


Servicing Plan Analysis

Develop workplan / assess applications TBD 5/17/1995

TBD 5/12/1995

TBD 5/17/1995

Perform project analysis, including: TBD 6/30/1995

High-level requirements update TBD 6/30/1995

TBD 6/30/1995

Cost analysis (high-level) TBD 6/30/1995

Benefit analysis (high-level) TBD 6/30/1995

Timing TBD 6/30/1995

TBD 6/30/1995

TBD 6/30/1995

TBD 6/9/1995

Develop final summary presentation TBD 6/30/1995

TBD - To be determined








Confidential



Retail Plan Analysis

Develop workplan / assess applications RPAG 5/3/1995

RPAG 5/3/1995

RPAG 5/3/1995

Perform project analysis, including: RPAG 6/30/1995

High-level requirements update RPAG 6/30/1995

RPAG 6/30/1995

Cost analysis (high-level) RPAG 6/30/1995

Benefit analysis (high-level) RPAG 6/30/1995

Timing RPAG 6/30/1995

RPAG 6/30/1995

RPAG 6/30/1995

RPAG 6/2/1995

Develop final summary presentation RPAG 6/30/1995

RPAG - Retail Plan Analysis Group








Confidential



Finance / Data Plan Analysis Group

Develop workplan FDPAG 5/16/1995

FDPAG 5/12/1995

FDPAG 5/16/1995

Perform project analysis, including: FDPAG 6/30/1995

High-level requirements update FDPAG 6/30/1995

FDPAG 6/30/1995

Cost analysis (high-level) FDPAG 6/30/1995

Benefit analysis (high-level) FDPAG 6/30/1995

Timing FDPAG 6/30/1995

FDPAG 6/30/1995

FDPAG 6/30/1995

FDPAG 6/2/1995

Develop final summary presentation FDPAG 6/30/1995

FDPAG - Finance / Data Plan Analysis Group








Confidential



Infrastructure / Phone Plan Analysis Group

Develop workplan IPAG 5/15/1995

IPAG 5/12/1995

IPAG 5/15/1995

Perform project analysis, including: IPAG 6/30/1995

High-level requirements update IPAG 6/30/1995

IPAG 6/30/1995

Cost analysis (high-level) IPAG 6/30/1995

Benefit analysis (high-level) IPAG 6/30/1995

Timing IPAG 6/30/1995

IPAG 6/30/1995

IPAG 6/30/1995

IPAG 6/2/1995

Develop final summary presentation IPAG 6/30/1995

IPAG - Infrastructure Plan Analysis Group








Confidential



Presentation and Deliverables TBD TBD

Phase IV - Plan and Budget TBD TBD


Confidential


Comments

2 hours, 2pm - 4pm

2 hours, 1pm - 3pm

2 hours, 1pm - 3pm

2 hours, 1pm - 3pm - Presentations by PAG's

2 hours, 1pm - 3pm - Presentations by PAG's


Confidential


Lending

Lending, Servicing, Finance, other

PD - Project Director, SA - Systems Architect, AM - SHL Account Manager


Confidential


Very high-level vision / requirements

Outside cons.

ITPTF Meeting

To be confirmed

See Phase II Del. Description

QA Checkpoint

First regular ITPTF Meeting


Confidential


Workplan Dev. / Appl. Assess. Workshop

For each project

Use common format


Confidential



For each project

Use common format


Confidential



For each project

Use common format


Confidential



For each project

Use common format


Confidential



For each project

Use common format

Documents

ITP Workplan