CBA Information Technology Group - Church Benefits Association

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Dec 8, 2013 (3 years and 7 months ago)

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Information Technology

Group


Current Major Business/Technology
Initiatives


Church Benefits Association
-

2005 Annual Meeting

“Clergy Financial Health”


Atlanta, GA

November 29, 2005

Purpose

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

Our Goal


* To provide an overview of some
current, major business and
technology initiatives/projects
underway within our organizations.


*
Note

that Information Technology is
merely an enabler to successfully
achieving the business goals.

Assemblies of God


Ministers Benefit Association

(Jim La Vallee: jlavalee@agfsg.org)

New master database (SalesForce.com


Dec. 17)

Website redesign with more daily content changes (On
-
going)

On
-
line Enrollments (Phase I of II completed)

On
-
line Contributions & Receipting System (early 2006)



Assemblies of God

Ministers Benefit Association

(Jim La Vallee)



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


Security Audit (by May 2006)


Next generation of statements (completed Oct.
2005)


Simplified Voice Response Unit (want to add
Spanish too)



The Board of Pensions of the
Presbyterian Church (U.S.A.)

(Ed Driscoll: edriscoll@pensions.org)

Strategic Initiatives



New Information Technology Five
-
Year Strategic Plan



Secure Web Services
-

Member Self
-
Service and Online Enrollment



Strategic Workflow Automation



Healthcare Plan Design
-

Medicare Part D


Tactical Initiatives



Financial and CRM System Upgrades



Network.and Office Automation Upgrades



Blade Server Technology

Implementation



Evaluate Electronic Data Management


Offsite Hot Disk Back
-
up

The Board of Pensions of the Presbyterian Church (U.S.A.)

Christian Brothers Services

(Tom Drez: tom_drez@cbservices.org)

Improve Customer Services



Implement New Avaya IP
-
based Phone System
--

multimedia contact center



CRM System Enhancements


customer communications


Improve Operational Efficiency & Effectiveness



Implement New Avaya IP
-
based Phone System

--

full voice mobility, improved BCP options

--

new data network infrastructure to support VoIP



Systems Security Initiative
--

strive for single signon



Strive for “anything, anywhere, anyone, anytime”



Develop Key Performance Indicator Dashboards by Functional Area



Implement Health Care Claims Imaging/OCR System



Collaborate with other single
-
site CB organizations to improve BCP

Church of the

Brethren Benefit Trust

(Eric Thompson: ethompson.bbt@brethren.org)

04
-
05 In Review


New Management and responsibilities


IT has been merged in with the Finance department


This new merged department takes on a role of Information Systems Oversight
and Operations


New Database vendors for


Pension System (Trust Service Company)


Credit Union System (Bradford Scott’s ShareTec)


Major Upgrades for


Finance system (FLEXI International)


Web Server (Linux)


Antivirus system (Symantec)


Unified Backup system


Rolling 3 backup systems in to 1

Church of the

Brethren Benefit Trust

(Eric Thompson) Looking Forward


Replace our Avaya phone system with a VoIP solution


Moving to powered Gigabit


Replacement of the core switch


Developing a better IT inventory management system


Replace our CRM system, ACT with an upgrade, or new CRM


Look at options with outsourcing healthcare data or replacing
our current database


Updating the Disaster Prevention and Recovery Plan
(ongoing)


Online PDF data collection forms for all customer service
departments


Upgrading Online Reports for Pension members and
Foundation clients

Church Pension Group


Episcopal Church USA

(Clayton Crawley: ccrawley@cpg.org)




Information Technology and Support Projects Underway
and Upcoming


Company
-
Owned Hotsite Creation and Testing


VoIP Telecom to Off
-
Site Employees


DR/BCP Planning and Testing


Move of Telecom and Server Room to new Location


Create Final Spokes on Unified Database Hub


Continue Migration to Unix, Linux, VMWare




Church Pension Group


Episcopal Church USA

(Clayton Crawley)




Enterprise and Business Unit Projects Underway and
Upcoming


Continued Roll
-
out of Content Management Solution


Continued Roll
-
out of Document Generation


Implement Call Center Based on Oracle & Avaya Infrastructure


Implement Web
-
Based B2C Group Self Service


Marketing and Campaign Management




Evangelical Lutheran Church in
America Board of Pensions

(Steve Willems: swillems@elcabop.org)


Multi
-
Year Business
-
Driven IS Strategy


Replacement of Legacy Benefits Administration System


Record Keeping


Complete
-

Outsourced to ACS (Mellon)


Enrollment & Eligibility


Complete
-

Custom Developed .Net application


Billing & Receipting


Implementing iMis solution from Advanced
Solutions International. Going live Q306.


