Outsourcing for SuccessMoving from In-house to an FIS Outsourced Solution

An Evolving Decision

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Financial Considerations

Reduction in Risk

Back to the Business

of Banking

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INDUSTRY

Industry trends are clearly in the direction of financial institutions moving their in-

house IT solutions to an outsourced solution.

FIS

Since 2010, 86% of our core contracts have chosen to outsource as their

processing method.

At the same time, we are seeing many of our long time in-house customers

migrating to our FIS outsourcing center.

Outsourcing Trends

Outsourcing is the New Normal

Core Product Focus

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ABILITY TO

RETAIN TECHNICAL

RESOURCES

RISK AND

SECURITY

CONCERNS

EVER CHANGING

TECHNOLOGY INCREASED

CUSTOMER FOCUS

24/7 AVAILABILITY

BUSINESS

CONTINUITY

AVAILABILITY

Advantages

• Removes single points of staffing failure at

the bank

– Run nightly processing

– Load files

– Push output

– Send and receive files with the Fed

• Keeps all IRBs, GIBs and Releases

up to date

– Staged and installed

– No off hour work for the bank

• Handles OS upgrades and patches

– No off hour work for the bank

• Manages all security vulnerabilities and

security remediations

• Will host all core front end application and

business intelligence servers

• Preforms all required backups

• Preforms all restoration tasks associated with

disaster recovery testing

• Maintains security control and audit

• Capacity planning

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There are multiple advantages to using FIS for your outsourcing needs. Specifically FIS:

Other Considerations

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• The transition from an in-house to an outsourcing solution is a migration, not a conversion

• There is no disruption to the bank’s client base

• The data center’s FIS core software is identical to that running In-house IT

Su

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• Improved support levels from dedicated IT Professionals 24/7

• Reduced costs of insurances

• Much of the IT vendor management shifts to FIS

• Reduction in data processing supplies expense is realized

FIS

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• Limited transitional training is required

• The transition is jointly planned and executed by FIS with an assigned project manager to manage all tasks for FIS and the financial institution

• Opens up square footage for business growth

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State-Of-The-Art Technology Centers

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• 52,800 sq. ft. of raised floor

• 1,900 kW of UPS capacity with 2 (N+1) implementation plan

• 5 - stand by emergency generators provide 5,000 kW

capacity at N+1 availability

• Dual source power distribution availability

• Card reader access system

• 24/7 manned guard, surveillance video monitoring

Preparation and Strategy for Business Continuity Services

Disaster Recovery

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• A secondary site

• Equipped with multiple UPS and generator to power all hardware

• Annual disaster recovery exercise with documented objectives and financial institution

participation

• Monitoring and reporting provided by the Business Continuity Planning Office

• Annual DRE results published and provided

In-House to Outsource Process

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Part I

Initial Discussion with FI Executive

Management

FI Completes FIS Questionnaire

Meeting with FI Management to Discuss Solution

Initial Draft of Solution Matrix

Devised and to FI for Review

Due Diligence Call/Review with

FI

Revision of Solution Matrix

and to FI to Confirm

Network Infrastructure Verification

Provide Proposal to FI

Hold a Temporary Migration Slot

FI Makes the Decision

In-House to Outsource Process

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Part II

Confirm Migration Slot

Migration Project Kickoff and Order

of Circuits/Routers/Etc.

Prep and Setup:

• Interfaces

• Data Migration

• FI Environment

Migration Testing Migration Mock Migration Live

FI Makes the I-O Decision

• Security

• Etc.

Program and Project Management at FIS

Scope Definition and Control

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Program Definition Document

Level Set Expectations Across Teams

Identify and Resolve Scope Issues Early

Lock Down Milestone Dates

Approval by Client & FIS Sponsors

Implement Change Control

Project Definition Document – Let’s put it in writing!

Migration Timeline

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Month 1• Project initiation and kickoff

• Order circuits and routers

• Discovery– Interfaces

– Print

– Hardware

– Training Needs

Month 2

• Discovery cont.

• Receive bank libraries

• Build bank environment and

secure bank

Month 3• Build and secure

environment cont.

• Establish connectivity

• Configure GUI

• Establish

interfaces/customer print

• Bank establishes security

Month 4• Complete migration

testing

Month 5• Test implementation

• Live implementation

Why it Works!

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Keys to success

Frequent Communication

Scope Definition and Control

Formal Project Planning and Tracking

Issue Management and Resolution

Phased Testing Approach

Experience/Flexibility/Accountability

A Structured and Managed Approach

• Through a defined process and approach, FIS

will work with your financial institution to

successfully transfer your operations.

• Our experienced IT professionals will work

with you every step of the way. This is a true

partnership.

• FIS is committed to your success!

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