AICPA/CIMA IT Overview Information Technology Overview

Organizational Structure Organizational Overview & Purpose

American Institute of CPAs AICPA Information Technology Organization IT Software Delivery Business Solutions Project Management Office Software Development Software Support Business Intelligence IT Operations IT Infrastructure Technical Support & Service IT Functional, Operational & Organizational Review Quality Assurance & IT Compliance IT Strategy & Operational Effectiveness

American Institute of CPAs AICPA IT Core Purpose IT Software Delivery Enhance business capabilities through the design, development & support of software solutions Promote member and customer satisfaction through the delivery of external technology and back-end solutions Drive growth through advanced business intelligence IT Operations Provide AICPA staff with cost-effective, leading edge technology Deliver timely and effective technology support to increase efficiency & user capabilities Maximize uptime through the procurement, monitoring, and maintenance of technology systems

IT Software Delivery Structure, Functions & Process

American Institute of CPAs Team Structure David Campbell Director – Software Delivery Vijay Srinivasan Sr. Manager – Business Solutions Tom Petruccione Sr. Manager – IT Operations Alpesh Pandya Manager – Software Development Sudip Das Manager – Software Support

American Institute of CPAs Software Delivery Functions Business Solutions Serves as a partner to business owners Designs technology solutions to business problems Project Management Office Executes methodology to develop and manage project plans Facilitates hand-offs between IT resources within project Software Development Develops technology solutions Software Support Ensures technology solutions continue to meet business needs through ongoing support

American Institute of CPAs Software Delivery Process Business Solutions Project Management Office Software Development Software Support

IT Roadmap Objectives, Approach & Timeline

American Institute of CPAs Why are we doing this? Current ERP/CRM systems in use since 2003 Requires heavy modification to meet current business needs -Inflexibility -High cost of modification Advancements in technology since implementation of business systems Recent maturation of technology specific to Association market Evolution of AICPA’s business needs Need for increased global presence

American Institute of CPAs Project Objectives Understand future vision from business, assess gaps, challenges, and limitations to identify the right solutions to support Customer Relationship Management, Human Resources, Financials and Business Intelligence Develop a ten-year technology roadmap to provide a sustainable, nimble and scalable platform to promote ease of future growth

American Institute of CPAs Expected Benefit Reduced human capital expenditures through increased member/employee self-service functionality Increased revenue opportunities through increased marketing accuracy: Better understanding of members Targeted and focused marketing Better targeted publications More cross-sell opportunities Reduced IT maintenance and development costs with improved flexibility Increased ease of integration

American Institute of CPAs CRM Member Services Events & Conferences Member Value Specialized Communities CPE CPA2Biz Publications Online Communications Finance Human Resources Business Intelligence Integration (Middleware) Areas of Focus

American Institute of CPAs Current State / Transformation Recommendation Neutral consulting company performing roadmap assessment Functional and Technical analysis of current state shows continued investments in IT systems because of rigid framework Recommendation for Transformational Program vs. Incremental Initiatives Recommendation

American Institute of CPAs Roadmap Process

American Institute of CPAs Example Software Methodology (CRM) Initial recommendations based on Gartner, Forrester, and Accenture research Elimination based on company information, financial viability, and AICPA Workshop sessions Development of scoring criteria based on functional and technical requirements Down-select to Aptify and another vendor for demonstrations based on scoring criteria Prioritize based on vendor demonstrations, technology review and TCO Recommend top vendor 21 Vendors 6 Vendors 2 Vendors 1 Vendor Demonstrations Final Recommendation Market Survey Categorization into Enterprise, Mid-Market, or SMB and Specialty Tools

American Institute of CPAs Conclusions Finance CRM HR BI OBIEE Oracle SOA (new version) Integration Solution is more than just software products: Change business processes to adapt to new technology Must work closely with C2B to realize benefits Integrate e-commerce engine and other technology areas to reduce exceptions that turn into calls Integrate pricing processes to synchronize data

American Institute of CPAs Implementation Timeline

IT Operations Function Structure, Support & Architecture

American Institute of CPAs Team Structure Ranny Dey Director, IT Operations Lulu Mullaney Operations Project Manager Louis Henderson Sr. Manager – IT Operations IT Service Center Vendor Relations John Buhrmann Manager – IT Operations Systems, Network & Telecom

American Institute of CPAs Applications Support 112 websites Fileserver in each office Exchange server SharePoint Application Total data volume 24 Terabyte of SAN IT Support by self-service or phone call

American Institute of CPAs Network Architecture

American Institute of CPAs Telecom Architecture

American Institute of CPAs Server Architecture