Annuity Payments


Looking to outsource during 2006.


.Net Framework / Web Services


Web Strategy / Implementation


Desktop Refresh / XP Rollout


CRM Visioning


Enterprise Reporting





Investment Guidance/Advice


Excessive Trading/Market Timing



Update of Web and eStrategy


Marketing Prospect Function


Conceptual Design


Health Savings/Reimbursement Account Implementation


Medicare Part D


Implementation


Expanded Markets


Business Intelligence


GuideStone Financial Services

of the SBC

(Rick Hart: rick.hart@guidestone.org)

Lutheran Church


Missouri Synod

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


Rolled out “The Church’s Plan”


Began offering an optional 403(b) TSA


Implemented the Retiree Medical Supplement


Changed name to Concordia Plan Services


Your LCMS
Benefits Partner


Moved our retirement system to EDS


Completed HIPAA Security Regulations


Outsourced network security and monitoring


Installed new telephony system (call center)


Began tracking key IT metrics


Implemented unstructured content management system

2005 in Review

Lutheran Church


Missouri Synod

(Bob Cushman)


Complete Strategic Planning


Support New Business Initiatives in our Benefit Programs


Redesign our Web site


Begin Developing Self
-
Service Capabilities


Identify and begin tracking benchmark data within Operations


Major upgrade of our Lawson ERP system


Redesign imaging to support record retention schedule



Looking Ahead to 2006

Ministers and Missionaries
Benefit Board of the ABC

(Bill Siener: wsiener@mmbb.org)



Executive Summary


80% reduction in capital expenditures over the past six years, with continued
achievement in the Cost Management component of the MMBB Balanced Scorecard.


Capital expenditures have enabled MMBB to operate on a 24 x 7 basis:


leveraging an integrated LAN/ WAN infrastructure


using application systems in conjunction with our Third Party Administrators


employing a Disaster Recovery Hot Site




Ministers and Missionaries Benefit
Board of the ABC

(Bill Siener)


2006 Business Plan


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


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


Implement the final 403 (b) Roth IRA Plan regulations


Outsource State Tax Withholding to our Third Party Administrator


Implement a Nortel SSL VPN Gateway for remote access to complement the existing Nortel IP
-
SEC VPN services required to support our TPAs


Enhancements to the ACT2005 server to support client software revisions (.Net)


Upgrade of the LAN/WAN infrastructure with the implementation of Blade servers


Implement an Internet IP
-
based Video Conferencing capability in support of MMBB off
-
site or
Affiliate Plan meetings


Implement a Nortel Voice over IP (VOIP) soft phones for Internet calls by remote users through
the Meridian 11C voice system


(Tom O’Neill: toneill@pbucc.org)



Marketing Focus
-

UCC Institutions


Expanded Insurance Benefit Offerings


Revamped Member Education Programs


Consolidation of Annuity Products


Office
-
Wide Imaging/Workflow Solutions


Internalize Core Website Functionality


DR/BCP


Work In Progress


Staff Empowerment

Seventh
-
day Adventist

Retirement Plans

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

Current Initiatives

(Nancy Lamoreaux)


May 2004 started imaging all original DB service
records


New Retiree Benefit Payment software (in
-
house)


Delphi and SQL
-

January 2006


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


summer 2006


Rewrite DB processing software (in
-
house)


Delphi
and SQL


summer 2006


Rewrite accounting software (in
-
house)


Delphi and
SQL


fall 2006

DB Service Record Imaging


(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
enterprise architecture


Piloting single sign
-
on and portal technologies


Developing new reporting services solution


Continued server consolidation


Evaluating enterprise workflow and imaging solution


Evaluating health administration system replacement

Caring For Those Who Serve

(Eileen Kane: ekane@gbop.org)


Implemented SunGard’s Omni Annuity and DBEN


Implementing COBIT process maturity improvements


Implementing a new administration tool to deliver
improved functionality to Plan Sponsors via the Web


Implementing new products and services that require
technology solutions such as:


New pension plans with DC and DB components


Due January 2007


Redesigned voluntary DC plan


Due January 2006


Financial planning and Life Stage Investment Services


Due January 2006


New health and welfare offerings


Ongoing

Caring For Those Who Serve

(Eileen Kane)

(Elliott Buchholz: buchholz@ymcaret.org)

2004
-
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
-
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)

Looking 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)



Thank You!

Church Benefits Association Website

www.churchbenefitsassociation.org



Resources
:

1. CBA IT Group Section of CBA Website


(this PowerPoint presentation, the annual Business &


Technology Survey, and more)


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


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