1. ITSC Meeting BMS Status Update
IT Team
06-Dec-2004

2. Vendor Evaluation Status
Completed first phase of Proof of Concept (POC)
Narrowed down to two vendors from original 10 vendor list
ACGI and Oracle made their presentations
IT and user teams evaluated and scored these vendors
Oracle was evaluated ahead in preliminary evaluation

3. Vendor Evaluation Summary
ACGI
Offers a membership specific solution
Not strategic from forward looking and Enterprise Architecture perspective
Very small boutique company - financial viability is a concern
Build cost may lower however need to understand vendors ability to support IEEE time to market/business needs
Oracle
Robust architecture which offers ability to support business needs beyond membership specific solution
Offers strategic systems framework and enables Enterprise Architecture
Build cost higher as it is module based and will require configuration/extensions to align to IEEE’s business needs
Need to assess upgrade/maintainability required once in production

4. Vendor Evaluation Summary
Key Evaluation Points
User Interface
Support of business capabilities
Streamlined work flow and integration
Total Cost of Ownership (TCO)
Benchmark build versus ongoing maintenance costs
Licensing considerations
Strategic Architecture
Extensibility of design for future business needs
Technology framework

5. BMS Preliminary Capital - estimates ($ Thousands)
Vendor
2005
2006
2007
2008
Total
Aug ITSC Model
2,930
1,120 -
4,620
Nov ITSC Model
3,770
6,010

6. BMS Preliminary Expense - estimated ($ Thousands)
Vendor
2005
2006
2007
2008
Total
Aug ITSC Model
443
863
1,074
3,454
Nov ITSC Model
655
3,666

7. Next Steps Complete by 31-Jan-2005 Complete by 8-Feb-2005
Vendor Evaluations and Solution Selection
Membership Specific Approach
Engage 2 additional vendors - Avectra, Aptify to understand their membership specific solution to benchmark costs/functionality
Oracle/Strategic Framework Approach
Rationalize fixed price bid from Oracle
Understand Oracle consulting cost drivers
Help prioritize, justify and understand estimated future maintenance costs
Engage 2-3 Oracle partners to benchmark Oracle consulting costs
Complete by 8-Feb-2005
Confirm Recommendations/High Level Plan/Costs
Prepare recommendation for February Board Meeting