1. June 2005 Board Plenary Session Sally Waselik
Business Management System (BMS) and Business Entity System (BES) Project Status
June 2005 Board Plenary Session
Sally Waselik

2. Objective Recap Progress to Date Next Steps
Business Management System (BMS)
Business Entity System (BES)
Next Steps
Building our Business Framework for the Future

3. Major BMS Project Highlights
Progress to Date
Major BMS Project Highlights
Current System – IEEE Customer Service System (ICSS)
▪ Board approved project to upgrade environment in June 2004 – Completed
Future System – IEEE Business Management System (BMS) to support membership and customer needs
▪ With support of the IT Strategy Committee (ITSC) – enabled the definition
of the business requirements and solution selection
▪ ITSC and IOC approved progress to date
▪ ITSC shared financials with FinCom and received board approval for budget
in November 2004

4. Major BMS Project Highlights
Progress to Date
Major BMS Project Highlights
Strategic Architecture Solution - Siebel:
- Signed a software license agreement with Siebel on 30-Mar-2005
- This solution is highly scalable, large customer base using the software today - have demonstrated the ability to support multi-tier environments - is extensible for our current/future needs
- Out of the box functionality to support integration is well thought out (supports interface to Oracle Financials, etc.) - documentation/training is excellent- toolkit is quite efficient in handling configuration - is meta data driven to assist our design for the 360 degree view of our customer
- Analytics engine will assist us with information access/ad hoc querying etc.
- Can support our BES needs (corporations, universities, government, etc.)

5. Project Implementation
Next Steps
Project Implementation
- Initiated Discovery Phase
. Started Monday, 09-May-2005 – Complete Friday, 30-Jun-2005
. Discovery Phase - Enables us to confirm requirements scope, project
plans and implementation costs
~ After completion of the Discovery Phase – we will be able to confirm the budget
. Target – 1st week of July 2005
- Initiate Implementation Phase - Mid July 2005
. Be operational for the 2007 Renewal
. Meeting with Joe Lillie Friday to discuss budget approval process if there
are changes
- Involvement with the Users has been key to ensure we have captured requirements and identified opportunities to simplify our business operations where they exist

6. Key Opportunities under review to finalize Plan
Next Steps
Key Opportunities under review to finalize Plan
- Service Oriented Architecture (SOA) – Build reusable services
- Business Analytics – Information Architecture
- Sales Force Automation (SFA)
- Business Entity System (BES) timing
- Business and Rule Simplification
- Concurrent users assessment/environment sizing
- Isolate key costs and review
- Vendor costs review/negotiation
- Balance of use of IT resources
- Best contract type with consulting partner

7. Building our Business Framework for the Future
Key Capabilities
- 360 degree view of IEEE members/customers
- Increased Flexibility
. Roles, permissions and titles
. Member grade/Individual Type attributes, privileges, rules
. Multiple item/product-type shopping cart capabilities
. Promotion/pricing/revenue overrides and multiple campaign tracking options
- Ease of Information Access
. Ability to get the information you need quickly the way you need it
. Real time access to information
. Building our authoritative source of member/customer information
. Use of analytics as a dashboard for any one’s tracking key indicators

8. Building our Operational Framework for the Future
Key Capabilities
- Strategic Technical Framework
. Service Oriented Architecture (SOA) – Build reusable services – Design for future use
. Increased end to end interoperability
- Streamlined Operational Efficiency
. Streamlined User Interface and work flow
. Simplify our business processes and business rules
. Integrated view of our operational environment

9. BMS Capital/Expense View
Progress to Date
BMS Capital/Expense View
2005
2006
2007
2008
Total
Capital Budget November 2004
3.770m
1.120m -
6.010m
Expense Budget November 2004
.655m
.863m
1.074m
3.666m

10. BES Capital/Expense View
Progress to Date
BES Capital/Expense View
2005
2006
2007
2008
Total
Capital Budget November 2004
.557m
Expense Budget November 2004
.161m
.644m

11. Thank you!